11/05/2026 17:10

CSL Limited (ASX:CSL) $100.75

CSL –15.96%: collapsed after cutting FY26 guidance and flagging a further ~US$5bn in impairments, as the company acknowledged its turnaround is taking longer than expected following a strategic review by interim CEO Gordon Naylor. 

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23/04/2026 09:18

CSL Ltd (ASX:CSL) $129.19

This $63bn global biopharma leader operating across three core divisions: CSL Behring, its dominant plasma therapies business generating the majority of earnings; CSL Seqirus, a major global influenza vaccine provider; and CSL Vifor, focused on iron deficiency and kidney disease following its 2022 acquisition.

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05/03/2026 17:24

CSL Limited (CSL) $146.49

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11/02/2026 17:44

CSL Limited (CSL) $163.44

CSL -4.64%: Traded down today on a 1H miss and scepticism they’ll meet full year guidance, which they re-affirmed this morning. The stock was down ~13%R at the lows before sanity prevailed and it recovered some of the very steep losses. We covered the result this morning here, so we’ll just give some flavour around other broker’s views on the number. At MM, we don’t think the result is as bad as the market had feared, and this mornings brutal sell-off down to $150.16, will ultimately prove to the a low point for CSL.

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11/02/2026 09:35

CSL Ltd (CSL) $171.39

CSL captured the headlines for all of the wrong reasons yesterday as they announced the abrupt departure of CEO Paul McKenzie ahead of this morning’s 1H26 results – which are pretty much in line with expectations at the headline level, but some weakness in composition and they have a lot of work to do in the 2H.

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28/10/2025 17:28

CSL Limited (CSL) 177.86

CSL -15.87: Belted today, down as much as 17% to the lowest level since 2018, after the company scrapped its 2026 target to demerge Seqirus. The reason? A sharp drop in US flu vaccination rates (-12% overall, -14% in seniors), pushing Seqirus revenues into a mid-teens decline and undermining the value case for a standalone listing.

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16/09/2025 09:53

Active Growth Portfolio – Amendment

MM is amending the Growth Portfolio

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16/09/2025 09:42

CSL Ltd (CSL) $204.48

After CSL’s aggressive sell-off last month, it's been the topic of conversation with many investors caught long this much-loved $99bn healthcare giant. We discussed CSL in detail following August's result, which led to the sell-off despite earnings being up 14%, cash flow growing 29%, and the company announcing a $750 million share buyback.

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20/08/2025 09:30

CSL Ltd (CSL) $225.50

CSL dominated talk across trading desks on Tuesday with their messy, but not particularly bad, result causing the stock to be punished almost 17%, its worst fall since the GFC.

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19/08/2025 17:53

CSL Limited (CSL) $225.50

CSL –16.89%: Shares experienced their worst fall since 2008 after the FY25 result highlighted weakness in the Behring division and revealed a major strategic restructure including a spinoff of Seqirus, which has created more questions than answers.

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