TYL Tyler Technologies, Inc.

$TYL Q3 revenue rose 8.7% to 647.6 million dollars, a touch light vs the 651.1 million Zacks consensus, while non-GAAP EPS of 3.52 dollars beat the 3.45 estimate. The mix is doing the work. SaaS revenue grew 21.2% to 242.2 million dollars and recurring revenue rose 11% to 568.8 million, while professional services slipped 2.7%. Free cash flow was a record 277 million dollars. Full year EPS guidance held at 12.95 to 13.20 dollars, though Tyler trimmed the top of the revenue range to 2.565 billion from 2.575 billion.

$TYL Can Tyler keep EPS growing once its $260.0M buyback plan ends on October 29, 2026? 🏢 Tyler Technologies, the S&P 500 software maker for local, state and federal governments, reported Q3 2026 non-GAAP EPS of $3.52, up from $2.97 a year earlier, on revenue up 8.7% to $647.6M ⚠️ Non-GAAP net income rose only 10.0%, to $143.4M from $130.4M, so the rest of the EPS gain came from diluted shares falling to 40.7M from 43.8M 💰 Tyler spent $1.124B on its own shares in the first nine months, about 7.6% of its $14.79B market value at $361.05 at 16:00 ET on October 28, 2026 🏆 On the other side, GAAP operating income rose 19.5% to $117.0M, SaaS revenue grew 21.2%, and record free cash flow of $277.0M covered about three-quarters of the Q3 buyback 📅 Next: Tyler's $260.0M repurchase plan runs out on October 29, 2026, the morning management takes analyst questions, with about $1.37B of buyback authorization still left Source: SEC 8-K + earnings release, Oct 28, 2026

$TYL reported earnings after the close: EPS of $3.52 vs. $3.48 estimated, a beat of 1.1%. I used Stock Meadow to review the results. What do you think?

$TYL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $3.52 up 18.52% YoY • Reported revenue of $647.57M up 8.67% YoY • Tyler Technologies anticipates 2026 capital spending between $20M and $22M, including approximately $5M for capitalized software development; funding is expected from existing cash balances and cash flows from operations.

$TYL reports earnings today after the close. I’m bullish heading into the report: TYL has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow. What are you watching for?

$TYL reports earnings tomorrow after the close. I’m bullish heading into the report: TYL has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $3.48. What are you watching for?

$TYL Wells Fargo upgraded Tyler Technologies to Overweight from Equal Weight this morning and lifted the target to 400 from 335 (TheFly). Wells' point is 2025 bookings got hit by public-sector uncertainty, which drags 2026 revenue growth, but the headwinds look transitory with a reversion setup in 2027. Also, the stock trades like AI breaks the business, and Wells says it is actually AI-resilient. Down about 25% this year, up around 2.5% premarket (Seeking Alpha).