Category: Stock Market

The All Ordinaries Index (ASX: XAO) is down 0.9% today despite the best lifting efforts of this resurgent ASX All Ords gold stock.

The rapidly rebounding stock in question is Gorilla Gold Mines Ltd (ASX: GG8).

After getting hammered in March, Gorilla Gold shares are enjoying a strong rebound in May. This follows a series of promising exploration updates from its Comet Vale Gold Project, located in Western Australia.

Gorilla Gold shares closed on Friday trading for 43.0 cents. In morning trade on Monday, shares are swapping hands for 44.5 cents apiece, up 3.5%.

With today’s intraday gains factored in, shares in the ASX All Ords gold stock are now up 32.8% since the closing bell on 30 April.

Here’s what’s piquing investor interest again today.

ASX All Ords gold stock lifts on shallow gold discovery

Gorilla Gold shares are outperforming today after the company reported making its fourth gold discovery in three weeks at Comet Vale.

First-pass drilling at the new shallow gold discovery at the Diddy Kong Prospect (located within Comet Vale) was said to have successfully followed up a historical intercept.

Top results included 4.0 metres at 2.1 grams of gold per tonne from 91.0 metres from one hole, and 4.0 metres @ 5.2g/t Au from 111.0 metres.

Among the multiple shallow gold intercepts returned from initial drilling, the ASX All Ords gold stock highlighted one hole which returned 8.0 metres @ 3.2g/t Au from 14.0 metres.

Gorilla Gold said it is mobilising a reverse circulation (RC) drill rig to Comet Vale in May to “aggressively follow up” the shallow Diddy Kong, Magilla and Donkey Kong discoveries at the project.

The miner noted that drilling continues across all three of its gold projects, with six drill rigs operating during May, targeting high-grade resource growth and new discoveries.

What did Gorilla Gold management say?

Commenting on the latest results helping boost the ASX All Ords gold stock today, Gorilla Gold CEO Charles Hughes said, “Our discovery drilling at Comet Vale continues to deliver exceptional results this year, with Diddy Kong marking our fourth new gold discovery in just three weeks.”

Hughes added:

Diddy Kong is a shallow gold system with very similar characteristics to the nearby Magilla and Donkey Kong discoveries and the 350,000-ounce Lakeview deposit. Importantly, the associated soil anomaly extends for around 1 kilometre, highlighting the significant upside here…

With established infrastructure, advanced permitting and proximity to multiple processing options, we are well positioned to rapidly unlock value from these exciting new discoveries at Comet Vale.

The post Up 33% in May, guess which ASX All Ords gold stock is lifting off again today appeared first on The Motley Fool Australia.

More reading

• This ASX gold explorer could more than double on the back of three recent discoveries: broker

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.

CSL Ltd (ASX: CSL) shares are being hammered on Monday after the healthcare giant released another painful update to the market.

At the time of writing, the CSL share price is down 20.60% to $95.19.

That marks the company’s biggest one-day loss on record and adds to what has already been a brutal fall for shareholders. CSL shares are now down 45% in 2026 and more than 60% over the past year.

Here’s why investors are rushing for the exits.

Guidance gets cut again

According to the release, CSL has lowered its FY26 outlook after interim CEO Gordon Naylor completed his 90-day review.

The company now expects FY26 revenue of about US$15.2 billion on a constant currency basis. It also expects NPATA of about US$3.1 billion, excluding restructuring costs and impairments.

That is a step down from FY25, when CSL reported revenue of US$15.6 billion and profit of US$3.3 billion on a constant currency basis.

The update follows a difficult first half and another reset in expectations. CSL said its growth initiatives are working, but the financial benefits will take longer than previously expected.

What has gone wrong?

There are a few moving parts behind the downgrade.

In US immunoglobulin, CSL said demand is still growing at mid to high single digits. However, the normalisation of channel inventory is expected to hit revenue by about US$300 million.

In China, albumin volumes have stabilised, and CSL’s market share has expanded. But market value has declined, creating an expected revenue impact of about US$200 million.

Other pressures include the Middle East conflict, slower Hemgenix growth, and competition in iron. Together, these are expected to have a revenue impact of about US$150 million.

The better news is that CSL Behring is still expected to grow revenue in the second half. CSL Seqirus is also expected to perform moderately better than previously expected.

More impairments to come

The other big number in today’s release is the impairment charge.

CSL expects to recognise about US$5 billion of additional non-cash, pre-tax impairments across FY26 and FY27. That comes on top of the US$1.5 billion already recognised in its first-half result.

The impairments include CSL Vifor’s intangible assets, including its product portfolio. They also include selected property, plant, and equipment.

Foolish Takeaway

CSL remains a global healthcare heavyweight, but the market has lost patience with repeated downgrades, write-downs, and execution issues.

The company is working on portfolio growth, operational savings, and capital discipline. Management is targeting transformation savings of US$500 million to US$550 million a year by FY28.

But after such a large share price fall, investors will want proof in the numbers. Until earnings stabilise, CSL shares may struggle to win back confidence.

The post CSL shares suffer their biggest one-day crash ever! What just went wrong? appeared first on The Motley Fool Australia.

More reading

• CSL cuts FY26 guidance, flags $5bn in impairments
• Why I’d buy CSL shares at their 52-week low
• Is this ASX healthcare share a buy for its 6.2% dividend yield?
• 3 compelling reasons to buy CSL shares today
• Money to invest? I’d follow Warren Buffett to get rich

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. 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.

Owning Telstra Group Ltd (ASX: TLS) shares usually means receiving a pleasing dividend from the ASX telecommunications share.

The business has steadily grown its annual dividend payment since 2022, which is a longer growth streak than plenty of the ASX’s blue-chips.

For me, past dividends are no longer important – it’s the future that passive income investors should focus on.

Telstra’s key mobile division has steadily driven the company’s payout higher thanks to higher revenue and earnings. Let’s look at what experts think could happen with the dividend payment by the 2028 financial year.

Potential Telstra FY26 dividend

The analyst projection on CMC Invest suggests the business could hike its annual dividend per share at a steady pace over the next few financial years.

The Telstra dividend per share is forecast to rise to 21 cents per share in FY26, which would be a very pleasing payout considering it would represent a year-over-year increase of more than 10%. Not many large ASX blue-chip shares are growing their dividend at that pace.

At the time of writing, that translates into a potential grossed-up dividend yield of 5.6%, including franking credits.

FY27 and FY28 payouts

The good times are expected to continue as the financial years go by.

Of course, we can’t know for sure what Telstra’s board of directors will to do. But, analysts seem optimistic that the business can continue to hike its payments, with an increase to 22 cents per share in FY27 and then reach 23 cents per share in FY28.

In other words, analysts are forecasting that the ASX telecommunication share could rise by close to 10% between FY26 and FY28.

At the time of writing and the current Telstra share price, that projected dividend for FY28 translates into a possible grossed-up dividend yield of 6.2%, including franking credits.

Long-term earnings growth

I expect Telstra’s revenue to continue to grow in the years ahead. It can use both subscriber growth and price increases to drive its financials.

Australia’s population continues to grow and more devices are connected to the internet, giving the business an excellent tailwind. I think the internet is going to become even more important as time goes on.

The FY26 half-year result was a great example of its ability to perform. Mobile handheld users increased by 135,000 and it sustained average revenue per user (ARPU) growth across all categories and brands.

HY26 operating profit (EBIT) grew 9.2% to $2 billion and net profit grew 9.4% to $1.1 billion.

If net profit continues to rise, Telstra shares could remain a very appealing investment.

The post Here’s the dividend forecast out to 2028 for Telstra shares appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: TechnologyOne, Telstra, and Woodside shares
• How to build a $1,000 a month passive income from the ASX
• Why the ASX 200 is charging higher today
• I’m worried about the ASX 200 falling further. Here’s why
• My 3 favourite ASX 200 dividend shares for passive income

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

If you are searching for ASX dividend shares for your income portfolio, then it could be worth hearing what one expert is recommending this week, courtesy of The Bull.

Here’s what Sanlam Private Wealth has named as buys on Monday:

BWP Trust (ASX: BWP)

This Bunnings-focused property company could be an ASX dividend share to buy according to Sanlam Private Wealth.

It likes the company due to its defensive qualities and reliable cash flows. It explains:

BWP is a real estate investment trust. It’s the biggest owner of Bunnings Warehouse sites in Australia, with a portfolio of 66 stores. The group’s income profile is characterised by high occupancy, long lease terms and strong tenant quality. Long-dated leases provide income visibility and steady rental growth. BWP presents as a defensive property investment entering a more proactive phase and recently trading on an annual yield of almost 5 per cent. BWP appeals to investors in uncertain times as it offers low tenant risk and reliable cash flow.

Consensus estimates are for dividends per share of 19.4 cents in FY 2026 and then 19.8 cents in FY 2027. Based on its current share price of $3.84, this would mean dividend yields of 5% and 5.15%, respectively.

IVE Group Ltd (ASX: IGL)

Another ASX dividend share that Sanlam Private Wealth is tipping as a buy this week is diversified marketing company IVE Group.

It highlights its generous dividend yield and share buy-back as reasons to be positive on the stock. It said:

IVE is a diversified marketing company. The company has generated growth via an acquisition strategy. Management has largely integrated these businesses smoothly, delivering synergies and cost reductions. Management execution is an under-rated strength. The company has initiated a share buy-back and the stock was recently trading on a fully franked dividend yield of almost 7 per cent, enhancing its income appeal. The stock is trading at a discount, in our view.

IVE isn’t widely covered in the broker community, so there is no consensus estimate for dividends.

However, over at Bell Potter, its analysts are expecting the company to pay fully franked dividends of 18 cents per share in FY 2026 and then 20 cents per share in FY 2027. Based on its current share price of $2.63, this would mean dividend yields of 6.8% and 7.6%, respectively.

Bell Potter has a buy rating and $3.25 price target on its shares.

The post Expert names 2 ASX dividend shares to buy appeared first on The Motley Fool Australia.

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

Shares in Adisyn Ltd (ASX: AI1) were trading higher on Monday morning after the company said it had struck a strategic agreement to fast-track production of graphene stealth components for drones.

Collaboration with Israeli company

The company said in a statement to the ASX that its subsidiary 2D Radar Absorbers had signed a memorandum of understanding with Raval A.C.S. Ltd to co-develop graphene-enhanced injection-moulded parts for radar absorption in drones and unmanned aerial vehicles.

Adisyn said Raval was one of Israel’s largest plastics groups with CY2025 revenue of about €201 million and 1,220 staff across 11 global facilities supplying major automotive OEMs and tier-1 suppliers.

The company added:

The collaboration combines 2D Radar’s graphene-based stealth materials platform – underpinned by exclusive worldwide rights licensed from Tel Aviv University – with Raval industrial scale, automotive grade quality systems and serial production capabilities, providing Adisyn with a direct route from development to commercial manufacturing.

Adisyn said Raval had a high level of expertise, with “a development team with engineering, simulation and tooling capabilities that are rare in the Israeli industrial landscape, spanning structural design, crash and impact simulation, moldflow injection-moulding analysis and topology optimisation”.

Raval’s customers include Volkswagen, BMW, Mercedes, Porsche, and others, Adisyn said, adding that the high standards demanded by the automotive sector “are demonstrably suitable for the demanding requirements of defence and drone customers”.

Adisyn said further:

While numerous laboratories and small companies offer materials development services, engaging such partners typically forces a long and uncertain phase of adapting laboratory results to the devices, tooling and production technologies of an eventual manufacturer. The Raval collaboration is structurally different. Development will be conducted from the outset on Raval’s serial production machines, with parts engineered for manufacturability from day one. This enables a rapid transition – in months rather than years – from successful prototype to qualified volume production.

New company a possibility

Under the MOU, 2D Radar will lead the research and development of the graphene and two-dimensional materials platform and the testing of radar absorption performance.

Raval will lead the plastic and moulding development and manufacture of sample parts and testing.

Each party will fund its own development activities, and over a 12-month period, will assess the viability of a joint venture company being formed to commercialise the technology developed.

Adisyn Managing Director Arye Kohavi said:

This agreement is a major step forward for our stealth materials program. Raval is one of the most capable industrial groups in Israel, with the engineering depth, automotive-grade quality systems and global manufacturing footprint to take our graphene-based radar-absorbing components from prototype to qualified production parts in a fraction of the time it would take with a laboratory partner. For the Israeli Ministry of Defense and global drone manufacturers, our ability to move from development to production in months – rather than years – is a critical differentiator. Working with Raval from the outset on serial production machines means the parts we develop are, by design, ready for volume manufacture.

Adisyn shares were 5% higher on Monday at 31.5 cents. The shares have traded as low as 3.8 cents over the past 12 months and hit a new high of 33.5 cents in early trade.

The company is valued at $312 million.

The post Up more than 400% in a year, this ASX defence stock is charging higher again on a new partnership appeared first on The Motley Fool Australia.

More reading

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• Buy, hold, sell: TechnologyOne, Telstra, and Woodside shares
• 2 ASX shares highly recommended to buy: Experts
• 2 ASX shares tipped to grow 60% or more in 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.

High-flying S&P/ASX 300 Index (ASX: XKO) gold stock Dateline Resources Ltd (ASX: DTR) is taking a tumble today.

Shares in the gold and rare earths explorer closed on Friday trading for 24 cents. In early morning trade on Monday, shares are changing hands for 22 cents apiece, down 8.3%.

For some context, the ASX 300 is down 0.8% at this same time.

Taking a step back, one year ago you could have bought Dateline Resources shares for just 3.2 cents each. That would see you sitting on a gain of 587.5% today. Or enough to turn a $10,000 investment into $68,750.

In one year!

Here’s what’s catching investor interest today.

ASX 300 gold stock sinks on BFS

Dateline Resources shares are slipping after the company announced the results of the Bankable Feasibility Study (BFS) for its Colosseum Gold and Rare Earth Element (REE) Project, located in the US state of California.

The ASX 300 gold stock is under pressure despite the company reporting that the BFS demonstrates a “robust gold development”, which it expects will generate significant margins.

Among the highlights of the BFS was Colosseum’s US$1.08 billion undiscounted pre-tax free cashflow estimate. And that increases to US$1.36 billion using the spot gold price.

The project has a net present value (NPV) of US$785 million (pre-tax), which increases to US$999 million using the spot gold price.

Start-up costs for the mine are expected to come in at US$249 million.

And Colosseum is forecast to produce an average of 75,000 ounces of gold per year over the first six years of production. Across the project’s 10.4 year mine life, management expects it to produce 573,000 ounces of gold, with production peaking at 102,000 ounces in year six.

The All-in Sustaining Cost (AISC) to produce that gold runn on the higher end of the scale, expected to be US$1,825 per ounce.

What did Dateline Resources management say?

Commenting on the BFS outcome that’s yet to lift the ASX 300 gold stock today, Dateline Resources managing director Stephen Baghdadi said, “Since acquiring Colosseum in 2021, we have recognised the significant potential of the project.”

Baghdadi added:

The near vertical nature of mineralisation associated with the breccia pipes demonstrates excellent continuity that continues with depth. Since the original Scoping Study was completed in October 2024, we have continued to see strength in the gold sector, with the project forecast to generate operating margins of greater than $2,500 per ounce.

Looking to what’s ahead for the ASX 300 gold stock, Baghdadi concluded:

With the BFS complete and the Front-End Engineering Studies (FEED) well underway, our engagement with project financiers is advancing as we look to secure the funding required to commence production as soon as possible.

The post Up 588% in a year, why is this ASX 300 gold stock tumbling today? 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.

There are a lot of ASX shares to choose from on the local market.

To narrow things down, let’s see what analysts are saying about three big names, courtesy of The Bull.

Are they buys, holds, or sells this week? Let’s find out:

TechnologyOne Ltd (ASX: TNE)

The team at Catapult Wealth is bullish on this enterprise software provider ahead of its half-year results this month. It has named TechnologyOne shares as a buy.

Catapult Wealth highlights that artificial intelligence (AI) is helping drive growth, not disrupt its business. It said:

TNE delivers software-as-a-service (SaaS) solutions to government and business. The company is emerging as one of the first SaaS names to flag a discrete artificial intelligence revenue stream, embedding AI across all 20 products. Recent updates point to accelerating momentum. We expect upcoming half year results on May 19 to beat expectations on new customer wins and AI product rollouts. Expansion in the UK remains a key long term growth opportunity.

Telstra Group Ltd (ASX: TLS)

Catapult Wealth thinks that Telstra shares could be fully valued now. As a result, it has put a hold rating on the telco giant.

It also highlights uncertainty around spectrum licence fees as a reason to be cautious, saying:

The telecommunications giant recently reaffirmed its 2026 fiscal year outlook, guiding to cash earnings per share growth amid maintaining capital discipline as it progresses its on-market share buy-back of up to $1.25 billion. Mobile price rises are expected to support revenue growth in full year 2026. However, regulatory uncertainty around proposed higher spectrum licence fees remain a medium term headwind. Investors can expect a fully franked dividend of 21 cents a share for full year 2026, but near‑term upside appears limited, in our view.

Woodside Energy Group Ltd (ASX: WDS)

Sanlam Private Wealth has named Woodside shares as a sell this week.

It thinks investors should consider taking advantage of recent strength to cash in some gains. It said:

The energy company produced a record 198.8 million barrels of oil equivalent in full year 2025. However production was offset by lower realised prices. Consequently, net profit after tax of $2.718 billion was down 24 per cent on the prior corresponding period. Full year fully franked dividends were down 8 per cent. In our view, relying on dividends carries risk if commodity prices or production fall. Investors may want to take advantage of elevated crude oil prices to cash in some gains.

The post Buy, hold, sell: TechnologyOne, Telstra, and Woodside shares appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor James Mickleboro has positions in Technology One and Woodside Energy Group Ltd. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Technology One. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Share prices are always changing, so it can be smart to look across a wide range of ASX shares for potential market-beating returns.

Analysts are always looking for opportunities – it’s interesting when one expert a stock is a buy. It could be a significant indicator of an opportunity when numerous analysts rate an ASX share as a buy.

With that in mind, we’re going to look at two businesses with the most buy ratings.

Orica Ltd (ASX: ORI)

Orica is one of the world’s leading mining and infrastructure solution providers. It produces explosives, blasting systems, specialty mining chemicals and geotechnical monitoring.

According to CMC Invest, there are currently 10 ratings on the business, with all of those being a buy. That’s an extremely bullish view by the experts.

Based on those 10 ratings, the average price target on the ASX share is $26.86, suggesting a possible rise of 23% from where it is at the time of writing. The most optimistic price target on the business is $37.44, suggesting a potential increase of more than 70% within the next year.

Even the most pessimistic price target is $24.04, implying a possible rise of more than 10%.

Of course, positive price targets are not guarantees of returns. But, the company is delivering earnings growth for shareholders.

In the FY26 half-year result, the business reported that its underlying net profit increased by 8% to $283.1 million, with underlying operating profit (EBIT) climbing by 5% to $512 million and the dividend per share growing by 14% to 28.5 cents.

Orica also noted that it’s working on a cost-cutting program to reduce its annual cost base by at least $100 million. It has also reached an agreement to acquire Nelson Brothers’ explosives business in North America, providing increased exposure to the US quarries and construction sectors and direct channels to market.

Cleanaway Waste Management Ltd (ASX: CWY)

Cleanaway is a leading sustainable waste management, industrial and environmental services company. It has Australia’s largest waste and industrial services fleet, with more than 6,400 vehicles, as well as an extensive network of recycling facilities, transfer stations, landfills, liquid treatment plants and refineries.

According to CMC Invest, eight analysts currently rate the business as a buy. Of those eight ratings, the average price target is $3.04, suggesting a possible rise of 35% from where it is at the time of writing, if the analysts end up being right.

The ASX share has a blueprint on how it expects to deliver pleasing shareholder returns.

It says that the underlying growth of the continuing business is linked to GDP and favourable secular trends, which is underpinned by its scale, infrastructure, capabilities and customer relationships.

The company is also targeting high value revenue growth, expanding its margins by more than 260 basis points (2.60%), optimising its branch network, leveraging its scale and utilising its assets.

It plans to utilise its growth through investments in technology, automation, data and analytics.

Finally, it’s exploring selective investments in new, profitable and scalable ‘growth platforms.’

In the company’s FY26 half-year result, it reported 13.7% revenue growth, 16.9% underlying EBIT growth and 17.8% underlying net profit growth. In other words, the numbers are generally going in a very positive direction.

The post 2 ASX shares highly recommended to buy: Experts appeared first on The Motley Fool Australia.

More reading

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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 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 best ASX share opportunities to buy today may not be some of the most famous opportunities. They could be significantly undervalued, according to experts.

The two businesses I want to highlight are names that have fallen heavily in the last few months. But analysts suggest the companies could rise significantly in the next year.

Let’s look at two of the ideas that could deliver dramatic market-beating returns.

Objective Corporation Ltd (ASX: OCL)

Objective Corporation says that thousands of public sector organisations are shifting to digital operations using Objective software. It says that it has more than 1,000 customers with a 99% customer retention rate. Impressively, the business invests significantly in research and development each year.

According to CMC Invest, there have been six recent analyst ratings on the business, with four of those being a buy and two being a hold.

A price target is where analysts think the share price will be in 12 months from now.

Of those six ratings, the average price target is $17.70. That suggests a possible rise of around 60% over the next year, from where it is at the time of writing.

The ASX share’s financials are growing at a pleasing pace. In the FY26 half-year result, revenue grew by 9% to $66.7 million and net profit after tax (NPAT) climbed 10% to $18.7 million.

Its growth remains promising – HY26 annual recurring revenue (ARR) increased by 12% to $120 million. The business is expecting its FY26 ARR growth to be between 10% and 14%. I think many ASX shares would be pleased with that level of growth.  

With the Objective Corporation share price down by around 40% in the last six months, it looks much better value.

Adairs Ltd (ASX: ADH)

Adairs sells furniture and homewares across three different businesses – Adairs, Mocka, and Focus on Furniture.

According to CMC Invest, there have been six recent ratings on the business, with three buy ratings and three hold ratings.

The average price target on the business from those six ratings is $2.02. That implies a possible rise of 65% from where it is today, though that may be an optimistic view amid the rising interest rate environment, which may impact retail spending.

The latest we heard from the business of its performance was for the first seven weeks of the second half of FY26, though this was before all of the various impacts seen over the last few months that could impact the sales.

At the time of the FY26 half-year result, it said it expects margin and underlying operating profit (EBIT) growth in the second half. While the short term may be uncertain, I think the longer term could prove to be positive for the ASX share.

It looks a lot cheaper to me after falling more than 50% in the last 12 months.

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

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

Dyno Nobel Ltd (ASX: DNL) shares are pushing higher on Monday.

In morning trade, the ASX 200 share is up 8% to $3.60.

Why is this ASX 200 share jumping?

Investors have been buying the company’s shares on Monday after it released its half-year results and revealed strong growth from continuing operations.

According to the release, group revenue fell 15.7% on the prior corresponding period to $1.9 billion.

However, this was largely due to the separation of the Fertilisers business. On a continuing operations basis, the explosives business delivered revenue of $1.6 billion, which was up 11.4% on the prior corresponding period.

That growth was driven by strength in the company’s core regional businesses.

Dyno Nobel Asia Pacific delivered a 9% lift in revenue to $599.3 million, supported by strong demand in metals, growth from new contracts, and expansion in Malaysia and Indonesia.

But Dyno Nobel Americas was the standout. It posted a 17% increase in revenue to $891.3 million. This reflected strong demand across coal, quarry and construction, and metals markets, as well as profitable trading of surplus ammonium nitrate.

Dyno Nobel EMEA and LATAM revenue fell 8% to $144.5 million. This reflects foreign exchange headwinds.

The company’s group EBIT (excluding individually material items) rose 39.3% to $242.7 million, while EBITDA excluding individually material items increased 17.2% to $378 million.

On the bottom line, net profit after tax excluding individually material items increased 83.3% to $160.9 million. However, statutory net profit after tax was only $19.9 million. This is due to the impact of $141 million of after-tax individually material items, mainly relating to impairment and site exit costs from the sale of Phosphate Hill.

In light of its strong performance, the Dyno Nobel board declared an unfranked interim dividend of 4.6 cents per share, up 91.7%  on the prior corresponding period and representing a 50% payout ratio.

Management commentary

Commenting on the result, the ASX 200 share’s CEO, Mauro Neves, said:

1H26 marks the beginning of a new era for Dyno Nobel as we concluded our separation from the Fertilisers business and move forward as a pureplay global explosives leader. We continued the successful execution of our transformation program, and our explosives business delivered robust underlying earnings growth, driven by the strong operating performance of our privileged assets.

Outlook

Dyno Nobel reaffirmed its FY 2026 EBIT guidance for its explosives business of $460 million to $500 million. Neves said:

Highlighting the resilience of our business in the volatile global landscape, I am pleased to report we remain on track to deliver both our FY26 EBIT guidance of $460m – $500m and our FY28 EBIT ambition of $600m as our transformation program continues to yield results.

Looking ahead, our gas backed manufacturing facilities, high vertical integration and consistent earnings growth with low volatility position Dyno Nobel as an increasingly compelling investment proposition.

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