Audinate Group Ltd

AD8: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Audinate: Long Reinvestment Runway Supports Our View That Shares Are Materially Undervalued

Roy Van Keulen

Nov 24, 2025

The S&/ASX 200 technology sector has fallen 20% in the past month, with investors re-evaluating the sector's lofty return and earnings expectations. We take this opportunity to evaluate long-term returns across our Australian tech coverage through the lens of a company's reinvestment runway.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

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Audinate Group Ltd

Audinate: Long Reinvestment Runway Supports Our View That Shares Are Materially Undervalued

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