Category: Stock Market

With 2026 now firmly underway, I’m starting to think about which Australian stocks could deliver strong growth over the remainder of the year and beyond. 

The three stocks in this article stand out to me for their growth potential in 2026. Let’s see why I think they could be strong buys.

Hub24 Ltd (ASX: HUB)

Hub24 continues to do what the very best platform businesses do. That is steadily take market share while growing alongside a structural tailwind. The shift toward professional financial advice and more sophisticated wealth solutions is far from over, and Hub24 keeps proving it is one of the key beneficiaries.

Its most recent market update showed just how strong that momentum remains. Platform net inflows reached a record $5.6 billion in the December quarter, taking half-year net inflows to $10.7 billion. Total funds under administration climbed to $152.3 billion, up 26% year-over-year, with the platform ranking first for quarterly and annual net inflows yet again.

What I like most is that management isn’t taking this growth for granted. It continues to invest in productivity tools, retirement solutions, and new technology such as its planned lifetime retirement solution and the early development of its myhub ecosystem. To me, that combination of scale, innovation, and industry tailwinds gives Hub24 a strong runway in 2026 and beyond.

Megaport Ltd (ASX: MP1)

Megaport has been through its ups and downs, but the longer-term opportunity still looks compelling to me. Demand for flexible, on-demand connectivity between data centres, cloud providers, and enterprise customers continues to grow, even if spending cycles can be lumpy.

A key part of the current investment thesis is the integration of the Latitude acquisition, which expands the Australian stock’s reach into software-defined wide area networking. If executed well, this acquisition strengthens Megaport’s product offering and broadens its addressable market. I see this as a business that could re-accelerate as customer activity normalises and the benefits of past investments begin to show up more clearly in earnings.

Life360 Inc (ASX: 360)

Life360 is the one that really grabs my attention in 2026. Its latest quarterly and full-year update confirmed record user growth and improving monetisation, which is exactly what you want to see at this stage of the company’s journey.

Monthly active users (MAU) reached 95.8 million in the December quarter, thanks to the highest quarterly additions in the company’s history. Paying Circles climbed to 2.8 million, and both revenue and adjusted EBITDA are now expected to exceed prior guidance. Importantly, management is guiding to approximately 20% MAU growth in 2026, which suggests the growth engine is far from slowing down.

What I like here is the combination of scale and optionality. Life360 already has a massive global user base, and as monetisation improves, incremental growth can flow through very efficiently. If execution remains strong, 2026 could be another important step in the company’s evolution.

Foolish takeaway

None of these companies are guaranteed winners, and all come with their own risks. But when I look at Hub24’s relentless platform growth, Megaport’s long-term connectivity opportunity, and Life360’s accelerating user and revenue momentum, I see three businesses that could genuinely surprise on the upside in 2026.

The post These Australian stocks have serious growth potential in 2026 appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
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• Why DroneShield, Life360, Nova Minerals, and Santana shares are falling today
• Down 10% today: Should you buy Life360 shares?
• Down 40% in 3 months: Are Life360 shares still a buy? 

Motley Fool contributor Grace Alvino has positions in Hub24. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24, Life360, and Megaport. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX All Ords Index (ASX: XAO) shares closed 0.86% higher at 9,268.5 points on Tuesday.

Let’s take a look at the ratings on a few ASX All Ords stocks.

Helloworld Travel Ltd (ASX: HLO)

The Helloworld Travel share price closed at $1.98, up 1.58% yesterday.

Shaw and Partners has a buy rating on this ASX travel share with a 12-month price target of $2.75.

The broker explained the rating:

The Australian Bureau of Statistics (ABS) Overseas Arrivals and Departures data for November 2025 bodes well for Helloworld Travel Limited (ASX: HLO).

Departures were up 8.5% Financial YTD and the travel destination mix was reasonably steady.

HLO is trading well below its ASX-listed peers (based on medians), offers a TSR of circa 56% and a FY26 dividend yield of 5.5% fully franked.

GQG Partners Inc (ASX: GQG)

GQG Partners is a boutique active asset manager that specialises in international shares.

The GQG Partners share price closed at $1.59, up 0.96% on Tuesday.

On The Bull this week, Remo Greco from Sanlam Private Wealth gave this ASX financial share a hold rating.

Greco said total funds under management at the end of last year was $US163.9 billion, up from $US153 billion in the previous period.

The company trades on a modest valuation and offered an attractive dividend yield above 10 per cent on January 22, 2026.

The company delivered revenue and net profit growth at its latest 2025 half year result when compared to the prior corresponding period.

Domino’s Pizza Enterprises Ltd (ASX: DMP)

The Domino’s Pizza share price closed at $24.11, down 1% yesterday.

Stuart Bromley from Medallion Financial Group has a sell rating on this ASX consumer discretionary share.

Bromley said:

Domino’s may be a turnaround play if current cost cutting, franchise improvements and international expansion go to plan.

But we see execution risk in Asia and Europe.

The company posted a statutory net loss of $3.7 million in fiscal year 2025, which was impacted by one-off items.

The Domino’s Pizza share price slumped to a 12-year low of $13.11 on 2 October last year.

Last year was challenging for Domino’s Pizza.

Amid a company restructure to bring the retailer out of its post-COVID slump, CEO Mark van Dyck resigned after eight months in the job.

Domino’s chairman and major shareholder, Jack Cowin took the reins and continues in an executive chair role today.

Bromley said:

The shares have recovered from their lows, but are well below their highs of previous years.

The company operates in a fiercely competitive sector, where margins can be pressured.

Until DMP shows a sustained recovery, we prefer to sit on the sidelines.

Other stocks appeal more at this stage of the cycle.

The post GQG Partners, Helloworld, Domino’s Pizza shares: Buy, hold, or sell? appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has positions in Domino’s Pizza Enterprises. 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 and Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Owning BHP Group Ltd (ASX: BHP) shares has been a compelling pick for passive income over the long-term. The ASX mining share is expected to capitalise on the higher commodity prices in FY26, which should help deliver a bigger dividend.

The company recently released its FY26 second quarter production numbers, which showed that the copper production, realised price and guidance were better than expected. Iron ore production and shipments were also stronger than the market was expecting.

After seeing those latest numbers, the broker UBS updated its expectations for dividend payments and this helps us figure out the income potential of a $12,000 investment.

Expected passive dividend income

UBS projects that BHP could give investors a dividend increase of more than 10% in FY26.

The broker now forecasts that the ASX mining share could hike its annual payout to US$1.25 per share in the 2026 financial year. That would represent a dividend payout ratio of 50%, which is a healthy level of passive income for investors and balances the need for capital spending.

At the time of writing, that translates into a grossed-up dividend yield of 5.4%, including franking credits. That’s not the largest the BHP yield has been in the past, but it’s still larger than what someone can get from a term deposit.

If someone were to own $12,000 of BHP shares and receive that dividend yield, the payment would translate into income of around $650. Excluding franking credits, that would be cash income of around $450.

UBS said the FY26 first-half dividend is expected to be US 60.8 cents, based on a 50% dividend payout ratio. A higher payout is possible if resource prices remain favourable.

Is this a good time to invest in BHP shares?

On seeing the production figures, UBS was impressed by the update, with the realised price “very strong” at US$5.90 per pound in the second quarter on provisional pricing. BHP sees potential to lift FY27 production guidance at Escondida.

However, the broker noted that BHP’s ongoing negotiations with China Minerals Resources Group (CMRG) – the Chinese state buyer of iron ore – is now having “some impact on realised [sold] price” with potential downsides if negotiations are prolonged or deteriorate further.

UBS also noted that BHP added another US$1.2 billion to the expected capital expenditure for the potash project called Jansen, bringing the total expected cost to US$8.4 billion, compared to US$5.7 billion when the project was sanctioned.

While BHP remains confident in the long-term project economics and potash market fundamentals, UBS thinks the second capital expenditure increase may prompt stakeholders to question BHP’s ability to execute large, greenfield projects in the context of its large copper growth pipeline in South Australia and Chile.

UBS has a neutral rating on BHP shares, with a continued good outlook for copper on “strong demand/substitution [of supply] dynamics.” On the iron ore side of things, UBS said that demand is resilient and this should bolster the profitability of the iron ore business.

The post If I invest $12,000 in BHP shares, how much passive income will I receive in 2026? 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Tuesday, the S&P/ASX 200 Index (ASX: XJO) returned from the long weekend with a bang. The benchmark index rose 0.9% to 8,941.6 points.

Will the market be able to build on this on Wednesday? Here are five things to watch:

ASX 200 to rise again

The Australian share market looks set to rise again on Wednesday after a decent night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 44 points or 0.5% higher this morning. In late trade in the United States, the Dow Jones is down 0.8%, but the S&P 500 is up 0.5% and the Nasdaq is 1% higher.

Oil prices jump

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Wednesday after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 2.9% to US$62.39 a barrel and the Brent crude oil price is up 3% to US$67.57 a barrel. Traders were buying oil in response to a winter storm negatively impacting US output.

Buy Digico shares

Investors should be buying DigiCo Infrastructure REIT (ASX: DGT) shares according to analysts at Bell Potter. According to a note, the broker has upgraded the data centre company’s shares to a buy rating with a $3.25 price target. It said: “Stock has been a key underperformer across the REIT sector last 6m (-17% vs. -3% XPJ), but yet there is now more certainty on leasing / FFO in FY26+ post guidance update.”

Gold price edges higher

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a relatively subdued on Wednesday after the gold price edged higher overnight. According to CNBC, the gold futures price is up 0.1% to US$5,087.7 an ounce. The precious metal appears to be in a holding pattern ahead of tonight’s US Federal Reserve interest rate meeting.

Buy DroneShield shares

Bell Potter thinks that DroneShield Ltd (ASX: DRO) shares are still in the buy zone following the release of its quarterly update. This morning, the broker retained its buy rating and $5.00 price target on the counter-drone technology company’s shares. It said: “We believe DRO has a market leading RF detect/defeat C-UAS offering and a strengthening competitive advantage owing to its years of battlefield experience and large and focused R&D team. We expect 2026 will be an inflection point for the global C-UAS industry with countries poised to unleash a wave of spending on RF detect and defeat solutions.”

The post 5 things to watch on the ASX 200 on Wednesday appeared first on The Motley Fool Australia.

More reading

• Down 49%, is there a once-in-a-decade opportunity in this ASX 200 stock?
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• Bye bye CBA: BHP is back as the ASX 200’s biggest stock

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 DroneShield. 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.

If you have $7,000 to invest in 2026, it could be a good idea to add a handful of high-quality Australian shares with long-term growth potential.

Rather than spreading that money too thinly, focusing on a small number of businesses with clear expansion runways can make it easier to stay invested and confident in your decisions.

Here are three Australian shares that analysts think could be worth considering this year.

NextDC Ltd (ASX: NXT)

The first Australian share to buy could be NextDC. It is one of the Asia-Pacific region’s largest data centre operators.

As businesses and AI platforms generate more data, demand for secure, high-performance data centres continues to rise, largely independent of consumer sentiment.

You only need to look at recent updates from NextDC to see this. On 22 December, the company revealed that its pro forma contracted utilisation increased by 96MW or 30% to 412MW since its previous update on 1 December.

In light of this strong demand and its attractive valuation, Macquarie recently put an outperform rating and $22.30 price target on its shares.

Pro Medicus Ltd (ASX: PME)

Another Australian share to consider with the $7,000 is Pro Medicus. It provides advanced medical imaging software used by hospitals and healthcare networks. Its technology is deeply embedded in clinical workflows, which makes switching providers costly and disruptive for customers.

Not that they would want to switch. Pro Medicus’ Visage platform is widely regarded to be the clear market leader. And with radiologists in short supply, it is important for healthcare organisations to have the best platform they can get their hands on. Especially as imaging volumes increase and datasets become more complex.

Overall, this is a business that can scale earnings materially over time, arguably making Pro Medicus a standout growth option within the healthcare sector.

This week, Macquarie upgraded its shares to an outperform rating with a $291.30 price target.

Temple & Webster Group Ltd (ASX: TPW)

A final Australian share to buy with $7,000 could be online furniture leader Temple & Webster.

What often gets overlooked with this ASX share is how much of its growth is being driven by customer behaviour rather than market expansion. Repeat customers account for a growing share of sales (58% at the last count), and average order values tend to increase as shoppers become more familiar with the platform.

That dynamic supports growth even in periods when overall furniture demand is subdued.

In addition, with the shift to online shopping still in its early days for furniture, Temple & Webster appears well-placed for long-term growth given its leadership position, strong brand, and extensive offering.

The team at Morgan Stanley is bullish on the company’s outlook. So much so, last week it put an overweight rating and $28.00 price target on its shares.

The post Top Australian shares to buy with $7,000 in 2026 appeared first on The Motley Fool Australia.

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

When I look at exchange-traded funds (ETFs), I’m usually trying to solve a simple problem. How do I get exposure to high-quality businesses, diversify my portfolio globally, and still tilt the odds in my favour over the long run?

These three VanEck ETFs stand out to me because they do exactly that, but in slightly different ways. Together, they offer exposure to wide-moat businesses, global quality leaders, and smaller companies with strong fundamentals.

VanEck Morningstar Wide Moat AUD ETF (ASX: MOAT)

This is one of the more interesting ETFs on the ASX, in my view. The VanEck Morningstar Wide Moat AUD ETF focuses on US companies that have sustainable competitive advantages, or wide economic moats. These are businesses that are difficult to disrupt because of things like scale, brand strength, switching costs, or intellectual property.

What I really like is that this fund does not just chase quality at any price. It also targets companies trading at attractive prices relative to the estimate of fair value. That valuation discipline is important, especially after a strong run in US equities.

When I look through the holdings, I see a mix of industrial leaders, healthcare giants, and global consumer brands. It feels like a high-conviction portfolio rather than a broad market clone, which is exactly what I want from something like this.

VanEck MSCI International Quality ETF (ASX: QUAL)

If I were building a core international ETF holding, this would be right near the top of my list. The VanEck MSCI International Quality ETF screens for companies with high return on equity, stable earnings, and low financial leverage across developed markets outside Australia.

In plain English, this fund owns some of the strongest businesses in the world. Names like Microsoft, Apple, Nvidia, and Eli Lilly are all there, but they are included because they meet strict quality criteria, not just because they are big.

I agree with the idea behind this strategy. Over long periods, companies that generate strong returns, carry sensible balance sheets, and deliver consistent earnings tend to outperform. The QUAL ETF gives me exposure to that factor without having to pick individual global stocks myself.

VanEck MSCI International Small Companies Quality ETF (ASX: QSML)

This is the higher-risk, higher-reward option of the three. The VanEck MSCI International Small Companies Quality ETF focuses on small-cap companies in developed markets that still meet the same quality screens of high returns, earnings stability, and low leverage.

Small caps are often under-represented in Australian portfolios, but they can be powerful growth engines over time. By layering a quality filter on top, the QSML ETF avoids the weakest parts of the small-cap universe and instead focuses on businesses with proven fundamentals.

When I look at the holdings, I see a diverse mix across industries and geographies, from industrials and healthcare to specialised manufacturers. It feels like a sensible way to access global small-cap growth without going fully speculative.

Why these three work well together

What I like most is how these VanEck ETFs complement each other. The MOAT ETF provides exposure to attractively priced US companies with durable advantages. The QUAL ETF anchors the portfolio with global large-cap quality leaders. The QSML ETF adds a growth tilt through high-quality international small caps.

If I were building an ETF portfolio today, this combination would give me confidence that I’m not just chasing the latest themes, but backing strong businesses with solid fundamentals across different parts of the market.

The post 3 VanEck ETFs on the ASX I rate as buys appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino 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 Apple, Microsoft, and Nvidia. The Motley Fool Australia has recommended Apple, Microsoft, Nvidia, and VanEck Morningstar Wide Moat ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Treasury Wine Estates Ltd (ASX: TWE) share price slipped another 1.11% to close the day at $5.36 on Tuesday afternoon. Declines have been par for the course for the ASX 200 stock over the past couple of years. Its share price has gradually and consistently declined since mid-2024 and is currently trading at levels not seen since 2015.

For the year-to-date, the Australian global winemaking and distribution company’s shares are now up 1.13%, but it hasn’t done anywhere near enough to recoup the heavy losses. The shares have shed 48.95% over the past 12 months alone. 

For context, the S&P/ASX 200 Index (ASX: XJO) closed 0.92% higher on Tuesday. The index is currently 2.45% higher for the year-to-date and 6.46% above where it was this time last year.

What drove Treasury Wine Estates shares so low?

The ASX 200 stock was one of the worst performers on the ASX 200 Index in 2025. Throughout the 12-month period, the Treasury Wine Estates share price continually tumbled thanks to weaker global demand for wine, higher costs, and disappointing company earnings.

The perfect storm of headwinds weighed heavily on the company, on its share price and dashed investor confidence at the same time.

In fact, in December, the company released an investor update and outlook for the first half of FY26. It said that trading conditions have weakened in recent months, particularly in the US and China. 

The company’s CEO said it is experiencing category weakness in the US and China. These are two of Treasury Wine Estate’s key growth markets. This is expected to negatively impact the business performance in the near-term. 

The CEO added that maintaining the strength of its brands and the health of their respective sales channels is critically important as the company navigates these headwinds. Any near-term improvement is unlikely.

Treasury Wine Estates now expects its earnings before interest and tax to be between $225 million and $235 million in the first half of FY26. The second half of FY26 is expected to be stronger.

Is this a once-in-decade opportunity to buy the ASX 200 stock?

It looks like this could be the case. The current share price is among the lowest seen over the past 10 years. The share price last dipped below $6 back in 2015. 

Analysts seem to be uncertain about where the share price will go from here, but most agree there will be some element of upside. TradingView data shows 11 out of 17 analysts have a hold rating on the ASX 200 stock. Another 5 have a buy or strong buy rating.

The average target price is $5.53 a piece, which implies an upside of 3.11% at the time of writing. But, some expect Treasury Wine Estates shares to climb as high as $8.55 a piece. This implies a potential 59.51% hike in 2026. If that were to happen, then right now presents a fantastic buying opportunity for investors who want to get in ahead of the next price spike.

The post Down 49%, is there a once-in-a-decade opportunity in this ASX 200 stock? appeared first on The Motley Fool Australia.

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

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

More reading

• The ASX blue chip shares I’d happily build a portfolio around
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Motley Fool contributor Sebastian Bowen 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 Megaport, Telix Pharmaceuticals, and The Lottery Corporation. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended Amcor Plc. The Motley Fool Australia has recommended Pro Medicus, Telix Pharmaceuticals, and The Lottery Corporation. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Every so often, investors overcomplicate things. They look for perfect timing, hidden gems, or clever angles, whereas some of the best opportunities come from owning outstanding businesses that have already proven themselves.

Within the ASX 200, there are shares with long track records, clear demand drivers, and business models built to endure.

Here are two ASX 200 shares that stand out as no-brainer buys for long-term investors.

Goodman Group (ASX: GMG)

Goodman Group could be a no-brainer buy at current prices, especially given how it has quietly become one of the most strategically important property businesses on the ASX.

Its focus on industrial, logistics, and data centre assets places it directly behind long-term structural trends such as ecommerce, supply chain optimisation, and digital infrastructure growth. These are not short-term themes. They are reshaping how goods and data move around the world.

What makes Goodman particularly compelling is its ability to combine property ownership with development and funds management. This allows it to recycle capital, grow earnings, and expand globally without relying solely on rising property values. For investors, that creates a powerful mix of stability and growth potential.

Morgan Stanley is a big fan of the company and sees a lot of value in its shares. Its analysts currently have an overweight rating and $41.50 price target on them. Based on its current share price of $30.94, this implies potential upside of 34% for investors over the next 12 months.

Macquarie Group Ltd (ASX: MQG)

Another ASX 200 share that could be a no-brainer buy for Aussie investors is Macquarie Group.

Unlike traditional banks, Macquarie operates across asset management, infrastructure investment, commodities, and financial services. This diversification allows it to perform across different market environments and pivot as opportunities change.

A key strength is Macquarie’s disciplined approach to risk and capital allocation. The group has shown a willingness to exit businesses when returns no longer stack up and redeploy capital into higher-quality opportunities. Over time, that mindset has helped it navigate volatility and continue growing shareholder value.

For investors seeking exposure to global markets and infrastructure through a well-managed ASX share, Macquarie stands out.

The team at Ord Minnett is feeling bullish about this ASX 200 share. Late last year, the broker upgraded Macquarie’s shares to a buy rating with a $255.00 price target. Based on its current share price of $215.19, this suggests that upside of 18.5% is possible for investors between now and this time next year.

The post These ASX 200 shares could be no-brainer buys appeared first on The Motley Fool Australia.

More reading

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

When building a long-term share portfolio, I think it pays to start with ASX shares you would feel comfortable owning through good markets, bad markets, and everything in between.

That usually means blue chip ASX shares with strong competitive positions, recurring demand for their products or services, and management teams that have proven they can execute over time.

With that in mind, here are four ASX blue chip shares I would happily build a portfolio around.

Cochlear Ltd (ASX: COH)

The first blue chip ASX share that could be a buy is Cochlear. This hearing solutions company operates in a specialised medical niche supported by intellectual property, regulatory approvals, and decades of clinical data. Once a patient adopts Cochlear’s technology, switching is rare, which helps create long-lasting revenue streams from upgrades and services.

The company’s consistent investment in research and development is also a key part of its appeal. By prioritising innovation and long-term outcomes over short-term gains, Cochlear has built a business designed to remain relevant for decades.

REA Group Ltd (ASX: REA)

Another blue chip ASX share I would happily build a portfolio around is REA Group. Its property platforms sit at the centre of Australia’s real estate ecosystem, benefiting from strong network effects that reinforce its market position. Buyers, sellers, and agents all rely on its services, which makes the business difficult to disrupt.

Importantly, REA is not dependent on rising property prices to grow. Product upgrades, premium services, and data-driven tools allow it to increase revenue per customer over time. This is supporting a sustainable and scalable business model.

ResMed Inc. (ASX: RMD)

A third blue chip ASX share that could be a buy is ResMed. It is a medical device company with demand drivers that extend well beyond economic cycles. The company operates in sleep apnoea and respiratory care, areas supported by ageing populations, rising diagnosis rates, and greater awareness of chronic health conditions.

Its devices, masks, and digital platforms are deeply entrenched in patient care, creating recurring revenue and strong customer relationships. And with a total addressable market estimated to be over 1 billion people, its long-term growth outlook is very positive.

TechnologyOne Ltd (ASX: TNE)

A final blue chip ASX share to consider is TechnologyOne. It is an enterprise software provider to governments, universities, and large organisations. Its move to a software-as-a-service model has transformed the business, improving revenue visibility and increasing recurring income.

TechnologyOne’s products are deeply embedded within customer operations, making them difficult to replace. Combined with ongoing international expansion, this gives it a rare mix of defensiveness and growth within a blue chip structure.

The post The ASX blue chip shares I’d happily build a portfolio around appeared first on The Motley Fool Australia.

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