Australian IT Stock News

ASX:BAP
ASX:BAPRetail Distributors

Bapcor (ASX:BAP) Is Down 30.7% After Cutting FY26 EBITDA Guidance Amid Rising Fuel And Freight Costs

Bapcor recently cut its FY26 underlying EBITDA guidance to a range of A$144 million to A$150 million, citing deteriorating trading conditions driven by the Middle East conflict, higher fuel, freight and supplier costs, rising interest rates, and currency headwinds in New Zealand. This revision comes even as all business segments have returned to positive sales growth under the new CEO and early turnaround initiatives are beginning to show operational progress, highlighting how external...
ASX:WDS
ASX:WDSOil and Gas

How Tighter LNG Supply and Equus Progress At Woodside (ASX:WDS) Has Changed Its Investment Story

In recent days, Woodside Energy Group has benefited from stronger sentiment toward Australian LNG exporters after reduced Qatari gas supply following the Hormuz Strait closure, while insider selling and valuation metrics signal caution among some market observers. Progress on the Equus Gas Project, which plans to supply around 5% of Western Australia’s domestic gas demand via Woodside’s Pluto facility, highlights how third-party developments can enhance the utilisation and perceived value of...
ASX:CPU
ASX:CPUProfessional Services

How Reaffirmed FY26 EPS Guidance At Computershare (ASX:CPU) Has Changed Its Investment Story

Earlier this month, Computershare Limited reaffirmed its Fiscal Year 2026 guidance, forecasting Management Earnings Per Share of about 144 cents, implying around 6% growth on the prior comparable period. This confirmation of earnings expectations underpins management’s confidence in operational performance, offering investors clearer visibility on the company’s near‑term profit outlook. We’ll now examine how reaffirming FY26 Management EPS guidance around 144 cents per share may reshape...
ASX:VNT
ASX:VNTConstruction

Ventia Services Group (ASX:VNT) Valuation Check After New A$340 Million Victorian Road Contracts

Why Ventia’s new Victorian road contracts matter for investors Ventia Services Group (ASX:VNT) has secured Victorian road maintenance contracts in the Grampians and Eastern metropolitan regions, with an estimated combined value of about A$340 million over a four year base term. The agreements cover routine and planned maintenance, inspections, emergency response and minor capital works on arterial roads, adding a sizeable, long duration set of projects to Ventia’s infrastructure services...
ASX:FMG
ASX:FMGMetals and Mining

Why Fortescue (ASX:FMG) Is Up 6.3% After Record A$150m Native Title Compensation Ruling

The Federal Court of Australia has previously ordered Fortescue to pay A$150.1 million in compensation to the Yindjibarndi Ngurra Aboriginal Corporation for cultural and economic loss linked to its Solomon Hub iron ore operations and the destruction of more than 140 heritage sites. This record native title compensation ruling highlights growing legal, social and operational scrutiny on how mining companies use traditional lands without prior agreement. We’ll now examine how this record...
ASX:DNL
ASX:DNLChemicals

Dyno Nobel (ASX:DNL) Is Up 9.9% After Earnings Lift And Fertilizer Split Completion - Has The Bull Case Changed?

In May 2026, Dyno Nobel Limited reported past half-year results to March 31 showing sales of A$1,609.8 million and net income of A$19.9 million, with basic earnings per share from continuing operations rising to A$0.081. The earnings update highlighted the completed separation of the fertilizers business and strong North American explosives performance, underlining Dyno Nobel’s sharpened focus as a pure-play explosives operator. Next, we’ll examine how this sharper explosives focus and...
ASX:TLX
ASX:TLXBiotechs

New Kidney and Brain Imaging Data Might Change The Case For Investing In Telix (ASX:TLX)

In early May 2026, Telix Pharmaceuticals reported new independent Phase 3 ZIRCON analyses in European Urology showing TLX250-Px PET/CT may predict malignancy across a broad range of renal cancer subtypes, alongside progress of its glioma imaging candidate TLX101-Px with a validated European marketing authorization application now under active review. These updates highlight how Telix’s radiopharmaceutical imaging portfolio could extend beyond clear cell kidney cancer into non-clear cell...
ASX:S32
ASX:S32Metals and Mining

Assessing South32 (ASX:S32) Valuation After Its Recent Global Metals And Mining Conference Appearance

Conference spotlight and why South32 is on investor radars South32 (ASX:S32) stepped into the spotlight at the Bank of America Global Metals, Mining & Steel Conference in Miami, where CEO Graham Kerr outlined the company’s position and priorities for investors. See our latest analysis for South32. South32’s A$4.44 share price comes after a 5.97% gain over the past week, even though the 30 day share price return is down 4.93%. Meanwhile, the 1 year total shareholder return of 53.11% suggests...
ASX:KPO
ASX:KPORenewable Energy

3 ASX Penny Stocks With Market Caps Under A$200M To Watch

The Australian market is experiencing a mixed performance, with recent fluctuations influenced by global events such as rising oil prices and geopolitical tensions. Despite these challenges, the allure of penny stocks remains strong for investors seeking opportunities in smaller or newer companies. Although the term 'penny stock' might seem outdated, these stocks can offer affordability and growth potential when backed by solid financials.
ASX:CBO
ASX:CBOFood

A Look At Cobram Estate Olives (ASX:CBO) Valuation As It Expands Premium Olive Oil Production In The US

Cobram Estate Olives (ASX:CBO) is drawing investor attention after stepping up production expansion and brand and distribution investment in the United States, targeting premium olive oil demand as European suppliers face ongoing constraints. See our latest analysis for Cobram Estate Olives. The recent production and branding push in the United States comes as momentum in the stock has picked up again, with a 21.15% 90 day share price return and a 226.01% three year total shareholder return...
ASX:EQR
ASX:EQRMetals and Mining

EQ Resources (ASX:EQR) Valuation Check As Tungsten Expansion Targets Global Supply Gaps

EQ Resources (ASX:EQR) is back on investor radars after expanding its tungsten mining operations in Australia and Spain to address global shortages, which is drawing fresh attention to its role in critical minerals supply chains. See our latest analysis for EQ Resources. EQ Resources’ share price has been volatile, with a 5.77% 7 day share price gain and a 34.15% 90 day share price return sitting alongside a 30 day share price decline of 17.91%. However, the very large 1 year total...
ASX:PDN
ASX:PDNOil and Gas

A Look At Paladin Energy’s Valuation As Earnings Swing Back To Profitability

Why Paladin Energy’s latest earnings have caught investor attention Paladin Energy (ASX:PDN) has drawn fresh interest after reporting third quarter results that moved from a loss to a small profit, alongside higher sales and a similar shift to net income over the nine month period. See our latest analysis for Paladin Energy. Despite the earnings turnaround, Paladin Energy’s recent share price return has come under pressure, with the stock down 16.92% over the past week and 18.56% over the...
ASX:ALQ
ASX:ALQProfessional Services

Assessing ALS (ASX:ALQ) Valuation After May 2026 Cyber Security Incident

ALS cyber incident puts spotlight on ASX:ALQ stock ALS (ASX:ALQ) is back in focus after a May 2026 cyber security incident that caused temporary operational disruption, with most systems now restored as the company works with specialists and regulators. See our latest analysis for ALS. The cyber incident arrives after a mixed stretch for the stock, with the 1-day share price return up 2.25% to A$22.27, the 90-day share price return down 7.29%, and the 5-year total shareholder return at...
ASX:GPT
ASX:GPTREITs

Charlestown Square Partnership And Retail Alliance Might Change The Case For Investing In GPT Group (ASX:GPT)

In early May 2026, GPT Group confirmed its FY26 distribution guidance of 24.5 cents per security and moved to sell a half interest in Charlestown Square in the Hunter Region as part of a A$450 million capital transaction. At the same time, GPT raised A$610 million for its retail wholesale property fund and entered an alliance with the Perron Group, signalling a broader reshaping of its retail portfolio and co-investment model. Next, we’ll examine how the A$450 million Charlestown Square...
ASX:WDS
ASX:WDSOil and Gas

Is It Too Late To Consider Woodside Energy Group (ASX:WDS) After Its Strong Share Price Run?

If you are asking whether Woodside Energy Group at A$30.62 is still offering value or if the easy gains are already behind it, you are exactly the kind of investor this breakdown is for. The stock is up 29.4% year to date and 48.1% over the past year, even though it has fallen 9.8% over the last month and moved just 0.4% over the last week. Recent headlines around Woodside have focused on its position as a large Australian energy producer, its exposure to global commodity markets, and how...
ASX:ARU
ASX:ARUMetals and Mining

Arafura Rare Earths (ASX:ARU) Is Down 5.6% After New US Offtake And A$200m Funding Deal – Has The Bull Case Changed?

Arafura Rare Earths recently signed a binding offtake term sheet with Traxys North America to supply 500 tonnes per year of NdPr oxide and 7.5 tonnes per year of DyTb oxide from the Nolans Project over five years, alongside progressing a planned issue of up to 200 convertible notes and securing A$200 million in convertible funding from the National Reconstruction Fund Corporation. This combination of new offtake coverage into the US market and additional government-backed financing support...
ASX:RSG
ASX:RSGMetals and Mining

Resolute Mining (ASX:RSG) Is Up 6.7% After ABC Scoping Study Highlights Conceptual Cash Flow Potential – Has The Bull Case Changed?

Resolute Mining Limited recently released a Scoping Study for its ABC Project in Côte d’Ivoire, outlining a potential 12-year open-pit operation producing about 141 koz of gold per year at an all-in sustaining cost of US$1,614/oz, with upfront capital of US$648 million and a conventional 7.0 Mtpa carbon-in-leach plant. An interesting aspect is that the Study’s robust economics, including a post-tax net present value at 5% of US$1.18 billion at a US$3,500/oz gold price, are entirely based on...