ASX consumer discretionary stock Jumbo Interactive Ltd (ASX: JIN) soared 10% yesterday. 

Jumbo Interactive operates Oz Lotteries, a reseller of digital lottery tickets (e.g., Powerball, Oz Lotto) in Australia, and provides lottery software platforms and lottery management expertise to government and charity lotteries, primarily in Australia, the UK, and Canada.

Investors were jumping on board after the company released an updated FY26 outlook.

The 10% rise was a welcome change for investors as the lottery company has seen its share price fall almost 40% year to date.

What did the company report?

Yesterday, the consumer discretionary company provided an update to its FY26 Outlook ahead of the scheduled release of its FY26 results on 27 August 2026.

• Dream UK: EBITDA for the 8.5-month period has been revised down to £7.0-7.3m (previously £8.0-8.3m).
• Dream US: EBITDA for the 8-month period has been upgraded to US$5.2-5.5m (prev. US$2.7m-3.0m).

Dream UK and Dream US are lottery businesses that Jumbo Interactive has acquired. 

What is Bell Potter’s view?

Following the announcement, Bell Potter provided updated guidance on the consumer discretionary stock. 

Commenting on the release, Bell Potter said the downgrade of Dream UK reflects increased business investment during the founder transition period, new market-testing initiatives, and seasonality. 

Despite this, the business remains on a strong trajectory with expected annualised year-on-year growth of between 20% and 25%.

Meanwhile, commenting on the Dream US update, the broker said this strong performance was driven by an increased number of draws (29 draws in FY26e vs 16 previously) and favourable draw timing. 

JIN will migrate Dream US onto the Jumbo Lottery Platform (JLP) and a new app in 1Q27. We are pleased that JIN is already seeing revenue synergies in this business and are incrementally more confident of further synergies following JLP integration.

Minimal upside for ASX consumer discretionary stock

Despite the 10% jump in share price yesterday, Bell Potter appears to see this as a one off spike rather than a sign of further growth. 

The broker has retained its hold recommendation on the ASX consumer discretionary stock. 

It has slightly raised its price target to $7.20 (previously $7.10). 

From yesterday’s closing price of $7.18, this indicates little to no upside in the next 12 months. 

Although we are encouraged with the improvement in Dream US and Stride, we continue to see risks to market share as TLC’s offering improves and as new players play lotteries. We await evidence of positive market share data during periods of strong Powerball jackpots before we turn more positive on the stock.

The post Is this ASX consumer discretionary stock a buy after jumping 10% yesterday? appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Friday
• Top broker tips 37% upside for this exciting ASX healthcare stock
• Broker tips 20% and 23% upside for these 2 ASX stocks
• Amplitude Energy shares could be set to soar 90%: Expert
• What is Bell Potter saying about A2 Milk shares after its results?

Motley Fool contributor Aaron Bell 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 Jumbo Interactive. The Motley Fool Australia has recommended Jumbo Interactive. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

As we pass the halfway mark of the calendar year, exploring the top-performing ASX ETFs can be a great way to assess which sectors and markets are performing well in 2026. 

Global conflict, inflation and high interest rates have dominated headlines this year. 

These have weighed on markets here in Australia. 

As a result, the S&P/ASX 200 Index (ASX: XJO) has risen just 0.4% year to date. 

However, there have been several ASX ETFs that have shaken headwinds and raced ahead of Australia’s benchmark index. 

Here are three in particular that have performed well this year. 

Global X Semiconductor ETF (ASX: SEMI)

An emerging theme this year has been the surge in semiconductor-related companies. 

A semiconductor is a material like silicon that can be precisely controlled to conduct or block electricity. This lets engineers build the tiny transistor switches that make up computer chips. 

It’s critical to the AI buildout because every bit of AI training and inference runs on these chips.

This ASX ETF has harnessed this momentum and enjoyed a rise of 66% year to date. 

The fund from Global X seeks to invest in companies that stand to potentially benefit from the broader adoption of tech-enabled devices that require semiconductors. 

Investors have been using a “picks and shovels” approach to AI, which has benefited this fund. 

During a gold rush, the safer bet isn’t panning for gold yourself, it’s selling the pickaxes to everyone who is. 

Investors are applying the same logic to AI. They are essentially moving money into companies that supply the AI buildout rather than betting on which AI application or model wins.

Global X Cybersecurity ETF (ASX: BUGG)

Another strong-performing fund this year has been this cybersecurity-focused ETF.

It seeks to invest in companies that stand to benefit from the increased adoption of cybersecurity technology, particularly those whose principal business is in the development and management of security protocols preventing intrusion and attacks on systems, networks, applications, computers, and mobile devices.

Increasing reliance on digital ecosystems has left individuals, businesses, and governments vulnerable to the exponential rise of cyber threats, and this has led to increased investment in the sector. 

This growth has led to a 21% rise for this fund year to date. 

Betashares Global Momentum ETF (ASX: GTUM)

This ASX ETF is one of the newest funds on the ASX – listing in February this year. 

In just a short span, it has made a big impact, rising 18% in that period. 

GTUM aims to track the performance of an index (before fees and expenses) comprising a portfolio of global developed markets companies (excluding Australia) with above average momentum scores, as measured by risk-adjusted returns.

The Index ranks stocks within the eligible universe based on 6 and 12-month risk adjusted returns to target more sustainable positive momentum over sharp, highly volatile run-ups. 

Stocks displaying consistently strong positive momentum over recent history are rewarded with higher weights in the index.

The post 3 of the best ASX ETFs to own right now appeared first on The Motley Fool Australia.

More reading

• Own FANG, WIRE or SEMI ETF? Global X just revealed your next dividend
• 3 high-quality ASX ETFs at 52-week highs I’d still buy

Motley Fool contributor Aaron Bell 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.

CSL Ltd (ASX: CSL) shares closed around 1% higher on Thursday afternoon, at $125.53 a piece.

The increase continues the biotech company’s strong rally over the past month or so. 

The shares have now climbed around 26% over the past month, and have now rebounded 36% from a 10-year low in early June.

It’s good news for investors, but there is still some way to go before the stock recoups the huge losses it shed this year.

Even after the rebound, CSL shares are still down 27% for the year-to-date, and are 48% lower than 12 months ago.

Why are CSL shares finally rebounding?

It looks like investors have finally recognised that the ASX healthcare share reached a price point well below fair value.

After such a huge share price drop in early 2026, it looks like even nervous investors now consider that the bad news and earnings outlook downgrade is priced in. 

Momentum has picked up pace recently as bargain-hunting investors take advantage of opportunities in oversold stocks.

But can it keep going?

Can they keep climbing higher?

I think the latest increase shows that investors are now looking forward to whether management can improve operations, and if so, what CSL’s FY27 and FY28 earnings might look like.

I think there is a lot of potential too. After all, CSL is operating in a high-growth market, and its blood plasma division dominates the market for rare blood disorders and immunoglobulin products. 

Global demand for plasma therapies is strong and growing, too. There is recurring demand and limited competition, which makes CSL well-placed to carve out a significant portion of the market.

I think that once CSL is able to turn around its financials, investor confidence will follow.

Here’s what the experts tip for CSL shares

Market sentiment for CSL shares looks to have shifted slightly, and analysts are now divided about how much further they can climb.

Although they do agree there will be some element of upside ahead.

Market Index data shows most brokers (seven out of nine) have a hold rating on CSL shares. However, the $131.48 target price implies a potential 4% upside, at the time of writing.

TradingView data also shows that, of 18 analysts, 10 have a hold rating and another eight have a buy or strong buy rating on the stock. 

The average $140.15 target price implies a potential 11% upside at the time of writing. However, some analysts tip the ASX healthcare shares to fall around 17% to $104.55, while others forecast CSL shares to jump around 58% higher to $199.68, at the time of writing.

Morgans is one optimistic broker. It has a buy rating with a price target of $147.59.

The team at Macquarie is more cautious. The broker has a lower price target of $114 and a neutral stance. It cites uncertainty across CSL’s core plasma and albumin businesses, as well as ongoing competitive pressures.

The post Up 36%: Can CSL shares keep rebounding? appeared first on The Motley Fool Australia.

More reading

• 3 ASX blue-chip shares that could be strong long-term value plays
• Which ASX 200 sectors paid the highest dividend yields in FY26?
• Is CSL a fallen ASX giant to buy in July?
• The only 3 ASX blue-chip shares I’d buy and hold until 2036
• July is historically one of the best months for ASX shares. Can July FY27 deliver?

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 CSL and Macquarie Group. The Motley Fool Australia has recommended CSL and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.