ASX:WTCSoftware
WiseTech Global (ASX:WTC) Is Down 10.5% After AI Margin Jitters And E2open Risks - Has The Bull Case Changed?
In recent days, WiseTech Global has been caught up in a broad sell-off in technology and SaaS stocks, as investors reassess software business models amid concerns that artificial intelligence could pressure margins and reduce pricing power across the sector.
Despite these sector-wide worries and execution risks around integrating E2open, WiseTech’s high customer retention and deeply embedded logistics platform underline how critical its software remains to global supply chain...