Key highlights

  • SiteMinder Ltd (ASX:SDR) closed at $2.68 on 20 October 2026, down 0.74%.
  • The shares are down approximately 61.99% over the past year.
  • SiteMinder reported FY26 ARR of $313.7 million and adjusted EBITDA of $28.1 million, up 96.5%, on 25 August 2026.

Shares in SiteMinder Ltd (ASX:SDR) closed at $2.68 on 20 October 2026, fell 0.74% on the day from a previous close of about $2.70.

Over the past 12 months the stock lost approximately 61.99%. Working back from the closing price, a 12-month change of approximately -61.99% implies a share price of about $7.05 a year earlier. The annual decline is much larger than the move in a single session, which is a reminder of how far a stock can travel over a year.

In dollar terms, the 12-month move amounts to about $4.37 per share, from roughly $7.05 to $2.68, while the move during the 20 October session was about 2.0 cents per share. The two figures measure different time frames and are reported here on their own terms.

About SiteMinder

SiteMinder Limited provides cloud software to hotels, including channel management, booking and payments tools sold under what it calls its Smart Platform. It earns subscription Revenue and transaction revenue linked to bookings and payments.

Latest development

The share price figures above are not linked here to the company’s results. On 25 August 2026 SiteMinder reported FY26 results. ARR rose 24.1% in constant currency on an organic basis, or 14.9% reported, to $313.7 million. Revenue rose 22.0% on the same basis, or 18.6% reported, to $266.1 million, with transaction revenue driven by the Smart Platform up 34%.

Adjusted EBITDA rose 96.5% to $28.1 million, with the Margin widening 419 basis points to 10.6%, and adjusted free Cash Flow more than doubled to $10.5 million. The reported net loss narrowed to $11.3 million from $24.5 million in FY25. SiteMinder said a strengthening Australian dollar adversely affected reported revenue and profitability.

For FY27, the company expects its adjusted EBITDA margin to expand meaningfully, with ARR growth in the 20s. It targets an adjusted EBITDA margin in the mid-20s by FY30 and ARR growth at a compound annual rate in the 20s from FY26 closing levels to FY30, on a constant-currency, organic basis.

Sector context

Hotel technology depends on travel demand, and SiteMinder pointed to heightened geopolitical and global travel uncertainty during the year. Software providers in hospitality increasingly earn transaction revenue from payments and bookings in addition to subscriptions.

Currency movements affect reported results of Australian-listed companies that sell to overseas customers.

Risks

SiteMinder remains loss-making on a reported basis, and reported ARR growth of 14.9% was well below the constant-currency figure because of the exchange rate. Travel Demand and geopolitical events affect bookings and transaction revenue.

Its FY30 margin and ARR targets depend on continued execution, and the share price has fallen approximately 61.99% over the year.

Share price movements add a separate layer of uncertainty. The stock’s one-day move of -0.74% on 20 October 2026 and its 12-month change of approximately -61.99% show how far the share price can move, and past movements do not indicate future direction.

Catalysts to watch

Items to watch include FY27 ARR growth in the 20s, margin expansion, growth of transaction revenue from the Smart Platform, the effect of exchange rates and progress towards the FY30 targets.