Australian IT Stock News

ASX:GNC
ASX:GNCConsumer Retailing

GrainCorp (ASX:GNC) Valuation Check As FY26 Guidance Flags Profit Hit From Grain Oversupply

GrainCorp (ASX:GNC) has come under pressure after issuing FY26 guidance that points to significantly lower underlying EBITDA and net profit, as global grain oversupply and multi year low export margins squeeze returns. See our latest analysis for GrainCorp. The FY26 update has come after a tough stretch for the shares, with a 1 day share price return of 3.02% decline and a 7 day share price return of 20.14% decline, while the 1 year total shareholder return of 16.60% decline contrasts with a...
ASX:XRO
ASX:XROSoftware

Is Xero’s (ASX:XRO) Melio Bet Reshaping Its Fintech Moat Or Just Adding Complexity?

Xero recently filed to list new shares issued under employee awards and options, while investors reassessed the company’s large Melio acquisition and its integration progress. At the same time, FundingSearch.com’s launch with direct integration into Xero’s platform highlights how third-party fintechs increasingly rely on Xero’s real-time accounting data to power SME lending decisions. We’ll now examine how concerns about the Melio acquisition and its integration could influence Xero’s...
ASX:MP1
ASX:MP1IT

Assessing Megaport’s Valuation After New WinDC AI Infrastructure Partnership In Australia

Why the WinDC partnership matters for Megaport (ASX:MP1) WinDC’s new partnership with Megaport (ASX:MP1) links modular, renewable-powered AI compute sites directly into Megaport’s Network as a Service platform. This creates a fresh use case for its global connectivity offering. This arrangement gives Megaport exposure to a new category of Australian AI infrastructure that aims to use renewable energy more efficiently, while offering WinDC customers private, low-latency links to cloud...
ASX:NEU
ASX:NEUPharmaceuticals

Neuren Pharmaceuticals (ASX:NEU) Is Down 16.1% After EMA Setback on Trofinetide Approval Prospects

Neuren Pharmaceuticals’ partner Acadia Pharmaceuticals recently received a negative trend vote from the European Medicines Agency’s Committee for Medicinal Products for Human Use on trofinetide’s marketing authorisation application for Rett syndrome in Europe, and Acadia plans to request a re-examination of the decision. This setback highlights how regulatory assessments can differ across regions even for a rare-disease therapy already approved in the US, Canada and Israel, adding...
ASX:BGL
ASX:BGLMetals and Mining

Does Bellevue Gold (ASX:BGL) Revenue Momentum Outweigh Its Net Loss In Shaping The Story?

In recent weeks, analysts at UBS and Macquarie reiterated positive ratings on Bellevue Gold Limited, highlighting the miner’s latest quarterly update and operational progress. Despite reporting a net loss for the period, Bellevue Gold’s higher quarterly revenue compared with the previous year has drawn increased attention to its underlying growth profile and project momentum. Next, we’ll examine how this combination of upbeat analyst sentiment and higher quarterly revenue shapes Bellevue...
ASX:VUL
ASX:VULMetals and Mining

Assessing Vulcan Energy Resources (ASX:VUL) Valuation After Lionheart Well Production Test Success

Fresh production test results put Vulcan Energy Resources (ASX:VUL) in focus Vulcan Energy Resources (ASX:VUL) has drawn attention after reporting successful production test results from its first new Lionheart well in Germany, confirming strong deliverability that supports its Phase One lithium project plans. See our latest analysis for Vulcan Energy Resources. Despite the positive Lionheart test update, Vulcan Energy Resources’ recent share price momentum has been weak, with a 7 day share...
ASX:CUE
ASX:CUEOil and Gas

February 2026 ASX Penny Stocks To Watch

The Australian market is facing a cautious start to the day following the Reserve Bank's recent rate hike, with ASX 200 futures indicating a potential dip amid broader global economic concerns. In this climate of uncertainty, investors often turn their attention to smaller or newer companies that can offer unique opportunities for growth and value. Although the term "penny stocks" might seem outdated, these stocks still represent an intriguing segment of the market where financial strength...
ASX:ALX
ASX:ALXInfrastructure

Assessing Atlas Arteria’s Valuation After Q4 2025 Toll Revenue Growth And Resilient Traffic Performance

What Atlas Arteria’s latest revenue update means for shareholders Atlas Arteria (ASX:ALX) has reported Q4 and full-year 2025 toll revenue growth of about 9.5%, supported by higher traffic on key French and US roads alongside recent toll increases and steady economic conditions. See our latest analysis for Atlas Arteria. Despite the solid toll revenue update, Atlas Arteria’s recent 30 day share price return of 1.23% and year to date share price return of 1.23% suggest momentum has softened...
ASX:IRE
ASX:IRESoftware

Did Iress' (ASX:IRE) Xplan Service Shake‑Up Quietly Reframe Its UK Growth Ambitions?

Iress recently appointed Laura King to the newly created role of Head of Operations and Relationship Management, uniting its Operations and Relationship Management teams to deliver more coordinated support for Xplan users and enhance its UK service model. This move caps an 18‑month programme of operational changes that have already improved customer satisfaction, engagement and retention among UK wealth management clients. With this leadership appointment aiming to elevate service excellence...