
If you are looking to beat the market in 2026 (who isn’t?), then read on!
That’s because the ASX 200 shares listed below have been tipped by analysts to deliver outsized returns for investors over the next 12 months. Here’s what they are recommending to investors:
Megaport Ltd (ASX: MP1)
The team at Macquarie Group Ltd (ASX: MQG) thinks that this network-as-a-service provider could be an ASX 200 share to buy.
Last week, the broker boosted its earnings estimates to reflect the recent acquisition of Latitude, which it highlights gives the company exposure to a fast-growing end market. It also provides the company with exposure to the blockchain and the growing stablecoin market. Macquarie explains:
Customers already consume compute products, but Megaport (MP1) has not historically sold compute. Latitude’s product offering is highly complementary to the existing product set and offers a direct position in a large and fast-growing end market. Stripe, Mercado Livre and Grok are new customer wins.
With multiple new compute use cases, Latitude expands value prop to high-value customers. It is particularly relevant for stablecoins, with rapid recent growth in this space.
In response, Macquarie has put an outperform rating and $21.70 price target on Megaport’s shares. Based on its current share price of $13.17, this implies potential upside of approximately 65% for investors over the next 12 months.
Guzman Y Gomez Ltd (ASX: GYG)
Another ASX 200 share that could rise strongly in 2026 according to analysts is this Mexican food focused quick service restaurant operator.
Morgans thinks that its shares are undervalued at current levels. Especially given its belief that the company’s latest limited time offer will help drive same store sales growth and be supportive of its margins. It explains:
GYG has launched its latest limited-time offer (LTO): the BBQ Chicken Double Crunch (BBQ CDC). Early feedback suggests the item is one of GYG’s more indulgent menu items and taste tests have been overwhelmingly positive. The product leverages existing ingredients, meaning no incremental complexity or cost for stores, a margin-friendly innovation that aligns with GYG’s operational discipline. Management has repeatedly emphasised that menu innovation is a key lever for same-store sales (SSS) growth, and this launch reinforces that commitment. We reiterate our BUY rating.
The broker has a buy rating and $32.30 price target on its shares. Based on its current share price of $21.05, this suggests that upside of 53% is possible for investors over the next 12 months.
The post These ASX 200 shares could rise 50% to 65% appeared first on The Motley Fool Australia.
Should you invest $1,000 in Guzman Y Gomez right now?
Before you buy Guzman Y Gomez 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 Guzman Y Gomez 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 18 November 2025
.custom-cta-button p {
margin-bottom: 0 !important;
}
More reading
- Why Brazilian Rare Earths, Fenix Resources, Flight Centre, and Guzman Y Gomez shares are storming higher today
- 5 ASX 200 shares I’d buy with $10,000 this week
- Buy, hold, sell: Bapcor, Guzman Y Gomez, and NextDC
- Morgans says to buy these two ASX shares
- 5 things to watch on the ASX 200 on Thursday
Motley Fool contributor James Mickleboro has positions in Megaport. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Megaport. 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.
Leave a Reply