BUBS AUSTRALIA LIMITED (BUB)
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01/06/2026

1

Speculative Buy

$0.135

62.65%

Bell Potter views the FY26 trading update from Bubs Australia as expected, albeit it was a downgrade from management's prior guidance, but aligned with the analyst's expectations following the 3Q26 update.

FY26 revenue guidance of $105m-$115m compares with prior guidance of $120m-$125m and the broker's forecast of $113.5m. Management has also lowered guidance for FY26 earnings.

Bell Potter tweaks earnings (EBITDA) forecasts down -6% for FY27 but lifts FY28 by 12%.

The target price slips to 13.5c from 14.5c. No change to the Speculative Buy rating.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.40 cents.
Bell Potter forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.10 cents.

03/06/2026

1

Buy

$0.16

92.77%

Shaw and Partners maintains a Buy rating for Bubs Australia with a $0.16 target price following a well-performing full-year trading update.

Although regional headwinds persist, commentary highlights performance inside the core United States market remains highly robust with expected store ranging expanding past 10,000 locations in July 2026.

Progress toward permanent FDA approval tracks steadily in its final structural review stages to act as a significant near-term catalyst, the report concludes.

Short-term profitability metrics carry localised air freight cost burdens required for inventory re-stocking, which are now completely concluding.

Revisions to the revenue guidance baseline reflect a 9% underlying growth trajectory while forward financial model estimates remain entirely unchanged.

FORECAST
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.30 cents.
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.20 cents.