Tyler Technologies, Inc.

NYSE:TYL 주식 리포트

시가총액: US$13.8b

Tyler Technologies 향후 성장

Future 기준 점검 1/6

Tyler Technologies (는) 각각 연간 15.5% 및 8.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10% 로 예상됩니다.

핵심 정보

15.5%

이익 성장률

15.88%

EPS 성장률

Software 이익 성장20.7%
매출 성장률8.9%
향후 자기자본이익률10.05%
애널리스트 커버리지

Good

마지막 업데이트24 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Aug 14

TYL: Cloud Migration And AI Integration Will Drive Long Term Upside

Tyler Technologies’ analyst price target has been trimmed in line with a lower internal fair value estimate from about $540 to about $522, as analysts factor in softer margins, a slightly higher discount rate, and updated views on cloud migration timing following recent Q2 research updates. Analyst Commentary Recent Street research on Tyler Technologies points to a generally constructive tone, even as several firms trim price targets after Q2 updates and investor events.
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 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

이익 및 매출 성장 예측

NYSE:TYL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,05847988988510
12/31/20272,80841878080322
12/31/20262,55536068170722
6/30/20262,430325706731N/A
3/31/20262,381316675705N/A
12/31/20252,332316621654N/A
9/30/20252,298315600634N/A
6/30/20252,246307605643N/A
3/31/20252,191290566609N/A
12/31/20242,138263575625N/A
9/30/20242,078237493547N/A
6/30/20242,029208403461N/A
3/31/20241,992189321378N/A
12/31/20231,952166327380N/A
9/30/20231,923158308355N/A
6/30/20231,902164261307N/A
3/31/20231,866155354403N/A
12/31/20221,850164331381N/A
9/30/20221,832188312375N/A
6/30/20221,818179389451N/A
3/31/20221,754164295354N/A
12/31/20211,592161316372N/A
9/30/20211,442161305346N/A
6/30/20211,268156277310N/A
3/31/20211,135184342370N/A
12/31/20201,117195327355N/A
9/30/20201,122188309343N/A
6/30/20201,112189268303N/A
3/31/20201,116167N/A287N/A
12/31/20191,086147N/A255N/A
9/30/20191,040131N/A249N/A
6/30/20191,000130N/A231N/A
3/31/2019961137N/A230N/A
12/31/2018935147N/A250N/A
9/30/2018911182N/A233N/A
6/30/2018890182N/A213N/A
3/31/2018862175N/A192N/A
12/31/2017841170N/A196N/A
9/30/2017816135N/A194N/A
6/30/2017796131N/A181N/A
3/31/2017776124N/A199N/A
12/31/2016760114N/A192N/A
9/30/201672287N/A204N/A
6/30/201667872N/A180N/A
3/31/201663566N/A178N/A
12/31/201559165N/A134N/A
9/30/201556072N/A98N/A

애널리스트 향후 성장 전망

수입 대 저축률: TYL 의 연간 예상 수익 증가율(15.5%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: TYL 의 연간 수익(15.5%)이 US 시장(17.4%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: TYL 의 수익(연간 8.9%)이 US 시장(연간 13.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TYL 의 수익(연간 8.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TYL의 자본 수익률은 3년 후 10%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/20 12:29
종가2026/09/18 00:00
수익2026/06/30
연간 수익2025/12/31

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

Tyler Technologies, Inc.는 36명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert OliverBaird
Saket KaliaBarclays
"Saket KaliaBarclays