Open Text Corporation

NasdaqGS:OTEX 주식 리포트

시가총액: US$5.7b

Open Text 향후 성장

Future 기준 점검 3/6

Open Text (는) 각각 연간 19.8% 및 1.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.5% 로 예상됩니다.

핵심 정보

19.8%

이익 성장률

22.76%

EPS 성장률

Software 이익 성장19.3%
매출 성장률1.1%
향후 자기자본이익률26.50%
애널리스트 커버리지

Good

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • May 01

Open Text: Deep Value Software Showing Signs Of Life

Summary Open Text is repositioning around Content Cloud and AI, simplifying its portfolio, and trading at distressed-level multiples despite ongoing profitability. OTEX is executing divestitures, paying down debt, buying back shares, and increasing dividends, with Content Cloud now accounting for 43% of revenue and 18% YoY growth. Restoring revenue growth and stabilizing the top line are critical for rerating; management guides for 1-2% revenue growth in 2026, with Q3 earnings a key catalyst. I rate OTEX a Buy, as current valuation appears excessively pessimistic given cash flow generation, strategic repositioning, and visible progress in core growth areas. Read the full article on Seeking Alpha
내러티브 업데이트 • May 01

OTEX: Reset Street Expectations And Cloud Partnerships Will Shape Future Risk Reward

The analyst price target on Open Text has been reduced by $1, as analysts reset expectations following a series of lower Street targets across major firms, while still reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Open Text has centered on a series of price target reductions, with several bearish analysts resetting their models to reflect more conservative assumptions.
내러티브 업데이트 • Apr 16

OTEX: AI And Buybacks Will Support Re Rating Potential Despite Softer Assumptions

Narrative Update Analysts have trimmed their implied value for Open Text, with the updated fair value estimate moving from about $40.00 to roughly $33.09 as they factor in a higher discount rate, slightly softer revenue growth and profit margin assumptions, and a modestly lower future P/E multiple. Analyst Commentary Recent Street research on Open Text has centered on a series of reduced price targets, as analysts recalibrate their expectations for execution, growth and valuation.
내러티브 업데이트 • Apr 02

OTEX: Buybacks And Margin Discipline Will Shape Future Risk Reward

OpenText's analyst price targets have been reset lower by up to $12, as analysts factor in updated assumptions around discount rates, growth and margins, while also monitoring valuation using future P/E expectations. Analyst Commentary Recent Street research has pointed to a more cautious stance on OpenText, with several bearish analysts trimming price targets by between $3 and $12.
내러티브 업데이트 • Mar 19

OTEX: Buybacks And Margin Reset Will Shape Future Risk Reward

Open Text's updated analyst price target has been revised lower by several firms, with recent cuts ranging from $3 to $12, as analysts adjust their views using slightly higher discount rate assumptions while keeping fair value at $26.00 and modestly refining revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent Street research has clustered around lower price targets for Open Text, with cuts ranging from $3 to $12.
내러티브 업데이트 • Mar 04

OTEX: AI Execution And Margin Reset Will Shape Balanced Risk Reward

Our fair value estimate for Open Text has been revised from $35.00 to $26.00 as analysts factor in lower assumed revenue growth, a reduced profit margin outlook, and a slightly higher discount rate, partly in line with a series of recent price target cuts across the Street. Analyst Commentary Bearish analysts have been trimming their price targets for Open Text in close succession, with multiple cuts of between $3 and $12 from various firms.
내러티브 업데이트 • Feb 17

OTEX: Buyback Expansion And Cash Flow Discipline Will Support Medium Term Rebound

The analyst price target for OpenText has edged down by roughly $0.48 per share, as analysts factor in slightly higher discount rates along with modest adjustments to long term growth, margins, and future P/E assumptions following a series of target cuts from major firms. Analyst Commentary Recent Street research has centered on price target resets following prior cuts, with analysts revisiting their models for OpenText and fine tuning assumptions around growth, profitability, and valuation multiples.
분석 기사 • Feb 04

Open Text Corporation (NASDAQ:OTEX) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

To the annoyance of some shareholders, Open Text Corporation ( NASDAQ:OTEX ) shares are down a considerable 27% in the...
내러티브 업데이트 • Feb 03

OTEX: Medium Term Earnings Plan Will Support Rebound After Softer Q2 Guidance

Analysts have trimmed their average price target on OpenText to about US$38, a cut of roughly US$12 from prior levels. They are weighing recent target reductions from TD Securities and CIBC against earlier increases from UBS and Jefferies that were tied to modest revenue and EPS upside and maintained long term guidance.
내러티브 업데이트 • Jan 20

OTEX: AI Initiatives And Buybacks Will Support Re Rating Potential

Analysts have reduced their average price target on OpenText by about $0.30 to $40.00. This reflects a combination of recent target cuts and raises as they balance modest valuation adjustments with company guidance and recent quarterly results.
내러티브 업데이트 • Jan 06

OTEX: AI And Buybacks Will Drive Renewed Attention Over The Next Year

Analysts have nudged their implied price target for OpenText slightly lower to about US$40.27 from roughly US$40.45. At the same time, several firms recently raised published targets into the US$35 to US$39 range, citing modest upside to recent results and expectations for generally solid upcoming earnings.
내러티브 업데이트 • Dec 16

OTEX: AI Expansion And Margin Execution Will Drive Balanced Risk Reward Outlook

The analyst price target for OpenText has increased to $35 from $31, as analysts factor in recent target hikes across the Street that reflect improved profit margin expectations and a slightly lower forward valuation multiple, despite modestly softer growth assumptions. Analyst Commentary Recent Street research reflects a more balanced tone on OpenText, with higher price targets tempered by a clear emphasis on execution and growth risks.
내러티브 업데이트 • Dec 02

OTEX: AI-Focused Catalysts Will Drive Renewed Attention Over The Next Six Months

Analysts have raised their average price target for Open Text by a notable margin, citing solid recent results and growing optimism surrounding the company’s evolving AI strategy and future growth prospects. Analyst Commentary Recent analyst coverage of Open Text highlights a blend of increasing confidence in the company’s growth potential and some near-term caution, particularly around execution and forecast visibility.
내러티브 업데이트 • Nov 18

OTEX: AI-Powered Developments Will Drive Attention And Renewed Momentum Ahead

Analysts have raised their average price target for Open Text to approximately $40.45 from $39.39. This change reflects an improving profit outlook, sustained FY26 guidance, and expectations for AI-driven growth catalysts over the next several months.
분석 기사 • Nov 12

Why Open Text's (NASDAQ:OTEX) Earnings Are Better Than They Seem

Despite posting healthy earnings, Open Text Corporation's ( NASDAQ:OTEX ) stock has been quite weak. Along with the...
분석 기사 • Nov 08

Open Text Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Last week, you might have seen that Open Text Corporation ( NASDAQ:OTEX ) released its first-quarter result to the...
내러티브 업데이트 • Nov 01

OTEX: AI Initiatives And New Leadership Will Drive Balanced Future Prospects

Open Text's analyst price target has increased from $37.66 to $39.39 as analysts point to improving earnings outlook, ongoing business optimization efforts, and emerging AI-driven growth catalysts behind their upward revisions. Analyst Commentary Recent street research paints a nuanced picture for Open Text, as analysts adjust their ratings and price targets in response to recent performance and evolving business prospects.
내러티브 업데이트 • Oct 18

Cloud And AI Integration Will Advance Global Market Reach

Narrative Update: OpenText Analyst Price Target Revision Analysts have raised their average price target for OpenText, reflecting growing optimism around recent management meetings, upcoming catalysts, and improvements in cloud momentum. Several targets now range from $33 to $45 per share, up notably from prior levels.
내러티브 업데이트 • Oct 04

Cloud And AI Integration Will Advance Global Market Reach

Analysts have raised their price target for Open Text from $35.90 to $37.66. This change reflects improved sentiment and recent upgrades based on expectations of AI-driven catalysts and margin expansion.
내러티브 업데이트 • Sep 19

Cloud And AI Integration Will Advance Global Market Reach

The consensus analyst price target for Open Text has edged up to $35.90, as optimism around its AI positioning, solid Q4 results, business optimization, and buybacks is partially offset by leadership uncertainty, resulting in a modest fair value increase. Analyst Commentary Bullish analysts cite OpenText’s positioning as a developing artificial intelligence play and anticipate multiple catalysts over the next six months that could draw renewed investor attention and support a clearer growth narrative.
분석 기사 • Sep 05

An Intrinsic Calculation For Open Text Corporation (NASDAQ:OTEX) Suggests It's 48% Undervalued

Key Insights Open Text's estimated fair value is US$64.44 based on 2 Stage Free Cash Flow to Equity Open Text's...
내러티브 업데이트 • Sep 04

Cloud And AI Integration Will Advance Global Market Reach

Open Text’s analyst price target was held steady at $34.80 as strong financial results and improved 2026 guidance were offset by leadership uncertainty and a lack of clarity on strategic initiatives. Analyst Commentary Bullish analysts point to strong Q4 financial performance, with revenue beating consensus and the highest sales beat since Q3 2023.
분석 기사 • Aug 12

Open Text's (NASDAQ:OTEX) Shareholders Will Receive A Bigger Dividend Than Last Year

Open Text Corporation ( NASDAQ:OTEX ) will increase its dividend from last year's comparable payment on the 19th of...
분석 기사 • Aug 04

Is Open Text (NASDAQ:OTEX) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Jul 09

Open Text Corporation's (NASDAQ:OTEX) Business And Shares Still Trailing The Market

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
분석 기사 • Jun 11

Here's Why Open Text (NASDAQ:OTEX) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • Feb 18

Open Text: Still Decent Risk Reward

Summary I rate Open Text a 'Buy' with a 1-year price target of $31.46 per share, projecting a 14.4% upside and a quarterly dividend of $0.26. OTEX's fundamentals have been choppy post-AMC divestiture, but liquidity and net margin improvements highlight potential for recovery. Key catalysts include the launch of Titanium X and a new licensing model, both expected to drive growth and margin expansion. Despite competition risks, the Company is undervalued at 1.3x P/S, with potential to trade around 2x in a positive growth environment. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGS:OTEX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20285,3337321,0921,3934
6/30/20275,2666541,0181,20211
6/30/20265,21454182296711
12/31/20255,1804368781,027N/A
9/30/20255,1884989061,056N/A
6/30/20255,168436687831N/A
3/31/20255,220655709858N/A
12/31/20245,413661683840N/A
9/30/20245,613469682843N/A
6/30/20245,770465808968N/A
3/31/20245,898168754898N/A
12/31/20235,696127712850N/A
9/30/20235,058348569694N/A
6/30/20234,485150655779N/A
3/31/20233,897301778916N/A
12/31/20223,534318778903N/A
9/30/20223,514148821924N/A
6/30/20223,494397889982N/A
3/31/20223,4854769441,026N/A
12/31/20213,436493688766N/A
9/30/20213,414339757832N/A
6/30/20213,386311812876N/A
3/31/20213,319156806860N/A
12/31/20203,301901,0691,126N/A
9/30/20203,2172639821,051N/A
6/30/20203,110234882955N/A
3/31/20203,030280836904N/A
12/31/20192,935327792860N/A
9/30/20192,898324N/A842N/A
6/30/20192,869286N/A876N/A
3/31/20192,876275N/A851N/A
12/31/20182,843261N/A835N/A
9/30/20182,842242N/A812N/A
6/30/20182,815242N/A708N/A
3/31/20182,725227N/A607N/A
12/31/20172,632189N/A492N/A
9/30/20172,440149N/A433N/A
6/30/20172,2911,026N/A440N/A
3/31/20172,1111,066N/A456N/A
12/31/20161,9591,113N/A490N/A
9/30/20161,8811,156N/A506N/A
6/30/20161,824284N/A526N/A
3/31/20161,823267N/A538N/A
12/31/20151,830224N/A492N/A
9/30/20151,833211N/A477N/A
6/30/20151,852234N/A523N/A

애널리스트 향후 성장 전망

수입 대 저축률: OTEX 의 연간 예상 수익 증가율(19.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: OTEX 의 연간 수익(19.8%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: OTEX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: OTEX 의 수익(연간 1.1%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: OTEX 의 수익(연간 1.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: OTEX의 자본 수익률은 3년 후 26.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 22:47
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Open Text Corporation는 26명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kadambari DaptardarAccountability Research Corporation
Richard TseATB Cormark Historical (Cormark Securities)
Raimo LenschowBarclays