Daily Market Reports | May 14 2026
This story features LIFE360 INC, and other companies.
For more info SHARE ANALYSIS: 360
The company is included in ASX100, ASX200, ASX300, ALL-ORDS and ALL-TECH
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COMPANIES DISCUSSED IN THIS ISSUE
Click on a symbol for fast access.
The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)
360 APE ATA BWN BXB DUG EBR HLO HPG HZR IAG IOD KYP RDY SHA SPK SYL
360 LIFE360 INC
Software & Services – Overnight Price: $18.76
Canaccord Genuity rates ((360)) as Buy (1) –
Canaccord Genuity maintains a Buy rating for Life360 with a lowered US$72.00 price target following management’s softer user growth outlook.
First quarter revenue and adjusted EBITDA exceeded expectations, despite technical issues in several international markets, according to the report.
The broker notes management increased FY26 revenue guidance, supported by strong advertising momentum, although hardware revenue remained weak.
Growth is expected to reaccelerate in the second half of 2026 as Android performance improvements are implemented and marketing investment expands in key international markets.
This report was published on May 13, 2026.
Current Price is $18.76. Target price not assessed.
Current consensus price target is $30.34, suggesting upside of 61.7%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 72.2, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 26.0.
Forecast for FY27:
Current consensus EPS estimate is 98.8, implying annual growth of 36.8%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 19.0.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
APE EAGERS AUTOMOTIVE LIMITED
Automobiles & Components – Overnight Price: $23.37
Canaccord Genuity rates ((APE)) as Buy (1) –
Canaccord Genuity maintains a Buy rating for Eagers Automotive with a lowered $30.50 target price following a revision to the CanadaOne Auto acquisition closing date.
The broker notes earnings are likely to be more heavily skewed to the second half than usual as a result of recent dealership acquisitions in Canada and Australia.
Demand for battery electric vehicles has lifted significantly due to fuel price spikes, a segment where the company holds a materially higher market share of 35% versus 10% for traditional internal combustion engines, according to the report.
Earnings per share forecasts have been revised down by -6.9% in FY26, -5.4% in FY27, and -3.3% in FY28 to account for higher interest rate assumptions and shifted currency forecasts.
The broker expects overall market share to continue growing in Australia through further acquisitions and structural improvements in dealership operations.
This report was published on May 13, 2026.
Target price is $30.50 Current Price is $23.37 Difference: $7.13
If APE meets the Canaccord Genuity target it will return approximately 31% (excluding dividends, fees and charges).
Current consensus price target is $29.93, suggesting upside of 28.0%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 119.7, implying annual growth of 37.4%.
Current consensus DPS estimate is 86.3, implying a prospective dividend yield of 3.7%.
Current consensus EPS estimate suggests the PER is 19.5.
Forecast for FY27:
Current consensus EPS estimate is 136.7, implying annual growth of 14.2%.
Current consensus DPS estimate is 93.4, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 17.1.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ATA ATTURRA LIMITED
Software & Services – Overnight Price: $0.46
Shaw and Partners rates ((ATA)) as Buy (1) –
Shaw and Partners maintains a Buy rating for Atturra with an unchanged $1.15 target price following an update at the TechRise Conference.
The broker reports management implicitly re-affirmed FY26 guidance and noted a return to growth during the second half as demand for data, security, and artificial intelligence-readiness work offsets weakness in other areas.
Margins are expected to benefit from recent restructuring and automation-led efficiencies within managed services, while momentum across intellectual property products strengthens the medium-term outlook.
Improving cross-sell traction has reduced single-offering customers to roughly 94% from 99%, prompting plans to double the strategic sales team in FY27, according to the report.
Underlying earnings per share forecasts stand at 3.5c in FY26, 4.7c in FY27, and 5.3c in FY28.
This report was published on May 13, 2026.
Target price is $1.15 Current Price is $0.46 Difference: $0.69
If ATA meets the Shaw and Partners target it will return approximately 150% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of 3.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.14.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 4.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.79.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BWN BHAGWAN MARINE LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $0.32
Shaw and Partners rates ((BWN)) as Buy (1) –
Shaw and Partners maintains a Buy rating for Bhagwan Marine and reduces the target price to $0.60 from $0.90 following a weak trading update.
The broker notes the guidance downgrade reflects delays in project awards and incomplete pass-through of rising fuel costs.
Completion of the Riverside Marine acquisition on 31 March 2026 is expected to strengthen recurring free cash flow and provide diversification.
Earnings per share forecasts have been revised down by -66.6% to 1.4c in FY26, -37.4% to 3.6c in FY27, and -30.0% to 5.5c in FY28.
Dividend estimates are projected at 1.0c in FY26 and 1.5c in both FY27 and FY28, representing a reset in the payout ratio.
This report was published on May 13, 2026.
Target price is $0.60 Current Price is $0.32 Difference: $0.28
If BWN meets the Shaw and Partners target it will return approximately 87% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 1.00 cents and EPS of 1.40 cents.
At the last closing share price the estimated dividend yield is 3.13%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 22.86.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 1.50 cents and EPS of 3.60 cents.
At the last closing share price the estimated dividend yield is 4.69%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.89.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BXB BRAMBLES LIMITED
Transportation & Logistics – Overnight Price: $21.81
Jarden rates ((BXB)) as Upgrade to Overweight from Neutral (2) –
Jarden upgrades Brambles to an Overweight rating with a $25.15 price target following share price underperformance and resilient customer results.
Commentary suggests volume resilience in key regions like North America and a structured pricing environment provide support for achieving the FY26 constant currency EBIT growth guidance range.
Core earnings per share estimates have been revised downwards by -0.6% and -0.5% for FY26 and FY27 to reflect potential EBIT margin pressure and cost inflation.
Cost reductions anticipated to lift second half underlying EBIT by US$15m should help offset higher IPEP charges and near-term earnings exposure in EMEA.
Downside risks are viewed as largely protected by the current valuation, which incorporates updated discounted cash flow assumptions and caution regarding negative trading updates.
This report was published on May 12, 2026.
Target price is $25.15 Current Price is $21.81 Difference: $3.34
If BXB meets the Jarden target it will return approximately 15% (excluding dividends, fees and charges).
Current consensus price target is $26.32, suggesting upside of 20.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 45.00 cents and EPS of 105.66 cents.
At the last closing share price the estimated dividend yield is 2.06%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.64.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 98.3, implying annual growth of N/A.
Current consensus DPS estimate is 62.3, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 22.2.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 70.19 cents and EPS of 117.14 cents.
At the last closing share price the estimated dividend yield is 3.22%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.62.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 108.0, implying annual growth of 9.9%.
Current consensus DPS estimate is 66.0, implying a prospective dividend yield of 3.0%.
Current consensus EPS estimate suggests the PER is 20.2.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.6
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
DUG DUG TECHNOLOGY LIMITED
Cloud services – Overnight Price: $2.23
Shaw and Partners rates ((DUG)) as Buy (1) –
Shaw and Partners reiterates a Buy rating for Dug Technology with an unchanged $3.00 target price following an update at the TechRise Conference.
The broker notes trading through FY26 appears well on track against consensus expectations of US$85m, supported by accelerating software and high-performance computing revenue.
Services momentum is building steadily in Brazil and the Middle East, while the repeatable Petronas contract model validates technology leadership.
Technology-led differentiation is expected to drive structurally higher margins as adoption of the Multi-Parameter Full Waveform Inversion platform expands.
Underlying earnings per share forecasts are estimated at US5.0c in FY26, US9.2c in FY27, and US8.3c in FY28, with no dividends projected.
This report was published on May 13, 2026.
Target price is $3.00 Current Price is $2.23 Difference: $0.77
If DUG meets the Shaw and Partners target it will return approximately 35% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of 5.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 44.60.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 9.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.24.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
EBR EBR SYSTEMS INC
Medical Equipment & Devices – Overnight Price: $0.57
Canaccord Genuity rates ((EBR)) as Buy (1) –
Canaccord Genuity maintains a Buy rating for EBR Systems with an unchanged $2.43 target price following a strong 1Q26 trading update.
Performance was highlighted by 41 WiSE implants generating US$2.3m in revenue, exceeding the broker’s earlier estimates as clinical confidence in the system grows.
Feedback from the Heart Rhythm Society conference reinforced the clinical case for WiSE, which remains the only leadless, left ventricle endocardial pacing option, according to the report.
Launch execution is viewed by the broker as flawless despite a capital overhang and negative sentiment weighing on the current share price.
Future gross margins are expected to potentially exceed 65% as manufacturing transitions to a new facility by the end of 2026.
This report was published on May 13, 2026.
Target price is $2.43 Current Price is $0.57 Difference: $1.855
If EBR meets the Canaccord Genuity target it will return approximately 323% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.00 cents.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.00 cents.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
HLO HELLOWORLD TRAVEL LIMITED
Travel, Leisure & Tourism – Overnight Price: $1.45
Shaw and Partners rates ((HLO)) as Buy (1) –
Shaw and Partners maintains a Buy rating for Helloworld Travel with an unchanged $2.80 target price following the release of Australian Bureau of Statistics travel data.
Total departures for March 2026 increased by 12.8% year-on-year, while financial year-to-April growth stands at 6.9% despite a -5.5% decline in provisional April figures.
Management views travel as a frequent experience reward rather than a discretionary spending category, providing a degree of resilience against broader economic volatility, according to the report.
Earnings per share forecasts have been maintained at 22.2c in FY26, 23.2c in FY27, and 24.5c in FY28.
Dividend estimates are projected at 11.0c for the current financial year and 12.0c for both FY27 and FY28.
This report was published on May 13, 2026.
Target price is $2.80 Current Price is $1.45 Difference: $1.355
If HLO meets the Shaw and Partners target it will return approximately 94% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 11.00 cents and EPS of 22.20 cents.
At the last closing share price the estimated dividend yield is 7.61%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.51.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 12.00 cents and EPS of 23.20 cents.
At the last closing share price the estimated dividend yield is 8.30%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.23.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
HPG HIPAGES GROUP HOLDINGS LIMITED
Online media & mobile platforms – Overnight Price: $0.75
Shaw and Partners rates ((HPG)) as Buy (1) –
Shaw and Partners reiterates a Buy rating for hipages Group with an unchanged $2.50 target price following an update at the TechRise Conference.
The broker notes FY26 guidance remains intact as strong yield trends and a planned July price increase help offset softer subscriber volumes.
Commentary highlights management appears increasingly confident limited job management adoption and AI-driven efficiencies can drive structurally higher retention and margins.
The broker expects the acquisition of VIZ Insurance to provide a fast-track entry into embedded financial services, while expanding the serviceable customer base.
Earnings per share forecasts stand at 4.5c in FY26, 3.7c in FY27, and 5.5c in FY28, with no dividend payouts expected.
This report was published on May 13, 2026.
Target price is $2.50 Current Price is $0.75 Difference: $1.75
If HPG meets the Shaw and Partners target it will return approximately 233% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of 4.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.67.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 3.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.27.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
HZR HAZER GROUP LIMITED
Commodities – Overnight Price: $0.38
Shaw and Partners rates ((HZR)) as Buy (1) –
Shaw and Partners reiterates a Buy rating for Hazer Group with an unchanged $0.70 target price following the announcement of a strategic partnership for clean fuel development.
A non-binding memorandum of understanding with Continual Renewable Ventures aims to assess low carbon liquid fuel opportunities in Australia using proprietary hydrogen technology.
This project is estimated by the broker to carry a potential net present value between $30m and $40m for the company.
Earnings (losses) per share forecasts have been maintained at -3.0c in FY26, -3.5c in FY27, and -1.8c in FY28.
No dividend payments are projected as the business continues to focus on technology commercialisation.
This report was published on May 13, 2026.
Target price is $0.70 Current Price is $0.38 Difference: $0.325
If HZR meets the Shaw and Partners target it will return approximately 87% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 3.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 12.50.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 3.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 10.71.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
IAG INSURANCE AUSTRALIA GROUP LIMITED
Insurance – Overnight Price: $7.60
Jarden rates ((IAG)) as Overweight (2) –
Jarden maintains an Overweight rating for Insurance Australia Group and lifts the target price to $8.00 from $7.90 following the insurer’s Ambition 2030 strategy update.
The strategy framework is described as credible, with structural margin upside supported by quota share profit commissions and perils cover design.
Headline targets for FY30 include gross written premium exceeding $25bn and return on equity of at least 15%, though the growth trajectory remains contingent on ACCC clearance for the RACWA acquisition.
Earnings per share forecasts have been revised to 42.9c in FY26, 46.8c in FY27, and 48.6c in FY28 to reflect a higher underlying insurance trading margin.
Potential catalysts include cost reductions from artificial intelligence scaling, while uncertainty remains regarding claims inflation and risks associated with regulatory approvals.
This report was published on May 12, 2026.
Target price is $8.00 Current Price is $7.60 Difference: $0.4
If IAG meets the Jarden target it will return approximately 5% (excluding dividends, fees and charges).
Current consensus price target is $8.23, suggesting upside of 8.2%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 33.00 cents and EPS of 42.90 cents.
At the last closing share price the estimated dividend yield is 4.34%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.72.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 42.6, implying annual growth of -25.9%.
Current consensus DPS estimate is 30.0, implying a prospective dividend yield of 3.9%.
Current consensus EPS estimate suggests the PER is 17.8.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 34.00 cents and EPS of 46.80 cents.
At the last closing share price the estimated dividend yield is 4.47%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.24.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 46.8, implying annual growth of 9.9%.
Current consensus DPS estimate is 34.3, implying a prospective dividend yield of 4.5%.
Current consensus EPS estimate suggests the PER is 16.2.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
IOD IODM LIMITED
Cloud services – Overnight Price: $0.16
Shaw and Partners rates ((IOD)) as Buy (1) –
Shaw and Partners reiterates a Buy rating for IODM with an unchanged $0.29 target price following an update at the TechRise Conference.
The broker notes management is focused on converting the North American partner-led pipeline into scalable growth, with early Tier 1 university engagement supporting confidence.
Commentary highlights artificial intelligence-enabled self-service onboarding is reducing operational bottlenecks and improving scalability.
Stronger conversion momentum has the potential to bring forward the path to cash-flow breakeven, the broker suggests.
Underlying earnings (loss) per share forecasts stand at -0.3c in FY26 and -0.0c in FY27, with a return to profitability at 0.3c projected for FY28.
This report was published on May 13, 2026.
Target price is $0.29 Current Price is $0.16 Difference: $0.13
If IOD meets the Shaw and Partners target it will return approximately 81% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 0.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 53.33.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.00 cents.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
KYP KINATICO LIMITED
Software & Services – Overnight Price: $0.16
Shaw and Partners rates ((KYP)) as Buy (1) –
Shaw and Partners maintains a Buy rating for Kinatico with an unchanged $0.38 target price following an update at the TechRise Conference.
Management highlighted the KC pipeline has grown beyond $12m and appears increasingly confident conversion is nearing an inflection point, according to the report.
Significant operating leverage potential exists within the platform, Shaw highlights, with the business reportedly capable of doubling revenue without increasing operating headcount.
The broker notes AI is positioned as a structural benefit underpinned by trusted compliance data and an AI-native architecture, helping to push back on ‘SaaSpocalypse’ concerns.
Underlying earnings per share forecasts stand at 0.5c in FY26, 1.1c in FY27, and 1.9c in FY28 as the company targets a higher SaaS revenue mix and gross margins above 80%.
This report was published on May 13, 2026.
Target price is $0.38 Current Price is $0.16 Difference: $0.22
If KYP meets the Shaw and Partners target it will return approximately 138% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 32.00.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 1.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.55.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RDY READYTECH HOLDINGS LIMITED
Software & Services – Overnight Price: $1.33
Shaw and Partners rates ((RDY)) as Buy (1) –
Shaw and Partners reiterates a Buy rating for ReadyTech Holdings with an unchanged $2.80 target price following an update at the TechRise Conference.
Management reaffirmed FY26 guidance and Shaw sees this as highlighting improving second-half pipeline conversion and stabilising churn across mature products.
The broker notes confidence margins have bottomed out, with future expansion supported by a disciplined focus on portfolio rationalisation.
Artificial intelligence-driven engineering productivity and the Orchestra orchestration layer are seen as key enablers for lower operating costs and faster development cycles.
Underlying earnings per share forecasts stand at 0.7c in FY26, 2.8c in FY27, and 13.9c in FY28, with no dividends expected.
This report was published on May 13, 2026.
Target price is $2.80 Current Price is $1.33 Difference: $1.47
If RDY meets the Shaw and Partners target it will return approximately 111% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 190.00.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 2.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 47.50.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SHA SHAPE AUSTRALIA CORPORATION LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $7.79
Shaw and Partners rates ((SHA)) as Buy (1) –
Shaw and Partners maintains a Buy rating for Shape Australia with a $8.25 target price following a positive trading update.
The broker notes record project wins exceeding $1.16bn reached by 30 April 2026 support maiden FY26 revenue guidance between $1.175bn and $1.225bn.
Modular construction revenue more than doubled year-on-year, while increased diversification into education and data centres further strengthened the forward pipeline to about $4.2bn, according to the report.
Earnings per share forecasts have been maintained at 36.5c in FY26, 41.8c in FY27, and 44.3c in FY28.
Dividend estimates are projected at 30.0c, 34.0c, and 36.0c across the period.
This report was published on May 13, 2026.
Target price is $8.25 Current Price is $7.79 Difference: $0.46
If SHA meets the Shaw and Partners target it will return approximately 6% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Shaw and Partners forecasts a full year FY26 dividend of 30.00 cents and EPS of 36.50 cents.
At the last closing share price the estimated dividend yield is 3.85%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.34.
Forecast for FY27:
Shaw and Partners forecasts a full year FY27 dividend of 34.00 cents and EPS of 41.80 cents.
At the last closing share price the estimated dividend yield is 4.36%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.64.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SPK SPARK NEW ZEALAND LIMITED
Telecommunication – Overnight Price: $1.65
Jarden rates ((SPK)) as Downgrade to Neutral from Overweight (3) –
Jarden downgrades Spark New Zealand to a Neutral rating with a NZ$2.27 price target following a review of earnings momentum through FY26.
Normalised earnings per share forecasts have been reduced by -11.4c for FY26 and -13.3c for FY27 due to subdued cloud margins and a step down in fixed wireless pricing.
Dividends per share are projected at NZ16.0c across the next two financial years, reflecting a reset that sits back in line with 2013 levels.
Stabilising operating earnings will likely require significant cost-out measures and a potential divestment of non-core IT businesses to reduce capital intensity, the broker suggests.
Structural connectivity factors and higher risk-free rates pose ongoing downside risks, while management execution on business simplification remains a potential positive catalyst, the report concludes.
This report was published on May 12, 2026.
Current Price is $1.65. Target price not assessed.
Current consensus price target is N/A
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 14.01 cents and EPS of 9.98 cents.
At the last closing share price the estimated dividend yield is 8.51%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.48.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 10.4, implying annual growth of N/A.
Current consensus DPS estimate is 13.4, implying a prospective dividend yield of 8.1%.
Current consensus EPS estimate suggests the PER is 15.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 14.01 cents and EPS of 11.64 cents.
At the last closing share price the estimated dividend yield is 8.51%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.13.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 12.4, implying annual growth of 19.2%.
Current consensus DPS estimate is 14.2, implying a prospective dividend yield of 8.6%.
Current consensus EPS estimate suggests the PER is 13.3.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SYL SYMAL GROUP LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $2.60
Jarden rates ((SYL)) as Buy (1) –
Jarden maintains a Buy rating for Symal Group with an increased $3.05 price target following a “resilient” FY26 EBITDA guidance update.
The revised guidance midpoint has lifted to $123m with the report concluding disciplined project execution helps mitigate rising diesel costs and materials inflation.
Core earnings per share forecasts for FY26 and FY27 have been reduced by -2.4% and -2.0% to reflect higher lease costs and conservative depreciation estimates.
Recent acquisitions in South East Queensland are now incorporated into projections, with the bulk of earnings contribution expected in FY27.
Underlying performance remains subject to project execution and the timing of contract commencements. Commentary suggests this represents potential risks to the earnings trajectory.
This report was published on May 12, 2026.
Target price is $3.05 Current Price is $2.60 Difference: $0.45
If SYL meets the Jarden target it will return approximately 17% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 9.30 cents and EPS of 20.10 cents.
At the last closing share price the estimated dividend yield is 3.58%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.94.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 11.00 cents and EPS of 23.50 cents.
At the last closing share price the estimated dividend yield is 4.23%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.06.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
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