Company Interview / Broker Moves | Bapcor, Coles, Life360

Multiple brokers have trimmed their valuations for Bapcor, hinting that hopes for a rebound are being delayed...

The car parts supplier downgraded its FY26 guidance on Tuesday, and Morningstar has cut its fair value estimate to $4.70.

The investment research firm still says that management is focusing on the right things, namely cutting costs and simplifying the business.

And Jefferies has flagged doubts on Coles's cost-efficiency strategy.

The broker questions weather in-house production would be as cost efficient as outsourcing to third parties.

The broker retains a 'hold' rating on Coles, with a $21 target price.

Meanwhile - Citi says that data from LIfe360 suggests a rebound in active users over the fourth quarter...

Citi also expects the rollout of a pet, and an elderly tracker down the line, alongside enhanced features to lift subscriptions, which could support ad revenue growth