• Should I buy PLS Group shares in April?

    A man wearing a suit holds his arms aloft, attached to a large lithium battery with green charging symbols on it.

    The S&P/ASX 200 Index (ASX: XJO) share PLS Group Ltd (ASX: PLS) has been one of the strongest performers over the past six months, rising by around 130%, as shown in the chart below.

    When it comes to a return of that size, I think it’s a good idea to remember that disclaimer that past performance is not a reliable indicator of future performance.

    I’m certainly not expecting another 130% rise in the next six months.

    But it is worth considering whether the ASX-listed lithium share is a buy and could rise from here.

    What do experts make of the PLS Group share price?

    According to CMC Invest, of 13 ratings on the business over the last three months, six have been buys, six have been holds, and one has been a sell.

    However, due to the strength of the recent rise – it’s up 25% this year alone – it has flown past previous price targets. A price target is where experts think the business will be trading in 12 months from the time of the rating.

    Of those 13 ratings, the average price target is $4.72. That suggests a possible decline of more than 12% from where it is at the time of writing.

    The most optimistic price target is $5.53, suggesting a potential 2% rise.

    The lowest price target is $2.47, implying a possible decline of more than 50% over the next 12 months.

    Is the ASX lithium share good value?

    I can understand why the market is more excited about the business. The lithium price has increased, and the Middle East conflict has highlighted the risks of being dependent on fossil fuels, including how the cost can jump if the supply is impacted.

    Electric vehicles look a lot more appealing, and I wouldn’t be surprised to see elevated demand for the foreseeable future.

    I’m not sure how much this will accelerate global demand for (lithium) batteries across cars, trucks, and heavy equipment, but I believe this will certainly help significantly.

    It is somewhat surprising how much the PLS Group share price has risen – it’s back to where it was a few years ago, but the lithium price is still significantly lower.

    The earnings estimate on CMC Invest suggests the business could generate 23.6 cents of earnings per share (EPS) in FY27. That means that it’s valued at more than 22x FY27’s estimated earnings.

    I’m optimistic about long-term demand for lithium because of electrification and energy storage requirements. I also believe PLS Group will continue growing its total production over time to supply that demand

    However, this doesn’t seem like a good time to invest unless the lithium price were to rise significantly from here.

    I’d look at other opportunities available to Australians.

    The post Should I buy PLS Group shares in April? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Pilbara Minerals Limited right now?

    Before you buy Pilbara Minerals Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Pilbara Minerals Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor Tristan Harrison 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.

  • Why now could be the perfect time to buy ASX dividend stocks

    Person with a handful of Australian dollar notes, symbolising dividends.

    Fretful investors are cautious about Australian sharemarket volatility right now. But sometimes, the murky markets are a great time to refocus attention on income-paying ASX dividend stocks.

    Here are three reasons why now could be the perfect time to add some ASX dividend stocks to your portfolio.

    1. ASX dividend stocks offer a reliable income in an uncertain market

    Dividend stocks are usually relatively defensive assets. Many of these companies are large and stable, which means they’re able to weather the storm over the long term. 

    This means they can offer a steady cash flow even during economic volatility, unlike high-growth shares that can swing wildly.

    2. Many high-quality dividend shares have pulled back from recent highs

    The past four to six weeks have been incredibly volatile for the Australian share market. 

    Geopolitical uncertainty, conflict in the Middle East, global supply chain distribution, rising inflation rates, and another interest rate hike have created a wave of panic.

    Investors are even shying away from traditional safe-haven assets.

    This means that many high-quality dividend-paying stocks have pulled back from their recent highs.

    While the share price decline might look alarming, it creates some great entry points for investors who want to buy ASX dividend shares cheaply.

    For example, premier blue chip BHP Group Ltd (ASX: BHP) lost 15% of its share price value in March. The high-yield dividend stock often yields around 4% to 6%, fully franked. It has a long history of regular dividend payments dating back to 2006. 

    3. Dividend yields are better than ever

    Because so many high-quality dividend shares have fallen from recent highs, their dividend yields are even more attractive than they were just one year ago. 

    Take reliable ASX dividend-paying companies such as Telstra Group Ltd (ASX: TLS), for example.

    The telco has a predictable cash flow, reliable earnings, and a dividend payout ratio close to 100% of its earnings. Last month, investors received an interim 10.5-cent dividend, 90.48% franked, and it expects to pay an even larger 20-cent final dividend for FY26. That’s a 5.25% increase year on year and implies a yield of around 3.8%.

    Then there is real estate manager Dexus (ASX: DXS), whose shares have tumbled 15% year to date. The company is currently offering a dividend yield of around 6.4%. In 2025, Dexus paid shareholders a yield of around 5.56% to 5.76%.

    The post Why now could be the perfect time to buy ASX dividend stocks appeared first on The Motley Fool Australia.

    Should you invest $1,000 in BHP Group right now?

    Before you buy BHP Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and BHP Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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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 no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Are investors running scared of WiseTech shares?

    A couple sits on a sofa, each clutching their heads in horror and disbelief, while looking at a laptop screen.

    There is a difference between a business breaking and sentiment turning.

    Right now, I think WiseTech Global Ltd (ASX: WTC) is firmly in the second category.

    Its share price has fallen heavily, down over 50% over the past 12 months. That kind of move naturally raises questions. Has the growth story changed? Is the best behind it?

    From where I sit, I think investors are becoming cautious at the wrong time.

    The market is focusing on the short term

    There are a few reasons why WiseTech shares have come under pressure.

    The integration of e2open, margin impacts from restructuring, and broader concerns about artificial intelligence (AI) disruption across software stocks have all weighed on sentiment.

    On top of that, the company’s reported profit has been affected by amortisation and acquisition-related costs, which can make the numbers look weaker at first glance.

    But when I look at the underlying business, I see something different.

    Revenue continues to grow strongly, with total revenue up 76% and CargoWise revenue up 12% in the first half. Cash flow is also increasing, highlighting the strength of the underlying model.

    That does not look like a business losing relevance.

    AI could strengthen, not weaken, its position

    One of the more interesting parts of the recent update is how management is thinking about artificial intelligence.

    Rather than seeing it as a threat, WiseTech is leaning into it.

    The company is embedding AI across its platform to drive automation, improve efficiency, and deepen its integration into customer workflows.

    I think that matters. WiseTech’s software sits at the centre of global logistics and supply chains. It is deeply embedded, highly specialised, and supported by decades of industry-specific data.

    In my view, that type of position is hard to replicate. If anything, AI could increase the value of that ecosystem by making the platform more powerful and more essential to customers.

    Insider confidence is worth noting

    Another detail that stood out to me was the CEO buying shares on market. Zubin Appoo recently purchased just over $1 million worth of shares following the company’s trading blackout period.

    I always take insider buying as a positive signal.

    It does not guarantee anything, but it does suggest confidence from someone with a deep understanding of the business.

    This is still a long-term growth story

    For me, WiseTech has always been about a very specific idea. Becoming the operating system for global trade.

    That is a massive opportunity.

    The company already serves thousands of logistics companies across more than 190 countries, and its platform continues to expand in scale and capability.

    It is also transitioning its commercial model toward transaction-based pricing, which I think aligns well with long-term growth in global trade volumes.

    There will be bumps along the way. Large acquisitions take time to integrate. Margin profiles can shift. And technology cycles can create uncertainty.

    But none of that, in my view, changes the long-term direction.

    Foolish Takeaway

    I think the recent sell-off in WiseTech shares says more about market sentiment than it does about the underlying business.

    Yes, there are challenges. Yes, there is execution risk. But the company continues to grow, invest in its platform, and position itself for the next phase of its evolution.

    With the share price down significantly, I believe the risk-reward has become more attractive for long-term investors.

    The post Are investors running scared of WiseTech shares? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in WiseTech Global right now?

    Before you buy WiseTech Global shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and WiseTech Global wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    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 WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Why these ASX ETFs could be top picks in April

    The letters ETF with a man pointing at it.

    Volatility has returned to markets, and with it comes a shift in mindset.

    When conditions become less predictable, investors often move away from speculation and towards reliability.

    That’s why quality investing tends to come back into focus during periods like this. Businesses with strong balance sheets, consistent earnings, and durable competitive advantages are often better positioned to navigate uncertainty.

    With that in mind, here are three ASX exchanged trade funds (ETFs) that could be top picks in April.

    BetaShares Global Quality Leaders ETF (ASX: QLTY)

    The first ASX ETF that could be a top pick is the BetaShares Global Quality Leaders ETF.

    This fund is built around a simple idea, not all growth is equal. Some companies expand rapidly but rely on heavy spending or debt, while others grow more sustainably with strong returns and disciplined capital allocation. The BetaShares Global Quality Leaders ETF focuses on the latter.

    By screening for high returns on equity, earnings stability, and low leverage, the fund tilts towards businesses that are generating real economic value, not just revenue growth.

    In a volatile market, this distinction becomes more important. Companies with stronger financial foundations tend to have more flexibility, whether that’s continuing to invest, weathering downturns, or protecting margins.

    That could make the BetaShares Global Quality Leaders ETF a compelling way to prioritise resilience without giving up global growth exposure. It was recently recommended by the team at Betashares.

    VanEck Morningstar Wide Moat ETF (ASX: MOAT)

    Another ASX ETF that stands out is the VanEck Morningstar Wide Moat ETF.

    It takes the concept of quality one step further by focusing on competitive advantage.

    It invests in companies identified as having wide moats, which are businesses that can defend their profitability over long periods due to structural strengths like brand power, cost advantages, or network effects.

    What makes the VanEck Morningstar Wide Moat ETF particularly interesting right now is its combination of quality and valuation discipline. It doesn’t simply hold great businesses, it rotates into those that are trading at more attractive prices relative to their intrinsic value.

    In uncertain markets, that balance can be powerful. Investors get exposure to high-quality companies, but with an added layer of protection against overpaying.

    BetaShares Australian Quality ETF (ASX: AQLT)

    A third ASX ETF that could be a top pick is the BetaShares Australian Quality ETF.

    The fund applies the same quality lens to the Australian market.

    Rather than tracking the index, it selects ASX shares that are based on profitability, earnings stability, and balance sheet strength. This results in a portfolio that looks quite different from the broader market.

    Importantly, it helps investors avoid some of the more cyclical or capital-intensive parts of the ASX, instead focusing on businesses that can deliver more consistent performance over time.

    In a volatile environment, that consistency can be valuable. While no investment is immune to market swings, higher-quality companies are often better equipped to recover and continue compounding. It was also recently recommended by Betashares.

    The post Why these ASX ETFs could be top picks in April appeared first on The Motley Fool Australia.

    Should you invest $1,000 in BetaShares Australian Quality ETF right now?

    Before you buy BetaShares Australian Quality ETF shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and BetaShares Australian Quality ETF wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor James Mickleboro has positions in VanEck Morningstar Wide Moat ETF. 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 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.

  • Here are the top 10 ASX 200 shares today

    A panel of four judges hold up cards all showing the perfect score of ten out of ten

    The S&P/ASX 200 Index (ASX: XJO) enjoyed a spectacular rebound this Wednesday, surging back to life after what had been a lacklustre and indecisive few trading days. The ASX 200 spent all day firmly ahead of where it closed yesterday and ended up closing with a sizeable 2.24% gain. That leaves the index at 8,671.8 points.

    This jubilant hump day session for ASX shares comes after an even more euphoric morning on the American markets.

    The Dow Jones Industrial Average Index (DJX: .DJI) was off to the races, gaining 2.49%.

    The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) put the turbocharger on though, exploding 3.83% higher.

    Let’s get back to the local markets now and see how today’s gains filtered down into the different ASX sectors.

    Winners and losers

    Today’s gains were nearly universal, with only one sector left out of the party.

    That sector was utilities shares. The S&P/ASX 200 Utilities Index (ASX: XUJ) was singled out for punishment, losing 0.23% of its value.

    But it was all rainbows and lollipops everywhere else.

    At the front of the recovery, we found gold stocks, with the All Ordinaries Gold Index (ASX: XGD) rocketing up 7.26%.

    Broader mining shares enjoyed a blowout, too. The S&P/ASX 200 Materials Index (ASX: XMJ) surged 4.86% higher this session.

    Tech stocks ran hot as well, illustrated by the S&P/ASX 200 Information Technology Index (ASX: XIJ)’s 3.48% jump.

    Financial shares were also in demand. The S&P/ASX 200 Financials Index (ASX: XFJ) ended up soaring 1.798% higher this hump day.

    Consumer discretionary stocks didn’t miss out, with the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) galloping up 1.75%.

    Nor did healthcare shares. The S&P/ASX 200 Healthcare Index (ASX: XHJ) leapt 1.54% today.

    Industrial stocks came next, as you can see by the S&P/ASX 200 Industrials Index (ASX: XNJ)’s 1.1% spike.

    Communications shares were also popular. The S&P/ASX 200 Communication Services Index (ASX: XTJ) added 0.87% to its total.

    Real estate investment trusts (REITs) saw some buying too, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) vaulting 0.74% higher.

    Energy stocks weren’t left out of the party. The S&P/ASX 200 Energy Index (ASX: XEJ) lifted 0.51% this Wednesday.

    Finally, consumer staples shares counted themselves lucky, evident from the S&P/ASX 200 Consumer Staples Index (ASX: XSJ)’s 0.2% rise.

    Top 10 ASX 200 shares countdown

    Today’s best share on the index was once more a gold stock, Greatland Resources Ltd (ASX: GGP). Greatland shares had a spectacular hump day, shooting 14.9% higher to finish at $13.03 each.

    There wasn’t any news out from the miner itself, but most gold stocks had a mighty fine session today.

    Here’s how the other top stocks tied up at the dock:

    ASX-listed company Share price Price change
    Greatland Resources Ltd (ASX: GGP) $13.03 14.90%
    Zip Co Ltd (ASX: ZIP) $1.72 10.65%
    Pantoro Gold Ltd (ASX: PNR) $3.66 10.24%
    Predictive Discovery Ltd (ASX: PDI) $0.82 10.07%
    Eagers Automotive Ltd (ASX: APE) $24.63 9.47%
    IperionX Ltd (ASX: IPX) $3.84 9.40%
    Deep Yellow Ltd (ASX: DYL) $1.91 9.17%
    Capstone Copper Corp (ASX: CSC) $11.23 8.82%
    Northern Star Resources Ltd (ASX: NST) $22.10 8.55%
    Emerald Resources N.L. (ASX: EMR) $5.82 8.38%

    Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

    The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Greatland Resources right now?

    Before you buy Greatland Resources shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Greatland Resources wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor Sebastian Bowen 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 Eagers Automotive Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Is this ASX defence stock the next DroneShield?

    Middle age caucasian man smiling confident drinking coffee at home.

    If you are looking for exposure to the defence sector and already own DroneShield Ltd (ASX: DRO) shares, then it could be worth checking out the ASX stock in this article.

    That’s because the team at Bell Potter is bullish on it and sees strong potential returns ahead for investors with a high tolerance for risk.

    Which ASX defence stock?

    The stock in question is AML3D Ltd (ASX: AL3).

    It is a welding, metallurgical science, robotics, and software business, which produces automated 3D printing systems that utilise wire additive manufacturing technology (WAM) to produce metal components and structures.

    Bell Potter was pleased to see the ASX defence stock announce new contract wins. This includes an order from the US Navy. It said:

    AL3 recently announced $12.5m in new orders, including a $9.9m follow-on order from Newport News Shipbuilding (four ARCEMY X systems) and a $2.6m parts manufacturing order for the US Navy. NNS is a subsidiary of major US defence prime contractor Huntington Ingalls Industries Inc (NYSE: HII), market capitalisation US$14.5b), is AL3’s largest order to date and complements two ARCEMY X systems acquired by NNS in October 2025.

    The US Navy order through BlueForge Alliance is for five high-demand submarine components which are no longer supported by the incumbent manufacturer. BlueForge Alliance is an industrial base integrator for the US Navy.

    This comes at a time when the company’s balance sheet is looking particularly strong. It adds:

    AL3’s balance sheet is strong with cash of $31m and no debt at 31 December 2025. We have incorporated AL3’s latest financial results and the new orders into our outlook. The net result is tempering our revenue expectations for FY26, and upgrades to outer years.

    Shares tipped to rocket

    According to the note, Bell Potter has reaffirmed its speculative buy rating and 40 cents price target on the company’s shares.

    Based on its current share price of 21 cents, this implies potential upside of 90% for investors over the next 12 months.

    Commenting on its recommendation, the broker said:

    AL3’s technology is particularly suited to maritime applications, giving it strong leverage into demand growth from the US Navy’s Maritime Industrial Base and the US SHIPS Act. Over FY26-27, we expect AL3 to increase deployment of ARCEMY systems to the US and Europe, increase prototyping activity and ultimately commence commercial scale production of components.

    There is potential for the Navy LOI to expand beyond the Maritime Industrial Base to land-based assets. AL3 will also look to deploy its technology into non-defence sector industrial manufacturing.

    The post Is this ASX defence stock the next DroneShield? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in AML3D Limited right now?

    Before you buy AML3D Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and AML3D Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor James Mickleboro 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 DroneShield and is short shares of DroneShield. 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.

  • This ASX healthcare stock could almost double in value according to Bell Potter

    Happy, tablet or doctor in a laboratory with research results or positive feedback after medical data analysis. Smile, vaccine or healthcare worker reading or working on futuristic science innovation.

    While a 10% return, which is in line with historical averages, is always welcome, some ASX stocks have the potential to deliver even more.

    One such stock is Clarity Pharmaceuticals Ltd (ASX: CU6), according to Bell Potter.

    Let’s see what the broker is saying about the radiopharmaceuticals company.

    What is the broker saying?

    Bell Potter highlights that the peer-reviewed paper from the ASX healthcare stock’s Co-PSMA trial has now been released. It points out that there have been some very positive things said about the trial by investigators. It explains:

    The trial demonstrated that 64Cu-bisPSMA has a significantly higher detection rate compared to a current standard-of-care 68Ga PSMA-11 PET/CT in BCR post radical prostatectomy at PSA levels between 0.2 And 0.75 ng/ml, with consequently higher composite reference standard true positive and lower false negative findings.

    This is the first time that a PSMA-targeted imaging agent has demonstrated significantly improved imaging characteristics compared to those currently available, potentially marking an important step forward in imaging technology akin to that seen in the evolution from 18F-Choline/Flucyclovine to PSMA-targeted PET/CT. High praise indeed.

    Bell Potter highlights that the investigator concluded that it could be the biggest breakthrough in PSMA imaging since the conversion from 18F-Choline PET imaging. It adds:

    64Cu-bisPSMA detected nearly 3x as many tumours in the fossa as 68Ga-PSMA11. The fossa is the anatomical space formerly occupied by the prostate gland prior to prostatectomy and is also the region at highest risk of biochemical recurrence. The vastly improved detection rate in this region is major driver of the investigator’s conclusion that 64Cu-SAR-bisPSMA is the biggest break though in PSMA imaging since the conversion from 18F-Choline PET imaging.

    Big potential returns

    According to the note, the broker has retained its speculative buy rating on the ASX healthcare stock with an improved price target of $6.50.

    Based on its current share price of $3.33, this implies potential upside of 95% for investors over the next 12 months.

    Commenting on the company, the broker said:

    The body of clinical data across Co-PSMA, Propeller and COBRA collectively demonstrate the superiority of 64Cu-bisPMSA at all points across the patient journey with metastatic disease. The company expects to submit the NDA following completion of both AMPLIFY and CLARIFY pivotal studies in the coming months.

    The post This ASX healthcare stock could almost double in value according to Bell Potter appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Clarity Pharmaceuticals right now?

    Before you buy Clarity Pharmaceuticals shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Clarity Pharmaceuticals wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor James Mickleboro 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.

  • This is the ASX 300 share offering a 9% dividend yield!

    Person handing out $100 notes, symbolising ex-dividend date.

    There are not many S&P/ASX 300 Index (ASX: XKO) shares that could provide shareholders with a dividend yield of more than 9%. oOh!Media Ltd (ASX: OML) is one of those companies that may have a very promising future ahead for passive income investors.

    I’d imagine there are very few of those high-yield ASX 300 shares that are expected to deliver earnings growth of more than 33% between FY26 and FY28, which is what analysts are predicting.

    oOh!Media describes itself as a leading out-of-home media company that helps advertisers, landlords, leaseholders, community organisations, local councils, and governments reach large and diverse public audiences.

    It has an extensive network of digital and static locations across Australia and New Zealand, including roadside locations, retail centres, airports, train stations, bus stops, office towers, and universities.

    The ASX 300 share is projected to pay a large dividend yield

    oOh!Media decided to deliver investors a large dividend per share of 6.25 cents in FY25. The final dividend of 4 cents per share represented a year-over-year increase of 14%.

    The business said that its full-year dividend payout ratio was 53% of underlying adjusted net profit.

    The forecast on Commsec suggests the business could deliver pleasing growth in FY26 (and beyond). In the 2026 financial year, it’s projected to increase its payout to 6.3 cents. The annual payment could then rise to 7.4 cents per share in FY27 and 8.1 cents per share in FY28.

    Following the 35% decline of the oOh!Media share price in the last six months, the potential FY26 payout now translates into a grossed-up dividend yield of 9.4%, including franking credits, at the time of writing.

    That shows the business could provide significant passive income in the next year.

    Positives to consider about oOh!Media

    There may well be a bit more competition at the moment, but the ASX 300 share operates in a growing sector, which alone could help the business deliver rising profits in the coming years. Scale has its advantages in an industry like this, and oOh!Media is one of the biggest in the sector.

    A few weeks ago, when the company gave its FY25 results during the reporting season, it revealed some positive commentary.

    It said that it continued to see growth in the 2026 calendar year, with first-quarter media revenue “pacing up 7% in Australia”.

    oOH!Media expects that out-of-home will continue to take revenue market share from other media sectors.

    The ASX 300 share also noted that 2026 capital expenditure will be between $55 million and $65 million, largely funding new advertising assets.

    The forecast on CommSec suggests the business is trading at 8x FY26’s estimated earnings. Earnings per share (EPS) are projected to rise 34% over two years to 15.5 cents by FY28, which would mean it’s valued at just 6x FY28’s estimated earnings.

    In other words, it seems really cheap, and I think it just needs to deliver a bit of earnings growth to justify a significantly higher share price.

    The post This is the ASX 300 share offering a 9% dividend yield! appeared first on The Motley Fool Australia.

    Should you invest $1,000 in oOh!media Limited right now?

    Before you buy oOh!media Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and oOh!media Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor Tristan Harrison 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.

  • Why Pexa shares are sinking 16% today

    An ASX 200 share investor runs and leaps over rows and rows of blocks, as they topple in his wake.

    PEXA Group Ltd (ASX: PXA) shares are being hit hard on Wednesday.

    Investors appear to be heading for the exits after the market reacted to a major broker downgrade and a regulatory update released yesterday.

    In afternoon trade, the PEXA share price is down 15.75% to $12.815, making it one of the worst performers on the ASX today.

    The heavy sell-off comes despite the stock still being up more than 15% over the past 12 months. That is comfortably ahead of the broader ASX during a period that has included volatility throughout March.

    The move suggests investors are weighing what the regulatory changes could mean for PEXA’s core Australian earnings.

    Broker downgrade puts pressure on valuation

    The sell-off follows a UBS downgrade, with the broker cutting PEXA from buy to neutral and lowering its price target to $15.70 from $17.50.

    The concern comes from what UBS called a “double-edged” outcome from two regulatory updates affecting Australia’s electronic lodgement network operator market.

    On one side, ARNECC’s decision not to proceed with interoperability reforms removes the near-term risk of expensive platform changes.

    PEXA confirmed it would continue working with regulators to improve the existing national network and customer outcomes.

    But the bigger issue for investors is IPART in New South Wales proposing to regulate service fees using a building-block framework based on efficient costs.

    That creates uncertainty around earnings from PEXA’s dominant Australian exchange business, which remains its main profit driver.

    UBS believes that while the interoperability outcome removes one risk, the prospect of fee regulation could place more pressure on margins over time.

    Still ahead over 12 months despite today’s pullback

    Even after today’s fall, the stock remains up about 15% over the past year. It has also outperformed both its sector and the S&P/ASX 200 Index (ASX: XJO) over that period.

    Today’s decline follows a solid run through late March, supported by better progress in the UK business, asset sale activity, and a well-received half-year result.

    PEXA still has a leading position in Australia’s digital property settlement market, with its platform widely used by lawyers, conveyancers, and financial institutions.

    Foolish Takeaway

    Today’s sell-off looks less about how the business is performing and more about concerns over future regulation.

    The halt to interoperability changes may remove one issue, but the prospect of fee controls on the core Australian network looks to be the bigger concern for investors.

    With the stock still ahead over one year, the focus now turns to whether PEXA can protect margins as regulators work through the next stage.

    The post Why Pexa shares are sinking 16% today appeared first on The Motley Fool Australia.

    Should you invest $1,000 in PEXA Group right now?

    Before you buy PEXA Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and PEXA Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor Aaron Teboneras 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 PEXA Group. The Motley Fool Australia has positions in and has recommended PEXA Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Top brokers name 3 ASX shares to buy today

    Smiling man sits in front of a graph on computer while using his mobile phone.

    Many of Australia’s top brokers have been busy adjusting their financial models and recommendations again. This has led to a number of broker notes being released this week.

    Three ASX shares that brokers have named as buys this week are listed below. Here’s why their analysts are feeling bullish on them right now:

    Aristocrat Leisure Ltd (ASX: ALL)

    According to a note out of Macquarie, its analysts have retained their outperform rating and $63.00 price target on this gaming technology company’s shares. The broker has been looking at recent US casino gaming data and was pleased to see year on year growth. This is despite operating in a potentially softer consumer backdrop. In light of this, the broker continues to forecast solid growth from Aristocrat over the medium term. So, with its shares de-rating significantly this year and its valuation at a multi-year low, the broker thinks investors should be snapping them up while they are down. The Aristocrat Leisure share price is trading at $46.55 this afternoon.

    Catapult Sports Ltd (ASX: CAT)

    A note out of Bell Potter reveals that its analysts have retained their buy rating and $4.75 price target on this sports technology company’s shares. This follows the release of its investor day event presentation which outlined its medium-term growth targets. Bell Potter highlights that the key target is annual contract value (ACV) of US$200 million+ in two to three years. This in theory will be achieved by reaching 5,000 pro teams (vs ~4,000 now) and ACV per pro team of ~US$40,000 (vs ~US$30,000 now). The broker believes that this is achievable given the increase in solutions it offers due to acquisitions and new product development. Bell Potter is forecasting ACV of US$207 million in FY 2029, which is consistent with Catapult’s target. The Catapult share price is fetching $3.50 at the time of writing.

    Navigator Global Investments Ltd (ASX: NGI)

    Analysts at Morgans have retained their buy rating on this investment company’s shares with a trimmed price target of $2.98. According to the note, the broker was pleased with the company’s acquisition of Georgian, which is a Toronto-based AI-focused growth equity firm. It thinks the acquisition is a strategic fit and will be earnings accretive. Outside this, it highlights that a recent selloff of Navigator Global shares appears to have been tied to private credit concerns around its key strategic partner Blue Owl. However, Morgans thinks that the company’s fundamentals are largely unchanged. The Navigator share price is trading at $2.17 on Wednesday.

    The post Top brokers name 3 ASX shares to buy today appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Aristocrat Leisure Limited right now?

    Before you buy Aristocrat Leisure Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Aristocrat Leisure Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

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    Motley Fool contributor James Mickleboro 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 Catapult Sports. The Motley Fool Australia has positions in and has recommended Catapult Sports. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.