WiseTech Global Ltd (ASX: WTC) shares have fallen a long way from their previous highs.

The logistics software company is trading around $31.77 on Tuesday, leaving the WiseTech share price well below where it has traded in recent years.

Could it recover to $50 in 2027?

The earnings outlook is interesting

At first glance, a move from $31.77 to $50 looks ambitious. It would require the WiseTech share price to rise around 57%.

But I think the earnings outlook could be supportive of a major re-rating that underpins a large rise.

Consensus forecasts point to earnings per share of $1.42 in FY27, followed by $1.88 in FY28 and $2.28 in FY29.

At today’s price, WiseTech is trading on a PE ratio of around 22 times forecast FY27 earnings. That falls to roughly 17 times FY28 earnings and only 14 times FY29 earnings.

For a global technology business expected to grow earnings at that sort of rate, those multiples look quite low to me.

In fact, I think the current valuation suggests the market is not fully convinced WiseTech will deliver those forecasts.

That is understandable. Forecasts can change, and investors have good reason to wait for evidence that the expected earnings growth is actually coming through.

But it also creates an opportunity if WiseTech does deliver.

What would $50 look like?

At $50, the WiseTech share price would trade at around 35 times forecast FY27 earnings.

That would be a much higher valuation than today, but the picture changes as we look further ahead.

Based on the current forecasts, a $50 share price would represent around 27 times FY28 earnings and 22 times FY29 earnings.

I do not think those valuations would look unreasonable if WiseTech were clearly on track to produce the expected growth.

That is why I can see a path to $50.

There is still plenty of uncertainty

WiseTech still has to deliver the earnings growth analysts are expecting. If profits fall short, the valuation at $50 would quickly become much harder to justify.

That is probably one reason the shares are trading where they are today.

For me, the opportunity comes from the gap between what the market appears willing to pay for WiseTech now and what the business could be worth if earnings grow as expected.

However, I would not assume that gap closes quickly, and there could be plenty of volatility along the way.

Foolish takeaway

I think $50 is within reach for the WiseTech share price in 2027.

The shares have a long way to go from $31.77, but the earnings forecasts give me a reason to believe a strong recovery is possible.

There is still uncertainty around whether WiseTech can deliver those numbers. But if the business starts showing that the expected earnings growth is on track, I think today’s share price could end up looking very cheap.

The post Could the WiseTech share price reach $50 in 2027? appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino 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.

Woodside Energy Group vs Ampol shares: Which ASX energy stock looks better?

With energy prices a big topic for Aussie investors and global themes front of mind, both Woodside Energy Group Ltd (ASX: WDS) and Ampol Ltd (ASX: ALD) land in the spotlight. As two of the largest names in oil and gas, yet with different business models, many will be wondering which company’s shares are the better buy today. Here’s how they stack up across their core businesses, fundamentals, value, dividend payouts, and recent momentum.

The case for Woodside Energy Group

Woodside Energy Group is Australia’s largest dedicated oil and gas operator. Producing mainly LNG, oil, and gas from a range of large offshore assets, Woodside is seen as a heavyweight in the sector. After merging with BHP’s oil and gas business, Woodside further cemented its status as a truly global energy player. The company, founded in 1954 and listed on the ASX since 1971, holds big production scale and a broad asset base spanning Australia and international waters.

Looking at key fundamentals:

• Market Cap: $61.63 billion – one of the top 20 listed companies in Australia
• P/E Ratio: 14.32 – not far from the broader ASX average for a large energy producer
• Dividend Yield: 5.03% (fully franked, as per its most recent figures)
• Year To Date Return: 44.3% – a hefty share price run over the current calendar

Woodside has a long, consistent track record of large, fully franked dividends for shareholders stretching back decades, with its last payment at $0.57 per share (fully franked). The company’s scale and resources offer stability, even as it faces the long-term headwinds familiar in fossil fuels.

The case for Ampol

Ampol is better known to most Aussies as the brand behind roughly 2,000 service stations nation-wide. As Australia’s only listed refiner and one of the largest distributors of petroleum products, Ampol’s business is all about refining (primarily from its Lytton plant in Brisbane) and big-volume fuel retail and distribution. The company trades on history – it’s well over a century old, formerly operated as Caltex, and has more recently focused on retailing and logistics (while also maintaining a presence in New Zealand via Z Energy and a significant stake in Philippine fuel company Seaoil).

Ampol’s standout numbers:

• Market Cap: $10.28 billion – much smaller than Woodside, but still substantial
• P/E Ratio: 7.18 – sitting well below both Woodside and the broader market average for large caps
• Dividend Yield: 5.68% (fully franked, per latest figures)
• Year To Date Return: 42.8% – almost matching Woodside’s strong gains

Consistent, fully franked dividends are a feature here as well, with Ampol’s last interim dividend coming in at $1.85 per share (fully franked). Its lower P/E ratio draws attention for value hunters, though its business is more exposed to the ups and downs of retail volumes and margins.

Valuation comparison

Both Woodside and Ampol offer eye-catching yields and have strong profit track records, but a few numbers really stand out when viewed side-by-side:

Metric	Woodside Energy	Ampol
Market Cap	$61.63 billion	$10.28 billion
P/E Ratio	14.32	7.18
Dividend Yield	5.03% (100% franked)	5.68% (100% franked)
Earnings Per Share	1.605	7.444

Ampol’s much lower P/E signals a potentially cheaper earnings valuation compared to Woodside, at least based on recent profits. Its higher (and also fully franked) dividend yield adds to the appeal for income seekers. Do note: the reported EPS and P/E for Ampol line up mathematically, but Woodside’s numbers appear less in sync, possibly due to differences in the basis of the earnings measurement shown.

Recent share price performance

Both companies have delivered big gains for shareholders recently, but their price histories reveal a bit more detail. Comparing the past month:

• Woodside Energy: Rose from $33.78 (21 Aug) to $32.42 (18 Sep), actually showing a small drop over this period despite a strong YTD number. Its year to date return is up 44.3%.
• Ampol: Climbed from $39.85 (21 Aug) to $43.13 (18 Sep), reflecting a net gain for the span, and a 42.8% year to date return.

The momentum is strong for both, but Ampol’s recent month shows steadier progress.

Which is the better buy?

On a pure numbers basis, I’d lean toward Ampol right now. It trades on a much lower P/E than Woodside Energy (7.18 versus 14.32), offers a higher fully franked yield (5.68%), and has kept pace with Woodside’s strong share price run so far this year. While Woodside’s scale gives it stability and huge assets, that’s already reflected in its rich $61 billion market cap. Ampol’s business is more retail-facing, but its valuation and income look appealing for everyday investors. That said, Woodside’s larger projects and global reach do offer defensive qualities if you’re chasing blue chip exposure and long-term oil and gas. For value and income at today’s prices, my pick would be Ampol – but both names deserve a spot on any energy watchlist.

The post Woodside vs Ampol: Which ASX energy stock should you buy? appeared first on The Motley Fool Australia.

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• Santos vs Woodside: Which ASX energy share is better value?
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Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. 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.

Telix Pharmaceuticals Ltd (ASX: TLX) shares were dominating headlines yesterday after the biopharmaceutical company’s shares crashed almost 12% in a single session. 

Investors were exiting their positions in Telix after the company announced a $3.3 billion merger with German company ITM. 

What is the merger?

Telix announced a merger with ITM Isotope Technologies Munich SE, a global leader in therapeutic radioisotopes. 

As reported by Laura Stewart yesterday, the deal could create a radiopharmaceutical powerhouse, with combined estimated 2026 revenue over US$1.3 billion and deeper supply chain security for Telix’s growing pipeline.

Telix said regarding the deal:

The merger will further strengthen Telix’s leadership as a vertically integrated radiopharmaceutical company with the capabilities required to develop, manufacture and deliver innovative treatments to patients globally. The combined organisation will be uniquely positioned as a radiopharmaceutical industry leader, differentiated by a world-class scaled isotope manufacturing business with a validated global distribution network, a market-leading commercial precision medicine platform and the industry’s most extensive therapeutic radiopharmaceutical pipeline.

However investors seemingly were unimpressed by the announcement, as Telix shares fell over 11%. 

Telix shares remain up 38% year to date. 

What is Bell Potter’s view?

Following the announcement, Bell Potter provided updated guidance on Telix shares. 

The broker’s view on Telix’s proposed merger with ITM is broadly positive from a strategic perspective, with the transaction providing Telix with significant exposure to the rapidly growing lutetium-177 (Lu-177) market and creating a vertically integrated radiopharmaceutical company spanning isotope production, drug development and manufacturing. 

However, Bell Potter also recognises the near-term risks, including approximately 24% ownership dilution to existing Telix shareholders, around US$302m of additional net debt, potential FY27 earnings dilution, and regulatory and execution risks associated with ITM-11 following the FDA’s recent Complete Response Letter. 

Overall, the merger strengthens Telix’s long-term strategic position and provides exposure to a potentially much larger radiopharmaceutical market. 

However the benefits are likely to take time to flow through to earnings, explaining the muted initial market reaction.

Once in a lifetime opportunity

Bell Potter retained its buy recommendation following the announcement and has an unchanged price target of $19 on Telix shares. 

The broker said they are yet to include the earnings impact from the transaction in our forecast,

Nevertheless, it represents a once in a lifetime opportunity to acquire a dominant share in the supply of Lu-177 that is very difficult to replicate. While earnings may take a year or two to realise, the underlying value is obvious. Maintain Buy rating.

The price target from Bell Potter indicates an upside potential of 20% for Telix shares. 

The post What is this broker’s view on Telix shares after yesterday’s crash? appeared first on The Motley Fool Australia.

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• Why are Telix Pharmaceuticals shares on the slide today?
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Motley Fool contributor Aaron Bell has positions in Telix Pharmaceuticals. 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.