DailyIQ
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Sector:TechnologyAll sectors
Last updated 2 minutes ago

TYL·Tyler Technologies, Inc.

$.
+. (+.%)
After Hours
High
$315.46
Open
$309.53
Market Cap
12.80B
52W High
$615.25
Low
$307.51
P. Close
$312.45
P/E
39.42
52W Low
$270.71
Fwd P/E
20.35
DailyIQ Est.
-
Technical Score (1D)
45
NEUTRAL
News Sentiment
63
BULLISH
Tyler Technologies’ Q2 2026 earnings call revealed record bookings and robust free cash flow, a direct result of accelerated demand for its cloud‑based public‑sector solutions. The surge in revenue growth has bolstered the company’s cash generation, giving it the runway to invest in new product development and potentially fund share buybacks. Because the company now has stronger liquidity, analysts expect a tighter valuation range in the near term as the market prices in higher growth prospects. Guidance for the next quarter was issued, with explicit revenue and EPS targets that signal continued upside potential. The company also emphasized strategic initiatives focused on expanding its product portfolio and tightening cost controls, which should improve margin profiles over the next few months. Investors should watch the Q3 guidance for any revisions that could alter the growth narrative. Monitoring public‑sector spending trends will be key, as Tyler’s customer base is heavily tied to government budgets. Any shift in federal or state procurement could materially affect the company’s top line. Finally, keep an eye on the company’s capital allocation decisions—particularly any announced buyback programs—since they will directly influence shareholder returns and valuation dynamics.
Earnings Summary
Tyler Technologies is a provider of comprehensive software and technology solutions tailored for the public sector, operating through enterprise software and platform technologies that include digital platforms, data analytics, and cybersecurity, and is a notable player in the software‑application segment of the technology sector. In Q2 2026, the company posted earnings of $3.08 per share versus an estimate of $3.0989, and revenue of $645.1 million versus an estimate of $654.5 million, a slight miss after a $3.09 EPS beat and $613.5 million revenue in Q1 2026 against estimates of $3.035 and $615.2 million; compared to Q4 2025, which saw $2.64 EPS and $575.18 million revenue versus estimates of $2.7521 and $596.9 million, the firm has maintained a steady earnings trajectory while revenue has grown from $541.1 million in Q4 2024 to $645.1 million in Q2 2026, reflecting a 19% year‑over‑year increase. Historically, Tyler has delivered consistent EPS growth of roughly 27% from Q4 2024 to Q2 2026, with revenue rising 19% over the same period, and has generally beat analyst expectations, though recent quarters have shown some volatility with Q4 2025 and Q2 2026 missing estimates. Recent news highlights the Tennessee Comptroller of the Treasury go‑live of Tyler’s Enterprise Assessment & Tax solution, a milestone that could accelerate the company’s pipeline of state contracts; the announcement of a record SaaS revenue jump, a share‑repurchase program, and the acquisition of Cody Systems, a municipal software provider, all point to expanding recurring revenue streams and potential cost synergies. Investors should watch for the Q3 2026 earnings release, guidance on AI and cloud initiatives, the pace of Cody Systems integration, and any new state contracts that could confirm the momentum from the Tennessee deployment, as these factors will shape the company’s short‑term earnings outlook.

EPS

EstBeatMiss
$2.52$2.78$3.05$3.32$3.59Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$3.47 - -
Q2'26$3.10$3.08-0.6%
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%

Revenue

EstBeatMiss
$563M$590M$617M$643M$670MQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$658M - -
Q2'26$655M$645M-1.4%
Q1'26$615M$614M-0.3%
Q4'25$597M$575M-3.6%
Q3'25 - $596M -
Q2'25 - $596M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

TYL Stock Snapshot

TYL is currently trading at $312.45, giving Tyler Technologies, Inc. a market cap of 12.80B and a P/E ratio of 39.4. Today's range spans $307.51–$315.46, with shares opening at $309.53 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 45/100 (HOLD) with a news sentiment reading of 63/100.

Over the past year TYL has traded between $270.71 and $615.25 - the current price is +15.4% off the 52-week low and -49.2% from the high.

Sector rotation context matters for TYL's HOLD phase (45/100, HOLD): in Technology, large-cap names (12.80B market cap) with neutral technicals and bullish sentiment (63/100) are often in a staging area ahead of a rotation trade. The current P/E ratio stands at 39.4. Price: $312.45 (near 52-week lows in $270.71–$615.25). When sector flows resume, names that consolidated cleanly rather than correcting sharply tend to lead the next leg - and TYL's current setup fits that pattern.

The 52-week range of $270.71–$615.25 for TYL provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $312.45 (near 52-week lows), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 45/100 and bullish news backdrop (63/100) don't break the tie yet, but they narrow the probability distribution toward the upside.

Recent News Coverage

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