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Australian Broker Call Report


REA

TARGET PRICE $211.00

Buy

10 Feb 2026

Bell Potter

REA Group’s first half result slightly missed Bell Potter's estimates. The result was supported by stronger by yields, partially offset by a decline in volumes. The broker observes the...


REA

TARGET PRICE $225.00

Hold

09 Feb 2026

Ord Minnett

Ord Minnett feels the sell-off in REA Group shares is overdone after first-half FY26 revenue and earnings came in only modestly below expectations, triggering an almost -8% share price decline. ...


REA

TARGET PRICE $230.00

Upgrade to Buy from Accumulate

09 Feb 2026

Morgans

Post REA Group's 1H26 result which basically met Morgans' expectations, the analyst upgrades the stock to Buy from Accumulate with the result reflecting the strength of the company's ...


REA

TARGET PRICE $200.00

Neutral

09 Feb 2026

Macquarie

REA Group announced 1H26 net profit after tax up 9% y/y, to $341m, which slightly missed Macquarie and consensus forecasts by -1%. The analyst considers medium term earnings growth remains and ...


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