Author: openjargon

  • What’s Bell Potter’s view on A2 Milk shares after earnings results?

    A woman sits with a glass of milk in front of her as she puts a finger to the side of her face as though in thought while her eyes look to the side as though she is contemplating something.

    The a2 Milk Co Ltd (ASX: A2M) share price shot almost 7% higher yesterday as the company enjoyed strong earnings season momentum. 

    It is in the business of producing, marketing and selling branded dairy and infant milk formula (IMF) products in Australia, New Zealand, China, US and UK. A2M branded milk contains only A2 Protein rather than both A1 and A2 proteins which are found in regular cows’ milk.

    What did A2 Milk report yesterday?

    The company released 1H26 Results which included revenue up 18.8% on the prior corresponding period.

    Underlying EBITDA also grew strongly, up 25.9% to NZ$164.8 million, while underlying net profit after tax increased 19.6%.

    A2 Milk also upgraded its guidance for FY2026. 

    According to the release, management now expects revenue growth in the mid double-digit percentage range, up from low double-digits. 

    Finally, it declared an interim dividend of 11.5 NZ cents per share, up 35.3% year-on-year. 

    Investors gobbled up A2 Milk shares following the results, as its share price closed 6.8% higher on Monday. 

    It is now up approximately 27% over the last year, despite facing significant volatility

    What is Bell Potter’s outlook?

    Following the results, the team at Bell Potter released updated guidance on A2 Milk shares. 

    The broker said Bell Potter said A2 Milk’s 1H26 result was ahead of expectations, with revenue, EBITDA and underlying NPAT all beating forecasts. 

    It also highlighted that Infant milk formula (IMF) revenue rose 14%, supported by strong English label growth, while operating cashflow improved and the balance sheet remains solid despite lower net cash following asset transactions.

    Additionally, performance at the Pokeno facility was better than expected, with smaller EBITDA losses and improved FY26 loss guidance. 

    Management upgraded top-line growth and margin guidance, though operating cash conversion was slightly downgraded and capex increased.

    NPAT changes are +8% in FY26e, +5% in FY27e and +6% in FY28e. Changes reflect the performance in 1H26, downward movements in birth rates and changes in FX, interest and a tax rates.

    Modest upside

    Based on this guidance, Bell Potter retained its hold recommendation on A2 Milk shares. 

    It also slightly lowered its price target to $9.55 (previously $9.70). 

    From yesterday’s closing price of $9.10, this indicates an upside of approximately 4.95%. 

    A2M is likely to benefit from a flight to safety in the near term. Despite the headwinds of lower birth rates, A2M should be capable of delivering reasonable growth to FY28e executing on backward integration, which should be lower risk.

    The post What’s Bell Potter’s view on A2 Milk shares after earnings results? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in The a2 Milk Company Limited right now?

    Before you buy The a2 Milk Company Limited 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 The a2 Milk Company Limited 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 Jan 2026

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    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.

  • Where to next for Webjet shares after a 26% crash?

    Couple at an airport waiting for their flight.

    Webjet Group Ltd (ASX: WJL) shares are in focus today after a disappointing start to the week. 

    Webjet is an Australian online travel company known for its popular website that allows customers to compare and book flights, hotels, and holiday packages.

    Yesterday, its share price tumbled 2.6%. 

    This follows on from the losses from Friday last week which saw Webjet shares tumble more than 20% after the announcement of a failed takeover bid.

    What happened?

    Helloworld Travel Ltd (ASX: HLO), which already owns a stake in Webjet, made a conditional offer to buy the rest of the company late last year. 

    Here is the timeline: 

    • 19 November 2025 Webjet announced it had received a non-binding and indicative offer from Helloworld Travel o acquire 100% of the shares in Webjet that Helloworld did not already own by way of a scheme of arrangement at an all-cash price of A$0.90 per share. 
    • 21 November 2025 Webjet announced it had received a revised non-binding and indicative offer from BGH Capital to acquire all the shares in Webjet not already owned by BGH and its associates via an off-market takeover at an all-cash price of A$0.91 per share (Revised BGH Proposal).

    However, after several weeks of due diligence and negotiations, neither Helloworld nor BGH Capital submitted a formal binding proposal that Webjet’s board felt was certain and attractive enough. 

    According to a release Webjet ended the talks and the proposed takeover ended. 

    What now?

    Webjet management reinforced that its time, focus and resources should return wholly to executing the company’s existing strategy.

    After yesterday’s share price fall, Webjet shares are trading at $0.56. 

    That’s a decline of 26% across two days of trading. 

    It now sits almost 36% lower than the start of the year. 

    So, could this be an opportunity to buy the dip?

    Morgans weighs in 

    In a note out of the team at Morgans, the broker said Webjet has downgraded its FY26 EBITDA guidance by another 7-9%.

    Earnings uncertainty remains high given cyclical and structural threats and at a time when WJL is investing in its business for longer term success. 

    Given WJL is no longer in play, focus returns to the fundamentals of the business which look challenged in the near term.

    The broker has retained a hold rating on Webjet shares. 

    It also has updated its price target to $0.61.

    From yesterday’s closing price, that indicates an upside of approximately 9%. 

    Based on this target, it seems any further share price dip could make it an attractive buy-low option. 

    The post Where to next for Webjet shares after a 26% crash? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Webjet Group right now?

    Before you buy Webjet Group 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 Webjet Group 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 Jan 2026

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    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.

  • Why this buy-rated ASX All Ords share is tipped to surge 31%

    A man in a business suit holds his coffee cup aloft as he throws his head back and laughs heartily.

    ASX All Ords share Humm Group Ltd (ASX: HUM) had a rough start to the week.

    Shares in the diversified financial services company closed on Monday trading for 68.5 cents apiece, down 3.52%.

    For some context, the All Ordinaries Index (ASX: XAO) closed the day up 0.27%.

    That loss sees Humm shares down 0.72% since this time last year.

    Though those losses will have been greatly eased by the two fully-franked dividends the ASX All Ords share paid out over the past 12 months. Humm shares currently trade on a fully-franked trailing dividend yield of 3.28%

    Following Humm’s half-year results release (H1 FY 2026) last Wednesday, the team at Ord Minnett reiterated their buy rating on Humm shares, forecasting a much more profitable year ahead for stockholders.

    What did Humm report?

    For the six months to 31 December, Humm reported statutory profit (after tax) of $13.9 million, up 13% from the prior half year (H2 FY 2025). Assets under management of $5.4 billion were down 1.9%.

    The ASX All Ords share declared a fully-franked interim dividend of 1.5 cents per share. At Monday’s closing price, that represents a pending yield of 2.2%.

    If you’d like to bank that passive income payout, you’ll need to own shares by market close this Wednesday. Humm shares trade ex-dividend on Thursday, 19 February.

    Commenting on the half-year results, Humm CEO Angelo Demasi said:

    1H26 demonstrates disciplined execution, stable net interest income and net interest margin through the cycle. Credit quality remains robust, supported by ongoing enhancements to origination scorecards and a continued focus on higher‑quality assets.

    Why Ord Minnett is bullish on this ASX All Ords share

    Commenting on Humm’s half-year results, Ord Minnett noted:

    Humm Group’s 1H26 was a slight miss at the reported line, however this was skewed by a number of ‘one-off’ charges – when we focus on the Net operating income line, it delivered a 1% beat against our forecasts.

    And Ord Minnett was pleased with the net interest margin Humm managed to achieve.

    According to the broker:

    Whilst were slightly softer, net interest margin of ~5.5% was a pleasant surprise. The business is clearly in a transformation phase (with investments being made in the humm loan product, the transformation) – once completed, these should put HUM in a stronger footing to deliver growth.

    Connecting the dots, Ord Minnett said, “With the stock trading on only 8.9x PE [price to earnings ratio] for FY26, we retain our buy rating on valuation grounds.”

    Ord Minnett has a price target of 87 cents per share for the ASX All Ords share. That represents a potential upside of 27% from Monday’s closing price.

    The post Why this buy-rated ASX All Ords share is tipped to surge 31% appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Humm Group Limited right now?

    Before you buy Humm Group Limited 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 Humm Group Limited 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 Jan 2026

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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 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.

  • PEXA Group: Divestment drives strategy shift

    Mini house on a laptop.

    Yesterday afternoon, PEXA Group Ltd (ASX: PXA) announced plans to exit its majority-owned Digital Solutions businesses, leading to around $26 million in net impairments and an update to its FY26 guidance.

    What did PEXA Group report?

    • Decision to exit majority-owned Digital Solutions businesses, classified as ‘held for sale’ and discontinued operations
    • C$26 million in net impairments expected to be recognised
    • Significant items of $7–8 million to be recognised in 1H26, excluding impairments
    • FY26 group revenue guidance restated to $395–415 million, down from $405–430 million previously
    • FY26 group EBITDA margin guidance upgraded to 34–37% (from 32–35%)
    • FY26 group core NPAT guidance lifted to $15–25 million (from $5–15 million)
    • FY26 group CAPEX guidance reduced to $50–55 million (from $60–65 million)

    What else do investors need to know?

    PEXA’s move comes after a strategic review found the Digital Solutions businesses weren’t the best long-term fit for the group. These businesses, including Value Australia and .id, will be divested by mid-2026, and their financials will be reported as discontinued operations for FY25 and FY26.

    Costs related to redundancies and restructuring of around $7–8 million will be recognised in the first half of FY26. The company expects its cost optimisation program to deliver more than $10 million in annual cash savings. Management has already completed exits from Land Insight and Elula, with sale proceeds to be used for future growth initiatives.

    What did PEXA Group management say?

    CEO and Group Managing Director of PEXA Russell Cohen said:

    Our decision to exit the Digital Solutions businesses reflects our disciplined focus on our core capabilities to drive long-term, profitable growth for our shareholders. While quality assets with strong management teams, the strategic review confirmed that PEXA was not the best long-term natural owner of these businesses… management is fully focused on accelerating our growth strategy and unlocking value from existing operations and future opportunities.

    What’s next for PEXA Group?

    PEXA is now focused on its core operations, integrating remaining relevant products into its “Australia” segment, and targeting continued growth in its home and UK markets. Updated guidance points to improved profit margins and cash efficiency, with capital redeployed to support the group’s long-term strategy.

    Investors can expect a full update and results commentary at the 1H26 results briefing on 27 February 2026. The company will continue to seek opportunities to unlock value from its core platform and maintain a disciplined approach to capital management.

    PEXA Group share price snapshot

    Over the past 12 months, PEXA Group shares have risen 17%, outperforming the S&P/ASX 200 (ASX: XJO) which has risen 5% over the same period.

    View Original Announcement

    The post PEXA Group: Divestment drives strategy shift appeared first on The Motley Fool Australia.

    Should you invest $1,000 in PEXA Group right now?

    Before you buy PEXA Group 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 PEXA Group 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 Jan 2026

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    Motley Fool contributor Laura Stewart 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 PEXA Group. The Motley Fool Australia has positions in and has recommended PEXA Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

  • Here are the top 10 ASX 200 shares today

    Ten happy friends leaping in the air outdoors.

    The S&P/ASX 200 Index (ASX: XJO) managed to kick off the new trading week on a positive note this Monday, with many ASX shares enjoying a boost in value. After a bumpy trading day, the ASX 200 closed in the green, recording a 0.22% rise by the closing bell. That leaves the index at 8,937.1 points.

    Today’s mild gains for the local market follow a mixed end to the American trading week (Saturday morning our time).

    The Dow Jones Industrial Average Index (DJX: .DJI) managed to eke out a slight rise of 0.099%.

    The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) wasn’t so lucky, though, dropping 0.22%.

    But let’s get back to this week and ASX shares now, by checking out what the different ASX sectors were doing this Monday.

    Winners and losers

    Despite the broader market’s rise, there were still a few sectors that went red today.

    Leading those losers were mining stocks. The S&P/ASX 200 Materials Index (ASX: XMJ) was sold off this session, slumping 1.04%.

    Utilities shares missed out as well, with the S&P/ASX 200 Utilities Index (ASX: XUJ) diving 0.85%.

    The other unlucky corner of the market was financial stocks. The S&P/ASX 200 Financials Index (ASX: XFJ) was sent home 0.05% lower this Monday.

    With the red sectors out of the way now, let’s get to the green ones.

    Leading the winners were tech shares, evidenced by the S&P/ASX 200 Information Technology Index (ASX: XIJ)’s 5.65% surge.

    Consumer discretionary stocks weren’t quite as enthusiastic. The S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) still powered 1.64% higher, though.

    Industrial shares were in a similar ballpark, with the S&P/ASX 200 Industrials Index (ASX: XNJ) soaring up 1.41%.

    Communications stocks also ran hot. The S&P/ASX 200 Communication Services Index (ASX: XTJ) got a 1.24% boost today.

    Healthcare shares saw decent demand as well, illustrated by the S&P/ASX 200 Healthcare Index (ASX: XHJ)’s 1.07% lift.

    Next up were gold stocks. The All Ordinaries Gold Index (ASX: XGD) bounced up by 1.01%.

    Real estate investment trusts (REITs) came next, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) enjoying a 0.99% vault higher.

    Consumer staples shares didn’t miss out either. The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) added 0.27% to its total this Monday.

    Finally, energy stocks managed to stick the landing, as you can see by the S&P/ASX 200 Energy Index (ASX: XEJ)’s 0.17% improvement.

    Top 10 ASX 200 shares countdown

    Our stop stock this session came in as shipbuilder Austal Ltd (ASX: ASB). Austal shares exploded 19.51% higher today to close at $5.82 each.

    With no fresh news out of Austal today, this looks like a rebound following Friday’s nasty sell-off.

    Here’s the rest of today’s best shares:

    ASX-listed company Share price Price change
    Austal Ltd (ASX: ASB) $5.82 19.51%
    WiseTech Global Ltd (ASX: WTC) $48.11 12.88%
    Seek Ltd (ASX: SEK) $17.10 7.95%
    Xero Ltd (ASX: XRO) $79.06 7.58%
    JB Hi-Fi Ltd (ASX: JBH) $82.40 7.46%
    Genesis Minerals Ltd (ASX: GMD) $7.38 7.42%
    Aurizon Holdings (ASX: AZJ) $3.84 6.96%
    A2 Milk Company Ltd (ASX: A2M) $9.10 6.81%
    Life360 Inc (ASX: 360) $23.51 6.77%
    TechnologyOne Ltd (ASX: TNE) $21.30 5.60%

    Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

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

    Should you invest $1,000 in Austal Limited right now?

    Before you buy Austal Limited 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 Austal Limited 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 Jan 2026

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    Motley Fool contributor Sebastian Bowen 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, Technology One, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended Life360, 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.

  • Here’s the share price I would buy Coles stock at

    Man looking at his grocery receipt, symbolising inflation.

    Investors will not hear from Coles Group Ltd (ASX: COL) this earnings season until much later this month. Coles is scheduled to drop its latest half-year earnings report on 27 February, meaning we have quite a few ASX 200 shares to get through before we hear from the supermarket operator. So today, let’s talk about the current Coles stock price and whether it is cheap enough for me.

    I’ve long advocated Coles stock as a dividend investment, perfect for income-focused investors. Its nature as a defensive consumer staples stock makes Coles a reliable provider of dividend paycheques. This is evident in Coles’ impressive dividend track record, which has seen this company reward shareholders with an annual dividend hike every year since 2019.

    However, I am not an investor who solely prioritises dividend income. I try to aim for the highest absolute returns possible in my own portfolio, whether those returns come from dividends or from capital growth.

    As such, I don’t own Coles shares at the present time. But I wouldn’t be opposed to adding this company to my portfolio, given its clear moat, pricing power, and huge store network. It would have to be at the right price, though.

    So what is the right price for Coles?

    What share price would I buy Coles stock at?

    Well, it’s not the price at the time of writing of $22.98. At this stock price, Coles is trading on a dividend yield of 3.12%. That means its shares would need to appreciate by a compounded 5.1% per annum over the years ahead just to keep up with the long-term return of the market (8.2%). That is certainly possible, but unlikely in my view. Last year, Coles reported underlying profit growth of 3.1% for its FY2025. If profits grow at 3% per annum on average going forward, it’s unlikely that its share price growth will meaningfully exceed that growth rate.

    I estimate that for Coles to be a consistent market beater, it would need to have a dividend yield of at least 5%. Given Coles paid out 69 cents per share in fully-franked dividends over 2025, we would need to see the company’s share price drop to about $13.80 to reach a 5% dividend yield.

    I’d be happy to pay $14.50 or even $15 for Coles stock, since the company has a strong track record of increasing its dividends. But I wouldn’t be paying anything close to $20, let alone the $22 the company is going for at the time of writing.

    So while I still hold the view that Coles is a strong income stock, I don’t see it as a long-term market beater at current prices.

    The post Here’s the share price I would buy Coles stock at appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Coles Group Limited right now?

    Before you buy Coles Group Limited 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 Coles Group Limited 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 Jan 2026

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    Motley Fool contributor Sebastian Bowen 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.

  • This ASX 200 tech stock is defying the AI sell off. Is it a buy?

    A woman scratches her head in dismay as she looks at a chaotic scene at a data centre.

    The NextDC Ltd (ASX: NXT) share price is trading 1.93% lower today at $13.75.

    However, despite edging lower on Monday, NextDC shares are up almost 10% over the past month. That compares with a roughly 18% decline in the S&P/ASX All Technology Index (ASX: XTX) over the same period.

    So why is this S&P/ASX 200 Index (ASX: XJO) stock holding up?

    Let’s take a closer look.

    Why are tech stocks under pressure?

    The recent sell-off has been driven by a reset in expectations around artificial intelligence (AI).

    Over the past year, many technology stocks rallied strongly on the back of AI optimism. Valuations expanded as investors priced in rapid revenue growth and long-term margin expansion.

    In recent weeks, that enthusiasm has cooled. Markets are reassessing how quickly AI spending will convert into earnings, particularly for software and platform businesses still investing heavily.

    As a result, higher growth companies have seen valuations compress sharply. That change in sentiment has weighed on the broader technology sector, including ASX-listed tech stocks.

    What does NextDC do?

    NextDC is not a software company. It develops and operates data centres that provide colocation and connectivity services to enterprises, cloud providers, and government customers.

    It owns and runs the physical infrastructure that houses servers and network equipment. These facilities are critical for cloud computing, digital services, and increasingly AI workloads, which require significant computing power and secure environments.

    Because of this model, NextDC generates recurring revenue from long-term customer contracts and capacity utilisation rather than from software licence or subscription sales.

    Recent developments

    Today, the company received development approval for its M4 Melbourne data centre project. This supports its expansion pipeline and reflects continued demand for high-quality data centre capacity in major metropolitan markets.

    NextDC has previously highlighted growth in contracted utilisation and a rising forward order book. This provides greater visibility over future revenue as new capacity comes online.

    The business continues to invest heavily in new facilities, with capital expenditure directed toward expanding its national footprint and supporting customer growth.

    Is it a buy?

    NextDC’s outperformance relative to the broader tech sector suggests investors view it more as infrastructure than as a high-growth software stock.

    Structural demand for data storage, cloud services, and high-performance computing remains solid. Even if sentiment toward software companies stays weak, the need for physical data centre capacity is unlikely to fade.

    That said, the business operates in a capital-intensive industry and continues to invest heavily in expansion. It also trades on growth expectations, which can leave the share price exposed during periods of market volatility.

    NextDC may appeal to investors seeking exposure to the infrastructure underpinning digital and AI growth.

    The post This ASX 200 tech stock is defying the AI sell off. Is it a buy? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in NEXTDC Limited right now?

    Before you buy NEXTDC Limited 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 NEXTDC Limited 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 Jan 2026

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    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.

  • 2 ASX mining stocks with buy ratings

    Machinery at a mine site.

    S&P/ASX 300 Metal & Mining Index (ASX: XMM) stocks are 0.65% lower on Monday as earnings season continues.

    Mining shares are in the midst of a great run, with the XMM index rising 42.5% over the past 12 months.

    If you’re looking for investment inspiration, here are two ASX mining stocks with buy ratings from the experts.

    Santana Minerals Ltd (ASX: SMI)

    The Santana Minerals share price is steady at 99 cents today, but is up 67% over the past 12 months.

    Santana Minerals owns the large-scale, long-life Bendigo-Ophir Gold Project (BOGP) on the South Island of New Zealand.

    Shaw & Partners has a buy rating and a 12-month share price target of $2.15 on this ASX gold share.

    This suggests a possible near-120% capital gain over the next year.

    The broker said:

    Santana Minerals Limited (ASX:SMI) has announced that the Fast-Track Approval (FTA) Panel Convener has confirmed a 140 working-day statutory timeframe for determination of the Bendigo-Ophir Gold Project (BOGP), with a decision due by 29 October 2026.

    The timeline is longer than expected (60-100 days) but now provides certainty in the process.

    Development consent is now expected to be granted in H2 CY26. 

    BOGP’s tenements cover 251 sq km in the Central Otago goldfields, 90 km northwest of OceanaGold‘s renowned Macraes gold mine.

    Shaw & Partners said the current development plan has an initial mine life of about 14 years.

    A reserve of 1.2Moz at 2.6g/t Au is contained within a resource of 2.3Moz at 2.1g/t Au. 

    Production expectations are about 120koz per year.

    Canaccord Genuity is also buy-rated on this ASX mining stock with a 12-month price target of $2.30.

    RBC Capital also rates Santana Minerals shares a buy, but it has a much more conservative price target of $1.20.

    Nexgen Energy (Canada) CDI (ASX: NXG)

    This ASX uranium mining stock is $16.27, up 1.4% today and up 68% over the past year.

    Nexgen’s flagship project, Rook I, is the largest development-stage uranium project in Canada.

    The company hopes to turn Rook I into the largest, low-cost uranium mine in the world.

    Bell Potter has a buy rating on this ASX mining stock.

    Last month, the broker raised its 12-month share price target for Nexgen from $13.05 to $19.30.

    This suggests a near-20% potential upside over the next year.

    Stuart Bromley from Medallion Financial Group also has a buy rating on Nexgen shares.

    Bromley said:

    NexGen continues its journey to become a long life and low cost uranium producer in mining friendly Canada, a geopolitically stable country.

    The company recently revealed the Patterson Corridor East discovery is expanding rapidly on multiple fronts.

    Vertical and lateral growth materially increases the mineralised footprint and leaves potential additional discoveries open at depth and along strike — precisely what the market wants from a basin-scale uranium play.

    The post 2 ASX mining stocks with buy ratings appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Santana Minerals Limited right now?

    Before you buy Santana Minerals Limited 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 Santana Minerals Limited 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 Jan 2026

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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 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.

  • Leading brokers name 3 ASX shares to buy today

    A man in his office leans back in his chair with his hands behind his head looking out his window at the city, sitting back and relaxed, confident in his ASX share investments for the long term.

    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 listed below. Here’s why they are bullish on them:

    Deep Yellow Ltd (ASX: DYL)

    According to a note out of Morgans, its analysts have retained their speculative buy rating on this uranium company’s shares with an improved price target of $2.56. The broker has been busy updating its outlook and forecasts for Deep Yellow to reflect a series of changes at the corporate, project, and macro level. It notes that key revisions include adjustments to first production timing at Tumas, its cash position, and an uplift in its bull-case uranium price assumption. This has ultimately led to a sizeable upgrade to its valuation. The Deep Yellow share price is trading at $2.38 on Monday afternoon.

    Nick Scali Limited (ASX: NCK)

    A note out of Bell Potter reveals that its analysts have retained their buy rating on this furniture retailer’s shares with a reduced price target of $25.00. The broker notes that Nick Scali’s half-year profit was comfortably ahead of expectations. It notes that this was driven by strong gross margins and operating leverage, which was well assisted by revenue growth of 13%. One negative was that its written sales orders in the ANZ market were only up 3.1% on the prior corresponding period. This was a slower start than it was expecting. Nevertheless, it remains positive. Bell Potter highlights that it continues to favour category outperformers such as Nick Scali and sees lower risk on margins in manoeuvring revenue growth vs other retailers in its coverage. The Nick Scali share price is fetching $18.26 at the time of writing.

    Northern Star Resources Ltd (ASX: NST)

    Another note out of Bell Potter reveals that its analysts have retained their buy rating on this gold miner’s shares with an improved price target of $35.00. This follows the release of a half-year update that was largely in line with expectations. While the broker concedes that there is uncertainty relating to how quickly the business can rectify remaining disruptions, it believes it is worth sticking with the miner. This is especially the case given its belief that Northern Star will hit a cashflow inflection point in FY 2028. At that point, it sees potential for capital returns or buybacks should KCGM reach capacity ahead of cash outlays for the Hemi operation. The Northern Star share price is trading at $28.85 this afternoon.

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

    Should you invest $1,000 in Deep Yellow Limited right now?

    Before you buy Deep Yellow Limited 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 Deep Yellow Limited 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 Jan 2026

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

  • Up 23%: Everything you need to know about the massive JB Hi-Fi dividend

    A woman wearing headphones looks delighted and animated on news she's receiving from her mobile phone that she is holding close to her face.

    ASX earnings season is continuing with gusto this week. Today, we’ve heard from a number of ASX 200 shares, including JB Hi-Fi Ltd (ASX: JBH). Income investors will certainly want to check out the new JB Hi-Fi dividend.

    As we went through this morning, it was a fairly impressive earnings report that we saw from JB today.

    The entertainment and appliance retailer posted its numbers for the six months to 31 December. Over this period, JB brought in $6.1 billion in total sales revenue, a solid 7.3% rise over the same period in 2024. JB also revealed earnings before interest and tax of $454 million, up 8.1%. That translated into an earnings per share (EPS) metric of $2.797, up 7.1%.

    On the bottom line, JB unveiled a net profit after tax (NPAT) of $305.8 million, also up 7.1%. The company ended the half-year with net cash of $489.5 million on its balance sheet.

    The market seems quite chuffed with what JB had to say this morning. That’s going off the fact that the JB Hi-Fi share price is currently up a comfortable 7.56% at $82.48.

    But let’s talk dividends.

    JB Hi-Fi reveals monstrous record dividend

    Income investors will be delighted with the dividend that JB Hi-Fi announced today. The company’s first dividend for 2026 will be worth a record $2.10 per share, its highest dividend ever. As is the company’s habit, this payout will come with full franking credits attached.

    This interim dividend represents a 23.5% increase on the $1.70 dividend that was announced this time last year. It is also up 2.44% on the final dividend of $2.05 per share that investors received in September. This dramatic dividend hike was enabled by JB’s change to its dividend policy, first announced last year. From these earnings, the company is aiming to now pay out between 70% and 80% of its net profits as dividends. That’s up from the previous payout ratio policy of 65%. Today’s fresh dividend is right in the middle of that range at 75%.

    This new interim dividend will be doled out next month on 13 March. Investors who don’t yet own JB shares have until 25 February this month to secure shares with the rights to this dividend attached. JB will then trade ex-dividend on 26 February. There is no dividend reinvestment plan (DRP) running on this payment though, so investors have no choice but to accept the payout in cash.

    Now that we know how much JB Hi-Fi’s latest dividend is worth, the company now trades on a forward dividend yield of 5.03% at the current share price.

    The post Up 23%: Everything you need to know about the massive JB Hi-Fi dividend appeared first on The Motley Fool Australia.

    Should you invest $1,000 in JB Hi-Fi Limited right now?

    Before you buy JB Hi-Fi Limited 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 JB Hi-Fi Limited 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 Jan 2026

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    Motley Fool contributor Sebastian Bowen 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.