After a slow start to 2026, the ASX has found some momentum in recent months. 

A more optimistic outlook for conflict in Iran, cooling inflation and halted interest rates are shifting market conditions back towards growth shares. 

For investors looking to beat the market in the new financial year, there are several ASX ETFs that could be poised for strong growth. 

Here are three I would be watching closely. 

Betashares Global Robotics And AI ETF (ASX: RBTZ)

This ASX ETF invests in companies involved in industrial robotics and automation, non-industrial robots, humanoid technology, robotics-focused AI and unmanned vehicles and drones.

Artificial intelligence is becoming a bigger driver of the US economy than consumer spending, according to Nasdaq Chief Economist Phil Mackintosh. 

Mackintosh said the extraordinary wave of investment in AI is reshaping both economic growth and financial markets.

We’ve kind of pivoted away from the consumer being the real driver of growth in the US economy. The consumer has been slowing in the US. What’s been replacing it though is all the build-out of AI.

This bodes well for the future of ASX ETFs like this one from Betashares, which targets leading global companies involved in the production or use of robotics and robotics-focused AI products and services.

AI is largely underrepresented here in Australia, which makes this fund appealing to investors looking to capture the high growth potential from international companies. 

Betashares S&P ASX Australian Technology ETF (ASX: ATEC)

Thanks to the large AI sell-off in early 2026, many Australian technology companies still remain undervalued. 

This may have created a unique opportunity for growth investors that believe these shares can bounce back. 

The ATEC fund remains down 28% over the last 12 months, but with headwinds easing, it could be a winner over the next 12 months. 

This ASX ETF aims to track the performance of the S&P/ASX All Technology Index (before fees and expenses). 

The Index provides exposure to leading ASX-listed companies in a range of tech-related market segments such as information technology, consumer electronics, online retail and medical technology.

Global X Fang+ ETF (ASX: FANG)

This fund from Global X is another high-growth opportunity. 

It seeks to invest in companies at the leading edge of next-generation technology that includes household names and newcomers.

This includes companies in areas such as artificial intelligence, cloud computing, digital advertising, ecommerce, electric vehicles, social media, and streaming.

All the underlying holdings are US-based, offering another option for investors seeking international diversification.

It has enjoyed strong momentum since late March, rising more than 20% in that span. 

The post 3 growth focussed ASX ETFs that could beat the market in FY27 appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell 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.

Megaport Ltd (ASX: MP1) shares are flying higher in early morning trade on Thursday after the company posted its FY26 results.

At the time of writing, the shares have climbed around 8% to a fresh all-time high of $21.96 each.

Today’s increase means the shares are now up around 83% higher for the year-to-date and 52% higher than 12 months ago.

The update comes as Megaport posted a huge 37% increase in revenue, a 24% increase in EBITDA, and a 62% hike in group annual recurring revenue for FY26. Megaport’s revenue figures came in at the high end of its upgraded guidance. 

Clearly investors are pleased with the financial update, and many are rushing to snap up the company’s shares this morning while they’re still trading for cheap.

Megaport shares have rallied higher in 2026

The ASX tech shares have enjoyed an incredible rally over the past four months. Megaport shares rebounded strongly in May thanks to a run of good-news announcements and a reversal of investor sentiment.

The software-defined network (SDN) service provider has confirmed several new contracts since late-April, including a three-year compute and storage contract with a total contract value (TCV) of approximately US$25.1 million (A$35.4 million) and three additional binding contracts with two US AI customers, worth a TCV of approximately US$183 million and annualised recurring revenue (ARR) of approximately US$65 million. 

In early-June Megaport went into a trading halt ahead of the launch of a new fully underwritten $827.3 million entitlement offer. The company completed the institutional component of the offer, priced at $14.30 per share, on the 5th of June.

Today’s bumper FY26 results and run of contract wins confirms that the business is on track for growth.

But now the question is, can the Megaport shares keep climbing higher? Or have they now reached fair value?

Here’s what the experts think.

Here’s what brokers tip for the ASX tech shares over the next 12 months

We might see brokers and analysts revise their outlooks on Megaport shares in coming days, following today’s results announcement.

But at the time of writing, brokers are very bullish about where the shares could travel to next.

Market Index data shows all brokers agree to a buy rating on Megaport shares. The $24.42 average target price implies a potential 11% upside, at the time of writing.

According to TradingView data, the majority of analysts (14 out of 16) have a buy/strong buy rating on the ASX tech shares.

The average $23.29 target price implies a potential 6% upside at the time of writing. However, some are even more bullish and tip the shares to increase up to 39% to $30.55 over the next 12 months.

Macquarie recently said it is impressed with the company’s latest contract wins. The broker said Megaport provides AI exposure for investors with shorter lead times and less capital expenditure than data centre operators. It has a buy rating and a $27.80 price target for the shares.

The post Here’s what brokers tip for Megaport shares over 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 Megaport. 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.

The WAM Microcap Ltd (ASX: WMI) share price is in focus after the company declared a fully franked final dividend of 5.35 cents per share for FY26, bringing the total fully franked dividend for the year to 10.7 cents per share. The investment portfolio delivered a tiny 0.1% return for the year, lagging its benchmark.

What did WAM Microcap report?

• Fully franked final dividend of 5.35 cents per share, taking the full year payout to 10.7 cents per share
• Fully franked dividend yield of 7.6% (grossed-up, 10.9%) based on 19 August 2026 share price
• Investment portfolio return of 0.1% for FY26, compared to S&P/ASX Small Ordinaries Accumulation Index return of 8.1%
• Operating loss before tax of $2.4 million (previous year: profit of $59.7 million)
• Operating loss after tax of $0.1 million (previous year: profit of $43.6 million)
• Dividend Reinvestment Plan (DRP) available with a 2.5% discount for the final dividend

What else do investors need to know?

WAM Microcap has now paid a total of 80.7 cents per share in fully franked dividends since listing in 2017, or 115.3 cents per share including the benefit of franking credits. The 2026 result reflects a tough year, driven by underperformance in micro-cap industrials and limited exposure to the booming resources sector.

Despite this, WAM Microcap continues to focus on identifying undervalued micro-cap companies, aiming to deliver capital growth and income to shareholders. The portfolio remains diversified across sectors including industrials, consumer discretionary, and technology.

What did WAM Microcap management say?

Chairman Geoff Wilson AO said:

We are pleased to declare a fully franked final dividend of 5.35 cents per share for WAM Microcap shareholders, taking the fully franked full year dividend to 10.7 cents per share. The benefits of the listed investment company structure, together with the profits reserve available, have enabled the Board to continue to provide fully franked dividends to shareholders through market cycle.

Since listing in June 2017, WAM Microcap has delivered 80.7 cents per share in fully franked dividends to shareholders, or 115.3 cents per share when including the value of franking credits.

What’s next for WAM Microcap?

Looking ahead, management remains positive about the long-term potential of the micro-cap sector, believing that the company’s focus on under-researched and undervalued names will reward patient investors. The portfolio team continues to seek stocks they believe the market is undervaluing, backed by fundamental research.

WAM Microcap will hold a Q&A webinar on 22 September 2026 for investors to discuss these results and outlook with the portfolio team.

View Original Announcement

The post WAM Microcap hikes dividend for FY26 despite tricky year appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has positions in Wam Microcap. 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.