Australian IT Stock News

ASX:SGH
ASX:SGHTrade Distributors

SGH (ASX:SGH) Shares Chase Margin Gains While Revenue Stalls

SGH came into this result with the stock drifting, down about 10% over the past week and 6% over the past month, even as trailing 12 month earnings growth sat near 35%. The earnings print landed close to guidance headlines. Revenue for FY26 was about A$10.6b and underlying net profit after tax was roughly A$920m, with EBIT margin edging up to 14.7%. For investors, the key focus is the steady movement in margins and cash. EBIT margin improved, operating cash flow was about A$2.1b and net debt...
ASX:CPU
ASX:CPUProfessional Services

Computershare (ASX:CPU) Shares Reflect Strong Profit With Margin Income Risk

Computershare walked into this earnings day with the stock already up strongly over three months, yet the price closed at A$40.61, slightly softer over the past week. That gap between short term hesitation and a strong multi year earnings story is the real tension investors are weighing. The headline this time is profit quality. Full year revenue sits in the mid US$3b range and trailing net margin is 18.9%, only a touch below last year’s 19.4%. For a capital light services company, that kind...
ASX:CIP
ASX:CIPIndustrial REITs

Centuria Industrial REIT (ASX:CIP) Shares Ride Strong Margins, Thin Cash Buffer

Centuria Industrial REIT heads into this earnings season with the stock at A$3.09 and only modest gains over the past quarter. Yet the headline from FY26 is not the share price. The real story is a funds from operations outcome of A$114.1m and a net profit margin sitting at 62.5%. Those are powerful numbers for an industrial landlord and they sit alongside a distribution of A$0.168 per unit. Short term traders see a slow grind. Long term holders see a trust that still throws off cash, but...
ASX:BPT
ASX:BPTOil and Gas

The Bull Case For Beach Energy (ASX:BPT) Could Change Following FY26 Profit Rebound Amid Output Slump

Beach Energy Limited recently reported its fiscal 2026 results, with Western Flank production falling 35% year on year due to flooding, heavy rains and field decline, while sales fell to A$1,921.2 million and net income improved to A$281.4 million from a loss a year earlier. Alongside these results, the company issued fiscal 2027 production guidance of 19.5–23.0 MMboe and declared a fully franked A$0.02 per share dividend for the half year, giving investors fresh information on volumes,...
ASX:ALK
ASX:ALKMetals and Mining

3 Australian Mining Stocks With Strong Profits and Balance Sheet Questions

Global bond yields rose recently as markets reacted to higher oil prices and inflation worries. That push and pull between energy costs and interest rate expectations keeps many large caps on a tight leash. It also helps Financially Fit Penny Stocks stand out: you get smaller companies where balance sheet strength matters most. This article highlights three stocks from the screener that could deserve a closer look now. The three Financially Fit Penny Stocks highlighted below are only a...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST) Faces Elliott Pressure, Is The Upside Already Priced In?

Elliott Investment Management has publicly challenged Northern Star Resources (ASX:NST), calling for a refreshed Board and a comprehensive review of operations and strategy to address what it describes as years of execution and governance issues. See our latest analysis for Northern Star Resources. Northern Star Resources shares have moved sharply in recent weeks, with a 12.25% 7 day share price return and 11.38% 30 day share price return. The 1 year total shareholder return of 32.8% and 3...
ASX:LYC
ASX:LYCMetals and Mining

3 Australian Stocks Trading Below Cash Flow Value

Rising US and UK long dated yields have put steady cash generation back in the spotlight, as higher discount rates make every future dollar of cash flow work harder. That is where undervalued cash flow stocks come in. When prices sit below fair value estimates, patient investors can sometimes pick up future cash at a discount. This article highlights three stocks from our Undervalued Stocks Based On Cash Flows screener. The three stocks covered next are only a sample from this idea, and the...
ASX:VUL
ASX:VULMetals and Mining

Is Vulcan Energy Resources (ASX:VUL) Undervalued Following Its Lionheart Construction Start?

Why Vulcan Energy’s Lionheart construction start matters for investors Vulcan Energy Resources (ASX:VUL) has started civil construction at its Lionheart 30MW geothermal power plant in Landau, Germany, marking visible progress on its integrated lithium and renewable energy project. This work covers foundations, concrete structures and pipeline infrastructure across about ten hectares. It is intended to support long term supply of lithium hydroxide and baseload geothermal power for European...
ASX:MSB
ASX:MSBBiotechs

3 Founder Led Australian Stocks Worth A Closer Look Right Now

With oil prices feeding into higher bond yields across major markets, investors are being reminded how quickly macro shocks can ripple through portfolios. In choppier conditions, founder led companies can look appealing because leaders often hold significant stakes and stay focused on long term value creation rather than quarterly targets. This article highlights three stocks from the Founder Led Companies screener that fit that mindset and may interest long term investors. The stocks covered...
ASX:XRO
ASX:XROSoftware

AI Stocks With Real Revenue Growth Investors May Want To Watch

Oil-driven inflation is putting central banks back in the spotlight and keeping borrowing costs a key concern for many companies. At the same time, AI-related demand is helping support growth in places like Singapore, which shows how powerful this theme can be even when conditions feel mixed. This article looks at three AI Stocks screener picks that sit at the heart of this shift. The three AI stocks featured next are only a starting sample. The broader screen surfaced 15 more companies with...
ASX:AMP
ASX:AMPDiversified Financial

AMP (ASX:AMP) Announced A Buyback And Higher Dividend, Is The Premium Already Too Rich?

AMP (ASX:AMP) has drawn fresh attention after announcing a share buyback of up to A$150 million, together with a higher ordinary dividend and stronger half year earnings reported in early August 2026. See our latest analysis for AMP. The buyback announcement, higher ordinary dividend and stronger half year earnings appear to be reflected in AMP’s recent momentum, with a 30 day share price return of 42.34% and a 1 year total shareholder return of 42.34% building on a 5 year total shareholder...
ASX:KAU
ASX:KAUMetals and Mining

BKI Investment And 2 Other ASX Penny Stocks To Watch

The Australian market is experiencing a cautious start, with the S&P/ASX 200 index expected to open lower due to rising oil prices and global geopolitical tensions. Amidst these broader economic conditions, investors are increasingly interested in penny stocks, a category that includes smaller or newer companies often overlooked in larger market discussions. Although the term 'penny stock' may seem outdated, these investments can still present unique opportunities for growth when backed by...
ASX:REG
ASX:REGHealthcare

Defensive Value Stocks Retail Investors Are Eyeing As Rates Stay Higher

With the Federal Reserve hinting that interest rates may stay higher for longer and inflation still running above target, many investors are rethinking where to park their cash. This backdrop puts fresh attention on value stocks from defensive sectors, where steadier cash flows and dividends can matter more. This article walks through three stocks from our Value Stocks screener that appear well placed in light of the latest Fed signals. The three stocks highlighted below are just a starting...
ASX:WOR
ASX:WORConstruction

Boss Energy Stock And Other Nuclear Energy Picks For Uranium Growth

Oil price volatility now shapes inflation expectations and government bond yields more directly, which keeps reliable power sources in sharp focus for investors. Nuclear energy stocks sit at the crossroads of energy security and long term electricity demand, so they draw attention when fuel and electricity costs feel uncertain. This article highlights three stocks from the Nuclear Energy Stocks screener that show how different parts of the sector approach this theme. The stocks in the article...
ASX:TLX
ASX:TLXBiotechs

Telix Pharmaceuticals Stock Leads This ASX Growth Screen With Strong Insider Backing

Oil prices are climbing on geopolitical risks and supply questions, and that is putting inflation and interest rate expectations back in the spotlight. When money gets more expensive, markets often start to reward companies that already have solid growth plans and committed insiders. This article looks at three stocks from the Fast Growing Stocks With High Insider Ownership screener that fit that bill and explains why they stand out now. The three stocks highlighted next are just a starting...
ASX:FFM
ASX:FFMMetals and Mining

FireFly Metals (ASX:FFM) Is Up 18.0% After New High-Grade Green Bay Core Zone Drill Results

FireFly Metals has reported further high-grade copper and gold drilling results from the Green Bay project’s Ming Mine, highlighting thick, continuous mineralised zones across the upper VMS, footwall and high-grade Core Zone, while progressing an updated Mineral Resource Estimate and economic studies. An interesting aspect is the convergence of multiple mineralisation styles into an extensive high-grade Core Zone, supported by more than 197,000m of underground drilling and backed by about...
ASX:BKI
ASX:BKICapital Markets

The Bull Case For BKI Investment (ASX:BKI) Could Change Following Quarterly Fully Franked Dividend Shift - Learn Why

BKI Investment Company Limited has announced past full-year 2026 results, reporting revenue of A$70.72 million and net income of A$64.42 million, alongside a fully franked final dividend of 4.00 cents per share that lifts total FY2026 dividends to 7.95 cents per share. In addition, BKI plans to shift from semi-annual to quarterly dividend payments after the August 2026 final dividend, aiming to provide shareholders with a more regular and consistent income stream while maintaining fully...