Azzet reports on three stocks with double digit price moving updates today.
Guzman y Gomez jumps on 3Q update ~
Shares in Guzman y Gomez (ASX: GYG) were trading 18.2% higher by 1 pm AEST (3 am GMT) following the release of the Mexican-themed fast-food chain’s strong Q3 FY26 quarterly update that, by all accounts, exceeded investor expectations.
Same store sale of 6.6% were well ahead of the 4.8% growth experienced in the previous quarter and beat most analysts' expectations.
Due to strong guest demand, operational execution across its Australian restaurants and a new Uber Eats partnership launched in February, network sales of $345.9 million in 3Q were up 19.5% on the previous year.
After falling 1.1% in the previous quarter, the U.S. operation is showing early signs of green shoots with same-store sales up 2.2%; however, analysts were expecting greater growth and attributed underwhelming growth to the DoorDash deliveries being dropped early March.
Five new restaurants were opened in Australia during the quarter, including additional drive-through locations, bringing the total to 242, while two new restaurants were opened in U.S.
GYG’s proprietary order management system was successfully piloted across more drive-thru outlets, with a full network rollout planned in the coming months.
Commenting on today’s update, management told the market that transaction growth was outpacing sales growth, which in layman’s terms means more customer visits but less being spent per visit.
The company reaffirmed 2025-26 guidance, expecting Australia segment underlying earnings of 6% to 6.2% of network sales and 32 new restaurant openings, including 23 drive-throughs.
However, based on the strength of today’s update, some analysts are expected to revise their earnings forecasts.
While today’s update is clearly encouraging, the 40% share price fall over the last 12 months suggests the growth trajectory that propelled the stock to over $40 a share in November 2024 is now in question.
The jury is now out on the chain’s ability to mirror growth through store expansion, with rising labour costs, food inflation, operational expenses and costs blowing out, eating into profitability.
Broker uncertainty in the stock is reflected in the mixed outlook, with seven of the 13 analysts - based on TradingView data – rating the stock a buy or strong buy, five have hold ratings, and one has a strong sell.
While some forecasts suggest the stock could climb as high as $31.00, the average price target sits at $22.67, which suggests a potential upside of around 49% based on today’s price.
Guzman Y Gomez Limited has a market cap of $1.8 billion; the share price is up 11% in the last week.
The stock’s shares appear to be in a long-term bearish trend, confirmed by multiple indicators.
Consensus is Moderate Buy.
NextDC jumps after raising $1bn to fund growth
Shares in NextDC (ASX: NXT) were trading 12.5% higher after the data centre developer/operator told the market it was raising A$1 billion through a wholesale offer of subordinated hybrid securities to help execute its contracted forward order book across the period to FY29 and fund new projects.
Supported by a binding commitment - if other investors do not take it up - from Canadian Investment group, La Caisse, it’s understood that the hybrids have a 100-year maturity, a five-year non-call period, and are classified as debt for accounting purposes.
Currently being offered to a group of institutional investors – with a closing date of 23 April – the hybrid securities are deeply subordinated instruments and rank junior to all existing and future debt obligations and senior only to the company’s ordinary shares and any other equity securities.
Following completion of the hybrids, it’s understood that NextDC also intends to pursue a subordinated wholesale notes issue in the Australian wholesale debt market to raise further funds.
Commenting on today’s update, management told the market that the funds will provide flexible, long-term capital to support NextDC’s strategic growth initiatives, including the development of existing data centre assets and the expansion of future capacity.
“… the La Caisse commitment represent another step toward NEXTDC delivering on a material step-change in the scale of our business as we deliver on the Company’s contracted forward order book across the period to FY29 and make further investments across the portfolio of new projects.” said CEO Craig Scroggie.
“This commitment will help underpin NEXTDC’s construction program, supporting growing demand for digital infrastructure in Australia and adding to La Caisse’s long track record in partnering with high-quality infrastructure operators through their growth phase.”
Once the new securities are issued, NextDC is expected to have liquidity of about $5.2 billion.
While investors appear to have bought into the stock’s growth story, the falling share price since September 2025 suggests market uncertainty over the data centre narrative.
What appears to have derailed investor sentiment is growing wariness of the company's massive capital expenditure.
For FY26, NextDC upgraded its capex guidance to $2.4–$2.7 billion, leading to concerns that the business remains deeply unprofitable at a statutory level while burning significant free cash flow.
This concern was reflected in a "first strike" at the AGM against the adoption of the remuneration report.
In light of these concerns, some analysts have pointed to a high Price-to-Sales (P/S) multiple - roughly 21.4x - which sits well above industry peers; making the stock vulnerable during broader tech sector pullbacks.
NextDC has a market cap of $8.1 billion; the share price is up 27% in one year and up 13% in the last week.
Sentiment among investors has been weak, resulting in a bearish-sloping 200-day moving average.
Consensus is Strong Buy.
Cauldron Energy leaps on ETF inclusion
Shares in Cauldron Energy (ASX: CXU) were trading 16.3% higher at noon following revelations that the uranium-focused miner has been included in the BetaShares Global Uranium ETF (ASX: URNM).
Within its note to the ASX this morning, Cauldron told the market that Betashares currently holds 15.8 million Cauldron shares worth $678,352.
Commenting on the significance of today’s update, management told the market that ETF inclusion is an extremely positive endorsement of Cauldron’s progress and positioning within the uranium sector.
According to its website, the URNM ETF has returned 89.64% over the year to the end of March, and 26.47% per annum over five years.
Given that nuclear energy is increasingly being accepted as a safe, reliable, low-carbon energy source, demand for uranium to fuel nuclear power stations is projected to grow strongly.
“As global capital continues to flow into nuclear energy and uranium equities, inclusion in a leading ETF such as URNM enhances our visibility to a broader investor base and supports our ongoing growth strategy,” said CEO of Cauldron Energy, Jonathan Fisher.
He also expects inclusion within the ETF to enhance global investor awareness of Cauldron, broaden access to institutional and passive capital flows, and support liquidity and trading volumes over time.
Today’s update follows the recent update of Cauldron’s mineral resource at its flagship 100% owned Yanrey project in WA, increasing it by 13.67 million pounds of uranium oxide to more than 55 million pounds.
Cauldron’s Yanrey Uranium Project is located around 100 km south of Onslow and covers a large area with over 80 kms of ancient Early Cretaceous coastline.
In early February, the miner announced positive groundwater analysis results from its Yanrey Uranium Project.
The analysis of groundwater samples, collected during the 2025 drill program from the Manyingee South, Manyingee North, and Cosgrove palaeochannels, reveals low levels of chlorine and sulphate.
These results indicate that the groundwater in these palaeochannels is likely suitable for In-Situ Recovery (ISR) operations.
Today’s market update follows a massive bid for $1.25 million worth of stock on 2 April and another for almost $2 million at the close, which sent the shares higher and triggered a “please explain” from the ASX.
These bids may have something to do with Fisher’s recent visit with Navoiyuran, Uzbekistan’s national uranium company, as part of an ongoing memorandum of understanding.
Cauldron Energy Limited has a market cap of $105 million; the share price is up 567% in one year and up 147% in the last week.
The stock appears to be in a strong bullish trend, confirmed by multiple indicators.
Consensus does not cover this stock.
This article does not constitute financial or product advice. You should consider independent advice before making financial decisions.
