-
Posted by
Two Blokes Apr 27 -
Filed in
Stock
-
4 views
I am downgrading Tyler Technologies to a hold due to concerns over 1Q25 bookings, declining deal sizes, and shorter contract durations. Despite solid 1Q25 revenue growth and strong SaaS performance, the significant drop in new SaaS bookings raises red flags about mid-term growth. Management's assurance of strong RFP and demo activity provides some comfort, but the uncertainty around bookings impacts my confidence.
