[BUY] Pinnacle Investment Management (ASX: PNI) – Flows Hold Up as Private Markets Weigh on Forecasts
Buy rated by institutional sell-side research with an A$18.64 target, 17.8 per cent upside. Pinnacle’s FUM rose A$8.7 billion to A$238.1 billion.
Latest Stock Research & Market Analysis
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ASX Stock Research
[HOLD] Cochlear (ASX: COH) – Recovery on Track but Market Share Is the Watch Point
Hold, sell-side target A$137.40, 2.7 per cent below the A$141.15 share price. Cochlear’s market is recovering while rivals contest its share.
[SELL] PLS (ASX: PLS) – Bigger P2000 Expansion Comes at a Higher Cost
Rated Sell by sell-side research, A$3.50 target: PLS lifts P2000 spend to about A$2.5 billion, pushing free cash flow negative to decade end.
[BUY] BHP (ASX: BHP) – Bulks Carry a Soft Copper Quarter as the Growth Pipeline Builds
Buy, A$65.70 target, 14.1 per cent upside from A$57.56. Bulks offset a soft copper quarter. Trailing yield 4.2 per cent, fully franked.
[SELL] Bank of Queensland (ASX: BOQ) – Rate Tailwind Masks Weakening Underlying Profitability
Sell: institutional sell-side research targets A$5.90 for Bank of Queensland, 16.5 per cent below A$7.07, as a rate-driven margin lift fades.
Global Macro and Market Research
Why RBA Statements Say Less About the Next Rate Move Than Investors Think
RBA statements carry only a faint signal on rate moves, and just 29 per cent of Australians know its employment mandate, new research finds.
Why The RBA Is Getting Harder To Read Ahead Of Decision Days
The RBA has dropped forward guidance and its hedging language has risen since 2023, coinciding with bigger market surprises on decision days.
The Last Mile of Inflation Is a Goods Problem in Australia, Not a Services One
Australia’s trimmed mean inflation hit 3.6% in August, the hottest of six major economies, and it’s goods prices driving it, not services.
Global Stock Research
[BUY] American Tower (NYSE: AMT) – Data Centers and Buybacks Carry a Soft US Quarter
Buy, US$215.00 target, 14.8 per cent upside. CoreSite data center growth and a US$2.0 billion buyback offset a soft US leasing quarter for AMT.
[BUY] Teledyne (NYSE: TDY) – Digital Imaging Strength Drives a Full-Year Guidance Upgrade
Buy rated by institutional sell-side research with a US$915.00 target, 37.5 per cent upside, after Teledyne beat and raised 2026 guidance.
[BUY] Applied Materials (NASDAQ: AMAT) – AI Demand and Higher Margin Targets Point to Bigger Earnings Power
Buy, US$670.00 target, 65.4 per cent upside, per institutional sell-side research. AI equipment demand and higher margin targets drive Applied Materials.
[BUY] 4D Molecular Therapeutics (NASDAQ: FDMT) – One-Time Gene Therapy Heads Into a Defining Phase 3 Readout in Wet AMD
Buy rated by institutional sell-side research with a US$32.00 target, 148.6 per cent upside, ahead of Phase 3 wet AMD gene therapy data in 2Q27.
[BUY] On Holding (NYSE: ONON) – Margin Expansion Is Running Ahead of the Tariff Refund
Buy-rated On Holding (ONON); US$44 target, 45.7% upside. Q2’26 adj. EBITDA margin 19.8%, gross margin 65.4%, before any tariff refund.
Region & Industry Outlook
Why Aerospace & Defense Spending Is Tilting Toward Cheap Drones and Munitions
Defense spending is tilting toward drones, counter-drone systems and munitions on a $1.15 trillion base budget, says institutional sell-side research.
US Tech (Nasdaq-100) Outlook and Why AI Rewards Software That Owns Its Data
US tech outlook: AI is pushing software spend toward fewer platforms with hard-to-copy data. One example covers more than 240mn US consumers.
Why Healthcare Growth Now Hinges on New Drug Launch Momentum
Healthcare outlook: new drug launches drive sector growth, with an HIV prevention injection keeping more than 70 per cent of users at six months.
ASX Announcement
Evolution Mining (ASX: EVN) – Evolution Mining Completes Carnaby Acquisition
Evolution Mining has completed its acquisition of Carnaby Resources, combining two Australian gold producers through a Court-approved Scheme of Arrangement implemented on 10 November 2026. The transaction marks a significant consolidation in the precious metals sector...
Ingenia Communities Group (ASX: INA) – AVID Exercises Matching Right 19
AVID Property Group Holdings has exercised its matching right under its process deed with Ingenia Communities Group, matching Warburg Pincus's non-binding proposal at a price of $5.55 per stapled security. When factoring in Ingenia's potential half-year distribution...
Dicker Data (ASX: DDR) – Dicker Data Declares Fifth Dividend
Dicker Data has declared an ordinary quarterly dividend of AUD 0.115 per share for the quarter ended 30 September 2026, fully franked at a 30 percent corporate tax rate. The full franking is significant for Australian resident investors, as it provides attached...
Brambles (ASX: BXB) – Brambles Prices 850M Euro Green Bond
Brambles Limited has priced an €850 million green bond under its European Medium-Term Note programme, marking a significant capital raising activity that demonstrates the...
Monadelphous Group (ASX: MND) – Monadelphous Group Business Update 2
Monadelphous Group Limited has provided guidance for the half year ending 31 December 2026, forecasting revenue of approximately $1.7 billion and net profit after tax in the...
Top Stock Reports
5 Best Shares to Buy Right Now in Australia
Finding the best shares to buy on the ASX requires more than just scanning a screener or chasing whatever is up this week. We focus on companies with strong competitive positioning, visible earnings growth, and a catalyst to drive the share price higher over the next...
5 Best US Shares to Buy Right Now
US equities offer Australian investors access to some of the most innovative and fastest-growing companies in the world. The sheer depth of the American market means there are opportunities across sectors that simply do not exist on the ASX, from cutting-edge biotech...
5 Best Dividend Stocks to Buy [ASX Blue Chip Stocks]
Dividend investing on the ASX remains one of the most reliable ways to build long-term wealth. Blue chip dividend stocks offer a combination of regular income and capital growth that is difficult to replicate through other strategies, particularly in an environment...
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