Author: openjargon

A bunch of new research notes have come out this week, with brokers issuing buy ratings on some interesting companies.

Let’s see which ones they like.

NextDC Ltd (ASX: NXT)

NextDC shares are flat over the past 12 months, having traded as low as $10.74 and as high as $17.93.

UBS has a price target of $22.55 on NextDC shares compared to $14.03 currently.

The broker referred to a recent announcement NextDC made to the ASX, which said that following further contract wins, NextDC’s contracted utilisation had increased by 11% to 740 megawatts.

NextDC said at the time, “the pro-forma forward order book is expected to progressively convert to billings, revenue and EBITDA over the period FY26 to FY30”.

UBS said there was “very little” detail in the update, but said it was “another substantial win”.

The broker added that it was not possible to put a number on the earnings impact, as it was unclear whether it was a neocloud or AI contract.

Alkane Resources Ltd (ASX: ALK)

UBS has actually downgraded its price target for Alkane by 40 cents to $1.75, but still has a buy rating on the gold stock, which was last changing hands for $1.35.

The broker said the company’s recently-released quarterly costs came in above their estimates, and FY27 guidance was soft.

Alkane also proposed a maiden 2-cent dividend in the recent update, having built its cash holdings to $432 million.

Managing Director Nic Earner said it was a good end to the year for the company.

He said:

It has been another great quarter for Alkane, producing 40,949 ounces of gold and 456 tonnes of antimony (42,491 ounces of gold equivalent) over the full quarter, which places full year FY26 production at 168,337 ounces of gold equivalent, in the top half of guidance.

UBS said M&A activity would remain in focus as the most viable way for the company to grow production.

The broker added:

Near term production in Tier 1 jurisdictions remains the preference, and we continue to view ALK’s holding of Medallion Metals (ASX: MM8), with its Ravensthorpe Gold Project as an interesting option.

BCI Minerals Ltd (ASX: BCI)

Shaw and Partners has a buy rating on this salt project developer, saying in a research note this week that the company was progressing well.

The broker said:

Mardie has advanced significantly since our recent initiation, achieving construction completion of 85% (82% including the crystalliser lining program), up from 81% in March. Crucially, the operation has commenced salt precipitation on schedule, exiting the initial filling phase to become an active producer with 49kt of crystallised salt on pavement at quarter end. The critical path to First Salt on Ship remains governed by natural solar evaporation and weather conditions during this early phase. Management continues to target operational readiness for FSOS by MarQCY27.

Shaw and Partners said as the project closes the gap to its first commercial harvest, “the current market valuation continues to significantly discount the tier-1 replacement value of this 60-plus year infrastructure asset. We expect a major equity re-rating as execution risks give way to structural cash flow”.

The broker has a price target of 75 cents on BCI compared to 42.75 cents currently.

The post Brokers name 3 ASX shares to buy with gains of up to 75% appeared first on The Motley Fool Australia.

More reading

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• NEXTDC share price on watch as contracted utilisation rises and forward order book grows
• 3 top ASX 200 shares I’d buy for a self-managed superannuation fund
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Cameron England has positions in Nextdc. 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.

The Santos Ltd (ASX: STO) share price is catching investor attention this week.

At the time of writing, in Wednesday lunchtime trade, the shares are up around 1% and changing hands for $7.86 a piece.

Today’s increase follows a run of share price rises recently. Since dipping to a low of $7.04 in late June, the shares have now rebounded over 11%. 

They’re now up around 27% year to date, but are around 0.5% below the trading levels seen this time last year.

Why is everyone talking about the Santos share price?

There hasn’t been any price-sensitive news out of Santos this week.

It looks like the ASX 200 oil and gas giant’s share price is the talk of the town right now as conflict between the US and Iran continues to escalate.

Santos shares gradually cooled through June and into July, off the back of expectations that the conflict was winding down. When the original peace deal broke in June, Santos fell 8% in a single session. 

But a stark reversal over the past two weeks has reinvigorated the war risk tailwinds that saw the company’s shares fly higher earlier this year. 

Escalating conflict has quickly caused a spike in oil prices, which in turn acts as a strong tailwind for Santos shares.

Trading Economics data shows that the price of WTI crude oil has now climbed past US$85 per barrel and is hovering near six-week highs as supply risks intensify across several major export routes even beyond the Middle East.

“President Donald Trump dismissed the likelihood of imminent talks with Iran while warning of additional strikes and pledging retaliation if Tehran-backed Houthi rebels in Yemen disrupted shipping through the Red Sea,” Trading Economics said.

“The Red Sea has become a vital export corridor for Saudi Arabia during the conflict, enabling the kingdom to reroute part of its crude exports through pipelines and reduce reliance on the Strait of Hormuz. Meanwhile, a Kuwaiti tanker carrying oil products was struck in Hormuz, underscoring persistent threats to maritime traffic. Outside the region, traders are also monitoring a series of attacks on the Caspian Pipeline Consortium terminal along Russia’s Black Sea coast, a key export hub for most of Kazakhstan’s crude.”

Company-specific tailwinds

Tightening oil supply isn’t the only thing driving the Santos share price higher. 

A few company-specific tailwinds, including a rise in production and improved cash flow, have also helped support the Santos share price recently.

In late April, Santos posted its March quarter update, revealing a 1% increase in production and a 3% rise in sales revenue compared with the prior quarter. 

Its free cash flow from operations of US$383 million was in line with Q425, and management reaffirmed its FY26 production and cost guidance.

The company also recently confirmed it has now hit continuous production at its Pikka oil project in Alaska. The project is now producing about 20,000 barrels of oil per day, which will ramp up to 80,000 barrels per day during the third quarter of 2026.

What do brokers expect next?

The experts are still very bullish that the Santos share price can keep climbing higher this year.

TradingView data shows that the majority (12 out of 14) analysts have a buy or strong buy rating on the shares.

The average $8.48 target price implies a potential 8% upside, at the time of writing. But some are even more bullish that the shares could jump another 35% to a multi-year high of $10.66 a piece.

The post The Santos share price is in the spotlight this week. Here’s why appeared first on The Motley Fool Australia.

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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 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.

Westgold Resources Ltd (ASX: WGX), Resolute Mining Ltd (ASX: RSG), and Paladin Energy Ltd (ASX: PDN) shares are making waves today.

And all three of the big Aussie mining stocks are handily outperforming the 0.2% gains posted by the S&P/ASX 200 Index (ASX: XJO) today.

Here’s what’s catching investor interest on Wednesday.

Paladin shares lift on FY 2027 uranium guidance

Paladin shares are up 4.1% at the time of writing, changing hands for $8.91 each.

This outperformance follows the release of the ASX 200 uranium stock’s June quarter update as well as FY 2027 production and cost guidance for its Langer Heinrich Mine, located in Namibia.

Following the successful ramp-up of the Langer Heinrich Mine, Paladin is forecasting full-year uranium production of 5.1 million to 5.6 million pounds (U3O8).

The miner expects to sell 4.8 million to 5.3 million pounds over FY 2027, expecting an average cost of US$44 to US$48 per pound.

Paladin noted that the average realised uranium price it receives in FY 2027 could range as low as US$51 per pound to as high as US$103 per pound, depending on market prices.

Over the June quarter, Paladin produced 1.23 million pounds of uranium, achieving an average realised price of US$70.6 per pound.

Resolute Mining shares jump on expanded gold resource

Joining Paladin shares in outperforming today, Resolute Mining shares are up 3.2%, trading for 97 cents each.

This comes after the ASX 200 gold miner announced that the Mineral Resource Estimate at its ABC Project, located in Cote d’Ivoire, has increased to 3 million ounces of contained gold, up some 36% from the 2.2 million ounces reported last year.

And Resolute Mining isn’t slowing down.

The company said it currently has seven drill rigs at ABC, which it intends to increase to eleven rigs in August, with the planned 80,000 metres drill program underway.

“Since acquiring the asset last year, we have built strong momentum through exploration with the updated MRE representing a key milestone in the project’s development pathway,” Resolute Mining CEO Chris Eger said.

Which brings us to…

Westgold Resources shares surge on production record

Like Resolute Mining and Paladin shares, Westgold shares are enjoying a strong run today, up 3.4% at $4.73 apiece.

This follows the release of the ASX 200 gold stock’s June quarterly update.

Highlights included all-time high FY 2026 production of 387,354 ounces of gold. That tops the company’s FY 2026 guidance of 345,000 ounces to 385,000 ounces of gold.

On the balance sheet, Westgold held $939 million in cash, bullion, and liquid investments as at 30 June. That’s up $575 million from the end of FY 2025.

The post Why is everyone talking about Resolute Mining, Westgold and Paladin shares on Wednesday? appeared first on The Motley Fool Australia.

More reading

• Paladin Energy sets FY2027 Langer Heinrich uranium guidance
• Resolute Mining grows ABC Project gold resource to over 3Moz
• Westgold Resources exceeds guidance with record gold production in FY26
• 5 things to watch on the ASX 200 on Wednesday
• These are the 10 most shorted ASX shares

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.

The Elsight Ltd (ASX: ELS) share price is in focus today after the company released its Appendix 4C quarterly update, highlighting customer receipts of US$5.4 million and a closing cash balance of US$63.3 million at 30 June 2026.

What did Elsight report?

• Customer receipts of US$5.4 million for the June quarter (US$13.6 million year to date)
• Net operating cash outflow of US$175,000 for the quarter, with a 6-month net inflow of US$3.8 million
• Net cash used in investing activities totalled US$619,000 for the quarter
• Net cash from financing activities of US$296,000 in the quarter, mainly from option exercises
• Cash and cash equivalents at quarter end of US$63.3 million
• 361 estimated quarters of funding available at current cash burn rates

What else do investors need to know?

Elsight reports a healthy cash position, ending the quarter with over US$63 million in cash and no debt or overdrafts. The company’s quarterly net operating cash flow was negative, largely due to ongoing research, development, and product manufacturing investments.

There were no new financing facilities or borrowings recorded. Payments to related parties in the quarter totalled US$28,000, relating to director fees and salaries.

What’s next for Elsight?

With robust cash reserves and no outstanding debt, Elsight is well-placed to continue its investments in research, development, and product manufacturing. The company’s funding runway offers comfort to investors as it pursues its growth strategy.

Looking ahead, management will likely focus on converting its strong customer receipts into ongoing revenue growth and exploring new opportunities within its market segment.

Elsight share price snapshot

Over the past 12 months, Elsight shares have risen 230%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

View Original Announcement

The post Elsight delivers solid cash flow in June quarter appeared first on The Motley Fool Australia.

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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.

Beetaloo Energy Ltd (ASX: BTL) shares took off on Wednesday morning after the company announced the launch of Beetaloo Digital, which will aim to play in the data centre space.

Diversifying into technology

The emerging gas producer said in a statement to the ASX that it had been granted an exclusive right to develop an 185-hectare site south of Darwin into an integrated power and data centre development.

The company added:

The land has been granted on an exclusive basis, giving Beetaloo Energy the certainty to secure consortium partners and progress pre-FEED studies. The proposed development is intended to accelerate development of Beetaloo Energy’s Beetaloo Basin gas resource, creating a significant and durable domestic market, with the remaining capacity to be underpinned by the continuous energy demand of data centre operations.

Beetaloo said the site was adjacent to the Northern Territory Government’s proposed Darwin Energy Hub, and had the potential to complement the hub’s planned large-scale solar generation and battery storage by providing firm generation capacity.

The company added that the proposal had the potential to create a significant new gas market for Beetaloo Energy, with each gigawatt of compute power requiring up to 200 terajoules per day of gas for power generation.

Beetaloo Energy Managing Director Alex Underwood said:

The NT Government’s grant of exclusivity over strategically located land at Weddell is a milestone for Beetaloo Energy and for the Northern Territory. The Weddell site gives us a strong foundation to advance discussions with potential consortium partners, scale, proximity to existing and planned infrastructure, and Beetaloo Energy’s significant gas resources. Beetaloo Digital does not propose to consume power from the Northern Territory grid, we intend to add to it. We intend to overbuild gereration capacity, providing the NT the potential to gain a reliable, large-scale baseload electricity source as a direct outcome of this development. As such, this project is aligned with the Prime Minister’s recently announced Data Centre grid mandate requirements. Darwin’s proximity to Asia-Pacific markets, its subsea cable connectivity, and the Northern Territory Government’s backing make this an infrastructure opportunity that we believe is unmatched anywhere in the region.

Mr Underwood said Beetaloo Digital would be looking for partners for its project across data centre development, power generation, and pipeline infrastructure.

ASX energy share jumps on the news

Beetaloo Energy shares jumped 16.7% on the news to 29.75 cents.

The company also recently confirmed that first gas sales from its pilot project in the NT were expected in the fourth quarter of CY26.

The post Gas producer or data centre company? Why is this ASX energy share up 16% appeared first on The Motley Fool Australia.

More reading

• The Santos share price is in the spotlight this week. Here’s why
• Why is everyone talking about Resolute Mining, Westgold and Paladin shares on Wednesday?
• Elsight delivers solid cash flow in June quarter
• Can TPG Telecom shares rebound from an all-time low?
• Here’s what brokers tip for WiseTech shares over the next 12 months

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 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.

TPG Telecom Ltd (ASX: TPG) shares have slumped around another 0.5% to a fresh all-time low of $3.50 each in Wednesday trade.

The telco shares are now down around 9% year to date and 36% lower than this time last year.

What happened to TPG Telecom shares?

In November last year, TPG Telecom shares crashed around 33% in a single day in what was the largest one-day share-price fall in the company’s history.

The share price fell because it traded ex-dividend for a very large capital return to shareholders. 

TPG had previously sold its fibre assets and Enterprise, Government & Wholesale business to Vocus, receiving about A$4.7 billion in proceeds. It then decided to return A$3 billion of that cash to shareholders. The payment totalled A$1.61 per share.

On the ex-dividend date (13th of November), anyone buying the shares was no longer entitled to receive the A$1.61 payment. As a result, the market adjusted the share price downward by roughly the value of that distribution.

While this technically isn’t bad news for investors, it did cause a complete reevaluation of TPG Telecom’s share price value.

And one that the company has struggled to come back from.

The shares climbed gradually higher in the first quarter of 2026, but then tumbled again in May and into early June after the company released its first-half results, and investors became concerned about its outlook. 

At the time, management reaffirmed its FY26 EBITDA guidance of $1,665 million to $1,735 million (up from $1,637 million in FY25). But, they also warned that “EBITDA delivery is anticipated to be weighted to a stronger second-half performance”.

The question now is whether the company can deliver on its guidance. Can the shares stage a comeback? Or is there more downside ahead?

Here’s what the experts think.

Are the shares a buy, sell, or hold?

Analyst sentiment for TPG Telecom looks to be pretty mixed right now, but there are some bullish outlooks ahead.

Market Index data shows that the majority of brokers have a hold rating on the stock. But the $3.99 average target price implies a potential 13% upside at the time of writing. 

Analysts on TradingView are more bullish. The data shows that the majority (seven out of 13) have a buy or strong buy rating on TPG Telecom shares. Another five have a hold rating, and one rates the stock as a strong sell.

The average $4.02 target price implies a potential 15% upside ahead. Although some forecast that the shares have the potential to jump 31% higher to $4.60 a piece over the next 12 months.

JP Morgan upgraded its rating on the ASX 200 telecommunications shares last month. The broker has a hold rating and $3.70 target price on the shares, implying a small 6% potential upside ahead.

The post Can TPG Telecom shares rebound from an all-time low? appeared first on The Motley Fool Australia.

More reading

• The Santos share price is in the spotlight this week. Here’s why
• Why is everyone talking about Resolute Mining, Westgold and Paladin shares on Wednesday?
• Elsight delivers solid cash flow in June quarter
• Gas producer or data centre company? Why is this ASX energy share up 16%
• Here’s what brokers tip for WiseTech shares over the next 12 months

JPMorgan Chase is an advertising partner of Motley Fool Money. 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 JPMorgan Chase. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

WiseTech Global Ltd (ASX: WTC) shares have slipped even further into the red in Wednesday morning trade.

At the time of writing, the shares are down around 2% to $33.24.

Today’s decline means they’re now down around 51% year to date and a huge 72% below the trading levels seen this time last year.

It’s been a steep and sustained share price crash for WiseTech shares, driven mostly by a tech-sector-wide sell-off and an investor rotation to more stable assets amid global volatility earlier this year. 

Recent headwinds from following media reports that the Australian Federal Police is investigating founder Richard White over alleged trafficking matters haven’t helped investor confidence.

The company responded that the alleged investigation concerns Richard White in a personal capacity. It added that there is no suggestion in this media commentary of an investigation into WiseTech. But it didn’t stop investors rushing for the exit. 

The question now is: Can WiseTech shares keep crashing lower? Or is it time to buy the stock while it’s trading for cheap?

Here’s what the experts expect from the tech company over the next 12 months.

Buy, sell, or hold: Here’s what brokers tip for WiseTech shares

Despite the crashing share price, it looks like analyst sentiment around WiseTech shares has barely shifted over the past few months. However, some price forecasts have been cut.

Market Index data still shows the majority of brokers have a buy rating on the tech stock. At the time of writing, the $70.84 average target price implies a potential 112% upside over the next 12 months.

TradingView data shows something similar. Out of 14 analysts, 11 have a buy or strong buy rating on WiseTech shares. Another three have a hold rating. 

Their average target price is lower, at $62.75, but that still implies a potential 88% upside, at the time of writing. The more bullish analysts are tipping an enormous 246% upside to a maximum target price of $115.31.

Citi is one bullish broker that anticipates a strong recovery for WiseTech shares. The broker renewed its buy rating earlier this month but cut its 12-month target significantly to $52, down from $65.65 previously.

Bell Potter also has a buy rating on the ASX 200 tech share, and a 12-month target price of $71.75. The broker said there has been a tech rally of sorts on the ASX over the past couple of months, but that WiseTech has missed out, likely due to a number of headwinds that have put investors off. The broker said, however, these negatives will start to dissipate over the coming months, starting with the recent appointment of Raelene Murphy as Chair.

My view on the ASX tech shares

I think WiseTech’s future hinges on its FY26 results next month. 

The company reaffirmed its FY26 guidance earlier this year, expecting full-year revenue of US$1.39 billion to US$1.44 billion (representing a 79% to 85% increase) and EBITDA in the range of US$550 million to US$585 million, up 44% to 53% from FY25.

If WiseTech manages to reach or exceed its upgraded guidance, I think we’ll see a turnaround in the share price.

The post Here’s what brokers tip for WiseTech shares over the next 12 months appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. 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 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.

ASX uranium share Cauldron Energy Ltd (ASX: CXU) is at it again.

And by ‘it’, I mean rocketing higher.

Cauldron Energy shares closed yesterday trading for 13 cents. In late morning trade on Wednesday, shares are changing hands for 14.5 cents apiece, up 11.5%.

For some context, the S&P/ASX Small Ordinaries Index (ASX: XSO) is up 0.6% at this same time.

With today’s intraday gains factored in, the junior ASX uranium share cements its place as a 10-bagger-plus. (That’s a stock that returns at least 10-times your original investment within a relatively modest time frame.)

Indeed, 12 months ago, you could have picked up Cauldron Energy shares for just 0.9 cents each. Meaning the stock has gained a jaw-dropping 1,511.1%.

Or enough to turn a $10,000 investment into $161,111.

In one year!

The miner has been benefiting from a series of exploration successes and strategic acquisitions, along with rising uranium prices.

Now, here’s what’s stoking ASX investor interest again today.

ASX uranium share jumps on drill results

The Cauldron Energy share price is rocketing following an update on the company’s Yanrey Uranium Project, located in Western Australia.

The ASX uranium share revealed that the results it just received for the first 14 drill holes of its 2026 drill campaign have returned high-grade uranium results at the Manyingee North Deposit, within Yanrey.

Manyingee North was earlier reported to host an existing Inferred Mineral Resource Estimate of 14.9 million tonnes containing 9.8 million pounds of uranium at an average grade of 297 ppm eU3O8 (equivalent uranium oxide).

Cauldron CEO Jonathan Fisher noted that the start of the company’s drill campaign was “slightly delayed due to weather and a little slow to ramp up due to some minor technical issues (now resolved), which led us being a little later than we initially expected in getting these first results out”.

Top results from one of the drill holes included:

• 30 metres at 258.3 ppm eU3O8 from 91.62 metres
• 70 metres at 243.0 ppm eU3O8 from 94.42 metres

What did Cauldron Energy management say?

Commenting on the successful 2026 drill program launch that’s boosting the ASX uranium share today, Fisher said:

The program is now humming and from a results perspective, it’s been a great start to the 2026 drill program with all holes drilled at Manyingee North returning mineralisation, extended the mineralisation north and south to around 4 kilometres of strike, with mineralisation remaining open in all directions.

Looking ahead, Fished added:

With the extraordinary global macro thematic and all the positive news recently around the Australia India uranium arrangements and what that might possibly mean for the need to lift state restrictions and build new mines to satisfy demand, it’s a great time to be out drilling and demonstrating the prolific nature and scale of the uranium project at Yanrey.

We will keep the rig spinning and look forward to reporting the next set of results!

The post Up 1,511% in a year, guess which ASX uranium share is storming higher again on Wednesday appeared first on The Motley Fool Australia.

More reading

• The Santos share price is in the spotlight this week. Here’s why
• Why is everyone talking about Resolute Mining, Westgold and Paladin shares on Wednesday?
• Elsight delivers solid cash flow in June quarter
• Gas producer or data centre company? Why is this ASX energy share up 16%
• Can TPG Telecom shares rebound from an all-time low?

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.

The S&P/ASX 200 Index (ASX: XJO) has had a choppy time over the past 12 months as global volatility, share market uncertainty, interest rate stress, and fickle investors saw shares across the index swing wildly.

At the time of writing, the ASX 200 Index is just over 0.5% higher year to date and around 1% higher than 12 months ago.

Around half of the shares on the index are now trading lower than they were 12 months ago. But, on the flip side, there are some standout performers that have roared higher over the past year.

4DMedical Ltd (ASX: 4DX) and Sunrise Energy Metals Ltd (ASX: SRL) shares have each risen by more than 1,000% over the past 12 months. 

Find out if they can keep climbing higher.

Are 4DMedical shares a buy, sell, or hold?

4DMedical shares have risen 1,215% over the past 12 months and are trading at $3.42 a piece at the time of writing. The ASX healthcare business is the strongest performer on the ASX 200 Index over the past 12 months.

The company saw its share price explode in 2025 after its flagship product, CT:VQ, received regulatory approvals. It was quickly implemented and adopted through various contracts and partnerships with major hospitals and medical providers, primarily across the US. 

The leap in development and fast adoption means 4DMedical moved very quickly from a research and development business to a globally commercial business.

The share price peaked at an all-time high of $6.80 a piece in April this year. This was when the company joined the ASX 200 Index. 

But the shares quickly shed around 50% after a broad sell-off of ASX 200 healthcare stocks drove many shares across the sector to low levels. It’s also likely that many investors rushed to take their gains off the table after an incredible run-up.

Since then, the shares have been relatively flat as investors try to work out whether the business has the potential to keep growing.

4D Medical is still in its growth phase and is working to expand its commercial footprint further. Approvals have been secured in Canada and New Zealand. The company is now actively progressing commercialisation plans in Europe and Australia.

It looks like analysts are divided about the outlook for the shares.

TradingView data shows three analysts are split between strong buy, hold, and strong sell ratings. A $4.97 target price implies a 45% upside at the time of writing. But some think the shares have the potential to jump 75% to $6 a piece over the next 12 months.

Are Sunrise Energy shares a buy, sell, or hold?

Sunrise Energy is not officially a member of the ASX 200. But the company currently ranks in 194th place across all ASX-listed companies (out of 2,336) based on its market capitalisation of $2.4 billion.

Sunrise Energy develops huge mining and mineral processing projects. Essentially, the company develops and manages the application of ion-exchange technology. This technology is used to extract valuable metals for the mining industry and to purify and recycle wastewater.

The Australian minerals company is also developing one of the world’s largest and highest-grade primary scandium and nickel-cobalt deposits. Its flagship operation is the Syerston Project in central-west NSW.

This exposure gives Sunrise Energy a unique position in an emerging market where demand is booming, but there aren’t many credible suppliers. 

Over the past 12 months, Sunrise Energy shares have climbed by over 1,050%. The shares are trading at $15.42 a piece at the time of writing. The increase has been relatively consistent over that period, too.

The share price spiked at $18.59 in late June and has cooled slightly since then, most likely due to investors taking gains off the table after the huge rally. 

The challenge for investors is that analyst coverage on the stock is limited. TradingView data shows that only one broker currently covers Sunrise Energy. However, that broker has a strong buy rating and a $20 target price on the shares. At the time of writing, that implies a potential 30% upside over the next 12 months.

The post Up over 1,000%: Can the best-performing stocks on the ASX 200 keep rising? appeared first on The Motley Fool Australia.

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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 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.

Lynas Rare Earths Ltd (ASX: LYC) shares are taking a beating today.

Shares in the S&P/ASX 200 Index (ASX: XJO) rare earths miner closed yesterday trading for $15.96. In morning trade on Wednesday, shares are changing hands for $15.04 apiece, down 5.8%.

For some context, the ASX 200 is up 0.1% at this same time.

This follows the release of Lynas’ fourth-quarter update (Q4 FY 2024).

Investor expectations appear to be high after the strong run higher in Lynas shares over the past year. Despite today’s pullback, the share price remains up 48.6% in 12 months.

Here’s what’s happening.

Lynas shares tumble despite surging revenue

The ASX 200 rare earths stock is under selling pressure despite reporting some solid results.

For the three months to 30 June, Lynas recorded gross sales revenue of $288.9 million, up 69.7% year on year. That marks the miner’s highest quarterly revenue since Q4 FY 2022.

Sales receipts of $297.1 million were up 94.6%.

Revenue was boosted by a material increase in the average selling price across all the company’s rare earth products, which hit a record $98.2 per kilogram over the quarter. Management credited improved NdPr (Neodymium-Praseodymium) pricing, an increased mix of heavy rare earth sales, and increased premiums over the market index.

The quarter saw Lynas produce 3,481 tonnes of total rare earth oxide (REO), up 8% from the prior corresponding quarter. But Lynas shares could be facing some pressure with NdPr production of 1,857 tonnes, down 11% year on year.

Over the quarter, Lynas’ CAPEX, exploration, and development costs totalled $27.8 million.

Turning to the balance sheet, as at 30 June, Lynas held $1.21 billion in cash and short-term deposits, up more than 600% year on year.

What did management say?

Commenting on the results that have yet to lift the Lynas share price today, interim CEO Pol Le Roux said:

The June quarter 2026 saw the continued focus on the efficient operation of our A$1.5 billion investment in new capacity which was completed as part of the Lynas 2025 growth initiative. This includes the ramp up of the expanded Mt Weld processing plant and addressing bottlenecks at the Kalgoorlie Rare Earths Processing Facility.

Le Roux also pointed to the growth potential on offer from Lynas’ Samarium oxide operations.

He noted:

Following production of the first Samarium oxide in March 2026, we have received strong customer demand and the customer qualification process is underway. Samarium is used in high performance magnets for electronics and aerospace as well as optical, catalyst and medical applications. The first customer orders are expected to be fulfilled in the current quarter (Q1 FY27).

The post Why are Lynas shares getting hammered on Wednesday? 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 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.