Order Pad | The 2026 Re-Rating Opportunity: Is 100% Upside Possible? | WiseTech Global (WTC.ASX)
Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispricing the opportunity.
In this episode, Felicity dives into WiseTech Global (WTC.ASX) one of the ASX’s most widely followed technology stocks and explains why we believe the company could be entering a critical 2026 re-rating phase.
After a sharp sell-off across global software stocks, WiseTech now trades below historical valuation averages despite strong customer retention, growing free cash flow, a transition to transaction-based pricing, and integration…
The skinny
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