Category: Stock Market

The Guzman y Gomez Ltd (ASX: GYG) share price is in focus today after the company announced the decision to exit the US market, while lifting its Australia Segment EBITDA guidance.

What did Guzman y Gomez report?

• Exited the US market and ceased trading Chicago restaurants effective immediately
• Australia Segment underlying EBITDA for FY26 expected to be approximately $85 million, up 29% on prior year
• Planned 32 new restaurant openings in Australia this financial year
• One-off US exit costs expected to impact FY26 P&L by US$30–40 million, with cash outflows not exceeding US$15 million
• No expected impact on the final dividend for FY26

What else do investors need to know?

Guzman y Gomez decided to exit the US market after its business there failed to meet key financial performance targets, despite solid work by the local team. The board remains confident in the strength and future opportunity of its Australian business, supported by a robust pipeline of new sites.

International expansion efforts will now centre on master franchise partners in Singapore and Japan. Both partners are delivering strong sales growth, with Singapore recently opening its 24th restaurant. The company still believes disciplined global expansion remains possible in the right markets.

What did Guzman y Gomez management say?

Founder and Co-CEO Steven Marks said:

I have always been confident in the differentiation of our food and guest experience, however this was not translating to an improvement in sales momentum. Having spent the last 3 months in the US, I realised this was going to take significantly more time and capital than we had expected. In assessing the trajectory of the current network, the Board and I have concluded that the business is unlikely to deliver the performance that would justify continued investment of shareholder capital.

What’s next for Guzman y Gomez?

Looking ahead, the company is focusing its efforts and capital on expanding its successful Australian network, targeting continued strong growth and world-class economics. GYG’s long-term goal remains to reach 1,000 restaurants in Australia, with segment EBITDA at 10% of network sales.

GYG affirmed its commitment to international growth through established partners, especially in Asia, while taking a disciplined and strategic approach to entering any new markets in the future.

Guzman y Gomez share price snapshot

Over the past 12 months, Guzman y Gomez shares have declined 42%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

View Original Announcement

The post Guzman y Gomez exits US market, boosts Australia growth outlook appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Whilst many ASX shares enjoyed a stellar day yesterday in a rebounding market, there were also plenty hitting fresh 52-week lows. 

Three such companies hitting new yearly lows were: 

• Black Pearl Group Ltd (ASX: BPG) fell 9%
• Tamawood (ASX: TWD) fell 5% 
• GrainCorp (ASX: GNC) fell 0.4%

While holders of these shares will undoubtedly be worried about further drops, there is some upside potential according to experts. 

Here’s the latest guidance on these ASX shares hitting 52-week lows. 

Black Pearl Group

Black Pearl Group is a newly listed ASX small-cap stock. 

It is a data technology platform that develops and operates a lead prospecting and marketing product suite via its proprietary Pearl Engine platform and augmented large language model developed by BPG in 2022. 

The company transforms anonymous, unstructured web visits and data layers into identifiable prospects to significantly increase efficacy for SME ad/marketing spend by targeting prospects with a high intent to buy.

Since its initial listing, it has experienced some volatility and now sits at an all-time low of 50 cents per share. 

The combination of its small market cap and short life on the ASX can make it difficult to pinpoint fair value for prospective investors. 

However the team at Bell Potter are optimistic there are brighter days ahead. 

The broker has a speculative buy recommendation, and price target of $1.76. 

This implies a 250% upside from yesterday’s closing price. 

GrainCorp

GrainCorp is an agribusiness and processing company with a history spanning more than 100 years. The company operates the largest grain storage and logistics network in eastern Australia.

Its share price has fallen 34% in 2026 and hit fresh 52-week lows yesterday. 

Much of this decline came after its half-year results released earlier this month. 

GrainCorp reported underlying EBITDA of $136 million for the six months to 31 March 2026, down 33% from $202 million in the prior corresponding period.

Underlying net profit after tax fell 52% to $33 million. 

After such a sell-off in such a short period, investors may now be circling for a value play. 

However the team at Morgans is not certain of a rebound any time soon. 

The broker has a hold rating with a $5.62 price target.

GrainCorp shares closed yesterday at $4.71 per share. 

Tamawood

Tamawood engages in the design and construction of residential buildings. It deals with contract home construction, home design, and other associated activities in Australia.

It has fallen significantly over the last two weeks since the company announced its updated dividend of 11 cents per share. 

Since then, it has fallen over 15%, which included 5% yesterday. 

This stock could be in danger of falling further, as shrinking profit margins, a potentially unsustainably high dividend payout, and weak sentiment toward Australia’s housing and construction sector are all headwinds for the company right now. 

The post Which of these shares hitting 52-week lows can bounce back? appeared first on The Motley Fool Australia.

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

If you are looking for big returns, then Bell Potter thinks the ASX All Ords stock in this article could be worth considering.

It has just named the stock as a buy after its record result.

Which ASX All Ords stock?

The stock that Bell Potter is recommending to clients is Australian Agricultural Company Ltd (ASX: AAC).

It is a vertically integrated cattle and beef producer with operations across the entire supply chain across genetics, nutrition, pastoral operations, feedlots and processing.

Bell Potter was pleased with the ASX All Ords stock’s performance in FY 2026, noting that its record result was ahead of expectations. It said:

AAC reported FY26 Operating EBITDA up +23% YoY to $71.6m and ahead of our forecast of $69.2m. Key operating statistics of the result included: Operating results: Revenue of $422.1m was up +9% YoY (vs. BPe $426.7m). Operating EBITDA of $71.6m was up +23% YoY (vs. BPe $69.2m) and included $9m in flood costs, implying an underlying figure closer to $80.6m and implying +38% YoY growth. Liveweight (lwt) sold was down -2% YoY.

Revenue per Kg lwt was up +11% YoY (with meat pricing up +8% YoY and live pricing +17% YoY) and EBITDA per Kg lwt sold was up +25% YoY (+40% ex-flood impact). Cost of production per kg was up +1% YoY, with kilograms produced up +5% YoY. Statutory EBITDA of $208.9m, includes an unrealised favourable $128.6m movement in herd values.

Looking ahead, while demand for global beef is expected to remain strong, Bell Potter notes that the Middle East conflict is having a negative impact on costs. It adds:

Outlook: Qualitative comments include: (1) Global beef demand is expected to remain strong; (2) Headwinds which emerged in late FY26, may more meaningfully impact FY27e including the conflict in the Middle East (which is causing inflationary pressures in energy, transport and production).

Big potential returns

According to the note, Bell Potter has retained its buy rating on the ASX All Ords stock with a trimmed price target of $1.85 (from $1.95).

Based on its current share price of $1.31, this implies potential upside of 40% for investors over the next 12 months.

Commenting on its buy recommendation, Bell Potter said:

Our Buy rating remains unchanged. AAC delivered a record operating performance that was understated, due to the inclusion of $9m in flood related costs. While costs are currently experiencing inflationary pressure (grain and oil), continued strong pricing in core offshore markets, uplifts in grainfed cattle capacity (FY27-28e sales program) and a larger herd are reason for optimism in future periods.

The post Bell Potter says this ASX All Ords stock could rise 40% after record result appeared first on The Motley Fool Australia.

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

Share price falls can be uncomfortable, especially when they happen to businesses that once had much stronger market confidence.

But I do not think every fall should be treated the same way. Sometimes a falling share price points to a broken business. Other times, it reflects lower expectations, weaker near-term conditions, or a market that has become less willing to look through short-term uncertainty.

The three ASX 200 shares in this article have all had a difficult time and are down at least 45% over the last 12 months. But for patient investors, I think they are worth a closer look.

Temple & Webster Group Ltd (ASX: TPW)

The first ASX 200 share I think is worth watching is Temple & Webster.

The online furniture and homewares retailer has been hit by a tough consumer environment. That is understandable. Furniture is a discretionary category, and when households are under pressure, big-ticket home purchases can be pushed back.

However, I still think the long-term opportunity is attractive.

Temple & Webster is trying to win share in a large furniture, homewares, and home improvement market. Its online model gives it a broad product range, while its drop-shipping approach means it does not need to hold as much inventory as a traditional retailer.

Its recent trading update showed the business is responding to weaker consumer confidence by rebalancing growth and profit. Management pointed to margin initiatives, supplier support, a different promotional approach, and slower fixed cost growth. April was also described as the most profitable April in the company’s history.

That does not remove the consumer-cycle risk. But it does suggest the business has more flexibility than some investors may have feared.

If consumer conditions improve over the next few years, Temple & Webster could benefit from both market recovery and the longer-term shift toward online furniture buying.

Telix Pharmaceuticals Ltd (ASX: TLX)

Telix is a very different type of opportunity.

This is a radiopharmaceuticals business focused on cancer imaging and treatment. It has already built a meaningful commercial business, with its 2025 group revenue of US$804 million, up 56% year on year, and first quarter 2026 revenue of US$230 million, up 24% on the prior corresponding period.

But I think the bigger point is the platform Telix is building.

The company is not just selling one product into one market. It is developing a broader radiopharmaceutical business across precision medicine, manufacturing, commercial distribution, and therapeutic pipeline opportunities.

That creates risk, of course. Clinical programs can disappoint, regulatory timelines can shift, and investor expectations can move around quickly. Telix is not a low-risk healthcare stock.

But I can see why patient investors may still find it interesting after its share price weakness. Cancer imaging and targeted treatment are large areas of need, and Telix is trying to build a global position in a specialised part of healthcare.

If it can keep growing its commercial base while advancing its pipeline, the company could look much larger in five to 10 years.

Cochlear Ltd (ASX: COH)

Cochlear has also had a painful period. The hearing implant leader recently reduced its FY26 underlying profit guidance after softer developed-market conditions, uncertainty in the Middle East, lower gross margins, cost-base reshaping expenses, and currency headwinds.

That is clearly not what investors wanted to see.

However, I do not think the long-term healthcare need has disappeared. Cochlear remains a global leader in implantable hearing solutions, and the adult and seniors segment still looks like a major growth opportunity over time.

The company also continues to invest in new products, digital capability, and long-term market development. Its update noted strong Services revenue growth and progress across its product pipeline, including next-generation implants and a totally implantable cochlear implant.

Near-term demand can be lumpy. Hospital capacity, referrals, reimbursement, and consumer confidence can all affect the timing of procedures. But hearing loss is a serious health issue, and ageing populations should support long-term demand.

For investors who can look past a difficult FY26, Cochlear may be a higher-quality business going through a rough patch rather than a company with a permanently weaker future.

Foolish takeaway

Smashed share prices can be dangerous, so I would not buy any of these ASX 200 shares blindly.

Temple & Webster depends on consumer spending, Telix carries clinical and regulatory risk, and Cochlear is working through a tough earnings reset.

But that is also why they are interesting. Expectations have changed, confidence has been tested, and the market is no longer pricing them as easy winners. For patient investors, that can be the moment to start paying closer attention.

The post These ASX 200 shares have been smashed. I think patient investors should pay attention 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 Cochlear, Telix Pharmaceuticals, and Temple & Webster Group. The Motley Fool Australia has recommended Cochlear, Telix Pharmaceuticals, 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.

The good news for Aussie growth investors is that there is no shortage of options to choose from on the local market.

But with so much choice it can be hard to decide which ones to buy over others.

To narrow things down, let’s take a look at two ASX growth shares that experts are tipping as buys this week, courtesy of The Bull.

Here’s what they are recommending to investors:

Sigma Healthcare Ltd (ASX: SIG)

The team at Morgans is bullish on Sigma Healthcare and has named it as an ASX growth share to buy this week. Sigma Healthcare is the company behind the dominant Chemist Warehouse business.

Morgans was pleased with the company’s decision to expand into the larger UK market. The broker believes that this move could underpin an even quicker store expansion strategy.

Commenting on its recommendation, the broker said:

Sigma Healthcare is a wholesale distributor of pharmaceutical goods and medicines. Following the merger with Chemist Warehouse to create a leading healthcare franchisor, Sigma recently announced it had signed a memorandum of understanding with Greenlight Healthcare that will launch the Chemist Warehouse brand in the UK market. Sigma will acquire a 75 per cent interest in a number of stores.

Chemist Warehouse has averaged opening 33 new stores per annum over the past five years, but this international expansion could expedite growth. SIG is a first class operator that’s likely to continue its impressive growth track record into the future.

WiseTech Global Ltd (ASX: WTC)

Over at Dolphin Partners Financial Services, its team has named WiseTech Global as an ASX growth share to buy this week.

It is the logistics solutions technology company behind the popular CargoWise platform.

Dolphin Partners Financial Services notes that the company’s shares have come under pressure due to artificial intelligence disruption concerns.

It highlights that this has left WiseTech Global shares trading at a deep discount to most broker price targets. As a result, now could be an opportune time to snap them up. It explains:

WiseTech develops and provides software solutions to the global logistics industry. The company recently reaffirmed EBITDA and margin guidance for fiscal year 2026. WTC wasn’t immune to the recent sharp sell off in technology stocks due to potential artificial intelligence disruption. Most broker forecasts are at a significant premium to the recent share price.

The post Experts name 2 ASX growth shares to buy this week appeared first on The Motley Fool Australia.

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

Australian investors do not need to rely only on local shares to build wealth.

There are now plenty of exchange traded funds (ETFs) that provide exposure to global markets, major technology trends, and high-quality international businesses with a single trade.

Here are three ASX ETFs that could be worth a closer look.

Betashares Nasdaq 100 ETF (ASX: NDQ)

The Betashares Nasdaq 100 ETF remains one of the most straightforward ways for ASX investors to gain exposure to some of the world’s leading growth companies.

Rather than focusing on one narrow theme, this fund gives investors access to a broad group of major Nasdaq-listed businesses across technology, communication platforms, consumer services, and healthcare.

That could be important because many of the biggest long-term winners in global markets have come from companies that can scale quickly, reinvest heavily, and expand across borders.

Artificial intelligence, cloud computing, digital advertising, ecommerce, software, and semiconductors are all represented in different ways inside the fund. This gives investors exposure to several powerful growth drivers without needing to pick a single winner.

The Betashares Nasdaq 100 ETF can be volatile, particularly when investors become more cautious on growth shares. But for those willing to accept the ups and downs, it offers a simple way to access many of the businesses shaping the global economy.

Betashares Global Quality Leaders ETF (ASX: QLTY)

Another ASX ETF worth watching is the Betashares Global Quality Leaders ETF.

This fund focuses on global companies with quality characteristics. That typically means businesses with strong balance sheets, high profitability, and the ability to generate consistent returns through different market conditions.

This approach can make sense for long-term investors. Quality companies often have the financial strength to keep investing when conditions are tougher, defend their market positions, and compound earnings over time.

The Betashares Global Quality Leaders ETF is not about chasing the most speculative parts of the market. Instead, it gives investors exposure to a diversified basket of established global businesses that have already proven their resilience. This includes NVIDIA (NASDAQ: NVDA), L’Oreal (FRA: LOR), and Hermes International (FRA: HMI).

That does not mean it will avoid market weakness. Global share markets can still fall, and quality companies can become expensive when investors crowd into them. But over the long run, a disciplined focus on financially strong businesses can be a powerful investment style.

For investors wanting international exposure with a quality tilt, it could be a useful ETF to keep on the radar.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

A third ASX ETF to look at is the Betashares Asia Technology Tigers ETF.

This ETF gives investors exposure to some of the leading technology companies across Asia. That includes businesses involved in ecommerce, digital payments, online entertainment, semiconductors, and internet platforms. Examples are Baidu (NASDAQ: BIDU), Tencent Holdings (SEHK: 700), and PDD Holdings (NASDAQ: PDD).

Asia remains home to some of the world’s most dynamic digital economies. And rising incomes, large populations, mobile-first consumers, and ongoing investment in technology infrastructure can all support long-term growth.

The Betashares Asia Technology Tigers ETF is more concentrated than a broad global ETF, so investors should expect higher volatility. Regulatory shifts, currency movements, and changing sentiment toward Asian technology shares can all have a meaningful impact.

Even so, the fund offers access to a part of the global technology market that ASX investors may otherwise have limited exposure to. For those comfortable with the risks, this fund provides a targeted way to tap into the region’s digital growth story.

The post 3 ASX ETFs that could help investors tap into global growth appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF and Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF and Nvidia. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Every blue chip starts somewhere.

Before a company becomes a market heavyweight, it usually spends years building scale, proving its business model, and earning investor confidence.

Not every growth share will make that transition. But some ASX companies already have the ingredients: strong market positions, large addressable markets, and room to keep expanding.

Here are three ASX shares that could become much larger over time.

Hub24 Ltd (ASX: HUB)

Hub24 has become one of the clearest winners from the shift in wealth management technology.

The company operates an investment platform used by financial advisers and their clients. These platforms help manage portfolios, reporting, administration, and access to investment products.

The reason Hub24 stands out is that it is operating in a market that still has room to modernise. Advisers continue to move away from older platforms, and the growth of Australia’s superannuation and investment pool provides a strong backdrop.

It is already a high-quality business. If it keeps winning market share, Hub24 could become an even more important part of Australia’s wealth management infrastructure.

Life360 Inc (ASX: 360)

Life360 is an ASX share building a global consumer platform around safety and connection.

Its app helps families stay connected through location sharing, driving insights, emergency assistance, and related services. That gives the company a regular place in users’ daily lives, which is valuable for any subscription-based platform.

The next stage of the story is monetisation. Life360 already has a large user base. The opportunity is to increase the value of that base by converting more users to paid plans and adding services that make the platform harder to leave.

This gives the company more than one way to grow. It can add users, increase subscription penetration, lift revenue per user, grow its advertising revenue, and expand its product offering.

The business is still relatively young compared with established ASX blue chips. But if it continues scaling globally, Life360 could look very different in a decade.

Megaport Ltd (ASX: MP1)

Megaport is another ASX share with a much larger opportunity than its current size suggests.

The company provides on-demand network connectivity, allowing businesses to connect to cloud providers, data centres, and digital infrastructure more flexibly.

That role is becoming more important as companies use multiple cloud platforms and need faster, more adaptable infrastructure.

The opportunity has also widened following Megaport’s acquisition of Latitude.sh. This expands the company beyond connectivity and into compute infrastructure, giving it exposure to more of the digital infrastructure stack.

Cloud computing, artificial intelligence, and data-heavy applications all need fast, flexible infrastructure behind them. Megaport is trying to build a platform that sits closer to that demand.

If it gets that right, Megaport has the potential to become a much larger ASX technology business.

The post  3 ASX shares that could be future blue chips appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Life360 and Megaport. 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.

I think long-term investing becomes a lot easier when the focus shifts away from what a share price might do next month and towards what a business could look like in a decade.

The market can be noisy in the short term. Interest rates, inflation, consumer confidence, earnings downgrades, and global events can all move share prices around quickly.

But over 10 years, I think business quality, growth options, balance sheet strength, and management execution tend to do far more of the heavy lifting.

Two ASX 200 shares I think look interesting for that kind of timeframe are named in this article.

Xero Ltd (ASX: XRO)

The first ASX 200 share I would be happy to buy for the next decade is Xero.

Xero has already built a strong position in small business accounting software, but I do not think the opportunity ends there.

To me, the bigger picture is that Xero can become more important to small businesses over time. Accounting is the starting point, but the platform can also help with invoicing, payroll, payments, tax, reporting, cash flow, and financial decision-making.

That gives Xero a lot of ways to deepen its relationship with customers.

Small business owners do not usually want more admin. They want tools that save time, reduce mistakes, and help them understand how their business is performing. Xero is well placed for that because its software sits close to the financial heartbeat of a business.

I also think artificial intelligence (AI) could become a useful tailwind over time. I am not expecting AI to magically transform the company overnight. But over the next decade, automation could make Xero’s products more valuable by helping customers with tasks such as reconciliation, forecasting, document handling, reminders, and simple business insights.

The US opportunity is another reason I like the stock. Xero is already a much larger business than it used to be, but its global runway still looks meaningful. Expanding in the United States will not be easy, given the competitive landscape. But if Xero can keep improving its product and growing its brand, I think it could be a materially larger company in 10 years.

Goodman Group (ASX: GMG)

Another ASX 200 share I would consider buying for the long term is Goodman.

Goodman has been one of the more impressive ASX 200 growth stories over the years, and I think its opportunity has evolved in an interesting way.

The company is best known for industrial property, including logistics facilities that support ecommerce, supply chains, and modern distribution networks. That part of the business still looks attractive to me. Companies need well-located, efficient space close to customers, transport routes, and major cities.

But I think Goodman’s data centre opportunity could be the bigger long-term driver.

The growth of cloud computing, AI, streaming, digital services, and enterprise software is creating huge demand for data centre infrastructure. These facilities need more than just land. They need the right locations, planning capability, capital, customers, and access to power.

That is where Goodman’s skill set could be valuable. This is not a low-risk opportunity. Data centres can be capital-intensive, and expectations for Goodman are already high. If growth disappoints, the share price could be vulnerable.

But I like that Goodman is not chasing a short-term trend from a standing start. It already has deep property expertise, global relationships, and a long record of developing high-quality assets in constrained locations.

Foolish takeaway

I would not expect either of these ASX shares to move in a straight line over the next decade. In fact, I would be surprised if they did.

Xero and Goodman both trade on expectations of growth, and that can make them sensitive to market mood. But I think both businesses are exposed to changes that could keep playing out for many years.

For patient investors, that is the kind of setup I like. The next 12 months may be uncertain, but a decade gives quality businesses time to reinvest, adapt, and become much larger than they are today.

The post 2 ASX 200 shares I’d buy for the next 10 years 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 Goodman Group and Xero. The Motley Fool Australia has positions in and has recommended Xero. 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.

ASX dividend shares can be a useful source of passive income, particularly when they have strong market positions, healthy cash generation, and room to keep rewarding shareholders.

With that in mind, here are two top ASX dividend shares that brokers think could be in the buy zone this month:

Dicker Data Ltd (ASX: DDR)

Dicker Data is an ASX dividend share that has built a strong position in the technology distribution market.

The company distributes hardware, software, cloud, cybersecurity, and other technology products for many of the world’s largest vendors. This gives it exposure to the ongoing digital investment needs of businesses across Australia and New Zealand.

One positive with Dicker Data is the essential nature of its role in the technology supply chain. Vendors rely on the company to reach resellers, while resellers use its platform, product range, and support to serve business customers.

This has helped Dicker Data generate solid earnings and cash flows over the years. It also has a history of paying regular dividends, which has made it a popular name with income-focused investors.

The technology sector can still be cyclical, particularly when businesses delay spending or margins come under pressure. But over the long run, demand for cloud, security, networking, and enterprise technology should continue to support the company’s market opportunity.

UBS is bullish on the company and has a buy rating and $11.30 price target on its shares.

As for dividends, the broker is forecasting fully franked dividends of 47 cents per share in FY 2026 and then 51 cents per share in FY 2027. Based on its current share price of $8.91, this equates to dividend yields of 5.3% and 5.7%, respectively.

Flight Centre Travel Group Ltd (ASX: FLT)

Flight Centre may not be the first name investors think of for dividends, but it has the potential to become an attractive income option as travel conditions normalise.

The company is one of the best-known travel businesses on the ASX, with exposure to both leisure and corporate travel. While the leisure side remains important, the corporate travel division has become a key part of the investment case.

Corporate travel can provide repeat business, scale benefits, and a stronger platform for earnings growth if travel activity continues to recover. Flight Centre has also spent recent years reshaping its cost base and improving the efficiency of its operations.

This means that as revenue grows, there is scope for a greater portion of that improvement to flow through to earnings. Stronger profits can then support higher dividends, provided management remains comfortable with the balance sheet and outlook.

Morgans is a fan of the company and recently put a buy rating and $14.50 price target on its shares.

As for income, the broker is forecasting fully franked dividends of 41 cents per share in FY 2026 and then 47 cents per share in FY 2027. Based on its current share price of $9.88, this would mean dividend yields of 4.1% and 4.75%, respectively.

The post 2 buy-rated ASX dividend shares to buy for 4% to 5% yields appeared first on The Motley Fool Australia.

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

When a stock surges 30% in two trading sessions, most investors assume they missed their opportunity.

In the case of Catapult Sports Ltd (ASX: CAT), however, the recent rally may be the beginning of a much longer re-rating.

The sports technology company just delivered its strongest full-year result in its listed history.

The numbers behind the business tell a story that deserves far more attention than it has received.

What Catapult actually does

Catapult provides performance analytics, athlete monitoring, video analysis, and scouting intelligence to professional sports teams around the world.

Think GPS wearables tracking player movement, heart rate, and workload during training and matches, combined with video analysis tools that help coaches and analysts break down tactics and opponent patterns.

The company counts more than 3,800 professional sports teams across 40 sports and 100 countries as customers, including teams in the NFL, NBA, EPL, and AFL.

Critically, once a team integrates Catapult’s systems into its training environment, switching costs are extremely high.

Customer retention sits above 96%, a figure that reflects just how embedded the platform becomes in a team’s daily operations.

The FY2026 result

The full-year result released this week was outstanding.

Catapult delivered record revenue of US$140.7 million, up 19% in constant currency, alongside a 67% jump in management EBITDA to US$24.7 million.

Annualised Contract Value (ACV), the key forward-looking metric for a subscription business like Catapult, grew 28% in constant currency to US$133.8 million.

The company added 576 new professional teams during the year and pushed its average ACV per professional team above US$30,000 for the first time, up 10% year-on-year.

Contribution margin expanded from 49% to 53%, and operating profit margin improved from 13% to 18%, reflecting the powerful operating leverage emerging as the business scales.

CEO Will Lopes said:

FY26 was a transformational year for Catapult. We set ourselves ambitious targets: maintain our organic growth rate, reinvest meaningfully in our platform, and stay focused through a period of significant M&A. We delivered on all of them.

What Bell Potter thinks

Bell Potter responded immediately to the result with an upgraded price target of $4.65, up from $4.50, while retaining its buy rating.

The broker stated:

FY26 management EBITDA, the key earnings metric, of US$24.7 million was 8% above our forecast of US$23.0 million and 10% above consensus of US$22.4 million. Notably, the guidance was 50% growth and it came in at 67%.

Bell Potter added that FY2027 guidance for ACV growth of 27% to 28% in constant currency and EBITDA growth of approximately 50% year on year underpins its confidence in the stock.

In addition, Catapult enters FY2027 in a strong financial position, with no debt and free cash flow of US$6.5 million.

This should give it the flexibility to continue investing in product innovation and bolt-on acquisitions.

The bigger picture

The global sports analytics market is still in its early stages of adoption.

Most professional teams globally have not yet deployed the full suite of performance analytics tools that Catapult offers.

What’s more, the company’s land-and-expand model means that each new customer relationship has the potential to grow substantially over time as teams add more modules and products.

Lastly, the AI integration roadmap that Catapult outlined at its strategy session earlier this year points to a new generation of products that could meaningfully increase the value the platform delivers to each customer.

Foolish takeaway

Catapult Sports is not a cheap stock on traditional metrics, and the recent share price surge has compressed the margin of safety somewhat.

However, for investors who can look past the short-term valuation debate and focus on the quality of the underlying business, the compounding growth in contracted revenue, and the size of the untapped market opportunity, Catapult Sports may be one of the more interesting ASX small-caps in the technology sector today.

The post Why this ASX small-cap could be the most interesting tech stock on the ASX right now appeared first on The Motley Fool Australia.

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