Australian IT Stock News

ASX:NXT
ASX:NXTIT

How Investors Are Reacting To NEXTDC (ASX:NXT) A$1.1b Convertible Bond Offer

NEXTDC has issued A$1.1b of 1.75% convertible notes due September 17, 2031, using a fixed coupon structure under Regulation S. The convertible, unsecured nature of the notes gives NEXTDC extra flexibility to fund large data center projects without immediately increasing ordinary share count. We will now look at how NEXTDC's investment narrative could shift in light of this sizeable 2031 convertible bond funding. Scan how other AI data infrastructure plays are funding expansion by reviewing...
ASX:EVN
ASX:EVNMetals and Mining

Evolution Mining (ASX:EVN) Could Be 7% Overvalued As Lithium Progress Lifts Sentiment

Evolution Mining (ASX:EVN) just stepped further into battery materials as its Nevada North Lithium joint venture reported battery grade lithium carbonate at 99.95% purity. This was achieved using conventional processing that supports the ongoing prefeasibility study. For Evolution Mining, that lithium news lands on a share price that has pulled back recently but still reflects a strong run over time. The stock has an A$13.7 latest share price, with a 1 day share price return of 4.42% after a...
ASX:NST
ASX:NSTMetals and Mining

Board Refresh Might Change The Case For Investing In Northern Star Resources Stock (ASX:NST)

Northern Star Resources added former Anglo American and AngloGold Ashanti chief Mark Cutifani and resources investor Peter Rozenauers as independent non executive directors, following pressure from major shareholder Elliott Investment Management. The refreshed board brings deep operational mining and capital allocation experience, at a time when Northern Star is tackling execution risk on the Kalgoorlie Super Pit mill expansion and the Hemi development. We will now look at how Northern Star...
ASX:WAF
ASX:WAFMetals and Mining

West African Resources (ASX:WAF) After Earnings And A Special Dividend Is The Stock Still A Bargain

West African Resources (ASX:WAF) has put investors on alert after pairing a special A$0.20 per share cash dividend with fresh half year earnings that show higher sales, profit and earnings per share. That earnings and special dividend combo has arrived after a strong run, with the share price delivering a 15.11% 90 day share price return and a 16.61% year to date share price return. The 3 year total shareholder return of 360.84% shows how long term holders have been rewarded as momentum has...
ASX:WGX
ASX:WGXMetals and Mining

Westgold Resources (ASX:WGX) Could Be 22% Undervalued On Three Year Production Outlook

Westgold Resources (ASX:WGX) has put three years of production numbers on the table, outlining gold output targets through 2029 that give investors clearer sightlines on the miner’s medium term plans. Recent trading has been choppy for Westgold Resources, with the share price down 3.32% over the past 30 days even after a 3.17% gain in the last session. However, a 10.38% 90 day share price return and a 41.81% one year total shareholder return point to momentum that has built over a longer...
ASX:SRL
ASX:SRLMetals and Mining

Sunrise Energy Metals (ASX:SRL) On A 29x P B Looks Fully Priced After Earnings

Sunrise Energy Metals (ASX:SRL) just posted full year earnings to June 30, 2026, with net loss widening to A$15.17 million compared with A$6.21 million a year earlier. Despite the wider loss, Sunrise Energy Metals has seen strong momentum at the share price level, with a 1-day share price return of 5.97% and a 30-day share price return of 19.51%. This has contributed to a 148.92% year-to-date share price gain and a very large 3-year total shareholder return of more than 20 times, highlighting...
ASX:PDN
ASX:PDNOil and Gas

Worley And 2 Other Australian Uranium Stocks To Watch

Washington’s move to allow tariffs of up to 500% on Russian goods has sharpened focus on energy security and reliable baseload power. That puts Australian nuclear related stocks in the spotlight for investors who want exposure to fuel supply, technology and long term power generation themes tied to this global reset. This article highlights three nuclear energy stocks from our screener that merit closer attention. The three nuclear energy stocks outlined below are only a starting sample, and...
ASX:AGL
ASX:AGLIntegrated Utilities

Did High Court Appeal Bid Just Shift AGL Energy's (ASX:AGL) Investment Narrative?

The Australian Energy Regulator has sought special leave to appeal to the High Court after the Full Federal Court backed AGL Energy in a dispute over Centrepay billing practices affecting Centrelink customers. This legal step revives regulatory and compliance uncertainty around AGL Energy’s customer billing controls, with potential implications for remediation processes, internal costs and future oversight. We will now explore how AGL Energy's investment narrative interacts with renewed...
ASX:RRL
ASX:RRLMetals and Mining

Elite Australian Undervalued Stocks To Own In September 2026

The Bank of Japan just lifted interest rates to a 31 year high, reminding investors that borrowing costs can reset quickly and reprice assets almost overnight. When money becomes more expensive, reliable cash generation and sensible entry prices matter more. This piece looks at Australian stocks where projected cash flows point to higher worth than current quotes, and highlights three candidates from this undervaluation list. The three examples below are only a starting sample from this idea,...
ASX:SFR
ASX:SFRMetals and Mining

Vita Life Sciences And 2 Australian Dividend Stocks To Own

Central banks are lifting interest rates again, and the Federal Reserve has just kicked off a new hiking cycle. Income from cash and term deposits may shift quickly, but reliable dividend cheques can feel far steadier. Australian dividend stocks with long records of paying and growing income can turn market swings into an entry point. This article walks through three high yield veterans from that group. The stocks covered below are just a starter pack in the hunt for reliable income, and the...
ASX:4DX
ASX:4DXHealthcare Services

4DMedical Stock And 2 Australian Growth Stocks To Watch

Central banks are lifting interest rates, and recent moves by the US Federal Reserve have put growth-focused shares back under the microscope. Higher borrowing costs often squeeze weaker businesses first, so investors are paying closer attention to companies with stronger balance sheets. That is where Australian high potential growth stocks in solid financial health can appeal. This article highlights 3 such picks from our screener. The three stocks covered below are simply an initial sample...
ASX:APX
ASX:APXIT

3 AI Safety Stocks Worth Watching As Evaluation Spending Scales

AI safety just moved from backroom research topic to front-page investment story, as Anthropic and Accenture each commit at least $1b to building independent evaluation muscle and invite other specialist testers into the mix. That kind of spending can reshape where money flows in AI. This article breaks down three stocks directly exposed to that news, so you can judge which opportunities deserve a closer look. The three stocks covered next are just a starter pack from this theme, since the...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT) Following Its A$1.1b Convertible Raise Has Valuation Back In Focus

NEXTDC (ASX:NXT) has drawn fresh attention after launching an A$1.1b convertible bond offering, carrying a 1.75% coupon and maturing in 2031, a funding move that reshapes its capital mix. At A$11.36, NEXTDC’s 1 month share price return is down 18.27% and the year to date share price return is down 9.41%, while the 1 year total shareholder return has declined 35.2%. The recent bounce on the convertible bond news comes after a period of fading momentum that may reflect shifting views on both...
ASX:BHP
ASX:BHPMetals and Mining

Will Board Vote Fight Change BHP Stock's Narrative

BHP Group’s Board recently urged investors to vote against shareholder-nominated director candidate Stephen Mayne, after he raised concerns about the company’s use of hybrid AGMs and the effect on shareholder participation. The clash centers on whether BHP Group’s current AGM format gives smaller investors enough access to management, which directly touches on governance quality and how decisions on capital allocation are scrutinized. We will now explore how BHP Group’s investment narrative...
ASX:NST
ASX:NSTMetals and Mining

Is Northern Star Resources (ASX:NST) Undervalued Following Its Board Refresh?

Northern Star Resources (ASX:NST) has refreshed its board, appointing Mark Cutifani CBE and Peter Rozenauers as independent non executive directors from 1 October 2026. The appointments add extensive mining and investment experience to the board. Northern Star Resources shares trade at A$22.21 after a 6.42% 90 day share price return, while the year to date share price is down 9.09%. Over a longer stretch, the 1 year total shareholder return of 9.53% and 5 year total shareholder return of...
ASX:TLX
ASX:TLXBiotechs

PDI Gold And 2 Australian Founder Led Growth Stocks

Central banks are lifting interest rates again, and history shows that higher borrowing costs often hit fast growers hardest. Australian companies where founders and executives hold big stakes can sometimes weather that pressure better, because management feels every share price move in their own net worth. This article looks at three fast growing, high insider ownership stocks from our screener and explains why each might deserve a spot on your watchlist. The three stocks below are just a...
ASX:GYG
ASX:GYGHospitality

Top 3 Australian Founder Led Stocks To Watch In September 2026

Central banks are lifting interest rates and global markets are feeling the wobble. In that kind of climate, many Australian investors are looking for businesses where the founder still has serious skin in the game. When the person who built the company also owns a big chunk of it, incentives can be tightly aligned with long term value. This article highlights three founder led stocks from our screener that fit that bill. The three founder led stocks below are only a sample, and the full...