Australian IT Stock News

Orica (ASX:ORI) ticked higher after investors warmed to its A$500 million share buyback ahead of the 16 December AGM and a dividend landing on 22 December, as Materials sector strength added support. See our latest analysis for Orica. At A$23.65, Orica’s share price has delivered a strong year to date, with a double digit 90 day share price return and robust one year total shareholder return. This suggests momentum is still building as buybacks and dividends reshape the risk reward...

4DMedical (ASX:4DX) just announced a significant expansion of its distribution agreement with Koninklijke Philips for its FDA cleared CT:VQ non contrast lung imaging solution, sharpening investor focus on how widely this technology could scale. See our latest analysis for 4DMedical. The expanded Philips deal lands on top of a sharp run, with 4DMedical delivering a 51.02% 1 month share price return and a 377.42% 1 year total shareholder return. This suggests momentum is still building despite...

Santos (ASX:STO) is back in focus after fresh updates on its Barossa LNG startup issues, looming east coast gas market reforms, and a revamped dividend policy that will lift free cash flow payouts from 2026. See our latest analysis for Santos. Those Barossa setbacks and regulatory jitters help explain why the 90 day share price return sits at a weak negative 17.52 percent. Even so, the five year total shareholder return of 22.35 percent shows the longer term story is still intact and suggests...

As the Australian market shows signs of recovery with a potential year-end rally, investors are keenly observing growth stocks that may benefit from this positive momentum. In such an environment, companies with high insider ownership can often be appealing as they suggest confidence from those who know the business best.

As the Australian market shows signs of potential recovery with a late-week rally, investors are keenly observing opportunities that might arise from recent economic shifts. In this context, identifying undervalued stocks can be particularly appealing, as they may offer growth potential amidst current market fluctuations and rate adjustments.

As the Australian market shows signs of a potential rally to close out the year, investors are keenly watching for opportunities that align with these shifting dynamics. Penny stocks, often seen as relics from past market eras, continue to attract attention due to their affordability and growth potential. By focusing on those with strong financial foundations and clear paths forward, investors may uncover promising opportunities among these smaller or newer companies.

Why Meteoric’s First Rare Earth Output Matters Meteoric Resources (ASX:MEI) has just delivered its first Mixed Rare Earth Carbonate from the Caldeira pilot plant in Brazil, a key technical proof point ahead of the Definitive Feasibility Study. With stable pilot throughput and full process water recovery demonstrated, the Caldeira Project is moving from concept toward potential commercial reality, sharpening Meteoric’s hand in upcoming offtake negotiations. See our latest analysis for Meteoric...

Westgold Resources (ASX:WGX) has just crossed an important line at Great Fingall, moving from development into true production as it starts mining virgin high grade stopes to feed its Cue processing hub. See our latest analysis for Westgold Resources. That shift into high grade production at Great Fingall comes on top of a powerful re-rating, with Westgold delivering a 90 day share price return of 57.22 percent and a three year total shareholder return of 761.68 percent. This suggests...

At its recent AGM on 12 December 2025, National Australia Bank shareholders approved changes to the company’s constitution, passed all core resolutions, confirmed completion of AUSTRAC remediation, and declared a fully franked final dividend of A$0.85 per share. The meeting also underscored NAB’s focus on business bank and deposit growth, proprietary home lending, and strengthened fraud prevention, while shareholder proposals on deforestation were rejected, signalling the board’s preferred...

In December 2025, ANZ Group Holdings disclosed that former CEO Shayne Elliott had commenced legal action in the NSW Supreme Court over reduced long-term variable remuneration for 2025 and 2026, following the Board’s decision that Australian-based Group Executives (excluding those in acting roles) would receive no short-term variable pay for the 2025 financial year. This dispute puts a spotlight on how ANZ’s Board is applying APRA’s CPS 511 rules to align executive pay with risk and...

Vulcan Energy Resources has recently secured a €1.19 billion (A$2.12 billion) multi-lender debt package and filed a large follow-on equity and rights offering, including several tranches of ordinary shares at A$4 per share, to fund its Phase One project. The involvement of institutions such as the European Investment Bank, multiple export credit agencies, and major commercial banks signals meaningful external confidence in Vulcan’s project financing structure and long-term funding...

Earlier this week, broker Ord Minnett upgraded its rating on uranium developer Deep Yellow from hold to accumulate, highlighting improved earnings expectations tied to potential uranium price gains by 2026. This shift in broker sentiment underscores how closely Deep Yellow’s investment case is linked to the broader uranium price outlook and earnings leverage. With uranium price expectations a key driver of Ord Minnett’s upgrade, we’ll now examine how this development shapes Deep Yellow’s...

Mitsubishi UFJ Financial Group and First Sentier Investors, along with related entities, have recently disclosed that they no longer hold substantial stakes in JB Hi-Fi, marking a shift in the company’s major institutional shareholder base. This withdrawal of large institutional holders coincides with technical indicators of increased selling pressure, raising questions about how JB Hi-Fi’s ownership changes could influence its future corporate direction. We’ll now examine how the exit of...

Bank of Queensland (ASX:BOQ) just saw shareholders vote in activist campaigner Stephen Mayne as a director at its AGM, a rare non board endorsed win that puts governance and strategy firmly in focus. See our latest analysis for Bank of Queensland. The activism spotlight has landed on Bank of Queensland just as sentiment has been mixed, with the latest A$6.52 share price sitting against a slightly negative year to date share price return but a positive multi year total shareholder return...

Earlier in December 2025, BHP Group agreed to sell a 49% stake in its Western Australia Iron Ore inland power network to BlackRock’s Global Infrastructure Partners for US$2.00 billion, retaining 51% ownership and full operational control while paying usage-linked tariffs over 25 years. The deal effectively converts a core-but-non-mining asset into cash that can be redirected toward areas like copper and potash growth, while partnering with a long-term infrastructure investor to support...

BWP Management Limited, as responsible entity for BWP Trust, previously announced a preliminary interim distribution estimate of 9.58 cents per stapled security for the six months to 31 December 2025, with an ex-distribution date of 30 December 2025 and an expected payment on 27 February 2026. The 4.1% uplift in the BWP Trust distribution versus the prior period, with no conduit foreign income, highlights resilient domestic cash generation from its Australian property portfolio. We’ll now...

Recent analysis showing Champion Iron (ASX:CIA) ROCE sliding from around 47% to roughly 9% in five years has investors rethinking how effectively its heavier spending is translating into future profitability. See our latest analysis for Champion Iron. Despite those softer returns on capital, the market has been more upbeat lately. The 3 month share price return of 38.7% has pushed Champion Iron to A$6.24 and backed up a solid 1 year total shareholder return of 10.9%. If this shift in...

While Lovisa Holdings Limited ( ASX:LOV ) shareholders are probably generally happy, the stock hasn't had particularly...

To the annoyance of some shareholders, Farm Pride Foods Limited ( ASX:FRM ) shares are down a considerable 26% in the...

Insiders who bought ARC Funds Limited ( ASX:ARC ) stock in the last 12 months were richly rewarded last week. The...

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

Catalyst Metals Limited recently announced that its Chief Financial Officer, Elena O’Connor, has departed, with her responsibilities temporarily allocated across the senior leadership team while a search for a permanent replacement is underway. This transition places extra focus on how Catalyst Metals’ leadership manages financial oversight and continuity during a period of executive change. Next, we’ll examine how the CFO departure and the interim sharing of financial responsibilities might...

At its December 11, 2025 AGM, Westpac Banking Corporation approved amendments to its constitution amid recent operational disruptions, including an eftpos outage that temporarily affected merchant and eCommerce transactions. At the same time, the bank’s improved profit and net interest income trends, alongside an analyst ratings upgrade, are reshaping investor debate around its longer-term earnings outlook and risk profile. We’ll now examine how Westpac’s recent profit uplift and analyst...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...