Author: openjargon

S&P/ASX 200 Index (ASX: XJO) shares are 0.4% higher at 9,077.7 points on Friday.

As earnings season nears its end, Morgans has reviewed the following companies’ reports and given them a buy rating.

Here’s why.

WiseTech Global Ltd (ASX: WTC)

The WiseTech share price is $41.14, up 4% today and down 59% over 12 months.

WiseTech released its FY26 results this week.

Morgans reiterated its buy rating on the ASX 200 tech share.

The broker cut its 12-month price target from $67 to $62.50.

This implies a potential 52% upside ahead for WiseTech shares.

Morgans said:

WTC’s FY26 result was largely in line with Morgans forecasts (MorgansF), with FY26 revenue of US$1,396m and EBITDA of US$558m coming in towards the lower end of its initial FY26 guidance range.

While CargoWise revenue growth of +11% was softer than expected, WTC delivered annualised run-rate savings of ~US$115m in FY26, supporting further margin expansion into FY27.

FY27 guidance will see revenue growth 2H-weighted, reflecting the timing of growth initiatives, while Underlying EBITDA guidance of US$725-780m implies EBITDA margins tracking back towards 49-51%.

Flight Centre Travel Group Ltd (ASX: FLT)

The Flight Centre share price is $12.07, down 1% today and down 5% over 12 months.

Flight Centre released its FY26 report this week.

Morgans reiterated its buy rating on the ASX 200 consumer discretionary share.

The broker lowered its 12-month price target from $14.80 to $14.25.

This implies potential capital gains of 18% ahead for Flight Centre shares.

Morgans said:

FLT’s FY26 result came in at the lower end of guidance which is disappointing given its 18 June trading update. Leisure was the key miss for us. Corporate had a strong year (+28% NPBT growth), while Leisure was weak (NPBT -22%) given the Middle East conflict.

Outlook comments disappointed with Corporate expected to have a weak 1H27, followed by growth in the 2H27. Pleasingly, Leisure is off to a strong start.

While investors will need to be patient for another six months, FLT’s fundamentals remain attractive (FY27F PE of 11.6x) …

When operating conditions ultimately improve, both its earnings and share price will be materially higher.

Netwealth Group Ltd (ASX: NWL)

The Netwealth share price is $21.40, down 0.5% today and down 38% over 12 months.

Netwealth released its FY26 earnings this week.

Morgans increased the ASX 200 financial share to a buy rating with a $27.50 target.

This implies potential gains of 28% ahead for Netwealth shares.

Morgans said:

NWL reported FY26 Revenue +21%; EBITDA +18%; and NPAT +16% on pcp, which was largely in line with MorgF / Consensus expectations.

Whilst flows momentum 1Q27 to date has seen a slower start, NWL reaffirmed its FY27 Flows guidance of $18-20bn, with the cadence of flows from MS and other sources expected to step up over the course of the year.

The post 3 ASX 200 shares to buy post-results: broker appeared first on The Motley Fool Australia.

More reading

• 9 ASX 200 shares with strengthened buy ratings this week
• WiseTech shares are bouncing back. Is it time to buy?
• Why is everyone talking about Flight Centre, Air New Zealand and Virgin Australia shares on Friday?
• Buy, hold, sell: Domino’s, Flight Centre, and WiseTech shares
• 3 excellent ASX shares I’d buy for long-term wealth creation

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 positions in and has recommended Netwealth Group and WiseTech Global. The Motley Fool Australia has positions in and has recommended Netwealth Group and WiseTech Global. The Motley Fool Australia has recommended Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

As reporting season rolls on, it gives the brokers plenty to work with on valuing companies.

I’ve selected three of UBS’ new research notes that look at ASX mining stocks it thinks will outperform over the next 12 months.

Let’s see who they like.

Mineral Resources Ltd (ASX: MIN)

Mineral Resources delivered its strongest ever financial result this week, posting record revenue of $6.5 billion and underlying net profit of $822 million, up 831%.

The iron ore and lithium miner also shocked the market with a much larger-than-expected dividend, paying 83 cents per share, up from nothing the previous year.

Managing director Chris Ellison said of the result:

The past 12 months stand among the most significant in MinRes’ history. Record operational and financial results reflect years of strategic investment, positioning the company to enter its third listed decade with a stronger foundation than at any point in our 20-year journey on the ASX. Onslow Iron achieved nameplate capacity of 35Mtpa in August 2025, just three years after we reached a Final Investment Decision. The speed of delivery is a demonstration of the inhouse capability we have developed across the business, with strong cash flow from the project now accelerating the deleveraging of the balance sheet.

UBS said the company beat expectations across all key metrics and had a healthy balance sheet.

They expect to see higher earnings in the current year as iron ore, lithium, and mining services all ramp up.

UBS has a $76 price target on Mineral Resources shares, compared with the current $64.09.

Capricorn Metals Ltd (ASX: CMM)

UBS said there were no real surprises in the Capricorn result, with EBITDA slightly below expectations, driven by higher corporate and exploration costs.

The gold company’s full-year sales revenue came in at $769.3 million, up 46%, while net profit was 59% higher at $327.2 million.

Capricorn also declared a 5-cent dividend, fully franked.

For FY27, the company is forecasting gold production of 137,000 to 147,000 ounces, up 18.3% on the FY26 guidance, at an all-in sustaining cost of $1900 to $2100 per ounce.

UBS has a price target of $20.25 on Capricorn shares, compared with the current price of $17.42.

Lynas Rare Earths Ltd (ASX: LYC)

Lynas’ net profit of $222.4 million came in below expectations, on record revenue of $977.9 million.

The company also received a record price across all of its rare earths products.

The company is ramping up production across various assets and investing heavily in its Towards 2030 growth strategy, for which the company raised $932 million in new equity during the year.

UBS has a $22.50 price target on Lynas shares, compared with the current $16.19.

The post 3 ASX mining stocks UBS rates as a buy appeared first on The Motley Fool Australia.

More reading

• 9 ASX 200 shares with strengthened buy ratings this week
• Here are the top 10 ASX 200 shares today
• Mineral Resources just delivered a surprise dividend. Here’s how much
• Mineral Resources shares jump 5% today: Buy, sell or hold?
• Why Wesfarmers, Mineral Resources and Qantas shares are turning heads on Thursday

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

The S&P/ASX 200 Index (ASX: XJO) is back in positive territory on Friday.

At the time of writing, the benchmark index is up 0.26% to 9,061 points after closing 0.98% lower at 9,038 points on Thursday.

That leaves the market around 2.5% below its record high of 9,296 points reached earlier this month, although it is still holding above the 9,000 mark.

So, what’s helping the ASX 200 move higher today?

Tech stocks are leading the rebound

Technology shares are doing much of the heavy lifting today after a strong night on Wall Street.

Nvidia Corp (NASDAQ: NVDA) shares jumped 8.7% after investors welcomed the company’s latest quarterly results and outlook. The move added around US$442 billion to the chipmaker’s market value in a single session.

That helped push the Nasdaq Composite Index (NASDAQ: .IXIC) 1.6% higher, while the S&P 500 Index (SP: .INX) gained 0.7%, with technology easily the strongest-performing sector.

That strength has flowed through to the local market, with some of the ASX’s biggest tech shares among Friday’s strongest performers.

Xero Ltd (ASX: XRO) shares are up 8.28% to $88.50, and Pro Medicus Ltd (ASX: PME) shares have climbed 3.93% to $186.28.

The banks are also lending a hand. Commonwealth Bank of Australia (ASX: CBA) shares are up 0.87% to $156.31, while National Australia Bank Ltd (ASX: NAB) shares have risen 1.05% to $38.38.

The gains are fairly broad across the market as well, with 103 ASX 200 companies trading higher, 89 lower, and 8 unchanged.

There are still a few big stocks moving the other way though. Rio Tinto Ltd (ASX: RIO) shares are down 1.28% to $176.41, Woolworths Group Ltd (ASX: WOW) shares are 1.19% lower at $39.08, and CSL Ltd (ASX: CSL) shares have fallen 1.08% to $172.01.

Rate hike concerns haven’t disappeared

Today’s rise doesn’t mean investors have stopped worrying about interest rates.

The latest ABS figures showed annual inflation eased to 3.5% in July, although trimmed mean inflation remained higher at 3.6%.

Household spending also jumped, rising 1.1% in July and 7% over the year. That has kept the possibility of another RBA rate hike on the table for now.

Westpac chief economist Luci Ellis said the latest inflation numbers have increased the risk of another hike, but she doesn’t think the RBA has seen enough yet to make that call.

She sees November as a more likely time for a move than September, with the RBA still set to receive more data on jobs, spending, and inflation before deciding what comes next.

What should investors watch?

The ASX 200 has found some support after falling for 2 straight sessions, although it is still sitting below the 9,296-point record high reached on 6 August.

From here, investors will be watching to see whether today’s tech-led rebound can build into something broader and carry into next week.

Interest rates are still likely to have the biggest say in where the market heads next.

The post Why the ASX 200 is pushing higher as rate hike fears grow appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Friday
• Should I buy BHP shares before the end of August?
• 37 ASX shares going ex-dividend next week
• Here are the top 10 ASX 200 shares today
• Why is the ASX 200 falling to a 4-day low today?

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

S&P/ASX 200 Index (ASX: XJO) shares are 0.3% higher at 9,061.6 points on the second last day of earnings season.

This week, brokers indicated continued confidence in several ASX 200 shares.

Let’s check them out.

Coles Group Ltd (ASX: COL)

The Coles share price is $23.40, down 1.4% today and down 3% over 12 months. 

Over the past month, this ASX 200 consumer staples share has fallen 2%.

Morgan Stanley renewed its buy rating on Coles shares this week.

The broker has a 12-month price target of $25.

This suggests a potential 6% upside ahead.

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price is $64.35, down 1.6% today and up 74% over 12 months. 

Over the past month, this ASX 200 mining share has soared 21%.

Bell Potter renewed its buy rating on Mineral Resources shares today.

The broker has a $75 target, which implies a 15% upside ahead.

Woolworths Group Ltd (ASX: WOW)

The Woolworths share price is $39.04, down 1.3% today and up 38% over 12 months.

This ASX 200 supermarket share has fallen 2% over the past month.

Morgans reiterated its buy rating on Woolworths shares with a price target of $43.50.

This implies potential capital gains of 11% ahead.

Centuria Capital Group (ASX: CNI)

The Centuria Capital share price is $1.18, down 1.3% today and down 52% over 12 months. 

Over the past month, this ASX real estate investment trust (REIT) has slumped 22%.

UBS maintained its buy rating on Centuria Capital shares today.

The broker lowered its target from $2.11 to $1.80, suggesting a 52% upside ahead.

Paladin Energy Ltd (ASX: PDN)

The Paladin Energy share price is $11.77, down 2.6% today and up 62% over 12 months.

Over the past month, this ASX 200 uranium share has ripped 28% higher.

Jefferies reaffirmed its buy rating on Paladin Energy shares yesterday.

The broker raised its price target from $12.50 to $14.50.

This suggests a potential 22% upside ahead.

NextDCLtd (ASX: NXT)

The NextDC share price is $14, up 3.1% today and up 2% over 12 months.

This ASX 200 tech share has increased 6% over the past month.

UBS renewed its buy rating on NextDC shares today with a $22.55 target.

This implies potential capital growth of 61% over the next year.

Droneshield Ltd (ASX: DRO)

The Droneshield share price is $1.76, down 1.7% today and down 46% over 12 months.

Over the past month, this ASX 200 industrials share has fallen 2.5%.

Bell Potter renewed its buy rating on Droneshield shares this week.

The broker shaved its 12-month price target from $2.50 to $2.40.

This suggests a potential 35% upside ahead.

WiseTech Global Ltd (ASX: WTC)

The WiseTech share price is $41.89, up 6% today and down 58% over 12 months.

This ASX 200 tech share has risen 21% over the past month.

Morgans reiterated its buy rating on Wisetech shares this week.

The broker cut its target price from $67 to $62.50.

This implies a potential 49% upside ahead.

Qantas Airways Ltd (ASX: QAN)

The Qantas share price is $9.54, down 1.2% today and down 21% over 12 months. 

Over the past month, this ASX 200 airline share has fallen 8%.

Morgan Stanley retained its buy call on Qantas shares today.

The broker raised its target from $12.50 to $12.80.

This suggests a potential 33% upside ahead.

The post 9 ASX 200 shares with strengthened buy ratings this week appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Ramsay Health Care, PLS Group, Woolworths shares
• 3 ASX 200 stocks, including Paladin Energy, storming higher on earnings results this week
• WiseTech shares are bouncing back. Is it time to buy?
• Are DroneShield shares a buy after dropping almost 50% in 2026?
• Buy, hold, sell: Domino’s, Flight Centre, and WiseTech shares

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 positions in and has recommended DroneShield, Jefferies Financial Group, and WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares are 0.3% higher at 9,062.7 points on the second last day of earnings season.

Brokers have been reviewing ASX 200 company reports and updating their ratings and 12-month price targets accordingly.

Here are three updates from Morgans.

Woolworths Group Ltd (ASX: WOW)

The Woolworths share price is $38.95, down 1.5% today and up 37% over 12 months.

Woolworths released its FY26 earnings this week.

Morgans reiterated its accumulate rating on the ASX 200 consumer staples share.

The broker raised its 12-month price target from $37.30 to $43.50.

This implies potential capital gains of 11% ahead for Woolworths shares.

Morgans said:

WOW’s FY26 result was slightly better than expected. Australian Food earnings were in line with our forecast, while Australian B2B and W Living exceeded expectations. NZ Food was softer following a challenging 2H26.

Encouragingly, Australian Food sales momentum has continued into early FY27, supported by the popular Disney Ooshies collectibles campaign. Excluding this benefit, sales growth remained solid, indicating the underlying business continues to perform well.

Our target price increases to $43.50 (from $37.30), reflecting changes to earnings forecasts and a higher valuation multiple.

The multiple expansion reflects continued positive momentum in the core Australian Food segment, our increased confidence that this sales growth can be sustained, and improved execution.

Ramsay Health Care Ltd (ASX: RHC)

The Ramsay Health Care share price is $50.98, up 1.8% today and up 50% over 12 months.

Ramsay Health Care released its FY26 report this week.

Morgans renewed its hold rating on the ASX 200 healthcare share with a $49.39 target.

This suggests the stock is fully valued.

The broker said:

FY26 underlying NPAT increased 23% and was ahead of expectations, with EBIT growth and positive OCF (ex РSant̩). Australia remained the earnings driver, while UK Acute was the standout and Elysium showed a material 2H turnaround.

Pleasingly, Australia delivered EBIT growth of 11.2% and 30bp margin expansion despite a 4% headwind from new funding at Joondalup public, supported by activity, acuity, theatre utilisation, PHI indexation and cost control.

While we view result quality as encouraging (OCF & ROCE up), FY27 guidance is qualitative, with management only targeting EBIT growth and margin expansion (ex РSant̩), leaving the sustainability question open for debate.

PLS Group Ltd (ASX: PLS)

The PLS Group share price is $5.34, up 3.6% today and up 132% over 12 months. 

PLS Group released its FY26 results this week.

Morgans downgraded the ASX 200 lithium share from hold to trim with a $4.60 target.

This suggests a potential 13% downside ahead.

Morgans commented:

PLS delivered an in-line FY26 Underlying EBITDA result and surprised with a maiden 5cps fully franked final dividend (22% FCF payout).

We view PLS as fairly valued at current levels, with its premium to peers already reflecting the company’s best-in-class execution, balance sheet and growth optionality.

Depleted lithium inventories leave scope for short-term upside, though we see the medium-term outlook as more volatile given uncertainty around supply and demand drivers.

The post Buy, hold, sell: Ramsay Health Care, PLS Group, Woolworths shares appeared first on The Motley Fool Australia.

More reading

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• How much passive income can I earn off a $1 million superannuation balance?
• How much could $10,000 in Woolworths shares be worth in a year?
• 37 ASX shares going ex-dividend next week
• Here are the top 10 ASX 200 shares today

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.

Having topped new all-time highs earlier this week, BHP Group Ltd (ASX: BHP) shares have had a really strong run so far in 2026.

In fact, the Aussie mining giant has performed so well, that earlier this year it retook the biggest ASX stock crown from Commonwealth Bank of Australia (ASX: CBA).

And that lead has kept on growing, spurred by this year’s 15% increase in global copper prices to US$14,283 per tonne, according to data from Bloomberg.

BHP currently commands a market cap of around $338.3 billion, or more than 29% higher than CBA’s market cap of $261.6 billion.

So, just how well has BHP been doing this year?

I’m glad you asked!

What a $5,000 investment in BHP shares on 2 January is worth today

On 2 January, you could have picked up shares in the S&P/ASX 200 Index (ASX: XJO) mining giant at an intraday low of $45.17 each.

So, with $5,000 you could have bought 110 BHP shares with enough change left over for a large pizza.

In early afternoon trade today, shares are changing hands for $66.81, just off Tuesday’s record closing high of $67.67 per share.

That means the 110 shares you bought on 2 January would be worth $7,349 today.

But wait.

There’s more.

Atop those capital gains, BHP also paid out a fully franked interim dividend of $1.039 a share on 26 March.

If we add that back into today’s share price, then the accumulated value of BHP stock bought and held since 2 January is now worth (a rounded) $67.85 a share.

Which brings the accumulated value of the 110 shares you bought for $5,000 to $7,463 today. Or a gain of more than 49%, smashing the 4% gains posted by the ASX 200 over this time.

And don’t forget that large pizza!

What about the upcoming BHP dividend?

BHP reported its full year FY 2026 results on 18 August.

And the ASX 200 miner pleased passive income investors with a 51.5% boost in its final dividend.

That was enabled by the company’s 15% year-on-year increase in revenue to US$58.8 billion. While underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) increased by 27% to US$32.9 billion.

And with underlying profits up 30% from FY 2025 to US$13.2 billion, management declared a fully franked final dividend of $1.392 per share.

But if you sold those BHP shares you bought on 2 January today, you wouldn’t receive that passive income payout.

To bank the final BHP dividend, you’ll need to own the stock at market close on 2 September. You can then expect to see that passive income hit your bank account on 23 September.

The post $5,000 invested in BHP shares on 2 January is now worth… appeared first on The Motley Fool Australia.

More reading

• Should I buy BHP shares before the end of August?
• 37 ASX shares going ex-dividend next week
• South32, Woolworths, BHP shares reach 52-week high: Buy, sell or hold?
• 2 ASX 200 shares I’d buy and 2 I’d avoid amid a surging Aussie dollar
• Will CBA shares ever get back to the top of the ASX 200?

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

Xero Ltd (ASX: XRO) shares are having a big Friday session.

At the time of writing, the accounting software stock is up 8.36% to $88.56 after climbing as high as $89.54 earlier in the day.

It continues an impressive turnaround over the past month, with Xero shares now up around 35% during that period.

However, investors who have owned the stock since the start of the year are still playing catch-up, with the share price down around 22% in 2026.

So, could the shares be heading back towards $100?

Let’s take a closer look.

Why are Xero shares surging?

According to The Australian, Xero is having its best trading day in around 2 months and is now testing a key resistance level.

The newspaper noted that trading volume was running 69% above average earlier on Friday, while the stock had reached a 3-month high.

There could also be some short covering helping the rally along.

Almost 5% of Xero shares were reportedly sold short last week, which was a record high. When a heavily shorted stock starts moving higher, some short sellers may decide to buy back their shares and cut their losses, which can add more buying pressure.

The Australian said the next level to watch is the June high of $89.69. If Xero can break through that level and stay above its 200-day moving average, further short covering could potentially push the shares closer to $100.

A massive turnaround from July

The rebound in Xero shares looks even more impressive when you look back just over a month.

The stock closed at $61.58 on 24 July, meaning it has now climbed more than 40% from that level.

The recovery has come during another busy stretch of news from the company.

At Thursday’s annual meeting, chair David Thodey acknowledged the weak share price performance over the past year, but said the business itself continued to perform well.

He said weaker software valuations and investor concerns around the returns from the Melio acquisition had both weighed on the share price.

Management also pointed to a strong FY26 result, with operating revenue rising 31% to NZ$2.75 billion and adjusted EBITDA increasing 18% to NZ$757 million.

What should investors watch?

The next level to watch is around $89.69, which was the June high highlighted by The Australian.

If Xero can break through that level and hold above $90, it could give the rally another boost and force more short sellers to buy back their positions.

However, keep in mind that the stock has already covered a lot of ground in a very short period.

Thursday’s low of $81.50 is another level worth keeping an eye on if some of the recent momentum starts to fade.

The post Xero shares just jumped 8%. Is $100 next? appeared first on The Motley Fool Australia.

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• What on earth’s going on with Xero shares?
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• Xero vs Zip shares: Which ASX 200 tech stock has made investors richer over the past month?

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

As we approach the Friday closing bell, the S&P/ASX 200 Index (ASX: XJO) is up a slender 0.1% for the week, with these three ASX 200 stocks leaping ahead of those gains following strong earnings results.

Here’s what’s been piquing investor interest.

Paladin Energy Ltd (ASX: PDN)

At time of writing, Aussie uranium miner Paladin Energy shares are trading for $12.00 apiece. That sees this ASX 200 stock up 18.5% since last Friday’s close.

Paladin Energy released its FY 2026 results on Wednesday.

Following the successful ramp-up of Paladin’s Langer Heinrich Mine (LHM), the miner reported production of 4.82 million pounds of uranium (U₃O₈), which came in at the upper-end of guidance.

The company also achieved a 71% year on year increase in sales revenue to US$304 million. That was spurred by both higher sales of 4.35 million pounds of uranium and a 7% increase in the realised average price, which came out at US$70.0 per pound.

Paladin Energy reported a gross profit of US$52 million, up from a gross loss of US$26 m million in FY 2025.

The miner still ended the financial year with a net loss after tax of US$9.1 million, though that’s a big improvement from the US$77 million net loss reported in FY 2025.

Lovisa Holdings Ltd (ASX: LOV)

The second ASX 200 stock shooting the lights out in this week’s fairly stagnant market is fashion jewellery retailer Lovisa.

Currently trading for $26.38, Lovisa shares are up 14.2% for the week.

Most of those gains were delivered on Wednesday as investors pored over Lovisa’s FY 2026 results release.

Highlights included a 17.6% year on year increase in revenue to $939 million. And earning before interest and tax (EBIT) were up 14.1% to $158 million.

On the bottom line, Lovisa achieved a net profit after tax (NPAT) of $95.6 million, up 10.7% from FY 2025.

The company delivered a full year dividend 86 cents per share, 50% franked. That up 11.7% from last year’s dividend payouts.

Which brings us to…

ASX 200 stock Ansell Ltd (ASX: ANN)

At time of writing, shares in ASX 200 stock Ansell are up 15.8% from the week, changing hands for $40.40 apiece.

The ASX health and safety products company got a big boost on Monday after reporting its own FY 2026 earnings results.

Investors reacted positively to Ansell’s record sales of US$2.14 billion, up 6.8% from FY 2025. Earnings grew strongly too, with Ansell reporting adjusted EBIT US$322 million, up 14.1%.

And on the bottom line, the company reported a 15.8% year on year increase in adjusted NPAT to US$212 million.

Over the full year, Ansell paid 68.1 US cents per share in dividends, up 35.7% from the prior year’s passive income payouts.

The post 3 ASX 200 stocks, including Paladin Energy, storming higher on earnings results this week appeared first on The Motley Fool Australia.

More reading

• After a big jump this week, what are brokers saying about the Lovisa share price?
• 37 ASX shares going ex-dividend next week
• 7 ASX 200 shares downgraded by brokers this week
• Buy, hold, sell: Coles, Paladin Energy, and Woodside shares
• 3 ASX mining shares Bell Potter rates a buy

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

WiseTech Global Ltd (ASX: WTC) shares are back in recovery mode on Friday.

At the time of writing, the WiseTech share price is up 5.13% to $41.58, helped by a strong night for US tech stocks.

Shareholders will probably welcome the rebound after what has been a rough couple of days.

WiseTech shares fell from $45.47 on Tuesday to $39.55 on Thursday, wiping around 13% off the stock in just two sessions following the company’s FY26 result.

It has been a pretty wild month overall. Even after that sell-off, the shares are still up around 30% over the past month. However, they remain down roughly 40% since the start of 2026.

So, with the share price bouncing again, could there be more upside ahead?

Here’s what the brokers think.

Brokers are still mostly bullish

Despite the recent volatility, brokers remain pretty positive on WiseTech shares.

According to TipRanks, 9 analysts currently rate the stock as a buy, while 2 have hold ratings.

The average 12-month price target is $57.77. Based on the current share price, that suggests the shares could climb around 39% from here.

Nonetheless, there is still a wide range of views on where the share price could end up. The highest target is $70, while the lowest sits at $40.

While most brokers remain bullish, there’s clearly some uncertainty over just how much upside WiseTech still has.

The latest broker calls

Several brokers have updated their views since Wednesday’s result.

Morgan Stanley kept its buy rating and $70 price target. Bell Potter also remains bullish, although it lowered its target from $71.75 to $65.

Citi went the other way, lifting its price target from $55.05 to $58.75. UBS cut its target from $65 to $56 but kept its buy recommendation.

Macquarie also nudged its target higher to $48.20 and retained its buy rating.

Not every broker is convinced, though. Jefferies downgraded WiseTech to hold and set a $45 target, while JPMorgan has a hold rating and $40 target.

Morgans also made a change today, trimming its price target by 6.7% to $62.50.

Even after the cut, Morgans still sees around 50% upside from where WiseTech shares trade today.

What should investors watch?

There are still a few things investors will want to keep an eye on from here.

Management is guiding for FY27 revenue of $1.48 billion to $1.54 billion and underlying EBITDA of $725 million to $780 million.

The company is also looking for more savings from e2open and greater use of AI across the business.

At the same time, the market will want to see WiseTech deliver on that guidance, especially with regulatory concerns still hanging over the company.

The shares have bounced strongly from their June low of $28.76, but recent sessions show how quickly sentiment can change.

The post WiseTech shares are bouncing back. Is it time to buy? appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. JPMorgan Chase is an advertising partner of Motley Fool Money. 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 positions in and has recommended JPMorgan Chase, Jefferies Financial Group, Macquarie Group, and WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool Australia has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX All Ordinaries Index (ASX: XAO) gold stock Titan Minerals Ltd (ASX: TTM) is marching higher today.

Shares in the South American-focused gold and copper miner closed trading yesterday for 66.5 cents. In morning trade on Friday, shares are changing hands for 67.5 cents each, up 1.5%.

This sees the Titan Minerals share price up 53.4% since this time last year.

For some context, the All Ordinaries Index is up 0.2% at this same time and also up 0.2% over 12 months.

And according to the analysts at Euroz Hartleys, Titan Minerals is well-placed to keep smashing the benchmark returns in the year ahead.

ASX All Ords gold stock tipped for 200% gains

On 20 August, Titan Minerals released an update on its 100% held Dynasty Gold Project, located in Ecuador.

The ASX All Ords gold stock has been completing a 10,000-metre resource definition drilling program at the Cerro Verde prospect, within Dynasty, aiming for a Mineral Resource update in early 2027.

Last week, Titan Minerals reported that its latest drilling had struck an “extensive new zone” of gold and silver mineralisation at Cerro Verde.

Among the top drill results, the miner reported an intercept of 33.5 metres at 6.6 grams of gold per tonne and 55.5 grams of silver per tonne (6.6 g/t Au, 55.5 g/t Ag).

“Our technical team are highly encouraged by these latest results, which have provided a breakthrough in our understanding of the major mineralisation pathways and controls at Dynasty,” Titan CEO Melanie Leighton said.

Euroz Hartleys was also impressed. The broker noted:

Importantly, the ~250gm AuEq intersection lies outside the current resource, suggesting potential for a meaningful addition to the existing resource base, which currently stands at 3.9Moz gold and 26Moz silver.

The discovery is particularly significant because it reveals a previously unrecognised northwest-trending structural corridor that may have been overlooked by earlier drilling, noting previous holes in this area were largely drilled parallel to these structures, hence mineralisation may have been missed.

Summarising their bullish outlook on the ASX All Ords gold stock, the analysts at Euroz Hartleys concluded:

TTM has identified multiple high-priority targets along this structural corridor and plans to commence follow-up drilling shortly to test extensions and repeat zones of mineralisation.

If further drilling confirms continuity of the shear-hosted system, the discovery could materially expand the Dynasty resource and strengthen the project’s long-term growth potential.

Euroz Hartleys maintained its speculative buy recommendation on Titan Minerals but lifted its price target to $2.02 a share (from $1.93).

This implies a potential upside of more than 199% from current levels.

The post Up 53%: Why this surging ASX All Ords gold stock just earned a major broker upgrade appeared first on The Motley Fool Australia.

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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.