Xero Crescita futura
Criteri Future verificati 4/6
Xero prevede che gli utili e i ricavi cresceranno rispettivamente di 21.4% e 16.5% all'anno. Si prevede che l'EPS crescerà di 20.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 8.6% in 3 anni.
Informazioni chiave
21.4%
Tasso di crescita degli utili
20.62%
Tasso di crescita dell'EPS
| Software crescita degli utili | 23.8% |
| Tasso di crescita dei ricavi | 16.5% |
| Rendimento futuro del capitale proprio | 8.58% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 07 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento dell'analisi • May 03
XRO: AI Partnership And Automation Will Support Future Upside
Analysts have reduced their fair value estimate for Xero from A$154.27 to A$134.79, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Xero and Anthropic agreed a multi year partnership that will bring Claude AI directly into Xero and Xero financial data and tools into Claude.ai, aiming to give small businesses and their advisors real time financial intelligence and end to end financial workflows at scale (Client Announcements).
Aggiornamento dell'analisi • Apr 19
XRO: AI Partnership And Upgrade Will Shape Future Earnings And Execution Risk
Analysts have trimmed their Xero price target by about A$1 to around A$83.66, reflecting a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin assumptions, and updated long run P/E expectations following recent research, including an upgrade from RBC Capital. Analyst Commentary Even with the recent upgrade, the latest research around Xero still includes a clear set of caution flags that readers should keep in mind when thinking about risk and return.Aggiornamento dell'analisi • Apr 05
XRO: AI Partnerships Will Support Future Earnings Despite Ongoing Execution Risks
Analysts have modestly lifted their Xero price target to A$83.66 from A$82.74, reflecting updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at RBC Capital. Analyst Commentary Even with the upgraded price target, recent commentary shows that not all experts are fully comfortable with the current set up for Xero.Aggiornamento dell'analisi • Mar 22
XRO: Execution On Cloud Platform And AI Analytics Will Support Future Upside
Analysts have nudged their Xero fair value estimate slightly lower, with the target moving by A$0.67 to A$154.27, citing updated views reflected in recent research such as the RBC Capital upgrade. Analyst Commentary Recent research commentaries around the upgrade case focus on how Xero is executing against expectations and how that feeds into the A$154.27 fair value estimate, rather than on any dramatic shift in near term fundamentals.Aggiornamento dell'analisi • Mar 07
XRO: Reset Expectations And AI Expansion Will Support Future Upside
Analysts have trimmed their Xero price target to about A$155 from roughly A$182, reflecting updated views on fair value, discount rate, growth, margins and future P/E that also supported a recent upgrade in Street research. Analyst Commentary Recent Street commentary around Xero has focused on how the trimmed A$155 price target lines up with updated views on valuation, growth and execution, alongside the upgrade in formal research coverage.
Nuova analisi • Mar 03
XERO Limited's Technical Analysis
1. Momentum & Trend Indicators The MACD is positive at 0.42, suggesting bullish momentum, yet the share price (A$122.35) is just above the 20-day EMA(121.06) and below the 50-day SMA(120.80) – a tug-of-war that keeps the overall trend “neutral-to-bullish”.
Nuova analisi • Feb 23
Xero: Growth Was Priced In — Execution Is Not
Xero is a subscription-based cloud accounting platform serving small businesses across Australia, New Zealand, the UK and the US, with a structurally high gross margin profile. Over the past 12 months, the share price has declined by 57.4%.Aggiornamento dell'analisi • Feb 21
XRO: Fair Outlook Will Balance AI Upside With Execution And Pricing Risks
Analysts have reduced their price target on Xero from about A$109.01 to about A$82.74, reflecting updated assumptions around discount rates, revenue growth, profit margins and P/E multiples, supported by recent Street research including the upgrade from RBC Capital. Analyst Commentary Recent research highlights a mixed setup for Xero, with the reduced price target pointing to more conservative expectations around growth, profitability and valuation.Articolo di analisi • Feb 08
What You Can Learn From Xero Limited's (ASX:XRO) P/E After Its 25% Share Price Crash
Unfortunately for some shareholders, the Xero Limited ( ASX:XRO ) share price has dived 25% in the last thirty days...
Aggiornamento dell'analisi • Feb 07
XRO: AI Analytics And RBC Upgrade Will Support Stronger Future Returns
Analysts have nudged their Xero fair value estimate slightly higher to about A$230 per share, reflecting updated assumptions around growth, margins and future P/E multiples following recent positive research commentary and upgrades. Analyst Commentary Recent research has generally framed Xero as a high quality growth platform with room for further execution, particularly around monetisation and operating discipline.Aggiornamento dell'analisi • Jan 24
XRO: AI Analytics Rollout Will Support Stronger Future Share Performance
Analysts now see slightly lower fair value for Xero, trimming their price target by about A$1 to reflect a marginally reduced future P/E assumption, while also factoring in small adjustments to revenue growth and profit margin expectations. What's in the News Xero rolled out new AI-powered analytics globally, giving millions of small business customers access to analytics, insights, and reporting directly within the platform (Key Developments).Aggiornamento dell'analisi • Jan 09
XRO: Higher Revenue Outlook Will Be Balanced By Thinner Margins
Analysts have reduced their fair value estimate for Xero from A$134.61 to A$109.01, linking this change to updated assumptions that combine higher expected revenue growth with a lower profit margin profile and a higher future P/E multiple. Valuation Changes Fair value estimate reduced from A$134.61 to A$109.01, reflecting updated assumptions.Aggiornamento dell'analisi • Dec 25
XRO: Higher Future Earnings Multiple Will Support Stronger Share Performance
Analysts have lowered their price target on Xero from approximately $240 to $231 per share. This reflects a higher assumed discount rate and a more conservative profit margin outlook, partially offset by stronger projected revenue growth and a higher future price-to-earnings multiple.Articolo di analisi • Dec 17
Is Xero (ASX:XRO) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Aggiornamento dell'analisi • Dec 11
XRO: Stable Margins And Richer Earnings Multiple Will Drive Future Upside
Analysts have modestly raised their price target on Xero, citing slightly higher long term discount rate assumptions and a marginally richer future earnings multiple that together support a refined fair value estimate near $182 per share. Valuation Changes Fair Value: Unchanged at A$182.05 per share, indicating the updated assumptions broadly offset each other in the model.Aggiornamento dell'analisi • Nov 27
XRO: Expanding Profit Margins And Stronger Earnings Forecast Will Drive Further Upside
Analysts have revised Xero’s fair value estimate downward from $191.59 to $182.05. They cite updated assumptions around revenue growth and discount rates as the rationale for the change.Aggiornamento dell'analisi • Nov 05
XRO: Higher Profit Margins And Lower Discount Rate Will Support Future Upside
Analysts have slightly reduced their fair value estimate for Xero by $0.78. The new estimate is $191.59, with the update attributed to marginal adjustments in discount rate and profitability projections.Articolo di analisi • Nov 03
Getting In Cheap On Xero Limited (ASX:XRO) Is Unlikely
You may think that with a price-to-sales (or "P/S") ratio of 13.4x Xero Limited ( ASX:XRO ) is a stock to avoid...Aggiornamento dell'analisi • Oct 22
Analysts Adjust Xero Price Target Amid Profit Margin Pressures and Revised Growth Forecasts
Analysts have slightly lowered their price target for Xero from $192.66 to $192.36. They cite updated assumptions about profit margins and forecast revenue growth as the reason for this change.Aggiornamento dell'analisi • Oct 08
AI Features And US Expansion Will Improve User Satisfaction And Retention
Xero Analyst Price Target Updated Following Revised Growth and Margin Outlook Analysts have adjusted Xero's fair value price target downward from $195.25 to $192.66. This reflects expectations for higher revenue growth, but slightly reduced profit margins and a higher future price-to-earnings ratio.Articolo di analisi • Sep 06
If EPS Growth Is Important To You, Xero (ASX:XRO) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Aggiornamento dell'analisi • Sep 04
AI Features And US Expansion Will Improve User Satisfaction And Retention
The consensus analyst price target for Xero was essentially unchanged, as a substantial decline in the company’s future P/E ratio was offset by a stable net profit margin, resulting in only a marginal increase in fair value from A$195.21 to A$195.25. What's in the News Xero completed a follow-on equity offering of AUD 129.5 million, issuing 741,538 ordinary shares at AUD 174.67 per share via Regulation S.Articolo di analisi • Jul 01
When Should You Buy Xero Limited (ASX:XRO)?
Let's talk about the popular Xero Limited ( ASX:XRO ). The company's shares saw a significant share price rise of 28...Articolo di analisi • May 21
We Think Xero's (ASX:XRO) Solid Earnings Are Understated
Shareholders appeared to be happy with Xero Limited's ( ASX:XRO ) solid earnings report last week. This reaction by the...
Nuova analisi • Nov 24
Innovative AI Features And Strategic Acquisitions Set The Path For Future Revenue Growth
Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 3/31/2029 | 4,656 | 675 | N/A | 1,404 | 3 |
| 3/31/2028 | 4,275 | 422 | 658 | 1,174 | 13 |
| 3/31/2027 | 3,562 | 252 | 473 | 933 | 14 |
| 3/31/2026 | 2,732 | 239 | 464 | 863 | 14 |
| 9/30/2025 | 2,301 | 268 | 613 | 964 | N/A |
| 6/30/2025 | 2,202 | 248 | 561 | 888 | N/A |
| 3/31/2025 | 2,103 | 228 | 509 | 812 | N/A |
| 12/31/2024 | 2,006 | 222 | 477 | 766 | N/A |
| 9/30/2024 | 1,910 | 216 | 446 | 721 | N/A |
| 6/30/2024 | 1,812 | 195 | 395 | 656 | N/A |
| 3/31/2024 | 1,714 | 175 | 343 | 592 | N/A |
| 12/31/2023 | 1,627 | 66 | 269 | 526 | N/A |
| 9/30/2023 | 1,541 | -43 | 194 | 461 | N/A |
| 6/30/2023 | 1,470 | -78 | 149 | 426 | N/A |
| 3/31/2023 | 1,400 | -114 | 105 | 390 | N/A |
| 12/31/2022 | 1,325 | -66 | 55 | 329 | N/A |
| 9/30/2022 | 1,250 | -19 | 5 | 268 | N/A |
| 6/30/2022 | 1,173 | -14 | 0 | 252 | N/A |
| 3/31/2022 | 1,097 | -9 | -4 | 236 | N/A |
| 12/31/2021 | 1,021 | -15 | 4 | 228 | N/A |
| 9/30/2021 | 945 | -21 | 11 | 220 | N/A |
| 6/30/2021 | 897 | 0 | 34 | 219 | N/A |
| 3/31/2021 | 849 | 20 | 57 | 219 | N/A |
| 12/31/2020 | 819 | 28 | 67 | 220 | N/A |
| 9/30/2020 | 789 | 36 | 77 | 222 | N/A |
| 6/30/2020 | 754 | 20 | 52 | 194 | N/A |
| 3/31/2020 | 718 | 3 | 28 | 167 | N/A |
| 12/31/2019 | 677 | 3 | 24 | 158 | N/A |
| 9/30/2019 | 635 | 3 | 19 | 150 | N/A |
| 6/30/2019 | 594 | -12 | N/A | 132 | N/A |
| 3/31/2019 | 553 | -27 | N/A | 114 | N/A |
| 12/31/2018 | 514 | -31 | N/A | 98 | N/A |
| 9/30/2018 | 475 | -34 | N/A | 82 | N/A |
| 6/30/2018 | 441 | -29 | N/A | 72 | N/A |
| 3/31/2018 | 407 | -25 | N/A | 61 | N/A |
| 12/31/2017 | 376 | -35 | N/A | 43 | N/A |
| 9/30/2017 | 346 | -45 | N/A | 24 | N/A |
| 6/30/2017 | 321 | -57 | N/A | 10 | N/A |
| 3/31/2017 | 295 | -69 | N/A | -4 | N/A |
| 12/31/2016 | 274 | -76 | N/A | -15 | N/A |
| 9/30/2016 | 252 | -82 | N/A | -25 | N/A |
| 6/30/2016 | 229 | -82 | N/A | -30 | N/A |
| 3/31/2016 | 207 | -82 | N/A | -35 | N/A |
| 12/31/2015 | 185 | -86 | N/A | -39 | N/A |
| 9/30/2015 | 162 | -89 | N/A | -44 | N/A |
| 6/30/2015 | 143 | -79 | N/A | -41 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di XRO ( 21.4% all'anno) è superiore al tasso di risparmio ( 3.6% ).
Guadagni vs Mercato: Si prevede che gli utili di XRO ( 21.4% all'anno) cresceranno più rapidamente del mercato Australian ( 12% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di XRO cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di XRO ( 16.5% all'anno) crescerà più rapidamente del mercato Australian ( 6.4% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di XRO ( 16.5% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di XRO sarà basso tra 3 anni ( 8.6 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/08 02:25 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2025/09/30 |
| Utili annuali | 2025/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Xero Limited è coperta da 26 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |