Owning National Australia Bank Ltd (ASX: NAB) shares could be a rewarding investment for the year ahead (and beyond).

Investors may normally expect a good dividend from ASX bank shares, but there’s more to the total shareholder return (TSR) than just dividends. Capital gains can be useful or even provide the majority of the return over a particular time period.

A year is a relatively short-term timeframe for investing, but that’s usually the time frame analysts consider when they give their expectations for the share price – it’s called a share price target.

Let’s look at the forecast for both the NAB share price and dividend.

Analyst projections for NAB shares

According to CMC Invest, there have been 10 ratings on the ASX bank share within the last 12 months. Of those, two were buys, four were holds, and four were sells.

Of those 10 analysts, the average price target is $36.90. At the time of writing, that implies a possible decline of around 7% over the next 12 months.

If someone had invested $10,000, the forecast decline could mean those NAB shares are only worth $9,300 in 12 months.

But don’t forget there’s also the forecast dividend. According to CommSec, the business could pay an annual dividend per share of $1.70 in FY26. While the dividend is projected to increase to $1.72 per share in FY27, I’ll be conservative and stick with the lower $1.70 dividend per share estimate.

At the time of writing, that projection translates into a forecast dividend yield of 4.3%. The TSR figure doesn’t usually include franking credits, so I won’t include it for my calculations.

The projected payout could translate into a cash payout of close to $430. That would take the overall $10,000 investment to approximately $9,700. In other words, investors could see a net loss of 3%, or approximately $300, over the next 12 months.

Is this a good time to invest in the ASX bank share?

This is seemingly not a good time to invest. Analysts are suggesting the NAB share price is overvalued, and investors may see negative returns if the bank’s valuation goes backwards.

Of course, a 12-month period isn’t the right time frame to judge a business. Over a longer time period, the NAB share price could rise, and the TSR could be much more positive, with dividend payments adding additional returns each financial year.

With all of the above in mind, I think there are better ASX share opportunities out there with a $10,000 investment.

The post By July 2027, NAB shares could turn $10,000 into… appeared first on The Motley Fool Australia.

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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.

WiseTech Global Ltd (ASX: WTC) shares have underperformed materially over the last 12 months.

While this is disappointing for shareholders, it could have created a compelling buying opportunity for others.

That’s the view of analysts at Bell Potter, who believe the ASX tech stock could have huge upside potential.

What is the broker saying?

Bell Potter notes that there has been a bit of a rally in the tech sector recently. However, WiseTech shares have missed out due to a number of reasons. It said:

There has been a tech rally of sorts on the ASX over the past couple of months and this has been led by some of the large cap names including Pro Medicus, Block and Life360. One large cap which has not rallied, however, is WiseTech and this is likely due to a number of factors including further negative press reports around founder and Chief Innovation Officer Richard White, concern around the potential future loss of key customer DSV and risk around both the FY26 result and FY27 guidance and whether each meets market expectations. 

The good news is that Bell Potter believes that a change could be coming for its shares. This is especially the case given its belief that WiseTech will deliver on its guidance for FY 2026 and provide guidance that meets expectations. It adds:

In our view, however, these negatives will start to dissipate over the coming months and indeed have already commenced with the appointment earlier this month of Raelene Murphy to Chair which we regard as a positive move. We also believe the company will achieve its FY26 guidance when it reports next month – albeit with some risk around revenue but this should be made up by the margin – and the FY27 guidance will meet expectations following downgrades by the sell-side (ourselves included) over the past few months. 

This potential reduction in negatives could lead to a rally in the share price and this may have already started with the appointment of the new Chair. Some positive outlook statements at the result next month could provide further impetus and, as examples, may include expectations of large freight forwarders shifting to the new pricing model in FY27 and DSV shifting more DB Schenker volumes onto CargoWise.

WiseTech shares tipped to double

According to the note, the broker has retained its buy rating and $71.75 price target on the company’s shares.

Based on its current share price of $34.95, this implies potential upside of 105% over the next 12 months.

Commenting on its buy thesis, Bell Potter said:

There is also no change in our target price of $71.75 and we maintain the BUY. We believe the stock looks value on an FY27 EV/EBITDA multiple of c.15x and is trading at an excessively large discount to the Technology One multiple of c.27x. We note WiseTech has higher forecast earnings growth than Technology One over the next few years given the expected margin recovery post the e2open acquisition.

The post Why WiseTech shares could rocket 100% appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in WiseTech Global. 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.

The ASX share Nexgen Energy (Canada) CDI (ASX: NXG) may well be one of the best ways to benefit from the strong growth of AI. It’s the owner of a large uranium deposit in Canada, which could be a great profit generator.

It’s one of the picks inside the L1 Long Short Fund Ltd (ASX: LSF) portfolio, which is a listed investment company (LIC) that targets ASX shares and international shares. The LIC likes to invest in ASX mining shares – it’s very willing to do so when they seem attractively priced.

Attractive project

L1 recently noted that NexGen is preparing to develop the world’s largest undeveloped uranium deposit called Arrow, which is located in Saskatchewan, Canada.

The fund manager said that Arrow will be a new major strategic Western source of uranium to address the “looming market deficit”.

L1 highlighted that the ASX energy share received final regulatory approvals in March 2026. The company is preparing to commence full-scale project construction, with an estimated four-year construction timeline.

How much money could this project generate?

The fund manager believes that once the project is completed, Arrow has the potential to generate around C$2.8 billion of operating profit (EBITDA) annually, assuming a uranium price of US$80 per pound, which is below the current uranium price. In the three months to June 2026, the uranium price increased by 1.5%.

L1 suggested that the ASX share is a “highly compelling proposition given NexGen’s current market cap” of approximately C$8.8 billion. That suggests it’s trading at around 3 times the future potential operating profit.

I think the project could generate stronger profits than expected because AI demand is growing, and therefore additional power generation is needed to plug the gap. Nuclear could be a key part of the equation globally, alongside renewable energy, as coal is slowly phased out around the world.

What do other experts think of the NexGen share price?

According to CMC Invest, there have been three analyst ratings on the business within the last three months, with all of those being a buy.

The average price target of those three ratings is $21.07, suggesting a possible rise of around 60% from where it is today. The ASX share looks much better value after falling more than 20% since early June 2026.

The Arrow projection completion is still a while away, but the company could be a compelling buy at the current level. But there are other ASX shares that could also be compelling investments today.

The post Is this ASX share the best way to play the AI demand growth? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in L1 Long Short Fund. 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.