Category: Stock Market

Rio Tinto Ltd (ASX: RIO) shares were on form on Thursday.

The mining giant’s shares ended the day 2% higher at $168.55.

It seems that many in the market were expecting Rio Tinto to release a strong full-year result after the market close.

So, how did it perform and what does this mean for the latest Rio Tinto dividend? Let’s find out.

What did Rio Tinto report?

For FY 2025, Rio Tinto reported underlying EBITDA of US$25.4 billion. This was up 9% year-on-year, supported by an 8% uplift in copper equivalent production and disciplined cost control. Operating cash flow rose 8% to US$16.8 billion.

Underlying earnings were steady at US$10.9 billion, even after taxes and government royalties of US$10.4 billion. Profit after tax attributable to shareholders came in at US$10 billion.

Copper was the standout performer, with underlying EBITDA more than doubling to US$7.4 billion, reflecting higher production at Oyu Tolgoi and stronger prices. Aluminium & Lithium EBITDA rose 29% to US$4.6 billion, while Iron Ore remained highly profitable despite lower prices.

Importantly, strong cash generation allowed the company to both fund US$11.4 billion of capital investment and maintain shareholder returns.

The Rio Tinto dividend

The Rio Tinto board elected to declare a fully franked final dividend of US$2.54 per share. This is up from US$2.25 per share previously.

However, for FY 2025, its total dividends were flat year-on-year at US$4.02 per share.

In total, Rio Tinto will return US$6.5 billion to shareholders, representing a 60% payout ratio of underlying earnings. Notably, this marks the tenth consecutive year the miner has paid its ordinary dividend at the top end of its 40% to 60% payout range.

For Australian investors, using the current exchange rate, the full-year dividend of US$4.02 equates to approximately A$5.69 per share.

Based on its closing price of $168.55, this equates to a fully franked dividend yield of around 3.4%.

Commenting on the dividends, Rio Tinto’s chief executive, Simon Trott, said:

Our strong cash flow and balance sheet enable us to sustain a 60% payout ratio with a $6.5 billion ordinary dividend, making it the tenth consecutive year at the top end of the range.

When will the dividend be paid?

It won’t be too long until Rio Tinto’s shares go ex-dividend.

That is scheduled to take place early next month on 5 March. After which, eligible shareholders can look forward to receiving the Rio Tinto dividend the following month on 16 April 2026.

The post Everything you need to know about the latest Rio Tinto dividend 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.

Yesterday, Zip Co Ltd (ASX: ZIP) shares have crashed following the company’s half-year FY26 results announcement.

At the close of the ASX on Thursday afternoon, Zip shares were 33.87% lower at $1.865 a piece.

Yesterday’s crash means the stock is now 42.97% lower for the year-to-date and 26.57% below where it was this time last year.

Why is the share price crashing today?

Zip delivered a record result but investors were spooked by a number of the company’s metrics. Zip’s revenue margin declined 7.9%, net bad debts increased slightly to 1.73% of TTV.

The company also said it expected its second-half cash EBITDA is expected to be broadly in line with the first half. This suggests that profit growth could moderate from here rather than accelerate.

What’s ahead for Zip this year?

While the results might have missed expectations, there are still plenty of positives ahead for the company for the remainder of the year.

Late last year Zip also made some significant progress in plans to broaden its product range and expand its global presence. The buy now, pay later (BNPL) provider announced that its US segment is expanding its partnership with programmable financial services business, Stripe, a move which caused investor panic at the time. 

Zip is still considering plans to tap into the US capital markets too in order to boost its presence among US-based investors. It is considering a secondary sharemarket listing on the Nasdaq to potentially drive opportunities for business expansion.

What do brokers think of Zip shares?

There haven’t been any confirmed broker rating updates for Zip shares yet, but we might see some analysts confirm or change their position on the stock over the next couple of days.

At the time of writing, analysts still hold a bullish outlook on Zip shares. And while the results announcement slightly missed expectations, the experts think there is much more upside ahead for the stock this year.

The latest data from TradingView shows that all 11 analysts currently have a buy or strong buy rating on Zip shares. The average target price is $5.31 a piece, which implies a 186.42% upside at the time of writing.

However, if the shares reach the maximum target price of $6.72 this year, it would translate to a whopping 262.26% upside at the time of writing.

Ahead of the earnings announcement, the team at UBS confirmed its buy rating on Zip shares and confirmed its $5.20 target price on the BNPL provider. Citi also holds a buy rating on the stock.

The post Is the Zip share price crash a buying opportunity or a warning sign? appeared first on The Motley Fool Australia.

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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 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.

If you’ve been following along with the markets, you’ll know it’s already been a big week for BHP Group Ltd (ASX: BHP) shares.

Not so much because of the share price gains, but rather for setting some remarkable new milestones. Though heading into Friday morning’s opening bell, shares in the S&P/ASX 200 Index (ASX: XJO) mining stock are well into the green over the first four trading days of the week.

BHP shares closed on Thursday trading for $53.23, putting the stock up 4.11% since last Friday’s close. That sees the share price up 29.89% since this time last year, not including dividends.

Now, here’s what’s been grabbing ASX investor attention this week.

BHP shares lift on surging copper earnings

BHP shares closed up 4.7% on Tuesday, the day the company released its half-year earnings results (H1 FY 2026).

Among the highlights of the six months to 31 December, the miner reported an 11% year-on-year increase in revenue to US$27.90 billion.

And profits attributable to shareholders surged 28% to US$5.64 billion.

Now, here’s what I found particularly noteworthy.

BHP’s underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) increased by 25% to US$15,46 billion, with underlying EBITDA from the miner’s copper division surging 59% to US$8 billion.

This marks the first time the company’s copper division has contributed more than half of BHP’s earnings. A milestone spurred by a 32% year-on-year increase in the average realised price the miner received for the red metal, at US$5.28 per pound.

And BHP shares look to have gotten a boost when management upgraded full-year FY 2026 copper production guidance to the range of 1.9 million to 2.0 million tonnes. BHP produced 984,000 tonnes of the red metal in H1.

On Thursday, copper was trading for US$12,912 per tonne, up more than 36% in a year.

Passive income boost

With profits surging, passive income investors will also have been attracted to BHP shares after management declared a fully-franked interim dividend of 73 US cents (AU$1.03) a share.

That’s up more than 30% in Aussie dollar terms and up 46% in US dollars.

If you’d like to score the latest BHP dividend, you’ll need to own shares at market close on 4 March. The ASX 200 mining stock trades ex-dividend on 5 March.

BHP shares embracing silver

Separately on Tuesday, BHP announced it had entered into a long-term streaming agreement with Wheaton Precious Metals Corp (NYSE: WPM).

The agreement will see BHP receive an upfront payment of US$4.3 billion at completion.

As the Motley Fool’s James Mickleboro explained, for that tidy sum, BHP will “deliver silver to Wheaton calculated by reference to its share of silver produced at the Antamina mine in Peru”.

The post Buying BHP shares? Here’s why this was a HUGE week for the ASX mining giant 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 recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX 200 tech shares closed 1.39% higher on Thursday, mid the S&P/ASX 200 Index (ASX: XJO), hitting a new record high.

Today is a rare bright spot for tech shares after a prolonged rout that has devastated the sector.

The S&P/ASX 200 Information Technology Index (ASX: XIJ) has fallen by more than 40% over the past six months.

By comparison, US tech stocks are still travelling reasonably well, although some big players have seen dramatic recent drops.

The NASDAQ-100 Index (NASDAQ: NDX) is up 6.5% over the past six months, but down 1.4% in the year-to-date (YTD).

Among the index constituents recently smashed are Aussie investor favourite Palantir Technologies Inc. shares, down 24% YTD.

Let’s dig deeper.

What’s driving the tech share downturn?

Investors are worried about how the artificial intelligence (AI) revolution will impact various industries and businesses.

Firstly, there’s concern about US tech stock valuations after strong earnings growth pushed them higher last year.

Investors are also worried about AI capex commitments.

State Street Investment reports that the Mag 7 is expected to spend up to US$520 billion this year, up 30% from 2025.

The Mag Seven stocks all rose in 2025, but all of them have fallen YTD.

The worst performers are Microsoft Corporation shares, down 17%, and Amazon.com Inc., down 11%.

ASX ETF Global X Fang+ ETF (ASX: FANG), which includes the Mag 7 plus three others, is down 14% YTD.

A recent new concern is whether AI will simply wipe out software-as-a-service (SaaS) companies.

If agentic AI and generative tools can custom-write software, what does that mean for proprietary SaaS products?

We saw this fear play out in early February after Anthropic released a legal software plug-in for its Claude AI model on 30 January.

Since then, the share price of Thomson Reuters Corp, owner of Westlaw and legal research tools, has fallen 24%.

Other NASDAQ 100 SaaS companies have also taken a dive.

Atlassian Corporation Plc shares are down 31%, Workday Inc. stock is down 18%, and Adobe Inc. shares are down 10%.

ASX SaaS shares that have taken a beating over this period include accounting services provider Xero Ltd (ASX: XRO).

The Xero share price has fallen 15% since 30 January and is down 57% over the past 12 months.

Shares in enterprise software provider TechnologyOne Ltd (ASX: TNE) have dipped 4% since 30 January and 22% over the year.

Is there any way to leverage the tech rout for gains?

According to Tony Locantro from Alto Capital, there sure is.

This month, Locantro put a buy rating on Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS).

This ASX ETF allows investors to profit from the tech share rout, but Locantro warns it is best used as a short-term play.

He explains why (courtesy The Bull):

SNAS provides leveraged inverse exposure to the Nasdaq-100, typically rising by about 2 per cent to 2.75 per cent for every 1 per cent fall in the index on a daily basis.

With US technology valuations recently elevated and market leadership increasingly narrow, this ETF offers a tactical hedge against short term weakness in growth equities.

Locantro says the SNAS ETF is designed for short-term positioning and can be affected by compounding if held for extended periods.

However, during heightened volatility or sharp corrections, Locantro says downside moves in the Nasdaq “can translate into meaningful gains”.

The post ASX ETF to buy now amid global tech share downturn 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 Adobe, Amazon, Atlassian, Microsoft, Palantir Technologies, Technology One, Workday, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool Australia has positions in and has recommended Xero. The Motley Fool Australia has recommended Adobe, Amazon, Microsoft, Technology One, and Workday. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Rio Tinto Ltd (ASX: RIO) share price is in focus as the mining giant delivered its full-year results, reporting revenue of US$57.6 billion (up 7%) and a 9% rise in underlying EBITDA to US$25.4 billion.

What did Rio Tinto report?

• Revenue rose 7% to US$57.6 billion
• Underlying EBITDA increased 9% to US$25.4 billion
• Net profit attributable to owners fell 14% to US$10.0 billion
• Underlying earnings were stable at US$10.9 billion
• Net cash from operating activities up 8% to US$16.8 billion
• Ordinary full-year dividend maintained at US$6.5 billion (60% payout ratio)

What else do investors need to know?

Rio Tinto delivered an 8% uplift in copper equivalent production, supported by the completion of the Oyu Tolgoi underground copper mine and ongoing ramp-up in Pilbara iron ore. Record annual bauxite production and a strong showing from the aluminium segment also contributed to performance, while the recent Arcadium Lithium acquisition expanded the group’s footprint in battery minerals.

The company continues to emphasise operational discipline and cost control, achieving a 5% reduction in unit costs (in 2024 real terms). However, overall net profit declined versus last year, reflecting higher tax, increased depreciation with new projects online, and the integration of lithium assets. The group ended the year with net debt of US$14.4 billion, primarily from the Arcadium deal.

What’s next for Rio Tinto?

Looking ahead, Rio Tinto maintains production and capital investment guidance consistent with its medium-term strategy. The company is targeting a sustained increase in copper equivalent production of 3% CAGR to 2030, supported by ongoing investments in major iron ore, copper, aluminium, and lithium projects across its global portfolio.

Decarbonisation remains a priority, with progress towards its 2030 Scope 1 and 2 emissions reduction targets. Management also highlighted plans to unlock further value via asset sales and portfolio optimisation, while keeping shareholder payouts at the top end of the target range.

Rio Tinto share price snapshot

Over the past 12 months, Rio Tinto share have risen 38%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Rio Tinto FY25: Higher revenue, stable dividend as growth projects ramp up 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.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Block, Hub24, and Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool Australia has recommended Hub24, IPH Ltd , and Sonic Healthcare. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in NRW Holdings Ltd (ASX: NWH) hit a fresh all-time high, up almost 200% from their lows over the past 12 months, after the company delivered a solid set of first-half results and a profit outlook upgrade.

The diversified mining services company said in a statement to the ASX on Thursday that its revenue came in at $2 billion for the half, up 19.5% compared with the previous corresponding period, while net profit was 40.8% higher at $72.8 million.

NRW said that during the half, it successfully acquired and integrated the Fredon business – a national provider of electrical, mechanical infrastructure, technology, and maintenance services – and had now incorporated its results into its own figures.

The company said the growth in revenue was driven by strong performance in its civil and MET division, which supplies a diversified range of mining services, while revenue in the mining division was down due to the completion of several projects.

 The company added:

Looking ahead, Civil is well positioned, supported by a robust tender pipeline, sustained demand from tier‑one miners and major infrastructure programs emerging across Western Australia, Queensland and South Australia. Additionally, the outlook for Civil’s Urban development business in Queensland remains strong. Mining continues to benefit from favourable market and weather conditions, including growing opportunities in gold, copper and battery metals, and a solid base of long‑term contracts that underpin stable volumes and disciplined capital returns. MET is building on its strong first‑half performance, with notable tender activity, expanding national and international opportunities, and continued investment in innovation. Our newest division, EMIT, through Fredon, is set for strong growth as demand accelerates across data centres, health, aged care, defence and renewables.

Outlook looking good

NRW said it had an order book of $7.5 billion across the group and was bidding on $9.2 billion in future tenders.

The company said it ended the half with $342.4 million in cash.

NRW managing director Jules Pemberton said it was a solid result.

I am delighted to present a very strong set of financial results for the first half of FY26, reflecting the strength of our diversified business model and the disciplined execution of key projects delivered across the Group. We have delivered earnings growth and a strong cash performance while positioning NRW to benefit from a broad range of future opportunities. Following the successfully executed acquisition of Fredon, I have been very impressed by the business and the people that make up that business, and I see significant upside opportunities from their exposure to several growth sectors including data and defence.

The company declared a fully franked dividend of 8.5 cents per share, up from 7 cents for the same period last year.

The company also upgraded its full-year EBITDA guidance to $275-$285 million, up from $260-$265 million previously.

NRW shares were 8.5% higher on Thursday at $6.11 after hitting an all-time high of $6.57 earlier in the day. The shares have almost tripled from lows of $2.21 they hit during the past 12 months.

The post NRW Holdings shares hit all time high on solid profit results appeared first on The Motley Fool Australia.

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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.

The BHP Group Ltd (ASX: BHP) share price is $53.50, up 2.3% amid the ASX 200 reaching a new record high today.

The materials sector, incorporating mining stocks, is up 1.3% as earnings season continues on Thursday.

BHP pleased the market this week after reporting a 28% profit increase to US$5.64 billion for 1H FY26.

For the first time, copper delivered more than half the miner’s earnings before interest, taxes, depreciation, and amortisation (EBITDA).

BHP’s copper operations contributed record underlying EBITDA of US$8 billion, representing 51% of total EBITDA.

The miner raised its fully-franked interim dividend by 46%, and will pay investors 73 US cents per share on 26 March.

On the same day, BHP also announced a US$4.3 billion silver streaming agreement.

As a result of all this positive news, the BHP share price lifted to a near all-time high of $54.20 on results day.

The BHP share price record is $54.55, set in mid-2021.

Following the 1H FY26 report, brokers have reviewed their ratings and 12-month price targets for the BHP share price.

Let’s see what has changed, and what has stayed the same.

Brokers review ratings on BHP shares

Bank of America reiterated its buy rating on BHP shares and raised its 12-month price target from $57 to $60.

Morgan Stanley also maintained its buy rating but cut its price target from $56.50 to $55.50.

Ord Minnett retained its buy rating on BHP shares and lifted its price target from $51 to $54.

RBC Capital reiterated its hold rating and lifted its BHP share price target from $51 to $55.

Macquarie reiterated its hold rating and lifted its price target from $51 to $52.

UBS maintained its hold rating but bumped up its price target from $47 to $52.

Citi also kept its hold rating on BHP and raised its price target from $48 to $52.

Morgans maintained its hold rating on BHP and raised its target slightly from $48.60 to $49 per share.

The broker said the silver streaming deal offset last month’s revelation of a US$1 billion cost blow-out on the Jansen potash project build.

Morgans commented:

A strong copper-driven 1H26 result, but the highlight was a savvy deal monetising Antamina’s silver stream for value equal to consensus valuation of the entire asset.

Earnings quality continues to step forward, maintaining robust operational and cost performances across the portfolio.

Injecting >US$6bn cash in H2 more than offsets Jansen.

The post BHP share price lifts amid brokers re-rating the miner post-results appeared first on The Motley Fool Australia.

More reading

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• Here are the top 10 ASX 200 shares today

Citigroup is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. Motley Fool contributor Bronwyn Allen has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. 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.

When ASX 200 shares fall sharply, it is easy to assume something is broken.

But sometimes the opposite is true. The share price may be weak, yet the underlying business continues to expand, win customers, and lift guidance.

Three ASX growth shares that fit this description right now are listed below. All have pulled back heavily from their highs despite their latest updates suggesting operational momentum remains firmly intact.

Life360 Inc. (ASX: 360)

Life360’s share price volatility hasn’t stopped the company from delivering record operating performance.

In its latest update, the company revealed monthly active (MAU) users climbed to 95.8 million in the fourth quarter of 2025. This represents 20% year-on-year growth, with full-year net additions of 16.2 million users. In addition, Paying Circles reached 2.8 million, marking the strongest annual subscriber additions on record.

Revenue for FY2025 is expected to grow approximately 31% to 32% year-on-year, with adjusted EBITDA margins around 18% to 19%.

But it won’t stop there. Management is guiding to 20% MAU growth in 2027. This will take it close to 115 million users.

That combination of accelerating user growth, improving monetisation, and expanding profitability hardly points to a company in decline. While sentiment toward growth stocks has softened, Life360’s core metrics continue to trend higher.

Lovisa Holdings Ltd (ASX: LOV)

Lovisa has seen its share price retreat materially today following its results release, but the business itself continues to expand at pace.

The jewellery retailer is steadily increasing its global footprint, pushing deeper into North America and Europe while maintaining strong momentum in established markets. Store rollout remains central to the strategy, and management has demonstrated an ability to execute across diverse regions.

Even in a tougher retail environment, Lovisa has maintained healthy margins and strong cash generation. The company’s model benefits from fast product cycles, vertical integration, and tight inventory control.

A business that can keep growing store numbers, lifting revenue, and expanding internationally despite macro uncertainty suggests resilience beneath the surface. The share price weakness appears more reflective of market caution than deteriorating fundamentals.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne’s recent guidance update paints a particularly confident picture.

The company upgraded its FY 2026 profit before tax growth guidance to 18% to 20% and expects annual recurring revenue growth of 16% to 18%. Importantly, management explicitly stated that it does not “guide up unless we can see it in the numbers.”

Furthermore, the company highlighted the momentum of its SaaS+ model and AI-driven product enhancements as key growth drivers. This is not a business struggling to find its footing. It is one lifting its long-term growth outlook.

Despite this, the share price remains well below previous highs following the broader tech selloff.

The post These ASX 200 shares look stronger than their share prices suggest appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Life360, Lovisa, and Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360, Lovisa, and Technology One. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended Lovisa and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

After a few strong runs last year, some ASX 200 shares have given back a chunk of their gains. For those who missed earlier rallies, this pullback could offer a second chance.

Recent weakness appears to reflect softer market sentiment rather than a shift in business fundamentals. If the company’s growth outlook remains unchanged, lower prices may present an attractive entry point.

Here are 3 names that have sold off recently but could offer upside if conditions improve.

Aristocrat Leisure Ltd (ASX: ALL)

The Aristocrat share price has dropped about 6% over the past week. It is currently around $49.92, down 1.46% today.

The gaming technology group earns revenue from land-based gaming machines as well as digital and online content. While recent results disappointed some investors, the company continues to generate solid cash flow and operates across global markets.

Broker commentary remains positive. Bell Potter recently highlighted the strength of its core land-based business and ongoing digital growth. Several broker price targets sit well above the current share price, suggesting upside potential over the next year if earnings recover.

However, there are risks. Gaming activity can slow during weaker economic periods, and regulatory changes can weigh on performance. If earnings stabilise, the current valuation may look more compelling.

Light & Wonder Inc (ASX: LNW)

Light & Wonder shares have fallen about 14% over the past week. Although the stock is slightly higher today at $141.35, it remains well below recent levels.

The company operates across gaming machines, digital gaming content, and social casino platforms. This mix of revenue streams can help reduce reliance on any one segment.

On another positive note, a recent legal dispute has now been resolved, removing uncertainty that had weighed on the share price.

Some analysts believe the recent sell-off may have been excessive. If earnings growth continues and margins hold steady, the shares could recover. Although competition in global gaming markets remains strong, and volatility is likely to continue.

Life360 Inc (ASX: 360)

Life360 shares have fallen around 10% in the past week. The stock is modestly higher today at $24.13.

The company operates a family safety and location platform used by millions worldwide. It generates revenue mainly through subscriptions and is working to increase average revenue per user over time.

The share price has been volatile, reflecting broader weakness across technology stocks. Recent updates, however, showed continued user growth and improving earnings.

Some brokers remain positive, pointing to the expanding subscription base and improving margins. If the company continues converting free users into paying customers, revenue growth could stay solid.

But keep in mind, sentiment can shift quickly. Investors should be prepared for sharp moves in either direction.

The post 3 out of favour ASX 200 shares that could be worth a look today appeared first on The Motley Fool Australia.

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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 Life360 and Light & Wonder Inc. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended Light & Wonder Inc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.