Australian Broker Call *Extra* Edition – Nov 17, 2025

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            [1] => ((ALK))
            [2] => ((ALL))
            [3] => ((AQZ))
            [4] => ((AVH))
            [5] => ((AZY))
            [6] => ((BEN))
            [7] => ((BPT))
            [8] => ((CBA))
            [9] => ((CCR))
            [10] => ((CEN))
            [11] => ((CGS))
            [12] => ((CUP))
            [13] => ((DMP))
            [14] => ((EDV))
            [15] => ((SUL))
            [16] => ((QAN))
            [17] => ((GNE))
            [18] => ((INA))
            [19] => ((INR))
            [20] => ((IRE))
            [21] => ((JIN))
            [22] => ((KAI))
            [23] => ((MAT))
            [24] => ((MP1))
            [25] => ((MP1))
            [26] => ((NEC))
            [27] => ((OMA))
            [28] => ((OML))
            [29] => ((PPE))
            [30] => ((RXL))
            [31] => ((SHA))
            [32] => ((SLC))
            [33] => ((ORG))
            [34] => ((SPG))
            [35] => ((CBA))
            [36] => ((WC8))
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            [1] => ALK
            [2] => ALL
            [3] => AQZ
            [4] => AVH
            [5] => AZY
            [6] => BEN
            [7] => BPT
            [8] => CBA
            [9] => CCR
            [10] => CEN
            [11] => CGS
            [12] => CUP
            [13] => DMP
            [14] => EDV
            [15] => SUL
            [16] => QAN
            [17] => GNE
            [18] => INA
            [19] => INR
            [20] => IRE
            [21] => JIN
            [22] => KAI
            [23] => MAT
            [24] => MP1
            [25] => MP1
            [26] => NEC
            [27] => OMA
            [28] => OML
            [29] => PPE
            [30] => RXL
            [31] => SHA
            [32] => SLC
            [33] => ORG
            [34] => SPG
            [35] => CBA
            [36] => WC8
        )

)

This story features LIFE360 INC, and other companies.
For more info SHARE ANALYSIS: 360
The company is included in ASX100, ASX200, ASX300, ALL-ORDS and ALL-TECH

An additional news report on the recommendation, valuation, forecast and opinion changes and updates for ASX-listed equities.

In addition to The Australian Broker Call Report, which is published and updated daily (Mon-Fri), FNArena has now added The Australian Broker Call *Extra* Edition, featuring additional sources of research and insights on ASX-listed stocks, also enlarging the number of stocks that make up the FNArena universe.

One key difference is the *Extra* Edition will not be updated daily, but merely “regularly” depending on availability of suitable quality content. As such, the *Extra* Edition tries to build a bridge between daily updates via the Australian Broker Call Report and ad hoc news stories, that are not always timely for investors hungry for the next information update.

Investors using the *Extra* Edition as a source of input for their own share market research should thus take into account that information after publication may not be up to date, or yet awaiting another update by FNArena’s team of journalists.

Similar to The Australian Broker Call Report, this *Extra* Edition includes concise but limited reviews of research recently published by Stockbrokers and other experts, which should be considered as information concerning likely market behaviour rather than advice on the securities mentioned. Do not act on the contents of this Report without first reading the important information included at the end of this Report.

The Australian Broker Call *Extra* Edition is a summary that has been prepared independently of the sources identified. Readers will check the full text of the recommendations and consult a Licenced Advisor before making any investment decision.

The copyright of this Report is owned by the publisher. Readers will not copy, forward or disseminate this Report to any other person. For more vital information about the sources included, see the bottom of this Report.

COMPANIES DISCUSSED IN THIS ISSUE

Click on a symbol for fast access.
The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)

360   ALK   ALL   AQZ   AVH   AZY   BEN   BPT   CBA   CCR   CEN   CGS   CUP   DMP   EDV   GNE   INA   INR   IRE   JIN   KAI   MAT   MP1 (2)   NEC   OMA   OML   PPE   RXL   SHA   SLC   SPG   WC8  

360    LIFE360 INC

Software & Services – Overnight Price: $37.12

Canaccord Genuity rates ((360)) as Buy (1) –

Life360’s 3Q25 revenue of US$124.5m and adjusted earnings (EBITDA) of US$24.5m exceeded Canaccord’s forecasts by 4% and 41%, respectively.

Core subscription growth remained robust at 34% year-on-year, supported by stronger US conversion and uptake of higher-priced membership tiers, while advertising revenue surged 82% on improved monetisation.

Management upgraded FY25 revenue and earnings guidance following stronger retention-focused marketing. The company also announced the -US$120m Nativo acquisition, which the broker explains accelerates advertising platform development.

Canaccord expects expanding margins and durable growth from a deepening ecosystem and broader monetisation base.

Buy. Unchanged US$115 target.

This report was published on November 10, 2025.

Current Price is $37.12. Target price not assessed.
Current consensus price target is $52.00, suggesting upside of 43.8%(ex-dividends)
The company’s fiscal year ends in December.

Forecast for FY25:

Canaccord Genuity forecasts a full year FY25 EPS of 77.86 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 47.68.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 52.2, 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 69.3.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 EPS of 91.87 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 40.40.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 89.3, implying annual growth of 71.1%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 40.5.

This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

ALK    ALKANE RESOURCES LIMITED

Gold & Silver – Overnight Price: $1.02

Moelis rates ((ALK)) as Buy (1) –

Moelis believes Alkane Resources is well positioned for a re-rating as its key projects advance and production metrics improve.

The broker highlights rising cash generation, declining costs (AISC), and increased confidence in the Boda resource as catalysts for valuation upside.

It’s believed management’s disciplined capital approach and exploration success underpin medium-term growth and potential resource expansion.

Project execution remains the focus, notes the broker, with feasibility milestones expected to drive sentiment into FY26.

Moelis retains a Buy rating and target of $1.65.

This report was published on November 17, 2025.

Target price is $1.65 Current Price is $1.02 Difference: $0.63
If ALK meets the Moelis target it will return approximately 62% (excluding dividends, fees and charges).
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 14.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.29.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 16.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.38.

Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

ALL    ARISTOCRAT LEISURE LIMITED

Gaming – Overnight Price: $57.40

Jarden rates ((ALL)) as Buy (1) –

Aristocrat Leisure’s FY25 earnings slightly beat expectations but a softer outlook was flagged.

Jarden reckons the company is well-placed to deliver high-single to double-digit earnings growth over the forecast period from Gaming Ops net unit adds. Also supportive are strong A&NZ ship-share, new casino openings, and Interactive market-share gains.

Gaming Ops FPD (fee per day) outlook remains solid, the broker notes, supported by normalising gross gaming revenue (GGR), strong game performance, and disciplined commercial execution.

FY26 EBITA forecast trimmed by -1% on softer North American Gaming Ops expectations, while Interactive and A&NZ units are revised lower and long-term EPSA reduced -2% on moderated install and fee-per-day growth assumptions.

Buy. Target trimmed to 74c from 75c.

This report was published on November 13, 2025.

Target price is $74.00 Current Price is $57.40 Difference: $16.6
If ALL meets the Jarden target it will return approximately 29% (excluding dividends, fees and charges).
Current consensus price target is $74.01, suggesting upside of 30.5%(ex-dividends)
The company’s fiscal year ends in September.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 105.00 cents and EPS of 274.80 cents.
At the last closing share price the estimated dividend yield is 1.83%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.89.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 269.5, implying annual growth of 17.5%.
Current consensus DPS estimate is 97.0, implying a prospective dividend yield of 1.7%.
Current consensus EPS estimate suggests the PER is 21.1.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 115.00 cents and EPS of 311.40 cents.
At the last closing share price the estimated dividend yield is 2.00%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.43.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 303.5, implying annual growth of 12.6%.
Current consensus DPS estimate is 109.2, implying a prospective dividend yield of 1.9%.
Current consensus EPS estimate suggests the PER is 18.7.

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

AQZ    ALLIANCE AVIATION SERVICES LIMITED

Transportation & Logistics – Overnight Price: $1.29

Canaccord Genuity rates ((AQZ)) as Downgrade to Hold from Buy (3) –

Canaccord Genuity was disappointed with the update from Alliance Aviation Services as FY26 pre-tax profit guidance was materially below forecasts. Operating performance was still impressive, reflecting the strong demand for the services.

The issue is margins and returns, which remain under pressure from historically low cash conversion. If such issues can be addressed the broker envisages potential upside, but given the current uncertainty downgrades to Hold from Buy. Target is lowered to $1.49 from $2.58.

This report was published on November 10, 2025.

Target price is $1.49 Current Price is $1.29 Difference: $0.2
If AQZ meets the Canaccord Genuity target it will return approximately 16% (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 21.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.14.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 19.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.79.

Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

AVH    AVITA MEDICAL INC

Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $1.10

Canaccord Genuity rates ((AVH)) as Upgrade to Hold from Sell (3) –

Canaccord Genuity upgrades Avita Medical to Hold from Sell, noting the business was affected by a change in reimbursement mechanics and the situation is now largely resolved.

The broker would still expect the balance sheet to be firmed up before becoming more constructive on the stock. The company has confirmed US$17.1m in commercial revenue for the third quarter, down -13% on the prior corresponding period.

FY25 revenue guidance range is revised down to US$70-74m. Target is steady at $1.25.

This report was published on November 7, 2025.

Target price is $1.25 Current Price is $1.10 Difference: $0.145
If AVH meets the Canaccord Genuity target it will return approximately 13% (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 0.00 cents and EPS of minus 46.71 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 2.37.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 21.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 5.07.

This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

AZY    ANTIPA MINERALS LIMITED

Mining – Overnight Price: $0.58

Canaccord Genuity rates ((AZY)) as Speculative Buy (1) –

Antipa Minerals’ 2025 drilling campaign at the 100%-owned Minyari Gold-Copper Project in the Paterson Province, WA showed robust results, Canaccord Genuity comments.

Phase 2 drilling at the Fiama and Minyari deposits has extended mineralisation both down-dip and along strike, confirming potential for further resource growth within the broader Minyari Dome system.

The broker maintains its Speculative Buy rating and $1.40 target, with the prelininary feasibility study due mid-2026 and an updated resource expected later this quarter.

This report was published on November 10, 2025.

Target price is $1.40 Current Price is $0.58 Difference: $0.82
If AZY meets the Canaccord Genuity target it will return approximately 141% (excluding dividends, fees and charges).

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

BEN    BENDIGO & ADELAIDE BANK LIMITED

Banks – Overnight Price: $11.13

Jarden rates ((BEN)) as Neutral (3) –

Jarden notes Bendigo & Adelaide Bank’s 1Q26 update showed positive margin trends despite slowing volume growth.

Net interest income (NII)) rose by 3% quarter-on-quarter and 5% year-on-year, driven by a 3bps lift in net interest margin (NIM) to 1.91%.

Improved deposit and asset mix offset lower cash rates, explain the analysts, while lending growth fell -6% annualised as the bank took a cautious stance in competitive third-party channels.

The broker sees ongoing pressure balancing margins and volumes but views the rollout of the Bendigo Lending Platform as supportive.

Neutral rating and $12 target unchanged.

This report was published on November 11, 2025.

Target price is $12.00 Current Price is $11.13 Difference: $0.87
If BEN meets the Jarden target it will return approximately 8% (excluding dividends, fees and charges).
Current consensus price target is $11.10, suggesting downside of -0.1%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 63.00 cents and EPS of 83.00 cents.
At the last closing share price the estimated dividend yield is 5.66%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.41.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 85.6, implying annual growth of N/A.
Current consensus DPS estimate is 63.0, implying a prospective dividend yield of 5.7%.
Current consensus EPS estimate suggests the PER is 13.0.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 66.00 cents and EPS of 87.40 cents.
At the last closing share price the estimated dividend yield is 5.93%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.73.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 88.1, implying annual growth of 2.9%.
Current consensus DPS estimate is 63.0, implying a prospective dividend yield of 5.7%.
Current consensus EPS estimate suggests the PER is 12.6.

Market Sentiment: -0.6
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) –

At the 2025 AGM, Beach Energy confirmed it is evaluating organic and inorganic growth, prompting a review of its capital management policy. Jarden reckons this will likely lead to a reduction in dividend payout to fund investments.

The broker estimates -$1bn could be put into new growth opportunities over the next three years if the payout ratio halves. As a result, it cut FY26 DPS forecast to 3.5c from 7c, and FY27 to 5c from 10.5c.

The shift toward inorganic growth, gas storage and power generation reflects limited long-term reserves replacement but adds execution risk and moves Beach Energy beyond its traditional oil & gas core, the broker highlights.

Underweight. Target unchanged at 95c.

This report was published on November 12, 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 -12.8%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 3.50 cents and EPS of 18.50 cents.
At the last closing share price the estimated dividend yield is 2.76%.
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 4.9%.
Current consensus EPS estimate suggests the PER is 7.5.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 5.00 cents and EPS of 18.90 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 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 5.5%.
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

CBA    COMMONWEALTH BANK OF AUSTRALIA

Banks – Overnight Price: $157.30

Jarden rates ((CBA)) as Sell (5) –

Jarden describes CommBank’s 1Q26 update as “business as usual,” with solid operating trends despite competitive pressures.

Net interest income (NII) rose 3% quarter-on-quarter and 5% year-on-year, though the net interest margin narrowed due to lower-yielding asset growth and deposit switching, explains the broker.

Core profit of $4bn, up 5%, reflected solid volume growth, cost control and benign credit quality, in the analysts’ view, with arrears slightly improving.

Jarden highlights strong household deposits and a CET1 ratio of 11.8%, maintaining balance sheet strength.

Sell. Target $100.

This report was published on November 11, 2025.

Target price is $100.00 Current Price is $157.30 Difference: minus $57.3 (current price is over target).
If CBA meets the Jarden target it will return approximately minus 36% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $117.55, suggesting downside of -25.6%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 505.00 cents and EPS of 613.00 cents.
At the last closing share price the estimated dividend yield is 3.21%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.66.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 628.4, implying annual growth of 3.9%.
Current consensus DPS estimate is 493.4, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 25.1.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 510.00 cents and EPS of 610.10 cents.
At the last closing share price the estimated dividend yield is 3.24%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.78.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 657.2, implying annual growth of 4.6%.
Current consensus DPS estimate is 513.2, implying a prospective dividend yield of 3.2%.
Current consensus EPS estimate suggests the PER is 24.0.

Market Sentiment: -1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CCR    CREDIT CLEAR LIMITED

Diversified Financials – Overnight Price: $0.28

Petra Capital rates ((CCR)) as Buy (1) –

The analyst at Petra Capital views Credit Clear’s first-quarter update and ARC Europe acquisition as reinforcing the company’s growth trajectory and transition to sustainable profitability.

Q1 revenue rose 10% year-on-year to $13.2m, with FY26 guidance maintained at $50-52m revenue and $9-10m underlying earnings (EBITDA).

The -$10.9m ARC Europe acquisition provides entry into the UK market, explains the analyst, and potential for future margin upside through integration of Credit Clear’s digital platform.

Petra Capital highlights strong cash of $25.7m, no debt, and accelerating earnings growth. Target trimmed to 46c from 48c. Buy retained.

This report was published on November 14, 2025.

Target price is $0.46 Current Price is $0.28 Difference: $0.18
If CCR meets the Petra Capital target it will return approximately 64% (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 0.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 46.67.

Forecast for FY27:

Petra Capital forecasts a full year FY27 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 23.33.

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CEN    CONTACT ENERGY LIMITED

Infrastructure & Utilities – Overnight Price: $8.31

Jarden rates ((CEN)) as Overweight (2) –

Jarden expects Contact Energy’s upcoming Capital Markets Day (25th November) to focus on integrating the Manawa acquisition, forecast to deliver NZ$25-28m in operating cost synergies and NZ$30-40m from portfolio optimisation.

The broker believes investor focus will be on balance sheet flexibility, as elevated net debt-to-earnings (EBITDA) limits strategic optionality.

It is noted that Contact’s renewable development pipeline exceeds 10TWh, comprising 7TWh of wind and 3TWh of solar projects, offering significant long-term growth potential.

The analysts forecast FY26 earnings (EBITDA) of NZ$955m, slightly above management’s NZ$980m guidance. Jarden retains an Overweight rating and raises its target to NZ$10.85 from NZ$10.76.

This report was published on November 11, 2025.

Current Price is $8.31. Target price not assessed.
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 36.26 cents and EPS of 28.56 cents.
At the last closing share price the estimated dividend yield is 4.36%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 29.10.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 38.08 cents and EPS of 30.28 cents.
At the last closing share price the estimated dividend yield is 4.58%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 27.45.

This company reports in NZD. 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

CGS    COGSTATE LIMITED

Medical Equipment & Devices – Overnight Price: $2.74

Canaccord Genuity rates ((CGS)) as Buy (1) –

Canaccord Genuity attended Cogstate’s investor day and left with greater conviction in the company’s clear pathway to revenue growth, margin expansion, and operating leverage.

The broker notes Cogstate’s pipeline has strengthened materially since FY24, supported by a rising number of Alzheimer’s trials and diversification into new indications such as mood disorders, sleep, and Parkinson’s.

The Medidata partnership is expected to open new pharma opportunities, though the full benefit may take several years to realise.

Canaccord expects earnings (EBITDA) margins to expand toward a 37% peak as scale efficiencies emerge, despite a temporary dip in FY26 while the company invests in technology and onboarding new clients.

Buy rating retained. Target rises to $3.20 from $2.19.

This report was published on November 10, 2025.

Target price is $3.20 Current Price is $2.74 Difference: $0.46
If CGS 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 1.87 cents and EPS of 9.03 cents.
At the last closing share price the estimated dividend yield is 0.68%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 30.34.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 3.58 cents and EPS of 11.83 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 23.15.

This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CUP    COUNT LIMITED

Commercial Services & Supplies – Overnight Price: $1.07

Canaccord Genuity rates ((CUP)) as Buy (1) –

Canaccord Genuity comments Count’s 1Q26 trading update showed continued strong momentum, with revenue of $42.3m, up 12.5% on the prior year, and  earnings (EBITA) of $7.6m, up 12.7%.

The broker notes operating leverage was evident, though modestly lower due to a higher contribution from Equity Partnerships, and expects leverage to improve as the mix shifts.

The business’ “flywheel” effect is building, with cross-sell opportunities between divisions expected to accelerate over the next 18 months.

Canaccord maintains its Buy rating and $1.35 target, expecting solid organic growth and ongoing acquisition potential to underpin further upside.

This report was published on November 10, 2025.

Target price is $1.35 Current Price is $1.07 Difference: $0.275
If CUP meets the Canaccord Genuity target it will return approximately 26% (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 4.65 cents and EPS of 9.20 cents.
At the last closing share price the estimated dividend yield is 4.33%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.68.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 5.55 cents and EPS of 10.10 cents.
At the last closing share price the estimated dividend yield is 5.16%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.64.

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

DMP    DOMINO’S PIZZA ENTERPRISES LIMITED

Food, Beverages & Tobacco – Overnight Price: $21.78

Petra Capital rates ((DMP)) as Buy (1) –

Domino’s Pizza Enterprises’ AGM update demonstrates clear progress in its business reset, suggests Petra Capital, with -$60-70m of annualised cost savings identified toward a -$100m target.

The broker notes encouraging early results from the new WA pricing trial, with average delivery tickets up 7% and net promoter scores improving by 10%.

Management’s renewed focus on profitability over sales volumes is delivering stronger unit economics, believes the analyst, despite short-term sales softness. Free cash flow above $100m in FY26 is expected to support further debt reduction.

Petra Capital retains a Buy rating and lifts its target to $25.00 from $24.50.

This report was published on November 13, 2025.

Target price is $25.00 Current Price is $21.78 Difference: $3.22
If DMP meets the Petra Capital target it will return approximately 15% (excluding dividends, fees and charges).
Current consensus price target is $20.16, suggesting downside of -7.2%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Petra Capital forecasts a full year FY26 dividend of 46.60 cents and EPS of 133.00 cents.
At the last closing share price the estimated dividend yield is 2.14%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.38.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 126.2, implying annual growth of N/A.
Current consensus DPS estimate is 62.4, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 17.2.

Forecast for FY27:

Petra Capital forecasts a full year FY27 dividend of 53.40 cents and EPS of 152.50 cents.
At the last closing share price the estimated dividend yield is 2.45%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.28.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 136.4, implying annual growth of 8.1%.
Current consensus DPS estimate is 71.8, implying a prospective dividend yield of 3.3%.
Current consensus EPS estimate suggests the PER is 15.9.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

EDV    ENDEAVOUR GROUP LIMITED

Food, Beverages & Tobacco – Overnight Price: $3.67

Jarden rates ((EDV)) as Upgrade to Neutral from Underweight (3) –

Jarden believes Endeavour Group’s refreshed leadership team under CEO Jayne Hrdlicka is well placed to execute a strategy leveraging the company’s brands, retail network, digital platforms and pubs to reignite top-line growth.

The broker highlights new hires Benjamin Ward (ex-Supercheap Auto) ((SUL)) and Catriona Larritt, ex-Qantas Airways ((QAN)) as pivotal to strengthening brand adjacencies and integrating data to enhance customer loyalty.

It’s felt near-term pricing resets may pressure margins at the 1H26 result, though early signs point to improving momentum at Dan Murphy’s.

The analysts see long-term potential for multiple expansion if execution succeeds. Jarden retains a Neutral rating and $3.60 target.

This report was published on November 11, 2025.

Target price is $3.60 Current Price is $3.67 Difference: minus $0.07 (current price is over target).
If EDV meets the Jarden target it will return approximately minus 2% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $3.92, suggesting upside of 7.6%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 19.00 cents and EPS of 24.20 cents.
At the last closing share price the estimated dividend yield is 5.18%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.17.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 24.5, implying annual growth of 3.0%.
Current consensus DPS estimate is 18.7, implying a prospective dividend yield of 5.1%.
Current consensus EPS estimate suggests the PER is 14.9.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 21.00 cents and EPS of 27.10 cents.
At the last closing share price the estimated dividend yield is 5.72%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.54.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 25.9, implying annual growth of 5.7%.
Current consensus DPS estimate is 19.5, implying a prospective dividend yield of 5.4%.
Current consensus EPS estimate suggests the PER is 14.1.

Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

GNE    GENESIS ENERGY LIMITED

Infrastructure & Utilities – Overnight Price: $2.19

Jarden rates ((GNE)) as Buy (1) –

Jarden expects Genesis Energy’s Investor Day (26 & 27 November) to centre on the Gen35 strategy, with a potential catalyst being the introduction of a dividend payout framework linked to future cash flow.

The broker believes this could imply a higher distribution profile while supporting reinvestment in renewables, following the acquisition of the 271MW Rangiriri Solar Farm for around -NZ$487m.

Jarden feels a more capital-intensive strategy may prompt a NZ$400-500m equity raise to strengthen the balance sheet.

The analysts forecast FY26 earnings (EBITDA) of NZ$498m, above guidance, with scope for further upgrades. Jarden retains a Buy rating and NZ$3.01 target.

This report was published on November 14, 2025.

Current Price is $2.19. Target price not assessed.
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 13.42 cents and EPS of 7.43 cents.
At the last closing share price the estimated dividend yield is 6.13%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 29.46.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 13.78 cents and EPS of 10.70 cents.
At the last closing share price the estimated dividend yield is 6.29%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.47.

This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

INA    INGENIA COMMUNITIES GROUP

Aged Care & Seniors – Overnight Price: $5.28

Moelis rates ((INA)) as Sell (5) –

Ingenia Communities reported 166 home settlements for the first four months of FY26, which is below Moelis’ full-year run rate forecast for 600. Management emphasises there is a 2H26 settlement skew. FY26 guidance is unchanged at 32.5c-34c.

Deposits rose to 418 from 398 at August 21, which achieves most of the analyst’s FY26 sales forecast, with average pricing at $639k for year-to-date settlements, some -5% below the average FY25 levels.

Sell rating retained with $5.28 target price. The analyst’s earnings estimates remain largely unchanged.

This report was published on November 14, 2025.

Target price is $4.14 Current Price is $5.28 Difference: minus $1.14 (current price is over target).
If INA meets the Moelis target it will return approximately minus 22% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $6.44, suggesting upside of 22.3%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 10.00 cents and EPS of 33.30 cents.
At the last closing share price the estimated dividend yield is 1.89%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.86.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 32.6, implying annual growth of 3.5%.
Current consensus DPS estimate is 9.8, implying a prospective dividend yield of 1.9%.
Current consensus EPS estimate suggests the PER is 16.2.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 10.50 cents and EPS of 38.70 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 13.64.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 37.0, implying annual growth of 13.5%.
Current consensus DPS estimate is 10.3, implying a prospective dividend yield of 2.0%.
Current consensus EPS estimate suggests the PER is 14.2.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

INR    IONEER LIMITED

New Battery Elements – Overnight Price: $0.17

Canaccord Genuity rates ((INR)) as Speculative Buy (1) –

Canaccord believes ioneer’s optimisation update on its 100%-owned Rhyolite Ridge project in Nevada points to enhanced efficiency and project value.

Reducing leach time to 1.5 days lifts life-of-mine (LOM) lithium output to 20.4ktpa, with the first 25 years averaging 27.8ktpa. This outcome is around 10ktpa above current offtake commitments, which may support upcoming partnership negotiations.

Costs have improved, with mining and processing down -3% and -8%, respectively, and all-in sustaining costs (AISC) reduced -6% to -US$6,712/t.

Canaccord raises its target to 50c from 40c and retains a Speculative Buy rating.

This report was published on November 11, 2025.

Target price is $0.50 Current Price is $0.17 Difference: $0.33
If INR meets the Canaccord Genuity target it will return approximately 194% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 1.17 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 14.55.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 0.83 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 20.61.

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

IRE    IRESS LIMITED

Wealth Management & Investments – Overnight Price: $9.15

Canaccord Genuity rates ((IRE)) as Buy (1) –

Canaccord Genuity maintains a Buy rating on Iress and raises its target price to $11.52 from $10.00.

The broker notes Iress continues to execute well, with 4Q2026 cash earnings (EBITDA) margins flagged to reach around 25% signalling further cost-out initiatives and upside to market expectations.

FY27 EPS forecasts have been upgraded by 7% reflecting stronger cost-efficiency gains, while 2025-2026 estimates are largely unchanged as margin improvement had already been assumed.

The analyst now expects adj earnings (EBITDA) margins of at least 30%, with valuation upgrades reflecting growing operational momentum and ongoing M&A interest.

The broker highlights continued engagement with potential suitors, noting the First Guardian issue may be slowing progress but does not detract from Iress’s improving fundamentals.

This report was published on November 11, 2025.

Target price is $11.52 Current Price is $9.15 Difference: $2.37
If IRE meets the Canaccord Genuity target it will return approximately 26% (excluding dividends, fees and charges).
Current consensus price target is $10.13, suggesting upside of 12.7%(ex-dividends)
The company’s fiscal year ends in December.

Forecast for FY25:

Canaccord Genuity forecasts a full year FY25 dividend of 35.00 cents and EPS of 35.80 cents.
At the last closing share price the estimated dividend yield is 3.83%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.56.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 35.4, implying annual growth of -26.2%.
Current consensus DPS estimate is 21.0, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 25.4.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 41.00 cents and EPS of 40.10 cents.
At the last closing share price the estimated dividend yield is 4.48%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 22.82.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 40.4, implying annual growth of 14.1%.
Current consensus DPS estimate is 24.6, implying a prospective dividend yield of 2.7%.
Current consensus EPS estimate suggests the PER is 22.3.

Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

JIN    JUMBO INTERACTIVE LIMITED

Gaming – Overnight Price: $10.02

Jarden rates ((JIN)) as Buy (1) –

Jarden anticipates a steady outlook for Jumbo Interactive, highlighting resilient trading trends and operational execution amid a normalising lottery environment.

The broker believes management’s disciplined investment approach and strong cash generation continue to underpin growth, while recent product enhancements are improving customer engagement and retention.

Ongoing expansion in software services and international lottery platforms are expected to diversify earnings and strengthen recurring revenue streams.

The analysts point to balanced near-term risk and longer-term upside as market share expands and digital penetration rises. Overweight. Target falls to $13.40 from $13.70.

This report was published on November 11, 2025.

Target price is $13.40 Current Price is $10.02 Difference: $3.38
If JIN meets the Jarden target it will return approximately 34% (excluding dividends, fees and charges).
Current consensus price target is $14.02, suggesting upside of 40.7%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 33.30 cents and EPS of 80.80 cents.
At the last closing share price the estimated dividend yield is 3.32%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.40.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 76.4, implying annual growth of 19.1%.
Current consensus DPS estimate is 41.0, implying a prospective dividend yield of 4.1%.
Current consensus EPS estimate suggests the PER is 13.0.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 45.70 cents and EPS of 104.30 cents.
At the last closing share price the estimated dividend yield is 4.56%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.61.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 97.5, implying annual growth of 27.6%.
Current consensus DPS estimate is 51.2, implying a prospective dividend yield of 5.1%.
Current consensus EPS estimate suggests the PER is 10.2.

Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

KAI    KAIROS MINERALS LIMITED

Gold & Silver – Overnight Price: $0.04

Petra Capital rates ((KAI)) as Buy (1) –

Petra Capital highlights outstanding diamond drilling results from Kairos Minerals’ Mt York project, including 67m at 1.92g/t gold from 140m, extending high-grade mineralisation 250m west.

The broker suggests continued wide, high-grade intercepts underpin strong resource growth potential ahead of the March 2026 Resource update.

The mineralisation remains open at depth, supporting possible underground development, with assays from 14 additional holes pending, notes the analyst. A10,000m drill program is underway across the Mt York Extension to expand the 1.4moz resource base.

Petra Capital retains a Buy rating and 9c target.

This report was published on November 14, 2025.

Target price is $0.09 Current Price is $0.04 Difference: $0.055
If KAI meets the Petra Capital target it will return approximately 157% (excluding dividends, fees and charges).

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

MAT    MATSA RESOURCES LIMITED

Gold & Silver – Overnight Price: $0.10

Petra Capital rates ((MAT)) as Initiation of coverage with Buy (1) –

Petra Capital initiated coverage of Matsa Resources with a Buy rating and target price of 25c.

The company’s 100%-owned Lake Carey project, 40km south of Laverton in Western Australia, is emerging as a low-risk mid-tier gold development opportunity in a prolific gold belt.

The broker expects the current 0.95Moz Resource to grow with ongoing drilling across a highly prospective 450sq.km land package, ahead of a mid-2026 Scoping Study for a standalone mill.

The company is already generating cash via third-party processing from the 82koz Devon pit, with $75m net cash forecast by March 2027. The broker reckons a tenement option deal with AngloGold Ashanti could deliver up to $113m, strengthening funding capacity.

First production from a standalone 1.5Mtpa plant is forecast for September 2028 with production estimated at 80koz per annum at cost (AISC) of $$2,573/oz.

This report was published on November 14, 2025.

Target price is $0.25 Current Price is $0.10 Difference: $0.145
If MAT meets the Petra Capital target it will return approximately 138% (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 3.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 3.50.

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 2.84.

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

MP1    MEGAPORT LIMITED

Cloud services – Overnight Price: $13.72

Canaccord Genuity rates ((MP1)) as Buy (1) –

Canaccord Genuity views the acquisition of Latitude.sh, a CPU-as-a-service and emerging neocloud, as fitting well with Megaport’s core networking business, with the attached earnouts and associated growth and integration targets believed to offer notable protection.

The acquisition results in the analyst upgrading the target price by $1.50 to $17.80 with a sizeable increase in Megaport’s compute capabilities as part of Networking.

The trading update was also positive with Networking annual recurring revenue exiting October at $260m, which suggests the company can meet or exceed slightly consensus forecast for the end of 2025 of $262m. 1Q26 revenue came in slightly above expectations.

Buy rating unchanged.

This report was published on November 12, 2025.

Target price is $17.80 Current Price is $13.72 Difference: $4.08
If MP1 meets the Canaccord Genuity target it will return approximately 30% (excluding dividends, fees and charges).
Current consensus price target is $14.92, suggesting upside of 9.0%(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 4.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 319.07.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is -4.4, 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 10.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 134.51.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is -0.1, 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 N/A.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

Jarden rates ((MP1)) as Buy (1) –

Jarden views Megaport’s acquisition of Latitude.sh as strategically sound, reinforcing its Buy rating and underscoring upside potential.

Entry into Compute-as-a-Service expands Megaport’s addressable market, adding high-margin optionality despite greater capital intensity, explain the analysts.

The broker highlights 1Q26 annual recurring revenue growth of 19% year-on-year and net revenue retention of 109%, with new products and reinvestment in sales supporting continued momentum.

Jarden raises its FY26-28 earnings (EBITDA) forecasts by up to 38% to reflect the acquisition and India expansion. Target increases to $17.63 from $16.77. Buy rating retained.

This report was published on November 12, 2025.

Target price is $17.63 Current Price is $13.72 Difference: $3.91
If MP1 meets the Jarden target it will return approximately 28% (excluding dividends, fees and charges).
Current consensus price target is $14.92, suggesting upside of 9.0%(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 9.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 144.42.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is -4.4, 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:

Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 24.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 56.69.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is -0.1, 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 N/A.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

NEC    NINE ENTERTAINMENT CO. HOLDINGS LIMITED

Print, Radio & TV – Overnight Price: $1.10

Jarden rates ((NEC)) as Overweight (2) –

Nine Entertainment’s AGM update flagged weaker Television advertising, with September and October Television revenues down mid-high single digits vs broadly flat previously expected.

This prompted Jarden to lower FY26 EPS forecast by -11% after trimming Television revenue estimate by -4%. The earnings impact is cushioned in valuation terms due to Television’s lower multiple versus Publishing and Stan.

The company’s Investor Day emphasised Publishing reaching a digital inflection point, especially the AFR, with 73% digital revenue and a 16% digital subscription compounded annual growth over six years. The broker lifted FY26 Publishing EBITDA estimate by 7%.

Overweight. Target cut to $1.25 from $1.30.

This report was published on November 13, 2025.

Target price is $1.25 Current Price is $1.10 Difference: $0.15
If NEC meets the Jarden target it will return approximately 14% (excluding dividends, fees and charges).
Current consensus price target is $1.54, suggesting upside of 39.0%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 5.20 cents and EPS of 7.50 cents.
At the last closing share price the estimated dividend yield is 4.73%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.67.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 9.1, implying annual growth of 38.7%.
Current consensus DPS estimate is 6.2, implying a prospective dividend yield of 5.6%.
Current consensus EPS estimate suggests the PER is 12.2.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 6.30 cents and EPS of 9.00 cents.
At the last closing share price the estimated dividend yield is 5.73%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.22.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 10.7, implying annual growth of 17.6%.
Current consensus DPS estimate is 7.6, implying a prospective dividend yield of 6.8%.
Current consensus EPS estimate suggests the PER is 10.4.

Market Sentiment: 0.3
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: $0.35

Canaccord Genuity rates ((OMA)) as Speculative Buy (1) –

Omega Oil & Gas has signed a binding letter of intent with Helmerich & Payne Drilling for a 2026-2027 drill program, with the contract covering three firm vertical wells and four optional wells.

Canaccord Genuity points to a finalisation of the detailed forward work program in 4Q2025, as well as the announcement of the rig contract.

First drill results are expected mid-2026, and an updated resource-to-reserve announcement in 2H2026.

No change to Speculative Buy rating and 84c target.

This report was published on November 12, 2025.

Target price is $0.84 Current Price is $0.35 Difference: $0.49
If OMA meets the Canaccord Genuity target it will return approximately 140% (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 21.87.

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 23.33.

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

OML    OOH!MEDIA LIMITED

Out of Home Advertising – Overnight Price: $1.27

Canaccord Genuity rates ((OML)) as Buy (1) –

oOh!media’s trading update showed improved momentum through 3Q2025, though a softer start to 4Q has led to FY25 revenue guidance being revised below market expectations.

The broker notes revenue grew 7% y/y in 3Q, but October softness and the loss of the Auckland contract are expected to result in a slight Q4 revenue decline.

Management guided to 2025 revenue $689–694m, gross margin around 43%, and earnings (EBITDA) to $139–142m, around -8% below consensus.

While short-term visibility remains limited amid a weaker Australian media market, Canaccord remains positive on the structural growth outlook for out-of-home advertising.

 Buy rating retained with target price lowered  to $1.75 from $2.00, reflecting trimmed EPS estimates.

This report was published on November 10, 2025.

Target price is $1.75 Current Price is $1.27 Difference: $0.48
If OML meets the Canaccord Genuity target it will return approximately 38% (excluding dividends, fees and charges).
Current consensus price target is $1.82, suggesting upside of 43.0%(ex-dividends)
The company’s fiscal year ends in December.

Forecast for FY25:

Canaccord Genuity forecasts a full year FY25 dividend of 5.72 cents and EPS of 11.00 cents.
At the last closing share price the estimated dividend yield is 4.50%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.55.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 12.5, implying annual growth of 82.7%.
Current consensus DPS estimate is 5.7, implying a prospective dividend yield of 4.5%.
Current consensus EPS estimate suggests the PER is 10.2.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 6.53 cents and EPS of 12.40 cents.
At the last closing share price the estimated dividend yield is 5.14%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.24.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 14.0, implying annual growth of 12.0%.
Current consensus DPS estimate is 6.4, implying a prospective dividend yield of 5.0%.
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

PPE    PEOPLEIN LIMITED

Jobs & Skilled Labour Services – Overnight Price: $0.84

Canaccord Genuity rates ((PPE)) as Initiation of coverage with Buy (1) –

Canaccord Genuity initiates coverage on PeopleIN with a Buy rating and a $1.45 target price, citing strong positioning to benefit from QLD’s $116.8bn infrastructure program and the 2032 Brisbane Olympics.

Around 42% of revenue is generated in QLD, and the analyst expects demand for workers to rise materially from 2H26, accelerating through FY27. The broker also notes improving macro conditions and business confidence should drive renewed demand for staffing solutions as interest rates ease.

Short-term disruption from delays in the Pacific Australia Labour Mobility program is expected to normalise in late 2H26, with expansion into new sectors such as aged care, early learning, hospitality, and construction.

The company’s growing diversification across healthcare, community, and professional services is seen as appealing. Further opportunity is seen in defence contracts following the Pukpuk treaty.

This report was published on November 6, 2025.

Target price is $1.45 Current Price is $0.84 Difference: $0.605
If PPE 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 16.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 5.28.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 4.00 cents and EPS of 19.00 cents.
At the last closing share price the estimated dividend yield is 4.73%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 4.45.

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

RXL    ROX RESOURCES LIMITED

Gold & Silver – Overnight Price: $0.38

Canaccord Genuity rates ((RXL)) as Speculative Buy (1) –

Canaccord notes Rox Resources has begun underground mining at its 100%-owned Youanmi project in Western Australia, with the first cut fired and decline development underway.

Commissioning of the batch plant is imminent, highlights the broker, enabling continuous mining to commence shortly.

The analysts note debt providers have reaffirmed indicative term sheets consistent with expected funding needs on competitive terms.

The upcoming definitive feasibility study (DFS) is expected to confirm a 7-year mine life producing 124kozpa at competitive costs (AISC) of -$1,955/oz and pre-production capex of -$350m.

Canaccord maintains a Speculative Buy rating and $1.10 target.

This report was published on November 10, 2025.

Target price is $1.10 Current Price is $0.38 Difference: $0.72
If RXL meets the Canaccord Genuity target it will return approximately 189% (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 2.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 19.00.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 2.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 19.00.

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: $6.48

Petra Capital rates ((SHA)) as Buy (1) –

Petra Capital views Shape Australia’s -$25m acquisition of Arden Group as strategically positive, enhancing its fit-out leadership and expanding into the facilities management sector.

Arden’s facilities business provides exposure to an $11.9bn market growing at 3% annually, highlights the analyst, while its higher-margin retail projects should lift group profitability.

Arden generates around $50m revenue and $6.2m earnings (EBITDA) and is expected by management to be 10-14% EPS accretive from 2H26.

The analysts see scope for further accretive acquisitions and margin expansion across offices.

Petra Capital retains a Buy rating and lifts its target by 6.3% to $7.12.

This report was published on November 13, 2025.

Target price is $7.12 Current Price is $6.48 Difference: $0.64
If SHA meets the Petra Capital target it will return approximately 10% (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 28.90 cents and EPS of 32.10 cents.
At the last closing share price the estimated dividend yield is 4.46%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.19.

Forecast for FY27:

Petra Capital forecasts a full year FY27 dividend of 36.90 cents and EPS of 41.00 cents.
At the last closing share price the estimated dividend yield is 5.69%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.80.

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: $2.77

Jarden rates ((SLC)) as Upgrade to Buy from Overweight (1) –

Jarden upgrades Superloop to Buy from Overweight with a higher target of $3.40 from $3.20 post FY26 guidance was offered for earnings (EBITDA) up between 18-27% on FY25.

The recent share price weakness is considered an attractive entry point as a high growth, high margin business which is providing fibre infrastructure to greenfield developments, student accommodation, build to rent and retirement living, or smart communities.

The analyst estimates active lots can achieve a CAGR of around 16% over the next five years through to FY30. Near term Jarden’s earnings forecast is tweaked lower by -1% for FY26 due to a lower wholesale price update and lower Origin Energy ((ORG)) subscribers past FY26.

Longer term the smart communities underpin EPS upgrades which generate a lift in longer term EPS estimates by 10%, hence the rise in target price.

This report was published on November 13, 2025.

Target price is $3.40 Current Price is $2.77 Difference: $0.63
If SLC meets the Jarden target it will return approximately 23% (excluding dividends, fees and charges).
Current consensus price target is $3.53, suggesting upside of 28.8%(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 7.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 36.93.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 6.8, implying annual growth of 2733.3%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 40.3.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 10.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 26.38.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 8.3, implying annual growth of 22.1%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 33.0.

Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

SPG    SPC GLOBAL HOLDINGS LIMITED

Food, Beverages & Tobacco – Overnight Price: $0.41

Canaccord Genuity rates ((SPG)) as Buy (1) –

SPC Global’s board composition update is viewed favourably by Canaccord Genuity, noting the appointment of Andrew Reitzer as independent Chair marks another step in the company’s governance and strategic progression.

The broker highlights recent achievements, including beating FY25 prospectus earnings (EBITDA) forecasts, and debt refinancing with CommBank ((CBA)) as Senior Lender, improved working capital management, new international distribution deals, and the introduction of FY26 guidance targets.

Canaccord reiterates its Buy rating and 85c target. The upcoming AGM on November 24 is seen as the next key catalyst for operating updates.

This report was published on November 11, 2025.

Target price is $0.85 Current Price is $0.41 Difference: $0.44
If SPG meets the Canaccord Genuity target it will return approximately 107% (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 3.02 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 13.58.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 1.77 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 23.16.

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

WC8    WILDCAT RESOURCES LIMITED

New Battery Elements – Overnight Price: $0.28

Canaccord Genuity rates ((WC8)) as Speculative Buy (1) –

Canaccord Genuity has transferred coverage of Wildcat Resources to analyst Reg Spencer following the July 2025 preliminary feasibility study (PFS) for the Tabba Tabba lithium project.

The PFS outlined a staged open-pit and underground operation producing up to 565ktpa, with life-of-mine costs (AISC) of -US$658/t and capex of -US$687m, presenting a robust and capital-efficient development base, suggests the broker.

Optimisation work ahead of the 2026 definitive feasibility study (DFS) includes petalite and tantalum co-products, mine plan improvements, and resource expansion at Han and Hutt.

With $51m cash, Wildcat remains well funded through study phases, assesses Canaccord.

Unchanged Speculative Buy rating and 50c target.

This report was published on November 12, 2025.

Target price is $0.50 Current Price is $0.28 Difference: $0.225
If WC8 meets the Canaccord Genuity target it will return approximately 82% (excluding dividends, fees and charges).

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

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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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