Category: Stock Market

The Paladin Energy Ltd (ASX: PDN) share price is in focus today after the company reported US$209.1 million in revenue for the nine months to 31 March 2026 and posted a US$1.7 million profit attributable to shareholders, marking a significant turnaround from the prior period’s loss.

What did Paladin Energy report?

• Revenue: US$209.1 million for the nine months to 31 March 2026 (up from US$138.2 million year-on-year)
• Gross profit: US$34.4 million (vs. US$21.7 million loss in pcp)
• Net profit after tax (NPAT): US$1.7 million attributable to shareholders (up from a loss of US$30.1 million in pcp)
• Operating cash flow: Outflow of US$36.4 million (compared to an inflow of US$14.0 million in pcp)
• Unrestricted cash and short-term investments: US$219.5 million at period end
• Basic earnings per share: 0.4 US cents (vs. loss of 8.9 US cents in pcp)

What else do investors need to know?

Paladin strengthened its balance sheet during the period, completing a A$400 million equity raise and a share purchase plan to support the Patterson Lake South (PLS) project and the ramp-up of the Langer Heinrich Mine in Namibia. The company also restructured its syndicated debt facility, reducing debt capacity from US$150 million to US$110 million and securing a US$70 million undrawn revolving credit facility, providing added financial flexibility.

There was an impairment of US$3.3 million on exploration assets following the relinquishment of certain Canadian tenements as the group continues to streamline its project portfolio. The current unrestricted cash position of US$219.5 million and undrawn debt facility highlight Paladin’s ongoing focus on financial resilience and project development.

What’s next for Paladin Energy?

Looking ahead, Paladin’s focus is on progressing the PLS project in Canada towards a final investment decision while ramping up uranium production at Langer Heinrich. The company expects to leverage a strong contract book, flexible pricing, and robust cash reserves to support its growth strategy.

Ongoing management of exploration tenements and disciplined capital allocation will remain key themes. The company continues to monitor legal proceedings related to a shareholder class action but notes no significant post-balance date events.

Paladin Energy share price snapshot

Over the past 12 months, Paladin Energy shares have risen 99%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

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The post Paladin Energy posts profit as revenue rebounds in FY26 earnings appeared first on The Motley Fool Australia.

More reading

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• Commonwealth Bank of Australia posts Q3 2026 capital update
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• 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.

Inghams Group (ASX: ING) shares are in focus after starting the week strong.

Inghams is a leading vertically integrated poultry producer (from stock feed to end products) with a market leading position in Australia and the number two participant in New Zealand.

It supplies poultry products, notably to major Australian supermarkets Woolworths and Coles, and quick-service restaurants including McDonalds and KFC.

Share price snapshot

Inghams shares were in a free fall up until last week. 

From the start of January until close of trade last Friday, the poultry producer’s shares had fallen 32%. 

However on Monday, Inghams shares jumped almost 7%, followed by a further 8% rise yesterday. 

Investors reacted positively to an update from the company that included: 

• Reaffirmed FY26 guidance for Underlying EBITDA (pre AASB 16) of $180 million to $200 million
• For the first nine months of FY26, group core poultry volumes rose 1.1% versus prior comparable period (PCP)
• Group core poultry net selling prices increased 1.1% versus PCP
• Annualised cost savings initiatives expected to deliver $60–80 million
• Revised capital expenditure guidance of approximately $80 million for FY26. 

Chief Executive Officer and Managing Director said Ed Alexander said:

We are seeing improved operational performance and positive momentum from initiatives already delivered, while reaffirming our FY26 guidance in a challenging environment.

What is Bell Potter’s view?

Following this impressive 15% rise, investors may be wondering if the tide has officially turned after a rough few months. 

The team at Bell Potter have subsequently raised their EBITDAL (Earnings Before Interest, Taxes, Depreciation, and Amortisation and Leases) forecasts by +4% in FY26e, +6% in FY27e and +9% in FY28e. 

Upgrades are reflective of higher baseline EBITDAL in the Australian business through 3Q26e and incorporation of targeted initiatives in FY27-28e. Our target price is now $2.10ps (prev. $2.00ps).

Modest upside for Inghams shares

Based on this updated price target of $2.10, this indicates an upside potential of just over 7% from current levels. 

The underlying 3Q26 exit rate in Australia looked strong, and for the most part this mitigates the estimated 4Q26 impact of rising fuel costs. Looking into FY27e, cost out initiatives are likely to blunt some of the impact of inflationary costs pressures in area such as labour, fuel, packing and feed, with the key area of risk being any material rotation in channel to market or supply growth.

The post Are Inghams shares a buy, hold or sell after jumping 15% this week? appeared first on The Motley Fool Australia.

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• Why BHP, GQG, Inghams, and Symal shares are pushing higher today
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• Inghams Group boosts FY26 guidance as poultry volumes and prices rise
• CSL and Wesfarmers among scores of ASX shares hitting fresh 52-week lows

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.

Shares in Woodside Energy Group (ASX: WDS) have pulled back 7% over the past month, but the bigger picture still looks impressive for shareholders.

The ASX energy giant remains up around 30% year to date and has surged roughly 48% over the past 12 months.

Much of that rally has been driven by volatile oil markets. Brent crude prices have swung sharply with every new Middle East strike, peace negotiation headline or ceasefire rejection.

But after such a strong run, one expert believes investors may want to consider locking in some profits.

Oil and gas prices drive the rally

Woodside is one of Australia’s largest oil and gas producers, with operations spanning liquefied natural gas (LNG), oil and offshore energy projects.

The company generates revenue by producing and selling energy products into global markets, making earnings heavily tied to commodity prices.

That dynamic has worked strongly in Woodside’s favour recently. Higher oil and gas prices have boosted realised selling prices and strengthened cash generation, helping drive the Woodside share price rally over the past year.

Woodside’s first-quarter FY26 update highlighted that trend clearly. The company reported a 7% quarter-on-quarter increase in operating revenue to US$3.26 billion despite production falling 8% to 45.2 million barrels of oil equivalent due partly to heavy rainfall disruptions.

Importantly, Woodside’s average realised price rose 11% to US$63 per barrel equivalent during the quarter, helping offset weaker production volumes.

Risks remain elevated

However, investing in energy stocks like Woodside shares always comes with significant risks.

Commodity prices remain highly volatile and are heavily influenced by geopolitical tensions, global economic growth and supply disruptions.

If oil prices retreat sharply, Woodside’s earnings and dividends could quickly come under pressure.

The company also faces operational risks tied to weather events, project execution and rising costs.

Longer term, the global energy transition toward renewables also creates uncertainty around fossil fuel demand growth.

Analysts remain divided

Broker sentiment towards Woodside shares remains mixed.

According to TradingView data, seven of 14 analysts currently rate the stock as a hold. Five analysts have buy ratings, while two recommend selling.

The average 12-month price target currently sits around $33 per share, implying roughly 7% upside from current levels. The most bearish analyst forecast suggests downside of around 21%, while the most bullish implies potential upside of roughly 41%.

Why one expert says sell

Over at Sanlam Private Wealth, Remo Greco, has named Woodside shares as a sell.

The investment firm believes investors may want to take advantage of elevated crude oil prices and recent share price strength to cash in some gains.

Commenting on Woodside shares Greco said (courtesy of The Bull):

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

The post Here’s why this expert is calling time on Woodside 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 global security landscape has shifted dramatically in recent years. 

Countries around the world are increasing their spending commitments, led by Europe and the United States, which are investing more and more into their defence budgets.

Australia has a vibrant defence industry that will benefit from this structural tailwind. 

The question for investors is which stocks can best capture this opportunity?

DroneShield Ltd (ASX: DRO)

DroneShield has become one of the most closely watched and exciting defence technology stocks on the ASX, and for good reason.

The company develops artificial intelligence-enabled counter-drone systems used by military forces, governments, and critical infrastructure operators around the world. 

In FY 2025, DroneShield posted revenue of $216.5 million, up 276% year on year, and a $3.5 million profit.

The company also reported a $2.3 billion sales pipeline and confirmed that $104 million in revenue for 2026 had already been secured. 

It is still early days in the DroneShield story, and with a premium valuation, many risks still exist for the investment thesis. 

But the focus on counterdrone technology is definitely a strong tailwind that will provide many future growth opportunities. 

A recent pullback in the share price due to an ongoing ASIC investigation may provide investors with an attractive entry point. 

The one question investors should be asking is to what point this future growth has already been priced in?

Electro Optic Systems Holdings Ltd (ASX: EOS)

Electro Optic Systems develops and manufactures advanced electro-optic technologies for defence and space markets, including remote weapon systems, high energy laser weapons, and counter-drone solutions. 

Clearly in a massive growth phase, the company signed $424 million worth of contracts during FY 2025, compared to just $70 million in FY 2024. 

Key wins included a $125 million high energy laser weapon export contract, the world’s first of its kind, a $108 million LAND 400-3 remote weapon systems contract, and multiple Slinger counter-drone system orders. 

The company ended FY 2025 with $106.9 million in cash after repaying all borrowings, giving it a clean balance sheet heading into a busy delivery year. 

Bell Potter seems to agree on the positive direction of the company: 

We retain our Buy rating and [increase] our TP to $10.40 on lower CY27e earnings. EOS is positioned as a market leader in C-UAS solutions, particularly in directed energy, and is leveraged to increasing budget allocations to C-UAS technologies. Through both its kinetic and directed energy solutions, EOS has a long runway for growth.

Austal Ltd (ASX: ASB)

Austal is a more established name in the defence space and offers a compelling investment proposition.

The company is Australia’s largest defence shipbuilder, designing and constructing advanced naval and patrol vessels for governments and defence forces around the world, operating yards in Australia, the United States, Vietnam, and the Philippines. 

Austal has had great momentum as of late, winning many key contracts. 

As of February 2026, Austal carried a record order book of $17.7 billion in contracted work, up from $13.1 billion just eight months earlier. 

Recent highlights include a $1.029 billion contract to build 18 Landing Craft Medium vessels for the Australian Army, and a separate approximately $4 billion contract to build eight Landing Craft Heavy vessels under the Commonwealth’s Strategic Shipbuilding Agreement. 

Austal’s contracts are often long term, providing a very sticky revenue base for the company. 

Austal has over a decade of work now locked in, offering investors a level of revenue visibility that is rare among ASX-listed companies of its size.

Foolish Takeaway

The structural shift in global security spending looks set to persist for years.

DroneShield and EOS offer higher-risk, higher-upside exposure to this trend.

Austal, on the other hand, with a record order book and long-term government contracts already on hand,  provides investors a more grounded and established investment opportunity.

The post 3 ASX stocks positioned to benefit from rising global defence budgets appeared first on The Motley Fool Australia.

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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 DroneShield and Electro Optic Systems. 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 Temple & Webster Group Ltd (ASX: TPW) share price is in focus after the company reported record April EBITDA of approximately $2.5 million and projected FY26 revenue growth of up to 12%.

What did Temple & Webster report?

• EBITDA for April 2026 was around $2.5 million, the most profitable April in company history
• FY26 revenue is forecast at $665–675 million (up 11–12% versus prior year)
• FY26 EBITDA guidance of $20–22 million (up 6–17%)
• FY27 EBITDA expected to double to roughly $40 million even in a flat growth environment
• Ongoing margin optimisation program successfully implemented

What else do investors need to know?

Temple & Webster has responded to record-low consumer confidence by rebalancing between profit and growth. The company introduced new promotional strategies, repriced its entire catalogue, and slowed the increase in fixed costs to improve profitability.

Management highlighted that these efficiency measures have delivered better monthly profits and established a clear path to increased earnings. The business also has a strong balance sheet and substantial headroom to continue its on-market share buy-back.

What did Temple & Webster management say?

Temple & Webster CEO Mark Coulter said:

We remain firmly focused on growing our market share and reaching $1 billion in revenue by FY28, and becoming a larger, more profitable business. However right now, given the uncertainty in the Australian economy, we have prudently chosen to rebalance between profit and growth in our core business.

What’s next for Temple & Webster?

Looking ahead, Temple & Webster expects profitability to improve further in FY27, with EBITDA potentially doubling, supported by current margin run-rates. The company aims to invest in its platform and expand its private label and exclusive products, while also taking advantage of opportunities in home improvement, B2B, and international markets.

Temple & Webster’s strong financial position should enable continued investment in organic growth, selective acquisitions, and capital management initiatives as the company pursues its $1 billion revenue target by FY28.

Temple & Webster share price snapshot

Over the past 12 months, Temple & Webster shares have declined 72%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post Temple & Webster posts record April profit and FY26 upgrade appeared first on The Motley Fool Australia.

More reading

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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 positions in and has recommended Temple & Webster Group. 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. 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 Commonwealth Bank of Australia (ASX: CBA) share price is in focus today as the bank released its Basel III Pillar 3 Capital Adequacy and Risk Disclosures for the quarter ended 31 March 2026. Key highlights include a Common Equity Tier 1 (CET1) ratio of 11.6% and a total capital ratio of 20.0%.

What did Commonwealth Bank of Australia report?

• Common Equity Tier 1 (CET1) capital ratio was 11.6%, up 7 basis points from the prior quarter.
• Total capital ratio stood at 20.0%, down slightly from 20.6% at 31 December 2025.
• Total risk weighted assets (RWA) increased 2.4% to $517.5 billion.
• Liquidity Coverage Ratio (LCR) averaged 133% for the quarter.
• Leverage ratio measured at 4.4%, remaining well above the required 3.5% minimum.

What else do investors need to know?

The growth in RWAs during the quarter was largely driven by higher interest rate risk in the banking book, as well as ongoing lending growth. Credit risk RWA rose 1.3% to $414.6 billion, notably across commercial lending and mortgages in both Australia and New Zealand.

The Group undertook several capital initiatives, including the completion of an on-market share purchase to satisfy its Dividend Reinvestment Plan and the issuance of $1.85 billion in new subordinated notes to strengthen Tier 2 capital. Liquidity and funding ratios remained strong, with the Net Stable Funding Ratio (NSFR) at 116%.

What’s next for Commonwealth Bank of Australia?

CBA noted it will remain focused on prudent management of capital, funding, and liquidity as it navigates evolving economic conditions. The bank aims to provide stability and support to customers while meeting all APRA regulatory requirements. Ongoing efforts to strengthen earnings and maintain a resilient balance sheet are expected to continue.

Commonwealth Bank of Australia share price snapshot

Over the past 12 months, CBA shares have risen 3%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

View Original Announcement

The post Commonwealth Bank of Australia posts Q3 2026 capital update appeared first on The Motley Fool Australia.

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• 5 things to watch on the ASX 200 on Wednesday

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 Aristocrat Leisure Ltd (ASX: ALL) share price is in focus after the company reported its half-year FY26 result, including a 16% surge in NPATA and 19% growth in EPSA.

What did Aristocrat Leisure report?

• Total segment revenue of $3.03 billion, up 6.4% in constant currency
• NPATA rose 16% to $794 million
• EBITDA grew to $1.32 billion, up 13.1%
• EPSA (fully diluted) increased 19% to 129.0 cents
• Interim unfranked dividend of 50 cents per share (up 13.6%)
• Roughly $1 billion returned to shareholders through dividends and buy-backs

What else do investors need to know?

Aristocrat saw standout growth in its core Gaming and Social Casino (Product Madness) segments, with both market share and recurring revenue on the rise. The Gaming business grew installed machine share to 43% in North America and nearly doubled ANZ unit sales, contributing to record profitability.

The Interactive segment delivered strong iLottery and content revenue, further diversifying growth avenues. The group remains focused on disciplined capital management while investing in design, development, and expanding AI capability across its businesses.

What’s next for Aristocrat Leisure?

Looking ahead, management expects FY26 NPATA growth, supported by continued momentum in Gaming and Interactive, and accelerating content expansion. Aristocrat is targeting 4,000–5,000 net new gaming units this year and remains on track towards its US$1 billion FY29 Interactive revenue target.

Further investment in design, development, and AI is planned to drive efficiencies and sustain Aristocrat’s position as a market leader, alongside an ongoing focus on shareholder returns.

Aristocrat Leisure share price snapshot

Over the past 12 months, Aristocrat Leisure’ shares have declined 33%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post Aristocrat Leisure posts double-digit profit and dividend growth in HY26 appeared first on The Motley Fool Australia.

More reading

• Paladin Energy posts profit as revenue rebounds in FY26 earnings
• Temple & Webster posts record April profit and FY26 upgrade
• Commonwealth Bank of Australia posts Q3 2026 capital update
• 5 things to watch on the ASX 200 on Wednesday
• 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 exchange-traded fund (ETF) Betashares Nasdaq 100 ETF (ASX: NDQ) has delivered great returns over the long-term. But, investors may be questioning whether it’s actually worth investing in at this level.

One of the best pieces of investment advice that helps investors outperform the market, in the long-term, is “be fearful when others are greedy and greedy when others are fearful”.

As the above chart shows, the NDQ ETF reached an all-time high this week. It certainly doesn’t seem as though investors are fearful about the companies within the NDQ ETF portfolio right now.

Yes, I’d much rather invest when the unit price was below $50 – significantly below where it is today – but we don’t know if or when the unit price will get back to that level.

The question is – is it worth investing in today at this high valuation? I think investors should remember one key factor.

Great businesses continue growing earnings

The NDQ ETF is invested in 100 of the largest non-financial businesses in the US.

The biggest positions in the portfolio include Nvidia, Alphabet, Apple, Microsoft, Amazon¸ Tesla and Micron Technology.

These businesses have collectively soared over the last few years, largely because they have grown their earnings as a group. The NDQ ETF has justified capital growth because the underlying companies are driving impressive financial progress.

As the chart below shows, the fund’s unit price has increased by more than 100% in the past five years.

These businesses are regularly releasing new products and services, as well as implementing price rises on some products. New phones, devices, accessories, subscriptions – earnings have been driven by product developments and market share gains.

AI is one of the latest and biggest things the US tech giants are focused on. It’s not quite clear how they’re going to monetise AI to make a reasonable return on all of the expenditure on AI-related efforts.

If a company continues growing profit, it’s very likely to send the share price higher. The business can grow into a valuation.

Final thoughts on the NDQ ETF

So, while it’s true it’s not cheap at an all-time high, it’s also true that it has hit an all-time high numerous times over the last five years, as the chart below shows.

It has reached plenty of highs before and kept growing thanks to the quality of the businesses involved.

I think the same can continue over the long-term, so I’d be happy to invest in the NDQ ETF today, though I’d start with a small position following its 20% rise since the end of March, at the time of writing.

The post Why invest in Betashares Nasdaq 100 ETF (NDQ) at an all-time high? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, BetaShares Nasdaq 100 ETF, Micron Technology, Microsoft, Nvidia, and Tesla. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Fortunately for income investors, the Australian share market is home to a large number of ASX dividend shares.

To narrow things down, let’s look at three high-yield options that brokers are tipping as buys this week. They are as follows:

Cedar Woods Properties Limited (ASX: CWP)

Bell Potter has named Cedar Woods as an ASX dividend share to buy.

Cedar Woods is one of Australia’s leading property companies. It owns a high-quality portfolio that is diversified by geography, price point, and product type. This leaves it well-positioned to benefit from Australia’s chronic housing shortage.

Bell Potter is positive on the company’s outlook. It is expecting Cedar Woods to be in a position to pay fully franked dividends per share of 38 cents in FY 2026 and then 41 cents in FY 2027. Based on its current share price of $7.20, this equates to 5.3% and 5.7% dividend yields, respectively.

The broker has a buy rating and $9.65 price target on its shares.

IPH Ltd (ASX: IPH)

Another ASX dividend share that is being tipped as a buy is IPH.

It is an intellectual property services company, providing patent and trademark services across multiple jurisdictions through a large number of brands.

IPH has a long history of paying attractive dividends to its shareholders thanks to its strong cash flow generation.

The team at Morgans is bullish and is expecting the company to pay fully franked dividends of 38 cents per share in FY 2026 and then 39 cents per share in FY 2027. Based on its current share price of $3.58, this equates to dividend yields of 10.6% and 10.9%, respectively.

Morgans has a buy rating and $5.39 price target on the company’s shares.

Premier Investments Ltd (ASX: PMV)

A third ASX dividend share that could be a buy according to analysts is Premier Investments.

It owns the popular Smiggle and Peter Alexander brands and holds a significant investment portfolio.

While trading conditions have been tough, Macquarie believes Premier Investments is positioned to continue paying attractive dividends to shareholders. This is largely due to the strength of the Peter Alexander brand.

Macquarie is expecting fully franked dividends of 95.2 cents per share in FY 2026 and then 97.4 cents per share in FY 2027. Based on its current share price of $12.01, this would mean generous dividend yields of 7.9% and 8.1%, respectively.

Macquarie has an outperform rating and $16.90 price target on its shares.

The post 3 ASX dividend shares to buy for 5% to 10% yields appeared first on The Motley Fool Australia.

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

Light & Wonder Inc (ASX: LNW) is one of Australia’s largest consumer discretionary shares.

It is a leading global cross platform games company that operates three cohesive segments in the gaming sector.

It has been in focus this week after the company released quarterly results.

The company’s net income came in at US$52 million, down 37% on the first quarter the previous year.

Net income fell 37% to US$52 million, while diluted net income per share declined 30% to US$0.66.

Management attributed the decline largely to approximately US$50 million in legal reserve contingencies associated with legacy legal matters.

Light and Wonder shares have experienced some volatility since reporting, and ultimately are down 29% from the start of the year. 

Here is the latest guidance from Morgans following last week’s results. 

Softer than expected

Morgans said Light & Wonder delivered a softer than expected 1Q26 result missing Morgans and consensus on revenue and AEBITDA in what is seasonally the group’s weakest quarter. 

The North American Gaming operations installed base was the standout negative surprise – ex-Grover net installs of -420 units, driven by the earlier than anticipated Resorts World New York VLT to Class III conversion – compounded by weak international machine sales and ongoing SciPlay softness. Grover delivered a strong 660 sequential net adds on Indiana market entry, and AEBITDA margins expanded across every segment.

Buy rating retained 

Based on this guidance, Morgans has retained its buy recommendation, but lowered its 12-month target price to $168 (previously A$183) on Light and Wonder shares.

The market’s 8% sell-off reflects legitimate frustration, though at ~10x forward PER and an FY26-28F EPSA CAGR of 17%, we view the dislocation as an opportunity.

From yesterday’s closing price of $110.30, this indicates an upside potential of 52%. 

Other brokers weigh in

Light & Wonder shares are drawing attention from other brokers too. 

It seems sentiment around the market suggests Light & Wonder shares could now be significantly undervalued.

Following its results, both UBS and Macquarie updated their guidance on the gaming stock. 

Macquarie’s price target on the stock is $200, while UBS has a price target of $210 on Light & Wonder shares.

The broker said they were confident the company could deliver 5% to 9% EBITDA growth this year.

Elsewhere, Bell Potter have retained their buy rating on this gaming technology company’s shares with a reduced price target of $190.00. 

These estimates between $190 and $210 indicate upside potential of between 72% and 90%. 

The post Why do brokers believe Light & Wonder shares could rise between 72% and 90%? 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 positions in and has recommended Light & Wonder Inc and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Light & Wonder Inc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.