What OpenText (OTEX)’s AI-Integrated Cybersecurity Launch Means for Shareholders

• In late October 2025, OpenText announced new AI-integrated cybersecurity capabilities aimed at helping enterprises unify their identity, data, application, and forensic defenses, with features such as behavioral analytics, advanced permission settings, auto-remediation during application testing, and enhanced compliance controls now available in OpenText Cloud Editions 25.4.
• The move allows OpenText to further differentiate itself by directly integrating AI into everyday security workflows, meeting the growing need for adaptive and compliant enterprise cybersecurity solutions.
• We’ll examine how OpenText’s AI-driven cybersecurity enhancements may impact its investment narrative, particularly as compliance requirements increase.

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Open Text Investing Narrative Summary

Investors in OpenText generally adhere to a vision where robust cloud and AI-based offerings offset declining existing businesses, and where strategic innovation in cybersecurity and compliance is seen as a key growth lever. The recent launch of AI-integrated cybersecurity features could bolster confidence in the company’s ability to address one of its biggest near-term challenges: achieving a rebound in cloud revenue for its cybersecurity division, although the material impact remains to be confirmed in the coming quarters.

Of particular relevance among recent developments is OpenText’s integration of Core Threat Detection and Response with Microsoft Defender and Entra ID, further enhancing AI-based threat detection and increasing the appeal of its security portfolio just as businesses face increasing regulatory and compliance demands.

On the other hand, investors should be aware that there are ongoing risks related to OpenText’s reliance on accelerating cloud adoption to offset declining existing revenue…

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Open Text’s outlook calls for $5.4 billion in revenue and $862.6 million in profit by 2028. This scenario assumes annual revenue growth of 1.4% and a $426.7 million increase in profit from the current $435.9 million.

See how Open Text’s forecast gives a fair value of $39.39, a 3% upside from its current price.

Explore other perspectives

OpenText community fair value estimates vary widely between US$21.43 and US$66.22 across six Simply Wall St Community scans. As growing compliance needs drive cloud and AI adoption, your outlook could change as you consider these different viewpoints.

Check out 6 more fair value estimates on Open Text – why the stock could be worth 44% less than the current price!

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This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to constitute financial advice. It does not constitute a recommendation to buy or sell shares and does not take into account your objectives or your financial situation. Our goal is to provide you with targeted, long-term analysis based on fundamental data. Note that our analysis may not take into account the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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