Author: openjargon

  • Upgrade alert! Top broker upgrades this small-cap ASX share and predicts 75% upside

    A bearded man holds both arms up diagonally and points with his index fingers to the sky with a thrilled look on his face.

    If you have a high tolerance for risk, then it could be worth checking out the small-cap ASX share in this article.

    That’s because the team at Bell Potter has just put a buy rating on its shares. Let’s find out why it has turned bullish.

    Which small-cap ASX share?

    The share that Bell Potter has turned bullish on is Doctor Care Anywhere Group PLC (ASX: DOC).

    It is a UK-based telehealth company aiming to provide high quality, timely, and efficient primary and secondary care to patients, whilst reducing the overall cost of providing clinical services.

    Bell Potter notes that it currently provides approximately 60,000 telephone/video consults per month. The vast majority of these are provided to the families of policy holders of a large private health insurance group operating in the UK.

    The broker highlights that the small-cap ASX share has just announced an acquisition in the UK market, which it has described as a “pivotal moment” for the company. It said:

    The acquisition of MedicSpot in the United Kingdom marks a pivotal moment in the company’s evolution. It broadens the business from a single-client service provider driving +90% of revenues to a more diversified platform with the capability to serve the broader market for corporate healthcare which we believe has distinct advantages over competitors focussed on direct-to-consumer (D2C).

    MedicSpot is a healthcare and wellness platform currently targeting the direct-to-consumer market in the UK. The major assets include the website (medicspot.co.uk) and the estimated 2,500 customers ordering GLP-1 weight loss products each month, generating the estimated £5.3m in annual revenue. DOC also inherited a headcount of just 11 persons who continue to operate the business.

    The broker points out that this deal fixes a shortcoming in its offering which bodes well for future tenders. It explains:

    Weight management programs are key to virtually every new tender in this market and this element has been a shortcoming for DOC to this point. The combination of the weight loss program with the existing offering for GP, musculoskeletal and mental health services is absolutely unique in the UK with no competitor offering this combination from a single platform.

    Big potential returns

    According to the note, Bell Potter has upgraded the small-cap ASX share to a buy rating (from hold) with an improved price target of 24 cents (from 20 cents).

    Based on its current share price of 13.7 cents, this implies potential upside of 75% for investors over the next 12 months.

    Commenting on the upgrade, Bell Potter said:

    We believe the acquisition of MedicSpot for just £850K represents deep value. The business is close to breakeven at EBITDA while providing DOC with immediate access to the D2C wellness market which the company will rapidly adapt to the large corporate market. Following the acquisition we upgrade our recommendation from Hold to Buy. PT amended to $0.24 from $0.20.

    The post Upgrade alert! Top broker upgrades this small-cap ASX share and predicts 75% upside appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Doctor Care Anywhere Group Plc right now?

    Before you buy Doctor Care Anywhere Group Plc 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 Doctor Care Anywhere Group Plc 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 20 Feb 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 positions in and has recommended Doctor Care Anywhere Group Plc. 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.

  • Monadelphous wins $120m in new contracts across mining and renewables

    two businessmen shake hands in a close up mid-level shot with other businesspeople looking on approvingly in the background.

    The Monadelphous Group Ltd (ASX: MND) share price is in focus today after the engineering company announced it has secured approximately $120 million in new construction and maintenance contracts across the resources and renewable energy sectors.

    What did Monadelphous Group report?

    • New contracts valued at around $120 million in total
    • Five-year panel contract for crane and lifting services with Rio Tinto in the Pilbara
    • Three-year contract extension for multidisciplinary sustaining capital services for Rio Tinto
    • Battery energy storage system (BESS) construction contract at Fortescue’s Cloudbreak mine
    • Three-year structural and mechanical maintenance panel appointment with Port Waratah Coal Services in Newcastle

    What else do investors need to know?

    Monadelphous continues to expand its presence in both resources and renewables, picking up its third BESS project for Fortescue. This positions the company to benefit from the growing demand for decarbonisation solutions across mining operations.

    The latest round of contract wins includes both new work and extensions to existing relationships, particularly with major clients Rio Tinto and Fortescue. These partnerships highlight Monadelphous’ standing as a trusted services provider in critical Australian sectors.

    What’s next for Monadelphous Group?

    Works under the new contracts are expected to be completed progressively, with the Cloudbreak BESS project scheduled for completion in the second half of FY26. Monadelphous will likely continue focussing on securing sustainable project work in renewables and resources to drive long-term growth.

    The company’s strategy emphasises building strong relationships with key clients while targeting opportunities in infrastructure and decarbonisation, both in Australia and overseas.

    Monadelphous Group share price snapshot

    Over the past 12 months, Monadelphous Group shares have risen 69%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

    View Original Announcement

    The post Monadelphous wins $120m in new contracts across mining and renewables appeared first on The Motley Fool Australia.

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

    Before you buy Monadelphous 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 Monadelphous 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 20 Feb 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 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 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.

  • This mid-cap ASX tech share could be 30% higher in 12 months

    A group of six work colleagues gather around a computer in an office situation and discuss something on the screen as one man points and others look on with interest

    The tech sector has been under a lot of pressure this year.

    While this is disappointing, it could have created a buying opportunity for patient investors.

    One example is the mid-cap ASX tech share in this article, which Bell Potter is recommending to clients.

    Which mid-cap ASX tech share?

    The tech share that Bell Potter is bullish on is Energy One Ltd (ASX: EOL).

    It is a global provider of software products, outsourced operations, and advisory services for wholesale energy, environmental, and carbon trading markets.

    Bell Potter notes that its solutions support energy participants across Europe, the UK, and the Asia-Pacific region, offering end-to-end capabilities for managing their entire wholesale energy portfolios.

    The broker highlights that the ASX tech share has released its first trading update under its new CEO.

    While the update was not especially positive, with annual recurring revenue (ARR) growth below expectations, Bell Potter notes that this is due to the timing of project commencements. It said:

    EOL has provided its first market and business update under new CEO Ben Tranier, who took over in March 2026. The company flagged FY26 ARR growth will be approximately 13%, below its previous projections of 15-20%. This is due to timing of project commencements, primarily two large multinational industrial customers combining for an ARR value of ~$1m, which will fall into FY27.

    EOL also confirmed the acceleration of a share-based payment expense of $0.8m for FY26. Further oneoff M&A related costs are also expected in FY26 as EOL pursues potential acquisition opportunities within their core markets (AUS & EUR). On an underlying basis, EOL expect their metrics to be in-line with consensus (VA Underlying EBITDA $21.3m; Underlying NPAT $9.6m).

    Time to buy

    According to the note, Bell Potter has retained its buy rating on the mid-cap ASX tech share with a trimmed price target of $17.10 (from $18.00).

    Based on its current share price of $12.85, this implies potential upside of 33% for investors over the next 12 months.

    Bell Potter is very positive on the software company and believes that artificial intelligence (AI) disruption concerns are unwarranted. It said:

    We believe AI displacement concerns are unwarranted with EOL as they serve a deeply regulated and sticky industry with mission-critical solutions. Tailwinds remain regarding growing complexity in energy markets, surging European trading volumes and increasing distributed energy resources. These trends reinforce the strength of EOL’s positioning as a one-stop-shop provider of software and services, rather than a collection of individual tools. We remain attracted to the company’s strong growth profile, expanding margins and impressive SaaS metrics.

    The post This mid-cap ASX tech share could be 30% higher in 12 months appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Energy One right now?

    Before you buy Energy One 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 Energy One 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 20 Feb 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 positions in and has recommended Energy One. 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.

  • Tuas terminates M1 acquisition

    A corporate man crosses his arms to make an X, indicating no deal.

    The Tuas Ltd (ASX: TUA) share price is in focus after the company announced the termination of its agreement to acquire M1 Limited, with key conditions precedent not met by the long-stop date.

    What did Tuas report?

    • Termination of Sale and Purchase Agreement for M1 Limited acquisition
    • Agreement conditions not fulfilled by the extended long-stop date of 21 May 2026
    • No new financial metrics reported in this announcement
    • Simba Telecom (subsidiary) continues current Singapore operations

    What else do investors need to know?

    The Sale and Purchase Agreement dating from August 2025 between Tuas, its Simba Telecom subsidiary and Keppel entities has now ended. With several conditions precedent unfulfilled by 21 May 2026, all parties have been released from their obligations.

    In parallel, Simba Telecom remains engaged in a regulatory investigation by Singapore’s Infocomm Media Development Authority into potential breaches of the Telecommunications Act and licence conditions. Tuas has committed to keeping shareholders updated on progress in this matter.

    What’s next for Tuas?

    Tuas says Simba will continue to focus on its core telecom business in Singapore, offering competitive and innovative mobile plans. The company has signalled ongoing cooperation with regulators and plans to keep the market informed regarding further developments.

    The failed M1 acquisition could see Tuas reassessing its growth strategies and exploring other opportunities in the regional telecommunications space.

    Tuas share price snapshot

    Over the past year, Tuas shares have declined 59%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

    View Original Announcement

    The post Tuas terminates M1 acquisition appeared first on The Motley Fool Australia.

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

    Before you buy Tuas 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 Tuas 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 20 Feb 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 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 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.

  • Guzman y Gomez exits US market, boosts Australia growth outlook

    a business person checks his mobile phone outside a Wall Street office with an American flag and other business people in the background.

    The Guzman y Gomez Ltd (ASX: GYG) share price is in focus today after the company announced the decision to exit the US market, while lifting its Australia Segment EBITDA guidance.

    What did Guzman y Gomez report?

    • Exited the US market and ceased trading Chicago restaurants effective immediately
    • Australia Segment underlying EBITDA for FY26 expected to be approximately $85 million, up 29% on prior year
    • Planned 32 new restaurant openings in Australia this financial year
    • One-off US exit costs expected to impact FY26 P&L by US$30–40 million, with cash outflows not exceeding US$15 million
    • No expected impact on the final dividend for FY26

    What else do investors need to know?

    Guzman y Gomez decided to exit the US market after its business there failed to meet key financial performance targets, despite solid work by the local team. The board remains confident in the strength and future opportunity of its Australian business, supported by a robust pipeline of new sites.

    International expansion efforts will now centre on master franchise partners in Singapore and Japan. Both partners are delivering strong sales growth, with Singapore recently opening its 24th restaurant. The company still believes disciplined global expansion remains possible in the right markets.

    What did Guzman y Gomez management say?

    Founder and Co-CEO Steven Marks said:

    I have always been confident in the differentiation of our food and guest experience, however this was not translating to an improvement in sales momentum. Having spent the last 3 months in the US, I realised this was going to take significantly more time and capital than we had expected. In assessing the trajectory of the current network, the Board and I have concluded that the business is unlikely to deliver the performance that would justify continued investment of shareholder capital.

    What’s next for Guzman y Gomez?

    Looking ahead, the company is focusing its efforts and capital on expanding its successful Australian network, targeting continued strong growth and world-class economics. GYG’s long-term goal remains to reach 1,000 restaurants in Australia, with segment EBITDA at 10% of network sales.

    GYG affirmed its commitment to international growth through established partners, especially in Asia, while taking a disciplined and strategic approach to entering any new markets in the future.

    Guzman y Gomez share price snapshot

    Over the past 12 months, Guzman y Gomez shares have declined 42%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

    View Original Announcement

    The post Guzman y Gomez exits US market, boosts Australia growth outlook appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Guzman Y Gomez right now?

    Before you buy Guzman Y Gomez 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 Guzman Y Gomez 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 20 Feb 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 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 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.

  • Which of these shares hitting 52-week lows can bounce back?

    Young businessman lost in depression on stairs.

    Whilst many ASX shares enjoyed a stellar day yesterday in a rebounding market, there were also plenty hitting fresh 52-week lows. 

    Three such companies hitting new yearly lows were: 

    • Black Pearl Group Ltd (ASX: BPG) fell 9%
    • Tamawood (ASX: TWD) fell 5% 
    • GrainCorp (ASX: GNC) fell 0.4%

    While holders of these shares will undoubtedly be worried about further drops, there is some upside potential according to experts. 

    Here’s the latest guidance on these ASX shares hitting 52-week lows. 

    Black Pearl Group

    Black Pearl Group is a newly listed ASX small-cap stock. 

    It is a data technology platform that develops and operates a lead prospecting and marketing product suite via its proprietary Pearl Engine platform and augmented large language model developed by BPG in 2022. 

    The company transforms anonymous, unstructured web visits and data layers into identifiable prospects to significantly increase efficacy for SME ad/marketing spend by targeting prospects with a high intent to buy.

    Since its initial listing, it has experienced some volatility and now sits at an all-time low of 50 cents per share. 

    The combination of its small market cap and short life on the ASX can make it difficult to pinpoint fair value for prospective investors. 

    However the team at Bell Potter are optimistic there are brighter days ahead. 

    The broker has a speculative buy recommendation, and price target of $1.76. 

    This implies a 250% upside from yesterday’s closing price. 

    GrainCorp

    GrainCorp is an agribusiness and processing company with a history spanning more than 100 years. The company operates the largest grain storage and logistics network in eastern Australia.

    Its share price has fallen 34% in 2026 and hit fresh 52-week lows yesterday. 

    Much of this decline came after its half-year results released earlier this month. 

    GrainCorp reported underlying EBITDA of $136 million for the six months to 31 March 2026, down 33% from $202 million in the prior corresponding period.

    Underlying net profit after tax fell 52% to $33 million. 

    After such a sell-off in such a short period, investors may now be circling for a value play. 

    However the team at Morgans is not certain of a rebound any time soon. 

    The broker has a hold rating with a $5.62 price target.

    GrainCorp shares closed yesterday at $4.71 per share. 

    Tamawood

    Tamawood engages in the design and construction of residential buildings. It deals with contract home construction, home design, and other associated activities in Australia.

    It has fallen significantly over the last two weeks since the company announced its updated dividend of 11 cents per share. 

    Since then, it has fallen over 15%, which included 5% yesterday. 

    This stock could be in danger of falling further, as shrinking profit margins, a potentially unsustainably high dividend payout, and weak sentiment toward Australia’s housing and construction sector are all headwinds for the company right now. 

    The post Which of these shares hitting 52-week lows can bounce back? appeared first on The Motley Fool Australia.

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

    Before you buy GrainCorp 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 GrainCorp 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 20 Feb 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.

  • Bell Potter says this ASX All Ords stock could rise 40% after record result

    Three smiling corporate people examine a model of a new building complex.

    If you are looking for big returns, then Bell Potter thinks the ASX All Ords stock in this article could be worth considering.

    It has just named the stock as a buy after its record result.

    Which ASX All Ords stock?

    The stock that Bell Potter is recommending to clients is Australian Agricultural Company Ltd (ASX: AAC).

    It is a vertically integrated cattle and beef producer with operations across the entire supply chain across genetics, nutrition, pastoral operations, feedlots and processing.

    Bell Potter was pleased with the ASX All Ords stock’s performance in FY 2026, noting that its record result was ahead of expectations. It said:

    AAC reported FY26 Operating EBITDA up +23% YoY to $71.6m and ahead of our forecast of $69.2m. Key operating statistics of the result included: Operating results: Revenue of $422.1m was up +9% YoY (vs. BPe $426.7m). Operating EBITDA of $71.6m was up +23% YoY (vs. BPe $69.2m) and included $9m in flood costs, implying an underlying figure closer to $80.6m and implying +38% YoY growth. Liveweight (lwt) sold was down -2% YoY.

    Revenue per Kg lwt was up +11% YoY (with meat pricing up +8% YoY and live pricing +17% YoY) and EBITDA per Kg lwt sold was up +25% YoY (+40% ex-flood impact). Cost of production per kg was up +1% YoY, with kilograms produced up +5% YoY. Statutory EBITDA of $208.9m, includes an unrealised favourable $128.6m movement in herd values.

    Looking ahead, while demand for global beef is expected to remain strong, Bell Potter notes that the Middle East conflict is having a negative impact on costs. It adds:

    Outlook: Qualitative comments include: (1) Global beef demand is expected to remain strong; (2) Headwinds which emerged in late FY26, may more meaningfully impact FY27e including the conflict in the Middle East (which is causing inflationary pressures in energy, transport and production).

    Big potential returns

    According to the note, Bell Potter has retained its buy rating on the ASX All Ords stock with a trimmed price target of $1.85 (from $1.95).

    Based on its current share price of $1.31, this implies potential upside of 40% for investors over the next 12 months.

    Commenting on its buy recommendation, Bell Potter said:

    Our Buy rating remains unchanged. AAC delivered a record operating performance that was understated, due to the inclusion of $9m in flood related costs. While costs are currently experiencing inflationary pressure (grain and oil), continued strong pricing in core offshore markets, uplifts in grainfed cattle capacity (FY27-28e sales program) and a larger herd are reason for optimism in future periods.

    The post Bell Potter says this ASX All Ords stock could rise 40% after record result appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Australian Agricultural right now?

    Before you buy Australian Agricultural 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 Australian Agricultural 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 20 Feb 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 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.

  • These ASX 200 shares have been smashed. I think patient investors should pay attention

    A man smashes light bulbs with a huge hammer.

    Share price falls can be uncomfortable, especially when they happen to businesses that once had much stronger market confidence.

    But I do not think every fall should be treated the same way. Sometimes a falling share price points to a broken business. Other times, it reflects lower expectations, weaker near-term conditions, or a market that has become less willing to look through short-term uncertainty.

    The three ASX 200 shares in this article have all had a difficult time and are down at least 45% over the last 12 months. But for patient investors, I think they are worth a closer look.

    Temple & Webster Group Ltd (ASX: TPW)

    The first ASX 200 share I think is worth watching is Temple & Webster.

    The online furniture and homewares retailer has been hit by a tough consumer environment. That is understandable. Furniture is a discretionary category, and when households are under pressure, big-ticket home purchases can be pushed back.

    However, I still think the long-term opportunity is attractive.

    Temple & Webster is trying to win share in a large furniture, homewares, and home improvement market. Its online model gives it a broad product range, while its drop-shipping approach means it does not need to hold as much inventory as a traditional retailer.

    Its recent trading update showed the business is responding to weaker consumer confidence by rebalancing growth and profit. Management pointed to margin initiatives, supplier support, a different promotional approach, and slower fixed cost growth. April was also described as the most profitable April in the company’s history.

    That does not remove the consumer-cycle risk. But it does suggest the business has more flexibility than some investors may have feared.

    If consumer conditions improve over the next few years, Temple & Webster could benefit from both market recovery and the longer-term shift toward online furniture buying.

    Telix Pharmaceuticals Ltd (ASX: TLX)

    Telix is a very different type of opportunity.

    This is a radiopharmaceuticals business focused on cancer imaging and treatment. It has already built a meaningful commercial business, with its 2025 group revenue of US$804 million, up 56% year on year, and first quarter 2026 revenue of US$230 million, up 24% on the prior corresponding period.

    But I think the bigger point is the platform Telix is building.

    The company is not just selling one product into one market. It is developing a broader radiopharmaceutical business across precision medicine, manufacturing, commercial distribution, and therapeutic pipeline opportunities.

    That creates risk, of course. Clinical programs can disappoint, regulatory timelines can shift, and investor expectations can move around quickly. Telix is not a low-risk healthcare stock.

    But I can see why patient investors may still find it interesting after its share price weakness. Cancer imaging and targeted treatment are large areas of need, and Telix is trying to build a global position in a specialised part of healthcare.

    If it can keep growing its commercial base while advancing its pipeline, the company could look much larger in five to 10 years.

    Cochlear Ltd (ASX: COH)

    Cochlear has also had a painful period. The hearing implant leader recently reduced its FY26 underlying profit guidance after softer developed-market conditions, uncertainty in the Middle East, lower gross margins, cost-base reshaping expenses, and currency headwinds.

    That is clearly not what investors wanted to see.

    However, I do not think the long-term healthcare need has disappeared. Cochlear remains a global leader in implantable hearing solutions, and the adult and seniors segment still looks like a major growth opportunity over time.

    The company also continues to invest in new products, digital capability, and long-term market development. Its update noted strong Services revenue growth and progress across its product pipeline, including next-generation implants and a totally implantable cochlear implant.

    Near-term demand can be lumpy. Hospital capacity, referrals, reimbursement, and consumer confidence can all affect the timing of procedures. But hearing loss is a serious health issue, and ageing populations should support long-term demand.

    For investors who can look past a difficult FY26, Cochlear may be a higher-quality business going through a rough patch rather than a company with a permanently weaker future.

    Foolish takeaway

    Smashed share prices can be dangerous, so I would not buy any of these ASX 200 shares blindly.

    Temple & Webster depends on consumer spending, Telix carries clinical and regulatory risk, and Cochlear is working through a tough earnings reset.

    But that is also why they are interesting. Expectations have changed, confidence has been tested, and the market is no longer pricing them as easy winners. For patient investors, that can be the moment to start paying closer attention.

    The post These ASX 200 shares have been smashed. I think patient investors should pay attention appeared first on The Motley Fool Australia.

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

    Before you buy Cochlear 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 Cochlear 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 20 Feb 2026

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    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 positions in and has recommended Cochlear, Telix Pharmaceuticals, and Temple & Webster Group. The Motley Fool Australia has recommended Cochlear, Telix Pharmaceuticals, and Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Experts name 2 ASX growth shares to buy this week

    Excited couple celebrating success while looking at smartphone.

    The good news for Aussie growth investors is that there is no shortage of options to choose from on the local market.

    But with so much choice it can be hard to decide which ones to buy over others.

    To narrow things down, let’s take a look at two ASX growth shares that experts are tipping as buys this week, courtesy of The Bull.

    Here’s what they are recommending to investors:

    Sigma Healthcare Ltd (ASX: SIG)

    The team at Morgans is bullish on Sigma Healthcare and has named it as an ASX growth share to buy this week. Sigma Healthcare is the company behind the dominant Chemist Warehouse business.

    Morgans was pleased with the company’s decision to expand into the larger UK market. The broker believes that this move could underpin an even quicker store expansion strategy.

    Commenting on its recommendation, the broker said:

    Sigma Healthcare is a wholesale distributor of pharmaceutical goods and medicines. Following the merger with Chemist Warehouse to create a leading healthcare franchisor, Sigma recently announced it had signed a memorandum of understanding with Greenlight Healthcare that will launch the Chemist Warehouse brand in the UK market. Sigma will acquire a 75 per cent interest in a number of stores.

    Chemist Warehouse has averaged opening 33 new stores per annum over the past five years, but this international expansion could expedite growth. SIG is a first class operator that’s likely to continue its impressive growth track record into the future.

    WiseTech Global Ltd (ASX: WTC)

    Over at Dolphin Partners Financial Services, its team has named WiseTech Global as an ASX growth share to buy this week.

    It is the logistics solutions technology company behind the popular CargoWise platform.

    Dolphin Partners Financial Services notes that the company’s shares have come under pressure due to artificial intelligence disruption concerns.

    It highlights that this has left WiseTech Global shares trading at a deep discount to most broker price targets. As a result, now could be an opportune time to snap them up. It explains:

    WiseTech develops and provides software solutions to the global logistics industry. The company recently reaffirmed EBITDA and margin guidance for fiscal year 2026. WTC wasn’t immune to the recent sharp sell off in technology stocks due to potential artificial intelligence disruption. Most broker forecasts are at a significant premium to the recent share price.

    The post Experts name 2 ASX growth shares to buy this week appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Sigma Healthcare right now?

    Before you buy Sigma Healthcare 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 Sigma Healthcare 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 20 Feb 2026

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    Motley Fool contributor James Mickleboro has positions in WiseTech Global. 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.

  • 3 ASX ETFs that could help investors tap into global growth

    Two people work with a digital map of the world, planning their logistics on a global scale.

    Australian investors do not need to rely only on local shares to build wealth.

    There are now plenty of exchange traded funds (ETFs) that provide exposure to global markets, major technology trends, and high-quality international businesses with a single trade.

    Here are three ASX ETFs that could be worth a closer look.

    Betashares Nasdaq 100 ETF (ASX: NDQ)

    The Betashares Nasdaq 100 ETF remains one of the most straightforward ways for ASX investors to gain exposure to some of the world’s leading growth companies.

    Rather than focusing on one narrow theme, this fund gives investors access to a broad group of major Nasdaq-listed businesses across technology, communication platforms, consumer services, and healthcare.

    That could be important because many of the biggest long-term winners in global markets have come from companies that can scale quickly, reinvest heavily, and expand across borders.

    Artificial intelligence, cloud computing, digital advertising, ecommerce, software, and semiconductors are all represented in different ways inside the fund. This gives investors exposure to several powerful growth drivers without needing to pick a single winner.

    The Betashares Nasdaq 100 ETF can be volatile, particularly when investors become more cautious on growth shares. But for those willing to accept the ups and downs, it offers a simple way to access many of the businesses shaping the global economy.

    Betashares Global Quality Leaders ETF (ASX: QLTY)

    Another ASX ETF worth watching is the Betashares Global Quality Leaders ETF.

    This fund focuses on global companies with quality characteristics. That typically means businesses with strong balance sheets, high profitability, and the ability to generate consistent returns through different market conditions.

    This approach can make sense for long-term investors. Quality companies often have the financial strength to keep investing when conditions are tougher, defend their market positions, and compound earnings over time.

    The Betashares Global Quality Leaders ETF is not about chasing the most speculative parts of the market. Instead, it gives investors exposure to a diversified basket of established global businesses that have already proven their resilience. This includes NVIDIA (NASDAQ: NVDA), L’Oreal (FRA: LOR), and Hermes International (FRA: HMI).

    That does not mean it will avoid market weakness. Global share markets can still fall, and quality companies can become expensive when investors crowd into them. But over the long run, a disciplined focus on financially strong businesses can be a powerful investment style.

    For investors wanting international exposure with a quality tilt, it could be a useful ETF to keep on the radar.

    Betashares Asia Technology Tigers ETF (ASX: ASIA)

    A third ASX ETF to look at is the Betashares Asia Technology Tigers ETF.

    This ETF gives investors exposure to some of the leading technology companies across Asia. That includes businesses involved in ecommerce, digital payments, online entertainment, semiconductors, and internet platforms. Examples are Baidu (NASDAQ: BIDU), Tencent Holdings (SEHK: 700), and PDD Holdings (NASDAQ: PDD).

    Asia remains home to some of the world’s most dynamic digital economies. And rising incomes, large populations, mobile-first consumers, and ongoing investment in technology infrastructure can all support long-term growth.

    The Betashares Asia Technology Tigers ETF is more concentrated than a broad global ETF, so investors should expect higher volatility. Regulatory shifts, currency movements, and changing sentiment toward Asian technology shares can all have a meaningful impact.

    Even so, the fund offers access to a part of the global technology market that ASX investors may otherwise have limited exposure to. For those comfortable with the risks, this fund provides a targeted way to tap into the region’s digital growth story.

    The post 3 ASX ETFs that could help investors tap into global growth appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Betashares Capital – Asia Technology Tigers Etf right now?

    Before you buy Betashares Capital – Asia Technology Tigers Etf 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 Betashares Capital – Asia Technology Tigers Etf 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 20 Feb 2026

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    Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF and Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF and Nvidia. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.