Australian Semiconductors Stock News

ASX:HDN
ASX:HDNRetail REITs

HomeCo Daily Needs REIT (ASX:HDN) Valuation After Strong Half Year Earnings And Cooling Short Term Returns

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...
ASX:GMG
ASX:GMGIndustrial REITs

Goodman Group Valuation Check As Data Centre Pivot And Earnings Jolt Share Price

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...
ASX:MP1
ASX:MP1IT

Why Megaport (ASX:MP1) Is Down 10.0% After Upgrading Core Network Guidance And Recurring Revenue Outlook

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...
ASX:APA
ASX:APAGas Utilities

Assessing APA Group’s Valuation After Strong Half Year 2025 Earnings Jump

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...
ASX:SXE
ASX:SXEConstruction

Southern Cross Electrical Engineering (ASX:SXE) Stays Loss-Making Yet Pays Dividend – What Is Management Signalling?

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...
ASX:IPH
ASX:IPHProfessional Services

Assessing IPH (ASX:IPH) Valuation After Its Half Year 2025 Earnings Reveal Revenue And Net Income Growth

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...
ASX:TLS
ASX:TLSTelecom

Assessing Telstra Group’s Valuation After Earnings Growth, Higher Dividend And Expanded Buyback Program

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...
ASX:RWC
ASX:RWCBuilding

Assessing Reliance Worldwide’s Valuation After Weaker Earnings And New Share Buyback Program

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...
ASX:APX
ASX:APXIT

How Investors Are Reacting To Appen (ASX:APX) Turning Earnings Into A Test Of Its AI Margin Story

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...
ASX:PDN
ASX:PDNOil and Gas

Does Paladin Energy’s (ASX:PDN) Saskatchewan Approval Quietly Redefine Its Long-Term Uranium Strategy?

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...
ASX:STO
ASX:STOOil and Gas

A Look At Santos (ASX:STO) Valuation As Profit Falls And Major Restructuring Plans Unfold

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...
ASX:NWH
ASX:NWHConstruction

NRW Holdings H1 2026 Loss Tests Bullish Margin Recovery Narrative

NRW Holdings (ASX:NWH) has just put out its H1 2026 scorecard, with total revenue for the half at about A$1.6 billion and a basic EPS loss of A$0.05 per share, setting the tone for a period where profitability drew as much attention as top line scale. The company has seen revenue move from A$1.49 billion in H2 2024 to A$1.65 billion in H1 2025 and A$1.62 billion in H2 2025, while basic EPS shifted from A$0.14 to A$0.11, then into a loss of A$0.05. This sets up a story that sits between growth...
ASX:WGX
ASX:WGXMetals and Mining

Is Westgold’s A$110m Asset Sale And Equity Exposure Strategy Altering The Investment Case For Westgold Resources (ASX:WGX)?

Westgold Resources has completed the divestment of its Mt Henry-Selene Gold Project to Alicanto Minerals, lifting total consideration to A$110 million as its Alicanto shareholding appreciated, while also securing ongoing exposure to the assets through its equity stake. At the same time, Westgold is set to remain a major shareholder in the soon-to-list Valiant Gold, giving its investors indirect exposure to new gold projects without bearing full development risk on its own balance...
ASX:WDS
ASX:WDSOil and Gas

Assessing Woodside Energy Group’s Valuation After Its 2025 Reserves Statement And Portfolio Strength Update

Woodside Energy Group (ASX:WDS) is back in focus after its 2025 annual reserves statement, which highlighted fresh reserve additions from sanctioned projects and solid reservoir performance at Pluto, Sangomar and other key assets. See our latest analysis for Woodside Energy Group. Recent trading suggests that momentum has picked up, with a 15.32% 30 day share price return and 14.54% year to date share price return, while the 1 year total shareholder return sits at 24.52% and longer term...
ASX:PME
ASX:PMEHealthcare Services

The Bull Case For Pro Medicus (ASX:PME) Could Change Following A Profit Surge And Higher Dividend – Learn Why

Pro Medicus Limited has already reported its half-year 2025 results, with revenue rising to A$128.94 million and net income to A$171.22 million, and declared an interim dividend of A$0.32 per share payable on 20 March 2026 to shareholders on the 27 February 2026 record date. The sharp jump in net income and earnings per share, coming alongside ongoing large contract wins and implementations, underlines how operational execution is feeding through to stronger profitability. Against this...
ASX:BXB
ASX:BXBCommercial Services

Brambles (ASX:BXB) Margin Improvement Reinforces Steady Earnings Narrative Ahead Of H1 2026 Results

Brambles (ASX:BXB) has put out its H1 2026 scorecard with context that matters, coming off H2 2025 revenue of about US$3.4 billion and basic EPS of US$0.30, alongside trailing 12 month revenue of roughly US$7.0 billion and EPS of US$0.68. Over the past few reported halves, revenue has ranged from US$3.4 billion to US$3.5 billion while basic EPS has moved between US$0.29 and US$0.32, giving investors a clear view of how top line scale and per share earnings have been tracking ahead of this...
ASX:PLS
ASX:PLSMetals and Mining

PLS Group (ASX:PLS) Losses Deepen, Testing Bullish Margin Recovery Narratives

PLS Group (ASX:PLS) has reported its H1 2026 result with trailing twelve month revenue of A$966.9 million and a net income loss of A$93.8 million, against a backdrop where recent halves have ranged from A$343.2 million to A$496.9 million in revenue and swung from a profit of A$36.7 million to a loss of A$126.4 million. The company has seen revenue move from A$496.9 million in H2 2024 to A$425.7 million in H1 2025 and A$343.2 million in H2 2025, while EPS shifted from A$0.012 in H2 2024 to...
ASX:BHP
ASX:BHPMetals and Mining

Is It Too Late To Consider BHP Group (ASX:BHP) After Strong Five Year Share Gains?

If you are looking at BHP Group and wondering whether the current share price gives you fair value for one of the biggest names in resources, this article is designed to walk you through that question step by step. BHP Group shares last closed at A$53.23, with returns of 2.2% over 7 days, 11.4% over 30 days, 16.3% year to date, 38.3% over 1 year, 32.8% over 3 years and 68.1% over 5 years, which naturally raises the question of what is already priced in. Recent coverage around BHP Group has...
ASX:WES
ASX:WESMultiline Retail

How Stronger Half-Year Earnings And AI-Funded Price Cuts At Wesfarmers (ASX:WES) Has Changed Its Investment Story

Wesfarmers Limited has reported past half-year results to 31 December 2025, with sales rising to A$24,212 million and net income to A$1,603 million, alongside higher basic earnings per share from continuing operations of A$1.414. Alongside the stronger headline numbers, management warned of uneven consumer spending and outlined plans for price cuts funded by productivity gains, including greater use of artificial intelligence. With these results in hand, we’ll now examine how stronger...
ASX:EVN
ASX:EVNMetals and Mining

Evolution Mining (ASX:EVN) Is Down 6.8% After Lifting Earnings And Fully Franked Dividend - Has The Bull Case Changed?

Evolution Mining Limited has already reported half-year 2025 results showing revenue of A$2,794.35 million and net income of A$766.57 million, and declared a fully franked ordinary dividend of A$0.20 per share for the period, payable on April 2, 2026. The combination of higher earnings per share and an increased fully franked dividend highlights stronger cash generation and management’s willingness to return more capital to shareholders. Next, we’ll explore how this stronger profitability...
ASX:CBA
ASX:CBABanks

Assessing Commonwealth Bank of Australia’s Valuation After Strong Half Year Earnings And Higher Interim Dividend

Commonwealth Bank of Australia (ASX:CBA) has put fresh earnings and income on the table, pairing higher half year net profit with an estimated fully franked interim dividend of A$2.35 per share for eligible shareholders. See our latest analysis for Commonwealth Bank of Australia. At a share price of A$178.19, Commonwealth Bank of Australia has seen strong short term momentum with a 30 day share price return of 18.41% and a 90 day gain of 16.42%. The 1 year total shareholder return of 17.74%...
ASX:SLC
ASX:SLCTelecom

Assessing Superloop (ASX:SLC) Valuation After Profit Return And Lightning Broadband Acquisition

Superloop (ASX:SLC) is back on investors’ radars after its half year to December 31, 2025, showed higher sales and a return to profit, alongside the Lightning Broadband acquisition. See our latest analysis for Superloop. Superloop’s recent half year profit and the Lightning Broadband acquisition have come alongside strong share price momentum, with a 7 day share price return of 20.76% and a 1 year total shareholder return of 33.80%. The 3 year total shareholder return above 3x suggests longer...
ASX:TWE
ASX:TWEBeverage

A Look At Treasury Wine Estates (ASX:TWE) Valuation After Net Loss Dividend Pause And TWE Ascent Launch

Treasury Wine Estates (ASX:TWE) has drawn fresh attention after reporting a half year net loss of A$649.4 million, largely tied to US asset impairments, suspending its interim dividend and launching the TWE Ascent cost program. See our latest analysis for Treasury Wine Estates. The share price reaction has been harsh, with a 7 day share price return of a 10.78% decline and a 30 day share price return of a 14.49% decline, contributing to a 1 year total shareholder return of a 54.12% decline as...
ASX:ILU
ASX:ILUMetals and Mining

Iluka Resources (ASX:ILU) FY 2025 Loss Deepens Challenging Bullish Growth Narrative

Iluka Resources FY 2025 earnings snapshot Iluka Resources (ASX:ILU) has capped FY 2025 with a mixed set of numbers, as second half revenue came in at A$437.6 million alongside a basic EPS loss of A$0.89, following a profitable first half. The company has seen revenue shift from A$540.6 million and EPS of A$0.23 in 2H 2024 to A$577.8 million and EPS of A$0.22 in 1H 2025, before landing at A$437.6 million with a loss in 2H 2025. This puts the focus squarely on how sustainably Iluka can convert...