Xero Ltd (ASX: XRO) and Zip Co Ltd (ASX: ZIP) are two of the largest fintech shares listed on the ASX. 

Xero stands out of its cloud accounting and financial software, sticky subscriber based and huge growth opportunities. 

Meanwhile, buy now, pay later (BNPL) provider, Zip, stands out for its financially sound business model and aggressive expansion plans.

The other thing the two ASX 200 tech shares have in common is that they’ve both been smashed by an ongoing sector-wide sell-off, which sent their share prices crashing earlier this year.

But over the past month, the tide has turned for one of these tech powerhouses, and investors are reaping the rewards.

Let’s take a look.

Which ASX tech stock has made investors richer over the past month? 

Technology and growth shares have also come under renewed pressure recently as investors reassess valuations and risk appetite.

Both Xero and Zip shares suffered a share price crash late last year which continued through to early-2026.

While both stocks are still significantly lower than trading levels one year ago, when looking at the past month alone, Xero shares have far outperformed Zip shares.

Xero shares fell to around a seven-year low of $61.58 in late July, but have rebounded strongly since. At the time of writing, the shares have recovered around 32% from that point and are changing hands for $81.17 a piece. They’re also up 19% over the past month. 

Zip shares have had a much more volatile run. The shares dipped to an annual low of $1.45 in late-March and have rebounded around 79% ever since. But over the past month the shares have started falling again and are now down around 10%.

What do brokers tip next for Xero shares?

It looks like Xero shares are expected to continue their latest growth rally.

TradingView data shows that the majority (13 out of 15) have a buy/strong buy rating on Xero shares over the next 12 months.

The average $128.56 target price implies a potential 58% upside ahead, at the time of writing. But some think the shares have the potential to jump as much as 197% to $241.36 by this time next year.

What do brokers tip next for Zip shares?

While Zip shares have lagged behind Xero over the past month, the good news is that analysts forecasts are pretty similar.

TradingView data shows that the experts are also very bullish on the outlook for Zip shares. The majority (12 out of 13) have a buy/strong buy rating on the shares. 

The average $4.19 target price implies a potential 61% upside over the next 12 months. Although some think that Zip shares could increase another 115% to $5.59, at the time of writing.

The post Xero vs Zip shares: Which ASX 200 tech stock has made investors richer over the past month? 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 Xero. The Motley Fool Australia has positions in and has recommended Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Pro Medicus Ltd (ASX: PME) shares have surged more than 10% on solid profit results, with the company saying its pipeline of inbound work is “very strong” going forward.

And at least one broker has a bullish share price target on the company, with Barrenjoey expecting the shares to appreciate to $210, up from $197.45 currently, up 12.3% on the day.

Pro Medicus profit increase in the double digits

The digital imaging software company reported full-year revenue of $261.7 million, up 22.9%, while underlying net profit was $144.7 million, up 24.1%.

Pro Medicus remains debt free with cash on hand of $252.3 million, and will pay a fully-franked final dividend of 37 cents per share, up from 30 cents.

On the operational front, the company said it had signed 10 new contracts worth a minimum of $407 million, and renewed six out of six existing contracts worth $141 million on five-year terms.

Pro Medicus Chief Executive Officer Dr Sam Hupert said the result was in line with expectations.

He added:

We were aiming for 30% increases in EBIT and NPAT, and we exceeded both on a constant currency basis. We continue to be able to address a broad range of market segments, with clients ranging from smaller sub specialised health systems through to some of the largest IDNs and academic medical centres in the US. Importantly, we have proven that with one platform and one business model we can address virtually every opportunity in diagnostic imaging, providing us with the largest total addressable market (TAM). Progress made in the cardiology market represents another important string to our bow. We see this trend continuing.

Pro Medicus to get an AI tailwind

Dr Hupert also said the company was becoming more convinced that AI would be a benefit.

He added:

I have always maintained that AI and healthcare are a strong match, particularly in diagnostic imaging, and we are starting to see examples of this emerging. We are ideally positioned to benefit from this transition as we are the radiologist’s desktop and therefore the gateway for the output of image-based AI. Our platform is now used by approximately 11% of the US market, including 11 out of the top 20 healthcare institutions in the US and growing. This gives us a very material base upon which we can layer AI, whether it is via our own algorithms, those we co-develop with our research partners or 3rd party algorithms.

During the year, the company invested $10 million in each of 4DMedical Ltd (ASX: 4DX) and Echo IQ Ltd (ASX: EIQ), which Dr Hupert said were strategic investments which had also done well from a return on capital perspective.

Pro Medicus is valued at $18.4 billion.

The post Why are Pro Medicus shares surging more than 10%? appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has positions in Pro Medicus. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It’s a big day for two of the smaller S&P/ASX 200 Index (ASX: XJO) bank stocks today.

As well as for their shareholders.

Following the release of their full year FY 2026 earnings results, one of the bank stocks is racing ahead of the 0.3% gains posted by the ASX 200 in late morning trade on Tuesday, while the other is falling hard.

Here’s what’s grabbing investor attention.

Bendigo and Adelaide Bank Ltd (ASX: BEN)

Turning to the falling ASX 200 bank stock first, Bendigo Bank shares are down a sharp 8.2% at the time of writing, trading for $10.24 apiece.

Highlights from the company’s FY 2026 results included a 3% year-on-year increase in after-tax cash earnings to $530.2 million.

While the bank’s net interest margin (NIM) slipped from the 1.98% reported for the first half of the year to 1.95% for the full year, the company achieved a statutory net profit after tax (NPAT) of $375.1 million.

But investors look to be pressuring Bendigo Bank shares today amid ongoing regulatory issues.

As the Motley Fool’s James Mickleboro reported, “Bendigo and Adelaide Bank is facing new APRA-imposed licence conditions following a review of its non-financial risk management.”

Commenting on risk management issues, Bendigo Bank CEO Richard Fennell said:

Our current non-financial risk management capabilities are clearly not where they need to be, and our risk rectification plan will be designed to drive a fundamental shift in our management of non-financial risk.

Which brings us to…

ASX 200 bank stock Judo Capital Holdings Ltd (ASX: JDO)

Judo Bank also reported its FY 2026 results today, with investors responding very positively.

At the time of writing Judo shares are changing hands for $1.01 apiece, putting the ASX 200 bank stock up 9.9% for the day.

Highlights for the financial year just past included a 24% increase in deposits to $12.2 billion.

And Judo managed to increase its NIM by 0.20% from FY 2025 to 3.13%.

On the bottom line, Judo Bank achieved a 29% year-on-year increase in statutory NPAT to $111.1 million.

And the ASX 200 bank stock looks to be catching tailwinds after reaffirming its FY 2027 profit before tax guidance in the range of $210 million to $220 million. That represents an increase of 25% to 31% from FY 2026. Judo also forecast stable NIM for the financial year ahead.

“We have a proven customer value proposition, our balance sheet remains strong, and we remain on course to deliver a return on equity in the low-to-mid teens,” Judo Capital CEO Chris Bayliss said.

The post 2 ASX 200 bank stocks making BIG moves today on results appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor Bernd Struben 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 positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.