Australian Infrastructure Stock News

ASX:ALK
ASX:ALKMetals and Mining

Assessing Alkane Resources (ASX:ALK) Valuation After Major Insider Sale And High Grade Exploration Results

Alkane Resources (ASX:ALK) is back in focus after director and major shareholder Bradford Mills sold 25,000,000 shares for A$42,000,000, shortly after the company reported high grade gold and antimony exploration results. See our latest analysis for Alkane Resources. Despite the recent A$1.6 share price and short term weakness, with a 1 day share price return of 3.03% decline and a 7 day share price return of 8.57% decline, Alkane Resources still shows strong momentum when you zoom out. The...
ASX:WBC
ASX:WBCBanks

Is Westpac Banking (ASX:WBC) Still Attractive After A$41 Share Price And Mixed Valuation Signals

If you are wondering whether Westpac Banking's current share price still offers value, this article will walk through what the numbers are really saying about the stock. Westpac shares recently closed at A$41.00, with returns of a 3.6% decline over 7 days, 2.8% over 30 days, 5.3% year to date, 40.1% over 1 year and 119.3% over 5 years, which has many investors reassessing both its growth potential and risk profile. This article is part of our evergreen coverage of Westpac. It looks beyond...
ASX:EDV
ASX:EDVConsumer Retailing

A Look At Endeavour Group's Valuation After Half Year FY26 Profit Decline And Dividend Cut

Endeavour Group (ASX:EDV) has come into focus after releasing its half year FY26 results, which showed lower net profit, a reduced interim dividend and contrasting trends between its retail and hotels operations. See our latest analysis for Endeavour Group. At a share price of A$3.93, Endeavour Group has seen a 7.4% 1 month share price return and a 6.8% year to date share price return. However, its 1 year total shareholder return of 5.3% and 3 year total shareholder return of 35.7% underline...
ASX:PYC
ASX:PYCBiotechs

A Look At PYC Therapeutics (ASX:PYC) Valuation After Its Large Follow On Equity Offering

PYC Therapeutics (ASX:PYC) has completed a large follow on equity offering, raising about A$584.1 million through a rights issue and a subsequent direct listing of new ordinary shares at A$1.50. See our latest analysis for PYC Therapeutics. The equity raise follows a period of mixed share price performance, with a 1 day share price return of 1.01% and a year to date share price decline of 9.37%. At the same time, a 1 year total shareholder return of 24.88% and a 3 year total shareholder...
ASX:AUB
ASX:AUBInsurance

Should AUB Group’s Upgraded Guidance, Dividend and Equity Raise Require Action From AUB Group (ASX:AUB) Investors?

AUB Group Limited has completed a follow-on equity offering of A$10.57 million at A$23.62 per share after reporting higher half-year revenue of A$534.83 million, net income of A$35.28 million and increased earnings per share for the period ended 31 December 2025. The company coupled its profit growth with an upgraded full-year underlying NPAT guidance range of A$220 million to A$230 million, a higher fully franked interim dividend of A$0.27 per share, active acquisition plans and the...
ASX:TPG
ASX:TPGTelecom

Assessing TPG Telecom’s Valuation After Its Return To Profit And Ordinary Dividend Announcement

TPG Telecom (ASX:TPG) has just reported full year earnings and returned to a net income position of A$461 million, and also confirmed an ordinary dividend of A$0.09 per share for the half year. See our latest analysis for TPG Telecom. The earnings rebound and confirmed ordinary dividend appear to sit alongside a steady recovery in market sentiment, with a 90 day share price return of 8.60% and a 1 year total shareholder return of 32.09% pointing to momentum that has built over time rather...
ASX:XRO
ASX:XROSoftware

Assessing Xero (ASX:XRO) Valuation After A High P/E Tech Sell Rating And Sector Rotation Concerns

A recent sell call on Xero (ASX:XRO) has put the stock in focus, with the analyst pointing to sector rotation away from higher P/E technology names and the potential for further downside until confidence improves. See our latest analysis for Xero. Despite the recent sell call, Xero’s share price has shown a short term rebound, with a 1 day share price return of 4.46% and a 30 day share price return of 8.43%. However, its year to date share price return of 21.93% and 1 year total shareholder...
ASX:SLC
ASX:SLCTelecom

Superloop (ASX:SLC) Valuation Check After Origin Milestone And New Share Tranche Activation

Superloop’s Origin milestone puts wholesale growth and new share issuance in focus Superloop (ASX:SLC) has hit Milestone 4 in its six year Origin broadband contract after migrating more than 250,000 Origin subscribers onto its network, triggering additional share tranches tied to customer volumes. See our latest analysis for Superloop. Superloop’s recent Origin milestone sits alongside a strong 30 day share price return of 29.65% and a 12 month total shareholder return of 40.19%. The 3 year...
ASX:HGO
ASX:HGOMetals and Mining

Assessing Hillgrove Resources (ASX:HGO) Valuation After Its Return To Profit And Higher Annual Sales

Why Hillgrove Resources is back on investors’ radar after its 2025 results Hillgrove Resources (ASX:HGO) has drawn fresh attention after reporting full year 2025 earnings, with sales of A$167.62 million and net income of A$0.092 million, compared with a net loss a year earlier. See our latest analysis for Hillgrove Resources. Despite the earnings turnaround, the share price has been under pressure in the short term, with a 1 month share price return of a 23.21% decline and a year to date...
ASX:4DX
ASX:4DXHealthcare Services

A Look At 4DMedical’s Valuation After Wider Half Year Losses And Stable Revenue

Earnings shock puts 4DMedical’s losses in focus 4DMedical (ASX:4DX) reported half year earnings to 31 December 2025 that kept sales near A$2.85 million, while net loss widened to A$154.14 million and basic loss per share reached A$0.311. With revenue relatively unchanged from A$2.9 million a year earlier, the size of the current loss compared with A$11.28 million previously is likely to have investors focusing closely on cash use and expense trends. See our latest analysis for...
ASX:AT4
ASX:AT4Metals and Mining

American Tungsten And Antimony’s Valuation After Upcoming Tungsten Project Update Call

Upcoming call puts tungsten projects in focus American Tungsten and Antimony (ASX:AT4) has flagged a shareholder and analyst call on 25 February 2026 to outline its tungsten strategy and recent progress at projects in Utah and Nevada. The discussion will cover updates at the Dutch Mountain Tungsten Project and Processing Facility in Utah, as well as the Tennessee Mountain and Nightingale Tungsten Projects in Nevada, giving investors more detail on how these assets fit into the company’s...
ASX:CUV
ASX:CUVBiotechs

Should Clinuvel’s Softer Half-Year Earnings Shift How Investors View Its Rare Disease Strategy (ASX:CUV)?

In February 2026, Clinuvel Pharmaceuticals Limited reported half-year results to December 31, 2025, with revenue of A$40.56 million and net income of A$10.44 million, both lower than the same period a year earlier. The year-on-year drop in basic earnings per share from A$0.281 to A$0.2082 highlights pressure on profitability despite the company’s rare disease focus. We’ll now examine how this softer half-year revenue and earnings performance affects Clinuvel’s existing investment narrative...
ASX:PME
ASX:PMEHealthcare Services

How Investors Are Reacting To Pro Medicus (ASX:PME) Insider Buying And Upcoming Dividend Amid Selling Pressure

Pro Medicus recently presented at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, while co-founders Sam Hupert and Anthony Hall purchased A$3.4 million of shares on market and shareholders prepare to receive an interim dividend on March 20. Together, the insider buying and imminent cash payout highlight management’s confidence in the business and may be refocusing investors on Pro Medicus’s fundamentals despite recent technical selling pressure. With insider...
ASX:QAN
ASX:QANAirlines

Does Qantas (ASX:QAN) Using Buybacks and Dividends Recast Its Core Capital Allocation Story?

On February 26, 2026, Qantas Airways Limited announced a share repurchase program of up to A$150 million through December 31, 2026, alongside a fully franked interim dividend of A$0.198 per share following its half-year 2025 results. Taken together, the buyback and dividend signal management’s focus on returning cash to shareholders while the business remains profitable and cash-generative. Next, we’ll examine how Qantas’s new A$150 million buyback could reshape the company’s existing...
ASX:NXT
ASX:NXTIT

Assessing NEXTDC (ASX:NXT) Valuation After Half Year 2025 Results And Narrower Net Loss

What triggered the latest focus on NEXTDC? NEXTDC (ASX:NXT) has come into focus after reporting half year results to 31 December 2025, with a net loss of A$39.35 million compared with A$42.67 million in the prior comparable period. See our latest analysis for NEXTDC. The half year result landed alongside a 1-day share price return of 1.86% and a 30-day share price return of 6.54%, while the 1-year total shareholder return is 2.78% and the 3-year total shareholder return sits at 36.73%. This...
ASX:SDF
ASX:SDFInsurance

Assessing Steadfast Group (ASX:SDF) Valuation After Strong Half Year Profit And Higher Fully Franked Dividend

Steadfast Group (ASX:SDF) has come into focus after reporting half year net income of A$127 million versus A$106.4 million a year earlier, alongside declaring a fully franked interim dividend of A$0.082 per share. See our latest analysis for Steadfast Group. Despite the stronger half year earnings, Steadfast Group’s recent share price performance has been weaker, with a 30 day share price return of 13% and a year to date share price return of 18.23%, while the 5 year total shareholder return...
ASX:PXA
ASX:PXAReal Estate

Assessing PEXA Group (ASX:PXA) Valuation After Half Year Results Show Higher Sales And Reduced Net Loss

Half year result puts PEXA Group in focus PEXA Group (ASX:PXA) has drawn fresh attention after releasing half year results to 31 December 2025, with sales of A$215.28 million and a reduced net loss of A$14.27 million. See our latest analysis for PEXA Group. The half year update appears to have come at a time when sentiment was already firming, with the share price at A$15.92 after a 20.15% 30 day share price return and a 37.24% 1 year total shareholder return. This suggests momentum has been...
ASX:WTC
ASX:WTCSoftware

WiseTech Global (ASX:WTC) Is Up 10.9% After Reaffirming FY26 Revenue Guidance And Dividend Payout - Has The Bull Case Changed?

WiseTech Global Limited recently reported past half-year results to December 31, 2025, with sales rising to US$672,000,000 while net income eased to US$68,100,000, and reaffirmed its fiscal 2026 revenue guidance range of US$1.39 billion to US$1.44 billion. The company also declared an estimated fully franked ordinary dividend of US$0.068 per share for the period, signalling confidence in its cash generation despite lower earnings per share. We’ll now examine how WiseTech’s reaffirmed fiscal...
ASX:CYL
ASX:CYLMetals and Mining

Is Catalyst Metals’ (ASX:CYL) Stronger Half-Year Earnings Reshaping Its Core Investment Narrative?

Catalyst Metals Limited has released its half-year results for the period ended 31 December 2025, reporting sales of A$267.85 million and net income of A$59.7 million, both higher than a year earlier. The uplift in both basic and diluted earnings per share suggests the company converted its stronger revenue base into improved profitability for shareholders. We will now examine how this earnings-driven improvement in profitability shapes Catalyst Metals’ investment narrative for...
ASX:REH
ASX:REHTrade Distributors

Do Reece’s New FY26 EBIT Targets And Insider Buying Reframe Its Earnings Story (ASX:REH)?

Reece Limited has recently reported half-year earnings for the period ended December 31, 2025, with net income of A$144.21 million and fully franked dividends of A$0.0544 per share declared and paid on April 1, 2026, alongside new full-year FY26 EBIT guidance of A$520–A$540 million. Adding to these updates, director Angela Mentis increased her indirect holding to 12,800 shares via an on-market purchase, highlighting closer alignment between board and shareholder interests at a time of softer...
ASX:REA
ASX:REAInteractive Media and Services

Assessing REA Group’s Valuation As Ongoing Share Buy-Back Reshapes Capital Structure

REA Group (ASX:REA) has updated the market on its ongoing on market buy back of ordinary shares, with more than 110,000 shares repurchased as the company continues to adjust its capital structure. See our latest analysis for REA Group. At A$174.01, REA Group’s recent 1 day share price return of 4.89% and 7 day share price return of 4.58% sit against a 90 day share price decline of 8.54% and a 1 year total shareholder return of 27.23% in the red. This points to short term momentum after a...
ASX:SRG
ASX:SRGConstruction

A Look At SRG Global’s Valuation As It Joins The S&P/ASX 200 Index

SRG Global’s index promotion and what it means for investors SRG Global (ASX:SRG) is set to join the S&P/ASX 200 in the March 2026 quarterly rebalance. This move puts the engineering and mining contractor alongside larger resource focused Australian names. For you as an investor, this index inclusion matters because it can affect who holds the stock and how easily it trades, particularly as more institutional funds track or benchmark against the S&P/ASX 200. See our latest analysis for SRG...
ASX:TLX
ASX:TLXBiotechs

Assessing Telix Pharmaceuticals (ASX:TLX) Valuation After New AI Collaboration In Prostate Cancer Imaging

Telix Pharmaceuticals (ASX:TLX) has drawn fresh attention after announcing a collaboration with University Hospital Essen to apply artificial intelligence to the large PROMISE-PET registry for PSMA-PET imaging in prostate cancer. See our latest analysis for Telix Pharmaceuticals. The new AI collaboration comes after a period of mixed performance, with Telix’s 1-day share price return of 6.54% and 7-day return of 7.50% contrasting with a 90-day share price decline of 27.41% and a 1-year total...
ASX:SNL
ASX:SNLRetail Distributors

How Investors Are Reacting To Supply Network (ASX:SNL) Rising Sales And Higher Half-Year Earnings Per Share

Supply Network Limited recently reported half-year results to 31 December 2025, with sales rising to A$200.14 million and net income reaching A$22.86 million compared with the prior year period. The company’s higher basic earnings per share from continuing operations, moving to A$0.5243 from A$0.4621, highlights improved profitability per share over the half year. With Supply Network posting higher sales and earnings per share, we’ll now examine how this performance shapes the company’s...