Author: openjargon

Choosing one mining share to own through an entire commodity cycle is never easy.

Prices move, projects disappoint, and yesterday’s market favourite can quickly lose its shine.

Even with those uncertainties, one ASX miner stands above the rest for me. That is BHP Group Ltd (ASX: BHP).

A strong foundation in iron ore

BHP still earns substantial cash from its Western Australian iron ore operations.

Iron ore may lack the excitement attached to newer commodities, yet it provides BHP with a huge production base, established infrastructure, and assets capable of generating strong margins when market conditions are favourable.

That cash flow supports dividends, funds new projects, and gives management more flexibility during weaker commodity markets.

Scale alone does not guarantee good returns, especially when mining companies become too enthusiastic with capital. However, BHP can invest through cycles that may force smaller competitors to slow down or abandon projects.

I think that financial strength provides a solid foundation for everything else the company is building.

Copper is changing the business

The most exciting part of BHP’s portfolio in my opinion is copper.

During the first half of FY26, copper contributed 51% of underlying earnings before interest, tax, depreciation, and amortisation, making it the group’s largest earnings contributor.

That is a significant change for a company traditionally associated with iron ore.

Copper demand could keep rising as electricity networks expand and investment flows into renewable energy, data centres, transport, manufacturing, and urban infrastructure. Bringing new supply online can also take many years, which may support attractive economics for established producers with large, low-cost assets.

BHP already owns interests in major operations such as Escondida, Spence, and its South Australian copper assets. It is also working on expansion pathways and future options that could increase production through the 2030s.

I prefer that position to betting on a junior miner that still needs to finance, permit, construct, and successfully ramp up its first major project.

BHP gives investors copper growth from a much stronger starting point.

Potash adds another direction

The Jansen project in Canada will move BHP into potash, a fertiliser ingredient linked to crop yields and global food production.

First production from Stage 1 is expected in mid-2027.

Jansen could eventually become a large, long-life operation, giving BHP an earnings stream driven by different forces from iron ore and copper.

The project has also reminded investors that large mining developments rarely follow a perfect plan. Costs have increased, while Stage 2 has been delayed and become more expensive.

Management will need to show that the finished operation can justify the amount of shareholder capital being committed.

Even with those concerns, I like the strategic logic. A successful potash business would broaden BHP’s portfolio and give it another area where scale could become a lasting advantage.

Why BHP shares are my pick

Every mining investment comes with commodity, operational, political, and project risks.

For me, BHP offers the best balance. It has iron ore assets generating cash today, copper operations becoming increasingly central to earnings, and a potash business that could support growth for decades.

The company also has the balance sheet, technical expertise, infrastructure, and global relationships needed to develop large projects that would be beyond the reach of many competitors.

Foolish takeaway

I would choose BHP shares because its future is becoming broader at the same time as its existing assets continue supporting the business.

Iron ore gives the company financial strength, copper provides an attractive growth runway, and potash could open another substantial source of earnings.

There will be disappointing projects and weaker commodity markets along the way. That comes with owning any miner.

Across a full cycle, I think BHP has the strongest collection of assets and growth options available to ASX investors. That is why it remains my preferred ASX mining share.

The post Why I think BHP is the best ASX mining share appeared first on The Motley Fool Australia.

More reading

• How to build an ASX dividend portfolio that keeps paying you for decades
• What is Morgan’s updated view on Rio Tinto and BHP shares?
• 5 things to watch on the ASX 200 on Monday
• Buy, hold, sell: BHP, CBA, and Rio Tinto shares
• Does Macquarie rate BHP shares a buy, hold or sell right now?

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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

A stronger gold production forecast for FY27 from Regis Resources Ltd (ASX: RRL) has failed to impress the analysts at Macquarie, who have downgraded their price target on the company.

The Macquarie team still thinks investors can prosper, however, with an outperform rating on the stock and a bullish price target, which we’ll get to shortly.

First, let’s look at what Regis said in a statement to the ASX late last week.

How much gold will Regis Resources produce?

The company said it expected to produce 360,000 to 400,000 ounces of gold this financial year across its Duketon and Tropicana operations, at an all-in sustaining cost of $2,990 to $3,390 per ounce.

This compares to 379,000 ounces produced in FY26. The company also expects to spend $80 to $90 million on exploration.

Regis added:

Duketon gold production for FY27 is expected to be higher than FY26 and slightly skewed towards the second half of the year. The increase is a result of higher production from Garden Well and Rosemont. AISC guidance reflects increased diesel price assumptions along with the previously noted inclusion of the opportunistic higher cost ounces from BuckWell. At Tropicana, production guidance is down slightly year on year. Lower open pit ore production at Havana results in a higher proportion of lower grade stockpile mill feed, compared to FY26. AISC impacts of this lower production are reflected in the guidance for this year.

The company will also spend $30 to $35 million at its McPhillamys project as it progresses towards a final investment decision (FID) expected in the first half of calendar year 2028.

ASX gold shares still looking like good value

Macquarie said in its note to clients that the midpoint of the company’s guidance, 380,000 ounces, was 3% below Visible Alpha consensus estimates, while costs were higher.

But the analysts said the company had plenty of options.

With more than $1.1 billion cash in the bank and limited short-term growth capex requirements, RRL has ample scope for increased capital management and longer dated growth optionality such as McPhillamys which has pre-production capital requirements of $1.08 billion under the Integrated Waste Landform (IWL) construction approach. But with FID not expected before 1HCY28, RRL has significant optionality to continue to build cash, increase capital management, or look to further M&A opportunities.

Macquarie said the company’s dividend yield of about 6% is “exceptional” for a gold stock, and Regis had the balance sheet capacity to increase this.

Following Regis’ update, Macquarie has reduced its price target on the company from $8 to $6.80, compared to $5.66 at the time of writing.

The post Which ASX gold stock has Macquarie tipped to jump more than 20%? appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• Regis Resources upgrades FY27 production guidance and cost outlook
• Buy, hold, sell: Regis Resources, Mineral Resources, Woolworths shares
• Regis Resources steps back from Vault Minerals bid, secures break fee
• Gold, cash, and a takeover twist: Why this ASX 200 gold stock is climbing 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 recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The biggest dividend yields on the ASX can be tempting. More income today sounds great, but a successful ASX dividend portfolio isn’t built by chasing the highest payout.

The real goal is to own high-quality businesses that can keep paying – and ideally growing – their dividends through economic booms, recessions, and everything in between.

Start with reliable cash flow

If you want dividends that last, begin with companies that generate consistent earnings.

Take Woolworths Group Ltd (ASX: WOW). Grocery shopping isn’t glamorous, but it’s incredibly resilient. Whether the economy is booming or slowing, Australians still need food, household essentials, and everyday necessities.

Sure, Woolworths faces competition and rising costs, but its defensive business model has helped it deliver dependable cash flow for decades. That’s exactly what income investors want for their ASX dividend portfolio.

Add essential services

Next, look for businesses people simply can’t live without. Telstra Group Ltd (ASX: TLS) fits that description. Australians rely on its mobile and broadband networks every day for work, streaming, banking, shopping, and staying connected.

While Telstra continues investing heavily in its network and faces competitive pressure, telecommunications remain an essential service, supporting relatively stable earnings and dividends.

Diversify your income

Here’s where many dividend investors go wrong. They overload their ASX dividend portfolio with banks or miners.

Instead, spread your income across different industries.

APA Group (ASX: APA) owns and operates thousands of kilometres of gas pipelines and energy infrastructure across Australia. These long-life assets generate relatively predictable cash flows through long-term contracts, making APA a popular choice for income investors.

Property can also deserve a place. HomeCo Daily Needs REIT (ASX: HDN) owns neighbourhood shopping centres anchored by supermarkets and other essential retailers. Because many tenants sign long-term leases, rental income tends to be relatively stable.

Investors should still keep an eye on interest rates, debt levels, and tenant quality, but selective exposure to property can add another valuable income stream.

Don’t forget dividend growth

A high dividend today doesn’t guarantee a high dividend tomorrow. The best ASX dividend portfolios also include companies capable of growing their earnings over time.

BHP Group Ltd (ASX: BHP) has rewarded shareholders handsomely over the years through both capital growth and dividends. While mining profits can fluctuate with commodity prices, BHP’s world-class assets and strong balance sheet position it well over the long term.

Wesfarmers Ltd (ASX: WES) is another standout. Its dividend yield isn’t usually among the highest on the ASX, but that’s missing the point.

The retail and industrial giant has consistently reinvested capital, improved its businesses, and allocated money to attractive growth opportunities. Over time, that has translated into steadily rising earnings and a growing dividend.

Foolish takeaway

Building a successful ASX dividend portfolio isn’t about chasing the biggest yield.

It’s about owning high-quality businesses across different sectors that generate reliable cash flow today while still having room to grow tomorrow. That combination can help investors build an income stream that not only lasts for decades but has the potential to keep growing alongside it.

The post How to build an ASX dividend portfolio that keeps paying you for decades appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: SKS Technologies, Yancoal, Wesfarmers shares
• Here’s the dividend forecast out to 2028 for Woolworths shares
• What is Morgan’s updated view on Rio Tinto and BHP shares?
• 5 things to watch on the ASX 200 on Monday
• How much is needed in superannuation to target a $100,000 annual passive income?

Motley Fool contributor Marc Van Dinther has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Wesfarmers. The Motley Fool Australia has positions in and has recommended Apa Group and Telstra Group. The Motley Fool Australia has recommended BHP Group, HomeCo Daily Needs REIT, and Wesfarmers. 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) ended the day with the smallest of declines. The benchmark index edged 5.4 points lower to 8,791.3 points.

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

ASX 200 to tumble

The Australian share market looks set for a poor session on Tuesday following a mixed night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 39 points or 0.45% lower. In late trade in the United States, the Dow Jones is down 0.65% and the S&P 500 is down 0.2%, but the Nasdaq is edging higher.

Navigator Global shares given buy rating

Navigator Global Investments Ltd (ASX: NGI) shares could be in the buy zone according to Morgans. This morning, the broker has retained its buy rating on the investment company’s shares with a reduced price target of $3.13 (from $3.39). It commented: “NGI has released its June 2026 (4Q26) AUM update. We saw this as another broadly solid quarter, marked by a +6% increase in group ownership-adjusted AUM despite volatile markets, and with continued robust quarterly net flows into Lighthouse (+US$690m). We revise our NGI FY26F/FY27F EPS by +1%/-2%/-4%, with higher AUM forecasts offset by slightly lower operating margin assumptions. Our price target is reduced to A$3.13 (previously A$3.39). With >20% upside remaining to our PT, we maintain our BUY recommendation.”

Oil prices rise again

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have another good session after oil prices rose overnight. According to Bloomberg, the WTI crude oil price is up 1.5% to US$83.75 a barrel and the Brent crude oil price is up 1.4% to US$89.33 a barrel. Traders have been bidding oil higher following an increase in US-Iran tensions.

Gold price eases

It could be a subdued session for ASX 200 gold shares Genesis Minerals Ltd (ASX: GMD) and Capricorn Metals Ltd (ASX: CMM) after the gold price eased overnight. According to CNBC, the gold futures price is down 0.2% to US$4,012 an ounce. Concerns about US interest rate increases are weighing on the precious metal. 

Buy Regis Resources shares

Regis Resources Ltd (ASX: RRL) shares could still be undervalued according to analysts at Bell Potter. This morning, in response to the gold miner’s production and cost guidance, the broker has retained its buy rating with a trimmed price target of $8.45 (from $9.45). It said: “The midpoint of FY27 production guidance is in-line with our forecast (~380koz) and FY26 actual (379koz), while noting there is upside to ~400koz. Duketon is forecast to lift production ~10% YoY, offsetting lower production at Tropicana. Overall, AISC are ~13% above our current group forecast (A$2,650/oz) as higher cost ounces are brought into the mine plan at Duketon and diesel cost inflation comes through the cost base at both operations.”

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

More reading

• Broker tips more than 30% upside for this ASX financials stock
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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.

S&P/ASX 200 Index (ASX: XJO) mining shares outperformed in FY26.

The materials sector, dominated by miners, was the best-performer of the 11 ASX 200 market sectors.

ASX 200 materials shares gained 47% in value and delivered a total return, including dividends, of 52% in FY26.

This compares to a more subdued performance across the broader market.

S&P/ASX 200 Index (ASX: XJO) shares rose by just under 3%, and delivered total returns of 7% in FY26.  

The long-term outlook for mining is bright, but experts say it’s time to sell these ASX shares after an impressive run in FY26.

Rio Tinto Ltd (ASX: RIO)

Rio Tinto was among the ASX 200 large-cap shares that generated the most share price growth in FY26.

The Rio Tinto share price rose 61% in FY26 amid strong demand and rising prices for lithium and copper.

Last week, Rio Tinto released its 2Q FY26 production report.

The miner said it increased copper production by 3% and lithium production by 20% year over year.

Global iron ore sales were also 5% higher.

Rio Tinto CEO Simon Trott commented:

We are delivering growth as we drive performance across the group, with copper equivalent production up 3 per cent in the first half.

Our scale, geographical diversification and sophisticated supply chains continue to underpin our resilience and strong operational performance despite ongoing geopolitical uncertainty throughout the period.

Rahul Anand from Morgan Stanley reiterated his sell rating on Rio Tinto shares after reviewing the report.

He has a 12-month price target of $149, implying about a 6% downside from here.

Evolution Mining Ltd (ASX: EVN)

The Evolution Mining share price increased 51% in FY26.

Evolution benefitted from a continuing increase in the gold commodity price, however, the 18% lift was subdued compared to FY25.

Last week, the gold miner released its 2Q FY26 report.

Evolution said it produced 180,000 ounces of gold and 19,000 tonnes of copper in the June quarter.

Total FY26 production came in at 715,000 ounces of gold and 66,000 tonnes of copper.

Evolution’s all-in sustaining cost (AISC) for gold production in FY26 was AU$1,717 per ounce.

That leaves plenty of profit margin for Evolution, with the gold price currently above US$4,000 per ounce, equivalent to AU$5,725 per ounce.

Evolution reported record operating mine cash flow of $3,394 million and net mine cash flow of $2,079 million.

Managing Director and CEO, Lawrie Conway, said:

FY26 continued to build on the improved consistent performance of the past couple of years, meeting Group production and cost guidance.

We are now fully unhedged and in a net cash position with a cash balance of $1,347M.

All high-return organic growth projects remain on schedule and budget.

Jarden maintained its sell rating on Evolution Mining shares with an $8.20 target after reviewing the report.

This suggests a potential 20% downside for FY27.

The post 2 ASX mining shares to sell: experts appeared first on The Motley Fool Australia.

More reading

• What is Morgan’s updated view on Rio Tinto and BHP shares?
• Buy, hold, sell: BHP, CBA, and Rio Tinto shares
• Should you buy Rio Tinto and these ASX shares?
• How much do I need in my superannuation to earn an annual $60,000 passive income?
• 5 things to watch on the ASX 200 on Friday

Motley Fool contributor Bronwyn Allen 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.

Investing in ASX ETFs (or exchange traded funds) is one of the simplest ways to build wealth over the long run.

You don’t need to pick individual winners, nor do you need to time the market.

ASX investors can simply buy a basket of shares in a single trade.

Here are three ASX ETFs that make long-term investing genuinely easy.

Why ASX ETFs suit long-term investors

ASX ETFs give you instant diversification, as one fund unit can hold hundreds or even thousands of companies.

If one business stumbles, the others help cushion the blow.

ETFs are also, generally speaking, cheap to own. Many of the most popular funds charge a fraction of what an active manager would.

For investors, lower fees mean more of the return stays in your pocket.

And they trade on the ASX just like any share: investors can buy or sell ETFs during market hours with a few clicks.

Here are three ASX-listed ETFs that take the guesswork out of investing.

Vanguard Australian Shares ETF (VAS)

The Vanguard Australian Shares Index ETF (ASX: VAS) is the largest ETF on the ASX.

It tracks the S&P/ASX 300 Index, meaning that one trade gives you exposure to the top 300 Australian companies.

Investors instantly get the big banks, the major miners, and many more of the companies that make the ASX what it is.

Vanguard charges a management fee of just 0.07% per year.

VAS also pays regular quarterly distributions, which come primarily from franked Aussie dividends.

For a low-cost core holding, VAS is tough to beat.

iShares S&P 500 ETF (IVV)

As opposed to VAS, the iShares S&P 500 ETF (ASX: IVV) opens the door to the United States for ASX investors.

The ETF tracks the 500 largest US-listed companies, including companies like Apple Inc (NASDAQ: AAPL), Microsoft Corp (NASDAQ: MSFT), and Nvidia Corp (NASDAQ: NVDA).

So why invest in the US rather than in Australia? Well, the S&P 500 has delivered an average annual return of around 10% over the very long term.

True to form, in 2025, IVV gave Australian investors a total return of 10.13%.

However, IVV also introduces new risks, including foreign exchange risk. Currency moves between US and Australian dollars can lift or lower those returns in any given year.

But as a long-term US holding, IVV is a firm favourite, and like VAS, also carries a very low management fee of 0.04%.

Vanguard MSCI Index International Shares ETF (VGS)

The Vanguard MSCI Index International Shares ETF (ASX: VGS) casts the net even wider.

This ETF holds shares across 22 developed markets, including the US, Japan, the UK, and Europe.

In 2025, VGS delivered a total return of 13.34%, comprising 9.81% in capital growth and a 3.53% distribution yield.

The fund charges 0.18% per year.

Unlike the other two ETFs, investors in VGS benefit from international diversification, which reduces volatility and should, in theory, increase risk-adjusted returns.

For broad international diversification, VGS is a standout.

Foolish takeaway for ASX ETFs

These three ASX ETFs cover Australia, the US, and the wider world.

Together, they form a simple, low-cost foundation for a long-term portfolio.

Investors can hold all three, or start with just one, keeping in mind that VGS and IVV overlap heavily on US shares.

Past returns are also never a guarantee of future performance.

But for hands-off investors, these ASX ETFs make building wealth about as easy as it gets.

The post 3 ASX ETFs that make long-term investing easy appeared first on The Motley Fool Australia.

More reading

• VAS vs VGS: Which Vanguard ETF is winning so far this year?
• Should I target high growth or balanced strategies for my superannuation?
• Own Vanguard ASX ETFs? It’s dividend payday!
• 3 ways to get from $100,000 to $500,000 in retirement savings
• 3 amazing ASX ETFs I’d buy this month

Motley Fool contributor Mark Verhoeven 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 Apple, Microsoft, Nvidia, and iShares S&P 500 ETF. The Motley Fool Australia has recommended Apple, Microsoft, Nvidia, Vanguard Msci Index International Shares ETF, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It has been a difficult year for ASX financials stock Navigator Global Investments Ltd (ASX: NGI). 

Navigator is a holding company – one that holds interests in other companies. 

It describes itself as an alternative asset management company with diverse partnerships across investment styles, product types, and client bases. 

The Company has 29 Partner Firms (of which 17 form the NGI Stable Growth Portfolio), all of which are established alternative asset managers who operate businesses diversified across investment style, product type and client base.

Year to date, its share price has fallen approximately 20%. 

However, Morgan’s has updated its outlook following the company’s Assets Under Management Update.

What did the company report?

Last week, Navigator Global Investments announced: 

• Ownership-adjusted AUM increased by 6% to USD33.6 billion in Q4, up 21% over the last 12 months
• NGI Strategic AUM up 3% to over USD13 billion
• Total Partner Firm AUM up 7% to USD104 billion.

Speaking on the results, the company said ongoing geopolitical uncertainty, interest rate volatility and changing market conditions continue to create both opportunities and challenges for alternative investment strategies.

Looking to FY27, the company said there is a focus on continued AUM growth across LHP and NGI Strategic in Q4 provides a solid platform entering FY27, supplemented by the expected contributions from the NGI Stable Growth Portfolio.

Morgan’s updated view 

Yesterday, this ASX financials stock closed trading at $2.38 per share. 

The team at Morgans provided commentary on the company following its AUM release. 

NGI has released its June 2026 (4Q26) AUM update. We saw this as another broadly solid quarter, marked by a +6% increase in group ownership-adjusted AUM despite volatile markets, and with continued robust quarterly net flows into Lighthouse (+US$690m). 

We revise our NGI FY26F/FY27F EPS by +1%/-2%/-4%, with higher AUM forecasts offset by slightly lower operating margin assumptions. Our price target is reduced to A$3.13 (previously A$3.39). With >20% upside remaining to our PT, we maintain our BUY recommendation.

Despite lowering its price target, the updated target price from Morgans indicates a 31% upside for the ASX financials stock. 

Morgans isn’t the only broker with an optimistic view for this company. 

Recently, the team at Macquarie has a price target on the company of $3.28 along with an outperform rating. 

Macquarie said the company has a strong platform entering FY27. 

The post Broker tips more than 30% upside for this ASX financials stock appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• Macquarie tips three ASX finance companies to return better than 30%

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.

WiseTech Global Ltd (ASX:WTC) shares have been one of the most painful holdings on the ASX over the past year.

The logistics software company was once an undisputed market darling. Today, it is a battleground stock.

So when will WiseTech shares finally bottom out?

Let’s dig in.

Why WiseTech shares have crashed

The damage for ASX investors has been severe.

WiseTech shares are down roughly 50% in 2026 and around 70% over the past 12 months.

They remain a long way below their 52-week high of $121.31.

Curiously, the problem is not the underlying business, as demand for WiseTech’s CargoWise platform remains solid. As a result, the company is still profitable and still growing.

The real issue is governance.

Investors grew uneasy about scrutiny surrounding founder Richard White. Recent reports have emerged of an Australian Federal Police investigation into White. The allegations centre on claims that he exploited a woman’s immigration and financial situation and provided false information on a visa application.

The complaint reportedly came from a former WiseTech cleaner.

Markets can cope with bad news, but what they cannot stand is uncertainty. This uncertainty has weighed heavily on WiseTech shares.

It is also not the first time White has been caught up in scandal. He previously stepped down as CEO after a wave or reports about secret relationshps with women linked to the company. Another scandal involved allegations that he used company shares and company-related arrangements in ways that were not fully transparent.

What could help WiseTech shares bottom out?

A few things would need to fall into place.

First, the company has moved to clean up its governance. White stepped down as Chair, although he remains on the board as an Executive Director. Raelene Murphy has taken over as Independent Chair.

Bell Potter views that appointment as a positive move. The broker has retained a buy rating and $71.75 price target on WiseTech shares, arguing that the stock looks cheap on an FY27 EV/EBITDA multiple of around 15 times.

That compares to roughly 27 times for rival TechnologyOne Ltd (ASX: TNE).

Second, investors want proof in the numbers, and the FY26 full-year result in August looms as a key catalyst.

A solid result with reassuring FY27 guidance could help the shares find a floor. Resolution of the legal matters surrounding White would help, too.

Until then, expect the volatility to continue.

Foolish takeaway

So, when will WiseTech shares bottom out?

Nobody can call the exact low.

The business itself still looks strong, and brokers see substantial upside from here, but sentiment will likely stay volatile until the governance cloud lifts.

For patient investors, the coming FY26 result could be the moment WiseTech shares finally turn a corner.

The post When will WiseTech shares bottom out? appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Sigma Healthcare, Wisetech Global, CBA shares
• Why WiseTech shares could rocket 100%
• 5 things to watch on the ASX 200 on Monday
• Are Macquarie, Qantas, and WiseTech shares buys?
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Mark Verhoeven 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 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.

S&P/ASX 200 Index (ASX: XJO) shares rose 2.77% and delivered total returns, including dividends, of 7% in FY26.  

Here, we review three fresh buy, hold, and sell calls from expert market analysts.

Weebit Nano Ltd (ASX: WBT)

The Weebit Nano share price soared 414% in FY26 to finish at $8.35 per share.

This was a vastly different performance to many of its peers, which suffered major declines amid a broader tech sector rout. 

Weebit develops advanced semiconductor memory technology.

Mark Elzayed from Investor Pulse reckons there’s more growth ahead for this ASX tech share.

He explains his buy rating on The Bull this week:

Licensing deals with Texas Instruments and onsemi have contributed to company performance. Revenue guidance of $10 million in full year 2026 and a recent capital raising of $102 million fortifies the balance sheet for artificial intelligence and research development.

The shift towards a recurring royalty model generates long term operating leverage.

Momentum and news flow are positive, although the multi year path from licence to royalty income remains the key execution risk.

Metals X Ltd (ASX: MLX)

The Metals X share price ripped 142% to close out FY26 at $1.32.

Elzayed has a hold rating on this ASX materials share.

He explained:

The company is Australia’s largest tin producer. It has a 50 per cent equity interest in the Renison tin operation in Tasmania.

Revenue of $285 million in full year 2025 was up 30 per cent on the prior corresponding period.

However, much of this tin market tightness and consolidation now appears priced into the stock.

The stock is already reflecting a bullish structural tin thesis.

So, in our view, MLX is better suited to holding than buying at these levels.

Pro Medicus Ltd (ASX: PME)

The Pro Medicus share price fell 29% in FY26 amid a savage healthcare sector downturn. 

However, the stock price of this medical imaging software provider has been recovering strongly since hitting a 52-week low of $107.75 in February.

Pro Medicus shares are up by more than 70% since hitting that floor.

The broader healthcare sector pivoted on 3 June and is also rapidly rising.

Tony Locantro from Alto Capital has a sell recommendation on this ASX 200 healthcare share.

Locantro explained:

The company recently delivered an outstanding first half result in full year 2026. Underlying earnings before interest and tax was up 29.7 per cent and revenue was up 28.4 per cent amid securing more than $A280 million in new contract wins.

Despite these exceptional fundamentals, the company’s premium valuation reflects high market expectations and leaves limited room for disappointment.

While Pro Medicus remains a best-in-class business with strong long term prospects, the current risk-reward balance supports a view to trim holdings at current levels.

The post Buy, hold, sell: Weebit Nano, Metals X, Pro Medicus shares appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

These pummeled ASX healthcare shares have both endured brutal share price declines over the past year.

CSL Ltd (ASX: CSL) shares started the week down 0.6% to $122.61. Despite rebounding 13% over the past month, they’re still down around 51% over the past 12 months. Cochlear Ltd (ASX: COH) shares slipped 0.4% on Monday to $119.00, leaving them up 4% over the past month but down an even steeper 61% over the past year.

So, are these former market darlings now genuine buying opportunities or value traps?

CSL: Waiting for earnings to recover

For decades, this $59 billion ASX healthcare share earned its reputation as one of the ASX’s highest-quality companies, driven by global leadership in plasma therapies and a long history of consistent earnings growth.

That reputation has taken a hit. A series of earnings downgrades, leadership changes, and around US$5 billion of non-cash impairments tied largely to the CSL Vifor acquisition have weighed heavily on investor sentiment.

The latest disappointment came in May, when management guided FY26 revenue of approximately US$15.2 billion and NPAT of around US$3.1 billion, both below market expectations. The company also flagged another US$5 billion of non-cash impairments across FY26 and FY27.

Despite that, analysts aren’t entirely bearish. According to TradingView data, 10 of the 18 brokers covering CSL now rate the stock as a hold, while the remaining eight have buy or strong buy recommendations. The average price target sits at $138.88, implying around 13% upside.

UBS remains among the bulls with a $158 target price, arguing much of the bad news surrounding Vifor is already reflected in the share price. The most optimistic analysts see gains of around 60% over the next year.

Cochlear: A temporary stumble?

April marked one of the toughest periods in Cochlear’s history.

The hearing implant leader shocked investors after reporting weaker-than-expected demand across developed markets and disruption to shipments caused by conflict in the Middle East.

Management of the ASX healthcare share slashed FY26 underlying profit guidance from $435 million-$460 million to just $290 million-$330 million, triggering a one-day share price collapse of more than 40%.

Yet the company’s competitive position remains largely intact. Cochlear still controls roughly half the global cochlear implant market, underpinned by decades of product innovation, clinical expertise, and strong relationships with surgeons worldwide.

Its long-term growth opportunity also remains compelling. More than six million people in developed markets are estimated to be eligible for cochlear implants, but only around 3% have received one.

Broker sentiment is cautious. Hold remains the most common TradingView recommendation, with an average target price of $127.14, implying roughly 7% upside.

However, six analysts still rate the shares as a buy or strong buy, with the highest target suggesting upside of around 43%. Two analysts recommend selling, with the lowest target price implying almost 16% downside.

Foolish takeaway

Both ASX healthcare shares remain global leaders with durable competitive advantages, but they are also working through company-specific challenges that have dented investor confidence.

For long-term investors, the sharp share price falls may present an opportunity. However, neither company has yet fully restored market confidence, meaning patience may be required before either regains its former market-leading status.

The post Down 50%+: Are these ASX healthcare shares finally worth buying? appeared first on The Motley Fool Australia.

More reading

• Could CSL shares double from here? Here’s what the experts think
• Here’s why I’d buy and hold CSL and Cochlear shares for 10 years
• Here’s what brokers tip for CSL shares over the next 12 months
• How have CSL shares performed over 10 years?
• Cochlear shares have bounced 16%. Should you buy, hold, or sell now?

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