TYL

Tyler Technologies, Inc.

TechnologySoftware - ApplicationNASDAQ

$313.15

+$4.47 (1.43%)today

Conviction

7/ 10

Fair Value$443.48

Upside+41.62%

Signal29.13

Market Cap$13.6B

52W Range$283.72–$621.34

Next EarningsApr 29

Conviction History

Conviction Changes

Mar 18, 2026, 5:05 PM6→7conviction-rescore

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Price History

FAIR VALUE ANALYSISMonte Carlo · 3,000 runs · 99% valid

Fair Value$207.60

Current Price$348.63

Upside / Down-40.5%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)97.8%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

20.2%/yr

±5.4% · revenue growth to justify current price

FCF-Based Reverse DCF

10.9%/yr

±3.0% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 4

Conviction: unchanged

TYL 2025 10-K: SaaS Acceleration & Margin Expansion Despite Moderating Growth

TYL 2025: 9% revenue growth, SaaS now 68% mix (+18%), gross margin 46.5% (+270bps), ARR +11%, client attrition 2%. Quality compounder transitioning to mature phase. Recurring revenue base strong (87%)...