Macquarie tips 14% upside for this ASX tech stock

This stock could see even further upside from here.

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ASX tech stocks are some of the most exciting companies on our share market to invest in. Many, though not all, have delivered substantial gains in recent years. That's certainly the case for Data#3 Ltd (ASX: DTL) shares.

Data#3 shares have rocketed more than 42% in 2025 alone. Any investor who was lucky enough to pick up shares of this ASX tech stock back in mid-2022 would have doubled their money as of today's pricing.

Looking at Data#3's most recent earnings results, which were released this week, it's not hard to see why investors are optimistic about this company.

Data#3 reported record sales of $3 billion for the 2025 financial year, up 9% on what was reported in FY2024. Net profits before tax rose by an even more impressive 11.4% to $69.1 million.

The ASX tech stock also revealed a final dividend of 15 cents per share, fully franked. That's a significant 16.3% hike over last year's final dividend of 12.9 cents per share.

Investors seem to love what Data#3 had to say, judging by the fact that the ASX tech stock is up 12.7% over just this week so far.

But let's see what an ASX expert thinks.

Expert gives this ASX tech stock a buy rating

Analysts at investment bank Macquarie have just had a look at Data#3's earnings. And they liked what they saw.

Macquarie has maintained an outperform buy rating on Data#3. Thanks to the latest earnings, analysts also upped their 12-month share price target by 2% to $9.15 a share. At the time this target was given, the stock was at $8.27 a share, implying a 14% upside. However, this week's gains have almost erased that gap, which is now under 2%.

Macquarie pointed to several tailwinds for its optimism for Data#3 shares.

The analysts noted strong computer infrastructure sales, thanks to the transition from Windows 10 to Windows 11 that is currently occurring. Analysts are predicting that this tailwind, together with ongoing benefits from Data#3's ongoing automations, will continue for the foreseeable future. That, at least in Macquarie's view, outweighs the disappointing performance of Data#3's software division over FY2025.

Here's Macquarie's final thesis for this ASX tech stock:

We maintain Outperform with a DCF/P.E. -based target price of $9.15, implying a TSR of +14%. DTL's net cash balance sheet, low working capital, and capex intensity are attractive. We think Services growth will continue to build a (margin and relationship) moat for the business.

No doubt Data#3 investors will find this pleasant reading. But let's see how this ASX tech stock performs from here.

Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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