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).

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

21/08/2025 18:01

Goodman Group (GMG) $35.62

GMG  -1.44%: Reversed lower on Thursday after encountering some profit-taking into new highs. Full-year operating profit matched expectations, although their FY26 outlook felt a touch conservative, but they do like to upgrade.

Read more

15/07/2025 09:27

Goodman Group (GMG) $33.84

GMG has bounced ~40% after selling off aggressively following its massive $4bn cap raise in February for data centre (DC) expansion. Before the raise was even digested, “Liberation Day” was upon us driving the stock lower, not great timing, albeit a short-term speed bump in the big picture.

Read more

29/05/2025 09:29

Goodman Group (GMG) $32.96

There were no headline surprises from GMG when it reaffirmed guidance on Wednesday and we initially thought it might disappoint a market that’s used to plenty of upgrades from Greg Goodman & Co., and the stock did initially dip ~50c.

Read more

27/05/2025 09:39

Goodman Group (GMG) $32.84

The GMG share price has endured a tough year after raising $4bn at $33.50 in February for data centre (DC) expansion, investors who bought into the raise are still down 2%. We remain fans of GMG’s industrial business and the future demand for data centres, and we remind subscribers that the recent capital raise is only ~6% of the company's current significant $67bn market capitalisation.

Read more