Skip to content Skip to sidebar Skip to footer

Tech Stocks

Test text

Nanosonics (ASX:NAN) Revenue Up 9%, But Operating Leverage Still Missing

Nanosonics Investors Want Margin Accretion, This Half Did Not Deliver It Nanosonics saw its share price fall 7% to around $3.35 today after what looked like a fairly moderate half year result. The business delivered broad based growth, but profitability was slightly softer, which is where the market seemed to focus. Here is the quick snapshot. …

ByCharlie YouldenFebruary 24, 2026

Electro Optic Systems (ASX:EOS) A 20% Re Rate on Confidence, Not Clean Earnings

Contracted Revenue Up 238%, Market Looks Through the Noise Electro Optic Systems had a pretty substantial re rate, up 20%. On the surface, FY25 looks like a mixed earnings print, and the price action suggests investors are anchoring to one core line item, contracted revenue. At the same time, there were a number of accounting…

ByCharlie YouldenFebruary 23, 2026

Nuix (ASX:NXL) Looks Cheap on 6x EBITDA, Is the Turnaround Real?

The Nuix Flywheel Is Turning, Bigger Deals, Better Margins Nuix is one to keep on the watchlist. At first glance, it is coming off a profitable start to H1 FY26 and, on an EBITDA multiple of roughly 6x, it screens as cheap for a SaaS style business that appears to be building momentum. Revenue reached $121m,…

ByCharlie YouldenFebruary 23, 2026

Anthropic: This 5-year old US$380bn company is behind ChatGPT’s rival Claude and could IPO later this year!

Anthropic did not even exist 5 years ago, but its most recent funding round valued it at US$380bn. The company behind Claude, a major rival to ChatGPT, is more valuable than any company on the ASX (even CBA and BHP) and could IPO later this year. But while many investors would be familiar with OpenAI,…

ByNick SundichFebruary 23, 2026

Megaport (ASX:MP1) Strong Half, But Statutory Earnings Could Still Get Hit

Megaport Network Engine Is Working Megaport had a strong half, but there were a few areas in the financials and operating performance that the market may still punish in the near term. What really mattered this half came down to three core things. First, Megaport core network business accelerated. That is the engine of the story, and…

ByCharlie YouldenFebruary 20, 2026

3 ASX Data Centre Stocks Set to Benefit From Goodman’s A$14.4 Billion Pipeline

Goodman Group (ASX: GMG) reported A$1.2 billion in operating profit for the first half of FY26, with data centres now making up 73% of its A$14.4 billion development pipeline, up from 40% just 18 months ago. Its power bank has grown to 6.0 GW across 16 cities, a resource becoming harder for competitors to match.…

ByUjjwal MaheshwariFebruary 20, 2026

Sonic Healthcare (ASX:SHL) Still Compounding, Integration Is the Near Term Drag

The Quality Compounder, With a Margin Reset Under the Hood Sonic Healthcare is one of the ASX 200’s higher quality compounders, and its half year result shows the earnings base is still expanding, even if margin and mix are doing some heavy lifting behind the scenes. Here is a quick snapshot of the standout metrics: EBITDA of…

ByCharlie YouldenFebruary 19, 2026

Zip Co (ASX:ZIP) Down 31% on a Strong Half, What Did the Market See?

Zip Co US Growth Story Is Working, Investors Fear the Mix Shift There was a lot of panic selling in Zip Co at the open today, with the share price falling to around $1.90, down 31% after the release of its 1H FY26 result. What makes the reaction interesting is that Zip actually delivered a strong half,…

ByCharlie YouldenFebruary 19, 2026

Superloop (ASX:SLC) Surges 18% on $165M Lightning Broadband Deal- But Is the Easy Money Already Made?

Superloop’s fibre expansion looks strong, but wholesale churn is the key risk Superloop (ASX: SLC) surged as much as 18 per cent to A$2.86 on Wednesday before settling at A$2.73 after delivering a blockbuster first half that combined two catalysts: a swing back to half-year profitability and a A$165 million deal to acquire Lightning Broadband.…

ByUjjwal MaheshwariFebruary 19, 2026

TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth

SaaS Plus AI Momentum Drives a FY26 Upgrade TechnologyOne is defying the market’s AI shock narrative. For readers who came across our article on AI and SaaS disruption, you will remember our core point: we believe the market has overstated the impact AI will have on high quality SaaS businesses, especially those with embedded workflows, sticky…

ByCharlie YouldenFebruary 18, 2026

the Kick-ass Multipurpose WordPress Theme

Tech Stocks

Nanosonics (ASX:NAN) Revenue Up 9%, But Operating Leverage Still Missing

Electro Optic Systems (ASX:EOS) A 20% Re Rate on Confidence, Not Clean Earnings

Nuix (ASX:NXL) Looks Cheap on 6x EBITDA, Is the Turnaround Real?

Anthropic: This 5-year old US$380bn company is behind ChatGPT’s rival Claude and could IPO later this year!

Megaport (ASX:MP1) Strong Half, But Statutory Earnings Could Still Get Hit

3 ASX Data Centre Stocks Set to Benefit From Goodman’s A$14.4 Billion Pipeline

Sonic Healthcare (ASX:SHL) Still Compounding, Integration Is the Near Term Drag

Zip Co (ASX:ZIP) Down 31% on a Strong Half, What Did the Market See?

Superloop (ASX:SLC) Surges 18% on $165M Lightning Broadband Deal- But Is the Easy Money Already Made?

TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Tech Stocks

Add Your Heading Text Here