Megaport Ltd (ASX: MP1) and WiseTech Global Ltd (ASX: WTC) sit behind parts of the global economy that are becoming increasingly complex.

Both companies have substantial room to grow if they can keep turning that complexity into demand for their technology.

But are their shares top buys today?

Megaport shares

Megaport helps businesses connect their data, cloud services, and digital infrastructure through a software-controlled global network.

That role could become increasingly valuable as companies spread their technology across multiple cloud providers, data centres, countries, and computing environments.

Setting up traditional network connections can be slow and inflexible. Megaport allows customers to establish and adjust connections through its platform, giving them greater control over where data moves and how quickly capacity can change.

The company had more than 4,000 customers and was enabled in over 1,100 data centres at the end of the first half of FY26. Annual recurring revenue had also grown to more than $338 million.

I think that existing network creates a strong platform for further expansion. Every new location, cloud partner, and customer can give other businesses another reason to use Megaport.

Artificial intelligence (AI) could open another stage of growth. AI workloads may need to move between data centres, cloud platforms, storage systems, and specialised computing capacity. Megaport is expanding beyond connectivity into areas such as compute and storage, which could allow it to capture more spending from customers building modern digital infrastructure.

That expansion will require careful execution. The company is reinvesting for growth and integrating acquisitions, so investors will need to watch costs, margins, and whether new products gain traction.

Even with those uncertainties, I think Megaport has a bright future. Its global reach and recurring revenue make the shares a buy for me.

WiseTech shares

WiseTech provides software that helps logistics companies manage the movement of goods around the world.

CargoWise brings customs, freight forwarding, warehousing, transport, compliance, and other logistics processes into a single platform. It is used by 46 of the world’s 50 largest third-party logistics providers and 23 of the 25 largest global freight forwarders.

That level of adoption tells me the software has become much more than a convenient tool for many customers. It can sit at the centre of daily operations across countries, teams, and supply chains.

Replacing a system with that reach could be expensive and disruptive, which can support long customer relationships and recurring revenue.

The e2open acquisition could widen the opportunity considerably. It brings technology and connections covering a broader part of the supply chain, giving WiseTech the chance to link logistics execution with manufacturers, suppliers, distributors, and other participants in global trade.

Artificial intelligence could also improve the investment case. Logistics still involves a huge amount of paperwork, manual data entry, compliance work, and decision-making. Automating more of those tasks could help customers reduce costs while increasing the value they receive from WiseTech’s platforms.

Integration, leadership, and governance still need close attention. In addition, the company is attempting an ambitious transformation, and I would keep my position measured while management proves it can deliver.

However, I think the long-term potential remains substantial. WiseTech has built a deep position in global logistics software, and the shares are a buy for me.

Foolish takeaway

I think Megaport and WiseTech are both top buys for investors willing to accept the volatility that can come with ambitious technology companies.

The strongest part of each investment case is the chance to become more deeply embedded as customers deal with growing digital and operational complexity.

That should give both companies several ways to increase revenue over the next decade, provided management continues executing well.

I would buy the shares with a long holding period and give their growth strategies enough time to develop.

The post Are Megaport and WiseTech shares top buys? appeared first on The Motley Fool Australia.

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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 Megaport and 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 Commonwealth Bank of Australia (ASX: CBA) share price has been a solid performer for shareholders over the long term and short term, as the chart below shows.

CBA is a highly-followed business in Australia as it’s the largest bank and one of the largest companies in Australia. It plays an important part in the S&P/ASX 200 Index (ASX: XJO) too.

Let’s take a look at how CBA has performed in the past six months. Of course, past performance is not a reliable indicator of future performance.

Good CBA share price performance

In the last six months, the Commonwealth Bank of Australia share price has risen by 14%. In the same time period, the ASX 200 dropped 0.3%, so CBA has outperformed significantly.

Of course, a return is decided by the ending price and the starting point. It started the six-month period at around $150, which was a relative low point of the past 12 months. While it’s up 14% in the last six months, it’s actually slightly down in the past year.

That means a $10,000 investment from six months ago is now worth $11,

What drove the ASX bank share?

In the short term, the CBA share price is affected by daily news events, such as developments in the Middle East. Changes in interest rates can also affect the share price, depending on investors’ views of its potential profitability.

But, in the longer-term it’s the ASX bank share’s profitability that will drive performance. The latest update from the bank was for the three months to 31 March 2026.

In that update, CBA reported cash net profit of around $2.7 billion, up 4% year over year. It also represented 1% growth compared to the quarterly average from the first half of FY26. For the period, CBA said operating income was flat, with benefits from lending and deposit volume growth.

Year over year, CBA’s business lending grew 12.5%, household deposits grew 9.1% and home lending increased 7.1%.

Excluding restructuring and notable items, the operating expenses grew by 1%, primarily due to higher cloud computing volumes, software licensing and investment in AI capabilities.

One of the key negatives for the business was the loan impairment expense of $316 million, with higher collective provisions, reflecting heightened geopolitical and macroeconomic uncertainty.  But it said the underlying portfolio credit remained solid.

Is the CBA share price a buy today?

Analysts certainly don’t seem to think this is a good time to invest. According to CMC Invest, there have been seven ratings on the business in the last three months, with all of those being a sell.

Sadly, the average price target is $120.51, suggesting a possible decline of around 30% from where it is today.

There could be plenty of better opportunities out there.

The post $10,000 invested in CBA shares 6 months ago is now worth… 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.

Siteminder Ltd (ASX: SDR) shares have gone through a tough run, falling more than 50% since October 2025, as the chart below shows. I think the ASX share is now heavily undervalued for its long-term future and is one of Australia’s top shares.  

Siteminder provides software to help hotels around the world run their operations, analyse demand and room rates, and advertise their rooms.

It’s understandable investors are uncertain about what could happen next with the possibility of AI competition. At this price, I think the business’ ongoing rapid growth will help spur strong shareholder returns.

Strong revenue growth

One of the biggest drivers in deciding the returns of a business is how much revenue growth they can produce.

Revenue growth is the start of a financial flowchart that ends with the net profit.

In the FY26 half-year result, Siteminder reported total revenue growth of 25.5% to $131.1 million.

Subscription revenue grew 17.7% to $78.1 million thanks to property growth and average revenue per user (ARPU) expansion. It added 2,900 properties during the FY26 first-half, taking its total properties to 53,000 – it continues to target larger hotel properties.

On the transaction revenue growth side of things – which includes its new initiative smart platform contributions – the company saw revenue reach $53 million, up 39.1%.

It’s good to see there are various elements helping the business grow, which I think is a key sign for it being one of Australia’s top shares.

Big ambitions

One of the main factors that ultimately decides how big the returns can be is how large the company can become compared to what it is today. How much can the company grow its revenue? What is its total addressable market? What growth rate can it maintain?

Siteminder thinks it could grow its ARPU by five times if its existing customer base fully adopts its smart platform. The ASX share believes that AI can increase “pricing dynamism and distribution complexity”. Siteminder thinks it can capture a greater share of the market over time.

As its smart platform scales, management believe it positions Siteminder to accelerate towards its annual 30% revenue growth in the medium-term. I think any business growing revenue at that speed is worthwhile considering.

Rising profit margins

One of the most appealing things about a software business is how much operating leverage they have. In other words, they can deliver rising profit margins as they grow larger, allowing their net profit to soar. That’s a great sign of it being one of Australia’s top shares.

Time will tell how high the company’s profit margins can go, but the signs looked positive in the FY26 first half. The adjusted group gross profit margin improved 98 basis points to 67.8%, while the adjusted operating profit (EBITDA) more than doubled to $12.3 million and the adjusted net loss more than halved to $3.9 million.

Pleasingly, the adjusted free cash flow was positive, reaching $2.7 million compared to a $0.6 million loss in the first half of FY25.

In the coming years, I expect Siteminder’s net profit and cash flow to soar, which should hopefully justify a higher Siteminder share price.

The post A rare buying opportunity in 1 of Australia’s top shares? appeared first on The Motley Fool Australia.

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