A Look At Technology One’s Valuation As FY26 Profit Guidance And Recurring Revenue Targets Are Raised

Simply Wall St.

02/27

Technology One (ASX:TNE) has lifted its FY26 profit before tax growth guidance to 18% to 20% and raised recurring revenue growth targets to 16% to 18%, citing confidence in its SaaS+ pipeline. See our...

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See our...</p>\n\n<a href=\"https://simplywall.st/stocks/au/software/asx-tne/technology-one-shares/news/a-look-at-technology-ones-valuation-as-fy26-profit-guidance\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","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>A Look At Technology One’s Valuation As FY26 Profit Guidance And Recurring Revenue Targets Are Raised</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nA Look At Technology One’s Valuation As FY26 Profit Guidance And Recurring Revenue Targets Are Raised\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2026-02-27 16:35</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Technology One (ASX:TNE) has lifted its FY26 profit before tax growth guidance to 18% to 20% and raised recurring revenue growth targets to 16% to 18%, citing confidence in its SaaS+ pipeline. See our...</p>\n\n<a href=\"https://simplywall.st/stocks/au/software/asx-tne/technology-one-shares/news/a-look-at-technology-ones-valuation-as-fy26-profit-guidance\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://simplywall.st/stocks/au/software/asx-tne/technology-one-shares/news/a-look-at-technology-ones-valuation-as-fy26-profit-guidance\">Simply Wall St.</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\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://simplywall.st/stocks/au/software/asx-tne/technology-one-shares/news/a-look-at-technology-ones-valuation-as-fy26-profit-guidance","article_id":"2614853653","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice2-main-header/1585186556238"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/software/asx-tne/technology-one-shares/news/a-look-at-technology-ones-valuation-as-fy26-profit-guidance","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2614853653","pubTimestamp":1772181302,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Technology One (ASX:TNE) has lifted its FY26 profit before tax growth guidance to 18% to 20% and raised recurring revenue growth targets to 16% to 18%, citing confidence in its SaaS+ pipeline.\nSee our latest analysis for Technology One.\nThat upgraded FY26 guidance comes as Technology One’s share price has risen 4.57% over the last day and 5.33% over the past week. The 90 day share price return of 13.39% and 1 year total shareholder return of a 10.49% decline highlight that recent momentum is...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7503":"科技股","BK7016":"应用软件","TNE.AU":"TECHNOLOGY ONE LTD"},"translate_title":"随着26财年利润指引和经常性收入目标的提高，看看Technology One的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TNE.AU":1},"content_text":"Technology One (ASX:TNE) has lifted its FY26 profit before tax growth guidance to 18% to 20% and raised recurring revenue growth targets to 16% to 18%, citing confidence in its SaaS+ pipeline. See our latest analysis for Technology One. That upgraded FY26 guidance comes as Technology One’s share price has risen 4.57% over the last day and 5.33% over the past week. The 90 day share price return of 13.39% and 1 year total shareholder return of a 10.49% decline highlight that recent momentum is building off a weaker short term base, despite prior multi year total shareholder returns of 82.40% over three years and 221.54% over five years, with recent director share purchases and board changes keeping investors focused on execution. If this update has you thinking more broadly about software and digital infrastructure, it could be a good moment to scan 33 AI infrastructure stocks for other names on your radar. So with upgraded FY26 growth targets, a share price still below analyst price targets, and weaker 1 year returns alongside stronger multi year gains, is Technology One offering value today or is the market already pricing in that future growth? AdvertisementMost Popular Narrative: 25.2% Undervalued At A$26.07, the most followed narrative pegs Technology One’s fair value at about A$34.87, using an 8.02% discount rate to weigh its long term cash generation.  The analyst price target for Technology One has been revised slightly lower to approximately A$34.87 from about A$35.58, as analysts factor in a marginally higher discount rate that more than offsets modest upgrades to long term revenue growth and profit margin assumptions, along with a slightly lower future P/E multiple.  Read the complete narrative. Curious what sits behind that fair value gap? The narrative leans heavily on steady revenue compounding, firmer margins, and a richer earnings multiple than many software peers. Result: Fair Value of A$34.87 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still the risk that rising competition, regulatory pressures, and open data trends could challenge customer stickiness and the margin profile that investors are banking on. Find out about the key risks to this Technology One narrative. Another View: High Multiple, Very Different Story That 25.2% fair value gap looks appealing, but the current P/E of 61.8x tells a different story. It is higher than the Australian Software industry at 33.8x and above a fair ratio of 38.2x, while still below the 76.7x peer average, which points to real valuation risk if sentiment cools. See what the numbers say about this price — find out in our valuation breakdown. ASX:TNE P/E Ratio as at Feb 2026Next Steps If this mix of optimism and valuation questions has your attention, take a moment to review the underlying data and move quickly to shape your own view, including the 3 key rewards that investors are currently focused on. Looking for more investment ideas? If you are weighing what to do next, do not stop at one company. Use this moment to widen your watchlist and pressure test your thinking.  Hunt for potential mispricing by scanning 8 high quality undervalued stocks that may offer stronger fundamentals at prices the market has yet to fully recognize. Strengthen your focus on resilience by checking solid balance sheet and fundamentals stocks screener (17 results) where financial footing plays a central role in the investment case. Target income focused opportunities by reviewing 6 dividend fortresses that combine higher yields with an emphasis on durability.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Technology One might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}