Highlights

  • Consensus rating of Buy from 8 analysts: 7 Buy or equivalent, 0 Hold, 1 Sell or equivalent.
  • Mean price target of A$5.51 against a share price of A$3.35 on 8 October 2026, an implied upside of 64.4%.
  • Analyst targets range from A$3.20 to A$6.80.
  • Operating revenue was $386.5 million, down 1.5%, which the company attributed to revenue mix, including lower licence fees, and foreign exchange headwinds.

Hansen Technologies (ASX:HSN) carries a consensus analyst rating of Buy. Of the 8 analyst recommendations recorded, 7 are Buy or equivalent, 0 are Hold and 1 is Sell or equivalent. The mean price target is A$5.51, with targets ranging from A$3.20 to A$6.80, against a current share price of A$3.35 (8 October 2026). Hansen Technologies Limited is a global provider of industry-specific software, including solutions for energy, water, communications and media.

Company name

Hansen Technologies

Ticker

(ASX:HSN)

Exchange

ASX (Australian Securities Exchange)

Current share price

A$3.35

Price date

8 October 2026

Number of analysts

8

Rating consensus

Buy

Consensus price target (mean)

A$5.51

Highest target

A$6.80

Lowest target

A$3.20

Implied upside/downside to mean target

Implied upside of 64.4%

Latest developments

Hansen Technologies (ASX:HSN) announced its results for the full year ended 30 June 2026 on 19 August 2026. Operating Revenue was $386.5 million, down 1.5%, which the company attributed to revenue mix, including lower licence fees, and foreign exchange headwinds. Support and Maintenance revenue was $230.3 million, up 13.4%. Underlying EBITDA was $119.6 million, up 7.2%, with a 31.0% margin, up 2.5 percentage points, and Cash EBITDA was $106.2 million, up 13.7%.

Underlying NPAT was $48.5 million, up 22.5%, and underlying NPATA was $65.9 million, up 15.9%. Basic EPSa based on underlying NPATA was 32.3 cents, up 15.8%. Net cash from Operating Activities was $110.4 million, up 52.0%. The company reported the Acquisition and integration of Digitalk, which adds to its Communications and Media capability, and continued embedding of AI across products and operations.

The Board declared a final Dividend of 5.0 cents per share, partially franked at 4.0 cents, with a Record Date of 25 August 2026 and payment on 18 September 2026.

For FY27, Hansen expects revenue to be broadly stable relative to FY26, reflecting the ongoing transition in revenue mix. Recurring Support and Maintenance revenue is expected to grow approximately 6% to 8%, and the Underlying EBITDA Margin is expected to exceed 26%. The Board describes FY27 as an Investment and transition year focused on improving revenue quality.

Sector context

Hansen supplies software for energy, water, communications and media customers, and the company describes a transition in its revenue mix away from licence fees towards recurring revenue. It expects near-term customer caution to continue.

Risks and what to watch

Operating revenue declined 1.5% and the company notes near-term customer caution. FY27 revenue is expected to be broadly stable, and the guided Underlying EBITDA margin of above 26% compares with 31.0% in FY26. Lower licence fees reduce one-off revenue, and foreign exchange affects reported results. The company uses non-IFRS measures including EBITDA, NPATA and Cash EBITDA, and the Directors describe these as additional to IFRS measures.

Next milestones

Items to watch include payment of the final dividend on 18 September 2026, Support and Maintenance growth of 6% to 8% in FY27, progress on the transition in revenue mix, Digitalk integration, and the half-year result.