Tyler Technologies（TYL）株式概要
タイラーテクノロジー社は、米国の公共部門向けに統合ソフトウェアと技術管理ソリューションを提供しています。 詳細
報酬
リスク分析
リスクチェックの結果、TYL 、リスクは検出されなかった。
TYL Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$144.97
FV
115.5% 割高 内在価値ディスカウント-11.35%
Revenue growth p.a.
112
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Tyler Technologies, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$312.45 |
| 52週高値 | US$598.06 |
| 52週安値 | US$270.71 |
| ベータ | 0.81 |
| 1ヶ月の変化 | 0.96% |
| 3ヶ月変化 | 0.90% |
| 1年変化 | -46.52% |
| 3年間の変化 | -19.43% |
| 5年間の変化 | -34.42% |
| IPOからの変化 | 25,536.92% |
最新ニュース
Seeking Alpha • Aug 03
Tyler Technologies: Not The Best Software Buy In Today's Market (Rating Downgrade)
Summary Tyler Technologies remains overvalued despite a ~30% YTD decline and underwhelming Q2 results. TYL's 8.2% revenue growth missed expectations, with decelerating topline and falling adjusted EBITDA margins. AI initiatives and record bookings have not translated into accelerating growth or profit expansion for TYL. I recommend a sell rating on TYL due to premium valuation, limited greenfield opportunity, and better alternatives in the software sector. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 31
TYL: SaaS Migration And AI Opportunities Will Support Future Multiple Reset
Analysts trimmed the consolidated price target for Tyler Technologies by approximately $9 to around $434, reflecting adjustments to valuation multiples and discount rates. The revised target still points to support from ongoing SaaS migration, recurring revenue goals, and long term cloud and AI opportunities.Recent updates
Seeking Alpha • Aug 03
Tyler Technologies: Not The Best Software Buy In Today's Market (Rating Downgrade)
Summary Tyler Technologies remains overvalued despite a ~30% YTD decline and underwhelming Q2 results. TYL's 8.2% revenue growth missed expectations, with decelerating topline and falling adjusted EBITDA margins. AI initiatives and record bookings have not translated into accelerating growth or profit expansion for TYL. I recommend a sell rating on TYL due to premium valuation, limited greenfield opportunity, and better alternatives in the software sector. Read the full article on Seeking Alphaナラティブ更新 • Jul 31
TYL: SaaS Migration And AI Opportunities Will Support Future Multiple Reset
Analysts trimmed the consolidated price target for Tyler Technologies by approximately $9 to around $434, reflecting adjustments to valuation multiples and discount rates. The revised target still points to support from ongoing SaaS migration, recurring revenue goals, and long term cloud and AI opportunities.
ナラティブ更新 • Jul 16
TYL: Cloud Migration And AI Opportunity Will Drive Long Term Upside
Tyler Technologies' updated analyst price target has moved from $800.00 to about $540.21, as analysts reassess the stock using refreshed assumptions around cloud migration, recurring revenue, profit margins, and long term free cash flow potential. Analyst Commentary Recent commentary on Tyler Technologies highlights a mix of cautious recalibration and ongoing confidence in the company’s long term cloud and recurring revenue themes.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.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 AlphaSeeking 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 AlphaSeeking 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株主還元
| TYL | US Software | US 市場 | |
|---|---|---|---|
| 7D | 2.3% | 5.0% | 2.7% |
| 1Y | -46.5% | -8.5% | 20.9% |
業界別リターン: TYL過去 1 年間で-8.5 % の収益を上げたUS Software業界を下回りました。
リターン対市場: TYLは、過去 1 年間で20.9 % のリターンを上げたUS市場を下回りました。
価格変動
| TYL volatility | |
|---|---|
| TYL Average Weekly Movement | 6.5% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TYL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TYLの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1966 | 7,879 | H. Moore | www.tylertech.com |
タイラー・テクノロジーズ・インクは、米国の公共部門向けに統合ソフトウェアと技術管理ソリューションを提供している。エンタープライズ・ソフトウェアとプラットフォーム・テクノロジーの2つのセグメントで事業を展開している。同社は、ミッションクリティカルなバックオフィス機能に対応するさまざまなソフトウェア・ソリューションの設計、開発、販売、サポートを行っている。また、サイバーセキュリティ、データおよび洞察、デジタルソリューション、決済、プラットフォームテクノロジー、アウトドアレクリエーションなどのプラットフォームおよび変革的テクノロジーソリューション、市民サービス、ERP、財産および記録、規制などの行政ソリューション、矯正、裁判所および司法、公共安全ソリューションも提供している。さらに、学校向けERPとK-12教育向け生徒輸送ソリューション、環境衛生、障害・福利厚生を含む医療・福祉サービスソリューションも提供している。クラウド・ホスティング・サービスではアマゾン・ウェブ・サービスと戦略的提携契約を結んでいる。前身はタイラー・コーポレーションで、1999年6月にタイラー・テクノロジーズ・インクに社名変更。タイラー・テクノロジーズは1966年に設立され、テキサス州プラノに本社を置いている。
Tyler Technologies, Inc. 基礎のまとめ
| TYL 基礎統計学 | |
|---|---|
| 時価総額 | US$12.80b |
| 収益（TTM） | US$324.62m |
| 売上高(TTM) | US$2.43b |
39.4x
PER（株価収益率5.3x
P/SレシオTYL は割高か？
公正価値と評価分析を参照収益と収入
| TYL 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.43b |
| 売上原価 | US$1.28b |
| 売上総利益 | US$1.15b |
| その他の費用 | US$822.31m |
| 収益 | US$324.62m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 7.93 |
| グロス・マージン | 47.21% |
| 純利益率 | 13.36% |
| 有利子負債／自己資本比率 | 46.4% |
TYL の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/10 16:13 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Tyler Technologies, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| Robert Oliver | Baird |
| Saket Kalia | Barclays |
| Mark Schappel | Benchmark Company |