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How Wolters Kluwer’s AI Tax And Clinical Tools Push (ENXTAM:WKL) Has Changed Its Investment Story

Simply Wall St·12/10/2025 16:17:39
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  • Earlier this week, Wolters Kluwer Tax & Accounting Germany launched SteuerSparErklärung Online, a browser-based tax filing platform that uses the AI assistant “Alma” to answer natural-language tax questions, while Wolters Kluwer Health’s Ovid Synthesis was adopted by the American Board of Medical Specialties Portfolio Program as an official quality improvement workflow tool.
  • Together, these moves highlight Wolters Kluwer’s push to embed AI and cloud delivery into everyday professional workflows across both tax preparation and clinical quality improvement.
  • We’ll now examine how this push into AI-enabled cloud tax filing shapes Wolters Kluwer’s broader investment narrative and long-term growth drivers.

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Wolters Kluwer Investment Narrative Recap

To own Wolters Kluwer, you need to believe in its ability to keep shifting from print and on‑premise licenses toward AI‑enabled, cloud subscription tools that deepen customer stickiness. The new AI tax and clinical workflow launches support that shift, but they do not meaningfully change the near term drag from declining print and nonrecurring revenues, or the execution risk around cloud migration and customer adoption.

The Ovid Synthesis collaboration with the American Board of Medical Specialties looks especially relevant, as it embeds Wolters Kluwer’s cloud software directly into clinicians’ quality improvement workflows and certification processes. This sort of integration can reinforce recurring revenue and help offset pressure from print declines and transactional revenue stagnation, but it also raises the stakes if healthcare customers become more sensitive to competing AI tools or pricing.

Yet while AI and cloud deepen Wolters Kluwer’s moat, investors should also keep in mind the growing risk that...

Read the full narrative on Wolters Kluwer (it's free!)

Wolters Kluwer's narrative projects €7.1 billion revenue and €1.4 billion earnings by 2028. This requires 5.2% yearly revenue growth and an earnings increase of about €0.3 billion from €1.1 billion today.

Uncover how Wolters Kluwer's forecasts yield a €138.92 fair value, a 57% upside to its current price.

Exploring Other Perspectives

ENXTAM:WKL 1-Year Stock Price Chart
ENXTAM:WKL 1-Year Stock Price Chart

Seven members of the Simply Wall St Community see Wolters Kluwer’s fair value between €131.09 and €193.25, underlining how far opinions can spread. Against that backdrop, the ongoing shift from on‑premise licenses to SaaS and cloud, and the adoption risks that come with it, could be a key factor shaping how the company’s performance aligns with any of these views over time.

Explore 7 other fair value estimates on Wolters Kluwer - why the stock might be worth over 2x more than the current price!

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