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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

WiseTech Global (ASX:WTC) Is The Cheapest Its Been in 5 Years

Why WTC Is More Volatile Than Xero and Megaport WiseTech is trading at its cheapest level in five years. And it is not happening in a vacuum. Investors have already felt the bloodbath across SaaS lately. Today alone, WiseTech opened down 15%, while Xero was down 4% and Megaport was down 4%. So the question investors are…

ByCharlie YouldenFebruary 13, 2026

AMP (ASX:AMP) Statutory Profit Sank, Underlying Profit Jumped, So Why Did It Fall?

The Market Saw $133m, Not the $285m Story AMP had a sharp fall early this morning, and it felt like the market was laser focused on statutory numbers this reporting season. Statutory NPAT fell 11%, largely because of the size of the below the line items that hit reported profitability. What’s interesting though is the underlying picture…

ByCharlie YouldenFebruary 12, 2026

Aussie Broadband (ASX:ABB) Surges 20% on AGL Telco Deal And 1H26 Results! But Is the Devil In the Details?

AGL Telco Deal Is EPS Accretive, But Dilution Is the Debate Aussie Broadband had a sharp surge this morning, up 20%, after announcing it will acquire AGL Energy Limited’s telco business, described as AGL Telco, including its customers and assets. What comes with this network is a meaningful base of services: 218,000 NBN Co Limited services,…

ByCharlie YouldenFebruary 11, 2026

Pepper Money (ASX:PPM) Up 25% as Challenger (ASX:CGF) Confirms Deal Talks

Not a Takeover, A Partnership Style Deal With Challenger Pepper Money (ASX:PPM) surged 25% at the market open today after speculation circulated about a potential acquisition. Challenger Limited has now responded to the media reports, confirming it is in advanced but incomplete discussions regarding a possible deal involving Pepper Money. Based on what has been discussed so…

ByCharlie YouldenFebruary 9, 2026