Daily Market Reports | Feb 18 2026
This story features AUSSIE BROADBAND LIMITED, and other companies.
For more info SHARE ANALYSIS: ABB
The company is included in ASX200, ASX300 and ALL-ORDS
An additional news report on the recommendation, valuation, forecast and opinion changes and updates for ASX-listed equities.
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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)
ABB AD8 ASK AVH AZJ BRE BSL BVS BWP (2) CEH COH (2) DPM DSK DXI ERD EVN GQG NST PDN PEX PME SMI THL TPW WA1 WBC WJL
ABB AUSSIE BROADBAND LIMITED
Telecommunication – Overnight Price: $4.95
Canaccord Genuity rates ((ABB)) as Buy (1) –
Aussie Broadband will acquire AGL Telco ((AGL)) and together with the More/Tangerine deal Canaccord Genuity calculates the business will have added 450,000-500,000 subscribers in six months, positioning it as the third-largest NBN service provider in the market.
With the benefit of recent deals and other organic ggrowth, as well as the closure of Buddy, the broker is now forecasting a three-year EBITDA compound growth rate of 22%.
Canaccord Genuity believes challenger telcos are well-positioned to benefit from the NBN speed changes and take share from incumbents, retaining a Buy rating and $6.85 target.
This report was published on February 12, 2026.
Target price is $6.85 Current Price is $4.95 Difference: $1.9
If ABB meets the Canaccord Genuity target it will return approximately 38% (excluding dividends, fees and charges).
Current consensus price target is $5.94, suggesting upside of 20.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 6.10 cents and EPS of 17.90 cents.
At the last closing share price the estimated dividend yield is 1.23%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 27.65.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 19.6, implying annual growth of 75.2%.
Current consensus DPS estimate is 6.4, implying a prospective dividend yield of 1.3%.
Current consensus EPS estimate suggests the PER is 25.3.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 10.40 cents and EPS of 26.20 cents.
At the last closing share price the estimated dividend yield is 2.10%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.89.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 26.2, implying annual growth of 33.7%.
Current consensus DPS estimate is 8.2, implying a prospective dividend yield of 1.7%.
Current consensus EPS estimate suggests the PER is 18.9.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AD8 AUDINATE GROUP LIMITED
Hardware & Equipment – Overnight Price: $3.53
Moelis rates ((AD8)) as Buy (1) –
Moelis contends waning market appetite for investment-led growth and technology has weighed on the Audinate Group share price, yet there is a profitable business underneath its growth ambitions.
The company, having warned previously that operating costs will be 25% higher in FY26, is now suggesting this will be more like 20%. Guidance for gross profit growth of 13-15% has been retained and this implies an acceleration in the second half.
The broker calculates the business needs to deliver 17-21% gross profit uplift in the second half to achieve guidance.
Moelis reduces cost estimates as a result of the update, which in turn generates an upgrade to underlying EBITDA estimates. Buy rating and $7.08 target.
This report was published on February 16, 2026.
Target price is $7.08 Current Price is $3.53 Difference: $3.55
If AD8 meets the Moelis target it will return approximately 101% (excluding dividends, fees and charges).
Current consensus price target is $4.80, suggesting upside of 36.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 15.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 22.34.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -19.1, 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.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 11.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 30.96.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -17.2, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is N/A.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ASK ABACUS STORAGE KING
REITs – Overnight Price: $1.56
Jarden rates ((ASK)) as Overweight (2) –
On first inspection, Jarden notes Abacus Storage King’s 1H26 result was slightly softer than expected at the earnings line.
Funds from operations came in at 3.12c versus 3.4c for Jarden and 3.3c consensus, with established portfolio RevPAM growth of 1.5% considered weak relative to portfolio quality, while occupancy eased to 90.5% and WACR to 5.42%.
FY26 distribution guidance was maintained at 6.2c, in line with both Jarden and consensus expectations.
Jarden highlights potential investor focus on funding costs and internalisation progress, amid shifting rate expectations and sector M&A activity.
Overweight. Target $1.65.
This report was published on February 16, 2026.
Target price is $1.65 Current Price is $1.56 Difference: $0.09
If ASK meets the Jarden target it will return approximately 6% (excluding dividends, fees and charges).
Current consensus price target is $1.58, suggesting upside of 1.0%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 6.5, implying annual growth of -70.5%.
Current consensus DPS estimate is 6.2, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 24.0.
Forecast for FY27:
Current consensus EPS estimate is 6.8, implying annual growth of 4.6%.
Current consensus DPS estimate is 6.4, implying a prospective dividend yield of 4.1%.
Current consensus EPS estimate suggests the PER is 22.9.
Market Sentiment: 0.3
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: $1.19
Canaccord Genuity rates ((AVH)) as Hold (3) –
Canaccord Genuity maintains a Hold rating on Avita Medical with a $1.25 target after 4Q25 results met expectations, and FY26 guidance was consistent with last month’s update.
FY26 revenue guidance of US$80-85m was retained, with Medicare Administrative Contractor (MAC) payment levels largely restored, explains the broker. Cost reductions continued and debt was refinanced, though revenue covenants remain tight, in the analysts’ view.
The broker suggests the sales field force can now refocus on driving Recell GO, targeting larger burn cases, and Recell GOmini, a scaled, cost-effective option for full-thickness traumatic injuries.
This report was published on February 16, 2026.
Target price is $1.25 Current Price is $1.19 Difference: $0.06
If AVH meets the Canaccord Genuity target it will return approximately 5% (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 148.59 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 0.80.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 102.64 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 1.16.
This company reports in USD. 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
AZJ AURIZON HOLDINGS LIMITED
Transportation & Logistics – Overnight Price: $3.94
Jarden rates ((AZJ)) as Upgrade to Overweight from Neutral (2) –
Aurizon delivered 1H26 Core NPAT of $237m, an 8% beat to consensus, driven by improved Coal and a sharp turnaround in Bulk earnings.
Bulk EBIT more than doubled y/y to $49m, marking the first period of underlying growth in around two years, while Coal EBIT of $192m was well ahead of expectations and de-risked FY26 forecasts.
FY26 EBITDA guidance was maintained at $1,680-1,750m and appears conservative, with Jarden lifting FY26 Core EPS by 3.5% and incorporating a higher circa 90% payout ratio and additional $100m on-market buyback.
The broker highlights improving earnings visibility and lower capex intensity as supportive of stronger free cash flow from FY27.
Jarden upgrades to Overweight from Neutral and raises the target to $3.90 from $3.45.
This report was published on February 16, 2026.
Target price is $3.90 Current Price is $3.94 Difference: minus $0.04 (current price is over target).
If AZJ meets the Jarden target it will return approximately minus 1% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $3.42, suggesting downside of -13.2%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 22.20 cents and EPS of 25.00 cents.
At the last closing share price the estimated dividend yield is 5.63%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.76.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 24.6, implying annual growth of 82.2%.
Current consensus DPS estimate is 20.7, implying a prospective dividend yield of 5.3%.
Current consensus EPS estimate suggests the PER is 16.0.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 26.50 cents and EPS of 28.70 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 13.73.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 26.7, implying annual growth of 8.5%.
Current consensus DPS estimate is 23.3, implying a prospective dividend yield of 5.9%.
Current consensus EPS estimate suggests the PER is 14.8.
Market Sentiment: -0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BRE BRAZILIAN RARE EARTHS LIMITED
Rare Earth Minerals – Overnight Price: $3.95
Canaccord Genuity rates ((BRE)) as Speculative Buy (1) –
Canaccord Genuity highlights Brazilian Rare Earths’ Monte Alto test work showing greater than 90% process yields, supporting development potential.
This outcome is seen as enhancing feed grades and lowering costs ahead of a maiden mineral resource estimate (MRE) and Scoping Study in mid-2026.
The broker points to favourable metallurgy and integrated refinery potential, with pilot optimisation commencing in June. It’s felt a proposed Amargosa bauxite spin-out could unlock material valuation upside.
Rare earth and bauxite tailwinds strengthen the investment case, the analyst argues, with updated modelling lifting valuation assumptions.
Canaccord retains a Speculative Buy rating and raises its target to $8.00 from $7.30.
This report was published on February 12, 2026.
Target price is $8.00 Current Price is $3.95 Difference: $4.05
If BRE meets the Canaccord Genuity target it will return approximately 103% (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
BSL BLUESCOPE STEEL LIMITED
Steel & Scrap – Overnight Price: $28.00
Jarden rates ((BSL)) as Neutral (3) –
BlueScope Steel’s 1H26 result was slightly ahead of Jarden’s expectations, with strength in North Star offsetting a weaker Australian Steel Products outcome.
While 2H26 EBIT guidance of $620-700m is broadly in line, the analyst flags the inclusion of $76m from the West Dapto property sale implies a 5-6% underlying downgrade across operating businesses, with Australia the key disappointment.
The broker highlights a more aggressive capital management stance under the new CEO, including a higher net debt target of $1.5bn and an ordinary dividend policy lifted to $1.30 pa through the cycle, alongside a flagged $310m buyback through calendar 2026.
Jarden upgrades FY26 EPS by 11% on stronger near-term US spreads, but downgrades FY27-28 on a weaker Australian outlook and higher net interest costs.
Neutral retained and target cut to $29.00 from $32.00.
This report was published on February 17, 2026.
Target price is $29.00 Current Price is $28.00 Difference: $1
If BSL meets the Jarden target it will return approximately 4% (excluding dividends, fees and charges).
Current consensus price target is $28.58, suggesting upside of 2.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 130.00 cents and EPS of 195.00 cents.
At the last closing share price the estimated dividend yield is 4.64%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.36.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 183.4, implying annual growth of 860.7%.
Current consensus DPS estimate is 83.3, implying a prospective dividend yield of 3.0%.
Current consensus EPS estimate suggests the PER is 15.3.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 130.00 cents and EPS of 187.60 cents.
At the last closing share price the estimated dividend yield is 4.64%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.93.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 201.0, implying annual growth of 9.6%.
Current consensus DPS estimate is 83.3, implying a prospective dividend yield of 3.0%.
Current consensus EPS estimate suggests the PER is 13.9.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BVS BRAVURA SOLUTIONS LIMITED
Wealth Management & Investments – Overnight Price: $2.02
Canaccord Genuity rates ((BVS)) as Upgrade to Buy from Hold (1) –
Canaccord Genuity, on further contemplation of the Bravura Solutions first half results, upgrades to Buy from Hold and raises the target to $2.73 from $2.00.
Strong cost discipline and improved customer sentiment are paving the way for a stronger FY26-27 than the broker had expected and revenue estimates are upgraded by 5-6% while cash EBITDA is raised 19-31% across the forecast period.
Earlier, Canaccord Genuity noted Bravura Solutions posted a strong beat across all major revenue and earnings lines, supported by lower cash earnings.
The key for the shares to trade higher should be be the new CEO’s commentary on costs into 2H26, noting some further small headcount reductions seen over the half.
This report was published on February 11, 2026.
Target price is $2.73 Current Price is $2.02 Difference: $0.71
If BVS meets the Canaccord Genuity target it will return approximately 35% (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 9.20 cents and EPS of 11.30 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 17.88.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 7.50 cents and EPS of 11.60 cents.
At the last closing share price the estimated dividend yield is 3.71%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.41.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BWP BWP TRUST
REITs – Overnight Price: $3.80
Jarden rates ((BWP)) as Upgrade to Neutral from Underweight (3) –
BWP Trust’s 1H26 result came in slightly ahead of expectations, supported by stronger property income rather than any change in distribution guidance. Funds from operations were 9.7c, above both Jarden and consensus, while FY26 DPU guidance was held at 19.41c.
The analyst highlights occupancy at a cyclical low of 96.7% but expects improvement towards around 99% by the end of FY26, alongside an elevated FY26 capex program of -$60-70m which is expected to be accretive once projects complete.
The broker lifts FFO forecasts by 3.1% for FY26, 1.3% for FY27 and 1.2% for FY28 and upgrades the stock to Neutral from Underweight and raises the target price to $3.95 from $3.85.
This report was published on February 13, 2026.
Target price is $3.95 Current Price is $3.80 Difference: $0.15
If BWP meets the Jarden target it will return approximately 4% (excluding dividends, fees and charges).
Current consensus price target is $4.06, suggesting upside of 6.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 19.40 cents and EPS of 19.40 cents.
At the last closing share price the estimated dividend yield is 5.11%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.59.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 19.0, implying annual growth of -49.0%.
Current consensus DPS estimate is 19.3, implying a prospective dividend yield of 5.1%.
Current consensus EPS estimate suggests the PER is 20.0.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 19.70 cents and EPS of 19.50 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 19.49.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 20.1, implying annual growth of 5.8%.
Current consensus DPS estimate is 20.0, implying a prospective dividend yield of 5.3%.
Current consensus EPS estimate suggests the PER is 18.9.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Moelis rates ((BWP)) as Hold (3) –
BWP Trust posted first half distributable income of $69m, which is ahead of what was implied by guidance provided six months ago.
Moelis points out rising debts costs will affect the medium term earnings outlook while there should be operating improvements in FY27 as repositioned projects come online.
The broker considers the share price “relatively resilient”, having outperformed the broader sector by 13% over the past six months. Based on its estimates the current 5.2% dividend yield improves to 5.5% by FY28. Hold rating. Target edges up to $3.85 from $3.80.
This report was published on February 16, 2026.
Target price is $3.85 Current Price is $3.80 Difference: $0.05
If BWP meets the Moelis target it will return approximately 1% (excluding dividends, fees and charges).
Current consensus price target is $4.06, suggesting upside of 6.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 19.40 cents and EPS of 19.20 cents.
At the last closing share price the estimated dividend yield is 5.11%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.79.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 19.0, implying annual growth of -49.0%.
Current consensus DPS estimate is 19.3, implying a prospective dividend yield of 5.1%.
Current consensus EPS estimate suggests the PER is 20.0.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 19.40 cents and EPS of 19.40 cents.
At the last closing share price the estimated dividend yield is 5.11%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.59.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 20.1, implying annual growth of 5.8%.
Current consensus DPS estimate is 20.0, implying a prospective dividend yield of 5.3%.
Current consensus EPS estimate suggests the PER is 18.9.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CEH COAST ENTERTAINMENT HOLDINGS LIMITED
Travel, Leisure & Tourism – Overnight Price: $0.57
Canaccord Genuity rates ((CEH)) as Buy (1) –
Coast Entertainment delivered 108% like-for-like earnings (EBITDA) growth in 1H26, with margins up by 740bps, highlights Canaccord Genuity. Theme Parks earnings beat the analyst’s forecasts by 16%, reflecting strong operating leverage.
The broker notes attendances rose 32% like-for-like and deferred revenue increased 43%, supporting momentum into 2026. Cash closed at $37.6m, with capex broadly in line.
Canaccord retains a Buy rating and target of $0.68.
This report was published on February 13, 2026.
Target price is $0.68 Current Price is $0.57 Difference: $0.11
If CEH meets the Canaccord Genuity target it will return approximately 19% (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 0.00 cents.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 57.00.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
COH COCHLEAR LIMITED
Medical Equipment & Devices – Overnight Price: $199.81
Canaccord Genuity rates ((COH)) as Buy (1) –
Cochlear’s 1H26 profit was in line with Canaccord Genuity’s forecast but -5% adrift of the consensus expectation. FY26 guidance of $435-460m was maintained, albeit skewed to the lower end amid FX headwinds, explain the analysts.
The broker notes results for Services have normalised and Acoustics was flat, with the market braced for a downgrade. Attention centres on the Nexa next-generation cochlear implant platform from 2H26, suggests the broker.
Nexa’s upgradeable platform could drive multi-year double-digit device growth, the analysts believe, underpinning medium-term confidence.
Canaccord retains a Buy rating and target of $330.
This report was published on February 13, 2026.
Target price is $330.00 Current Price is $199.81 Difference: $130.19
If COH meets the Canaccord Genuity target it will return approximately 65% (excluding dividends, fees and charges).
Current consensus price target is $245.24, suggesting upside of 22.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 460.00 cents and EPS of 664.80 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 30.06.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 652.1, implying annual growth of 9.7%.
Current consensus DPS estimate is 464.4, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 30.6.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 510.00 cents and EPS of 739.80 cents.
At the last closing share price the estimated dividend yield is 2.55%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 27.01.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 723.0, implying annual growth of 10.9%.
Current consensus DPS estimate is 514.3, implying a prospective dividend yield of 2.6%.
Current consensus EPS estimate suggests the PER is 27.6.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((COH)) as Neutral (3) –
Cochlear’s 1H26 result undershot expectations, with underlying NPAT of $194.8m down -5.2% y/y and below consensus, marking a fourth consecutive miss, Jarden stresses.
Management now expects FY26 NPAT at the bottom of the $435-460m range, with a stronger AUD creating an additional -$30m headwind and gross margin guidance reduced to 73%, partly offset by tighter SG&A control.
The Nexa implant rollout was slower than anticipated due to software and contracting delays, allowing competitors to discount in key developed markets and putting the 10%-plus unit growth target at risk.
Jarden cuts EPS forecasts by -8.7% for FY26, -18.0% for FY27 and -21.1% for FY28, citing revenue pressure, FX headwinds and competitive intensity but retains a Neutral rating and the target price is reduced to $224.00 from $278.51.
This report was published on February 13, 2026.
Target price is $224.00 Current Price is $199.81 Difference: $24.19
If COH meets the Jarden target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $245.24, suggesting upside of 22.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 442.00 cents and EPS of 620.80 cents.
At the last closing share price the estimated dividend yield is 2.21%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 32.19.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 652.1, implying annual growth of 9.7%.
Current consensus DPS estimate is 464.4, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 30.6.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 488.70 cents and EPS of 696.90 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 28.67.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 723.0, implying annual growth of 10.9%.
Current consensus DPS estimate is 514.3, implying a prospective dividend yield of 2.6%.
Current consensus EPS estimate suggests the PER is 27.6.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
DPM DPM METALS INC
Gold & Silver – Overnight Price: $51.35
Canaccord Genuity rates ((DPM)) as Buy (1) –
DPM Metals posted full year results where cash costs exceeded both guidance and Canaccord Genuity’s forecasts. The variance was primarily attributed to price and FX movements relative to assumptions.
The three-year outlook is largely in line with forecasts with slightly lower gold production expected in 2028 and modestly higher costs in 2027 and 2028.
The broker considers 2025 was a strategically constructive year and favours the stock given its consistent operating execution, Balkans-focused asset base and organically funded growth profile. Buy rating and CAD62 target.
This report was published on February 11, 2026.
Current Price is $51.35. Target price not assessed.
The company’s fiscal year ends in December.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
DSK DUSK GROUP LIMITED
Household & Personal Products – Overnight Price: $0.96
Canaccord Genuity rates ((DSK)) as Buy (1) –
Dusk delivered a profitable 1H26, observes Canaccord Genuity, with sales of $91.8m and resilient gross margins despite promotions.
Peak trading strengthened through November to January, supported by a product refresh and improved availability, explain the analysts.
The broker highlights “huge prospects” for AfterGlow concept stores, which generated 24% like-for-like growth and higher average transaction values.
Net cash of $35.8m and a fully franked 4cps interim dividend underscore balance sheet strength, in the broker’s view.
Canaccord retains a Buy rating and target of $1.20.
This report was published on February 13, 2026.
Target price is $1.20 Current Price is $0.96 Difference: $0.24
If DSK meets the Canaccord Genuity target it will return approximately 25% (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 7.00 cents and EPS of 10.00 cents.
At the last closing share price the estimated dividend yield is 7.29%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.60.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 9.00 cents and EPS of 12.00 cents.
At the last closing share price the estimated dividend yield is 9.38%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.00.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
DXI DEXUS INDUSTRIA REIT
REITs – Overnight Price: $2.51
Moelis rates ((DXI)) as Buy (1) –
Dexus Industria REIT posted a “solid” operating result in the first half with portfolio vacancies down to 0.3% and 7.6% leasing spreads, Moelis observes. The business is now a pure play industrial A-REIT with accretive earnings from the development pipeline.
There is ample capacity on the balance sheet to deliver the remaining $180m in development expenditure planned for Jandakot. The broker retains a Buy rating with a $3.38 target.
This report was published on February 13, 2026.
Target price is $3.38 Current Price is $2.51 Difference: $0.87
If DXI meets the Moelis target it will return approximately 35% (excluding dividends, fees and charges).
Current consensus price target is $2.91, suggesting upside of 15.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 16.60 cents and EPS of 17.40 cents.
At the last closing share price the estimated dividend yield is 6.61%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.43.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 17.4, implying annual growth of -34.4%.
Current consensus DPS estimate is 16.6, implying a prospective dividend yield of 6.6%.
Current consensus EPS estimate suggests the PER is 14.4.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 16.80 cents and EPS of 18.30 cents.
At the last closing share price the estimated dividend yield is 6.69%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.72.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 18.1, implying annual growth of 4.0%.
Current consensus DPS estimate is 16.9, implying a prospective dividend yield of 6.7%.
Current consensus EPS estimate suggests the PER is 13.9.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ERD EROAD LIMITED
Transportation & Logistics – Overnight Price: $0.79
Moelis rates ((ERD)) as Buy (1) –
Eroad has shifted its strategy back towards Australasia with a focus on electronic road user charging. Moelis does not change short-term estimates but in response to the shift of priority away from North America revises longer term growth estimates for the region.
The broker contends that the business benefits from a home ground advantage in New Zealand, a market set to transform and grow in 2027.
The upcoming resignation of the CEO is considered the latest in a sequence of events that highlight the changes underway for the business. Buy rating. Target is $1.63.
This report was published on February 12, 2026.
Target price is $1.63 Current Price is $0.79 Difference: $0.84
If ERD meets the Moelis target it will return approximately 106% (excluding dividends, fees and charges).
The company’s fiscal year ends in March.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 2.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 30.35.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.72 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 110.03.
This company reports in NZD. 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
EVN EVOLUTION MINING LIMITED
Gold & Silver – Overnight Price: $14.91
Canaccord Genuity rates ((EVN)) as Hold (3) –
First half earnings from Evolution Mining were in line with estimates while the interim dividend, fully franked, of $0.20 per security was 33% higher than Canaccord Genuity expected.
The balance sheet has significantly de-leveraged with the business finishing the first half with cash of $967m. Development of Northparkes has been approved and first ore is expected from the end of FY30.
The broker continues to like the attractive free cash flow yield, enhanced flexibility on the balance sheet and the leverage to gold and copper. Hold rating is retained on valuation. Target rises to $14.20 from $13.85.
This report was published on February 12, 2026.
Target price is $14.20 Current Price is $14.91 Difference: minus $0.71 (current price is over target).
If EVN meets the Canaccord Genuity target it will return approximately minus 5% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $14.12, suggesting downside of -5.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 39.00 cents and EPS of 87.00 cents.
At the last closing share price the estimated dividend yield is 2.62%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 17.14.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 110.9, implying annual growth of 138.5%.
Current consensus DPS estimate is 48.8, implying a prospective dividend yield of 3.3%.
Current consensus EPS estimate suggests the PER is 13.4.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 51.00 cents and EPS of 119.00 cents.
At the last closing share price the estimated dividend yield is 3.42%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.53.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 114.0, implying annual growth of 2.8%.
Current consensus DPS estimate is 67.0, implying a prospective dividend yield of 4.5%.
Current consensus EPS estimate suggests the PER is 13.1.
Market Sentiment: -0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
GQG GQG PARTNERS INC
Wealth Management & Investments – Overnight Price: $1.76
Jarden rates ((GQG)) as Overweight (2) –
GQG Partners’ 2025 result was broadly as expected, but Jarden argues the investment case remains constrained by accelerating outflows despite recent improvement in relative performance.
FY25 NPAT was slightly ahead of both Jarden and consensus, helped by tighter cost control, while base fees of 48.4bps were broadly in line and performance fees were negligible.
The broker highlights January outflows annualising at around -30% of FUM, with the latest February update implying roughly -US$1bn of net outflows to date, and argues meaningful multi-year outperformance is still required before flows stabilise.
Jarden lifts 2026 EPS by 3%, but trims 2027 by -2% and FY28 by -8% as it builds in a higher outflow track across the medium term and retains a Neutral rating with the target price cut to $1.75 from $2.10.
This report was published on February 13, 2026.
Target price is $1.75 Current Price is $1.76 Difference: minus $0.01 (current price is over target).
If GQG meets the Jarden target it will return approximately minus 1% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $1.91, suggesting upside of 8.4%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 21.45 cents and EPS of 23.74 cents.
At the last closing share price the estimated dividend yield is 12.19%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.41.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 21.3, implying annual growth of N/A.
Current consensus DPS estimate is 21.6, implying a prospective dividend yield of 12.3%.
Current consensus EPS estimate suggests the PER is 8.3.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 21.45 cents and EPS of 22.67 cents.
At the last closing share price the estimated dividend yield is 12.19%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.76.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 21.4, implying annual growth of 0.5%.
Current consensus DPS estimate is 20.0, implying a prospective dividend yield of 11.4%.
Current consensus EPS estimate suggests the PER is 8.2.
This company reports in USD. 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
NST NORTHERN STAR RESOURCES LIMITED
Gold & Silver – Overnight Price: $28.23
Canaccord Genuity rates ((NST)) as Buy (1) –
Northern Star delivered 1H FY26 earnings (EBITDA) of $1,876m, up 34% year-on-year and slightly ahead of Canaccord Genuity’s forecast. Profit of $760m met the broker’s expectation, while the 25c fully franked dividend exceeded the 20c expected by consensus.
The analysts highlight net cash of $293m and $2.7bn of liquidity. It’s noted KCGM expansion remains on schedule, with higher production targeted through FY29, while the Hemi final investment decision (FID) is anticipated in FY27.
Group FY26 guidance was unchanged, and stronger 2H free cash flow is expected by the analysts.
Canaccord retains a Buy rating and lowers its target to $33.80 from $34.15.
This report was published on February 12, 2026.
Target price is $33.80 Current Price is $28.23 Difference: $5.57
If NST meets the Canaccord Genuity target it will return approximately 20% (excluding dividends, fees and charges).
Current consensus price target is $31.43, suggesting upside of 11.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 52.00 cents and EPS of 149.00 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 18.95.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 154.7, implying annual growth of 37.3%.
Current consensus DPS estimate is 57.3, implying a prospective dividend yield of 2.0%.
Current consensus EPS estimate suggests the PER is 18.2.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 67.00 cents and EPS of 278.00 cents.
At the last closing share price the estimated dividend yield is 2.37%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.15.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 231.8, implying annual growth of 49.8%.
Current consensus DPS estimate is 76.9, implying a prospective dividend yield of 2.7%.
Current consensus EPS estimate suggests the PER is 12.2.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
PDN PALADIN ENERGY LIMITED
Uranium – Overnight Price: $11.88
Canaccord Genuity rates ((PDN)) as Buy (1) –
Paladin Energy’s 1H FY26 result was broadly in line with Canaccord Genuity’s expectations, with operations marginally cash flow positive at US$3.3m. Langer Heinrich is viewed as nearing an inflection point as mining and plant ramp-up progress.
The broker points to seven consecutive quarterly production increases, with 2H output expected to drive a FY26 beat. It’s noted net cash strengthened to US$238m, supporting balance sheet flexibility.
With most resources exposed to market pricing, the analysts see strategic leverage to uranium deficits and exploration upside.
Canaccord retains a Buy rating and raises its target to $16.00 from $15.95.
This report was published on February 13, 2026.
Target price is $16.00 Current Price is $11.88 Difference: $4.12
If PDN meets the Canaccord Genuity target it will return approximately 35% (excluding dividends, fees and charges).
Current consensus price target is $11.93, suggesting upside of 0.4%(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 2.64 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 450.85.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 10.8, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 110.0.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 35.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 33.37.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 49.3, implying annual growth of 356.5%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 24.1.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
PEX PEEL MINING LIMITED
Mining – Overnight Price: $0.18
Canaccord Genuity rates ((PEX)) as Downgrade to Hold from Speculative Buy (3) –
Peel Mining has entered into a transformational $214m Scheme of Arrangement, says Canaccord Genuity, under which its Cobar neighbour, Aeris Resources ((AIS)) will acquire 100% of the company.
Canaccord Genuity sees this arrangement as a strategic Cobar consolidation.
The broker notes consideration of 0.3363 Aeris shares plus NewCo stock, implying 19c per share for copper assets and 4.4c for demerged assets. Overall, this represents a 46% premium to the pre-announcement price, highlight the analysts.
Downgrade to Hold from Speculative Buy. Target of 20c retained.
This report was published on February 13, 2026.
Target price is $0.20 Current Price is $0.18 Difference: $0.02
If PEX meets the Canaccord Genuity target it will return approximately 11% (excluding dividends, fees and charges).
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
PME PRO MEDICUS LIMITED
Medical Equipment & Devices – Overnight Price: $125.96
Canaccord Genuity rates ((PME)) as Buy (1) –
Following interim results for Pro Medicus, Canaccord Genuity lowers its target to $180.82 from $350.00, partly due to a new take from replacement analyst Madelaine Williams.
The broker’s medium-term revenue downgrades reflect revised assumptions for new contract wins and a more measured pace of market penetration.
Interim revenue of $124.8m rose 28%, though modestly below the analysts’ forecast, while margins expanded. Total contracted value stands at $1.08bn, with the Trinity contract ramping from October 2026.
The business is fundamentally sound, according to the broker, with AI concerns viewed as overstated given long-term contracts and integration optionality.
Competitive dynamics are evolving, the analysts observe, but medium-term growth remains supported by US penetration and adjacent modalities.
This report was published on February 13, 2026.
Target price is $180.82 Current Price is $125.96 Difference: $54.86
If PME meets the Canaccord Genuity target it will return approximately 44% (excluding dividends, fees and charges).
Current consensus price target is $259.00, suggesting upside of 105.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 74.00 cents and EPS of 247.00 cents.
At the last closing share price the estimated dividend yield is 0.59%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 51.00.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 185.4, implying annual growth of 68.1%.
Current consensus DPS estimate is 67.8, implying a prospective dividend yield of 0.5%.
Current consensus EPS estimate suggests the PER is 67.9.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 99.00 cents and EPS of 198.00 cents.
At the last closing share price the estimated dividend yield is 0.79%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 63.62.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 187.1, implying annual growth of 0.9%.
Current consensus DPS estimate is 89.8, implying a prospective dividend yield of 0.7%.
Current consensus EPS estimate suggests the PER is 67.3.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SMI SANTANA MINERALS LIMITED
Gold & Silver – Overnight Price: $0.89
Canaccord Genuity rates ((SMI)) as Speculative Buy (1) –
Canaccord Genuity highlights Santana Minerals has secured land access and a 30-year Mining Permit for the Bendigo-Ophir Gold Project.
This outcome is seen as materially de-risking development, with Fast-Track approval targeted by October 2026.
The broker notes an $85m cash balance following a $63m raising, funding early works and exploration.
Recent drilling at Rise & Shine confirmed high-grade extensions beyond the current mine plan, highlight the analysts.
Speculative Buy rating maintained. Target slips to $2.20 from $2.30.
This report was published on February 12, 2026.
Target price is $2.20 Current Price is $0.89 Difference: $1.31
If SMI meets the Canaccord Genuity target it will return approximately 147% (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 44.50.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 89.00.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
THL TOURISM HOLDINGS LIMITED
Travel, Leisure & Tourism – Overnight Price: $1.97
Jarden rates ((THL)) as Reinstates coverage with Overweight (2) –
Tourism Holdings is showing early signs of recovery, with Jarden pointing to improving trading momentum and a more constructive earnings outlook.
The broker forecasts FY26 normalised NPAT of around NZ$43.6m, up from NZ$28.7m in FY25, largely driven by higher RevPARV and cost initiatives, and expects 1H26 NPAT of about NZ$30m given the typical first-half skew.
Management is targeting more than NZ$100m of NPAT over the next three to four years, supported by plans to lift the fleet to around 9,000 vehicles, improve utilisation and reduce net debt, while Jarden factors in a potential exit of the UK/Ireland business.
Jarden reinstates coverage with an Overweight rating and raises the target price to NZ$3.49 from NZ$3.00.
This report was published on February 13, 2026.
Current Price is $1.97. Target price not assessed.
Current consensus price target is $2.65, suggesting upside of 34.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 7.18 cents and EPS of 17.68 cents.
At the last closing share price the estimated dividend yield is 3.64%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.14.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 18.0, implying annual growth of N/A.
Current consensus DPS estimate is 7.8, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 10.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 10.77 cents and EPS of 26.66 cents.
At the last closing share price the estimated dividend yield is 5.47%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.39.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 27.8, implying annual growth of 54.4%.
Current consensus DPS estimate is 11.8, implying a prospective dividend yield of 6.0%.
Current consensus EPS estimate suggests the PER is 7.1.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
TPW TEMPLE & WEBSTER GROUP LIMITED
Furniture & Renovation – Overnight Price: $8.00
Canaccord Genuity rates ((TPW)) as Buy (1) –
Temple & Webster posted an increase in first half revenue of 20% and adjusted EBITDA of $16m which represents an EBITDA margin of 4.2%. Canaccord Genuity notes the business met its targets and expects these to hold up for the remainder of the year.
The broker acknowledges investors have questioned the long-term margin targets, given there is little apparent operating leverage as the company scales its business.
The broker highlights the “best in class online performance”. Buy rating unchanged. Target is reduced to $16.50 from $22.50.
This report was published on February 12, 2026.
Target price is $16.50 Current Price is $8.00 Difference: $8.5
If TPW meets the Canaccord Genuity target it will return approximately 106% (excluding dividends, fees and charges).
Current consensus price target is $15.88, suggesting upside of 98.5%(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 8.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 100.00.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 9.9, implying annual growth of 4.0%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 80.8.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 13.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 61.54.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 18.2, implying annual growth of 83.8%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 44.0.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
WA1 WA1 RESOURCES LIMITED
Industrial Metals – Overnight Price: $15.27
Canaccord Genuity rates ((WA1)) as Speculative Buy (1) –
Canaccord Genuity has analysed the niobium market, which is small-volume and high-value. Niobium features on both the US and EU critical minerals lists.
The broker feels confident there will be an addressable market when WA1 Resources starts production and envisages further upside in growing volumes beyond the base case.
Given the critical nature of the project it is expected to continue receiving strong government support and the broker updates modelling to take into account mining, processing and G&A costs as well as make assumptions on the production costs of ferroniobium.
Target rises to $32 from $28 and a Speculative Buy rating is retained.
This report was published on February 13, 2026.
Target price is $32.00 Current Price is $15.27 Difference: $16.73
If WA1 meets the Canaccord Genuity target it will return approximately 110% (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
WBC WESTPAC BANKING CORPORATION
Banks – Overnight Price: $40.74
Jarden rates ((WBC)) as Underweight (4) –
Westpac’s 1Q26 trading update was solid on the surface, but Jarden argues the stock now enters a higher-risk execution phase as the Unite technology simplification program moves into large-scale customer migrations.
Cash NPAT of $1.9bn represented around 54% of Jarden’s 1H26 estimate, with revenue up 1% and net interest income up 2%, although NIM slipped -1bp to 1.94% as core NIM fell -3bps on competition and a lower rate environment.
Jarden leaves FY26-28 EPS forecasts unchanged and notes capital remains sensitive to the RAMS settlement and the remaining circa $1bn buyback.
The broker warns banking valuations look stretched in a historical contect and retains a Underweight rating, with target price held at $32.00.
This report was published on February 13, 2026.
Target price is $32.00 Current Price is $40.74 Difference: minus $8.74 (current price is over target).
If WBC meets the Jarden target it will return approximately minus 21% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $35.97, suggesting downside of -11.7%(ex-dividends)
The company’s fiscal year ends in September.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 155.00 cents and EPS of 200.70 cents.
At the last closing share price the estimated dividend yield is 3.80%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.30.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 211.9, implying annual growth of 4.9%.
Current consensus DPS estimate is 161.4, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 19.2.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 157.00 cents and EPS of 198.40 cents.
At the last closing share price the estimated dividend yield is 3.85%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.53.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 221.0, implying annual growth of 4.3%.
Current consensus DPS estimate is 167.2, implying a prospective dividend yield of 4.1%.
Current consensus EPS estimate suggests the PER is 18.4.
Market Sentiment: -0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
WJL WEBJET GROUP LIMITED
Travel, Leisure & Tourism – Overnight Price: $0.55
Jarden rates ((WJL)) as Overweight (2) –
Webjet Group has ended takeover discussions with Helloworld ((HLO)) and BGH after no binding proposals emerged, leaving the market refocused on trading momentum and the FY30 strategy, Jarden comments.
Jarden notes FY26 earnings (EBITDA) guidance has been trimmed to $28-29m, around -8% below the prior outlook and modestly below market expectations, with continued weakness in domestic travel offsetting early benefits from the brand relaunch.
Despite softer conditions, the broker sees margin resilience through improving revenue per booking and a better international mix, and highlights a strong 1H26 net cash position of $112m supporting the restart of a $25m buyback.
Jarden cuts FY26-28 NPAT forecasts by -6% to -9% and expects execution and competitive intensity to remain key swing factors, while retaining an Overweight rating. Target is reduced to $1.00 from $1.10.
This report was published on February 13, 2026.
Target price is $1.00 Current Price is $0.55 Difference: $0.45
If WJL meets the Jarden target it will return approximately 82% (excluding dividends, fees and charges).
The company’s fiscal year ends in March.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 4.00 cents and EPS of 3.60 cents.
At the last closing share price the estimated dividend yield is 7.27%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.28.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 3.00 cents and EPS of 5.60 cents.
At the last closing share price the estimated dividend yield is 5.45%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.82.
Market Sentiment: 0.0
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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For more info SHARE ANALYSIS: HLO - HELLOWORLD TRAVEL LIMITED
For more info SHARE ANALYSIS: NST - NORTHERN STAR RESOURCES LIMITED
For more info SHARE ANALYSIS: PDN - PALADIN ENERGY LIMITED
For more info SHARE ANALYSIS: PEX - PEEL MINING LIMITED
For more info SHARE ANALYSIS: PME - PRO MEDICUS LIMITED
For more info SHARE ANALYSIS: SMI - SANTANA MINERALS LIMITED
For more info SHARE ANALYSIS: THL - TOURISM HOLDINGS LIMITED
For more info SHARE ANALYSIS: TPW - TEMPLE & WEBSTER GROUP LIMITED
For more info SHARE ANALYSIS: WA1 - WA1 RESOURCES LIMITED
For more info SHARE ANALYSIS: WBC - WESTPAC BANKING CORPORATION
For more info SHARE ANALYSIS: WJL - WEBJET GROUP LIMITED