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Wisetech Global Ltd. (AU:WTC)
ASX:WTC

Wisetech Global (WTC) AI Stock Analysis

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AU:WTC

Wisetech Global

(Sydney:WTC)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
AU$52.00
â–²(17.12% Upside)
Action:ReiteratedDate:02/26/26
The score is driven by strong financial performance and a constructive earnings update (margin beat, strong recurring revenue and cash flow), but is held back by weak technical trends (below major moving averages with negative MACD) and a relatively expensive valuation (high P/E with low yield).
Positive Factors
High recurring revenue & CargoWise adoption
Near-total recurring revenue and strong organic CargoWise growth indicate a durable land-and-expand model with high customer retention and multi-site scalability. This reduces revenue volatility, supports predictable cash flow, and strengthens long-term revenue visibility across global logistics customers.
Robust margins and cash generation
Exceptionally high gross margins and an elevated EBITDA margin demonstrate strong unit economics and operating leverage in the CargoWise platform. Material free cash flow growth bolsters reinvestment capacity, funds M&A integration, and underpins sustainable dividend policy and long-term financial flexibility.
Low leverage and solid balance sheet
Very low leverage provides financial resilience for continued product investment, acquisitions, and cyclical downturns. A healthy equity ratio and solid ROE support capacity to pursue strategic M&A while maintaining credit flexibility and limiting refinancing or covenant risk over the medium term.
Negative Factors
E2open integration & one-off costs
While the E2open acquisition expands addressable market, sizable integration costs create near-term margin pressure and execution risk. Successful integration is required to realize cross-sell synergies; failure or prolonged disruption could erode expected returns and distract management resources for quarters.
Product rollout and execution delays
Repeated delays in deploying key products indicate operational execution risk that can slow revenue conversion from new features, postpone productivity gains for customers, and delay benefits from new pricing models or AI workflows, weighing on the company’s multi-quarter growth trajectory.
Negative EPS growth in fundamentals
A material negative EPS growth metric despite revenue gains suggests per-share earnings are being pressured—potentially from dilution, integration costs, or elevated operating expenses. This dynamic can persist over several quarters and affect shareholder return metrics until earnings recover.

Wisetech Global (WTC) vs. iShares MSCI Australia ETF (EWA)

Wisetech Global Business Overview & Revenue Model

Company DescriptionWiseTech Global Limited provides software solutions to the logistics execution industry worldwide. The company offers CargoWise, a software platform for logistics service providers that enables execution of complex logistics transactions and manage operations. It provides customs declaration management and related international trade, customs compliance and warehouse, customs management, freight forwarding, warehousing, transport, customs clearance, tracking, shipping and port logistics software solutions, cloud-enabled customs compliance, freight forwarding software, trade compliance, container optimization, and parcel, less than truckload and logistics transportation management, as well as freight rate management, ocean freight rate management, container yard/terminal management, and messaging integration software solutions. The company was incorporated in 1994 and is headquartered in Alexandria, Australia.
How the Company Makes MoneyWisetech Global generates revenue primarily through subscription fees for its software solutions, which are offered on a Software as a Service (SaaS) basis. Customers pay recurring fees for access to the CargoWise platform and its suite of features, which include advanced analytics, automation tools, and compliance management. Additionally, the company earns revenue from professional services, including implementation, training, and ongoing support. Significant partnerships with major logistics providers and integration with various third-party services further enhance its offerings and customer base, contributing to sustainable revenue growth.

Wisetech Global Earnings Call Summary

Earnings Call Date:Aug 26, 2025
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Aug 25, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted strong financial performance, strategic growth initiatives, and innovative product developments. However, the impact of FX headwinds, product launch delays, and significant one-time costs associated with the E2open integration were notable challenges.
Q4-2025 Updates
Positive Updates
Strong EBITDA Margin and Growth
EBITDA margin excluding E2open M&A costs was above guidance at 53%, up 5 percentage points versus FY '24, demonstrating operating strength and momentum with large global freight forwarder customers.
CargoWise Revenue Growth
CargoWise revenue grew organically by 17% to $682.2 million, with recurring revenue at 99%, highlighting strong adoption and customer retention.
Strategic Acquisition of E2open
The acquisition of E2open is a transformative step, expanding product offerings and growing the total addressable market in the $11 trillion global trade and logistics industries.
Innovative AI Workflow Integration
AI-enabled workflow automation will be integrated into CargoWise, offering significant productivity improvements for customers and reducing operational costs.
New CargoWise Commercial Model
A new all-inclusive per transaction pricing model is expected to drive long-term product adoption, deeper market penetration, and additional value creation.
Significant Free Cash Flow Growth
Free cash flow increased by 31% to $287 million, indicating strong cash generation and a robust financial position.
Negative Updates
FX Headwinds Impact Revenue
A $2.4 million FX headwind partially offset revenue growth, affecting overall financial performance.
Delays in Product Launches
Delays in the rollout of breakthrough products like Container Transport Optimization impacted expected revenue growth.
One-Time Costs Affect EBITDA Margin
FY '25 EBITDA margin exit run rate was 52%, 1 percentage point lower due to a onetime benefit not expected to recur in FY '26.
Integration Costs for E2open
Integration of E2open is expected to incur significant one-off costs of $45 million to $50 million in FY '26.
Company Guidance
During the fiscal year 2025 results briefing, WiseTech reported an EBITDA margin rate of 53%, excluding E2open M&A costs, surpassing their guidance range and marking a 5 percentage point increase from FY '24. The company's revenue reached $778.7 million, a 14% increase from the previous year, with CargoWise revenue growing organically by 17% to $682.2 million, and recurring revenue at 99%. WiseTech's EBITDA increased by 26% to $409.5 million, with an underlying NPAT of $241.8 million, up 30%, and free cash flow rising by 31% to $287 million. The Board approved a final dividend of $0.077 per share, up 24% from FY '24, representing a payout ratio of 20% of underlying NPAT. These figures underscore WiseTech's operational strength, scalability, and focus on sustainable value creation.

Wisetech Global Financial Statement Overview

Summary
Strong fundamentals: high and expanding gross margin (86.17% in 2025), stable net margin (~25–30%), robust EBITDA/EBIT margins, low leverage (debt-to-equity 0.065), and solid cash generation with free cash flow growth (12.55% in 2025).
Income Statement
85
Very Positive
Wisetech Global has demonstrated strong revenue growth over the years, with a consistent increase in gross profit margin, reaching 86.17% in 2025. The net profit margin has also been stable, around 25-30%, indicating efficient cost management. EBIT and EBITDA margins are robust, reflecting healthy operational efficiency.
Balance Sheet
80
Positive
The company's balance sheet is strong, with a low debt-to-equity ratio of 0.065 in 2025, indicating low leverage. Return on equity is solid at 11.78%, showing effective use of equity to generate profits. The equity ratio is healthy, suggesting a stable financial position.
Cash Flow
78
Positive
Wisetech Global's cash flow is positive, with a significant free cash flow growth of 12.55% in 2025. The operating cash flow to net income ratio is strong, indicating good cash generation relative to net income. The free cash flow to net income ratio is also high, reflecting efficient cash management.
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue1.63B1.18B1.04B816.80M632.20M507.50M
Gross Profit1.22B1.02B793.24M633.10M493.70M381.80M
EBITDA739.68M542.58M419.70M395.00M321.40M209.40M
Net Income247.21M304.94M262.80M212.20M194.70M108.10M
Balance Sheet
Total Assets7.40B3.39B2.83B2.66B1.66B1.40B
Cash, Cash Equivalents and Short-Term Investments537.45M255.72M123.50M95.72M483.40M315.00M
Total Debt3.69B169.41M115.03M256.40M33.50M35.00M
Total Liabilities4.67B805.59M613.70M764.10M348.40M293.90M
Stockholders Equity2.73B2.59B2.21B1.89B1.32B1.11B
Cash Flow
Free Cash Flow484.92M522.67M250.60M241.60M201.90M119.70M
Operating Cash Flow504.99M557.62M448.70M383.60M304.20M210.50M
Investing Cash Flow-3.59B-369.65M-240.30M-882.00M-105.70M-96.50M
Financing Cash Flow3.46B-56.98M-225.50M173.30M-34.30M-22.00M

Wisetech Global Technical Analysis

Technical Analysis Sentiment
Negative
Last Price44.40
Price Trends
50DMA
57.61
Negative
100DMA
65.31
Negative
200DMA
85.71
Negative
Market Momentum
MACD
-3.50
Negative
RSI
37.28
Neutral
STOCH
23.95
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WTC, the sentiment is Negative. The current price of 44.4 is below the 20-day moving average (MA) of 47.20, below the 50-day MA of 57.61, and below the 200-day MA of 85.71, indicating a bearish trend. The MACD of -3.50 indicates Negative momentum. The RSI at 37.28 is Neutral, neither overbought nor oversold. The STOCH value of 23.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:WTC.

Wisetech Global Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
AU$910.05M11.0565.33%10.16%25.67%744.90%
70
Outperform
$13.68B51.298.14%―19.01%19.06%
69
Neutral
AU$14.83B54.9012.61%0.32%15.51%17.38%
65
Neutral
AU$1.22B21.1635.71%1.27%5.11%12.91%
63
Neutral
AU$8.11B91.2932.67%0.83%18.16%16.25%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
59
Neutral
AU$1.36B19.9126.73%2.47%-4.10%341.80%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:WTC
Wisetech Global
47.57
-43.83
-47.96%
AU:TNE
Technology One Limited
26.30
-2.72
-9.36%
AU:XRO
Xero Limited
83.89
-88.09
-51.22%
AU:IRE
IRESS Limited
7.43
-0.57
-7.14%
AU:BVS
Bravura Solutions Limited
2.14
-0.06
-2.82%
AU:OCL
Objective Corporation Limited
12.83
-2.01
-13.54%

Wisetech Global Corporate Events

WiseTech Director Increases Shareholding Under Fee Sacrifice Plan
Feb 26, 2026

WiseTech Global has disclosed a change in non-executive director Sandra Hook’s interests in the company’s securities, following the allocation of shares under its Non-Executive Director Fee Sacrifice Share Acquisition Plan. The update, filed with the ASX, shows that 357 rights previously held through the plan administrator, Solium Nominees (Australia) Pty Ltd, were converted into fully paid ordinary shares, increasing Hook’s indirect holding, while a remaining 358 rights continue on issue via iTravelTree Media Pty Ltd under the same remuneration structure.

The transaction reflects WiseTech’s continued use of equity-based fee sacrifice arrangements for its board, reinforcing alignment between director incentives and long-term shareholder value. For investors, the notice confirms incremental dilution from director equity awards is minimal and provides transparency on governance practices, as Hook’s total indirect interests now span both existing shareholdings and rights that will convert following the release of the company’s full-year results in August 2026.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$89.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

Wisetech Global seeks ASX quotation for new employee incentive shares
Feb 25, 2026

Wisetech Global Limited has applied for quotation on the ASX of 357 new ordinary fully paid shares issued under its employee incentive scheme, with the securities carrying no transfer restrictions. The modest size of the issue suggests it is a routine equity allocation for staff compensation rather than a capital-raising event, with negligible impact on the company’s capital structure but reflecting ongoing use of equity-based incentives.

The new shares, to be traded under the existing WTC ticker, are scheduled to be quoted from 26 February 2026. This additional quotation formalises the inclusion of these incentive-plan shares in the company’s freely tradable pool, marginally increasing free float and aligning employee rewards with shareholder interests.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global releases 1H26 results as it deepens global logistics software reach
Feb 25, 2026

WiseTech Global, a major logistics and supply chain software provider best known for its CargoWise platform, has built a significant global footprint, including 46 of the top 50 global third-party logistics providers and 23 of the 25 largest freight forwarders as customers. Its technology is positioned to streamline complex international trade flows, leveraging extensive functionality and continuous product enhancements to drive efficiency.

The company announced the release of its financial results and investor briefing for the half-year ended 31 December 2025, signaling a key update point for shareholders and market watchers. The disclosure comes as WiseTech integrates the recently acquired e2open network of over 500,000 connected enterprises, a move that strengthens its market position and supports its ambition to become the central operating system for global trade and logistics.

The most recent analyst rating on (AU:WTC) stock is a Hold with a A$51.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech lifts revenue 76% and doubles down on AI-driven overhaul
Feb 25, 2026

WiseTech Global reported a 76% jump in first-half FY26 revenue to $672 million, boosted by the consolidation of U.S. supply-chain software group e2open and continued double-digit growth in its core CargoWise platform. EBITDA rose 31% to $252.1 million, though margins were diluted by integration, restructuring and M&A costs, while underlying profit inched up 2% and the company maintained strong cash generation and a modestly rising dividend.

Management reaffirmed full-year guidance and unveiled an aggressive AI-led efficiency drive that will cut up to 50% of roles in product development and customer service, or about 2,000 jobs across WiseTech and e2open through FY26–27. The group has shifted about 95% of CargoWise clients to a new transaction-focused commercial model, hit e2open cost synergies of $50 million far ahead of schedule, and is targeting gradual deleveraging from a 3.2x net leverage ratio as it embeds AI deeper into products and operations to sharpen its competitive moat.

The most recent analyst rating on (AU:WTC) stock is a Hold with a A$51.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Declares Interim USD 0.068 Dividend
Feb 25, 2026

WiseTech Global has declared a USD 0.068 per share ordinary dividend for holders of its fully paid ordinary shares, relating to the six-month period ended 31 December 2025. The dividend will trade ex on 13 March 2026, with a record date of 16 March and payment scheduled for 10 April, providing income to shareholders and signaling continued capital returns from the logistics software provider.

The distribution timetable, including a dividend reinvestment plan election deadline of 17 March 2026, offers investors flexibility in how they receive their returns. The announcement underlines WiseTech Global’s ongoing practice of returning cash to shareholders alongside its operational growth in the logistics technology sector.

The most recent analyst rating on (AU:WTC) stock is a Hold with a A$51.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech revenue surges but profit and NTA pressured by acquisitions
Feb 25, 2026

WiseTech Global reported its half-year results to 31 December 2025, showing a 76% jump in revenue to USD 672 million but a 36% fall in statutory net profit after tax to USD 68.1 million, with underlying net profit edging up 2% to USD 114.5 million. The company declared a fully franked interim dividend of 6.8 cents per share with an active dividend reinvestment plan, while its net tangible assets fell sharply into negative territory at USD negative 2.24 billion, reflecting the balance-sheet impact of its acquisition strategy and associated intangibles.

Basic earnings per share declined 36% to 20.4 cents, underscoring the effect of amortisation, acquisition-related costs and financing of contingent consideration on statutory earnings despite solid operational performance. WiseTech’s sizeable revenue growth and continued product investment highlight its expanding scale and market reach, but the negative NTA per share of 667 cents may prompt closer investor scrutiny of the company’s acquisition-led growth model and the long-term returns from its enlarged global logistics platform.

The most recent analyst rating on (AU:WTC) stock is a Hold with a A$51.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

Wisetech Global Issues 542 New Ordinary Shares After Option Conversion
Feb 19, 2026

Wisetech Global has notified the market of the issue of 542 ordinary fully paid shares following the conversion or exercise of previously unquoted equity securities. The small-scale issuance, dated 13 February 2026, reflects routine equity administration rather than a material capital raising, indicating minimal immediate impact on the company’s capital structure or control.

The announcement, lodged as an Appendix 3G with the ASX on 20 February 2026, confirms that these securities have transitioned from unquoted status into the listed ordinary share class under ticker WTC. While modest in size, such conversions incrementally increase free float and may form part of ongoing employee or incentive arrangements typical for technology and growth-oriented firms.

The most recent analyst rating on (AU:WTC) stock is a Hold with a A$51.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Issues 2,801 Unquoted Share Rights Under Employee Incentive Scheme
Feb 2, 2026

WiseTech Global Limited has notified the market of the issue of 2,801 unquoted share rights under its employee incentive scheme, effective 2 February 2026. The new rights, which are not intended to be quoted on the ASX, form part of the company’s ongoing use of equity-based remuneration to attract and retain staff and align employee rewards with long-term shareholder value.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$64.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Seeks ASX Quotation for 47,221 New Ordinary Shares
Feb 2, 2026

WiseTech Global Limited has applied to the ASX for quotation of 47,221 new fully paid ordinary shares under code WTC, with an issue date of 3 February 2026. The additional securities, issued as part of previously announced transactions, represent a small capital issuance that will modestly increase the company’s free float and may reflect ongoing equity-related commitments or incentives without materially altering its capital structure.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$64.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Sets FY26 Financial Results, Dividend Timetable and AGM Date
Jan 22, 2026

WiseTech Global has outlined its FY26 financial reporting and shareholder meeting timetable, scheduling its half-year results and interim dividend announcement for 25 February 2026 and its full-year results and final dividend announcement for 26 August 2026, with the Annual General Meeting to be held on 27 November 2026. The company also set ex-dividend, record and payment dates for both interim and final dividends and confirmed a 25 September 2026 deadline for director nomination submissions, providing investors and governance stakeholders with clear visibility over key financial and corporate calendar events, subject to any later changes advised to the market.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$69.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

Wisetech Global Seeks ASX Quotation for Additional Ordinary Shares
Jan 12, 2026

Wisetech Global Limited has applied for quotation on the ASX of 1,307 new fully paid ordinary shares, to be issued on 13 January 2026 under the code WTC. The modest size of the issuance suggests a routine securities listing, likely tied to previously announced transactions, with minimal direct impact on the company’s capital structure but continuing to support transparency and orderly trading in its expanding equity base.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Seeks ASX Quotation for Small Parcel of New Shares
Jan 12, 2026

WiseTech Global Limited has applied to the ASX for quotation of 3,122 new ordinary fully paid shares under the code WTC, with an issue date of 13 January 2026. The relatively small issuance, tied to previously announced transactions, represents a minor increase in the company’s quoted capital and is unlikely to materially affect its overall capital structure or shareholder base, but continues the company’s practice of incremental equity issuance linked to corporate or employee-related arrangements.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

Wisetech Global trims potential dilution as employee share rights lapse and are cancelled
Jan 9, 2026

Wisetech Global Limited, the ASX-listed logistics software provider, has notified the market of changes to its issued capital following the cessation of certain employee share rights. The company reported that a total of 61,270 WTCAA share rights have lapsed, expired, or been cancelled between November and December 2025 due to unmet vesting conditions, expiry without exercise, or cancellation by agreement with holders, resulting in a small reduction to potential future share dilution for existing shareholders.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Issues 182,769 New Shares on Conversion of Unquoted Securities
Jan 9, 2026

WiseTech Global Limited has issued 182,769 new fully paid ordinary shares following the conversion or exercise of previously unquoted options or other convertible securities, with an effective issue date of 31 December 2025. The additional equity slightly increases the company’s share base and reflects the ongoing vesting and monetisation of equity incentives, which may have a marginal dilutive effect for existing shareholders but underscores the use of equity-based compensation in aligning management and employee interests with long-term shareholder value.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Grants 53,147 Unquoted Share Rights Under Employee Incentive Plan
Jan 9, 2026

WiseTech Global has notified the market of the issue of 53,147 unquoted share rights under its employee incentive scheme, with an issue date of 3 November 2025. The new award of share rights, which will not be quoted on the ASX, underscores the company’s continued use of equity-based compensation to attract, retain and align employees with shareholder interests, though it represents only a modest level of potential equity dilution for existing investors.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

Wisetech Global Plans Modest New Share Issue on ASX
Jan 5, 2026

Wisetech Global Limited has lodged an Appendix 3B notice with the ASX outlining a proposed issue of up to 45,201 fully paid ordinary shares under a placement or other type of securities issue, with an expected issue date of 2 February 2026. The additional equity issuance, while modest in size relative to the company’s market capitalisation, marginally expands Wisetech’s share base and provides incremental capital flexibility, signalling ongoing corporate activity that may support its broader growth and investment agenda in the logistics technology market.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Announces Appointment of New Director Raelene Murphy
Jan 2, 2026

WiseTech Global has appointed Raelene Murphy as a director effective 1 January 2026, expanding the composition of its board. According to the initial director’s interest notice, Murphy holds no WiseTech Global securities directly, but has an indirect interest in 1,500 ordinary shares via Ninth Esem Pty Ltd as trustee for a self-managed superannuation fund, and has no interests in any related contracts, providing shareholders with transparency on her initial equity position as she joins the board.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Director Maree Isaacs Buys First Direct Stake and Confirms Ongoing Equity Incentives
Dec 31, 2025

WiseTech Global director Maree Isaacs has acquired 11,798 ordinary shares in the company via an on-market trade on 22 December 2025, at an average price of A$67.807 per share, marking her first direct holding of WiseTech shares. In addition to this purchase, Isaacs maintains existing performance-based equity incentive arrangements for FY23, FY24 and FY25 under the company’s Equity Incentives Plan, with share rights vesting in staged annual tranches through to July 2028, reinforcing long-term alignment between director remuneration and shareholder value.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech to Divest Expedient Software After ACCC Agreement, Sees No Material Earnings Impact
Dec 30, 2025

WiseTech Global has agreed with Australia’s competition regulator to divest Expedient Software, a small subsidiary acquired through its 2025 purchase of E2open Parent Holdings, in order to address the ACCC’s competition concerns in Australia and New Zealand. Management stressed that Expedient was not part of the original investment thesis, contributes less than 0.4% of forecast FY26 revenue, and that its sale will not affect WiseTech’s earnings guidance or strategic rationale for the E2open deal, though it will trigger a one‑off, non‑cash goodwill write‑off of between US$5 million and US$20 million as the company remains focused on integrating E2open and consolidating its position in global trade and supply chain management software.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Director Christopher Charlton Increases Indirect Shareholding
Dec 29, 2025

WiseTech Global has disclosed a change in the shareholdings of non-executive director Christopher Charlton and his related parties, as required under ASX listing rules. On 22 December 2025, entities associated with Charlton and his spouse Rachel Charlton acquired a total of 6,135 WiseTech ordinary shares through J.P. Morgan Nominees Australia and directly in Rachel Charlton’s name, at prices between about $68 and $70 per share. Following these on-market purchases, Charlton retains his existing jointly held direct interest of 4,255 shares, while new indirect holdings have been established for both Christopher and Rachel Charlton via J.P. Morgan Nominees, and Rachel’s direct holding has increased, modestly lifting the overall director-related ownership in the company.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech CEO Richard White Restructures Stake via Collar Deal with Macquarie
Dec 19, 2025

WiseTech Global has disclosed a change in the nature of founder and chief executive Richard White’s indirect interest in the company’s shares, while the total number of shares he controls remains unchanged at 115,278,316. Through his wholly owned vehicle RealWise Holdings, White has entered into a collar derivative and related financing facility with Macquarie Bank over 20 million WiseTech shares, formalising a Collar Financing Transaction that alters the form, but not the quantum, of his beneficial holding and may signal a move to manage concentration risk or unlock liquidity without an outright sale, a development closely watched by investors given his substantial stake and influence over the company.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Chair Richard White Enters Collar Deal Over 6% Stake to Refinance Debt
Dec 19, 2025

WiseTech Global has disclosed that RealWise Holdings, a company owned and controlled by Executive Chair and Chief Innovation Officer Richard White, has entered into a collar derivative and related financing facility with Macquarie Bank over 20 million WiseTech shares, representing about 6% of the company’s issued capital, for a term of up to 5.5 years. The structure, involving cash-settled put and call options and the lending of shares to Macquarie, will allow White to unlock liquidity to refinance existing RealWise debt and meet tax and other personal obligations while retaining approximately 95 million WiseTech shares outside the arrangement; he has also stated he has no intention to sell further shares or enter additional derivatives before the release of WiseTech’s FY26 results, and reaffirmed his long‑term commitment to the business and alignment with shareholders, suggesting limited impact on control or strategic direction despite the technical transfer of legal title to Macquarie.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Concludes Board Review into Allegations, Affirms Governance Framework
Dec 18, 2025

WiseTech Global has completed a board-commissioned review into matters relating to its co‑founder and executive chair, Richard White, following earlier media reports and internal complaints. External law firms Herbert Smith Freehills and Seyfarth Shaw, supported by forensic accountants McGrathNicol, investigated three outstanding matters and two additional lines of inquiry, with Seyfarth confirming there are no further issues requiring determination or additional enquiry. The board says it is satisfied it now has all relevant information, and has used the process to reassess and refine its governance framework, including its Code of Conduct, whistleblower and “safe to speak up” mechanisms, and staff support programs, signalling an emphasis on maintaining robust compliance and employee reporting channels.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$109.15 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

WiseTech Global Unveils Strategic Innovations at 2025 Investor Day
Dec 3, 2025

WiseTech Global held its 2025 Investor Day, highlighting strategic priorities and innovations such as the CargoWise Value Packs and container transport optimization. The event showcased WiseTech’s use of AI to enhance productivity and the integration of e2open, emphasizing the company’s role in solving complex global trade challenges and strengthening customer relationships.

The most recent analyst rating on (AU:WTC) stock is a Buy with a A$81.00 price target. To see the full list of analyst forecasts on Wisetech Global stock, see the AU:WTC Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Feb 26, 2026