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OTOTEX

Open Text Corporation

$OTEX·$6.1B·Software - Application·Technology
$23.98-3.0%1Y-20.6%
Mentions · last 7 days
2026-08-04: 2 posts2026-08-05: 2 posts2026-08-06: 8 posts2026-08-07: 3 posts2026-08-08: 3 posts2026-08-09: 1 posts2026-08-10: 1 posts20+6%
Price updated 16h ago·X counts updated 2d ago
OTOTEX
$OTEXOpen Text Corporation
$23.98-2.99%20 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $OTEX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Stuck sidewaysCooling offAI verdict · as of 2026-08-12

Catching its breath after a run — could pick back up or fade from here.

Enterprise-info-management name -21% 12m; FY26 results posted; PE ~5.7 with FCF yield ~6.2%.

Open Text is an enterprise-information-management vendor coiled after its FY26 print with real de-rating.

What the numbers say:

  • Price $23.98, -21% over twelve months — a real de-rating in a mature software name.
  • PE ~5.7, PS 0.68, op margin ~21%, ROIC ~14%, FCF yield ~6.2%, D/E 0.06 — cheap on almost every metric.
  • Aug 6-7: FY26 Q4 earnings call and results posted.
  • The setup reads value-hold — the multiple discounts real growth concerns.

This is a deep-value software name — Nov 4 Q1 fiscal print is the next check on whether the growth trajectory has stabilized.

What to watch: Nov 4 Q1 fiscal print — organic ARR growth, gross-margin trend, and any commentary on the Micro Focus integration synergies.

On the calendar: 2026-11-04 — Q1 earnings (fiscal)

thin sentiment

Read the AI verdict + X sentiment for $OTEX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Open Text Corporation specializes in the creation, development, and distribution of advanced software and comprehensive solutions designed for information management. Its extensive portfolio encompasses vital areas such as content services and a sophisticated business network that facilitates data management both internally and across external boundaries. The company also delivers robust security and protection measures to counter cyber threats, ensure business continuity, and enable effective breach response, including digital investigation, forensic security tools, and specialized OpenText cyber resilience offerings, augmented by popular products like Carbonite and Webroot. At the core of its technology stack is the OpenText Information Management software platform. Other key features include an eDiscovery platform for forensic analysis and unstructured data analytics, the OpenText Developer Cloud providing essential API services, and powerful AI and analytics capabilities for both structured and unstructured data. Furthermore, Open Text offers digital process automation solutions, empowering organizations to evolve into data-driven entities, alongside the OpenText Digital Experience platform. Beyond its software, the company provides comprehensive customer support, offering access to software upgrades, an extensive knowledge base, community discussions, product insights, and an online system for managing trouble tickets. It also delivers expert consulting and training services for product implementation, integration, and user education, coupled with scalable cloud services. Serving a diverse global clientele that includes large enterprises, mid-market firms, government agencies, small and medium-sized businesses, and individual consumers, Open Text maintains a significant international presence. Its operations span Canada, the United States, the United Kingdom, Germany, the wider European region, the Middle East, Africa, and various other international markets. The company fosters strategic alliances with industry leaders such as SAP SE, Google Cloud, Amazon AWS, Microsoft Corporation, Oracle Corporation, and Salesforce.com Corporation, as well as major consulting and IT services providers like Accenture plc, ATOS, Capgemini Technology Services SAS, Cognizant Technology Solutions U.S. Corp., Deloitte Consulting LLP, and Tata Consultancy Services. Open Text Corporation was established in 1991 and maintains its headquarters in Waterloo, Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $OTEX.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-4.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
5.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
28.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$1.23$1.02+20.6%
Q1 2026May 7, 2026$1.01$0.90+11.7%
Q4 2025Feb 5, 2026$1.13$1.04+8.7%
Q3 2025Nov 5, 2025$1.05$0.99+6.2%
Next earningsWed, Nov 4·consensus EPS $0.93

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$5.2B+300.3%73.7%20.6%$2.58$38.1B
Q3 FY26$1.3B+2.2%73.1%21.4%$0.70$301.5M
Q2 FY26$1.3B-0.6%74.0%22.0%$0.67$279.4M
Q1 FY26$1.3B+1.5%72.8%21.0%$0.57$101.2M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.0B$5.0B – $5.1B$4.15$4.09 – $4.217
FY27$5.1B$5.0B – $5.2B$4.40$4.33 – $4.477
FY28$5.3B$5.2B – $5.3B$4.65$3.83 – $5.766
FY29$8.0B$7.9B – $8.1B$0.00$0.00 – $0.004

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 238.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.045-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

OTEX (OTEX) disclosed an officer or director change (Item 5.02) on 2026-07-17. Also disclosed: Item 8.01. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KOfficer or director changeApr 208-K — Item 5.02: Officer or director change
+ 11 other (5 13Gs · 2 8-Ks · 1 10-K · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Open Text Corporation (OTEX) Q4 2026 Earnings Call Transcriptseekingalpha.com·5d agoOpen Text Q4 Earnings Call Highlightsmarketbeat.com·5d agoOpenText Reports Fourth Quarter and Fiscal Year 2026 Financial Resultsprnewswire.com·6d agoBank of New York Mellon Corp Cuts Stock Holdings in Open Text Corporation $OTEXdefenseworld.net·7d agoAmundi Trims Position in Open Text Corporation $OTEXdefenseworld.net·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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Voices on X · last 7 days

No standout posts about $OTEX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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