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Scotiabank cuts Open Text stock target, sector perform on cloud growth delay

EditorNatashya Angelica
Published 02/11/2024, 12:18 am
OTEX
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On Friday, Scotiabank adjusted its outlook for Open Text (NASDAQ:OTEX) shares, reducing the price target from $40.00 to $35.00 while maintaining a Sector Perform rating for the company's stock. The revision comes amid a slower than expected ramp-up in cloud growth and a challenging comparison to the previous year's second quarter, which benefited from a high level of grants of certain intellectual property rights.

The financial institution now anticipates Open Text's fiscal year 2025 revenues to be at the lower end of the company's forecast, expecting a slight year-over-year decline excluding AMC of -0.1%, a change from the previously projected +0.9%. Despite this, the first quarter saw a substantial profit exceed expectations and robust adjusted EBITDA margins at 35%.

These margins are expected to persist into the second quarter, but a forecasted increase in operational expenditures due to seasonal factors, such as employee benefits, is likely to compress margins in the second half of the year to around 31%.

Open Text's demand environment appears to remain stable, with enterprise cloud bookings growing by 10% in the first quarter and an anticipated acceleration to meet the annual guidance of 25% growth. Moreover, the small and medium-sized business (SMB) sector, which was a drag on performance last year, is now expected to become a supportive factor as previous pressures ease.

Despite a 10% decline in Open Text's share price following the earnings report, Scotiabank's Sector Perform rating stands firm. The rating reflects the view that Open Text's performance may improve in the latter half of the year.

The valuation of the company is also considered reasonable at 7.4 times the calendar year 2025 enterprise value to EBITDA ratio, taking into account Open Text's leverage of 3.1 times, its modest organic growth, and lower adjusted EBITDA margins compared to larger software peers. The new price target of $35.00 is based on an 8.2 times enterprise value to EBITDA ratio for the calendar year 2025, a slight decrease from the previous 8.5 times.

In other recent news, OpenText Corporation has seen a range of developments. The company reported robust Q1 results, with a 10% increase in enterprise cloud bookings year-over-year and revenues of $1.27 billion, surpassing expectations. Adjusted EPS came in at $0.93, and the company's adjusted EBITDA margin grew to 35%.

However, RBC Capital downgraded OpenText's stock to Sector Perform from Outperform and reduced its price target from $45.00 to $33.00. This decision was driven by the market's increasing skepticism towards the company's growth performance compared to expectations.

Similarly, Citi revised its outlook on OpenText, reducing the stock's price target to $33 from $34 while maintaining a neutral rating. This adjustment followed mixed outcomes in the company's first-quarter results, including underperformance in revenue, billings, and bookings.

Despite these challenges, OpenText maintains a positive outlook for the second half of the fiscal year, backed by upcoming product releases, investments, and leadership changes. The company has also announced plans to continue share buybacks, having repurchased 7.72 million shares. These recent developments provide a snapshot of OpenText's current financial landscape.

InvestingPro Insights

Recent InvestingPro data provides additional context to Scotiabank's analysis of Open Text (NASDAQ:OTEX). The company's market capitalization stands at $7.85 billion, with a P/E ratio of 19.51, reflecting the market's current valuation of the stock.

Despite the recent challenges noted in the article, Open Text maintains impressive gross profit margins of 76.87% for the last twelve months as of Q4 2024, aligning with one of the InvestingPro Tips highlighting the company's strong profitability.

The article mentions a 10% decline in share price following earnings, which is corroborated by InvestingPro data showing a 9.86% drop in the 1-week price total return. This sharp decline has pushed the stock's price to 65.98% of its 52-week high, potentially creating a value opportunity. In fact, an InvestingPro Tip suggests that the stock's RSI indicates it may be in oversold territory.

On a positive note, Open Text has maintained its commitment to shareholders, with an InvestingPro Tip highlighting that the company has raised its dividend for 11 consecutive years. The current dividend yield stands at 3.5%, which may be attractive to income-focused investors.

For readers interested in a more comprehensive analysis, InvestingPro offers 6 additional tips for Open Text, providing a deeper understanding of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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