Australian IT Stock News

Emerald Resources (ASX:EMR) released updated guidance for the Okvau Gold Mine, reporting that September quarter production fell short due to heavy rainfall. The company reaffirmed its full-year 2026 production outlook and flagged upcoming expansion updates. See our latest analysis for Emerald Resources. Emerald’s recent production hiccup may have sparked some short-term volatility, but the bigger picture shows momentum is building. Its 30-day share price return of 24.26% and 53.05%...

Aurelia Metals Limited recently announced significant board changes, including the retirement of Chair Peter Botten and the appointment of Rachel Brown as a Non-Executive Director, alongside the cessation of 1,318,029 performance rights due to unmet conditions. These updates highlight both governance renewal at the leadership level and shifting performance expectations, signaling an inflection point for company strategy and capital management. We’ll explore how changes in board composition,...

Fortescue (ASX:FMG) is gaining attention as rising spot prices for iron ore and copper, supported by China’s steadier economic outlook, are driving expectations of improved earnings even after a period of revenue weakness. See our latest analysis for Fortescue. Momentum around Fortescue has picked up lately, as investors respond to firmer iron ore and copper prices. This follows from China’s steadier economic signals and clearer headlines regarding the shipping division’s recent power issues...

Earlier this month, American Rare Earths announced it had received the final US$1 million payment plus accrued interest from Cobalt Blue Holdings Limited under the terms of a Promissory Note, with proceeds directed towards advancing its Halleck Creek Project in Wyoming. This update comes as China expands its export controls on rare earth elements, drawing attention to North American rare earth assets amid supply chain concerns. We’ll now examine how China’s export tightening could shape...

Recent analysis of Pro Medicus (ASX:PME) is catching the eye of investors, thanks to its much higher-than-average return on equity and consistent net income gains. The company’s disciplined approach to capital allocation has become a talking point, particularly as discussions about moderating future earnings growth continue. See our latest analysis for Pro Medicus. Momentum around Pro Medicus is holding strong, as the 21.1% year-to-date share price gain becomes even more impressive when you...

Arafura Rare Earths (ASX:ARU) has just wrapped up a follow-on equity offering, raising nearly AUD 9.8 million by selling over 51 million ordinary shares at AUD 0.19 each. This move could shape near-term investor sentiment, particularly as capital is being prepared for future development needs. See our latest analysis for Arafura Rare Earths. It’s hard to ignore the surge in Arafura Rare Earths’ share price after the latest capital raise, with a 71% share price return over the past month alone...

BHP Group (ASX:BHP) is at the center of intensifying negotiations with China Mineral Resources Group, which have reached a standoff. Beijing’s move to block new purchases from BHP could reshape the iron ore market in the coming months. See our latest analysis for BHP Group. BHP’s standoff with China comes after a strong run for its shares, with a 7.3% gain over the past three months and a 5.7% rise year-to-date. Despite ongoing negotiations and a recent update to its dividend plan, the stock...

In the past three months, Mirvac Group experienced a significant uptick in investor interest despite reporting a low return on equity of 0.8% and a prolonged decline in net income over the past five years. This shift in sentiment is primarily attributed to analyst forecasts predicting a rebound in earnings and a rise in return on equity to 6.1% in the coming years. We’ll explore how analyst optimism for improving profitability may influence Mirvac Group’s broader investment narrative going...

Minerals 260 (ASX:MI6) has released strong drilling results at its Bullabulling Gold Project, hinting at a potential resource upgrade. These findings have sparked renewed investor interest and have driven the company’s share price higher over the past month. See our latest analysis for Minerals 260. This surge in investor confidence has translated into remarkable share price momentum for Minerals 260, with a 178% share price return so far this year and a 128% total shareholder return over the...

Earlier this week, Elders Ltd announced a disappointing trading update and received ACCC approval for its acquisition of Delta Agribusiness, with the caveat that six Western Australian branches must be divested. The update highlighted how dry conditions and increased competitive pricing have suppressed sales and margins at Delta, though Elders maintains that improved weather is expected to lift performance in the latter half of the year. We’ll now examine how the requirement to divest...

QBE Insurance Group recently reported that ransomware attacks are expected to escalate substantially, with the number of victims named on leak sites projected to rise by 40% by the end of 2026, urging businesses to strengthen cyber protections, especially around cloud platforms and third-party suppliers. A key insight from the report is that government and administrative systems are now the most targeted globally, underscoring elevated risks associated with advances in AI and cloud...

PainChek has received De Novo clearance from the US FDA for its Adult App, authorizing it as the first regulated medical device for pain assessment in individuals who cannot reliably self-report, including those with dementia, thus unlocking access to the US aged care market. The clearance not only enables immediate US commercial rollout but also paves the way for expanded opportunities in international markets that recognize FDA data standards, such as Japan and Germany. We'll now explore...

In late September 2025, NOVONIX Limited announced the delivery of its first mass production, commercial-grade synthetic graphite sample for industrial applications to a leading North American carbon processor for final qualification. This milestone showcases NOVONIX’s ability to enter the industrial-grade synthetic graphite market quickly, offering a shorter qualification timeline than for battery-grade products. We’ll explore how NOVONIX’s rapid move into industrial-grade synthetic graphite...

MFF Capital Investments (ASX:MFF) just shared its latest Net Tangible Asset figures and confirmed an upcoming dividend payment. This regular update provides a snapshot of the company’s financial position and outlines how it manages shareholder returns. See our latest analysis for MFF Capital Investments. MFF Capital Investments’ recent updates have caught investor attention, but momentum has cooled a little after a solid 90-day share price return of 7.01%. While short-term price moves have...

Earlier this month, Trilogy Metals, South32, and Ambler Metals announced a binding letter of intent with the U.S. Department of War to advance exploration and development at the Upper Kobuk Mineral Projects in Alaska, which includes the U.S. government acquiring a 10% stake in Trilogy Metals for US$17.8 million. This partnership is aligned with broader U.S. initiatives to secure supply chains for critical minerals, enhancing South32’s involvement in projects considered important to national...

Dalrymple Bay Infrastructure (ASX:DBI) is navigating a governance transition after announcing CEO Michael Riches will now serve as Managing Director as well, following the resignation of two non-executive directors linked to Brookfield Infrastructure Group. See our latest analysis for Dalrymple Bay Infrastructure. Recent boardroom changes at Dalrymple Bay Infrastructure arrive during a period of noticeable momentum for shareholders, with a 24% year-to-date share price return and an impressive...

Transurban Group announced on October 8, 2025, that it recorded growth in average daily traffic across its portfolio for the September quarter. This operational update serves as a positive indicator for long-term performance, reflecting increased mobility and sustained demand for toll road infrastructure. To understand how reported traffic growth in the September quarter shapes the investment outlook, we now examine its impact on Transurban’s narrative. Find companies with promising cash...

Recent analysis highlights Reece Limited is trading below its intrinsic value, with profit projected to grow by 23% in coming years. This combination of perceived undervaluation and strong profit outlook has drawn heightened investor interest in the company. We'll explore how signs of undervaluation and a robust profit growth forecast could influence Reece's investment narrative going forward. Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that...

Web Travel Group (ASX:WEB) has moved forward with an employee incentive scheme by issuing over 2.7 million performance rights as part of its ongoing strategy to retain talent and support growth following its recent demerger. See our latest analysis for Web Travel Group. Web Travel Group’s recent momentum is catching notice, with a 9.6% boost in 7-day share price return and a resilient 1-month gain. At the same time, the 1-year total shareholder return is still down sharply at -36.6%. The...

DroneShield (ASX:DRO) has just announced a major AI-powered software update, delivering better drone detection, faster responses, and expanded NATO network compatibility through SAPIENT protocol support. This move could broaden the company’s reach across military, law enforcement, and critical infrastructure sectors. See our latest analysis for DroneShield. DroneShield’s shares have been on a tear lately, notching an extraordinary 98% share price return over the past month and sitting at...

In recent news, Suncorp Group Limited continued its on-market buy-back of ordinary shares, repurchasing a total of 1,227,040 fully paid securities as of October 10, 2025. This move highlights Suncorp’s focus on optimizing its capital structure and returning capital to shareholders, signaling management’s confidence in its financial position and capital flexibility. We’ll now explore how Suncorp’s proactive share buy-back program may influence the company’s overall investment outlook and...

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