0230 GMT - Nick Scali's trading update increases confidence at Citi that the Australian furniture retailer's U.K. operation could start breaking even some time in the current fiscal year. Analyst Sam Teeger reckons that break-even on a run-rate basis could occur before the end of June, pointing to recent months' sales orders, refurbishment patterns, and a 58.3% first-quarter gross margin. He tells clients in a note that first-half group revenue guidance looks conservative. Citi has a last-published buy rating and A$24.40 target price on the stock, which is up 11% at A$24.86. ([email protected])

0222 GMT - Woolworths's September-quarter update is seen at Macquarie as potentially prompting cuts to full-year consensus forecasts. Macquarie's analysts tell clients in a note that the supermarket operator's update shows persistent competitive pressures on its domestic food sales, and reckon that further investment in prices is likely. They feel more positive about the performance of Woolworths-owned New Zealand stores, but see the turnaround at its Big W department-store chain taking time. This leaves them warning of downside risks to consensus for the 2026 fiscal year. Macquarie has a last-published neutral rating and A$30.30 target price on the stock, which is up 1.5% at A$27.36. ([email protected])

0217 GMT - Operationally, Liontown Resources is on track, according to UBS analysts. But the lithium miner is "still burning cash and equity has run ahead," the analysts say in a client note. UBS reiterates its sell rating and an A$0.80 target on the stock. With the miner's open pit scheduled to run out by the end of December, "the investment thesis now centers around the underground ramp up," say the analysts. They note that lithium prices are improving, but say there remains uncertainty over the extent of supply disruptions in China, which have been fueling price gains. UBS does "agree with LTR's view of the world that BESS demand represents a key upside demand risk," they add, referring to battery energy storage systems. The stock is down 1.4% at A$1.04. ([email protected]; @RhiannonHoyle)

0213 GMT - The strong share-price reaction to Ansell's first-quarter trading update keeps Macquarie analysts neutral on the stock. They like Ansell's guidance upgrade and acknowledge that the personal protective equipment business acquired from Kimberly-Clark in 2024 is likely to keep performing better than Ansell had initially anticipated. But even with a US$200 million buyback in their forecasts for fiscal 2026, they tell clients in a note that the positive market reaction to the update means that the company looks fairly valued. Macquarie has a last-published A$33.50 target price on the stock, which is up 5.5% at A$36.15. ([email protected])

0212 GMT - Domino's Pizza Enterprises offers potential material upside for Jefferies analysts even if the Australian fast-food franchiser fails to catch a private-equity bid. Michael Simotas and Naveed Fazal Bawa base this view on the contention that Domino's is performing relatively well globally. They reckon this indicates upside if Domino's Pizza Enterprises can improve execution in its territories, which include Germany and Japan as well as Australia. They tell clients in a note that 10X Ebitda looks to be a decent yardstick for any takeover bid, which implies a valuation of A$21.55. Jefferies has a last-published buy rating and A$30.00 target price on the stock, which is up A$5.5% at A$17.47. ([email protected])

0139 GMT - Boss Energy's 1Q uranium production is solid and C1 costs are tracking below annual guidance, Macquarie says in a note. Boss reports nearly 386,000 pounds of U3O8 output at its Honeymoon project, 10% above Macquarie's estimate. The company's so-called C1 costs of A$34/pound are tracking below Boss's FY 2026 guidance of A$41-A$45/pound, Macquarie says. Macquarie has a neutral rating and A$1.80 target on Boss. The stock is up 16% at A$1.85. ([email protected]; @RhiannonHoyle)

0111 GMT - WiseTech Global's latest share-price dive shakes loose its bears at Jarden, where analysts see significant risks in both directions. Raising their recommendation to neutral from underweight, the Jarden analysts say fiscal 2026 consensus expectations remain conservative and tell clients that the logistics-software provider is still a strong growth, high-returning business. However, they also see an investigation into share trades by its executive chair as having the potential to distract management. They reckon there is potential for the stock to rerate if WiseTech reiterates guidance at next month's annual general meeting. Jarden cuts its target price by 11% to A$73.00. Shares are up 0.5% at A$71.85. ([email protected])

0400 GMT - NextDC's bull at Jefferies sees the land held by the data-center operator for development lending further support to his valuation of the stock. Analyst Roger Samuel estimates that the Australia-listed company's existing assets are worth A$9 a share. After parsing several U.S. data-center land-bank portfolios, Samuel tells clients in a note that the next 600MW of assets he estimates NextDC can build through to fiscal 2031 are worth about A$10 a share. That A$19.00 total is just short of his unchanged target price of A$19.50, which is calculated on a discounted cash flow basis. He reckons NextDC looks relatively cheap given its total pipeline. Shares are down 0.2% at A$16.185. ([email protected])

0347 GMT - The convenience and performance of Life360's tech supports Morgan Stanley analysts' confidence that its new pet trackers will be a success. James Bale and Chenny Wang, who are overweight on the location-app provider, tell clients in a note that cheaper Bluetooth tracking devices are prone to performance issues. They also see Life360's ability to bundle pet tracking in with its existing subscription services as convenient for consumers. Users who pay the up-front cost of a Life360 pet-tracking device are also less likely to drop the subscription due to sunk-cost psychology, the analysts add. They keep a A$58.50 target price on Life360's Australia-listed stock, which is down 1.4% at A$49.45. ([email protected])

(END) Dow Jones Newswires