Skip to content Skip to sidebar Skip to footer

Newsletter

Tech Stocks

Test text

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

Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26

Hansen Technologies 7% Sales Growth, 46% EBITDA Growth, Execution Tightens Hansen Technologies delivered steady revenue growth, but a sharp uplift in profit, which triggered a re rating this morning as the market reacted to cash acceleration in the latest half. What we like here is that Hansen is starting to demonstrate improving efficiency. You can see…

ByCharlie YouldenFebruary 18, 2026

Cisco Systems (NDQ:CSCO): Will this US$300bn company really be a winner from the AI boom? Investors aren’t so sure

As a big company in the networking equipment space, Cisco Systems (NDQ:CSCO) is a company you could be forgiven for thinking will be a winner from AI just by being there. But investor reaction to its latest results suggest investors are currently skeptical. What are the Best ASX stocks to invest in right now? Check our buy/sell…

ByNick SundichFebruary 18, 2026

JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!

JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure JB Hi-Fi has seen a strong re rate over the past week, up around 12% following a solid 1H FY26 result which showed it could be an AI winner. At a headline level, its 1H26 result was clean and showed good growth. Group sales came in at…

ByCharlie YouldenFebruary 17, 2026

Nanoveu (ASX:NVU) NTU Drone Swarm IP, GPS Free Navigation Goes on Trial

Testing GPS Free Swarm Tech With NTU Nanoveu today announced it has entered an exclusive evaluation licence with Nanyang Technological University covering four inventions focused on GPS free localisation and coordination methods for drone swarm navigation. For investors, the key point is that this is an evaluation first, with an option to convert into exclusive rights…

ByCharlie YouldenFebruary 17, 2026

Australian Clinical Labs (ASX:ACL) The Statutory Hit Spooked Investors

Australian Clinical Labs fell 10% today after revenue went slightly backwards, even though underlying profit improved. The key nuance is that management deliberately walked away from low margin collection centres and contracts. That decision can pull revenue down in the short term, but it should lift margins and improve the quality of earnings over time. The sharper…

ByCharlie YouldenFebruary 16, 2026

Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models

The Real AI Bottleneck Is Data, Not Models Fortif AI Fortif AI surged 14% to 32c this morning after announcing that its newly acquired business, Nol8, is building an agentic AI data plane. We started writing on Fortif a couple of months ago around its acquisition strategy, and more recently the company delivered its first profitable…

ByCharlie YouldenFebruary 16, 2026

the Kick-ass Multipurpose WordPress Theme

Tech Stocks

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

Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26

Cisco Systems (NDQ:CSCO): Will this US$300bn company really be a winner from the AI boom? Investors aren’t so sure

JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!

Nanoveu (ASX:NVU) NTU Drone Swarm IP, GPS Free Navigation Goes on Trial

Australian Clinical Labs (ASX:ACL) The Statutory Hit Spooked Investors

Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models

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