REA Group Prompts Caution at Macquarie -- Market Talk

Dow Jones05-11 09:35

0135 GMT - Macquarie analysts sound more cautious on REA Group than many of their counterparts, telling clients that they see the stock as fairly valued. Maintaining a neutral rating, the investment bank's analysts write in a note that the News Corp-controlled real-estate advertiser is trading at about 32 times 12-month forward earnings. This looks about right to them, given management's modest caution on fiscal 2027 buy yield and volume. More positively, the analysts flag the company's speedy incorporation of artificial-intelligence-driven features and its careful cost management. Macquarie trims its target price 5% to A$190.00. Shares are down 1.0% at A$175.13. 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

May 10, 2026 21:35 ET (01:35 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2634478584?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-11 09:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2634478584","market":"fut","top_or_hot":-1,"title":"REA Group Prompts Caution at Macquarie -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0135 GMT - <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts sound more cautious on REA Group than many of their counterparts, telling clients that they see the stock as fairly valued. Maintaining a neutral rating, the investment bank's analysts write in a note that the <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>-controlled real-estate advertiser is trading at about 32 times 12-month forward earnings. This looks about right to them, given management's modest caution on fiscal 2027 buy yield and volume. More positively, the analysts flag the company's speedy incorporation of artificial-intelligence-driven features and its careful cost management. Macquarie trims its target price 5% to A$190.00. Shares are down 1.0% at A$175.13. <a href=\"https://laohu8.com/S/NWSLL\">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  May 10, 2026 21:35 ET (01:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>REA Group Prompts Caution at Macquarie -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nREA Group Prompts Caution at Macquarie -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-11 09:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0135 GMT - <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts sound more cautious on REA Group than many of their counterparts, telling clients that they see the stock as fairly valued. Maintaining a neutral rating, the investment bank's analysts write in a note that the <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>-controlled real-estate advertiser is trading at about 32 times 12-month forward earnings. This looks about right to them, given management's modest caution on fiscal 2027 buy yield and volume. More positively, the analysts flag the company's speedy incorporation of artificial-intelligence-driven features and its careful cost management. Macquarie trims its target price 5% to A$190.00. Shares are down 1.0% at A$175.13. <a href=\"https://laohu8.com/S/NWSLL\">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  May 10, 2026 21:35 ET (01:35 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":"REA.AU","symbol_name":"REA GROUP LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2634478584","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2634478584","pubTimestamp":1778463300,"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":"0135 GMT - Macquarie analysts sound more cautious on REA Group than many of their counterparts, telling clients that they see the stock as fairly valued. Maintaining a neutral rating, the investment bank's analysts write in a note that the News Corp-controlled real-estate advertiser is trading at about 32 times 12-month forward earnings. This looks about right to them, given management's modest caution on fiscal 2027 buy yield and volume. More positively, the analysts flag the company's speedy incorporation of artificial-intelligence-driven features and its careful cost management. Macquarie trims its target price 5% to A$190.00. Shares are down 1.0% at A$175.13. 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":{"REA.AU":"REA GROUP LTD","BK7503":"科技股","REA":"Rare Earths Americas","BK7002":"互动媒体与服务"},"translate_title":"REA集团敦促麦格理保持谨慎——市场谈话","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REA":1.5,"REA.AU":0.9},"content_text":"0135 GMT - Macquarie analysts sound more cautious on REA Group than many of their counterparts, telling clients that they see the stock as fairly valued. Maintaining a neutral rating, the investment bank's analysts write in a note that the News Corp-controlled real-estate advertiser is trading at about 32 times 12-month forward earnings. This looks about right to them, given management's modest caution on fiscal 2027 buy yield and volume. More positively, the analysts flag the company's speedy incorporation of artificial-intelligence-driven features and its careful cost management. Macquarie trims its target price 5% to A$190.00. Shares are down 1.0% at A$175.13. 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  May 10, 2026 21:35 ET (01:35 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":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2634478584","isCrawlerRequest":true}