The YouTuber recommends Tyler Technologies (TYL), noting its recent 52-week low and depressed sentiment. He highlights its market dominance in public sector tech services and strong recurring revenue from sticky government customers. Despite slower revenue growth, the company shows strong earnings growth and has doubled free cash flow. An average analyst price target of $611 suggests 45% upside.
“What I really like about Tyler here is the strength and its recurring revenue from that installed base and really sticky customers.”