sector coverage
Information Technology research
Information Technology coverage collects dated research on business quality, return drivers, balance-sheet resilience, and what the market is paying for.
5 editions linked in this hub.
Coverage
- 30 July 2026Appen's quarterly pop prices AI-data growth before margin proofAppen Limited (ASX:APX) jumped after Q2 FY26 revenue and EBITDA improved; the question is whether China-led AI data demand can fund margins.
- 22 July 2026Xero's software selloff puts growth duration before Melio synergiesXero (ASX:XRO) fell in early trade; the test is whether software-duration risk now outweighs its Melio payment option.
- 9 July 2026Megaport's entitlement-offer rally puts funded growth back on trialMegaport (ASX:MP1) jumped after completing its retail entitlement offer. The test is whether funded network growth can earn the higher price.
- 7 July 2026WiseTech's relief rally still has to carry e2open's debtWiseTech Global (ASX:WTC) jumped about 9% as software risk eased; the test is whether CargoWise returns can absorb e2open debt.
- 2 July 2026NEXTDC's data-centre selloff tests how much AI demand can outrun capexNEXTDC (ASX:NXT) fell about 4.6% intraday. We test whether AI data-centre demand offsets capex, debt and valuation duration.