Price Target Changed • Feb 26
Price target decreased by 7.4% to AU$7.15 Down from AU$7.72, the current price target is an average from 17 analysts. New target price is 105% above last closing price of AU$3.49. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.0085 next year compared to a net loss per share of AU$0.091 last year. Breakeven Date Change • Feb 26
Forecast breakeven date pushed back to 2027 The 17 analysts covering SiteMinder previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 89% to 2026. The company is expected to make a profit of AU$16.0m in 2027. Average annual earnings growth of 60% is required to achieve expected profit on schedule. Buy Or Sell Opportunity • Feb 04
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 34% to AU$4.52. The fair value is estimated to be AU$5.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%. Announcement • Jan 06
SiteMinder Limited to Report First Half, 2026 Results on Feb 25, 2026 SiteMinder Limited announced that they will report first half, 2026 results on Feb 25, 2026 Announcement • Dec 01
SiteMinder Limited Announces Appointment of Samantha Lawson as an Independent Non-Executive Director of the Board, Effective December 1, 2025 SiteMinder Limited announced the appointment of Samantha Lawson as an independent non-executive director of the Board, effective 1 December 2025. Samantha is a leading technology executive with expertise in artificial intelligence (AI), digital strategy, and product development. Samantha has held senior executive and board roles, including VP of AI and Digital at Optus where she notably led the introduction of Generative AI capabilities to enhance customer experience, sales conversion, and coding efficiency. Samantha's professional track record saw her recognised as the Digital Nation AI & Data Transformation Champion at the 2025 Digital Nation Awards, and as an honoree in the AFR's Women to Watch in 2025. Prior to her role at Optus, Samantha was the Chief Operating Officer and Board Director at Oxford VR, a Non-Executive Director at Silicon Quantum Computing, General Manager of Strategy and Innovation at the Commonwealth Bank, a Director at Faethm, and worked for the Boston Consulting Group. Samantha received a bachelor's degree from the University of Sydney, and an MBA from INSEAD. Recent Insider Transactions Derivative • Nov 08
CEO, MD & Executive Director exercised options to buy AU$151k worth of stock. On the 5th of November, Sankar Narayan exercised options to buy 23k shares at a strike price of around AU$7.05, costing a total of AU$161k. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since December 2024, Sankar's direct individual holding has increased from 7.15m shares to 7.17m. Company insiders have collectively bought AU$285k more than they sold, via options and on-market transactions, in the last 12 months. Buy Or Sell Opportunity • Oct 02
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 68% to AU$7.54. The fair value is estimated to be AU$6.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%. Board Change • Oct 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Dean Stoecker was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Sep 30
SiteMinder Limited, Annual General Meeting, Oct 29, 2025 SiteMinder Limited, Annual General Meeting, Oct 29, 2025. Location: hybrid meeting, Australia Price Target Changed • Aug 28
Price target increased by 13% to AU$7.00 Up from AU$6.18, the current price target is an average from 17 analysts. New target price is 5.1% above last closing price of AU$6.66. Stock is up 34% over the past year. The company is forecast to post earnings per share of AU$0.0092 next year compared to a net loss per share of AU$0.091 last year. Buy Or Sell Opportunity • Aug 27
Now 33% overvalued after recent price rise Over the last 90 days, the stock has risen 43% to AU$6.60. The fair value is estimated to be AU$4.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%. Reported Earnings • Aug 27
Full year 2025 earnings released: AU$0.09 loss per share (vs AU$0.095 loss in FY 2024) Full year 2025 results: AU$0.09 loss per share (improved from AU$0.095 loss in FY 2024). Revenue: AU$224.8m (up 18% from FY 2024). Net loss: AU$24.5m (loss narrowed 2.5% from FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Announcement • Jul 02
SiteMinder Limited Announces Retirement of Aaron Mckenzie as Company Secretary, Effective September 26, 2025 SiteMinder Limited announced that Mr. Aaron McKenzie is retiring as Company Secretary effective 26 September 2025. The Company will make a further announcement in due course regarding the appointment of a new Company Secretary. Announcement • Jun 06
SiteMinder Limited to Report Fiscal Year 2025 Results on Aug 27, 2025 SiteMinder Limited announced that they will report fiscal year 2025 results on Aug 27, 2025 Price Target Changed • May 08
Price target decreased by 7.0% to AU$6.38 Down from AU$6.86, the current price target is an average from 14 analysts. New target price is 65% above last closing price of AU$3.87. Stock is down 30% over the past year. The company is forecast to post a net loss per share of AU$0.054 next year compared to a net loss per share of AU$0.095 last year. Major Estimate Revision • Mar 04
Consensus EPS estimates fall by 53% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$237.4m to AU$227.3m. Losses expected to increase from AU$0.033 per share to AU$0.051. Software industry in Australia expected to see average net income growth of 42% next year. Consensus price target down from AU$7.02 to AU$6.85. Share price fell 24% to AU$4.87 over the past week. Reported Earnings • Feb 27
First half 2025 earnings: Revenues miss analyst expectations First half 2025 results: Revenue: AU$104.4m (up 14% from 1H 2024). Net loss: AU$8.98m (loss narrowed 40% from 1H 2024). Revenue missed analyst estimates by 4.8%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Announcement • Nov 20
SiteMinder Limited to Report First Half, 2025 Results on Feb 26, 2025 SiteMinder Limited announced that they will report first half, 2025 results on Feb 26, 2025 Recent Insider Transactions • Oct 03
Non-Executive Director recently sold AU$85m worth of stock On the 30th of September, Leslie Szekely sold around 14m shares on-market at roughly AU$6.10 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$85m more than they bought in the last 12 months. Announcement • Sep 30
SiteMinder Limited, Annual General Meeting, Oct 28, 2024 SiteMinder Limited, Annual General Meeting, Oct 28, 2024. Location: at bond store 3, 30 windmill street, millers point, sydney nsw 2000, sydney Australia Major Estimate Revision • Sep 02
Consensus EPS estimates fall by 39% The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -AU$0.027 to -AU$0.037 per share. Revenue forecast unchanged at AU$238.3m. Software industry in Australia expected to see average net income growth of 53% next year. Consensus price target broadly unchanged at AU$6.53. Share price fell 7.3% to AU$4.86 over the past week. Reported Earnings • Aug 28
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: AU$0.095 loss per share (improved from AU$0.19 loss in FY 2023). Revenue: AU$190.8m (up 26% from FY 2023). Net loss: AU$25.1m (loss narrowed 49% from FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Announcement • Jul 13
SiteMinder Limited to Report Fiscal Year 2024 Results on Aug 27, 2024 SiteMinder Limited announced that they will report fiscal year 2024 results on Aug 27, 2024 Breakeven Date Change • Jul 09
Forecast to breakeven in 2026 The 16 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$14.2m in 2026. Average annual earnings growth of 75% is required to achieve expected profit on schedule. Reported Earnings • Feb 28
First half 2024 earnings: EPS misses analyst expectations First half 2024 results: AU$0.056 loss per share (improved from AU$0.098 loss in 1H 2023). Revenue: AU$91.8m (up 28% from 1H 2023). Net loss: AU$14.9m (loss narrowed 42% from 1H 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Breakeven Date Change • Feb 27
Forecast to breakeven in 2026 The 14 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$13.4m in 2026. Average annual earnings growth of 74% is required to achieve expected profit on schedule. Buy Or Sell Opportunity • Jan 30
Now 20% undervalued Over the last 90 days, the stock has risen 33% to AU$5.48. The fair value is estimated to be AU$6.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 99% in the next 2 years. Breakeven Date Change • Jan 17
Forecast breakeven date moved forward to 2025 The 14 analysts covering SiteMinder previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 62% to 2024. The company is expected to make a profit of AU$227.4k in 2025. Average annual earnings growth of 71% is required to achieve expected profit on schedule. Breakeven Date Change • Nov 02
Forecast breakeven date pushed back to 2026 The 15 analysts covering SiteMinder previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 96% per year to 2025. The company is expected to make a profit of AU$15.4m in 2026. Average annual earnings growth of 72% is required to achieve expected profit on schedule. Reported Earnings • Aug 23
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: AU$0.19 loss per share (improved from AU$0.55 loss in FY 2022). Revenue: AU$152.3m (up 31% from FY 2022). Net loss: AU$49.3m (loss narrowed 55% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Price Target Changed • Aug 01
Price target increased by 7.7% to AU$4.96 Up from AU$4.61, the current price target is an average from 16 analysts. New target price is 17% above last closing price of AU$4.26. Stock is up 1.4% over the past year. The company is forecast to post a net loss per share of AU$0.15 next year compared to a net loss per share of AU$0.55 last year. Breakeven Date Change • Jun 30
Forecast to breakeven in 2026 The 14 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$13.4m in 2026. Average annual earnings growth of 73% is required to achieve expected profit on schedule. Breakeven Date Change • Feb 23
Forecast to breakeven in 2025 The 12 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 60% per year to 2024. The company is expected to make a profit of AU$2.44m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule. Announcement • Feb 15
SiteMinder Limited Announces Retirement of Michael Ford as a Non-Executive Director SiteMinder Limited announced that Michael Ford has retired from his position as a Non-Executive Director of SiteMinder, effective from the close of business on 14 February 2023. Mike co-founded SiteMinder more than 15 years ago and, in his previous role as CEO, helped develop SiteMinder into a leading hotel software provider that services 36,600 hoteliers spanning more than 150 countries. Mike handed over the position of CEO to Sankar Narayan in 2019 and remained on the Board through the company's initial public offering in 2021. Having seen the company achieve a return to pre-covid revenue growth levels of 30% during the last 12 months, Mike has decided to step down as a Non-Executive Director to pursue other interests. Mike will continue to lend his expertise to SiteMinder under the consultancy agreement signed on 3 May 2022, advising management as an industry expert on strategy and other key business functions. SiteMinder's Board, led by independent Chair Pat O'Sullivan, is well balanced between its two long-serving non-executive directors, who each have valuable corporate history to contribute, its CEO, Sankar Narayan, and its three relatively newer independent directors, who bring fresh ideas and perspectives shaped by their experience as entrepreneurs, sitting on other company boards and in senior executive roles. Breakeven Date Change • Feb 12
No longer forecast to breakeven The 12 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$906.5k in 2025. New consensus forecast suggests the company will make a loss of AU$1.02m in 2025. Breakeven Date Change • Jan 31
No longer forecast to breakeven The 11 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$919.0k in 2025. New consensus forecast suggests the company will make a loss of AU$47.2k in 2025. Breakeven Date Change • Jan 30
No longer forecast to breakeven The analyst covering SiteMinder no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$262.4k in 2025. New forecast suggests the company will make a loss of AU$1.59m in 2025. Announcement • Dec 20
SiteMinder Announces the Appointment of Tim Howard to the Position of Chief Financial Officer, Effective January 9 2023 SiteMinder announced the appointment of Tim Howard to the position of Chief Financial Officer, effective January 9 2023. Joining the executive leadership team in January as Chief Financial Officer, Tim Howard brings more than 20 years of commercial and corporate finance experience in technology companies to SiteMinder. Previously, Tim was CFO and COO at data analytics and AI-enabled messaging platform Ortto (previously Autopilot), a Blackbird SaaS business. Tim was also previously an Operating Partner with private equity firm Allegro Funds, and spent 11 years with Apple where he held multiple roles, including Chief Financial Officer of the Education and Retail Channels in EMEA and Head of Commercial in APAC. Tim is a qualified CPA with an MBA from London Business School, and a Bachelor of Commerce (Hons) degree from University of Sydney. Announcement • Dec 19
SiteMinder Announces the Promotion of Jonathan Kenny to the Role of Chief Operating Officer, Effective January 9 2023 SiteMinder announced the promotion of Jonathan Kenny to the role of Chief Operating Officer, effective January 9 2023. SiteMinder's Chief Financial Officer since 2018, Jonathan has more than 20 years' experience scaling large operational teams for growth in both private and public companies, including then ASX-listed RP Data (Corelogic), where he was Chief Operating Officer, and ASX-listed 3PL, where he was CFO and interim CEO. The company announced the promotion of Jonathan Kenny to the role of Chief Operating Officer at SiteMinder. Breakeven Date Change • Dec 15
No longer forecast to breakeven The 10 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$2.44m in 2025. New consensus forecast suggests the company will make a loss of AU$660.5k in 2025. Price Target Changed • Nov 16
Price target decreased to AU$5.13 Down from AU$5.55, the current price target is an average from 9 analysts. New target price is 69% above last closing price of AU$3.03. Stock is down 56% over the past year. The company is forecast to post a net loss per share of AU$0.13 next year compared to a net loss per share of AU$0.55 last year. Announcement • Sep 15
SiteMinder Appoints Dean Stoecker as a Non-Executive Director SiteMinder announced the appointment of Dean A. Stoecker as an independent non-executive director of the Board, effective 15 September 2022. Dean is an American entrepreneur and businessman, who in 1997 co-founded a company, known as the software giant Alteryx. Alteryx is the leader in automating analytics and data-driven business processes, playing a key role in making data-driven tools accessible at all levels of the world's leading organisations. Dean is currently Alteryx's Executive Chairman and was previously its Chief Executive Officer. Before founding Alteryx, Dean was Director - Enterprise Solutions at Integration Technologies Inc, Principal at Donnelley Marketing Information Services, Vice President - Sales at Strategic Mapping Inc, and Regional Manager - Sales at Dun & Bradstreet. Dean received a bachelor's degree from the University of Colorado, and an MBA from Pepperdine University. He resides in Colorado Springs, Colorado. With his strong entrepreneurial and growth background, Dean's appointment as an independent non-executive director adds further diversity to SiteMinder's Board. Recent Insider Transactions • Sep 14
Independent Non-Executive Chairman recently bought AU$50k worth of stock On the 9th of September, Patrick Redmond O'Sullivan bought around 17k shares on-market at roughly AU$3.02 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Patrick Redmond's only on-market trade for the last 12 months. Major Estimate Revision • Aug 29
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 revenue forecast increased from AU$143.0m to AU$146.4m. Forecast EPS reduced from -AU$0.10 to -AU$0.13 per share. Software industry in Australia expected to see average net income growth of 15% next year. Consensus price target down from AU$5.62 to AU$5.49. Share price fell 12% to AU$3.46 over the past week. Reported Earnings • Aug 24
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: AU$0.55 loss per share (up from AU$0.92 loss in FY 2021). Revenue: AU$116.5m (up 16% from FY 2021). Net loss: AU$110.4m (loss narrowed 9.3% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Over the next year, revenue is forecast to grow 25%, compared to a 39% growth forecast for the Software industry in Australia. Breakeven Date Change • Aug 16
Forecast to breakeven in 2025 The 7 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$4.40m in 2025. Average annual earnings growth of 70% is required to achieve expected profit on schedule. Recent Insider Transactions • May 17
Independent Non-Executive Director recently bought AU$68k worth of stock On the 16th of May, Kim Elizabeth Anderson bought around 15k shares on-market at roughly AU$4.50 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$111k more in shares than they have sold in the last 12 months. Major Estimate Revision • May 03
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 expected loss increased from -AU$0.32 to -AU$0.39 per share. Revenue forecast unchanged at AU$115.0m. Software industry in Australia expected to see average net income growth of 16% next year. Consensus price target down from AU$6.38 to AU$6.09. Share price rose 4.1% to AU$4.61 over the past week. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Kim Elizabeth Anderson was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 20
SiteMinder Limited Appoints Kim Anderson as Non-Executive Director SiteMinder Limited announced the appointment of Kim Anderson as an independent non-executive director of the Board, effective 20 April 2022. Kim will also act as Chair of SiteMinder's People and Culture Committee. She is currently a non-executive director of Carsales, Marley Spoon AG, Invocare Ltd. and Infomedia. She serves as Chair of the Remuneration, People and Culture Committee on all her boards. Major Estimate Revision • Feb 22
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast increased from AU$112.2m to AU$114.3m. Forecast EPS reduced from -AU$0.11 to -AU$0.30 per share. Software industry in Australia expected to see average net income growth of 26% next year. Consensus price target broadly unchanged at AU$7.01. Share price fell 4.0% to AU$5.78 over the past week. Reported Earnings • Feb 16
First half 2022 earnings released First half 2022 results: Revenue: (flat on 1H 2021). Net income: (flat on 1H 2021). Profit margin: (in line with 1H 2021). Over the next year, revenue is forecast to grow 20%, compared to a 31% growth forecast for the industry in Australia.