If you are looking for new additions to your portfolio, then it could be worth listening to what analysts are saying about the popular ASX 200 shares named below, courtesy of The Bull. 

Here’s what they are recommending this week:

BHP Group Ltd (ASX: BHP)

Fairmont Equities thinks that this mining giant could be an ASX 200 share to buy.

It believes commodities markets are still only in the early stages of a bull run, which bodes well for BHP and its share price. It explains:

I believe commodities markets are in the early stages of a bull run, leaving BHP’s share price in a prime position to move higher. Copper now generates most of BHP’s earnings after it produced almost 2 million tonnes in full year 2026. The company should also benefit from constrained global supplies of copper.

Iron ore is also a significant contributor to full year earnings. The company posted an attributable profit of $US9.8 billion in full year 2026, up 9 per cent on the prior corresponding period. We view any share price dips as a buying opportunity.

CSL Ltd (ASX: CSL)

Over at Red Leaf Securities, its analysts believe CSL shares are a buy this week.

It notes that CSL’s outlook is improving and sees scope for its shares to move higher. Red Leaf said:

CSL’s recovery is gaining momentum after forecasting underlying profit growth guidance of about 5 per cent in fiscal year 2027. Guidance exceeded market expectations. Immunoglobulin sales improved in the second half of fiscal year 2026 amid the company announcing a further share buy-back of $1.1 billion. The outlook for this global health care company is improving after prolonged underperformance. 

CSL shares have risen from $92.24 on June 3 to trade at $179.19 on September 24. Successfully meeting or exceeding its targets leaves room for a potentially higher share price considering the stock was trading above $300 in calendar year 2024.

Woodside Energy Group Ltd (ASX: WDS)

The team at Red Leaf Securities is also positive on energy giant Woodside and has named it as an ASX 200 share to buy.

Red Leaf likes Woodside due to its exposure to elevated energy prices. It explains:

Woodside offers exposure to recent elevated global energy prices amid supply disruptions and continuing Middle East tensions. Stronger realised prices should support near term cash flow and dividends. A major risk is an easing of geopolitical tensions and a corresponding fall in crude oil prices. 

However, the company delivered a solid interim result. Operating revenue of $7.446 billion in the first half of 2026 was up 13 per cent on the prior corresponding period. Underlying net profit after tax of $1.334 billion was up 7 per cent. The Scarborough energy project is almost completed.

The post Experts name 3 popular ASX 200 shares to buy this week appeared first on The Motley Fool Australia.

More reading

• Expert names Woodside and BHP shares as top buys today
• Should I buy BHP shares in October?
• Here are the top 10 ASX 200 shares today
• 3 cheap ASX shares I would buy now
• Buy, hold, sell: Xero, South32, Woodside shares

Motley Fool contributor James Mickleboro has positions in CSL and Woodside Energy Group Ltd. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended BHP Group and CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

I’m always on the lookout to buy pieces of Australia’s top shares. Premier Investments Ltd (ASX: PMV) is one of the stocks heavily on my radar.

Following divestment of numerous apparel brands to Myer Holdings Ltd (ASX: MYR), there are now three businesses within the Premier Investments business – Peter Alexander, Smiggle and a stake in Breville Group Ltd (ASX: BRG).

The recent FY26 results highlighted both the problems and opportunities the business is currently facing.

Resilient earnings generation

It reported operating profit (EBIT) from its retail division of $175.9 million, while group profit before tax (PBT) came to $211.1 million.

Smiggle sales were down 12.9% to $230.2 million, amid a 13% reduction in store numbers to 268 since the start of FY25.

Smiggle is trying to reclaim the six to 12-year-old customer market through a refreshed product, better marketing and visual merchandising to drive sustainable and profit growth.

Peter Alexander is certainly the highlight of the business – it grew sales by 3.2% to $565.3 million.

The launch of a ‘Peter’s Dreamers’ – a loyalty program – in October 2025 continues to exceed management’s expectations with the program attracting over 1.4 million customers in the first 10 months.

Peter’s Dreamers customers contributed more than 60% of brand sales during FY26, at an average transaction value of more than 40% above non-members. Management suggested there are further opportunities to provide increased data and insights to enhance the customer experience.

New store opportunities

I think its expansion potential is key to why it’s one of Australia’s top shares.

Pleasingly, during FY26, the company opened four new stores and expanded or relocated five others, with further investment in fit-outs. At least five new store openings and one relocation/expansion are confirmed for the first half of FY27.

Additionally, the company identified 15 more opportunities for both new and larger-format stores in existing markets to better showcase its broader product offering.

While the UK expansion didn’t work out as intended, Peter Alexander continues to explore international wholesale opportunities with ‘global best-in-class’ wholesale partners.

This article isn’t about Breville, but I’m also confident about the long-term prospects of that business with how it’s expanding overseas in markets like China and South Korea. This could be an important driver for the Breville share price as well as potentially increasing the Breville dividend in the coming years.

Premier Investments share price valuation

According to the projection on Commsec, the Premier Investments share price is valued at just 12x FY27’s estimated earnings. It could pay a FY27 grossed-up dividend yield of 9.5%, including franking credits, at the time of writing.

Given how Peter Alexander could continue to grow in the coming years, I think the company’s valuation is very cheap right now, especially given the rewarding dividend yield.

I think it’s one of Australia’s top shares to buy right now.  

The post A rare buying opportunity in 1 of Australia’s top shares? appeared first on The Motley Fool Australia.

More reading

• 3 ASX shares tipped to return 38% to 60%
• 2 strong Australian stocks to buy now with $9,000
• Top brokers name 3 ASX shares to buy next week
• Premier Investments vs Myer: Which ASX Retail Stock is Best?
• This ASX 200 share offers 30% upside and a 7% yield

Motley Fool contributor Tristan Harrison has positions in Breville Group. 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 Myer and Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Technology One vs Life360 shares

Plenty of Aussie investors are looking at technology shares for long-term growth, and right now, two names keep popping up: TechnologyOne Ltd (ASX: TNE) and Life360 Inc (ASX: 360). But which one has the best upside from here? Whether you’re after profits, dividends, or a stake in the next big thing, let’s see how these companies stack up.

The case for TechnologyOne

TechnologyOne is a heavyweight in Australia’s tech scene, creating enterprise software that helps its more than 1,000 clients — mainly government agencies, councils, and big organisations — run smoother operations. This Brisbane-based business has grown its footprint into six countries, focusing on integrated, user-friendly IT solutions.

Looking at the fundamentals, TechnologyOne is clearly a mature, profitable business:

• Market cap is a hefty $9.59 billion, making it one of the largest software companies on the ASX.
• P/E ratio stands at 68.51, reflecting strong investor confidence but also a premium to many other listed companies.
• Their dividend yield is at 0.96%, not huge, but decent for a technology outfit, especially with 75% franking on recent payouts. The trailing dividend per share sits at $0.28.

According to its most recent public description, TechnologyOne claims more than 1,000 customers across seven industry segments, which adds to its stability and resilience.

The case for Life360

Life360 is a US-based developer best known for its family safety app, letting users share locations, communicate, and get real-time alerts and driver reports. The app includes features like roadside assistance, driver monitoring, theft ID, and medical help — and with its recent entry into ad-tech, it’s chasing new revenue streams as well. Life360 boasts more than 104 million monthly active users.

Life360’s raw fundamentals tell the story of a growth-focused business:

• Market cap is $4.72 billion, about half the size of Technology One but still large for an ASX tech company.
• P/E ratio of 23.70, much lower than TechnologyOne’s, and EPS of $0.573. (Note: While EPS is higher here, P/E ratios can reflect different underlying measures or one-off factors, so keep this context in mind.)
• No dividend at all — classic for a company reinvesting in expansion, especially with a global user base and ad-tech ambitions.

Life360’s offering is consumer-facing and more global, with new growth engines like advertising now in play.

Valuation comparison

Here’s a quick look at the key numbers:

	TechnologyOne	Life360
Market Cap	$9.59b	$4.72b
P/E Ratio	68.51	23.70
Dividend Yield	0.96% (franked 75%)	0.00%
Earnings Per Share (EPS)	$0.428	$0.573
Year to Date Return	5.0%	-42.4%

Note: Life360’s reported P/E and EPS both suggest it’s profitable on a per-share basis, while TechnologyOne’s much higher P/E suggests the market prices in strong future growth or stability. Also, Life360 pays no dividend, while TechnologyOne offers a small franked yield, which may be attractive if that regular cashflow matters for you.

Recent share price performance

Comparing recent share price data until 25 Sep 2026:

• TechnologyOne: Closed at $29.29, down 1.2% on the day. Its year-to-date return is a positive 5.0%.
• Life360: Closed at $19.32, up a tiny 0.05% on the day. But its year-to-date return is down sharply, at -42.4%.

So, while both have had daily ups and downs lately, TechnologyOne’s shares have held up much better so far in 2026, while Life360 has suffered a significant drawdown.

Which is the better buy?

This is where it gets interesting. If I’m weighing pure upside potential, Life360 stands out. Its P/E ratio is well below TechnologyOne’s, even though its EPS is higher. It just reported a profit, has a massive (user base, and is chasing new ad-driven revenue — all classic ingredients for a beaten-down growth stock to rebound hard if things click. But there are clear risks: year to date, Life360 shares are down over 40%, a real blow for any investor who bought in a few months back.

TechnologyOne, meanwhile, is the definition of dependable: strong client base, reliable profits, and a long history of resilience. Investors do pay a steep premium for that consistency, with a P/E near 70 and a dividend yield below 1%. If you want steady, relatively lower-risk exposure in the Aussie tech sector, I can see the appeal — though I doubt you’ll get explosive upside from here, unless earnings go through the roof.

So here’s my take: For pure upside, my pick would be Life360. It’s coming off a rough patch, is priced much more modestly, and any positive surprise — user growth, new monetisation, or acquisition news — could see a sharp recovery. I’d call it a higher-risk, higher-reward option. If you want to sleep soundly and collect those franked dividends, TechnologyOne might be the safer, steadier bet, but if I had to choose on upside, Life360 gets my nod.

The post TechnologyOne vs Life360: Which ASX tech share has more upside? appeared first on The Motley Fool Australia.

More reading

• A rare buying opportunity in 1 of Australia’s top shares?
• 5 best ASX shares to buy in October
• Here are the top 10 ASX 200 shares today
• Xero vs Life360: Which ASX tech share has more upside?
• Is Life360 one of the best ASX growth shares to buy?

Motley Fool contributor Laura Stewart 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. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.