Australian Telecom Services and Carriers Stock News

ASX:BEN
ASX:BENBanks

Assessing Bendigo and Adelaide Bank’s Valuation After Half Year Results and Affirmed Dividend

Bendigo and Adelaide Bank (ASX:BEN) has just released half year results alongside an affirmed ordinary dividend. This combination often prompts investors to reassess income potential and the bank’s current share pricing. See our latest analysis for Bendigo and Adelaide Bank. At a share price of A$10.93, Bendigo and Adelaide Bank has seen a 1-day share price return of 1.11% and a 90-day share price return of 6.74%. Its 1-year total shareholder return of 7.99% and 5-year total shareholder...
ASX:MI6
ASX:MI6Metals and Mining

Assessing Minerals 260’s Valuation After Franco Nevada Funding Secures Bullabulling Development

Minerals 260 (ASX:MI6) has agreed to a A$220 million funding package with Franco-Nevada to advance its Bullabulling gold project in Western Australia, including a higher project royalty and a A$50 million equity investment. See our latest analysis for Minerals 260. The Franco Nevada funding news lands after a strong run in Minerals 260’s share price, with a 7 day share price return of 58.33% and a 90 day share price return of 95.59%, while the 3 year total shareholder return of 107.81% points...
ASX:EOS
ASX:EOSAerospace & Defense

Why Electro Optic Systems (ASX:EOS) Is Up 15.7% After Order Book Surges To A$459 Million

Electro Optic Systems Holdings reported its 2025 full-year results, with sales of A$128.46 million down from A$176.57 million, but net income improving to A$18.61 million from a net loss a year earlier and earnings per share turning positive. Despite the revenue drop tied to the EM Solutions divestment and order timing, the company finished 2025 with an expanded unconditional order book of about A$459 million across 18 new contracts, including high-energy laser and counter-drone systems,...
ASX:BHP
ASX:BHPMetals and Mining

Is It Too Late To Consider BHP Group (ASX:BHP) After Its Strong Share Price Run?

If you are wondering whether BHP Group is still reasonably priced or already looking stretched, you are not alone. This valuation-focused review will unpack that question for you. The stock last closed at A$57.75, with returns of 8.5% over 7 days, 16.1% over 30 days, 26.2% year to date, 50.5% over 1 year, 40.0% over 3 years, and 81.8% over 5 years. These figures naturally raise questions about what is already built into the price. Recent coverage of BHP Group has continued to focus on the...
ASX:TCL
ASX:TCLInfrastructure

How Transurban’s Return to Profitability and Reaffirmed 2026 Payout Will Impact Transurban Group (ASX:TCL) Investors

In February 2026, Transurban Group reported half-year results showing revenue of A$1,983 million, net income of A$298 million and basic earnings per share of A$0.096, alongside a cash dividend of A$0.1870518 per stapled security following the December 30, 2025 ex-dividend date. The company also reaffirmed its fiscal year 2026 distribution guidance at 69.0 cents per stapled security, indicating management confidence in sustaining cash returns after a turnaround from the prior year’s...
ASX:NXT
ASX:NXTIT

NEXTDC H1 2026 Loss Of A$57.2 Million Tests Bullish Growth Narratives

Data center operator NEXTDC (ASX:NXT) has posted its H1 2026 scorecard with trailing 12 month revenue of A$430.26 million and a loss per share of A$0.089, keeping the company in loss-making territory. The company has seen revenue move from A$195.22 million in H2 2024 to A$205.52 million in H1 2025 and A$221.69 million in H2 2025, while half year EPS tracked at losses of A$0.041, A$0.069 and A$0.028 over the same periods. This sets the scene for investors to weigh strong top line momentum...
ASX:SDR
ASX:SDRSoftware

SiteMinder (ASX:SDR) Losses Narrow In H1 2026 Challenging Cautious Narratives On Profitability

SiteMinder (ASX:SDR) has put up a solid top line for H1 2026, reporting revenue of A$131.2 million alongside a net loss of A$4.8 million, with trailing twelve month figures showing revenue of A$250.9 million and a net loss of A$15.4 million. The company has seen revenue move from A$104.6 million in H1 2025 to A$119.8 million in H2 2025 and then to A$131.2 million in H1 2026, while basic EPS has run at a loss of A$0.0518 in H1 2025, A$0.0394 in H2 2025 and A$0.0618 on a trailing twelve month...
ASX:IAG
ASX:IAGInsurance

Assessing Insurance Australia Group’s Valuation As Climate Leadership And New Growth Appointment Draw Global Interest

Why Insurance Australia Group (ASX:IAG) is back on global investors’ radar Insurance Australia Group (ASX:IAG) is drawing fresh global attention as investors watch how it handles climate risk and catastrophe losses, while a new senior appointment signals a renewed push on growth and simplification. See our latest analysis for Insurance Australia Group. At a share price of A$6.62, Insurance Australia Group has had a softer patch recently, with a 30 day share price return of 9.81% decline and a...
ASX:FMG
ASX:FMGMetals and Mining

Assessing Fortescue (ASX:FMG) Valuation After Record Shipments, Profit Growth And Higher Interim Dividend

Fortescue (ASX:FMG) has put fresh numbers on the table, reporting record first half iron ore shipments, higher realised prices and a fully franked interim dividend lifted 24% compared with last year. See our latest analysis for Fortescue. At a share price of A$20.85, Fortescue has had a mixed run in recent months, with a 7 day share price return of 2.66% contrasted with a 30 day share price return decline of 4.66%. Its 1 year total shareholder return of 25.48% and 5 year total shareholder...
ASX:ARB
ASX:ARBAuto Components

Assessing ARB (ASX:ARB) Valuation After Sharp Share Price Fall On Weak Half Year Earnings

What triggered the sharp move in ARB (ASX:ARB)? ARB (ASX:ARB) is in focus after a disappointing half year FY26 earnings update that showed a 1% drop in sales revenue, an 18.8% decline in profit before tax, and a share price fall of over 15%. See our latest analysis for ARB. The initial 15% drop after the half year FY26 result sits within a broader loss of momentum. A 90 day share price return of 27.41% and a 1 year total shareholder return of 34.8% indicate sustained pressure despite pockets...
ASX:HZN
ASX:HZNOil and Gas

Horizon Oil H1 2026 Margin Compression Challenges Bullish Narratives On Cash Generation

Horizon Oil (ASX:HZN) H1 2026 Earnings Snapshot Horizon Oil (ASX:HZN) has put out its H1 2026 numbers with trailing twelve month revenue of US$94.1 million and basic EPS of US$0.004875, setting the stage against a current share price of A$0.23. Over recent reporting periods the company has seen total revenue move from US$45.3 million in H2 2024 to US$55.9 million in H1 2025 and US$49.4 million in H2 2025, while basic EPS shifted from US$0.00472 in H2 2024 to US$0.004 in H1 2025 and...
ASX:WOW
ASX:WOWConsumer Retailing

Woolworths Group (ASX:WOW) Margin Squeeze Reinforces Bearish Narratives Despite Solid H1 2026 Revenue

Woolworths Group H1 2026 Results: Revenue Holds Up While Margins Stay Under Pressure Woolworths Group (ASX:WOW) has reported H1 2026 revenue of A$37.1b and basic EPS of A$0.31, with the trailing twelve months showing A$70.3b of revenue and EPS of A$0.49 as one off items and thinner profitability keep earnings in focus. The group has seen revenue move from A$35.9b in H1 2025 to A$37.1b in H1 2026, while basic EPS shifted from A$0.61 in H1 2025 and A$0.18 in H2 2025 to A$0.31 in the latest...
ASX:DRO
ASX:DROAerospace & Defense

Why DroneShield (ASX:DRO) Is Up 16.8% After Swinging To FY25 Profit And Scaling Production Plans

DroneShield Limited has released its full-year 2025 results, with sales rising to A$216.55 million and profit after tax reaching A$3.52 million, marking a shift from a loss in the prior year and a move into positive earnings per share. Beyond the headline profit, the company highlighted a very large A$2.3 billion sales pipeline and an ambitious plan to scale annual production capacity to A$2.4 billion by the end of 2026, supported by new facilities in Australia, the United States, and Europe...
ASX:IMM
ASX:IMMBiotechs

Immutep H1 2026 Loss Worsening Challenges Bullish Revenue Growth Narratives

Immutep H1 2026 Results: Losses Widen as Revenue Steps Up Immutep (ASX:IMM) has posted its H1 2026 numbers with revenue of A$6.0 million and a basic EPS loss of A$0.0305, alongside a net loss of A$44.9 million that keeps the biotech firmly in loss-making territory. Over recent halves, the company has seen revenue move from A$3.1 million in H1 2025 to A$1.9 million in H2 2025 and now A$6.0 million in H1 2026. EPS has shifted from a loss of A$0.0154 in H1 2025 to a loss of A$0.0268 in H2 2025...
ASX:ZIP
ASX:ZIPConsumer Finance

Assessing Zip Co (ASX:ZIP) Valuation After A$50m Buyback And Upgraded 2026 Margin Guidance

Zip Co (ASX:ZIP) has put a A$50 million on-market share buyback in place, covering up to 92,161,082 shares (7.25% of its issued capital) and running through to March 2027. See our latest analysis for Zip Co. That buyback sits against a mixed price picture, with a 1 day share price return of 5.43% at A$1.845 but a 30 day share price return of 38.29% and year to date share price return of 44.93% declines, while the 3 year total shareholder return of about 2.5x still points to earlier momentum...
ASX:GLF
ASX:GLFReal Estate

GemLife Communities Group Q3 Loss On A$88 Million Revenue Challenges Bullish Narratives

GemLife Communities Group (ASX:GLF) has laid out a mixed Q3 2025 scorecard, with revenue of A$88.4 million and a net income loss of A$4.3 million, set against a trailing twelve month net profit margin of 21.8%. The company has seen quarterly revenue move from A$64.3 million in Q2 2024 to A$68.9 million in Q3 2024, then to A$52.4 million in Q1 and Q2 2025 and A$88.4 million in Q3 2025, while trailing twelve month revenue has remained in the A$242.1 million to A$266.3 million range since 2023...
ASX:ASB
ASX:ASBAerospace & Defense

A Look At Austal’s (ASX:ASB) Valuation After Earnings, Contract Wins And Share Price Volatility

Why Austal’s latest earnings and contract wins matter now Austal (ASX:ASB) is back in focus after its latest half year earnings, fresh 2026 EBIT guidance of around A$110 million, and a string of large Australian defence shipbuilding contracts. These announcements come after a sharp pullback in the share price in 2026, following the company’s statement that it had overstated potential earnings and an 11% fall after its H1 FY2026 report. Investors are now weighing the strength of these...
ASX:KCN
ASX:KCNMetals and Mining

Kingsgate Consolidated H1 2026 Margin Compression Challenges Bullish Growth Narrative

H1 2026 results snapshot for Kingsgate Consolidated (ASX:KCN) Kingsgate Consolidated (ASX:KCN) has put fresh numbers on the table for H1 2026, with trailing twelve month revenue of A$483.9 million and basic EPS of A$0.45 framing the latest half in the context of a year that also included H2 2025 revenue of A$200.7 million and basic EPS of A$0.10. Over recent halves the company has seen revenue move from A$74.6 million in H2 2024 to A$136.1 million in H1 2025 and A$200.7 million in H2 2025,...
ASX:TPG
ASX:TPGTelecom

Assessing TPG Telecom’s Valuation As Spacetalk Software Partnership Progresses Toward Binding Agreement

The new Memorandum of Understanding between TPG Telecom (ASX:TPG) and Spacetalk to distribute Family Safety software to Vodafone postpaid customers puts TPG’s role in embedded software partnerships in the spotlight for shareholders. See our latest analysis for TPG Telecom. At a share price of A$4.05, TPG Telecom has a 1 day share price return of 3.58%, adding to a 90 day share price return of 8.00% and a 1 year total shareholder return of 30.67%. This pattern suggests momentum has been...
ASX:EDV
ASX:EDVConsumer Retailing

Should New Board Leadership at Endeavour Group (ASX:EDV) Require Action From Investors?

Endeavour Group recently announced that Tim Poole has been selected as the next independent Chairman of its Board, subject to regulatory approvals, while Michael Ihlein has joined as an independent Non-executive Director effective February 18, 2026. These board changes bring in leadership with broad experience across infrastructure, transport, mining, property, and consumer sectors, potentially influencing how Endeavour balances governance, risk, and growth initiatives in its liquor and...
ASX:QAN
ASX:QANAirlines

Qantas Airways H1 2026 Margin And EPS Progress Reinforces Bullish Narratives

Qantas Airways (ASX:QAN) has put another solid set of numbers on the board, with H1 2026 revenue at A$11.7 billion and basic EPS of A$0.45, while trailing twelve month revenue sits at A$24.6 billion and EPS at A$1.06. Over the past few reporting periods the group has seen revenue move from A$10.8 billion in H2 2024 to A$12.1 billion in H1 2025 and A$11.7 billion in H2 2025, with basic EPS shifting from A$0.24 to A$0.60 and then A$0.45. With net margin at 6.5% over the last year and earnings...
ASX:KAR
ASX:KAROil and Gas

Karoon Energy FY 2025 EPS Beat Tests Bearish Earnings Decline Narrative

Karoon Energy (ASX:KAR) opened FY 2025 with first half revenue of US$308.3 million and net income of US$71 million, translating to basic EPS of US$0.09. Over the last few reporting halves, revenue has moved from US$409.4 million in 1H FY 2024 to US$367.1 million in 2H FY 2024 and US$308.3 million in 1H FY 2025, while basic EPS has shifted from US$0.08 to US$0.08 and then US$0.09 across the same periods. This gives investors a clearer view of how the top and bottom lines are tracking into the...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE) Loss Worsening To A$24.7m Tests Bullish Turnaround Narrative

Boss Energy’s H1 2026 numbers at a glance Boss Energy (ASX:BOE) has put its latest half year on the table with H1 2026 revenue of A$27.8 million and a basic EPS loss of A$0.06, while the trailing twelve months show A$109.6 million in revenue and a basic EPS loss of A$0.08. The company has seen total revenue shift from A$47.8 million in H1 2025 to A$27.8 million in H2 2025, with basic EPS losses moving from A$0.02 in H1 2025 to A$0.06 in H2 2025, against a prior period in H2 2024 when revenue...
ASX:RHC
ASX:RHCHealthcare

Ramsay Health Care H1 2026 Margin Recovery Revives Bull Narratives On Earnings Turnaround

Ramsay Health Care (ASX:RHC) has reported H1 2026 results with total revenue of about A$9.2b and basic EPS of A$0.52, setting the tone after a period where trailing 12 month EPS sat at A$1.11 on revenue of roughly A$18.6b and net income of A$272.4m. The company has seen half year revenue move from A$8.6b in H1 2024 to A$8.5b in H1 2025 and then to A$9.2b in H2 2025, while basic EPS shifted from A$0.53 to a loss of A$0.50 and then back to a profit of A$0.52. This gives investors a clearer read...