Australian Semiconductors Stock News

Objective (ASX:OCL) has put capital management in focus after its Board approved a share buyback of up to 9,590,176 shares, or 10% of issued capital, running through to February 2027. See our latest analysis for Objective. The buyback comes after a stretch where the 90 day share price return of Objective has declined 18.55%, while the 1 year total shareholder return is slightly positive at 0.57%. This suggests short term pressure against a still positive multi year outcome. If the buyback has...

As the Australian market navigates a week of uncertainty influenced by geopolitical tensions and fluctuating commodity prices, investors are keenly observing growth opportunities that align with these shifting dynamics. In such an environment, companies with high insider ownership often stand out as they indicate confidence from those closest to the business, making them compelling considerations for those seeking robust growth potential amidst market hesitancy.

As the Australian market navigates a period of uncertainty marked by mixed unemployment figures and global economic tensions, investors are keenly observing opportunities that may arise from these fluctuations. In such an environment, identifying stocks that could be trading below their estimated value can be particularly appealing, as they offer potential for growth when market conditions stabilize.

The Australian market is navigating a period of uncertainty, with mixed unemployment figures and global economic tensions influencing investor sentiment. Amidst this backdrop, identifying promising small-cap stocks can be particularly rewarding, as these companies often possess unique growth potential that may not yet be fully recognized by the broader market.

As the Australian market navigates a week marked by geopolitical tensions and mixed economic data, investor sentiment remains cautious. Despite this hesitancy, there is still interest in exploring opportunities within the realm of penny stocks, which often represent smaller or newer companies with potential for growth. While the term "penny stocks" may seem outdated, these investments can offer a unique blend of affordability and potential when supported by strong financials.

Generation Development Group (ASX:GDG) reported a 36% year on year rise in group funds under management to A$34.5b, supported by record inflows at Generation Life and strong net inflows at Evidentia. See our latest analysis for Generation Development Group. Despite the strong funds under management update, the share price has been under pressure, with a 7 day share price return of 11.25% and a 90 day share price return of 24.49%. However, the 1 year total shareholder return of 29.97% and very...

Emerald Resources recently released its Q4 operational update on the Okvau Gold project in Cambodia, while State Street Corporation disclosed it has fallen below the substantial shareholder threshold in the company as of 21 January 2026. This combination of fresh production disclosures and a shift in the institutional register offers investors a clearer view of both project execution and evolving shareholder influence. We’ll now explore how Emerald Resources’ latest Okvau operational update...

New Murchison Gold (ASX:NMG) is back on watch after reporting its first full quarter of production from the Crown Prince Gold Mine, delivering 22,766 ounces and closing the December 2025 quarter with A$92 million in cash. See our latest analysis for New Murchison Gold. The strong first production quarter comes on top of a sharp shift in market sentiment, with the share price at A$0.073 after a 48.98% 30 day share price return and a very large 1 year total shareholder return. This suggests...

WiseTech Global recently released its FY26 timetable for half-year and full-year results, dividend declarations, director nomination deadlines and its Annual General Meeting, providing a clear schedule of upcoming corporate events for investors. This detailed calendar comes as the company continues to face heightened scrutiny following regulatory investigations and board changes that have drawn sustained investor attention. Against this backdrop of regulatory scrutiny and clarified FY26...

Boab Metals Limited has confirmed that all resolutions put to its 23 January 2026 General Meeting in Perth were passed on a poll, including ratification of Tranche 1 shares and approval of Tranche 2 share issuance under ASX Listing Rules 7.1 and 7.1A. This broad shareholder backing effectively locks in Boab Metals’ planned equity funding pathway and preserves its placement capacity, strengthening the company’s financial flexibility. We’ll now examine how this shareholder endorsement of new...

St Barbara (ASX:SBM) is back in focus after completing a Pre Feasibility Study for its 15 Mile Processing Hub Project in Nova Scotia, outlining a long life and capital efficient gold operation. See our latest analysis for St Barbara. The 1 day share price return of 8.45% and 7 day share price return of 38.74% suggest interest has picked up quickly around the A$0.77 level. At the same time, the 1 year total shareholder return of 208% and 3 year total shareholder return of 140.68% point to...

Leadership changes and investor interest Boss Energy (ASX:BOE) has drawn fresh attention after long serving Chair Wyatt Buck signalled he will step down from the role, while remaining on the Board as a Non Executive Director. The company is recruiting a new Non Executive Chair and expects to finalise the appointment in the first half of 2026. This marks a key governance shift as it continues progressing the Honeymoon uranium project in South Australia. See our latest analysis for Boss...

In recent months, Weebit Nano announced licensing agreements for its ReRAM technology with Tier-1 semiconductor companies onsemi and Texas Instruments, while also achieving technology qualification at South Korean foundry DB HiTek to enable scalable manufacturing. These milestones collectively highlight growing industry validation of Weebit Nano’s ReRAM as a commercially viable memory solution rather than just a lab‑scale innovation. We’ll now explore how the DB HiTek qualification, in...

Earlier this week, New Zealand’s Commerce Commission warned Woolworths Group that its product delisting and range review processes risked breaching the Grocery Supply Code, prompting the retailer to update procedures and cooperate with the regulator. This intervention shines a light on how regulatory expectations in New Zealand could shape Woolworths’ supplier relationships and operational practices across its supermarket network. We’ll now examine how this regulatory scrutiny over delisting...

South32 recently reported a quicker-than-expected recovery at its Australian manganese operations after cyclone damage, while also confirming a temporary shutdown of the Mozal aluminium smelter in Mozambique following unsuccessful power price negotiations and associated one-off costs. This combination of stronger manganese output and the upcoming smelter closure has sharpened investor focus on how South32 balances operational resilience with cost and energy-related risks across its global...

Deep Yellow has announced the appointment of Greg Field as Chief Executive Officer and Managing Director, effective 2 February 2026, with Acting CEO Craig Barnes returning to his role as CFO. This leadership change comes alongside ongoing progress at the Tumas uranium project in Namibia, including advanced detailed engineering and supporting infrastructure agreements. We’ll now examine how the Tumas project’s engineering progress and leadership transition could influence Deep Yellow’s...

Why Qoria’s latest update rattled the market Qoria (ASX:QOR) released its quarterly update with strong recurring revenue metrics, high gross margins, and low churn. However, the share price dropped sharply after investors focused on higher marketing spend and negative free cash flow. See our latest analysis for Qoria. At A$0.355, Qoria’s recent quarterly update has been met with a sharp reset in expectations, with a 7 day share price return of 31.73% decline and a 30 day share price return of...

Technology One (ASX:TNE) is back in focus after outlining a plan to nearly double annualised recurring revenue to A$1b by decade end, supported by strong net revenue retention and new UK council wins. See our latest analysis for Technology One. Despite plans to lift annualised recurring revenue and recent London council wins, the share price return tells a mixed story, with a 1 day move of 2.76% against a 90 day share price return decline of 29.75%, while the 5 year total shareholder return...

NOVONIX (ASX:NVX) is back in focus after losing a large supply agreement with Stellantis and delaying the expected start of mass production for Panasonic-linked anode material until the second half of 2027. See our latest analysis for NOVONIX. The setbacks with Stellantis and the delayed Panasonic ramp up come against a backdrop of weaker trading momentum, with a 90 day share price return of 40.29% decline and a 1 year total shareholder return of 27.83% loss. The 5 year total shareholder...

Dividend announcement and what it means for investors Supply Network (ASX:SNL) has declared a fully franked interim dividend of A$0.36 per share for the six months to 31 December 2025, with an ex date of 18 March and payment on 2 April 2026. See our latest analysis for Supply Network. The dividend news lands after a 9.5% year to date share price return and a 9.5% 30 day share price return, while the 3 year total shareholder return of about 3x suggests longer term holders have already seen...

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...

With the business potentially at an important milestone, we thought we'd take a closer look at Ausgold Limited's...

Resolute Mining Limited has released its fourth quarter and full-year 2025 results, confirming lower gold production and sales versus 2024, alongside updated 2026 guidance of 250,000–275,000 ounces at a Group AISC of US$2,000–US$2,200 per ounce. The company also reaffirmed its JORC-compliant reserves and advanced the larger Doropo project towards a planned mid-2026 construction start and first gold in the first half of 2028, signalling a shift toward capital-intensive growth projects. We’ll...

Seafarms Group Limited ( ASX:SFG ) shareholders won't be pleased to see that the share price has had a very rough...