Barclays raises Open Text stock price target to $33 on improved growth

Published 08/08/2025, 19:36
Barclays raises Open Text stock price target to $33 on improved growth

Investing.com - Barclays (LON:BARC) raised its price target on Open Text (NASDAQ:OTEX) to $33.00 from $29.00 on Friday, while maintaining an Equalweight rating on the stock. According to InvestingPro analysis, the company appears undervalued, with a P/E ratio of 12.56x and an impressive free cash flow yield of 10%.

The research firm cited Open Text’s fourth-quarter performance as potentially marking a turning point, with the company posting its highest top-line beat since the third quarter of 2023 and its best organic growth level in fiscal year 2025.

Barclays noted that Open Text’s fiscal year 2026 guidance exceeded expectations across most major metrics, with management expressing confidence about go-to-market execution and plans to return underperforming business segments like Cybersecurity and Customer Support to growth.

The firm highlighted continued margin outperformance, partly driven by the business optimization plan announced in the previous quarter, as a positive factor for investors as Open Text works toward its "rule of 40" aspirations.

Barclays acknowledged that Open Text still needs to demonstrate multiple quarters of improving growth to attract significant investor interest, but with shares trading at 11x CY26E EV/FCF, the firm increased its valuation multiple from 10x to 12x CY26E EV/FCF for its new price target.

In other recent news, Open Text Corporation reported its financial results for the fourth quarter of 2025, exceeding both earnings and revenue estimates. The company’s earnings per share reached $0.97, surpassing the projected $0.82. Revenue came in at $1.31 billion, beating the expected $1.28 billion. These results reflect strong performance and investor confidence in the company’s operations. Additionally, the positive financial performance was noted by several analyst firms. While there were no specific upgrades or downgrades mentioned, the results have been well-received in the financial community. These developments highlight Open Text’s ability to outperform market expectations.

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