News and Insights | By Sector | Australian Stock Report

Information Technology

Megaport (ASX:MP1) Surges 9% on A$35m AI Contract Win: Is the AI Comeback Finally Real?

Megaport shares surged as much as 9% after the company secured a A$35.4 million compute and storage contract through Latitude.sh. The deal supports Megaport’s AI infrastructure growth story, with compute ARR rising strongly and investors watching whether revenue momentum can translate into better margins.

Information Technology

ASX 200

Industrials

GenusPlus (ASX:GNP) A$110m Koolunga BESS Win Backs Record A$2.4bn Order Book and 35% FY26 Guide

GenusPlus shares rose 4.6% to A$9.20 after the company won a A$110 million Koolunga BESS contract in South Australia. The win strengthens its record A$2.4 billion order book and supports management’s upgraded FY26 EBITDA growth target of around 35%.

Industrials

Small Caps

Financials including Banking

Judo Capital (ASX:JDO) Holds A$190m Profit Guidance But Lifts Provisions on SME Uncertainty

Judo Capital shares rose 1.45% to A$1.40 after its Q3 FY26 update showed loan book growth, stronger margins and lower customer attrition. However, the bank also lifted provisions and said FY26 profit would likely land at the lower end of guidance.

Financials including Banking

ASX 200

Consumer Discretionary

Temple & Webster (ASX:TPW) Closes Down 8% at A$6.06 as Sugden Replaces Founder Coulter

Temple & Webster shares fell 8.2% to A$6.06 after the company announced Susie Sugden would replace founder Mark Coulter as CEO. The selloff reflects investor caution around the leadership change, weak share price momentum, and pressure on the online retail sector.

Consumer Discretionary

ASX 200

Materials

South32 (ASX:S32) Slashes Australia Manganese Guidance: 4 ASX Small Caps Set to Benefit

South32 has cut its FY26 Australia Manganese guidance after cyclone and rainfall disruptions at GEMCO. The supply squeeze could support manganese prices, creating an opening for ASX names such as Jupiter Mines, OM Holdings, Element 25 and Firebird Metals.

Materials

Commodities

Healthcare

Monash IVF (ASX:MVF) Rejects A$0.90 Soul Patt's Bid; Shares Slide 6% on Second Knockback

Monash IVF rejected a revised A$0.90 takeover bid, but shares fell 6% to A$0.72 as investors doubted a higher offer would follow. With the bid deadline closing, attention now shifts to the company’s standalone recovery.

Healthcare

Health

Insights |

By Sector

Megaport (ASX:MP1) Surges 9% on A$35m AI Contract Win: Is the AI Comeback Finally Real?

GenusPlus (ASX:GNP) A$110m Koolunga BESS Win Backs Record A$2.4bn Order Book and 35% FY26 Guide

Judo Capital (ASX:JDO) Holds A$190m Profit Guidance But Lifts Provisions on SME Uncertainty

Temple & Webster (ASX:TPW) Closes Down 8% at A$6.06 as Sugden Replaces Founder Coulter

South32 (ASX:S32) Slashes Australia Manganese Guidance: 4 ASX Small Caps Set to Benefit

Monash IVF (ASX:MVF) Rejects A$0.90 Soul Patt's Bid; Shares Slide 6% on Second Knockback

Our friendly team is here to help.

ASR

Insights

Education

Documents