Stock Market News & Analysis

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Chart of the Week: Soft earnings growth outlook for Australian banks
The latest take from our equity research analysts.
Chart of the Week: Soft earnings growth outlook for Australian banks
Chart of the Week: Soft earnings growth outlook for Australian banks
stocks
Coca-Cola earnings: Billion-dollar brands and consumer engagement remain growth priorities

Coca-Cola earnings: Billion-dollar brands and consumer engagement remain growth priorities

Despite macro and geopolitical challenges, Coca-Cola managed to increase sales in line with its long-term target.
stocks
Unwarranted drop in ASX share

Unwarranted drop in ASX share

Jittery investors misinterpret an audit for an existential crisis.
stocks
Macquarie: A return to group-wide growth

Macquarie: A return to group-wide growth

Our view on the shares after earnings.
stocks
After earnings, is Disney stock a buy, a sell, or fairly valued? -

After earnings, is Disney stock a buy, a sell, or fairly valued? -

Following the highly anticipated announcement of a new CEO, here’s what we think of Disney.
stocks
Investors overly concerned about AI impact on ASX share

Investors overly concerned about AI impact on ASX share

Shares screen as undervalued after prolonged decline.
stocks
After earnings, is Palantir stock a buy, a sell, or fairly valued?

After earnings, is Palantir stock a buy, a sell, or fairly valued?

With higher-than-expected revenue expectations and a raised fair value estimate, here’s what we think of Palantir stock.
stocks
Rio Tinto and Glencore go their separate ways

Rio Tinto and Glencore go their separate ways

Our view after merger talks end.
stocks
Amazon earnings: Guidance for $200 billion in capital expenditure in 2026 overshadows good results

Amazon earnings: Guidance for $200 billion in capital expenditure in 2026 overshadows good results

We think Amazon stock is moderately undervalued.
stocks
Apple earnings: Impressive Q4 lifts stock, but is it a long-term growth play?

Apple earnings: Impressive Q4 lifts stock, but is it a long-term growth play?

We’ve raised our fair value estimate of Apple stock.
stocks
After pullback this ASX share is fairly valued again

After pullback this ASX share is fairly valued again

Only dividend aristocrat on the ASX has retreated from all-time high.
stocks
Weekly earnings wrap: Last week’s winners & losers

Weekly earnings wrap: Last week’s winners & losers

A mixed first week for company’s reporting on the ASX. Here’s everything you need to know
stocks
Alphabet earnings: Continued momentum on cloud and search as capital expenses set to mount

Alphabet earnings: Continued momentum on cloud and search as capital expenses set to mount

Strong fourth quarter earnings.
stocks
Eli Lilly earnings: Revenue increases reflect global demand for oral obesity therapies

Eli Lilly earnings: Revenue increases reflect global demand for oral obesity therapies

We’ve raised our fair value estimate of Lilly stock.
stocks
ASX listed software provider joins global sell-off

ASX listed software provider joins global sell-off

Our thesis remains unchanged.
stocks
AMD earnings: Data center demand still looks quite strong to us

AMD earnings: Data center demand still looks quite strong to us

AMD has the components to target $100 billion of AI revenue in the next few years.
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