Xero Bull Looking for U.S. Growth, AI Monetization -- Market Talk

Dow Jones

May 13

0022 GMT - Xero's bull at Macquarie is looking for two things in particular at the accounting-software provider's annual result. U.S. subscriber growth is a key issue, with a note from one of the investment bank's analysts pointing out that Xero's U.S. offering is 80% cheaper than the equivalent from rival Intuit. The analyst says that industry feedback suggests Xero is gaining traction among accountant and bookkeeper partners. Then there is AI monetization. The Macquarie analysts wants some information on how much value Xero's AI capabilities are generating for subscribers. "Agentic products can and will drive value capture," the analyst writes. Macquarie trims its target price 4.4% to A$223.60 and keeps an outperform rating on the stock, which is up 0.3% at A$80.39. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 12, 2026 20:22 ET (00:22 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers HK | Online Trading in stocks, bonds & ETFS","description":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","keywords":"tiger trading,tiger security,tiger broker hk,tigers co ltd,tiger trade hk,tiger brokers hk,stock broker,securities broker,online brokerage,hong kong broker,hk broker,online stock trading,online trading platform,stock trading platforms,trading application,stock trading,stock trading hong kong,buying stocks in hong kong,tiger brokers","social":{"ogDescription":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.gotigerhk.com/news/2635224824"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2635224824\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2635224824?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-13 08:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2635224824","market":"nz","top_or_hot":-1,"title":"Xero Bull Looking for U.S. Growth, AI Monetization -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0022 GMT - Xero's bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> is looking for two things in particular at the accounting-software provider's annual result. U.S. subscriber growth is a key issue, with a note from one of the investment bank's analysts pointing out that Xero's U.S. offering is 80% cheaper than the equivalent from rival Intuit. The analyst says that industry feedback suggests Xero is gaining traction among accountant and bookkeeper partners. Then there is AI monetization. The Macquarie analysts wants some information on how much value Xero's AI capabilities are generating for subscribers. \"Agentic products can and will drive value capture,\" the analyst writes. Macquarie trims its target price 4.4% to A$223.60 and keeps an outperform rating on the stock, which is up 0.3% at A$80.39. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 12, 2026 20:22 ET (00:22 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xero Bull Looking for U.S. Growth, AI Monetization -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXero Bull Looking for U.S. Growth, AI Monetization -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-13 08:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0022 GMT - Xero's bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> is looking for two things in particular at the accounting-software provider's annual result. U.S. subscriber growth is a key issue, with a note from one of the investment bank's analysts pointing out that Xero's U.S. offering is 80% cheaper than the equivalent from rival Intuit. The analyst says that industry feedback suggests Xero is gaining traction among accountant and bookkeeper partners. Then there is AI monetization. The Macquarie analysts wants some information on how much value Xero's AI capabilities are generating for subscribers. \"Agentic products can and will drive value capture,\" the analyst writes. Macquarie trims its target price 4.4% to A$223.60 and keeps an outperform rating on the stock, which is up 0.3% at A$80.39. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 12, 2026 20:22 ET (00:22 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AGIX","symbol_name":"通用人工智能 ETF-AGIX","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2635224824","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635224824","pubTimestamp":1778631720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0022 GMT - Xero's bull at Macquarie is looking for two things in particular at the accounting-software provider's annual result. U.S. subscriber growth is a key issue, with a note from one of the investment bank's analysts pointing out that Xero's U.S. offering is 80% cheaper than the equivalent from rival Intuit. The analyst says that industry feedback suggests Xero is gaining traction among accountant and bookkeeper partners. Then there is AI monetization. The Macquarie analysts wants some information on how much value Xero's AI capabilities are generating for subscribers. \"Agentic products can and will drive value capture,\" the analyst writes. Macquarie trims its target price 4.4% to A$223.60 and keeps an outperform rating on the stock, which is up 0.3% at A$80.39. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AGIX":"通用人工智能 ETF-AGIX","AIPO":"Defiance AI and Power Infrastructure ETF","XRO.AU":"XERO LTD","BK7016":"应用软件","BK7503":"科技股","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","ARTY":"ISHARES FUTURE AI & TECH ETF"},"translate_title":"Xero Bull寻求美国增长和人工智能货币化——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAT":1.5,"ARTY":1.5,"AGIX":1.5,"XRO.AU":0.9,"AIPO":1.5},"content_text":"0022 GMT - Xero's bull at Macquarie is looking for two things in particular at the accounting-software provider's annual result. U.S. subscriber growth is a key issue, with a note from one of the investment bank's analysts pointing out that Xero's U.S. offering is 80% cheaper than the equivalent from rival Intuit. The analyst says that industry feedback suggests Xero is gaining traction among accountant and bookkeeper partners. Then there is AI monetization. The Macquarie analysts wants some information on how much value Xero's AI capabilities are generating for subscribers. \"Agentic products can and will drive value capture,\" the analyst writes. Macquarie trims its target price 4.4% to A$223.60 and keeps an outperform rating on the stock, which is up 0.3% at A$80.39. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 12, 2026 20:22 ET (00:22 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}