Conviction
1 → 2
Current stock research snapshot · 8/28/26 Fresh
TYLTyler Technologies, Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$480.84Current stock price target
Investment thesis statusINTACTLast reviewed 8/28/26
Market cap$15.15BSnapshot value · 8/28/26
Research history
See all TYL changes ↗What changed
Target
— → $480.84
Thesis status
NEEDS_MORE_DATA → INTACT
Coverage
— → Added to coverage
Digital Sovereignty > National Identity & Digital Credentials > civic records / courts / ERP as the software governments cannot easily rebid
Next earnings (last reported 2026-07-29); state/local contract awards
Trailing EPS turns negative; new-logo wins stall two years; a hyperscaler or ERP incumbent takes the civic stack
first-pass dt_ds_first_pass_2026-08-28; Fintel 🟡 Mixed
Snapshot · 8/28/26🟡 Mixed · ins-$5.7M · 13F 16+/9-×0.5 · short↑0.41
Snapshot · 8/28/26