Macquarie Stays Cautious on REA Amid AI Uncertainty -- Market Talk

Dow Jones

02/09

0035 GMT - Uncertainty over AI impacts and market sentiment toward tech-related stocks keep Macquarie analysts cautious on REA Group despite the Australian real-estate advertiser's solid medium-term earnings outlook. The analyst tell clients in a note that the company's medium-term earnings appear intact following its 1H results. Macquarie's forecasts are for compound annual EPS growth of more than 15% through FY 2028, which includes the newly announced A$200 million buyback. However, the analysts are cautious on where the market will end up valuing the stock against the current backdrop. Macquarie cuts its target price 4.8% to A$200.00 and stays neutral on the stock. Shares rise 1.5% to A$170.67. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 08, 2026 19:35 ET (00:35 GMT)

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The analyst tell clients in a note that the company's medium-term earnings appear intact following its 1H results. Macquarie's forecasts are for compound annual EPS growth of more than 15% through FY 2028, which includes the newly announced A$200 million buyback. However, the analysts are cautious on where the market will end up valuing the stock against the current backdrop. Macquarie cuts its target price 4.8% to A$200.00 and stays neutral on the stock. Shares rise 1.5% to A$170.67. <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a> is the parent company of Dow Jones &amp; Co., publisher of The Wall Street Journal and Dow Jones Newswires. 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The analyst tell clients in a note that the company's medium-term earnings appear intact following its 1H results. Macquarie's forecasts are for compound annual EPS growth of more than 15% through FY 2028, which includes the newly announced A$200 million buyback. However, the analysts are cautious on where the market will end up valuing the stock against the current backdrop. Macquarie cuts its target price 4.8% to A$200.00 and stays neutral on the stock. Shares rise 1.5% to A$170.67. <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a> is the parent company of Dow Jones &amp; Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 08, 2026 19:35 ET (00:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7002","symbol_name":"互动媒体与服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610166506","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610166506","pubTimestamp":1770597300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0035 GMT - Uncertainty over AI impacts and market sentiment toward tech-related stocks keep Macquarie analysts cautious on REA Group despite the Australian real-estate advertiser's solid medium-term earnings outlook. The analyst tell clients in a note that the company's medium-term earnings appear intact following its 1H results. Macquarie's forecasts are for compound annual EPS growth of more than 15% through FY 2028, which includes the newly announced A$200 million buyback. However, the analysts are cautious on where the market will end up valuing the stock against the current backdrop. Macquarie cuts its target price 4.8% to A$200.00 and stays neutral on the stock. Shares rise 1.5% to A$170.67. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7002":"互动媒体与服务","BK7503":"科技股","REA.AU":"REA GROUP LTD"},"translate_title":"在人工智能不确定性中，麦格理对REA保持谨慎态度——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REA.AU":0.9},"content_text":"0035 GMT - Uncertainty over AI impacts and market sentiment toward tech-related stocks keep Macquarie analysts cautious on REA Group despite the Australian real-estate advertiser's solid medium-term earnings outlook. The analyst tell clients in a note that the company's medium-term earnings appear intact following its 1H results. Macquarie's forecasts are for compound annual EPS growth of more than 15% through FY 2028, which includes the newly announced A$200 million buyback. However, the analysts are cautious on where the market will end up valuing the stock against the current backdrop. Macquarie cuts its target price 4.8% to A$200.00 and stays neutral on the stock. Shares rise 1.5% to A$170.67. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 08, 2026 19:35 ET (00:35 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}