• Buy, hold, sell: Flight Centre, Qantas, and Wesfarmers shares

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    Are you on the hunt for some new additions to your portfolio? 

    If you are, then it could be worth seeing if the team at Morgans rates these popular ASX shares as buys this week.

    Here’s what the broker is saying about them:

    Flight Centre Travel Group Ltd (ASX: FLT)

    While Morgans wasn’t blown away with this travel agent’s FY 2026 results, it remains positive.

    It continues to believe the Flight Centre share price will be materially higher once operating conditions ultimately improve. As a result, it has a buy rating and $14.25 price target on its shares. It said:

    FLT’s FY26 result came in at the lower end of guidance which is disappointing given its 18 June trading update. Leisure was the key miss for us. Corporate had a strong year (+28% NPBT growth), while Leisure was weak (NPBT -22%) given the Middle East conflict. Outlook comments disappointed with Corporate expected to have a weak 1H27, followed by growth in the 2H27. Pleasingly, Leisure is off to a strong start. With one-off costs associated with Productive Operations and World360 Rewards now being placed above the line, we have made minor downgrades to our forecasts. 

    While investors will need to be patient for another six months, FLT’s fundamentals remain attractive (FY27F PE of 11.6x) and we retain a Buy rating with a new A$14.25 price target. When operating conditions ultimately improve, both its earnings and share price will be materially higher.

    Qantas Airways Ltd (ASX: QAN)

    Qantas delivered a result that was in line with expectations in FY 2026 despite facing a major fuel cost headwind.

    In response, the broker has retained its accumulate rating (between buy and hold) with a trimmed price target of $10.60. Morgans said:

    Strength in the mix – QAN delivered a broadly in-line FY26 result despite a significant fuel cost headwind in 2H26, with a stronger-than-expected performance from Jetstar offsetting softer Domestic earnings. Group Underlying PBT of $2.06bn finished ~3% ahead of consensus, highlighting the resilience and diversification of the earnings base. 

    TRASK tailwind emerges – QAN expects Domestic and International TRASK to increase 8-10% in 1H27 while Group capacity remains broadly flat, pointing to a more supportive revenue backdrop despite elevated fuel costs. We maintain our ACCUMULATE rating with a reduced-price target of A$10.60ps (previously $11.50).

    Wesfarmers Ltd (ASX: WES)

    Wesfarmers also delivered a result that was largely in line with expectations in FY 2026.

    And while trading in FY 2027 has been softer than expected, Morgans remains relatively positive. It has an accumulate rating and $85.00 price target on Wesfarmers’ shares. The broker commented:

    WES’s FY26 result was broadly in line with expectations, although trading in early FY27 was slightly softer, with management also flagging higher capex in FY27. Earnings from Bunnings, Kmart Group and Health were largely in line with expectations, while Officeworks was slightly above our forecasts. WesCEF was modestly weaker than anticipated. Management noted that while consumer demand remains resilient, cost-of-living pressures persist and customers continue to be value-conscious. We make minimal changes to FY27-29F group EBIT but decrease underlying NPAT by 1-2% due to higher net interest expense. 

    Despite these changes, our target price rises to $85.00 (from $81.10) as we believe the increased investments WES is making in the near term will drive sustainable growth over the long term. This is particularly evident across its retail businesses (Bunnings, Kmart Group, Officeworks and Priceline), where investment should strengthen customer value propositions in a subdued consumer environment and position the divisions to capture stronger growth when economic conditions improve. ACCUMULATE rating maintained.

    The post Buy, hold, sell: Flight Centre, Qantas, and Wesfarmers shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Flight Centre Travel Group right now?

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    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 Wesfarmers. The Motley Fool Australia has recommended Flight Centre Travel Group and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Where could the WiseTech share price be in 12 months?

    Two smiling colleagues looking at a tablet in a data centre.

    It has been a turbulent couple of years for the WiseTech Global Ltd (ASX: WTC) share price.

    During this time, the logistics software provider’s shares have been as high as $135.00 and as low as $28.76.

    From top to bottom, that is a decline of almost 80%.

    Today, the WiseTech share price is trading closer to its lows than its highs at $36.76.

    But where could it be in 12 months? Let’s see what a number of analysts are saying about the fallen tech star.

    Where is the WiseTech share price going?

    The good news is the broker community is overwhelmingly positive on the investment opportunity here and believes there is plenty of upside potential between now and this time next year.

    The team at Macquarie, for example, recently put an outperform rating and $48.20 price target on its shares.

    Based on the current WiseTech share price, this implies potential upside of just over 30%. 

    Elsewhere, Citi and UBS see potential for even more upside over the period. They have buy ratings and $58.75 and $56.00 price targets, respectively, on its shares. This suggests upside of 52% to 60% over the next 12 months.

    More bulls

    Over at Morgans, its analysts responded positively to the company’s full-year results and put a buy rating and $62.50 price target on its shares. This implies potential upside of 70% for investors over the next 12 months. It said:

    WTC’s FY26 result was largely in line with Morgans forecasts (MorgansF), with FY26 revenue of US$1,396m and EBITDA of US$558m coming in towards the lower end of its initial FY26 guidance range. While CargoWise revenue growth of +11% was softer than expected, WTC delivered annualised run-rate savings of ~US$115m in FY26, supporting further margin expansion into FY27. FY27 guidance will see revenue growth 2H-weighted, reflecting the timing of growth initiatives, while Underlying EBITDA guidance of US$725-780m implies EBITDA margins tracking back towards 49-51%. Our Underlying EBITDA forecasts are revised by +3%/-2% in FY27-FY28F and we retain our BUY rating with a price target of A$62.50ps (previously A$67.00ps).

    Finally, the team at Bell Potter is even more bullish. Following its results release, the broker retained its buy rating with a trimmed price target of $65.00. Based on the latest WiseTech share price, this suggests that upside of over 75% is possible by this time next year.

    Commenting on its recommendation, Bell Potter said:

    In our view the issue with the result was the guidance and, in particular, the expected 45%/55% H1/H2 split in CargoWise revenue this year which implies mid single digit growth in H1 and strong double digit growth in H2. While we reflect this skew in our forecasts, we adjust for the risk in our valuation by reducing the multiples we apply in the PE ratio and EV/EBITDA and also increasing the WACC we apply in the DCF. The net result is a 9% decrease in our TP to $65.00 and we retain the BUY.

    Overall, if the company executes on its plans and delivers on the market’s expectations, it could be a good 12 months for investors. Though, time will tell if that is the case.

    The post Where could the WiseTech share price be in 12 months? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in WiseTech Global right now?

    Before you buy WiseTech Global 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 WiseTech Global wasn’t one of them.

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    * Returns as of 1 August 2026

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    Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool Australia 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.

  • 3 top ASX dividend shares to buy in September

    Elderly couple cosily walking together outside.

    September could be a good time to look for new income ideas on the ASX.

    But which ASX dividend shares could be worth buying this month?

    Three that stand out are listed below. Here’s why they could be top options for passive income investors.

    Harvey Norman Holdings Ltd (ASX: HVN)

    The first ASX dividend share to consider is Harvey Norman.

    It has been a difficult period for the retail sector, with higher interest rates and cost-of-living pressures weighing on consumer spending.

    But Harvey Norman remains a high-quality retailer with a strong brand, a global footprint, and a valuable property portfolio.

    The company also has exposure to several offshore markets, which gives it more growth options than some investors may realise.

    If consumer spending conditions improve over the next couple of years, Harvey Norman could be well-placed to benefit.

    Bell Potter remains positive and has a buy rating and $5.00 price target on its shares.

    With respect to income, the broker expects fully franked dividends per share of 26.5 cents in FY 2027 and then 27.9 cents in FY 2028. This equates to dividend yields of 6.3% and 6.6%, respectively.

    Rural Funds Group (ASX: RFF)

    Another ASX dividend share that could be worth a look is Rural Funds.

    This agricultural property group owns a portfolio of farmland assets across Australia. These include properties leased to operators in areas such as cattle, almonds, vineyards, macadamias, and cropping.

    Instead of operating the farms, it collects rent from its tenants, many of which are on long-term leases. This can provide a great degree of income visibility for investors.

    Like many property stocks, Rural Funds has been pressured by higher interest rates and weaker investor sentiment. But for income investors, that may have created an opportunity.

    UBS has a buy rating and $2.30 price target on its shares. The broker also expects attractive dividend yields of 6% and 6.2% in FY 2027 and FY 2028, respectively.

    Universal Store Holdings Ltd (ASX: UNI)

    A final ASX dividend share to consider is Universal Store.

    It is a youth-focused fashion retailer behind the Universal Store, Perfect Stranger, and Thrills brands.

    Retail can be a tough sector, especially when household budgets are under pressure. But Universal Store has continued to appeal to younger shoppers and has a strong store rollout opportunity ahead of it. This has allowed it to outperform many of its peers.

    Bell Potter is positive on the company and has a buy rating and $9.70 price target on its shares.

    As for income, it is forecasting fully franked dividends per share of 41.2 cents in FY 2027 and then 46.6 cents in FY 2028. Based on its current share price of $7.58, this equates to dividend yields of 5.4% and 6.1%, respectively.

    The post 3 top ASX dividend shares to buy in September appeared first on The Motley Fool Australia.

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    Motley Fool contributor James Mickleboro has positions in Universal Store. 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 positions in and has recommended Harvey Norman and Rural Funds Group. The Motley Fool Australia has recommended Universal Store. 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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