Stocks making the biggest moves at noon: Bravura, Computershare, gold miners and more

These are the ASX companies and sectors making headlines in afternoon trade.

Bravura Solutions (ASX: BVS) – Shares soared 19.2% after the company reported a better-than-expected first-half result and upgraded its full-year guidance. The key numbers include:

• Revenue up 0.4% to $127.5 million

• Underlying EBITDA (pre-AASB 16) up 407.5% to $21.5 million

• Cash EBITDA of $20 million compared to $0.3 million loss a year ago

• Underlying NPAT of $11.3 million compared to $1.7 million loss a year ago

• For context, cash EBITDA was 17.5% ahead of E&P forecasts, but underlying NPAT missed by 10.3% due to the weak Australian dollar

• Upgraded full-year guidance by 12% at the midpoint for EBITDA and 14.5% for cash EBITDA

Computershare (ASX: CPU) – Shares soared 12% after the company reported a clean sweep of better-than-expected 1H25 earnings and upgraded its full-year guidance. The key numbers include:

• Revenue down 6.9% to $1.49 billion

• EBITDA down 3.8% to $597.9 million

• Profit before tax up 9.6% to $505.1 million

• Management NPAT up 15.9% to $383.6 million (5.5% ahead of consensus)

• Interim dividend up 12.5% to 45 cents per share

• Full-year management EPS was upgraded to 135 cents per share (15% year-on-year growth), compared to prior guidance of 126 cents per share (7.5% growth)

Generation Development Group (ASX: GDG) – Shares rallied 8.6% after the company completed the institutional component of its equity raising to support the $320 million acquisition of Evidentia Group. The raise was conducted at $4.15 per new share, representing a 10.8% discount to the last traded price. Both the institutional entitlement offer and placement were heavily oversubscribed, according to GDG.

AGL Energy (ASX: AGL) – Shares gained 2.6% after a relatively positive first-half result and a narrowed full-year guidance. The key numbers include:

• Revenue up 15.3% to $7.13 billion

• Underlying EBITDA down 1% to $1.06 billion

• Underlying NPAT down 7% to $373 million vs. $298.7 million consensus (24.8% beat)

• Interim dividend of 23 cents per share

• FY25 EBITDA guidance was narrowed to between $1,935 million and $2,135 million (previously $1,870 million to $2,170 million), but the midpoint is 1.7% below the $2.07 billion consensus

• FY25 net profit guidance was narrowed to between $580 million and $710 million (previously $530 million to $730 million), but the midpoint is 2.3% below the $660 million consensus

Suncorp (ASX: SUN) – Shares briefly opened 5.0% higher but are currently trading closer to breakeven despite reporting solid first half result.

• NPAT of $1,100 million, up from $582 million in the previous corresponding period

• Cash earnings increased to $860 million from $660 million a year ago

• Fully franked interim ordinary dividend of 41 cents per share

• Special dividend of 22 cents per share, reflecting sale of Suncorp Bank

• Announced a $3.8 billion capital return and a $0.3 billion fully franked special dividend following the sale of Suncorp Bank

• Full-year guidance includes mid-to-high single digit GWP growth, expense ratio to improve by ~90 bps below the prior year and payout ratio remains 60-80% of cash earnings

Amotiv (ASX: AOV) – Shares tumbled 7.6% after the company reported a relatively soft first-half result, with guidance implying a stronger second-half skew.

• Revenue up 2.0% to $503.7 million (0.9% miss vs. $508m ests)

• Adjusted EBITDA up 2.8% to $114.9 million (1.2% beat vs. $113.6m ests)

• Adjusted NPATA down 1.9% to $58.9 million (3.9% miss vs. $61.3m ests)

• Interim dividend unchanged at 18.5 cents per share (4.6% miss vs. 19.4c ests)

Region Group (ASX: RGN) – Shares slipped 2.5% after yesterday's first-half FY25 results fell short of expectations. Analysts cite rising property expenses, slower rental growth, and Mosaic store closures as key drags.Despite a weak first half, management upheld FY25 guidance, expecting a stronger second half, fueled by higher turnover rent, fixed rent reviews, and cost savings from technology and solar investments. UBS downgraded the stock to Neutral from Buy, and lowered its target price to $2.30 (from $2.63).

Gold miners are struggling after a relatively weak overnight session for gold prices, which briefly rallied 1.2% to a record US$2,942 before closing the session 0.35% lower to $2,892. Stocks leading the downside move include St Barbara (-6.5%), Perseus Mining (-4.6%), Westgold (-3.3%), Ramelius (-2.6%) and Resolute Mining (-2.6%).