Tyler Technologies, Inc. (TYL) Presents at UBS Global Technology and AI Conference 2025 Transcript
Tyler Technologies, Inc. ( TYL ) Wells Fargo's 9th Annual TMT Summit November 18, 2025 4:30 PM EST Company Participants Brian Miller - Executive VP & CFO Conference Call Participants Michael Turrin - Wells Fargo Securities, LLC, Research Division Presentation Michael Turrin Wells Fargo Securities, LLC, Research Division Tyler Technologies with us. Brian, thanks for making it in time.
Tyler Technologies (TYL) remains a Buy as 3Q25 results confirm robust SaaS growth, margin expansion, and a de-risked 2026 outlook. TYL's cloud transition accelerates, with ARR from on-premise flips up 64% y/y and SaaS bookings at all-time highs, supporting near-term growth visibility. AI initiatives drive 10–30% productivity gains, expand TAM, and add upside not included in long-term guidance, further strengthening the growth story.
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The heavy selling pressure might have exhausted for Tyler Technologies (TYL) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Tyler Technologies (TYL) could produce exceptional returns because of its solid growth attributes.
Tyler Technologies remains a sell, due to weak fundamentals and an unjustifiably high valuation, despite recent share price declines. TYL's top-line growth is decelerating, with bookings and ARR stagnating, casting doubt on management's optimistic demand outlook. At 8.6x EV/FY25 revenue and 42x FY25 P/E, TYL trades at a premium to larger, similarly challenged software peers, like CRM and ADBE.
Tyler Technologies, Inc. ( TYL ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Hala Elsherbini - Senior Director of Investor Relations H. Moore - CEO, President & Director Brian Miller - Executive VP & CFO Conference Call Participants Aleksandr Zukin - Wolfe Research, LLC Terrell Tillman - Truist Securities, Inc., Research Division Joshua Reilly - Needham & Company, LLC, Research Division Saket Kalia - Barclays Bank PLC, Research Division S.
TYL tops Q3 estimates with strong subscription gains, margin expansion and higher 2025 guidance.
The headline numbers for Tyler Technologies (TYL) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Tyler Technologies (TYL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
I upgraded Tyler Technologies to 'Buy,' as 2Q25 results dispelled growth concerns and showed strong revenue, margin, and free cash flow improvements. A sharp rebound in SaaS bookings and larger deal sizes signal that prior weakness was temporary, restoring confidence in midterm growth. Cloud transition momentum is accelerating, with larger on-prem clients moving to SaaS, supporting multi-year recurring revenue and margin expansion.