WiseTech's Bull Mulls Attractive Risk/Reward -- Market Talk

Dow Jones

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0142 GMT - WiseTech Global's 1H earnings beat leaves its bull at Morgan Stanley mulling an attractive risk/reward profile amid the logistics-software provider's cost drive. Analyst Andrew McLeod tells clients in a note that the Australian company's December-half result allayed some market fears over earnings growth and free cash flow. He calls the 30% reduction in staff in favor of artificial intelligence "a surprise positive", and flags company commentary that the integration of its US$2.1 billion E2Open acquisition is ahead of schedule. With a new pricing model helping address broader market concerns over the sustainability of SaaS revenues, McLeod maintains an overweight rating on the stock. Its target price falls 23% to A$100.00. Shares are down 1.6% at A$48.23. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 26, 2026 20:42 ET (01:42 GMT)

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Analyst Andrew McLeod tells clients in a note that the Australian company's December-half result allayed some market fears over earnings growth and free cash flow. He calls the 30% reduction in staff in favor of artificial intelligence \"a surprise positive\", and flags company commentary that the integration of its US$2.1 billion E2Open acquisition is ahead of schedule. With a new pricing model helping address broader market concerns over the sustainability of SaaS revenues, McLeod maintains an overweight rating on the stock. Its target price falls 23% to A$100.00. Shares are down 1.6% at A$48.23. 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Analyst Andrew McLeod tells clients in a note that the Australian company's December-half result allayed some market fears over earnings growth and free cash flow. He calls the 30% reduction in staff in favor of artificial intelligence \"a surprise positive\", and flags company commentary that the integration of its US$2.1 billion E2Open acquisition is ahead of schedule. With a new pricing model helping address broader market concerns over the sustainability of SaaS revenues, McLeod maintains an overweight rating on the stock. Its target price falls 23% to A$100.00. Shares are down 1.6% at A$48.23. (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 26, 2026 20:42 ET (01:42 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":"LU1162221912.USD","symbol_name":"FRANKLIN INCOME \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2614095180","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614095180","pubTimestamp":1772156520,"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":"0142 GMT - WiseTech Global's 1H earnings beat leaves its bull at Morgan Stanley mulling an attractive risk/reward profile amid the logistics-software provider's cost drive. Analyst Andrew McLeod tells clients in a note that the Australian company's December-half result allayed some market fears over earnings growth and free cash flow. He calls the 30% reduction in staff in favor of artificial intelligence \"a surprise positive\", and flags company commentary that the integration of its US$2.1 billion E2Open acquisition is ahead of schedule. With a new pricing model helping address broader market concerns over the sustainability of SaaS revenues, McLeod maintains an overweight rating on the stock. Its target price falls 23% to A$100.00. Shares are down 1.6% at A$48.23. 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Analyst Andrew McLeod tells clients in a note that the Australian company's December-half result allayed some market fears over earnings growth and free cash flow. He calls the 30% reduction in staff in favor of artificial intelligence \"a surprise positive\", and flags company commentary that the integration of its US$2.1 billion E2Open acquisition is ahead of schedule. With a new pricing model helping address broader market concerns over the sustainability of SaaS revenues, McLeod maintains an overweight rating on the stock. Its target price falls 23% to A$100.00. Shares are down 1.6% at A$48.23. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 26, 2026 20:42 ET (01:42 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}