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)

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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. 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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</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"}}}