Australian Software Stock News

ASX:MSB
ASX:MSBBiotechs

Why Mesoblast (ASX:MSB) Is Down 7.1% After Issuing First Detailed Ryoncil Revenue Guidance

Mesoblast Limited recently reported half-year 2025 results, with revenue rising to US$51.34 million and net loss and loss per share both narrowing, and subsequently issued fiscal 2026 guidance calling for US$110 million to US$120 million in Ryoncil net revenue. This combination of sharply higher reported revenue and the first detailed full-year outlook for Ryoncil offers investors a clearer view of Mesoblast’s early commercial trajectory and cost profile. We’ll now examine how Mesoblast’s...
ASX:MAF
ASX:MAFCapital Markets

How Investors Are Reacting To MA Financial Group (ASX:MAF) Earnings Slump But Unchanged Dividend

MA Financial Group Limited recently reported full-year 2025 results showing net income of A$10.39 million and basic earnings per share of A$0.062, and also confirmed a full-year cash dividend of A$0.14 per share with an ex-dividend date of February 24, 2026. The sharp reduction in net income and earnings per share compared with the prior year contrasts with the maintained dividend, raising questions about how the company is balancing shareholder returns with its earnings profile. We’ll now...
ASX:TEA
ASX:TEAConstruction

Tasmea’s Revenue Surge and Softer Profits Might Change The Case For Investing In Tasmea (ASX:TEA)

Tasmea Limited has reported past half-year results to 31 December 2025, with sales of A$400.5 million versus A$246.65 million a year earlier, and net income of A$22.3 million compared with A$27.81 million, alongside basic earnings per share of A$0.0888. Despite lower profit and earnings per share, Tasmea declared a fully franked interim dividend of A$0.06 per share, which may signal management’s confidence in the company’s cash generation. We’ll now look at how Tasmea’s strong revenue growth...
ASX:COL
ASX:COLConsumer Retailing

Coles Group (ASX:COL) Valuation Check After Mixed Half Year Results And Interim Dividend

Coles Group (ASX:COL) has put fresh numbers on the table, pairing its half year earnings release with a fully franked interim dividend. This mix gives investors new data on both performance and cash returns. See our latest analysis for Coles Group. The share price reaction around the earnings and dividend news has been weak, with a 1 day share price return of a 7.35% decline and a 90 day share price return of a 7.89% decline, even though the 1 year total shareholder return is 6.28% and the 5...
ASX:AUB
ASX:AUBInsurance

Should AUB’s Upgraded FY26 Earnings Guidance and Dividend Lift Require Action From AUB Group (ASX:AUB) Investors?

AUB Group Limited reported past half-year 2025 results showing higher sales of A$534.83 million and net income of A$35.28 million, lifted its fully franked interim dividend to A$0.27 per share, upgraded FY26 underlying NPAT guidance to A$220–230 million, confirmed ongoing acquisition plans, and permanently appointed Nick Dryden as CFO from February 24, 2026. These updates highlight AUB’s focus on earnings-accretive acquisitions, capital discipline, and AI-enabled productivity gains, while...
ASX:YAL
ASX:YALOil and Gas

Yancoal Australia (ASX:YAL) Margin Drop To 7.3% Challenges Cash Cow Narrative

Yancoal Australia (ASX:YAL) has wrapped up FY 2025 with second half revenue of A$3.3b and basic EPS of A$0.21, following first half revenue of A$2.7b and EPS of A$0.12. This compares with the prior second half in FY 2024, which delivered A$3.7b in revenue and EPS of A$0.60. Over the last three reported halves, the company has seen revenue move from A$3.7b in FY 2024 H2 to A$2.7b in FY 2025 H1 and then A$3.3b in FY 2025 H2, while EPS tracked from A$0.60 to A$0.12 and then A$0.21. This sequence...
ASX:TAH
ASX:TAHHospitality

A Look At Tabcorp Holdings (ASX:TAH) Valuation After Its Higher Interim Dividend And Recent Shareholder Returns

Tabcorp Holdings (ASX:TAH) has put income in focus, pairing its half year 2025 earnings release with a 50% higher interim unfranked dividend of 1.5 cents per share compared with 1.0 cent previously. See our latest analysis for Tabcorp Holdings. The earnings and dividend news comes after a strong run, with a 7 day share price return of 20.9% and a 1 year total shareholder return of 52.26% at a share price of A$1.07. That recent jump suggests investors are reacting to the higher cash payout,...
ASX:MFG
ASX:MFGCapital Markets

Is Magellan (ASX:MFG) Prioritising Shareholder Rewards Over Resilience With Higher Dividends Amid Softer Earnings?

Magellan Financial Group recently reported half-year results to 31 December 2025 showing revenue of A$121.05 million and net profit of A$68.94 million, while completing a buyback of 18,035,473 shares for A$165.16 million and declaring a cash dividend of A$0.395 per share payable in March 2026. Despite lower earnings than the prior year, the company lifted its interim dividend and continued sizable capital returns via buybacks, highlighting management’s current capital allocation priorities...
ASX:LTR
ASX:LTRMetals and Mining

Liontown (ASX:LTR) Valuation Check As Board Leadership Changes With Ian Wells’ Resignation

Board change puts governance in focus for Liontown (ASX:LTR) Liontown (ASX:LTR) has attracted fresh attention after Lead Independent Non-Executive Director Ian Wells resigned, effective 31 March 2026, to become Chief Financial Officer and Group Executive Strategy at Aurizon Holdings. Wells has chaired Liontown’s Audit & Risk Committee and sat on the Remuneration & Nomination Committee during a period that included construction completion and production ramp up at the Kathleen Valley lithium...
ASX:OBL
ASX:OBLDiversified Financial

Omni Bridgeway H1 2026 Profit Surge And 1x P/E Test Earnings Quality Concerns

Omni Bridgeway (ASX:OBL) has just reported its H1 2026 numbers, with trailing 12 month revenue of A$174.8 million and basic EPS of A$1.62 setting the tone for this earnings update. Over recent halves the company has seen revenue move from A$45.5 million in H2 2024 to A$65.4 million in H1 2025 and A$22.4 million in H2 2025. Basic EPS has shifted from a loss of A$0.14 per share in H2 2024 to a loss of A$0.12 in H1 2025 and a profit of A$1.34 in H2 2025. Taken together, these figures give...
ASX:PBH
ASX:PBHHospitality

PointsBet Holdings H1 2026 Loss Narrowing Tests Bearish Narrative On Persistent Trailing Deficit

PointsBet Holdings (ASX:PBH) has just posted its H1 2026 scorecard, with total revenue of A$137.0 million and a basic EPS loss of A$0.0028, while net income excluding extra items came in at a loss of A$0.94 million. The company has seen revenue move from A$127.9 million in H2 2024 to A$124.4 million in H1 2025 and then to A$137.0 million in H2 2025. Over the same periods, basic EPS shifted from a loss of A$0.0217 to A$0.0520 and then to A$0.0028, setting up a story where investors will be...
ASX:MAQ
ASX:MAQIT

Macquarie Technology Group (ASX:MAQ) Valuation Check After Half-Year Results And Ongoing Data Centre Investment

Macquarie Technology Group (ASX:MAQ) has drawn fresh attention after releasing its half year 2025 results. The company reported higher revenue, lower net profit, no interim dividend and continued investment in data centres and sovereign cloud offerings. See our latest analysis for Macquarie Technology Group. At a share price of A$67.89, Macquarie Technology Group has seen mixed short term moves, with a 1 day share price return of 1.57% and 7 day share price return of 1.04%. Its 1 year total...
ASX:APE
ASX:APESpecialty Retail

Eagers Automotive (ASX:APE) Valuation Check After Higher Sales, Earnings And New Dividend Announcement

Eagers Automotive (ASX:APE) is back in focus after reporting full year 2025 earnings, with sales of A$13.0b and net income of A$226.66m, alongside an ordinary dividend of A$0.50 per security. See our latest analysis for Eagers Automotive. The latest earnings and dividend announcement comes after a softer period for the shares, with a 30 day share price return showing a decline of 13.86% and a year to date share price return showing a decline of 2.64%. This contrasts with a 1 year total...
ASX:VAU
ASX:VAUMetals and Mining

Vault Minerals H1 2026 Margin Compression Tests Bullish Growth Narrative

Vault Minerals (ASX:VAU) has put out its H1 2026 scorecard with investors eyeing how the latest A$753.3 million in revenue and basic EPS of A$0.11 from H2 2025 stack up against its recent history. Over the past few reporting halves, the company has seen revenue move from A$336.5 million in H2 2024 to A$678.8 million in H1 2025 and then to A$753.3 million in H2 2025, while basic EPS shifted from a loss of A$0.06 to profits of A$0.11 and A$0.11 across the two halves of 2025. With forecasts...
ASX:SVM
ASX:SVMMetals and Mining

Does Sovereign Metals (ASX:SVM) Traxys Graphite MOU Reframe Its Long-Term Project Positioning?

In February 2026, Sovereign Metals Limited announced it had signed a non-binding Memorandum of Understanding with Traxys North America for the marketing and sale of graphite products from the Kasiya Rutile-Graphite Project in Malawi, targeting 40,000 tonnes per year initially and potentially 80,000 tonnes as production scales. The MOU, which remains non-exclusive and subject to board approvals and Rio Tinto’s existing rights, indicates early commercial interest in Kasiya’s graphite,...
ASX:AMI
ASX:AMIMetals and Mining

Aurelia Metals (ASX:AMI) Margin Surge Challenges Cautious Earnings Narratives Ahead Of H1 2026

Aurelia Metals (ASX:AMI) has put up a solid H1 2026 scorecard, with trailing 12 month revenue of A$387.9 million and basic EPS of A$0.0316 giving investors a clear read on earnings power after a period of sharp improvement. The company has seen revenue move from A$162.6 million in H2 2024 to A$181.1 million in H2 2025, while basic EPS shifted from a A$0.0022 loss to A$0.0183. The latest trailing 12 month figures sit against earnings growth described as very large and a net profit margin that...
ASX:HUB
ASX:HUBCapital Markets

How Investors Are Reacting To HUB24 (ASX:HUB) Stronger Earnings, Higher Dividend And AI-Powered SaaS Push

HUB24 Limited has released its half-year results to 31 December 2025, reporting revenue of A$245.85 million, net income of A$59.70 million, sharply higher earnings per share, and a fully franked interim dividend of A$0.36 per share, up from A$0.24 a year earlier. Alongside these stronger earnings and higher dividend, HUB24 is highlighting its push into AI-powered SaaS solutions built on its existing infrastructure, which could reshape how it serves advisers and wealth managers. We’ll now...
ASX:PRG
ASX:PRGMetals and Mining

PRL Global H1 2026 Thin Margin Highlights EPS Resilience And Tests Bullish Backbone Narrative

PRL Global (ASX:PRG) Posts H1 2026 Results With Solid Revenue Base and Positive EPS PRL Global (ASX:PRG) opened its H1 2026 earnings season story with A$786.1 million in revenue and basic EPS of A$0.03, setting the tone against a backdrop of very large reported earnings growth over the last 12 months and a share price around A$1.46. The company has seen revenue move from A$628.2 million in H2 2024 to A$696.1 million in H1 2025 and then A$786.1 million in H2 2025. Basic EPS shifted from a loss...
ASX:CMW
ASX:CMWOffice REITs

Cromwell Property Group H1 2026 Revenue Slide Reinforces Bearish Office REIT Narratives

Cromwell Property Group (ASX:CMW) has posted its H1 2026 numbers with total revenue of A$88.2 million and basic EPS of A$0.00145, giving investors a fresh datapoint on how the office focused REIT is tracking. The group has seen recent revenue move from A$97.9 million in H2 2024 to A$94.4 million in H1 2025 and then A$88.2 million in H2 2025. Basic EPS shifted from a loss of A$0.037802 per share in H2 2024 to a loss of A$0.041925 in H1 2025 and then a small profit of A$0.00145 in H2 2025. For...
ASX:ALC
ASX:ALCHealthcare Services

Alcidion Group H1 2026 Profit Return Tests Bearish Earnings Narratives

Alcidion Group H1 2026 earnings: profitability resets as topline scales Alcidion Group (ASX:ALC) reported a clean headline for H1 2026, with total revenue of A$23.1 million and basic EPS of A$0.001893, and net income of A$2.5 million marking a return to profit at the half year. The company reported revenue of A$18.0 million in H2 2024, A$17.6 million in H1 2025 and A$23.1 million in H2 2025. EPS moved from a loss of A$0.00304 per share in H2 2024 to a loss of A$0.000662 in H1 2025 and then to...
ASX:LYC
ASX:LYCMetals and Mining

Is It Too Late To Consider Lynas Rare Earths (ASX:LYC) After Its Recent Surge?

If you are wondering whether Lynas Rare Earths at A$18.98 still offers value after its recent run, this article will walk through what the current price might be implying. The stock has logged returns of 21.0% over the last 7 days, 17.2% over 30 days, 55.3% year to date, 179.5% over 1 year, 143.3% over 3 years and 213.7% over 5 years, which raises fair questions about how much optimism is already in the price. Recent news around rare earths supply security, policy support for critical...
ASX:DNL
ASX:DNLChemicals

Assessing Dyno Nobel’s Valuation As Its On‑Market Share Buy‑Back Continues

Buy-back puts Dyno Nobel (ASX:DNL) capital management in focus Dyno Nobel (ASX:DNL) is in the spotlight after continuing its on-market share buy-back, with more than 34 million ordinary shares already repurchased as part of its ongoing capital management program. See our latest analysis for Dyno Nobel. The on market buy back comes as Dyno Nobel’s share price sits at A$3.32, with a 1 month share price return of a 6.21% decline but a 1 year total shareholder return of 25.30%, indicating longer...
ASX:MAH
ASX:MAHMetals and Mining

Assessing Macmahon Holdings (ASX:MAH) Valuation After Strong Half Year Results And Higher Dividend

Macmahon Holdings (ASX:MAH) has drawn fresh attention after reporting higher half year revenue of A$1,310.53 million, increased net income of A$48.21 million, a higher interim dividend, and reaffirmed its FY26 earnings guidance. See our latest analysis for Macmahon Holdings. While the latest results and higher interim dividend have caught investors’ attention, Macmahon’s 30 day share price return of 7.19% and 90 day share price return of 28.45% build on very large 1 year and 3 year total...
ASX:WPR
ASX:WPRRetail REITs

Waypoint REIT (ASX:WPR) Revenue Jump Tests Bearish Narratives On Growth And Earnings Durability

Waypoint REIT (ASX:WPR) has put fresh numbers on the table for FY 2025, with first half revenue of A$178.3 million and basic EPS of A$0.20, setting the tone for how investors assess the latest period. The trust has seen revenue move from A$118.2 million and EPS of A$0.14 in the first half of 2024 to A$178.3 million and EPS of A$0.20 in the first half of 2025. The trailing twelve month EPS sits at A$0.30 on revenue of A$162.8 million for the most recent half, giving investors a fuller view of...