WiseTech Global Ltd (ASX: WTC) shares have jumped higher on Tuesday.

At the time of writing, ASX tech shares are up around 5% and trading at $33.31 apiece.

The increase is a welcome reprieve for investors after the stock fell 23% over the past month, off the back of its FY26 results. The company posted earnings that were in line with analyst expectations, but its EBITDA figures came in short of market forecasts. Investors weren’t thrilled.

Despite today’s increase, WiseTech shares are still down around 51% for the year-to-date. They’re also 66% lower than just 12 months ago.

For context, the S&P/ASX 200 Index (ASX: XJO) is up slightly, around 0.2% for the year-to-date, but around 1% lower than 12 months ago.

It’s not all bad news for WiseTech shares. Here are three reasons to add the tech stock to your portfolio this year, and three reasons to sell up.

3 reasons to buy WiseTech shares

1. WiseTech has a strong competitive edge

WiseTech’s CargoWise platform is deeply embedded in the global logistics industry. The platform is difficult to replace, and this gives the company both security and a strong competitive advantage amongst its peers. If global trade volumes keep expanding and supply chains become more digital, WiseTech could become a dominant software provider in the logistics industry.

2. The business is performing well

WiseTech reported that it has raised its annual earnings and flagged growth for FY27 in line with analysts’ expectations. Last month, the company reported a significant 46% increase in EBITDA to US$558.4 million for the 12 months through to the 30th of June. The result was in line with the company’s $550 million to $585 million guidance figures. It may have come short of market expectations but this level of EBITDA increase inside a 12-month period shows that the business is performing well.

3. Brokers tip a strong upside ahead

According to Market Index data, all brokers have a strong buy rating on WiseTech shares. The $58.88 average target price implies a potential upside of around 77%, at the time of writing.

3 reasons to sell WiseTech shares

1. AI anxiety

WiseTech shares have been caught up in a tech-sector-wide sell-off over the past 18 months as investors increasingly sold their tech shares amid growing fears that companies’ core services could be replaced by AI. The AI anxiety has been driven further by news of WiseTech’s AI-driven restructure and job cut plan. 

2. Governance concerns and regulatory issues

It’s no secret that the company’s shares have also come under pressure this year following a series of updates and media reports around governance concerns and regulatory issues. These included investigations into founder Richard White by the Australian Federal Police and recent news that the Australian Competition and Consumer Commission (ACCC) executed a search warrant on the company. ASIC and the AFP also searched WiseTech Global’s headquarters in late October 2025.

3. WiseTech’s dividend yield is low

If passive income is your goal, WiseTech isn’t the stock for you. The company is still in the transitional growth phase, and while it does pay its shareholders two full-franked dividends per year, they come with a very low dividend yield. For FY26, the company paid shareholders 22 cents per share, which equates to a dividend yield of around 0.7% at the time of writing, which is well below the market average.

The post WiseTech shares: 3 reasons to buy and 3 reasons to sell 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 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.

Boss Energy Ltd (ASX: BOE) could be producing uranium from three deposits by early in the 2030s Macquarie says, and remains very leveraged to rising uranium prices.

ASX uranium producer looking cheap

Macquarie has released a new research note looking at Boss Energy, which forecasts some healthy share price upside for the company.

The broker said the company had recently provided more clarity around unlocking two satellite deposits – Jason’s and Gould’s Dam – with one to be connected to the processing facility via a trunkline and the other to truck loaded resin in.

Macquarie said the indication was that Jason’s could be in production by early CY30 while Gould’s Dam was looking like early CY31.  

Boss Energy released a new feasibility study for the central Honeymoon uranium mine in August, which envisaged production until at least 2034 based around a new in-situ well design.

The company is expecting to produce about 13.8 million pounds of uranium over a nine year period.

Boss Energy said regarding the new study:

New feasibility study is underpinned by an updated mineral resource estimate incorporating substantially increased drilling density, revised geological interpretations, estimation methodology, incorporated operating permeability data, and experience gained since production recommenced. This enables a materially enhanced understanding of the mineralisation grade and distribution, geology and permeability.  

The study also identified opportunities to further optimise wellfield spacing, “which could reduce infrastructure requirements and improve capital efficiency, recovery and unit costs”.

Share price target increased

Macquarie increased its 12-month price target on Boss Energy shares by 11% to $2 per share following the inclusion of the Jason’s and Gould’s Dam projects.

The broker said that only a small fraction of Honeymoon’s production was contracted, giving the company good leverage to rising uranium prices.

They said:

Boss Energy intends to remain materially under-contracted, noting 73% of inventory and forecast Honeymoon new feasibility study production is currently uncommitted. Additionally, existing inventory largely covers the contract book, largely eliminating its exposure to “deliver or pay” risk (e.g. that others in the sector have suffered from). BOE explained it intends to continue selling production on a slightly forward basis (providing flexibility over timing and preserving leverage to rising prices)

On the valuation of the company Macquarie said:

BOE can develop 3 mineralised systems into Honeymoon, expand scale & lower unit costs (by) early 2030s – despite lower grade & more challenging resource than promised by past management. At current uranium prices this is attractive and not yet priced in.

Macquarie’s $2 price target compares to $1.72 currently.

Boss Energy is valued at $668.4 million.

The post Macquarie says this ASX uranium producer has more than 15% upside appeared first on The Motley Fool Australia.

More reading

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• These 2 ASX energy shares have 18-31% upside according to Bell Potter

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 positions in and has recommended Macquarie Group. 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.

Index funds are becoming increasingly popular on the ASX. According to fund provider BetaShares, August saw a record $7 billion flow into ASX index funds and exchange-traded funds (ETFs) in Australia, pipping what was a previous record of $6.83 billion in July. Are you one of those investors who put additional cash into an ASX ETF or index fund last month? If you weren’t, let’s talk about why you might want to change that in September.

The ASX is full of ETFs and index funds. More seem to pop up every month, with more than 500 different ETF products now available on the ASX.

Before we get too much further, let’s make an important distinction. One can buy an ETF for almost every investing goal one can think of. Want to invest in oil futures? There’s an ETF for that. Just as there is for buying Korean shares, Japanese stocks, global mining companies, global healthcare companies, banks, defence companies… You name it. ASX investors have never been more spoiled for choice when it comes to ETFs.

Index funds and ETFs on the ASX

What I am talking about today are simple, plain-Jane index funds. These are ETFs that invest in a straightforward, market-wide index that covers every meaningful company in a particular market.

The most obvious examples are, of course, ASX index funds. There are a plethora of such funds available right now for the Australian share market. Most track the S&P/ASX 200 Index (ASX: XJO), which is an index that covers the largest 200 public Australian companies, weighted by market capitalisation (size). A few outsiders opt for the larger S&P/ASX 300 Index (ASX: XKO) instead.

To put it simply, when you buy an index fund that tracks the ASX 200 or the ASX 300, you are buying a small piece of each of those 200 or 300 companies. That market-cap weighting means that the larger companies get a larger allocation in the ETF than the smaller ones. To illustrate, an ASX 200 ETF will (right now anyway) usually allocate about 11.6% of its portfolio to BHP Group Ltd (ASX: BHP), but less than 0.5% to smaller stocks like JB Hi-Fi Ltd (ASX: JBH).

These allocations are readjusted every few months to reflect the companies’ share prices (thus valuations). This means that, over time, the index fund adds to the shares that perform well, and sells down the stocks that fare poorly. This is all done passively, without any input required from the fund’s investors or managers.

In this way, an index fund is guaranteed to match the performance of its ‘market’. After fees, of course. Most investors in Australia who choose to buy and invest in individual ASX shares do so to try and beat the market, that is, get a better return than an ASX index fund. Some succeed, but not many. As we discussed last week, statistics show that the vast majority of investors, even those whose job it is to invest, don’t beat the market over long periods. Those who do are exceptionally skilled, or (more often) are just plain lucky.

Heads you win, tails you don’t lose

That’s why I think almost every ASX investor should be allocating at least some portion of their overall portfolio to index funds. If you enjoy stock picking, and think you have what it takes to beat the market, perhaps an allocation of 30%, 40% or even 50% to index funds is still prudent. That way, up to half of your portfolio will always match the market’s return. If your stock picking is successful, you still get to beat the market overall. If it falls short, your index funds can help ease the burden of that underperformance.

Of course, this won’t suit everyone, and you should always consider your own circumstances and goals before implementing an investing strategy. But at the end of the day, I think most Australians who invest in the share market will be financially better off if they allocate at least some portion of their portfolios to simple, cheap index funds.

The post Every ASX investor should own an index fund. Here’s why appeared first on The Motley Fool Australia.

More reading

• WiseTech shares: 3 reasons to buy and 3 reasons to sell
• Macquarie says this ASX uranium producer has more than 15% upside
• 3 ASX shares down 40% to 80% I’d buy on the cheap
• 2 ASX ETFs to buy: expert
• How much passive income can I earn off an $800,000 superannuation balance?

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