Author: openjargon

ASX shares have rebounded over the past month as inflation and interest-rate concerns have eased.

At the time of writing, the All Ordinaries Index (ASX: XAO) is up around 0.5% for the day. The index is also 3% higher year to date.

The increase is great news for investors, but now many have their eye focused on which ASX shares could climb even higher over the next 12 months.

Here are three stocks which are tipped to outperform the index, and they’re all forecast to jump up to 66% higher.

Catalyst Metals Ltd (ASX: CYL)

Catalyst Metals shares are down around 1.5% and trading at $6.46 a piece, at the time of writing. For the year-to-date, the shares are down around 12%.

It’s been a rocky 12 months for the ASX gold producer’s shares.

The share price spiked to an all-time high in January when the company announced a significant new high-grade discovery at its Plutonic Gold Belt. 

But then the gold stock then shed around 52% of its value to an annual low in early-June. The crash followed headwinds from a weaker gold price, higher mining costs and an investor rotation away from gold shares.

But now it looks like a recovery is in sight and the previous headwinds are turning into tailwinds. Catalyst Metals shares have now rebounded around 37% from the June-low.

Catalyst Metals has a long period of operational consistency and organic growth and looking ahead, the miner expects production to increase towards the latter half of FY26 as well. 

Market Index data shows that brokers agree a strong buy rating on the rate the ASX shares. They tip an average target price of $10.75. That implies a potential 66% upside at the time of writing.

Predictive Discovery Ltd (ASX: PDI)

Predictive Discovery has suffered the same headwinds as Catalyst Metals this year. Higher mining costs, weaker gold prices, and an overall investor rotation away from ASX gold shares into larger, more stable assets, has seen a steep investor sell off. 

The shares fell to an eight-month low of 61 cents a piece in mid-July but have now rebounded around 41%. At the time of writing, the shares are up around 1% for the day and changing hands at 86 cents each.

They’re now 17% higher for the year-to-date and a huge 95% higher than 12 months ago.

And the experts think the gold miner’s shares can keep climbing higher too.

Predictive Discovery’s production numbers are expected to increase in the latter half of the year, with the miner actively developing gold deposits in Guinea’s Siguiri Basin. 

Market Index data shows brokers agree to a strong buy rating on the ASX shares. The maximum target price is $1.35 per share, which implies a potential 57% upside at the time of writing.

Judo Capital Holdings Ltd (ASX: JDO)

Judo was one of the strongest-performing bank shares on the ASX earlier this year. But the stock crashed 46 in late-June after it downgraded its profit guidance for FY26. 

The ASX 200 bank stock revealed that its profit before tax in FY26 is now expected to be between $163 million and $169 million (approximately 30% growth on FY25). This is down from the previous guidance of $180 million to $190 million.

But the bank posted its FY26 results ahead of the market open this morning and it seemed to be much better than the market expected. Judo announced strong gains across the board. NPAT increased 29% to $111.1 million and profit before tax increased 34% to $168.1 million, the top end of Judo’s revised guidance range.

Investors are now rushing back into the stock. At the time of writing, the shares are up an impressive 12% for the day so far, and changing hands at $1.02. It means Judo shares have now recovered around 16% of the losses shed in June, but they’re still 43% lower for the year-to-date and 42% lower than this time last year.

It’s clear that the selloff was way overdone and that the bank is growing stronger than many anticipated. Analysts are very bullish that the stock can keep rebounding higher in coming months.

Market Index data shows the majority of brokers have a strong buy rating on the shares. The $1.49 average target price implies a potential upside of around 51%, at the time of writing. 

The post Brokers tip these 3 ASX shares to climb another 50% to 66% appeared first on The Motley Fool Australia.

More reading

• 2 ASX 200 bank stocks making BIG moves today on results
• Judo Capital reports FY26 earnings and upbeat outlook
• Here are the top 10 ASX 200 shares today
• Here are the top 10 ASX 200 shares today
• 4 ASX 200 gold shares to buy: Experts

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.

CSL Ltd (ASX: CSL) shares surged 18% to $158.24 in early afternoon trade on Tuesday That’s a welcome change for shareholders after the ASX healthcare stock lost 42% over the past 12 months.

By comparison, the S&P/ASX 200 Index (ASX: XJO) has gained around 2% over the same period.

Investors appear encouraged by CSL’s latest full-year results and, in particular, management’s outlook following what the company describes as a ‘reset year’.

CSL’s reset year

For the year ended 30 June 2026, CSL reported total revenue of US$15.8 billion, down 1% year-over-year. Underlying NPATA fell 2% to US$3.1 billion.

The headline statutory result was considerably weaker, with CSL reporting a net loss after tax of US$2.6 billion. However, this reflected significant one-off costs and impairments.

CSL spent FY26 undertaking a broad transformation program, including about US$176 million in cost savings, the integration of its Behring and Vifor operations and US$799 million in restructuring costs.

The company also booked US$7.1 billion of pre-tax asset impairments, largely reflecting changes to commercial outlooks, generic competition, regulatory developments and site-utilisation assumptions.

What comes next for CSL shares?

Importantly, management expects FY27 to mark a return towards growth. Revenue is forecast to remain broadly steady, while underlying NPAT is expected to increase by approximately 5%.

CSL Behring is expected to deliver mid-single-digit revenue growth, supported particularly by immunoglobulin demand. CSL Seqirus is targeting low-single-digit growth, although softer US immunisation rates remain a headwind.

Vifor, meanwhile, is expected to decline amid generic competition and regulatory changes.

CSL is also continuing to invest for the longer term. The company announced a new US$1.1 billion share buyback and remains focused on developing new therapies and expanding its US plasma manufacturing network.

It has also entered a strategic partnership with VarmX for a novel blood-coagulation treatment.

What did management say?

Interim CEO and Managing Director Gordon Naylor said:

FY26 has been a year of reset. We have taken decisive action and created a clear path to return to sustainable growth.

Plasma market fundamentals and demand remain robust and momentum is building behind our newer therapies, such as ANDEMBRY® and HEMGENIX.

We have made solid progress on our transformation program and continue to simplify the business. We have also invested in our commercial capabilities and development programs to drive top line growth in the future.

For CSL shareholders, the sharp share price rebound suggests the market is willing to look beyond FY26’s difficult numbers and focus instead on the company’s potential return to sustainable growth.

The post CSL shares surge 18% as ‘reset year’ points to a return to growth appeared first on The Motley Fool Australia.

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• Why is everyone talking about CSL, Pro Medicus and BHP shares on Tuesday?
• How to find ASX shares that Warren Buffett might buy
• How much do I need in my superannuation to earn $50,000 per year in passive income?
• WAM Leaders lifts dividend as portfolio outperforms in FY26
• CSL earnings: FY26 sees reset and path to future growth

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.

Already trading near its all-time highs, the All Ordinaries Index (ASX: XAO) is unlikely to return 30% over the coming year, but this ASX All Ords mining stock is tipped to do just that.

That’s according to the team at wealth manager Euroz Hartleys, who recently reiterated their speculative buy rating on BCI Minerals Ltd (ASX: BCI).

In afternoon trade today, BCI Minerals shares are trading for 46 cents apiece. That’s up 27.8% since this time last year. And it gives the ASX All Ords mining stock a market cap of around $1.35 billion.

Looking ahead, Euroz Hartleys is bullish on the potential for BCI’s Mardie Salt Project, located in Western Australia. The project covers some 115 square kilometres on the Pilbara coast. On completion, which is nearing, it will be the third-largest salt project in the world and the largest in Australia, producing 5.35 million tonnes per annum (Mtpa).

MCI is aiming to complete construction of the Mardie Salt Project inside the next half year. First sales are targeted for the end of the first quarter of calendar year 2027 (Q1 2027).

Should I buy the ASX All Ords mining stock today?

BCI announced the results of its June quarter update on 20 July.

In a report released on 11 August, Euroz Hartleys noted, “Development is now 85% complete, with $1.19bn spent to date and the remaining $258m construction cost (+ WC) fully funded by $423m of liquidity.”

The wealth manager added:

Importantly, BCI has commenced salt crystallisation, with 49kt of crystallised salt on hand at 30 Jun ’26, marking a key transition from construction towards operations. BCI expects to be operationally ready for FSOS in Q1 CY27, although first harvest remains weather dependent, with adverse conditions potentially delaying timing by up to 6 months.

Summarising their buy rating on the ASX All Ords mining stock, Euroz Hartleys’ analysts said:

At salt-only steady-state 5.35 mtpa full run-rate (from FY30 on our numbers), BCI is forecast to generate ~$250m EBITDA p.a. with a long asset life (60+yrs) given ‘unlimited’ reserves (seawater), with low sustaining capex providing strong FCF [free cash flow] generation (~$190m p.a.) and the basis for material shareholder returns (assuming 80-100% payout).

Tolling opportunities (i.e. nearby stranded iron ore) from the spare capacity at the 100%-owned 20mtpa Cape Preston West Port offers an additional material revenue stream (>$100m p.a. potential) and SOP (and other waste stream/salt bitterns products) provide very real medium-term upside for staged earnings growth on top of the salt (+$70m EBITDA p.a.).

Euroz Hartleys has a price target of 60 cents per share on the ASX All Ords mining stock.

That represents an upside of more than 30% from the current MCI Minerals share price.

The post Why this $1.4 billion ASX All Ords mining stock is tipped to jump 30% appeared first on The Motley Fool Australia.

More reading

• Brokers name 3 ASX shares to buy with gains of up to 75%

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.

Owners of BHP Group Ltd (ASX: BHP) shares can celebrate because the ASX mining share has risen 3%, and the BHP dividend has been announced.

The company revealed that revenue grew 15% to US$58.8 billion, profit from operations increased 23% to US$23.9 billion, underlying attributable profit grew 30% to US$13.2 billion, and attributable profit rose 9%.  

Profit generation funds the payment of dividends, so the fact that the company reported significant financial progress was a very helpful sign for the company to fund larger payouts.

Let’s look at how big the dividend payout will be.

BHP FY26 dividend

The ASX mining share wants to provide good passive income payments to shareholders.

The BHP board of directors declared an FY26 final dividend of US 99 cents, representing a 65% increase compared to the final dividend from FY25. That brought the full-year dividend to US$1.72, an increase of 56%.

These payouts mean the business is paying a total distribution of US$8.7 billion to owners of BHP shares, representing 66% of underlying attributable profit. BHP aims to provide investors with a minimum dividend payout ratio of 50% of underlying attributable profit for every reporting period.

Investors can utilise the dividend reinvestment plan (DRP) to receive the dividend as new BHP shares rather than cash.

When will the passive income be paid?

I’ll get to the dividend payment date in a moment, but first investors need to know about the ex-dividend date. Investors wanting to receive the payout need to own shares before the ex-dividend date or else they’ll miss out.

For the FY26 final dividend, BHP disclosed that the ex-dividend date is 3 September 2026, which is just over two weeks. That means investors need to own BHP shares by the end of trading on 2 September 2026 if they want to receive the upcoming payout.

After that date, the ASX mining share will pay its FY26 final dividend per share on 23 September 2026. That means investors only need to wait just over a month until the cash can hit their bank account.

If a shareholder wants to participate in the dividend reinvestment plan, they have until Monday, 7 September 2026 at 5pm to make that election.

What is the BHP dividend yield?

At the current BHP share price and exchange rate, the final dividend of US 99 cents is approximately AU$1.39. That’s a dividend yield of 2.2%, excluding franking credits, and 3.1%, including franking credits.

The full-year dividend of US$1.72 translates into approximately A$2.42. That equates to a dividend yield of 3.8%, excluding franking credits, and 5.4%, including franking credits.

That’s not one of the most exciting dividend yields around, so investors may want to also consider other ASX shares that could be attractive for passive dividend income.

The post Everything you need to know about the BHP dividend appeared first on The Motley Fool Australia.

More reading

• Why is everyone talking about CSL, Pro Medicus and BHP shares on Tuesday?
• How much do I need in my superannuation to earn $50,000 per year in passive income?
• How many BHP shares do I need to buy for $1,000 per month of passive income?
• BHP Group posts record FY26 earnings and flags copper-led future
• A200 vs NDQ: one Betashares ETF is the clear winner

Motley Fool contributor Tristan Harrison 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) and Zip Co Ltd (ASX: ZIP) are two of the largest fintech shares listed on the ASX. 

Xero stands out of its cloud accounting and financial software, sticky subscriber based and huge growth opportunities. 

Meanwhile, buy now, pay later (BNPL) provider, Zip, stands out for its financially sound business model and aggressive expansion plans.

The other thing the two ASX 200 tech shares have in common is that they’ve both been smashed by an ongoing sector-wide sell-off, which sent their share prices crashing earlier this year.

But over the past month, the tide has turned for one of these tech powerhouses, and investors are reaping the rewards.

Let’s take a look.

Which ASX tech stock has made investors richer over the past month? 

Technology and growth shares have also come under renewed pressure recently as investors reassess valuations and risk appetite.

Both Xero and Zip shares suffered a share price crash late last year which continued through to early-2026.

While both stocks are still significantly lower than trading levels one year ago, when looking at the past month alone, Xero shares have far outperformed Zip shares.

Xero shares fell to around a seven-year low of $61.58 in late July, but have rebounded strongly since. At the time of writing, the shares have recovered around 32% from that point and are changing hands for $81.17 a piece. They’re also up 19% over the past month. 

Zip shares have had a much more volatile run. The shares dipped to an annual low of $1.45 in late-March and have rebounded around 79% ever since. But over the past month the shares have started falling again and are now down around 10%.

What do brokers tip next for Xero shares?

It looks like Xero shares are expected to continue their latest growth rally.

TradingView data shows that the majority (13 out of 15) have a buy/strong buy rating on Xero shares over the next 12 months.

The average $128.56 target price implies a potential 58% upside ahead, at the time of writing. But some think the shares have the potential to jump as much as 197% to $241.36 by this time next year.

What do brokers tip next for Zip shares?

While Zip shares have lagged behind Xero over the past month, the good news is that analysts forecasts are pretty similar.

TradingView data shows that the experts are also very bullish on the outlook for Zip shares. The majority (12 out of 13) have a buy/strong buy rating on the shares. 

The average $4.19 target price implies a potential 61% upside over the next 12 months. Although some think that Zip shares could increase another 115% to $5.59, at the time of writing.

The post Xero vs Zip shares: Which ASX 200 tech stock has made investors richer over the past month? appeared first on The Motley Fool Australia.

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• Experts name 3 popular ASX 200 shares to sell today
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• Here are the top 10 ASX 200 shares today

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 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.

Pro Medicus Ltd (ASX: PME) shares have surged more than 10% on solid profit results, with the company saying its pipeline of inbound work is “very strong” going forward.

And at least one broker has a bullish share price target on the company, with Barrenjoey expecting the shares to appreciate to $210, up from $197.45 currently, up 12.3% on the day.

Pro Medicus profit increase in the double digits

The digital imaging software company reported full-year revenue of $261.7 million, up 22.9%, while underlying net profit was $144.7 million, up 24.1%.

Pro Medicus remains debt free with cash on hand of $252.3 million, and will pay a fully-franked final dividend of 37 cents per share, up from 30 cents.

On the operational front, the company said it had signed 10 new contracts worth a minimum of $407 million, and renewed six out of six existing contracts worth $141 million on five-year terms.

Pro Medicus Chief Executive Officer Dr Sam Hupert said the result was in line with expectations.

He added:

We were aiming for 30% increases in EBIT and NPAT, and we exceeded both on a constant currency basis. We continue to be able to address a broad range of market segments, with clients ranging from smaller sub specialised health systems through to some of the largest IDNs and academic medical centres in the US. Importantly, we have proven that with one platform and one business model we can address virtually every opportunity in diagnostic imaging, providing us with the largest total addressable market (TAM). Progress made in the cardiology market represents another important string to our bow. We see this trend continuing.

Pro Medicus to get an AI tailwind

Dr Hupert also said the company was becoming more convinced that AI would be a benefit.

He added:

I have always maintained that AI and healthcare are a strong match, particularly in diagnostic imaging, and we are starting to see examples of this emerging. We are ideally positioned to benefit from this transition as we are the radiologist’s desktop and therefore the gateway for the output of image-based AI. Our platform is now used by approximately 11% of the US market, including 11 out of the top 20 healthcare institutions in the US and growing. This gives us a very material base upon which we can layer AI, whether it is via our own algorithms, those we co-develop with our research partners or 3rd party algorithms.

During the year, the company invested $10 million in each of 4DMedical Ltd (ASX: 4DX) and Echo IQ Ltd (ASX: EIQ), which Dr Hupert said were strategic investments which had also done well from a return on capital perspective.

Pro Medicus is valued at $18.4 billion.

The post Why are Pro Medicus shares surging more than 10%? appeared first on The Motley Fool Australia.

More reading

• Why is everyone talking about CSL, Pro Medicus and BHP shares on Tuesday?
• Pro Medicus FY26: Strong earnings growth and higher dividend
• Reporting season half-time report: 5 lessons from August so far
• 5 things to watch on the ASX 200 on Tuesday
• How to build a strong ASX retirement portfolio with 10 shares

Motley Fool contributor Cameron England has positions in Pro Medicus. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It’s a big day for two of the smaller S&P/ASX 200 Index (ASX: XJO) bank stocks today.

As well as for their shareholders.

Following the release of their full year FY 2026 earnings results, one of the bank stocks is racing ahead of the 0.3% gains posted by the ASX 200 in late morning trade on Tuesday, while the other is falling hard.

Here’s what’s grabbing investor attention.

Bendigo and Adelaide Bank Ltd (ASX: BEN)

Turning to the falling ASX 200 bank stock first, Bendigo Bank shares are down a sharp 8.2% at the time of writing, trading for $10.24 apiece.

Highlights from the company’s FY 2026 results included a 3% year-on-year increase in after-tax cash earnings to $530.2 million.

While the bank’s net interest margin (NIM) slipped from the 1.98% reported for the first half of the year to 1.95% for the full year, the company achieved a statutory net profit after tax (NPAT) of $375.1 million.

But investors look to be pressuring Bendigo Bank shares today amid ongoing regulatory issues.

As the Motley Fool’s James Mickleboro reported, “Bendigo and Adelaide Bank is facing new APRA-imposed licence conditions following a review of its non-financial risk management.”

Commenting on risk management issues, Bendigo Bank CEO Richard Fennell said:

Our current non-financial risk management capabilities are clearly not where they need to be, and our risk rectification plan will be designed to drive a fundamental shift in our management of non-financial risk.

Which brings us to…

ASX 200 bank stock Judo Capital Holdings Ltd (ASX: JDO)

Judo Bank also reported its FY 2026 results today, with investors responding very positively.

At the time of writing Judo shares are changing hands for $1.01 apiece, putting the ASX 200 bank stock up 9.9% for the day.

Highlights for the financial year just past included a 24% increase in deposits to $12.2 billion.

And Judo managed to increase its NIM by 0.20% from FY 2025 to 3.13%.

On the bottom line, Judo Bank achieved a 29% year-on-year increase in statutory NPAT to $111.1 million.

And the ASX 200 bank stock looks to be catching tailwinds after reaffirming its FY 2027 profit before tax guidance in the range of $210 million to $220 million. That represents an increase of 25% to 31% from FY 2026. Judo also forecast stable NIM for the financial year ahead.

“We have a proven customer value proposition, our balance sheet remains strong, and we remain on course to deliver a return on equity in the low-to-mid teens,” Judo Capital CEO Chris Bayliss said.

The post 2 ASX 200 bank stocks making BIG moves today on results appeared first on The Motley Fool Australia.

More reading

• Bendigo and Adelaide Bank posts FY26 profit as it commits to risk overhaul
• Judo Capital reports FY26 earnings and upbeat outlook
• 3 top dividend stocks to target this week to supplement your superannuation
• Revealed: The ASX bank share with the highest dividend yield today
• Here are the top 10 ASX 200 shares today

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

Some businesses make long-term investing feel relatively straightforward.

They have clear opportunities to keep expanding, established positions in their markets, and reasons to believe they could be considerably larger a decade from now.

If I could only check my portfolio once a year, these are three ASX shares I would be comfortable owning.

ResMed Inc. (ASX: RMD)

ResMed would be my first pick because sleep health is a market I expect to keep growing for many years.

The company is best known for its devices and masks used to treat obstructive sleep apnoea. Millions of people already use its products, but a huge number of people around the world remain undiagnosed or untreated.

That gives ResMed plenty of people still to reach.

I also like what happens after someone begins treatment. Masks and other accessories need replacing regularly, creating an ongoing relationship rather than a one-off equipment sale.

Its latest results show that demand remains strong. ResMed’s fourth-quarter revenue increased by 9%, supported by its sleep devices, masks and accessories.

The company is also investing in digital health to help patients remain on therapy. I think combining connected devices, software and replacement products can strengthen those customer relationships over time.

For me, ResMed is a business that could quietly keep growing as more people receive treatment for sleep-related conditions.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is another share I would happily leave alone for long periods.

Its software is used by councils, universities, government organisations and other institutions to manage important everyday functions.

Once one of these organisations has built its operations around TechnologyOne’s software, changing systems can involve considerable time, disruption and retraining. Meanwhile, the company continues improving what existing customers can do through the platform.

TechnologyOne’s SaaS+ model takes this further by giving the company greater responsibility for implementing and operating its software for customers.

I think its expansion outside Australia could be particularly important over the next decade. UK annual recurring revenue reached $53 million in the first half of FY26, up 23%. That figure caught my attention because it shows TechnologyOne is gaining traction in another large market rather than relying solely on its established Australian customer base.

Artificial intelligence could give customers another reason to deepen their use of the platform, with TechnologyOne investing in technology that can automate tasks inside its software.

There should be plenty more runway if the company can repeat its Australian success overseas.

Coles Group Ltd (ASX: COL)

Coles may seem like the least exciting company of the three, but I wouldn’t let that put you off.

Australians need groceries every week, giving Coles an enormous base of recurring customer demand and defensive earnings.

The business is also changing behind the scenes. Coles has invested heavily in automated distribution centres and customer fulfilment centres, which can make the supply chain more efficient while helping it handle growing online demand.

Ecommerce sales increased by 27% during the first half of FY26, with volumes through its automated fulfilment centres continuing to grow.

I think that shows Coles can continue evolving even in a mature industry.

The company also owns valuable customer relationships through Flybuys and is developing its retail media operations, creating more ways to earn from the enormous amount of shopping activity already passing through its stores and websites.

For a long-term holding, I like that combination of everyday demand and gradual improvement.

Foolish takeaway

I like all three because I can see a reason to stay patient with them through the inevitable market noise.

If the underlying businesses keep progressing, I think these are the sort of shares that could reward investors for simply giving them time.

The post 3 ASX shares I’d buy if I could only check my portfolio once a year appeared first on The Motley Fool Australia.

More reading

• Where to invest $5,000 in Australian shares now
• Reporting season half-time report: 5 lessons from August so far
• How to build a strong ASX retirement portfolio with 10 shares
• How an Australian could retire with $1 million in superannuation
• 8 ASX 200 shares with fresh buy ratings this week

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

Shares in Iress Ltd (ASX: IRE) have been heavily sold off this week following the company’s results announcement, begging the question, are they now looking cheap?

The analyst team at Morgans certainly think so, with a buy recommendation on the shares and a share price target which has some serious upside.

We’ll get to that shortly. First, let’s look at what Iress announced.

Solid results but weaker than expected

The financial data company said on Monday that it had delivered a “solid” result, with improved earnings quality driven by disciplined execution.

Net profit came in at $32 million for the first half, up 85% on the same period in the previous year, while underlying net profit was up 18.4% to $38.8 million.

For the continuing business, revenue increased 2.5% on a constant currency basis to $250 million.

Iress declared a first-half dividend of 14 cents, up 27.3%.

The company’s Managing Director Andrew Russell said of the result:

Execution has shifted from simplifying the business to investing in product evolution and sustainable growth. We are evolving our products, accelerating engineering capability and increasing delivery velocity through our partnership with Thoughtworks and the disciplined adoption of AI. While revenue growth is expected to remain measured in the near term, we are confident in our strategy and in delivering our FY26 Cash EBITDA margin exit run-rate target of 25%. Our focus is on building a higher quality software business with better products, stronger customer relationships and disciplined capital allocation to create sustainable long-term value.

For the full year, the company is expecting to grow underlying profit by 15% to 21%.

Shares in this ASX technology company looking cheap

The Morgans team said the result was softer than expected, “with slower revenue momentum along with currency headwinds the main drivers”.

The broker added:

IRE has executed on stabilising the business over recent years. Further efficiency plans are now underway; however, improving the customer proposition and new product initiatives are required to drive organic revenue growth. We view IRE’s earnings base as more defendable and free cash flow as largely improving. Corporate appeal adds to the investment case.

Morgans said that Iress had delivered on annualised cost savings of $31.5 million ahead of schedule, and was targeting another $6 to $9 million in savings in the second half.

Morgans reduced its price target for Iress from $10.35 to $9.65. This is still 44.4% higher than the current share price of $6.68.

The broker expects Iress to pay a full-year dividend yield of 4% this year, rising to 4.7% by 2028.

Iress is valued at $1.31 billion.

The post After a steep fall on results, this ASX technology stock could be 40% undervalued appeared first on The Motley Fool Australia.

More reading

• Iress half-year earnings: Higher profits, bigger dividend, AI push
• 5 things to watch on the ASX 200 on Monday
• Here are the top 10 ASX 200 shares today

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.

S&P/ASX 200 Index (ASX: XJO) shares are flat at 9,072 points as earnings season continues on Tuesday.

The benchmark index is experiencing a strong start to the new financial year.

Just seven weeks into FY27, and the ASX 200 is already up 3.3%.

That compares to a 2.8% rise over the whole of FY26 (total return, including dividends, of 7%).

Two of the drivers are the healthcare and technology sectors, which are recovering from extended slumps.

Healthcare shares are up 17% so far in FY27, while tech is up 8%.

An increasing number of Australians are turning to ASX exchange-traded funds (ETFs) to make investing easier.

ASX ETFs provide exposure to a basket of stocks, thereby enabling great diversification in a single trade.

They’re also an easy way to gain exposure to international shares via our local exchange.

In today’s rising market, Andrew Wielandt from DP Wealth Advisory has recommended two ETFs to buy.

On The Bull this week, Wielandt explains his recommendations.

Betashares Global Royalties ETF (ASX: ROYL)

The ROYL ETF is $13.89, up 0.3% on Tuesday and up 15% over 12 months.

Wielandt explained his buy rating:

ROYL is a diverse exchange traded fund operating across a number of countries, including the United States, Canada, Brazil and Denmark.

It holds about 40 companies, with investments including ARM Holdings PLC, Texas Pacific Land Corporation and Wheaton Precious Metals at August 11, 2026.

ROYL focuses on companies earning royalty and intellectual property income.

What appeals is relatively steady returns compared to other cyclical investments.

The company posted a return of 15.59 per cent after fees in the past 12 months to July 31, 2026.

Munro Climate Change Leaders Fund Active ETF (ASX: MCCL)

The MCCL ETF is $18.14, up 0.9% today and up 7% over 12 months.

Wielandt discusses his buy recommendation:

This exchange traded fund holds a concentrated portfolio of companies aiming to benefit from decarbonisation during the next decade.

The ETF holds between 15 and 25 positions involved in clean energy, clean transport and energy efficiency.

The fund posted a return of 16.9 per cent for the 12 months to July 31, 2026.

However, given its highly concentrated nature, it’s important to note that returns can be volatile.

In our view, MCCL can also be considered an investment in the future and can be part of a balanced portfolio.

I hold MCCL in my self-managed super fund (SMSF).

Best ASX ETFs of FY26

Check out the 6 best ETFs holding ASX shares of FY26 here.

You can also review the 6 best international ETFs of FY26 here.

The post 2 ASX ETFs to buy as the market gathers strength: expert appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Arm Holdings. 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.