WiseTech's Guidance Boosts Confidence in Margin Recovery -- Market Talk

Dow Jones

May 06

0052 GMT - WiseTech Global's reaffirmed earnings guidance gives its bull at Jefferies some comfort that the logistics-software provider's margins are on track to recover by fiscal 2028. Analyst Roger Samuel tells clients in a note that the guidance and new visibility on restructuring costs suggests the Australian company is on the right trajectory for a fiscal 2028 Ebitda margin of more than 50%. He also reckons that the risk of DSV moving business away from WiseTech's CargoWise platform appears to be abating. Even if the Danish freight-forwarder moves volumes in house, Samuel says the process could take six years or more. Jefferies keeps a buy rating and A$72.00 target price on the stock, which is up 1.5% at A$46.45. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 05, 2026 20:52 ET (00:52 GMT)

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Analyst Roger Samuel tells clients in a note that the guidance and new visibility on restructuring costs suggests the Australian company is on the right trajectory for a fiscal 2028 Ebitda margin of more than 50%. He also reckons that the risk of DSV moving business away from WiseTech's CargoWise platform appears to be abating. Even if the Danish freight-forwarder moves volumes in house, Samuel says the process could take six years or more. Jefferies keeps a buy rating and A$72.00 target price on the stock, which is up 1.5% at A$46.45. 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Analyst Roger Samuel tells clients in a note that the guidance and new visibility on restructuring costs suggests the Australian company is on the right trajectory for a fiscal 2028 Ebitda margin of more than 50%. He also reckons that the risk of DSV moving business away from WiseTech's CargoWise platform appears to be abating. Even if the Danish freight-forwarder moves volumes in house, Samuel says the process could take six years or more. Jefferies keeps a buy rating and A$72.00 target price on the stock, which is up 1.5% at A$46.45. (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  May 05, 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":"2633758976","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633758976","pubTimestamp":1778028720,"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 - WiseTech Global's reaffirmed earnings guidance gives its bull at Jefferies some comfort that the logistics-software provider's margins are on track to recover by fiscal 2028. Analyst Roger Samuel tells clients in a note that the guidance and new visibility on restructuring costs suggests the Australian company is on the right trajectory for a fiscal 2028 Ebitda margin of more than 50%. He also reckons that the risk of DSV moving business away from WiseTech's CargoWise platform appears to be abating. Even if the Danish freight-forwarder moves volumes in house, Samuel says the process could take six years or more. Jefferies keeps a buy rating and A$72.00 target price on the stock, which is up 1.5% at A$46.45. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7503":"科技股","BK7016":"应用软件","WTC.AU":"WISETECH GLOBAL LTD"},"translate_title":"慧智科技的指引增强了利润率回升的信心——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WTC.AU":0.9},"content_text":"0052 GMT - WiseTech Global's reaffirmed earnings guidance gives its bull at Jefferies some comfort that the logistics-software provider's margins are on track to recover by fiscal 2028. Analyst Roger Samuel tells clients in a note that the guidance and new visibility on restructuring costs suggests the Australian company is on the right trajectory for a fiscal 2028 Ebitda margin of more than 50%. He also reckons that the risk of DSV moving business away from WiseTech's CargoWise platform appears to be abating. Even if the Danish freight-forwarder moves volumes in house, Samuel says the process could take six years or more. Jefferies keeps a buy rating and A$72.00 target price on the stock, which is up 1.5% at A$46.45. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 05, 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":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}