Australian Semiconductors Stock News

Humm Group Limited has issued a notice recommending shareholders vote against all resolutions at the 19 February 2026 general meeting, which seek to remove three current directors and replace them with two nominees put forward by activist investors Jeremy Michael Kersten Raper and Sandhurst Trustees Limited as custodian for Collins St Value Fund. This clash between the board and activist shareholders over who should control key seats highlights a significant test of governance, influence and...

Westgold Resources (ASX:WGX) has drawn fresh investor attention after reporting record Q2 FY26 gold production of 111,418 ounces, reaffirming its FY26 guidance while also flagging a planned demerger and IPO of Valiant Gold Limited. See our latest analysis for Westgold Resources. Those production numbers and the upcoming Valiant Gold demerger sit against a strong share price backdrop, with a 90 day share price return of 41.44% and a very large three year total shareholder return. The recent 1...

Unfortunately for some shareholders, the Genetic Signatures Limited ( ASX:GSS ) share price has dived 26% in the last...

Key Insights Significantly high institutional ownership implies Breville Group's stock price is sensitive to their...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Articore Group Limited ( ASX:ATG ) shares have had a really impressive month, gaining 28% after a shaky period...

Lendlease Group's ( ASX:LLC ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy right now compared...

RBC Capital recently upgraded CSL to Outperform, arguing that the recent selloff and upcoming February half-year results create a compelling opportunity despite sector headwinds. The shift in analyst stance comes as investors reassess CSL’s credibility after it cut its fiscal 2026 growth outlook and paused the planned Seqirus vaccines spin-off. Next, we’ll examine how this upgrade, set against weaker flu vaccine demand and Seqirus uncertainty, shapes CSL’s investment narrative. We've found...

Why Aurelia Metals (ASX:AMI) is back on investors’ radar Aurelia Metals (ASX:AMI) has caught fresh attention after its Q2 2026 update, where the company reported strong multi metal production, solid cash flow and reaffirmed full year guidance. The quarter highlighted a 21% production uplift at Peak Mine, ongoing ramp up at Federation and progress at projects such as Great Cobar, along with plant upgrades designed to support future capacity. See our latest analysis for Aurelia Metals. The...

Last week, DroneShield announced it had been selected for the Australian Department of Defence’s Project LAND 156 Line of Effort 3 standing offer panel, giving it a pathway to supply counter-drone hardware, software and services to around 150 Defence bases and other government sites. An important nuance is that this panel position streamlines Defence procurement without guaranteeing any contracts, so future tender conversions and cash flow remain uncertain despite the sector’s A$1.30 billion...

As the Australian market experiences a positive ripple effect from Wall Street's recent gains, investors are closely watching developments in international trade and commodity prices. In this environment, dividend stocks can offer stability and income potential, making them an attractive option for those looking to navigate the current economic landscape.

As the Australian market experiences a boost from Wall Street's positive momentum and ongoing discussions around international trade, investors are keenly observing the implications of these global developments on local indices. In this context, growth companies with high insider ownership can be particularly appealing, as they often indicate strong confidence from those closest to the business in navigating such complex economic landscapes.

As the Australian market responds positively to global developments, with a 50-point gain on the ASX following Wall Street's surge, investors are keenly watching for opportunities that balance potential growth with stability. Penny stocks, despite their somewhat dated moniker, continue to attract attention as they often represent smaller or emerging companies that can offer substantial value. By focusing on those with solid financials and a clear path forward, investors can uncover promising...

Wesfarmers recently walked away from a last-minute rescue deal for Infinity Pharmacy Group, leaving more than 50 Priceline-branded pharmacies in receivership with creditors reportedly owed over A$400 million and raising questions about the impact on its health division. The Infinity collapse highlights the risks within Wesfarmers’ wholesale pharmacy exposure and puts extra focus on how management positions the health portfolio alongside core retail brands like Bunnings and Kmart. With this...

What triggered the latest interest in Lotus Resources? Lotus Resources (ASX:LOT) has drawn fresh attention after completing an 11.5 for 1 share consolidation, updating its capital structure details, and recording a sharp, high volume intraday move on 21 January 2026. See our latest analysis for Lotus Resources. The recent 11.5 for 1 share consolidation and updated capital structure details arrive after a period where the share price has shown strong short term momentum, with a 30 day share...

Why 29Metals is back on investors’ radar 29Metals (ASX:29M) has launched a A$150 million non renounceable entitlement offer, fully underwritten by Macquarie Capital, to fund mining recommencement at Xantho Extended and to advance projects at Gossan Valley and Capricorn Copper. See our latest analysis for 29Metals. The equity raise comes after a tough recent stretch, with a 7 day share price return of 31.71% decline and a year to date share price return of 24.32% decline. However, the 1 year...

Resolution Minerals (ASX:RML) has drawn fresh attention after accelerating tungsten work at its Horse Heaven project in Idaho, engaging veteran geologist David R. Hembree and moving to secure the nearby Johnson Creek Mill and tungsten stockpiles. See our latest analysis for Resolution Minerals. Those Horse Heaven updates come after a sharp swing in sentiment, with Resolution Minerals’ 30 day share price return of 57.45% and year to date gain of 51.02% following a recent pullback. At the same...

Record 2025 production and cash balance put Yancoal in focus Yancoal Australia (ASX:YAL) has drawn fresh attention after reporting record Q4 and full year 2025 coal production of 38.6 million tonnes of attributable saleable output, alongside a net cash position above A$2.1b. Management highlighted disciplined operating costs, capital expenditure near the lower end of guidance, and the potential for future dividends and growth investments. This has prompted investors to reassess how the...

Why Bellevue Gold’s latest quarter is getting fresh attention Bellevue Gold (ASX:BGL) has caught investor interest after reporting December 2025 quarter production of 32,031 ounces, supported by higher grade mining and a new COO, following what management described as a difficult FY25. See our latest analysis for Bellevue Gold. The recent production update has landed against a backdrop of strong share price momentum, with an approximate 55% 90 day share price return and a 57% 1 year total...

Why the Aristocrat settlement matters for Light & Wonder shares Light & Wonder (ASX:LNW) has just closed a significant legal chapter. The company has agreed to pay Aristocrat Leisure US$127.5 million, halt global commercialization of two disputed games, and destroy related intellectual property materials. See our latest analysis for Light & Wonder. At a share price of A$168.47, Light & Wonder has had a 41.57% 90 day share price return and a 17.33% 1 year total shareholder return. This...

Mader Group recently reported solid quarterly results and attracted fresh broker support, including a Bell Potter upgrade citing its positioning across Australia and North America and upcoming 5-year strategy update. Together with coverage initiation by an experienced industrials analyst, these developments have reset market expectations and intensified focus on the company’s global maintenance services footprint. We’ll now examine how this broker upgrade, alongside the new 5-year strategy,...

MA Financial Group (ASX:MAF) has moved into focus after backing a warehouse facility of up to A$100 million for US based Fundbox, supporting its Australian expansion and embedded financing tools for local small business platforms. See our latest analysis for MA Financial Group. The recent Fundbox warehouse facility news comes after a period of strong price momentum, with MA Financial Group’s 90 day share price return of 15.35% and a 1 year total shareholder return of 70.11%, even as the year...

Resolute Mining (ASX:RSG) is back in focus after reporting its fourth quarter and full year 2025 production and sales figures, along with fresh 2026 guidance that sets expectations for volumes and costs. See our latest analysis for Resolute Mining. The production update and 2026 guidance land at a time when momentum in Resolute Mining's shares has been strong, with a 15.6% 90 day share price return and a very large 1 year total shareholder return. Multi year total shareholder returns also...

Evolution Mining recently reported record operating mine cash flow of A$1.06 billion for the December quarter, supported by better‑than‑expected production, low all‑in sustaining costs, and eight consecutive quarters of delivering to plan. This combination of strong cash generation, low gearing, minimal hedging, and sector‑leading cost performance underscores the company’s flexibility to fund dividends, buybacks, or growth investments. With this backdrop of record cash flow and...