Australian IT Stock News

ASX:LYC
ASX:LYCMetals and Mining

Is Record Output And Heavy RE Separation Altering The Investment Case For Lynas Rare Earths (ASX:LYC)?

Lynas Rare Earths recently reported record rare earth production, achieved the first commercial heavy rare earths separation outside China, secured a 10‑year renewal for its Malaysian processing licence, and extended its long-term supply agreement with Japanese partners through 2038. At the same time, US‑China diplomatic talks have prompted investors to reassess the geopolitical premium on critical minerals suppliers like Lynas, reframing how its strengthened supply agreements and processing...
ASX:ASX
ASX:ASXCapital Markets

Can ASX (ASX:ASX) Turn a Tech-Focused CEO Appointment Into Sustainable Market Infrastructure Leadership?

ASX Limited has announced that Anthony Attia, a veteran of nearly 30 years in global exchange and market infrastructure roles, will become Managing Director and CEO on 1 September 2026, succeeding Helen Lofthouse after an interim period led by Darren Yip. Attia’s background in building trading platforms, post-trade systems and multi-asset clearing at Euronext, ICE and NYSE Euronext signals a leadership focus steeped in complex technology and market infrastructure transformation. We’ll now...
ASX:FMG
ASX:FMGMetals and Mining

A Look At Fortescue (ASX:FMG) Valuation After Landmark Native Title Compensation Ruling

Fortescue (ASX:FMG) is back in focus after the Federal Court ordered the miner to pay A$150 million in native title compensation to the Yindjibarndi traditional owners, which is the largest such payout in Australia. See our latest analysis for Fortescue. The latest ruling comes at a time when Fortescue’s share price has shown positive momentum, with a 7 day share price return of 9.06% and a 30 day share price return of 11.05%. The 1 year total shareholder return of 41.10% highlights how...
ASX:BHP
ASX:BHPMetals and Mining

Is BHP (ASX:BHP) Quietly Recasting Its Core Identity Around Copper And Electrification?

BHP Group recently presented at the Bank of America Global Metals, Mining & Steel Conference in Miami, where President of Americas Brandon Craig outlined the company’s portfolio repositioning toward copper and potash alongside initiatives in tailings management and operational sustainability. A key takeaway is copper’s growing centrality to BHP’s earnings mix, now contributing over half of underlying EBITDA, as the group aligns its growth projects with long-term electrification,...
ASX:MAD
ASX:MADCommercial Services

A Look At Mader Group’s Valuation After Iron Ore Strength And Broker Optimism

Iron ore strength and broker optimism put Mader Group in focus Mader Group (ASX:MAD) moved higher after a 4% share price gain, with strong growth in Western Australia's iron ore sector lifting demand for its maintenance services and positive broker commentary adding to interest. See our latest analysis for Mader Group. At around A$7.73, the stock has seen a 1-day share price return of 4.46%, while the 90-day share price return is down 8.41%. The 5-year total shareholder return of more than 8x...
ASX:EMR
ASX:EMRMetals and Mining

How Investors May Respond To Emerald Resources (ASX:EMR) Advancing Dingo Range And Multi‑Mine Gold Strategy

Emerald Resources recently secured final works approval for its Dingo Range Gold Project and reported strong operational performance at its Okvau Gold Mine, supported by higher gold prices. This combination marks a key step in Emerald Resources’ ambition to evolve into a multi-mine producer spanning Australia and Cambodia. We’ll now examine how the Dingo Range approval and multi-mine ambitions shape Emerald Resources’ investment narrative for investors. The future of work is here...
ASX:COL
ASX:COLConsumer Retailing

Coles Group Third Quarter Sales Update And What It Could Mean For Valuation

Third quarter sales update and why it matters for Coles Group Coles Group (ASX:COL) has released its third quarter trading update, reporting Total Group sales revenue of A$10,703 million for 5 January to 29 March 2026, compared with A$10,379 million a year earlier. For you as an investor, this kind of trading statement offers a timely snapshot of how the supermarket and liquor business is tracking during the current financial year. It can also influence how the market views the stock’s...
ASX:EIQ
ASX:EIQSoftware

ASX Penny Stocks To Watch: Bell Financial Group And Two Others

The Australian share market is experiencing a downturn, with recent budget announcements and international economic pressures contributing to the decline. Despite these challenges, investors continue to seek opportunities in various sectors, including penny stocks. Often seen as smaller or newer companies, penny stocks can offer growth potential at lower price points when they have strong financials and solid fundamentals. In this article, we explore three such stocks that stand out for their...
ASX:AGL
ASX:AGLIntegrated Utilities

AGL Energy (ASX:AGL) Valuation After Higher FY26 Earnings Guidance And Battery Investment Plans

Conference update and earnings guidance shift AGL Energy (ASX:AGL) has moved back into focus after CEO Damien Nicks updated investors at the Macquarie Australia Conference, outlining higher FY26 earnings guidance supported by improved coal fleet availability. The company also highlighted a planned A$2b battery rollout, a program that is affecting near term free cash flow and drawing attention from investors watching both the balance sheet and the stock's developing technical pattern. See our...
ASX:TLX
ASX:TLXBiotechs

A Look At Telix Pharmaceuticals (ASX:TLX) Valuation After Recent FDA And Pipeline Milestones

Telix Pharmaceuticals (ASX:TLX) is back in focus after the FDA accepted its resubmitted New Drug Application for brain imaging agent Pixclara and the company reaffirmed its FY2026 revenue guidance alongside several late stage pipeline updates. See our latest analysis for Telix Pharmaceuticals. At A$14.52, Telix’s stock has given investors a 59.91% 90 day share price return and a 27.82% year to date share price return, yet the 1 year total shareholder return is down 43.19%, so near term...
ASX:EVN
ASX:EVNMetals and Mining

Does Evolution Mining’s (ASX:EVN) Net Cash Shift Redefine Its Capital Allocation Playbook?

Earlier this week, Evolution Mining reported strong cash flow generation and a shift to a net cash balance sheet position despite ongoing volatility in global gold markets. This move into net cash underlines the company’s capacity to convert higher realised gold prices into balance sheet strength, potentially enhancing its financial flexibility for future operations and investment. We’ll now examine how Evolution Mining’s move to a net cash position may influence the company’s broader...
ASX:PRU
ASX:PRUMetals and Mining

A Look At Perseus Mining (ASX:PRU) Valuation After New Chief Operating Officer Appointment

Perseus Mining (ASX:PRU) has drawn fresh attention after appointing Wade Bickley as Chief Operating Officer, bringing more than 25 years of gold and base metals operational experience across Australia, West Africa and Southern Africa. See our latest analysis for Perseus Mining. The A$5.65 share price has been edging higher in the short term, with a 7 day share price return of 4.05% following the COO announcement, while a 1 year total shareholder return of 73.69% points to strong underlying...
ASX:PRN
ASX:PRNMetals and Mining

Perenti (ASX:PRN) Valuation Check After A$850 Million Bellevue Gold Contract Win

Perenti (ASX:PRN) has moved back into focus after its underground mining subsidiary, Barminco, secured an approximately A$850 million contract at Bellevue Gold’s Western Australian project. This multi year deal extends revenue visibility. See our latest analysis for Perenti. Recent trading has picked up, with an 8.37% 1 day share price return and 14.29% 7 day share price return lifting Perenti to A$2.20. However, the 90 day share price return is down 16.98% and sits against a 5 year total...
ASX:MQG
ASX:MQGCapital Markets

Does Near-Record Profit And Higher Dividend Change The Bull Case For Macquarie Group (ASX:MQG)?

Macquarie Group’s full-year results to 31 March 2026 showed net income rising to A$4.85 billion on revenue of A$19.48 billion, with basic earnings per share from continuing operations increasing to A$12.77. The company delivered its second-biggest annual profit ever, lifted dividends to A$7.00 per share, and reported especially strong contributions from its Commodities and Global Markets and Asset Management divisions. We’ll now examine how this strong profit outcome and higher dividend...
ASX:CCL
ASX:CCLDiversified Financial

Cuscal (ASX:CCL) Valuation Check After Recent Follow On Equity Offering

Why Cuscal’s latest equity raise is drawing fresh attention Cuscal (ASX:CCL) has completed a follow on equity offering of A$3.001464 million, issuing 750,366 ordinary shares at A$4 each. This funding move puts the company’s capital structure in focus for investors. See our latest analysis for Cuscal. The recent follow on offering comes at a time when Cuscal’s share price is A$4.66, with a 30 day share price return of 10.69% and a 1 year total shareholder return of 76.53%. This suggests...
ASX:STO
ASX:STOOil and Gas

Assessing Santos (ASX:STO) Valuation After Approving The Agogo Production Facility Tie In Project

Santos approves Agogo tie in project Santos (ASX:STO) has approved the Agogo Production Facility Tie In Project in Papua New Guinea, a material move for the stock as it converts undeveloped reserves and targets project level returns. See our latest analysis for Santos. The Agogo decision comes as Santos trades at A$7.68, with the stock posting a 12.61% 90 day share price return and a 24.88% year to date share price return, while the 1 year total shareholder return stands at 25.38%. If this...
ASX:DRO
ASX:DROAerospace & Defense

Is ASIC’s Probe of DroneShield (ASX:DRO) a Pivotal Test of Its Governance Narrative?

Earlier in May 2026, DroneShield disclosed that ASIC is investigating its November 2025 announcements and related executive share trading, particularly around a withdrawn U.S. handheld systems contract update. This probe puts the company’s disclosure practices and governance under the microscope at a time when its defence technology operations and contract pipeline remain in focus. We’ll now examine how the ASIC investigation into November 2025 disclosures reshapes DroneShield’s investment...
ASX:ELV
ASX:ELVMetals and Mining

Elevra Lithium Refocuses On North America With Moblan Offtake Control

Elevra Lithium (ASX:ELV) has agreed to sell its entire interest in the Ewoyaa Lithium Project in Ghana to Zhejiang Huayou Cobalt. The company plans to redeploy capital toward its North American lithium portfolio following the transaction. Elevra has repurchased and terminated a long term offtake agreement for the Moblan Lithium Project in Canada, gaining 100% offtake rights. Elevra Lithium focuses on lithium assets, a key input for electric vehicle batteries and energy storage. By exiting...
ASX:GGP
ASX:GGPMetals and Mining

Why Greatland Resources (ASX:GGP) Is Up 5.8% After High-Grade Pinnacles Drill Hit Near Telfer

Greatland Resources recently reported that deep diamond drill hole WRC14503A at the Pinnacles prospect intersected 58.7m at 6.5g/t gold and 0.1% copper, confirming high-grade mineralisation about 1.2km south of the existing West Dome Underground mineral resource at Telfer. This intercept, located roughly 1.5km from Telfer’s existing underground crusher and hoist, highlights the potential to link new high-grade zones into underutilised infrastructure, which could be important for future mine...
ASX:GMG
ASX:GMGIndustrial REITs

How Investors Are Reacting To Goodman Group (ASX:GMG) Pivoting Heavily Toward Global Data Centre Development

In the past few days, Bell Potter Securities reiterated its positive view on Goodman Group after a strong first-half FY26 operating profit of A$1.2 billion, underpinned by data centre projects that now represent 73% of its development pipeline. The company’s global data centre power bank has expanded to 6.00 gigawatts across 16 cities, reinforcing its position as a major developer of powered metropolitan data centre land. We’ll now examine how Goodman’s accelerating shift toward large-scale...