Tyler Technologies (TYL)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$394.30+5.45%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put TYL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — SaaS revenue grows 12% or more: Direct metric needs a verified mapping.
View ThesisRevenue growth is slowing — up about 8% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 22%.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskTYL’s recurring SaaS revenue growth is the core claim, though growth remains modest. Revenue growth rose from 8.2% to 8.7% year over year, and Q3 earnings beat. TYL trades at 36× P/E versus a 30× peer median. The price reflects less growth than our forecast, despite that premium. A 26% next-quarter miss probability and guidance risk threaten execution. The SaaS growth pillar is under pressure, though its mapping remains unverified. Peer multiples imply a price about 8% below where it trades. This read is provisional.
Trailing returns as of 2026-10-30. TYL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering TYL (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for TYL in the last 4 months.
Continue this research
Compare TYL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TYL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put TYL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow SaaS and recurring revenues
SaaS growth and margin expansion support recurring-revenue objectives and indicate operating progress.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $394.30
The last 12 months of price, then the range of analyst 12-month targets from today’s $394.30.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Revenue miss and soft guidance raise concerns about growth and execution.
Advances: Share Repurchase Program
Share repurchase program supports capital allocation strategy.
Advances: Share Repurchase Program
Share repurchase plan enhances capital allocation strategy.
Advances: SaaS Revenue Growth
AI adoption boosts SaaS revenue growth potential.
Advances: SaaS Revenue Growth
Affirms SaaS revenue growth amidst market concerns.
Advances: SaaS Revenue Growth
Affirms SaaS revenue growth amidst market concerns.
Advances: SaaS Revenue Growth
Earnings beat supports SaaS revenue growth objective.
