Tag: Stock pick

For me, one of the most exciting aspects of the ASX’s earnings seasons, held twice a year, is the dividend season. Whenever an ASX dividend-paying share reports its latest numbers, it also tends to reveal what its next dividend (if there is one) will look like.

Given we are, right now, in the middle of 2026’s second ASX earnings season, it’s an exciting time to be watching the stock market. Today, let’s go through two ASX dividend shares that have just announced that their investors are set to enjoy a dividend pay rise in 2026.

2 ASX income shares that just hiked their dividends

Aussie Broadband Ltd (ASX: ABB)

First up, we have ASX telco Aussie Broadband. Telcos are well-known for their dividend potential, and Aussie Broadband seems to be trying to live up to that reputation.

Today, the company revealed a final dividend worth 3.6 cents per share. That’s a significant 50% increase over the final dividend of 2.4 cents per share that investors enjoyed last year. As well as an increase over 2026’s interim dividend, also worth 2.4 cents per share.

As with all of Aussie Broadband’s past payouts, this latest one will come with full franking credits attached.

Investors have not reacted well to this ASX share’s earnings today. At the time of writing, Aussie Broadband stock is down by 6.35% to $4.73. At this price, this S&P/ASX 200 Index (ASX: XJO) share is trading on a trailing dividend yield of 1.01%.

Argo Global Listed Infrastructure Ltd (ASX: ALI)

Next up, we have the listed investment company (LIC) Argo Global Listed Infrastructure. Argo Global Infrastructure is run by the same team behind Argo Investments Ltd (ASX: ARG), a veteran fund manager on the ASX.

It seems the infrastructure LIC shares its parents’ predilection for slow-but-steady dividend hikes. Its latest earnings were also released this morning. In these earnings, Argo Infrastructure announced that its final dividend for 2026 would be worth 5.5 cents per share. That’s fully franked. That matches 2025’s final dividend.

However, this ASX share’s interim dividend earlier this year was worth a fully franked 4.5 cents per share. This takes Argo’s full-year dividends to a record 10 cents per share. It also marks the fourth year in a row of annual dividend pay rises from the LIC.

Like Aussie Broadband, Argo Global Infrastructure shares have not reacted well to the latest earnings, and are currently down 1.5% at $2.61 each. At that price, this ASX share is trading on a trailing dividend yield of 3.83%.

The post These 2 ASX shares have given investors a 2026 dividend pay rise appeared first on The Motley Fool Australia.

More reading

• Aussie Broadband FY26 earnings: double-digit growth and new acquisitions
• Argo Infrastructure FY26 earnings: Record dividend
• Buy, hold, sell: Aussie Broadband, James Hardie, Macquarie shares

Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Aussie Broadband. The Motley Fool Australia has recommended Aussie Broadband. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

BHP Group Ltd (ASX: BHP) shares are having another big day on Monday.

At the time of writing, the BHP share price is up 3.55% to $67.47 after reaching a new all-time high of $67.72 during midday trade.

The S&P/ASX 200 Resources Index (ASX: XJR) is also having a strong session, up more than 2.2%.

The mining giant has been on a strong run. BHP shares are up almost 10% over the past week, around 48% in 2026, and more than 60% over the past 12 months.

BHP has also comfortably outperformed the S&P/ASX 200 Index (ASX: XJO) over the past year.

So, after hitting another record today, can BHP shares keep climbing?

Copper is doing the heavy lifting

BHP’s FY26 result last week gave investors plenty to like.

Revenue rose 15% to US$58.8 billion, while underlying EBITDA increased 27% to US$32.9 billion. Underlying attributable profit was also up 30% to US$13.2 billion, with net operating cash flow climbing 17% to US$21.8 billion.

Copper was a big part of that result.

It accounted for 54% of BHP’s underlying EBITDA during the year, surpassing iron ore as the company’s largest earnings contributor. Record copper production and higher metal prices helped drive the increase.

BHP also cut unit costs by 6% across its major assets, while net debt ended the year at US$8.7 billion.

Dividend gives shareholders more to celebrate

Shareholders also received a much bigger final dividend.

BHP declared a fully-franked final dividend of US 99 cents per share, up 65% from FY25. That took the full-year dividend to US$1.72 per share, with US$8.7 billion in dividends determined during the year.

At current exchange rates, the final dividend is worth around $1.39 per share. BHP shares are due to trade ex-dividend on 3 September, with the payment following on 23 September.

Looking further ahead, management is targeting annual copper-equivalent production growth of 3% to 4% through FY35.

Can the BHP share price keep rising?

There’s a lot working in BHP’s favour right now, particularly if copper prices remain strong.

The miner is producing record volumes, generating plenty of cash, and building its exposure to copper. Demand for the metal is expected to grow over the coming years as more copper is needed for power grids, renewable energy, electrification, and data centres.

But after such a strong run, the share price is starting to look expensive to some brokers.

Morgans recently downgraded BHP shares to a trim rating with a $55.30 price target. That sits around 18% below where the shares are trading today.

Red Leaf Securities has also placed a hold rating on BHP shares, suggesting investors looking to buy may be better off waiting for a cheaper entry point.

BHP’s earnings are heading in the right direction; however, after rising more than 60% in a year, a lot of good news is already being priced in.

The post BHP shares just hit a record high. Can the run continue? appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: CSL, BHP, Westpac shares
• How much must I invest in BHP shares to earn a $1,000 passive income in 2027?
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• How much is needed in superannuation for $1500 in weekly passive income?
• 7 ASX 200 shares with reaffirmed buy ratings this week

Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There are quite a few S&P/ASX 200 Index (ASX: XJO) shares that are reporting their latest earnings to investors this Monday. ASX health insurance stock NIB Holdings Ltd (ASX: NHF) is one of them. Unfortunately, investors did not like what they saw, with NIB shares currently down a nasty 10% to $6.66 each.

However, this represents a compelling buying opportunity for income investors.

Before we get into why, let’s go over what NIB had to say this morning.

As my Fool colleague covered earlier today, it was an interesting earnings report to go through. NIB reported group revenues of $3.8 billion for its 2026 financial year, up 6.2% on what the company brought in over FY 2025. Group underlying profits were up 9.1% to $260.9 million, but statutory net profits after tax fell 5.9% to $186.9 million.

It seems investors did not like what they saw, going off the steep drop in NIB shares that we are currently witnessing.

But let’s talk about income. NIB has always been a decent dividend stock. The company has substantially increased its income in recent years, going from paying out an annual 14 cents per share in fully franked dividends in 2020 to 29 cents per share in 2025.

2025’s payouts consisted of an April interim dividend of 13 cents per share and an October final dividend of 16 cents per share. Both payments came fully franked, as is NIB’s habit. The company’s first dividend of 2026 matched that of the 2025 interim dividend, with shareholders once again bagging 13 cents per share.

NIB shares drop despite new special dividend

Today, though, NIB threw some spice into the income soup. It declared a final dividend of 16 cents per share, once again matching 2025’s ordinary payout. But it also unveiled a special dividend alongside its ordinary payout. Yep, shareholders are set to enjoy a concurrent dividend worth another 5 cents per share. That will bring NIB’s dividend total for 2026 to 34 cents per share.

Right now, NIB shares are trading on a trailing dividend yield of 4.36% (boosted mightily by today’s steep share price sell-off). However, we can now assign the stock a forward yield of 5.12%.

So does that make NIB a buy for income? Well, investors shouldn’t take too much from this special dividend. It is entirely possible, even likely, that 2027’s total payouts don’t match what investors will receive in 2026. Special dividends by nature tend to be one-off events.

Saying that, this company occupies a defensive sector of the ASX and has a strong history of delivering dividend increases. As such, I would be happy to include it in a diversified income-focused portfolio.

The post Special dividend: Is now the time to buy NIB shares for income? appeared first on The Motley Fool Australia.

More reading

• nib reports FY26 profit growth
• 5 things to watch on the ASX 200 on Monday
• Here are the top 10 ASX 200 shares today
• How much do I need in my superannuation to earn $50,000 per year in passive income?

Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended NIB Holdings. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Nvidia Corp (NASDAQ: NVDA) shares are heading into one of their biggest weeks of 2026.

The Nvidia share price closed Friday at US$214.72, down 0.98% for the session. Despite the fall, the stock is still up around 15% since the beginning of the year and roughly 23% over the past 12 months.

It is also trading about 9% below its 52-week high of US$236.54.

Attention will now turn to the AI chip giant’s second-quarter results, due after the US market closes on Wednesday. This means Australian shareholders will get the numbers early Thursday morning.

So, what should investors be watching?

Wall Street is expecting another huge result

Let’s cut to the chase. Expectations are already extremely high.

According to Reuters, analysts are looking for quarterly revenue of around US$92 billion, nearly double what Nvidia reported a year earlier. Wall Street is also expecting adjusted earnings of around US$2.09 per share.

Nvidia itself guided to second-quarter revenue of around US$91 billion when it released its first-quarter numbers in May.

The company is coming off another huge quarter. Revenue jumped 85% year on year to a record US$81.6 billion, while Data Center revenue climbed 92% to US$75.2 billion.

Keep in mind, those numbers leave Nvidia with a very high bar to clear this week. A strong result may not be enough if management’s outlook even slightly disappoints the market.

AI server prices are heading higher

There’s also something else to watch before the result.

Reuters reported over the weekend that some of Nvidia’s largest customers have been told prices for servers containing its AI chips will rise by more than 15%.

The increases are expected to apply to systems shipped early next year, including those using Nvidia’s Vera Rubin and Grace Blackwell chips. More expensive memory is behind the move, as key components used in AI servers have become considerably more costly.

Passing some of that added expense on to customers could help Nvidia protect its margins. Thursday’s result should also give the market a better idea of whether buyers are starting to push back.

Another big AI bet

Furthermore, Nvidia has been busy away from its chip business.

The Wall Street Journal reported that the company plans to invest US$1 billion in AI startup, Poolside, and pay US$6 billion to license its technology. Nvidia is also expected to bring across most of Poolside’s engineers.

The deal would give Nvidia a bigger presence in open-weight AI models and put it more directly up against companies such as OpenAI and Anthropic.

What should investors watch on Thursday?

Revenue and earnings will attract plenty of attention, but the outlook is likely to have the biggest say in how Nvidia shares move.

The market will also be listening for any comments on Blackwell demand, the progress of Vera Rubin, and whether gross margins can remain around the mid-70% range.

With Nvidia already valued at US$5.2 trillion, there isn’t much room for disappointment.

The post Up 15% in 2026! Why Nvidia shares could be in for a huge week appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Nvidia. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Owners of Fortescue Ltd (ASX: FMG) shares recently learned what their next dividend payment will be.

It’s a sizeable one, though not as big as the payments earlier this decade.

Investors will receive a FY26 final dividend of 46 cents per share – that’s a reduction of 23% compared to the final dividend of FY25.

The full-year payout comes to $1.08 per share, which is 2% lower than the annual payment for FY25.

Both FY25 and FY26 had a dividend payout ratio of 65%, so the ASX mining share was consistent with how much cash it paid to investors.

Sadly for shareholders, it was partly a change in foreign exchange rates that led to the lower annual dividend. Underlying earnings per share (EPS) in Australian dollars declined 2%, but the underlying EPS grew 3% in American dollar terms. However, the dividend is based on and paid in Australian dollars.

Let’s look at what the potential payment for owners of Fortescue shares could be in FY27 and FY28.

FY27

We’re already more than a month and a half into the 2027 financial year and the iron ore price has declined by a few dollars per tonne, which is a headwind for Fortescue’s earnings if that decline sticks around.

During FY26, Fortescue saw the sold price of its iron ore increase by 7%, which was the biggest contributor to its underlying earnings increase in FY26 in American dollar terms.

The current forecast on Commsec suggests that the company’s FY27 annual dividend per Fortescue share could decline to 86.4 cents. At the time of writing, that translates into a dividend yield of 4.8% excluding franking credits and 6.9% including franking credits.

As you may have guessed, the dividend is projected to decline because the earnings are forecast to decrease. For now, that’s just a projection. The iron ore price could surprise the market positively, or it could decline towards US$90 per tonne as analysts have projected could happen amid rising iron ore shipments from Africa.

If supply rises without a lift in demand, it is likely to hurt the commodity price. But analysts have been wrong before about being overly negative about the iron ore price.

FY28

The current forecast on Commsec suggests that the dividend could become even smaller in the 2028 financial year. The pressure on the iron ore price could become stronger as the months go by because Simandou – a huge, new iron ore project in Africa – is expected to ramp-up in the next few years.

Interestingly, Fortescue is working on its own project in Africa (Gabon), though it’s not remotely the same scale.

I think the best move that Fortescue can do to grow earnings in the long-term is to continue efforts to grow earnings in areas other than iron ore, such as copper and energy.

The projection on Commsec suggests the company could pay an annual dividend per Fortescue share in FY28 of 59.8 cents. That suggests a dividend yield of 3.3% excluding franking credits and 4.75% including franking credits, at the time of writing.

At this stage, it doesn’t seem that Fortescue is the right pick for large or growing income in the medium-term, so I’d look at other ASX shares.

The post Here’s the dividend forecast out to 2028 for Fortescue shares appeared first on The Motley Fool Australia.

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• Are Fortescue shares in the buy zone after its results?

Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Profit season gives analysts plenty to work with in terms of identifying companies they think might be undervalued.

I’ve had a look at the recent broker reports and come up with two under-the-radar companies that brokers like the look of.

Let’s have a look at what they’re saying.

LGI Ltd (ASX: LGI)

LGI is an innovator in the energy space and converts biogas from landfill into energy.

The company delivered a solid FY26 result last week, with revenue of $39.8 million, up 17% on the previous year, and underlying net profit of $8.8 million, up 35%.

Chief Executive Officer Jarryd Doran said regarding the result:

In FY26 we outperformed all our key operational drivers with year-on-year biogas recovery increasing by 33%, Australian Carbon Credit Units created increasing 18%, and a 29% increase in renewable energy from our fleet of power stations. In summary, the Company’s strong operational performance was reflected in our financial results whereby we increased Net Revenue by 17%, and our Underlying EBITDA increased approximately 26%, delivering against our previously stated guided range. Looking forward, our efforts during the year in registering and commencing carbon abatement across 8 new sites lays important foundations for continued growth. Together with our completed capital raising in October 2025, we look forward to continuing to deliver against our strategy of expanding our pipeline of generation capacity to beyond 80MW.

Broker Morgans said they believed LGI was one of the best ways to get exposure to the decarbonisation thematic on the ASX.

They said:

Despite more modest expectations for FY27, we remain positive over the medium term given the material development pipeline ahead and strong operating leverage across the portfolio as the group scales and executes its meaningful battery rollout across new and existing sites.

Morgans has a price target on LGI of $3.60 compared to $2.38 currently.

Hansen Technologies Ltd (ASX: HSN)

UBS said in its full-year report that Hansen delivered softer-than-expected revenue of 4%, but good margins meant it hit targets for cash EBITDA.

Underlying net profit was strong, coming in 22.5% higher than the previous corresponding period at $48.5 million.

Hansen Chief Executive Officer Andrew Hansen said regarding the result:

FY26 demonstrated the resilience of Hansen’s business model. In a more cautious environment, we have remained focused on disciplined execution, protecting earnings quality while continuing to invest for long-term growth. What we have seen during the year, with regards to revenue, is primarily caused by mix and foreign exchange. We continue to have a solid pipeline of demand for our products and services. Our recurring revenue base continues to improve, providing stability and visibility through the cycle. AI is increasingly driving productivity, operating leverage and long-term margin expansion.

The company said AI had been a large focus, and an AI enablement team had been set up to drive capability across the workforce.

UBS said they saw FY27 as a “transition year” for the company, but still have a bullish price target of $5.95 on the shares, compared to $3.31 currently.

The post 2 ASX shares tipped by brokers to return 48% to 82% appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended LGI Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There aren’t too many blue-chip ASX 200 shares that still offer dividend yields of 5% today, let alone 6%. But Bendigo and Adelaide Bank Ltd (ASX: BEN) is one of the rare few. Yes, Bendigo Bank shares are currently trading on a trailing dividend yield of 6.05%.

As such, we can probably conclude that there were more than a few income investors watching with interest this morning as Bendigo and Adelaide Bank revealed the next shareholder payment that investors can expect.

As we covered this morning, it was a solid, if uninspiring, report from Bendigo Bank. This ASX 200 bank stock told the market that its cash earnings for the 12 months ended 30 June were $30.2 million, up 3% over FY 2025. That helped the bank post statutory earnings after tax of $375.1 million, helped by a 1.5% growth in total lending and a 2.2% increase in customer deposits.

The second half of the financial year was particularly strong for Bendigo Bank. Cash earnings rose 6.8% compared to the same half in 2025 to $273.8 million, while expenses dropped 2.1%.

Is Bendigo Bank shares’ 6% yield holding firm?

But let’s get to Bendogo Bank’s latest dividend. In some decent news for income investors, this bank’s dividend will not be changing. Yes, Bendigo and Adelaide Bank today revealed that its final dividend for 2026 will come in at 33 cents per share. That’s unchanged and flat on 2025’s final dividend. As such, that 6% yield that we currently see on Bedigo Bank shares will be holding for the time being.

That 33-cent-per-share final dividend, coupled with March’s interim dividend of 30 cents per share, gives an annual total of 63 cents per share. That’s the same annual amount that Bendigo Bank has paid since 2024.

This latest final dividend will arrive in investors’ bank accounts on 30 September next month. Like almost every payout from this bank, this dividend will come with full franking credits attached.

For anyone who doesn’t yet own Bendigo Bank shares but wishes to receive this dividend, the shares are scheduled to trade ex-dividend on 1 September. Investors will need to own shares by the end of August to be eligible to receive this payout.

There is also the option to receive additional Benido Bank shares in lieu of a cash payment with this company’s dividend reinvestment plan (DRP). The cut-off date for DRP participation is 3 September.

The post 6%: Bendigo Bank just unveiled its latest dividend appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Ampol Ltd (ASX: ALD) shares are storming higher in Monday lunchtime trade.

At the time of writing, the petroleum company’s shares are up around 4% and trading at an all-time high of $41.42 a piece.

Today’s hike means the shares are now up 29% for the year to date, and have rallied 40% higher over the past 12 months.

The latest increase comes off the back of Ampol’s first-half FY26 results, which it posted to the ASX ahead of the market open this morning.

Investors are clearly thrilled with the update, and many are rushing to snap up its shares while they’re still trading for cheap. 

Ampol announced that its Group replacement cost operating profit (RCOP) came in 152% higher versus the first half of FY25, RCOP NPAT surged a huge 376% compared to the prior corresponding period, and statutory NPAT came to $1,363 million, compared to a loss of $25 million last year.

The strong result also meant Ampol was able to raise its fully-franked interim dividend to 185 cents per share, more than four times the prior year.

Ongoing concerns around global oil supply have also helped drive the shares higher over the past 12 months. 

Ampol is Australia’s largest transport energy distributor and retailer, with more than 1,800 Ampol-branded service stations across the country. 

The company has also posted a few updates that have gathered investor attention. In June, Ampol received the green light, with conditions, from the Australian Competition and Consumer Commission (ACCC) for a proposed acquisition of fuel and convenience store operator, EG Australia. 

It also previously confirmed a 10% increase in refinery production, higher refiner margins, and increased production in its Q1 FY26 trading update.

What do brokers tip next for Ampol shares?

Brokers have a very positive stance on Ampol shares, but after today’s price increase, the average target price now implies a downside ahead.

I expect to see the experts revise their forecast for Ampol shares in the coming days, but at the time of writing, Market Index data shows that the majority of brokers have a buy rating on the shares, and the $41.25 average target price implies a potential 0.5% downside.

TradingView data shows something similar. Out of 10 analysts, five have a buy/strong buy rating on the stock. Four more rate Ampol shares as a hold and one as a sell.

The average $41.78 target price implies a potential 1% upside over the next 12 months, at the time of writing. But the more bullish of the bunch think there is potential for the shares to climb another 19% to $49.25.

So, if I invest $5,000 into Ampol shares today, what could they be worth in 12 months?

These forecasts suggest that a $5,000 investment in Ampol shares today could rise slightly to somewhere around $5,050 within the next 12 months. 

Or if the more bearish broker forecasts are correct, we could see the same investment climb as high as $5,950 by this time next year.

The post By August 2027, $5,000 invested in Ampol shares could turn into… appeared first on The Motley Fool Australia.

More reading

• Everything you need to know about the monster Ampol dividend
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• Ampol profit and dividend surge in first-half 2026 results
• 2 ASX blue-chip shares experts rate as compelling
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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

WiseTech Global Ltd (ASX: WTC) shares are pushing higher again on Monday.

At the time of writing, the WiseTech share price is up 3.12% to $43.65.

The rally has gathered plenty of pace over the past month, with the logistics software stock now up almost 40% during that period.

It is also around 52% above its 23 June low of $28.76. That’s a very different picture from late June, when the shares were trading at their lowest level in 5 years.

However, shareholders are still sitting on a sizeable loss in 2026, with WiseTech shares down 36% since the beginning of the year.

So, has the share price finally left its lows behind?

A big rebound from June

WiseTech shares have spent much of the past year heading in the wrong direction.

The stock has fallen from a 52-week high of $115.75 and remains more than 60% below where it was this time last year.

A mix of governance concerns, regulatory issues, and weaker investor sentiment towards tech stocks has weighed heavily on the shares.

But the mood has changed since late June.

There have been some positive developments as well. Major customer DSV remains committed under its existing contract until September 2028. Bell Potter has also pointed to the appointment of an independent chair as a positive step towards addressing governance concerns.

WiseTech has continued to invest in its business as well, including the acquisition of US-based FRDM.ai in July.

All eyes on Wednesday’s result

The next major test comes on 26 August, when WiseTech is due to release its FY26 results.

Management has reaffirmed revenue guidance of US$1.39 billion to US$1.44 billion, representing growth of 79% to 85%.

EBITDA is expected to come in between US$550 million and US$585 million, up 44% to 53% from FY25.

The company has also reached its US$50 million annualised cost synergy target from the e2open acquisition ahead of schedule.

With the share price already rebounding strongly, investors will likely want to see WiseTech deliver within those ranges and provide a solid outlook for FY27.

Is the bottom behind WiseTech shares?

The recovery from $28.76 is definitely encouraging, but one month of strong gains doesn’t erase the risks that pushed the stock lower.

WiseTech still faces regulatory and governance questions, while the shares remain well below their previous highs.

At the same time, the underlying business continues to grow quickly.

Wednesday’s result could give investors a better idea of whether this rebound can keep going.

The post Up 52% from its low! Has the WiseTech share price finally bottomed out? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Playside Studios Ltd (ASX: PLY) are down more than 40% over the past year, but if the team at Shaw and Partners are to be believed, they could more than double in the coming 12 months.

Strong results posted on the back of new game

Playside last week released its FY26 results, with revenue of $54.9 million coming in higher than guidance of $50-$53 million and 13% up on the previous year.

The company’s EBITDA came in at $15.5 million and net profit was $5.4 million.

A major development for the company during FY26 was the release of its game, Mouse: P.I. For Hire.

Playside Chief Executive Officer Benn Skender said:

There was clear demand for the title well before launch, and the team converted it with a polished, exceptionally well-reviewed game that has translated directly into strong sales and a franchise we can build on. That is a hard thing to get right in this industry, and it validates both the publishing model we have been building and the studios we choose to back. External Projects has been tougher this year and we have aligned our cost base accordingly. At the same time we have expanded our Business Development team and global presence because we view current conditions as cyclical rather than structural, and we intend to be well positioned as demand recovers. The award of several small projects in recent weeks has been a positive in this regard.

In the current year the company will be releasing Games of Thrones: War for Westeros, and Dumb Ways to Build, the latter of which will be released in coming weeks.

Playside said Mouse: P.I. For Hire was the most successful game launch in the company’s history and generated US$28 million in gross sales.

The company also said it had carried out a restructure which had led to $12 million in annualised savings.

Shares looking cheap, broker says

Shaw and Partners said there was not much clarity on the outlook from the company, but with two new games in the pipeline there was the possibility of an earnings boost.

That said they were predicting a fall in earnings.

They said:

FY27 financial guidance is limited, with management highlighting continued MOUSE monetisation, Dumb Ways to Build launching in September, Game of Thrones: War for Westeros in 2H27 and ~$5m of incremental annualised cost savings. We forecast FY27 revenue of $45m (-19% YoY), EBITDA of $11m and cash burn of ~$11m, leaving ~$6m cash at year-end. Our forecasts assume relatively modest contributions from new game launches and External Projects, providing upside should either outperform.

Shaw and Partners has reduced their price target on Playside from 28 cents to 23 cents, still well above the current level of 11.5 cents.

Playside is valued at $56.6 million.

The post This ASX game developer could double in value: Broker appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.