Author: openjargon

If you are looking for exchange traded funds (ETFs) to buy next month, then read on.

That’s because listed below are three ETFs that could be among the best to buy for the new month.

Here’s what you need to know about them:

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

The first ASX ETF to consider is the BetaShares S&P/ASX Australian Technology ETF.

This fund has been under significant pressure during the recent tech selloff, which has pulled valuations back across the sector. That weakness has changed the starting point for investors.

The BetaShares S&P/ASX Australian Technology ETF offers exposure to a group of Australian tech shares that are now rebuilding from lower levels. These businesses are still tied to long-term trends such as cloud computing, digital platforms, and software adoption.

Its holdings include companies such as Xero Ltd (ASX: XRO), WiseTech Global Ltd (ASX: WTC), and TechnologyOne Ltd (ASX: TNE).

If sentiment toward technology stabilises, the BetaShares S&P/ASX Australian Technology ETF could be a great way to gain exposure to a recovery in the sector. It was recently recommended by analysts at Catapult Wealth.

BetaShares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

Another ASX ETF to look at in May is the BetaShares Global Robotics and Artificial Intelligence ETF.

This fund gives investors easy access to stocks that are helping transform the world with robotics and artificial intelligence.

Its holdings include companies such as ABB (SWX: ABBN), Intuitive Surgical (NASDAQ: ISRG), and Keyence Corporation.

ABB highlights how broad this theme has become. Its automation systems are now being used across manufacturing, energy, and infrastructure, showing that robotics is no longer confined to factories alone.

The BetaShares Global Robotics and Artificial Intelligence ETF captures the shift toward automation across the global economy. It was recently recommended by analysts at BetaShares.

Global X Defence Tech ETF (ASX: DTEC)

A third ASX ETF to consider in May is the Global X Defence Tech ETF.

Defence spending is no longer just about traditional equipment. Increasingly, it is being directed toward technology, including artificial intelligence, drones, and cybersecurity.

The Global X Defence Tech ETF focuses on companies operating in these areas, providing exposure to how defence is evolving.

Its holdings include companies such as Lockheed Martin (NYSE: LMT), Palantir (NASDAQ: PLTR), and Rheinmetall (ETR: RHM).

With global defence spending continuing to rise and becoming more technology-driven, the Global X Defence Tech ETF offers exposure to an increasingly important theme.

This fund was recently recommended by analysts at Global X.

The post Are these the best ASX ETFs to buy in May? appeared first on The Motley Fool Australia.

More reading

• All-weather ASX ETFs to buy if the market crashes 20%
• Why it’s time to look past the “SaaSpocolypse” and target Aussie tech
• 3 ASX ETFs with market-beating potential over the next 10 years
• Is this ASX ETF the perfect companion to Vanguard’s VAS?
• Where I’d invest my first $500 into ASX shares

Motley Fool contributor James Mickleboro has positions in Technology One, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Abb, Intuitive Surgical, Palantir Technologies, Technology One, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lockheed Martin and Rheinmetall and has recommended the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool Australia has positions in and has recommended WiseTech Global and Xero. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The team at Morgans has been busy this month updating its recommendations

Three ASX shares that have just been upgraded to buy ratings are listed below. Here’s why it has become bullish on them:

GemLife Communities Group (ASX: GLF)

Morgans has turned more positive on this retirement living company following a period of share price weakness.

This has seen the broker upgrade its shares to a buy rating with a $5.66 price target. It said:

The recent share price weakness looks overdone in our view. We have used the pullback as an opportunity to reassess key assumptions (ASP, settlement volumes, home build margins and gearing) in the context of the Iran conflict, a higher rate outlook, softer auction clearance rates and renewed cost inflation concerns. Ultimately, we remain enthused and our investment thesis is unchanged. We take the opportunity to upgrade our ACCUMULATE recommendation to BUY.

Judo Capital Holdings Ltd (ASX: JDO)

Another ASX share that has been upgraded by analysts at Morgans is small business lender Judo Capital.

Morgans has upgraded Judo Capital’s shares to a buy rating and estimates a potential return of almost 50% over the next 12 months. It said:

JDO provided a 3Q26 trading update, which included reaffirming its FY26 earnings guidance range albeit now expected to be at the bottom end of the range given it conservatively topped up its expected loan loss provision. We view JDO’s recent share price weakness as a buying opportunity for a stock with high growth potential, increasing the margin of safety for the investment. Upgrade from ACCUMULATE to BUY. Potential TSR at current prices is c.49%.

Regis Resources Ltd (ASX: RRL)

A third ASX share that Morgans has upgraded is gold miner Regis Resources.

In response to a strong quarterly update and recent pullback in its share price, Morgans has upgraded its shares to a buy rating with a $10.07 price target. It said:

Gold sales of 89.1koz at an AISC of A$2,807 beat our expectations whilst performing in line with company guidance, delivering revenue of A$622m at an average realised price of A$6,977/oz. RRL continues to build a substantial cash balance, adding an additional A$198m bringing the total to A$1.12bn.

Replenished ounces with group MRE exceeding 10% yoy resource growth underpinning future production. We upgrade to BUY (from HOLD) following recent weakness across the gold sector which we believe has uncovered value in RRL underpinned by attractive immediate term cash generation paired with a structured capital management framework.

The post 3 ASX shares upgraded by Morgans to buy ratings appeared first on The Motley Fool Australia.

More reading

• 3 top ASX 200 gold stocks brokers say are buys now
• Leading brokers name 3 ASX shares to buy today
• Are these ASX materials stocks a buy, hold or sell according to Morgans?
• Guess which ASX 200 bank stock is pushing higher on Friday (hint, not CBA shares)
• Judo Capital reaffirms FY26 profit guidance as lending growth continues

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.

The S&P/ASX 200 Index (ASX: XJO) kicked off the week’s trading on a rather sour note this Monday. After a lacklustre week last week, it seems the weekend did nothing to cheer investors up.

After staying in red territory all session, the ASX 200 ended up finishing down 0.23%. That leaves the index at 8,766.4 points.

This rather depressing start to the Australian trading week comes after a more nuanced end to the American trading week on Friday night (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) was in the same mould as the ASX, dropping 0.16%.

However, the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared far better, roaring 1.63% higher.

But let’s get back to this week and our local markets now, and check out what was happening amongst the different ASX sectors this Monday.

Winners and losers

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

More reading

• 3 top ASX 200 gold stocks brokers say are buys now
• How high does Macquarie think Newmont shares will go?
• Why this $1.5 billion ASX stock is jumping 6% today
• Why Atlas Arteria, Forrestania, Megaport, and WA1 shares are charging higher today
• Why the Atlas Arteria share price is rocketing 14% today

Motley Fool contributor Sebastian Bowen has positions in Newmont. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Megaport. 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.

With the gold price hovering near US$5,000 per ounce, gold miners are currently generating significant cash from their operations.

In light of this, many ASX 200 gold stocks have rallied strongly over the past 12 months.

But that doesn’t mean there aren’t any good investment opportunities in the industry.

For example, the three stocks listed below have been named as buys by brokers today. Here’s what they are recommending:

Alkane Resources Ltd (ASX: ALK)

Bell Potter thinks Alkane Resources could be an ASX 200 gold stock to consider. This morning, it put a buy rating and $2.10 price target on its shares.

It likes the company due to its multi-mine exposure in attractive jurisdictions. It commented:

ALK offers multi-mine gold and antimony exposure across three attractive jurisdictions, a strong balance sheet and an operating platform focused on organic and inorganic growth options. Our Target Price lifts 8% to $2.10/sh. Valuation metrics are undemanding and we retain our Buy recommendation.

Newmont Corporation (ASX: NEM)

Another ASX 200 gold stock that has been given the thumbs up is Newmont. This morning, Morgans put a buy rating and $208.00 price target on its shares.

It was pleased with its strong quarterly result and believes it demonstrates the quality of the company. The broker explains:

Strong beat and capital returns increased: NEM delivered a strong beat across multiple operating and financial metrics, while completing its US$6bn buyback and announcing a further US$6bn program. The result reinforces NEM’s positioning as a high-quality, cash-generative gold producer with strong balance sheet flexibility and increasing capacity to return capital to shareholders. Maintain BUY rating with a A$208ps target price.

Regis Resources Ltd (ASX: RRL)

Analysts at Morgans have also upgraded this ASX 200 gold stock to a buy rating with a $10.07 price target.

The broker made the move in response to a stronger than expected quarterly update and recent share price weakness. It thinks the latter makes Regis Resources shares undervalued now. It explains:

Gold sales of 89.1koz at an AISC of A$2,807 beat our expectations whilst performing in line with company guidance, delivering revenue of A$622m at an average realised price of A$6,977/oz. RRL continues to build a substantial cash balance, adding an additional A$198m bringing the total to A$1.12bn. Replenished ounces with group MRE exceeding 10% yoy resource growth underpinning future production. We upgrade to BUY (from HOLD) following recent weakness across the gold sector which we believe has uncovered value in RRL underpinned by attractive immediate term cash generation paired with a structured capital management framework.

The post 3 top ASX 200 gold stocks brokers say are buys now appeared first on The Motley Fool Australia.

More reading

• How high does Macquarie think Newmont shares will go?
• Leading brokers name 3 ASX shares to buy today
• Are these ASX materials stocks a buy, hold or sell according to Morgans?
• Bell Potter just upgraded its outlook on this ASX materials stock tipping 30% upside
• 5 things to watch on the ASX 200 on Monday

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.

Newmont Corp (ASX: NEM) shares have returned almost 100% over the past 12 months, but the team at Macquarie thinks shares in the ASX gold giant still have a way to run.

The Macquarie team has run the ruler over the company’s recent quarterly results and has a bullish share price target on the company, which we’ll get to shortly.

First, let’s look at what Newmont reported.

Strong cash generation

The gold and other metals producer said last week that it had produced 1.3 million ounces of gold for the first quarter.

Newmont Chief Executive Officer Natascha Viljoen said this led to the company “generating an all-time record US$3.1 billion in quarterly free cash flow, keeping us well on track to achieve our 2026 guidance”.

She added:

Supported by our enhanced capital allocation framework, we have doubled the size of our share repurchase program with an additional US$6.0 billion authorisation, following the full execution of our previous program, under which we repurchased US$2.4 billion of shares since the last earnings call. We look forward to building on this momentum in the second quarter and continue delivering sustainable returns to our shareholders.

As well as the gold produced in the first quarter, Newmont generated nine million ounces of silver and 30,000 tonnes of copper.

The company is guiding to full year production of 5.3 million ounces of gold at an all-in sustaining cost of US$1029 per ounce.

During the quarter Newmont generated US$3.8 billion in cash and delivered US$2.7 billion in shareholder returns through share buybacks and dividends.

Shares looking like good value

Macquarie said in its note to clients following the quarterly report that production and costs hit consensus estimates.

They noted that the company was exposed to higher oil prices, however.

As they said:

NEM’s CY26 guidance is based on US$70/bbl Brent oil prices and every US$10 increase is US$60m (or US$12/oz). Therefore, with oil at ~US$110/bbl, that would increase US$240m to NEM’s cost base (or US$48/oz) which equates to ~3% increase in NEM’s cost base.

Macquarie said management indicated there was only minor damage underground at Newmont’s Cadia mine following a minor earthquake.

Overall, Macquarie said it was a good result.

As they said:

1Q was exceptional and demonstrated the exceptional cash generation of the business. We believe the upsized share buyback demonstrates NEM’s commitment to capital return to shareholders (as opposed to looking to M&A).

Macquarie has a price target of $192 on Newmont shares compared with the current price of $166.19, implying potential upside of 15.5%.

Newmont also pays a modest dividend, currently yielding about 0.9%.

Newmont is valued at $169 billion.

The post How high does Macquarie think Newmont shares will go? appeared first on The Motley Fool Australia.

More reading

• 3 top ASX 200 gold stocks brokers say are buys now
• Are these ASX materials stocks a buy, hold or sell according to Morgans?
• 5 things to watch on the ASX 200 on Monday
• Why Newmont, PLS and Fortescue shares are grabbing headlines on Friday
• Why Newmont, Nuix, PLS, and Vulcan Energy shares are rising today

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

With so many shares to choose from on the Australian share market, it can be difficult to decide which ones to buy. The good news is that brokers across the country are doing a lot of the hard work for you.

Three top ASX shares that leading brokers have named as buys this week are outlined below. Here’s why they are bullish on them:

Fortescue Ltd (ASX: FMG)

According to a note out of Macquarie, its analysts have retained their outperform rating on this iron ore miner’s shares with a trimmed price target of $22.00. This follows the release of a third-quarter update that revealed lower-than-expected costs and a stronger than anticipated balance sheet. While the Iron Bridge operation continues to weigh on its production, the broker remains positive on the investment opportunity here. This is particularly the case given the potential for its green energy initiatives to support its growth. The Fortescue share price is trading at $19.95 on Monday afternoon.

Regis Resources Ltd (ASX: RRL)

A note out of Morgans reveals that its analysts have upgraded this gold miner’s shares to a buy rating with a slightly improved price target of $10.07. This followed the release of a strong quarterly update, which revealed gold sales of 89.1koz at an AISC of A$2,807 per ounce. This was achieved with an average realised price of A$6,977 per ounce, which underpinned revenue of $622 million. Morgans notes that this was ahead of its expectations. In addition, the broker points out that Regis Resources generated cash of $198 million, which has helped take its cash balance above $1.1 billion. In light of this and recent share price weakness, it believes the Regis Resources shares are being materially undervalued by the market. The Regis Resources share price is fetching $7.43 at the time of writing.

Suncorp Group Ltd (ASX: SUN)

Analysts at Morgan Stanley have retained their overweight rating and $21.60 price target on this insurance giant’s shares. According to the note, the broker was pleased with Suncorp’s aggregate reinsurance cover. Morgan Stanley expects this to reduce earnings volatility and Suncorp’s cost of capital, which it believes should support a re-rating of its shares to higher multiples. As a result, the broker sees plenty of value in the company’s shares at current levels. The Suncorp share price is trading at $16.77 this afternoon.

The post Leading brokers name 3 ASX shares to buy today appeared first on The Motley Fool Australia.

More reading

• 3 top ASX 200 gold stocks brokers say are buys now
• Are these ASX materials stocks a buy, hold or sell according to Morgans?
• Here are the top 10 ASX 200 shares today
• Why Brainchip, Fortescue, IGO, and Life360 shares are tumbling today
• Why Newmont, PLS and Fortescue shares are grabbing headlines on Friday

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

Speculation is rife that European Lithium Ltd (ASX: EUR) is a takeover target, with the company placing its shares in a trading halt following speculation in the media along those lines.

The Australian Financial Review has published an article saying that European Lithium has been in talks with the NASDAQ-listed Critical Metals Corp (NASDAQ: CRML), with which it is also a joint venture partner.

Major takeover premium

The AFR reports that a potential takeover is in the wings, priced at 58 cents per share, more than double the 28.5 cents per share at which the company last traded.

The takeover offer would value European Lithium at about $1.2 billion, well up on the $489.1 million it is valued at currently.

European Lithium was not giving much away in the announcement it made to the ASX on Friday.

As the company said:

The trading halt is requested pending an announcement relating to media speculation of a potential control transaction. The Company requests that the trading halt remain in place until the earlier of the commencement of normal trading on Tuesday, 28 April 2026 or until the release of an announcement in respect of the above matter. There is no other information necessary to inform the market about and the Company is not aware of any reason why the trading halt should not be granted.

The AFR is reporting that European Lithium already owns a stake of about 37.5% in the NASDAQ-listed company.

Projects moving forward

The companies also jointly own the Tanbreez rare earths project in Greenland, where they announced recently that the government had approved the transfer of the remaining 50.5% stake in the project to Critical Metals, bringing its holding to 92.5%, while European Lithium owns the remainder.

European Lithium Executive Chair Tony Sage said at the time:

This is a game-changing moment for Critical Metals and solidifies its position as the controlling stakeholder in one of the world’s largest rare earth deposits. The full support and approval of the Greenlandic Government has removed the most significant structural overhang on the Tanbreez Project and provides the clarity to advance the Tanbreez Project to production with confidence.” “We are now progressing with momentum, supported by advancing technical programs, strong metallurgical results, and engagement with our offtake partners. Tanbreez is no longer a future project — it is a project in development.

European Lithium’s other major asset is the Wolfsberg lithium project in Austria.

The post Is this ASX lithium stock a takeover target? Sure looks like it appeared first on The Motley Fool Australia.

More reading

• This ASX lithium stock just exploded 12%. Here’s what sparked it

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.

Life360 Inc (ASX: 360) shares are marching higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) location sharing software developer closed on Friday trading for $20.85. In early afternoon trade on Monday, shares are swapping hands for $21.17 apiece, up 1.5%.

For some context, the ASX 200 is down 0.3% at this same time.

Taking a step back, Life360 shares have underperformed the benchmark over the past 12 months, up 2.5% compared to the 9.6% one-year gains delivered by the benchmark index.

If you’ve been following along with the ASX tech company, you’ll know the stock was on tear right up until early October.

Indeed, on 3 October, Life360 notched a record closing high of $55.44 a share.

But not long after recording this all-time high, the stock got caught up in the broader global selling pressure that hit a lot of Software as a Service (SaaS) stocks.

Commonly referred to as the SaaSpocalypse, Life360 and many other SaaS stocks tumbled amid investors concerns that artificial intelligence, or AI, could replace a lot of the services these companies offer.

Which brings us back to our headline question.

With the ASX 200 tech stock down 61.8% from its October closing highs, is a recovery on the horizon?

Can life360 shares shake the AI blues?

MPC Markets’ Jonathan Tacadena recently ran his slide rule over Life360 shares (courtesy of The Bull).

“This information technology company provides a mobile networking safety app for families,” he noted.

Addressing the stock’s rebound potential from the past months’ AI-driven selldown, Tacadena said:

In our view, fears of artificial intelligence severely impacting software-as a-service companies are fading, and a lot of our preferred names have rebounded strongly. We expect Life360’s share price to recover further moving forward.

Connecting the dots, Tacadena issued a hold recommendation on Life360 shares.

He concluded:

Full year revenue in 2025 was up 32% on the prior corresponding period. It expects revenue growth in full year 2026 to be driven by its core subscription business and the scaling of its advertising platform.

What’s the latest from the ASX 200 tech stock?

Life360 reported its fourth quarter (Q4 2025) results on 2 March.

Highlights for the quarter included a 26% year-on-year increase in revenue to US$146.0 million.

The company also achieved strong earnings growth, with adjusted earnings before interest, taxes, depreciation and amortisation (EBITDA) of US$32.4 million up 53% from Q4 2024.

Turning to the balance sheet, the ASX 200 tech stock ended the quarter with cash, cash equivalents and restricted cash of US$495.8 million.

Life360 shares closed up 0.6% on the day of the results release.

The post Can Life360 shares recover from the AI fuelled sell-off? appeared first on The Motley Fool Australia.

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• What are the best Australian shares to buy now to try and make a million?
• Why Brainchip, Fortescue, IGO, and Life360 shares are tumbling today
• Why I’d invest $2,500 in Life360 and Pro Medicus shares today
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Motley Fool contributor Bernd Struben 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 Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX healthcare stocks have largely disappointed in 2026. 

The S&P/ASX 200 Health Care Index (ASX: XHJ) is down more than 22% year to date. 

However, one exception has been the outperformance of Tetratherix Ltd (ASX: TTX). 

Company overview

Tetratherix engages in the development of a biostealth fluid matrix for regenerative medicine. 

The firm offers Tetramatrix as its primary product. It develops a biostealth fluid matrix that evolves regenerative medicine through the use of the firm’s Tetramatrix platform technology. 

Its share price has rocketed in 2026, up 42% since the start of the year. 

Last week, the company released a quarterly update.

Tetratherix reported a strong quarter, highlighting progress toward commercialising its Tegenix product via a global agreement with Henry Schein and expanding into precision medicine with its STEPP drug-delivery platform, including a lucrative R&D deal with Superpower. 

The company also advanced multiple clinical programs with positive tissue-healing results and expects FDA clearance for its bone regeneration technology later this year.

Morgans said the report reinforces that the ASX biotech company continues to tick off key milestones towards commercialisation.

What is Morgans’ latest view on this ASX healthcare stock?

According to Morgans, this ASX healthcare stock is making solid progress in line with previously stated timelines across each of its franchises. 

We remain focused on upcoming catalysts across the four franchisees including: FDA clearance for the bone regeneration product Tegenix and TegenEOS); clinical progress for the tissue spacing products (Tutelix and Optelex) and the tissue healing products (TetraDerm); and product supply in the precision medicine franchise (STEPP).

Updated price target 

In a recent note out of Morgans, the broker said it has made no changes to its forecasts. 

However, it has reduced its price target to $6.84 (previously $7.03). 

We maintain our SPECULATIVE BUY recommendation and expect the cadence of news flow to increase over the balance of the year.

At the time of writing, this ASX healthcare stock is trading for approximately $4.71. 

Based on the updated price target from Morgans, this indicates a further upside of approximately 45%. 

Foolish Takeaway 

It’s worth noting that investing in biotech stocks can come with big upside, but equal risk. 

Many of these types of companies are early-stage or pre-revenue, meaning their valuations often hinge on clinical trial results, regulatory approvals, or breakthrough announcements. 

On the flip side, successful outcomes can lead to rapid share price appreciation, making the sector attractive to investors willing to tolerate volatility.

The key is understanding that this space is driven more by binary outcomes and sentiment than steady earnings, so diversification and careful research are essential to managing the risk/reward balance.

As Morgans correctly pointed out, FDA clearance and clinical progress will be key factors to monitor for this ASX healthcare stock. 

The post Already up 42% this year, Morgans says this ASX healthcare stock can continue to rocket appeared first on The Motley Fool Australia.

More reading

• This ASX biotech stock could deliver 40%-plus returns Morgans says

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.

IperionX Ltd (ASX: IPX) shares are climbing on Monday after the titanium developer released its March quarter update.

At the time of writing, the IperionX share price is up 6.50% to an intraday high of $4.345. By comparison, the S&P/ASX 300 Index (ASX: XKO) is down 0.2% to 8,704 points.

Here’s a closer look at what came through for the 3 months to 31 March.

What happened during the quarter?

The main change this quarter is that the company is now running its Virginia Titanium Manufacturing Campus around the clock.

According to its release, it has moved past the testing phase and is now producing titanium more consistently, with both of its key technologies in use.

Titanium powder output increased across the quarter, reaching around 4.2 metric tonnes in March. That equates to roughly 50 tonnes per year on an annualised basis.

While still early, volumes are moving in the right direction as the systems move towards a steady run rate.

The company is targeting around 200 tonnes per year of titanium powder capacity by the end of CY2026.

Capacity expansion continues

Alongside the production ramp, the company is adding more capacity across its manufacturing process.

A new 300-ton SACMI press, used to shape titanium powder into solid parts, was commissioned during the quarter. This should help produce more complex components and lift output.

In addition, hydrogen sintering furnaces (HSPT), part of its process for turning powder into finished metal products, are scheduled for commissioning in the June quarter. These are expected to reduce bottlenecks and increase production further down the line.

Additional equipment is also being installed to expand powder metallurgy capability and support higher volumes over time.

Early commercial activity building

Customer activity is still in the early stages, with most work focused on testing, approvals, and small production runs.

Management noted growing interest across aerospace, defence, automotive, and consumer markets.

The company is focusing first on higher-value titanium parts. These products should carry better margins if production continues to scale.

Several customer programs are moving through testing and early production. However, larger orders still depend on customer approvals and product qualification.

IperionX also flagged increased demand for spherical titanium powders. These are mainly used in 3D printing and advanced manufacturing.

Strong US support and balance sheet

IperionX continues to benefit from US Government backing tied to domestic supply chain development.

During the quarter, the company progressed work under multiple programs, including the Industrial Base Analysis and Sustainment (IBAS) award.

Cash at the end of the period stood at US$48.2 million. The company also has access to additional government funding through reimbursable programs.

Based on current plans, management expects to finish FY2026 with cash in the range of US$36 million to US$40 million.

The post Why this $1.5 billion ASX stock is jumping 6% today appeared first on The Motley Fool Australia.

More reading

• IperionX ramps up 24/7 titanium production in March 2026 quarterly update
• Why is this temperamental ASX stock surging 11% today?
• Here are the top 10 ASX 200 shares today
• These were the worst-performing ASX 200 shares in March
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Aaron Teboneras 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.