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Is Macquarie Reassessing WiseTech Global (ASX:WTC) Stock Rating?

Macquarie has revised its stock rating onWiseTech Global Ltd (ASX:WTC)in a research note released in December 2025, reflecting updated assumptions following recent market developments. The change forms part of a broader reassessment by the brokerage firm as it reviewed sector trends and company-specific disclosures.

Team Kalkine | 22 December 2025

Electro Optic Systems (ASX:EOS) Shares in Focus Following USD 80m Conditional Contract

Electro Optic Systems Holdings Limited (ASX:EOS) has entered into a binding conditional agreement with a customer in the Republic of Korea for a total contract value of USD 80 million, equivalent to about AUD 120 million. The agreement covers the manufacture and sale of …

Team Kalkine | 15 December 2025

Macquarie Research Assigns Outperform Rating to Megaport (ASX:MP1) with AUD 21.70 Target Price

Megaport Limited (ASX:MP1) has received an outperform rating from Macquarie Research, accompanied by a target price ofAUD 21.70. The rating arrives during a period of continued operational activity for the Network-as-a-Service provider, including anacquisition, acapitalraising initiative and recent changes to its board composition.

Team Kalkine | 10 December 2025

NEXTDC (ASX:NXT) on Investor’s Radar on Friday. Here’s Why.

Shares of NEXTDC Limited (ASX:NXT) gained over 7% to trade at AUD 14.47 per share on 5 December 2025 morning, reflecting positive momentum following significant customer contract wins and an announcedpartnershipwith OpenAI. The two companies have agreed to develop a sovereignAIinfrastructure initiative at NEXTDC’s …

Team Kalkine | 05 December 2025

Nuix (ASX:NXL) Expands Debt Facilities to AUD 50 Million to Acquire Linkurious SAS

Nuix Limited (ASX:NXL) has entered into an agreement to acquire Linkurious, a France-based provider of graph-powered analytics and investigation software. The transaction involves the purchase of 100% of the issuedshare capitalof Linkurious SAS, a société par actions simplifiée headquartered in Paris.

Team Kalkine | 04 December 2025

NEXTDC (ASX:NXT) Raises FY26 Capex by AUD 400 Million

NEXTDC Limited (ASX:NXT) announced an update to its contracted utilisation andcapital expenditureguidance following recent customer contract activity. As at 1 December 2025, the company reported that pro forma contracted utilisation increased by 71 megawatts (MW), representing a 29% rise from 30 June 2025 levels. …

Team Kalkine | 01 December 2025

WiseTech Global (ASX:WTC) on Investor's Radar. Here's Why.

WiseTech Global Limited (ASX:WTC) has announced the appointment of Ms Raelene Murphy as an additional Independent Non-Executive Director, effective 1 January 2026. The appointment forms part of the company’s previously disclosed Board renewal program. Along with joining the Board, Ms Murphy will also become …

Team Kalkine | 27 November 2025

Megaport (ASX:MP1) Expands into India and Global Data Centres

Megaport Limited (ASX:MP1) presented its financial results for FY25 during the Annual General Meeting. The company reported AnnualRecurring Revenue(ARR) of AUD 243.8 million, representing a 20% increase compared to the previous year. Revenue reached AUD 227.1 million, up 16%, while net cash increased by …

Team Kalkine | 26 November 2025

ASX Tech Index (ASX:XIJ) Extends Sharp Declines Amid Global Market Weakness

The S&P/ASX 200 Information Technology Index (ASX:XIJ) extended its recent weakness on Friday, falling 0.89% during the session. The decline adds to a broader negative trend, with the index down 8.17% over the past week and a steep 20.35% drop across the past month. …

Team Kalkine | 21 November 2025

WiseTech (ASX:WTC) Reaffirms FY26 Revenue Guidance of AUD 1.39bn–1.44bn

WiseTech Global (ASX:WTC) released its FY25 financial results, reporting totalrevenueof AUD 778.7 million, representing 13 percent organic growth. CargoWise, the group’s core platform, generated AUD 682.2 million in revenue during the year, delivering 17 percent organic growth driven by customer usage across global logistics …

Team Kalkine | 21 November 2025