Category: Stock Market

There are a few investments I believe are more likely to help build long-term wealth than many other options. The exchange-traded fund (ETF) Vanguard MSCI Index International Shares ETF (ASX: VGS) ticks a lot of boxes that I’m looking for.

There are plenty of other Vanguard ETF contenders, such as the Vanguard Australian Shares Index ETF (ASX: VAS) and the Vanguard Diversified High Growth Index ETF (ASX: VDHG).

But there are a few reasons why I’d rate the VGS ETF as the best option, particularly the first reason.

Globally diversified share portfolio

The purpose of this fund is to invest in major companies listed in ‘developed’ countries.

I like the fact that this portfolio is 100% (global) shares – the long-term returns are not diluted by being invested in bonds, and I think that global blue chips have a better collective earnings growth outlook than ASX blue chips.

The VGS ETF portfolio is invested in shares from the US, Japan, the UK, Canada, France, Switzerland, Germany, the Netherlands, Spain, Sweden, Italy, Hong Kong, Singapore, Denmark, Finland, Belgium, Israel, Norway, Ireland, and more.

I’m a fan of how this fund’s biggest industry exposure is IT, which is typically where the strongest long-term earnings growth is occurring this decade.

At the end of March 2026, IT had the largest allocation (26.1%), with financials (15.9%), industrials (11.9%), healthcare (9.7%), consumer discretionary (9.3%), and communication services (8.6%) as the other sectors with notable allocations.

In my view, the VGS ETF is an excellent option as an all-in-one investment.

High-quality businesses

There are numerous global leaders in the VGS ETF portfolio, though I wouldn’t choose to invest in the fund for specific stock exposure.

Instead, I think it’s important to recognise that the fund’s financial characteristics are so appealing.

For example, at the end of March 2026, the Vanguard ETF reported a return on equity (ROE) of 19.6% and an earnings growth rate of 21.3%.

In my eyes, earnings growth is what supports long-term share price growth. The ROE tells us roughly what earnings return a business may be able to achieve on additional retained earnings, so the ROE is an important characteristic.

To me, it’s not a surprise that the VGS ETF has returned an average of 13.26% per year over the last decade.

Low management fees

One of the best reasons to invest in Vanguard ETFs is because of their incredibly low management fees, allowing most of the returns to stay in the hands of investors, rather than being lost to management fees or performance fees.

The VGS ETF has an annual management fee of 0.18%, which I’d describe as low considering how much global diversification it provides.

How quickly this Vanguard ETF can grow into $1 million

I’m not sure what the next 10 years of returns will be, but if it’s an average of 13.26% per year, then the outlook is very promising with the VGS ETF.

Investing $1,250 per month would become $1 million in less than 19 years if it returned 13.26% per year.

The post 3 reasons why this could be the best Vanguard ETF to reach $1 million appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended 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.

The Stanmore Resources Ltd (ASX: SMR) share price is in focus as the company reported a resilient March quarter, with saleable coal production steady at 3.2 million tonnes and closing cash of US$166 million giving the miner a strong foundation for the year.

What did Stanmore Resources report?

• Saleable coal production: 3.2 million tonnes, broadly steady year-on-year
• Sales volumes: 3.0 million tonnes, including a higher share of thermal coal
• Closing cash: US$166 million and total liquidity of US$436 million
• Net debt: US$79 million after paying an US$80 million full-year dividend in March
• Average sales price: US$152 per tonne for the quarter, up from US$136/t in December
• Safety: Serious Accident Frequency Rate of 0.50, well below the industry average of 0.80

What else do investors need to know?

Operations bounced back in March after wet weather and ex-Tropical Cyclone Koji caused delays in early 2026. Strong opening inventories and a proactive approach helped Stanmore keep coal deliveries within annual guidance. South Walker Creek posted record production for March, and performance at Poitrel was underpinned by consistent processing and fleet upgrades.

Looking ahead, the Isaac Downs Extension approvals are progressing on track, with an Environmental Impact Statement due in the June quarter. The company also completed a key tailings project at Poitrel to cut costs, and infill drilling at several sites has kicked off for 2026.

What did Stanmore Resources management say?

Chief Executive Officer & Executive Director Marcelo Matos said:

The first quarter of 2026 reinforced the resilience of our business, with operations recovering strongly in the latter part of the period to deliver saleable production within the expected annual run rate of Guidance. This followed the arrival of ex-Tropical Cyclone Koji in early January, which caused widespread disruption across open-cut producers in Queensland. Strong opening inventories helped buffer the impact for Stanmore, supported by a proactive operational response to prioritise coal availability and record volumes at South Walker Creek in March.

What’s next for Stanmore Resources?

Full-year saleable production guidance is unchanged at 12.8–13.4 million tonnes, though cost guidance has been revised higher due to fuel price swings from global events. Stanmore has moved swiftly to secure fuel supplies and manage price risk, flagging that cost increases are driven mostly by external macroeconomic impacts.

Development continues on several projects in the Bowen Basin, with a steady pipeline of exploration, approvals, and infrastructure upgrades supporting Stanmore’s longer-term strategy. The company says its balance sheet and strong cash generation leave it well placed for ongoing volatility.

Stanmore Resources share price snapshot

Over the past 12 months, Stanmore Resources shares have risen 17%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Stanmore Resources: Coal output recovers in March quarter 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.

Aurelia Metals Ltd (ASX: AMI) recently released its third-quarter report, prompting the gold analysts at both Moelis and Shaw and Partners to take a closer look at the company.

Both have rated the company a buy and have bullish price targets on the gold producer. We’ll get to the details of those forecasts later.

Solid quarter

Firstly, let’s have a look at what Aurelia reported this week.

The company said it had produced 13,000 ounces of gold during the March quarter, as well as 600 tonnes of copper, 6,900 tonnes of zinc, and 4,300 tonnes of lead.

The company’s cash balance increased from $85.6 million at the end of December to $94.7 million at the end of March.

Aurelia also increased its full-year production guidance, saying gold production was now expected to come in at 45,000 to 50,000 ounces, compared with the previous guidance of 35,000 to 40,000 ounces.

Forecast copper production, however, reduced from 3,000 to 4000 tonnes to 2.5-3000 tonnes.

Growth capital spending would also be reduced to $45 to $60 million from $65 to $70 million, due to some deferrals.

Aurelia also said its process plant expansion project was on track to increase capacity from 800,000 tonnes per annum to 1.1 to 1.2 million tonnes per annum, with ramp-up planned throughout FY27.

Managing Director Bryan Quinn said regarding the quarter:

The March quarter delivered higher gold production of 13koz, free cash flow generation, and improved FY26 gold guidance. Costs were in line with guidance and free cash flow was generated after adding to restricted cash for rehabilitation bonds, investments in growth capital and payment of taxes. This was achieved while also building ROM stocks at Peak during the quarter, in preparation for production growth in future quarters. The March quarter also saw us progress the refinancing process, culminating in execution of a financing commitment letter as announced in early April. This materially strengthens the balance sheet and enhances liquidity, positioning Aurelia to execute its strategy with greater flexibility and confidence.

Consensus is that shares look cheap

The analyst team at Moelis said Aurelia’s quarterly was “reasonably consistent with our expectations”, and demonstrated that the company could generate meaningful cash flow while concurrently executing multiple growth initiatives.

They added:

If AMI can sustain the drumbeat of delivery, we expect the stock to progressively rerate – shedding the discount it has carried since the material downgrade in the middle of CY25. With favourable metal prices, the business is well placed to convert improving production outcomes into accelerating near-term cashflow.

Moelis has a buy rating and a price target of 42 cents on Aurelia shares, compared with 28 cents currently.

Meanwhile, the team at Shaw and Partners called it “another strong quarter”.

They noted that the company’s growth projects were on track, while the company was also looking for a new Chief Executive, which should also provide impetus.

Shaw and Partners has a 50-cent price target on Aurelia shares.

Aurelia Metals is valued at $448.8 million.

The post 2 brokers rate this ASX gold stock a buy, with 50% upside forecast 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 Zimplats Holdings Ltd (ASX: ZIM) share price is in focus today after the company reported a 56% quarterly drop in 6E metal production and a 29% rise in cash costs per ounce.

What did Zimplats report?

• Mined volumes: 2.09 million tonnes, down 1% from last quarter, up 17% year-on-year
• 6E metal in final product: 76,340 ounces, down 56% from last quarter, down 46% year-on-year
• Operating cash cost per 6E ounce: US$1,299, up 29% from last quarter, up 27% year-on-year
• Total operating costs: US$166.2 million, down 2% from last quarter, up 22% year-on-year
• Concentrator throughput: 1.93 million tonnes milled, down 6% from last quarter, up 15% year-on-year
• No dividend announced for the quarter

What else do investors need to know?

Zimplats recorded one lost-time injury for the March quarter, with corrective actions implemented as part of their zero-harm focus. Lower mining and milling volumes were mainly due to fewer operating days and planned maintenance shutdowns at the mills.

Final 6E metal production dropped sharply due to maintenance work on the smelter, but concentrate stocks have built up and are expected to be processed by the end of FY2026. Meanwhile, operating costs climbed year-on-year on higher open-pit activity, increased export fees, and rising labour and maintenance expenses.

What’s next for Zimplats?

Key development projects are progressing as planned, including the Mupani mine expansion towards its 2029 production target, smelter and solar power upgrades, and continued tailings storage improvements. The company aims to process the accumulated concentrate, supporting higher metal output later in the year.

Zimplats maintains its focus on safety and boosting efficiency. Completion of major projects like the solar expansion and smelter upgrade is expected to support more stable production and cost control in coming years.

Zimplats share price snapshot

Over the past 12 months, Zimplats shares have risen 39%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Zimplats shares: Production dips and costs rise 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 Woodside Energy Group Ltd (ASX: WDS) share price is in focus after the company released its first quarter 2026 report, revealing operating revenue of US$3.26 billion, up 7% from the prior quarter. Quarterly production reached 45.2 million barrels of oil equivalent (MMboe), with key assets like Pluto LNG achieving 100% reliability.

What did Woodside report?

• Operating revenue: US$3,261 million, up 7% from Q4 2025
• Quarterly production: 45.2 MMboe, down 8% due to seasonal weather
• Average realised price: US$63/boe, up 11% from Q4 2025
• Total sales volumes: 51.7 MMboe
• Capital expenditure: US$853 million; acquisitions: US$470 million
• Liquidity: approx. US$8.3 billion at 31 March 2026

What else do investors need to know?

Several major projects remain on schedule and budget. The Scarborough Energy Project was 96% complete at quarter-end, targeting first LNG cargo in Q4 2026, while the Trion oil project is 56% complete and aiming for first oil in 2028. Woodside assumed operational control at Beaumont New Ammonia, which exported its first cargo in February.

During the quarter, severe tropical cyclones affected Western Australian operations, temporarily reducing production, but all assets were safely restored. The company continued to progress portfolio changes, including the planned asset swap with Chevron and the upcoming transfer of Bass Strait assets from ExxonMobil.

What’s next for Woodside?

Woodside reaffirmed its full-year 2026 production, capital, and cost guidance. Key projects like Scarborough LNG and Trion oil remain on schedule, with Scarborough targeting first LNG cargo in Q4 2026. The company is also continuing its review for improved cost discipline and organisational efficiency under its new CEO.

Looking ahead, Woodside is focused on completing major turnarounds, advancing new energy projects like hydrogen, and progressing growth initiatives in LNG, ammonia, and oil. The company is maintaining a strong liquidity position while investing in both existing and emerging energy opportunities.

Woodside share price snapshot

Over the past 12 months, Woodside shares have risen 57%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Woodside Q1 2026 earnings: Revenue grows, Scarborough and Trion 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.

Shares in Zip Co Ltd (ASX: ZIP) have been on a wild ride.

At the time of writing, the buy now, pay later (BNPL) stock is up an impressive 52% over the past month. Zoom out, though, and the picture gets more mixed, down 38% over six months, but still up 43% over the past year.

So, is this just another spike, or could there be more upside ahead for Zip shares? Here are three reasons some investors are getting bullish.

Strong results and upgraded guidance

Zip gave the market plenty to like with its Q3 FY26 results, released earlier this month.

The company delivered record cash EBTDA of $65.1 million, marking a 41.5% increase year on year. Growth wasn’t limited to profitability either. Total transaction volume climbed 22.5%, while total income rose 20.2%. That kind of across-the-board momentum matters for Zip shares.

Even better, management didn’t just celebrate the quarter; it lifted expectations. Zip upgraded its FY26 group cash EBTDA guidance to at least $260 million and reaffirmed its broader targets for the year.

In other words, the company isn’t just performing well; it’s confident the momentum can continue.

US growth story gaining traction

Zip’s expansion in the US is shaping up as a major growth driver.

The company expects US transaction volume to jump more than 40% in FY26, a standout figure in a competitive market. At the same time, group operating margins are forecast to remain above 18%, suggesting growth isn’t coming at the expense of profitability.

That’s a key point. BNPL players have often been criticised for chasing growth at any cost. Zip’s latest numbers indicate it may be finding a better balance. It’s scaling up while maintaining credit quality and margin discipline.

If that trend holds, it could significantly strengthen the investment case for Zip shares.

Analysts see up to 122% upside

Broker sentiment is firmly on the side of Zip shares.

According to TradingView data, 11 analysts currently rate the stock as a buy or strong buy, a clear vote of confidence in its outlook.

And the price targets are just as eye-catching. The average target sits at $3.83, implying potential upside of around 57% from current levels. Some analysts are even more optimistic, with the highest target coming in at $5.40. That points to a possible 122% gain over the next year.

Of course, price targets aren’t guarantees. But they do highlight how much room some experts believe Zip shares still have to run.

Foolish Takeaway

Zip shares have already staged a strong rebound, but the combination of solid earnings growth, expanding US operations, and bullish analyst sentiment suggests the rally might not be over.

As always, volatility is part of the package with high-growth stocks like Zip. But for investors comfortable with the risks, this could be one to keep firmly on the watchlist.

The post 3 reasons to buy Zip shares appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has 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 Liontown Ltd (ASX: LTR) share price is in focus as the company announces early works and long-lead procurement are now underway for the planned expansion of its Kathleen Valley Lithium Operation. This marks the company’s first major step since its 2021 expansion study, with A$12 million committed to long-lead items and up to A$77 million expected before the final investment decision in Q1 FY2027.

What did Liontown report?

• Early works and procurement have commenced for the Kathleen Valley expansion project.
• Approximately A$12 million of capital committed to purchase a 5.5MW ball mill, with expenditure over the next year.
• Expected total cash expenditure for early works in FY2026 is between A$15–18 million.
• Total spending ahead of the final investment decision could reach up to A$77 million.
• Development will enable increased concentrate production and improved plant efficiency through debottlenecking.

What else do investors need to know?

Liontown is moving early to secure critical equipment and ramp up its expansion team, aiming to reduce risks linked to schedule delays and rising costs. The work program includes pre-development drilling, upgrading plant infrastructure, and improved mine services to support extra mining capacity.

This expansion study is focused on staged improvements, with each phase unlocking further production capability at Kathleen Valley. Details on future spending and expected output increases will be shared at the time of the final investment decision, targeted for the end of Q1 FY2027.

What did Liontown management say?

Managing Director and CEO Tony Ottaviano said:

The early works position Liontown to deliver additional spodumene concentrate production as we progress through each stage to capture a strengthening market. Expansion at Kathleen Valley is currently the most value-accretive growth available to Liontown, and these commitments lay the foundation for that growth and demonstrate our confidence in the market and the operation.

What’s next for Liontown?

Looking ahead, Liontown plans to keep developing the Kathleen Valley asset through staged growth and operational improvements. With early works now underway, the company is targeting increased production and enhanced plant performance over the next few years.

A final investment decision is expected by the end of Q1 FY2027, after which further details about capital costs and project outcomes will be released. Liontown’s strategy remains anchored on supporting strong lithium demand and building value for shareholders.

Liontown share price snapshot

Over the past year, Liontown shares have risen 316%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Liontown shares: Expansion works begin at Kathleen Valley 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 Regis Healthcare Ltd (ASX: REG) share price is in focus today after the company announced the appointment of Andrew Kinkade as its new Managing Director and Chief Executive Officer. Kinkade joins Regis with an extensive leadership background in aged care, healthcare and finance.

What did Regis Healthcare report?

• Appointment of Andrew Kinkade as new Managing Director & CEO, commencing 20 July 2026
• Total fixed remuneration of $900,000 per annum, inclusive of superannuation
• Short Term Incentive of up to 50% of TFR and Long Term Incentive of up to 100% of TFR, subject to performance
• Sign-on equity award of $1.6 million in Performance Rights, subject to shareholder approval

What else do investors need to know?

Andrew Kinkade brings more than 20 years of experience across aged care, healthcare, private equity, and investment banking, most recently serving as Managing Director at Bupa Villages & Aged Care. He has been recognised for leading operational and cultural transformation, driving both growth and improved care standards.

Kinkade replaces Dr Linda Mellors, who will complete her notice period in June after leading the company for over six years. The board expressed its appreciation for Dr Mellors’ significant contributions and steady leadership throughout her tenure.

What’s next for Regis Healthcare?

Kinkade’s appointment signals a focus on operational transformation and strengthening Regis’s position in Australia’s aged care sector. The Board noted his track record of leading growth in regulated, people-focused businesses, which aligns with Regis Healthcare’s strategic objectives.

Shareholders will vote on key elements of Kinkade’s remuneration package, including his sign-on equity award, at the upcoming Annual General Meeting. The company expects a smooth transition and ongoing delivery on its growth plans.

Regis Healthcare share price snapshot

Over the past 12 months, Regis Healthcare shares have declined 2%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Regis Healthcare names Andrew Kinkade as new CEO appeared first on The Motley Fool Australia.

More reading

• Zimplats shares: Production dips and costs rise
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• Liontown shares: Expansion works begin at Kathleen Valley
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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.

Shares in Domino’s Pizza Enterprises Ltd (ASX: DMP) took another hit on Tuesday, tumbling 11% to $15.85.

That extends a rough run for investors. The ASX stock is now down around 25% year to date and roughly 38% over the past 12 months. By comparison, the S&P/ASX 200 Index (ASX: XJO) has climbed about 9% over the same period.

So, what’s going wrong, and do experts see a way back?

US weakness rattles confidence

The latest sell-off of Domino’s shares appears to have been triggered by an update from Domino’s Pizza Inc (NASDAQ: DPZ) on Monday.

The US business reported same-store sales growth of just 0.9%, falling well short of market expectations for a 2.3% increase. It also trimmed its full-year guidance, raising concerns about demand in a tough consumer environment.

That matters for Australian investors. While Domino’s Pizza Enterprises operates across multiple regions, the US update has spooked the market. Investors are increasingly worried that similar pressures — including cost-of-living constraints and softer discretionary spending — could be weighing on Domino’s operations globally.

In short, if the world’s largest Domino’s franchise is feeling the pinch, others might not be far behind.

Low valuation… for a reason?

After such a sharp decline, Domino’s shares are now trading on relatively low valuation multiples compared to historical levels.

At first glance, that might look like a bargain. But not everyone is convinced.

Bell Potter has initiated coverage with a hold rating and an $18 price target. While it acknowledges the cheaper valuation, it argues that the discount is justified given the company’s modest earnings growth outlook.

In other words, the market may not be overly pessimistic. It may simply be pricing in slower growth.

What next for Domino’s shares?

The broader analyst picture is mixed.

According to TradingView data, 10 out of 18 analysts rate the stock as a hold. Five see it as a buy or strong buy, while three recommend selling.

That split reflects the uncertainty surrounding the business. The average price target sits at $20.07, implying potential upside of around 27% from current levels. The most bullish forecasts suggest gains of nearly 80%, while the most cautious point to a further 18% downside, with a $13 target.

That’s a wide range and a sign that visibility is still limited.

Foolish Takeaway

Domino’s shares have been under heavy pressure, and the latest US update hasn’t helped sentiment.

While the stock now looks cheaper, the key question is whether earnings can stabilise and return to growth.

For now, analysts aren’t fully convinced. And until there’s clearer evidence of a turnaround, Domino’s may remain stuck between bargain territory and a potential value trap.

The post Down 38%: Are Domino’s shares ready to recover? appeared first on The Motley Fool Australia.

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

The Codan Ltd (ASX: CDA) share price is in focus today after the company announced it expects FY26 EBIT to hit $235 million and NPAT to reach $170 million, both up more than 60% from last year.

What did Codan report?

• FY26 EBIT expected to be approximately $235 million
• Net profit after tax (NPAT) anticipated at around $170 million, up over 60% year-on-year
• Communications business revenue growth to finish at the top end of the 15–20% targeted range
• Communications segment profit margin expected to reach 30% in FY26, ahead of schedule
• Minelab revenue in 2H FY26 tracking ahead of a strong first half

What else do investors need to know?

Codan’s Communications business has been the standout, thanks to sustained demand from defence customers and growth in software-defined radios (SDRs). The Command-and-Control (Zetron) division is on track to deliver steady revenue across both halves of the year.

Minelab, Codan’s gold detection arm, has performed strongly, benefitting from a high gold price and new product success. The company has confirmed its second-half results should exceed those delivered in the first half.

What’s next for Codan?

Investors can expect Codan to release its full-year FY26 results on 20 August 2026. Management is also working toward maintaining strong momentum, with a particular focus on sustaining margins and capitalising on technology-driven solutions across its business.

The group plans to keep building on its communications and gold detection strengths to support ongoing profit growth in FY27 and beyond.

Codan share price snapshot

Over the past 12 months, Codan shares have risen 133%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

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The post Codan FY26 earnings surge more than 60% on strong communications segment appeared first on The Motley Fool Australia.

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