FNArena.com | Australian Financial News Provider

Bell Potter has downgraded AMA Group's FY26 and FY27 earnings forecasts due to the ongoing Middle East war and the higher probability fuel prices will remain higher for longer, which is expected to have a negative impact on repair volumes.

The longer term estimates have also been lowered to err on the conservative side, and the net impact is earnings (EBITDA) forecasts down -7% for FY26 and FY27 and down -4% for FY28.

The current FY26 earnings (EBITDA) of $67m is below guidance of $70m-$75m. The analyst flags a downgrade in guidance at the upcoming 3Q update later in April.

Buy rating retained with a lower target of $1.10 from $1.20.

UBS rates CPU as Neutral

UBS points to strong corporate action activity and US Corporate Trust issuance in the March quarter, supporting transactional revenues for Computershare, despite heightened market volatility.

Near-term earnings are expected to remain resilient, with higher margin income yields offsetting potential pressure on activity if volatility persists.

Commentary also suggests longer-term risks from structural factors such as blockchain and tokenisation, which may weigh on the outlook.

UBS retains a Neutral rating and lowers its target to $32.75 from $35.30.

This is a summary of UBS research released yesterday.

Citi rates EVN as Neutral

Citi observes a "mixed" set of operational results from Evolution Mining's 3Q update.

Production was 2% above consensus at 170koz and AISC came in 16% higher than consensus at $2,220. Heavy rain over February and March for Ernest Henry lifted the wet weather impact to 9koz-11koz Au and 6kt-8kt of Cu from 7koz-8koz Au and 4kt-5kt of Cu.

Production from Ernest Henry missed consensus by -39% but management has retained FY26 group production guidance.

Ahead of the earnings call, the stock is Neutral rated with a $15 target.

Click here to see full report

ANALYSIS & DATA

FNARENA'S MARKET CONSENSUS FORECASTS

To display the stock analysis for a company please enter the company code:

ANZ | ANZ GROUP HOLDINGS LIMITED

Abbreviated format - see the full version here

LAST PRICE	CHANGE +/-	CHANGE %	VOLUME
$38.22 15 Apr 2026	-0.240 OPEN $38.30	-0.62% HIGH $38.49	3,945,436 LOW $38.01

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$38.22

15 Apr
2026

market red arrow -0.240

OPEN

$38.30

market red arrow -0.62%

HIGH

$38.49

3,945,436

LOW

$38.01

TARGET
$35.575-6.9% downside
Franking for last dividend paid out: 70%

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY24 Actual	FY25 Actual	FY26 Forecast	FY27 Forecast
EPS (cps)	xxx	198.2	249.6	xxx
DPS (cps)	xxx	166.0	167.2	xxx
EPS Growth	xxx	- 9.1%	25.9%	xxx
DPS Growth	xxx	0.0%	0.7%	xxx
PE Ratio	xxx	N/A	15.3	xxx
Dividend Yield	xxx	N/A	4.4%	xxx
Div Pay Ratio(%)	xxx	83.8%	67.0%	xxx

FOLLOW US ON SOCIAL MEDIA

@Filapek

9K Followers

26.2K Posts

Rudi Filapek-Vandyck@Filapek

Don't you worry, navigating the global circus in 2026 will look very straightforward and logical with the assistance of Harry Hindsight later on 😉#investing #XJO #equities #stocks

1 0 0

Rudi Filapek-Vandyck@Filapek

$SOL #stockinfocus @FNArena #XJO #investing #equities https://t.co/l88wGg2pyx

0 0 1

Rudi Filapek-Vandyck@Filapek

A while ago, I suggested the local share market had become a Treasure Cove of value opportunities. One reader said: name me three! My response: how about 300? Now look at the past two days... In the share market, as much as in life, it's about perception and the things you

0 0 0

Rudi Filapek-Vandyck@Filapek

RBC Capital on Pro Medicus $PME: "An incrementally positive win for PME in the academic space which they are traditionally stronger in, however, the market is likely looking for more to shake off negative SaaS sentiment given the size of the deal doesn't necessarily move the

0 0 1

Rudi Filapek-Vandyck@Filapek

Franklin Templeton: "Even though consumer spending remains the backbone of growth, a meaningful share of recent upside surprises in growth reflects AI investment and AI‑driven asset price gains. "AI‑related equity gains have reinforced a K‑shaped consumption pattern, with

0 0 0

Rudi Filapek-Vandyck@Filapek

RBC Capital on Flight Centre $FLT: "FLT has entered into a binding agreement to sell its shareholding (c.47%) in Pedal Group to Turner Collective (a related-party associated with FLT MD Graham Turner) for $61.7 million (2.7% of FLT's market cap). "The consideration represents a

0 0 0

Rudi Filapek-Vandyck@Filapek

RBC Capital on Telix Pharmaceuticals $TLX: "TLX has reported a strong 1Q26 update with revenues exceeding Consensus and RBCe forecasts. "Compared to our forecasts, the company has delivered stronger than expected PSMA imaging dose volumes and pricing. "While management

0 0 2

Rudi Filapek-Vandyck@Filapek

RBC Capital on NextDC: "NXT's hybrid offer takes a bit of pressure off the recently shelved ~$500m subordinated debt offering and investors should view NXT's ability to source alternative long-term capital as generally positive. "The deal is supported by La Caisse (previously

0 0 0

Rudi Filapek-Vandyck@Filapek

Citi (Sell) on Guzman y Gomez $GYG: "Easter Bunny brings Guzman holders a pleasant surprise "The acceleration of 3Q26 Australia LFL sales growth is likely to be well received given i) it is above VA consensus (but in line with CitiE), ii) it comes at a time when there has been

0 0 0

Rudi Filapek-Vandyck@Filapek

Ed Yardeni (US #equities): "The IT sector's forward P/E at 20.7 has now converged with the S&P500's 19.9. For investors with a multi-year horizon, this is an attractive entry point. "The share of the S&P500’s market capitalization represented by the IT sector plus the

0 0 0

FIND FNARENA ON

DAILY FINANCIAL NEWS

Dalrymple Bay’s Utility Appeal

Dalrymple Bay Infrastructure is not a coal company, equating more to a utility, making it attractive in the current environment

10:30 AM - Small Caps

AI’s Power Demand Is Rewiring Global Markets

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities

10:00 AM - Commodities

Treasure Chest: Whitehaven Coal

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is ‘Whitehaven Coal’

Apr 15 2026 - Treasure Chest

The Formidable Resilience Of Global Credit

Macro Talking Points from Benoit Anne, Senior Managing Director and Head of Market Insights, MFS Investment Management

Apr 15 2026 - International

Technical Views On Nasdaq, ASX200 & Oil

Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

Apr 15 2026 - Technicals

The Rebuilding Of Tower

It’s taken a long time for insurance company Tower to recover from the cats of the devastating New Zealand earthquake, but a view is now emerging the market is undervaluing progress made to date

Apr 15 2026 - Small Caps

a2 Milk Hit By ‘Perfect Logistics Storm’

Apr 15 2026 - Australia

The Investment Case For Deterra Royalties

Apr 14 2026 - Commodities

Breakout Opportunity In Mineral Resources

Apr 14 2026 - Technicals

Ridley Fertilised For Growth

Apr 13 2026 - Small Caps

Treasure Chest: Playside Studios’ Mouse Release

Apr 13 2026 - Treasure Chest

The Market In Numbers – 11 Apr 2026

Apr 11 2026 - Australia

Telix’ Double-Product Strategy On A Roll

Apr 10 2026 - Australia

Pexa Sentiment Sours Over Regulatory Cloud

Apr 09 2026 - Small Caps

Guzman y Gomez’s Burrito Surprise Bites Shorters

Apr 09 2026 - Small Caps

Assessing Real Estate’s AI Future

Apr 09 2026 - Australia

Op-Ed: Why Lending Needs A New Trust Model

Apr 08 2026 - International

Technical Views On Nasdaq, ASX200 & Oil

Apr 08 2026 - Technicals

PR NEWSWIRE

Kazia Therapeutics Strengthens Scientific Leadership with Appointment of Dr. Sudha Rao as Chief Scientific Officer to Lead Next-Generation Oncology Platform

Apr 15 2026 - PR NewsWire

Sistine Chapel Masterpieces Come to Life in Groundbreaking Immersive Exhibition in Sydney

Apr 15 2026 - PR NewsWire

Voltavate’s Manufacturing Breakthrough Gains ARENA Backing to Transform Battery Production at Scale

Apr 15 2026 - PR NewsWire

Samsung Announces 2026 Home Audio line-up with Timeless Music Studio Wi-Fi Speakers and Advanced Q-Series Soundbars

Apr 15 2026 - PR NewsWire

Nexon Asia Pacific joins the Microsoft Intelligent Security Association

Apr 15 2026 - PR NewsWire

Telix Doses First Patient in Phase 3 IPAX-BrIGHT Trial of TLX101-Tx for Recurrent Glioblastoma

Apr 15 2026 - PR NewsWire

RUDI'S VIEWS

Rudi’s View: Trump’s Circus & Technology’s Brave New World

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026

DAILY MARKET REPORTS

Australian Broker Call Extra Edition – Apr 16, 2026

Extra Edition of the Broker Call Report

10:58 AM

The Overnight Report: New Record Highs

A global perspective on what happened overnight

8:31 AM

Today’s Financial Calendar – 16-04-2026

Significant Scheduled Events For 16 April, 2026

8:15 AM

ASX Winners And Losers Of Today – 15-04-26

The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day

Apr 15 2026

The Overnight Report: Risk On Rally Continues

A global perspective on what happened overnight

Apr 15 2026

Today’s Financial Calendar – 15-04-2026

Significant Scheduled Events For 15 April, 2026

Apr 15 2026

ASX Winners And Losers Of Today – 14-04-26

The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day

Apr 14 2026

WEEKLY REPORTS

Weekly Update On LICs & LITs – 14-Apr-2026

Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX

Apr 14 2026

Uranium Week: Buyers Turn To Term Market

Amidst the ongoing geopolitical and energy uncertainty, U308 buyers are focused on the term market for securing price and supply certainty

Apr 14 2026

Weekly Ratings, Targets, Forecast Changes – 10-04-26

Weekly update on stockbroker recommendation, target price, and earnings forecast changes

Apr 13 2026

Australian Listed Real Estate Tables – 13-04-2026

FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data

Apr 13 2026

The Short Report – 10 Apr 2026

FNArena’s weekly update on short positions in the Australian share market

Apr 10 2026

Next Week At A Glance – 13-17 Apr 2026

A brief look at important company events and economic data releases next week

Apr 10 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 10-04-26

A summary of the highlights from Broker Call Extra updates throughout the week past

Apr 10 2026

Weekly Top Ten News Stories – 10 April 2026

Our top ten news stories from 02 April 2026 to 09 April 2026

Apr 10 2026

In Brief: Acrow, Eagers Automotive & Catapult

The challenges being confronted by investors from higher inflation and energy costs as well as AI-disruption are creating both unlikely opportunities and possible threats

Apr 10 2026

@Filapek

9K Followers

26.2K Posts

Rudi Filapek-Vandyck @Filapek

Don't you worry, navigating the global circus in 2026 will look very straightforward and logical with the assistance of Harry Hindsight later on 😉 #investing #XJO #equities #stocks

1 0 0

Rudi Filapek-Vandyck @Filapek

$SOL #stockinfocus @FNArena #XJO #investing #equities https://t.co/l88wGg2pyx

0 0 1

Rudi Filapek-Vandyck @Filapek

0 0 0

Rudi Filapek-Vandyck @Filapek

0 0 1

Rudi Filapek-Vandyck @Filapek

0 0 0

Rudi Filapek-Vandyck @Filapek

0 0 0

Rudi Filapek-Vandyck @Filapek

0 0 2

Rudi Filapek-Vandyck @Filapek

0 0 0

Rudi Filapek-Vandyck @Filapek

0 0 0

Rudi Filapek-Vandyck @Filapek

0 0 0

FIND FNARENA ON

Click item/line to change chart

Australia
16 April 2026 Updated : 11:12 AEDT
SPI Overnight
9018.00
-3.00
-0.03%
NZ50
13118.790
+42.210
0.320%
All Ordinaries
9194.70
+12.80
0.14%

S&P ASX 200
8980.10
+1.40
0.02%
S&P ASX 300
8911.10
+5.80
0.07%
Communication Services
1738.60
+14.30
0.83%
Consumer Discretionary
3485.10
+23.80
0.69%
Consumer Staples
12571.50
-2.50
-0.02%
Energy
10990.20
+17.70
0.16%
Financials
10019.10
+19.30
0.19%
Health Care
28035.30
-78.40
-0.28%
Industrials
7933.40
-23.60
-0.30%
Info Technology
1738.30
+97.50
5.94%
Materials
23832.80
-255.60
-1.06%
Real Estate
3503.00
+37.80
1.09%
Utilities
10316.30
+25.70
0.25%
A-REITs
1621.40
+15.30
0.95%
All Technology Index
2827.00
+123.30
4.56%
Banks
4405.00
-5.70
-0.13%
Gold Index
18897.10
-341.60
-1.78%
Metals & Mining
8300.20
-81.70
-0.97%

Click item/line to change chart

Australasia
16 April 2026 Updated : 11:12 AEDT

AUD/USD
0.7172
+0.00
0.38%
AUD/NZD
1.2134
+0.00
0.21%
NZD/USD
0.5911
+0.00
0.17%
AUD/JPY
113.88
+0.38
0.34%
SGD/AUD
1.10
0.00
-0.28%
AUD/EUR
0.6076
+0.00
0.20%
AUD/GBP
0.5284
+0.00
0.25%
AUDCAD
0.9848
+0.00
0.11%
World
16 April 2026 Updated : 11:12 AEDT
CAD/USD
0.7282
+0.00
0.26%
EUR/JPY
187.44
+0.26
0.14%
EUR/USD
1.1804
+0.00
0.17%
GBP/USD
1.3570
+0.00
0.10%
USD/JPY
158.79
-0.05
-0.03%

Click item/line to change chart

World
16 April 2026 Updated : 11:12 AEDT
FTSE100
10559.58
-49.48
-0.47%
DAX30
24066.70
+22.48
0.09%
Hang Seng
25947.32
+75.00
0.29%
Nikkei 225
58852.46
+797.46
1.37%
NZ50
13118.790
+42.210
0.320%
DJIA
48463.72
-72.27
-0.15%

S&P500
7022.95
+55.57
0.80%
Nasdaq Comp
24016.02
+376.93
1.59%
S&P500 VIX
18.17
-0.19
-1.03%
US 10-year yield
4.282
+0.026
0.610%
USD Index
97.88
-0.01
-0.01%
Aus Stocks
16 April 2026 Updated : 11:12 AEDT
Amcor (US)
40.60
-0.41
-1.00%
Newmont (US)
113.04
-6.26
-5.25%
Rio Tinto (UK)
7261.00
-49.00
-0.67%
BHP Group (US)
79.47
+0.30
0.38%
Rio Tinto (US)
98.56
-0.31
-0.31%
ResMed (US)
228.80
-1.89
-0.82%
South32 (UK)
244.20
-3.60
-1.45%
James Hardie (US)
19.94
-1.27
-5.99%
Janus Henderson (US)
51.60
+0.06
0.12%

Click item/line to change chart

Metals & Minerals
16 April 2026 Updated : 07:44 AEDT
Gold (oz)
4813.70
-50.80
-1.04%
Silver (oz)
79.09
-0.54
-0.67%
Copper (lb)
6.0785
0.00
-0.05%
Aluminium (lb)
1.6425
+0.02
1.01%
Nickel (lb)
8.2010
+0.15
1.83%
Zinc (lb)
1.5414
+0.02
1.60%
Copper (t)
13397.01
-6.61
-0.05%
Aluminium (t)
3620.15
+36.15
1.01%
Nickel (t)
18075.00
+325.00
1.83%
Zinc (t)
3397.25
+53.65
1.60%
Uranium (lb) weekly
85.50
+1.00
1.18%
Iron Ore (t)
106.75
+0.37
0.35%
Energy
16 April 2026 Updated : 07:44 AEDT

West Texas Crude
91.39
+0.11
0.12%
Brent Crude
94.92
-0.32
-0.34%

CALENDAR

Thursday, 16 April 2026

AU	Mar Unemployment Rate
CH	1Q GDP
EZ	March CPI
UK	Feb GBP
US	Weekly Jobless Claims
AAI	earnings report
AMP	Qtrly update
GMD	Qtr Update
NWL	Qtrly update
STO	AGM
TCL	Qtrly update