Category: Stock Market

While interest rates could be heading higher in 2026, the yields on offer with term deposits are unlikely to overtake what can be found on the Australian share market.

For example, the two ASX dividend stocks named below have been rated as buys and are expected to offer attractive dividend yields in the near term.

In addition, unlike term deposits, these stocks are expected to offer mouth-watering capital gains according to analysts, creating a compelling risk/reward.

Here’s what you need to know about them:

HomeCo Daily Needs REIT (ASX: HDN)

UBS thinks that HomeCo Daily Needs REIT could be an ASX dividend stock to buy.

It is a real estate investment trust (REIT) that focuses on convenience-based retail centres such as supermarkets, pharmacies, and medical clinics. These are assets that tend to have stable tenants and long leases.

The broker believes the company is positioned to pay dividends per share of 9 cents in both FY 2026 and FY 2027. Based on its current share price of $1.27, this would mean dividend yields of 7% for both years.

In addition, UBS sees significant upside on offer with HomeCo Daily Needs REIT’s shares. It has put a buy rating and $1.55 price target on them, which suggests that they could rise 22% over the next 12 months.

IPH Ltd (ASX: IPH)

Another ASX dividend stock that could be a buy according to analysts is IPH.

It is an international intellectual property services group working throughout 26 IP jurisdictions, with clients in more than 25 countries.

IPH has a diverse client base of Fortune Global 500 companies and other multinationals, public sector research organisations, SMEs, and professional services firms.

The team at Morgans remains positive on the company and believes it is well-placed to continue rewarding shareholders with big dividends.

The broker is forecasting 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 $3.59, this would mean generous dividend yields of 10.6% and 10.9%, respectively.

And like the HomeCo Daily Needs REIT, there is major upside being tipped for this ASX dividend stock.

In response to its half-year results last month, Morgans reaffirmed its buy rating with a trimmed price target of $5.39. This implies potential upside of 50% for investors between now and this time next year.

The post Forget term deposits and buy these ASX dividend stocks appeared first on The Motley Fool Australia.

More reading

• These are the 10 most shorted ASX shares
• 3 top ASX dividend shares to buy in March
• 3 strong ASX dividend stocks for retirees to buy
• Morgans says these buy-rated ASX dividend stocks offer yields up to 10%
• These are the 10 most shorted ASX shares

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

While earnings season always brings volatility, the S&P/ASX 200 Index (ASX: XJO) is actually 1.6% higher than a month ago. 

This means there are plenty of ASX 200 shares that came out the other side well ahead of expectations. 

Three such companies that are enjoying a bull run are:

• Woolworths Group Ltd (ASX: WOW)
• Northern Star Resources Ltd (ASX: NST)
• Woodside Energy Group Ltd (ASX: WDS)

These ASX 200 giants now sit close to 52-week highs. 

Holders of these stocks might be considering taking profits, while prospective buyers might be concerned they missed their opportunity. 

Here is what experts are saying about these ASX 200 stocks in March. 

Woolworths continues massive recovery

Late last year, Woolworths shares were trading below $26 per share. 

Yesterday, the supermarket giant closed at $36.90. 

That’s good for a recovery of 42% in less than 6 months. 

Woolworths shares got a massive boost last month after the company released its half-year financial report.

The ASX 200 company has seen its share price rise 17% since that release. 

Recent guidance from brokers indicates Woolworths shares are now trading close to fair value. 

A note from Bell Potter following earnings results included an updated price target of $38.25. 

That’s roughly 3.6% higher than yesterday’s closing price, although the recently upgraded dividend may entice some investors. 

Gold still the standard

Northern Star Resources shares have continued to ride the wave of investor confidence in gold.

Gold shares have continued to climb as a safe-haven asset amid global geopolitical uncertainty. 

The materials sector in general was an earnings season winner. 

Northern Star Resources shares are now up 75% in the last 12 months, even with a small dip yesterday. 

The ASX 200 stock closed trading yesterday at $30.71. 

A recent share price target from Bell Potter indicates the share price could reach $35 in the next year, which would be a further 13% climb. 

Woodside hits multi-year highs

Woodside Energy shares closed yesterday at $30.48, which is yet another fresh multi-year high.

Sentiment amongst some experts indicates this could continue as oil prices have spiked to a 4-year high amidst escalating conflict between the United States, Israel, and Iran.

However, target prices from brokers vary significantly.

RBC recently retained its buy rating on Woodside shares with a 12-month price target of $31.50.

Citi has a hold stance with a target of $28, and Ord Minnett has a sell rating on Woodside shares with a price target of $24.

The post Can these red hot ASX 200 stocks keep rising? appeared first on The Motley Fool Australia.

More reading

• Want to receive the BHP, Rio Tinto, and Woodside dividends? Here’s what you need to do
• 5 things to watch on the ASX 200 on Wednesday
• Here’s why the Woodside share price surged 12% in February
• 3 ASX 200 energy shares just given new 12-month price targets post-results
• Here’s how Woolworths shares smashed Coles shares in February

Citigroup is an advertising partner of Motley Fool Money. 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 positions in and has recommended Woolworths Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Qantas Airways Ltd (ASX: QAN) share price has gone through a hefty bit of turbulence, as the below chart shows. The airline has suffered a decline of 24% from its peak in August 2025.

The business has faced headwinds from a higher oil/fuel price amid the events happening in the Middle East.

But, I’m not afraid to invest when there is uncertainty.

I think it’s important to take into account how the business performed in the recent result and keep in mind it’s not certain the oil price will be impacted for the longer-term. If there is to be a negative hit to Qantas earnings, the share price may already reflect that.

So, I’m going to focus on the operational performance of Qantas and analyst views on the financials when the Qantas share price was trading at $9.67 (it’s lower now – $9.24 at the time of writing).

Solid numbers by the ASX travel share

In a note, UBS highlighted underlying profit before tax (PBT) was up 5% year-over-year and was 1% higher than UBS was expecting. While revenue was slightly lower than expected (but still up 6% year-over-year), this was more than offset by lower operating expenditure, depreciation and amortisation (D&A) and interest expenses.

Qantas’ operating profit (EBIT) was below expectations, Qantas’ international was roughly in line with expectations, and Jetstar and corporate costs were better than expected.

Pleasingly, the base dividend was lifted by 20% to $300 million (or 19.8 cents per share, fully franked), which was 12% higher than UBS was forecasting. Additionally, Qantas’ board decided to announce a $150 million share buyback, though this is a ‘non-recurring’ part of capital returns.

Why the Qantas share price is attractive

UBS said that the market response after that FY26 half-year result, being a 9% decline, was an overreaction. It thought the drop happened because:

(1) incoming expectations of favourable earnings revisions which did not eventuate, mostly due to recent oil price moves; (2) undue attention placed on ‘normal’ earnings seasonality that would have implied consensus downgrades; (3) concerns about the performance of Qantas International, particularly ahead of Sunrise adding material new capacity from next year. However, we are less concerned, with our EPS forecasts and valuation hardly changed.

UBS’ projection of Qantas’ profit suggests the business could make $1.75 billion of net profit in FY26 and $1.9 billion in FY27. That implies the business is currently valued at 8x FY26’s estimated earnings.

The broker has a price target of $11.60 on the airline at the time of writing, suggesting an appealing double-digit return over the next year. If the fuel price does stay higher for longer, the airline can pass on those costs onto customers.

The post The Qantas share price is down 24% since its peak, is it a buy? appeared first on The Motley Fool Australia.

More reading

• Qantas shares sink 13% in a week: What happened, and how long will it last?
• Why Brainchip, Fortescue, Qantas, and Westpac shares are dropping today
• 2 great ASX 200 blue-chip shares I’d buy right now
• Brokers name 3 ASX shares to buy today
• Should I buy Qantas shares after their 9% decline?

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 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 Endeavour Group Ltd (ASX: EDV) share price is in focus today after the company reported half-year sales of $6.7 billion, up 0.9% on last year, while underlying NPAT fell 6.7% to $278 million. The board declared an interim dividend of 10.8 cents per share.

What did Endeavour Group report?

• Group sales: $6.7 billion, up 0.9% vs H1 F25
• Underlying EBIT: $563 million, down 5.4% vs H1 F25
• Underlying NPAT: $278 million, down 6.7% vs H1 F25
• Statutory NPAT: $247 million, down 17.1% vs H1 F25
• Cash realisation: 165%
• Interim dividend: 10.8 cents per share, fully franked

What else do investors need to know?

Retail sales momentum improved late in the half, especially with Dan Murphy’s and BWS posting four straight months of growth and a record December sales month. Online sales for the two banners jumped by 35% to $608 million, now making up more than 11% of total sales.

Hotels continued to perform strongly, with sales up 4.4% and a record December as well. The company’s hotel renewal program is progressing, with 21 venue upgrades and over 800 new gaming machines installed.

Strategically, Endeavour confirmed it will keep its combined Retail and Hotels portfolio, seeing the mix as the best way to drive value for shareholders. The group also finalised a new warehousing contract in Victoria with DHL, preparing for future supply chain needs.

What did Endeavour Group management say?

Managing Director and CEO Jayne Hrdlicka said:

We are pleased to report that the Group has delivered a first half earnings result that demonstrates the strength in our customer franchise as we restart top line growth in Retail. In a challenging market, our increased focus on value and price leadership has been embraced by our customers and is delivering both sales growth and market share gains. Our Hotels business continues to improve its performance, supported by positive trends in food and bar transactions and growth in gaming revenue driven by targeted investment in refurbishments and new EGMs.

What’s next for Endeavour Group?

Looking ahead, Endeavour notes sales growth for the first seven weeks of the new half – up 1.3% for Retail and 4.5% for Hotels. The Retail arm expects to add three Dan Murphy’s stores and close three BWS stores, while Hotels plans at least 14 venue renewals and another 800-plus new EGMs.

The company says consumer demand remains uncertain amid inflation and interest rate pressure, but believes its scale and value brands leave it well placed to compete. Further strategic details will be shared at its Investor Day in May.

Endeavour Group share price snapshot

Over the past 12 months, Endeavour shares have declined 7%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 11% over the same period.

View Original Announcement

The post Endeavour Group earnings: NPAT drops as sales rise; interim dividend declared appeared first on The Motley Fool Australia.

More reading

• Experts rate these 2 ASX growth shares as buys this month!
• $10,000 invested in DroneShield shares 12 months ago is now worth…
• 3 ASX 200 shares tipped to climb 130% (or more) in the next 12 months
• 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.

In recent years, many ASX investors have started looking beyond traditional sectors like banks, miners and real estate to gain exposure to long-term global structural trends. 

One theme that has attracted increasing attention is global defence and aerospace. 

For investors looking into that sector, there are now several ASX-listed defence ETFs.

Why global defence on the radar

Geopolitical tensions, strategic competition between major powers, and global conflicts have led to sustained increases in defence budgets across the US, Europe and parts of Asia. 

Countries are committing to multi-year procurement programs covering aircraft, missile systems, naval fleets, cybersecurity and space capabilities.

For investors, this can translate into long-duration revenue pipelines for major contractors.

This phenomenon is also happening here in Australia.

What constitutes defence?

For the average punter, a defence company might be one that manufactures weapons, military planes, navy ships etc. 

However modern defence is no longer limited to tanks and fighter jets. 

It now includes cybersecurity, artificial intelligence, satellite systems, autonomous vehicles and advanced electronics. 

Some ETFs tilt toward these next-generation technologies, giving exposure to both traditional defence primes and emerging defence-tech players.

It’s also important to point out that defence contractors often operate under government contracts, which can provide relatively stable cash flows compared with cyclical sectors.

What are the best ASX defence ETFs?

For investors looking for exposure to this sector, right now there are three ASX ETFs to consider: 

• Betashares Global Defence ETF – Beta Global Defence ETF (ASX: ARMR)
• Vaneck Global Defence Etf (ASX: DFND)
• Global X Defence Tech ETF (ASX:DTEC). 

All three are global in scope – they invest predominantly in international defence and aerospace companies.

What’s the difference?

The Betashares Global Defence ETF provides exposure to 60 companies which derive more than 50% of their revenues from the development and manufacturing of military and defence equipment, as well as defence technology. 

According to Betashares, it only holds global companies headquartered in NATO member and major NATO ally countries. 

This fund has risen 38% in the last year. 

The VanEck fund targets the largest global companies involved in aerospace & defence, research & consulting, application software and electronic equipment & instruments.

It currently includes 36 holdings and has risen roughly 51.8% in the last year. 

Unlike DFND and ARMR, which focus primarily on traditional global defence contractors, The Global X DTEC fund has a stronger tilt toward defence technology and next-generation systems. 

This includes cybersecurity, AI, advanced electronics and autonomous platforms – rather than just large military hardware manufacturers.

The Global X fund is up approximately 49% in the last year. 

Key considerations 

Defence ASX ETFs are still thematic and concentrated and can be sensitive to political developments and budget cycles.

These funds also typically carry higher fees than broad index ETFs.

All three of these funds come with management fees between 0.50% p.a. and 0.65% p.a. 

Finally, it’s also worth noting the ethical considerations for some investors, who may wish to target returns elsewhere, not related to global conflict and military spending. 

The post What is the best global defence ASX ETF? appeared first on The Motley Fool Australia.

More reading

• 5 fantastic ASX ETFs to buy and hold for 10 years
• 3 top ASX ETFs that avoid the tech wreck
• I think these 2 exotic ASX ETFs are a buy in 2026
• 3 exciting ASX ETFs to buy with $3,000 this month
• Investment themes investors should be watching closely – Expert

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.

Retiring early is not about finding one miracle stock. It is about building a portfolio that can reliably generate enough passive income to cover your living costs.

The goal is simple. Own quality assets that produce steady cash flow and let time and compounding work their magic.

On the ASX, dividend shares can play a powerful role in that strategy. Here is how I would approach it.

Step one: Focus on cash flow

When building an early retirement portfolio, the first priority is reliability. That means looking for businesses with visible earnings, long-term contracts, or structural demand drivers.

Transurban Group (ASX: TCL) is a good example.

It owns major toll roads across Australia and North America. These are essential infrastructure assets that commuters use every day. The company’s long concession agreements and inflation-linked tolling mechanisms provide revenue visibility over many years.

Traffic volumes can fluctuate slightly with economic conditions, but population growth and urban expansion tend to support long-term usage. That steady demand underpins its distributions.

Step two: Add infrastructure income

Energy infrastructure can provide another layer of stability.

APA Group (ASX: APA) owns gas pipelines and energy assets across Australia. These are long-life, contracted assets that generate recurring cash flow.

Because pipelines are critical pieces of infrastructure, APA’s earnings are less exposed to short-term economic swings than many other sectors. Its predictable cash flow profile has supported consistent dividends over time.

For someone aiming to retire early, having exposure to essential infrastructure can help smooth out portfolio volatility.

Step three: Diversify

Retiring early does not mean concentrating risk. Adding exposure to different asset types can improve resilience.

Rural Funds Group (ASX: RFF) provides exposure to agricultural assets such as cattle properties, almond orchards, and vineyards.

Rather than farming directly, it leases its properties to experienced operators under long-term agreements. That creates rental-style income backed by real assets and long-term food demand.

Agriculture can have cyclical elements, but global population growth and food security needs create a structural foundation for the sector.

You might also want to consider diversifying further with banks, miners or supermarket operators. Alternatively, you could focus on an exchange traded fund (ETF) like the Vanguard Australian Shares High Yield ETF (ASX: VHY).

Step four: Compounding

If you are able to invest $500 a month into ASX dividend shares and generate an average 10% per annum return (not guaranteed), your portfolio would grow to be worth approximately $620,000 after 25 years.

At that level, averaging a 5% dividend yield across this portfolio would pull in passive income of $31,000 per annum.

Foolish takeaway

To retire early, you need to build enough capital to generate the income you require.

Getting there usually takes time, consistent investing, and reinvesting dividends along the way.

But the effort will certainly be worth it in the end.

The post How to retire early using ASX dividend shares appeared first on The Motley Fool Australia.

More reading

• 3 of the best ASX dividend shares to buy in March
• How to build a ‘lazy’ passive income portfolio with just 1 ASX ETF
• How to make $25,000 of passive income a year
• ASX 200 at a record high? Here’s where I still see value
• If I had to build an ASX share portfolio from scratch today, here’s how I’d do it

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 Transurban Group. The Motley Fool Australia has positions in and has recommended Apa Group, Rural Funds Group, and Transurban Group. The Motley Fool Australia has recommended Vanguard Australian Shares High Yield ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Tuesday was a rough day of trading for the S&P/ASX 200 Index (ASX: XJO).

Australia’s benchmark index fell 1.34%. 

Despite this, it remains up a healthy 11% across the last 12 months. 

After yesterday’s tough day of trading, three notable names now sitting close to 52-week lows. 

Here’s what experts have been saying about the likelihood of a bounce back. 

Guzman y Gomez Ltd (ASX: GYG)

Investor sentiment on GYG shares has continued to sour in the last 12 months, with its share price falling more than 45%. 

Yesterday, the ASX 200 stock appeared in the most shorted shares list, reinforcing that investors are not optimistic on a bounce back. 

The stock endured heavy sell-offs during February as investors were disappointed with the company’s half-year results.

Major talking points for the company centre around the viability of its US expansion, which some believe faces headwinds. 

On the flip side, there are brokers who seem to believe its share price has now fallen too far. 

Macquarie has a current share price target on the ASX 200 stock of $27.30. 

The broker is more focussed on Australian success in the long-term. 

Meanwhile, UBS has a more modest view, along with a price target of $21. 

From yesterday’s closing price of $18.74, these targets indicate an upside between 12% and 45%. 

Premier Investments Ltd (ASX: PMV)

Premier Investments is an Australian company that owns and operates speciality retail brands, consumer products, and wholesale businesses.

Its share price has tumbled 43% over the last year to sit close to a 12-month low. 

While there’s no guarantee it bounces back, investors may be interested in the ASX 200 stock for its healthy dividend. 

Brokers are expecting a yield of close to 6% in 2026.

Macquarie also believes the stock could recover to $16.20, which is 23% higher than yesterday’s closing price. 

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat Leisure is an Australian gaming technology company licensed in around 340 gaming jurisdictions in more than 100 countries.

Its share price is down 37.27% in the last year and sits close to 52-week lows. 

The last price sensitive news out of the company came at its February AGM, which did little to boost investor confidence. 

The ASX 200 stock has fallen more than 8% since that time. 

For those hoping the company can bounce back, Bell Potter currently sees as much as 50% upside for the stock. 

The broker said it expects leading R&D investment will drive market share gains. 

The post These ASX 200 stocks are trading close to 52 week lows: Is it time to buy low? appeared first on The Motley Fool Australia.

More reading

• Down almost 40% and at a 52-week low, should you buy this ASX 200 tech stock?
• 2 ASX shares highly recommended to buy: Experts
• These are the 10 most shorted ASX shares
• Top brokers name 3 ASX shares to buy next week
• 3 ASX growth shares I’d back to beat the market over the next decade

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 recommended Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX growth shares could be the sector poised to deliver the biggest returns due to the compounding potential of their earnings over the coming years.

We don’t necessarily need to look at the technology sector to deliver big returns – there are some great candidates that could outperform the S&P/ASX 200 Index (ASX: XJO) over the longer-term.

The following businesses have strong growth potential, in the eyes of experts.

Aussie Broadband Ltd (ASX: ABB)

Aussie Broadband is an Australian telco that it’s growing its market share of NBN connections across residential, businesses, government and wholesale.

Broker UBS rates Aussie Broadband as a buy, with a price target of $6.20.

The business generated solid growth in the HY26 result, its on-net broadband connections reached 827,700, up 13.7% year-over-year. Revenue grew 8.4% to $637.8 million, underlying operating profit (EBITDA) increased 13.5% to $74.7 million and underlying net profit (NPATA) grew 24.5% to $31.3 million.

The company highlighted “strong growth outlook for business, enterprise and government with higher value contract wins, strong sales pipeline and enhanced SME [small and medium enterprise] capability with [the] acquisition of Nexgen”.

UBS thinks that Australia Broadband’s earnings per share (EPS) is going to grow at a compound annual growth rate (CAGR) of 33% over the next three years.

The broker said:

The earnings growth is largely underpinned by the structural growth opportunity we see as Australian broadband market share shifts from the incumbents to challenger brands. Challenger market share is currently at 22%, with our analysis pointing to this reaching at least 35% presenting a still to be won A$3.0bn revenue opportunity.

UBS projects that the ASX growth share could make a net profit of $72 million in FY26 and $176 million in FY30, a forecast rise of 140% over that period.

Breville Group Ltd (ASX: BRG)

Breville designs and develops small kitchen appliances, particularly coffee machines, which includes a number of brands including Breville, Sage, Lelit and Baratza. It also has a coffee bean business called Beanz.

Despite the impacts of US tariffs, the company was able to deliver net profit growth of 0.7% in the first half of FY26, along with 10.1% revenue growth. The board of directors decided to increase the interim dividend per share of 5.6% to 19 cents.

Tariffs have been a key issue for the ASX growth share and market to navigate. Broker UBS said that the company has handled it well so far:

US tariffs have been the key concern for BRG. Gross margin (GM) compression in 1H26 (-151bps in Global Product) a function of some China sourced products sold in 1H26 & no price rises in core US range, but this has been well managed:

(1) execution of production shift of 80% of 120v product from China to lower tariff markets (Cambodia, Indonesia, Mexico) at pace handled well;

(2) distribution/retailer mix has been optimised; and

(3) price raises for tail products has had a neutral $ gross profit outcome (assisted by competitor pricing & range decisions).

Looking to FY27E, gross margin upside exists due to the shift for a full 12mths to lower US tariff countries although uncertainty is likely to continue. Longer term, AI adoption at BRG is expected to assist CODB [cost of doing business] management & operating leverage tailwinds.

The Australian stock is rated as a buy by UBS with a price target of $39.

UBS projects the ASX growth share could generate net profit of $139 million in FY26 and $160 million in FY27. That means, at the time of writing, the Breville share price is valued at 29x FY27’s estimated earnings.

The post Experts rate these 2 ASX growth shares as buys this month! appeared first on The Motley Fool Australia.

More reading

• $10,000 invested in DroneShield shares 12 months ago is now worth…
• 3 ASX 200 shares tipped to climb 130% (or more) in the next 12 months
• 5 things to watch on the ASX 200 on Wednesday
• I’d listen to Warren Buffett and buy quality ASX shares at fair prices today
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Tristan Harrison has positions in Breville Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Aussie Broadband. The Motley Fool Australia has recommended Aussie Broadband. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Dicker Data Ltd (ASX: DDR) tumbled on Tuesday as geopolitical tensions rattled the broader market.

The Dicker Data share price closed down 6.98% to $9.19, marking its lowest level since August 2025. The sell-off comes amid a wider risk-off move across the ASX following escalating conflict in the Middle East.

But with the stock now well below its recent highs, the key question is whether this pullback has created value.

Let’s unpack.

A solid FY25 result

The weakness in the Dicker Data share price comes only days after the company released its full-year results last Thursday.

For FY25, Dicker Data reported statutory revenue of $2.57 billion, up 12.5% year-on-year. Gross revenue rose 14.9% to $3.88 billion, while EBITDA increased 5.9% to $159.4 million.

Net profit after tax (NPAT) came in at $85.6 million, up 8.8% on the prior year. Earnings per share (EPS)lifted 8.6% to 47.4 cents.

In Australia, gross revenue climbed 17.2% to $3.28 billion, supported by strength in software and end point solutions. New Zealand revenue was more modest, up 3.6% to $581.2 million, though profit before tax in that segment jumped 37.2%.

The company declared a final dividend of 11.5 cents per share, bringing fully franked dividends for FY25 to 44 cents. Management also confirmed a revised payout range of 80% to 100% of NPAT.

What do the technical indicators show?

Technically, momentum has weakened in recent sessions.

At $9.19, the shares are trading below the lower Bollinger Band on the daily chart, which indicates short-term oversold conditions. The 14-day relative strength index (RSI) is sitting around 33, just above traditional oversold territory of 30.

Immediate support appears near the $9 mark, which previously acted as a base in mid-2025. A clear break below that level could see the share price drift into the high $8 range.

On the upside, resistance may now sit between $10 and $10.30, an area that has capped rallies in recent months.

Overall, momentum remains negative, but the stock is nearing levels where buyers have previously stepped in.

Is this a bargain buy?

Fundamentally, Dicker Data is still leveraged to ongoing growth in data centres, cyber security, and AI infrastructure. Management recently pointed to increasing exposure to AI solutions, including partnerships with Dell Technologies and Equinix.

Gartner expects Australian IT spending to reach $172.3 billion in 2026, up 8.9% year-on-year. If that forecast proves accurate, Dicker Data should be well placed as a major distributor across software, infrastructure, and end point hardware.

That said, the business operates on relatively tight margins and remains exposed to swings in IT spending and inventory cycles.

Even so, at a 7-month low, the share price may look more attractive to those confident in continued IT and AI growth.

The post Dicker Data shares fall to a 7-month low. Is this a bargain buy? appeared first on The Motley Fool Australia.

More reading

• ASX 200 tech shares lead market sectors with a 7% bounce back
• Invest $20,000 in these 4 ASX shares and get $1,000 passive income
• Here’s 3 ASX dividend stars yielding over 5%

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

When you’re looking at ASX stocks under $1, things can get a bit more speculative. But you can also come across those that have real potential for growth. Here are my top picks at the bargain end of the market this week. 

Hipages Group Holdings Ltd (ASX: HPG)

The share price of trade sales lead generator, Hipages, has dropped almost 20% over the last year to $0.84 at market close on Tuesday. Its primary service is connecting customers to tradespeople, a business that can be sensitive to interest rate hikes and weakened consumer spending. This might be driving some of the subdued investor sentiment. Also, it does not have a strong defensive moat with some investors concerned that it may be swamped by AI or generalist marketplaces.

But this is a business with strong underlying fundamentals. Even though revenue growth slowed in the first half of 2026, it has expanded its EBITDA margin, showing good operating leverage and discipline. A strong balance sheet with significant cash holdings further de-risks the investment.

Despite potential consumer spending concerns, Australians spent some $53.8 billion on renovations in FY25, the highest spend since 2022, suggesting the market for trades remains strong. Ongoing trade shortages may also fuel consumer demand for some time to come. The key for Hipages will be ensuring that it can continue to attract quality tradespeople in this climate. 

For me, at current prices, Hipages is a real contender. It’s a quality business with a good balance sheet in a market where demand continues to grow.

OFX Group Ltd (ASX: OFX)

Australian international payments provider, OFX, has seen share price falls of more than 50% over the last year, closing at $0.58 on Tuesday. Investors had high expectations of this business a few years ago and although its results have been relatively solid, it seems investors have been wanting more. Weakening sentiment across the broader tech sector may also be driving the drop.

OFX is a profitable business with low debt and a global customer network, spanning APAC, North America, Europe and the Middle East. In its last full year results, it reported a 5.5% decline in net operating income and its growth has slowed of late, but its scalable business model remains attractive.

In early February 2026, it announced a strategic review, which could include a potential sale, with management reiterating it believes the business to be undervalued at the current share price.

And I tend to agree. Despite some decline in recent results, OFX has been performing in the longer term and has several potential avenues for growth. It’s clearly at a crossroads and the outcome of the strategic review will be interesting, but I think now is the time to move for investors seeking a bargain.

Adore Beauty Group Ltd (ASX: ABY)

Specialty beauty e-commerce and retailer, Adore Beauty has had a tough ride on the share market, dropping some 50% in the last 12 months to $0.42 at market close on Tuesday. However, it continues to deliver positive, if small, revenue growth. That said, net profit has declined sharply (69.9%), which is likely why investor sentiment continues to weaken.

However, at current prices, I think it’s worth considering because its revenue is rising, its brand equity is intact, and there are some positive indicators amongst the challenges:

• It has an established brand that has shown it can ride out challenging market conditions
• It’s underlying EBITDA for HY26 was up 14.5% on the prior corresponding period, meaning it can generate operating leverage
• Customer growth remains solid
• It appears to be demonstrating disciplined inventory management, critical in such a fast-moving category

It’s also worth noting that its profitability decline is likely largely driven by the step up in its omni-channel rollout, with the group opening 10 new stores since July.

This one might be a little more speculative and it’s certainly a turnaround play — it will need to recover its margins. But if you are looking for something with hidden potential at the bargain end of the market, Adore Beauty is one to consider.

The post 3 quality ASX stocks under $1 a share appeared first on The Motley Fool Australia.

More reading

• More than 100% upside predicted for this online marketplace which is using AI to its advantage
• Despite a “strong” financial result, this retailer is being sold down heavily
• From viral hit to margin threat: Is inventory a growing risk for Adore Beauty?
• OFX shares jump as it says it’s officially on the market

Motley Fool contributor Melissa Maddison 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 Hipages Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Adore Beauty Group. The Motley Fool Australia has recommended Adore Beauty Group and Hipages Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.