Goodman Group (ASX: GMG) shares have had a much tougher run recently.

The property giant is trading around $26.35 on Friday, well below the levels investors were willing to pay earlier in the year.

For investors considering the stock today, the obvious question is whether this weakness has created an opportunity.

Could Goodman shares climb back above $30 in 2027? I think they can.

What would it take to reach $30?

A move from $26.35 to $30 would represent a gain of around 14%.

That does not look particularly demanding to me if Goodman can deliver the earnings growth the market is expecting.

Earnings per share (EPS) came in at 129.9 cents in FY26. Consensus forecasts point to EPS increasing to 142 cents in FY27 and then 151 cents in FY28.

That would represent earnings growth of around 9% in FY27, followed by another increase of approximately 6% in FY28.

For me, that earnings trajectory provides a reasonable foundation for the share price to recover.

What would Goodman be worth at $30?

At today’s price of around $26.35, Goodman is trading on a PE ratio of approximately 18.6 times forecast FY27 earnings.

Using the FY28 consensus forecast, that multiple falls to around 17.5 times.

If Goodman shares reached $30, the stock would trade on approximately 21 times FY27 forecast earnings or just under 20 times FY28 earnings.

I do not think either valuation looks unreasonable if the company’s data centre expansion is a success.

Of course, there are still uncertainties.

Goodman’s valuation can be sensitive to investor expectations around interest rates and property markets, while earnings forecasts could change if the AI boom doesn’t result in increased demand for data centres. A weaker earnings outlook could make $30 harder to justify.

But at the current share price, I think investors are being offered a more attractive starting point than they were near the 52-week high.

Would I buy Goodman shares?

I would. If earnings per share reaches 142 cents in FY27 and 151 cents in FY28, Goodman should continue growing into its valuation over the next couple of years.

That gives investors two potential drivers of returns: higher earnings and some recovery in the multiple investors are prepared to pay for those earnings.

I think that combination makes the shares attractive at current levels.

Foolish takeaway

For me, $30 looks like a realistic target for Goodman shares in 2027.

It would require a gain of around 14% from today’s price, but the forecast earnings growth suggests the business could do some of the heavy lifting rather than relying entirely on a higher valuation.

Overall, I would be comfortable buying Goodman shares around $26.35 and giving the company time to work its way back above $30.

The post Will Goodman shares reach $30 in 2027? appeared first on The Motley Fool Australia.

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• How to build a $50,000 passive income from ASX shares
• What does Anthropic’s $32b Queensland data centre mean for ASX AI shares?
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• 3 ASX 200 shares I’d buy and hold for a decade
• How much passive income could I make by investing $500 a month in ASX shares?

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

National Australia Bank Ltd (ASX: NAB) shares could be a pleasing passive income option, depending on what dividends the ASX bank share ends up paying.

Banks like NAB have can deliver a solid dividend yield thanks to its fairly low price/earnings (P/E) ratio and generous dividend payout ratio.

NAB’s profit is fairly consistent due to the nature of banking. Borrowers repay their loans every month, providing NAB with resilient cash flow.

Let’s take a look at what experts expect for NAB’s dividend in the coming years.

FY26

We’re close to the end of the 2026 financial year for NAB, which ends in September 2026. The last we heard from the ASX bank share was the three months to 30 June 2026.

Its FY26 third quarter saw the bank generate statutory net profit after tax (NPAT) of $1.81 billion, an increase of 32% compared to the quarterly average of the FY26 first half.

Revenue grew by 2% compared to the first-half FY26 quarterly average, and 5% year-over-year. Cash earnings of $1.83 billion were up 4% year-over-year, and 2% compared to the FY26 first-half quarterly average.

It’s not a lot of growth, but it’s growth nonetheless at a difficult time.

Its credit impairment charges came to $299 million. Within that, its collective provision charges were $119 million, driven by business lending volume growth and a deterioration in performing book asset quality. It’s something to keep an eye on amid higher interest rates and potential stress related to the Middle East conflict.

According to the projection on CMC Invest, NAB could pay an annual dividend per NAB share of $1.70, which would be the same as FY25.

FY27

The 2027 financial year could see an improvement in the bank’s financials, according to the earnings and dividend projections. Forecasts are not guaranteed to happen of course, but I think any growth during the current period would be impressive.

According to the projection on CMC Invest, the ASX bank share is forecast to slightly increase its annual payout to $1.705 per NAB share.

FY28

The final year of this series of projections could be the best of all for shareholders of National Australia Bank.

The forecast on CMC Invest suggests that the business could accelerate the growth of its dividend, taking the annual payout to $1.73 per NAB share.

At that potential level, the ASX bank share could deliver a grossed-up dividend yield of 6.4%, including franking credits, at the time of writing.

The post Here’s the dividend forecast out to 2028 for NAB shares appeared first on The Motley Fool Australia.

More reading

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• Is NAB one of the best ASX dividend shares to buy?
• Why I’d invest $50,000 of superannuation into these 3 top ASX ETFs
• If I invest $5,000 in NAB shares, what passive income will I receive in FY27?
• Which big 4 bank stock will rise the most before the end of 2026?

Motley Fool contributor Tristan Harrison 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.

The ASX share market is always throwing up opportunities for us to consider. Sometimes it’s a great update or a lower share price that reveals the opportunity.

I’m going to look at two ASX shares that are very positively rated by experts, with lots of buy calls on the stocks.

When one expert thinks a business is a buy, it could be interesting idea. When there are numerous buy ratings, that could be a clear opportunity.

Netwealth Group Ltd (ASX: NWL)

Netwealth describes itself as a financial services company. It provides a number of services including superannuation (accumulation and retirement income products), investor-directed portfolio services for self-managed super and non-super investments, managed accounts, managed funds, SMSF admin services and non-custodial admin and reporting services.

According to CMC Invest, there have been 12 ratings on the business within the last three months. Nine of those analyst calls were a buy and three were a hold. The average price target of those 12 ratings was $27, implying a possible rise of 43% over the next year, from where it is at the time of writing.

The company continues to win more funds under administration (FUA), grow market share and win more advisors.

The ASX share reported that in FY26, total income grew 20.6% to $391.1 million, operating profit (EBITDA) rose 18% to $192.9 million, and net profit after tax (NPAT) climbed 16.2% to $135.4 million.

Netwealth expects FY27 FUA net inflows of between $18 billion to $20 billion, an increase of between 17% to 30% compared to FY26. It also recently announced the $20 million acquisition of Paradino, a leading AI-enabled advice workflow and automation platform for financial advisors.

Paladin Energy Ltd (ASX: PDN)

The other ASX share I’ll highlight is Paladin Energy, a uranium producer with 75% ownership of the Langer Heinrich Mine in Namibia.

It’s also progressing development of the Tier-1, high grade and shallow Patterson Lake South project in northern Saskatchewan. The ASX share has a portfolio of exploration assets within the province’s highly prospective Athabasca Basin and also at the Michelin project in Newfoundland and Labrador.

On top of that, it owns uranium exploration assets in Queensland and Western Australia.

According to CMC Invest, there have been 13 analyst ratings on the business within the last three months. Ten of those analyst calls were a buy, one was a hold and two were a sell. The average price target of $13.55 suggests a possible annual rise of 33% from where it is at the time of writing.

FY26 was a strong year for the business. Its average realised (sold) price rose 7% to US$70 per pound, revenue grew 71% to US$304 million, gross profit improved $78.3 million to $52.2 million and operating cash flow surged $41.5 million to $37.7 million.

As we can see, its financials are significantly improving and the company is working unlocking further uranium production in the future.

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

More reading

• Why are Netwealth shares crashing 6% on Friday?
• Netwealth faces class action after compensation payments
• Boss Energy vs Paladin Energy: Which ASX uranium stock wins?
• 3 ASX shares down 40% to 80% I’d buy on the cheap
• Buy, hold, sell: Netwealth, Tabcorp, Healius shares

Motley Fool contributor Tristan Harrison 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 Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.