TNE Share Price Performance
AU$27.69
-0.81 (-2.84%)
14.1% undervalued intrinsic discount
AU$32.23
Fair Value
Price AU$27.69
AnalystConsensusTarget AU$32.23
AnalystHighTarget AU$38.70
AnalystLowTarget AU$23.00
Fair ValueAU$32.23
Share Pricen/a
Technology One Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 100 Fair Values set on narratives written by author
TNE Community Narratives
AN
Fair Value AU$32.23 14.1% undervalued intrinsic discount
Overvaluation Will Encounter Regulatory Headwinds And SaaS Resilience
1users have liked this narrative
0users have commented on this narrative
50users have followed this narrative
AN
Fair Value AU$38.7 28.4% undervalued intrinsic discount
Cloud Adoption And Digital Transformation Will Expand Opportunities
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value AU$23 20.4% overvalued intrinsic discount
ANZ Public Sector Reliance And Global Scrutiny Will Constrain Margins
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
Cloud Adoption And Digital Transformation Will Expand Opportunities
Key Takeaways Accelerated SaaS adoption, superior customer retention, and vertical expertise are driving stronger-than-expected recurring revenue and profit growth across key markets. Differentiation through security, product innovation, and strategic international expansion supports high win rates, margin gains, and long-term revenue outperformance.Read more
127
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AU$38.7
28.4% undervalued intrinsic discount
Fair Value
Revenue
19.69% p.a.
Profit Margin
26.76%
Future PE
57.91x
Price in 2029
AU$49
Overvaluation Will Encounter Regulatory Headwinds And SaaS Resilience
Key Takeaways Over-optimism on sustained growth and margins may ignore rising competition, regulation, and technology shifts that could pressure revenue and profitability. Customer retention is vulnerable to trends in open data, government interoperability, and disruptive competitors, risking softer recurring revenue and weaker long-term margins.Read more
513
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
50users have followed this narrative
AN
AU$32.23
14.1% undervalued intrinsic discount
Fair Value
Revenue
14.47% p.a.
Profit Margin
25.71%
Future PE
57.47x
Price in 2029
AU$40.86
ANZ Public Sector Reliance And Global Scrutiny Will Constrain Margins
Key Takeaways Strong reliance on government contracts and a shift to SaaS models create revenue risks, while aggressive global and regulatory environments add further complexity and cost pressures. Rising competition from global SaaS giants and niche cloud solutions threatens market share, pricing power, and long-term earnings stability.Read more
129
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
AU$23
20.4% overvalued intrinsic discount
Fair Value
Revenue
12.28% p.a.
Profit Margin
25.1%
Future PE
44.41x
Price in 2029
AU$29.09
Trending Discussion
Recently Updated Narratives
AN
TNE: Index Removals Will Present Long Term Margin Upside Opportunity
Fair Value: AU$38.7 28.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TNE: Higher Growth Assumptions And Margins Will Support Future Upside
Fair Value: AU$32.23 14.1% undervalued intrinsic discount
50 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TNE: Elevated P/E And Refined Assumptions Will Shape Balanced Future Returns
Fair Value: AU$23 20.4% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Technology One Limited Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
May 19, 2026
- 0.42
- 57.03%
- 23.00%
- 0%
About TNE
- Founded
- 1983
- Employees
- 1500
- CEO
- WebsiteView website
Technology One Limited engages in the development, marketing, sale, implementation, and support of integrated enterprise business software solutions in Australia and internationally. It operates through Software and Consulting segments. The company offers various business software solutions, including business analytics, app builder, corporate performance management, curriculum, DxP local government, DxP Student, DxP Essentials, enterprise asset management, enterprise budgeting, enterprise cash receipting, enterprise content management, financials, human resources and payroll, performance planning, property and rating, spatial, student management, timetabling and scheduling, and supply chain management. It serves local government, education, government, health and community services, asset and project intensive, and financial services and corporate organizations. Technology One Limited was incorporated in 1983 and is headquartered in Fortitude Valley, Australia.
