Australian Semiconductors Stock News

Elsight (ASX:ELS) has reported its full year 2025 results, with sales of US$22.8 million and net income of US$7.48 million, a shift from the prior year’s net loss. See our latest analysis for Elsight. The latest full year results arrive alongside very strong share price momentum. A 1 day share price return of 8.67% and a 90 day share price return of 170.53% have helped lift the 1 year total shareholder return to a very large gain, which suggests investors have rapidly reappraised both growth...

Why Mesoblast’s latest guidance matters for shareholders Mesoblast (ASX:MSB) has just paired a detailed half year earnings update with new revenue guidance for its key product Ryoncil, giving investors fresh numbers on both recent performance and management expectations. The company reported half year revenue of US$51.34 million and a net loss of US$40.16 million, and now forecasts full year 2026 Ryoncil net revenue between US$110 million and US$120 million. See our latest analysis for...

Telix Pharmaceuticals (ASX:TLX) has entered an AI research collaboration with University Hospital Essen focused on PSMA-PET imaging in prostate cancer. The partnership will use Telix’s AI tools and the PROMISE-PET registry to build prognostic models for prostate cancer imaging. Telix has also submitted a European marketing authorization application for TLX101-Px, an advanced glioma imaging candidate. The glioma submission aims to address the need for more consistent, high-quality brain...

Mineral Resources (ASX:MIN) has drawn fresh attention after reporting half year earnings to 31 December 2025, with sales of A$3,052 million and net income of A$495 million, compared with a net loss a year earlier. See our latest analysis for Mineral Resources. The earnings rebound sits alongside a 26.5% 90 day share price return and a very large 1 year total shareholder return of about 2.5x, while the 3 year total shareholder return remains negative. This suggests that momentum is building...

TPG Telecom Limited recently reported full-year 2025 results, with revenue of A$5,041 million and net income of A$461 million, and declared an ordinary dividend of A$0.09 per share for the six months ended 31 December 2025, payable on 2 April 2026 to shareholders on record as of 6 March 2026. The return to profit, alongside network coverage expansion to 98.5% of the population and growing mobile service revenue from digital-first brands, highlights how TPG Telecom is converting past...

Why Ramelius Resources (ASX:RMS) is back on investors’ radar Ramelius Resources (ASX:RMS) packed several key updates into its 19 February announcement, including a move to a half year net loss, lower gold production, fresh 2026 guidance and a larger revolving facility. See our latest analysis for Ramelius Resources. Despite the half year net loss, lower production and facility refinancing, Ramelius Resources’ recent 1 day share price return of 4.36% sits within a stronger trend. The company...

Santos Limited recently reported full-year 2025 results showing net income of US$818 million, down from US$1.22 billion a year earlier, and declared a US$0.103 per share dividend for the six months ended 31 December 2025, payable on 25 March 2026. The company also confirmed unchanged 2026 production and sales guidance of 101–111 mmboe and announced the upcoming retirement of long-serving Non-Executive Director Yasmin Allen in February 2026, underscoring both operational continuity and...

South32 (ASX:S32) has moved back into the spotlight after Stephen Pearce took over as Chair following Karen Wood AM’s retirement, prompting investors to reassess the miner’s recent share gains and operational progress. See our latest analysis for South32. South32’s recent leadership change comes after a strong run in the share price, with the stock delivering a 42.22% 90 day share price return and a 34.91% 1 year total shareholder return from a latest share price of A$4.75. This suggests...

BHP Group (ASX:BHP) is back in focus after reporting a stronger than expected half year profit, with copper now contributing 51% of operating earnings and overtaking iron ore for the first time. See our latest analysis for BHP Group. The half year result, higher copper contribution and new production guidance have coincided with strong momentum, with BHP’s share price return of 39.22% over 90 days and a 56.07% total shareholder return over one year from dividends and price gains. If this...

What triggered fresh interest in Redox shares Redox (ASX:RDX) has come into focus after declaring an ordinary fully paid dividend of A$0.065 per share, alongside half year results to 31 December 2025, which reported higher sales and net income than a year earlier. See our latest analysis for Redox. The earnings and dividend announcement has arrived alongside a 1-day share price return of 3.12% to A$3.31, following a 90-day share price return of 15.33% and a 1-year total shareholder return of...

Macmahon Holdings Limited recently reported improved half-year results to 31 December 2025, lifted its fully franked interim dividend to A$0.0095 per share, reaffirmed FY26 earnings guidance, and earlier this year added experienced executive Tom Quinn as an Independent Non-Executive Director effective 16 March 2026. The combination of higher earnings, a larger dividend payout ratio aligned with its updated policy, and board refresh with cross-sector expertise may influence how investors...

Eagers Automotive Limited recently reported full-year 2025 results, with sales rising to A$13.05 billion and net income to A$226.66 million, and it also declared an ordinary dividend of A$0.50 per share for the six months ended 31 December 2025, paid on 19 March 2026. The combination of higher earnings per share from continuing operations and a cash dividend underscores the company’s ability to convert revenue into distributable profits for shareholders. We’ll now examine how this higher...

Red Hill Minerals (ASX:RHI) has put fresh numbers on the board for H1 2026, with the trailing 12 month picture showing revenue of A$21.9 million, basic EPS of A$0.25 and net income of A$16.1 million as investors weigh what this means at the current A$5.16 share price. The company has seen revenue move from A$0.28 million in H2 2024 to A$3.79 million in H1 2025 and A$8.10 million in H2 2025, alongside basic EPS of A$2.42, A$0.06 and A$0.09 across those halves. This sets a clear context for the...

Bapcor Limited recently reported a half-year statutory net loss of A$104.8 million, following lower sales of A$973.03 million and significant impairment charges, and simultaneously launched a deeply discounted A$200 million equity raising via an entitlement offer and placement to strengthen its balance sheet. Alongside these results, new leadership has flagged a comprehensive turnaround plan focused on pricing, inventory, IT modernisation and supply chain simplification, signalling an...

In February 2026, Light & Wonder reported fourth-quarter 2025 results showing revenue rising to US$891 million from US$797 million a year earlier, but swinging from net income of US$107 million to a net loss of US$15 million and posting a basic loss per share of US$0.19 from continuing operations. For 2025 as a whole, the company delivered higher revenue of US$3.31 billion while net income eased to US$276 million, and it completed US$1.16 billion of share repurchases totaling 13,059,462...

Aristocrat Leisure recently reported further progress on its on-market buy-back of ordinary shares and received multiple honours at the 8th Annual Eilers & Krejcik Gaming Slot Awards, including “Best Overall Supplier of Slot Content” and “Social Casino Operator of the Year.” These awards, combined with the ongoing share repurchase program, highlight both external recognition of Aristocrat’s gaming content leadership and management’s active approach to capital allocation. We’ll now explore...

Whitehaven Coal (ASX:WHC) is back in focus after the board approved a new on market share buyback of up to A$32 million, alongside a reduced A$0.04 dividend for the half year. See our latest analysis for Whitehaven Coal. The new on market buyback and lower dividend come after a mixed stretch for the shares, with a 1 day share price return of 1.66% and a 90 day share price return of 11.52%, set against a 10.08% decline over 30 days and a very large 5 year total shareholder return. Taken...

Waypoint REIT recently reported its full-year 2025 results, with sales of A$162.6 million, net income of A$200.1 million, and higher earnings per share despite slightly lower revenue than the prior year. The results highlighted resilient rental income, a 1% uplift in distributable earnings per security, a completed A$50 million buyback below net tangible asset value, and long-term lease extensions with major tenant Viva Energy Australia that are set to increase aggregate rent from August...

Zimplats Holdings (ASX:ZIM) has put fresh numbers on the table, releasing interim results for the half year to 31 December 2025 that show higher sales, profit and earnings per share. See our latest analysis for Zimplats Holdings. The latest interim earnings release appears to have shifted sentiment, with a 3.78% 1 day share price return and 9.00% 7 day share price return, building on a 20.10% 90 day share price return and 80.60% 1 year total shareholder return, even though the year to date...

Ampol Limited has reported its full-year 2025 results, with sales of A$31.37 billion and net income of A$82.4 million, alongside basic earnings per share from continuing operations of A$0.346. Despite lower sales and earnings than the prior year, the board has declared a fully franked ordinary dividend of A$0.60 per share for the second half of 2025, highlighting its current capital return stance. We’ll now examine how this combination of weaker earnings and a fully franked A$0.60 dividend...

NEXTDC Limited recently reported its half-year results for the period ended December 31, 2025, recording a net loss of A$39.35 million compared with A$42.67 million a year earlier. This narrowing loss, alongside a smaller basic and diluted loss per share of A$0.0614 versus A$0.0685 previously, points to gradual operational improvement. With losses narrowing and per-share results improving, we’ll now examine how this progress toward profitability shapes NEXTDC’s broader investment...

Why Imdex’s latest earnings and dividend update matter Imdex (ASX:IMD) has just reported half year earnings and announced a fully franked interim dividend, a combination that puts both its recent profitability and current income profile in focus for shareholders. See our latest analysis for Imdex. The earnings update and fully franked interim dividend appear to have coincided with stronger interest in the stock. Imdex’s 30 day share price return of 12.93% and 1 year total shareholder return...

AIC Mines Limited recently reported its half-year results for the period ended December 31, 2025, with sales of A$110.59 million and net income of A$17.35 million, both higher than the prior year. The company also lifted basic earnings per share from continuing operations to A$0.0223, highlighting improved profitability on a per-share basis. We’ll now examine how this earnings and sales growth shapes AIC Mines’ investment narrative and what it might mean for investors. Uncover the next big...

Neuren Pharmaceuticals recently reported its full-year 2025 results, with revenue of A$84.84 million and net income of A$30.44 million, alongside a trading pause on the ASX pending a market-sensitive announcement. Despite lower year-on-year earnings, Neuren highlighted increased DAYBUE royalties, a new share buy-back program, and progress in its NNZ-2591 pipeline, including an FDA Fast Track designation, underscoring the company’s focus on advancing its rare neurological disorder...