Tech selloffs are rarely comfortable. But they can create opportunities. In 2026, several high-quality ASX growth names have been dragged lower amid broader weakness in technology stocks.

When sentiment turns against a sector, share prices can fall faster than fundamentals change. For investors willing to look past short-term volatility, I think three Aussie stocks stand out right now.

All three have fallen heavily this year. But I believe their long-term stories remain intact.

Life360 Inc. (ASX: 360)

Life360 operates a global family safety platform built around subscription revenue.

Its core app allows families to share location data and access safety features, with revenue increasingly driven by paid plans rather than advertising. That recurring revenue model is important. It creates visibility and scalability.

Growth stocks like Life360 often experience outsized share price swings when markets become risk-averse. But if subscriber growth, engagement, and monetisation continue to improve, the long-term value of the platform could be significantly higher than today’s share price suggests.

If sentiment shifts back toward growth names, I think Life360 shares could rebound quickly.

Pro Medicus Ltd (ASX: PME)

Pro Medicus has long been one of the ASX’s standout software success stories.

The company provides advanced medical imaging software to hospitals and healthcare providers globally. Its Visage platform is known for speed and performance, particularly when handling large imaging files.

The business model is capital-light, highly profitable, and backed by long-term contracts. Yet like many premium software companies, its share price has been caught up in the broader tech selloff caused by AI disruption concerns.

I do not believe AI will disrupt Pro Medicus. It has spent years building its world-class software, which is backed by patents and industry trust.

If its earnings growth continues, this current share price weakness could prove temporary.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster is often viewed as a discretionary retail stock, but its online-only model gives it structural advantages.

The company operates without the burden of a large physical store network, allowing it to scale efficiently. Over time, it has invested in brand, logistics, and customer experience to strengthen its competitive position.

Retail and technology selloffs can overlap, and Temple & Webster has felt that pressure. But if consumer conditions stabilise and online penetration continues to grow, its earnings could recover faster than many expect.

For patient investors, I think this could be a chance to buy into Australia’s leading online furniture retailer at a more reasonable price.

Why I think they could pop

I am not predicting a sudden spike next week.

But markets tend to overshoot in both directions. When high-growth stocks are sold indiscriminately, it creates a gap between share price and long-term potential.

If broader tech sentiment improves, or if these companies continue delivering strong operational results, investor confidence could return quickly.

Foolish takeaway

Life360, Pro Medicus, and Temple & Webster have all fallen heavily in 2026 amid a tech selloff.

That does not automatically make them bargains. But if their long-term growth stories remain intact, I think the recent weakness could present a compelling opportunity.

The post 3 unmissable Aussie stocks to buy before they pop appeared first on The Motley Fool Australia.

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• 3 exciting ASX growth shares to buy now
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• 2 ASX growth shares ready to skyrocket in 2026 and after
• Charging 6% higher today: What is happening with the Pro Medicus share price?

Motley Fool contributor Grace Alvino 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 Life360 and Temple & Webster Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended Pro Medicus and Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Tabcorp Holdings Ltd (ASX: TAH) shares surged an enormous 23.53% on Wednesday. At the close of the ASX the shares had jumped to $1.05 a piece.

It was the best-performing stock on the S&P/ASX 200 Index (ASX: XJO) for the day.

The share price rise comes off the back of the company’s half-year result for FY26, which it posted ahead of the ASX open on Wednesday morning.

It also follows news earlier this month that Tabcorp had approached Betmakers Technology Group Ltd (ASX: BET) with a potential takeover offer. To date, no formal offer has been made. Tabcorp has not made any statement about the discussions.

The price increase means Tabcorp shares are now 6.06% higher for the year-to-date and a massive 54.41% higher over the year.

What excited investors in Tabcorp’s latest results?

For the six months ending 31st December 2025, the wagering and gaming business posted a modest 1% increase in its group revenue and a 14.3% increase in EBITDA, from the prior corresponding period (pcp). 

Net profit after tax (NPAT) was 61.5% higher which helped the company hike its unfranked interim dividend 50% higher to 1.5 cents per share. The registration date is the 3rd of March, with dividend shareholder payment scheduled for the 24th of March.

Tabcorp’s net debt was $631.2 million at the end of the half, with the company saying its strong balance sheet put it in a good position to pursue growth opportunities.

The results easily surpassed analysts’ expectations for half-year net profit. The team at Jarden said that the NPAT figure was a huge 34% higher than consensus estimates and that the unfranked dividend increase was also a positive surprise. 

What do analysts expect from the stock for 2026?

We’ll likely see brokers confirm or adjust their outlook on Tabcorp shares in coming days. But at the time of writing, TradingView data suggests analysts are very bullish on the outlook for the stock.

Out of 12 analysts, 8 currently have a buy or strong buy rating on Tabcorp shares. The maximum target price is currently $1.20, which implies a 14.29% upside over the next 12 months. Although I wouldn’t be surprised if this was raised following the company’s result on Wednesday. 

The post Are Tabcorp shares a buy after soaring 24% following its half-year result? appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies 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 Betmakers Technology Group. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If I had $3,000 ready to invest and wanted to focus on income, I would be looking for reliable cash flows, reasonable growth potential, and businesses that can keep paying and potentially lifting their dividends over time.

Here are three ASX dividend shares I would consider.

Charter Hall Retail REIT (ASX: CQR)

The first ASX dividend share I would look at is Charter Hall Retail REIT.

This real estate investment trust (REIT) owns a portfolio of convenience-based shopping centres across Australia. These are typically anchored by supermarkets and essential service providers, which means foot traffic tends to be steady even during softer economic periods.

Long leases with built-in rental increases provide income visibility, and the trust structure means a large portion of earnings is paid out as distributions.

Retail property is not immune to economic cycles, but convenience-focused centres with strong tenants can offer more resilience than discretionary retail assets.

It currently trades with a 6.3% dividend yield, making it one of the most generous shares on the market.

Lottery Corporation Ltd (ASX: TLC)

Another ASX dividend share that I would consider for the $3,000 is Lottery Corporation.

As its name implies, it operates well-known lottery brands across Australia. Lotteries are a unique business. They generate strong cash flows, require relatively modest capital investment, and tend to hold up even when consumer confidence wobbles.

Because earnings are highly cash generative, a large share of profits can be returned to shareholders via dividends.

The defensive characteristics of lotteries, combined with stable demand, could make Lottery Corporation an interesting option for income investors.

According to consensus estimates, the market is currently expecting a 3.1% dividend yield from its shares in FY 2026.

Universal Store Holdings Ltd (ASX: UNI)

A final ASX dividend share I would look at is Universal Store.

It operates a portfolio of youth-focused fashion brands and has been steadily expanding its store network. While retail can be cyclical, Universal Store has demonstrated an ability to manage inventory tightly and maintain healthy margins.

The company has also been returning a meaningful portion of profits to shareholders through dividends.

This means that Universal Store offers a blend of income and growth. And if earnings continue to increase as its store rollout continues, dividend payments could grow strongly over time.

It currently offers an estimated 4.4% FY 2026 dividend yield.

The post 3 ASX dividend shares I would buy with $3,000 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Universal Store. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended The Lottery Corporation. The Motley Fool Australia has positions in and has recommended Charter Hall Retail REIT. The Motley Fool Australia has recommended The Lottery Corporation and Universal Store. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

When people think about investing like Warren Buffett, they often imagine that it would takes days of research and constant monitoring of the markets.

Buffett is known for looking for businesses with sustainable competitive advantages, strong returns on capital, sensible management, and attractive valuations. In his words, he prefers wonderful companies at fair prices over fair companies at wonderful prices.

But investing like the Oracle of Omaha doesn’t need to be hard. Not when there are ASX exchange-traded funds (ETFs) out there that do the work for you.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

If Warren Buffett had to design a rules-based ETF, I suspect it would look a lot like the MOAT ETF.

This fund invests in US stocks that are judged to have sustainable competitive advantages, or wide economic moats. It doesn’t just buy quality businesses. It also considers valuation, targeting companies trading at attractive prices relative to their assessed fair value.

That combination of quality plus reasonable pricing feels very Buffett-like to me.

The portfolio typically includes well-known global leaders with pricing power and strong balance sheets. It is not just a momentum play. It is a high-conviction, research-driven strategy that rotates into opportunities when quality companies temporarily fall out of favour.

Instead of trying to identify the next Berkshire Hathaway (NYSE: BRK.A) holding yourself, the VanEck Morningstar Wide Moat ETF does the screening for you.

For long-term investors, that approach aligns neatly with Buffett’s focus on durable advantages and disciplined entry prices.

VanEck Global Wide Moat ETF (ASX: GOAT)

The VanEck Global Wide Moat ETF takes things globally.

The GOAT ETF invests in global stocks that are identified as having wide economic moats and attractive valuations. While Buffett built much of his fortune in the US, the underlying principle of buying strong global franchises applies anywhere.

This fund provides exposure to dominant businesses across multiple sectors and regions, rather than concentrating in one market.

What I like about the GOAT ETF is that it still follows that valuation discipline. It is not simply buying the biggest names. It aims to combine quality with price awareness, which I think is crucial.

Buffett has always emphasised that price matters. Even the best business can be a poor investment if bought at the wrong valuation. The GOAT ETF’s methodology reflects that philosophy.

Foolish takeaway

Investing like Warren Buffett isn’t about chasing hype. It’s about discipline, patience, and owning strong businesses at fair prices.

For ASX investors who want a simple, rules-based way to apply those principles, I think the MOAT ETF and the GOAT ETF offer a compelling starting point.

The post How to invest like Warren Buffett using ASX ETFs appeared first on The Motley Fool Australia.

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• How to build serious wealth with ASX shares
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• 2 ASX ETFs I’m backing to deliver good returns

Motley Fool contributor Grace Alvino 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 Berkshire Hathaway. The Motley Fool Australia has recommended Berkshire Hathaway and VanEck Morningstar Wide Moat ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Woolworths Group Ltd (ASX: WOW) shares are in focus today after the supermarket giant posted strong earnings results. 

Woolworths shares shot 13% higher on Wednesday following its half-year earnings. 

Including yesterday’s gain, Woolworths shares have now climbed 37% since its 52-week low reached last October. 

The company reported half-year sales of $37.14 billion, up 3.4% year-on-year. 

It also reported a net profit after tax (NPAT) increase of 16.4% year-on-year to $859 million.

Earnings before interest and tax (EBIT) of $1.66 billion was up 14.4% from H1 FY 2025.

Holders of Woolworths shares would be rejoicing after what was a tough 2025. 

However, prospective investors may now be wondering if they have missed the boat. 

Here is the updated view from Bell Potter following yesterday’s gain. 

Results at a glance

Bell Potter analysis indicates Woolworths delivered a solid 1H26 result, with underlying NPAT of $859m up 16% YoY and ahead of both Bell Potter’s $845m forecast and the $816m market consensus, representing the key earnings beat. 

EBITDA of $3,206m (+9% YoY) also exceeded expectations (BPe $3,127m; VA $3,173m). 

Meanwhile, revenue of $37,135m (+3% YoY) was marginally below Bell Potter and consensus estimates. 

Margin performance improved, with gross margin up 18bps and cost of doing business down 25bps, supported by cycling prior-period industrial action and supply chain costs. 

Operating cash flow strengthened to $1,528m, capex declined to $913m, and net debt rose modestly to $5,091m. 

Bell Potter said consumer confidence has strengthened in NZ following recent interest rate cuts and has weakened in Australia.

According to the report, consumer spending indicators continued to demonstrate mid-single digit YoY growth in OOH channels through 1H26. Food inflation averaged +3.2% YoY but was stronger in 2Q26 than in 1Q26.

NPAT changes are +5% in FY26e, +5% in FY27e and +3% in FY26e.

Buy recommendation unchanged for Woolworths shares

Included in the report was a price target upgrade for Woolworths shares. 

Bell Potter increased its 12 month price target to $38.25 (previously $30.70). 

It retained its buy recommendation. 

From yesterday’s closing price of $35.63, that indicates an upside of 7.35%. 

The clear highlight is the pick-up in top line growth in the Australian food business, which adjusting for supply chain disruptions in the pcp returned to +3.2% YoY in 2Q26 (from +2.1% in 1Q26) and the maintenance of GM despite investing in price. 

While the stock has closed the gap on its historical trading multiple, we see execution against medium term targets in the Australian and NZ Food businesses as likely to sustain a reasonable level of growth to FY28e.

The post How high could Woolworths shares rise in 2026? appeared first on The Motley Fool Australia.

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• Up 15%: Everything you need to know about the new Woolworths dividend
• Why Accent, DroneShield, WiseTech Global, and Woolworths shares are racing higher
• Why is the Woolworths share price rocketing 10% on Wednesday?

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Woolworths Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The ASX is full of shares that one could charitably describe as of ‘middling’ quality. There are far fewer Australian stocks that could be called high-quality companies. The thing about a high-quality Australian stock is that investors usually know them when they see them. That can mean those shares rarely trade at a bargain price. It’s for this reason that you’ll sometimes hear the phrase ‘millionaires are made in market crashes’.

Here’s one Australian stock that is first on my watchlist to buy on any dip. It is none other than Washington H. Soul Pattinson and Co Ltd (ASX: SOL).

Washington H. Soul Pattinson, or Soul Patts for short, is a rather unique ASX share. Rather than producing products for consumption, it functions as an investment vehicle itself, owning and managing an underlying portfolio of investments on behalf of its shareholders.

This portfolio is both vast and diversified. It contains a range of investments, spanning from large stakes in individual ASX shares to property, venture capital, and private credit.

This inherent diversification, which not too many other Australian stocks offer, is one of the reasons that this company is one of my largest single ASX investments.

But it is not the only one. Diversification doesn’t mean much if it doesn’t come with real returns. Fortunately, Soul Patts has a long history of delivering some of the best returns that the ASX has seen in its long history.

An Australian stock and a bona fide market beater

Back in September of last year, this Australian stock informed the markets that its investors had enjoyed an average return of 13.7% per annum (that’s share price growth plus dividend returns) over the 25 years to 23 September 2025. That’s 5.1% higher per annum than what the broader market delivered over the same period.

Past performance is never a guarantee of future returns, of course. But I think this track record proves that Soul Patts’ investing philosophy is a sound one. Particularly when we consider that this Australian stock also possesses the ASX’s best dividend streak. Yep, Soul Patts has rewarded its shareholders with an annual dividend increase every single year since 1998. Between FY 1998 and FY 2025, the average rate of annual dividend increases came in at 10.5% per annum.

Putting all of this together, we have an Australian stock that I would love to buy, if not load the boat with, on any share price dip.

The post 1 Australian stock I’d buy on any dip appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has positions in Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This week, three of Australia’s largest companies relative to their sectors posted important earnings results. 

• Ebos Group Ltd (ASX: EBO) posted half year results on Wednesday
• Fortescue Ltd (ASX: FMG) posted half year results on Wednesday
• Woodside Energy Group Ltd (ASX: WDS) released full year results on Tuesday. 

The reaction to these results was mostly positive, with Fortescue and Woodside Energy shares rising more than 4% following their respective announcements.

Meanwhile, Ebos Group shares stayed flat. 

Here’s a quick recap of what each company posted, and how experts reacted. 

Ebos Group Ltd (ASX: EBO)

Ebos Group saw its revenue increase by 13.0% to $6.77 billion (HY25: $5.99 billion). 

Additionally, underlying EBITDA increased 3.2% to $300 million, Net Profit After Tax (statutory) rose 13.0% to $125 million and the company announced an interim dividend of NZ 57.0 cents per share. 

Following the result, the team at Morgans released updated guidance on the healthcare stock. 

The broker said 1H26 result was broadly in line with expectations. 

EBO is coming to the end of the heavy investment phase upgrading its DC network and operational efficiencies will start to be seen across the business. Other 1H26 highlights include: strong LFL sales across the TWC network up 8.8% driven in part by greater GLP-1 uptake and shift to higher value medicines; stable market share (29%) in pharmacy wholesaling; and solid performance in animal care.

As a result the broker has lowered its price target to $28.07 (previously $34.82). 

However, it maintained a buy recommendation. 

From yesterday’s closing price of $20.01, this indicates a healthy upside of approximately 40.28%. 

Fortescue Ltd (ASX: FMG)

Fortescue shares climbed yesterday after the company reported record H1 iron ore shipments alongside a 23% lift in underlying EBITDA.

It also reported revenue of US$8.4 billion, up 10%, and a fully franked interim dividend of $0.62 per share, 24% higher than prior interim. 

However while investors gobbled up Fortescue shares, Morgans appear to be less optimistic. 

The hematite business delivered a 5% EBITDA beat; the problem is what happens to the cash after that. A strong hematite result, but 43% of group capex is directed to activities generating zero current earnings, compressing FCF conversion to 48% and ROCE to 19%. NPAT miss reflects rising capital intensity, with a sharp rise in D&A. Dividend solid at A$0.62/share. Post recent pullback we upgrade to HOLD.

Woodside Energy Group Ltd (ASX: WDS)

Woodside Energy shares have also been storming higher this week. 

On Tuesday, the company reported record annual production of 198.8 million barrels of oil equivalent for 2025, with a final dividend of US59 cents per share.

Its share price is now up more than 19% year to date. 

Responding to the result, Morgans said it came in ahead of consensus on both NPAT and dividend. 

Yet another half where WDS outperforms on opex and net debt balance. We see a clear case for value upside remaining in WDS, from a recovering oil price, solid project delivery and FCF harvest as projects come on (CY27-29). We retain our BUY rating, with an upgraded A$30.50 (was A$29.80).

From yesterday’s closing price of $28.24, this revised price target indicates an upside of 8%. 

The post How do experts view Fortescue, Ebos Group and Woodside Energy shares after earnings? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Australian investors tend to have a home bias. It is natural. We know our banks. We know our miners. We hear about them every day. But limiting a portfolio to local shares can mean missing out on growth happening elsewhere in the world.

The good news is that you do not need to open an overseas brokerage account to invest globally.

That’s because you can do it directly on the ASX with exchange traded funds (ETFs).

But which funds could be used to achieve this? Here are three that make global investing simple.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

The first way to gain international exposure is through Asia’s technology leaders.

The Betashares Asia Technology Tigers ETF invests in stocks such as Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Tencent (SEHK: 700), and Baidu (NASDAQ: BIDU).

TSMC plays a central role in global semiconductor manufacturing. Tencent dominates digital platforms across China with WeChat. Baidu is heavily involved in search, artificial intelligence, and autonomous driving.

Asia remains a hub of innovation and manufacturing, and this ETF provides targeted exposure to that region’s technology heavyweights without requiring investors to pick individual stocks. This ETF was recently recommended by the team at Betashares.

Betashares India Quality ETF (ASX: IIND)

India is one of the fastest-growing major economies in the world and having exposure to it is easier than ever.

The Betashares India Quality ETF focuses on high-quality Indian stocks screened for profitability and financial strength. Instead of tracking the entire Indian market, it tilts toward high-quality businesses that boast strong balance sheets and earnings metrics.

India’s demographic profile, expanding middle class, and ongoing economic reforms provide a backdrop for long-term growth. For Australian investors, the fund offers exposure to that growth story in a straightforward way. It was also recently recommended as a buy by analysts at Betashares.

Vanguard MSCI International Shares ETF (ASX: VGS)

If you prefer broad global diversification, the Vanguard MSCI International Shares ETF is a simple solution to consider to do this.

This ASX ETF provides investors with exposure to thousands of stocks across developed markets, including the United States, Europe, and Japan. Holdings include Microsoft (NASDAQ: MSFT), Nestlé (SWX: NESN), and Visa (NYSE: V).

Rather than focusing on one region or theme, this fund captures global corporate earnings growth across industries. As a result, it could serve as a core international holding within a portfolio.

The post The easy way for Aussies to invest globally on the ASX appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Baidu, Microsoft, Taiwan Semiconductor Manufacturing, Tencent, and Visa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Nestlé. The Motley Fool Australia has recommended Microsoft, Vanguard Msci Index International Shares ETF, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The ASX 200 has historically delivered returns of around 9% per year over the long run.

That’s a solid outcome. But I’m not investing just to match the market. When I look at true growth businesses with structural tailwinds, strong competitive positions, and long runways, I think there’s a real chance to outperform that benchmark over a decade.

Right now, these three ASX growth shares stand out to me.

Hub24 Ltd (ASX: HUB)

Hub24 has quietly become one of the most powerful growth stories in Australian financial services.

The company operates a wealth management platform used by financial advisers, and it continues to win market share from incumbents. What I like most is that this isn’t just cyclical growth. It’s structural.

The shift toward independent financial advice, more sophisticated portfolio solutions, and digital administration platforms plays directly into Hub24’s strengths. Net inflows have been consistently strong, funds under administration keep climbing, and margins are benefiting from scale.

In my view, the real opportunity lies in the operating leverage. Once the platform is built, incremental flows are highly profitable. If funds under administration continue compounding at double-digit rates, earnings growth could comfortably outpace the broader market.

For a 10-year holding period, I see a long runway ahead.

ResMed Inc. (ASX: RMD)

ResMed is another ASX growth share I believe could outperform the market over a 10-year timeframe.

Sleep apnoea remains underdiagnosed worldwide. Obesity trends, ageing populations, and increased awareness continue to expand the addressable market. ResMed’s devices and cloud-connected software ecosystem give it a recurring revenue profile that many traditional healthcare companies lack.

What I find compelling is the combination of steady device growth and high-margin software revenue. The company’s digital health platform creates stickiness with providers and patients, which reinforces its competitive moat.

There have been short-term concerns around weight loss drugs and their potential impact on sleep apnoea rates. But I think those fears have been overstated. Even if treatment patterns evolve, the underlying prevalence of sleep disorders and respiratory conditions remains significant.

Over a decade, I believe ResMed’s mix of innovation, global reach, and strong balance sheet positions it to compound earnings at an attractive rate.

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat is often pigeonholed as a pokies manufacturer, but it’s much more than that.

The company has built a dominant position in land-based gaming machines, particularly in North America, where it commands strong market share. But what excites me is its growing digital and interactive segment.

Through acquisitions and internal development, Aristocrat has expanded into online real money gaming and social casino platforms. That diversifies revenue streams and provides exposure to faster-growing digital markets.

Importantly, Aristocrat has demonstrated disciplined capital allocation over time. It invests heavily in game development and intellectual property, which drives repeat usage and customer loyalty.

If the interactive segment continues scaling and the core gaming operations maintain their leadership position, I think earnings growth could outpace the broader ASX 200 over the next decade.

Foolish takeaway

Beating the market over 10 years usually requires more than just owning safe, steady businesses. It requires exposure to companies with structural growth drivers and competitive advantages.

For me, Hub24, ResMed, and Aristocrat Leisure each tick those boxes. None are risk-free, but over a decade, I believe they have a strong chance of delivering returns above the market average.

The post 3 ASX growth shares I’d back to beat the market over the next decade appeared first on The Motley Fool Australia.

More reading

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• Why I would buy ResMed and these quality blue chips now
• Where to invest $10,000 in ASX 200 shares in March
• Which ASX tech share is the smarter buy: Hub24 or Netwealth?

Motley Fool contributor Grace Alvino has positions in Hub24. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24 and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Two ASX industrials stocks that have had a strong 12 months are SKS Technologies Group Ltd (ASX: SKS) and Tasmea Ltd (ASX: TEA). 

These ASX industrials companies rose by 2.45% and 9.6% yesterday respectively following half-year results.

Here’s what both companies reported. 

SKS Technologies Group Ltd (ASX: SKS) 

The company develops and distributes technology products. It provides audiovisual products & solutions and electrical and communications cabling for commercial, retail, health, defence and education markets.

For the half year to 31 December 2025, it reported: 

• A 52.5% increase on pcp in net profit after tax (NPAT) to $8.81 million
• EBITDA of $14.02 million, up 42.9% on pcp
• An earnings per share increase of 49.6%
• A 3.5 cents per share fully franked interim dividend.

Investors reacted positively to this result, with the share price climbing 2.45%. 

It is now up 16.6% year to date and 120% over the last 12 months. 

Tasmea Ltd (ASX: TEA)

Tasmea is a skilled services company. 

It provides essential maintenance, engineering, and specialised project services and solutions across the following four service streams to the mining and resources; oil and gas; waste and water; power and renewable energy; and defence and infrastructure industries.

Yesterday, it reported its H1 FY26 Results.

This included: 

• Revenue A$400.5m, increase of 62.4% on A$246.7m in H1 FY25
• Underlying EBIT A$44.3m, increase of 35.8% on A$32.6m in H1 FY25
• Underlying NPAT A$26.5m, increase of 31.8% on A$20.1m in H1 FY25
• Interim fully franked dividend of 6.0 cents per share, up 20% on 5.0 cents in H1 FY25.

Investors gobbled up shares in this ASX industrials stock following this announcement. 

Its share price is now up 31.5% over the last year. 

What did Morgans have to say about these ASX Industrials stocks?

Following these results, Morgans provided updated guidance. 

For SKS Technologies, the broker said NPAT and PBT margins, net cash generation, and the interim dividend all beat expectations. 

We upgrade our FY26-28F EPS forecasts by +19%/+15%/+14% based on SKS’ recent FY26 revenue & improved margin guidance. Our blended DCF/P/E-based price target lifts to $5.10/sh (from $4.25). This sees SKS now trading with a TSR of ~15%, we therefore move to an ACCUMULATE rating.

From yesterday’s closing price of $4.60, this revised price target indicates a further upside of 10.87%. 

Meanwhile, for ASX industrials stock Tasmea, the team at Morgans said 1H26 was modestly below its expectations. 

Strong performances in Civil (EBIT +92% YoY) and Electrical (+29% YoY) were encouraging, though these gains were more than offset by softer earnings in the seemingly lumpy Mechanical segment (-24% YoY).

The broker lowered its price target to $5.25 (previously $5.40). 

From yesterday’s closing price, that indicates an upside of approximately 35%. 

The post How does Morgans view these soaring ASX industrials stocks following earnings results appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Sks Technologies Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.