Tyler Technologies (TYP) AI Stock Analysis
Tyler Technologies
(XETRA:TYP)
No summary available
Tyler Technologies (TYP) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 15.68B
- Dividend Yield
- ―
- Average Volume (3M)
- 33
- Price to Earnings (P/E)
- 49.2
- Beta (1Y)
- 0.13
- Revenue Growth
- 2.70%
- EPS Growth
- 4.25%
- Country
- Germany
- Employees
- 7,879
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Software - Application
Tyler Technologies Business Overview & Revenue Model
Company Description
Tyler Technologies, Inc. specializes in delivering comprehensive information management solutions and services tailored for the public sector. Its operations are organized into three primary divisions: Enterprise Software, Appraisal and Tax, and NIC....
Tyler Technologies Earnings Call Summary
The call was broadly positive. Tyler reported strong recurring revenue, SaaS growth, margin expansion, record free cash flow, healthy public-sector demand, expanding cloud migration activity, growing AI adoption, and substantial share repurchases. The main challenges were timing-related SaaS revenue pressure, lumpy large-deal closings, shorter contract duration, uneven AI readiness, and variability in transaction-funded revenue. Management remained confident in the long-term growth strategy and 2030 objectives.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management expects Cloud Living rollouts to remain on track for early 2027, with an accelerating pace of migrations beginning in 2027; flips are expected to be a bigger contributor next year and to provide an increasing contribution over the coming quarters and years toward 20% or north of 20% SaaS revenue growth, while the long-term target remains 20% through 2030 and the 2030 conversion target remains 85%. They expect at least the second half of next year before seeing really meaningful contribution from new agentic AI capabilities, with 11 agents generally available and a target of 25 by year-end. For Q4, inorganic revenue is estimated in the range of $8 million-$9 million, and management expects a strong finish to 2026 while remaining within the same EPS range for the year.
Tyler Technologies Risk Analysis
Tyler Technologies disclosed 34 risk factors in its most recent earnings report. Tyler Technologies reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksTyler Technologies Peers Comparison
Overall Rating
NICE81.1Outperform
PAYC80Outperform
DOCU77Outperform
PEGA74Outperform
WK69Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| NICE | 81Outperform | $6.58B | 16.17 | 11.28% | ― | 8.08% | -18.39% |
| PAYC | 80Outperform | $11.70B | 28.02 | 40.43% | 0.57% | 9.23% | 27.04% |
| DOCU | 77Outperform | $15.36B | 49.20 | 17.74% | ― | 8.59% | 20.88% |
| PEGA | 74Outperform | $5.55B | 19.50 | 45.30% | 0.60% | 0.93% | 7.44% |
| WK | 69Neutral | $4.55B | 100.73 | -123.75% | ― | 19.67% | ― |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:TYP | Tyler Technologies | 353.00 | -50.10 | -12.43% | |
| NICE | Nice Ltd. | 113.76 | -21.78 | -16.07% | |
| PEGA | Pegasystems | 33.93 | -28.70 | -45.83% | |
| PAYC | Paycom Software | 264.20 | 81.08 | 44.28% | |
| WK | Workiva Inc. | 83.61 | -1.22 | -1.44% | |
| DOCU | Docusign | 82.17 | 9.13 | 12.50% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.