If you are hunting for ASX 200 stocks that could supercharge your portfolio, then read on.
That’s because listed below are two buy-rated stocks that analysts believe could rise at least 20% from current levels.
Here’s what they are recommending to clients:
Netwealth Group Ltd (ASX: NWL)
Bell Potter has named investment platform provider Netwealth as an ASX 200 stock to buy.
The broker believes recent share price weakness has created a buying opportunity for investors. It said:
Upgrade to Buy. First Guardian is an overhang, but if net flows are maintained then the company is on-track to beating guidance and maybe consensus. Against this backdrop there continues to be noise â KKR is looking to exit CFS and Macquarie has disrupted its flows â so we view FY26 as a good setup and upgrade based on valuation, where NWL has averaged an EV/
multiple of 33x.
The last traded price implies 29x our blended FY26-27 estimates. NWL has continued to build platform functionality with additional managed account options, a new individual HIN offering and expanded bond access through the trading desk. This should increase revenue share, and we can see a pathway to the usual +20% revenue growth story that historically has attracted value investors around these levels.
Bell Potter currently has a buy rating and $31.50 price target on the ASX 200 stock. Based on its current share price of $25.76, this implies potential upside of 22% for investors over the next 12 months.
Zip Co Ltd (ASX: ZIP)
The team at Macquarie Group Ltd (ASX: MQG) believes that buy now pay later (BNPL) provider Zip could be an ASX 200 stock to buy.
While the broker acknowledges that loss rates are increasing due to its explosive total transaction value (TTV) growth, it still expects the company to achieve its net transaction margin guidance.
In light of this, the broker sees a lot of value in its shares at current levels. Macquarie said:
Outperform. We forecast Zip to continue to deliver rapid growth supported by increased product adoption, expansion of merchant network, increased customer engagement and digital product innovation.
Catalysts: We expect ZIP to deliver attractive TTV growth and NTM in the guidance range, with potential upside risk to earnings.
Macquarie has an outperform rating and $4.85 price target on Zip’s shares. Based on its current share price of $3.56, this suggests that upside of 36% is possible between now and this time next year.
The post These ASX 200 stocks could rise 20% to 35% appeared first on The Motley Fool Australia.
Should you invest $1,000 in Macquarie Group Limited right now?
Before you buy Macquarie Group 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 Macquarie Group 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 1 Jan 2026
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More reading
- How to build a $250,000 ASX share portfolio starting at zero
- Here are the top 10 ASX 200 shares today
- Here are the top 10 ASX 200 shares today
- 3 ASX 200 blue-chip shares I would buy with $100,000
- Top brokers name 3 ASX shares to buy today
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 Macquarie Group and Netwealth Group. The Motley Fool Australia has positions in and has recommended Macquarie Group and Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
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