Tech Stocks In limelight After The Rate Cut
Team Veye | 19-Sep-2025
While tech stocks were looking for a breather after the rate cut, Nvidia- Intel deal further lifted the tech stocks. Best stocks to invest now are
Pro Medicus Limited (ASX: PME)
had another record year in FY25. The company’s revenue jumped 32% to A$213 million while NPAT also increased by 39% to A$115.2 million. Underlying EBIT was up 41% to A$157.7 million and EBIT margins improved to 74%. The balance sheet remains very strong as the company ended the year debt free with A$210.7 million in cash and investments which are up 36% from last year. Growth came from seven new long term contracts worth A$520 million and two big renewals of about A$130 million along with several upgrades. Important highlights are more expansion in North America along with signing deals with leading U.S. hospitals and progress in new product lines such as cardiology, pathology and AI. All this puts PME in a strong position to keep growing into FY26 and the coming years.
WiseTech Global Limited (ASX: WTC)
posted solid FY25 numbers. Its revenue climbed 14% to around U$778.7 million while underlying NPAT went up 30% to U$241.8 million. The main driver was CargoWise which brought in U$682.2 million revenue. EBITDA excluding acquisition costs grew 26% to U$409.5 million which gave a margin of 53%. Free cash flow improved too as it was up 31% at U$287 million .The board declared a final fully franked dividend of 7.7 cents per share which is 24% higher than FY24. Some big highlights were the U$3 billion buyout of e2open that gives more exposure in the U$11 trillion logistics market along with new partnerships, AI product launches and fresh CargoWise contracts across the globe. The outlook for FY26 revenue in the range of U$1.39–1.44 billion and EBITDA between U$550–585 million.
had a very strong June 2025 quarter with revenue jumping 36% year on year to about U$115.4 million. Net income also turned around into profit of U$7 million compared to a loss of U$11 million in the same quarter last year. This shows the operating efficiency of the company is improving.The balance sheet position was strong too with U$384.7 million cash and equivalents at the end of June. Monthly active users also went up 25% reaching 88 million and paid subscribers rose 18% to 3.1 million. Hardware sales were also solid with 21% growth year on year. Looking into future the focus will be on scaling subscription revenue along with growing the family safety ecosystem and adding AI based features. With good cash reserves and rising subscriber numbers Life360 looks in a good position for steady growth into FY26.
Computershare Limited (ASX: CPU)
posted a solid performance in FY25 as revenue was around U$3.1 billion which is 4.4% higher than last year. EBIT income grew by 17.4% to U$411.9 million showing growth in Issuer Services, Corporate Trust and Employee Share Plans. NPAT went up 11.6% to U$793.8 million and EPS increased 15% to 135.1 cents per share which was in line with the upgraded guidance. Operating cash flow improved a lot to U$823.7 million with operating costs kept under control. Shareholders received a 48 cent final dividend which was up 14% and also a completed A$750 million buyback that lifted EPS. Going ahead the company has guided for FY26 EPS growth of about 4% backed by recurring revenue along with margin improvements and strong balance sheet.
(Source: Company Announcements)
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