• Could WiseTech shares smash past $100 in the next 12 months?

    Sport fans cheering at a game in a stadium.

    WiseTech Global Ltd (ASX: WTC) shares are climbing higher into the green in Wednesday lunchtime trade.

    At the time of writing, the technology shares are up around 2% and changing hands for $39.34 a piece.

    Today’s increase means WiseTech shares have now climbed just over 12% higher over the past week, and rebounded 24% over the month.

    Although they’re still down roughly 43% for the year-to-date.

    Last week the company announced that the Australian Securities and Investments Commission (ASIC) has closed two investigations involving the company and its personnel.

    These include share-trading investigations into founder Richard White and two current employees. ASIC has issued no-action letters confirming it will not pursue enforcement action against those individuals.

    ASIC also concluded a separate governance investigation that began in late 2024, confirming that no enforcement action will be taken against WiseTech.

    An investigation involving another individual who is not a company employee remains ongoing.

    It looks like the update has cleared governance overhang and concerns that have been weighing heavily on the company’s underlying business for the past two years.

    The shares are now pointing in the right direction, and dissolving these headwinds could give the stock room to jump even higher.

    Now the question is, could WiseTech shares return to 2025-levels and surpass the $100 mark over the next 12 months?

    Here’s what the experts think.

    What’s ahead for WiseTech shares?

    But it looks like the experts are confident that WiseTech shares can bounce back over the next year, but they’re undecided by how much. 

    Market Index data shows all brokers have a strong buy rating on the shares. The average target price is well below the $100 level, at $58.07, although that still implies an upside of around 48% at the time of writing.  

    TradingView data also shows the majority (10 out of 17) have a strong buy rating on WiseTech shares. Another two rate the stock as a buy and five rate it a hold.

    The average target price is around the same level, at $58.40, which implies around a 48% upside at the time of writing.

    But some of the more bullish experts tip WiseTech shares to rocket to $100.07 over the next 12 months. That implies a 154% upside at the time of writing and puts the shares just slightly over the $100 barrier.

    What could help drive the shares past $100 this year?

    WiseTech’s CargoWise platform is a dominant player and deeply embedded in the global logistics industry. 

    The platform is difficult to replace, which gives WiseTech both security and a strong competitive advantage among its peers. 

    If global trade volumes keep expanding and supply chains become more digital, WiseTech could expand its position in the market even further.

    The company has already proven that the business is well-placed to drive more growth, too.

    In August, the company reported an impressive 46% increase in its EBITDA for FY26, which came in line with its previous guidance. 

    Looking ahead, WiseTech is guiding total revenue growth between 6% and 10% for FY27, and underlying EBITDA growth between 12% and 21%, with a margin uplift to 49% to 51%. 

    This level of growth, combined with the fact most overhanging governance concerns now in the past, I think the shares could quickly jump higher.

    The post Could WiseTech shares smash past $100 in the next 12 months? appeared first on The Motley Fool Australia.

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    Motley Fool contributor Samantha Menzies 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 WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Telix shares crashing 8% today: What happened?

    A sad looking scientist sitting and upset about a share price fall.

    Telix Pharmaceuticals Ltd (ASX: TLX) shares have dropped just over 8% to $14.44 at the time of writing on Wednesday.

    After hitting a three-year low in mid-February the ASX healthcare shares rebounded strongly and surged 83% within two months.

    Since then they’ve been pretty volatile, swinging between $12.20 and $17.85 in mid-September.

    But, even after the latest decline the shares are up around 27% for the year-to-date, although they’re 14% lower than 2 months ago.

    Today’s crash follows the company’s third-quarter earnings for FY26, which it posted to the ASX ahead of the market open this morning.

    Clearly the announcement has spooked investors, with many rushing for the exits today.

    What did Telix report?

    The company posted its third-quarter FY26 results this morning for the period ending 30th of September.

    Telix posted a 19% increase in its revenue versus the same period in 2025 but down 1% from the previous quarter, broadly in line with expectations.

    Revenue in the company’s Precision Medicine business jumped 30% versus the same period in FY25, but flat on the second quarter of FY26. 

    The company said it will continue to expand its product pipeline, advancing multiple late-stage trials in prostate, brain, and kidney cancer. 

    Telix reaffirmed that its FY26 revenue and other income is expected to be in excess of US$1 billion, with revenue tracking in line with the upper end of guidance, driven by growth in its Precision Medicine business and improved commercial momentum for new products.

    The company also revised its FY26 research and development expenditure guidance range to US$240 million to US$260 million, from US$230 million to $270 million previously. It also confirmed that its pipeline is expanding, with trial results and regulatory results in progress.

    So, why are the shares falling?

    Telix’s latest update is positive, so today’s decline mostly looks like the result of profit-taking investors taking their gains off the table after the shares spiked to an annual high last month.

    It also looked like much of the good news out of the announcement was already priced into the latest share price.

    Telix’s narrowed research and development expenditure also suggests that costs could be running a bit higher than it previously expected.

    What does the outlook look like for Telix shares?

    The experts are even more bullish on Telix shares over the next 12 months. TradingView data shows the majority (14 out of 15) have a buy/strong buy rating on the ASX healthcare stock. One more rates the shares as a hold.

    And these all agree a significant upside ahead after today’s crash. 

    The $26.44 average target price implies an upside of around 80% at the time of writing. 

    Meanwhile, the maximum target price of $32.07 now implies a 119% upside over the next 12 months, at the time of writing.

    The post Telix shares crashing 8% today: What happened? appeared first on The Motley Fool Australia.

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    Motley Fool contributor Samantha Menzies 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 Telix Pharmaceuticals. The Motley Fool Australia has recommended Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • This small-cap ASX tech stock could more than triple in value: Broker

    IT specialist using laptop in data centre full of server racks.

    Shares in Blackpearl Group Ltd (ASX: BPG) have fallen almost 80% over the past 12 months, but the analyst team at Bell Potter believes they can bounce back strongly.

    The broker has just issued a new research note on the company with a speculative buy recommendation, and while they have cut their share price target almost in half, they still expect the company to increase substantially in value.

    I’ll get to the specifics of their share price target shortly.

    First, let’s look at Blackpearl Group’s most recent trading update issued just this week.

    Business model evolving

    The company said in a statement to the ASX that it now expects profitability on an EBITDA basis in FY28, after narrowing its quarterly loss by a third to $2.97 million.

    The cloud technology company said it had reduced its cost base by about 27% compared with the fourth quarter of FY26, or about $9.4 million on an annualised basis.

    During the quarter, the company had also struck a non-binding agreement with “one of the largest data providers in the United States: a private company serving Fortune 500 companies with B2B intent data and demand generation”.

    Blackpearl Group added:

    The partner works only inside a large enterprise customer profile and does not service SME US businesses. That demand is now referred to Blackpearl, which delivers data and platform as a service to those customers under a revenue share between 20% and 40%, depending on the type of deal. Blackpearl owns the customer relationship. The partner has an identified referral pipeline of 70+ companies, with typical deal sizes of US$10,000 to US$30,000 per month.

    Blackpearl said since the partner originates the relationship, there was no upfront customer acquisition cost and payback is immediate.

    They added:

    Gross margin is high and the incremental cost to serve is low, so revenue from this channel flows largely through to EBITDAF. Onboarding is fast: Blackpearl already holds the underlying data asset, and the Pearl Engine applies its models over it. The partnership validates the Group’s DaaS and PaaS strategy, where Blackpearl’s data intelligence powers other companies’ products and revenue systems. Further distribution agreements are in negotiation.

    ASX tech shares looking cheap

    Bell Potter said the change in Blackpearl’s revenue model meant the broker had changed how it valued the company, moving from a recurring revenue model to a discounted cash flow model.

    This had led to a drop in the share price target from $1.20 to 65 cents, compared to the current share price of 19 cents.

    If achieved this would be a 242.1% return.

    The post This small-cap ASX tech stock could more than triple in value: Broker appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

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    Motley Fool contributor Cameron England 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.

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