Australian IT Stock News

ASX:STO
ASX:STOOil and Gas

Santos (ASX:STO) After The Board Appointment That Put Valuation Back In Focus

Santos (ASX:STO) has drawn fresh interest after announcing the appointment of Ms. Kate Vidgen as an independent Non-Executive Director. This governance change puts board composition and future decision making in focus for investors. See our latest analysis for Santos. At a share price of A$7.14, Santos has a 1 day share price return of 1.42%, while the 30 day share price return is down 9.51%, and the 1 year total shareholder return is down 2.30%. This suggests recent momentum has softened...
ASX:TLX
ASX:TLXBiotechs

Telix Pharmaceuticals Stock And Two Australian Insider Led Growth Plays

With inflation indicators mixed, central banks cautious on rates, and sector performance split between stronger services and softer manufacturing, many investors are looking for individual stocks that combine clear growth stories with management teams that have real skin in the game. The Fast Growing Stocks With High Insider Ownership screener focuses on companies where growth expectations from analysts and management line up, and insiders hold meaningful stakes. That combination can help you...
ASX:WTC
ASX:WTCSoftware

Xero Stock And 2 Cash Flow Picks Trading Below Estimated Value

Global markets are sending mixed signals, from record current account surpluses in China to softer retail and housing data in developed economies, which keeps many stocks out of favor even when their cash generation looks appealing. That is where the Undervalued Stocks Based On Cash Flows screener can help by highlighting companies where SWS DCF valuation suggests the share price does not fully reflect their cash flow potential. For investors who care about what a business earns in cash...
ASX:NST
ASX:NSTMetals and Mining

Elliott’s A$1 Billion Activist Stake And Buyback Tension Could Be A Game Changer For Northern Star Resources (ASX:NST)

Northern Star Resources has recently come under pressure after Elliott Investment Management disclosed an investment of over A$1.00 billion, calling for a board overhaul and strategic review, while the company pushed ahead with a A$500.00 million share buyback that may reach its share cap before exhausting the authorised cash. This combination of activist demands, capital returns and leadership transition has turned Northern Star into a key test case for how large gold producers balance...
ASX:WDS
ASX:WDSOil and Gas

Is Woodside Energy Group (ASX:WDS) Undervalued As Alcoa Deal And Scarborough Progress Lift Interest?

Interest in Woodside Energy Group (ASX:WDS) has picked up after its new Western Australian gas supply agreement with Alcoa and progress updates on the Scarborough offshore gas project, prompting investors to reassess the stock. See our latest analysis for Woodside Energy Group. The recent supply deal and Scarborough progress come against a mixed price backdrop, with the A$27.65 share price giving a year to date share price return of 16.86% but a 90 day share price return that is down 19.79%...
ASX:LIN
ASX:LINMetals and Mining

Is Lindian Resources’ (ASX:LIN) Singapore Pivot Reframing Its Global Rare Earths Strategy?

Lindian Resources has opened a regional office in Singapore to bring its international sales, marketing and logistics for rare earth products in-house, following the end of a third-party trading agreement. This move gives Lindian direct control over customer relationships and commercial terms while seeking to optimise its global corporate and tax structure as its operations expand. We’ll now examine how consolidating global marketing in Singapore shapes Lindian Resources’ investment...
ASX:WGX
ASX:WGXMetals and Mining

ASX Mining Stocks With Strong Earnings Growth And Healthier Balance Sheets

With inflation trends, interest rates and global trade all pulling markets in different directions, many investors are looking for companies where analysts still see clear earnings growth potential and balance sheets that can support that growth. The Healthy high growth potential screener does exactly that by filtering for stocks where analysts expect strong earnings expansion over the next 3 years and that also sit in an acceptable financial position. In this article, you will see 3 stocks...
ASX:ANN
ASX:ANNMedical Equipment

Does Ansell’s New Global-Focus CFO Appointment Reframe Its Long-Term Capital Strategy Story (ASX:ANN)?

Ansell Limited has appointed Erik Van den Enden as Chief Financial Officer, effective 1 September 2026, bringing nearly two decades of global finance leadership across consumer goods, telecommunications, and infrastructure, and he will be based in the company’s Brussels office and engaged via his Belgian management services company. This appointment marks a significant refresh of Ansell’s financial leadership bench, adding deep international M&A and finance transformation experience at a...
ASX:MGR
ASX:MGRREITs

Mirvac Group (ASX:MGR) Could Be 24% Undervalued After Its Interim Dividend Update

Dividend details and key dates for Mirvac Group investors Mirvac Group (ASX:MGR) has declared an unfranked interim dividend of A$0.048 per share for the six months to June 30, 2026, a decision that directly affects income focused holders. The dividend is scheduled to be paid on August 31, 2026, to investors on the register as of the June 30 record date, with shares trading ex dividend from June 29. See our latest analysis for Mirvac Group. Mirvac Group's recent income announcement comes after...
ASX:TCL
ASX:TCLInfrastructure

Transurban Group (ASX:TCL) Could Be 19% Undervalued As Distribution And Project News Land

What the new distribution and project milestone mean for Transurban investors Transurban Group (ASX:TCL) has drawn fresh attention after announcing a 35.0 cent distribution per stapled security for the six months to 30 June 2026, alongside completing the M7 M12 Integration Project in Western Sydney. See our latest analysis for Transurban Group. Following the distribution announcement and the completion of the M7 M12 Integration Project, Transurban Group’s recent 30 day share price return of...
ASX:VEE
ASX:VEEMachinery

Aerospace And Satellite Technology Stocks Linked To SpaceX Index Buying

The pending addition of SpaceX to the Nasdaq-100 has put fresh attention on aerospace and satellite technology stocks, as index trackers like Invesco QQQ Trust prepare to buy SpaceX shares and potentially reshape flows across the sector. For investors, that kind of benchmark shift can change how capital is distributed, which may affect everything from liquidity to valuation for companies exposed to the same theme. This article walks through 3 stocks from the Aerospace and Satellite Technology...
ASX:HUB
ASX:HUBCapital Markets

HUB24 Stock And 2 Australian Investment Platform Shares for Long Term Savings Trends

Consumers taking a harder look at discretionary spending, and the opportunity cost of holidays or luxury goods versus long term investing, could quietly reshape where money flows next. If more income is directed into equity and savings products, asset managers and investment platforms may see stronger interest in their funds and tax efficient solutions, even as some travel, leisure, and luxury stocks face pressure on earnings. This article examines that potential shift and introduces 3 stocks...
ASX:AIS
ASX:AISMetals and Mining

Is Aeris Resources’ (ASX:AIS) Copper Expansion Reshaping Its Core Investment Story in Electrification Metals?

In recent months, Aeris Resources has expanded its copper footprint in New South Wales and consolidated assets in the Cobar region, reinforcing its position as an established Australian mid-tier producer of copper and gold anchored by the Tritton and Cracow operations. This copper-focused expansion, supported by analyst attention on the company’s project pipeline and operational delivery, highlights how Aeris is aligning its portfolio with metals essential for electrification and renewable...
ASX:PRU
ASX:PRUMetals and Mining

Perseus Mining (ASX:PRU) Could Be 35% Undervalued Following Profit And Buyback Boost

Perseus Mining (ASX:PRU) has drawn fresh attention after increasing its equity buyback authorization by A$50 million to A$150 million, following a half year net profit of US$185.5 million. See our latest analysis for Perseus Mining. At a share price of A$5.15, Perseus Mining has seen a 1 day share price return of 3.62%. The 7 day and 30 day share price returns have slipped, yet the 1 year total shareholder return of 56.44% and 5 year total shareholder return of 276.18% point to momentum that...
ASX:FMG
ASX:FMGMetals and Mining

How Investors May Respond To Fortescue (ASX:FMG) Chartering Ammonia-Capable Vessels For Lower-Carbon Shipping

CMB.TECH NV and Fortescue recently announced a milestone charter deal for up to 12 ammonia-capable Newcastlemax vessels, including three dual-fuel ammonia ships due by late 2026 and nine ammonia-ready ships that can be converted later. If powered by green ammonia, this future fleet could materially cut Fortescue’s shipping emissions, but hinges on fuel availability, port infrastructure and cost-effective green ammonia supply. We’ll now examine how Fortescue’s move into ammonia-capable...
ASX:GMD
ASX:GMDMetals and Mining

Genesis Minerals (ASX:GMD) Posts Record Output, Is The Pullback A Buying Opportunity?

Record output puts Genesis Minerals in focus Genesis Minerals (ASX:GMD) is back on investors’ radar after reporting record gold production of 214,311 ounces in FY2025, followed by solid first half FY2026 output that supports its current full year guidance. The company’s debt free balance sheet, cash reserves and diversified Leonora and Laverton operations in Western Australia are central to how investors are weighing Genesis Minerals stock in the context of elevated gold prices. See our...
ASX:SXE
ASX:SXEConstruction

How Investors May Respond To Southern Cross Electrical Engineering (ASX:SXE) A$150m Discounted Equity Raise

Earlier this month, Southern Cross Electrical Engineering completed and filed several follow-on equity offerings totaling A$150,000,000, issuing tens of millions of new ordinary shares at discounts to the prevailing market price. This sizable capital raise, completed via subsequent direct listings, materially increases the company’s equity base and could reshape investor views on funding needs, growth plans, and ownership dilution. Next, we’ll examine how this A$150,000,000 follow-on equity...
ASX:WOR
ASX:WORConstruction

GE Vernova Stock And 2 Nuclear Power Picks For AI Infrastructure

AI infrastructure, inflation concerns and the push for carbon-free power are all converging to put reliable 24/7 electricity at the center of the investment conversation. While rate moves, inflation signals and uneven global growth keep headlines busy, the Nuclear Renaissance screener focuses on companies tied to nuclear power that aim to support long term energy demand for data centers and climate goals. This article highlights 3 stocks from that screener that stand out on quality and...
ASX:GQG
ASX:GQGCapital Markets

3 Australian Stocks Built To Handle Inflation And Rate Uncertainty

With inflation signals mixed, central banks rethinking rate paths and energy costs feeding through to company margins, many investors are looking for stocks that already show high return on equity, resilient past performance and sound balance sheets. That is exactly what the Solid Balance Sheet and Fundamentals screener targets, highlighting companies that may be better placed to handle shifting growth, inflation and funding conditions. In this article, the focus is on this quality-driven...
ASX:OBM
ASX:OBMMetals and Mining

Ora Banda Mining (ASX:OBM) Is Down 7.0% After Funding DRIVE to 300 Expansion Plan Approval – Has The Bull Case Changed?

Ora Banda Mining has recently approved its multi-year DRIVE to 300 expansion plan, including a new 3.0 Mtpa processing plant at Davyhurst and development of the Waihi Underground mine, supported by a larger Mineral Resource of 3.57 Moz and Ore Reserves of 552 koz. A key aspect of this plan is the upsized A$200,000,000 revolving credit facility and gold price protection measures, which frame how the company intends to fund and de-risk its growth ambitions. We will now examine how the DRIVE to...
ASX:EIQ
ASX:EIQSoftware

Is Echo IQ’s (ASX:EIQ) Mayo Clinic Tie-Up Quietly Reframing Its US Commercial Ambitions?

Echo IQ Limited recently appointed healthcare industry veteran Matthew Dodds as Chief Financial Officer and entered a research collaboration with Mayo Clinic to evaluate its AI platform for cardiac risk stratification in oncology patients. Together, the leadership change and Mayo Clinic collaboration highlight Echo IQ’s efforts to build clinical credibility and expand the scope of its EchoSolv technology within the US healthcare system. We’ll now examine how the Mayo Clinic research...
ASX:SGM
ASX:SGMMetals and Mining

Is Sims (ASX:SGM) Fully Valued As Higher EBIT Guidance Lifts Recovery Hopes?

Sims (ASX:SGM) lifted its FY2026 underlying EBIT guidance to A$420 million to A$435 million following better metal pricing, stronger North American operations, and rapid growth in its Sims Lifecycle Services division. See our latest analysis for Sims. At a share price of A$28.21, Sims has delivered a 42.84% 90 day share price return and an 87.72% total shareholder return over the past year. This suggests momentum has been building as guidance and profitability expectations improve. If Sims's...
ASX:WES
ASX:WESMultiline Retail

Wesfarmers (ASX:WES) Reshapes Bunnings And Backs AI Growth, Is The Stock Above Fair Value?

Wesfarmers (ASX:WES) is back in focus after its recent strategy briefing outlined plans to bring Blackwoods and Workwear Group under Bunnings, while ramping up productivity, AI investment and growth across retail and lithium operations. See our latest analysis for Wesfarmers. The recent strategy briefing and integration plans sit against a strong share price backdrop, with Wesfarmers posting a 16.99% 1 month share price return and a 23.66% 3 month share price return, alongside a 104.03% 3...