XRO Share Price Performance
AU$121.20
-56.48 (-31.79%)
33.4% undervalued intrinsic discount
AU$182.05
Fair Value
Price AU$121.20
AnalystConsensusTarget AU$182.05
AnalystLowTarget AU$100.44
KiwiInvest AU$398.60
Fair ValueAU$182.05
Share Pricen/a
Xero Limited Stock Price
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 146 Fair Values set on narratives written by author
XRO Community Narratives
AN
Fair Value AU$182.05 33.4% undervalued intrinsic discount
Analysts Adjust Xero Price Target Amid Profit Margin Pressures and Revised Growth Forecasts
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AN
Fair Value AU$134.61 10.0% undervalued intrinsic discount
Cyber Threats And Regulation Will Erode Value But Encourage Recovery
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KI
Fair Value AU$398.6 69.6% undervalued intrinsic discount
Xero will multiply its profitability with a 25% net profit margin
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7users have followed this narrative
Xero will multiply its profitability with a 25% net profit margin
Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.Read more
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KI
AU$398.6
69.6% undervalued intrinsic discount
KiwiInvest Fair Value
Revenue
20% p.a.
Profit Margin
25%
Future PE
80x
Price in 2030
AU$561.07
Analysts Adjust Xero Price Target Amid Profit Margin Pressures and Revised Growth Forecasts
Key Takeaways Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention. Disciplined capital allocation and U.S. payroll expansion could improve efficiency and earnings growth.Read more
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79users have followed this narrative
AN
AU$182.05
33.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
24.11% p.a.
Profit Margin
12.95%
Future PE
82.31x
Price in 2028
AU$228.98
Cyber Threats And Regulation Will Erode Value But Encourage Recovery
Key Takeaways Regulatory challenges, cybersecurity risks, and rapid AI advancements threaten Xero's profitability, requiring increased investment in compliance, security, and innovation to stay competitive. Market saturation and intensifying competition are likely to slow subscriber and revenue growth, while rising costs strain operating margins and long-term earnings potential.Read more
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4users have followed this narrative
AN
AU$134.61
10.0% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
12.29% p.a.
Profit Margin
17.8%
Future PE
59.89x
Price in 2028
AU$181.99
Cloud And AI Will Transform SME Workflows Worldwide
Key Takeaways Xero is set to outpace expectations through international expansion, scalable SaaS, and rapid adoption driven by regulatory and digital tax complexity. Enhanced AI and integrated workflows will boost monetization, retention, and margins, while strong financials enable strategic acquisitions for further growth.Read more
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AN
AU$240.36
49.6% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
26.28% p.a.
Profit Margin
21.49%
Future PE
62.28x
Price in 2028
AU$324.96
Trending Discussion
Recently Updated Narratives
KI
Xero will multiply its profitability with a 25% net profit margin
Fair Value: AU$398.6 69.6% undervalued intrinsic discount
7 followersusers have followed this narrative
1 commentusers have commented on this narrative
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AN
XRO: Expanding Profit Margins And Stronger Earnings Forecast Will Drive Further Upside
Fair Value: AU$182.05 33.4% undervalued intrinsic discount
79 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Cyber Threats And Regulation Will Erode Value But Encourage Recovery
Fair Value: AU$134.61 10.0% undervalued intrinsic discount
4 followersusers have followed this narrative
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Snowflake Analysis
Xero Limited Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
May 14, 2026
- 1.58
- 88.83%
- 11.63%
- 27.2%
About XRO
- Founded
- 2006
- Employees
- 4615
- CEO
- WebsiteView website
Xero Limited, together with its subsidiaries, provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, North America, and internationally. It offers accounting, payroll, payments and other solutions through its Xero platform. The company also provides Planday, an online employee scheduling software; Hubdoc for bills and receipts; Syft, which creates reports, forecasts, dashboards, and consolidations with AI insights; TaxCycle, a tax preparation software for accountants and bookkeepers; and Tickstar, an e-invoicing product. Xero Limited was incorporated in 2006 and is headquartered in Wellington, New Zealand.
