Category: Stock Market

The News Corporation (ASX: NWS) share price is on the move today after the company reported second quarter fiscal 2026 revenues of $2.36 billion, up 6% year over year, and a 9% lift in Total Segment EBITDA to $521 million.

What did News Corp report?

• Second quarter revenue: $2.36 billion, up 6% from $2.24 billion last year
• Net income from continuing operations: $242 million, down 21% (prior year included an $87 million gain)
• Total Segment EBITDA: $521 million, up 9%
• Reported EPS: $0.34; Adjusted EPS: $0.40 (up from $0.33 in prior year)
• Dow Jones revenue grew 8% to $648 million; Record digital advertising revenue
• Interim dividend: $0.10 per share, payable 8 April 2026

What else do investors need to know?

News Corp’s results were powered by strong growth in its Dow Jones, Digital Real Estate Services, and Book Publishing businesses. Dow Jones saw an 8% boost in revenue, driven by double-digit growth at its Risk & Compliance division and a big jump in digital advertising.

REA Group Ltd (ASX: REA), which is majority-owned by News Corp, helped lift real estate services revenue by 8%, while Move (operator of Realtor.com) added 10% growth amid increased focus on premium products. Book Publishing revenue rose 6%, helped by new acquisitions and popular titles, although segment profits dipped due to a one-off $16 million inventory write-off at HarperCollins.

What did News Corp management say?

Chief Executive Robert Thomson said:

We are delighted to report excellent second quarter results with both revenue and profitability growth accelerating from the prior quarter, and we see favorable signs for the second half of our fiscal year. Revenues increased 6 percent to $2.4 billion for the quarter and profitability improved by a robust 9%. The second quarter results were driven by sustained growth at Dow Jones and Digital Real Estate Services, which both achieved double-digit profit growth and have started the calendar year strongly. Given the current trajectory of our core drivers, we believe prospects for the third quarter are auspicious…We also continued to actively execute on our expanded buyback program, which has been running at over four times the prior rate, reflecting our confidence in News Corp’s strong cash position and belief in the intrinsic value of the Company.

What’s next for News Corp?

The company will host a Dow Jones investor briefing in March 2026, highlighting the momentum in its information services division. Management says it remains confident in News Corp’s prospects for the upcoming quarter, looking to further leverage digital subscriptions, advertising, and real estate services.

News Corp is also broadening partnerships, including expanding its AI agreement with Bloomberg for Dow Jones content. The board has reinforced its positive view of future performance by maintaining its share buyback program at an accelerated pace and declaring another interim dividend.

News Corporation share price snapshot

Over the past 12 months, News Corporation shares have declined 28%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post News Corp reports robust Q2 FY26 earnings growth appeared first on The Motley Fool Australia.

More reading

• Charter Hall Retail REIT posts higher earnings and distributions in 1H FY26
• REA Group earnings: Profit and dividend up in strong H1 FY26 result
• Rio Tinto confirms no merger with Glencore after review
• Harness momentum with this new ASX ETF
• 5 things to watch on the ASX 200 on Friday

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.

Pro Medicus Ltd (ASX: PME) shares have been caught up in the brutal sell-off that has swept through AI-exposed software-as-a-service stocks.

Concerns that rapid advances in artificial intelligence could make existing software platforms redundant have weighed heavily on sentiment, and the high-quality healthcare technology company has not been spared.

As a result, Pro Medicus shares have fallen more than 40% over the past 12 months and last traded at $164.93.

While this is disappointing, could it have created an incredible buying opportunity? Let’s see if Bell Potter thinks this stock could surge over the remainder of 2026.

A high-quality Australian stock

Bell Potter has long been positive on Pro Medicus and believes it stands out as one of the highest-quality businesses on the Australian share market. The broker said:

Pro Medicus is among the highest quality companies on the ASX. CY25 was yet another banner year with 10 major contract announcements, totalling minimum revenues of $445m.

These contract wins matter. Pro Medicus sells enterprise-scale radiology software into major hospital networks, and contracts are typically long-term, sticky, and difficult for competitors to displace once embedded.

Strong earnings growth expected

Despite its already significant scale, Bell Potter believes Pro Medicus still has a long runway for growth ahead. The broker expects earnings growth to remain exceptionally strong over the next two years. It said:

We expect EPS growth of 36% in FY26 followed by 30% in FY27. The company continues to announce new contract wins on a regular basis as the drivers of interest in its product offering remain firmly in place.

Structural tailwinds in radiology

One reason Bell Potter remains confident is the broader structural shift underway in the global radiology industry. The broker notes that “the entire radiology industry is headed to cloud based (off premises) archiving.”

That transition plays directly into Pro Medicus’ strengths. Its Visage platform is designed for speed, scale, and performance, critical requirements as imaging datasets become larger and more complex. Bell Potter explains:

Put simply, the Visage 7 viewer, Workflow and Archive are the fastest and most advanced tools for the retrieval and viewing of large radiology files. The platform is immensely scalable and relatively easily installed, providing it with a sustainable competitive advantage over the likes of peers Intelerad, Sectra, Philips and GE Healthcare.

Are Pro Medicus shares ready to surge?

Bell Potter currently has a buy rating and a $320.00 price target on the Australian stock.

Based on its latest share price of $164.93, this implies almost 95% upside over the next 12 months.

The post 1 Australian stock ready to surge in 2026 appeared first on The Motley Fool Australia.

More reading

• If I could only buy 3 stocks in 2026, I’d pick these
• How much could a $10,000 investment in these ASX 200 stocks be worth if they hit 12 month targets?
• 3 ASX 200 large-cap healthcare shares just re-rated by experts
• Why these beaten-down ASX shares are worth a second look
• Why buy and hold investing with ASX shares could make you rich

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

The REA Group Ltd (ASX: REA) share price is in focus today after Australia’s top property platform delivered half-year revenue of $916 million, up 5% year-on-year, and lifted its net profit from core operations by 9% to $341 million.

What did REA Group report?

• Revenue from core operations: $916 million, up 5% year-on-year
• EBITDA (excluding associates): $569 million, up 6%
• Net profit from core operations: $341 million, up 9%
• Interim dividend: $1.24 per share fully franked, up 13%
• Australian residential revenue: up 7%; commercial and new homes revenue: up 10%
• Announced on-market share buy-back up to $200 million

What else do investors need to know?

REA Group reported double-digit growth in its Buy Yield, helping offset a 6% dip in national property listings. Its flagship site, realestate.com.au, saw record online audiences, boasting 12.7 million unique visitors each month, plus growth in buyer and seller activity.

The company completed a strategic reset in India, exiting non-core businesses and refocusing on its core Housing.com platform. REA is rolling out AI-powered features, like natural language search, to drive innovation and better consumer engagement across its platforms.

What did REA Group management say?

REA Group CEO Cameron McIntyre said:

REA Group’s first half performance was underpinned by strong double-digit yield growth in our core residential business. Our focus on richer, more immersive consumer experiences supported record audience and strong engagement. Our customers continued to recognise the value of our premium products and their ability to maximise campaigns and support stronger sales results.

The pace of technological change is creating significant opportunity. REA’s unparalleled audience and proprietary data provide a strong foundation for harnessing AI as we continue to change the way Australians buy, sell and rent property.

What’s next for REA Group?

REA expects strong buyer demand to continue in Australia’s property market, especially in Melbourne and Sydney where fresh listings are rising. However, Perth and Brisbane have seen slower activity, which is expected to weigh on national listing volumes.

The group anticipates residential Buy yield growth of 12–14% and plans to keep investing in new technology, including AI, to enhance its property platforms. REA’s focus remains on sustainable cost management, further innovation, and maintaining its leadership in online real estate.

REA Group share price snapshot

Over the past 12 months, REA Group shares have declined 28%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post REA Group earnings: Profit and dividend up in strong H1 FY26 result appeared first on The Motley Fool Australia.

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• Rio Tinto confirms no merger with Glencore after review
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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 Rio Tinto Ltd (ASX: RIO) share price is in focus today after the company confirmed it will not proceed with a possible merger or business combination with Glencore. Management stated the decision was driven by a focus on long-term value and delivering leading shareholder returns.

What did Rio Tinto report?

• Confirmed it is no longer considering a merger or business combination with Glencore.
• Decision made following a disciplined review process prioritising shareholder value.
• Announcement made under Rule 2.8 of the City Code on Takeovers and Mergers.
• Restrictions on future offers now apply, with specific exceptions outlined by the Code.

What else do investors need to know?

Rio Tinto reviewed the potential combination with Glencore after an earlier announcement in January 2026, but ultimately determined an agreement could not be reached for shareholders’ benefit. This reflects the company’s commitment to its capital management strategy and disciplined growth plans, as emphasised at the December 2025 Capital Markets Day.

Importantly, Rio Tinto reserves the right to revisit the decision under certain circumstances, such as a third party making a firm offer for Glencore or a material change of circumstances as defined by takeover regulations. 

What’s next for Rio Tinto?

Rio Tinto says it remains focused on prioritising long-term value creation and leading returns for shareholders. The company will continue to assess opportunities through its established disciplined approach and maintain its commitment to capital allocation guidelines.

Investors can expect Rio Tinto to pursue growth and value initiatives in line with its strategic objectives, as outlined at the company’s Capital Markets Day. Any future developments regarding mergers or acquisitions will be weighed carefully to ensure they serve shareholder interests.

Rio Tinto share price snapshot

Over the past 12 months, Rio Tinto shares have risen 31%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post Rio Tinto confirms no merger with Glencore after review appeared first on The Motley Fool Australia.

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• REA Group earnings: Profit and dividend up in strong H1 FY26 result
• Which ASX shares benefit from a stronger AUD?
• Harness momentum with this new ASX ETF
• 5 things to watch on the ASX 200 on Friday
• 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 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 Australian Dollar (AUD) has made significant gains on the United States Dollar (USD) so far this year. Savvy investors may be contemplating how this impacts ASX shares. 

Zooming out even further, the AUD has rallied from its post-Covid low of US59.6¢ in April last year, to recently hit a three-year high of US70.5¢.

Why is the AUD gaining value?

In simple terms, the AUD is stronger against the USD mainly because Australian interest rates are rising while US rates are expected to fall. 

The RBA’s rate hike, combined with anticipated Fed cuts, have widened the interest rate gap in Australia’s favour, making the AUD more attractive to global investors. 

This is reinforced by strong commodity prices, risk-on global sentiment, and broad US dollar weakness, all of which support demand for the AUD.

A new report from Canaccord Genuity and Wilsons Advisory said the RBA is expected to raise the cash rate again later this year. 

The US Federal Reserve is still expected to cut rates multiple times.

What does this mean for ASX shares?

The report from Canaccord Genuity also highlighted what this divergence could mean for ASX shares. 

According to Greg Burke, Equity Strategist, the rising AUD creates a mix of headwinds and tailwinds for Australian equities. 

On one hand, a stronger local currency provides headwinds for the large number of ASX 200 companies that generate earnings overseas – currently ~40% of the index’s profits – due to adverse currency translation effects. 

On the other hand, somewhat counterintuitively, periods of AUD strength have historically coincided with S&P/ASX 200 Index (ASX: XJO) outperformance.

Metals & mining the clear winner 

The report identified that the Materials sector has historically exhibited by far the strongest relationship with the AUD and the best performance during periods of AUD appreciation.

Mr Burke said this correlation does not imply causation. 

Rather, this relationship reflects that both the AUD and commodity prices (and consequently, miners) tend to move together, as they benefit from the same underlying macro forces. These include robust global growth, improved terms of trade, broadly positive investor sentiment and a weaker USD. 

When combined with tight supply dynamics and structural demand drivers for key commodities, these factors provide the necessary foundation for continued Materials sector outperformance.

How to target the sector

Some of Australia’s largest companies by market capitalisation are metals and mining shares. 

In fact, ASX materials shares make up roughly 24% of the ASX 200. 

Some of the largest include: 

• BHP Group Ltd (ASX: BHP)
• Rio Tinto Ltd (ASX: RIO)
• Fortescue Ltd (ASX: FMG)

Alternatively, investors can get broad exposure to this sector with ASX ETFs.

Options include: 

• BetaShares S&P/ASX 200 Resources Sector ETF (ASX: QRE)
• VanEck Australian Resources ETF (ASX: MVR)
• SPDR S&P/ASX 200 Resources Fund (ASX: OZR)

The post Which ASX shares benefit from a stronger AUD? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has positions in BHP 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 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 REIT shares come with plenty of positives. 

A real estate investment trust (REIT) is a company that owns and operates property assets that typically produce income.

REITs can have various property types in their portfolios, or they might specialise in just one type. Some focus on commercial real estate, such as offices, hospitals, shopping centres, warehouses, and hotels.

Investors may choose to target this asset because they typically provide predictable income through regular distributions, supported by rental cash flows and a tax-efficient structure. 

REITs also offer potential capital growth and diversification benefits, making them attractive as a long-term investment option.

Recent underperformance 

Despite the favourable aspects of REITs, over the last few years, this asset class has largely underperformed relative to other sectors. 

Many REITs struggled through and post pandemic due to market shifts. 

For example, some REITs own and operate office buildings. 

COVID-driven shifts in work patterns combined with poorly timed new supply drove vacancies higher, and rents lower across Australia’s major CBDs, with asset values following suit.

Similar headwinds impacted REITs engaged in retail spaces like shopping centres. 

However new insight from VanEck suggests the tide could be turning after years of underperformance. 

Supply demand dynamics improving

According to VanEck, office REITs were among the best-performing A-REIT subsectors in 2025. 

In a new report, the ETF provider said this momentum could continue in 2026 for several reasons. 

VanEck said supply pipelines are thinning, economic conditions are favourable and elevated 10-year yields may begin to provide a more supportive backdrop for sector performance.

We think the medium-term outlook for office REITs in particular is positive, albeit one that still demands selectivity.

Pranay Lal, Portfolio Manager, VanEck said vacancy rates have stabilised and are expected to trend lower, with the supply/demand office space dynamics potentially improving. 

High replacement costs, restrictive financing conditions and limited development pipelines are likely to constrain further supply, with leading leasing agent Jones Lang LaSalle Incorporated (JLL) forecasting new supply to be almost half the 20 year calendar average.

Economic conditions favourable

According to VanEck, valuations across office REITs are closely linked to broader macroeconomic conditions. 

Periods of strong economic activity, low unemployment and robust population growth have historically been supportive of structurally lower vacancy rates.

Australia has seen a marginal acceleration in GDP growth, supported by improving business investment and consumer spending. 

Additionally, unemployment is near a historical low and forecast to stay in the 4% range over the medium term.

This backdrop further supports a recovery in CBD office demand.

Office and retail REITs are currently offering compelling value, we think. Both sectors are trading at discounts to net tangible assets, suggesting scope for a re-rating toward more normalised valuation levels. This potential mean reversion could act as a catalyst for relative outperformance.

How to gain exposure

For investors looking to gain exposure to this sector, there are a few options to consider. 

For pure-play office REITs, Centuria Office REIT (ASX: COF) owns a portfolio of high-quality office buildings across Australian capital cities and key markets. 

Other office REIT options include: 

• Dexus (ASX: DXS)
• Charter Hall Group (ASX: CHC)
• The GPT Group (ASX: GPT).

Another option is to target a thematic ASX ETF such as VanEck Vectors Australian Property ETF (ASX: MVA). 

MVA ETF gives investors exposure to a diversified portfolio of Australian REITs, however this isn’t exclusively office owners. 

The post Why 2026 could be the year of the REIT rebound appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell 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.

With reporting season underway and market volatility still creating opportunities, February could be a good time to take a closer look at high-quality ASX growth shares that analysts believe are trading below their true value.

But which ones tick these boxes?

Listed below are three ASX growth shares that analysts are tipping as buys. Here’s what they are recommending to clients:

Aristocrat Leisure Ltd (ASX: ALL)

The first ASX growth share to consider in February is Aristocrat Leisure Ltd.

Aristocrat is one of the world’s leading gaming technology companies, with operations spanning poker machines, real money gaming, and mobile games. Its strength lies in high-quality and popular game content and long-term relationships with gaming operators around the world.

Bell Potter is bullish on the company’s outlook. The broker believes Aristocrat is well placed to benefit from ongoing growth in digital gaming and continued investment in regulated gaming markets globally.

It recently put a buy rating and $80.00 price target on its shares. Based on its current share price of $52.22, this implies potential upside of over 50%.

Lovisa Holdings Ltd (ASX: LOV)

Another ASX growth share that analysts are excited about is Lovisa Holdings Ltd.

Lovisa is a fast-growing fashion jewellery retailer that is in the middle of an ambitious global expansion. At last count, the company was operating 1,075 stores across more than 50 markets, with new store openings continuing at pace.

Morgans has named Lovisa as one of its top picks in the retail sector, highlighting the company’s scalable store model and strong brand appeal. If Lovisa continues executing on its international rollout, the business could look materially larger over the next few years.

The broker recently put a buy rating and a $40.00 price target on its shares. Based on its current share price of $32.09, this suggests that upside of approximately 25% is possible between now and this time next year.

NextDC Ltd (ASX: NXT)

A final ASX growth share to buy in February could be NextDC.

NextDC is one of the Asia-Pacific region’s leading data centre-as-a-service providers, delivering critical power, security, and connectivity to cloud platforms, enterprises, and government customers. Its network of centres continues to expand across Australia and the broader region.

Morgans recently upgraded NextDC shares. The broker sees long-term demand for data centre infrastructure being driven by cloud adoption, data growth, and emerging AI workloads, all of which underpin NextDC’s growth outlook.

It has a buy rating and $19.00 price target on its shares. Based on its current share price of $13.22, this implies potential upside of more than 40%.

The post 3 stellar ASX growth shares that could rise 25% to 50% appeared first on The Motley Fool Australia.

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

Plenty of new ASX ETFs have hit the market over the past year. 

ETF providers are giving investors more and more opportunities to gain exposure to niche themes and sectors. 

Thematic investing involved targeting a specific theme. There are no specific rules around how a particular theme is defined.

However themes tend to centre around future changes such as disruptions, new technologies and megatrends, sustainability, founder-led companies, or sub-sectors like electric vehicles and cybersecurity.

Thematic investing has been on the rise, which has led ASX ETF providers to release new funds that aim to capture these emerging themes. 

Lately, we have seen new ASX ETFs hit the market that target themes like silver, commodities, or geographical focusses such as the Global X Japan TOPIX 100 ETF (ASX: J100) which listed last year.

Yesterday, the team at Betashares announced the latest ASX ETF set to hit the market. 

Global Momentum ETF

The newest ASX ETF from Betashares will trade under the name: Betashares Global Momentum ETF (ASX: GTUM). 

According to Betashares, it aims to track the performance of an index (before fees and expenses) comprising a portfolio of global developed markets companies (excluding Australia) with above average momentum scores, as measured by risk-adjusted returns.

GTUM’s Index ranks stocks within the eligible universe based on 6 and 12-month risk adjusted returns to target more sustainable positive momentum over sharp, highly volatile run-ups. 

Stocks displaying consistently strong positive momentum over recent history are rewarded with higher weights in the index.

At the time of writing, it is made up of 200 underlying holdings. 

Its largest sector allocation is to: 

• Financials (29.9%)
• Information Technology (22.6%)
• Industrials (22.1%)

By country: 

• United States (46.4%)
• Canada (11.9%)
• Japan (8.7%)
• Britain (8.0%)
• Spain (5.8%)

In yesterday’s report from Betashares, the ETF provider said momentum offers a unique return profile that differentiates it from other style factors such as quality and value, historically exhibiting low or even negative excess return correlation.

As a result, it can be an appealing complement to many equity funds (both active and passive) which often exhibit style biases. Blending momentum with its distinct return profile may therefore provide meaningful diversification benefits within an existing equity portfolio.

What is momentum investing?

The ethos behind the fund is momentum investing. 

This is a strategy that involves buying companies that have outperformed and selling or avoiding those that have recently underperformed.

According to Betashares, rather than aiming to profit from underlying company fundamentals, momentum investing instead is based on the theory that rising asset prices tend to continue rising, and falling prices tend to continue falling.

Since its inception in January 2011 to end December 2025, GTUM’s Index has outperformed the MSCI World Ex Australia Index by 3.14% p.a.

The post Harness momentum with this new ASX ETF appeared first on The Motley Fool Australia.

More reading

• REA Group earnings: Profit and dividend up in strong H1 FY26 result
• Rio Tinto confirms no merger with Glencore after review
• 5 things to watch on the ASX 200 on Friday
• Here are the top 10 ASX 200 shares today
• Champion Iron raises US$100 million for Rana Gruber acquisition

Motley Fool contributor Aaron Bell 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 sell-off in the ASX growth share space has been brutal, but this could be a good time to identify All Ordinaries (ASX: XAO), or ASX All Ords, stock opportunities that have declined too far.

I’m going to highlight two businesses that are growing quickly, but where the valuation is now dramatically lower. It’s true that there is uncertainty, but the valuation decline has more than made up for that, in my view.

AI certainly does raise questions of how software will change in the coming years, but I think the future looks bright for the two below, particularly at the lower valuations.  

Siteminder Ltd (ASX: SDR)

The company says it’s the name behind Siteminder software, which claims to be the world’s leading hotel distribution and revenue platform, while its Little Hotelier offering is an all-in-one hotel management software that “makes the lives of small accommodation providers easier”.

With offices in Bangalore, Bangkok, Barcelona, Berlin, Dallas, Galway, London, Manila and Mexico City, it’s a truly global business, generating more than 130 million reservations worth more than A$85 billion in revenue for its hotel customers each year.

The company sees a significant growth runway in selling more to its existing customer base. Its current annual recurring revenue (ARR) represents approximately 0.3% of the A$85 billion of gross booking value it facilitates.

That percentage could rise to more than 1.5% of gross booking value for the ASX All Ords stock, if customers adopt its full suite of smart platform tools, which help forecast travel demand and adjust room rates for optimal pricing. Siteminder can automatically optimise pricing and distribution for customers.

Revenue growth from existing subscribers, as well as ongoing record hotelier wins, is part of the company’s overall goal to deliver 30% annual revenue growth in the coming years.

Despite this strong growth, the Siteminder share price is down more than 40% since October 2025, as the chart below shows. I think the company’s net profit and cash flow can soar in the coming years thanks to operating leverage.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster is another ASX All Ords stock that has enormous growth potential but has dropped heavily. The online retailer of homewares, furniture and home improvement products (such as kitchen, bathroom, curtains, blinds and wallpaper items).

The business is benefiting from the steady progress of online shopping adoption. The online penetration of the homewares and furniture market is 20% in Australia, compared to 29% in the UK and 35% in the US, suggesting there’s a significant runway for the next few years.

The company’s home improvement segment is growing rapidly (where the online penetration is only between 5% to 10% in Australia) – in FY25, this segment’s revenue soared 43% to $42 million.

Temple & Webster has a number of growth avenues as it targets $1 billion of annual sales in the medium-term. The company has recently started shipping items to New Zealand, opening up a few million potential customers in that market.

As the company’s revenue rises, I’m expecting margins to grow thanks to lower fixed costs (in percentage terms), improved productivity with AI and tech tools, and a better marketing return on investment (ROI).

Put all of the above together, and I’m expecting the ASX All Ord stock’s bottom line to improve significantly over the next three or four years.

The post 2 excellent ASX All Ords stocks I’d buy today appeared first on The Motley Fool Australia.

More reading

• Could buying these ASX shares make me rich?
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Motley Fool contributor Tristan Harrison has positions in SiteMinder and Temple & Webster Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended SiteMinder and Temple & Webster Group. The Motley Fool Australia has positions in and has recommended SiteMinder. The Motley Fool Australia has recommended Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Global asset manager, Sprott, which specialises in precious metals and critical materials investments, says the debasement trade is one of the strongest global market themes in play today, and a key reason why metal prices are likely to continue rising.

In an article, Paul Wong and Jacob White from Sprott Asset Management say:

A year ago, the debasement trade was outside of the mainstream, but it has evolved into a structural allocation theme.

Let’s decode this financial lingo.

What is debasement?

Debasement refers to currency debasement, or a weakening in the purchasing power of a currency.

Purchasing power is being eroded in many developed nations right now because central banks are expanding the money supply.

They’re doing this by purchasing government bonds and keeping interest rates low, in order to support governments running large fiscal deficits, which are prevalent globally today.

Wong and White point out that US public debt surpassed $38 trillion in 2025, double the level of a decade ago, and few major economies have run a fiscal surplus since the early 2000s.

Here’s how all of this works in simplified terms.

Fiscal deficits and bonds

Governments running deficits — which means they are spending more than they are collecting in tax — issue new bonds to raise money to support their big spending programs.

The higher volume of bonds in the marketplace helps lower their yields, which ultimately lowers the cost to governments.

Central banks buy the bonds as a supportive measure. They don’t care about receiving a low yield because their primary purpose is to keep the financial system stable.

But investors certainly care, and, of course, they are less inclined to buy bonds when yields are low.

Meanwhile, the additional money circulating in the economy degrades the purchasing power of money, which weakens the currency, and can push up inflation.

Wong and White comment:

The pandemic-era policy mix of greater debt, deficits and stimulus has entrenched fiscal dominance as a structural regime.

In theory, central banks should act independently to maintain price stability. In practice, ballooning deficits and soaring interest expenses have tied policymakers’ hands.

Every rate hike amplifies the government’s debt-servicing burden, creating a feedback loop that incentivizes lower rates and liquidity injections, even when inflation remains above target.

By late 2025, this regime was evident across developed markets. 

Large fiscal deficits and low bond and savings yields make gold and other hard assets more appealing as alternative stores of value and a hedge against inflation.

White and Wong say:

… the debasement trade is likely to accelerate, reinforcing the strategic case for hard assets in institutional portfolios.

This bodes well for metal prices.

Central banks buying gold

Central banks are key facilitators of the debasement trade today.

Experts say a structural shift is underway, as central banks around the world diversify their reserves away from the US dollar, whose purchasing power is under pressure, into gold.

As central banks have increased their gold holdings, they’ve pushed the gold price higher.

The gold price rose 27% in 2024, 65% in 2025, and is up 12.5% in the year-to-date, despite the recent rout.

This has encouraged both institutional and retail investors to follow suit, rotating out of cash and bonds and into hard assets such as gold, silver, and other select commodities.

They’re also buying mining shares, which is why ASX materials was the top performing sector last year, returning a staggering 36%.

60/40 portfolio losing relevance

In these circumstances, Sprott says traditional portfolio construction is undergoing a profound shift as traditional models lose relevance.

Traditional portfolios have a 60/40 construction, with 60% in growth assets like shares, and 40% in cash and other fixed-income assets.

This is the classic, default ‘balanced’ superannuation portfolio mix.

But Sprott says 60/40 is losing relevance given the eroded purchasing power of many currencies around the world.

Wong and White comment:

The 60/40 framework has broken down, with bonds no longer providing reliable hedging power as inflation becomes the secular driving force.

Volatility and the growing awareness of the debasement trade have prompted investors to allocate toward commodities.

Hard assets now serve as essential hedges against fiscal and monetary credibility shocks, geopolitical fragmentation and supply disruptions.

These are portfolio risks that equities and bonds cannot fully mitigate in a rapidly deglobalizing world.

The post Forget bonds, metals are now the ‘essential hedges’: experts 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 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.