Daily Market Reports | Aug 25 2025
This story features AIC MINES LIMITED, and other companies.
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The company is included in ALL-ORDS
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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)
A1M AEL APA ARB BKT BRG CDA CWY DXS E25 EHL (2) GMD HUB (2) ILU IPH JHX LRK MAH (2) MP1 NST NUZ NWL RGN SEK SGP SHA SLC (2) SPK SPZ SSM TLC VAU VCX XRF
A1M AIC MINES LIMITED
Gold & Silver – Overnight Price: $0.32
Moelis rates ((A1M)) as Buy (1) –
AIC Mines reported discovery of new mineralised zones at Jericho and confirmation of existing zones at Eloise project in North Queensland.
Moelis notes the results are consistent with known mineralisation, supporting potential mine-life extensions. The broker believes there’s potential for larger resources/reserves and infrastructure is already in place to easily monetise new discoveries.
For patient investors, the stock is seen offering a steadily building strong copper business, in a sector with attractive fundamentals but for short-term investors, the broker sees limited catalysts until 2027.
Buy. Target unchanged at 40c.
This report was published on August 20, 2025.
Target price is $0.40 Current Price is $0.32 Difference: $0.08
If A1M meets the Moelis target it will return approximately 25% (excluding dividends, fees and charges).
Current consensus price target is $0.60, suggesting upside of 87.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 3.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.70.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 3.0, implying annual growth of 15.4%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 10.7.
Forecast for FY27:
Current consensus EPS estimate is 5.8, implying annual growth of 93.3%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 5.5.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AEL AMPLITUDE ENERGY LIMITED
Crude Oil – Overnight Price: $0.25
Canaccord Genuity rates ((AEL)) as Buy (1) –
Amplitude Energy’s FY25 underlying EBITDAX of $173m beat Canaccord Genuity’s forecast of $166m, but was in line with the consensus. Underlying net profit was in line with both.
FY26 production guidance of 69-74 TJ/day slightly missed the broker’s estimate but there’s upside risk from a potential increase in nameplate capacity which the company is seeking regulatory approval for.
Expense guidance and capex were lower than the broker’s forecast, indicating incremental improvement in FY26 EBITDAX.
Commentary concludes the East Coast Gas Supply project is progressing well, with first gas targeted in 2028. Buy. Target unchanged at 34c.
This report was published on August 20, 2025.
Target price is $0.34 Current Price is $0.25 Difference: $0.09
If AEL meets the Canaccord Genuity target it will return approximately 36% (excluding dividends, fees and charges).
Current consensus price target is $0.31, suggesting upside of 24.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 1.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.63.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1.8, 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 13.9.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 1.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.89.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 2.1, implying annual growth of 16.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 11.9.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
APA APA GROUP
Infrastructure & Utilities – Overnight Price: $8.77
Jarden rates ((APA)) as Overweight (2) –
Jarden notes APA Group has given up its ambition to become a major east cost transmission developer and will instead refocus on gas. The broker reckons the strategy will be welcomed by the market and is sensible in its view.
The FY25 underlying EBITDA met consensus and came at the top end of guidance. Reported net profit beat the broker’s estimate and consensus, while free cash flow was in line with the broker but 3% ahead of the consensus.
FY26 EBITDA guidance was in line with consensus, though the broker estimates it’s a 1% beat as consensus didn’t factor in recent sale of Networks business.
Overall the broker believes execution risk is reduced, cash flow remains strong, and medium-term EBITDA growth is underpinned by CPI pass-through, new contracts, and cost savings.
Overweight. Target lifted to $9.10 from $8.90 mainly on lower medium-term cost outlook.
This report was published on August 21, 2025.
Target price is $9.10 Current Price is $8.77 Difference: $0.33
If APA meets the Jarden target it will return approximately 4% (excluding dividends, fees and charges).
Current consensus price target is $8.37, suggesting downside of -4.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 58.00 cents and EPS of 19.10 cents.
At the last closing share price the estimated dividend yield is 6.61%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 45.92.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 22.0, implying annual growth of 188.0%.
Current consensus DPS estimate is 57.8, implying a prospective dividend yield of 6.6%.
Current consensus EPS estimate suggests the PER is 39.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 59.00 cents and EPS of 23.80 cents.
At the last closing share price the estimated dividend yield is 6.73%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 36.85.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 25.9, implying annual growth of 17.7%.
Current consensus DPS estimate is 59.0, implying a prospective dividend yield of 6.7%.
Current consensus EPS estimate suggests the PER is 33.9.
Market Sentiment: -0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ARB ARB CORPORATION LIMITED
Automobiles & Components – Overnight Price: $40.24
Canaccord Genuity rates ((ARB)) as Hold (3) –
ARB Corp’s FY25 sales met Canaccord Genuity’s forecast and the consensus but underlying profit before tax was -5% below expectations due to lower gross margin.
While there were positives in the result, including an acceleration in US sales growth and special dividend, the broker suggests caution. Growth will be positive but only in mid to high single digit, not enough to warrant elevated valuation.
US expansion remains the key driver but total addressable market and growth rates are likely to be more limited vs Australia, the broker highlights. EPS forecast for FY26 trimmed by -6.4% and FY27 by -6.3%.
Hold retained. Target price lifted to $35.60 from $34.70.
This report was published on August 19, 2025.
Target price is $35.60 Current Price is $40.24 Difference: minus $4.64 (current price is over target).
If ARB meets the Canaccord Genuity target it will return approximately minus 12% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $43.36, suggesting upside of 7.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 69.00 cents and EPS of 123.00 cents.
At the last closing share price the estimated dividend yield is 1.71%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 32.72.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 124.8, implying annual growth of 6.0%.
Current consensus DPS estimate is 71.7, implying a prospective dividend yield of 1.8%.
Current consensus EPS estimate suggests the PER is 32.2.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 78.00 cents and EPS of 138.00 cents.
At the last closing share price the estimated dividend yield is 1.94%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 29.16.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 142.8, implying annual growth of 14.4%.
Current consensus DPS estimate is 82.1, implying a prospective dividend yield of 2.0%.
Current consensus EPS estimate suggests the PER is 28.2.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BKT BLACK ROCK MINING LIMITED
New Battery Elements – Overnight Price: $0.03
Petra Capital rates ((BKT)) as Buy (1) –
Petra Capital notes Black Rock Mining’s Mahenge graphite project is shovel ready with all approvals and permits in place, debt funding and some equity from POSCO.
The project stands to benefit from US tariffs and as global market moves away from Chinese pricing. Graphite is an essential input in military drones and the project via POSCO is positioned as a secure supplier.
The broker revised valuation to account for higher debt funding which means lesser equity need, plus updated latest commodity and forex rates.
Target rises to 13c from 11c, with lower equity dilution the main driver. Buy maintained.
This report was published on August 20, 2025.
Target price is $0.13 Current Price is $0.03 Difference: $0.1
If BKT meets the Petra Capital target it will return approximately 333% (excluding dividends, fees and charges).
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BRG BREVILLE GROUP LIMITED
Household & Personal Products – Overnight Price: $35.13
Jarden rates ((BRG)) as Overweight (2) –
Jarden assesses Breville Group’s FY25 result as high-quality, reflecting a ‘beat’ on EBIT guidance, new product development, China direct launches and progress on relocating production.
The broker lifted FY26 EBIT forecast by 1% with upside risk on unwind in one-off cost of doing business, and top-line momentum from replacement cycle and new markets.
Overall, though FY26 EBIT is estimated to be -3% lower vs FY25 on tariff impacts, FY27 is expected to normalise with 15% EBIT growth expected.
The broker is forecasting FY26-29 EPS growth at 12% compounded annual rate. Overweight. Target unchanged at $31.
This report was published on August 20, 2025.
Target price is $31.00 Current Price is $35.13 Difference: minus $4.13 (current price is over target).
If BRG meets the Jarden target it will return approximately minus 12% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $35.84, suggesting upside of 2.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 35.00 cents and EPS of 91.60 cents.
At the last closing share price the estimated dividend yield is 1.00%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 38.35.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 93.9, implying annual growth of -0.6%.
Current consensus DPS estimate is 37.7, implying a prospective dividend yield of 1.1%.
Current consensus EPS estimate suggests the PER is 37.4.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 42.00 cents and EPS of 105.40 cents.
At the last closing share price the estimated dividend yield is 1.20%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 33.33.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 107.2, implying annual growth of 14.2%.
Current consensus DPS estimate is 43.3, implying a prospective dividend yield of 1.2%.
Current consensus EPS estimate suggests the PER is 32.8.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CDA CODAN LIMITED
Hardware & Equipment – Overnight Price: $28.34
Canaccord Genuity rates ((CDA)) as Buy (1) –
Codan’s FY25 result beat expectations on all metrics, highlights Canaccord Genuity. Underlying net profit grew 29% y/y, beating the broker’s forecast by 8%, and net debt was -26% lower than forecast.
Communications revenue growth was stronger than expected despite some order delays and FY26 guidance is for 15-10% growth.
The metal detection business is entering a “golden period” in the broker’s view, supported by gold price tailwinds and launch of four new products in FY26.
Overall, the broker believes the company is a high-margin growth business, leveraged to multiple structural tailwinds (gold, drones, defence, public safety) with M&A upside still to come.
Buy. Target lifted to $28.26 from $17.90.
This report was published on August 22, 2025.
Target price is $28.26 Current Price is $28.34 Difference: minus $0.08 (current price is over target).
If CDA meets the Canaccord Genuity target it will return approximately minus 0% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $21.10, suggesting downside of -25.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 37.00 cents and EPS of 77.50 cents.
At the last closing share price the estimated dividend yield is 1.31%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 36.57.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 69.6, implying annual growth of 21.9%.
Current consensus DPS estimate is 33.6, implying a prospective dividend yield of 1.2%.
Current consensus EPS estimate suggests the PER is 40.7.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 45.00 cents and EPS of 93.10 cents.
At the last closing share price the estimated dividend yield is 1.59%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 30.44.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 83.3, implying annual growth of 19.7%.
Current consensus DPS estimate is 41.7, implying a prospective dividend yield of 1.5%.
Current consensus EPS estimate suggests the PER is 34.0.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CWY CLEANAWAY WASTE MANAGEMENT LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $2.77
Jarden rates ((CWY)) as Buy (1) –
Cleanaway Waste Management’s FY25 underlying EBIT met consensus and midpoint of guidance, showing improved earnings momentum as EBIT grew17% y/y in 2H vs 12% in 1H.
The disappointment was in FY26 EBIT guidance of $470-500m range, with the broker highlighting the lower end indicated no organic EBIT growth in FY26. Net finance guidance was also $30m higher vs FY25.
Still, the broker is hopeful of upward revision to guidance as the year progresses, leaving its FY26 EBIT forecast unchanged at $491m. EPS forecast for FY26-27, however, downgraded on higher interest expenses.
Buy. Target unchanged at $3.20.
This report was published on August 21, 2025.
Target price is $3.20 Current Price is $2.77 Difference: $0.43
If CWY meets the Jarden target it will return approximately 16% (excluding dividends, fees and charges).
Current consensus price target is $3.18, suggesting upside of 14.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 7.40 cents and EPS of 10.90 cents.
At the last closing share price the estimated dividend yield is 2.67%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.41.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 10.6, implying annual growth of 50.8%.
Current consensus DPS estimate is 6.6, implying a prospective dividend yield of 2.4%.
Current consensus EPS estimate suggests the PER is 26.1.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 8.60 cents and EPS of 12.60 cents.
At the last closing share price the estimated dividend yield is 3.10%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.98.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 12.9, implying annual growth of 21.7%.
Current consensus DPS estimate is 8.5, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 21.5.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
DXS DEXUS
REITs – Overnight Price: $7.54
Jarden rates ((DXS)) as Underweight (4) –
Dexus’ FY25 result met expectations but FY26 guidance for flat AFFO growth was a disappointment, Jarden highlights, given office sentiment has improved over the past six months.
Additionally, the broker notes sector peers are pivoting back to growth. Office portfolio challenges remain, including pressure on returns from holding costs and fixed contracts.
Fund management is a drag too with performance feed guided -$5m lower in FY26 to $35m, -$3bn redemption queue and APAC litigation overhang (court case in Nov).
Target price rises to $7.25 from $7.10 on model roll-forward. Underweight retained.
This report was published on August 20, 2025.
Target price is $7.25 Current Price is $7.54 Difference: minus $0.29 (current price is over target).
If DXS meets the Jarden target it will return approximately minus 4% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $7.91, suggesting upside of 4.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 37.10 cents and EPS of 63.00 cents.
At the last closing share price the estimated dividend yield is 4.92%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.97.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 57.5, implying annual growth of 347.8%.
Current consensus DPS estimate is 37.3, implying a prospective dividend yield of 4.9%.
Current consensus EPS estimate suggests the PER is 13.1.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 37.60 cents and EPS of 63.20 cents.
At the last closing share price the estimated dividend yield is 4.99%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.93.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 55.7, implying annual growth of -3.1%.
Current consensus DPS estimate is 37.6, implying a prospective dividend yield of 5.0%.
Current consensus EPS estimate suggests the PER is 13.5.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
E25 ELEMENT 25 LIMITED
Mining – Overnight Price: $0.31
Petra Capital rates ((E25)) as Buy (1) –
Petra Capital notes Element 25 is accelerating its strategy to become a vertically integrated critical material supplier by expediting restart of its Butcherbird Manganese mine in WA.
Additionally, the company has advanced plans to build a High Purity Manganese Sulphate Monohydrate (HPMSM) refinery in Louisiana, US using manganese concentrate from Butcherbird. The project has already secured US$166m, DOE grant plus US$115m offtake agreements.
Buy. Target cut to $1.63 from $2.17 as the broker updates coverage after a long hiatus.
This report was published on August 20, 2025.
Target price is $1.63 Current Price is $0.31 Difference: $1.32
If E25 meets the Petra Capital target it will return approximately 426% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY25:
Petra Capital forecasts a full year FY25 dividend of 0.00 cents and EPS of minus 1.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 20.67.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 1.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 28.18.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
EHL EMECO HOLDINGS LIMITED
Mining Sector Contracting – Overnight Price: $1.05
Canaccord Genuity rates ((EHL)) as Buy (1) –
Canaccord Genuity believes Emeco Holdings’ FY25 result highlights its resilient business model despite weather impacts, with operating net profit and net debt beating its forecasts.
Operating EBITDA was a 1% beat vs the broker’s forecast on improved revenue mix, cost management, procurement savings, lower R&M costs and reduced overheads.
The broker sees potential for capital management after a likely debt refinance, with share buyback a likely option. Exit from underground contract mining is also a positive.
FY26 net profit lifted by 3% and FY27 by 12%.
Buy. Target rises to $1.23 from $1.13.
This report was published on August 21, 2025.
Target price is $1.23 Current Price is $1.05 Difference: $0.18
If EHL meets the Canaccord Genuity target it will return approximately 17% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 16.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.36.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 3.60 cents and EPS of 18.10 cents.
At the last closing share price the estimated dividend yield is 3.43%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 5.80.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((EHL)) as Overweight (2) –
Jarden views FY25 as a defining year for Emeco Holdings in terms of earnings stability, boosted by cost reduction, lower capital intensity and improving cash flow.
The broker expects these trends to support earnings ahead, though FY26 EBITDA growth is seen moderating to 3% from 7% in FY25. Rental performance was strong over FY25, especially in the 2H, making the broker confident about FY26 outlook.
FY25 underlying EBITDA of $301m was in line with guidance,
The broker lifted core EPS forecast for FY26 by 4% and by 5% for FY27.
Overweight. Target lifted to $1.05 from $1.00.
This report was published on August 21, 2025.
Target price is $1.05 Current Price is $1.05 Difference: $0
If EHL meets the Jarden target it will return approximately 0% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 16.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.33.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 17.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.10.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
GMD GENESIS MINERALS LIMITED
Gold & Silver – Overnight Price: $4.02
Canaccord Genuity rates ((GMD)) as Buy (1) –
Genesis Minerals’ FY25 EBITDA of $454m beat Canaccord Genuity’s forecast of $421m, and net profit also was ahead of expectations.
FY26 production guidance of 260-290koz was 28% higher vs FY25 at midpoint, and 5% above the broker’s forecast, though it included third party ore.
Cost guidance was higher, and so were growth and capex guidance as the company signalled accelerated strategy to secure ore sources ahead of potential plant expansions.
The broker lifted FY26 production forecast by 3% and cost by 16%. Exploration forecasts were also revised higher.
Buy. Target trimmed to $5.55 from $5.70.
This report was published on August 22, 2025.
Target price is $5.55 Current Price is $4.02 Difference: $1.53
If GMD meets the Canaccord Genuity target it will return approximately 38% (excluding dividends, fees and charges).
Current consensus price target is $4.63, suggesting upside of 15.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 36.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.17.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 31.4, implying annual growth of 54.9%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 12.8.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 44.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.14.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 29.9, implying annual growth of -4.8%.
Current consensus DPS estimate is 0.5, implying a prospective dividend yield of 0.1%.
Current consensus EPS estimate suggests the PER is 13.4.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
HUB HUB24 LIMITED
Wealth Management & Investments – Overnight Price: $109.34
Canaccord Genuity rates ((HUB)) as Hold (3) –
Canaccord Genuity highlights Hub24’s FY25 revenue and EBITDA marginally missed consensus but beat at the underlying net profit line.
Platform EBITA growth was the highlight, with EBITDA of $142.9m, up 39% y/y. Overall group margin rose to 39.9% from 36.1% in FY24.
The company reported a strong start to FY26, prompting the broker to lift platform net flows forecast by 6% for FY26 and by 14.5% for FY27. The FY26 estimate is now at the upper end of guidance and the FY27 estimate is at the upper half.
Hold. Target rises to $104.30 from $98.95.
This report was published on August 20, 2025.
Target price is $104.30 Current Price is $109.34 Difference: minus $5.04 (current price is over target).
If HUB meets the Canaccord Genuity target it will return approximately minus 5% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $104.59, suggesting downside of -4.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 79.00 cents and EPS of 141.00 cents.
At the last closing share price the estimated dividend yield is 0.72%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 77.55.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 152.7, implying annual growth of 55.6%.
Current consensus DPS estimate is 73.8, implying a prospective dividend yield of 0.7%.
Current consensus EPS estimate suggests the PER is 71.6.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 106.00 cents and EPS of 173.00 cents.
At the last closing share price the estimated dividend yield is 0.97%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 63.20.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 182.4, implying annual growth of 19.4%.
Current consensus DPS estimate is 89.8, implying a prospective dividend yield of 0.8%.
Current consensus EPS estimate suggests the PER is 59.9.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((HUB)) as Upgrade to Neutral from Underweight (3) –
Jarden highlights Hub24’s FY25 EPS of 117.8c beat consensus and its forecast by 4.4% due mainly to lower effective tax rate. Underlying EBITDA, however, missed both on softer revenues.
Revenue margins compressed more than expected, though there was some offset from lower cost growth vs revenue growth.
Update on FUA until Aug 14 was higher than expected, prompting the broker to upgrade flow estimates for FY26. Guidance for FY27 FUA was below the broker’s forecast and the consensus, but the broker sees it as conservative.
Target lifted to $97.00 from $84.50 reflecting earnings changes, higher multiples and higher outer year gearing assumption. Rating upgraded to Neutral from Underweight.
This report was published on August 20, 2025.
Target price is $97.00 Current Price is $109.34 Difference: minus $12.34 (current price is over target).
If HUB meets the Jarden target it will return approximately minus 11% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $104.59, suggesting downside of -4.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 73.30 cents and EPS of 154.30 cents.
At the last closing share price the estimated dividend yield is 0.67%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 70.86.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 152.7, implying annual growth of 55.6%.
Current consensus DPS estimate is 73.8, implying a prospective dividend yield of 0.7%.
Current consensus EPS estimate suggests the PER is 71.6.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 88.50 cents and EPS of 186.40 cents.
At the last closing share price the estimated dividend yield is 0.81%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 58.66.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 182.4, implying annual growth of 19.4%.
Current consensus DPS estimate is 89.8, implying a prospective dividend yield of 0.8%.
Current consensus EPS estimate suggests the PER is 59.9.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ILU ILUKA RESOURCES LIMITED
Mineral Sands – Overnight Price: $6.08
Canaccord Genuity rates ((ILU)) as Buy (1) –
Canaccord Genuity notes Iluka Resources’ 1H25 group EBITDA of $233m beat its $210m forecast and consensus of $238m. Net profit beat consensus but missed the broker’s forecast.
Net debt rose $115m to $502m but that included $481m Eneabba loan. The FY25 production guidance was unchanged at 495kt.
The company recently announced a binding term sheet for US$20m and offtake agreement with Lindian Resources ((LIN)). After incorporating this, the broker’s Ebeabba utilisation increases to 75% following ramp-up in 2027.
The Kangankunde project construction is underway with first production targeted for December quarter. FY27-30 EBITDA forecasts lifted by an average 10% on higher Eneabba production.
Buy. Target rises to $6.80 from $5.85.
This report was published on August 20, 2025.
Target price is $6.80 Current Price is $6.08 Difference: $0.72
If ILU meets the Canaccord Genuity target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $5.82, suggesting downside of -4.3%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 6.00 cents and EPS of 29.00 cents.
At the last closing share price the estimated dividend yield is 0.99%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.97.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 31.0, implying annual growth of -42.7%.
Current consensus DPS estimate is 5.8, implying a prospective dividend yield of 1.0%.
Current consensus EPS estimate suggests the PER is 19.6.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 8.00 cents and EPS of 32.00 cents.
At the last closing share price the estimated dividend yield is 1.32%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.00.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 20.5, implying annual growth of -33.9%.
Current consensus DPS estimate is 6.7, implying a prospective dividend yield of 1.1%.
Current consensus EPS estimate suggests the PER is 29.7.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
IPH IPH LIMITED
Legal – Overnight Price: $4.59
Canaccord Genuity rates ((IPH)) as Downgrade to Hold from Buy (3) –
Canaccord Genuity notes IPH Ltd’s FY25 underlying group EBITDA was in line with its forecast but a modest miss to consensus. Full-year dividend met expectations.
However, the outlook is not so positive with ongoing Australia/NZ patent filing share decline falling below 30% in FY25 and US filings remain weak.
The broker reckons competitive pressures are rising across Australia/NZ and Asia. FY26 EBITDA estimates trimmed by -5% to $216.9m and EPS forecast lowered by -6%.
Rating downgraded to Hold from Buy. Target trimmed to $4.95 from $5.75.
This report was published on August 22, 2025.
Target price is $4.95 Current Price is $4.59 Difference: $0.36
If IPH meets the Canaccord Genuity target it will return approximately 8% (excluding dividends, fees and charges).
Current consensus price target is $6.23, suggesting upside of 35.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 37.00 cents and EPS of 48.00 cents.
At the last closing share price the estimated dividend yield is 8.06%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.56.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 49.4, implying annual growth of 91.1%.
Current consensus DPS estimate is 37.8, implying a prospective dividend yield of 8.2%.
Current consensus EPS estimate suggests the PER is 9.3.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 40.00 cents and EPS of 48.00 cents.
At the last closing share price the estimated dividend yield is 8.71%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.56.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 50.2, implying annual growth of 1.6%.
Current consensus DPS estimate is 38.3, implying a prospective dividend yield of 8.3%.
Current consensus EPS estimate suggests the PER is 9.1.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
JHX JAMES HARDIE INDUSTRIES PLC
Building Products & Services – Overnight Price: $30.50
Jarden rates ((JHX)) as Overweight (2) –
James Hardie Industries’ 1Q25 sales of US$900m missed consensus by -8%, and adjusted EBITDA margin fell -370bps to 25.1%. Jarden notes the revised FY26 guidance suggests -20% downgrade to consensus adjusted EBITDA forecasts.
The major surprise for the broker was channel destocking with the pace sharper than seen before by the broker. Volume decline reflects the company’s overweight exposure to US Sunbelt market and single-family housing starts, which are very weak currently.
The broker believe the Azek deal is unlikely to be EPS accretive in its first full year — FY27. Balance sheet is a priority with current leverage at 3.5x vs less than 2% target within two years of Azek acquisition.
Overweight. Target cut to $38 from $44.
This report was published on August 21, 2025.
Target price is $38.00 Current Price is $30.50 Difference: $7.5
If JHX meets the Jarden target it will return approximately 25% (excluding dividends, fees and charges).
Current consensus price target is $35.83, suggesting upside of 17.5%(ex-dividends)
The company’s fiscal year ends in March.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 119.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.48.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 125.1, 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 24.4.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 198.05 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.40.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 167.8, implying annual growth of 34.1%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 18.2.
This company reports in USD. 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
LRK LARK DISTILLING CO. LIMITED
Food, Beverages & Tobacco – Overnight Price: $0.78
Canaccord Genuity rates ((LRK)) as Speculative Buy (1) –
Canaccord Genuity assesses Lark Distilling Co’s FY25 result as solid with net sales growth of 12%, and operating EBITDA and profit before tax beating its forecasts.
The company announced major global brand relaunch, with modernised design, packaging, premiumisation, shift to 700ml bottles (removing purchase barrier) and a broader channel architecture.
The initial rollout will be to Asia in 1H26, domestic/GTR (global travel retail) in 2H26, and coordinated global consumer launch in April 2026. Sales growth is expected to accelerate through FY26 and double by FY28.
FY26 EBITDA forecast is largely unchanged but FY27 lowered on brand launch timing and costs.
Speculative Buy. Target trimmed to $1.34 from $1.50.
This report was published on August 22, 2025.
Target price is $1.34 Current Price is $0.78 Difference: $0.56
If LRK meets the Canaccord Genuity target it will return approximately 72% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 6.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 13.00.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 4.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 19.50.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MAH MACMAHON HOLDINGS LIMITED
Mining Sector Contracting – Overnight Price: $0.43
Canaccord Genuity rates ((MAH)) as Buy (1) –
Canaccord Genuity describes Macmahon Holdings’ FY25 result as a solid set of numbers, with EBITDA beating its forecast by 3%. The broker notes underlying net profit recorded 15% growth and expects FY26 to grow over 20%.
The company guided to FY26 revenue of $2.6-2.8bn, which was higher than the broker’s estimate, as was EBITA. Tender pipeline remains at $24bn, with $2.1bn already secured for FY26.
The broker reckons contract wins, earnings growth, and FCF generation are well supported by both macro backdrop and internal improvements.
FY26 EPS rises by 3% and FY27 by 10%. Buy. Target lifted to 49c from 37c.
This report was published on August 19, 2025.
Target price is $0.49 Current Price is $0.43 Difference: $0.06
If MAH meets the Canaccord Genuity target it will return approximately 14% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 1.90 cents and EPS of 5.30 cents.
At the last closing share price the estimated dividend yield is 4.42%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.11.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 2.20 cents and EPS of 5.70 cents.
At the last closing share price the estimated dividend yield is 5.12%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.54.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Petra Capital rates ((MAH)) as Buy (1) –
Macmahon Holdings delivered a strong FY25 result, Petra Capital observes, as double-digit revenue growth and 15bps increase in underlying EBITA margins meant earnings met its forecasts.
Moreover, the company’s FY26 guidance for revenue and EBITA were ahead of the broker’s forecasts, leading to an upgrade to the FY26 EBITA forecast.
Petra Capital highlights the company has consistently delivered on guidance and has a more diverse revenue base now, with pipeline growth supporting medium-term trajectory.
Buy. Target lifted to 49c from 41c.
This report was published on August 20, 2025.
Target price is $0.49 Current Price is $0.43 Difference: $0.06
If MAH meets the Petra Capital target it will return approximately 14% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 2.00 cents and EPS of 5.10 cents.
At the last closing share price the estimated dividend yield is 4.65%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.43.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 2.50 cents and EPS of 6.10 cents.
At the last closing share price the estimated dividend yield is 5.81%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.05.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MP1 MEGAPORT LIMITED
Cloud services – Overnight Price: $14.20
Canaccord Genuity rates ((MP1)) as Buy (1) –
Canaccord Genuity notes Megaport’s FY26 guidance was viewed as disappointing but that changed after the CEO unveiled high-conviction long-term growth strategy.
FY26 is expected to be a final year of reset before growth acceleration from FY27 from fast-growing demand for connectivity/networking.
New products are expected to expand the total addressable market, improving net revenue retention.The company’s annual recurring revenue goal is for over $1bn in 7 years from $244m in FY25.
The broker lifted FY26 revenue growth by 4% but underlying EBITDA by -33% on higher opex.
Buy. Target rises to $16.75 from $12.60 on valuation changes.
This report was published on August 22, 2025.
Target price is $16.75 Current Price is $14.20 Difference: $2.55
If MP1 meets the Canaccord Genuity target it will return approximately 18% (excluding dividends, fees and charges).
Current consensus price target is $14.59, suggesting upside of 2.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 4.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 330.23.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -2.2, 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 N/A.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 10.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 130.28.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 2.0, 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 710.0.
Market Sentiment: 0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NST NORTHERN STAR RESOURCES LIMITED
Gold & Silver – Overnight Price: $18.06
Canaccord Genuity rates ((NST)) as Buy (1) –
Northern Star Resources’ FY25 underlying EBITDA of $3.5bn met Canaccord Genuity’s forecast, and cash earnings of $2.9bn was also in line with guidance and the broker’s forecast.
The company guided to FY26 sales of 1.70-1.80Moz at cost of $2,300-2,700/oz, prompting the broker to lower sales forecast by -1% to 1.74Moz and lift cost forecast by 1% to $2,501/oz.
Buy. Target rises to $24.40 from $24.10.
This report was published on August 21, 2025.
Target price is $24.40 Current Price is $18.06 Difference: $6.34
If NST meets the Canaccord Genuity target it will return approximately 35% (excluding dividends, fees and charges).
Current consensus price target is $20.28, suggesting upside of 12.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 36.00 cents and EPS of 128.00 cents.
At the last closing share price the estimated dividend yield is 1.99%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.11.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 121.3, implying annual growth of 7.7%.
Current consensus DPS estimate is 42.0, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 14.9.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 48.00 cents and EPS of 184.00 cents.
At the last closing share price the estimated dividend yield is 2.66%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.82.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 98.0, implying annual growth of -19.2%.
Current consensus DPS estimate is 39.3, implying a prospective dividend yield of 2.2%.
Current consensus EPS estimate suggests the PER is 18.4.
Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NUZ NEURIZON THERAPEUTICS LIMITED
Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $0.16
Petra Capital rates ((NUZ)) as Buy (1) –
Petra Capital notes the final data from NUZ-001 OLE study results for Amyotrophic Lateral Sclerosis (ALS) showed it is safe and well tolerated, and reduces risk of death by -76.7%.
The broker highlights there is strong preliminary evidence for the drug to be a disease-modifying therapy for ALS, supporting advancement into the pivotal HEALEY ALS platform trial.
A key overhang on the stock is the clinical hold by the FDA, and the broker expects removal on Oct 3.
Buy. Target unchanged at 50c.
This report was published on August 20, 2025.
Target price is $0.50 Current Price is $0.16 Difference: $0.34
If NUZ meets the Petra Capital target it will return approximately 212% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY25:
Petra Capital forecasts a full year FY25 dividend of 0.00 cents and EPS of minus 3.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 4.44.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 3.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 4.71.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NWL NETWEALTH GROUP LIMITED
Wealth Management & Investments – Overnight Price: $36.22
Canaccord Genuity rates ((NWL)) as Hold (3) –
Netwealth Group’s FY25 EBITDA missed consensus by -1.5% but net profit was in line. Canaccord Genuity notes cost growth was higher due to investments into growth initiatives, but 27% of revenue growth still resulted in a 31% EBITDA increase.
The broker lifted FY26 revenue forecast by 0.6% and FY27 by 2.9% on higher cash transaction account as a proportion of funds under administration, higher cash margin and other fees.
Expense forecast was also lifted in line with the company’s guidance, resulting in a -3.1% cut to FY26 EBITDA and -1.4% cut to FY27.
Hold. Target rises to $36.25 from $35.50.
This report was published on August 21, 2025.
Target price is $36.25 Current Price is $36.22 Difference: $0.03
If NWL meets the Canaccord Genuity target it will return approximately 0% (excluding dividends, fees and charges).
Current consensus price target is $33.11, suggesting downside of -8.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 42.00 cents and EPS of 55.70 cents.
At the last closing share price the estimated dividend yield is 1.16%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 65.03.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 54.7, implying annual growth of 14.8%.
Current consensus DPS estimate is 44.4, implying a prospective dividend yield of 1.2%.
Current consensus EPS estimate suggests the PER is 66.2.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 52.50 cents and EPS of 65.50 cents.
At the last closing share price the estimated dividend yield is 1.45%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 55.30.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 64.9, implying annual growth of 18.6%.
Current consensus DPS estimate is 52.5, implying a prospective dividend yield of 1.4%.
Current consensus EPS estimate suggests the PER is 55.8.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RGN REGION GROUP
REITs – Overnight Price: $2.45
Moelis rates ((RGN)) as Buy (1) –
Region Group’s FY25 Funds from Operations (FFO) and Adjusted Funds from Operations (AFFO) met Moelis’ forecasts but the FY26 guidance for both were slightly below.
The broker reckons tenant performance was relatively robust, with comparable moving annual turnover growing 3.1%, despite pressure on the consumers.
Incentives on new leases rose to 11.2 months, but there was an improvement in the 2H.
Little changes to forecasts. Buy. Target rises to $2.63 from $2.54.
This report was published on August 20, 2025.
Target price is $2.63 Current Price is $2.45 Difference: $0.18
If RGN meets the Moelis target it will return approximately 7% (excluding dividends, fees and charges).
Current consensus price target is $2.37, suggesting downside of -3.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 14.00 cents and EPS of 15.90 cents.
At the last closing share price the estimated dividend yield is 5.71%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.41.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 16.0, implying annual growth of -12.5%.
Current consensus DPS estimate is 14.2, implying a prospective dividend yield of 5.8%.
Current consensus EPS estimate suggests the PER is 15.3.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 15.00 cents and EPS of 16.90 cents.
At the last closing share price the estimated dividend yield is 6.12%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.50.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 16.8, implying annual growth of 5.0%.
Current consensus DPS estimate is 15.0, implying a prospective dividend yield of 6.1%.
Current consensus EPS estimate suggests the PER is 14.6.
Market Sentiment: 0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SEK SEEK LIMITED
Jobs & Skilled Labour Services – Overnight Price: $28.18
Jarden rates ((SEK)) as Buy (1) –
The highlight of Seek’s FY25 result for Jarden was the acceleration in Australia/NZ yield growth to 16% in 2H from 10% in 1H, and that it was weighted to 4Q.
This was due to strong demand for the “Advanced” ad product launched in April and comprised 15% of July job ads.
Overall, FY25 result was broadly in line with expectations but the FY26 guidance for low-single digit yield growth for Australia/NZ is conservative in the broker’s view.
Asia freemium transition is tracking ahead of expectations, prompting the broker to upgrade FY26 Asia revenue growth forecast to 5% from -2%.
EPS forecast for FY26 upgraded by 5.1%. Buy. Target rises to $30 from $29.
This report was published on August 20, 2025.
Target price is $30.00 Current Price is $28.18 Difference: $1.82
If SEK meets the Jarden target it will return approximately 6% (excluding dividends, fees and charges).
Current consensus price target is $31.09, suggesting upside of 10.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 54.60 cents and EPS of 57.20 cents.
At the last closing share price the estimated dividend yield is 1.94%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 49.27.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 59.7, implying annual growth of -13.1%.
Current consensus DPS estimate is 54.0, implying a prospective dividend yield of 1.9%.
Current consensus EPS estimate suggests the PER is 47.2.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 71.60 cents and EPS of 75.00 cents.
At the last closing share price the estimated dividend yield is 2.54%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 37.57.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 77.5, implying annual growth of 29.8%.
Current consensus DPS estimate is 66.0, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 36.4.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SGP STOCKLAND
Infra & Property Developers – Overnight Price: $6.40
Jarden rates ((SGP)) as Overweight (2) –
Stockland’s FY25 funds from operations beat Jarden’s forecast by 1% and the consensus by 1.5%, with the broker believing the developer is well-positioned for accelerating earnings growth.
FY26 guidance for large residential settlements is 7,500-8,500 and at the midpoint it’s around 200 higher than the broker’s 7,800 estimate.
Logistic pipeline has expanded to $10bn from organic growth and partnerships, with $162m incremental spend projected for FY26 for EV of $316m.
Rising capex is a concern, but the broker reckons there’s ample debt capacity, expanding pool of JV partners, ongoing recycling opportunities and improving cost of equity.
FY26 EPS forecast raised by 0.6% and FY27 by 1.2%. Overweight. Target lifted to $6.80 from $6.35.
This report was published on August 20, 2025.
Target price is $6.80 Current Price is $6.40 Difference: $0.4
If SGP meets the Jarden target it will return approximately 6% (excluding dividends, fees and charges).
Current consensus price target is $6.09, suggesting downside of -4.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 25.20 cents and EPS of 36.50 cents.
At the last closing share price the estimated dividend yield is 3.94%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.53.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 36.6, implying annual growth of 5.7%.
Current consensus DPS estimate is 26.1, implying a prospective dividend yield of 4.1%.
Current consensus EPS estimate suggests the PER is 17.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 27.60 cents and EPS of 40.00 cents.
At the last closing share price the estimated dividend yield is 4.31%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.00.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 40.3, implying annual growth of 10.1%.
Current consensus DPS estimate is 26.1, implying a prospective dividend yield of 4.1%.
Current consensus EPS estimate suggests the PER is 15.9.
Market Sentiment: 0.4
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: $4.31
Moelis rates ((SHA)) as Buy (1) –
Moelis highlights Shape Australia’s FY25 result was all about margin improvement, with both EBITDA and net profit margin beating its forecasts. The improvement was due to increase in high-margin modular project wins and the non-office sectors.
Backlogs were also skewed towards higher margin work and the company also secured pre-construction fee engagements that have greater probability of being converted to projects.
FY26 EPS forecast upgraded by 9% and FY27 by 10%.
Buy. Target price $5.13 (was $4.67 on June 23).
This report was published on August 20, 2025.
Target price is $5.13 Current Price is $4.31 Difference: $0.82
If SHA meets the Moelis target it will return approximately 19% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 24.10 cents and EPS of 27.60 cents.
At the last closing share price the estimated dividend yield is 5.59%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.62.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 25.00 cents and EPS of 29.10 cents.
At the last closing share price the estimated dividend yield is 5.80%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.81.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SLC SUPERLOOP LIMITED
Telecommunication – Overnight Price: $2.96
Canaccord Genuity rates ((SLC)) as Buy (1) –
Canaccord Genuity assesses Superloop’s FY25 result as impressive and is optimistic about future growth and cash flow. FY25 EBITDA grew 70%, beating the broker’s forecast by 1% and was slightly above guidance.
Consumer segment subscriber growth slowed in 2H vs 1H due to price rises and marketing timing, but has re-accelerated into FY26. Wholesale earnings growth missed the broker’s forecast but this was partly due to Origin Energy ((ORG)) contract accounting.
The highlight was 100% gross margin growth in 2H vs 1H, and the broker sees scope for further margin gains in FY26. FY26 subscriber growth is also tracking ahead of expectations with 17k added until August 18.
No guidance was expected and provided, but the broker is forecasting FY26 net cash balance of $97m which could support M&A.
Buy. Target unchanged at $3.74.
This report was published on August 20, 2025.
Target price is $3.74 Current Price is $2.96 Difference: $0.78
If SLC meets the Canaccord Genuity target it will return approximately 26% (excluding dividends, fees and charges).
Current consensus price target is $3.64, suggesting upside of 23.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 5.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 56.92.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 6.7, implying annual growth of 2691.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 44.2.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 8.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 34.82.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 8.5, implying annual growth of 26.9%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 34.8.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((SLC)) as Overweight (2) –
Jarden describes Superloop’s FY25 result as strong, with underlying EBITDA up 70% at $92.2m at a 16.9% margin, reflecting solid evidence of cost discipline and operating leverage.
The broker notes net subscriber additions in the consumer segment softened in 2H25 due to early NBN price rises but expects growth to re-accelerate in FY26 supported by NBN speed bestowal and NBN Fibre Connect. Trading update so far in FY26 was strong.
The wholesale segment missed expectations but the broker attributes this mainly to accounting treatment of the Origin Energy ((ORG)) contract, and has adjusted it for the period ahead.
FY26 underlying EBITDA forecast upgraded to $117m from $115m. EPS forecasts, however, saw some downgrades on higher share count and elevated D&A profile from FY27.
Overweight. Target lifted to $3.20 from $3.10.
This report was published on August 21, 2025.
Target price is $3.20 Current Price is $2.96 Difference: $0.24
If SLC meets the Jarden target it will return approximately 8% (excluding dividends, fees and charges).
Current consensus price target is $3.64, suggesting upside of 23.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 9.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 31.83.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 6.7, implying annual growth of 2691.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 44.2.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 12.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.67.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 8.5, implying annual growth of 26.9%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 34.8.
Market Sentiment: 0.9
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: $2.34
Jarden rates ((SPK)) as Overweight (2) –
Spark New Zealand’s FY25 result met Jarden’s expectations, and FY26 EBITDA guidance was marginally higher at midpoint, prompting an upgrade to NZ$1.05bn, within the NZ$1.01-1.07bn range.
The highlight was the introduction of SPK-30 strategy to be detailed at the investor day on Sep 11.
Commentary suggests the initial announcement suggests the company may be open to moving beyond simplification and optimisation in IT to potential exits.
The broker hopes to see more details on investment allocation into core telco, more transparency on cloud, potential IT exits, and balance sheet initiatives.
Overweight. Target trimmed to NZ$2.82 from NZ$2.90 on higher starting debt and more near-term capex.
This report was published on August 20, 2025.
Current Price is $2.34. 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 15.53 cents and EPS of 11.32 cents.
At the last closing share price the estimated dividend yield is 6.63%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.66.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 12.3, implying annual growth of N/A.
Current consensus DPS estimate is 14.9, implying a prospective dividend yield of 6.4%.
Current consensus EPS estimate suggests the PER is 19.0.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 16.44 cents and EPS of 13.97 cents.
At the last closing share price the estimated dividend yield is 7.02%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.75.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 13.5, implying annual growth of 9.8%.
Current consensus DPS estimate is 15.6, implying a prospective dividend yield of 6.7%.
Current consensus EPS estimate suggests the PER is 17.3.
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
SPZ SMART PARKING LIMITED
Hardware & Equipment – Overnight Price: $0.90
Canaccord Genuity rates ((SPZ)) as Buy (1) –
Smart Parking’s FY25 revenue of $77m beat Canaccord Genuity’s forecast of $69m on strong contribution from the UK region, including debt recovery, four-month Peak Parking contribution and accounting changes. Gross profit beat by 16%.
Trading update pointed to a strong July, with revenue rising 73% to $10m, and after seasonal adjustment the FY26 revenue works out to $110m, which is the broker’s revised forecast.
The company is on track to exceed its 3,000 sites target by December 2028 (excluding US), with FY26 pipeline strong across UK, Germany, New Zealand, Denmark and Switzerland.
FY26 EBITDA forecast lifted by 23% and FY27 by 18%.
Buy. Target rises to $1.30 from $1.25.
This report was published on August 20, 2025.
Target price is $1.30 Current Price is $0.90 Difference: $0.4
If SPZ meets the Canaccord Genuity target it will return approximately 44% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity 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 20.00.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 5.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.98.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SSM SERVICE STREAM LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $2.14
Canaccord Genuity rates ((SSM)) as Buy (1) –
Canaccord Genuity assesses Service Stream’s FY25 result as strong with revenue and underlying EBITDA meeting its forecast, and supported by improved profitability across all units.
Utilities business margin improved to 4.5% and the broker expects it to a key FY26 earnings driver with a $30bn total addressable market.
The company finished FY25 with record $7.6bn work in hand, of which $3.3bn was in highest-margin telecommunications business.
Modest revisions to forecasts. Buy. Target rises to $2.32 from $2.25.
This report was published on August 21, 2025.
Target price is $2.32 Current Price is $2.14 Difference: $0.18
If SSM meets the Canaccord Genuity target it will return approximately 8% (excluding dividends, fees and charges).
Current consensus price target is $2.41, suggesting upside of 12.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 6.50 cents and EPS of 11.70 cents.
At the last closing share price the estimated dividend yield is 3.04%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.29.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.9, implying annual growth of 23.2%.
Current consensus DPS estimate is 6.2, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 18.0.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 7.50 cents and EPS of 12.70 cents.
At the last closing share price the estimated dividend yield is 3.50%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.85.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 13.0, implying annual growth of 9.2%.
Current consensus DPS estimate is 6.7, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 16.5.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
TLC LOTTERY CORPORATION LIMITED
Gaming – Overnight Price: $5.86
Jarden rates ((TLC)) as Neutral (3) –
Jarden described Lottery Corp’s FY25 result as a good quality, clean result, with digital penetration up 90bps to 41.8% and ahead of its expectations.
The result showed opex was flat in 2H vs 1H, reflecting good cost management and strong Keno retail performance.
The highlight was Powerball price rise brought forward to November this year from May 2026, which is expected to lift annual turnover by 3-4%.
EPS forecasts lifted by an average 3.5% over FY26-30. Neutral. Target rises to $5.65 from $5.30.
This report was published on August 20, 2025.
Target price is $5.65 Current Price is $5.86 Difference: minus $0.21 (current price is over target).
If TLC meets the Jarden target it will return approximately minus 4% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $5.81, suggesting downside of -0.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 17.00 cents and EPS of 19.30 cents.
At the last closing share price the estimated dividend yield is 2.90%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 30.36.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 18.6, implying annual growth of 13.2%.
Current consensus DPS estimate is 18.4, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 31.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 19.50 cents and EPS of 21.60 cents.
At the last closing share price the estimated dividend yield is 3.33%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 27.13.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 20.5, implying annual growth of 10.2%.
Current consensus DPS estimate is 20.5, implying a prospective dividend yield of 3.5%.
Current consensus EPS estimate suggests the PER is 28.6.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
VAU VAULT MINERALS LIMITED
Gold & Silver – Overnight Price: $0.50
Canaccord Genuity rates ((VAU)) as Buy (1) –
Canaccord Genuity notes Vault Minerals’ FY25 revenue was in line with consensus but above its own forecast. Net profit missed due to higher tax and depreciation.
No dividend was expected but the company announced an on-market buyback of up to 10% over the next 12 months.
FY26 guidance is expected this quarter, and the broker is forecasting 354koz at cost of $2,608/oz vs consensus of 367koz at cost of $2,602/oz.
Buy. Target unchanged at 75c.
This report was published on August 21, 2025.
Target price is $0.75 Current Price is $0.50 Difference: $0.25
If VAU meets the Canaccord Genuity target it will return approximately 50% (excluding dividends, fees and charges).
Current consensus price target is $0.60, suggesting upside of 20.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 6.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.33.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 4.4, implying annual growth of 26.4%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 11.4.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 8.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.25.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 5.2, implying annual growth of 18.2%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 9.6.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
VCX VICINITY CENTRES
REITs – Overnight Price: $2.61
Jarden rates ((VCX)) as Overweight (2) –
Vicinity Centres’ FY25 group EBIT missed Jarden and consensus forecasts, but FFO/share beat both. The broker highlights strong operating metrics with sales growth, contractual increases and balance sheet capacity.
Retail performance was strong over the final two months of FY25 and carried over to FY26. Contractual rental increases were robust at 4.8% and expected to remain steady.
Leasing for new projects is progressing well, with focus on “premiumification” of portfolio making medium-term development portfolio strong. The broker also sees market conditions supportive of recycling into new acquisitions and developments.
FY26 FFO forecast lifted by 0.1% but FY27 cut by -1.7%, reflecting leasing momentum and impact from development activity.
Overweight. Target price $2.85.
This report was published on August 20, 2025.
Target price is $2.85 Current Price is $2.61 Difference: $0.24
If VCX meets the Jarden target it will return approximately 9% (excluding dividends, fees and charges).
Current consensus price target is $2.42, suggesting downside of -7.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 12.60 cents and EPS of 15.20 cents.
At the last closing share price the estimated dividend yield is 4.83%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.17.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 15.1, implying annual growth of -31.5%.
Current consensus DPS estimate is 12.7, implying a prospective dividend yield of 4.9%.
Current consensus EPS estimate suggests the PER is 17.3.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 13.50 cents and EPS of 16.20 cents.
At the last closing share price the estimated dividend yield is 5.17%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.11.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 16.2, implying annual growth of 7.3%.
Current consensus DPS estimate is 13.6, implying a prospective dividend yield of 5.2%.
Current consensus EPS estimate suggests the PER is 16.1.
Market Sentiment: -0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
XRF XRF SCIENTIFIC LIMITED
Mining Sector Contracting – Overnight Price: $2.23
Canaccord Genuity rates ((XRF)) as Buy (1) –
The highlight of XRF Scientific’s FY25 result for Canaccord Genuity was the large q/q lift implied in the 4Q numbers, suggesting potential acceleration in top-line growth.
FY25 revenue was slightly lower than the broker’s forecast but net profit was in line, and operating cash flow improved to $10.1m.
The broker reckons a combination of strong organic drivers and M&A optionality underpins confidence in the company’s growth trajectory.
Buy. Target lifted to $2.26 from $2.22.
This report was published on August 19, 2025.
Target price is $2.26 Current Price is $2.23 Difference: $0.03
If XRF meets the Canaccord Genuity target it will return approximately 1% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 5.00 cents and EPS of 8.30 cents.
At the last closing share price the estimated dividend yield is 2.24%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 26.87.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 5.60 cents and EPS of 9.30 cents.
At the last closing share price the estimated dividend yield is 2.51%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 23.98.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Disclaimer:
The content of this information does in no way reflect the opinions of FNArena, or of its journalists. In fact we don’t have any opinion about the stock market, its value, future direction or individual shares. FNArena solely reports about what the main experts in the market note, believe and comment on. By doing so we believe we provide experienced, intelligent investors with a valuable tool that helps them in making up their own minds, reading market trends and getting a feel for what is happening beneath the surface.
This document is provided for informational purposes only. It does not constitute an offer to sell or a solicitation to buy any security or other financial instrument. FNArena employs very experienced journalists who base their work on information believed to be reliable and accurate, though no guarantee is given that the daily report is accurate or complete. Investors should contact their personal adviser before making any investment decision.
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