Tyler Technologies, Inc.

Report azionario NYSE:TYL

Capitalizzazione di mercato: US$12.7b

Tyler Technologies Gestione

Criteri Gestione verificati 4/4

Tyler Technologies Il CEO è H. Moore, nominato in Jan2017, e ha un mandato di 9.5 anni. la retribuzione annua totale è $ 8.86M, composta da 7.6% di stipendio e 92.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.24% delle azioni della società, per un valore di $ 30.25M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.4 anni e 7.2 anni.

Informazioni chiave

H. Moore

Amministratore delegato

US$8.9m

Compenso totale

Percentuale dello stipendio del CEO7.62%
Mandato del CEO9.5yrs
Proprietà del CEO0.2%
Durata media del management4.4yrs
Durata media del Consiglio di amministrazione7.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento narrativa Jul 02

TYL: Cloud Recurring Model And AI Adoption Will Shape Balanced Outlook

Tyler Technologies' updated analyst valuation trims the implied fair value from $510.00 to $335.00. This reflects a reset in price targets as analysts balance group multiple compression with views on the company’s cloud migration runway, recurring revenue potential, and long term free cash flow profile.
Aggiornamento narrativa Jun 18

TYL: SaaS And AI Roadmap Will Drive Future Multiple Reset

Analysts have nudged their consolidated price target for Tyler Technologies slightly lower to reflect updated fair value assumptions near $443, a modestly higher discount rate, and small adjustments to long term growth and margin forecasts following recent research, including mixed target changes such as Cantor Fitzgerald's cut to $340 and Barclays' lift to $425. Analyst Commentary Recent research on Tyler Technologies highlights a mix of optimism around the company’s long term opportunity and some caution around valuation and sector multiples.
Articolo di analisi Jun 16

Tyler Technologies (TYL) Stock Could Be 89.9% Overvalued After Its Recent Slide

Recent Performance Puts Tyler Technologies Stock Under the Microscope Recent share performance has put Tyler Technologies (TYL) on many investors’ watchlists, with the stock down over the past month, past 3 months and year to date. This has prompted fresh questions about valuation and growth expectations. See our latest analysis for Tyler Technologies. At a share price of $298.27, Tyler Technologies has seen its 30 day share price return fall 4.37% and its year to date share price return fall...
Aggiornamento narrativa Jun 03

TYL: Cloud Contracts And Buybacks Will Support Future Multiple Reset

Tyler Technologies' fair value estimate has been revised higher by about $6, with analysts citing updated assumptions around revenue growth, profitability, and a lower future P/E multiple in light of recent price target changes across the Street. Analyst Commentary Recent Street research on Tyler Technologies shows a mix of optimism and caution as analysts refresh their models and price targets.
Articolo di analisi May 07

Tyler Technologies (NYSE:TYL) Is Posting Promising Earnings But The Good News Doesn’t Stop There

The market seemed underwhelmed by last week's earnings announcement from Tyler Technologies, Inc. ( NYSE:TYL ) despite...
Seeking Alpha May 03

Tyler Technologies: Encouraging Recovery In Bookings (Rating Upgrade)

Summary Tyler Technologies demonstrates resilience amid sector volatility, with Q1 bookings growth and a raised full-year outlook supporting a shift to a neutral rating. TYL’s government-focused vertical provides a durable revenue base, less susceptible to churn or AI-driven displacement compared to SMB-oriented SaaS peers. Consistent free cash flow growth and FY26 FCF margin guidance in the high 20s strengthen TYL’s appeal as software valuations shift toward earnings and cash flow. Risks include choppy bookings and ARR trends, plus structurally lower gross margins in the low 50s, limiting scalability versus higher-margin SaaS peers. Read the full article on Seeking Alpha
Aggiornamento narrativa Apr 28

TYL: Government Cloud Contracts And Buybacks Will Support Future Multiple Reset

Tyler Technologies' updated analyst price target has been trimmed by about $5 to $439, as analysts factor in a slightly higher discount rate and only modest adjustments to long term revenue growth, profit margin, and future P/E assumptions, in line with a series of recent target cuts across the Street. Analyst Commentary Recent research shows a cluster of price target cuts on Tyler Technologies, alongside a smaller group of more constructive calls.
Nuova narrativa Apr 27

Tyler Technologies 04-2026

Tyler Technologies is the dominant software platform for U.S. state and local government — a market defined by mission-critical workflows, 12–24 month implementation cycles, and a procurement environment that structurally protects incumbents. The investment thesis is built on three compounding forces: (1) a largely complete SaaS cloud transition that is converting a high-gross-margin subscription base from flat to accelerating, with ARR already at $2.06B and growing 11% annually; (2) a payments platform (NIC) that turns Tyler’s 40,000+ client relationships into a recurring transaction revenue stream now generating $808M per year and growing at double digits; and (3) a Tyler 2030 strategic roadmap that articulates a credible path to 30%+ non-GAAP operating margins by the end of the decade.
Aggiornamento narrativa Apr 11

TYL: Government Cloud Franchise And Buybacks Will Support Future Multiple Reset

Tyler Technologies' updated analyst price target has edged lower by about $50 to $671, as analysts factor in modest adjustments to the discount rate and future P/E assumptions, while remaining focused on the company's role in government software and the broader reset in Vertical Software valuations. Analyst Commentary Recent research shows a clear reset in expectations for Tyler Technologies, with multiple firms trimming price targets and a smaller group turning more constructive on the shares after the selloff.
Aggiornamento narrativa Mar 25

TYL: Public Sector Cloud Shift And Buybacks Will Support Future Multiple Normalization

Tyler Technologies' consensus analyst price target has been cut sharply by up to several hundred dollars per share across multiple firms, with analysts citing recalibrated expectations on valuation, sector fundamentals, and the pace of government software spending. Analyst Commentary Recent research on Tyler Technologies reflects a wide spread of opinions, with multiple firms cutting price targets by between US$50 and US$350 per share, even as some continue to highlight long term strengths in public sector software and cloud adoption.
Aggiornamento narrativa Mar 11

TYL: Public Sector Cloud Shift And Buybacks Will Support Future Multiple Recovery

Tyler Technologies' updated analyst price target has edged higher to about $443, with analysts citing relatively steady revenue growth and margin assumptions, along with a slightly higher discount rate and future P/E in their refreshed models. Analyst Commentary Recent Street research on Tyler Technologies reflects a mix of optimism about the business model and caution around valuation, with several firms revisiting their price targets and ratings.
Aggiornamento narrativa Feb 25

TYL: Public Sector Cloud Shift And Buybacks Will Support 2026 Multiple Recovery

Analysts have reset their price targets on Tyler Technologies lower, with our fair value estimate moving from about $603 to $440 as they factor in slightly softer long term revenue growth, a modestly lower profit margin profile, and a reduced future P/E multiple. Analyst Commentary Street research on Tyler Technologies has turned more cautious on valuation, with a series of firms trimming price targets.
Aggiornamento narrativa Feb 09

TYL: Public Sector Cloud Adoption Will Support 2026 Multiple Recovery

Analysts have modestly reduced their price targets for Tyler Technologies, trimming our fair value estimate by about $14 to $603 per share. They are balancing these lower target prices with ongoing confidence in the company’s margins, growth profile, and public sector software positioning.
Aggiornamento narrativa Jan 26

TYL: Durable SaaS Recurring Revenue Will Support 2026 Multiple Rebound

Analysts have reduced our fair value estimate for Tyler Technologies by about $16 to approximately $618, reflecting slightly adjusted assumptions on discount rate, profit margin, and future P/E multiples following a series of reduced but still generally constructive Street price targets and new Buy initiations. Analyst Commentary Recent Street research around Tyler Technologies has centered on recalibrated price targets, with most firms maintaining broadly constructive views on the business while acknowledging mixed near term fundamentals and valuation questions.
Aggiornamento narrativa Jan 12

TYL: Durable SaaS Recurring Revenue And 2026 Setup Will Drive Future Upside

Analysts have nudged their implied fair value for Tyler Technologies slightly lower, from about $648 to roughly $634, as modestly revised growth and discount rate assumptions are partly offset by a marginally higher profit margin outlook and slightly lower future P/E expectations, informed by a broad reset in price targets across recent research. Analyst Commentary Recent research shows a mix of optimism and caution around Tyler Technologies, with most firms recalibrating price targets while keeping a close eye on execution around software as a service mix, profitability, and valuation multiples into 2025 and 2026.
Articolo di analisi Dec 31

Investors Still Waiting For A Pull Back In Tyler Technologies, Inc. (NYSE:TYL)

With a price-to-earnings (or "P/E") ratio of 62.5x Tyler Technologies, Inc. ( NYSE:TYL ) may be sending very bearish...
Aggiornamento narrativa Dec 15

TYL: Durable SaaS Recurring Revenue Will Drive Future Upside Despite Lowered Expectations

Analysts have modestly reduced their price targets for Tyler Technologies, with the blended fair value estimate easing by about $1.57 to approximately $648. This reflects slightly lower long term revenue growth assumptions and a more conservative terminal multiple, despite continued confidence in durable SaaS driven recurring revenue and profit expansion.
Aggiornamento narrativa Nov 28

TYL: Durable SaaS Performance Will Drive Upside Despite Adjusted Revenue Outlook

Analysts have lowered their price targets for Tyler Technologies by substantial margins. They cite strong Q3 results, but note that a more conservative long-term revenue outlook and expectations for stabilized SaaS growth have driven the change.
Aggiornamento narrativa Nov 14

TYL: Recurring Revenue Strength And Buyback Momentum Will Drive Long-Term Upside

Analysts have lowered their price targets for Tyler Technologies, with fair value estimates dipping from approximately $664 to $650. This change reflects more conservative revenue growth assumptions and slightly higher projected profit margins based on recent Q3 results.
Aggiornamento narrativa Oct 31

TYL: Cloud Solutions Expansion Will Drive Continued Outperformance Into 2026

Tyler Technologies’ analyst price target was recently revised downward by analysts, decreasing from approximately $678.78 to $664.06. Analysts noted concerns around software-as-a-service growth and a lower terminal multiple, despite continued strong fundamentals and a recent guidance raise.
Articolo di analisi Aug 02

Analyst Estimates: Here's What Brokers Think Of Tyler Technologies, Inc. (NYSE:TYL) After Its Second-Quarter Report

Investors in Tyler Technologies, Inc. ( NYSE:TYL ) had a good week, as its shares rose 4.5% to close at US$582...
Articolo di analisi Jul 28

Is There Now An Opportunity In Tyler Technologies, Inc. (NYSE:TYL)?

Let's talk about the popular Tyler Technologies, Inc. ( NYSE:TYL ). The company's shares saw significant share price...
Seeking Alpha Apr 27

Tyler Technologies: Momentum Is Evaporating For This Expensive Stock

Summary Shares of Tyler Technologies slid after reporting weak Q1 earnings, which to me is the beginning of a deeper slide. Tyler Technologies' bookings momentum and revenue trends are decelerating, with Q1 showcasing a drying up of new software deals and ARR. Government efficiency measures are reducing demand for new software like Tyler's, impacting its growth prospects and bookings. Tyler trades at a rich valuation premium compared to peers like Salesforce and Adobe, suggesting substantial downside risk. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

Tyler Technologies: Slowing Bookings Exposes Huge Valuation

Summary Tyler Technologies is an expensive, lower-quality tech company with shares up nearly 50% in the past year, despite fundamental weaknesses. The company's growth is slowing, limited by its narrow niche in government and education, and faces fierce competition from larger software vendors. Tyler's aggressive M&A strategy has led to significant debt, and its valuation multiples are disconnected from its modest growth rates. At a 59x P/E and 11.9x EV/FY25 revenue, Tyler's overvalued stock is at high risk if the market corrects; steer clear and invest elsewhere. Read the full article on Seeking Alpha
Seeking Alpha Oct 29

Tyler Technologies: Solid Revenue Growth Outlook With Margin Expansion

Summary I maintain a buy rating on Tyler Technologies due to strong subscription revenue growth and expanding EBIT margins, supporting long-term financial targets. 3Q24 results show 10% revenue growth, driven by 18% subscription revenue increase, with EBIT margins exceeding 25%, reinforcing management's FY30 >30% EBIT margin goal. TYL's SaaS transition is progressing well, with significant customer conversions and strong ARR growth, indicating sustained revenue and margin expansion potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 19

Tyler Technologies: Strong SaaS Growth Cannot Justify Over 60x FCF; Rating Downgrade

Summary I downgrade Tyler Technologies to a 'Strong Sell' with a fair value of $350 per share due to overvaluation concerns despite strong SaaS growth. Tyler's SaaS revenue grew by 23.2% YoY, driven by public sector cloud migration, IT modernization, and enhanced AWS partnership. Projected 10.7% organic revenue growth in FY24, with significant contributions from SaaS, maintenance, and services segments, plus 1.4% from M&A. Upside risks include potential share buybacks and accelerated SaaS growth due to AI adoption, which could support high stock multiples. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di H. Moore rispetto agli utili di Tyler Technologies?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$316m

Dec 31 2025US$9mUS$675k

US$316m

Sep 30 2025n/an/a

US$315m

Jun 30 2025n/an/a

US$307m

Mar 31 2025n/an/a

US$290m

Dec 31 2024US$9mUS$675k

US$263m

Sep 30 2024n/an/a

US$237m

Jun 30 2024n/an/a

US$208m

Mar 31 2024n/an/a

US$189m

Dec 31 2023US$9mUS$675k

US$166m

Sep 30 2023n/an/a

US$158m

Jun 30 2023n/an/a

US$164m

Mar 31 2023n/an/a

US$155m

Dec 31 2022US$6mUS$600k

US$164m

Sep 30 2022n/an/a

US$188m

Jun 30 2022n/an/a

US$179m

Mar 31 2022n/an/a

US$164m

Dec 31 2021US$6mUS$525k

US$161m

Sep 30 2021n/an/a

US$161m

Jun 30 2021n/an/a

US$156m

Mar 31 2021n/an/a

US$184m

Dec 31 2020US$5mUS$525k

US$195m

Sep 30 2020n/an/a

US$188m

Jun 30 2020n/an/a

US$189m

Mar 31 2020n/an/a

US$167m

Dec 31 2019US$4mUS$515k

US$147m

Compensazione vs Mercato: La retribuzione totale di H. ($USD 8.86M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.65M ).

Compensazione vs guadagni: La retribuzione di H. è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

H. Moore (58 yo)

9.5yrs
Mandato
US$8,858,370
Compensazione

Mr. H. Lynn Moore, Jr., has been a Director of Tyler Technologies, Inc. since May 10, 2017 and serves as its Chairman from May 5, 2026. He has been President of Tyler Technologies, Inc. since January 2017...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
H. Moore
CEO, President & Chairman9.5yrsUS$8.86m0.24%
$ 30.2m
Brian Miller
Executive VP & CFO21.2yrsUS$4.36m0.092%
$ 11.8m
Jeffrey Puckett
Chief Operating Officer5.4yrsUS$3.01m0.018%
$ 2.3m
Abigail Diaz
Chief Administrative Officer & Corporate Secretary1.5yrsUS$1.85m0.011%
$ 1.5m
Jason Durham
Chief Accounting Officer4yrsNessun datoNessun dato
Russell Gainford
Chief Technology Officer1.3yrsNessun datoNessun dato
Kevin Iwersen
Chief Information Officer4.8yrsNessun datoNessun dato
Hala Elsherbini
Senior Director of Investor Relationsno dataNessun datoNessun dato
William Van Asselt
Chief Legal Officer1.5yrsNessun datoNessun dato
Kirsten Gappelberg
Vice President of Corporate Communicationsno dataNessun datoNessun dato
Arik Flanders
Chief Marketing Officer1.5yrsNessun datoNessun dato
Kelley Shimansky
Chief Human Resources Officer8.3yrsNessun datoNessun dato
4.4yrs
Durata media
58yo
Età media

Gestione esperta: Il team dirigenziale di TYL è considerato esperto (durata media dell'incarico 4.4 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
H. Moore
CEO, President & Chairman9.2yrsUS$8.86m0.24%
$ 30.2m
Margot Carter
Independent Director2.2yrsUS$319.81k0.0023%
$ 292.2k
Brenda Cline
Independent Director12.2yrsUS$349.81k0.017%
$ 2.1m
Cecil Jones
Directorless than a yearNessun dato0.0010%
$ 128.3k
Glenn Carter
Lead Independent Director12.2yrsUS$367.31k0.014%
$ 1.7m
Andrew Teed
Independent Director2.2yrsUS$321.06k0.018%
$ 2.3m
Daniel Pope
Independent Director10.2yrsUS$349.81k0.0079%
$ 1.0m
Ronnie Hawkins
Independent Director5.2yrsUS$322.31k0.0070%
$ 895.7k
7.2yrs
Durata media
64yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TYL sono considerati esperti (durata media dell'incarico 7.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/15 01:45
Prezzo dell'azione a fine giornata2026/07/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 delle guide su come utilizzare i nostri report e dei 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

Tyler Technologies, Inc. è coperta da 34 analisti. 21 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.

AnalistaIstituzione
Robert OliverBaird
Saket KaliaBarclays
Mark SchappelBenchmark Company