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Stockchase Opinions

Jamie Murray Tyler TechnologiesTYLPAST TOP PICKOct 25, 2021

(A Top Pick Sep 04/20, Up 60%) They sell to local governments. Software for courts, transportation and so on. It does not grow as quickly as other software businesses because of longer sales cycles. He sold it last year but it is at an all time high right now. It was based on valuation.
$534.03

Stock price when the opinion was issued

$298.84

As of Jun 12, 2026. Market Open.

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DON'T BUY

Everyone is taking shots at them, and they still trade at a 40x PE.

BUY ON WEAKNESS

Is up 7,196% over 20 years. They dominate public sector software, a durable business. They reported a beat and raise quarter last week, but because bookings were a little soft, shares pulled back. An opportunity now.

BUY

A steady eddy. Their government business is a good one. A well-run government.

TOP PICK
A government and municipal software provider. They provide software for government to manage information and share it without having to store it in a mainframe. The sector has seen a pullback but government is the best customer and the company's recurrent revenue is very high. (Analysts’ price target is $359.09)