Australian Software Stock News

ASX:ASK
ASX:ASKSpecialized REITs

Abacus Storage King H1 2026 FFO Highlights Tension With Low P/E Bullish Narrative

Abacus Storage King (ASX:ASK) has put fresh numbers on the table for H1 2026, with revenue of A$122.4 million, net income of A$71.1 million and basic EPS of A$0.054, while FFO landed at A$41.0 million or A$0.031 per share. Over the recent half year periods, the company has seen revenue move from A$118.7 million in H1 2025 to A$128.2 million in H2 2025, alongside EPS shifting from A$0.0516 to A$0.1684 before settling at the latest H1 2026 print. With FFO and EPS telling slightly different...
ASX:COH
ASX:COHMedical Equipment

Cochlear (ASX:COH) Valuation After Profit Drop Nexa Delays And Lowered Outlook

Cochlear (ASX:COH) is back in focus after its half year result showed net income of A$161.5 million and a lower full year profit outlook, alongside contracting delays for the new Nucleus Nexa system. See our latest analysis for Cochlear. The sharp post earnings selloff has left Cochlear at a share price of A$199.81, with a 7 day share price return of 22.22% and a 1 year total shareholder return of 25.96%. This signals fading momentum as investors reassess risks around Nexa adoption and the...
ASX:VLS
ASX:VLSPharmaceuticals

Vita Life Sciences (ASX:VLS) Margin Stability At 11.2% Reinforces Earnings Quality Narrative

Vita Life Sciences FY 2025 Earnings Snapshot Vita Life Sciences (ASX:VLS) has reported its FY 2025 first half with revenue of A$45.5 million and basic EPS of A$0.086, setting the tone for a year that also saw trailing twelve month revenue reach A$93.3 million and EPS of A$0.186. Over the last few reporting periods the company has seen revenue move from A$39.5 million in 1H FY 2024 to A$40.1 million in 2H FY 2024 and then to A$45.5 million in 1H FY 2025. Over the same periods, basic EPS...
ASX:JDO
ASX:JDOBanks

The Bull Case For Judo Capital Holdings (ASX:JDO) Could Change Following Strong Half-Year Earnings Uplift

Judo Capital Holdings Limited has released its half-year results for the period ended 31 December 2025, reporting net interest income of A$235.5 million and net income of A$59.9 million, both higher than the same period a year earlier. The uplift in basic earnings per share from continuing operations to A$0.054 highlights how higher income is increasingly flowing through to shareholders’ bottom-line results. We’ll now examine how this earnings uplift, particularly the rise in net interest...
ASX:CPU
ASX:CPUProfessional Services

Assessing Computershare’s Valuation After Upgraded Fiscal 2026 Earnings Guidance And Higher Dividend

Earnings upgrade and dividend move put Computershare in focus Computershare (ASX:CPU) lifted its fiscal 2026 earnings guidance after first half results, pointing to momentum across key businesses, lower interest costs and buyback benefits, while also announcing a higher ordinary franked dividend. See our latest analysis for Computershare. The upgraded guidance and dividend increase have arrived after a mixed share price patch. The 1 day share price return of 5.0% partly offsets a 30 day share...
ASX:SEK
ASX:SEKInteractive Media and Services

Is SEEK (ASX:SEK) Using a Higher Dividend to Reframe Its AI-Led Growth Story?

SEEK Limited has announced an ordinary cash dividend of A$0.27 per share for the six months ended 31 December 2025, with an ex-date of 17 March 2026, record date of 18 March 2026, and payment date of 1 April 2026. This higher ordinary dividend highlights management’s willingness to return more cash to shareholders, which investors may interpret as confidence in current business conditions and cash generation. We’ll now examine how SEEK’s higher ordinary dividend payout interacts with its...
ASX:ASB
ASX:ASBAerospace & Defense

A Look At Austal (ASX:ASB) Valuation After Accounting Error And EBIT Guidance Cut

Austal (ASX:ASB) has cut its full year EBIT guidance after uncovering an accounting error in its US Navy contracts, where incentives were double counted, prompting fresh questions about controls and forecasting. See our latest analysis for Austal. The accounting overstatement has come on the heels of a sharp 33.10% 1 month share price decline and a 14.16% year to date share price fall, even though the 1 year total shareholder return of 61.67% and 3 year total shareholder return of more than...
ASX:BWP
ASX:BWPRetail REITs

How Investors Are Reacting To BWP Trust (ASX:BWP) Surging Half-Year Earnings And Profitability

BWP Trust recently reported results for the half year ended 31 December 2025, with sales rising to A$102.56 million and net income reaching A$226.19 million. The sharp increase in basic earnings per share to A$0.3131 from A$0.2202 highlights how recent operations have translated into stronger profitability. We’ll now examine how this stronger half-year profit performance could influence BWP Trust’s existing investment narrative and future expectations. Invest in the nuclear renaissance...
ASX:ARG
ASX:ARGCapital Markets

How Investors May Respond To Argo Investments (ASX:ARG) Lifting Its Fully Franked Interim Dividend

Argo Investments Limited recently reported half-year net income of A$130.79 million for the six months to 31 December 2025, up from A$121.23 million a year earlier, with basic earnings per share rising to A$0.172 from A$0.159. Following these results, the company declared a fully franked interim dividend of A$0.185 per share, attaching franking credits at the 30% corporate tax rate and reinforcing the role of tax-effective income in its appeal to shareholders. We’ll now examine how Argo’s...
ASX:VNT
ASX:VNTConstruction

How Investors Are Reacting To Ventia Services Group’s (ASX:VNT) A$107m Defence Contract Extension

Ventia Services Group Limited recently announced a one-year extension of its Defence Maintenance Contract with the Australian Department of Defence, effective from 1 December 2028 and valued at A$107 million, with options for up to four additional years. This extension underscores the Defence Department’s confidence in Ventia’s ability to keep advanced military assets mission-ready, consistently maintaining asset availability above 95% even during intense operational periods. We’ll now...
ASX:CEH
ASX:CEHHospitality

ASX Penny Stocks To Watch In February 2026

As Australian shares prepare for a modest open amid the bustling February reporting season, investors are keenly observing market dynamics without the usual guidance from U.S. and Chinese traders due to their respective holidays. In this context, penny stocks—often representing smaller or newer companies—continue to capture attention as they offer unique opportunities for growth and value. Despite being considered an outdated term by some, these stocks remain relevant investment options,...
ASX:DRO
ASX:DROAerospace & Defense

How DroneShield’s New COO Appointment Could Shape Operations for DroneShield (ASX:DRO) Investors

DroneShield recently appointed Michael Powell as Chief Operating Officer, following a period of accelerated expansion, rising global defence and critical infrastructure demand, and a major manufacturing capacity increase at its Alexandria, New South Wales facility. Powell’s more than 25 years of operational leadership across defence, aerospace, secure communications, and critical infrastructure suggests DroneShield is prioritising disciplined global scaling and tighter alignment between...
ASX:BXB
ASX:BXBCommercial Services

A Look At Brambles (ASX:BXB) Valuation As Shares Tick Higher Before Half Year Results

Brambles (ASX:BXB) is back in focus after a modest share price rise ahead of its half-year results, with investors looking for fresh detail on pricing, costs, cash flow and regional demand trends. See our latest analysis for Brambles. That pre-results move sits within a stronger trend, with the latest A$23.62 share price supported by a 1 year total shareholder return of 25.05% and a 5 year total shareholder return of 171.30%. This is signalling momentum that investors are now reassessing...
ASX:SHL
ASX:SHLHealthcare

Assessing Sonic Healthcare’s Valuation As Revenue Growth Outpaces Its Historical Price To Sales Ratio

Why Sonic Healthcare is getting fresh attention Increased interest in Sonic Healthcare (ASX:SHL) has been sparked by a gap between its recent revenue growth and a share price that sits below its historical average price to sales ratio. See our latest analysis for Sonic Healthcare. Sonic Healthcare’s share price has been under pressure over the past year, with a 1 year total shareholder return of 22.7% decline and a 4.4% decline year to date. The 90 day share price return of 2.7% hints at...
ASX:CGS
ASX:CGSHealthcare Services

Undervalued Asian Small Caps With Insider Action February 2026

As Asian markets navigate a complex landscape marked by modest gains in Chinese stocks and economic shifts in Japan, small-cap companies are drawing attention amid broader market fluctuations. With the backdrop of these regional dynamics, identifying promising small-cap stocks often involves examining insider actions and valuations that align with current economic conditions.
ASX:TWE
ASX:TWEBeverage

Treasury Wine Estates (ASX:TWE) Trailing A$433.4m Loss Tests Bullish Margin Recovery Narratives

Treasury Wine Estates (ASX:TWE) has just released its H1 2026 scorecard. Recent halves showed revenue of A$1.57 billion in H1 2025 and A$1.42 billion in H2 2025, alongside basic EPS of A$0.27 and A$0.27 respectively. This compares with the prior H2 2024 period where revenue was A$1.49 billion and basic EPS was a loss of A$0.08 per share. The company’s trailing twelve month revenue has been between A$2.73 billion and A$3.07 billion across recent periods, with basic EPS ranging from A$0.19 to...