Australia's Data#3 Gets New Bull on AI, Tech Tailwinds -- Market Talk

Dow Jones

2025/08/13

0155 GMT - Australia's Data#3 gets a new bull at Macquarie, where the software and hardware reseller is seen offering investors exposure to AI growth trends. Initiating coverage of the stock with an outperform rating, Macquarie analysts tell clients in a note that they anticipate a revenue tailwind from Microsoft's cessation of support for Windows 10, which should bump sales of Windows 11 and devices capable of running it. They think that increased adoption of AI-capable PCs and recoveries in spending by small-to-medium sized business could present further upside to their fiscal 2026 forecasts. Macquarie puts a A$9.00 target price on the stock, which is up 4.9% at A$7.885. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

August 12, 2025 21:55 ET (01:55 GMT)

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Initiating coverage of the stock with an outperform rating, Macquarie analysts tell clients in a note that they anticipate a revenue tailwind from Microsoft's cessation of support for Windows 10, which should bump sales of Windows 11 and devices capable of running it. They think that increased adoption of AI-capable PCs and recoveries in spending by small-to-medium sized business could present further upside to their fiscal 2026 forecasts. Macquarie puts a A$9.00 target price on the stock, which is up 4.9% at A$7.885. (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  August 12, 2025 21:55 ET (01:55 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1974910355.USD","symbol_name":"Allianz Thematica Cl AMg DIS USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2559767836","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2559767836","pubTimestamp":1755050100,"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":"0155 GMT - Australia's Data#3 gets a new bull at Macquarie, where the software and hardware reseller is seen offering investors exposure to AI growth trends. Initiating coverage of the stock with an outperform rating, Macquarie analysts tell clients in a note that they anticipate a revenue tailwind from Microsoft's cessation of support for Windows 10, which should bump sales of Windows 11 and devices capable of running it. They think that increased adoption of AI-capable PCs and recoveries in spending by small-to-medium sized business could present further upside to their fiscal 2026 forecasts. Macquarie puts a A$9.00 target price on the stock, which is up 4.9% at A$7.885. 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Initiating coverage of the stock with an outperform rating, Macquarie analysts tell clients in a note that they anticipate a revenue tailwind from Microsoft's cessation of support for Windows 10, which should bump sales of Windows 11 and devices capable of running it. They think that increased adoption of AI-capable PCs and recoveries in spending by small-to-medium sized business could present further upside to their fiscal 2026 forecasts. Macquarie puts a A$9.00 target price on the stock, which is up 4.9% at A$7.885. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 12, 2025 21:55 ET (01:55 GMT)\n\n\n  Copyright (c) 2025 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"}}}