2 ASX shares highly recommended to buy: Experts

There are wide variety of S&P/ASX 200 Index (ASX: XJO) share opportunities that we can buy. When one analyst thinks a business is a buy, that’s interesting. When there’s multiple brokers that think a stock is a buy, it could be a great opportunity.

Reporting season has recently finished, giving experts the chance to look over the numbers and valuations and select some of the best opportunities on the ASX.

Below are two of the most popular ASX 200 shares among analysts.

Breville Group Ltd (ASX: BRG)

Breville is one of the world’s leading coffee machine businesses, with multiple brands including Breville, Sage, Lelit and Baratza. It also has a coffee bean business called Beanz.

According to CMC Markets, there have been seven analyst ratings on the business within the last three months. All seven of those ratings were a buy. Not many ASX 200 shares have a 100% positive rating.

The average price target of those seven ratings on the ASX share is $37.36, which implies a possible rise of 18% from where it is at the time of writing. The most optimistic price target is $41.07, suggesting a possible rise of 29%.

FY27 saw solid growth for the business, despite the headwind of US tariffs. Revenue rose 6.7% to $1.81 billion, underlying operating profit (EBITDA) grew 4.5% to $284.1 million, and net profit after tax (NPAT) rose 1.7% to $138.1 million. This allowed the business to fund a 2.7% rise in the annual dividend per share to 38 cents.

Pleasingly, the company delivered double-digit revenue growth in coffee and cooking. Its young markets of China, South Korea, Mexico and Middle East) collectively grew revenue by more than 70%.

To manage exposure to US tariffs on China, it has substantially diversified its manufacturing. More than 85% of its 120-volt product gross profit dollars have now been sourced outside China.

It described the outlook for demand across its markets as “resilient” due to premium consumers, as the company navigates macroeconomic headwinds and company-specific tailwinds, including new product launches, fast-growing new geographies, solution plays and continued store-in-store expansion.

Charter Hall Group (ASX: CHC)

Charter Hall describes itself as a leading fully integrated diversified property investment and funds management group.

The ASX share invests in a diverse portfolio of high-quality properties across core sectors of office, industrial, logistics, retail and social infrastructure.

According to CMC Invest, there have been eight analyst ratings on the business within the last three months. Six of them were a buy rating and two of them were hold.

The average price target of those eight analysts is $25.15, which implies a possible rise of 32% over the next year. The most optimistic price target is $31.07 suggests a possible rise of 63%.

Charter Hall reported in FY26 that group funds under management (FUM) grew by $10 billion over the year to $94.3 billion, which is a strong driver of earnings. FY26 operating earnings per security (OEPS) grew 26.8% to $1.032.

The ASX share is expected to grow its OEPS by 10.5% in FY27 to $1.14, with the distribution expected to grow by another 6%.

The post 2 ASX shares highly recommended to buy: Experts appeared first on The Motley Fool Australia.

More reading

• Where I’d invest $15,000 in ASX shares now
• 40 ASX shares with ex-dividend dates next week
• How to build an ASX portfolio you can stick with for 10 years
• The five worst-performing ASX 200 shares in August unmasked
• 3 ASX growth shares to buy in September

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 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.