Xero Gelecekteki Büyüme
Future kriter kontrolleri 4/6
Xero kazanç ve gelirin sırasıyla yıllık 30.7% ve 16.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 31.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 10.6% olacağı tahmin edilmektedir.
Anahtar bilgiler
30.7%
Kazanç büyüme oranı
31.11%
EPS büyüme oranı
| Software kazanç büyümesi | 25.9% |
| Gelir büyüme oranı | 16.4% |
| Gelecekteki özkaynak getirisi | 10.56% |
| Analist kapsamı | Good |
| Son güncelleme | 19 Jun 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Makalesi • Jun 18
Xero (ASX:XRO) Shares Could Be 46.3% Undervalued After Melio AI Payments Launch
Melio’s launch of an agent powered payment network is drawing attention back to Xero (ASX:XRO), as investors assess what agentic AI in B2B payments could mean for the group’s broader small business platform. See our latest analysis for Xero. Despite the Melio news sharpening interest in Xero’s role in small business payments, the stock’s recent momentum has been weak, with the 30 day share price return down 8.88% and the 1 year total shareholder return down 62.66%. This points to a market...
Anlatı Güncellemesi • Jun 17
XRO: AI Expansion And Margin Reset Will Shape Future Earnings Profile
Analysts have reduced their Xero price target to A$78.10 from A$82.67 as they incorporate updated assumptions for a higher discount rate, slightly softer revenue growth, a lower profit margin profile and a higher future P/E multiple. What's in the News for Xero Xero reported FY26 operating revenue growth of 31%, with management linking the result to customer growth, software momentum, and the integration of Melio in the US market.
Anlatı Güncellemesi • Jun 03
XRO: AI And Melio Integration Will Support Stronger Future Returns
Analysts have trimmed their Xero price target from A$230.38 to A$203.09 as they factor in adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Xero reported FY26 operating revenue of about $2.75b to $2.8b, with US performance supported by the Melio acquisition and contributing to a very large uplift in US revenue and more than 110,000 new US customers.Analiz Makalesi • May 20
There May Be Some Bright Spots In Xero's (ASX:XRO) Earnings
Soft earnings didn't appear to concern Xero Limited's ( ASX:XRO ) shareholders over the last week. We think that the...
Anlatı Güncellemesi • May 19
XRO: AI Partnerships And Automation Will Drive Future Upside Potential
Analysts have reduced their Xero price target by A$5.51, reflecting slightly revised assumptions for fair value, discount rate, revenue growth, profit margins and future P/E. What's in the News Xero launched XeroForce, a natural language AI agent builder aimed at helping small businesses and accountants automate finance and compliance workflows across Xero and connected third party apps, with an alpha release available to invite only customers and wider rollout planned later in the year (Product announcement).Analiz Makalesi • May 15
Analysts Are Updating Their Xero Limited (ASX:XRO) Estimates After Its Annual Results
Last week, you might have seen that Xero Limited ( ASX:XRO ) released its yearly result to the market. The early...
Anlatı Güncellemesi • May 12
Xero Will Thrive as AI Becomes a Friend Rather than a Foe
Concerns over the quality and moats of SaaS businesses in the face of new AI threats will pressure Xero to demonstrate greater near term profitability, even if that sacrifices some long term growth ambition. This change will likely benefit Xero more than its current competitors as, like the Warren Buffett quote, "Only when the tide goes out do you discover who's been swimming naked".Anlatı Güncellemesi • May 03
XRO: AI Partnership And Automation Will Support Future Upside
Analysts have reduced their fair value estimate for Xero from A$154.27 to A$134.79, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Xero and Anthropic agreed a multi year partnership that will bring Claude AI directly into Xero and Xero financial data and tools into Claude.ai, aiming to give small businesses and their advisors real time financial intelligence and end to end financial workflows at scale (Client Announcements).Anlatı Güncellemesi • Apr 19
XRO: AI Partnership And Upgrade Will Shape Future Earnings And Execution Risk
Analysts have trimmed their Xero price target by about A$1 to around A$83.66, reflecting a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin assumptions, and updated long run P/E expectations following recent research, including an upgrade from RBC Capital. Analyst Commentary Even with the recent upgrade, the latest research around Xero still includes a clear set of caution flags that readers should keep in mind when thinking about risk and return.Anlatı Güncellemesi • Apr 05
XRO: AI Partnerships Will Support Future Earnings Despite Ongoing Execution Risks
Analysts have modestly lifted their Xero price target to A$83.66 from A$82.74, reflecting updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at RBC Capital. Analyst Commentary Even with the upgraded price target, recent commentary shows that not all experts are fully comfortable with the current set up for Xero.Anlatı Güncellemesi • Mar 22
XRO: Execution On Cloud Platform And AI Analytics Will Support Future Upside
Analysts have nudged their Xero fair value estimate slightly lower, with the target moving by A$0.67 to A$154.27, citing updated views reflected in recent research such as the RBC Capital upgrade. Analyst Commentary Recent research commentaries around the upgrade case focus on how Xero is executing against expectations and how that feeds into the A$154.27 fair value estimate, rather than on any dramatic shift in near term fundamentals.Anlatı Güncellemesi • Mar 07
XRO: Reset Expectations And AI Expansion Will Support Future Upside
Analysts have trimmed their Xero price target to about A$155 from roughly A$182, reflecting updated views on fair value, discount rate, growth, margins and future P/E that also supported a recent upgrade in Street research. Analyst Commentary Recent Street commentary around Xero has focused on how the trimmed A$155 price target lines up with updated views on valuation, growth and execution, alongside the upgrade in formal research coverage.Anlatı Güncellemesi • Feb 21
XRO: Fair Outlook Will Balance AI Upside With Execution And Pricing Risks
Analysts have reduced their price target on Xero from about A$109.01 to about A$82.74, reflecting updated assumptions around discount rates, revenue growth, profit margins and P/E multiples, supported by recent Street research including the upgrade from RBC Capital. Analyst Commentary Recent research highlights a mixed setup for Xero, with the reduced price target pointing to more conservative expectations around growth, profitability and valuation.Analiz Makalesi • Feb 08
What You Can Learn From Xero Limited's (ASX:XRO) P/E After Its 25% Share Price Crash
Unfortunately for some shareholders, the Xero Limited ( ASX:XRO ) share price has dived 25% in the last thirty days...Anlatı Güncellemesi • Feb 07
XRO: AI Analytics And RBC Upgrade Will Support Stronger Future Returns
Analysts have nudged their Xero fair value estimate slightly higher to about A$230 per share, reflecting updated assumptions around growth, margins and future P/E multiples following recent positive research commentary and upgrades. Analyst Commentary Recent research has generally framed Xero as a high quality growth platform with room for further execution, particularly around monetisation and operating discipline.Anlatı Güncellemesi • Jan 24
XRO: AI Analytics Rollout Will Support Stronger Future Share Performance
Analysts now see slightly lower fair value for Xero, trimming their price target by about A$1 to reflect a marginally reduced future P/E assumption, while also factoring in small adjustments to revenue growth and profit margin expectations. What's in the News Xero rolled out new AI-powered analytics globally, giving millions of small business customers access to analytics, insights, and reporting directly within the platform (Key Developments).Anlatı Güncellemesi • Jan 09
XRO: Higher Revenue Outlook Will Be Balanced By Thinner Margins
Analysts have reduced their fair value estimate for Xero from A$134.61 to A$109.01, linking this change to updated assumptions that combine higher expected revenue growth with a lower profit margin profile and a higher future P/E multiple. Valuation Changes Fair value estimate reduced from A$134.61 to A$109.01, reflecting updated assumptions.Anlatı Güncellemesi • Dec 25
XRO: Higher Future Earnings Multiple Will Support Stronger Share Performance
Analysts have lowered their price target on Xero from approximately $240 to $231 per share. This reflects a higher assumed discount rate and a more conservative profit margin outlook, partially offset by stronger projected revenue growth and a higher future price-to-earnings multiple.Analiz Makalesi • Dec 17
Is Xero (ASX:XRO) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Anlatı Güncellemesi • Dec 11
XRO: Stable Margins And Richer Earnings Multiple Will Drive Future Upside
Analysts have modestly raised their price target on Xero, citing slightly higher long term discount rate assumptions and a marginally richer future earnings multiple that together support a refined fair value estimate near $182 per share. Valuation Changes Fair Value: Unchanged at A$182.05 per share, indicating the updated assumptions broadly offset each other in the model.Anlatı Güncellemesi • Nov 27
XRO: Expanding Profit Margins And Stronger Earnings Forecast Will Drive Further Upside
Analysts have revised Xero’s fair value estimate downward from $191.59 to $182.05. They cite updated assumptions around revenue growth and discount rates as the rationale for the change.Anlatı Güncellemesi • Nov 05
XRO: Higher Profit Margins And Lower Discount Rate Will Support Future Upside
Analysts have slightly reduced their fair value estimate for Xero by $0.78. The new estimate is $191.59, with the update attributed to marginal adjustments in discount rate and profitability projections.Analiz Makalesi • Nov 03
Getting In Cheap On Xero Limited (ASX:XRO) Is Unlikely
You may think that with a price-to-sales (or "P/S") ratio of 13.4x Xero Limited ( ASX:XRO ) is a stock to avoid...Anlatı Güncellemesi • Oct 22
Analysts Adjust Xero Price Target Amid Profit Margin Pressures and Revised Growth Forecasts
Analysts have slightly lowered their price target for Xero from $192.66 to $192.36. They cite updated assumptions about profit margins and forecast revenue growth as the reason for this change.Anlatı Güncellemesi • Oct 08
AI Features And US Expansion Will Improve User Satisfaction And Retention
Xero Analyst Price Target Updated Following Revised Growth and Margin Outlook Analysts have adjusted Xero's fair value price target downward from $195.25 to $192.66. This reflects expectations for higher revenue growth, but slightly reduced profit margins and a higher future price-to-earnings ratio.Analiz Makalesi • Sep 06
If EPS Growth Is Important To You, Xero (ASX:XRO) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Anlatı Güncellemesi • Sep 04
AI Features And US Expansion Will Improve User Satisfaction And Retention
The consensus analyst price target for Xero was essentially unchanged, as a substantial decline in the company’s future P/E ratio was offset by a stable net profit margin, resulting in only a marginal increase in fair value from A$195.21 to A$195.25. What's in the News Xero completed a follow-on equity offering of AUD 129.5 million, issuing 741,538 ordinary shares at AUD 174.67 per share via Regulation S.Analiz Makalesi • Jul 01
When Should You Buy Xero Limited (ASX:XRO)?
Let's talk about the popular Xero Limited ( ASX:XRO ). The company's shares saw a significant share price rise of 28...
Yeni Anlatı • Nov 24
Innovative AI Features And Strategic Acquisitions Set The Path For Future Revenue Growth
Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 3/31/2029 | 5,243 | 657 | 914 | 1,575 | 13 |
| 3/31/2028 | 4,433 | 410 | 652 | 1,293 | 14 |
| 3/31/2027 | 3,667 | 230 | 433 | 1,004 | 14 |
| 3/31/2026 | 2,753 | 167 | 502 | 933 | N/A |
| 12/31/2025 | 2,527 | 217 | 557 | 949 | N/A |
| 9/30/2025 | 2,301 | 268 | 613 | 964 | N/A |
| 6/30/2025 | 2,202 | 248 | 561 | 888 | N/A |
| 3/31/2025 | 2,103 | 228 | 509 | 812 | N/A |
| 12/31/2024 | 2,006 | 222 | 477 | 766 | N/A |
| 9/30/2024 | 1,910 | 216 | 446 | 721 | N/A |
| 6/30/2024 | 1,812 | 195 | 395 | 656 | N/A |
| 3/31/2024 | 1,714 | 175 | 343 | 592 | N/A |
| 12/31/2023 | 1,627 | 66 | 269 | 526 | N/A |
| 9/30/2023 | 1,541 | -43 | 194 | 461 | N/A |
| 6/30/2023 | 1,470 | -78 | 149 | 426 | N/A |
| 3/31/2023 | 1,400 | -114 | 105 | 390 | N/A |
| 12/31/2022 | 1,325 | -66 | 55 | 329 | N/A |
| 9/30/2022 | 1,250 | -19 | 5 | 268 | N/A |
| 6/30/2022 | 1,173 | -14 | 0 | 252 | N/A |
| 3/31/2022 | 1,097 | -9 | -4 | 236 | N/A |
| 12/31/2021 | 1,021 | -15 | 4 | 228 | N/A |
| 9/30/2021 | 945 | -21 | 11 | 220 | N/A |
| 6/30/2021 | 897 | 0 | 34 | 219 | N/A |
| 3/31/2021 | 849 | 20 | 57 | 219 | N/A |
| 12/31/2020 | 819 | 28 | 67 | 220 | N/A |
| 9/30/2020 | 789 | 36 | 77 | 222 | N/A |
| 6/30/2020 | 754 | 20 | 52 | 194 | N/A |
| 3/31/2020 | 718 | 3 | 28 | 167 | N/A |
| 12/31/2019 | 677 | 3 | N/A | 158 | N/A |
| 9/30/2019 | 635 | 3 | N/A | 150 | N/A |
| 6/30/2019 | 594 | -12 | N/A | 132 | N/A |
| 3/31/2019 | 553 | -27 | N/A | 114 | N/A |
| 12/31/2018 | 514 | -31 | N/A | 98 | N/A |
| 9/30/2018 | 475 | -34 | N/A | 82 | N/A |
| 6/30/2018 | 441 | -29 | N/A | 72 | N/A |
| 3/31/2018 | 407 | -25 | N/A | 61 | N/A |
| 12/31/2017 | 376 | -35 | N/A | 43 | N/A |
| 9/30/2017 | 346 | -45 | N/A | 24 | N/A |
| 6/30/2017 | 321 | -57 | N/A | 10 | N/A |
| 3/31/2017 | 295 | -69 | N/A | -4 | N/A |
| 12/31/2016 | 274 | -76 | N/A | -15 | N/A |
| 9/30/2016 | 252 | -82 | N/A | -25 | N/A |
| 6/30/2016 | 229 | -82 | N/A | -30 | N/A |
| 3/31/2016 | 207 | -82 | N/A | -35 | N/A |
| 12/31/2015 | 185 | -86 | N/A | -39 | N/A |
| 9/30/2015 | 162 | -89 | N/A | -44 | N/A |
| 6/30/2015 | 143 | -79 | N/A | -41 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: XRO 'nin tahmini kazanç büyümesi (yıllık 30.7% ) tasarruf oranının ( 3.6% ) üzerindedir.
Kazançlar ve Piyasa: XRO şirketinin kazançlarının (yıllık 30.7% ) Australian pazarından (yıllık 12.2% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: XRO şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: XRO şirketinin gelirinin (yıllık 16.4% ) Australian pazarından (yıllık 6.2% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: XRO şirketinin gelirinin (yıllık 16.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: XRO 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 10.6 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/22 09:24 |
| Gün Sonu Hisse Fiyatı | 2026/06/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Xero Limited 24 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |