Stock of the day
WiseTech Global faces investor scrutiny as shares slide 45% year to date. Despite governance concerns, analysts highlight strong earnings potential and discounted valuation.
(AI video summary)
This video was created on 3 December 2025 for IG audiences by ausbiz.
WiseTech Global, the logistics software leader, is hosting its strategy day. While no major announcements have hit the market yet, the event gives investors a chance to reassess the stock after a significant decline.
WiseTech shares have fallen around 45% year to date, reflecting broader weakness in the Australian technology sector. High-growth, high price-to-earnings (P/E) stocks have faced sustained selling pressure as investor appetite for risk has cooled. Despite this, WiseTech’s fundamentals remain strong, making it a compelling case for analysis.
Governance concerns remain, with founder-related issues and environmental, social and governance (ESG) factors prompting some institutional exits.
WiseTech carries risk, but strong fundamentals and a discounted valuation make it appealing for patient investors willing to navigate governance concerns and short-term volatility.
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