Australian Communications Stock News

ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation In Focus As Ryoncil Data And New Trial Plan Signal Clinical Momentum

Mesoblast (ASX:MSB) has presented new clinical data for Ryoncil to transplant specialists, reporting consistently high survival outcomes in steroid refractory acute graft versus host disease across multiple patient groups. See our latest analysis for Mesoblast. The latest Ryoncil data arrives after a mixed price run, with Mesoblast’s 90 day share price return of 4.76% contrasting with a 12.64% decline year to date and a three year total shareholder return of 164.49%. This suggests long term...
ASX:WOW
ASX:WOWConsumer Retailing

Should Regulatory Scrutiny of Pricing and Legal Challenges Require Action From Woolworths Group (ASX:WOW) Investors?

In recent days, Woolworths Group has come under increased scrutiny ahead of its late-February half-year results, with attention on food retail performance, margin trends, operational upgrades, and ongoing legal challenges in Australia. This combination of operational efficiency initiatives, pricing scrutiny, and regulatory actions is shaping how investors reassess Woolworths’ role within the Australian retail sector. We’ll now examine how regulatory scrutiny over pricing claims and related...
ASX:NAB
ASX:NABBanks

NAB (ASX:NAB) Net Interest Margin Lift To 1.8% Tests Bullish Narratives

National Australia Bank (ASX:NAB) has kicked off Q1 2026 with a net interest margin of 1.8%, following a 2025 financial year where trailing twelve month revenue was A$20.0 billion and EPS was A$2.22. Over recent quarters, the bank has reported revenue in a range of A$4.90 billion to A$5.21 billion per quarter and quarterly EPS of around A$0.51 to A$0.57, giving investors a clearer view of how earnings are tracking into the new year. With a trailing net profit margin of 33.9%, this update puts...
ASX:SHA
ASX:SHAConstruction

SHAPE Australia H1 2026 Earnings Growth Reinforces Bullish Narratives Despite Thin 2.2% Margin

SHAPE Australia (ASX:SHA) has backed up its latest H1 2026 result with a solid recent track record, with H2 2025 revenue at A$477.9 million and basic EPS of A$0.14, alongside trailing twelve month revenue of A$956.9 million and EPS of A$0.26. The company has seen revenue move from A$423.7 million in H2 2024 to A$478.9 million in H1 2025 and A$477.9 million in H2 2025, while basic EPS has shifted from A$0.10 to A$0.11 and then A$0.14 over the same periods. This gives investors a clear view of...
ASX:CU6
ASX:CU6Pharmaceuticals

Why Clarity Pharmaceuticals (ASX:CU6) Is Up 14.5% After Standout Phase II PSMA Imaging Results

Clarity Pharmaceuticals recently announced that an abstract from its Co-PSMA Phase II investigator-initiated trial of 64Cu-SAR-bisPSMA has been accepted for oral presentation at the EAU Congress 2026, highlighting data from multiple studies including COBRA, PROPELLER and SECuRE. The trial results indicated that 64Cu-SAR-bisPSMA more than doubled the number of prostate cancer lesions detected per patient versus standard-of-care imaging, with management plans altered in 44% of participants...
ASX:HSN
ASX:HSNSoftware

Hansen Technologies (ASX:HSN) Margin Rebound To 11% Tests Bearish Earnings Narratives

Hansen Technologies (ASX:HSN) has backed up its H1 2026 earnings release with a clear lift in the recent run of numbers, with H2 2025 revenue at A$214.2 million, basic EPS of A$0.25 and net income of A$43.3 million. The latest trailing 12 month figures point to net profit margins of 11% compared with 6% a year earlier and earnings growth of 105.7% over the same period. The company has seen revenue move from A$185.2 million in H2 2024 to A$178.3 million in H1 2025 and then A$214.2 million in...
ASX:SHL
ASX:SHLHealthcare

Sonic Healthcare (ASX:SHL) Is Up 8.0% After Rebounding Half-Year Profitability Is The Bull Case Changing?

Sonic Healthcare Limited has reported its half-year 2025 results for the period to 31 December 2025, with sales rising to A$5,445.04 million and net income increasing to A$262.49 million, lifting both basic and diluted earnings per share from continuing operations. This marks a shift after a period of weaker profitability, as the company converted higher revenue into improved earnings per share while maintaining consistency between basic and diluted results. We’ll examine how this rebound in...
ASX:SEC
ASX:SECCapital Markets

Spheria Emerging Companies (ASX:SEC) Margin Strength Challenges Mixed Valuation Narratives

Spheria Emerging Companies (ASX:SEC) has put solid numbers on the board for H2 2025, with revenue of A$7.64 million and net income of A$5.6 million translating into basic EPS of A$0.09. The company has seen revenue move from A$1.71 million in H2 2024, when it booked a net income loss of A$1.06 million and EPS of A$0.02 loss, to A$16.61 million in H1 2025 with net income of A$10.80 million and EPS of A$0.18, before settling at the latest half’s levels. For investors, that progression sets the...
ASX:AFI
ASX:AFICapital Markets

Is AFIC’s H1 2026 Portfolio Shift Quietly Redefining Its Income Strategy (ASX:AFI)?

Australian Foundation Investment Company Limited reported its H1 2026 results on 16 February 2026, outlining portfolio performance, income trends and capital management updates during its earnings call. The call gave investors fresh insight into how the listed investment company is positioning its portfolio in response to evolving market conditions and dividend flows. We’ll now examine how the H1 2026 earnings call, particularly its discussion of portfolio positioning, may shape Australian...
ASX:XRF
ASX:XRFMachinery

XRF Scientific (ASX:XRF) Net Margin At 17.5% Tests Valuation Premium Narrative

XRF Scientific (ASX:XRF) has just put fresh numbers on the table, with H1 2026 results sitting against a backdrop where revenue in H2 2025 was A$30.7 million and basic EPS was A$0.038, alongside trailing twelve month revenue of A$59.4 million and EPS of A$0.074. Over the past few halves the company has seen revenue move from A$31.5 million in H2 2024 to A$28.7 million in H1 2025 and A$30.7 million in H2 2025, while basic EPS has ranged from A$0.0319 to A$0.038. This sets up a story where...
ASX:C79
ASX:C79Professional Services

Chrysos (ASX:C79) Loss Widening Tests Bullish Profitability And Growth Narratives

Chrysos (ASX:C79) has just posted its H1 2026 numbers, with the latest half-year profile shaped by prior period revenue of A$37.0 million and a basic EPS loss of A$0.0486, against a current share price of A$8.03. The company has seen revenue move from A$26.4 million in H2 2024 to A$29.1 million in H1 2025 and then A$37.0 million in H2 2025, while basic EPS shifted from a profit of A$0.0209 in H2 2024 to losses of A$0.0227 and A$0.0486 in the following halves, creating a picture in which top...
ASX:BFG
ASX:BFGCapital Markets

Bell Financial Group (ASX:BFG) Margin Compression Reinforces Bearish Earnings Narratives

Bell Financial Group (ASX:BFG) has opened FY 2025 with first half revenue of A$110.3 million and basic EPS of A$0.029, setting a cautious tone around profitability. The company has seen revenue move from A$126.6 million and EPS of A$0.052 in the first half of FY 2024 to A$125.9 million and EPS of A$0.044 in the second half, while trailing twelve month revenue sits at A$236.2 million with EPS of A$0.073. This puts the current 9.9% net margin and five year 15.6% annual earnings decline front...
ASX:RRL
ASX:RRLMetals and Mining

What Regis Resources (ASX:RRL)'s Surging Half-Year Profit Means For Shareholders

Regis Resources Limited has reported past half-year results to 31 December 2025, with sales rising to A$1,088.05 million and net income to A$322.75 million, sharply higher than the prior period. The surge in basic earnings per share from continuing operations to A$0.426, up from A$0.117 a year earlier, highlights a substantial uplift in profitability over the half year. With this sharp earnings improvement now on the table, we’ll explore how the stronger profit base may influence Regis...
ASX:SMI
ASX:SMIMetals and Mining

Why Santana Minerals (ASX:SMI) Is Down 12.3% After A$130m Equity Raise For Bendigo Ophir Project

Earlier in February 2026, Santana Minerals Limited announced firm commitments for an A$130,000,000 follow-on equity offering at A$0.90 per share, issuing more than 144 million new ordinary shares at a small discount to fund its Bendigo Ophir Gold Project and broader exploration work. A key backdrop to this capital raise is the company’s recently declared extensional Exploration Target at the Rise & Shine deposit, which outlines additional potential mineralisation supported by step-out...
ASX:IFL
ASX:IFLCapital Markets

What Insignia Financial (ASX:IFL)'s Return to Half-Year Profitability Means For Shareholders

Insignia Financial Ltd. reported half-year results for the period ended 31 December 2025, with sales of A$830 million and net income of A$78.8 million, compared with sales of A$769.9 million and a net loss of A$16.8 million a year earlier. This shift from loss to profit, alongside basic earnings per share from continuing operations improving from a A$0.025 loss to A$0.118 profit, highlights a meaningful turnaround in operating performance. We’ll now examine how Insignia’s return to...
ASX:TLX
ASX:TLXBiotechs

A Look At Telix Pharmaceuticals (ASX:TLX) Valuation After Its European Filing For Glioma Imaging Agent TLX101-Px

Telix Pharmaceuticals (ASX:TLX) has lodged a marketing authorization application in Europe for TLX101-Px, an 18F-FET PET imaging agent for glioma. The company is targeting broader access and more consistent diagnostic quality across major markets. See our latest analysis for Telix Pharmaceuticals. Telix’s A$8.88 share price comes after a 1-day share price return of 0.45%, but a 30-day share price return decline of 21.28% and a 1-year total shareholder return decline of 66.89%, suggesting...
ASX:ZIP
ASX:ZIPConsumer Finance

Examining Zip Co (ASX:ZIP) Valuation After New Brand Platform And Product Rollout

Zip Co (ASX:ZIP) has put brand and product in the spotlight by launching its new "In You We Trust" platform alongside the "You Trust Me?" national campaign, as well as updated app features and new payment constructs. See our latest analysis for Zip Co. These product launches arrive after a mixed price backdrop, with an 8.05% 1 day share price return to A$2.82 and a year to date share price return of 15.82% decline. The 3 year total shareholder return remains very large, suggesting longer term...
ASX:STO
ASX:STOOil and Gas

How Investors May Respond To Santos (ASX:STO) Profit Drop, Job Cuts And Steady Guidance

Santos Limited reported full-year 2025 net income of US$818 million, down from US$1,224 million a year earlier, affirmed a US$0.103 per-share final dividend for the half-year to December 31, 2025, and outlined plans to reduce its workforce by about 10% as major projects move into steady-state operations. Alongside confirming unchanged 2026 production and sales guidance, Santos is tightening its cost base through headcount cuts while continuing to return cash to shareholders via...
ASX:BTR
ASX:BTRMetals and Mining

Assessing Brightstar Resources (ASX:BTR) Valuation After New EPC Appointment For Goldfields Processing Plant

Brightstar Resources (ASX:BTR) has come into focus after appointing GR Engineering Services as preferred EPC contractor for its planned Goldfields processing plant, a key step toward locking in cost and schedule parameters. See our latest analysis for Brightstar Resources. That EPC appointment comes as momentum in Brightstar’s shares has been mixed, with a 1 day share price return of 5.94% and a 90 day share price return of 17.58% contrasting with a 1 year total shareholder return decline of...
ASX:MFG
ASX:MFGCapital Markets

Magellan Financial Group (ASX:MFG) Is Up 5.3% After Raising Dividends Despite Lower Profit - Has The Bull Case Changed?

Magellan Financial Group reported half-year 2025 results showing revenue of A$121.05 million and net income of A$68.94 million, both lower than a year earlier, while basic earnings per share from continuing operations eased to A$0.403. Despite softer revenue and profit, Magellan lifted its dividend, grew income from partnerships such as Barrenjoey Capital Partners, and maintained a debt-free balance sheet, underlining a shift toward external investment income as support for shareholder...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Valuation Check As Costs Rise And Dividend Is Cut

Fortescue shares react to rising costs and dividend cut Fortescue (ASX:FMG) has drawn investor attention after higher production costs, analyst downgrades, softer iron ore prices, and a 44% dividend cut prompted a month long share price correction. See our latest analysis for Fortescue. Despite recent pressure, with a 30 day share price return of 9.78% and a year to date share price return of 8.76% in decline, Fortescue still has a 1 year total shareholder return of 10.25%. This suggests...
ASX:ORA
ASX:ORAPackaging

How Orora’s A$270 Million Buyback and Profit Swing Will Impact Orora (ASX:ORA) Investors

In February 2026, Orora Limited (ASX:ORA) announced a new share repurchase program of up to 123,378,429 shares, or 10% of its issued capital, for capital management purposes, following the release of its half-year 2026 results showing sales of A$1,127.6 million and net income of A$58.9 million. This combination of higher sales, a very large year-on-year swing in reported profit, and a fresh buyback authorization underlines how Orora is reshaping its balance sheet and earnings profile after...
ASX:IPG
ASX:IPGTrade Distributors

ASX Penny Stocks To Watch: Centrepoint Alliance And 2 More Hidden Opportunities

As the Australian market navigates a busy reporting day with major companies revealing their financial results, there's an optimistic outlook buoyed by positive movements in global markets. The term 'penny stocks' might seem outdated, but these smaller or newer companies still offer intriguing opportunities for investors seeking value and growth potential. By focusing on those with solid financials and clear growth trajectories, penny stocks can present hidden opportunities worth exploring.
ASX:IGO
ASX:IGOMetals and Mining

How Investors Are Reacting To IGO (ASX:IGO) Lower Revenue But Narrowing Losses In Half-Year Results

IGO Limited has released its half-year results to December 31, 2025, reporting sales of A$194.1 million versus A$284.0 million a year earlier, and a net loss of A$34.1 million compared with a very large loss previously. While revenue contracted, the sharp reduction in basic loss per share from A$1.0328 to A$0.045 suggests meaningful progress in limiting financial losses. We will now examine how IGO’s lower sales but much smaller loss shape the company’s investment narrative over the coming...