Highlights

  • WiseTech Global shares were trading at AUD 49.12, while Refinitiv broker consensus shows a target price of AUD 88.10.
  • The company reported total revenue of USD 672 million in 1H FY26, representing 76% growth compared with the previous year.
  • WiseTech reaffirmed FY26 revenue guidance of USD 1.39 billion to USD 1.44 billion.

WiseTech Global Ltd (ASX:WTC) shares were trading lower during Wednesday’s session, though broker consensus data indicates analysts still expect higher valuation levels for the logistics software provider.

As of 11 March, WiseTech Global shares were trading at AUD 49.12, down AUD 1.96 or 3.84% during the session. Over the past year, the stock has declined 42.98%.

According to Refinitiv broker consensus data, analysts maintain a buy rating on the stock with an average target price of AUD 88.10, indicating a difference between the current share price and analyst expectations.

In February 2026, the company released its first-half FY26 results, reporting revenue growth following the acquisition of e2open and outlining its ongoing AI transformation strategy.

Share Price and Broker Outlook

WiseTech Global shares were trading lower during the session and have declined 42.98% over the past 12 months.

Despite the decline, Refinitiv consensus broker data indicates a buy rating, with the average target price at AUD 88.10, which is above the current trading level.

Key Financial Metrics

  • Share Price: AUD 49.12
  • Daily Change: −AUD 1.96 (−3.84%)
  • 1-Year Performance: −42.98%
  • Broker Consensus Target Price: AUD 88.10

1H FY26 Financial Performance

For the six months ended 31 December 2025, WiseTech Global reported:

  • Total Revenue: USD 672.0 million (up 76%)
  • CargoWise Revenue: USD 372.4 million (up 12%)
  • EBITDA: USD 252.1 million (up 31%)
  • Underlying Net Profit After Tax: USD 114.5 million

The revenue increase was driven by the consolidation of e2open, which WiseTech acquired in August 2025, as well as continued growth in its CargoWise logistics platform.

Operating cash flow for the half year reached USD 231.7 million, while free cash flow rose to USD 153.6 million.

WiseTech also declared an interim dividend of 6.8 cents per share, payable on 10 April 2026.

AI Transformation and Workforce Changes

WiseTech announced the next stage of its AI transformation program, aimed at embedding artificial intelligence across its logistics software and internal operations.

As part of the program, the company expects to reduce headcount in product development and customer service teams by up to 50%, with the changes expected to take place from FY26 into FY27.

The initiative is designed to increase automation, improve productivity and support the company’s shift toward an AI-led operating model.

CargoWise Platform Expansion

WiseTech also reported progress in the adoption of its CargoWise logistics platform, with approximately 95% of CargoWise customers now using the company’s new commercial model.

The updated model moves away from traditional seat-based pricing toward transaction-based monetisation, aligning revenue with platform usage.

The company also secured new Large Global Freight Forwarder rollouts, including Sankyu and CJ Logistics, bringing the total number of major rollouts to 59 global freight forwarders.

FY26 Outlook

WiseTech reaffirmed its FY26 guidance, expecting:

  • Revenue: USD 1.39 billion to USD 1.44 billion
  • EBITDA: USD 550 million to USD 585 million
  • EBITDA Margin: 40% to 41%

The company also confirmed that USD 50 million in annualised cost synergies from the e2open acquisition had already been achieved in January 2026, earlier than previously planned.

WiseTech Global shares were trading below broker consensus targets despite reporting revenue growth and reaffirming FY26 guidance. The company’s 1H FY26 results included revenue of USD 672 million and EBITDA of USD 252.1 million, alongside progress in integrating the e2open acquisition and expanding its CargoWise platform. Refinitiv broker consensus data currently places the average target price at AUD 88.10, compared with the share price of around AUD 49.12.

Frequently Asked Questions (FAQs)

  1. What is the broker target price for WiseTech Global shares?

Refinitiv consensus broker data shows an average target price of AUD 88.10 for WiseTech Global shares.

  1. What were WiseTech’s key financial results for 1H FY26?

WiseTech reported total revenue of USD 672 million, EBITDA of USD 252.1 million, and underlying net profit after tax of USD 114.5 million.

  1. What is WiseTech’s FY26 revenue guidance?

The company reaffirmed FY26 revenue guidance between USD 1.39 billion and USD 1.44 billion, with EBITDA expected between USD 550 million and USD 585 million.