Expert Exchange: WiseTech's Share Price Rebound Signals Investors Still See Upside, Says Wealth Within Analyst
Key Takeaways
- •WiseTech posted record FY26 revenue of US$1.396 billion, up 79% year on year.
- •Underlying EBITDA for FY26 rose 56% to US$644.5 million.
- •The company completed its acquisition of e2open in 2025 in a deal valuing the target at about US$2.1 billion.
- •WiseTech guided to FY27 revenue growth of just 6-10%, prompting a sharp sell-off in the stock.
- •Analyst Filip Tortevski said the share price rebound indicates investors remain confident in the company's long-term value.
WiseTech Global's (ASX: WTC) recent share price rebound may be signalling that investors are beginning to look beyond the company's near-term challenges, according to Wealth Within Senior Analyst Filip Tortevski.
Speaking to HotCopper's Expert Exchange, Tortevski said he remained positive on WiseTech following its FY26 results, pointing to the stock's sharp recovery from its recent lows as evidence that investors still see significant value in the logistics software giant.
WiseTech, whose flagship CargoWise platform is widely used by freight forwarders and logistics providers to manage international supply chain operations, delivered record FY26 revenue of US$1.396 billion, up 79%, while underlying EBITDA climbed 56% to US$644.5 million. The result was significantly boosted by the acquisition of US-based supply chain software provider e2open, which WiseTech completed in 2025 in a deal valuing the target at approximately US$2.1 billion. However, the company forecast FY27 revenue growth of just 6-10%, which prompted a sharp sell-off as investors digested the slower growth outlook.
For Tortevski, the market's subsequent price action is an important part of the story. He said investors should consider the longer-term earnings potential of the business rather than focusing exclusively on the softer FY27 revenue outlook.
His comments come as WiseTech continues to navigate several major catalysts, including the integration of e2open, the rollout of its CargoWise Value Pack pricing model — a change designed to lift revenue per customer by packaging additional product modules into customer subscriptions — and the potential benefits of AI-driven productivity.
Tortevski discussed his full outlook on WiseTech, the recent share price rebound, and where he sees the stock heading next in the HotCopper Expert Exchange. The material provided in this article is for information only and should not be treated as investment advice. Readers are encouraged to conduct their own research and consult a certified financial advisor before making any investment decisions.
