Australian Telecom Services and Carriers Stock News

ASX:JDO
ASX:JDOBanks

Judo Capital Holdings (ASX:JDO) Is Down 6.3% After Earnings Beat - Has The Bull Case Changed?

Judo Capital Holdings Limited has reported its half-year results for the period ended December 31, 2025, with net interest income rising to A$235.5 million and net profit reaching A$59.9 million, both higher than the prior corresponding period. The uplift in both basic and diluted earnings per share from continuing operations suggests improving profitability as the bank scales its SME-focused lending model. We will now examine how this earnings uplift, particularly the increase in net...
ASX:WDS
ASX:WDSOil and Gas

Does Record 2025 Output And US$0.59 Dividend Change The Bull Case For Woodside (ASX:WDS)?

Woodside Energy Group recently reported full-year 2025 results showing sales of US$12.98 billion and net income of US$2.72 billion, alongside record production of 198.8 million barrels of oil equivalent and a final ordinary dividend of US$0.59 per share payable on March 27, 2026. Despite softer commodity prices weighing on profit compared with the prior year, investors are focused on Woodside’s record output, high project completion levels at Scarborough and Louisiana LNG, and the...
ASX:BWP
ASX:BWPRetail REITs

BWP Trust (ASX:BWP) Valuation Check After Half Year Results And Higher Distribution Guidance

BWP Trust (ASX:BWP) has drawn fresh attention after releasing half year results showing higher sales, revenue and net income, together with reaffirmed full year distribution guidance that points to a 4.1% uplift in payouts. See our latest analysis for BWP Trust. These half year results and the reaffirmed distribution guidance come after a period where the share price has been relatively steady. The 1 month share price return was 2.93%, and the 1 year total shareholder return was 16.99%,...
ASX:XRO
ASX:XROSoftware

Xero (ASX:XRO) Valuation Check As AI Ambitions And U.S. Expansion Draw Investor Attention

Xero stock: AI focus and U.S. expansion draw attention after tech volatility Rising interest in Xero (ASX:XRO) has followed sharp swings in Australian tech stocks, as investors weigh AI related risks, inflation pressures, and tariff headlines against the company’s push into AI tools and U.S. accounting plus payments markets. See our latest analysis for Xero. Despite the recent 8.63% 1 day share price return that pushed Xero to A$82.3, momentum has been cooling, with a 30 day share price...
ASX:SUL
ASX:SULSpecialty Retail

Do Record Sales and a Higher Dividend Strengthen the Bull Case for Super Retail Group (ASX:SUL)?

Super Retail Group Limited has reported past half-year results showing sales of A$2,194.7 million and net income of A$104.1 million, alongside declaring a fully franked interim dividend of A$0.32 per share for the six months to December 31, 2025, and appointing Inga Kirkman as an additional Company Secretary effective February 26, 2026. While profit and earnings per share softened compared with the prior year, record sales growth, strong Macpac performance, and a net cash position with no...
ASX:DUG
ASX:DUGSoftware

DUG Technology (ASX:DUG) Profit Turnaround Tests Valuation Narratives After Thin H2 Earnings

DUG Technology (ASX:DUG) has kicked off H1 2026 with total revenue of US$33.8 million and basic EPS of US$0.000582, setting the stage after its recent turn into profitability on a trailing 12 month basis. The company has seen revenue move from US$35.5 million in H2 2024 to US$28.7 million in H1 2025 and then to US$33.8 million in H2 2025. EPS shifted from US$0.016669 to an EPS loss of US$0.032826 before settling around breakeven, leaving investors weighing how firmly margins are now...
ASX:RRL
ASX:RRLMetals and Mining

Why Regis Resources (ASX:RRL) Is Up 9.7% After Surging Half-Year Earnings And Higher Dividend

Regis Resources reported past half-year results to 31 December 2025, with gold production of 186,917 ounces, sales of A$1,088.05 million and net income of A$322.75 million, while also declaring a fully franked interim dividend of A$0.15 per share totalling A$114 million. Despite slightly lower gold output than a year earlier, the company generated much higher earnings, lifting basic earnings per share from A$0.117 to A$0.426 and reinforcing its dividend track record of nearly A$700 million...
ASX:SDF
ASX:SDFInsurance

How Investors May Respond To Steadfast Group (ASX:SDF) Earnings Beat, Dividend Lift And New CFO

Steadfast Group has reported higher half-year net income of A$127.0 million for the period to 31 December 2025, lifted earnings per share, confirmed a 5.1% higher fully franked interim dividend of A$0.082 per share, and confirmed Hannah Lee as its new CFO following her interim tenure. Together, the earnings uplift, increased dividend and permanent CFO appointment point to a business focused on operational execution while reinforcing capital return discipline. We’ll now look at how the...
ASX:SRG
ASX:SRGConstruction

Does Earnings Uptick, Higher Dividend and Board Refresh Change The Bull Case For SRG Global (ASX:SRG)?

SRG Global has reported half-year 2025 results showing higher sales of A$743.94 million and net income of A$26.62 million, alongside a larger fully franked interim dividend of A$0.03 per share compared with the prior year. The company also completed a board refresh with the retirement of long-serving directors and the appointment of experienced legal and financial professionals, including a new Audit and Risk Committee Chair, potentially strengthening governance and oversight. Against this...
ASX:SGQ
ASX:SGQMetals and Mining

A Look At St George Mining’s Valuation As Heavy Trading And ETF Buying Lift Interest

Why St George Mining is back on traders’ radar St George Mining (ASX:SGQ) has caught fresh attention after a technical breakout on heavy volume, with ETF-related buying and a pending earnings announcement drawing traders toward this exploration stock. See our latest analysis for St George Mining. Recent trading has turned heads, with a 7 day share price return of 52.38% at a latest share price of A$0.16, adding to a 30 day share price return of 45.45% and a very large 1 year total shareholder...
ASX:SFR
ASX:SFRMetals and Mining

A Look At Sandfire Resources (ASX:SFR) Valuation After MATSA Operations Are Temporarily Suspended

Sandfire Resources (ASX:SFR) has temporarily suspended activities at its MATSA operations in Spain after a contractor employee died following an on site incident, putting operational risk and safety practices in sharper focus for investors. See our latest analysis for Sandfire Resources. Despite the tragic incident and temporary halt at MATSA, Sandfire Resources' recent share price momentum has been strong, with a 90 day share price return of 30.01% and a one year total shareholder return of...
ASX:ILU
ASX:ILUMetals and Mining

Assessing Iluka Resources (ASX:ILU) Valuation After Swing To Loss And Dividend Cut

What triggered the latest move in Iluka Resources? Iluka Resources (ASX:ILU) has come into focus after reporting full year 2025 results that shifted from net income to a net loss, alongside a reduced fully franked dividend for the second half. See our latest analysis for Iluka Resources. Despite the earnings disappointment and lower dividend, recent trading shows mixed momentum, with a 9.75% 7 day share price return and a 46.44% 1 year total shareholder return, while longer term total...
ASX:YAL
ASX:YALOil and Gas

Yancoal Australia (ASX:YAL) Valuation Check After 2025 Results And Final Dividend Announcement

Yancoal Australia (ASX:YAL) has put fresh numbers on the table, releasing its audited 2025 results that combine higher coal production, lower sales revenue, sharply reduced net income and a new final cash dividend. See our latest analysis for Yancoal Australia. The latest results and dividend decision came alongside a sharp 1 day share price return of 8.44% decline and a softer 7 day share price return of 7.84% decline, although the year to date share price return of 12.57% and a 5 year total...
ASX:ORA
ASX:ORAPackaging

The Bull Case For Orora (ASX:ORA) Could Change Following 10% Share Buyback Plan - Learn Why

On 12 February 2026, Orora Limited (ASX:ORA) announced a share repurchase program to buy back up to 123,378,429 shares, or 10% of its issued capital, for capital management purposes by 25 February 2027, from a base of 1.23 billion shares on issue. This sizeable buyback authorization highlights management’s focus on optimizing the share count and using balance sheet flexibility to support capital allocation priorities. We’ll now examine how this sizeable 10% buyback capacity could reshape...
ASX:ELV
ASX:ELVMetals and Mining

A Look At Elevra Lithium’s Valuation As First-Half FY26 Results Swing To Profit

Elevra Lithium (ASX:ELV) is back in focus after reporting first half FY26 results that moved from a prior loss to a US$74 million profit, alongside higher revenue and steady North American Lithium operations. See our latest analysis for Elevra Lithium. At a latest share price of A$8.20, Elevra Lithium’s momentum has been mixed, with a 7 day share price return of 5.13% and a 90 day share price return of 41.87%. The 1 year total shareholder return of 148.48% contrasts with a 3 year total...
ASX:CVW
ASX:CVWInsurance

ClearView Wealth (ASX:CVW) Loss Challenges Bullish Margin Expansion Narrative

ClearView Wealth (ASX:CVW) has opened H1 2026 with total revenue of A$224.4 million and a basic EPS loss of A$0.00512, set against a trailing twelve month picture that includes A$454.8 million of revenue and basic EPS of A$0.00816. Over recent halves the company has seen revenue move from A$211.2 million in H2 2024 to A$184.9 million in H1 2025 and then to A$224.4 million in H2 2025. Basic EPS has swung between a loss of A$0.00589 in H2 2024, a profit of A$0.02950 in H1 2025 and a small loss...
ASX:PDI
ASX:PDIMetals and Mining

Assessing Predictive Discovery’s Valuation After Wider Half Year Loss Raises Investor Concerns

Half year loss widens and raises fresh questions for investors Predictive Discovery (ASX:PDI) released half year results to December 31, 2025, with net loss at A$12.88 million versus A$7.85 million a year earlier, focusing attention on project progress and funding needs. See our latest analysis for Predictive Discovery. Despite reporting a wider loss, Predictive Discovery shares are trading at A$0.95, with a 30 day share price return of 13.10% and a very large 5 year total shareholder return...
ASX:BHM
ASX:BHMMetals and Mining

Broken Hill Mines H1 2026 Loss Challenges Bullish Revenue Growth Narratives

Broken Hill Mines (ASX:BHM) has released its H1 2026 scorecard with trailing 12‑month revenue of A$90.4 million and a loss of A$38.2 million, alongside a trailing EPS of A$0.28 loss per share, setting a mixed backdrop for the latest update. The company has seen revenue move from A$58.1 million in H2 2025 and effectively zero in H2 2024 to A$90.4 million over the last twelve months, while EPS has swung from A$0.55 per share in H2 2025 to a loss of A$0.28 per share on a trailing basis. This...
ASX:EOL
ASX:EOLSoftware

Energy One (ASX:EOL) Margin Expansion Tests Justification For 65x P/E Narrative

Energy One (ASX:EOL) has reported its H1 2026 numbers with investors eyeing a business that most recently generated H2 2025 revenue of A$32.4 million and basic EPS of A$0.11, against a backdrop of trailing 12 month revenue of A$67.1 million and basic EPS of A$0.24. The company has seen revenue move from A$27.1 million in H2 2024 to A$28.7 million in H1 2025 and A$32.4 million in H2 2025, while basic EPS stepped from A$0.07 to A$0.08 and then A$0.11 over those same periods. This sets up the...
ASX:SGP
ASX:SGPREITs

Stockland (ASX:SGP) Valuation Check After Stronger Half Year Earnings And Higher Distributions

Why Stockland’s latest earnings and distributions matter Stockland (ASX:SGP) has attracted attention after reporting improved half year earnings, confirming its 2026 distribution outlook, and announcing a new interim distribution. These developments give investors fresh information on both income and profitability. See our latest analysis for Stockland. The latest earnings and distribution update comes at a time when Stockland’s 1 day share price return of 0.80% sits against a 30 day share...
ASX:SMR
ASX:SMRMetals and Mining

Assessing Stanmore Resources (ASX:SMR) Valuation After Net Loss, Record Output And Higher Dividend

Stanmore Resources (ASX:SMR) has grabbed investor attention after reporting a 2025 net loss of US$47.2 million, along with record coal output, solid cash flow and an increased fully franked final dividend. See our latest analysis for Stanmore Resources. Despite the latest results and dividend news, the share price reaction has been weak in the short term, with a 1 day share price return of a 6.88% decline and a 30 day share price return of a 14.33% decline. However, the 1 year total...
ASX:NAB
ASX:NABBanks

Is NAB’s Strong Q1 Profit and New CFO Shaping a Different Long‑Term Case for ASX:NAB?

National Australia Bank reported first-quarter FY2026 net interest income of A$4,600 million and net income of A$2,000 million, while also confirming upcoming leadership changes including the phased retirement of long-serving executive Shaun Dooley and the March 2, 2026 commencement of incoming Group Chief Financial Officer and Group Executive Strategy, Inder Singh. Alongside the earnings update, NAB is reshaping its leadership and physical footprint, combining executive transitions with a...
ASX:DTL
ASX:DTLIT

A Look At Data#3 (ASX:DTL) Valuation After Higher Half Year Earnings And Dividend Announcement

Data#3 (ASX:DTL) has attracted fresh attention after releasing half year results to December 31, 2025, alongside declaring a fully franked interim dividend of A$0.135 per share with payment scheduled for March 31, 2026. See our latest analysis for Data#3. Despite the earnings release and higher interim dividend, recent momentum has been weak. The 7 day share price return is 23.17% and the 30 day share price return is 25.42%, while the 1 year total shareholder return of 6.53% contrasts with a...
ASX:BGA
ASX:BGAFood

Should Bega Cheese’s Stronger Half-Year Results and Higher Dividend Require Action From Bega (ASX:BGA) Investors?

Bega Cheese Limited has reported past half-year results for the period ended 28 December 2025, with sales rising to A$1,871.3 million and net income to A$46.9 million, while also declaring a fully franked interim dividend of A$0.07 per share payable on 2 April 2026. The combination of higher earnings and a fully franked dividend suggests improving profitability and cash generation from continuing operations at Bega Cheese. We will now examine how this improved half-year profitability and...