Investors buy ASX 200 stocks for their reliable track record and long-term potential. Sometimes they are perceived as having lower returns and lower volatility.

However, that isn’t always the case. 

Occasionally, after heavy sell-offs, these quality companies can present significant upside. 

Right now, two that fit that criteria are PEXA Group Ltd (ASX: PXA) and Netwealth Group Ltd (ASX: NWL). 

Both ASX 200 stocks have fallen significantly over the last 12 months and are now drawing very positive ratings from brokers. 

Experts are tipping these ASX 200 shares to rebound more than 100% in the next year. 

Here’s what brokers are saying. 

PEXA Group Ltd (ASX: PXA)

PEXA provides a digital conveyancing platform for real estate settlements in Australia. The company touts itself as offering world-first technology that facilitates near real-time tracking of settlements and faster clearance of funds.

The company derives its revenue by charging fees to conduct property transactions over its network. Its digital process is recognised in the industry as speeding settlements, reducing the risk of manual errors, and alleviating settlement delays.

Over the past 12 months, its share price has fallen almost 32%. 

It closed trading yesterday at approximately $8.73 per share. 

However a new note out of the team at Macquarie indicates now could be the time for savvy investors to buy in at a bargain price. 

The broker said property settlements in New South Wales rose 3.1% in June from the corresponding period a year earlier, rebounding after a soft May.

Macquarie lifted its price target on the company to $19.30 from $19.05. 

From yesterday’s closing price, this indicates an upside potential of 121%. 

Netwealth Group Ltd (ASX: NWL)

Netwealth Group is another ASX 200 stock investors should be monitoring. It is a financial services and technology company that provides a wide range of products and services to the Australian financial investment industry, including cloud-based investment administration software-as-a-service (SaaS), a retail superannuation fund, and an administration business.

In the last 12 months, this ASX 200 stock has fallen 34%. 

It closed trading yesterday at $22.89 per share. 

However, the team at Bell Potter is optimistic this will rise in the next 12 months. 

The broker has retained its buy rating and $30.00 price target on Netwealth’s shares. 

This indicates 31% upside potential for this ASX 200 stock. 

Bell Potter said this ASX 200 stock is well positioned ahead of its 16 July trading update, with the June quarter’s strong rebound in global equity markets expected to drive a material uplift in funds under administration through positive market movements. 

The broker said Netwealth offers the strongest and most direct leverage to rising markets among the platform providers it covers, reinforcing its positive view on the stock.

 

The post 2 ASX 200 stocks that could rise 31% and 121% appeared first on The Motley Fool Australia.

More reading

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• 10 of the best ASX shares to buy in FY 2027
• Three ASX 200 companies Macquarie says are a buy right now
• PEXA Group responds to IPART draft service fee review
• Why this ASX 200 share could deliver a 40% return

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 Macquarie Group, Netwealth Group, and PEXA Group. The Motley Fool Australia has positions in and has recommended Netwealth Group and PEXA 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.

On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a small decline. The benchmark index edged 0.15% lower to 8,831 points.

Will the market be able to bounce back from this on Tuesday? Here are five things to watch:

ASX 200 to edge lower

The Australian share market looks set for a subdued session on Tuesday despite a positive start to the week on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 8 points or 0.1% lower. In the United States, the Dow Jones rose 0.3%, the S&P 500 climbed 0.75%, and the Nasdaq stormed 1.1% higher.

Buy Genesis Minerals shares

Genesis Minerals Ltd (ASX: GMD) shares are good value according to Bell Potter. This morning, in response to a binding merger proposal with Vault Minerals Ltd (ASX: VAU), the broker has retained its buy rating on the gold miner’s shares with a trimmed price target of $9.75. It said: “The Proposed Scheme is not subject to due diligence or financing conditions and offers a materially better strategic and financial outcome than the status quo, in our view. We retain our Buy rating and lower our price target to A$9.75, on account of the recent Magnetic Resources Limited transaction completion (A$639m). The Proposed Scheme has not been incorporated pending resolution of the RRL matching right.”

Oil prices edge higher

ASX 200 energy shares including Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a positive session after oil prices pushed higher overnight. According to Bloomberg, the WTI crude oil price is up 0.05% to US$68.73 a barrel and the Brent crude oil price is up 0.05% to US$72.15 a barrel. This is despite OPEC announcing plans to boost its output.

Gold price charges higher

It could be a good session for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) after the gold price charged higher overnight. According to CNBC, the gold futures price is up 1.2% to US$4,175.7 an ounce. Easing interest rate hike expectations boosted the precious metal.

Qantas shares on watch

Qantas Airways Ltd (ASX: QAN) shares will be worth watching on Tuesday after UK airline easyJet received a US$7.3 billion takeover offer from U.S. private equity manager Castlelake. This represents a forward multiple of approximately 16.5x estimated 2027 earnings. Qantas shares are currently trading at a deep discount of around 10x estimated FY 2027 earnings.

The post 5 things to watch on the ASX 200 on Tuesday appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• ASX 200 slips as Friday’s rally fades
• Oil price crash sparks broker upgrades for ASX energy shares
• Gold, cash, and a takeover twist: Why this ASX 200 gold stock is climbing today
• Move over Regis Resources! Vault Minerals shares leaping 11% as Genesis Minerals’ lobs $5.6 billion takeover bid

Motley Fool contributor James Mickleboro 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.

ASX healthcare shares are showing renewed momentum, with two of the sector’s biggest names staging notable rebounds in recent weeks. At the time of writing, both CSL Ltd (ASX: CSL) and ResMed Inc (ASX: RMD) are trading higher. 

CSL shares have been one of the standout movers in the sector. The stock is up around 7% over the past five trading days and 34% over the past month, reflecting a sharp improvement in sentiment after a brutal sell-off. Despite this recovery, CSL remains heavily out of favour on a longer horizon, still down 28% year to date and nearly 49% over the past 12 months.

ResMed has also begun to recover, although its rebound has been more gradual. The ASX healthcare share is up about 10% over the past five trading days and 13% over the past month. Even so, it remains down 14% year to date and roughly 21% over the past year, leaving it well below its recent highs.

Now, the key question for investors is whether this marks the start of a sustained recovery or just a short-term bounce.

CSL: sentiment improves, but challenges remain

Earnings downgrades, acquisition concerns and a broader reset in market expectations drove the sharp decline in CSL shares. This led to a significant de-rating as investors reassessed what was once considered one of the ASX’s most reliable compounders.

The underlying business remains strong. CSL maintains its position as one of the world’s largest plasma-derived therapies companies. However, the market is now focused on whether management can restore consistent earnings momentum. Particularly as supply constraints and pricing dynamics continue to weigh on performance in key markets.

Morgans continues to support the stock. It retains a buy rating on the $58 billion ASX healthcare share with a price target of $147.59. This points to a 19% upside at current price levels.

The broker notes that the long-term story remains intact. However, a sustained recovery in sentiment may take several quarters to fully materialise as investors wait for clearer evidence in the numbers.

ResMed: growth remains intact despite volatility

The price weakness of the $44 billion ASX healthcare share has been driven more by valuation compression than by any meaningful deterioration in business performance. Broader concerns around healthcare growth stocks have also weighed on sentiment, contributing to the stock’s decline over the past year.

Despite this, the company’s fundamentals remain solid. In Q3 FY26, ResMed reported revenue rising 11% to US$1.43 billion, while non-GAAP earnings per share were up 21% to US$2.86.

Even after its recent rebound, ResMed remains at its lowest valuation level in more than a decade. It’s trading on approximately 16 times forward earnings despite expectations for double-digit earnings per share growth.

Morgans has retained a buy rating with a price target of $41.72, implying around 36% upside from current levels. The broker highlights that the current valuation may underestimate the company’s long-term growth potential.

The post 2 ASX healthcare shares crashing, now bouncing: buy, hold or sell? appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Dexus, Resmed, BHP shares
• Down 22%! 3 reasons to buy the big dip in ResMed shares today
• 3 ASX 200 shares to buy now: experts
• Why BHP and these ASX shares could be strong buys this week
• 5 things to watch on the ASX 200 on Monday

Motley Fool contributor Marc Van Dinther 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 ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.