Market Chatter: WiseTech Faces 'Elevated' Execution Risks, Macquarie Says

MT Newswires Live12-05

WiseTech Global (ASX:WTC) faces "elevated" execution risks, as about 850 of its large freight forwarder customers have not yet transitioned to CargoWise Value Packs, the company's new revenue model, Macquarie said, according to a Friday report by The Australian.

The company recently launched four value packs for its CargoWise software to replace the commercial model that has been in place since 2014.

Macquarie analyst Andrew Gillies noted that WTC's top 300 customers accounted for more than 70% of its fiscal 2024 sales.

The firm upgraded WTC's rating to outperform but maintained its price target of AU$108.50.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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