There are a few ASX shares that numerous analysts like at the moment. When one expert rates a business as a buy, it’s interesting. When multiple brokers think a business is a buy, it could be an especially exciting opportunity to consider.
We are still in the middle of reporting season and some updates have been pleasing to analysts. When a business reports strong growth and still looks undervalued, then it could be a great buy today.
We’re going to look at two of the most appealing ASX shares available to Australians to buy today, based on the number of buy ratings.
Judo Capital Holdings Ltd (ASX: JDO)
Judo is a bank that is best known for providing loans to small and medium enterprises (SME), and unlocking a lot of funding for those loans via term deposits.
According to the Commsec collation of analyst opinions, there are currently 12 buy ratings on the ASX share.
In the half-year result, Judo reported that its gross loans and advances (GLA) increased 15% year-over-year and the net interest margin (NIM) improved 22 basis points (0.22%) to 3.03%, enabling a 46% rise in statutory net profit after tax (NPAT).
UBS is one of the brokers that rates Judo as a buy, with the numbers indicating “improving management confidence in lending book growth and NIM delivery”. The NIM was 1 basis point (0.01%) better than what market analysts were expecting.
Management has provided guidance that the NIM could expand to around 3.15% in the second half.
UBS believes Judo looks “well placed to benefit from structural tailwinds to business banking credit growth”. The broker is expecting the business to grow its earnings per share (EPS) at a compound annual growth rate (CAGR) of around 14.1% over the next three years.
The broker has a price target of $2.25 on the business and the $133 million net profit projection for FY26 implies the business is trading at 16x FY26’s estimated earnings.
TechnologyOne Ltd (ASX: TNE)
TechnologyOne is one of the largest software businesses on the ASX. It provides enterprise solutions for clients like local, state and federal governments, financial services, education, utilities, health and community services.
The Commsec collation of analyst opinions on the ASX share shows there are currently 13 buy ratings on the business.
TechnologyOne recently held its annual general meeting (AGM) which included some good news, helping offset some of the negativity surrounding potential AI threats to its future profitability.
UBS is one of the brokers that rates TechnologyOne as a buy.
The broker noted that at the AGM, it upgraded its expectations for profit before tax (PBT) to between 18% to 20%, up from the previous guidance of 13% to 17%. UBS is projecting 18.4% profit growth for TechnologyOne.
Additionally, the ASX share also gave new FY26 annual recurring revenue (ARR) growth guidance of between 16% to 18%. UBS thinks the ARR growth will be 18%.
UBS noted that TechnologyOne continues to target at least $1 billion of ARR by FY30. UBS thinks the ASX share will reach $1 billion of ARR by FY29.
On AI worries, the broker wrote:
i) TNE has sold 22 subscriptions for their new agentic AI-platform, Plus. At $75k/pa, early AI revenues are run-rating at $1.7m, since commercialisation just early Feb. Plus has seen the fastest takeup from customers versus other modules released by TNE, which gives us comfort on AI presenting as a direct monetisation avenue for TNE; ii) AI investment is all factored into PBT guidance and will see immediate PBT benefits, both on topline and on productivity.
TNE’s upgraded guidance today was expected but even then, still came in slightly above UBSe and cons numbers, which we view positively in light of recent concerns on AI disruption.
AI platform Plus’ early monetisation gives us comfort that AI could have potential to be a growth inflector over time.
UBS has a price target of $38.70 on the ASX share, implying significant potential for a share price recovery over the next year.
The post 2 ASX shares highly recommended to buy: Experts appeared first on The Motley Fool Australia.
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Motley Fool contributor Tristan Harrison has positions in Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Technology One. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.