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Aussie Broadband Ltd ASX:ABB

0 opened or increased8 held1 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 15 managers in total.

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20252026

28 Feb 2024 to today

Commentary Showing 2 of 34

DateManagerActionSummary

31 Aug 2026Blackwattle Investment PartnersHeldBlackwattle Investment Partners continues to hold its position in Aussie Broadband despite shares falling 9.4% after the company delivered a solid FY26 result featuring 26% EPS growth, a modest consensus beat, and a newly announced $115 million buyback. Blackwattle notes the market focused on softness in gross margins as an early signal of heightened competitive intensity rather than the meaningful operating leverage being generated through scale and cost efficiencies. The manager views the stock as trading at its cheapest valuation since listing, at just 13 times earnings, and expects EPS growth exceeding 25% over the next two years with further upside from upgraded FY28 targets.

TelecommunicationsMonthly Report, price recorded $4.32

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30 Jun 2026QVG CapitalHeldQVG Capital continues to hold Aussie Broadband because, despite a mixed trading update in June 2026 where net customer adds in the core Aussie brand and wholesale partners More and Tangerine fell short of expectations while earnings met guidance and consensus, the manager remains optimistic on the medium-term earnings growth outlook. QVG notes multiple profit drivers including organic subscriber additions from recently won wholesale partnerships, acquisitions, and a medium-term opportunity to improve cost efficiency and margins as the business transitions from its traditional full-service, domestic call-centre model toward self-serve tools and refreshed operating systems. The manager also highlights that Aussie Broadband trades at a material valuation discount to its closest listed peer, Superloop.

TelecommunicationsMonthly Report, price recorded $4.93

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32 more comments on ABBPro shows every comment, with a link to each source document.

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Articles

30 Jun 2026Aussie Broadband ABB Fund Manager Commentary and Investment Thesis

About Aussie Broadband Ltd

Information Technology, Diversified Telecommunication Services

Aussie Broadband (ASX:ABB) is a challenger telco that fund managers regard as a quality growth business at a reasonable price. In August 2026, Blackwattle reported a solid FY26 result with earnings per share up 26%, a modest beat, and a $115 million buyback, though the shares fell 9%. Investors Mutual rated it a buy, citing around 18 times FY27 earnings against modelled 30% compound growth, and Hayborough and Ophir highlighted continued market share gains from Telstra. QVG noted a mixed June update with customer additions below expectations. Aussie Broadband operates in the Communication Services sector within the Diversified Telecommunication Services industry, and Thesis Tracker has captured 33 comments from 15 fund managers, including Blackwattle, Investors Mutual, Hayborough, Ophir and QVG. Founded in 2008 and based in Morwell, Victoria, Aussie Broadband provides NBN broadband, mobile and enterprise services and owns fibre infrastructure through Symbio and its own network.

Market cap: $1.3b
Price to earnings: 37.8x
Return on equity: 5.6%
Dividend yield: 1.7%
Price to book: 2.00x
Net margin: 2.7%
52-week range: $3.97 to $6.10

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Aussie Broadband Ltd (ASX:ABB)?

Fund managers including Milford Asset Management, Blackwattle Investment Partners, Ausbil Investment Management, Cooper Investors, QVG Capital, Wilson Asset Management, Pendal Group, Tyndall Asset Management, LSN Capital Partners, Ophir Asset Management, Investors Mutual Limited, Hayborough Investment Partners, Oracle Advisory Group, Glennon Small Companies and 1851 Capital have invested in Aussie Broadband Ltd (ASX:ABB).

What opportunities or catalysts do fund managers highlight for Aussie Broadband Ltd?

Investors Mutual and Hayborough highlight Aussie Broadband as a growth-at-a-reasonable-price opportunity, with strong earnings growth, continued share gains from Telstra and a $115 million buyback.

What are the key risks to the Aussie Broadband Ltd investment thesis, according to fund managers?

QVG noted net customer additions in its core brand and wholesale partners fell short of expectations, and Blackwattle observed the shares fell despite a strong result.

What does Aussie Broadband Ltd (ASX:ABB) do?

Aussie Broadband Ltd, founded in 2008 and based in Morwell, Australia, provides telecommunications services. The company operates through five core segments: Residential, Business, Wholesale, Enterprise and Government, and Symbio. The Residential, Business, and Enterprise and Government segments deliver targeted telecommunications solutions to individual, commercial, and public sector clients. The Symbio segment, following the acquisition of Symbio Group, enhances the company's portfolio with SaaS-based proprietary software platforms for communications technologies. Aussie Broadband offers scalable connectivity and infrastructure solutions across its diverse client base.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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