| TYL |
Report |
SaaS revenue growth (Q2'26) |
BEAT |
pred ~+22% / ~$231M vs. cons ~+21% / ~$229M |
MEDIUM |
| TYL |
Report |
Total revenue (Q2'26) |
IN-LINE |
pred ~$650M vs. cons ~$647M |
MEDIUM |
| TYL |
Report |
Non-GAAP EPS (Q2'26) |
BEAT |
pred ~$3.13 vs. cons ~$3.07 |
MEDIUM |
| TYL |
Guide |
FY26 revenue guide |
UNCHANGED |
guide ~$2.535-2.575B (mid ~$2.555B) vs. cons ~$2.56B (FY26) |
MEDIUM |
| TYL |
Guide |
FY26 non-GAAP EPS guide |
BETTER |
guide ~$12.85-13.10 (mid ~$12.98) vs. cons ~$12.90 (FY26) |
LOW |
| TYL |
Guide |
FY26 SaaS revenue growth guide |
UNCHANGED |
guide ~20.5-22.5% vs. cons ~21.5% (FY26) |
MEDIUM |
| TYL |
Guide |
FY26 transaction revenue guide (Texas roll-off optics) |
UNKNOWN |
guide ~+5-7% reported / ~+10-12% ex-Texas vs. cons ~+6% (FY26) |
LOW |
| TYL |
Guide |
AI monetization / flip momentum commentary |
UNKNOWN |
pred ~25 agents across ~100% flagships & 10-30% price uplift vs. cons/expectation ~modest, not yet a numbers needle-mover (FY26) |
LOW |
| TYL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| TYL |
Return |
5-day cumulative residual |
-4.0% (FADE) |
Stock ran +21% off June lows and +12% in the final 3 sessions on a software-rotation squeeze, not fundamentals, so a beat-and-reaffirm/modest-raise is largely priced in and invites sell-the-news. Out-period math is unfavorable: optically soft transaction line (Texas ~$36M roll-off), an explicitly H2-weighted EPS profile (~53% in H2) that limits near-term upward revisions, and AI still framed as not a near-term numbers driver. Absent fresh, quantified AI-monetization proof points, momentum longs de-risk and the residual fades further after day 1. |
LOW |