Australian Software Stock News

ASX:WBC
ASX:WBCBanks

Assessing Westpac Banking’s Valuation After Q1 Profit Lift And Ongoing Technology Investment

Q1 earnings and tech shift put Westpac in focus Westpac Banking (ASX:WBC) has moved into the spotlight after reporting Q1 FY26 unaudited statutory net profit of A$1.9b, alongside ongoing investment in AI tools, digital platforms and cost reduction programs. See our latest analysis for Westpac Banking. At a share price of A$40.52, Westpac has logged a 5.27% 30 day share price return and a 21.93% 1 year total shareholder return. The 110.16% 3 year total shareholder return signals powerful...
ASX:360
ASX:360Software

Assessing Life360’s Valuation After Strong Quarter And New Elderly Offering Versus Sharp Share Price Pullback

Why Life360 is in focus after a strong quarter and sharp pullback Life360 (ASX:360) is attracting attention after a quarterly update that beat expectations and coincided with record user growth, even as the share price has retreated sharply from last year’s peak. See our latest analysis for Life360. The latest pullback has been sharp, with a 1 month share price return of a 23.41% decline and a 90 day share price return of a 40.68% decline. However, the 3 year total shareholder return is a...
ASX:JBH
ASX:JBHSpecialty Retail

JB Hi-Fi (ASX:JBH) Valuation Check After Fresh Review Of Earnings Power And Market Position

A fresh deep-dive into JB Hi-Fi (ASX:JBH) has put the spotlight on its revenue profile, profitability, and balance sheet strength, prompting many investors to reassess how the retailer stacks up against other Australian names. See our latest analysis for JB Hi-Fi. At the latest share price of A$76.68, JB Hi-Fi has seen a 14.8% decline in its 1 month share price return and a 20.3% decline year to date. However, the 5 year total shareholder return of 104.3% shows a very different longer term...
ASX:SDF
ASX:SDFInsurance

A Look At Steadfast Group’s Valuation As Leadership And Growth Uncertainty Weigh On Sentiment

Heightened leadership uncertainty is front and centre for Steadfast Group (ASX:SDF) after its Managing Director temporarily stepped aside during a workplace investigation, which coincides with softer premium growth guidance and pressure on the share price. See our latest analysis for Steadfast Group. The recent 1 day share price return of a 2.75% decline, extending to a 30 day share price return of a 19.05% decline and a 1 year total shareholder return of a 22.26% decline, suggests momentum...
ASX:ARF
ASX:ARFSpecialized REITs

A Look At Arena REIT (ASX:ARF) Valuation After Strong Half Year Earnings Growth

Arena REIT (ASX:ARF) just released half year results and outlined fresh acquisition plans, putting its earnings profile and capital recycling approach in the spotlight for investors watching social infrastructure real estate. See our latest analysis for Arena REIT. The latest half year earnings update and renewed acquisition push have come alongside a 1 day share price return of 3.17% and a 7 day share price return of 3.47%. The 1 year total shareholder return of a 3.68% decline contrasts...
ASX:REA
ASX:REAInteractive Media and Services

Is REA Group (ASX:REA) Blending AI Ambition And Capital Returns Into A New Core Strategy?

REA Group Limited has launched an AI-powered real estate app for ChatGPT in Australia, enabling users to search property listings directly within the chatbot, while also announcing a new A$200,000,000 share buyback program and an increased fully franked interim dividend of A$1.24 per share for the half year to December 31, 2025. This move highlights how REA Group is pairing capital returns to shareholders with technology-led enhancements to the property search experience, potentially...
ASX:CLW
ASX:CLWREITs

A Look At Charter Hall Long WALE REIT’s Valuation As Earnings And Credit Rating Support Income Stability

Why Charter Hall Long WALE REIT is back in focus Charter Hall Long WALE REIT (ASX:CLW) is attracting fresh attention after reporting 2% growth in operating earnings per security and 3% like for like net property income, alongside 99.9% occupancy and a 9.2 year WALE. Moody’s reaffirmation of its BAA1 investment grade credit rating and A$1.1b of new interest rate hedging for FY26 also highlight how the REIT is managing higher finance costs and gearing pressures. See our latest analysis for...
ASX:TPW
ASX:TPWSpecialty Retail

A Look At Temple & Webster Group (ASX:TPW) Valuation After Half Year Sales Growth And Lower Net Income

What Temple & Webster’s latest half year numbers show Temple & Webster Group (ASX:TPW) has caught investor attention after releasing half year results to 31 December 2025, with higher sales reported alongside lower net income and earnings per share. The company reported sales of A$375.86 million for the period, compared with A$313.71 million a year earlier. Net income was A$5.76 million, compared with A$8.98 million, with basic EPS at A$0.0481 and diluted EPS at A$0.0457. See our latest...
ASX:BWP
ASX:BWPRetail REITs

BWP Trust (ASX:BWP) Earnings Narrative Tested By A$195.7m One Off Gain

BWP Trust (ASX:BWP) has put fresh numbers on the table for H1 2026, with revenue for the period framed by recent halves of A$102.7 million in H2 2025 and A$100.6 million in H1 2025, alongside basic EPS of A$0.152 and A$0.220 respectively. Over the trailing twelve months to H1 2026, investors have seen revenue move from A$192.7 million to A$206.3 million and basic EPS shift from A$0.408 to A$0.466. This sets the backdrop for a set of results where reported earnings strength sits beside...
ASX:JHX
ASX:JHXBasic Materials

James Hardie Industries (ASX:JHX) Valuation After Earnings Beat Guidance Upgrade And AZEK Synergy Progress

James Hardie Industries (ASX:JHX) is back in focus after third quarter earnings and sales came in ahead of analyst expectations. Management also lifted full year guidance and reported faster than expected progress on the AZEK integration. See our latest analysis for James Hardie Industries. At a share price of A$36.54, James Hardie has seen a 12.6% 7 day share price return and a 41.7% 90 day share price return, even though the 1 year total shareholder return is a 29% decline. This suggests...
ASX:GQG
ASX:GQGCapital Markets

GQG Partners (ASX:GQG) High 57.3% Margin Challenges Bearish Profitability Narratives

GQG Partners FY 2025 earnings snapshot GQG Partners (ASX:GQG) has posted its FY 2025 first half result with total revenue of US$403 million and basic EPS of US$0.078, alongside net income of US$227 million that builds on 9% earnings growth over the last year and a net profit margin of 57.3% on a trailing basis. Over recent periods, trailing twelve month revenue has moved from US$760.4 million in FY 2024 H2 to US$808.3 million in FY 2025 H2, with EPS on the same basis moving from US$0.146 to...