Technology One Bull Sees AI Monetization as Key -- Market Talk

Dow Jones

May 20

0104 GMT - Technology One's bull at Macquarie expects the enterprise software provider's monetization of AI-assisted products to keep it in investors' good books. A note from one of the investment bank's analysts sees Technology One remaining in favor relative to other tech stocks, telling clients that they expect AI-enabled customers to sign up for more products. Reminding clients that Technology One has consistently delivered on guidance for more than 30 years, the analyst says annual recurring revenue is the most important metric going forward. AI product releases and a strong pipeline should deliver annual ARR at the top end of guidance, the note adds. Macquarie reiterates an outperform rating and lifts its target price 5.1% to A$30.50. Shares are up 8.3% at A$30.10. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 19, 2026 21:04 ET (01:04 GMT)

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A note from one of the investment bank's analysts sees Technology One remaining in favor relative to other tech stocks, telling clients that they expect AI-enabled customers to sign up for more products. Reminding clients that Technology One has consistently delivered on guidance for more than 30 years, the analyst says annual recurring revenue is the most important metric going forward. AI product releases and a strong pipeline should deliver annual ARR at the top end of guidance, the note adds. Macquarie reiterates an outperform rating and lifts its target price 5.1% to A$30.50. Shares are up 8.3% at A$30.10. (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 19, 2026 21:04 ET (01:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>Technology One Bull Sees AI Monetization as Key -- Market Talk</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTechnology One Bull Sees AI Monetization as Key -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-20 09:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0104 GMT - <a href=\"https://laohu8.com/S/TNE.AU\">Technology One</a>'s bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> expects the enterprise software provider's monetization of AI-assisted products to keep it in investors' good books. A note from one of the investment bank's analysts sees Technology One remaining in favor relative to other tech stocks, telling clients that they expect AI-enabled customers to sign up for more products. Reminding clients that Technology One has consistently delivered on guidance for more than 30 years, the analyst says annual recurring revenue is the most important metric going forward. AI product releases and a strong pipeline should deliver annual ARR at the top end of guidance, the note adds. Macquarie reiterates an outperform rating and lifts its target price 5.1% to A$30.50. Shares are up 8.3% at A$30.10. (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 19, 2026 21:04 ET (01:04 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":"ARTY","symbol_name":"ISHARES FUTURE AI & TECH ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2636896845","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2636896845","pubTimestamp":1779239040,"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":"0104 GMT - Technology One's bull at Macquarie expects the enterprise software provider's monetization of AI-assisted products to keep it in investors' good books. A note from one of the investment bank's analysts sees Technology One remaining in favor relative to other tech stocks, telling clients that they expect AI-enabled customers to sign up for more products. Reminding clients that Technology One has consistently delivered on guidance for more than 30 years, the analyst says annual recurring revenue is the most important metric going forward. AI product releases and a strong pipeline should deliver annual ARR at the top end of guidance, the note adds. Macquarie reiterates an outperform rating and lifts its target price 5.1% to A$30.50. Shares are up 8.3% at A$30.10. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ARTY":"ISHARES FUTURE AI & TECH ETF","AGIX":"通用人工智能 ETF-AGIX","BK7503":"科技股","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","TNE.AU":"TECHNOLOGY ONE LTD","BK7016":"应用软件"},"translate_title":"科技一牛将人工智能货币化视为关键——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TNE.AU":0.9,"AGIX":1.5,"AIPO":1.5,"CHAT":1.5,"ARTY":1.5},"content_text":"0104 GMT - Technology One's bull at Macquarie expects the enterprise software provider's monetization of AI-assisted products to keep it in investors' good books. A note from one of the investment bank's analysts sees Technology One remaining in favor relative to other tech stocks, telling clients that they expect AI-enabled customers to sign up for more products. Reminding clients that Technology One has consistently delivered on guidance for more than 30 years, the analyst says annual recurring revenue is the most important metric going forward. AI product releases and a strong pipeline should deliver annual ARR at the top end of guidance, the note adds. Macquarie reiterates an outperform rating and lifts its target price 5.1% to A$30.50. Shares are up 8.3% at A$30.10. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 19, 2026 21:04 ET (01:04 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":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}