0105 GMT - WiseTech Global's bull at Macquarie thinks the logistics-software provider's fiscal 2027 guidance might be stronger than consensus forecasts. With an unchanged outperform rating on the stock, one of the investment bank's analysts tells clients in a note that industry participants have told them that the transitional pricing arrangement that WiseTech installed as a bridge to its new commercial model is rolling off. The analyst reminds clients that the arrangement was effectively a rebate to customers. On this basis there could be minor upside to current market revenue expectations. The analyst adds that industry sources also suggest there could be additional cost savings in areas including sales and marketing. Macquarie cuts its target price 52% to 47.10 Australian dollars, reflecting more caution on the U.S. rollout of its container optimization product. Shares are down 4.7% at A$36.11.