Daily Market Reports | Feb 12 2026
This story features ALPHA HPA LIMITED, and other companies.
For more info SHARE ANALYSIS: A4N
The company is included in ASX300 and ALL-ORDS
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COMPANIES DISCUSSED IN THIS ISSUE
Click on a symbol for fast access.
The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)
A4N AEM ALL AUB AUE AZY BPT (2) COF CQR (2) DXC FCL LNW MGH NEU RGN SDF SKS STK TTM
A4N ALPHA HPA LIMITED
Aluminium, Bauxite & Alumina – Overnight Price: $0.70
Canaccord Genuity rates ((A4N)) as Initiation of coverage with Speculative Buy (1) –
Canaccord initiates coverage on Alpha HPA at Speculative Buy with a $1.20 target, arguing the market is under pricing the Gladstone HPA First opportunity in high purity alumina used in lithium-ion batteries, LEDs and semiconductor applications.
The broker sees tightening ex-China supply, with demand expected to outpace new supply through 2030.
Pricing assumptions have been lifted, supported by recent open orders averaging around US$29.6/kg.
Canaccord believes the project offers strong operating leverage, with earnings (EBITDA) breakeven achievable at roughly 19% of nameplate capacity.
This report was published on February 6, 2026.
Target price is $1.20 Current Price is $0.70 Difference: $0.5
If A4N meets the Canaccord Genuity target it will return approximately 71% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 EPS of minus 2.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 33.33.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 EPS of 0.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 175.00.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AEM ADVANCED ENERGY MINERALS LIMITED
Aluminium, Bauxite & Alumina – Overnight Price: $0.51
Canaccord Genuity rates ((AEM)) as Initiation of coverage with Speculative Buy (1) –
Canaccord Genuity initiates coverage of Advanced Energy Minerals at Speculative Buy with a $1.15 target.
The broker sees the company as a near-term beneficiary of rising demand for high purity alumina used in semiconductors and lithium-ion batteries.
Stage 1 at the Cap-Chat project is expected to ramp to 3,000tpa, with longer-term expansion to 6,000tpa positioning the company as a meaningful ex-China supplier.
Canaccord highlights the low-carbon process and modular expansion pathway as key differentiators in securing customer offtake.
This report was published on February 6, 2026.
Target price is $1.15 Current Price is $0.51 Difference: $0.64
If AEM meets the Canaccord Genuity target it will return approximately 125% (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 4.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 12.14.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 EPS of 4.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.44.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ALL ARISTOCRAT LEISURE LIMITED
Gaming – Overnight Price: $53.03
Jarden rates ((ALL)) as Buy (1) –
Jarden highlights resilient US land-based gaming demand, with 4Q25 commercial GGR up 1.4% y/y and tribal markets underpinning CPI-plus growth, supporting a constructive backdrop for suppliers.
Game performance data to December shows Aristorcrat Leisure and Light & Wonder ((LNW)) dominating premium Gaming Ops, representing around 83% of top-performing leased units, with Aristocrat maintaining leadership via Dragon Link and Phoenix Link, while Light & Wonder gains momentum across new releases.
Jarden retains a Buy rating and $72 target for Aristocrat Leisure.
This report was published on February 5, 2026.
Target price is $72.00 Current Price is $53.03 Difference: $18.97
If ALL meets the Jarden target it will return approximately 36% (excluding dividends, fees and charges).
Current consensus price target is $72.49, suggesting upside of 39.2%(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 1.98%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.30.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 269.7, implying annual growth of 17.6%.
Current consensus DPS estimate is 96.7, implying a prospective dividend yield of 1.9%.
Current consensus EPS estimate suggests the PER is 19.3.
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 2.17%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.03.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 301.0, implying annual growth of 11.6%.
Current consensus DPS estimate is 109.0, implying a prospective dividend yield of 2.1%.
Current consensus EPS estimate suggests the PER is 17.3.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AUB AUB GROUP LIMITED
Insurance – Overnight Price: $25.89
Jarden rates ((AUB)) as Overweight (2) –
Jarden assesses AI as a medium-term headwind for general insurance brokers, estimating around 35% of Steadfast Group’s ((SDF)) earnings at risk versus around 16% for AUB Group, driven by Steadfast’s higher exposure to personal lines and small enterprise.
The broker does not expect wholesale disintermediation, arguing the likely impact is margin pressure in retail broking rather than redundancy, with agencies and wholesale broking viewed as more insulated.
Jarden believes both groups are positioned to defend through existing broker technology platforms, diversified service offerings and scale advantages, while regulatory settings should keep advice “human-in-the-loop” for some time.
Jarden retains Overweight ratings on both Steadfast and AUB, with a $38.20 for the latter.
This report was published on February 6, 2026.
Target price is $38.20 Current Price is $25.89 Difference: $12.31
If AUB meets the Jarden target it will return approximately 48% (excluding dividends, fees and charges).
Current consensus price target is $38.42, suggesting upside of 50.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 104.00 cents and EPS of 190.20 cents.
At the last closing share price the estimated dividend yield is 4.02%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.61.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 188.1, implying annual growth of 21.8%.
Current consensus DPS estimate is 102.5, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 13.6.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 116.00 cents and EPS of 212.20 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 12.20.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 204.3, implying annual growth of 8.6%.
Current consensus DPS estimate is 111.3, implying a prospective dividend yield of 4.4%.
Current consensus EPS estimate suggests the PER is 12.5.
Market Sentiment: 1.0
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: $0.76
Canaccord Genuity rates ((AUE)) as Speculative Buy (1) –
Canaccord reiterates Speculative Buy on Aurum Resources with a $1.50 target following further strong drilling at the Boundiali Gold Project in Cote d’Ivoire.
Recent results from BDT3 and BMT3 continue to demonstrate high-grade continuity at depth, supporting near-term resource growth ahead of an update later this month, commentary suggests.
Drilling at BDT2 underpins the core open pit inventory, while step-out work at BDT1 confirms the system remains open along strike.
With a PFS due this quarter and 100,000m of drilling planned in 2026, Canaccord sees multiple catalysts to drive resource expansion and development momentum.
This report was published on February 5, 2026.
Target price is $1.50 Current Price is $0.76 Difference: $0.74
If AUE meets the Canaccord Genuity target it will return approximately 97% (excluding dividends, fees and charges).
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AZY ANTIPA MINERALS LIMITED
Mining – Overnight Price: $0.67
Canaccord Genuity rates ((AZY)) as Speculative Buy (1) –
Canaccord maintains Speculative Buy on Antipa Minerals with a $1.25 target following the final batch of CY25 drilling at Minyari Dome in the Paterson Province.
The broker highlights multiple new discoveries close to planned infrastructure, including a new high-grade lode north of Fiama and a new large-scale target at Minyari Northern Repeat.
A new copper discovery at Yolanda is seen as an early-stage growth opportunity, with follow-up drilling planned in 1HCY26.
Canaccord expects these results to feed into a February 2026 resource update and continues to view Minyari Dome as a Havieron-scale mineralised system.
This report was published on February 5, 2026.
Target price is $1.25 Current Price is $0.67 Difference: $0.58
If AZY meets the Canaccord Genuity target it will return approximately 87% (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
BPT BEACH ENERGY LIMITED
Crude Oil – Overnight Price: $1.13
Canaccord Genuity rates ((BPT)) as Hold (3) –
Beach Energy’s 1H FY26 result was broadly in line, Canaccord Genuity notes, with higher realised gas prices and Waitsia LNG cargoes offsetting lower production impacted by Cooper Basin flooding.
Production of 9.5MMboe was down -7%, although FY26 guidance of 19.7–22.0MMboe was maintained, with Waitsia ramp-up expected to support a stronger second half.
The interim dividend was cut to 1cps, well below the 40–50% payout policy, reinforcing a focus on balance sheet flexibility, the broker surmises.
Buy retained, with the target price raised to $1.35 from $1.26.
This report was published on February 6, 2026.
Target price is $1.35 Current Price is $1.13 Difference: $0.22
If BPT meets the Canaccord Genuity target it will return approximately 19% (excluding dividends, fees and charges).
Current consensus price target is $1.10, suggesting downside of -1.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 9.00 cents and EPS of 13.70 cents.
At the last closing share price the estimated dividend yield is 7.96%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.25.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 14.8, implying annual growth of N/A.
Current consensus DPS estimate is 3.0, implying a prospective dividend yield of 2.7%.
Current consensus EPS estimate suggests the PER is 7.5.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 3.00 cents and EPS of 12.70 cents.
At the last closing share price the estimated dividend yield is 2.65%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.90.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 16.2, implying annual growth of 9.5%.
Current consensus DPS estimate is 5.2, implying a prospective dividend yield of 4.7%.
Current consensus EPS estimate suggests the PER is 6.9.
Market Sentiment: -0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((BPT)) as Sell (5) –
Beach Energy’s 1H26 result delivered underlying EBITDA of $558m, ahead of consensus, but the 1.0c interim dividend materially missed expectations, signalling capital preservation.
Jarden believes the low payout and new debt facilities point to inorganic growth ambitions, with management screening east coast gas-weighted M&A under strict gearing and $8-9/GJ breakeven hurdles.
FY26 guidance was largely unchanged, though swap gas repayments and further Waitsia and Otway capex are expected to weigh on free cash flow in coming years.
Jarden retains a Sell rating and lifts the target to 91c from 90c.
This report was published on February 5, 2026.
Target price is $0.91 Current Price is $1.13 Difference: minus $0.22 (current price is over target).
If BPT meets the Jarden target it will return approximately minus 19% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $1.10, suggesting downside of -1.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 15.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.20.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 14.8, implying annual growth of N/A.
Current consensus DPS estimate is 3.0, implying a prospective dividend yield of 2.7%.
Current consensus EPS estimate suggests the PER is 7.5.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 17.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.65.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 16.2, implying annual growth of 9.5%.
Current consensus DPS estimate is 5.2, implying a prospective dividend yield of 4.7%.
Current consensus EPS estimate suggests the PER is 6.9.
Market Sentiment: -0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
COF CENTURIA OFFICE REIT
REITs – Overnight Price: $1.03
Moelis rates ((COF)) as Buy (1) –
Centuria Office REIT delivered strong first half leasing, which Moelis believes has de-risked near-term earnings, although cash cover remains tight.
The broker highlights 29k sqm, or 10.7% of net leasable assets, was leased in 1H26, reducing remaining FY26 expiries to 3.9% of income, while vacancy edged up to 9.4%.
Like-for-like net operating income appears to have stabilised, but rising debt and interest costs are expected to erode much of the benefit from rental growth.
Forecast changes reflect stronger 1H26 leasing, the sale of 9 Help St Chatswood, and higher interest rate assumptions, with forecast FY28 net profit after tax cut by -7.6%.
Moelis retains a Buy rating with the target price reduced to $1.57 from $1.61.
This report was published on February 5, 2026.
Target price is $1.57 Current Price is $1.03 Difference: $0.54
If COF meets the Moelis target it will return approximately 52% (excluding dividends, fees and charges).
Current consensus price target is $1.07, suggesting upside of 4.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 10.10 cents and EPS of 11.50 cents.
At the last closing share price the estimated dividend yield is 9.81%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.96.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.4, implying annual growth of N/A.
Current consensus DPS estimate is 10.1, implying a prospective dividend yield of 9.9%.
Current consensus EPS estimate suggests the PER is 8.9.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 10.10 cents and EPS of 11.90 cents.
At the last closing share price the estimated dividend yield is 9.81%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.66.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 12.1, implying annual growth of 6.1%.
Current consensus DPS estimate is 10.2, implying a prospective dividend yield of 10.0%.
Current consensus EPS estimate suggests the PER is 8.4.
Market Sentiment: -0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CQR CHARTER HALL RETAIL REIT
REITs – Overnight Price: $3.98
Jarden rates ((CQR)) as Overweight (2) –
Charter Hall Retail REIT’s 1H26 result was marginally ahead of consensus, with FFO of 13.0c, while FY26 FFO and DPU guidance was unchanged following the AGM upgrade, Jarden notes.
A $1.6bn debt refinancing reduced debt margins by 40bps to 125bps, offsetting higher base rates, with covenant settings loosened, the broker notes.
The analyst highlights the convenience retail portfolio remains defensive given CPI-linked leases, but argues rate volatility is eroding the benefit, with low cap rates requiring substantial rental growth to justify.
Overweight retained and target cut to $4.50 from $4.65.
This report was published on February 6, 2026.
Target price is $4.50 Current Price is $3.98 Difference: $0.52
If CQR meets the Jarden target it will return approximately 13% (excluding dividends, fees and charges).
Current consensus price target is $4.24, suggesting upside of 7.3%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 26.1, implying annual growth of -29.1%.
Current consensus DPS estimate is 25.6, implying a prospective dividend yield of 6.5%.
Current consensus EPS estimate suggests the PER is 15.1.
Forecast for FY27:
Current consensus EPS estimate is 27.2, implying annual growth of 4.2%.
Current consensus DPS estimate is 26.2, implying a prospective dividend yield of 6.6%.
Current consensus EPS estimate suggests the PER is 14.5.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Moelis rates ((CQR)) as Upgrade to Buy from Hold (1) –
Charter Hall Retail REIT has transitioned over the last two years to having just 46% of shopping centres in its portfolio from being a pure convenience shopping centre owner, and the remixing of its property portfolio has been largely earnings accretive, Moelis notes.
Continued capital recycling, a -40 basis points reduction in debt margins and timely hedge activity have largely offset the impact of higher interest rates on the outlook.
Following a -11% decline in the share price over the past six months, the broker considers the stock now in value territory and upgrades to Buy from Hold. Target is raised to $4.48 from $4.33.
This report was published on February 9, 2026.
Target price is $4.48 Current Price is $3.98 Difference: $0.5
If CQR meets the Moelis target it will return approximately 13% (excluding dividends, fees and charges).
Current consensus price target is $4.24, suggesting upside of 7.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 25.50 cents and EPS of 26.40 cents.
At the last closing share price the estimated dividend yield is 6.41%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.08.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 26.1, implying annual growth of -29.1%.
Current consensus DPS estimate is 25.6, implying a prospective dividend yield of 6.5%.
Current consensus EPS estimate suggests the PER is 15.1.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 26.80 cents and EPS of 27.80 cents.
At the last closing share price the estimated dividend yield is 6.73%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.32.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 27.2, implying annual growth of 4.2%.
Current consensus DPS estimate is 26.2, implying a prospective dividend yield of 6.6%.
Current consensus EPS estimate suggests the PER is 14.5.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
DXC DEXUS CONVENIENCE RETAIL REIT
REITs – Overnight Price: $2.83
Moelis rates ((DXC)) as Buy (1) –
Dexus Convenience Retail REIT maintains income streams that are highly defensive and predictable, Moelis asserts, with long WALE, fixed revenue growth and an accretive development pipeline.
The Glasshouse Mountains northbound development is expected to be completed in the second half of FY26 and the southbound stage to commence late in 2026, reaching completion in FY28.
Additional fund-through acquisitions have been announced, amid a total value of $35m and expected yield on cost of 5.5-6.0%. The broker considers the current entry point in the stock compelling and maintains a Buy rating. Target rises to $3.60 from $3.51.
This report was published on February 9, 2026.
Target price is $3.60 Current Price is $2.83 Difference: $0.77
If DXC meets the Moelis target it will return approximately 27% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 20.90 cents and EPS of 20.90 cents.
At the last closing share price the estimated dividend yield is 7.39%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.54.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 20.60 cents and EPS of 20.60 cents.
At the last closing share price the estimated dividend yield is 7.28%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.74.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
FCL FINEOS CORPORATION HOLDINGS PLC
Cloud services – Overnight Price: $2.44
Moelis rates ((FCL)) as Upgrade to Buy from Hold (1) –
Moelis upgrades Fineos Corp to Buy from Hold, noting successful execution of large scale projects has underpinned the company’s competitive position.
The business has set clear medium to longer term goals with management targeting 75% of revenue from subscriptions in FY29 and 40% EBITDA margins, with slowing investment in R&D.
The broker ascertains 2025 guidance is aligned with progress towards these goals. FX headwinds will deliver revenue at the lower end of guidance, commentary points out, which adds to some uncertainty about estimates for 2026.
Currency is an external factor and does not detract from underlying progress, Moelis adds. Target is $3.27.
This report was published on February 9, 2026.
Target price is $3.27 Current Price is $2.44 Difference: $0.83
If FCL meets the Moelis target it will return approximately 34% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY25:
Moelis forecasts a full year FY25 dividend of 0.00 cents and EPS of minus 1.06 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 231.28.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.88 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 277.59.
This company reports in EUR. 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
LNW LIGHT & WONDER INC
Gaming – Overnight Price: $164.20
Jarden rates ((LNW)) as Buy (1) –
Jarden highlights resilient US land-based gaming demand, with 4Q25 commercial GGR up 1.4% y/y and tribal markets underpinning CPI-plus growth, supporting a constructive backdrop for suppliers.
Game performance data to December shows Aristorcrat Leisure ((ALL)) and Light & Wonder dominating premium Gaming Ops, representing around 83% of top-performing leased units, with Aristocrat maintaining leadership via Dragon Link and Phoenix Link, while Light & Wonder gains momentum across new releases.
Jarden retains a Buy rating and $195 target for Light & Wonder.
This report was published on February 5, 2026.
Target price is $195.00 Current Price is $164.20 Difference: $30.8
If LNW meets the Jarden target it will return approximately 19% (excluding dividends, fees and charges).
Current consensus price target is $205.00, suggesting upside of 33.4%(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 1022.10 cents.
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 819.0, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 18.8.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 1203.35 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.65.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1035.6, implying annual growth of 26.4%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 14.8.
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
MGH MAAS GROUP HOLDINGS LIMITED
Building Products & Services – Overnight Price: $4.35
Canaccord Genuity rates ((MGH)) as Buy (1) –
Canaccord Genuity retains Buy on Maas Group after the company agreed to sell its Construction Materials division to Heidelberg Materials for up to $1,703m.
The broker views the deal as a strategic reset, with proceeds expected to strengthen the balance sheet and fund a pivot toward digital infrastructure and electrification.
Maas is also taking a $100m minority stake in Firmus, following an initial contract win in December, which Canaccord sees as an early foothold in data centre-related work.
Forecasts are unchanged at this stage, but the target price is cut to $5.04 from $5.36 to reflect execution risk and lower near-term visibility.
This report was published on February 5, 2026.
Target price is $5.04 Current Price is $4.35 Difference: $0.69
If MGH 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 8.00 cents and EPS of 26.00 cents.
At the last closing share price the estimated dividend yield is 1.84%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.73.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 10.00 cents and EPS of 33.00 cents.
At the last closing share price the estimated dividend yield is 2.30%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.18.
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: $13.43
Petra Capital rates ((NEU)) as Buy (1) –
Share in Neuren Pharmaceuticals resumed trade after a halt, with Petra Capital arguing the FDA update did not justify market concern.
For HIE, FDA broadly supports the company’s proposed one-month safety and PK study, but requires an additional juvenile animal study before an IND can be filed.
Petra views this as positive, expects minimal cost and timing impact, and still sees a late-2026 start as achievable.
For Pitt Hopkins, FDA indicated a controlled trial could require two co-primary endpoints, which Petra sees as increasing design and recruitment complexity.
Buy is retained. Forecasts and target price of $29.96 are under review, with Petra flagging trial commencement risk slipping into early 2027.
This report was published on February 5, 2026.
Target price is $29.96 Current Price is $13.43 Difference: $16.53
If NEU meets the Petra Capital target it will return approximately 123% (excluding dividends, fees and charges).
Current consensus price target is $24.57, suggesting upside of 84.0%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Petra Capital forecasts a full year FY25 dividend of 0.00 cents.
How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 13.7, implying annual growth of -87.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 97.4.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 0.00 cents.
How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 14.8, implying annual growth of 8.0%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 90.2.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RGN REGION GROUP
REITs – Overnight Price: $2.28
Moelis rates ((RGN)) as Buy (1) –
Region Group delivered a solid 1H26 result, with EPS of 7.9c, up 3.9%, and DPS of 6.9c, up 3.0%, with FY26 EPS guidance lifted slightly to 16.0c.
Comparable net operating income grew 3.7% on improved leasing conditions, with specialty spreads of plus-3.4%, fixed rent reviews up to 4.3% and vacancy down to 4.5%.
NTA rose 4% to $2.56, cap rates tightened to 5.87%, gearing eased to 32.7% and a $16m buyback was completed.
Moelis retains a Buy rating and lifts the target to $2.68 from $2.63.
This report was published on February 10, 2026.
Target price is $2.68 Current Price is $2.28 Difference: $0.4
If RGN meets the Moelis target it will return approximately 18% (excluding dividends, fees and charges).
Current consensus price target is $2.37, suggesting upside of 4.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 14.10 cents and EPS of 16.00 cents.
At the last closing share price the estimated dividend yield is 6.18%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.25.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 15.8, implying annual growth of -13.6%.
Current consensus DPS estimate is 14.1, implying a prospective dividend yield of 6.2%.
Current consensus EPS estimate suggests the PER is 14.4.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 14.70 cents and EPS of 16.70 cents.
At the last closing share price the estimated dividend yield is 6.45%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.65.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 16.5, implying annual growth of 4.4%.
Current consensus DPS estimate is 14.7, implying a prospective dividend yield of 6.5%.
Current consensus EPS estimate suggests the PER is 13.8.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SDF STEADFAST GROUP LIMITED
Insurance – Overnight Price: $4.57
Jarden rates ((SDF)) as Overweight (2) –
Jarden assesses AI as a medium-term headwind for general insurance brokers, estimating around 35% of Steadfast Group earnings at risk versus around 16% for AUB Group ((AUB)), driven by Steadfast’s higher exposure to personal lines and small enterprise.
The broker does not expect wholesale disintermediation, arguing the likely impact is margin pressure in retail broking rather than redundancy, with agencies and wholesale broking viewed as more insulated.
Jarden believes both groups are positioned to defend through existing broker technology platforms, diversified service offerings and scale advantages, while regulatory settings should keep advice “human-in-the-loop” for some time.
Jarden retains an Overweight ratings on both Steadfast and AUB with a $6.25 target for Steadfast.
This report was published on February 6, 2026.
Target price is $6.25 Current Price is $4.57 Difference: $1.68
If SDF meets the Jarden target it will return approximately 37% (excluding dividends, fees and charges).
Current consensus price target is $6.15, suggesting upside of 39.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 20.80 cents and EPS of 33.10 cents.
At the last closing share price the estimated dividend yield is 4.55%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.81.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 32.0, implying annual growth of 5.4%.
Current consensus DPS estimate is 21.2, implying a prospective dividend yield of 4.8%.
Current consensus EPS estimate suggests the PER is 13.8.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 22.20 cents and EPS of 35.10 cents.
At the last closing share price the estimated dividend yield is 4.86%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.02.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 34.1, implying annual growth of 6.6%.
Current consensus DPS estimate is 21.8, implying a prospective dividend yield of 5.0%.
Current consensus EPS estimate suggests the PER is 12.9.
Market Sentiment: 0.6
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SKS SKS TECHNOLOGIES GROUP LIMITED
Technology – Overnight Price: $4.28
Canaccord Genuity rates ((SKS)) as Buy (1) –
SKS Technologies has secured around $60m in new contract wins, including work on NextDC’s ((NXT)) M3 Stage 4 development, prompting an upgrade to FY26 guidance.
Canaccord Genuity lifts FY26 revenue guidance to $340m from $320m and profit before tax to $34m from $28.8m, with forecast upgrades flowing through to FY27 and FY28.
The broker estimates around $350m of its circa $390m FY27 revenue forecast is already largely locked in, leaving roughly $40m to be secured, which it views as achievable given pipeline strength.
The analyst retains a Buy rating and the target price increases to $4.62 from $4.09.
This report was published on February 5, 2026.
Target price is $4.62 Current Price is $4.28 Difference: $0.34
If SKS meets the Canaccord Genuity target it will return approximately 8% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 EPS of 22.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.45.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 EPS of 25.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.12.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
STK STRICKLAND METALS LIMITED
Mining – Overnight Price: $0.23
Canaccord Genuity rates ((STK)) as Speculative Buy (1) –
Strickland Metals has reported further strong drill results from the Gradina deposit at its Rogozna Project in Serbia, extending mineralisation beyond the current 1.2Moz gold resource, Canaccord Genuity explains.
Recent intersections confirm broad, skarn-hosted gold mineralisation and demonstrate continuity across the Gap Zone between the northern and southern portions of the system.
Canaccord continues to model a potential 3.5Mtpa development at Rogozna producing around 192kozpa AuEq over a 10-year mine life, albeit on preliminary assumptions and a Speculative Buy is retained with a $0.65 target
This report was published on February 5, 2026.
Target price is $0.65 Current Price is $0.23 Difference: $0.42
If STK meets the Canaccord Genuity target it will return approximately 183% (excluding dividends, fees and charges).
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
TTM TITAN MINERALS LIMITED
Gold & Silver – Overnight Price: $0.97
Canaccord Genuity rates ((TTM)) as Speculative Buy (1) –
Titan Minerals has reported further strong drill results from the Cerro Verde prospect at its Dynasty Gold Project in Ecuador, extending mineralisation below the current 3.1Moz resource.
Canaccord Genuity notes extensional drilling at Brecha-Comanche has more than doubled the vertical extent of mineralisation to around 400m below surface, supporting confidence in additional ounces ahead of a March resource update.
Speculative Buy rating retained with a $1.95 target.
This report was published on February 5, 2026.
Target price is $1.95 Current Price is $0.97 Difference: $0.98
If TTM meets the Canaccord Genuity target it will return approximately 101% (excluding dividends, fees and charges).
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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