WTC Share Price Performance
AU$0
-109.57 (-100.00%)
Price AU$0
Fair ValueAU$75.22
Share Pricen/a
Narrative Update • Jun 23
WiseTech Global Limited Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 251 Fair Values set on narratives written by author
WTC Community Narratives
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Fair Value
·Fair Value AU$75.22 57.0% undervalued intrinsic discount
WTC: Ongoing Revenue Model Transition Will Drive Long-Term Opportunity
2users have liked this narrative
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111users have followed this narrative
AN
Fair Value
·Fair Value AU$47.52 31.9% undervalued intrinsic discount
Rising Trade Barriers And Compliance Burdens Will Dampen Prospects
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22users have followed this narrative
AN
Fair Value
·Fair Value AU$124.85 74.1% undervalued intrinsic discount
E2open And CargoWise Will Revolutionize Global E-Commerce Logistics
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1users have commented on this narrative
12users have followed this narrative
WTC: Ongoing Revenue Model Transition Will Drive Long-Term Opportunity
WiseTech is changing how it charges customers by bundling more tools into a single, transaction-based offering, which could make it easier for smaller logistics firms to adopt and stick with the platform. The big upside comes from new products and a major acquisition expanding what it can serve, but slower core growth, tough integration work, and new AI-native rivals could derail the story.Read more
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AU$75.22
57.0% undervalued intrinsic discount
Fair Value
Revenue
21.03% p.a.
Profit Margin
25.57%
Future PE
47.62x
Price in 2029
AU$97.45
E2open And CargoWise Will Revolutionize Global E-Commerce Logistics
Key Takeaways Strategic acquisitions and integration with E2open position WiseTech to create a fully integrated digital trade marketplace with new, high-margin revenue streams. AI-driven platforms and value-based pricing accelerate adoption, driving recurring revenues and margin expansion as clients shift from legacy to SaaS supply chain solutions.Read more
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AU$124.85
74.1% undervalued intrinsic discount
Fair Value
Revenue
27.03% p.a.
Profit Margin
27.52%
Future PE
64.89x
Price in 2029
AU$160.62
Rising Trade Barriers And Compliance Burdens Will Dampen Prospects
Key Takeaways Geopolitical shifts, increased regulation, and customer concentration threaten WiseTech's long-term growth, profitability, and revenue stability. Rising competition and acquisition integration issues may undermine WiseTech's market position, erode margins, and delay the realization of strategic benefits.Read more
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AU$47.52
31.9% undervalued intrinsic discount
Fair Value
Revenue
19.69% p.a.
Profit Margin
23.18%
Future PE
34.85x
Price in 2029
AU$61.06
Trending Discussion
Recently Updated Narratives
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WTC: AI Restructuring And Reaffirmed 2026 Guidance Will Underpin Recovery Potential
Fair Value: AU$75.22 57.0% undervalued intrinsic discount
111 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
WTC: Higher Margin Outlook And Cash Generation Will Support Future Confidence
Fair Value: AU$124.85 74.1% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
WTC: Execution And Integration Discipline Will Shape Future Earnings And Dividend Outcomes
Fair Value: AU$47.52 31.9% undervalued intrinsic discount
22 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
WiseTech Global Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 26, 2026
- 0.49
- 81.12%
- 15.18%
- 129.8%
About WTC
- Founded
- 1994
- Employees
- 7000
- CEO
- WebsiteView website
WiseTech Global Limited engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. It develops, sells, and implements software solutions that enable and empower logistics service providers to facilitate the movement and storage of goods and information. The company offers various software solutions for forwarding and customs, landside logistics, digital documents, transport and specialist warehouse management system, carrier and rates, and enterprise. WiseTech Global Limited was incorporated in 1994 and is based in Alexandria, Australia.
