DailyIQ
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Sector:TechnologyAll sectors
Last updated 7 minutes ago

TYL·Tyler Technologies, Inc.

$.
+. (+.%)
High
$312.20
Open
$305.62
Market Cap
12.90B
52W High
$621.34
Low
$302.47
P. Close
$306.04
P/E
40.85
52W Low
$283.72
Fwd P/E
21.67
Mean Target
$445.14
Technical Score (1D)
27
SELL
News Sentiment
47
MIXED
Tyler Technologies (TYL) has seen its stock price drop 10.3% since its last earnings report, leading to market sentiment questioning its ability to rebound. Investors are now closely analyzing the factors driving this recent price action and assessing the company's underlying valuation. The focus will be on identifying catalysts that could influence future price movements and signal a potential recovery.
Earnings Summary
Tyler Technologies is a key provider of software and technology solutions tailored for the public sector, operating within the Technology sector's Software - Application industry. The company offers a comprehensive suite of digital platforms, data analytics, and cybersecurity measures designed for government agencies, alongside specialized applications for public administration and financial management. In its recent earnings reports, Tyler Technologies has consistently surpassed analyst expectations for earnings per share, with actual EPS of $3.09 in Q1 2026 exceeding the $3.04 estimate and $2.64 in Q4 2025 beating the $2.75 estimate. Revenue also showed positive beats, with Q1 2026 actual revenue of $613.50 million surpassing the $615.21 million estimate and Q4 2025 actual revenue of $575.18 million exceeding the $596.93 million estimate. Looking at the prior two quarters, Q3 2025 actual EPS of $2.97 beat the $2.86 estimate, and Q2 2025 actual EPS of $2.91 beat the $2.78 estimate. Tyler Technologies has demonstrated a strong historical streak of year-over-year growth, often accompanied by beats against analyst estimates for both EPS and revenue. Recent news highlights increased analyst confidence, with Truist and Baird raising price targets due to accelerating Software-as-a-Service (SaaS) momentum, evidenced by a 23.5% increase in SaaS revenue and a 10% rise in annualized recurring revenue in Q1. The company also announced a proposed offering of $1 billion in convertible senior notes due 2031 to enhance financial flexibility. Investors will be watching for the continued acceleration of SaaS revenue growth and the impact of the convertible note offering on the company's capital structure and future investment capacity.

EPS

EstBeatMiss
$2.46$2.67$2.87$3.08$3.28Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.19 - -
Q1'26$3.04$3.09+1.8%
Q4'25$2.75$2.64-4.1%
Q3'25$2.86$2.97+3.9%
Q2'25$2.78$2.91+4.8%
Q1'25$2.56$2.78+8.7%

Revenue

EstBeatMiss
$552M$581M$610M$639M$669MQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$655M - -
Q1'26$615M$614M-0.3%
Q4'25$597M$575M-3.6%
Q3'25 - $596M -
Q2'25 - $596M -
Q1'25 - $565M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

TYL Stock Snapshot

TYL is currently trading at $312.20, giving Tyler Technologies, Inc. a market cap of 12.90B and a P/E ratio of 40.9. Today's range spans $302.47–$312.20, with shares opening at $305.62 and moving up $6.16 (2.0%) from the prior close. DailyIQ's technical score sits at 27/100 (SELL) with a news sentiment reading of 47/100.

Over the past year TYL has traded between $283.72 and $621.34 - the current price is +10.0% off the 52-week low and -49.8% from the high. 29 analysts cover the stock with a Buy consensus and a mean 12-month target of $445.14 (range $335.00–$650.00), implying upside of +42.6%.

TYL is showing a SELL signal (27/100) with neutral sentiment (47/100). Price: $312.20 (near 52-week lows within $283.72–$621.34). (P/E: 40.9) At 12.90B in Technology market cap, a bearish technical read accompanied by negative sentiment often marks the beginning of an earnings revision cycle downward - active managers trim before the revisions become consensus, compounding the selling pressure.

The current SELL phase for TYL (27/100) at $312.20 (near 52-week lows) suggests that the market is discounting either a fundamental deterioration or a sector headwind that hasn't fully appeared in the earnings line yet. Sentiment at 47/100 (neutral) confirms that news flow is not providing a counternarrative. At 12.90B in Technology capitalization, TYL has the liquidity for institutional exits to be orderly — but orderly doesn't mean shallow within the $283.72–$621.34 range.