Australian IT Stock News

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...
ASX:WBT
ASX:WBTSemiconductor

Weebit Nano (ASX:WBT) Is Up 34.8% After AI-Focused Capital Raise And Commercialisation Update - What's Changed

In early May 2026, Weebit Nano reported its Q3 2026 results, highlighting progress on commercialisation with two customer product tape-outs, a functioning prototype, upgraded FY2026 revenue guidance, and an A$87,000,000 capital raise to support AI-related development. These advances, combined with partnerships such as the one with Texas Instruments and renewed interest in semiconductor names, have reinforced the company’s positioning in emerging memory and AI-focused applications. With...
ASX:XRO
ASX:XROSoftware

Is Xero (ASX:XRO) Now Attractive After A 59% Share Price Slide?

If you are wondering whether Xero’s current share price reflects its underlying worth, the recent share performance gives you quite a bit to think about. The stock last closed at A$73.68, with returns over the past week down 12.4% and the year to date down 34.4%, while the past year shows a decline of 59.5%. These moves come as investors continue to reassess growth software stocks in general, with sentiment shifting quickly between caution and renewed interest. That backdrop helps explain...
ASX:SMI
ASX:SMIMetals and Mining

ASX Growth Companies With High Insider Ownership For Potential Gains

As the Australian share market navigates through post-budget reactions and external pressures from U.S. inflation concerns, investors are keenly observing how these factors impact local indices. In this climate, growth companies with high insider ownership can be particularly appealing, as they often indicate strong internal confidence and alignment with shareholder interests amidst broader market fluctuations.
ASX:XRO
ASX:XROSoftware

3 ASX Stocks Estimated To Be Trading At A 10.1% To 41.2% Discount

As the Australian share market grapples with the effects of a cautious budget and external pressures from U.S. economic data, investors are keenly observing opportunities that may arise from recent market fluctuations. In this environment, identifying stocks trading at a discount can offer potential value, particularly when broader economic conditions suggest careful spending and strategic investment decisions.
ASX:MYG
ASX:MYGElectrical

3 Undiscovered Gems In Australia To Enhance Your Portfolio

The Australian share market has been experiencing a challenging period, with recent budget announcements and global economic concerns, such as rising U.S. inflation and fluctuating oil prices, impacting investor sentiment. In this environment, identifying promising small-cap stocks can be crucial for portfolio enhancement, as these undiscovered gems often possess growth potential that aligns well with the dynamic market landscape.
ASX:SPZ
ASX:SPZCommercial Services

ASX Penny Stocks To Consider In May 2026

The Australian share market is experiencing a downturn following the release of the federal budget and rising inflation in the U.S., with both factors contributing to a cautious trading atmosphere. Despite these challenges, investors are still on the lookout for opportunities, particularly in areas that might offer growth potential amid broader market uncertainties. Penny stocks, though an outdated term, continue to represent smaller or less-established companies that can provide value;...
ASX:CBA
ASX:CBABanks

A Look At Commonwealth Bank Of Australia’s Valuation After Its Sharp Post Update Share Price Drop

Commonwealth Bank of Australia (ASX:CBA) is back in the spotlight after its third quarter trading update and federal budget news coincided with a one day share price fall of more than 8%. See our latest analysis for Commonwealth Bank of Australia. That one day drop sits within a weaker recent trend, with the share price down 12.7% over the last week and 14.8% over the last month. The 1 year total shareholder return is down 5.2%, while the 5 year total shareholder return is up 90.7%, so long...
ASX:IAG
ASX:IAGInsurance

A Look At Insurance Australia Group’s Valuation After Its Refreshed Ambition 2030 Strategy Unveiled

Ambition 2030: Why IAG’s refreshed plan is back in focus Insurance Australia Group (ASX:IAG) is back on investor radar after unveiling a refreshed Ambition 2030 strategy at its Sydney Investor Day, setting out clear customer, premium, and return on equity targets. The plan leans on partnerships, technology upgrades, and operational changes. Management has positioned these levers as key to expanding its customer base and gross written premium, while aiming for higher and more consistent...
ASX:CDA
ASX:CDAElectronic

A Look At Codan’s (ASX:CDA) Valuation After Macquarie Upgrade And Renewed Market Interest

Macquarie’s upgrade of Codan (ASX:CDA) from Neutral to Outperform has put the stock firmly on investor radars, with recent share price strength and heavier trading pointing to renewed interest. See our latest analysis for Codan. At a share price of A$40.22, Codan has delivered a 30 day share price return of 18.09% and a year to date share price return of 38.59%. The 1 year total shareholder return of 139.50% and 3 year total shareholder return of more than 4x suggest that momentum has been...
ASX:CBA
ASX:CBABanks

Is CBA’s (ASX:CBA) Rising Tech Spend Reshaping Its Risk-Reward Balance More Than Its Earnings?

In early May 2026, Commonwealth Bank of Australia released its Q3 FY26 trading update, reporting a statutory net profit after tax of about A$2.60 billion, flat operating income, higher loan impairment expenses amid geopolitical and economic uncertainty, and increased operating costs linked to cloud and AI investment. The update, combined with analyst concerns about valuation, capital buffers and rising provisions, has sharpened focus on how CBA’s tech spending, risk management and earnings...
ASX:BGA
ASX:BGAFood

Bega Cheese (ASX:BGA) Valuation After Strong 1H FY2026 Earnings And Upgraded EBITDA Guidance

What triggered the latest interest in Bega Cheese? Bega Cheese (ASX:BGA) has drawn fresh attention after reporting 1H FY2026 results that included a 21% lift in normalised EBITDA, a 55.3% rise in statutory profit after tax, and an upgraded FY2026 EBITDA guidance. See our latest analysis for Bega Cheese. The higher trading volumes and upgraded FY2026 EBITDA guidance have come against a share price of A$5.29 that is down about 12% on a year to date share price return basis. The 3 year total...
ASX:ORI
ASX:ORIChemicals

Orica (ASX:ORI) Valuation Check After Half Year Earnings And Market Reaction

Orica (ASX:ORI) drew attention after releasing half year results to March 31, 2026, reporting sales of A$3,884.2m and a net loss of A$0.6m compared with A$89m a year earlier. See our latest analysis for Orica. Orica’s half year result appears to have caught the market’s eye, with the share price up 10.34% over the past month after earlier weakness that left the year to date share price return down 5.91%. Over a longer horizon, total shareholder returns of 27.49% over one year and 56.73% over...
ASX:ALL
ASX:ALLHospitality

Aristocrat Leisure (ASX:ALL) Margin Jump To 23.4% Tests Cautious Earnings Growth Narrative

Aristocrat Leisure’s H1 2026 earnings in focus Aristocrat Leisure (ASX:ALL) has kicked off H1 2026 with A$3.0 billion in revenue and basic EPS of A$1.30, giving investors fresh numbers to weigh against the recent share price of A$51.39. Over the last three reported halves, revenue has moved between A$3.0 billion and A$3.3 billion, while basic EPS has ranged from A$0.82 in H1 2025 to A$1.30 in H1 2026, set against trailing 12 month EPS of A$2.38. With net profit margins sitting at 23.4% over...
ASX:GNP
ASX:GNPConstruction

Assessing GenusPlus Group’s Valuation As Koolunga Contract Underscores Role In Australia’s Energy Storage Shift

Why the Koolunga contract is drawing attention to GenusPlus Group (ASX:GNP) The recent award of the Koolunga Battery Energy Storage System Project contract, together with a series of new project wins and ongoing organic growth, has put fresh focus on GenusPlus Group (ASX:GNP) among investors. See our latest analysis for GenusPlus Group. At a share price of A$9.22, GenusPlus Group has eased slightly in the very short term, with the share price down 1.9% over 1 day and 2.4% over 7 days. Its 30...
ASX:BOE
ASX:BOEOil and Gas

Assessing Boss Energy’s Valuation After Honeymoon Setbacks And Revised FY26 Production Guidance

Boss Energy (ASX:BOE) has cut its FY26 production guidance for the Honeymoon uranium mine after heavy rainfall disrupted operations. This move has coincided with a steep share price decline over the past year. See our latest analysis for Boss Energy. At the latest share price of A$1.35, Boss Energy’s recent setbacks at Honeymoon and the lower FY26 production guidance have coincided with fading momentum, with the 30 day share price return down 21.74% and the 1 year total shareholder return...
ASX:TLC
ASX:TLCHospitality

How Victoria Licence Extension and Dividend Shift Could Reshape Lottery’s (ASX:TLC) Investor Playbook

The Lottery Corporation Limited recently secured a 40-year extension of its Victorian Public Lottery Licence to 30 June 2068 and agreed to pay the State an upfront A$1.15 billion premium, while also flagging a shift in its dividend policy from FY27 to focus on NPATA before significant items. This long-dated, exclusive licence in Victoria locks in operating rights in a major lottery market and, together with a more cash-based dividend metric, reshapes how investors may think about the...