WTC Share Price Performance
AU$0
-120.03 (-100.00%)
Price AU$0
Fair ValueAU$69.51
Share Pricen/a
Narrative Update • Jul 21
WiseTech Global Limited Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 264 Fair Values set on narratives written by author
WTC Community Narratives
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Fair Value
·Fair Value AU$69.51 54.7% undervalued intrinsic discount
WTC: Ongoing Revenue Model Transition Will Drive Long-Term Opportunity
3users have liked this narrative
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116users have followed this narrative
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Fair Value
·Fair Value AU$41.32 23.8% undervalued intrinsic discount
Rising Trade Barriers And Compliance Burdens Will Dampen Prospects
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24users have followed this narrative
AN
Fair Value
·Fair Value AU$124.85 74.8% 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 and rolling out more AI-powered tools, aiming to make its CargoWise platform easier to adopt and stickier over time. But the big bet also depends on smoothly absorbing a major acquisition and fending off new tech rivals, with debt and pricing changes adding extra pressure if growth slows.Read more
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AU$69.51
54.7% undervalued intrinsic discount
Fair Value
Revenue
21.12% p.a.
Profit Margin
25.74%
Future PE
43.66x
Price in 2029
AU$90.08
Rising Trade Barriers And Compliance Burdens Will Dampen Prospects
WiseTech Global looks like a logistics software winner, but growing trade barriers, heavier regulation, and reliance on a handful of big customers could slow its momentum and pressure profits. The upside case hinges on automation, new products, and big acquisitions paying off—while the downside is that competition and integration missteps hit its lead sooner than many expect.Read more
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AU$41.32
23.8% undervalued intrinsic discount
Fair Value
Revenue
22.04% p.a.
Profit Margin
26.71%
Future PE
24.21x
Price in 2029
AU$53.58
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
74.8% undervalued intrinsic discount
Fair Value
Revenue
27.03% p.a.
Profit Margin
27.52%
Future PE
64.89x
Price in 2029
AU$160.62
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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WTC: Governance Reset And Platform Resilience Will Support Recovery Potential
Fair Value: AU$69.51 54.7% undervalued intrinsic discount
116 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
WTC: Governance Reset And AI Restructuring Will Shape Future Earnings Outcomes
Fair Value: AU$41.32 23.8% undervalued intrinsic discount
24 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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WTC: Higher Margin Outlook And Cash Generation Will Support Future Confidence
Fair Value: AU$124.85 74.8% 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
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.
