Latest Zip Co (ASX:ZIP) News

Gold explorers and small-cap tech names drove the biggest share price swings this week, while one healthcare stock sank after a deeply discounted funding move. Deals, drill hits and fresh financing dominated trading across the ASX.

Finance stocks split into two camps this week: steady earners with cash returns, and event-driven names with violent price swings. Aland Equity, Ovanti and FleetPartners led the move list as investors reacted to deal talk, a placement probe and a profit result plus legal settlement.

Zip Co’s April update highlights robust US and ANZ market expansion, with total transaction volume surging and credit losses forecast below 1.75%. The company reconfirms FY26 guidance, underpinned by AI-driven underwriting and new subscription offerings.

Speculative growth names and biotech drove the biggest gains this week, while one consumer staple copped the heaviest selling after cutting guidance. Deal flow stayed busy, but investors were even more responsive to hard numbers: profit upgrades, feasibility studies, contract wins and fresh drilling results.

Deal activity and fintech growth set the pace, with Zip surging and Insignia moving closer to leaving the boards. At the same time, regulators kept pressure on insurance deals and several fund managers showed how choppy markets are hitting assets and flows.

Zip Co reported a 41.5% jump in third quarter cash EBTDA to $65.1 million, driven by accelerated US transaction volume growth of 43.1% and steady credit losses. The company upgraded its FY26 cash EBTDA guidance to at least $260 million, highlighting robust profitability and expanding customer engagement.

Deal headlines and big drill hits shared the stage with a brutal sell-off in a handful of tiny raisings. The week’s biggest winners were backed by clear news; the biggest losers showed what happens when buyers vanish after a halt.

Big gains hit wealth platforms while Zip swung the other way as early optimism didn’t stick. Dividends and buy-backs kept coming, but investors still punished stocks where the next step looks unclear.

Zip Co Limited has announced a $50 million on-market share buy-back program starting in March 2026, signalling confidence in its financial position and commitment to capital management.

Zip Co has delivered a standout half-year performance with record cash earnings and upgraded FY26 guidance, driven by strong US market momentum and innovative product launches.

Zip Co Limited has increased its on-market share buy-back limit from $50 million to $100 million, reflecting confidence in its financial strength and growth prospects. The move underscores the company’s commitment to capital management and shareholder returns.

Zip Co Limited has reported a near doubling in cash earnings for Q1 FY26, driven by robust transaction growth and improved operating leverage, particularly in the US market. The company also doubled its share buy-back program and raised its US transaction volume growth guidance.