Shaw and Partners hosted its own TechRise conference this week, and came out of it with some strong recommendations for companies which they think are doing good things.
Let's have a look at what they're saying, and how much they think the shares in these companies will rise.
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Playside Studios Ltd (ASX: PLY)
This company recently released a game which it had been working on for some time, Mouse: P.I. For Hire, which has been performing well.
In an update to the ASX just this week, the company said the game had sold about 730,000 units, for estimated gross sales revenue of US$21.4 million.
The net revenue to Playside is about US$13 million.
Playside said the game continued to perform well on player wish lists, and has a 94% review score on the Steam platform.
The company added:
Based on the current performance of MOUSE: P.I. For Hire, PlaySide now expects FY26 revenue to be in the range of $50m to $53m. This compares to the Company's prior guidance that FY26 revenue would exceed FY25 reported revenue of $48.7m. The upgrade primarily reflects stronger than-expected unit sales and ongoing wishlist conversion of MOUSE: P.I. For Hire across PC and console platforms, and has been achieved despite the delayed launch of the title and the absence of major External Project wins during the year to date.
Shaw and Partners said the performance of Mouse: P.I. For Hire continued to materially exceed expectations.
The broker has a price target of 44 cents on Playside shares, compared with 25.5 cents currently.
Hansen Technologies Ltd (ASX: HSN)
This company, which provides software to the utilities and telco sectors, delivered a "constructive update" at the TechRise conference, Shaw and Partners said.
The Shaw research note on the company goes on to say:
Management reiterated FY26 remains weighted to a stronger 2H, with DigiTalk contributing about $10–11m revenue and FX remaining a top-line headwind. Margin commentary was incrementally more confident, with management suggesting '30% plus' margins are realistic over the medium term, supported by AI-driven productivity gains.
The Shaw team said mergers and acquisitions remain central to Hansen's growth strategy, and with the company set to move to a net cash positive position later this calendar year, there was scope for more deals to be made.
Shaw has a price target of $7.60 on Hansen shares, compared with $4.93 currently.
Objective Corp Ltd (ASX: OCL)
The Shaw team said Objective Corp founder and Chief Executive Officer Tony Walls delivered a "confident and at times feisty update'' to the conference.
They added:
Management framed OCL as being in its strongest position in years despite broader SaaS disruption narratives, with FY26 ARR guidance unchanged at 10–14% and 15% reiterated as the core long-term target.
Shaw said the company's Information Intelligence division had exceeded expectations during the half and the Build Australia division "remains on track to have customers signed and live by June 30 and become a more meaningful contributor in FY27''.
They added:
Management also suggested margins are increasingly within its control and pushed back constructively on AI disruption concerns.
Shaw has a price target of $22.10 on OCL shares compared with $11.17 currently.
OCL is valued at $1.07 billion.
