Author: openjargon

On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a small decline. The benchmark index fell 0.2% to 9,076 points.

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

ASX 200 to fall again

The Australian share market looks set for a weak session on Tuesday following a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 23 points or 0.25% lower. In the United States, the Dow Jones dropped 0.7%, the S&P 500 fell 0.35%, and the Nasdaq edged 0.1% lower.

Shares going ex-dividend

A number of popular ASX 200 shares will be going ex-dividend on Tuesday and could trade lower. This includes Bendigo and Adelaide Bank Ltd (ASX: BEN), Endeavour Group Ltd (ASX: EDV), Fortescue Ltd (ASX: FMG), Wesfarmers Ltd (ASX: WES), and Woolworths Group Ltd (ASX: WOW). The latter will be rewarding shareholders with a fully franked 52 cents per share dividend later this month on 25 September.

Oil prices jump

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Tuesday after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 3.5% to US$86.33 a barrel and the Brent crude oil price is up 3% to US$90.74 a barrel. This was driven by a flare-up in US-Iran hostilities.

Gold price falls

ASX 200 gold shares Genesis Minerals Ltd (ASX: GMD) and Capricorn Metals Ltd (ASX: CMM) could have a soft session after the gold price fell overnight. According to CNBC, the gold futures price is down 0.75% to US$4,496.5 an ounce. The precious metal pulled back to a two-week low on increasing US rate hike bets.

Buy Liontown shares

Liontown Ltd (ASX: LTR) shares could be in the buy zone according to analysts at Bell Potter. This morning, the broker retained its buy rating and $1.90 price target on the lithium miner’s shares. It said: “We still believe that LTR’s EV is lagging the recent recovery in lithium markets and expected tight fundamentals. The last time LTR was trading at its current EV (early December 2025), SC6 prices were US$1,150/t and net debt was $274m. Since then, the Kathleen Valley underground ramp-up has been further derisked and spot SC6 prices are above US$2,300/t. While we expect lithium markets will be volatile, market fundamentals remain strong.”

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

More reading

• 3 top ASX dividend shares to target in September 
• How much superannuation do I need to earn $90,000 per year in passive income?
• Here are the top 10 ASX 200 shares today
• Why the ASX 200 is struggling today despite a bank share rally
• Chasing dividends? 11 ASX shares in top-paying sectors going ex-dividend this week

Motley Fool contributor James Mickleboro has positions in Endeavour Group and Woolworths 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 Bendigo And Adelaide Bank. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Betashares ETFs have become some of the most popular building blocks for Australian investors, but popularity does not automatically make an ETF a buy.

As September begins, three of the provider’s biggest funds offer very different propositions — from cheap Australian exposure to high-growth US technology and an all-in-one global portfolio.

A200: The boring ETF that keeps delivering

The BetaShares Australia 200 ETF (ASX: A200) may not be the most exciting ETF on the market, but that is precisely its appeal. The fund returned 1% over the past 12 months, 5% year-to-date and 19% over five years. It gives investors broad exposure to Australia’s biggest companies like BHP Group Ltd (ASX: BHP) and Commonwealth Bank of Australia (ASX: CBA).

A200’s standout strength is its rock-bottom 0.04% management fee, while its Funds Under Management (FUM) has climbed to around $11 billion. Its largest holdings include BHP and Commonwealth Bank, highlighting both the strength and weakness of the strategy.

For investors wanting a low-cost Australian core holding, A200 is hard to ignore. The problem is concentration. Australian equities are dominated by financials and resources, meaning investors are hardly getting a perfectly balanced slice of the economy. There is also no international exposure.

Still, after a relatively modest 12-month return, this Betashares ETF arguably looks more like a dependable long-term compounder than a momentum trade.

NDQ: The growth bet that has already run hard

If A200 is the steady option, BetaShares Nasdaq 100 ETF (ASX: NDQ) is the adrenaline shot.

NDQ has gained 6% YTD, 11% over one year and an impressive 75% over five years. Its portfolio is packed with global technology and growth giants. Nvidia Corp (NASDAQ: NVDA) and Apple Inc (NASDAQ: AAPL) are among its biggest holdings.

That exposure has been a major strength as artificial intelligence and technology spending have surged. But it is also the fund’s biggest vulnerability. Investors are paying a 0.48% management fee for a portfolio heavily tilted towards US mega-cap growth stocks.

After such a powerful five-year run, the provocative question for September is whether investors are buying tomorrow’s growth or yesterday’s winners.

DHHF: The one ETF to rule them all?

The BetaShares Diversified All Growth ETF (ASX: DHHF) takes a completely different approach. It returned 4.5% YTD, 6% over one year and 38% over five years. This Betashares ETF offers exposure to thousands of companies across Australian, developed and emerging markets.

Its biggest underlying exposures include A200 and BGBL, giving investors a combination of Australian and global equities in one package.

The attraction is simplicity. With around $1.6 billion in FUM and a 0.19% management fee, DHHF gives investors a diversified 100%-growth portfolio without having to assemble one themselves.

Its weakness is equally straightforward: investors surrender some control over exactly where their money goes. And because DHHF is entirely growth assets, it can still take a serious hit when global sharemarkets turn south.

For September, DHHF may be the least exciting choice, but for investors seeking simplicity and diversification, that could be exactly the point.

The post Are these 3 top Betashares ETFs a buy in September? appeared first on The Motley Fool Australia.

More reading

• After another big month, can BHP shares break through $70?
• BHP shares are pulling back from their record high. Is it time to sell?
• Chasing dividends? 11 ASX shares in top-paying sectors going ex-dividend this week
• Up 56%! 3 reasons to still buy BHP shares today
• Buy, hold, sell: Rio Tinto, PLS Group, BHP shares

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 Apple, 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 Apple, BHP Group, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The All Ordinaries Index (ASX: XAO) is up around 1% since this time last year, with plenty of help from this surging ASX All Ords stock.

The outperforming company in question is Shape Australia Corporation Ltd (ASX: SHA).

In Monday afternoon trade, shares in the Australian fitout and construction services specialist were trading for $7.19 apiece. That sees the Shape share price up an impressive 74.9% in 12 months.

Atop those strong capital gains, the ASX All Ords stock also paid (or shortly will pay) two fully franked dividends, totalling 32 cents a share, over this period. At the recent share price, this sees Shape shares trading on a fully franked 4.5% trailing dividend yield. That equates to a grossed-up yield of 6.4%, once we add in the benefits of those franking credits.

It’s a bit late to grab the final FY 2026 Shape dividend, with the stock having traded ex-dividend on Friday, 28 August.

But I wouldn’t be concerned about the upcoming passive income payment, with the analysts at Ord Minnett forecasting Shape shares to deliver more outsized gains.

What’s been happening with Shape shares?

Shape reported its full year FY 2026 results on 19 August.

Highlights included a 29.6% year-on-year increase in revenue to $1.24 billion, marking the first year the ASX All Ords stock achieved more than $1 billion in annual revenue.

Earnings grew strongly as well, with earnings before interest, taxes, depreciation and amortisation (EBITDA) up 53% to $50 million.

And on the bottom line, Shape reported net profit after tax (NPAT) of $32 million, up 50.2% from FY 2025.

Over the 12 months, Shape also completed two strategic acquisitions, Arden and Australian Professional Shopfitters (APS).

Should I buy the ASX All Ords stock today?

Ord Minnett noted that Shape’s revenue exceeded the top range of guidance of $1.225 billion.

The broker added:

Notably, a gross margin of 9.8% (9.5% ex. interest revenue) looks to be a sustainable level going forward given that Arden’s contribution in the 2H offset the slight pullback in modular revenue, which was to be expected.

This gross margin profile in FY27 will be supported by an additional half of Arden operations as well as a full year of APS earnings. In addition, the modular business has room to grow with a sizable cut of the 23% education contribution to the $628.4m orderbook allocated to modular work. SHAPE continues to execute strongly on its strategy

Ord Minett also believes management is being conservative with its FY 2027 earnings outlook.

“Outlook for FY27 earnings looks to be somewhat conservative, but gives SHAPE a strong chance of exceeding expectations given its strong track record of performance,” the broker noted.

Connecting the dots, Ord Minett maintained its buy recommendation on the ASX All Ords stock with a slightly lowered price target of $8.55 a share (down from $8.85).

That represents a potential upside of around 19% from the recent Shape share price.

The post Up 75%! Why this rocketing ASX All Ords stock is forecast to deliver more outsized gains appeared first on The Motley Fool Australia.

More reading

• SHAPE Australia: Record profit, revenue, and dividends in FY26

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

BHP Group Ltd (ASX: BHP) shares have enjoyed another powerful month, climbing to a record high of $68.77 last week.

Although the mining giant has slipped 3.5% over the past five trading days, it remains up 10% in August, taking its year-to-date gain to 45% and its 12-month return to 54%.

With BHP now knocking on the door of $70, the question is whether another record is around the corner or whether the rally is running out of steam.

What happened in August?

BHP shares began trending higher in early August as investors became increasingly bullish about copper prices.

The rally accelerated after BHP delivered its FY26 results on 18 August, with the miner reporting a record underlying EBITDA result and a 27% increase in earnings.

The strong operational performance across its key businesses gave investors another reason to pile into the stock.

It is not difficult to understand the enthusiasm. BHP generated underlying EBITDA of around US$33 billion in FY26, supported by stronger commodity prices and record iron ore production in Western Australia.

But copper is increasingly becoming the star of the show. Copper contributed more than half of BHP’s underlying EBITDA for the first time, while production reached around 2 million tonnes for a second consecutive year.

The company is targeting approximately 40% growth in copper production by FY35 through projects across Australia, Chile and Argentina, potentially giving shareholders significant exposure to the metal’s long-term demand outlook.

Meanwhile, net debt fell below US$9 billion and BHP declared a final dividend of 99 US cents per share.

Can BHP shares break $70?

The market isn’t universally convinced that the rally can continue.

TradingView data shows 14 of 24 analysts have a hold rating on BHP shares. Six rate the stock a strong buy, while four have a sell or strong-sell recommendation.

More importantly, the average analyst price target of $60.52 sits below the current share price, implying roughly 9% downside over the next 12 months.

But that average masks an extraordinary disagreement among analysts.

The lowest target is just $34.77, implying a potential 35% plunge. At the other end of the spectrum, the highest target is $67.11, a fraction higher than the current share price.

What do the major brokers expect?

Morgan Stanley is relatively bullish, with a buy rating and $67.50 target, although that target is already below BHP’s latest record.

Berenberg has a hold rating and $64.22 target, while UBS is targeting $59.

JPMorgan has a $56.66 target, Morgans is considerably more bearish with a sell rating and $55.30 target, and Deutsche Bank has a $51 target.

So, can BHP break $70?

The fundamentals remain compelling, particularly the growing contribution from copper. But with shares already up 45% in 2026, investors may need another surge in commodity prices or stronger-than-expected earnings growth to push BHP decisively into record territory.

The post After another big month, can BHP shares break through $70? appeared first on The Motley Fool Australia.

More reading

• BHP shares are pulling back from their record high. Is it time to sell?
• Chasing dividends? 11 ASX shares in top-paying sectors going ex-dividend this week
• Up 56%! 3 reasons to still buy BHP shares today
• Buy, hold, sell: Rio Tinto, PLS Group, BHP shares
• Experts name 2 ASX 200 blue chip shares to buy this week

Motley Fool contributor Marc Van Dinther has positions in BHP Group. 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.

As FY27 gets underway, dividend shares are back in focus following earnings results adjustments. 

During earnings season, investors get a clearer picture of how companies are performing, what management expects for the year ahead, and whether current dividend payouts look sustainable. 

For income-focused investors, this can create an opportunity to reassess dividend shares that combine attractive yields with the potential for reliable earnings and cash flow growth.

Why consistency is just as important as yield 

It’s understandable for income investors to hunt for high yields, however yield alone doesn’t tell the whole story. 

A reliable income stream can be just as valuable, particularly for investors who depend on their portfolio to provide consistent cash flow. 

A slightly lower yield backed by strong, sustainable fundamentals may ultimately prove more attractive than a higher yield that comes with a greater risk of dividend cuts or significant capital losses. 

For income investors, the key is not simply how much an investment pays today, but how dependable that income is likely to be over the long term.

With that in mind, here are three great ASX dividend shares to target right now. 

Wesfarmers Ltd (ASX: WES)

Wesfarmers is the company behind a number of well-known Australian retail names, including Bunnings, Kmart, Officeworks, Priceline, Target, and others.

It has long been a go-to option for income investors for its reliable dividend. 

This is set to continue, as it is expected to offer a grossed-up dividend yield of 4.3%, including franking credits.

This is expected to reach nearly 5% by FY29, offering a long-term option for investors. 

Bank of Queensland Ltd (ASX: BOQ)

Bank of Queensland is one of the largest competitors in the banking sector outside the big four. 

Over the past year, it has paid shareholders a total of 55 cents per share in fully franked dividends, including the special capital return dividend paid on 24 August.

Based on the current share price, Bank of Queensland shares are currently offering a fully franked dividend yield of over 8%. 

This current yield places it at the top end out of every ASX 200 stock. 

ANZ Group Holdings Ltd (ASX: ANZ)

Turning our attention to big four bank shares, which have long provided consistent yields, ANZ currently offers the best yield, along with Westpac Banking Corp (ASX: WBC). 

Both currently offer a yield of roughly 4.5%, however ANZ appears to have the most capital gain upside. 

The bank has a long history of paying regular dividends, with franking credits potentially adding to the value for eligible Australian investors. 

Its established earnings base and strong position in the Australian banking sector also provide a solid foundation for ongoing shareholder returns.

The post 3 top ASX dividend shares to target in September  appeared first on The Motley Fool Australia.

More reading

• Here’s the dividend forecast out to 2029 for Wesfarmers shares
• How much must I invest in ANZ shares to earn $1,000 in passive income in 2027?
• The 2 top yielding ASX 200 bank stocks revealed (Hint: Not CBA shares)
• Are ASX bank shares a buy in September?
• How to build an ASX portfolio you do not need to check every day

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

A new report from Ord Minnett has reiterated a strong outlook for Medibank Private Ltd (ASX: MPL). The report came following its recent financial results. 

Australia’s largest insurance provider released full-year results on August 20. 

Key results included underlying net profit after tax rising 2.9% to $636.8 million. Additionally, MediBank declared a full-year dividend increase of 6.7% to 19.2 cents per share, fully franked.

The Motley Fool’s coverage of the results can be found here.

What was Ord Minnett’s view on the results?

In yesterday’s report, Ord Minnett said FY26 revenue and earnings from Medibank were in line with expectations.

However, the lack of policyholder growth in the second-half (2H26) was slightly disappointing. 

Revenues increased 6% to $9.1 billion. Underlying net profit after tax (NPAT) of $637 million was up 3% on FY25. 

It also noted the company declared a fully franked final dividend of 10.9 cents per share (cps), taking the total FY26 dividend to 19.2 cps, an increase of 7% from FY25.

Focus on policyholders

Ord Minnett also noted the net number of policyholders grew by 1.1% in the year, with Medibank policyholders up 0.6% and ahm up 2.4%, while non-resident policy units fell 2.3%. 

In the second-half (2H26), policyholder growth slowed to 0.2%, with the slowdown blamed on cost-of-living pressures, increased switching by customers, and rising competition in the June quarter as some competitors adopted aggressive growth tactics. 

While policyholder growth was weak in the 2H26, it is not too dissimilar to growth rates in previous corresponding half-years and is typical of seasonal churn in the industry. Further, the policyholder growth delivered in FY26, should not trigger material downgrades, given consensus estimates ahead of the result had a similar level of policyholder growth, of 1.3% for FY27.

Healthy upside intact for MediBank

Medibank Private shares have dipped over the last few weeks, closing trading yesterday at $4.84. 

In yesterday’s report, Ord Minnett retained its buy recommendation and $5.10 price target on MediBank Private shares thanks largely to its defensive profile. 

We reduce our EPS by 1.5–2.0% per annum in FY27–29 driven by lower policyholder growth and higher cyber litigation costs, partially offset by higher investment income. 

Our target price is unchanged at $5.10 as the earnings reductions are offset by an increase to the valuation multiple, following a rise in the price-earnings multiple of the market. 

We keep the Buy recommendation viewing MPL as a relatively defensive option for the next 12 months, with circa 5-10% annual EPS growth on our forecasts.

From yesterday’s closing price, this target indicates just over 5% upside. 

The post Why now is the time to buy MediBank Private shares: Expert appeared first on The Motley Fool Australia.

More reading

• 2 ASX blue-chip shares offering big dividend yields
• 37 ASX shares going ex-dividend next week
• 3 great dividend stocks with 6% yields to boost passive income in FY27
• Here are the top 10 ASX 200 shares today
• Why I’d buy Medibank shares for the dividend yield

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.

Superannuation is a fantastic tool to help Australians build wealth to support themselves in retirement.

Your super provides the benefit of concessional tax rates, and compound growth.

It can also act as a tool to generate a passive income once you transition to the pension phase.

But how much superannuation do you need to accumulate to target your ideal passive income amount?

Let’s investigate, using a $90,000 annual passive income as an example.

How much do I need in my superannuation to get $90,000 per year in passive income?

To calculate the balance you need, you need to divide your ideal annual passive income by the dividend yield of your portfolio.

For example, $90,000 ÷ 3% = $3 million (that’s the amount you’ll need in your superannuation to earn the $90,000 per year).

A $3 million superannuation portfolio isn’t achievable for many Australians. But the good news is that as your dividend yield increases, the superannuation balance needed to earn the same passive income decreases. 

For example, a portfolio with a dividend yield of around 6% only needs to be half the size of one with a dividend yield of around 3% to generate the same level of passive income.

What balance do I need if my portfolio yields 4%, 5% or 6%?

We already know what portfolio size you’d need to earn $90,000 per year off a 3% yielding account.

But if your overall portfolio has a slightly higher dividend yield of around 4%, you’ll need a balance of around $2.25 million to earn the same $90,000 per year in passive income.

If the yield of your portfolio is higher still, at around 5% for example, your balance would need to be closer to $1.8 million to earn the same dividend income.

For a 6% yielding portfolio, you’d need a superannuation balance closer to $1.5 million to earn the same amount again.

And so on…

You’d still earn $90,000 per year in passive income from each of these superannuation balance sizes.

Diversification is key

It can be tempting to go for the highest-yielding portfolio so you don’t need as much in your superannuation.

But that would be a risky move. The higher the yield, generally the more risk associated with that stock.

Also note, if you want a portfolio yielding around 5% or even higher, it doesn’t mean that every investment in that superannuation portfolio has to yield that level. It can be a combination that yields 5% overall.

And remember, you don’t need to invest the whole sum in one go. Start with a monthly investment and let compound growth do some of the hard work for you.

I’d look at splitting my superannuation portfolio into investments across several different yielding assets, preferably across different sectors.

This diversification strategy means that if one asset drops in value, its performance can be offset by other ASX shares, leading to a more consistent overall result.

I’m aiming for a 5% yielding superannuation portfolio, what ASX shares can I invest in?

To earn a $90,000 passive income off a 5% yielding portfolio, you’d need around $1.8 million saved.

There are plenty of good-quality ASX shares around this level. But here are my top picks.

Defensive shares like Telstra Group Ltd (ASX: TLS), Transurban Group (ASX: TCL), AGL Energy Ltd (ASX: AGL) or APA Group (ASX: APA) are a solid choice for income-seeking investors. These all yield around the 5% level, at the time of writing.

Non-discretionary ASX consumer staples stocks are also naturally defensive, but many of them yield slightly less. Supermarket giants like Woolworths Group Ltd (ASX: WOW) and Coles Group Ltd (ASX: COL) can generate stable cash flow across all phases of the economic cycle. This translates to consistent dividends for shareholders. These shares pay around 3%, at the time of writing.

Elsewhere, ASX shares like Amcor Ltd (ASX: AMC), Ebos Group Ltd (ASX: EBO) and Harvey Norman Holdings Ltd (ASX: HVN) are popular options for income-seeking investors. 

The post How much superannuation do I need to earn $90,000 per year in passive income? appeared first on The Motley Fool Australia.

More reading

• Up 12%: Is there still value in Coles shares?
• Why Liontown, Northern Star and Telstra shares are turning heads on Monday
• 3 ASX dividend shares raising dividends like clockwork
• How to build an ASX portfolio you do not need to check every day
• Why I think these boring ASX shares could build serious wealth

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Amcor Plc, Apa Group, Harvey Norman, Telstra Group, and Transurban Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

CSL Ltd (ASX: CSL) shares have staged a remarkable comeback, surging 35% in a month and 87% from their 52-week low in June.

After a bruising year, however, investors now face a critical question: has CSL’s turnaround finally arrived, or has the rebound run too far?

More importantly, where do brokers see the CSL share price heading over the next 12 months?

Why has the biotech stock soared?

The catalyst was CSL’s FY26 result. On the surface, it looked ugly, with the $80 billion biotech company reporting a US$2.6 billion net loss after tax.

But investors quickly looked beyond the headline number. The loss included US$7.1 billion of pre-tax impairments and US$799 million of restructuring costs, much of which was non-cash. Most of the impairments related to CSL Vifor intangibles and under-utilised property, plant and equipment.

Investors in CSL shares had already received a warning in May, when CSL flagged around US$5 billion of impairments and cut its FY26 guidance. Excluding the exceptional items, underlying NPATA was US$3.1 billion, down just 2%. Revenue fell 1% to US$15.8 billion but still beat analyst expectations.

For investors, the result therefore represented something potentially more valuable than headline profit: a reset year, a cleaner balance sheet and a better-than-feared outlook.

CSL Behring remains the standout. Its plasma division generated US$11.4 billion of revenue, while immunoglobulin revenue held steady at US$6.2 billion. CSL Vifor grew revenue 3% to US$2.4 billion, although Seqirus remained under pressure, with revenue falling 8% to US$2 billion.

Could the FY27 forecast send CSL shares higher?

The bull case for CSL shares centres on FY27. CSL expects underlying NPAT to grow approximately 5%, ahead of consensus expectations of around 2%. Behring is forecast to deliver mid-single-digit growth, with immunoglobulins expected to grow at a mid-to-high single-digit rate.

The major challenge remains Vifor, where revenue is expected to plunge about 25% as iron generics enter the market.

For CSL shares, the recovery story is clearly gaining momentum. The question now is whether improving fundamentals can justify the renewed optimism already priced into the stock.

Where do brokers see CSL shares going?

Not every broker believes the recovery is firmly established. Of 18 analysts tracked on TradingView, 10 rate CSL shares a hold, while eight have a buy or strong-buy rating. The average 12-month price target is $164.69, below the current share price of around $171.45.

However, the forecasts vary dramatically. The most bullish target is $205.22, implying another 20% upside, while the lowest is just $132.25, pointing to more than 23% downside.

Macquarie is among the most bearish, with a neutral rating and target of just over $133. UBS is considerably more optimistic at $181, while Morgan Stanley has a $172 target.

Bell Potter has retained its hold rating but recently increased its target from $120 to $150.

The takeaway? CSL’s turnaround is gathering momentum, but the stock’s spectacular rebound means investors are now paying for a recovery that still needs to prove itself.

The post Where will CSL shares be in 12 months? Brokers weigh in appeared first on The Motley Fool Australia.

More reading

• Up 88%! Why CSL shares remain an ‘appealing’ buy today
• Experts name 2 ASX 200 blue chip shares to buy this week
• Buy, hold, sell: Commonwealth Bank, Goodman Group, CSL shares
• CSL shares have surged 49%: Are brokers finally turning bullish?
• Should I buy CSL shares before the end of August?

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

The S&P/ASX 200 Index (ASX: XJO) started the trading week off on a decidedly sour note this Monday, with the value of many ASX shares taking a hit.

Investors seemed to lose all of the optimism that defined the end of last week’s trading, with the index opening sharply lower this morning. Although investors did have a temporary change of heart around lunchtime, sending the ASX 200 briefly back into positive territory, it wasn’t to last. By the time the market closed, the index had lost 0.18% and closed at a flat 9,076 points.

This Garfield-esque start to the Australian trading week came after a similarly negative end to the American trading week on Friday night (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) gave up an early lead to finish down 0.018%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was more decisive, losing 0.52%.

But let’s return to this week and our local markets now for a closer look at how the broader market’s pessimism affected the different ASX sectors this Monday.

Winners and losers

Despite the market’s overall falls, we saw a few sectors make some hay.

But first, it was gold stocks that were hit the hardest this session. The All Ordinaries Gold Index (ASX: XGD) was smashed down 4.33% by the closing bell.

Broader mining shares were also punished, with the S&P/ASX 200 Materials Index (ASX: XMJ) plunging 2.02%.

Tech stocks were also shunned. The S&P/ASX 200 Information Technology Index (ASX: XIJ) cratered 1.39% today.

Healthcare shares didn’t have a healthy time either, evidenced by the S&P/ASX 200 Healthcare Index (ASX: XHJ)’s 0.61% dive.

Our final losers this Monday were consumer discretionary stocks. The S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) shrank 0.37%.

Let’s turn to the winners now. It was financial shares that took the glory, with the S&P/ASX 200 Financials Index (ASX: XFJ) soaring 1.14% higher.

Consumer staples stocks ran hot, too. The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) bounced 0.91% higher this session.

Communications shares were also in high demand, illustrated by the S&P/ASX 200 Communication Services Index (ASX: XTJ)’s 0.78% jump.

Energy stocks found plenty of buyers as well. The S&P/ASX 200 Energy Index (ASX: XEJ) got a 0.54% bump.

Industrial shares got a reprieve as well, with the S&P/ASX 200 Industrials Index (ASX: XNJ) putting on 0.38%.

Real estate investment trusts (REITs) also got out with a win. The S&P/ASX 200 A-REIT Index (ASX: XPJ) ended up adding 0.18% to its total today.

Finally, utilities shares got over the line, as you can see by the S&P/ASX 200 Utilities Index (ASX: XUJ)’s 0.07% improvement.

Top 10 ASX 200 shares countdown

Property stock PEXA Group Ltd (ASX: PXA) was our top-performing stock on the index this Monday. Pexa shares surged 9.43% this session to close at $7.31 each. This leap higher came after Pexa reported its latest earnings, which investors clearly took a shine to.

Here’s the rest of today’s best:

ASX-listed company	Share price	Price change
PEXA Group Ltd (ASX: PXA)	$7.31	9.43%
Kingsgate Consolidated Ltd (ASX: KCN)	$5.56	4.71%
Domino’s Pizza Enterprises Ltd (ASX: DMP)	$20.86	3.83%
Viva Energy Group Ltd (ASX: VEA)	$2.96	3.50%
Dalrymple Bay Infrastructure Ltd (ASX: DBI)	$5.20	2.97%
Reece Ltd (ASX: REH)	$16.83	2.87%
Whitehaven Coal Ltd (ASX: WHC)	$8.55	2.52%
Liontown Ltd (ASX: LTR)	$1.23	2.51%
Ampol Ltd (ASX: ALD)	$43.06	2.33%
Suncorp Group Ltd (ASX: SUN)	$18.86	2.28%

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.

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

Share prices are changing all the time and this gives investors the chance to buy ASX shares that are significantly undervalued.

In this article, we’re going to look at two stocks that could rise more than 60% over the next year if analysts are right about how undervalued the businesses are.

Below are potentially two of the most undervalued ASX shares in Australia right now.

Siteminder Ltd (ASX: SDR)

Siteminder is a leading ASX tech share that provides software to hotels around the world that helps run operations, advertise rooms, and decide on room prices.

In an increasingly digital world, an offering like Siteminder’s is very important. Knowing what room price to advertise at could be the difference between winning a customer or not.

Siteminder has offices in Sydney, Bangkok, Barcelona, Berlin, Dallas, Galway, London, Manila, Mexico City, and Pune. Siteminder generates 140 million reservations worth over A$85 billion in revenue for its hotel customers each year.

Despite market worries about AI, the company continues to generate strong levels of growth. In FY26, annual recurring revenue (ARR) rose 14.9% to $313.7 million despite softer global travel conditions, which demonstrated the resilience of the business and growing traction from new product initiatives like its smart platform.

The company also reported revenue growth of 18.6% to $266.1 million, while adjusted operating profit (EBITDA) soared 96.5% to $28.1 million and adjusted cash flow jumped 123% to $10.5 million. Its financials are clearly going in the right direction.

According to CMC Invest, there have been 10 ratings on the business, with nine buy ratings, and one sell rating. Of those analysts, the average price target is $5.53, which suggests a possible rise of 82% over the next year from where it is at the time of writing.

Objective Corporation Ltd (ASX: OCL)

This ASX share is a software business that enables thousands of public sector organisations which are shifting to being completely digital. The idea is that customers can work from anywhere, with access to information, along with governance and security.

Objective Corporation revealed a number of growth numbers in FY26, though the result wasn’t as strong as some investors were hoping for.

It reported revenue growth of 9% to $134.7 million, with software as a service (SaaS) revenue growth of 22%. Adjusted EBITDA climbed 11% to $51.5 million, operating cash flow grew 6.5% to $49.3 million, and net profit after tax (NPAT) rose 5% to $37.2 million.

The ASX share also reported that its R&D investment rose 8% to $33.8 million and the dividend per share was hiked by 18% to 26 cents. However, the ARR declined 2% to $117.3 million.

According to CMC Invest, there have been six ratings on the business within the last three months, with four buy ratings and two hold ratings.

The average price target is $10.61, suggesting a possible 62% rise over the next year from where it is at the time of writing.

These could be two of the most compelling ASX shares right now, among other leading ideas.

The post 2 ASX shares tipped to grow 60% or more in the next 12 months appeared first on The Motley Fool Australia.

More reading

• 5 ASX 200 shares with 33% to 61% upside post-results: experts
• Morgans names 3 ASX tech stocks to buy
• Why I think this is a top ASX tech share to buy today
• Objective Corporation share price crashes 18% on FY26 earnings
• SiteMinder: FY26 profit nearly doubles, revenue jumps 22%

Motley Fool contributor Tristan Harrison has positions in SiteMinder. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Objective and SiteMinder. The Motley Fool Australia has positions in and has recommended Objective and SiteMinder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.