View ValuationAussie Broadband 향후 성장Future 기준 점검 4/6Aussie Broadband (는) 각각 연간 31.4% 및 14.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.2% 로 예상됩니다.핵심 정보31.4%이익 성장률28.24%EPS 성장률Telecom 이익 성장9.8%매출 성장률14.3%향후 자기자본이익률15.24%애널리스트 커버리지Good마지막 업데이트22 Apr 2026최근 향후 성장 업데이트Major Estimate Revision • Aug 31Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from AU$0.151 to AU$0.171. Revenue forecast steady at AU$1.30b. Net income forecast to grow 50% next year vs 50% growth forecast for Telecom industry in Australia. Consensus price target up from AU$4.54 to AU$5.79. Share price rose 16% to AU$5.17 over the past week.Major Estimate Revision • Mar 02Consensus EPS estimates fall by 19%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$1.17b to AU$1.18b. EPS estimate fell from AU$0.125 to AU$0.101 per share. Net income forecast to grow 32% next year vs 15% growth forecast for Telecom industry in Australia. Consensus price target up from AU$4.03 to AU$4.39. Share price rose 3.4% to AU$3.96 over the past week.Price Target Changed • Feb 26Price target increased by 8.9% to AU$4.39Up from AU$4.03, the current price target is an average from 11 analysts. New target price is 13% above last closing price of AU$3.87. Stock is down 14% over the past year. The company is forecast to post earnings per share of AU$0.11 for next year compared to AU$0.097 last year.Major Estimate Revision • Oct 30Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from AU$0.134 to AU$0.118 per share. Revenue forecast steady at AU$1.16b. Net income forecast to grow 40% next year vs 36% growth forecast for Telecom industry in Australia. Consensus price target broadly unchanged at AU$3.89. Share price was steady at AU$3.76 over the past week.Major Estimate Revision • Jul 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from AU$0.148 to AU$0.129 per share. Revenue forecast steady at AU$1.01b. Net income forecast to grow 61% next year vs 79% growth forecast for Telecom industry in Australia. Consensus price target of AU$3.93 unchanged from last update. Share price fell 12% to AU$3.07 over the past week.Price Target Changed • Mar 15Price target decreased by 9.0% to AU$4.37Down from AU$4.81, the current price target is an average from 7 analysts. New target price is 23% above last closing price of AU$3.55. Stock is up 11% over the past year. The company is forecast to post earnings per share of AU$0.15 for next year compared to AU$0.091 last year.모든 업데이트 보기Recent updates공지 • Apr 01Aussie Broadband Limited (ASX:ABB) completed the acquisition of Nexgen Australia Group Pty Ltd from Infotrust Ltd (ASX:ITS).Aussie Broadband Limited (ASX:ABB) entered into a binding share sale and purchase agreement to acquire Nexgen Australia Group Pty Ltd from Infotrust Ltd (ASX:ITS) for AUD 50 million on February 23, 2026. The transaction includes upfront cash consideration of AUD 44.1 million and up to AUD 5.9 million of contingent consideration payable based on achieving either of Nexgen’s FY26 or FY27 on target EBITDA performance. The acquisition will be funded by cash on hand and existing currently undrawn debt facilities. Completion is subject to satisfaction of customary conditions precedent. The proceeds will be deployed in accordance with Infotrust’s capital allocation framework, lowering net debt and funding its pipeline of earnings-accretive growth opportunities aligned to its cyber first strategy. Nexgen has been an important contributor to Infotrust’s revenue and earnings as the Cloud & Communications segment, which reported FY25 revenue of AUD 44.1 million and EBITDA of AUD 7.7 million. Latimer Partners Pty Ltd acted as a financial advisor to Aussie Broadband Limited. Aussie Broadband Limited (ASX:ABB) completed the acquisition of Nexgen Australia Group Pty Ltd from Infotrust Ltd (ASX:ITS) on March 31, 2026.Recent Insider Transactions • Feb 27Co-founder & Non-Executive Director recently sold AU$2.5m worth of stockOn the 25th of February, Phillip Britt sold around 500k shares on-market at roughly AU$5.00 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$16m.Declared Dividend • Feb 25First half dividend of AU$0.024 announcedShareholders will receive a dividend of AU$0.024. Ex-date: 6th March 2026 Payment date: 23rd March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 54%. Cash payout ratio: 55%.Board Change • Feb 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Non-Executive & Independent Director Sarah Adam-Gedge was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공지 • Feb 24+ 1 more updateAussie Broadband Limited Announces Ordinary Fully Franked Dividend for the Six Months for the Period Ending December 31, 2025, Payable on March 23, 2026Aussie Broadband Limited announced ordinary full franked dividend of AUD 0.02400000 per security for the six months for the period ending December 31, 2025. Ex Date: March 6, 2026. Record Date: March 9, 2026. Payment Date: March 23, 2026.Reported Earnings • Feb 24First half 2026 earnings released: EPS: AU$0.017 (vs AU$0.041 in 1H 2025)First half 2026 results: EPS: AU$0.017 (down from AU$0.041 in 1H 2025). Revenue: AU$637.8m (up 8.4% from 1H 2025). Net income: AU$5.07m (down 58% from 1H 2025). Profit margin: 0.8% (down from 2.1% in 1H 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공지 • Feb 23+ 1 more update11:11 Systems, Inc. agreed to acquire Digital Sense Hosting Pty. Ltd. from Aussie Broadband Limited (ASX:ABB) for AUD 18 million.11:11 Systems, Inc. agreed to acquire Digital Sense Hosting Pty. Ltd. from Aussie Broadband Limited (ASX:ABB) for AUD 18 million in half year ended December 31, 2025. Total consideration consist of AUD 18 million which includes AUD 14 million upfront and a deferred payment of AUD 4 million subject to the business meeting certain milestones. The divestment has resulted in impairment of goodwill of AUD 14.8 million which was recorded in profit or loss for the half-year ended 31 December 2025. As of December 31, 2025, Digital Sense Hosting Pty. Ltd. reported a total assets of AUD 22.1 million The sale is expected to be completed by March 2026.New Risk • Feb 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.공지 • Feb 11Aussie Broadband Limited (ASX:ABB) signed an Asset Sale Agreement to acquire Telecommunications Business and Customer Assets of AGL Energy Limited (ASX:AGL) for approximately AUD 110 million.Aussie Broadband Limited (ASX:ABB) signed an Asset Sale Agreement to acquire Telecommunications Business and Customer Assets of AGL Energy Limited (ASX:AGL) for approximately AUD 110 million on February 11, 2026. The consideration consists of 22 million common equity of Aussie Broadband Limited to be issued for Telecommunications Business and Customer Assets of AGL Energy Limited. Aussie Broadband Limited will pay an earnout payment of AUD 10 million common equity in AUD 2 million tranches, subject to meeting specified net growth hurdles. As part of consideration, AUD 109.66 million is paid towards Telecommunications Business and Customer Assets of AGL Energy Limited. The expected completion of the transaction is June 2026. The transaction is expected to be EPS accretive.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$5.20, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 46x in the Telecom industry in Oceania. Total returns to shareholders of 77% over the past three years.공지 • Jan 29Aussie Broadband Limited to Report First Half, 2026 Results on Feb 23, 2026Aussie Broadband Limited announced that they will report first half, 2026 results on Feb 23, 2026분석 기사 • Nov 27Is Aussie Broadband Limited (ASX:ABB) Trading At A 49% Discount?Key Insights The projected fair value for Aussie Broadband is AU$10.58 based on 2 Stage Free Cash Flow to Equity Aussie...분석 기사 • Nov 08Here's Why We Think Aussie Broadband (ASX:ABB) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Sep 23Revenues Tell The Story For Aussie Broadband Limited (ASX:ABB) As Its Stock Soars 27%Aussie Broadband Limited ( ASX:ABB ) shares have continued their recent momentum with a 27% gain in the last month...Recent Insider Transactions • Sep 03Co-founder & Non-Executive Director recently sold AU$11m worth of stockOn the 26th of August, Phillip Britt sold around 2m shares on-market at roughly AU$5.25 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$15m.Major Estimate Revision • Aug 31Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from AU$0.151 to AU$0.171. Revenue forecast steady at AU$1.30b. Net income forecast to grow 50% next year vs 50% growth forecast for Telecom industry in Australia. Consensus price target up from AU$4.54 to AU$5.79. Share price rose 16% to AU$5.17 over the past week.Declared Dividend • Aug 27Final dividend of AU$0.024 announcedShareholders will receive a dividend of AU$0.024. Ex-date: 5th September 2025 Payment date: 22nd September 2025 Dividend yield will be 1.2%, which is lower than the industry average of 4.7%.내러티브 업데이트 • Aug 26Fibre Expansion And Symbio Acquisition Will Strengthen Future Market PositionThe significant increase in consensus revenue growth and net profit margin forecasts has driven the upward revision of Aussie Broadband's analyst price target from A$4.54 to A$5.50. Valuation Changes Summary of Valuation Changes for Aussie Broadband The Consensus Analyst Price Target has significantly risen from A$4.54 to A$5.50.Reported Earnings • Aug 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: AU$0.11 (up from AU$0.097 in FY 2024). Revenue: AU$1.19b (up 19% from FY 2024). Net income: AU$32.8m (up 25% from FY 2024). Profit margin: 2.8% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 26% per year.공지 • Aug 25+ 1 more updateAussie Broadband Limited Announces Retirement of Patrick Greene as Non-Executive DirectorAussie Broadband Limited announced that Patrick Greene will retire as a Non-Executive Director effective at the conclusion of the 2025 Annual General Meeting. Patrick was a co-founder of Westvic Broadband before its merger with Wideband Networks in 2008 to create what know as Aussie Broadband. He has served on the Board of Aussie Broadband since 2017 and played a key role in the successful growth of the company over the years and its IPO in October 2020. Patrick remains a supportive shareholder of Aussie Broadband, being one of a number of founding shareholders.Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$5.36, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 47x in the Telecom industry in Oceania. Total returns to shareholders of 106% over the past three years.공지 • Aug 18Aussie Broadband Limited, Annual General Meeting, Oct 14, 2025Aussie Broadband Limited, Annual General Meeting, Oct 14, 2025.공지 • Jul 25Aussie Broadband Limited to Report Fiscal Year 2025 Results on Aug 25, 2025Aussie Broadband Limited announced that they will report fiscal year 2025 results on Aug 25, 2025Recent Insider Transactions • Jun 03Co-founder & Non-Executive Director recently sold AU$1.6m worth of stockOn the 29th of May, Phillip Britt sold around 400k shares on-market at roughly AU$4.07 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$5.6m more than they bought in the last 12 months.Recent Insider Transactions • May 15Co-founder & Non-Executive Director recently sold AU$1.5m worth of stockOn the 13th of May, Phillip Britt sold around 350k shares on-market at roughly AU$4.26 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$4.4m more than they bought in the last 12 months.공지 • Apr 04Aussie Broadband Limited Appoints Graeme Barclay as Non-Executive Director, Effective 7 April 2025Aussie Broadband Limited announced that Graeme Barclay will be joining the Board as a Non-Executive Director, effective 7 April 2025. Graeme is a former telecommunications infrastructure CEO and qualified chartered accountant with 40+ years experience in professional services, investment banking, broadcast and telecommunications infrastructure businesses. Within the telecommunications sector his previous roles include CEO of BAI Communications for 11 years; Chairman of Transit Wireless LLC, the exclusive operator of cellular and wifi network infrastructure in the NYC Underground; Chairman of Nextgen Networks and Metronode Data Centres in Australia; CEO and NED of Axicom Group Limited (independent mobile tower owner and operator); and Chairman of Uniti Group Limited (ASX: UWL), owner and operator of Fibre-to-the-Premise infrastructure. As CEO or Chairman in these businesses, Graeme led strategy development and execution, organic and inorganic growth and developed management teams in each of these businesses that generated significant value for investors. Graeme is currently Chairman of Codan where he has been a director since 2015 and chairman since February 2023.공지 • Mar 20Vicky Papachristos to Retire as Non-Executive Director of Aussie Broadband Limited, Effective 1 April 2025Aussie Broadband Limited announced that after almost 5 years of service, Vicky Papachristos will retie as a non-executive director effective 1 April 2025. Vicky joined the Board of Aussie Broadband prior to the IPO.분석 기사 • Mar 02Aussie Broadband (ASX:ABB) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereShareholders appeared to be happy with Aussie Broadband Limited's ( ASX:ABB ) solid earnings report last week...Major Estimate Revision • Mar 02Consensus EPS estimates fall by 19%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$1.17b to AU$1.18b. EPS estimate fell from AU$0.125 to AU$0.101 per share. Net income forecast to grow 32% next year vs 15% growth forecast for Telecom industry in Australia. Consensus price target up from AU$4.03 to AU$4.39. Share price rose 3.4% to AU$3.96 over the past week.Upcoming Dividend • Feb 28Upcoming dividend of AU$0.04 per shareEligible shareholders must have bought the stock before 07 March 2025. Payment date: 24 March 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (5.0%).Price Target Changed • Feb 26Price target increased by 8.9% to AU$4.39Up from AU$4.03, the current price target is an average from 11 analysts. New target price is 13% above last closing price of AU$3.87. Stock is down 14% over the past year. The company is forecast to post earnings per share of AU$0.11 for next year compared to AU$0.097 last year.Reported Earnings • Feb 25First half 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst half 2025 results: EPS: AU$0.041 (up from AU$0.039 in 1H 2024). Revenue: AU$588.5m (up 32% from 1H 2024). Net income: AU$12.2m (up 24% from 1H 2024). Profit margin: 2.1% (in line with 1H 2024). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 41%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.새 내러티브 • Feb 24Fibre Expansion And Symbio Acquisition Will Strengthen Future Market Position Expansion of the Aussie Fibre network and Symbio acquisition are poised to enhance revenue, margins, and diversify income through cost efficiencies and high-margin services. 공지 • Feb 24Aussie Broadband Limited Announces Special Dividend for the Six Months Ended December 31, 2024, Payable on March 24, 2025Aussie Broadband Limited announced on 24 February 2025, the directors declared an special dividend of 2.4 cents per ordinary share. The dividend will be fully franked and be paid on 24 March 2025. Ex-date is March 07, 2025. Record date is March 10, 2025.공지 • Jan 21Aussie Broadband Limited to Report First Half, 2025 Results on Feb 24, 2025Aussie Broadband Limited announced that they will report first half, 2025 results on Feb 24, 2025공지 • Jan 17Aussie Broadband Limited Announces Management ChangesThe Board of Aussie Broadband Limited announced that Group Managing Director and co-founder Phillip Britt has notified the Board he intends to retire as Group Managing Director on 28 February 2025 to pursue a personal community-focused venture in the Gippsland region where he grew up and still lives. Aussie Broadband Chief Executive Officer, Brian Maher, will be appointed as Group Chief Executive Officer from 1 March 2025. Brian is an experienced executive who joined Aussie Broadband in 2019 as Chief Financial Officer and Company Secretary, before being appointed as Aussie Broadband CEO in February 2024. Phil's role as Group Managing Director will change from executive director to Non-executive Director. Phil will also assume a newly created Special Technical Adviser position providing valuable knowledge, experience and technical insight into the expanding Aussie Broadband fibre optic network and other special projects. From 1 March 2025, Phil will commence as a Non-executive Director and Special Technical Adviser. As a substantial shareholder, Phil remains committed to Aussie Broadband's future and as Special Technical Adviser to the Group he will provide specialist technical advice to the Board and Executive Leadership Teams on projects such as the ongoing Aussie Fibre roll out. In addition to his new roles at Aussie Broadband, Phil is launching a new community focused venture in the Gippsland region Rural Fibre Co. Key terms of Phil's engagement as Special Technical Adviser: 2 year engagement to provide advisory services to Aussie Broadband, commencing 1 March 2025 and terminable by either party providing 6 months' notice; Option to extend by 1 year with agreement; Annual fee of $300,000 per year adjusted annually for CPI movements, based on an average time commitment of 5 days per month. Brian Maher joined Aussie Broadband in 2019 as Chief Financial Officer (CFO) and Company Secretary and was integral to the success of Aussie's ASX listing in 2020, before being appointed as Aussie Broadband CEO in February 2024. Prior to joining Aussie, Brian has a diverse background in financial management and leadership across a range of industries in insurance, materials handling, professional services and waste management. He has been in executive and senior finance roles since 1990, having served as the CFO at Australian Health Management ("ahm"), LocalAgentFinder, the CFO and Chief Executive Officer (CEO), and Executive Manager at Suncorp Group. Brian is a Chartered Accountant and Chartered Secretary and has a deep understanding of developing fast growth businesses and a myriad of business types, including ASX, private equity, mutual not-for-profit, and private companies.Recent Insider Transactions • Nov 16Executive Director recently sold AU$750k worth of stockOn the 12th of November, Michael Omeros sold around 200k shares on-market at roughly AU$3.75 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$1.1m. Insiders have been net sellers, collectively disposing of AU$2.3m more than they bought in the last 12 months.Recent Insider Transactions • Nov 01Co-founder recently sold AU$1.1m worth of stockOn the 29th of October, Phillip Britt sold around 300k shares on-market at roughly AU$3.80 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$1.6m.Major Estimate Revision • Oct 30Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from AU$0.134 to AU$0.118 per share. Revenue forecast steady at AU$1.16b. Net income forecast to grow 40% next year vs 36% growth forecast for Telecom industry in Australia. Consensus price target broadly unchanged at AU$3.89. Share price was steady at AU$3.76 over the past week.공지 • Sep 25Aussie Broadband Limited Announces Retirement of Richard Dammery as Non-Executive DirectorAussie Broadband Limited announced that Dr. Richard Dammery will retire as a non-executive director at the conclusion of the 2024 Annual General Meeting. Richard joined the Aussie Board ahead of the Company's IPO in 2020, and has played an important role in the successful growth of the Company, and its milestone achievements in 2024 of reaching over $1 Billion revenue and market capitalisation.공지 • Sep 23Aussie Broadband Limited, Annual General Meeting, Oct 25, 2024Aussie Broadband Limited, Annual General Meeting, Oct 25, 2024. Location: the offices of kpmg, tower two, collins square, 727 collins street, melbourne vic 3000, AustraliaValuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$3.80, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 28x in the Telecom industry in Australia. Total loss to shareholders of 22% over the past three years.공지 • Sep 05An undisclosed buyer entered into an agreement to acquire 12% stake in Superloop Limited (ASX:SLC) from Aussie Broadband Limited (ASX:ABB) for AUD 99.8 million.An undisclosed buyer entered into an agreement to acquire 12% stake in Superloop Limited (ASX:SLC) from Aussie Broadband Limited (ASX:ABB) for AUD 99.8 million on September 3, 2024. A cash consideration valued at AUD 1.66 per share will be paid for 60,122,667 shares.Reported Earnings • Aug 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: AU$0.097 (up from AU$0.091 in FY 2023). Revenue: AU$999.7m (up 27% from FY 2023). Net income: AU$26.4m (up 22% from FY 2023). Profit margin: 2.6% (down from 2.8% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공지 • Jul 22Aussie Broadband Limited to Report Fiscal Year 2024 Results on Aug 26, 2024Aussie Broadband Limited announced that they will report fiscal year 2024 results on Aug 26, 2024Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to AU$2.88, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Telecom industry in Australia. Total returns to shareholders of 8.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.69 per share.Major Estimate Revision • Jul 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from AU$0.148 to AU$0.129 per share. Revenue forecast steady at AU$1.01b. Net income forecast to grow 61% next year vs 79% growth forecast for Telecom industry in Australia. Consensus price target of AU$3.93 unchanged from last update. Share price fell 12% to AU$3.07 over the past week.Recent Insider Transactions • May 22MD & Executive Director recently sold AU$453k worth of stockOn the 20th of May, Phillip Britt sold around 125k shares on-market at roughly AU$3.63 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$3.9m.공지 • Apr 03An unknown buyer agreed to acquire 7% stake in Superloop Limited (ASX:SLC) from Aussie Broadband Limited (ASX:ABB) for AUD50 million.An unknown buyer agreed to acquire 7% stake in Superloop Limited (ASX:SLC) from Aussie Broadband Limited (ASX:ABB) for AUD50 million on April 1, 2024.Price Target Changed • Mar 15Price target decreased by 9.0% to AU$4.37Down from AU$4.81, the current price target is an average from 7 analysts. New target price is 23% above last closing price of AU$3.55. Stock is up 11% over the past year. The company is forecast to post earnings per share of AU$0.15 for next year compared to AU$0.091 last year.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to AU$3.55, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Telecom industry in Australia. Total returns to shareholders of 25% over the past three years.Major Estimate Revision • Feb 29Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$937.9m to AU$1.02b. EPS estimate increased from AU$0.134 to AU$0.155 per share. Net income forecast to grow 131% next year vs 39% growth forecast for Telecom industry in Australia. Consensus price target up from AU$3.80 to AU$4.36. Share price rose 19% to AU$4.55 over the past week.Price Target Changed • Feb 27Price target increased by 15% to AU$4.36Up from AU$3.80, the current price target is an average from 7 analysts. New target price is 5.2% below last closing price of AU$4.60. Stock is up 47% over the past year. The company is forecast to post earnings per share of AU$0.15 for next year compared to AU$0.091 last year.분석 기사 • Feb 25Analysts Have Made A Financial Statement On Aussie Broadband Limited's (ASX:ABB) Half-Yearly ReportShareholders of Aussie Broadband Limited ( ASX:ABB ) will be pleased this week, given that the stock price is up 16% to...Reported Earnings • Feb 24First half 2024 earnings released: EPS: AU$0.039 (vs AU$0.036 in 1H 2023)First half 2024 results: EPS: AU$0.039 (up from AU$0.036 in 1H 2023). Revenue: AU$445.9m (up 18% from 1H 2023). Net income: AU$9.82m (up 15% from 1H 2023). Profit margin: 2.2% (down from 2.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 23Estimating The Fair Value Of Aussie Broadband Limited (ASX:ABB)Key Insights Using the 2 Stage Free Cash Flow to Equity, Aussie Broadband fair value estimate is AU$4.55 With AU$4.53...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$4.53, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Telecom industry in Australia. Total returns to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.55 per share.공지 • Feb 20Aussie Broadband Limited (ASX:ABB) completed the acquisition of Symbio Holdings Limited (ASX:SYM).Aussie Broadband Limited (ASX:ABB) submitted a conditional nonbinding indicative proposal to acquire Symbio Holdings Limited (ASX:SYM) for approximately AUD 270 million on September 29, 2023. Under the Indicative Proposal, Symbio shareholders would receive AUD 2.36 in cash and 0.192 Aussie Broadband shares for each Symbio share held (75% Cash and 25% Scrip Structure) as a default with the opportunity to elect a greater proportion of cash or scrip subject to a fixed cash and scrip pool. Shareholders would have the option of accepting the offer of 75 per cent in cash and the remainder in shares, or "maximise" either the cash or stock portion of the offer. As a part of acquisition, if Symbio pays a fully franked dividend of up to 35 before an acquisition is completed, the cash component of the offer would be reduced by that amount. The Indicative Proposal implies a value of AUD 3.15 per Symbio share. ABB’s intention is to fund the cash component of the transaction via a new debt facility. The transaction is subject to completion of confirmatory due diligence satisfactory to Aussie Broadband, entry into a Scheme Implementation Deed (SID) in mutually acceptable form and Unanimous recommendation from the Symbio Board and a commitment from all Symbio Directors to vote any Symbio shares they hold or control in favour of the indicative proposal. The Symbio Board has approved the proposal and recommend it to shareholders subject to entering binding documentation. King & Wood Mallesons acted as legal advisor to Symbio Holdings. Goldman Sachs Australia Pty Ltd acted as financial advisor to Aussie Broadband Limited. Moelis & Company and Moelis Australia Advisory Pty Ltd acted as financial advisor to Symbio Holdings Limited. Aussie Broadband Limited (ASX:ABB) completed the acquisition of Symbio Holdings Limited (ASX:SYM) on February 19, 2024.공지 • Feb 07Aussie Broadband Limited to Report First Half, 2024 Results on Feb 23, 2024Aussie Broadband Limited announced that they will report first half, 2024 results on Feb 23, 2024Board Change • Feb 02Less than half of directors are independentFollowing Non-Executive Director Sue Klose's arrival on 01 February 2024, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Richard Dammery was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Jan 19Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from AU$0.133 to AU$0.151. Revenue forecast unchanged at AU$937.9m. Net income forecast to grow 78% next year vs 19% growth forecast for Telecom industry in Australia. Consensus price target of AU$3.76 unchanged from last update. Share price was steady at AU$3.72 over the past week.공지 • Dec 13Aussie Broadband Appoints Sue Klose as Non-Executive Director, Effective 1 February 2024Aussie Broadband announced that Sue Klose will be joining the Board as a Non-Executive Director, effective 1 February 2024. Sue brings with her a wealth of knowledge and experience across digital strategy and product development, technology transformation, and high growth businesses. Sue has previously held the roles of Chief Marketing Officer at GraysOnline and Chief Operating Officer at 12WBT, amongst a range of other senior management roles. Sue is a non-executive director of Envirosuite. She is also chair of Stride Mental Health. Sue holds a Bachelor of Science (Economics) from the Wharton School of the University of Pennsylvania and an MBA (Finance, Strategy and Marketing) from the JL Kellogg School of Management at Northwestern University.공지 • Dec 04Aussie Broadband Limited has completed a Follow-on Equity Offering in the amount of AUD 20.000001 million.Aussie Broadband Limited has completed a Follow-on Equity Offering in the amount of AUD 20.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,633,803 Price\Range: AUD 3.55New Risk • Nov 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (15% increase in shares outstanding). Significant insider selling over the past 3 months (AU$3.5m sold).Buying Opportunity • Nov 04Now 25% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be AU$4.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 34% per annum over the same time period.공지 • Nov 04Aussie Broadband Limited has filed a Follow-on Equity Offering in the amount of AUD 20 million.Aussie Broadband Limited has filed a Follow-on Equity Offering in the amount of AUD 20 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,633,803 Price\Range: AUD 3.55공지 • Nov 03+ 1 more updateAussie Broadband Limited has completed a Follow-on Equity Offering in the amount of AUD 120 million.Aussie Broadband Limited has completed a Follow-on Equity Offering in the amount of AUD 120 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 33,802,817 Price\Range: AUD 3.55 Discount Per Security: AUD 0.115375 Transaction Features: Subsequent Direct ListingValuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$4.16, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 39x in the Telecom industry in Oceania. Total returns to shareholders of 77% over the past year.분석 기사 • Sep 17Here's Why We Think Aussie Broadband (ASX:ABB) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Recent Insider Transactions Derivative • Sep 08MD & Executive Director exercised options to buy AU$2.4m worth of stock.On the 6th of September, Phillip Britt exercised options to buy 698k shares at a strike price of around AU$1.00, costing a total of AU$698k. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. Since March 2023, Phillip's direct individual holding has decreased from 15.98m shares to 14.75m. Company insiders have collectively sold AU$2.6m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Aug 30MD & Executive Director recently sold AU$3.5m worth of stockOn the 29th of August, Phillip Britt sold around 1m shares on-market at roughly AU$3.46 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$3.3m.분석 기사 • Aug 28Earnings Tell The Story For Aussie Broadband Limited (ASX:ABB) As Its Stock Soars 26%The Aussie Broadband Limited ( ASX:ABB ) share price has done very well over the last month, posting an excellent gain...Reported Earnings • Aug 25Full year 2023 earnings released: EPS: AU$0.091 (vs AU$0.024 in FY 2022)Full year 2023 results: EPS: AU$0.091 (up from AU$0.024 in FY 2022). Revenue: AU$788.0m (up 44% from FY 2022). Net income: AU$21.7m (up 308% from FY 2022). Profit margin: 2.8% (up from 1.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Australia.공지 • Aug 25Aussie Broadband Limited, Annual General Meeting, Oct 26, 2023Aussie Broadband Limited, Annual General Meeting, Oct 26, 2023.공지 • Aug 08Aussie Broadband Limited to Report Fiscal Year 2023 Results on Aug 25, 2023Aussie Broadband Limited announced that they will report fiscal year 2023 results on Aug 25, 2023New Risk • Jul 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$737k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Significant insider selling over the past 3 months (AU$737k sold).Recent Insider Transactions • Apr 12MD & Executive Director recently sold AU$313k worth of stockOn the 6th of April, Phillip Britt sold around 98k shares on-market at roughly AU$3.19 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Phillip has been a net buyer over the last 12 months, purchasing a net total of AU$1.5m worth of shares.Recent Insider Transactions • Apr 04MD & Executive Director recently bought AU$850k worth of stockOn the 31st of March, Phillip Britt bought around 269k shares on-market at roughly AU$3.16 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Phillip has been a buyer over the last 12 months, purchasing a net total of AU$1.9m worth in shares.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$3.37, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 49x in the Telecom industry in Australia. Total loss to shareholders of 33% over the past year. Simply Wall St's valuation model estimates the intrinsic value at AU$6.48 per share.Reported Earnings • Feb 28First half 2023 earnings released: EPS: AU$0.036 (vs AU$0.007 in 1H 2022)First half 2023 results: EPS: AU$0.036 (up from AU$0.007 in 1H 2022). Revenue: AU$379.0m (up 65% from 1H 2022). Net income: AU$8.57m (up AU$7.18m from 1H 2022). Profit margin: 2.3% (up from 0.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Telecom industry in Australia.Price Target Changed • Oct 27Price target decreased to AU$3.76Down from AU$4.25, the current price target is an average from 7 analysts. New target price is 61% above last closing price of AU$2.33. Stock is down 52% over the past year. The company is forecast to post earnings per share of AU$0.12 for next year compared to AU$0.024 last year.공지 • Oct 21Aussie Broadband Limited Approves the Election of Michael Omeros as a DirectorAussie Broadband Limited approved the election of Mr. Michael Omeros as a Director of the company, at its AGM held on 21 October 2022.공지 • Sep 21Aussie Broadband Limited, Annual General Meeting, Oct 21, 2022Aussie Broadband Limited, Annual General Meeting, Oct 21, 2022, at 10:30 E. Australia Standard Time. Location: KPMG offices, Tower Two, Collins Square 727 Collins Street, Docklands, VIC 3008 Morwell Victoria Australia Agenda: To consider adoption of Remuneration Report; to consider amendment to Constitution; to consider Re-Election of Ms Vicky Papachristos as a Director; to elect Mr Michael Omeros as a Director; and to transact such other business matters.Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Richard Dammery was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 01MD & Executive Director recently bought AU$500k worth of stockOn the 30th of August, Phillip Britt bought around 184k shares on-market at roughly AU$2.72 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$8.9m.Price Target Changed • Aug 30Price target decreased to AU$4.32Down from AU$4.74, the current price target is an average from 6 analysts. New target price is 62% above last closing price of AU$2.67. Stock is down 36% over the past year. The company is forecast to post earnings per share of AU$0.13 for next year compared to AU$0.024 last year.Reported Earnings • Aug 30Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: AU$0.024 (up from AU$0.031 loss in FY 2021). Revenue: AU$546.9m (up 56% from FY 2021). Net income: AU$5.32m (up AU$9.82m from FY 2021). Profit margin: 1.0% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 50%, compared to a 9.1% growth forecast for the Telecom industry in Australia.공지 • Aug 29Aussie Broadband Limited Provides Earnings Guidance for the Year 2023Aussie Broadband Limited provided earnings guidance for the year 2023. Based on current market conditions, operating plan and year to date trading, the company expects to generate revenue in the range of $800 million to $840 million in fiscal year 2023.공지 • Aug 22Aussie Broadband Limited to Report Fiscal Year 2022 Results on Aug 29, 2022Aussie Broadband Limited announced that they will report fiscal year 2022 results on Aug 29, 2022Price Target Changed • Aug 02Price target decreased to AU$4.82Down from AU$5.19, the current price target is an average from 5 analysts. New target price is 60% above last closing price of AU$3.01. Stock is down 2.6% over the past year. The company is forecast to post earnings per share of AU$0.062 next year compared to a net loss per share of AU$0.031 last year.Price Target Changed • Jul 12Price target decreased to AU$5.19Down from AU$5.58, the current price target is an average from 5 analysts. New target price is 65% above last closing price of AU$3.15. Stock is up 13% over the past year. The company is forecast to post earnings per share of AU$0.062 next year compared to a net loss per share of AU$0.031 last year.Recent Insider Transactions • May 06MD & Executive Director recently bought AU$500k worth of stockOn the 3rd of May, Phillip Britt bought around 122k shares on-market at roughly AU$4.09 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$9.4m.Major Estimate Revision • May 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from AU$0.06 to AU$0.05 per share. Revenue forecast steady at AU$543.3m. Net income forecast to grow 295% next year vs 50% growth forecast for Telecom industry in Australia. Consensus price target down from AU$5.99 to AU$5.72. Share price fell 28% to AU$4.01 over the past week.이익 및 매출 성장 예측ASX:ABB - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20281,87910012720386/30/20271,6438210717786/30/20261,31644601101212/31/20251,236262582N/A9/30/20251,21229875N/A6/30/20251,18733-968N/A3/31/20251,16531481N/A12/31/20241,142291794N/A9/30/20241,0712843105N/A6/30/20241,0002669117N/A3/31/20249272582123N/A12/31/20238552394130N/A9/30/20238212281123N/A6/30/20237882268117N/A3/31/2023742173684N/A12/31/202269712452N/A9/30/20226229-145N/A6/30/20225475-538N/A3/31/20224856-533N/A12/31/20214227-528N/A9/30/20213861227N/A6/30/2021350-4825N/A3/31/2021307-13520N/A12/31/2020265-21214N/A9/30/2020228-17210N/A6/30/2020190-1217N/A6/30/2019102-1N/A1N/A6/30/201849-1N/A2N/A6/30/201725-3N/A0N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ABB 의 연간 예상 수익 증가율(31.4%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: ABB 의 연간 수익(31.4%)이 Australian 시장(12%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ABB 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: ABB 의 수익(연간 14.3%)이 Australian 시장(연간 6.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ABB 의 수익(연간 14.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ABB의 자본 수익률은 3년 후 15.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 18:48종가2026/05/08 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Aussie Broadband Limited는 18명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aryan NoroziBarrenjoey Markets Pty LimitedAnnie ZhuBarrenjoey Markets Pty LimitedApril LowisBarrenjoey Markets Pty Limited15명의 분석가 더 보기
Major Estimate Revision • Aug 31Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from AU$0.151 to AU$0.171. Revenue forecast steady at AU$1.30b. Net income forecast to grow 50% next year vs 50% growth forecast for Telecom industry in Australia. Consensus price target up from AU$4.54 to AU$5.79. Share price rose 16% to AU$5.17 over the past week.
Major Estimate Revision • Mar 02Consensus EPS estimates fall by 19%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$1.17b to AU$1.18b. EPS estimate fell from AU$0.125 to AU$0.101 per share. Net income forecast to grow 32% next year vs 15% growth forecast for Telecom industry in Australia. Consensus price target up from AU$4.03 to AU$4.39. Share price rose 3.4% to AU$3.96 over the past week.
Price Target Changed • Feb 26Price target increased by 8.9% to AU$4.39Up from AU$4.03, the current price target is an average from 11 analysts. New target price is 13% above last closing price of AU$3.87. Stock is down 14% over the past year. The company is forecast to post earnings per share of AU$0.11 for next year compared to AU$0.097 last year.
Major Estimate Revision • Oct 30Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from AU$0.134 to AU$0.118 per share. Revenue forecast steady at AU$1.16b. Net income forecast to grow 40% next year vs 36% growth forecast for Telecom industry in Australia. Consensus price target broadly unchanged at AU$3.89. Share price was steady at AU$3.76 over the past week.
Major Estimate Revision • Jul 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from AU$0.148 to AU$0.129 per share. Revenue forecast steady at AU$1.01b. Net income forecast to grow 61% next year vs 79% growth forecast for Telecom industry in Australia. Consensus price target of AU$3.93 unchanged from last update. Share price fell 12% to AU$3.07 over the past week.
Price Target Changed • Mar 15Price target decreased by 9.0% to AU$4.37Down from AU$4.81, the current price target is an average from 7 analysts. New target price is 23% above last closing price of AU$3.55. Stock is up 11% over the past year. The company is forecast to post earnings per share of AU$0.15 for next year compared to AU$0.091 last year.
공지 • Apr 01Aussie Broadband Limited (ASX:ABB) completed the acquisition of Nexgen Australia Group Pty Ltd from Infotrust Ltd (ASX:ITS).Aussie Broadband Limited (ASX:ABB) entered into a binding share sale and purchase agreement to acquire Nexgen Australia Group Pty Ltd from Infotrust Ltd (ASX:ITS) for AUD 50 million on February 23, 2026. The transaction includes upfront cash consideration of AUD 44.1 million and up to AUD 5.9 million of contingent consideration payable based on achieving either of Nexgen’s FY26 or FY27 on target EBITDA performance. The acquisition will be funded by cash on hand and existing currently undrawn debt facilities. Completion is subject to satisfaction of customary conditions precedent. The proceeds will be deployed in accordance with Infotrust’s capital allocation framework, lowering net debt and funding its pipeline of earnings-accretive growth opportunities aligned to its cyber first strategy. Nexgen has been an important contributor to Infotrust’s revenue and earnings as the Cloud & Communications segment, which reported FY25 revenue of AUD 44.1 million and EBITDA of AUD 7.7 million. Latimer Partners Pty Ltd acted as a financial advisor to Aussie Broadband Limited. Aussie Broadband Limited (ASX:ABB) completed the acquisition of Nexgen Australia Group Pty Ltd from Infotrust Ltd (ASX:ITS) on March 31, 2026.
Recent Insider Transactions • Feb 27Co-founder & Non-Executive Director recently sold AU$2.5m worth of stockOn the 25th of February, Phillip Britt sold around 500k shares on-market at roughly AU$5.00 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$16m.
Declared Dividend • Feb 25First half dividend of AU$0.024 announcedShareholders will receive a dividend of AU$0.024. Ex-date: 6th March 2026 Payment date: 23rd March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 54%. Cash payout ratio: 55%.
Board Change • Feb 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Non-Executive & Independent Director Sarah Adam-Gedge was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공지 • Feb 24+ 1 more updateAussie Broadband Limited Announces Ordinary Fully Franked Dividend for the Six Months for the Period Ending December 31, 2025, Payable on March 23, 2026Aussie Broadband Limited announced ordinary full franked dividend of AUD 0.02400000 per security for the six months for the period ending December 31, 2025. Ex Date: March 6, 2026. Record Date: March 9, 2026. Payment Date: March 23, 2026.
Reported Earnings • Feb 24First half 2026 earnings released: EPS: AU$0.017 (vs AU$0.041 in 1H 2025)First half 2026 results: EPS: AU$0.017 (down from AU$0.041 in 1H 2025). Revenue: AU$637.8m (up 8.4% from 1H 2025). Net income: AU$5.07m (down 58% from 1H 2025). Profit margin: 0.8% (down from 2.1% in 1H 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Feb 23+ 1 more update11:11 Systems, Inc. agreed to acquire Digital Sense Hosting Pty. Ltd. from Aussie Broadband Limited (ASX:ABB) for AUD 18 million.11:11 Systems, Inc. agreed to acquire Digital Sense Hosting Pty. Ltd. from Aussie Broadband Limited (ASX:ABB) for AUD 18 million in half year ended December 31, 2025. Total consideration consist of AUD 18 million which includes AUD 14 million upfront and a deferred payment of AUD 4 million subject to the business meeting certain milestones. The divestment has resulted in impairment of goodwill of AUD 14.8 million which was recorded in profit or loss for the half-year ended 31 December 2025. As of December 31, 2025, Digital Sense Hosting Pty. Ltd. reported a total assets of AUD 22.1 million The sale is expected to be completed by March 2026.
New Risk • Feb 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
공지 • Feb 11Aussie Broadband Limited (ASX:ABB) signed an Asset Sale Agreement to acquire Telecommunications Business and Customer Assets of AGL Energy Limited (ASX:AGL) for approximately AUD 110 million.Aussie Broadband Limited (ASX:ABB) signed an Asset Sale Agreement to acquire Telecommunications Business and Customer Assets of AGL Energy Limited (ASX:AGL) for approximately AUD 110 million on February 11, 2026. The consideration consists of 22 million common equity of Aussie Broadband Limited to be issued for Telecommunications Business and Customer Assets of AGL Energy Limited. Aussie Broadband Limited will pay an earnout payment of AUD 10 million common equity in AUD 2 million tranches, subject to meeting specified net growth hurdles. As part of consideration, AUD 109.66 million is paid towards Telecommunications Business and Customer Assets of AGL Energy Limited. The expected completion of the transaction is June 2026. The transaction is expected to be EPS accretive.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$5.20, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 46x in the Telecom industry in Oceania. Total returns to shareholders of 77% over the past three years.
공지 • Jan 29Aussie Broadband Limited to Report First Half, 2026 Results on Feb 23, 2026Aussie Broadband Limited announced that they will report first half, 2026 results on Feb 23, 2026
분석 기사 • Nov 27Is Aussie Broadband Limited (ASX:ABB) Trading At A 49% Discount?Key Insights The projected fair value for Aussie Broadband is AU$10.58 based on 2 Stage Free Cash Flow to Equity Aussie...
분석 기사 • Nov 08Here's Why We Think Aussie Broadband (ASX:ABB) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Sep 23Revenues Tell The Story For Aussie Broadband Limited (ASX:ABB) As Its Stock Soars 27%Aussie Broadband Limited ( ASX:ABB ) shares have continued their recent momentum with a 27% gain in the last month...
Recent Insider Transactions • Sep 03Co-founder & Non-Executive Director recently sold AU$11m worth of stockOn the 26th of August, Phillip Britt sold around 2m shares on-market at roughly AU$5.25 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$15m.
Major Estimate Revision • Aug 31Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from AU$0.151 to AU$0.171. Revenue forecast steady at AU$1.30b. Net income forecast to grow 50% next year vs 50% growth forecast for Telecom industry in Australia. Consensus price target up from AU$4.54 to AU$5.79. Share price rose 16% to AU$5.17 over the past week.
Declared Dividend • Aug 27Final dividend of AU$0.024 announcedShareholders will receive a dividend of AU$0.024. Ex-date: 5th September 2025 Payment date: 22nd September 2025 Dividend yield will be 1.2%, which is lower than the industry average of 4.7%.
내러티브 업데이트 • Aug 26Fibre Expansion And Symbio Acquisition Will Strengthen Future Market PositionThe significant increase in consensus revenue growth and net profit margin forecasts has driven the upward revision of Aussie Broadband's analyst price target from A$4.54 to A$5.50. Valuation Changes Summary of Valuation Changes for Aussie Broadband The Consensus Analyst Price Target has significantly risen from A$4.54 to A$5.50.
Reported Earnings • Aug 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: AU$0.11 (up from AU$0.097 in FY 2024). Revenue: AU$1.19b (up 19% from FY 2024). Net income: AU$32.8m (up 25% from FY 2024). Profit margin: 2.8% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 26% per year.
공지 • Aug 25+ 1 more updateAussie Broadband Limited Announces Retirement of Patrick Greene as Non-Executive DirectorAussie Broadband Limited announced that Patrick Greene will retire as a Non-Executive Director effective at the conclusion of the 2025 Annual General Meeting. Patrick was a co-founder of Westvic Broadband before its merger with Wideband Networks in 2008 to create what know as Aussie Broadband. He has served on the Board of Aussie Broadband since 2017 and played a key role in the successful growth of the company over the years and its IPO in October 2020. Patrick remains a supportive shareholder of Aussie Broadband, being one of a number of founding shareholders.
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$5.36, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 47x in the Telecom industry in Oceania. Total returns to shareholders of 106% over the past three years.
공지 • Aug 18Aussie Broadband Limited, Annual General Meeting, Oct 14, 2025Aussie Broadband Limited, Annual General Meeting, Oct 14, 2025.
공지 • Jul 25Aussie Broadband Limited to Report Fiscal Year 2025 Results on Aug 25, 2025Aussie Broadband Limited announced that they will report fiscal year 2025 results on Aug 25, 2025
Recent Insider Transactions • Jun 03Co-founder & Non-Executive Director recently sold AU$1.6m worth of stockOn the 29th of May, Phillip Britt sold around 400k shares on-market at roughly AU$4.07 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$5.6m more than they bought in the last 12 months.
Recent Insider Transactions • May 15Co-founder & Non-Executive Director recently sold AU$1.5m worth of stockOn the 13th of May, Phillip Britt sold around 350k shares on-market at roughly AU$4.26 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$4.4m more than they bought in the last 12 months.
공지 • Apr 04Aussie Broadband Limited Appoints Graeme Barclay as Non-Executive Director, Effective 7 April 2025Aussie Broadband Limited announced that Graeme Barclay will be joining the Board as a Non-Executive Director, effective 7 April 2025. Graeme is a former telecommunications infrastructure CEO and qualified chartered accountant with 40+ years experience in professional services, investment banking, broadcast and telecommunications infrastructure businesses. Within the telecommunications sector his previous roles include CEO of BAI Communications for 11 years; Chairman of Transit Wireless LLC, the exclusive operator of cellular and wifi network infrastructure in the NYC Underground; Chairman of Nextgen Networks and Metronode Data Centres in Australia; CEO and NED of Axicom Group Limited (independent mobile tower owner and operator); and Chairman of Uniti Group Limited (ASX: UWL), owner and operator of Fibre-to-the-Premise infrastructure. As CEO or Chairman in these businesses, Graeme led strategy development and execution, organic and inorganic growth and developed management teams in each of these businesses that generated significant value for investors. Graeme is currently Chairman of Codan where he has been a director since 2015 and chairman since February 2023.
공지 • Mar 20Vicky Papachristos to Retire as Non-Executive Director of Aussie Broadband Limited, Effective 1 April 2025Aussie Broadband Limited announced that after almost 5 years of service, Vicky Papachristos will retie as a non-executive director effective 1 April 2025. Vicky joined the Board of Aussie Broadband prior to the IPO.
분석 기사 • Mar 02Aussie Broadband (ASX:ABB) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereShareholders appeared to be happy with Aussie Broadband Limited's ( ASX:ABB ) solid earnings report last week...
Major Estimate Revision • Mar 02Consensus EPS estimates fall by 19%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$1.17b to AU$1.18b. EPS estimate fell from AU$0.125 to AU$0.101 per share. Net income forecast to grow 32% next year vs 15% growth forecast for Telecom industry in Australia. Consensus price target up from AU$4.03 to AU$4.39. Share price rose 3.4% to AU$3.96 over the past week.
Upcoming Dividend • Feb 28Upcoming dividend of AU$0.04 per shareEligible shareholders must have bought the stock before 07 March 2025. Payment date: 24 March 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (5.0%).
Price Target Changed • Feb 26Price target increased by 8.9% to AU$4.39Up from AU$4.03, the current price target is an average from 11 analysts. New target price is 13% above last closing price of AU$3.87. Stock is down 14% over the past year. The company is forecast to post earnings per share of AU$0.11 for next year compared to AU$0.097 last year.
Reported Earnings • Feb 25First half 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst half 2025 results: EPS: AU$0.041 (up from AU$0.039 in 1H 2024). Revenue: AU$588.5m (up 32% from 1H 2024). Net income: AU$12.2m (up 24% from 1H 2024). Profit margin: 2.1% (in line with 1H 2024). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 41%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
새 내러티브 • Feb 24Fibre Expansion And Symbio Acquisition Will Strengthen Future Market Position Expansion of the Aussie Fibre network and Symbio acquisition are poised to enhance revenue, margins, and diversify income through cost efficiencies and high-margin services.
공지 • Feb 24Aussie Broadband Limited Announces Special Dividend for the Six Months Ended December 31, 2024, Payable on March 24, 2025Aussie Broadband Limited announced on 24 February 2025, the directors declared an special dividend of 2.4 cents per ordinary share. The dividend will be fully franked and be paid on 24 March 2025. Ex-date is March 07, 2025. Record date is March 10, 2025.
공지 • Jan 21Aussie Broadband Limited to Report First Half, 2025 Results on Feb 24, 2025Aussie Broadband Limited announced that they will report first half, 2025 results on Feb 24, 2025
공지 • Jan 17Aussie Broadband Limited Announces Management ChangesThe Board of Aussie Broadband Limited announced that Group Managing Director and co-founder Phillip Britt has notified the Board he intends to retire as Group Managing Director on 28 February 2025 to pursue a personal community-focused venture in the Gippsland region where he grew up and still lives. Aussie Broadband Chief Executive Officer, Brian Maher, will be appointed as Group Chief Executive Officer from 1 March 2025. Brian is an experienced executive who joined Aussie Broadband in 2019 as Chief Financial Officer and Company Secretary, before being appointed as Aussie Broadband CEO in February 2024. Phil's role as Group Managing Director will change from executive director to Non-executive Director. Phil will also assume a newly created Special Technical Adviser position providing valuable knowledge, experience and technical insight into the expanding Aussie Broadband fibre optic network and other special projects. From 1 March 2025, Phil will commence as a Non-executive Director and Special Technical Adviser. As a substantial shareholder, Phil remains committed to Aussie Broadband's future and as Special Technical Adviser to the Group he will provide specialist technical advice to the Board and Executive Leadership Teams on projects such as the ongoing Aussie Fibre roll out. In addition to his new roles at Aussie Broadband, Phil is launching a new community focused venture in the Gippsland region Rural Fibre Co. Key terms of Phil's engagement as Special Technical Adviser: 2 year engagement to provide advisory services to Aussie Broadband, commencing 1 March 2025 and terminable by either party providing 6 months' notice; Option to extend by 1 year with agreement; Annual fee of $300,000 per year adjusted annually for CPI movements, based on an average time commitment of 5 days per month. Brian Maher joined Aussie Broadband in 2019 as Chief Financial Officer (CFO) and Company Secretary and was integral to the success of Aussie's ASX listing in 2020, before being appointed as Aussie Broadband CEO in February 2024. Prior to joining Aussie, Brian has a diverse background in financial management and leadership across a range of industries in insurance, materials handling, professional services and waste management. He has been in executive and senior finance roles since 1990, having served as the CFO at Australian Health Management ("ahm"), LocalAgentFinder, the CFO and Chief Executive Officer (CEO), and Executive Manager at Suncorp Group. Brian is a Chartered Accountant and Chartered Secretary and has a deep understanding of developing fast growth businesses and a myriad of business types, including ASX, private equity, mutual not-for-profit, and private companies.
Recent Insider Transactions • Nov 16Executive Director recently sold AU$750k worth of stockOn the 12th of November, Michael Omeros sold around 200k shares on-market at roughly AU$3.75 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$1.1m. Insiders have been net sellers, collectively disposing of AU$2.3m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 01Co-founder recently sold AU$1.1m worth of stockOn the 29th of October, Phillip Britt sold around 300k shares on-market at roughly AU$3.80 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$1.6m.
Major Estimate Revision • Oct 30Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from AU$0.134 to AU$0.118 per share. Revenue forecast steady at AU$1.16b. Net income forecast to grow 40% next year vs 36% growth forecast for Telecom industry in Australia. Consensus price target broadly unchanged at AU$3.89. Share price was steady at AU$3.76 over the past week.
공지 • Sep 25Aussie Broadband Limited Announces Retirement of Richard Dammery as Non-Executive DirectorAussie Broadband Limited announced that Dr. Richard Dammery will retire as a non-executive director at the conclusion of the 2024 Annual General Meeting. Richard joined the Aussie Board ahead of the Company's IPO in 2020, and has played an important role in the successful growth of the Company, and its milestone achievements in 2024 of reaching over $1 Billion revenue and market capitalisation.
공지 • Sep 23Aussie Broadband Limited, Annual General Meeting, Oct 25, 2024Aussie Broadband Limited, Annual General Meeting, Oct 25, 2024. Location: the offices of kpmg, tower two, collins square, 727 collins street, melbourne vic 3000, Australia
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$3.80, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 28x in the Telecom industry in Australia. Total loss to shareholders of 22% over the past three years.
공지 • Sep 05An undisclosed buyer entered into an agreement to acquire 12% stake in Superloop Limited (ASX:SLC) from Aussie Broadband Limited (ASX:ABB) for AUD 99.8 million.An undisclosed buyer entered into an agreement to acquire 12% stake in Superloop Limited (ASX:SLC) from Aussie Broadband Limited (ASX:ABB) for AUD 99.8 million on September 3, 2024. A cash consideration valued at AUD 1.66 per share will be paid for 60,122,667 shares.
Reported Earnings • Aug 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: AU$0.097 (up from AU$0.091 in FY 2023). Revenue: AU$999.7m (up 27% from FY 2023). Net income: AU$26.4m (up 22% from FY 2023). Profit margin: 2.6% (down from 2.8% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공지 • Jul 22Aussie Broadband Limited to Report Fiscal Year 2024 Results on Aug 26, 2024Aussie Broadband Limited announced that they will report fiscal year 2024 results on Aug 26, 2024
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to AU$2.88, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Telecom industry in Australia. Total returns to shareholders of 8.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.69 per share.
Major Estimate Revision • Jul 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from AU$0.148 to AU$0.129 per share. Revenue forecast steady at AU$1.01b. Net income forecast to grow 61% next year vs 79% growth forecast for Telecom industry in Australia. Consensus price target of AU$3.93 unchanged from last update. Share price fell 12% to AU$3.07 over the past week.
Recent Insider Transactions • May 22MD & Executive Director recently sold AU$453k worth of stockOn the 20th of May, Phillip Britt sold around 125k shares on-market at roughly AU$3.63 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$3.9m.
공지 • Apr 03An unknown buyer agreed to acquire 7% stake in Superloop Limited (ASX:SLC) from Aussie Broadband Limited (ASX:ABB) for AUD50 million.An unknown buyer agreed to acquire 7% stake in Superloop Limited (ASX:SLC) from Aussie Broadband Limited (ASX:ABB) for AUD50 million on April 1, 2024.
Price Target Changed • Mar 15Price target decreased by 9.0% to AU$4.37Down from AU$4.81, the current price target is an average from 7 analysts. New target price is 23% above last closing price of AU$3.55. Stock is up 11% over the past year. The company is forecast to post earnings per share of AU$0.15 for next year compared to AU$0.091 last year.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to AU$3.55, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Telecom industry in Australia. Total returns to shareholders of 25% over the past three years.
Major Estimate Revision • Feb 29Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$937.9m to AU$1.02b. EPS estimate increased from AU$0.134 to AU$0.155 per share. Net income forecast to grow 131% next year vs 39% growth forecast for Telecom industry in Australia. Consensus price target up from AU$3.80 to AU$4.36. Share price rose 19% to AU$4.55 over the past week.
Price Target Changed • Feb 27Price target increased by 15% to AU$4.36Up from AU$3.80, the current price target is an average from 7 analysts. New target price is 5.2% below last closing price of AU$4.60. Stock is up 47% over the past year. The company is forecast to post earnings per share of AU$0.15 for next year compared to AU$0.091 last year.
분석 기사 • Feb 25Analysts Have Made A Financial Statement On Aussie Broadband Limited's (ASX:ABB) Half-Yearly ReportShareholders of Aussie Broadband Limited ( ASX:ABB ) will be pleased this week, given that the stock price is up 16% to...
Reported Earnings • Feb 24First half 2024 earnings released: EPS: AU$0.039 (vs AU$0.036 in 1H 2023)First half 2024 results: EPS: AU$0.039 (up from AU$0.036 in 1H 2023). Revenue: AU$445.9m (up 18% from 1H 2023). Net income: AU$9.82m (up 15% from 1H 2023). Profit margin: 2.2% (down from 2.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 23Estimating The Fair Value Of Aussie Broadband Limited (ASX:ABB)Key Insights Using the 2 Stage Free Cash Flow to Equity, Aussie Broadband fair value estimate is AU$4.55 With AU$4.53...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$4.53, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Telecom industry in Australia. Total returns to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.55 per share.
공지 • Feb 20Aussie Broadband Limited (ASX:ABB) completed the acquisition of Symbio Holdings Limited (ASX:SYM).Aussie Broadband Limited (ASX:ABB) submitted a conditional nonbinding indicative proposal to acquire Symbio Holdings Limited (ASX:SYM) for approximately AUD 270 million on September 29, 2023. Under the Indicative Proposal, Symbio shareholders would receive AUD 2.36 in cash and 0.192 Aussie Broadband shares for each Symbio share held (75% Cash and 25% Scrip Structure) as a default with the opportunity to elect a greater proportion of cash or scrip subject to a fixed cash and scrip pool. Shareholders would have the option of accepting the offer of 75 per cent in cash and the remainder in shares, or "maximise" either the cash or stock portion of the offer. As a part of acquisition, if Symbio pays a fully franked dividend of up to 35 before an acquisition is completed, the cash component of the offer would be reduced by that amount. The Indicative Proposal implies a value of AUD 3.15 per Symbio share. ABB’s intention is to fund the cash component of the transaction via a new debt facility. The transaction is subject to completion of confirmatory due diligence satisfactory to Aussie Broadband, entry into a Scheme Implementation Deed (SID) in mutually acceptable form and Unanimous recommendation from the Symbio Board and a commitment from all Symbio Directors to vote any Symbio shares they hold or control in favour of the indicative proposal. The Symbio Board has approved the proposal and recommend it to shareholders subject to entering binding documentation. King & Wood Mallesons acted as legal advisor to Symbio Holdings. Goldman Sachs Australia Pty Ltd acted as financial advisor to Aussie Broadband Limited. Moelis & Company and Moelis Australia Advisory Pty Ltd acted as financial advisor to Symbio Holdings Limited. Aussie Broadband Limited (ASX:ABB) completed the acquisition of Symbio Holdings Limited (ASX:SYM) on February 19, 2024.
공지 • Feb 07Aussie Broadband Limited to Report First Half, 2024 Results on Feb 23, 2024Aussie Broadband Limited announced that they will report first half, 2024 results on Feb 23, 2024
Board Change • Feb 02Less than half of directors are independentFollowing Non-Executive Director Sue Klose's arrival on 01 February 2024, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Richard Dammery was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Jan 19Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from AU$0.133 to AU$0.151. Revenue forecast unchanged at AU$937.9m. Net income forecast to grow 78% next year vs 19% growth forecast for Telecom industry in Australia. Consensus price target of AU$3.76 unchanged from last update. Share price was steady at AU$3.72 over the past week.
공지 • Dec 13Aussie Broadband Appoints Sue Klose as Non-Executive Director, Effective 1 February 2024Aussie Broadband announced that Sue Klose will be joining the Board as a Non-Executive Director, effective 1 February 2024. Sue brings with her a wealth of knowledge and experience across digital strategy and product development, technology transformation, and high growth businesses. Sue has previously held the roles of Chief Marketing Officer at GraysOnline and Chief Operating Officer at 12WBT, amongst a range of other senior management roles. Sue is a non-executive director of Envirosuite. She is also chair of Stride Mental Health. Sue holds a Bachelor of Science (Economics) from the Wharton School of the University of Pennsylvania and an MBA (Finance, Strategy and Marketing) from the JL Kellogg School of Management at Northwestern University.
공지 • Dec 04Aussie Broadband Limited has completed a Follow-on Equity Offering in the amount of AUD 20.000001 million.Aussie Broadband Limited has completed a Follow-on Equity Offering in the amount of AUD 20.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,633,803 Price\Range: AUD 3.55
New Risk • Nov 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (15% increase in shares outstanding). Significant insider selling over the past 3 months (AU$3.5m sold).
Buying Opportunity • Nov 04Now 25% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be AU$4.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 34% per annum over the same time period.
공지 • Nov 04Aussie Broadband Limited has filed a Follow-on Equity Offering in the amount of AUD 20 million.Aussie Broadband Limited has filed a Follow-on Equity Offering in the amount of AUD 20 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,633,803 Price\Range: AUD 3.55
공지 • Nov 03+ 1 more updateAussie Broadband Limited has completed a Follow-on Equity Offering in the amount of AUD 120 million.Aussie Broadband Limited has completed a Follow-on Equity Offering in the amount of AUD 120 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 33,802,817 Price\Range: AUD 3.55 Discount Per Security: AUD 0.115375 Transaction Features: Subsequent Direct Listing
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$4.16, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 39x in the Telecom industry in Oceania. Total returns to shareholders of 77% over the past year.
분석 기사 • Sep 17Here's Why We Think Aussie Broadband (ASX:ABB) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Recent Insider Transactions Derivative • Sep 08MD & Executive Director exercised options to buy AU$2.4m worth of stock.On the 6th of September, Phillip Britt exercised options to buy 698k shares at a strike price of around AU$1.00, costing a total of AU$698k. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. Since March 2023, Phillip's direct individual holding has decreased from 15.98m shares to 14.75m. Company insiders have collectively sold AU$2.6m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Aug 30MD & Executive Director recently sold AU$3.5m worth of stockOn the 29th of August, Phillip Britt sold around 1m shares on-market at roughly AU$3.46 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$3.3m.
분석 기사 • Aug 28Earnings Tell The Story For Aussie Broadband Limited (ASX:ABB) As Its Stock Soars 26%The Aussie Broadband Limited ( ASX:ABB ) share price has done very well over the last month, posting an excellent gain...
Reported Earnings • Aug 25Full year 2023 earnings released: EPS: AU$0.091 (vs AU$0.024 in FY 2022)Full year 2023 results: EPS: AU$0.091 (up from AU$0.024 in FY 2022). Revenue: AU$788.0m (up 44% from FY 2022). Net income: AU$21.7m (up 308% from FY 2022). Profit margin: 2.8% (up from 1.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Australia.
공지 • Aug 25Aussie Broadband Limited, Annual General Meeting, Oct 26, 2023Aussie Broadband Limited, Annual General Meeting, Oct 26, 2023.
공지 • Aug 08Aussie Broadband Limited to Report Fiscal Year 2023 Results on Aug 25, 2023Aussie Broadband Limited announced that they will report fiscal year 2023 results on Aug 25, 2023
New Risk • Jul 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$737k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Significant insider selling over the past 3 months (AU$737k sold).
Recent Insider Transactions • Apr 12MD & Executive Director recently sold AU$313k worth of stockOn the 6th of April, Phillip Britt sold around 98k shares on-market at roughly AU$3.19 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Phillip has been a net buyer over the last 12 months, purchasing a net total of AU$1.5m worth of shares.
Recent Insider Transactions • Apr 04MD & Executive Director recently bought AU$850k worth of stockOn the 31st of March, Phillip Britt bought around 269k shares on-market at roughly AU$3.16 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Phillip has been a buyer over the last 12 months, purchasing a net total of AU$1.9m worth in shares.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$3.37, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 49x in the Telecom industry in Australia. Total loss to shareholders of 33% over the past year. Simply Wall St's valuation model estimates the intrinsic value at AU$6.48 per share.
Reported Earnings • Feb 28First half 2023 earnings released: EPS: AU$0.036 (vs AU$0.007 in 1H 2022)First half 2023 results: EPS: AU$0.036 (up from AU$0.007 in 1H 2022). Revenue: AU$379.0m (up 65% from 1H 2022). Net income: AU$8.57m (up AU$7.18m from 1H 2022). Profit margin: 2.3% (up from 0.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Telecom industry in Australia.
Price Target Changed • Oct 27Price target decreased to AU$3.76Down from AU$4.25, the current price target is an average from 7 analysts. New target price is 61% above last closing price of AU$2.33. Stock is down 52% over the past year. The company is forecast to post earnings per share of AU$0.12 for next year compared to AU$0.024 last year.
공지 • Oct 21Aussie Broadband Limited Approves the Election of Michael Omeros as a DirectorAussie Broadband Limited approved the election of Mr. Michael Omeros as a Director of the company, at its AGM held on 21 October 2022.
공지 • Sep 21Aussie Broadband Limited, Annual General Meeting, Oct 21, 2022Aussie Broadband Limited, Annual General Meeting, Oct 21, 2022, at 10:30 E. Australia Standard Time. Location: KPMG offices, Tower Two, Collins Square 727 Collins Street, Docklands, VIC 3008 Morwell Victoria Australia Agenda: To consider adoption of Remuneration Report; to consider amendment to Constitution; to consider Re-Election of Ms Vicky Papachristos as a Director; to elect Mr Michael Omeros as a Director; and to transact such other business matters.
Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Richard Dammery was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 01MD & Executive Director recently bought AU$500k worth of stockOn the 30th of August, Phillip Britt bought around 184k shares on-market at roughly AU$2.72 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$8.9m.
Price Target Changed • Aug 30Price target decreased to AU$4.32Down from AU$4.74, the current price target is an average from 6 analysts. New target price is 62% above last closing price of AU$2.67. Stock is down 36% over the past year. The company is forecast to post earnings per share of AU$0.13 for next year compared to AU$0.024 last year.
Reported Earnings • Aug 30Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: AU$0.024 (up from AU$0.031 loss in FY 2021). Revenue: AU$546.9m (up 56% from FY 2021). Net income: AU$5.32m (up AU$9.82m from FY 2021). Profit margin: 1.0% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 50%, compared to a 9.1% growth forecast for the Telecom industry in Australia.
공지 • Aug 29Aussie Broadband Limited Provides Earnings Guidance for the Year 2023Aussie Broadband Limited provided earnings guidance for the year 2023. Based on current market conditions, operating plan and year to date trading, the company expects to generate revenue in the range of $800 million to $840 million in fiscal year 2023.
공지 • Aug 22Aussie Broadband Limited to Report Fiscal Year 2022 Results on Aug 29, 2022Aussie Broadband Limited announced that they will report fiscal year 2022 results on Aug 29, 2022
Price Target Changed • Aug 02Price target decreased to AU$4.82Down from AU$5.19, the current price target is an average from 5 analysts. New target price is 60% above last closing price of AU$3.01. Stock is down 2.6% over the past year. The company is forecast to post earnings per share of AU$0.062 next year compared to a net loss per share of AU$0.031 last year.
Price Target Changed • Jul 12Price target decreased to AU$5.19Down from AU$5.58, the current price target is an average from 5 analysts. New target price is 65% above last closing price of AU$3.15. Stock is up 13% over the past year. The company is forecast to post earnings per share of AU$0.062 next year compared to a net loss per share of AU$0.031 last year.
Recent Insider Transactions • May 06MD & Executive Director recently bought AU$500k worth of stockOn the 3rd of May, Phillip Britt bought around 122k shares on-market at roughly AU$4.09 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Phillip has been a net seller over the last 12 months, reducing personal holdings by AU$9.4m.
Major Estimate Revision • May 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from AU$0.06 to AU$0.05 per share. Revenue forecast steady at AU$543.3m. Net income forecast to grow 295% next year vs 50% growth forecast for Telecom industry in Australia. Consensus price target down from AU$5.99 to AU$5.72. Share price fell 28% to AU$4.01 over the past week.
