4 reasons to buy this ASX 300 tech share today

A leading investment expert forecasts more outperformance from this ASX tech share.

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Key points

  • Tyro Payments shares are up 0.7% today, continuing a strong 2025 performance with a 21.2% rise, far exceeding the 4.9% gain of the ASX 300 index.
  • Family Financial Solutions’ Jabin Hallihan has a buy recommendation, citing Tyro's reaffirmed FY26 profit guidance, new banking platform launch, and its trading price being 28% below their fair value estimate.
  • At its AGM, Tyro highlighted its strategic initiatives and reaffirmed FY26 guidance, with plans to expand in payments, acquisitions, and banking to support growth.

S&P/ASX 300 Index (ASX: XKO) tech share Tyro Payments Ltd (ASX: TYR) is marching higher today.

Shares in the payments company closed yesterday trading for $1.005. In late morning trade on Wednesday, shares are changing hands for 1.012 apiece, up 0.7%.

For some context, the ASX 300 is just about flat at this same time.

Today's outperformance is par for the course this year, with the Tyro share price up 21.2% in 2025, racing ahead of the 4.9% year-to-date gains posted by the benchmark index.

And looking ahead, Family Financial Solutions' Jabin Hallihan expects more outperformance from the ASX 300 tech share (courtesy of The Bull).

Here's why.

Should you buy Tyro Payments shares today?

"Tyro provides electronic payment solutions and banking services to Australian businesses," Hallihan said.

Citing the first reason he has a buy recommendation on the ASX 300 tech share, he said, "The company reaffirmed fiscal 2026 guidance for normalised gross profit of between $230 million and $240 million and an EBITDA margin of between 28.5% and 30%."

As for the second reason, Hallihan noted, "Tyro is launching a new banking platform to boost merchant adoption."

And the company has strong growth potential.

"Tyro's modern technology and strong performance support growth," Hallihan said.

And the fourth reason is that Tyro shares are trading more than 28% below Family Financial's fair value estimate.

"Shares remain below our fair value estimate of $1.30, so we recommend accumulating the stock. The shares were trading at $1.037 on December 4," Hallihan concluded.

What's the latest from the ASX 300 tech share?

Tyro Payments shares closed up 2% on 26 November, the day the company held its annual general meeting (AGM).

"We have made good progress against our strategic initiatives and in making Tyro a more profitable business," Tyro CEO Jon Davey said on the day.

Davey added:

In FY25, we increased our gross profit to $220.1 million, representing growth of 4.4% and we improved our EBITDA margin to 28.0%.

Today we are reaffirming our FY26 guidance, which is to generate between $230 million and $240 million of gross profit and an EBITDA margin of between 28.5% and 30%.

Looking to the growth opportunities for the ASX 300 tech share, Tyro chair Fiona Pak-Poy said, "We are exploring opportunities across three categories."

She continued:

The first is building greater payments scale, as the transaction with SmartPay offered.

The second is acquiring payments capabilities or software in support of our omnichannel offering, much like Medipass has done for Tyro Health.

The third category is banking, and we will explore opportunities to grow our banking book where there is strong payments overlap.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Tyro Payments. The Motley Fool Australia has no position in any of the stocks mentioned. 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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