Category: Stock Market

Shares in location services company Life360 Inc (ASX: 360) are languishing near the lower end of their 12-month range, begging the question, is it time to buy back in?

According to the analyst team at Macquarie, the answer to that question is yes, with the broker having a bullish share price target on the company. We’ll get to that shortly.

Further strong growth tipped

Let’s have a look at what the company’s been up to first. It’s reasonable to say there hasn’t been much news flow out of the company for a while, outside of the annual report which was released in mid-April.

In that report, Executive Chair Chris Hulls said the company was coming off a “landmark year” in 2025, where it had record revenue growth, record net subscriber additions, and the first full year of positive net income.

Adjusted EBITDA more than doubled he said, and the company also launched its Pet GPS offering across five global markets.

Late last year, Life360 also acquired Nativo, which is key to the company’s advertising division, Mr Hulls said.

Further on that, Mr Hulls said the acquisition “transforms our advertising business into a full-stack platform”.

He went on to say:

The US digital advertising market exceeds $400 billion, with more than $100 billion flowing across the open web and connected TV where Life360’s first-party family location data offers brands targeting and real-world measurement that simply does not exist elsewhere.

Mr Hulls said the company’s adjusted EBITDA margin expanded from 12% in 2024 to 19% in 2025, “remain[s] on a clear path toward our long-term target of 35% and beyond”.

Shares looking cheap

The Macquarie team argues that Life360 is “still early in its growth trajectory”.

They said the advertising business could be lucrative.

As they said:

Even modest advertising average revenue per user on a largely fixed cost base could drive meaningful operating leverage towards the company’s longer-term margin ambition. At current levels, the stock screens asymmetric, capitalising a mature subscription profile while ascribing limited value to advertising optionality.

Macquarie said the business also had a strong moat, with families willing to share their location data, and the app worked across both Apple and Google’s operating systems which was a bonus.

Macquarie has a price target of $32.20 on Life360 shares compared with $20.10 currently. The broker described the current share price as “an attractive entry to a strong top-line growth story with operating leverage potential”.

Life360 is scheduled to release its first quarter results to the ASX on 12 May.

The post Does Macquarie rate Life360 shares a buy, hold or sell? appeared first on The Motley Fool Australia.

More reading

• 10 excellent ASX shares to buy in May
• 3 ASX 200 shares for smart investors in May
• Top brokers name 3 ASX shares to buy today
• What I’d do with $15,000 in ASX 200 shares right now
• 3 ASX 200 shares just upgraded to strong buy — here’s what the brokers are saying

Motley Fool contributor Cameron England has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360 and Macquarie Group. The Motley Fool Australia has positions in and has recommended Life360 and Macquarie 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 blue-chip ASX 200 shares, I am usually looking for businesses that can keep moving forward over time.

They are the kind that can deal with changing conditions, reinvest sensibly, and still be standing strong years from now.

These three ASX 200 names stand out to me right now for exactly that reason.

Wesfarmers Ltd (ASX: WES)

Wesfarmers is one of those ASX 200 blue-chip shares that can look straightforward on the surface.

It owns well-known retail businesses, such as Kmart, Bunnings, Officeworks, generates solid cash flow, and pays reliable dividends. But I think that simplicity can hide what makes it interesting.

For me, the real strength of Wesfarmers is how it allocates capital.

Over time, the company has reshaped its portfolio, invested in new areas, and exited businesses when the returns are no longer attractive. That kind of discipline is not always easy to find.

Bunnings continues to be the core engine, but there is also a growing focus on areas like lithium, health, and industrial businesses. Not all of these will work perfectly, but I think the approach gives Wesfarmers multiple avenues for growth.

It is that flexibility, combined with a strong base business, that I believe can support steady long-term returns.

Macquarie Group Ltd (ASX: MQG)

Macquarie is very different, but I think it fits the same long-term mindset.

It is often described as an investment bank, but I think that undersells what it has become. Today, it is a global financial services group with exposure to infrastructure, energy, commodities, and asset management.

What I like is its ability to find opportunities in areas that are still evolving. Whether it is renewable energy, infrastructure financing, or asset management, Macquarie tends to position itself where capital is needed and where it can generate attractive returns.

Earnings can be more variable than a traditional bank, and that can lead to volatility in the share price.

But over a five-year period or longer, I think the combination of global exposure and a strong track record of execution gives it a solid foundation for growth.

ResMed Inc. (ASX: RMD)

ResMed brings a different type of exposure again.

It operates in sleep and respiratory care, which I think is one of those areas where demand is likely to keep growing regardless of the economic cycle.

There are long-term drivers here, including ageing populations and increasing awareness of sleep health. These are not trends that disappear quickly.

What I find interesting about ResMed is how it combines that demand with technology. The company is not just selling devices. It is building a connected ecosystem that includes software, data, and patient monitoring.

The share price has had its ups and downs, but I believe the long-term trajectory is up given its leadership position in a large and growing market.

Foolish takeaway

If I am buying ASX 200 blue-chip shares for five years or more, I am looking for are businesses that can adapt, reinvest, and keep building over time.

Wesfarmers, Macquarie, and ResMed each approach that in different ways. For me, that is part of the appeal.

It is not about any single theme. It is about backing quality companies that I believe can keep finding ways to grow.

The post Why I’d buy and hold these ASX 200 blue-chip shares for at least 5 years appeared first on The Motley Fool Australia.

More reading

• 10 excellent ASX shares to buy in May
• Here’s what happened to Wesfarmers shares in April
• Why EQ Resources, Inghams, ResMed, and Skycity shares are tumbling today
• What’s going on with ResMed shares today?
• Resmed reports double-digit revenue and profit increases in Q3 FY26

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

As a new month begins, I think it is a good time to look at where fresh money could go in the current market.

If I had $5,000 to invest, I would focus on a small group of ASX 200 shares with clear drivers rather than trying to spread it across too many names.

Here are three shares I would consider.

BHP Group Ltd (ASX: BHP)

BHP is where I would start. It is one of the largest and most established companies on the ASX, and I think it offers a compelling mix of income and long-term opportunity.

Iron ore continues to generate strong cash flow, which supports dividends. At the same time, copper is becoming the most important part of the business.

That is important because copper demand is expected to grow alongside electrification, renewable energy, and data centre expansion. There is also the Jansen potash project on the horizon, which adds another layer of growth over time.

For me, BHP provides a strong base. It is a mining business that can generate income today while still being positioned for future demand.

Qantas Airways Ltd (ASX: QAN)

Qantas is one ASX 200 share that I think looks very attractive after its recent pullback.

The share price has come down, largely due to external pressures like higher fuel costs, rather than a collapse in demand.

I think that has created a buying opportunity. The domestic market remains relatively rational, which supports pricing over time. There is also strong demand for travel, both domestically and internationally.

On top of that, Qantas is investing heavily in its fleet. Newer aircraft can improve efficiency, reduce costs, and open up new routes.

It also has additional earnings streams through its Loyalty division, which adds another layer to the business.

When I put that together, I see a company that still has multiple drivers, now trading at a lower price.

Codan Ltd (ASX: CDA)

Codan is a bit different to the other two, though that is part of the appeal.

This ASX 200 share operates across metal detection and communications, giving it exposure to different markets and demand drivers.

The Minelab segment benefits from strong gold prices, which can support demand for metal detectors. At the same time, its communications division provides equipment for defence and public safety. That creates multiple avenues for growth.

What I like is that the business is not reliant on a single theme. It has different segments that can perform at different times.

That could make it a useful addition alongside more traditional blue-chip names.

Foolish takeaway

If I had $5,000 to put to work in May, I would be comfortable backing a mix like this.

Each of these businesses is coming at things from a different angle, whether it is commodities, travel, or specialised technology. That variety matters, especially in a market that can shift quickly.

The common thread, in my opinion, is that all three still have something to build on from here. With the right time horizon, I think that combination can give investors a solid starting point.

The post I’d buy BHP and these ASX 200 shares with $5,000 in May appeared first on The Motley Fool Australia.

More reading

• The five best ASX 200 stocks to buy and hold in April revealed
• Big gains for BHP shares in April, but is the best still to come?
• Why these ASX shares jumped 15%+ in April
• How are Australia’s biggest ASX stocks really tracking in 2026?
• Top 10 ASX shares bought and sold in April

Motley Fool contributor Grace Alvino has positions in Codan. 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.

For Australian investors, Asia is hard to ignore.

From China’s tech giants to India’s banking boom, the region offers massive long-term growth potential. The good news? You don’t need to pick individual winners in unfamiliar markets or open offshore accounts.

Gaining exposure to the Asian market is easier than ever through ASX-listed Exchange-Traded Funds (ETFs). These funds can do the heavy lifting, as they offer diversified access to some of the region’s largest and fastest-growing companies.

Here are three ASX ETFs that give you exposure to Asia, each with a slightly different flavour.

Vanguard FTSE Asia Ex-Japan Shares Index ETF (ASX: VAE)

One popular option is the Vanguard FTSE Asia Ex-Japan Shares Index ETF. This ASX ETF provides broad exposure to large and mid-sized companies across Asia, excluding Japan.

Overall, the ETF is heavily weighted toward North Asia and emerging Asian economies like China, India and South Korea. This gives investors broad regional exposure rather than focusing on just one country.

The Vanguard fund includes major players such as Tencent Holdings Ltd and Taiwan Semiconductor Manufacturing Company Ltd.

With a management fee of around 0.40% per year, it offers a relatively low-cost way to gain diversified exposure to multiple Asian economies in a single investment.

iShares Asia 50 ETF (ASX: IAA)

For those who prefer a more concentrated portfolio of blue-chip names, the iShares Asia 50 ETF focuses on just 50 of the region’s largest companies.

This ASX ETF naturally leans toward tech and financial heavyweights, rather than offering equal exposure across all industries. Its holdings include well-known giants like Alibaba Group Holding Ltd (NYSE: BABA), HSBC Holdings plc (LSE: HSBA), and again Taiwan Semiconductor.

This ETF has a lower fee of about 0.29% annually, but its concentrated nature means performance can be more heavily influenced by a smaller group of dominant stocks.

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

Investors seeking higher growth potential might consider the BetaShares Asia fund. The ASX ETF focuses on the region’s biggest technology hubs such as China, Hong Kong, Taiwan and South Korea rather than broad emerging Asia.

This fund targets leading technology and internet companies across Asia, including names like Tencent Holdings, Alibaba Group, and Meituan.

With a management fee of around 0.67% per year, it is the most expensive of the three, but it offers a more aggressive tilt toward sectors driving long-term innovation and digital growth in the region.

Foolish Takeaway

Each of these ASX ETFs provides a different way to access Asia’s economic expansion, whether through broad diversification, blue chip exposure, or high-growth technology.

For Australian investors looking beyond the local market, they can be a simple and effective way to tap into one of the world’s most dynamic regions.

The post How to tap into Asia’s growth using ASX ETFs appeared first on The Motley Fool Australia.

More reading

• 3 exciting ASX ETFs for growth investors to watch in May
• 3 ASX ETFs with market-beating potential over the next 10 years
• Buy these exciting ASX ETFs for AI exposure
• Looking for ASX ETFs to buy and hold? Here are 3 top picks
• Why I’d buy and hold NDQ and these ASX ETFs for 10 years

HSBC Holdings is an advertising partner of Motley Fool Money. 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 recommended Alibaba Group and HSBC Holdings. 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.

Superannuation can look very different from one decade to the next.

At 52, retirement is often close enough to start feeling real, but still far enough away that many people expect to keep working and contributing for years.

At 62, the picture changes. Retirement may be just around the corner, or already underway for some. That makes these two ages useful checkpoints.

First, what are we aiming for?

Before looking at the averages, it is worth revisiting the goal.

According to the Association of Superannuation Funds of Australia, a comfortable retirement currently requires around $630,000 in super for a single person and $730,000 for a couple, assuming home ownership and access to a part Age Pension.

A modest retirement, which covers the basics with limited discretionary spending, requires far less at roughly $110,000 to $120,000.

These benchmarks help frame whether the averages at 52 and 62 are on track for an early retirement.

What does the average 52-year-old have?

According to the latest superannuation data, Australians aged 50 to 54 have average balances of approximately $190,175 for women and $254,071 for men.

Because age 52 sits right in the middle of that range, it is reasonable to treat those figures as a good guide for the average 52-year-old.

That means a typical 52-year-old woman might have around $190,000 in super, while a typical 52-year-old man might have around $254,000.

These are meaningful balances, but they are unlikely to be enough for most Australians to retire immediately. A person retiring at 52 would need their savings to last for potentially 35 years or more. They would also need to bridge a long gap before becoming eligible for the Age Pension at 67.

As a result, retiring at 52 with the average superannuation balance would likely require very low expenses, other assets, part-time income, or a willingness to accept a highly restricted lifestyle.

What does the average 62-year-old have?

By age 62, average super balances are materially higher.

Australians aged 60 to 64 have average superannuation balances of around $313,360 for women and $395,852 for men.

Once again, because 62 sits in the middle of that age bracket, those figures provide a useful estimate for the average Australian at that age.

That would mean the average 62-year-old woman has approximately $313,000 in super, while the average 62-year-old man has around $396,000.

This is a much stronger position than at 52, but retiring immediately at 62 still requires careful thought. The gap to Age Pension eligibility is shorter, but a retiree may still need to fund around five years before reaching 67.

For couples, combined balances may provide more flexibility. For singles, the average balance may support an early retirement only if spending is modest and housing costs are low.

Foolish takeaway

The average Australian super balance at 52 is roughly $190,000 for women and $254,000 for men. At 62, it rises to around $313,000 for women and $396,000 for men.

Neither age tells the full story on its own. Housing, spending, health, relationship status, and other assets all play a major role.

But one thing is clear: retiring early with these average balances is challenging, especially at 52. By 62, it becomes more realistic for some Australians, though is still highly dependent on lifestyle expectations and whether other income sources are available.

The post Here’s the average Australian superannuation balance at 52 and 62 appeared first on The Motley Fool Australia.

More reading

• How to turn $250 a month into $50,000 with ASX shares
• How much retirement income do you think you need?
• 10 excellent ASX shares to buy in May
• Why these top ASX shares sank 10%+ in April
• Buy, hold, sell: Netwealth, PLS, and Reliance 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 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.

Building a meaningful portfolio does not always require a large lump sum. In many cases, consistency matters far more than timing the market.

If you can invest $250 a month into ASX shares, the path to $50,000 is more achievable than it might first appear.

It just requires time, discipline, patience, and a sensible approach to where that money goes.

Start with the maths

Let’s keep this simple. If you invest $250 every month, that’s $3,000 per year. On its own, that would take more than 16 years to reach $50,000.

But investing is not just about what you contribute. It is about what your money earns along the way.

If your portfolio grows at an average of around 8% per year, which I think is a fair return to target, your $250 monthly investment could reach $50,000 in just over 10 years.

That is the power of compounding. Returns start generating their own returns, and over time the growth becomes less dependent on what you add and more driven by what you already have.

Why consistency matters more than timing

It is easy to get caught up worrying about when to invest. Should you wait for a correction? Is the market too expensive right now?

In reality, regular investing smooths this out.

By putting money into the market every month, you naturally buy more shares when prices are lower and fewer when prices are higher. Over time, this dollar-cost averaging can reduce the risk of poor timing decisions.

Even in more uncertain periods, the broader strategy often remains the same. Staying invested in quality ASX shares and using volatility as an opportunity has been a consistent theme among professional investors.

What to invest in

The next step is deciding where that $250 goes.

For most investors, a simple approach works best. That might include a mix of broad market exchange-traded funds (ETFs) and a few high-quality ASX shares.

An ETF like the Vanguard Australian Shares Index ETF (ASX: VAS) or the Vanguard MSCI Index International Shares ETF (ASX: VGS) can provide instant diversification. This means your returns are tied to the overall market rather than the success or failure of a single company.

Alongside that, you might consider adding a handful of individual ASX shares over time. Businesses with strong earnings growth, recurring revenue, or structural tailwinds can help lift long-term returns.

The key is not to overcomplicate it. A portfolio that you understand and can stick with is far more valuable than one that looks impressive on paper but is difficult to maintain.

Let time do the heavy lifting

One of the biggest advantages you have as a long-term investor is time.

Early on, your contributions will do most of the work. But as your portfolio grows, compounding begins to take over.

For example, once your portfolio reaches around $30,000, an 8% return adds $2,400 in a year. That is almost the same as your annual contribution.

From that point, the growth starts to feel faster, even though your monthly investment has not changed.

Staying the course

The biggest risk to this strategy is not market volatility. It is behaviour.

There will be periods where markets fall, sometimes sharply. It is tempting to stop investing or move to cash. But those moments often end up being the most important times to stay consistent.

History suggests that markets recover over time, and long-term returns are driven by staying invested through those cycles.

Foolish takeaway

Turning $250 a month into $50,000 is about building a habit, sticking to it, and giving compounding time to work.

Keep the process simple, focus on quality, and stay consistent. The results tend to follow.

The post How to turn $250 a month into $50,000 with ASX shares appeared first on The Motley Fool Australia.

More reading

• Top 10 ASX shares bought and sold in April
• After 7 straight days in the red, where is the value for ASX 200 stocks?
• 3 reasons why this could be the best Vanguard ETF to reach $1 million
• I’d buy this high-yield ASX ETF over the Vanguard Australian Shares Index ETF (VAS)
• If I had to build a simple ASX portfolio today, this is what I’d do

Motley Fool contributor Grace Alvino has positions in Vanguard Australian Shares Index ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Vanguard Msci Index International Shares ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Australia’s benchmark retirement budgeting tool, the ASFA Retirement Standard, says a comfortable retirement costs $54,840 per year for singles and $77,375 per year for couples, if they own their own homes.

A modest retirement costs $35,503 per year for singles and $51,299 per year for couples, if they own their homes, or $50,055 per year for singles and $67,639 per year for couples if they rent.

However, a survey by Challenger Ltd (ASX: CGF) and YouGov shows Australians think retirement costs a lot more.

The survey of 2,015 Australians aged 60 years or older found that $70,398 was the minimum annual income considered required for singles.

Australians fear running out of money in retirement

A common fear among retirees is that they will run out of money, which prompts them to become conservative with spending.

The survey showed 39% of retirees and 49% of pre-retirees fear running out of money in retirement.

Challenger’s Customer CEO, Mandy Mannix, said:

Today’s retirees are the first generation having built significant superannuation savings.

Yet, after decades of focusing on saving, many retirees find it surprisingly difficult to switch to spending once they retire.

Inflation a ‘real concern’ for older Australians today

The rising cost of living may be contributing to the fear of running out.

Two in three survey respondents cited inflation and costs of living as the most important things to plan for in retirement.

Mannix said:

The dollar value of a lump sum when you retire can seem like a lot of money, but it has to last a long time.

It can be hard to know how much to withdraw, knowing that the purchasing power of $1 million today can halve in 20 years’ time.

The impact of inflation can be dramatic, and it is a real concern.

The survey showed that retirees’ main goals were certainty that their money would last for life (72%), the ability to cover health and aged care costs (65%), and maintaining their existing lifestyles (53%).

Four out of five respondents said they would be happier with a guaranteed income, yet 59% had not heard of lifetime income streams.

Challenger sells retirement income products like annuities, which deliver guaranteed regular payments for life.

Mannix, said: “A ‘paycheck’ means retirees know their needs are taken care of giving them greater confidence to spend on their activities and hobbies that give them purpose and happiness in retirement.”

The majority of Australia’s 4.5 million retirees rely on the age pension to fund their lives.

The full pension, with both supplements, is $31,223 per year for singles and $47,070 for couples, subject to income and asset tests.

Here’s how much you can own and earn in retirement while still qualifying for the pension.

The post How much retirement income do you think you need? appeared first on The Motley Fool Australia.

More reading

• How to turn $250 a month into $50,000 with ASX shares
• 10 excellent ASX shares to buy in May
• Why these top ASX shares sank 10%+ in April
• Buy, hold, sell: Netwealth, PLS, and Reliance shares
• Buy, hold, sell: Capricorn Metals, PLS Group, Fortescue shares

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

With a new month here, what better time to consider making some additions to your portfolio.

The market offers plenty of choice, from healthcare and technology to retail and financial services. The key is finding businesses with strong market positions, clear growth drivers, and the ability to keep delivering through different conditions.

With that in mind, here are 10 ASX shares that could be worth buying in May.

CSL Ltd (ASX: CSL)

CSL is going through a tough period, but it remains one of the highest-quality healthcare companies on the ASX.

The company is a global leader in plasma therapies, vaccines, and specialist medicines. If margins improve and earnings growth strengthens, CSL could offer significant upside from current levels.

HUB24 Ltd (ASX: HUB)

HUB24 is another name worth watching. It operates an investment platform used by financial advisers and their clients. It has benefited from strong inflows as advisers continue to shift away from legacy platforms.

With funds under administration still growing, HUB24 remains well placed to benefit from the ongoing modernisation of wealth management in Australia.

Life360 Inc (ASX: 360)

Life360 continues to scale its global family safety platform.

The company already has a large user base, but the bigger opportunity is monetisation. By adding more services and converting more users into paying subscribers, Life360 has several levers to pull.

If that strategy continues to work, earnings could grow strongly over time.

Macquarie Group Ltd (ASX: MQG)

Another ASX share to consider buying is Macquarie Group. It offers exposure to a global financial services business with a strong track record.

Its operations span asset management, commodities, infrastructure, banking, and capital markets. This gives the group multiple earnings drivers across different market environments.

Macquarie’s ability to allocate capital well remains one of its key strengths.

Pro Medicus Ltd (ASX: PME)

Pro Medicus is one of the ASX’s standout technology shares.

Its Visage imaging platform is used by major hospitals to handle large medical imaging datasets quickly and efficiently. The company continues to win long-term contracts, particularly in the United States.

With high margins, a growing market opportunity, and radiologist shortages, Pro Medicus remains well-positioned for long-term growth.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne has built a reputation for consistency.

This ASX share provides enterprise solutions to government and large organisations. Its transition to a SaaS model has improved revenue visibility and supported steady earnings growth.

Demand for mission-critical software should continue to support its performance.

Wesfarmers Ltd (ASX: WES)

Wesfarmers remains one of the ASX’s most reliable shares.

Bunnings is the centrepiece of the group, supported by Kmart, Officeworks, and its industrial businesses. The company has a long history of disciplined capital allocation and strong execution.

That combination arguably makes Wesfarmers a share worth keeping on the radar.

WiseTech Global Ltd (ASX: WTC)

WiseTech Global provides software for the logistics industry.

Its CargoWise platform helps freight forwarders and logistics providers manage complex global supply chains. The company continues to expand its product suite and international reach.

As logistics becomes more digitised, WiseTech remains well positioned to benefit.

Woolworths Group Ltd (ASX: WOW)

Woolworths offers defensive qualities in a market that can be unpredictable.

The supermarket giant benefits from recurring demand for groceries and a leading position in Australian food retail. While margins can be influenced by costs and competition, its scale remains a major advantage.

This makes Woolworths a steady option in uncertain conditions.

Xero Ltd (ASX: XRO)

Xero continues to build its position as a global cloud accounting platform.

Its software is used by small and medium-sized businesses to manage accounting, payroll, and payments. The company’s opportunity is supported by subscriber growth, product expansion, recent acquisitions, and its push into the US.

With a large addressable market and several ways to grow, Xero remains one of the ASX’s strongest technology shares.

The post 10 excellent ASX shares to buy in May appeared first on The Motley Fool Australia.

More reading

• Why these top ASX shares sank 10%+ in April
• Here’s what happened to Wesfarmers shares in April
• The huge retail trend many are missing
• Here’s why Morgans just upgraded Woolworths shares
• Why this leading broker just downgraded Woolworths shares

Motley Fool contributor James Mickleboro has positions in CSL, Life360, Pro Medicus, Technology One, WiseTech Global, Woolworths Group, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Hub24, Life360, Macquarie Group, Technology One, Wesfarmers, WiseTech Global, and Xero. 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 Life360, Macquarie Group, WiseTech Global, Woolworths Group, and Xero. The Motley Fool Australia has recommended CSL, Hub24, Pro Medicus, Technology One, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) was on form and recorded a solid 2.2% gain in April.

While this was positive, not all ASX shares climbed with the market.

Here’s why these ASX shares lost over 10% of their value during the month:

A2 Milk Company Ltd (ASX: A2M)

The A2 Milk Company share price was down 26% in April. Investors sold off the infant formula company’s shares after it downgraded its guidance for FY 2026. The company made the move due to supply chain disruptions. Management advised that it now expects revenue growth in the low to mid double-digit range, which is down from its previous guidance of mid double-digit growth. Furthermore, its EBITDA margins are now expected to be between 14% and 14.5% in FY 2026. This is down from its prior guidance of 15.5% to 16%. As a result, A2 Milk’s net profit after tax is now expected to be similar to or lower than in FY 2025.

Cochlear Ltd (ASX: COH)

The Cochlear share price had a month to forget and crashed 44% last month. This was driven by the hearing solutions company’s disappointing trading update. Cochlear downgraded its FY 2026 underlying net profit guidance range to $290 million to $330 million. Previously it was guiding to underlying net profit of $435 million to $460 million. Management revealed that softer trading in developed markets is behind this. It advised that this is being driven by hospital capacity constraints and a decline in referrals from the hearing aid channel.

CSL Ltd (ASX: CSL)

The CSL share price was out of form and dropped 12% during the month. This was despite there being no news out of the biotechnology giant. However, much of its decline came following Cochlear’s update. It’s possible that investors believe the same softness that Cochlear is facing could be impacting CSL’s performance in the second half.

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price lost 21% of its value in April. The catalyst for this was news that the online furniture retailer’s founder and CEO, Mark Coulter, is transitioning to an executive chair role from July. The company advised that Coulter will be replaced by Susie Sugden, who previously held the roles of chief commercial officer and chief marketing officer at the company between 2016 and 2020. Coulter commented: “Bringing back Susie – a proven former executive at Temple & Webster, will provide me with more capacity to focus on strategy and longer-term growth opportunities, which will only become more important as we scale. I look forward to working closely with Susie as we continue our journey to become the largest retailer of furniture and homewares in Australia.”

The post Why these top ASX shares sank 10%+ in April appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Cochlear shares crashed in April, but is a comeback looming?
• How are Australia’s biggest ASX stocks really tracking in 2026?
• 3 ASX 200 shares for smart investors in May
• Here are the top 10 ASX 200 shares today

Motley Fool contributor James Mickleboro has positions in CSL, Cochlear, and Temple & Webster Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Cochlear, and Temple & Webster Group. The Motley Fool Australia has recommended CSL, Cochlear, 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.

There are a lot of ASX shares to choose from on the Australian share market.

To narrow things down, let’s see what analysts at Morgans are saying about the three named below. Are they buys, holds, or sells?

Netwealth Group Ltd (ASX: NWL)

Morgans remains positive on this investment platform provider following its quarterly update.

However, it isn’t quite enough for a buy rating. The broker has put an accumulate rating and $29.00 price target on its shares. This compares to its current share price of $23.44.

Speaking about Netwealth, Morgans said:

NWL’s 3Q26 net-flows of $3.96bn came in modestly ahead of expectations, however market volatility during the period eroded this solid performance to see 3Q26 FUA ending the quarter flat QoQ at A$125.8bn, (vs. Consensus A$129.8bn). Despite ongoing volatility and uncertainty tied to a US/Middle East conflict and a potential resolution, market momentum has recovered from peak pessimism in the March Quarter, with the ASX All Ordinaries +5.6% month-to-date in April’26, which will have seen FUA growth momentum improve post quarter end.

Looking through this near-term volatility NWL remains on track deliver solid growth FY26F and well placed to capitalised on the long runway of opportunity ahead. We retain our ACCUMULATE rating, with a Price target of $29.00/sh.

PLS Group Ltd (ASX: PLS)

This lithium giant delivered a strong quarterly update with record production and lower than expected costs.

However, given its strong share price gains, Morgans has downgraded PLS’ shares to a trim rating with a $5.40 price target. This compares to its current share price of $6.14.

Commenting on the stock, Morgans said:

Record production +8% ahead of consensus expectations and costs -13% ahead of consensus expectations highlights PLS’ strong operating leverage. Strong cash build supports growth and potential shareholder returns. Move to a TRIM rating (previously HOLD) with a A$5.40ps target price. PLS is our preferred lithium exposure, but we see much of the near-term upside priced in and suggest selectively trimming positions.

Reliance Worldwide Corporation Ltd (ASX: RWC)

This plumbing parts company could be fairly valued according to Morgans. It has put a hold rating and $3.25 price target on its shares. This is largely in line with its current share price of $3.30.

Morgans notes that Reliance’s trading update was better than feared. It said:

RWC has reaffirmed all earnings guidance, including regional and group outlooks, for 2H26 and FY26. Against an uncertain global macro backdrop and the potential impact of higher oil prices stemming from the Middle East conflict, the trading update was better than feared. In relation to the expected impact from US tariffs, while there have been several changes since the 1H26 result in February, the anticipated impact on RWC’s earnings in FY26 and FY27 remains unchanged.

We make no changes to FY26 earnings forecasts but reduce FY27 and FY28 underlying EBITDA by 2%, reflecting a more modest earnings growth profile amid ongoing subdued housing conditions. Despite the adjustments to earnings forecasts, our target price increases to $3.25 (from $3.00), reflecting an uplift in our PE valuation multiple to 12x (from 11x) following the better-than-feared trading update. HOLD rating maintained.

The post Buy, hold, sell: Netwealth, PLS, and Reliance shares appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Capricorn Metals, PLS Group, Fortescue shares
• Why these ASX shares jumped 15%+ in April
• Top 10 ASX shares bought and sold in April
• 5 ASX All Ords shares downgraded by brokers this week
• Morgans tips 1 ASX mining share to rip — and 1 to avoid — in 2026

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 Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.