NZSE:GTK
NZSE:GTKSoftware

High Growth Tech Stocks to Watch in November 2025

As global markets navigate a challenging landscape marked by a tech sell-off and heightened scrutiny on AI spending, the Nasdaq Composite has led major indices lower, reflecting broader concerns about elevated valuations. With U.S. consumer sentiment nearing record lows and manufacturing activity contracting for the eighth month in a row, investors are increasingly focused on identifying high-growth opportunities that can withstand economic pressures and capitalize on technological advancements.
NZSE:MFT
NZSE:MFTLogistics

Mainfreight (NZSE:MFT): Valuation in Focus Following Earnings Dip and Higher Dividend Announcement

Mainfreight (NZSE:MFT) has just posted its half-year earnings, revealing higher sales but a drop in net income compared to last year. The company also approved an interim dividend at 85 cents per share, which highlights its ongoing focus on rewarding investors. See our latest analysis for Mainfreight. Mainfreight’s announcement of a higher interim dividend and solid sales growth appears to have given the market a jolt, with a one-day share price return of 6.8% and a 7-day return of 6.5%...
NZSE:IFT
NZSE:IFTDiversified Financial

Is Infratil's Return to Profitability Reshaping the Investment Outlook for NZSE:IFT?

Infratil Limited recently announced its earnings for the half year ended September 30, 2025, reporting sales of NZ$1,446.1 million and revenue of NZ$1.99 billion, up from the prior year, as well as net income of NZ$605.7 million compared to a net loss a year earlier. This turnaround from a net loss to a substantial net profit, alongside higher earnings per share, highlights a marked improvement in the company’s financial performance over the period. We'll consider how Infratil's shift to...
NZSE:SPK
NZSE:SPKTelecom

Can Spark (NZSE:SPK) Refocusing on Core Assets Reshape Its Long-Term Growth Prospects?

At its 2025 Annual Meeting held earlier this month, Spark New Zealand announced a renewed focus on its core connectivity business and revealed the SPK-30 five-year strategy, following the divestment of non-core assets and a partnership for its data centers with Pacific Equity Partners. Despite recent declines in revenue and profit, Spark New Zealand maintained its dividend and is turning to partnerships and AI to drive future growth. We’ll explore how Spark's sale of non-core assets and...
NZSE:SPK
NZSE:SPKTelecom

Spark New Zealand (NZSE:SPK): Assessing Valuation After Strategic Transformation and Launch of SPK-30 Plan

Spark New Zealand (NZSE:SPK) is pivoting toward its roots and unveiling a new five-year plan called SPK-30 after selling off non-core businesses. The company is focusing on core connectivity, ongoing partnerships, and fresh investments in AI. See our latest analysis for Spark New Zealand. Despite Spark’s bold reset and introduction of its SPK-30 strategy, sentiment around the stock remains cautious, with a 1-year share price return of -22.37% and a 1-year total shareholder return at -14.52%...
NZSE:FCG
NZSE:FCGFood

Fonterra (NZSE:FCG) Valuation in Focus Following Strategic Investment and Earnings Guidance Update

Fonterra Co-operative Group (NZSE:FCG) has announced an ambitious round of investment, revealing plans for new manufacturing capacity, a substantial butter plant expansion, and updated earnings guidance. The company aims to reach prior profit levels within three years. See our latest analysis for Fonterra Co-operative Group. Fonterra’s recent wave of investment updates comes on the heels of remarkable momentum, with its share price up over 41% year-to-date and a staggering 58% total...
NZSE:EBO
NZSE:EBOHealthcare

EBOS Group (NZSE:EBO): Assessing Valuation After Launching New Automated Kemps Creek Distribution Centre

EBOS Group (NZSE:EBO) just opened its new Symbion pharmacy wholesale distribution centre in Kemps Creek, Sydney. This marks a big step forward in the company's four-year, $360 million facility renewal program. This new centre focuses on automation, efficiency, and future growth potential. See our latest analysis for EBOS Group. After a tough year that saw EBOS Group log a one-year total shareholder return of -18.7% and a year-to-date share price decline of 24.2%, momentum has softened even as...
NZSE:GNE
NZSE:GNEElectric Utilities

Is Genesis Energy’s 271MWp Solar Farm Acquisition Transforming the Investment Case for NZSE:GNE?

Genesis Energy recently acquired the conditional rights to develop a 271MWp solar farm in Rangiriri, Waikato, near Auckland and key grid infrastructure, with an estimated project cost of $487 million and a planned annual generation of 437 GWh. This move expands Genesis's advanced-stage solar pipeline to around 700MWp and is central to its Gen35 plan of boosting renewable generation, supporting hydro assets, and reducing reliance on gas during peak summer demand. We'll explore how Genesis...
NZSE:AIR
NZSE:AIRAirlines

Air New Zealand’s Projected Loss and Fuel Costs Might Change the Case For Investing In NZSE:AIR

On October 21, 2025, Air New Zealand reported a modest year-on-year increase in passenger volumes and capacity for September, but also issued earnings guidance forecasting a pre-tax loss of between $30 million and $55 million for the first half of fiscal 2026, assuming average jet fuel prices of US$85 per barrel. The airline highlighted that upcoming capacity expansion in the second half could significantly alter the full-year picture, cautioning investors against directly extrapolating...