Category: Stock Market

These three ASX healthcare stocks have staged a remarkable comeback in recent weeks.

The latest recovery follows a brutal 12 months for the sector.

The S&P/ASX 200 Health Care Index (ASX: XHJ) fell 39% over the year to a nine-year low on 3 June 2026. Since then, the sector has bounced roughly 20% in a single month.

The broader S&P/ASX 200 Index (ASX: XJO) has risen just 0.1% over the same period.

So which stocks deserve a spot on your watchlist right now?

Let’s take a look at three.

Why ASX healthcare stocks are rebounding

Healthcare was the worst-performing sector on the ASX in FY26.

Why? A stronger Australian dollar, higher costs, and regulatory uncertainty all weighed on returns.

When a sector falls that far that fast, bargain hunters tend to circle, and that is exactly what has been happening since early June.

Institutional investors have rotated out of resources and into beaten-down healthcare names.

Here are three ASX healthcare stocks riding that recovery.

Pro Medicus

Pro Medicus Ltd (ASX: PME) is one of the highest-quality software businesses on the ASX.

The company’s Visage platform helps hospitals view, manage, and share medical images.

Over the last year, PME shares have been on a wild ride.

Shares sank to a 52-week low of $107.75 on 24 February before rebounding sharply. In good news for the company, the recovery has largely been fuelled by a run of new contract wins and renewals.

Brokers remain optimistic, too.

According to Morgans, the broker has reaffirmed an accumulate rating and $230.00 price target on Pro Medicus shares. Citi is even more upbeat, with a buy rating and a $240 target.

Telix Pharmaceuticals

Telix Pharmaceuticals Ltd (ASX: TLX) is the ASX’s flagship radiopharmaceutical company.

The company develops targeted radiation products to image and treat cancer.

Unfortunately, the stock has been volatile over the past year, but there is plenty happening beneath the surface.

Telix has struck a strategic radiopharma collaboration with US biotech Regeneron under which the two companies will co-develop and co-commercialize next-generation radiopharmaceutical therapies on a 50/50 cost-and-profit-sharing basis. Under this deal, Telix will gain access to Regeneron’s antibody platform. Telix will also be able to expand its reach in solid-tumour radiopharma without bearing the full development burden itself

The company also has several FDA catalysts in 2026, led by the resubmitted NDA for TLX101-Px, branded Pixclara, an investigational PET imaging agent for glioma that the FDA accepted in April.

Perhaps as a result, management has guided to FY26 revenue of US$950 million to US$970 million.

For investors comfortable with greater levels of risk, Telix is an intriguing option among ASX healthcare stocks.

CSL

CSL Ltd (ASX: CSL) is the giant of these three ASX healthcare stocks.

The blood products and vaccines business lost around half its value over the past year, a de-rating that has wiped out years of gains.

However, the tide may be turning.

CSL shares have surged about 35% since their early-June low to $122.89.

Broker views remain split.

Morgans has a buy rating and $147.59 price target on CSL shares, whilst the consensus target sits near $140.15, implying roughly 14% upside.

The key test for CSL shares comes with the FY26 result on 19 August.

Foolish takeaway for ASX healthcare stocks

These three ASX healthcare stocks each tell a different story.

Pro Medicus offers quality and momentum. Telix offers pipeline optionality. CSL offers a potential turnaround at a beaten-down price.

All three carry risk, and recoveries can stall.

But for investors hunting the next leg of the rebound, these ASX healthcare stocks are well worth watching.

The post Top 3 ASX healthcare stocks to watch appeared first on The Motley Fool Australia.

More reading

• Telix Pharmaceuticals: Q2 2026 revenue jumps 21%
• CSL vs Telstra shares, which should I buy?
• I’d listen to Warren Buffett and buy cheap ASX shares
• Buy, hold, sell: Weebit Nano, Metals X, Pro Medicus shares
• Down 50%+: Are these ASX healthcare shares finally worth buying?

Motley Fool contributor Mark Verhoeven 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 and Telix Pharmaceuticals. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended CSL, Pro Medicus, and Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Andean Silver Ltd (ASX: ASL) share price is in focus today after the company pinpointed a bonanza-grade silver-gold trend at its Cerro Bayo Project’s Juanita prospect, returning surface samples up to 62,663 grams per tonne silver equivalent.

What did Andean Silver report?

• Surface sampling at Juanita prospect returned assays up to 62,663g/t silver equivalent (25,047g/t Ag & 453.2g/t Au), or 755g/t gold equivalent
• High-grade breccia zone defined over 2 kilometres strike length, with observed widths up to 18 metres
• Historic drilling and channel results include 17.1m @ 194g/t AgEq and 1.6m @ 1,209g/t AgEq
• Juanita sits outside the existing Cerro Bayo 136Moz AgEq mineral resource
• Andean Silver held $53.4 million in cash at the end of March quarter 2026

What else do investors need to know?

The Juanita discovery marks the third major greenfield exploration area identified by Andean Silver at Cerro Bayo, indicating a pathway for further growth beyond current resources. Juanita’s mineralisation differs from the typical epithermal veins of the district, displaying high-grade precious metals across multiple events and a large breccia system.

Recent mapping suggests past drilling was limited, with much of Juanita’s most prospective zones remaining untested. The company is now embarking on detailed geological work and systematic sampling along the 2-kilometre trend to firm up priority drill targets.

What did Andean Silver management say?

Andean Silver Managing Director Matthew Allen said:

Juanita is emerging as a potentially significant silver-gold prospect. Its mineralisation differs from the vein-style deposits common across the Company’s tenure, with high-grade silver and gold occurring over a substantial strike length and through multiple mineralising events.

Juanita historically has remained underexplored for 20 years due to the subtle surface expression of the system exposed on surface and limited intersection in historic scout drilling.

Juanita represents a third new large exploration area identified outside the existing resources at the Cerro Bayo Project, which include the Guanaco and Droughtmaster corridors, building Andean’s future prospect pipeline.

What’s next for Andean Silver?

Andean Silver plans to accelerate mapping, channel sampling, and drill planning at Juanita, targeting high-grade zones for maiden drill tests. Broader objectives include ramping up both brownfields and greenfields exploration throughout Cerro Bayo to grow resources and restart production.

The company is well funded to support these campaigns, with feasibility and resource upgrade studies running in parallel. Andean aims to transition Cerro Bayo from an exploration project into a near-term development and production asset by late 2027.

Andean Silver share price snapshot

Over the past 12 months, Andean Silver shares have risen 31%, outperforming the S&P/ASX All Ords Index (ASX: XAO), which has risen 1% over the same period.

View Original Announcement

The post Andean Silver Bonanza silver-gold unearthed at Cerro Bayo’s Juanita prospect appeared first on The Motley Fool Australia.

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Starting an investment portfolio can feel harder than it needs to be.

There are thousands of shares to choose from and plenty of market noise.

The good news for beginners is that ASX exchange traded funds (ETFs) can make the first step simpler.

This is because they offer investors exposure to a basket of shares in one easy trade.

With that in mind, here are five ASX ETFs that I think could be good options for beginner investors in July.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

The Vanguard MSCI Index International Shares ETF could be a good starting point.

It gives investors exposure to over a thousand companies across developed markets. That means investors are not relying only on Australia’s banks, miners, and supermarkets to drive returns.

This fund can work as a global foundation because it spreads money across countries, sectors, currencies, and businesses. A beginner does not need to know which overseas company will be the next big winner to get started.

Vanguard Australian Shares Index ETF (ASX: VAS)

But if you do want some exposure to the local market, the Vanguard Australian Shares Index ETF could be worth considering.

This fund tracks a large basket of Australian shares, including banks, miners, healthcare shares, retailers, property groups, infrastructure businesses, and industrial companies.

Australian shares can also be attractive because of dividends and franking credits. The local market is not as broad as the US or global markets, but it still gives investors exposure to some strong, cash-generating businesses.

Betashares Nasdaq 100 ETF (ASX: NDQ)

For US exposure, the Betashares Nasdaq 100 ETF is worth considering.

It invests in 100 of the largest non-financial companies listed on the Nasdaq exchange.

These are businesses linked to areas such as artificial intelligence, cloud computing, software, chips, digital advertising, streaming, ecommerce, and consumer technology.

This fund will likely be more volatile than a broad market ETF, so beginners should understand that it can fall sharply at times.

But over the long term, it gives exposure to some of the companies shaping how people work, shop, communicate, and use technology. That is likely to be a good thing over the next decade.

Betashares Global Cybersecurity ETF (ASX: HACK)

Another ASX ETF to look at is the Betashares Global Cybersecurity ETF.

It gives investors easy access to companies helping protect networks, data, cloud systems, devices, payments, and digital identities.

Cybersecurity is becoming a larger cost for businesses as more activity moves online. The risks are also growing as companies use more cloud software, remote access, artificial intelligence tools, and connected systems.

This means that it gives beginners exposure to a long-term theme that should remain relevant as the digital economy expands.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

Finally, the VanEck Morningstar Wide Moat ETF could be worth a closer look.

This ASX ETF takes a selective approach to US shares. It looks for companies believed to have sustainable competitive advantages and attractive valuations.

In many respects, it mirrors the approach that legendary investor Warren Buffett used during his highly successful career.

This fund could appeal to beginners who want something more targeted than a standard index fund, but not as narrow as a single-sector ETF.

The post 5 ASX ETFs for beginner investors in July appeared first on The Motley Fool Australia.

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• 3 super ASX ETFs to buy and hold until 2046

Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF and VanEck Morningstar Wide Moat ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Global Cybersecurity ETF and BetaShares Nasdaq 100 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended VanEck Morningstar Wide Moat ETF and Vanguard Msci Index International Shares ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Economic changes in Australia over the past year have significantly changed the investment equation for some compelling ASX shares, with tax changes and higher interest rates.

Changes to negative gearing have made many residential property investments less compelling. Meanwhile, changes to the capital gains discount have made capital gains-focused investments a little less compelling too, when it comes time to sell that asset.

Therefore, commercial property with a focus on income returns could be an excellent buy, particularly following all of the interest rate rises this year, with the valuation discounts that have opened up with some ASX shares.

Four real estate investment trusts (REITs)

There are four REITs that are particularly attractive to me right now.

Two are focused on industrial properties – Centuria Industrial REIT (ASX: CIP) and Dexus Industria REIT (ASX: DXI). Industrial properties have tailwinds for demand like e-commerce adoption, data centres and onshoring of supply chains.

A third REIT I like is farmland owner Rural Funds Group (ASX: RFF). We all need food and the REIT has rental indexation built into its contracts.

The fourth REIT I really like is Charter Hall Long WALE REIT (ASX: CLW), a very diversified option that’s invested in a wide array of properties. It also has contracted rental growth, with fixed increases or rises linked to inflation.

Strong dividend yields

Consider this: many residential properties offer a negative net rental – also called negative gearing, including the likely interest payments. Commercial properties, on the other hand, have a very positive yield. It’s a clear win for income investors, in my view.

Each of the REITs has a dividend yield that’s competitive with or superior to that of term deposits (despite the higher interest-rate environment).

Based on their FY26 payouts, these are the current distribution yields for the ASX shares:

• Rural Funds has a 5.3% distribution yield
• Centuria Industrial REIT has a 5.6% distribution yield
• Dexus Industria REIT has a 6.6% distribution yield
• Charter Hall Long WALE REIT has a 6.9% distribution yield

Big discounts

One of the best reasons to like these REITs is that they are trading at a significant discount to their underlying value.

These ASX shares report a net asset value (NAV) or net tangible assets (NTA), which tells us what the net figure of the property valuations, the loans, cash and so on are worth.

They look great value compared to their December 2025 figures. Higher interest rates may have hurt investor confidence, but I believe that when interest rate cuts occur – possibly next year – this could push up the share prices again.

At the time of writing, these are the following discounts:

• Rural Funds is trading at a 28% discount
• Centuria Industrial REIT is trading at a 24% discount
• Dexus Industria REIT is trading at a 26% discount
• Charter Hall Long WALE REIT is trading at a 21% discount

At the current levels, I think all four could outperform the S&P/ASX 200 Index (ASX: XJO) over the next two to three years.

The post What’s not to love about these discounted ASX shares with big dividend yields? appeared first on The Motley Fool Australia.

More reading

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• 3 ASX dividend shares to buy with 5%+ yields
• How much is needed in superannuation to target a $100,000 annual passive income?
• 2 ASX dividend shares with yields above 7%
• How much do I need in my superannuation to earn an annual $60,000 passive income?

Motley Fool contributor Tristan Harrison has positions in Rural Funds Group. 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 Rural Funds Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Every Aussie investor dreams of making an easy and consistent passive income.

And ASX dividend shares are a fantastic way to get you there.

The problem is that it can be difficult to work out exactly which shares to buy and how much to invest to get the passive income you want. 

To help, here’s a rundown of how to earn a passive income through ASX dividend shares, using $12,000 per year in passive income as an example.

What portfolio size do I need to get $12,000 per year in passive income from ASX shares?

To calculate the portfolio size you’d need to earn $12,000 per year in passive income, you’d need to divide your annual passive income figure by the dividend yield of your overall portfolio. 

So in this case, for example, $12,000 divided by a dividend yield of 3% is $400,000. This $400,000 figure is the portfolio size you’d need to earn this level of passive income each year.

The tricky part is that the answer varies widely depending on the dividend yield of the ASX shares you’d have in your portfolio. 

For example, a portfolio with a dividend yield of around 6% only needs to be half the size of one with a dividend yield of around 3% to generate the same level of dividend income. 

How much do I need if my portfolio yields 4% to 8%?

We’ve already calculated (above) the balance you’d need to earn $12,000 off a 3% yielding portfolio.

To earn the same passive income off a 4% yielding portfolio, you’d need around $300,000.

Then, to earn $12,000 from a 5% yielding portfolio, it would need to be closer to $240,000.

If your portfolio has an overall dividend yield of around 6%, you’d need to invest closer to $200,000 to receive your $12,000 per year in passive income.

Your portfolio would only need to be around $171,500 to earn $12,000 if it had an overall yield of 7%.

Portfolios yielding 8% would need to be around $150,000 to earn the same $12,000 per year.

And so on. As your dividend yield increases, the portfolio size needed to earn the same level of passive income goes down.

These figures are based on cash dividends before any tax or franking credit benefits.

Can’t I just invest in the highest-yielding stocks so I don’t need to put up as much money up front?

Technically, yes, but it would be a bad investment decision.

Generally, the higher yielding the ASX shares, the more risk they carry.

Instead, you’ll want to focus on creating a diversified portfolio. For example, you could split your portfolio so that around 70% is invested in mid-range yielding ASX shares, and the remaining 30% is invested in high-yield stocks or riskier shares.

I’d also look to buy ASX shares across multiple sectors to further diversify my portfolio.

It’s important to note that your passive income will likely fluctuate with the company’s profits and dividend decisions.

Give me some examples of passive-income earning ASX shares that yield around 3% to 6%

There is a huge range of ASX dividend shares available to buy, but here are a few of my favourites, currently yielding between 3% and 6%.

Investment banking business Macquarie Group Ltd (ASX: MQG) pays a dividend yield of around 2.7%.

Meanwhile, mining giant Rio Tinto Ltd (ASX: RIO) pays its shareholders a yield of around 3.6%, and Brambles Ltd (ASX: BXB) yields a little lower at around 3.4%. 

QBE Insurance Group Ltd (ASX: QBE) pays a yield around 4.4%, at the time of writing. ANZ Group Holdings Ltd (ASX: ANZ) yields close to 4.6%.

Woodside Energy Group Ltd (ASX: WDS) pays around a 5.4% dividend yield to shareholders. Meanwhile, packaging giant Amcor Ltd (ASX: AMC) pays closer to 6%.

… and some high-yield options around 7% or more

For higher yields, real estate investment trusts (REITs) are a great option because they still offer diversity across a range of assets or shares. Charter Hall Long WALE REIT (ASX: CLW) yields around 6.8% at the time of writing. 

Elsewhere, Wam Leaders (ASX: WLE) yields just shy of 7%, and Lendlease Group Ltd (ASX: LLC) yields around 7.8%.

The post These ASX shares could generate $12,000 per year in passive income appeared first on The Motley Fool Australia.

More reading

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• 3 ASX dividend shares to buy with 5%+ yields
• 2 ASX mining shares to sell: experts
• Could CSL shares double from here? Here’s what the experts think
• What is Morgan’s updated view on Rio Tinto and BHP shares?

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

The best money-saving techniques are the ones you can stick to for decades.

Building lasting wealth is rarely about a single big win, but rather about small, repeatable habits.

Do them consistently, and the results can be incredible.

Here are some of the best saving techniques to help you build long-term wealth.

Simple saving techniques that build wealth

Start by making your money work for you.

Move money into savings the day you get paid, before you spend a cent.

Automating this step removes willpower from the equation, and so when the transfer happens by itself, you never miss the money.

Next, get on top of the big three costs: housing, transport, and food.

These usually dwarf the small stuff like your morning coffee.

Trimming a large recurring bill saves you money every single month.

Similarly, refinancing a loan or renegotiating a plan can free up hundreds of dollars a year.

Another of the most effective saving techniques is tracking where your money goes. You cannot fix what you cannot see.

A simple spreadsheet or budgeting app will do the job. Review it once a month and look for leaks.

Finally, treat windfalls with care.

Tax refunds, bonuses, and pay rises are easy to spend away. Instead, directing even half of these windfalls to savings can accelerate your progress.

None of these steps requires a finance degree. They just require consistency.

Put your savings to work

Saving is only half the story.

Cash sitting idle in the bank slowly loses value to inflation.

To get a grip on inflation, the Reserve Bank of Australia held the cash rate at 4.35% in June 2026.

Although that is a reasonable return on savings, shares have historically returned more to ASX investors.

The S&P/ASX 200 Index (ASX: XJO) has delivered a long-term annualised return of roughly 8.2%, including dividends.

But what if you don’t know what to invest in? Low-cost index funds (or ETFs) are a simple way to capture market returns without having to do any of the heavy lifting.

Two examples of this are VAS and A200.

The Vanguard Australian Shares Index ETF (ASX: VAS) tracks the top S&P/ASX 300 Index (ASX: XKO) companies, whereas the BetaShares Australia 200 ETF (ASX: A200) tracks the largest 200.

Both charge tiny fees of 0.04% and can be bought in a single trade.

Reinvesting distributions from these funds, along with additional savings, lets compounding do the heavy lifting.

Over many years, that compounding effect can turn modest savings into serious wealth.

Foolish Takeaway

None of these saving techniques is complicated, which is the point.

Pay yourself first, automate, track your spending, and invest the difference.

Start small if you need to, then build from there.

Repeat the process long enough, and with compounding, the numbers can look after themselves.

Master a few simple saving techniques today, and your future self may thank you.

The post Best money-saving techniques to build long-term wealth appeared first on The Motley Fool Australia.

More reading

• 5 ASX ETFs for beginner investors in July
• 3 ASX ETFs that make long-term investing easy
• VAS vs VGS: Which Vanguard ETF is winning so far this year?
• Should I target high growth or balanced strategies for my superannuation?
• Own Vanguard ASX ETFs? It’s dividend payday!

Motley Fool contributor Mark Verhoeven 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.

Everyone loves a bargain and there could be a number of ASX 200 shares offering just that right now after heavy share price falls.

In this article are three ASX 200 shares I’d buy that have fallen by more than 30% over the past year.

REA Group Ltd (ASX: REA)

REA shares are down around 33% over the past 12 months.

This ASX 200 share owns realestate.com.au, which attracts an enormous audience of buyers, sellers, renters, and property watchers. That attention gives REA a major advantage because agents and developers want their listings placed where Australians are already looking.

The more people who use the platform, the more important it becomes to advertisers. That helps REA protect its market position, charge more for premium products, and keep investing in a better experience for users.

I also think the opportunity extends beyond property listings. REA can use its audience, data, and relationships to grow areas such as seller leads, property insights, financial services, and tools for agents.

Housing activity can slow when interest rates remain high or confidence weakens, which may weigh on listing volumes and near-term earnings. However, those conditions do not remove the competitive advantage created by REA’s scale.

After the share price decline, I think investors are being offered a more attractive entry point into one of the strongest online businesses on the ASX.

Life360 Inc (ASX: 360)

Life360 shares have dropped around 31% since this time last year.

The tech company has built a digital platform that helps families stay connected and respond when something goes wrong. Users can check whether a child has arrived at school, receive driving alerts, find a lost item, or keep an eye on an elderly relative.

Those frequent interactions can make Life360 part of a household’s normal routine, which helps explain the scale the platform has reached.

Life360 finished the first quarter of 2026 with 97.8 million monthly active users and 3 million paying Circles. Advertising revenue also climbed to US$19.7 million during the quarter.

That large audience gives the company several ways to keep growing. Life360 can attract more users, convert more families into paying subscribers, sell connected devices, introduce additional safety services, and earn more advertising revenue.

Given its strong growth potential and the share price decline, I think an attractive buying opportunity has opened up.

DroneShield Ltd (ASX: DRO)

DroneShield shares are down approximately 38% over the past year and I think that has created a buying opportunity.

The company develops counter-drone technology that helps defence forces, governments, and security operators detect, track, and respond to unwanted drones.

Hardware remains its biggest revenue generator, with DroneShield supplying portable and fixed systems designed to protect military sites, airports, prisons, critical infrastructure, and public events.

I think demand could keep growing as drones become cheaper, more capable, and more widely used.

DroneShield also has a major opportunity to grow its software revenue. Counter-drone systems need to keep pace with new drone models, signals, and tactics, creating demand for updates, threat libraries, support, and ongoing improvements.

That could extend customer relationships beyond the original hardware sale and gradually make more of its revenue recurring.

Foolish takeaway

Falls of more than 30% show that the market has already lowered its expectations for these companies.

I think each business still has clear ways to become larger and more valuable, supported by customer relationships and capabilities that have taken time to develop.

Further volatility is possible, particularly with Life360 and DroneShield. But at sensible position sizes and with a long holding period, I would use the recent weakness to buy all three ASX 200 shares.

The post 3 ASX 200 shares down over 30% that I’d buy appeared first on The Motley Fool Australia.

More reading

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

The Nextdc Ltd (ASX: NXT) share price is in focus after the company reported an 11% jump in contracted utilisation to 740MW, following new customer contract wins. The company’s forward order book has also risen, now standing at 565MW.

What did NEXTDC report?

• Contracted utilisation as at 30 June 2026 grew by 73MW (up 11%) to 740MW.
• Pro-forma forward order book increased to 565MW.
• Order book expected to convert to billings, revenue and EBITDA from FY26 to FY30.
• FY26 net revenue, underlying EBITDA and capex guidance remain unchanged.

What else do investors need to know?

NEXTDC attributes its contracted utilisation lift to recent customer contract wins, strengthening its position as a leading data centre platform for the digital economy. The company says its pro-forma forward order book, now at 565MW, will progressively convert to revenue streams over the coming years.

Importantly, NEXTDC confirmed that guidance for FY26 net revenue, underlying EBITDA and capital expenditure is unchanged from previous updates. This gives investors some predictability for near-term financial performance.

What’s next for NEXTDC?

NEXTDC intends to deliver on its strong contract pipeline, moving forward orders to revenue and earnings between FY26 and FY30. The stability in earnings guidance suggests management is confident in executing its growth plans.

With its expanding customer base and certified Tier IV operations, NEXTDC is well-placed to respond to continued demand for cloud and data centre services across Australia and Asia.

NextDC share price snapshot

The NextDC share price has underperformed the market over the past 12 months with a decline of almost 7%. This compares to a gain of almost 1.5% from the S&P/ASX 200 Index (ASX: XJO).

View Original Announcement

The post NEXTDC share price on watch as contracted utilisation rises and forward order book grows appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor James Mickleboro has positions in Nextdc. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. 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 Contact Energy Ltd (ASX: CEN) share price is on investors’ radar after the company posted higher electricity and gas sales for June 2026, along with ongoing progress on major renewable energy projects.

What did Contact Energy report?

• Mass market electricity and gas sales reached 495 GWh in June 2026, up from 410 GWh last year
• Contracted wholesale electricity sales totalled 1,056 GWh (June 2025: 810 GWh)
• Electricity and steam net revenue was $175.68/MWh, compared to $186.08/MWh in June 2025
• Electricity generated (or acquired) increased to 1,101 GWh (June 2025: 846 GWh)
• Unit generation cost, including acquired generation, dropped to $38.16/MWh from $54.27/MWh
• Retail netback decreased slightly, to $141.18/MWh from $146.32/MWh

What else do investors need to know?

Contact Energy is progressing with several renewable energy developments, including the Kōwhai Park Solar, Te Mihi Stage 2 geothermal, Glenbrook-Ohurua Battery 2, and Glorit Solar, with a combined approved cost of over $1.5 billion and staggered completion dates out to 2028.

Hydro storage levels were well above average as of mid-July 2026, with the South Island at 145% and the North Island at 123% of mean levels. The Clutha catchment saw strong inflows, supporting overall storage and generation options.

New Zealand’s electricity demand remained broadly steady, down 0.04% on June 2025, but up 1.1% versus June 2024, during what was the warmest June on record.

What’s next for Contact Energy?

Contact Energy is maintaining its focus on expanding renewable energy, reducing unit generation costs, and delivering reliable energy for customers. Upcoming project completions, especially in solar and battery storage, are poised to increase renewable supply in the next few years.

The company’s continued investments in sustainability, along with a healthy pipeline of projects, underline its commitment to low-carbon generation and growing market share in a stable demand environment.

Contact Energy share price snapshot

Over the past 12 months, Contact Energy shares have declined 6%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 1% over the same period.

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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 Contact Energy June 2026 earnings: Sales rise, renewables progress 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 Telix Pharmaceuticals Ltd (ASX: TLX) share price is in focus after the company posted Q2 2026 group revenue of US$247 million, up 21% on the prior year, and reaffirmed its full-year revenue guidance.

What did Telix Pharmaceuticals report?

• Q2 2026 group revenue: US$247 million, up 21% year-over-year and 7% quarter-on-quarter
• Precision Medicine revenue: US$202 million, up 30% year-over-year and 9% quarter-on-quarter
• TMS revenue: US$45 million
• FY 2026 revenue and other income expected to exceed US$1 billion, tracking towards the upper end of guidance (US$950–970 million plus US$40 million Regeneron income)
• R&D expenditure guidance updated to US$230–270 million, reflecting increased investment capacity
• Initial non-refundable payment of US$40 million received from strategic partner Regeneron

What else do investors need to know?

Telix Pharmaceuticals continues to make progress across both its Precision Medicine and Therapeutics businesses. The company achieved a key regulatory milestone for the global Phase 3 trial of TLX591-Tx in prostate cancer, with FDA alignment allowing the study to advance to Part 2 in the US. Enrolment is ongoing in several regions, including Australia and China.

In its Precision Medicine business, Telix is nearing full patient enrolment in the BiPASS Phase 3 study for initial prostate cancer diagnosis, and has completed enrolling for its Phase 3 registrational study in Japan for Illuccix. The company is also progressing new regulatory filings and expanding its manufacturing footprint with new facilities in Melbourne, Brussels, and Yokohama.

Telix finalised a major strategic collaboration with Regeneron to develop radiopharmaceutical therapies, receiving an upfront payment and creating a strong platform for future oncology programs. The company also refinanced existing convertible bonds, boosting its capital flexibility.

What did Telix Pharmaceuticals management say?

Dr. Christian Behrenbruch, Managing Director and Group CEO, said:

We delivered another quarter of growth with U.S. dose volumes increasing 7% during the quarter, driven by growing demand for Gozellix and continued strength across our PSMA imaging portfolio. This performance underscores the strength of our differentiated two-product PSMA imaging strategy and reinforces Telix’s market leadership, built on clinical differentiation, supply chain resilience and commercial execution. During the quarter, we achieved key regulatory, commercial and clinical milestones across both our Precision Medicine and Therapeutics businesses. We are tracking in line with the upper end of our FY 2026 revenue guidance and are investing further in R&D to accelerate a number of high-value programs that have the potential to create significant future growth and shareholder value

What’s next for Telix Pharmaceuticals?

Looking ahead, Telix expects FY 2026 revenue and other income to top US$1 billion, and is allocating additional funds to R&D to support the expansion of key clinical programs. Progress in product development, regulatory filings, and the new Regeneron partnership are expected to underpin further growth.

Management flagged ongoing milestones for pivotal clinical trials in both the Therapeutics and Precision Medicine businesses, as well as continued global geographic expansion. The company’s strengthened capital position will support investment in its late-stage pipeline and manufacturing capability, with a focus on bringing new therapies to market.

Telix Pharmaceuticals share price snapshot

Over the past 12 months, Telix shares have declined 40%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 1% over the same period.

View Original Announcement

The post Telix Pharmaceuticals: Q2 2026 revenue jumps 21% appeared first on The Motley Fool Australia.

More reading

• HUB24 earnings: Record $18.9bn net inflows lift FUA
• Top 3 ASX healthcare stocks to watch
• Contact Energy June 2026 earnings: Sales rise, renewables progress
• 5 things to watch on the ASX 200 on Tuesday
• Here are the top 10 ASX 200 shares today

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 positions in and has recommended Telix Pharmaceuticals. The Motley Fool Australia has recommended Telix Pharmaceuticals. 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.