Australian IT Stock News

ASX:BGL
ASX:BGLMetals and Mining

Bellevue Gold (ASX:BGL) Half Year Loss Challenges Bullish Profitability Narratives

Fresh from its H1 2026 report, Bellevue Gold (ASX:BGL) posted trailing twelve month revenue of A$441.4 million and a basic EPS loss of A$0.04, with net income excluding extra items at a loss of A$55.3 million. The company has seen revenue move from A$249.3 million in H2 2024 to A$222.3 million in H1 2025 and A$172.6 million in H2 2025, while basic EPS shifted from A$0.06 in H2 2024 to A$0.01 in H1 2025 before slipping to a loss of A$0.04 in H2 2025. For investors, that combination of a solid...
ASX:ABB
ASX:ABBTelecom

Aussie Broadband (ASX:ABB) Margin Pressure Persists And Tests Growth Narratives Heading Into H1 2026

Setting the scene on Aussie Broadband's latest numbers Aussie Broadband (ASX:ABB) opened H1 2026 with investors focused on the latest run rate of revenue and EPS, with the most recent half year showing total revenue of A$598.7 million in H2 2025 and basic EPS of A$0.071, while the current share price sits at A$5.09. The company has seen half year revenue move from A$553.8 million in H2 2024 to A$588.5 million in H1 2025 and then to A$598.7 million in H2 2025. Basic EPS over those periods was...
ASX:S32
ASX:S32Metals and Mining

Assessing South32’s (ASX:S32) Valuation After Strong Half Year Results And Higher Dividend

South32 (ASX:S32) has drawn fresh attention after releasing half year 2025 results, confirming higher net income, solid production across aluminium, copper, manganese and other segments, and declaring an interim dividend of US 3.9 cents per share. See our latest analysis for South32. That backdrop of higher earnings, detailed production guidance for 2026 and 2027, and a higher interim dividend has arrived alongside a sharp 90 day share price return of 40.95% and a 5 year total shareholder...
ASX:WDS
ASX:WDSOil and Gas

Is It Time To Reassess Woodside Energy Group (ASX:WDS) After Recent Share Price Strength?

If you are wondering whether Woodside Energy Group is fairly priced or offering value at today’s levels, you are not alone, and this article is built to help you frame that question clearly. The stock last closed at A$27.10, with returns of 4.9% over 7 days, 12.5% over 30 days, 14.5% year to date, 23.9% over 1 year, a 3.1% decline over 3 years and 52.6% over 5 years, which gives you a broad sense of how sentiment has shifted over different timeframes. Recent moves have come alongside ongoing...
ASX:BHP
ASX:BHPMetals and Mining

A Look At BHP Group’s (ASX:BHP) Valuation After Strong Earnings Copper Upgrade And Interim Dividend

BHP Group (ASX:BHP) has just paired stronger half year 2026 earnings with higher copper production guidance and an interim dividend, a combination that helps explain why the stock has recently pushed to a new 52 week high. See our latest analysis for BHP Group. The recent run to A$54.02 comes on the back of a 1 day share price return of 1.29%, a 30 day share price return of 11.54% and a 1 year total shareholder return of 38.11%. This suggests momentum has been building as investors react to...
ASX:SYL
ASX:SYLConstruction

Symal Group H1 2026 Margin Compression Tests Bullish Growth Narratives

Symal Group (ASX:SYL) has put fresh numbers on the board for H1 2026, with trailing twelve month revenue of A$988.2 million and net income of A$48.2 million, against a current share price of A$2.50. The company has seen revenue move from A$391.1 million in H2 2024 to A$403.6 million in H1 2025 and then A$485.0 million in H2 2025. Basic EPS stepped from A$0.048 in H1 2025 to A$0.123 in H2 2025, setting the scene for investors to weigh strong top line momentum against recent margin...
ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP) Margin Compression Challenges Bullish Earnings Narrative

Greatland Resources (ASX:GGP) has just reported its H1 2026 numbers, with trailing 12 month revenue sitting at about A$1.9b and net income at around A$644m, while the current share price is A$13.83. Over recent periods the company has seen revenue move from A$0 in H2 2024 to about A$940.0m in H2 2025, alongside basic EPS shifting from a loss of A$0.071537 per share in H2 2024 to A$0.45805 per share in H2 2025. With a reported net profit margin of 33.6% and very strong recent earnings growth...
ASX:PRN
ASX:PRNMetals and Mining

Is Perenti (ASX:PRN) Quietly Rewriting Its Efficiency Story With Flat Revenue But Higher EPS?

Perenti Limited has released its half-year results to 31 December 2025, reporting sales of A$1,728.68 million, net income of A$58.34 million, and slightly higher basic and diluted earnings per share from continuing operations compared with the prior corresponding period. While revenue was broadly flat year on year, the improvement in profitability per share hints at tighter cost control and more efficient capital use across Perenti’s operations. Next, we’ll examine how this modest uplift in...
ASX:ASK
ASX:ASKSpecialized REITs

Abacus Storage King (ASX:ASK) Valuation Check After Half Year Earnings And Reaffirmed Distributions

Abacus Storage King (ASX:ASK) has just reported its half year earnings to 31 December 2025, and has also affirmed its distribution guidance for 2026, giving investors fresh numbers on both profitability and income. See our latest analysis for Abacus Storage King. Those half year results and affirmed distributions come after a mixed price patch, with a recent 1 day share price return of 0.33% decline, a 7 day share price return of 2.90% decline, but a 90 day share price return of 7.89%. The 1...
ASX:REH
ASX:REHTrade Distributors

Assessing Reece’s Valuation As Half Year Earnings And EPS Weaken

Half year earnings put Reece in focus Reece (ASX:REH) has drawn fresh attention after reporting half year results to 31 December 2025, with net income of A$144.21 million and earnings per share below the prior period. See our latest analysis for Reece. The half year earnings update has come alongside a sharp shift in sentiment, with the 1 day share price return of 13.92% at A$15.88 capping a 90 day share price return of 28.58%, even though the 1 year total shareholder return is a 15.44% loss...
ASX:PRU
ASX:PRUMetals and Mining

Is It Too Late To Consider Perseus Mining (ASX:PRU) After Its 114% One Year Surge?

If you are wondering whether Perseus Mining is still good value after its strong run, this article will walk through what the current share price might be pricing in. The stock last closed at A$6.03, with returns of 5.4% over 7 days, a 5.0% decline over 30 days, 6.9% year to date, about 114% over 1 year and roughly 3.3x over 3 years. The 5 year return is very large. Recent news coverage has focused on Perseus Mining as an established gold producer with multiple operating assets and a...
ASX:MFF
ASX:MFFCapital Markets

Does MFF Capital Investments' (ASX:MFF) Higher Dividend Amid Softer Earnings Reframe Its Capital Allocation Story?

MFF Capital Investments Limited recently declared a fully franked interim dividend of A$0.10 per share for the half year ended 31 December 2025, alongside half-year results showing revenue of A$308.91 million and net income of A$209.72 million, both lower than the prior period. The Board’s plan to lift the six‑monthly dividend to A$0.11 per share for the period ending 30 June 2026 highlights a focus on returning capital to shareholders even as earnings softened, while a change in Company...
ASX:PLS
ASX:PLSMetals and Mining

Assessing PLS Group (ASX:PLS) Valuation After Earnings Turn From Loss To Profit

PLS Group earnings trigger fresh interest PLS Group (ASX:PLS) has drawn investor attention after reporting half year earnings to December 31, 2025, with sales of A$624.21 million and net income of A$32.82 million, compared with a net loss a year earlier. See our latest analysis for PLS Group. At a share price of A$4.37, PLS Group has seen a 4.55% 1 day share price return and a 15.92% 90 day share price return. Its 1 year total shareholder return of 117.41% points to strong longer term...
ASX:WES
ASX:WESMultiline Retail

Wesfarmers (ASX:WES) Valuation Check After Recent Share Price Weakness

Why Wesfarmers is on investors’ radar today Wesfarmers (ASX:WES) is back in focus after recent share price moves, with the stock down about 1.7% over the past day and roughly 6.9% over the past week. For investors tracking medium term trends, Wesfarmers has been roughly flat over the past month and shows a gain of about 3.8% over the past 3 months, alongside a 1 year total return of 12.1%. See our latest analysis for Wesfarmers. Wesfarmers’ recent 1 day and 7 day share price declines come...
ASX:SGH
ASX:SGHTrade Distributors

Assessing SGH (ASX:SGH) Valuation After Half Year Results And Higher Fully Franked Dividend

Why the latest SGH earnings and dividend move matter for shareholders SGH (ASX:SGH) shares were in focus after the company released half year results alongside an ordinary fully franked dividend of A$0.32 per share for the six months to 31 December 2025. The dividend is payable on 9 April 2026, with an ex date of 4 March and a record date of 5 March. It comes as SGH reported sales of A$5,414.7 million and net income of A$471 million for the period. See our latest analysis for SGH. At a share...
ASX:NWH
ASX:NWHConstruction

Why NRW Holdings' (ASX:NWH) Stronger Half-Year Margins Matter For Its Earnings Quality Story

NRW Holdings Limited recently reported half-year results for the period ended December 31, 2025, with sales rising to A$1,974.23 million and net income reaching A$72.78 million, alongside higher basic and diluted earnings per share from continuing operations compared with the prior year. This combination of stronger revenue and improved profitability suggests that NRW Holdings converted a larger work pipeline into earnings more efficiently than in the prior period. We'll now examine how this...
ASX:GYG
ASX:GYGHospitality

Guzman Y Gomez’s Valuation After Half Year Results And Sharper Scrutiny Of US Expansion

What triggered the latest move in Guzman y Gomez shares? Guzman y Gomez (ASX:GYG) has reported strong half year earnings, higher net profit and an increased dividend, yet the share price has fallen sharply after softer sales growth and ongoing US losses. See our latest analysis for Guzman y Gomez. At A$19.04, Guzman y Gomez’s recent 1 day share price return of 8.61% comes after a much tougher stretch, with a 30 day share price return of 18.28% and a 1 year total shareholder return of 46.7% in...
ASX:GQG
ASX:GQGCapital Markets

Does GQG Partners' (ASX:GQG) 90% Payout Signal Discipline Or Limit Its Reinvestment Ambitions?

GQG Partners Inc. reported its full-year 2025 results, with revenue rising to US$808.26 million and net income to US$463.25 million, and the board declaring a fourth-quarter 2025 dividend of US$0.0365 per share, payable in March 2026. The decision to distribute 90% of fourth-quarter distributable earnings as a dividend highlights GQG Partners’ continued emphasis on returning cash to shareholders. We’ll now examine how GQG’s higher full-year revenue and profit, alongside its high dividend...
ASX:BGA
ASX:BGAFood

A Look At Bega Cheese (ASX:BGA) Valuation After Half Year 2025 Profitability And Efficiency Gains

Bega Cheese (ASX:BGA) just reported its half year 2025 earnings, with sales of A$1,871.3m and net income of A$46.9m, supported by fewer manufacturing sites and a growing international branded business. See our latest analysis for Bega Cheese. The latest half year earnings appear to have been well received, with the recent 1-day share price return of 5.31% at A$6.54 adding to a 90-day share price return of 10.29%. The 3-year total shareholder return of 94.91% suggests momentum has been...
ASX:BFL
ASX:BFLBanks

Assessing BSP Financial Group’s Valuation After Robust 2025 Results And Four Year Modernising For Growth Plan

BSP Financial Group (ASX:BFL) just released its 2025 full year results, reporting net income of PGK 1,172 million and basic earnings per share of PGK 2.51. The announcement is drawing fresh attention to the stock. See our latest analysis for BSP Financial Group. At a share price of A$8.55, BSP Financial Group has seen a 3.64% year to date share price return and a 21.29% total shareholder return over the past year, suggesting momentum has picked up recently. The 2025 results and the four year...
ASX:ORG
ASX:ORGElectric Utilities

How Investors Are Reacting To Origin Energy (ASX:ORG) Holding Its Dividend Despite Softer Half-Year Profit

Origin Energy Limited has reported half-year 2025 results showing sales of A$7,993 million and net income of A$557 million, while affirming a fully franked ordinary dividend of A$0.30 per share for the period ended December 31, 2025, paid on March 27, 2026. The combination of weaker earnings and a maintained, fully franked dividend highlights management’s emphasis on consistency of shareholder distributions despite softer operating performance. Against this backdrop, we’ll explore how a...
ASX:DXS
ASX:DXSOffice REITs

DEXUS (ASX:DXS) Is Up 7.7% After Authorizing 10% Buyback And Returning To Profitability – Has The Bull Case Changed?

In February 2026, DEXUS (ASX:DXS) announced a share repurchase program of up to 10% of its 1,075,565,246 issued shares, to be funded from existing facilities and working capital and running until December 31, 2026, alongside half-year results to December 31, 2025 showing revenue of A$735.2 million and net income of A$364.6 million. The combination of a sizeable buyback authorization and a swing from a prior period loss to solid profitability highlights management’s active capital management...
ASX:ANZ
ASX:ANZBanks

Should Inflation Data and ANZ’s Asia-Pacific Payments Push Require Action From ANZ Group (ASX:ANZ) Investors?

In recent days, ANZ Group Holdings has been highlighted as a growing Asia-Pacific payments and trade gateway, while sector-wide attention has centred on upcoming Australian inflation data and its implications for interest rates. This mix of technology-driven expansion, regulatory stability and shifting macro expectations is shaping how investors interpret ANZ’s role in regional money flows and banking profitability. We’ll now examine how the focus on inflation data and interest-rate...
ASX:HDN
ASX:HDNRetail REITs

HomeCo Daily Needs REIT (ASX:HDN) Valuation After Strong Half Year Earnings And Cooling Short Term Returns

Half year earnings event puts HomeCo Daily Needs REIT in focus HomeCo Daily Needs REIT (ASX:HDN) has come into focus after reporting half year earnings to 31 December 2025, with sales of A$190.4 million and net income of A$243.5 million. Basic and diluted earnings per share from continuing operations were A$0.1167 for the period, compared with A$0.0561 a year earlier. This gives investors fresh numbers to assess the real estate trust. See our latest analysis for HomeCo Daily Needs...