26/08/2026 17:20

WiseTech Global (ASX: WTC) $40.89

WTC -10.07%: Produced strong headline earnings growth in FY26, with underlying NPAT up 29% and EBITDA up 46%, but the market focused on a softer-than-expected CargoWise performance and FY27 revenue growth guidance of just 6–10%.

Read more

14/07/2026 09:50

WiseTech Global Limited (ASX: WTC) $33.32

WiseTech Global (WTC) founder and major shareholder Richard White has been one of the market’s most prolific insider sellers this year. White has remained in steady sell-down mode throughout 2026, although the disposals are consistent with his behaviour in prior years and he still owns more than 34% of the company.

Read more

22/06/2026 16:51

WiseTech Global (ASX: WTC) $30.08

WTC -18.44: The hits keep coming for WiseTech, with another Richard White-related governance issue pushing the stock to a five-year low. While WTC has not released an announcement, the market reacted sharply to media reports that the AFP is investigating White over allegations relating to a woman’s immigration status and a visa application.

Read more

02/06/2026 09:41

WiseTech Global (ASX: WTC) $39.15

WiseTech was once widely regarded as one of Australia’s highest-quality software businesses, providing mission-critical logistics software through its flagship CargoWise platform, which helps global supply-chain operators manage the movement of goods across international trade networks.

Read more

13/04/2026 09:37

Shawn’s Trade Idea: Buy WiseTech Global Ltd (ASX:WTC) at $35.25

We were stopped out of XRO for a profit last week as the software space came under renewed selling after Anthropic launched Claude Managed Agents and Meta unveiled a new AI model. These chapters of AI news will undoubtedly keep coming but our view is the rerating across the software sector has run its course and the next ~20-25% move at least for WTC is on the upside after US peers made fresh 2025 lows on Friday night - initially we are looking to buy a new low in WTC but this may change during the week.

Read more

23/03/2026 08:58

Shawn’s Trade Idea: Buy WiseTech Global Ltd (WTC) at $39.50 with stops at $36.80

We remain keen buyers of weakness in global software stocks into new 2026 lows, at this stage we’ve selected WTC for a Trade, although note we have lowered our entry slightly after Richard White & Co garnered further negative press over the last 48 hours.

Read more

19/03/2026 11:21

Trade Idea: Buy WiseTech Global (WTC) at $40 with stops at $36.80

We believe the risk/reward for WTC will be attractive ~$40, with an initial target of in excess of $50.

Read more

12/03/2026 09:03

WiseTech Global Ltd (WTC) $49.24

WTC has bounced more than 10% over the last 5 days, even after yesterday’s weakness in the stock and sector. The sell-off in WTC hasn’t entirely been down to the “AI Disruption” and valuation compression but they have been the main contributors.

Read more

02/03/2026 09:18

Shawn’s Trade Idea: Buy WiseTech Global Ltd (WTC) $42.00 with stops at $38.50.

We liked WTC’s pro-active actions around AI last week and CEO Zubin Appo’s purchase of ~$1mn worth of stock. Assuming this logistics stock spikes down on the Middle East tensions we like the risk/reward around $42 but this level maybe tweaked during the week.

Read more

26/02/2026 10:09

Portfolio Amendments – Active Growth

We are making a change to the Growth Portfolio today

Read more