19 January 2026
Alcidion (ALC): Big 2H Coming
FY26 contracted revenue has already surpassed FY25, supporting upgraded guidance and a higher $0.17 price target.
14 January 2026
Nick Scali (NCK): Upgrade hat-trick
Nick Scali upgraded 1H26 guidance, lifting NPAT and ANZ revenue growth, supporting earnings upgrades and a Buy recommendation with a $28.00 price target.
5 January 2026
Analyst Outlook December 2025
Our analysts provide their sector outlook and top stock picks for June 2025.
30 December 2025
Genesis Minerals (GMD): A Christmas Cracker
We resume coverage of GMD with a Buy Recommendation and a $8.65/sh target price, driven by production growth and leverage to higher gold prices.
22 December 2025
Elsight (ELS): 2026 – Year of the Drone
ELS won a record US$21.2m Halo contract, strengthening growth visibility and supporting a reiterated Buy recommendation and $3.60 target price.
10 December 2025
Cobram Estate Olives (CBO): Revisiting drivers
CBO’s US orchard expansion supports solid long-term growth despite short-term dilution.