WiseTech's Cost Cuts Keep Its Bull Onside -- Market Talk

Dow Jones

02/26

0032 GMT - WiseTech Global's cost cuts help keep its bull at UBS onside despite moderated medium-term expectations for the logistics software provider's Container Transport Optimisation product. Analyst Siraj Ahmed tells clients in a note that management commentary suggests the complexity and newness of the product concept means more time will be needed to drive broader adoption. He still sees it as a meaningful longer-term growth, but lowers his FY 2030 revenue forecast for the unit to $270 million from $600 million. More positively, Ahmed assumes $200 million of costs will be removed by FY 2027 as WiseTech cuts a workforce that trebled in size over three years. Citi keeps a buy rating on the stock and lowers its target price 23% to A$89.00. Shares are up 5.3% at A$50.29. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 25, 2026 19:32 ET (00:32 GMT)

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Analyst Siraj Ahmed tells clients in a note that management commentary suggests the complexity and newness of the product concept means more time will be needed to drive broader adoption. He still sees it as a meaningful longer-term growth, but lowers his FY 2030 revenue forecast for the unit to $270 million from $600 million. More positively, Ahmed assumes $200 million of costs will be removed by FY 2027 as WiseTech cuts a workforce that trebled in size over three years. Citi keeps a buy rating on the stock and lowers its target price 23% to A$89.00. Shares are up 5.3% at A$50.29. (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  February 25, 2026 19:32 ET (00:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7016","symbol_name":"應用軟件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2614659560","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614659560","pubTimestamp":1772065920,"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":"0032 GMT - WiseTech Global's cost cuts help keep its bull at UBS onside despite moderated medium-term expectations for the logistics software provider's Container Transport Optimisation product. Analyst Siraj Ahmed tells clients in a note that management commentary suggests the complexity and newness of the product concept means more time will be needed to drive broader adoption. He still sees it as a meaningful longer-term growth, but lowers his FY 2030 revenue forecast for the unit to $270 million from $600 million. More positively, Ahmed assumes $200 million of costs will be removed by FY 2027 as WiseTech cuts a workforce that trebled in size over three years. Citi keeps a buy rating on the stock and lowers its target price 23% to A$89.00. Shares are up 5.3% at A$50.29. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7016":"应用软件","BK7503":"科技股","WTC.AU":"WISETECH GLOBAL LTD"},"translate_title":"慧智科技的成本削减使其牛市保持不变——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WTC.AU":0.9},"content_text":"0032 GMT - WiseTech Global's cost cuts help keep its bull at UBS onside despite moderated medium-term expectations for the logistics software provider's Container Transport Optimisation product. Analyst Siraj Ahmed tells clients in a note that management commentary suggests the complexity and newness of the product concept means more time will be needed to drive broader adoption. He still sees it as a meaningful longer-term growth, but lowers his FY 2030 revenue forecast for the unit to $270 million from $600 million. More positively, Ahmed assumes $200 million of costs will be removed by FY 2027 as WiseTech cuts a workforce that trebled in size over three years. 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