Australian Semiconductors Stock News

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Goodman Group earnings and data centre pivot Goodman Group (ASX:GMG) has put its data centre ambitions front and centre after its latest half year earnings, reported on 18 February 2026, triggered a sharp share price reaction despite solid operational metrics. See our latest analysis for Goodman Group. The latest earnings update came after a choppy year for investors, with a 1-year total shareholder return decline of 11.43% contrasting with a 3-year total shareholder return of 56.61% and a...

Megaport’s recent half-year 2026 results showed record revenue driven by recurring network services, improved EBITDA, and two acquisitions funded by a sizable equity raise, including a compute asset and an internet exchange. The company also lifted the lower end of its core network revenue guidance and reported very large growth in recurring revenue, with net revenue retention of 111% highlighting strong customer stickiness and greater use of its platform. Now we’ll explore how Megaport’s...

APA Group (ASX:APA) recently reported half year earnings to 31 December 2025, with net income of A$81 million compared with A$18 million a year earlier, alongside modestly lower sales of A$1,599 million. See our latest analysis for APA Group. APA Group’s recent half year earnings announcement and upcoming cash dividends appear to have supported interest in the stock, with a 1.7% 30 day share price return and a much stronger 1 year total shareholder return of 47.7% suggesting momentum has...

Southern Cross Electrical Engineering Limited has reported past half-year results to 31 December 2025, with sales of A$349.1 million and a net loss of A$12.78 million, reversing the prior period’s profit. Despite moving into loss and reporting a basic loss per share of A$0.0482, the company still declared a dividend of A$0.025 per share for the period, which may raise questions about capital allocation and balance sheet strength. We’ll now examine how the shift from profit to loss, alongside...

Why IPH (ASX:IPH) is back on investors’ radar IPH (ASX:IPH) has drawn fresh attention after its half year 2025 earnings update showed higher revenue and net income compared with the prior period, followed closely by a new on market share buyback announcement. See our latest analysis for IPH. IPH’s latest earnings and the fresh buyback plan have arrived after a choppy period, with a 7 day share price return of 7.9% following shorter term weakness, while the 1 year total shareholder return of...

Telstra Group (ASX:TLS) is back in focus after its half year 2026 earnings, a higher interim dividend, and an expanded on market buyback program that together highlight management’s capital return priorities. See our latest analysis for Telstra Group. Those capital returns come on top of a strong run in the shares, with the latest A$5.11 price sitting alongside a 30 day share price return of 8.26% and a 1 year total shareholder return of 28.46%, which suggests that momentum has been building...

Reliance Worldwide (ASX:RWC) has launched a share repurchase program of up to $15.3 million shortly after reporting weaker half year earnings, lower earnings per share and a reduced unfranked dividend. See our latest analysis for Reliance Worldwide. Those weaker half year earnings and the reduced dividend have been followed by a sharp reset in sentiment, with a 7 day share price return of a 13.45% decline and a 1 year total shareholder return of a 30.72% decline, suggesting momentum has faded...

In the past week, Appen announced its upcoming 26 February 2026 earnings report, drawing heightened attention to guidance on AI data services and operating margins. This focus on how contract bookings and margin trends are evolving has turned the earnings release into a key test of Appen’s business progress. We’ll now examine how this heightened focus on margin recovery and AI contract trends may reshape Appen’s existing investment narrative. This technology could replace computers: discover...

Paladin Energy Ltd. recently received Ministerial approval for its Environmental Impact Statement under Saskatchewan’s Environmental Assessment Act for the Patterson Lake South uranium project in Canada, a prerequisite for securing future construction and operating permits. This clearance removes a key provincial regulatory hurdle for one of Paladin’s core growth projects, potentially reshaping the company’s long-term production mix and asset footprint in the Athabasca Basin. We’ll now...

Santos (ASX:STO) is back in focus after a sharp profit decline, a planned 10% workforce reduction, and a review of its Australian asset portfolio. The review is aimed at improving efficiency and shareholder returns. See our latest analysis for Santos. Santos shares trade at A$6.94, with a 1-day share price return of a 0.86% decline, a 12.85% year to date share price return and a 9.29% 1 year total shareholder return. This suggests momentum has been gradually rebuilding as investors weigh cost...