Australian IT Stock News

AGL Energy recently upgraded the lower end of its FY26 earnings guidance, reaffirmed its plan to pay fully franked dividends, and outlined progress in shifting its portfolio from legacy thermal generation toward renewables, battery storage, and flexible generation assets. By using retiring coal sites for grid-scale batteries and engaging in regulatory consultations on distribution networks, AGL is seeking to reshape its role across both energy infrastructure and customer-facing...

Urenco USA recently announced plans to expand its New Mexico uranium enrichment facility by nearly 50%, underscoring growing demand for Western nuclear fuel and tightening supply away from Russia. This shift in the fuel cycle strengthens the case for miners like Paladin Energy, whose Langer Heinrich ramp-up aligns with utilities’ push to diversify non-Russian uranium supply. We’ll now examine how Urenco’s enrichment expansion, and the implied support for Western uranium demand, may influence...

ANZ Group Holdings (ASX:ANZ) is back in focus after investors responded to ongoing cost reduction efforts, strong capital management and the faster than expected integration of Suncorp Bank, which is beginning to deliver planned synergies. See our latest analysis for ANZ Group Holdings. Despite the recent pullback, with the 30 day share price return down 8% and the year to date share price return down 6%, momentum comes off a high base. The 1 year total shareholder return of 21% and 3 year...

In recent days, Telstra Group has remained in the spotlight as a key Australian communications provider, with investors focusing on its Connected Future 30 plan, recurring telecom revenues, and established dividend profile. The company’s emphasis on operational efficiency, higher dividends, and an expanded share buyback program, supported by recent earnings growth and profitability improvements, has reinforced Telstra’s appeal for income-focused investors seeking stability from a large-scale...

Why Technology One (ASX:TNE) is back in focus Recent commentary on Technology One (ASX:TNE) has highlighted its recurring revenue base, execution in government and education markets, and international growth potential, with AI discussions centering on how its core software could be refined rather than displaced. See our latest analysis for Technology One. The share price has moved to A$32.33 with a 7 day share price return of 8.34% and a 30 day share price return of 15.71%, while the 1 year...

In late May 2026, Eagers Automotive announced that director David Scott Blackhall stepped down from the board while retaining a substantial direct and indirect shareholding, and the company confirmed no change to its capital structure. At the same time, the group’s exposure to higher labour costs following the Fair Work Commission’s 4.75% wage decision has sharpened investor focus on how its large physical dealership network, strong electric vehicle presence, property-backed balance sheet...

Raine & Horne partnership puts REA Group (ASX:REA) in focus REA Group (ASX:REA) is back in the spotlight after signing an enterprise partnership with Raine & Horne, giving more than 200 residential offices access to REA’s Pro tools and a new commercial proposal platform. See our latest analysis for REA Group. Despite the Raine & Horne agreement putting REA Group back in the headlines, the share price tells a mixed story, with a 7 day share price return of 6.6% but a year to date share price...

Dicker Data has released its FY25 results, posting 14.9% revenue growth and 8.8% net profit after tax growth, both above management guidance, supported by demand for AI infrastructure, software subscriptions, cybersecurity solutions and the Windows 10 refresh cycle. The company has also reshaped its executive leadership and incentive structures to tie management rewards more closely to long-term shareholder outcomes, potentially influencing how future performance is prioritised and...

Commonwealth Bank of Australia (ASX:CBA) has taken a more cautious view on the housing market, revising house price expectations to flat for 2026 and tightening lending rules for property investors in line with recent negative gearing changes. See our latest analysis for Commonwealth Bank of Australia. The more cautious housing outlook and tighter investor lending come after a period where momentum has faded, with the stock posting a 9.6% decline in its 30 day share price return but still...

Why Alkane’s Nagambie move matters for shareholders Alkane Resources (ASX:ALK) has started diamond drilling at the Nagambie Antimony-Gold Project in Victoria, marking its first on-ground exploration there since finalising an earn-in agreement earlier this year. The program targets an existing JORC Inferred Resource at the historic Nagambie Mine and is designed to test how far that resource could extend. For you as an investor, the key interest is how any future resource updates might...

Elsight (ASX:ELS) has drawn fresh attention after a US commercial customer placed a follow on order for its Halo connectivity platform, which is more than four times larger than an earlier pilot deployment. See our latest analysis for Elsight. The Halo follow on order and inclusion on the US Department of Defense Blue UAS Cleared List have coincided with strong momentum, with a 30 day share price return of 9.8% and year to date share price return of 122.81%. Over 1 year, the total shareholder...

Lendlease Group has already agreed to sell its development rights to the Milano Santa Giulia mixed-use project in Milan to an investment group sponsored by Bizzi & Partners for about A$250 million, as part of its international portfolio reshaping. The company expects to recognise an FY26 post-tax operating loss of about A$175 million on the MSG North sale, highlighting the balance sheet and capital allocation trade-offs in its capital recycling program. We’ll now explore how this sale of...

We feel now is a pretty good time to analyse DXN Limited's ( ASX:DXN ) business as it appears the company may be on the...

With the business potentially at an important milestone, we thought we'd take a closer look at ReadCloud Limited's...

Tasmea Limited has announced a fully franked special dividend of A$0.10 per share, returning about A$26.20 million to shareholders, following strong recent financial performance and board confidence in its direction. This payout comes shortly after Tasmea agreed to acquire Maxim Group Australia for up to A$254 million, underscoring a parallel focus on capital returns and expansion into data centres, energy transition and infrastructure markets. We’ll now examine how the special dividend and...

Mineral Resources (ASX:MIN) has approved a major expansion of its Mt Marion lithium mine, including underground development and a new flotation plant. The company is also moving ahead with its Onslow Iron project and has recently reshaped its funding through liquidity improvements and refinancing. These steps reflect a broader reshaping of its lithium, iron ore and energy portfolio that has not been the focus of recent coverage. Mineral Resources (ASX:MIN), trading at A$67.57, has seen its...

Even though MetalsTech Limited ( ASX:MTC ) has fallen by 13% over the past week , insiders who sold AU$2.0m worth of...

Why Codan’s upgraded guidance is back in focus Codan (ASX:CDA) has moved back onto investor radars after reporting substantial first half FY26 revenue and profit growth, and lifting its full year guidance, with Minelab and Communications both identified as key contributors. See our latest analysis for Codan. The upgraded guidance sits alongside a strong run in the stock itself, with a 30 day share price return of 9.11% and a year to date gain of 50.59%. The one year total shareholder return...

Insiders who bought AU$2.08m worth of Paragon Care Limited ( ASX:PGC ) stock in the last year recovered part of their...

Boab Metals Limited ( ASX:BML ) is possibly approaching a major achievement in its business, so we would like to shine...

We wouldn't blame Sky Metals Limited ( ASX:SKY ) shareholders if they were a little worried about the fact that Rimas...

Wesfarmers has reorganised its portfolio, moving its Industrial and Safety businesses Blackwoods and Workwear Group into Bunnings Group from 1 July 2026, while long‑serving Industrial and Safety Managing Director Tim Bult will retire once the transition is complete. The integration is intended to align highly complementary customer bases, simplify reporting and operations, and potentially unlock cost efficiencies at a time when wage and cost pressures are front of mind for large...

NEXTDC has been expanding its Australian data centre footprint, adding new facilities and increasing capacity to support enterprises, government agencies and cloud providers amid rising demand for digital infrastructure. This build-out deepens NEXTDC’s role at the core of Australia’s cloud, artificial intelligence and connectivity ecosystems, reinforcing its position as a key digital infrastructure provider. We’ll now explore how NEXTDC’s ongoing data centre expansion shapes its investment...

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...