Xero Bull See Potential for Stock to Rerate -- Market Talk

Dow Jones

04/16

0052 GMT - Xero's bulls at UBS see several potential catalysts for the stock to rerate despite ongoing worries about AI-driven disruption. Reiterating their buy rating on the stock, analysts Lucy Huang and Ailsa Lei tell clients in a note that the accounting-software provider's fiscal 2027 guidance and any positive news on growth at its Melio payments unit could spark the stock. Xero is expected to issue guidance next month when it reports its fiscal 2026 result. UBS forecasts fiscal 2027 revenue of NZ$3.59 billion and Ebitda of NZ$884 million. The latter is about 2% ahead of consensus. Huang and Lei add that the market is not fully appreciating Xero's defensiveness against the threat of AI or the value in Melio. UBS cuts target price by 27% to A$127.00. Shares are up 5.9% at A$79.56. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

April 15, 2026 20:52 ET (00:52 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2627855254"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2627855254\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2627855254?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-16 08:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2627855254","market":"fut","top_or_hot":-1,"title":"Xero Bull See Potential for Stock to Rerate -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0052 GMT - Xero's bulls at UBS see several potential catalysts for the stock to rerate despite ongoing worries about AI-driven disruption. Reiterating their buy rating on the stock, analysts Lucy Huang and Ailsa Lei tell clients in a note that the accounting-software provider's fiscal 2027 guidance and any positive news on growth at its Melio payments unit could spark the stock. Xero is expected to issue guidance next month when it reports its fiscal 2026 result. UBS forecasts fiscal 2027 revenue of NZ$3.59 billion and Ebitda of NZ$884 million. The latter is about 2% ahead of consensus. Huang and Lei add that the market is not fully appreciating Xero's defensiveness against the threat of AI or the value in Melio. UBS cuts target price by 27% to A$127.00. Shares are up 5.9% at A$79.56. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 15, 2026 20:52 ET (00:52 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xero Bull See Potential for Stock to Rerate -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXero Bull See Potential for Stock to Rerate -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-16 08:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0052 GMT - Xero's bulls at UBS see several potential catalysts for the stock to rerate despite ongoing worries about AI-driven disruption. Reiterating their buy rating on the stock, analysts Lucy Huang and Ailsa Lei tell clients in a note that the accounting-software provider's fiscal 2027 guidance and any positive news on growth at its Melio payments unit could spark the stock. Xero is expected to issue guidance next month when it reports its fiscal 2026 result. UBS forecasts fiscal 2027 revenue of NZ$3.59 billion and Ebitda of NZ$884 million. The latter is about 2% ahead of consensus. Huang and Lei add that the market is not fully appreciating Xero's defensiveness against the threat of AI or the value in Melio. UBS cuts target price by 27% to A$127.00. Shares are up 5.9% at A$79.56. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 15, 2026 20:52 ET (00:52 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7503","symbol_name":"科技股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2627855254","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627855254","pubTimestamp":1776300720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0052 GMT - Xero's bulls at UBS see several potential catalysts for the stock to rerate despite ongoing worries about AI-driven disruption. Reiterating their buy rating on the stock, analysts Lucy Huang and Ailsa Lei tell clients in a note that the accounting-software provider's fiscal 2027 guidance and any positive news on growth at its Melio payments unit could spark the stock. Xero is expected to issue guidance next month when it reports its fiscal 2026 result. UBS forecasts fiscal 2027 revenue of NZ$3.59 billion and Ebitda of NZ$884 million. The latter is about 2% ahead of consensus. Huang and Lei add that the market is not fully appreciating Xero's defensiveness against the threat of AI or the value in Melio. UBS cuts target price by 27% to A$127.00. Shares are up 5.9% at A$79.56. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7503":"科技股","BK7016":"应用软件","XRO.AU":"XERO LTD"},"translate_title":"Xero牛市看到股票重新评级的潜力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XRO.AU":0.9},"content_text":"0052 GMT - Xero's bulls at UBS see several potential catalysts for the stock to rerate despite ongoing worries about AI-driven disruption. Reiterating their buy rating on the stock, analysts Lucy Huang and Ailsa Lei tell clients in a note that the accounting-software provider's fiscal 2027 guidance and any positive news on growth at its Melio payments unit could spark the stock. Xero is expected to issue guidance next month when it reports its fiscal 2026 result. UBS forecasts fiscal 2027 revenue of NZ$3.59 billion and Ebitda of NZ$884 million. The latter is about 2% ahead of consensus. Huang and Lei add that the market is not fully appreciating Xero's defensiveness against the threat of AI or the value in Melio. UBS cuts target price by 27% to A$127.00. Shares are up 5.9% at A$79.56. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 15, 2026 20:52 ET (00:52 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}