A 10-year holding period changes the way investors should think about growth shares.

The focus shifts away from short-term price movements and toward businesses that can keep expanding earnings through different market conditions.

That usually means looking for companies with strong competitive positions, scalable models, and long runways for growth.

With that in mind, here are three high-quality ASX growth shares that could be worth buying and holding for the next decade.

CAR Group Ltd (ASX: CAR)

The first ASX growth share to consider buying is CAR Group.

It owns digital vehicle marketplaces in Australia and several international markets. Its flagship platform, carsales, is one of the strongest online classified businesses in the country.

The appeal of CAR Group is its marketplace structure. Buyers want to use the platform with the most listings, while dealers and private sellers want to advertise where the buyers are. This creates a network effect that is difficult for competitors to break.

The company has also expanded beyond Australia, giving it access to larger offshore markets. That international exposure provides another path for earnings growth over time.

With strong platform economics and a long history of execution, CAR Group remains well placed to keep compounding over the next decade.

ResMed Inc (ASX: RMD)

ResMed is another high-quality ASX growth share that could reward patient investors.

It is a global leader in sleep apnoea treatment and respiratory care. Its devices, masks, and connected software help patients manage breathing-related conditions at home.

The long-term opportunity is supported by a large underdiagnosed market. Millions of people globally suffer from sleep apnoea, but the majority remain untreated. As awareness improves and healthcare systems focus more on home-based care, demand for ResMed’s products should continue to grow.

The company also benefits from scale, brand trust, and an expanding digital ecosystem. Connected devices and software give ResMed a stronger relationship with patients, providers, and healthcare systems.

With strong long-term healthcare demand and a leadership position in its market, ResMed has the qualities needed to keep growing well into the future.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is a third ASX growth share to look at this month.

It offers a different type of long-term growth opportunity. The company provides enterprise software to government departments, councils, universities, and large organisations. These customers rely on its products for critical operations, which supports high retention and recurring revenue.

TechnologyOne’s shift to software-as-a-service has strengthened the business. It has improved revenue visibility, supported margins, and given the company a more scalable platform for growth.

Its expansion opportunity is also not limited to Australia. The company has been building its presence in the United Kingdom, which could become a more meaningful contributor over time if execution remains strong.

With mission-critical software, recurring revenue, and a disciplined growth strategy, TechnologyOne could be a share to own for the next 10 years.

The post 3 high-quality ASX growth shares for smart investors to buy and hold for 10 years appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Coles, Liontown, and ResMed shares
• 4 ASX healthcare shares to buy as sector struggles: experts
• 1 ASX blue chip stock I’d consider buying with the ASX 200 around 8,700
• Leading brokers name 3 ASX shares to buy today
• 3 ASX blue chip shares to buy with $10,000

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

A $2,000 investment can still go a long way with ASX exchange traded funds (ETFs).

The key is choosing funds that provide meaningful exposure in a single trade. That could mean backing a sector that has been sold down, tapping into a long-term global trend, or using one diversified ETF to cover a broad mix of markets.

Here are three ASX ETFs that could be worth looking at.

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

The first ASX ETF that could be worth considering is the BetaShares S&P/ASX Australian Technology ETF.

It gives investors exposure to Australian technology companies, which is a part of the market that has been under pressure as growth shares have sold off. That weakness may be frustrating for existing holders, but it can create a different starting point for new money.

Its holdings include NextDC Ltd (ASX: NXT), WiseTech Global Ltd (ASX: WTC), and Xero Ltd (ASX: XRO).

The BetaShares S&P/ASX Australian Technology ETF offers a way to back a recovery in local tech while still gaining exposure to businesses tied to structural growth.

It was recently recommended by analysts at Betashares.

VanEck Video Gaming and Esports ETF (ASX: ESPO)

Another ASX ETF worth a closer look is the VanEck Video Gaming and Esports ETF.

Gaming has moved far beyond consoles in the lounge room. It now includes mobile games, online platforms, digital content, esports, and the hardware that supports richer gaming experiences.

This fund provides exposure to global companies operating across this ecosystem. Its holdings include Nintendo, Electronic Arts (NASDAQ: EA), and Tencent Holdings (SEHK: 700).

For investors looking beyond the usual technology names, the VanEck Video Gaming and Esports ETF provides access to a global entertainment industry that continues to evolve.

This fund was recommended by VanEck recently.

Vanguard Diversified High Growth Index ETF (ASX: VDHG)

A third ASX ETF to consider is the Vanguard Diversified High Growth Index ETF.

It is built for investors who want broad exposure without having to choose between individual regions or asset classes.

The fund invests across Australian shares, international shares, emerging markets, and a smaller allocation to defensive assets. This gives it a very different role from a narrow thematic ETF.

That structure means the fund is less about backing one theme and more about owning a diversified mix of growth assets through a single ASX trade.

For investors who want simplicity, the Vanguard Diversified High Growth Index ETF can provide a ready-made way to put $2,000 to work across local and global markets.

Vanguard recently recommended this fund to investors.

The post Where to invest $2,000 in ASX ETFs appeared first on The Motley Fool Australia.

More reading

• Here’s why I think ASX growth investors should embrace index investing in 2026
• Where to invest $10,000 in ASX ETFs in May
• Why these ASX ETFs could be top picks in May
• After 7 straight days in the red, where is the value for ASX 200 stocks?
• Are these the best ASX ETFs to buy in May?

Motley Fool contributor James Mickleboro has positions in Nextdc, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Nintendo, Tencent, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Electronic Arts. The Motley Fool Australia has positions in and has recommended WiseTech Global and Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) suffered a rather bleak trading day this Tuesday, not assisted by the Reserve Bank of Australia (RBA)’s widely anticipated decision to once again hike interest rates by 0.25% (the third hike of 2026 so far).

After trading in the red all session today, the ASX 200 recovered a little towards the end of the day to finish down 0.19%.

That leaves the index at 8,680.5 points.

This miserable Tuesday for the Australian markets comes after a rough start to the American trading week last night.

The Dow Jones Industrial Average Index (DJX: .DJI) was in a foul mood, dropping 1.13%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) did noticeably better, but still fell 0.19%.

Let’s get back to the local markets now and take stock of how the different ASX sectors navigated today’s tough trading conditions.

Winners and losers

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

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• WiseTech shares are flying 6.5% higher today. Can they keep going?
• Why Flight Centre, Sigma Healthcare, Vault Minerals, and WiseTech shares are storming higher today

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 positions in and has recommended Pinnacle Investment Management Group, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended Pinnacle Investment Management Group, WiseTech Global, and Xero. The Motley Fool Australia has recommended Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares closed in the red after fresh US-Iran missile attacks and a third interest rate rise in Australia.

The US and Iran launched missile strikes against each other in the Strait of Hormuz overnight as the US tried to restore shipping.

Meanwhile, the Reserve Bank of Australia (RBA) raised interest rates for a third consecutive time to 4.35% today due to rising inflation.

In a statement, the RBA said:

Inflation picked up materially in the second half of 2025, and information since the beginning of this year confirms that some of this increase reflected greater capacity pressures.

In addition, the conflict in the Middle East has resulted in sharply higher fuel and related commodity prices, which are already adding to inflation.

There are early signs that many firms experiencing cost pressures are looking to increase prices of their goods and services.

The Brent crude oil price hit a four-year high earlier today as the market becomes increasingly pessimistic that the war will end soon.

Economists are warning that oil shocks have a long-tail economic impact, and the RBA appears acutely aware of the upside risk to CPI.

Today, four of the 11 market sectors finished in the red, with energy in the lead, up 0.92%, while financials lagged, down 0.56%.

Scores of ASX 200 shares hit fresh 52-week lows today.

They included former market darling CSL Ltd (ASX: CSL) and retail stalwart Wesfarmers Ltd (ASX: WES) shares.

Let’s take a look.

CSL Ltd (ASX: CSL)

The CSL share price hit a 9-year low of $122.48 today.

The ASX 200 healthcare giant has lost half its value over the past 12 months.

Company issues have compounded the impact of a broader ASX 200 healthcare sector rout due to many global headwinds.

Wesfarmers Ltd (ASX: WES)

The Wesfarmers share price reached a 52-week low of $71.31 today.

The market’s largest ASX 200 consumer discretionary share is down 9% over 12 months.

Consumer sentiment is crumbling in Australia today.

Last month, the consumer sentiment index recorded its biggest fall since the beginning of the pandemic five years ago.

Amcor Ltd (ASX: AMC)

The Amcor share price hit a 12-year low of $51.42 today, and is down 28% over 12 months.

Endeavour Group Ltd (ASX: EDV)

The Endeavour share price fell to a record low of $3.13 today, and is down 22% over 12 months.

Harvey Norman Holdings Ltd (ASX: HVN)

The Harvey Norman share price hit a 52-week low of $4.39 today.

Stock in the ASX 200 furniture retailer has tumbled 15% over 12 months.

Ansell Ltd (ASX: ANN)

The Ansell share price dropped to a 2-year low of $25.35 today, and is down 18% over 12 months.

Super Retail Group Ltd (ASX: SUL)

The Super Retail share price hit a 3-year low of $11.47 on Tuesday, and is down 12% over 12 months.

Austal Ltd (ASX: ASB)

Austal shares fell to a 52-week low of $4.01 today.

The ASX 200 industrial share has fallen 21% over 12 months.

ARB Corporation Ltd (ASX: ARB)

The ARB Corporation share price hit a 52-week low of $17.89 today, and is down 43% over 12 months.

Nick Scali Ltd (ASX: NCK)

The Nick Scali share price hit a 52-week low of $14.03, and has cooled 18% over 12 months.

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price hit a 2-and-a-half-year low of $5.29 today.

This ASX 200 retail share has lost 69% of its market capitalisation in 12 months.

Inghams Group Ltd (ASX: ING)

The Inghams share price descended to a 52-week low of $1.71 today.

The ASX 200 consumer staples share has fallen 51% over 12 months.

Centuria Office REIT (ASX: COF)

Centuria shares dipped to a 52-week low of 92 cents today.

The ASX 200 real estate investment trust (REIT) has decreased 26% over 12 months.

Accent Group Ltd (ASX: AX1)

Accent shares hit a 13-year low of 51 cents, and are down 72% over 12 months.

Adairs Ltd (ASX: ADH)

The Adairs share price hit a 52-week low of $1.25, and is down 51% over 12 months.

The post CSL and Wesfarmers among scores of ASX shares hitting fresh 52-week lows appeared first on The Motley Fool Australia.

More reading

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• 3 top ASX shares to build a simple, balanced portfolio in 2026
• How much could the Wesfarmers share price rise in the next year?
• 2 ASX shares tipped to grow 50% or more in the next 12 months

Motley Fool contributor Bronwyn Allen 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 ARB Corporation, Adairs, CSL, Super Retail Group, Temple & Webster Group, and Wesfarmers. The Motley Fool Australia has positions in and has recommended Adairs, Amcor Plc, Harvey Norman, and Super Retail Group. The Motley Fool Australia has recommended ARB Corporation, Accent Group, Ansell, CSL, Nick Scali, Temple & Webster Group, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are hunting for some new portfolio additions, then it could pay to hear what Morgans is saying about the three ASX shares in this article.

Does the broker rate them as buys, holds, or sells? Let’s dig deeper into things:

Aeris Resources Ltd (ASX: AIS)

Morgans is feeling positive about this copper miner and has named it as a buy this week with a 70 cents price target.

Although its production was softer than expected during the third quarter, the broker was pleased with its cost performance and cash flow generation. It said:

Copper production missed on lower Tritton grades but this was offset by a solid cost performance and strong cash flow (+72% qoq), materially strengthening the balance sheet and funding flexibility. Tritton is set up for a stronger 4Q26, while Constellation, Golden Plateau and the Peel acquisition underpin a longer-term production and mine life extension story. Maintain BUY rating with an unchanged A$0.70ps Target Price.

ANZ Group Holdings Ltd (ASX: ANZ)

This banking giant delivered a decent half-year result according to Morgans. However, it isn’t enough for a positive rating. Instead, the broker has upgraded ANZ’s shares to a trim rating (between sell and hold) with an improved price target of $31.85. It said:

1H26 revenues were flat on an underlying basis, but cost decline and credit impairment charges were better than expected. Target price increased 4% to $31.85/sh, given 3-6% earnings upgrades and decision to recommence neutralising the DRP. Upgraded from SELL to TRIM, given potential TSR at current prices of c.-6%.

Bega Cheese Ltd (ASX: BGA)

Morgans was pleased to see this diversified food company retain its guidance for FY 2026 despite cost pressures from the Middle East conflict.

In addition, it highlights that management has lifted its medium-term earnings target and provided a five-year plan.

As a result, it has retained its accumulate rating with a $6.50 price target. The broker said:

We attended BGA’s Investor Day. Despite the cost pressures associated with the conflict in the Middle East, BGA reiterated its FY26 EBITDA guidance. It also upgraded its FY28 EBITDA target and provided an FY31 EBITDA target for its next 5-year strategy. BGA’s targets underpin solid earnings growth profile across the forecast period, whilst maintaining a strong balance sheet.

Our FY26 forecasts remain unchanged, while in FY27 and FY28, we have reduced NPAT for higher D&A associated with BGA’s capital growth projects. We maintain an Accumulate rating with a new price target of A$6.50. BGA remains well placed given its portfolio of iconic household brands, its focus on developing higher margin products with functional health benefits, its expansion into growth channels both domestically and overseas and network optimisation plans.

The post Buy, hold, sell: Aeris, ANZ, and Bega Cheese shares appeared first on The Motley Fool Australia.

More reading

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• 3 ASX dividend stocks with 4% yields to buy for a winning income portfolio

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.

A strong trading update would normally be enough to get investors interested, but that is not how the market is treating Universal Store Holdings Ltd (ASX: UNI) today.

The youth fashion retailer released its FY26 trading update before market open on Tuesday, and the numbers were mostly positive.

Despite this, the share price has gone backwards. At the time of writing, Universal shares are down 3.10% to $7.035.

That leaves the stock down about 12% in 2026, despite the company reporting higher sales and an FY26 earnings guidance above last year’s result.

Here’s what investors are looking at today.

Retail sales keep moving higher

Universal reported group retail sales growth of 14% for the first 43 weeks of FY26.

Its core Universal brand lifted total sales by 11.8%, with like-for-like sales up 8.5%.

Perfect Stranger was the strongest performer, with total sales jumping 39.8% and like-for-like sales rising 12.9%. CTC retail sales also grew 14.5%, although like-for-like sales were more modest at 3.8%.

The second-half update also looked solid. Universal said its core brand achieved 8.1% like-for-like sales growth in the first 17 weeks of the second half, while Perfect Stranger delivered 10% growth.

Management also pointed to positive in-store momentum. Online sales have been softer, but the company linked that to reduced discounting and fewer promotional activities.

What management expects for FY26

The company also outlined its expectations for FY26.

Universal expects group sales of $368 million to $375 million, compared with $333.3 million in FY25. Underlying EBITA is expected to land between $61.5 million and $64.5 million, up from $54.6 million last year.

At the mid-point, that implies sales growth of 11.5% and underlying EBITA growth of 15.4%.

The update showed the business is still growing, and management said it has not seen a material shift in sales trends across the group.

But, CTC weighs on the update

The weaker point in the announcement was CTC wholesale.

Universal said deterioration in the CTC wholesale channel continued in the second half, with the closure of key third-party customer stores and reduced intercompany sales weighing on the division.

Management now sees the wholesale channel as structural and unlikely to improve soon. The channel represents less than 5% of group sales, excluding intercompany eliminations.

That said, the company will recognise a $24 million non-cash impairment against CTC intangible assets. This will be excluded from underlying earnings, but it still takes some shine off the update.

Foolish Takeaway

I can see why the market is not giving this a clean pass today.

The retail numbers look good, Perfect Stranger is still growing quickly, and guidance has moved higher. But the CTC impairment gives investors a reason to hit the sell button, especially with the share price already down this year.

From my side, I would want to see whether management can get CTC back on track.

The post Why this ASX retail stock is falling after a solid trading update appeared first on The Motley Fool Australia.

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

ASX mining shares are underperforming on Tuesday with the S&P/ASX 300 Metal & Mining Index (ASX: XMM) down 0.7%.

Meanwhile, the benchmark S&P/ASX 200 Index (ASX: XJO) is also lower after the Reserve Bank lifted interest rates again today.

ASX 200 shares are down 0.6%, with materials the weakest of the 11 market sectors today.

While key commodity prices are rising today, investors are worried about the impact of higher fuel prices on miners’ earnings.

US and Iran launch new missile strikes

Fresh fighting between the US and Iran broke out overnight, with missile strikes launched in the Strait of Hormuz.

The new military action sent the Brent crude oil price to US$114 per barrel, its highest level since Russia invaded Ukraine in 2022.

At the time of writing, the copper price is US$5.84 per pound, up 0.85%.

Trading Economics analysts said escalating US-Iran tensions are raising concerns about demand for industrial metals like copper.

The analysts said:

A major downside risk for industrial metals is an extended shutdown of the Strait of Hormuz, which could intensify the energy shock and prompt central banks to adopt a more hawkish policy stance, which may dampen manufacturing output and reduce demand for industrial commodities.

On the supply side, copper stocks in warehouses monitored by the LME are still close to their highest levels since 2013, adding to the bearish outlook.

Big picture for copper

The Iran war is a short-term headwind that threatens to disrupt global industrial production due to fuel supply constraints and higher prices.

However, the bigger picture is that a multi-decade green energy transition is underway, and copper’s role in electrification will continue to drive longer term demand, as nations continue to build all the new infrastructure they need for renewable energy generation.

Copper is used in wiring, electric vehicles (EVs), wind turbines, solar energy systems, telecommunications, and electronic products.

The US added copper to its Critical Minerals List in November last year.

The copper price reached a record high of US$6.60 per pound in January. The red metal traded above US$6 per pound again last month.

With this backdrop in mind, here are four ASX copper shares that are buy-rated by the experts.

Sandfire Resources Ltd (ASX: SFR)

The Sandfire Resources share price is $16.61, down 0.8% today and up 65% over 12 months.

Macquarie reiterated its buy rating on the market’s largest pure-play ASX copper share last week.

The broker has a 12-month share price target of $19.30, implying 17% upside ahead.

The ASX copper share traded at an all-time high of $21.75 in January.

Develop Global Ltd (ASX: DVP)

The Develop Global share price is $5.31, down 1.7% today and up 66% over 12 months.

Bell Potter reiterated its buy rating on Develop Global shares this week.

The broker said:

Pioneer Dome’s importance lies in its ability to provide timely liquidity for the Group, supporting de-leveraging and
financing of Sulphur Springs construction.

The resulting financial flexibility would allow DVP to act nimbly on any forthcoming organic and inorganic opportunities.

Bell Potter kept its 12-month share price target at $6.60, suggesting a potential 25% upside ahead.

The ASX copper share traded at a 52-week high of $6.03 in February.

Capstone Copper Corp CDI (ASX: CSC)

The Capstone Copper share price is $11.16, down 3.9% today and up 50% over 12 months.

Morgans is buy-rated on Capstone Copper shares but reduced its price target from $16 to $15.40 last month.

This still implies a potential 38% upside ahead.

The ASX copper share reached a record high of $17.83 in January.

Aeris Resources Ltd (ASX: AIS)

The Aeris Resources share price is 37 cents, down 5.9% today and up 104% over 12 months.

Morgans reiterated its buy rating on Aeris Resources shares this week after reviewing the miner’s 3Q FY26 report.

The broker expects the ASX copper share to return to its 52-week high of 70 cents within a year.

This implies a potential capital gain of nearly 90% ahead.

Aeris Resources last traded at 70 cents apiece in January.

Morgans said:

Copper production missed on lower Tritton grades but this was offset by a solid cost performance and strong cash flow (+72% qoq), materially strengthening the balance sheet and funding flexibility.

Tritton is set up for a stronger 4Q26, while Constellation, Golden Plateau and the Peel acquisition underpin a longer-term production and mine life extension story.

Aeris Resources is in the process of acquiring Peel Mining Ltd (ASX: PEX) to access its South Cobar Copper Project.

Peel Mining announced court approvals today with a shareholder vote scheduled for Monday 15 June.

The post 4 ASX copper shares to buy now: experts appeared first on The Motley Fool Australia.

More reading

• Forget BHP shares, this ASX mining stock could rise 20%+
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• 3 ASX mining stocks Macquarie thinks are worth buying right now
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Motley Fool contributor Bronwyn Allen 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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Gentrack Group Ltd (ASX: GTK) shares are having a day to forget on Tuesday.

In afternoon trade, the ASX tech share is down 35% to $3.17.

Why are investors selling this ASX tech share?

Investors have been rushing to the exits today after the utilities software provider released a trading update.

According to the release, the company is expecting FY 2026 revenue to be between NZ$229 million and NZ$238 million.

This is lower than its previous guidance and compares to revenue of NZ$230.2 million in FY 2025.

Management advised that this softer performance reflects weaker non-recurring (NRR) revenues, which will be lower than in FY 2025, which is offsetting recurring revenue growth. The latter is expected to grow by more than 10% to around NZ$174 million.

But perhaps the main reason this ASX tech share is falling today is its earnings guidance.

The company advised that it has taken the strategic decision to prioritise growth and global leadership over short term earnings.

It advised that it is continuing to invest in international expansion and product development. Furthermore, for new customer wins and upgrades, it is transitioning its business model to drive higher recurring revenue and lower costs for customer onboarding.

This ultimately means that full year EBITDA is expected to be between NZ$13.5 million and NZ$20 million. This will be down 28% to 51% on FY 2025’s EBITDA of NZ$27.8 million.

Looking ahead, management remains positive on its outlook. It believes that strong recurring revenue growth will lead to EBITDA margins improving in line with its medium-term target of 15% to 20%.

Share buyback

The ASX tech share revealed that it intends to undertake an on-market share buyback following the release of its half-year results this month.

This would see Gentrack acquire shares up to a value of NZ$20 million but not more than 5% of Gentrack’s shares on issue, across a period of up to 12-months.

The company’s chair, Andy Green stated:

The Board’s current view is that a share buyback would be appropriate and accretive to shareholders, noting that the programme is supported by a strong balance sheet and would not undermine the company’s ability to continue to fund organic and inorganic growth.

The post Guess which ASX tech share is crashing 35% today appeared first on The Motley Fool Australia.

More reading

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• Why Capstone Copper, Gentrack, Mineral Resources, and WiseTech shares are racing higher today
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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 Gentrack Group. The Motley Fool Australia has positions in and has recommended Gentrack Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Some share price falls make me nervous. Others make me interested.

That is how I am looking at two of the ASX’s biggest healthcare names right now. CSL Ltd (ASX: CSL) and Cochlear Ltd (ASX: COH) are both down more than 50% since this time last year, which is a remarkable fall for two companies that have historically been viewed as high-quality blue chips.

There are good reasons for the weakness. Both businesses have disappointed the market, and investors are clearly questioning how quickly earnings can recover.

Even so, I think patient investors could look back on this period as a rare buying opportunity.

CSL shares

CSL has gone from being one of the market’s most dependable compounders to one of its biggest disappointments.

The share price has been hit by concerns around earnings growth, margin pressure, and whether the company can return to the kind of performance investors became used to over many years.

I understand the frustration. When a business has traded at a premium for a long time, even a modest downgrade in confidence can lead to a large fall in the share price. In CSL’s case, the reset has been much more than modest.

But I do not think the long-term investment case has disappeared.

CSL remains a global leader in plasma therapies, vaccines, and specialty medicines. These are not short-term fashion categories. They are healthcare markets supported by real patient need, scientific expertise, and scale.

The plasma business, in particular, still has attractive long-term characteristics in my opinion. Demand for immunoglobulins and other plasma-derived therapies continues to grow globally, and CSL has spent years building the collection, manufacturing, and distribution infrastructure needed to compete at scale.

That kind of position is not easy to replicate.

The issue is timing. Investors may need to wait for margins, earnings confidence, and sentiment to improve. But after such a large share price fall, I think the market is now offering a much more reasonable entry point than it did in the past.

For long-term investors, I would see CSL shares as a strong buy candidate in May.

Cochlear shares

Cochlear has also had a brutal fall. Its latest trading update disappointed the market, with softer demand, weaker earnings expectations, and evidence that the recovery will take time.

That is painful, especially for a company that has often been priced for steady growth.

But I think there is an important distinction to make here. A bad year does not necessarily mean a broken business.

Cochlear remains one of the world’s leading companies in implantable hearing solutions. It operates in a market with deep clinical need, strong brand recognition, and long-term demographic support.

Hearing loss is not going away. In fact, ageing populations and better awareness of treatment options should support demand over time.

What has changed is the near-term earnings path. Consensus estimates suggest earnings per share will step backwards in FY26 before gradually recovering in FY27 and FY28. That means investors should not expect an instant rebound.

But at a much lower share price, I think Cochlear is starting to look more interesting.

The market has already punished the stock heavily for the downgrade. If management can stabilise performance and rebuild confidence, the upside could be meaningful over the next several years.

For me, Cochlear shares are a buy for investors who can tolerate volatility and think beyond the next result.

Foolish takeaway

So, are CSL and Cochlear strong buys in May?

I think they could be.

These are not risk-free opportunities. Both companies need to rebuild trust with investors, and earnings may take time to recover.

But I would rather be considering these healthcare blue chips after a 50%-plus fall than when they were trading at much higher valuations.

The post Down over 50%: Are CSL and Cochlear strong buys in May? appeared first on The Motley Fool Australia.

More reading

• 4 ASX healthcare shares to buy as sector struggles: experts
• CSL shares halved, can analysts be right about a 100% rebound?
• The worst 4 ASX 200 stocks to buy and hold in April unmasked
• How to shave a decade off retirement with 3 ASX stocks and ETFs
• 10 excellent ASX shares to buy in May

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

S&P/ASX 200 Index (ASX: XJO) shares are down 0.5% to 8,657.8 points on Tuesday.

The US and Iran have launched missile strikes against each other in the Strait of Hormuz as the US tries to restore shipping.

Renewed military action after four weeks of ceasefire has sent oil prices higher, with no end in sight for the war in Iran.

Meanwhile, the Reserve Bank has just announced a third consecutive interest rate rise, taking the cash rate to 4.35%.

Among the 11 market sectors today, energy is in the lead, up 1.3%, while materials is the laggard, down 0.9% today.

Meanwhile, three experts give us their views on three ASX 200 shares.

Let’s check them out.

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price is $66.76, down 0.3% today and up 50% over six months.

Morgans maintained an accumulate rating on the diversified miner after reviewing its 3Q FY26 report.

The broker also increased its price target from $68 to $71.

Morgans said:

Strong 3Q26 beat against expectations led by Onslow and lithium. FY26 guidance upgraded marginally across Mining Services, Onslow, Wodgina and Mt Marion.

Diesel headwinds are emerging but remain contained.

No supply risk currently but cost inflation is apparent. Compelling outlook supported by continued deleveraging and commodity prices.

Iluka Resources Ltd (ASX: ILU)

The Iluka Resources share price is $8.10, down 2.2% today and up 30% over six months.

On The Bull this week, Michael Gable from Fairmont Equities revealed a hold rating on the mineral sands producer.

Gable explained:

ILU has traditionally been a producer of mineral sands. It’s expanding into rare earths and is expected to start processing material in 2027.

The market is also starting to take notice, and positioning into this company.

It mostly traded sideways between November 2025 and March 2026, with a major resistance level near $7. It broke above the resistance line in April, leaving buyers back in control.

We expect the share price to move higher from here.

Dyno Nobel Ltd (ASX: DNL)

The Dyno Nobel share price is $3.29, down 1.1% today and up 3% over six months.

Dyno Nobel is an industrial explosives manufacturer operating mainly in the mining and construction industries.

It was formerly the explosives arm of Incitec Pivot, an Australian chemicals group that combined fertiliser and explosives operations.

Over recent years, the group has been moving away from fertilisers to refocus on explosives services, predominantly in the mining sector.

On The Bull, Toby Grimm from Baker Young put a sell rating on Dyno Nobel shares.

Grimm explained:

Strategic execution remains a persistent concern, in our view. Dyno Nobel’s recent decision to exit fertiliser production, amid finalising the sale of its Phosphate Hill asset at a recent time of elevated fertiliser prices, highlight ongoing timing challenges.

According to our analysis, the divestment materially reduces earnings expectations and leaves the business more exposed to rising gas costs, which are likely to pressure margins within its explosives segment.

Given these risks, we see more attractive opportunities elsewhere.

The post Buy, hold, sell: Mineral Resources, Dyno Nobel, Iluka Resources shares appeared first on The Motley Fool Australia.

More reading

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• Here are the top 10 ASX 200 shares today
• 3 ASX mining stocks Macquarie thinks are worth buying right now
• Why Boss Energy, Coles, Evolution Mining, and Mineral Resources shares are charging higher today
• Are Mineral Resources shares a buy in May?

Motley Fool contributor Bronwyn Allen 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.