Daily Market Reports | Nov 12 2025
This story features AURA ENERGY LIMITED, and other companies.
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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)
AEE AMC APE AUE BMN BPT CEH COV CSL HRZ LNW (2) LOT M7T NDO NEU NXG OMA QAN WDS
AEE AURA ENERGY LIMITED
Energy – Overnight Price: $0.20
Petra Capital rates ((AEE)) as Buy (1) –
Petra Capital retains a Buy rating and 38c target and sees Aura Energy as the preferred uranium exploration exposure on the ASX.
The analyst anticipates an increase in the resource at Tiris to boost the project’s output as well as upside potential to scale in Mauritania.
Short term, the departure of the CEO is flagged to weigh on the stock.
This report was published on November 6, 2025.
Target price is $0.38 Current Price is $0.20 Difference: $0.18
If AEE meets the Petra Capital target it will return approximately 90% (excluding dividends, fees and charges).
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AMC AMCOR PLC
Paper & Packaging – Overnight Price: $12.94
Jarden rates ((AMC)) as Overweight (2) –
Jarden reinstates coverage on Amcor with an Overweight rating following improved financial disclosure post the Berry Global Group acquisition.
September quarter FY26 core EPS of US18c delivered at the midpoint of guidance, helping restore investor confidence, suggests the broker.
The analysts highlight softer group volumes but stronger cost control and synergy benefits that supported earnings, with full-year EPS guidance maintained at US80-83c. Jarden expects earnings skewed to the second half as cost savings offset weaker volumes.
While leverage is expected to peak in 1H26, stronger free cash flow and asset sales are expected to aid deleveraging.
Jarden resumes with $15.90 target.
This report was published on November 6, 2025.
Target price is $15.90 Current Price is $12.94 Difference: $2.96
If AMC meets the Jarden target it will return approximately 23% (excluding dividends, fees and charges).
Current consensus price target is $16.41, suggesting upside of 26.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 80.04 cents and EPS of 124.88 cents.
At the last closing share price the estimated dividend yield is 6.19%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.36.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 123.8, implying annual growth of N/A.
Current consensus DPS estimate is 79.3, implying a prospective dividend yield of 6.1%.
Current consensus EPS estimate suggests the PER is 10.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 83.62 cents and EPS of 134.07 cents.
At the last closing share price the estimated dividend yield is 6.46%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.65.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 139.1, implying annual growth of 12.4%.
Current consensus DPS estimate is 81.2, implying a prospective dividend yield of 6.3%.
Current consensus EPS estimate suggests the PER is 9.3.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.8
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: $31.59
Canaccord Genuity rates ((APE)) as Buy (1) –
October new vehicle sales rose 0.7%, with industry volumes remaining stronger than expected by Canaccord Genuity, despite cycling record 2024 levels.
The broker believes full-year 2025 is on track to marginally set a new record, providing a solid backdrop for Eagers Automotive’s FY25 performance.
While the monthly VFACTS data are less relevant for the company following the CanadaOne Auto acquisition, note the analysts, strong industry volumes should support margins by reducing discounting pressure.
VFACTS stands for Vehicle Facts, a monthly report published by the Federal Chamber of Automotive Industries (FCAI) in Australia.
Unchanged $33.60 target and Buy rating.
This report was published on November 6, 2025.
Target price is $33.60 Current Price is $31.59 Difference: $2.01
If APE meets the Canaccord Genuity target it will return approximately 6% (excluding dividends, fees and charges).
Current consensus price target is $31.76, suggesting upside of 0.5%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 76.00 cents and EPS of 104.80 cents.
At the last closing share price the estimated dividend yield is 2.41%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 30.14.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 100.3, implying annual growth of 27.8%.
Current consensus DPS estimate is 74.1, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 31.5.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 95.00 cents and EPS of 140.70 cents.
At the last closing share price the estimated dividend yield is 3.01%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 22.45.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 123.2, implying annual growth of 22.8%.
Current consensus DPS estimate is 82.9, implying a prospective dividend yield of 2.6%.
Current consensus EPS estimate suggests the PER is 25.6.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AUE AURUM RESOURCES LIMITED
Gold & Silver – Overnight Price: $0.54
Petra Capital rates ((AUE)) as Buy (1) –
Petra Capital observes new high-grade drilling results at Aurum Resources’ Boundiali BDT2 deposit, including 18m at 3.9g/t gold from 198m, confirm additional high-grade shoots outside the 2.41moz resource.
The broker notes ongoing exploration success at both Boundiali and Napie, supported by 12 active diamond rigs advancing resource upgrades and a Boundiali pre-feasibility study (PFS) due March 2026.
Petra Capital’s valuation assumes an 11-year mine life producing 107kozpa at a cost (AISC) of -US$1,196/oz from late 2029.
With no debt, solid cash reserves, and strong strategic holders, Petra Capital maintains a Buy rating and raises its target to $1.40 from 93c.
This report was published on November 10, 2025.
Target price is $1.40 Current Price is $0.54 Difference: $0.86
If AUE meets the Petra Capital target it will return approximately 159% (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 0.00 cents and EPS of minus 1.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 38.57.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 2.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 20.00.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BMN BANNERMAN ENERGY LIMITED
Uranium – Overnight Price: $3.28
Petra Capital rates ((BMN)) as Buy (1) –
Bannerman Energy’s Etango project, a large greenfield development in Namibia, is a leading holding in all three major uranium ETF products.
The developer has cash and liquid assets of around $112m, with $49.2m committed to early works as at the end of the September quarter, and $31.5m in early works completed.
A final investment decision is dependent on higher U308 prices and has been moved forward to 1H2026 from 2H2025.
Buy. Target price $5.30.
This report was published on November 6, 2025.
Target price is $5.30 Current Price is $3.28 Difference: $2.02
If BMN meets the Petra Capital target it will return approximately 62% (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 0.00 cents and EPS of 17.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.32.
Forecast for FY27:
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BPT BEACH ENERGY LIMITED
Crude Oil – Overnight Price: $1.27
Jarden rates ((BPT)) as Underweight (4) –
Beach Energy’s Waitsia project has reached Ready For Start Up (RFSU), with first gas sales due within weeks, highlights Jarden.
The broker views the milestone as positive but expects full confidence only after the 250TJ/day facility demonstrates reliable performance at sustained output.
It’s felt Waitsia should deliver strong free cash flow once LNG exports begin, though much of this is expected to be redeployed into new growth opportunities.
Jarden’s forecasts and valuation remain unchanged, anticipating around 20 LNG cargoes annually. The Underweight rating and target of 95c are maintained.
This report was published on November 7, 2025.
Target price is $0.95 Current Price is $1.27 Difference: minus $0.32 (current price is over target).
If BPT meets the Jarden target it will return approximately minus 25% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $1.12, suggesting downside of -12.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 7.00 cents and EPS of 18.50 cents.
At the last closing share price the estimated dividend yield is 5.51%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.86.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 17.1, implying annual growth of N/A.
Current consensus DPS estimate is 6.3, implying a prospective dividend yield of 5.0%.
Current consensus EPS estimate suggests the PER is 7.4.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 10.50 cents and EPS of 18.90 cents.
At the last closing share price the estimated dividend yield is 8.27%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.72.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 19.6, implying annual growth of 14.6%.
Current consensus DPS estimate is 7.1, implying a prospective dividend yield of 5.6%.
Current consensus EPS estimate suggests the PER is 6.5.
Market Sentiment: -0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CEH COAST ENTERTAINMENT HOLDINGS LIMITED
Travel, Leisure & Tourism – Overnight Price: $0.49
Canaccord Genuity rates ((CEH)) as Buy (1) –
Coast Entertainment’s year-to-date trading update showed strong operating leverage, according to Canaccord Genuity, with earnings (EBITDA) up 94% on 20% higher revenue, both ahead of the broker’s expectations.
Ticket sales rose 54%, visitation 35%, and in-park spend 25%, reflecting healthy demand and effective promotional campaigns, the report suggests.
The broker notes favourable weather supported results, while new attractions, events, and hospitality initiatives continue to enhance performance. SkyPoint achieved record levels, and the King Claw ride remains on track for a December 2025 opening.
FY26 will mark a step-change in earnings, according to Canaccord, with an around $8m incremental EBITDA forecast. The broker retains a Buy rating and 64c target.
This report was published on November 7, 2025.
Target price is $0.64 Current Price is $0.49 Difference: $0.15
If CEH meets the Canaccord Genuity target it will return approximately 31% (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 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 49.00.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.00 cents.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
COV CLEO DIAGNOSTICS LIMITED
Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $0.50
Petra Capital rates ((COV)) as Buy (1) –
Cleo Diagnostics has upgraded its US target addressable market (TAM) for its pre-surgical triage blood test for ovarian cancer, based on updated Medicare, Medicaid, and commercial insurance claims data.
Around 3.4m women are identified annually with suspected ovarian or adnexal masses, with approximately 2m proceeding to diagnostic investigations, notes Petra Capital. These numbers align with Cleo’s target market and exceed prior estimates of between 1-1.5m.
The broker sees the new TAM as more robust and supportive of Cleo’s US commercial and reimbursement strategy.
Petra Capital retains a Buy rating and $1.15 target, seeing further upside from additional products and future geographic expansion.
This report was published on November 7, 2025.
Target price is $1.15 Current Price is $0.50 Difference: $0.65
If COV meets the Petra Capital target it will return approximately 130% (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 0.00 cents and EPS of minus 3.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 13.51.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 4.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 11.36.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CSL CSL LIMITED
Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $178.12
Jarden rates ((CSL)) as Overweight (2) –
Jarden believes CSL’s Capital Markets Day reaffirmed confidence in its Behring division, with the Horizon 2 program close to final approval.
Management expects this next-generation manufacturing process will lift immunoglobulin (Ig) yields by 22.5%, improving margins and cash flow once operational from FY29-30.
Horizon 2 will gradually replace Horizon 1. CSL’s use of US-based Thermo Fisher’s reusable resins should also lower costs, note the analysts.
While yield benefits will take time to phase in, Jarden views Horizon 2 as transformative, enhancing long-term profitability despite near-term delays and Chinese albumin policy headwinds.
Unchanged Overweight rating and $287.14 target.
This report was published on November 6, 2025.
Target price is $287.14 Current Price is $178.12 Difference: $109.02
If CSL meets the Jarden target it will return approximately 61% (excluding dividends, fees and charges).
Current consensus price target is $243.24, suggesting upside of 36.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 451.73 cents and EPS of 1018.84 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 17.48.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1084.9, implying annual growth of N/A.
Current consensus DPS estimate is 496.4, implying a prospective dividend yield of 2.8%.
Current consensus EPS estimate suggests the PER is 16.4.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 531.14 cents and EPS of 1109.00 cents.
At the last closing share price the estimated dividend yield is 2.98%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.06.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1178.0, implying annual growth of 8.6%.
Current consensus DPS estimate is 533.4, implying a prospective dividend yield of 3.0%.
Current consensus EPS estimate suggests the PER is 15.1.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
HRZ HORIZON MINERALS LIMITED
Gold & Silver – Overnight Price: $0.06
Petra Capital rates ((HRZ)) as Buy (1) –
Horizon Minerals’ Black Swan Project pre-feasibility study (PFS) remains on track for completion this quarter, observes Petra Capital, with early engineering work identifying potential throughput upside.
The broker now assumes an 8.2mt mine inventory processed through a 1.5mtpa refurbished mill, producing around 75koz of gold per year at a cost (AISC) of -$2,300/oz over 5.5 years.
Capital costs have been revised up to -$150m from -$100m, reflecting inflation and higher processing capacity, explains the analyst.
Petra Capital expects construction could start in 2026 with first gold in March 2027, retaining a Buy rating. The target is lowered to 13c from 18c due to revised forecasts relating to capex, operational cash flow, and equity dilution.
This report was published on November 10, 2025.
Target price is $0.13 Current Price is $0.06 Difference: $0.07
If HRZ meets the Petra Capital target it will return approximately 117% (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 0.00 cents and EPS of 1.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 5.00.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 0.00 cents and EPS of 2.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 3.00.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
LNW LIGHT & WONDER INC
Gaming – Overnight Price: $138.82
Canaccord Genuity rates ((LNW)) as Buy (1) –
Canaccord Genuity notes Light & Wonder delivered a stronger-than-expected third quarter, with adjusted earnings (AEBITDA) beating forecasts by 4% and free cash flow (FCF) displaying its cleanest profile in years.
Margin execution and cost discipline were key drivers, explains the broker, while improved cash conversion and buybacks highlight strengthening financial flexibility. Progress is also seen across gaming operations, iGaming, and SciPlay, with FY25 guidance reaffirmed.
Despite share price underperformance ahead of the US delisting, Canaccord views valuation as undemanding and expects sentiment to improve as earnings momentum builds. The broker retains a Buy rating and raises its target to $192 from $191.
This report was published on November 6, 2025.
Target price is $192.00 Current Price is $138.82 Difference: $53.18
If LNW meets the Canaccord Genuity target it will return approximately 38% (excluding dividends, fees and charges).
Current consensus price target is $187.67, suggesting upside of 35.2%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of 800.37 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.34.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 872.6, 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 15.9.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 853.32 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.27.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1107.2, 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 12.5.
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
Jarden rates ((LNW)) as Buy (1) –
Light & Wonder delivered a solid third-quarter result, with adjusted earnings (AEBITDA) of $375m, 4% ahead of Jarden’s expectations, driven by strong margin expansion across all divisions.
Gaming margins lifted to 55% on a richer recurring mix, notes the broker, and iGaming achieved $86m in revenue and $34m in earnings. SciPlay posted a 36% margin as direct-to-consumer share reached 20%, explain the analysts.
Jarden highlights an improvement in cash generation, aided by tax benefits, while buybacks continued with $735m capacity remaining.
The broker views Light & Wonder as a highly cash generative business, supported by recurring growth and balance sheet flexibility, maintaining a Buy rating and $177 target.
This report was published on November 6, 2025.
Target price is $177.00 Current Price is $138.82 Difference: $38.18
If LNW meets the Jarden target it will return approximately 28% (excluding dividends, fees and charges).
Current consensus price target is $187.67, suggesting upside of 35.2%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Jarden forecasts a full year FY25 dividend of 0.00 cents and EPS of 1016.04 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.66.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 872.6, 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 15.9.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 1224.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.34.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1107.2, 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 12.5.
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
LOT LOTUS RESOURCES LIMITED
Uranium – Overnight Price: $0.18
Petra Capital rates ((LOT)) as Buy (1) –
Petra Capital notes Lotus Resources continues to ramp up production at Kayelekera following a $65m raising in September and had cash on hand at the end of 1Q26 of $97m.
Management is qualifying its products with all three western converters prior to putting in place ongoing sales. The analyst assumes debt will be required to bridge the gap to sales receipts in 2026.
A Buy rating and 25c target are retained.
This report was published on November 6, 2025.
Target price is $0.25 Current Price is $0.18 Difference: $0.07
If LOT meets the Petra Capital target it will return approximately 39% (excluding dividends, fees and charges).
Current consensus price target is $0.34, suggesting upside of 87.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 180.00.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -0.6, 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:
Petra Capital 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 4.86.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1.9, 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 9.5.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
M7T MACH7 TECHNOLOGIES LIMITED
Healthcare services – Overnight Price: $0.32
Canaccord Genuity rates ((M7T)) as Buy (1) –
Canaccord maintains a Buy rating on Mach7 Technologies with an 80c target, down from 85c, viewing 1Q26 as a reset period. It did, nonetheless, deliver a key milestone with the US Veterans’ Affairs Phase I contract going live after two years of delay.
The broker describes the deal as potentially transformative, likening it to Pro Medicus’ ((PME)) early US success with Sutter Health. Cost control remains solid, cash stood at $18.9m, and operating expenses are covered 75% by recurring revenue, highlight the analysts.
While the broker’s FY26 and FY27 revenue forecasts are lowered by -12% and -18%, respectively, Canaccord sees significant upside if Phase II proceeds.
This report was published on November 7, 2025.
Target price is $0.80 Current Price is $0.32 Difference: $0.48
If M7T meets the Canaccord Genuity target it will return approximately 150% (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 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 32.00.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 32.00.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NDO NIDO EDUCATION LIMITED
Childcare – Overnight Price: $0.59
Canaccord Genuity rates ((NDO)) as Buy (1) –
Canaccord Genuity explains Nido Education’s business update on November 3 mirrored broader sector weakness, with soft occupancy prompting a -$3m cut to the broker’s 2025 earnings (EBITDA) forecasts.
The analysts expect occupancy to gradually improve through 2026 as supply moderates and the Activity Test’s removal lifts demand. The latter is an Australian government policy which determines how much Child Care Subsidy a family can receive,
Nido’s differentiated operating model should deliver clearer benefits once occupancy stabilises, suggest the analysts. The company’s strong balance sheet is also expected to support renewed acquisition activity.
Canaccord retains its Buy rating and lowers its target to 81c form 92c.
This report was published on November 6, 2025.
Target price is $0.81 Current Price is $0.59 Difference: $0.22
If NDO meets the Canaccord Genuity target it will return approximately 37% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 2.50 cents and EPS of 3.30 cents.
At the last closing share price the estimated dividend yield is 4.24%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.88.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 2.90 cents and EPS of 4.10 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 14.39.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NEU NEUREN PHARMACEUTICALS LIMITED
Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $18.73
Canaccord Genuity rates ((NEU)) as Buy (1) –
Neuren Pharmaceuticals’ licensing partner for Daybue, Acadia Pharmaceuticals, revealed 3Q sales of US$101.1m, broadly in line with Canaccord Genuity’s expectations. FY25 revenue guidance was narrowed to US$385-400m.
This implies to the broker Neuren’s 2025 royalty income of $63-66m remains on track, supported by expanding patient numbers and stronger uptake outside centres of excellence.
Market share in community settings has risen to 27% from 20%, reflecting the impact of Acadia’s enlarged salesforce, explain the analysts.
Canaccord sees further upside from European Medicines Agency (EMA) approval in early 2026 and ongoing phase 3 programs.
The broker retains a Buy rating and $23 target.
This report was published on November 6, 2025.
Target price is $23.00 Current Price is $18.73 Difference: $4.27
If NEU meets the Canaccord Genuity target it will return approximately 23% (excluding dividends, fees and charges).
Current consensus price target is $25.70, suggesting upside of 37.2%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of 17.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 110.18.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 14.3, implying annual growth of -87.1%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 131.0.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 61.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 30.70.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 32.2, implying annual growth of 125.2%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 58.2.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NXG NEXGEN ENERGY LIMITED
Uranium – Overnight Price: $13.45
Petra Capital rates ((NXG)) as Buy (1) –
NexGen Energy raised around $1bn in equity in early October, adding to the September quarter cash and inventory of $735m.
The initial approval hearing for Rook 1 will be held on November 19, with a second hearing flagged for February 9–13, 2026.
The stock is a significant shareholding within ETFs, with a dual listing on the ASX and Toronto Stock Exchange, and offers one of the most liquid exposures to the uranium sector, Petra Capital comments.
NexGen remains a preferred ASX exposure with a Buy rating and $17.14 target price.
This report was published on November 6, 2025.
Target price is $17.14 Current Price is $13.45 Difference: $3.69
If NXG meets the Petra Capital target it will return approximately 27% (excluding dividends, fees and charges).
This company reports in CAD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
OMA OMEGA OIL & GAS LIMITED
Energy – Overnight Price: $0.37
Canaccord Genuity rates ((OMA)) as Initiation of coverage with Speculative Buy (1) –
Canaccord Genuity initiates coverage on Omega Oil & Gas, highlighting its Canyon Project in Queensland’s Taroom Trough as a potentially transformative unconventional oil and gas play.
The first horizontal appraisal well, Canyon-1H, achieved an 822m lateral with a 9-stage frac, delivering an initial flow rate of 452 barrels of oil per day and 0.6MMscfd of gas.
Modelling indicates an estimated ultimate recovery of 0.95MMboe per 2,000m horizontal well, comparable with leading US shale plays, highlight the analysts.
With favourable jurisdictional settings, nearby infrastructure, and growing major interest, Canaccord sees significant upside potential.
The broker begins coverage with a Speculative Buy rating and 84c target.
This report was published on November 7, 2025.
Target price is $0.84 Current Price is $0.37 Difference: $0.47
If OMA meets the Canaccord Genuity target it will return approximately 127% (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 1.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 23.13.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 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 24.67.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
QAN QANTAS AIRWAYS LIMITED
Transportation & Logistics – Overnight Price: $9.75
Jarden rates ((QAN)) as Buy (1) –
Qantas Airways’ 2025 AGM update highlighted to Jarden higher costs and slightly lower capacity.
The broker observes fuel expense guidance has risen marginally to -$2.62bn from -$2.60bn and group capacity growth reduced to 4% from 5%. It’s thought domestic demand remains mixed, and real yield growth of 3% signals continued market rationality.
While the analysts acknowledge higher refining margins could pressure 2H26 fuel costs, they also highlight Qantas’ strong balance sheet and fleet renewal optionality.
Jarden lowers its target to $12.70 from $12.90 and retains a Buy rating.
This report was published on November 7, 2025.
Target price is $12.70 Current Price is $9.75 Difference: $2.95
If QAN meets the Jarden target it will return approximately 30% (excluding dividends, fees and charges).
Current consensus price target is $12.57, suggesting upside of 29.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 32.80 cents and EPS of 117.60 cents.
At the last closing share price the estimated dividend yield is 3.36%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.29.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 120.1, implying annual growth of 14.2%.
Current consensus DPS estimate is 46.9, implying a prospective dividend yield of 4.8%.
Current consensus EPS estimate suggests the PER is 8.1.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 37.40 cents and EPS of 126.80 cents.
At the last closing share price the estimated dividend yield is 3.84%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.69.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 128.1, implying annual growth of 6.7%.
Current consensus DPS estimate is 44.5, implying a prospective dividend yield of 4.6%.
Current consensus EPS estimate suggests the PER is 7.6.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
WDS WOODSIDE ENERGY GROUP LIMITED
NatGas – Overnight Price: $26.55
Jarden rates ((WDS)) as Overweight (2) –
Woodside Energy’s Capital Markets day reaffirmed progress across its growth portfolio, Jarden reports, led by optimism around Louisiana LNG (LALNG).
With 2025 guidance unchanged and no 2026 outlook issued, the analysts note attention centred on plans to sell a further -20% LALNG stake and advance Trains 4 and 5 toward a final investment decision (FID).
The broker expects Scarborough to remain on schedule, potentially producing first LNG by mid-2026, while noting minor 2026 earnings impact from planned Pluto Train 1 maintenance.
Jarden raises its target by 2.8% to $25.40, supported by sell-down gains and new project value, and retains an Overweight rating with further LALNG progress seen as a key catalyst.
This report was published on November 4, 2025.
Target price is $25.40 Current Price is $26.55 Difference: minus $1.15 (current price is over target).
If WDS 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 $25.78, suggesting downside of -2.9%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Jarden forecasts a full year FY25 dividend of 143.26 cents and EPS of 178.92 cents.
At the last closing share price the estimated dividend yield is 5.40%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.84.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 174.5, implying annual growth of N/A.
Current consensus DPS estimate is 154.7, implying a prospective dividend yield of 5.8%.
Current consensus EPS estimate suggests the PER is 15.2.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 68.51 cents and EPS of 91.09 cents.
At the last closing share price the estimated dividend yield is 2.58%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 29.15.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 102.8, implying annual growth of -41.1%.
Current consensus DPS estimate is 89.5, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 25.8.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.2
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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