02/09/2026 09:42

Xero Ltd (ASX: XRO) $83.28

XRO has been at the forefront of the “AI Disruption Trade” or “SaaSpocalypse”, whichever you prefer, with the stock falling almost 70% from its 2025 high. The company didn’t help things buying Melio for US$2.5bn in late 2025, by far its largest acquisition, effectively right at the top of tech valuations. In hindsight, we liked the acquisition of the US SMB bill-pay/payments platform, to combine accounting and payments and materially accelerate Xero’s US growth, just not the price XRO paid.

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14/07/2026 09:51

Xero Ltd (ASX: XRO) $70.24

On Monday, Xero shares came under pressure after CEO Sukhinder Singh Cassidy sold her remaining shares on-market for ~$2.2 million at $74 per share, leaving her (currently) with no directly held ordinary shares. The company said the disposal was undertaken to manage personal tax obligations, and Cassidy continues to hold a substantial economic interest through 171,381 restricted stock units (RSUs) and more than 1.0 million unlisted options. However, the sale caught our eye because it follows $5.4 million of share sales between late May and early June.

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29/06/2026 09:25

Shawn’s Trade Idea: Xero Ltd (ASX: XRO) $69.05

XRO has been by far the most actively traded stock in our trading ideas section, with four attempts yielding a net small profit - not too bad with the stock having fallen 67% in the last 12-months. However, ideally we like to buy stocks/markets in an uptrend that are correcting but XRO has tempted us on occasion, looking for a sharp bounce. Again, we’re targeting a bounce, in line with earlier discussions towards the software stocks outperforming the AI Trade in the coming weeks.

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22/06/2026 09:00

Chart of the Week: Megaport (ASX: MP1) v Xero Ltd (ASX: XRO)

With Xero and WiseTech  likely to make fresh 2026 lows this week we again have to face the music and consider whether we’ve backed the wrong horse. We’ve already seen the “AI Disruption Trade” proved fallible with stocks like Megaport (+78%) and Technology One (+7%) outperforming the ASX as the market looks to dissect which businesses will be beneficiaries of AI and which will be painfully disrupted.

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02/06/2026 09:41

Xero (ASX: XRO) $80.95

Xero (XRO) has faced similar AI-related scrutiny to many software names, with investors increasingly questioning how generative AI will reshape the economics of cloud accounting software. Despite delivering a solid FY26 result, covered here, the stock struggled as investors focused on the negatives, including Melio-related noise and rising AI-related competitive risk.

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01/06/2026 09:03

Shawn’s Trade Idea: Buy Xero Ltd (ASX: XRO) ~$76

In line with the “risk on” attitude washing through US markets, aka the meme stocks, and the strong ~6% gain by rival Intuit Inc (NADSAQ: INTU) on Friday night we believe the risk/reward towards battered local software names, like Xero looks attractive.

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14/05/2026 16:55

Xero (XRO) $73.68

XRO -9.04%: reported FY26 results this morning that on the face of it, were solid, and a shade above consensus, but as the day wore on, the sellers got stuck in, looking beyond the headline earnings beat, focussing on profit quality, FY27 reinvestment, Melio-related noise and rising AI-related competitive risk.

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16/04/2026 11:10

Xero Ltd (ASX:XRO) $80

Xero has charged out of the blocks this morning as US software stocks continue to shrug off AI Disruption fears.

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14/04/2026 09:42

Shawn’s Trade Idea: Buy Xero Ltd (ASX:XRO) at $76.00

We are cancelling yesterdays unfilled bids in PME and WTC and instead looking to “pay up” for Xero in what’s likely to be a strong opening. With an initial target of ~$90 we are keen to get set this morning.

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30/03/2026 09:15

Shawn’s Trade Idea: Buy Xero Ltd (XRO) at $70.11 with stops at $64.88

We also traded XRO recently, back in late 2025, being stopped out above $114 for a small profit. In line with our view towards the software sector, second time lucky!

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