28/05/2026 09:28

Goodman Group (ASX: GMG) $31.13

GMG delivered a broadly inline trading update this week, reaffirming FY26 guidance, but it was the market's reaction that we found the most interesting - the stock initially dipped under $29,  for the first time since April, before reversing higher; it closed ~9% above the swing low on Wednesday.

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21/04/2026 09:22

Goodman Group (ASX:GMG) $29.82

GMG, one of the world's largest industrial property companies, has made one of the most significant strategic pivots on the ASX, transforming from a logistics and warehouse landlord into a major force in global DC development. Data centres now account for almost 70% of Goodman's total development work-in-progress of $12.4 billion, with that figure projected to grow to over $17.5 billion by June 2026, anchored by a secured pipeline of 1.8 gigawatts across power-constrained metro locations in Sydney, Tokyo, Paris, Frankfurt, Los Angeles and Hong Kong.

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19/02/2026 17:18

Goodman Group (GMG) $29.82

Goodman Group (GMG) -3.96%: we covered this morning, however a few points to add post call and negative market reaction. The market has sold it off on occupancy and China softness, despite a headline beat driven by development (including data centres) and net interest income. 

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19/02/2026 09:41

Goodman Group (GMG) $31.05

GMG delivered a solid 1H result, with operating profit slightly ahead of consensus despite revenue softness, while guidance was reaffirmed for ~9% EPS growth.

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23/12/2025 16:40

Goodman Group (GMG) $31.63

GMG +8.25%:  The ASX’s premier property player has taken another step in building out its global digital infrastructure pipeline, announcing a 50/50 European data centre partnership with Canada Pension Plan Investment Board (CPP Investments).

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23/12/2025 09:07

Goodman Group (GMG) $29.22

GMG is a major industrial/property group with a growing digital infrastructure footprint, including data-centre (DC) development and power capacity for hyperscale facilities. GMG is different in the data-centre space because it approaches it as a property developer and owner, not a pure data-centre operator like NEXTDC. Goodman mainly develops, owns and leases data-centre real estate, while specialist operators run the facilities and sell colocation services, i.e. NXT, by contrast, operates the data centres itself.

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05/11/2025 17:26

Goodman Group (GMG) $31.23

GMG -3.4%: edged higher today after reaffirming its full-year operating earnings per share (EPS) guidance at +9% for FY26 – inline with expectations, though they did suggest a 2H skew is likely.

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05/11/2025 17:23

Goodman Group (GMG) $31.23

GMG -3.4%: edged higher today after reaffirming its full-year operating earnings per share (EPS) guidance at +9% for FY26 – inline with expectations, though they did suggest a 2H skew is likely.

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05/11/2025 16:54

James Gerrish on Ausbiz

This morning, James covered Profit taking in technology and resources sectors following strong rallies Goodman Group (ASX:GMG) reconfirms earnings guidance, spoke to a 2H skew which is out of the ordinary.  Commodities impacted by rising US dollar and market volatility, but long-term outlook remains positive AI trade not seen as a bubble; fundamentals in key global tech names remain strong.

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23/10/2025 09:48

Goodman Group (GMG) $33.76

GMG is known as one of Australia’s largest industrial property and logistics real-estate players, however, they are now making a substantial strategic shift into the data-centre / digital infrastructure business.

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