Aussie Broadband's Cost Growth Should Run Slower than Inflation

Dow Jones
Jul 15

2357 GMT - For Aussie Broadband, the slowdown in residential subscriber growth has played out and is more than priced into its stock, says Jarden. It upgrades Aussie Broadband to overweight from neutral, while keeping its price target unchanged at 5.50 Australian dollars a share. "Into FY27/FY28, the market appears to be underestimating the cost opportunity as replatforming converts scale into operating leverage," says analyst Liam Robertson. Aussie Broadband's costs should grow less quickly than inflation. That allows the company to grow earnings ahead of market expectations despite the residential slowdown, before any boost from acquisitions, Jarden says. Aussie Broadband ended Tuesday at A$4.70. (david.winning@wsj.com; @dwinningWSJ)

 

(END) Dow Jones Newswires

July 14, 2026 19:57 ET (23:57 GMT)

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