Macquarie reveals the ASX shares receiving negative and positive earnings revisions

Following a wild earnings season, here's what analysts expect from these top ASX shares now.

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In a new research report, the team at Macquarie Group Ltd (ASX: MQG) has unveiled the ASX shares that have earned positive earnings revisions and those that have been downgraded.

Macquarie noted that, "The four-week rolling FactSet Australian earnings net revisions were negative, indicating more negative revisions than positive revisions."

The data is based on consensus analysts' forecasts on earnings per share (EPS).

Which ASX shares received positive earnings revisions?

Sticking with the top two, Newmont Corp (ASX: NEM) led the positive ASX share revisions table. Eleven of the 15 analysts gave the ASX 200 gold stock a positive revision. 

Newmont's earnings outlook has been benefiting from the surging gold price, with the yellow metal hitting new all-time highs of US$3,766.59 (AU$5,688) per ounce on Tuesday. The miner has also been actively divesting some of its non-core assets.

The Newmont share price is up 110% in 2025.

The second ASX share that scored a lot of positive earnings revisions is Aussie Broadband Ltd (ASX: ABB), with 10 of the 13 analysts revising upwards. 

The telco released its full-year FY 2025 results on 25 August.

Highlights included revenue of $1.19 billion, up 18.7% year over year. Net profit after tax (NPAT) was up 24% from FY 2024 to $32.8 million.

Management also provided FY 2026 earnings guidance in the range of $157 million to $167 million, which would mark an increase of 14% to 21% from FY 2025 earnings.

The Aussie Broadband share price is up 59% in 2025.

Which ASX stocks received negative earnings revisions?

Turning to the ASX shares getting downgraded earnings outlooks, WiseTech Global Ltd (ASX: WTC) led the negative revisions table, with 15 of the 17 analysts revising their earnings forecasts lower.

Shares in the global logistics software provider got hammered following the release of the company's FY 2025 results on 27 August.

The tech stock reported strong growth, achieving a 14% year-on-year increase in total revenue to US$778.7. Statutory net profit (NPAT) of $200.7 million was up 17% year on year.

But the ASX share came under pressure, in part due to its FY 2026 guidance forecasting earnings margin rate dilution from the initial consolidation of e2open. 

WiseTech shares are down 24% in 2025.

Which brings us to Woolworths Group Ltd (ASX: WOW).

Woolworths received the second-highest level of earnings downgrades, with 15 of the 15 analysts revising their earnings outlook lower.

The ASX share also came under heavy selling pressure following its FY 2025 results release on 27 August.

That came after Woolworths reported a 17.1% year-on-year decline in NPAT to $1.39 billion.

Woolworths shares are down 11% in 2025.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Aussie Broadband, Macquarie Group, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Macquarie Group and WiseTech Global. The Motley Fool Australia has recommended Aussie Broadband. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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