S&P/ASX 200 Index (ASX: XJO) shares are up 0.4% to 8,651 points on Friday.

Let’s take a look at some new ratings from the experts.

Codan Ltd (ASX: CDA)

The Codan share price is $67.64, up 0.2% today and up 111% over six months. 

Bell Potter has a buy rating on this ASX 200 tech share. 

In a new note, the broker said:

CDA has provided a 1H27 trading update which reflects an acceleration in the strong momentum seen at the August 20, 2026 result.

Communications: Elevated demand is expected to drive substantial operating leverage, resulting in a 1H27 EBIT margin of 40% (2H26 34.3%). CDA has upgraded full year FY27 Communications revenue growth target range to 30-40% from 20%.

Metal detection: Minelab 1H27 revenue run-rate is now slightly above 2H26 levels an improvement from August 20 where it was tracking in line. The strong momentum is driven by recently launched GPZ 8000 and Gold Monster 2000 detectors, a favourable gold price and the continued expansion of ROW.

Group: CDA continues to actively seek ways to mitigate potential supply chain related constraints resulting from the order momentum in both the Communications and Minelab businesses. CDA currently expects to achieve NPAT for 1H27 of not less than $160m.

Capstone Copper Corp CDI (ASX: CSC)

The Capstone Copper share price is $14.08, up 0.1% today and up 28% over six months. 

Ord Minnett downgraded the ASX 200 copper share from hold to buy this week.

In a new note, the broker said:

Capstone Copper (CSC) has agreed to sell its Cozamin mine to Luca Mining Corp. in a transaction worthup to US$385 million, with completion expected in the December quarter 2026.

While the sale of the asset was widely anticipated, the final consideration was below market expectations of around US$530 million. 

Importantly, the transaction strengthens CSC’s balance sheet and improves its ability to fund the large Santo Domingo copper project, where a final investment decision is targeted for late 2026. 

With the upside more limited from here, we lower our recommendation on CSC to Hold from Buy, but note that copper prices are currently stronger than our long-term assumption of US$5.50/lb which should provide valuation support.

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price is $150.57, up 0.6% today and down 13% over six months.

John Athanasiou from Red Leaf Securities has a sell rating on this ASX 200 bank share. 

He explained (courtesy of The Bull): 

CBA is Australia’s highest quality major bank, but, in my view, quality doesn’t always represent value.

Its premium valuation leaves limited room for disappointment as rising interest rates potentially slow credit growth and increase borrower stress.

Investors could use the opportunity to take profits and consider better-value alternatives elsewhere in the banking sector.

The post Buy, hold, sell: CBA, Capstone Copper, Codan shares appeared first on The Motley Fool Australia.

More reading

• Why I’d buy CBA and Coles shares in October
• If I invest $10,000 in ANZ shares, what passive income could I receive in FY27?
• Here are the top 10 ASX 200 shares today
• Which were the best-performing ASX 200 shares in September?
• Codan vs Xero: Which ASX tech stock is the better buy in October?

Motley Fool contributor Bronwyn Allen 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.

S&P/ASX 200 Index (ASX: XJO) shares are 0.6% higher at 8,668.6 points on Friday.

The ASX 200 fell to a four-month low yesterday amid falling oil prices and rising bond yields.

While expectations of another interest rate rise next month have cooled, many experts say a hike in 1Q FY27 is likely.

Amid the market weakness, experts are offering their advice on buy-the-dip opportunities.

They reckon the following stocks have great upside potential over the next 12 months.

Goodman Group (ASX: GMG)

The Goodman Group share price is $25.86, down 2.8% today.

Over the past six months, this ASX 200 property share has declined 1%.

Citi reiterated its buy rating on Goodman shares with a price target of $40.

This implies potential capital gains of 54% ahead.

WiseTech Global Ltd (ASX: WTC)

The WiseTech share price is $33.08, up 5.6% today.

Over the past six months, this ASX 200 tech share has fallen 13%.

Citi renewed its buy rating on WiseTech shares with a $58.75 price target.

This implies a potential 77% upside ahead.

Minerals 260 Ltd (ASX: MI6)

The Minerals 260 share price is 87 cents, up 1.8% today.

Over the past six months, this ASX 200 gold share has risen 28%.

Bell Potter reaffirmed its speculative buy rating on Minerals 260 shares with a 12-month target of $1.40.

This suggests a potential 67% upside ahead.

Analyst David Coates said:

MI6 has released an updated Mineral Resource Estimate (MRE), Pre-Feasibility Study (PFS) and maiden Ore Reserve Estimate (ORE) for its 100% owned, 6.2Moz Bullabulling Gold Project (BGP), 25km west of Coolgardie in WA.

These mark the delivery of key catalysts in line with MI6 guidance and major milestones in the advancement of the BGP towards development.

MI6 offers gold exposure via the 6.2Moz Bullabulling MRE, valuation uplift through discovery success, project advancement and de-risking as the BGP progresses towards production.

MI6 holds ~$250m cash, sufficient to fund to Final Investment Decision (FID) in early CY27, long-lead items and early site works.

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price is $50.89, up 2% today.

This ASX 200 mining share has fallen 3% over the past six months.

UBS renewed its buy rating on the stock with a $74 target.

This implies potential capital growth of 45% over the next year.

REA Group Ltd (ASX: REA)

The REA share price is $154.62, up 0.3% today.

Over the past six months, this ASX 200 communications share has traded steady.

Jefferies reiterated its buy call on REA shares with a $194 price target.

This suggests a potential 25% upside ahead.

The post 5 ASX 200 shares brokers tip to rocket 25% to 77% appeared first on The Motley Fool Australia.

More reading

• Should I buy WiseTech Global shares in October?
• Goodman Group vs Charter Hall: Which ASX REIT pays better income?
• Here are the top 10 ASX 200 shares today
• 7 ASX mining shares with 11% to 158% upside ahead: experts
• 6 ASX shares upgraded by experts amid a weak market 

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor Bronwyn Allen 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, Jefferies Financial Group, and WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. 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.

The performance of True North Copper Ltd (ASX: TNC) shares over the past year has been underwhelming to say the least, but the analyst team at Morgans is tipping that’s about to change.

They have just issued a new research note on the company, assigning a speculative buy rating and a very bullish share price target, which I’ll get to shortly.

So what’s getting them all excited?

Queensland projects progressing well

True North has two projects in development: Mt Oxide and Cloncurry, both in Queensland.

Just this week, the company announced further high-grade copper and gold exploration results at Cloncurry, building on the mineral resource announced in September of 152,000 tonnes of copper and 171,000 ounces of gold.

True North is expecting to complete a prefeasibility study on the Cloncurry project later this year.

The company said the recent drilling results showed the potential for further near-mine extension opportunities.

The company added:

Further drilling in late 2026 and into 2027 will target near mine exploration and resource extension opportunities, with the potential to grow the resource and further optimise value across the broader Cloncurry Copper Project.   

Broker likes what it sees

Morgans said True North was well-positioned, with the region likely poised for a wave of consolidation.

Long fragmented between underutilised mills and mill-constrained juniors, Cloncurry is now seeing long-anticipated consolidation gain momentum. Evolution Mining has agreed to acquire Carnaby Resources ($213m, scheme), citing latent mill capacity at Ernest Henry. Austral Resources Australia has beaten Larvotto Resources to a binding scheme for Hammer Metals ($80.7m), and AIC Mines has agreed to acquire Materra Metals (Mt Cuthbert) for $120m (~$488/t contained Cu). We see this as supportive for TNC. It validates the strategic value of Cloncurry copper gold inventory, provides fresh regional transaction benchmarks and highlights the scarcity of what TNC already holds: resources on granted mining leases alongside permitted processing infrastructure.

Morgans said the company had plenty of options for how to develop its projects, given the available infrastructure in the region.

The broker has a price target of $1.31 on True North shares, compared to the current price of 33.5 cents.

If achieved, this would constitute a 291% increase in value.

Morgans said further:

We view TNC as a compelling emerging copper opportunity, anchored by its flagship Mt Oxide project, with the Cloncurry Copper Project (CCP) providing a complementary near-term development pathway on granted leases with existing infrastructure. Further Mt Oxide drilling and the CCP prefeasibility study in late 2026 are among multiple catalysts over the next 12 months that could build scale, de-risk the portfolio and narrow TNC’s valuation discount to peers.

True North Copper is valued at $62.9 million.

The post Morgans tips 290% upside for this up-and-coming ASX copper company appeared first on The Motley Fool Australia.

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• In a tough retail environment, what’s the outlook for Wesfarmers shares?
• Why I’d buy CBA and Coles shares in October
• Lendlease Group extends MSG North sale deadline, outlines possible funding requirement
• Macquarie Group vs AMP: Which ASX financial stock is best?

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.