FEBRUARY 2026 REPORTING SEASON

Earnings are rising but prices are not. These companies sit where the market’s disconnect may be most visible.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

With US hospitals signing on and fresh capital in the bank, 4DX enters its scaling phase. Execution now matters more than ever.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

It started soft but finished strong - Ben Clark brings us near the finish line of a huge reporting season

There's constructive signs for Qantas, but it must prove it can manage competition while staying disciplined on costs and capacity.

Will Taylor of ETF Shares explains why AI may enhance the product but WiseTech’s value comes from its deeply embedded network.

A strong first half, upgraded guidance and stabilising market share have investors reassessing the turnaround story.