• Domino’s shares crash 12%: Are the shares a buy, sell or hold today?

    A sad man looks at his computer screen as he holds a slice of pizza in his hand with an open pizza box in front of him on his desk.

    Domino’s Pizza Enterprises Ltd (ASX: DMP) shares have crashed 12%, following the pizza chain’s FY26 results announcement this morning.

    At the time of writing, the shares are trading for $17.70.

    They’re now down around 19% for the year-to-date and are 8% lower than trading levels 12 months ago.

    What has spooked investors today?

    The company reported a 11.2% decrease in revenue, and a statutory NPAT loss of $134.2 million, including $255.7 million in non-cash write-downs and impairments. These were mainly for its France and Taiwan businesses, and also included technology assets and some underperforming corporate stores.

    Domino’s underlying NPAT was up 4% for the 12-month period, and in line with guidance, but EBITDA fell 6.1%.

    The company also cut its total FY26 dividend by 25.3% to 57.5 cents.

    Going forward, Domino’s said it is planning to return to profitable growth in FY27 after a period of resetting its store network and business model. 

    Domino’s also confirmed plans to roll out a revised pricing and operating model across Australia, focusing on long-term franchisee profitability and less reliance on aggressive discounting. The move follows a positive trial in Western Australia.

    It’s clear that investors weren’t impressed with the results and many have rushed to sell up their shares this morning.

    It’s been a difficult year for the fast food operator. The latest decline follows the company’s FY26 half-year result, which it announced in February this year. That half-year result was also a miss for investors and sent the share price crashing.

    The shares dropped to a decade-low in mid-May but began recovering through late July after Domino’s posted its preliminary FY 2026 results ahead of today’s announcement. Most of those gains have been shed so far today.

    Earlier this month, the company also revealed that Andrew Gregory has commenced as Group Chief Executive Officer and Managing Director. Jack Cowin has also resumed his former position as Non-Executive Chair.

    Is the stock a buy, sell or hold now?

    I expect that some market experts may revise their outlook on Domino’s shares in the coming days, following today’s results announcement.

    But at the time of writing, analysts are still on the fence about the outlook for Domino’s shares this year.

    TradingView data shows that out of 18 analysts, three have a buy or strong buy rating and 10 have a hold rating. Another five have a sell/strong sell rating.

    The average $18.94 target price implies potential upside of around 7% over the next 12 months, at the time of writing.

    But the difference between the maximum and minimum is wide. Some analysts think the shares could rise 46% to $26 per share. Meanwhile, others expect them to sink another 33% to $12 per share, at the time of writing.

    The post Domino’s shares crash 12%: Are the shares a buy, sell or hold today? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Domino’s Pizza Enterprises right now?

    Before you buy Domino’s Pizza Enterprises shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Domino’s Pizza Enterprises wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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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 Domino’s Pizza Enterprises. The Motley Fool Australia has recommended Domino’s Pizza Enterprises. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Why I’d buy the dip on DroneShield and WiseTech shares

    Woman looking at her computer and pondering something.

    Two popular ASX growth shares are being heavily sold off on Wednesday after releasing their latest results.

    DroneShield Ltd (ASX: DRO) is down around 10% to $1.75, while WiseTech Global Ltd (ASX: WTC) has fallen around 6% to $42.88.

    For me, both declines are creating an opportunity to look beyond today’s market reaction and focus on what these businesses could become.

    DroneShield shares

    DroneShield remains a higher-risk investment, but I think the growth opportunity is becoming harder to ignore.

    The counter-drone specialist generated record first-half revenue of $125.8 million, representing growth of 74% over the prior corresponding period. More importantly for me, recurring revenue increased 229% to $11.5 million.

    Recurring revenue is still a relatively small part of the business, so I would not make too much of it yet. But it shows DroneShield is beginning to build revenue that can continue after the initial hardware sale.

    I also like what the company is doing to prepare for much greater demand.

    DroneShield completed its new Sydney production facility during the half and established operations in Europe, where more than half of first-half revenue was generated. It finished June with $180 million of cash and term deposits, giving it significant resources to keep investing in production, software, and new products.

    The next generation of AI-enabled hardware and software is very interesting to me. Counter-drone technology needs to keep evolving as the threats themselves change, and DroneShield is investing heavily to stay near the front of that development.

    At $1.75, I think the sell-off offers an attractive entry point for investors comfortable with considerable risk.

    WiseTech shares

    WiseTech is a much more established business, but I think today’s result shows there is still plenty for long-term investors to look forward to.

    CargoWise sits at the centre of the company’s opportunity. It provides software that helps global logistics companies manage the movement of goods across borders, including freight forwarding, customs, warehousing, and other complex processes.

    One development that caught my attention is that more than 95% of CargoWise customers have now moved onto WiseTech’s new Value Packs commercial model. This is designed to move the company further towards charging for the value and transactions flowing through CargoWise rather than traditional seat-based pricing.

    I think that could become increasingly valuable as WiseTech adds more automation and AI to the platform.

    The e2open acquisition also gives the company a much larger presence across global trade and supply chains. WiseTech has already achieved substantial cost savings from integrating the business, while free cash flow increased 43% to US$410.7 million in FY26.

    The outlook gives me another reason to remain positive.

    Management expects underlying EBITDA to grow by 12% to 21% in FY27, with the underlying EBITDA margin rising to between 49% and 51%.

    That suggests WiseTech could continue getting more profitable as it integrates e2open, rolls out new products, and uses AI to improve both its software and internal operations.

    At around $42.88, I would be happy to use today’s weakness to build a long-term position.

    Foolish takeaway

    In both cases, I can see businesses investing heavily today to pursue opportunities that could be substantially larger several years from now.

    DroneShield carries considerably more risk and would warrant a smaller position in my portfolio. WiseTech has a more established business and stronger cash generation.

    But after Wednesday’s falls, I think both shares are worth buying with a long-term view.

    The post Why I’d buy the dip on DroneShield and WiseTech shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in DroneShield right now?

    Before you buy DroneShield shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and DroneShield wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor Grace Alvino has positions in DroneShield. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield 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.

  • Could this ASX biotech really jump more than 500%?

    Medical workers examine an x-ray or scan in a hospital laboratory.

    Shares in EBR Systems Inc (ASX: EBR) are languishing near their 12-month lows despite the company making good progress on its commercialisation plans.

    The analyst team at Morgans believe the shares are deeply undervalued at this point, and has a very bullish share price target on the company which I’ll get to shortly.

    First let’s have a look at a recent announcement on the company’s business.

    Solid progress on take-up of technology

    EBR has developed a system called WiSE which it says is designed to overcome the limitations of conventional cardiac resynchronisation therapy and, “is the only leadless left ventricular endocardial pacing (LVEP) device”.

    The company recently released a quarterly report and said that it had surpassed its hundredth commercial WiSE implant, “with multiple sites performing their first WiSE implants and numerous sites performing their 2nd, 3rd, 4th, and greater cases”.

    EBR Chief Executive Officer John McCutcheon said:

    We are extremely pleased with this quarter on multiple fronts. Commercially, EBR surpassed its 100th commercial WiSE implant, with multiple sites performing their first WiSE implants and numerous more experienced sites continuing to treat patients with WiSE. We secured master purchasing agreements with HCA Healthcare, Advocate Health, and CHRISTUS Health, validating the clinical and economic benefit of WiSE in major U.S. healthcare networks. In support of our future commercial efforts, the U.S. Centers for Medicare & Medicaid Services (CMS) further advanced WiSE through the Transitional Coverage for Emerging Technology (TCET) program by formally initiating the National Coverage Determination process for WiSE.

    The company also fully transitioned to its new manufacturing facility in California, Mr McCutcheon said.

    During the quarter, EBR had operating cash outflows of $25 million, but also completed a $150 million capital raise.

    Shares in this ASX biotech looking very cheap

    Morgans said in its note to clients issued this week that they believed the commercial roll out, “has progressed further than the headline implant numbers suggest, but execution capacity has temporarily become a key variable”.

    Morgans added:

    Management is now deliberately de-emphasising new site contracting and physician training to focus on repeat utilisation within existing accounts. This should reduce the administrative burden on the field organisation and allow trained representatives to spend more time supporting procedures. Thus, we view implant productivity per activated account rather than the number of contracted hospitals as the key near-term variable. With 17 sites already having completed ≥3 cases, we see an opportunity for utilisation to compound as physicians gain experience and WiSE becomes embedded in clinical workflows.

    Morgans said the company had moved beyond the question of whether hospitals would buy WiSE, to proving whether they could generate repeat sales.

    They added, “we view the existing footprint as adequate to provide substantial gains not reflected in the current share price”.

    Morgans has a share price target of $1.95 on EBR shares compared to 30.5 cents currently.

    The company is valued at $214.7 million.

    The post Could this ASX biotech really jump more than 500%? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Ebr Systems right now?

    Before you buy Ebr Systems shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Ebr Systems wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor Cameron England 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.