Category: Stock Market

March is already shaping up to be an interesting month for ASX investors.

With earnings season behind us and the ASX 200 hovering near record territory, I’m not looking to make bold short-term calls. Instead, I’m focusing on high-quality businesses that I’d be comfortable owning through market ups and downs.

Here are five ASX 200 shares I’d buy in March and hold with confidence.

Commonwealth Bank of Australia (ASX: CBA)

CBA shares are rarely cheap, but there’s a reason for that.

In its half-year results last month, the big four bank continued to demonstrate why it commands a premium to its peers. In addition, its scale, digital capability, and deposit franchise give it structural advantages in the Australian banking market. While the broader banking sector can be cyclical, CBA has consistently delivered strong returns on equity and disciplined capital management.

If I want exposure to the financial sector, I’m happy to pay up for quality rather than chase a lower multiple elsewhere.

ResMed Inc. (ASX: RMD)

ResMed remains one of my favourite ASX 200 growth shares.

Sleep apnoea is significantly underdiagnosed worldwide, and ageing populations only strengthen the long-term demand outlook. ResMed’s connected ecosystem, strong cash generation, and ongoing product innovation make it more than just a device manufacturer.

For investors looking beyond the next quarter and into the next decade, I think this is a compelling healthcare compounder.

Wesfarmers Ltd (ASX: WES)

Wesfarmers is not exciting, but it is disciplined.

With exposure to Bunnings, Kmart, Officeworks, and an expanding industrial and lithium portfolio, Wesfarmers combines defensive retail earnings with long-term growth optionality. Management has a strong track record of capital allocation, and the group’s balance sheet provides flexibility.

If volatility increases, I like having a diversified operator like Wesfarmers in the portfolio.

Hub24 Ltd (ASX: HUB)

Hub24 continues to benefit from structural growth in superannuation and the shift toward professional financial advice.

As funds under administration grow, operating leverage can kick in. Platform businesses with recurring revenue and scalable models often become powerful long-term compounders.

It may not be the cheapest stock on the ASX 200, but for investors seeking growth exposure in financial services, I think it remains attractive.

Telstra Group Ltd (ASX: TLS)

Another ASX 200 share that I think is worth considering is Telstra.

Its mobile business continues to deliver strong earnings growth, and its dividend remains attractive, with approximately 90% franking. I also like Telstra due to its cost discipline and defensive qualities. Connectivity remains an essential service regardless of economic conditions.

In a market trading near record highs, I like balancing growth names with reliable income generators.

Foolish takeaway

There’s no single perfect stock to buy in March. But if I were building or adding to a portfolio today, I’d be comfortable allocating capital across these ASX 200 shares.

Together, I believe they offer a blend of growth, resilience, and income that I think makes sense in the current environment.

The post 5 top ASX 200 shares I’d buy in March appeared first on The Motley Fool Australia.

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• What are analysts saying about CAR, Wesfarmers, and Xero shares?
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• 3 of the best blue chip ASX shares I’d buy in March
• 3 ASX ETFs for a stress-free start to investing
• The $10,000 ASX share portfolio I’d build for a 25-year-old today

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

In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is on course to start the week with a decline. At the time of writing, the benchmark index is down 0.5% to 9,154.6 points.

Four ASX shares that are not letting that hold them back are listed below. Here’s why they are rising:

Ampol Ltd (ASX: ALD)

The Ampol share price is up 2% to $28.79. This follows the release of an update on its proposed acquisition of EG Australia. It revealed that the ACCC has competition concerns with 54 EG Australia sites. It adds: “Ampol and EG have an opportunity to respond to the matters raised by the ACCC and, under the current timeframe, the ACCC must issue a determination by 5 June 2026. Ampol remains confident in its position and will continue to work constructively with the ACCC to address the issues identified.”

Electro Optic Systems Holdings Ltd (ASX: EOS)

The EOS share price is up 7% to $9.60. This morning, this ASX defence stock announced that it has secured new remote weapon system (RWS) orders valued at approximately $17 million. It notes that the largest component is a US$12 million order for R400 RWS units from an established Middle Eastern government customer. The company also revealed that it has finalised a $100 million two-year secured term loan facility. This will support growth across the business, provide additional working capital, and help fund payments related to the acquisition of MARS.

Lynas Rare Earths Ltd (ASX: LYC)

The Lynas share price is up 5% to $20.00. This has been driven by news that Lynas has received a letter from the Malaysian Department of Atomic Energy confirming that the Lynas Malaysia operating licence has been renewed for 10 years. The company’s CEO, Amanda Lacaze, said: “Lynas welcomes the longer licence term which provides greater investment certainty for Lynas and for our rare earths supply chain partners and customers. On behalf of all Lynas employees, we thank the Malaysian Government for its attention to this matter and its support for the rare earths industry in Malaysia.”

Woodside Energy Group Ltd (ASX: WDS)

The Woodside share price is up 4.5% to $29.60. Investors have been buying Woodside and other ASX energy shares on Monday after war in the Middle East sent oil prices racing higher. According to Bloomberg, in Asian trade, both Brent crude oil and WTI crude oil prices have jumped over 5.5%. Some analysts believe oil prices could creep towards US$100 a barrel if the war drags on.

The post Why Ampol, EOS, Lynas, and Woodside shares are roaring higher today appeared first on The Motley Fool Australia.

More reading

• 5 of the best ASX 200 stocks to buy and hold in February revealed
• EOS shares leap 13% as investor confidence returns
• Santos and Woodside shares surging higher on Monday as oil price in focus amid Iran strikes
• Buy, hold, sell: CSL, TechnologyOne, and Woodside shares
• Ampol updates investors as ACCC narrows focus on EG Australia deal

Motley Fool contributor James Mickleboro has positions in Woodside Energy Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Electro Optic Systems. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Michael Hill International Ltd (ASX: MHJ) are pushing higher after the jewellery retailer released its half-year results.

In midday trade, the Michael Hill share price is up 2.27% to 45 cents. Earlier in the session, the stock reached 46.5 cents, a 12-month high and a 5.68% gain on the day.

The shares are now up almost 35% in 2026.

Here is what the company reported.

Earnings growth returns

For the 26 weeks ended 28 December 2025, Michael Hill delivered comparable EBIT of $31 million. This reflects an increase of 28.6% on the prior corresponding period.

Group revenue increased 3% to $371 million, supported by positive performances in Australia and Canada and a return to growth in New Zealand. Same-store sales rose 3.8% across the group.

Gross margin was broadly steady at 61.2%, compared to 61.3% a year earlier. Management said higher gold and silver input costs were largely offset by improved product mix and disciplined pricing.

Reported EBIT came in at $38.9 million, compared to $32.4 million in the prior half. The difference between comparable and reported EBIT primarily reflects lease accounting impacts under AASB 16.

Balance sheet strengthens, inventory reduced

Inventory declined by $11.3 million to $201.9 million during the half. Net cash at period end stood at $20.7 million, compared to a net debt position of $9.8 million a year earlier. That represents a $30.5 million improvement.

The company said it refinanced its existing debt facility on improved terms and continued to focus on working capital discipline.

The store network reduced to 285 locations across Australia, Canada, and New Zealand, down from 294 at the end of FY25 H1.

No interim dividend declared

The board has elected not to declare an interim dividend for the half year.

However, management indicated it intends to return to dividends at the full-year result, subject to trading conditions.

Trading update shows continued momentum

Michael Hill also provided an update for the first 8 weeks of the second half of FY26.

Group sales are up 4.5%, with same-store sales increasing 6% year-on-year.

Looking at a regional basis:

• Australia same-store sales up 6.5%
• Canada up 13%
• New Zealand up 7.1%

Management also cited solid trading across Valentine’s Day and Lunar New Year periods.

Foolish Takeaway

The latest result shows improving profitability, stronger cash generation, and better inventory management. While revenue growth remains modest, margin resilience and cost discipline appear to be supporting earnings growth.

With shares at a 12-month high, attention now turns to whether trading momentum continues into the second half.

The post Michael Hill shares hit 12-month high after first-half profit jump appeared first on The Motley Fool Australia.

More reading

• 35 ASX All Ords shares with ex-dividend dates next week

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

The S&P/ASX 200 Index (ASX: XJO) is starting the week in the red. In afternoon trade, the benchmark index is down 0.55% to 9,146.2 points.

Four ASX shares that are falling more than most today are listed below. Here’s why they are dropping:

Brainchip Holdings Ltd (ASX: BRN)

The Brainchip share price is down 9.5% to 14 cents. This struggling semiconductor company’s shares have come under pressure again since the release of its full-year results last week. It was another disappointing release, with Brainchip reporting revenue of US$1.9 million and a massive operating loss of US$21.7 million for the 12 months. Investors appear to be doubting whether Brainchip will ever gain any meaningful commercial traction given how it is competing with companies that have R&D budgets that dwarf its own.

Fortescue Ltd (ASX: FMG)

The Fortescue share price is down 4% to $20.24. This has been driven by the iron ore giant’s shares going ex-dividend this morning for its latest payout. Last month, Fortescue released its half-year results and reported a 23% increase in net profit after tax to US$1.9 billion. This allowed the Fortescue board to increase its fully franked interim dividend by 24% to 62 Australian cents per share. Eligible shareholders can now look forward to receiving this dividend later this month on 30 March.

Qantas Airways Ltd (ASX: QAN)

The Qantas share price is down 6% to $9.36. This appears to have been driven by war in the Middle East after the US struck Iran. And with Iran retaliating against its neighbours, this could impact travel demand in the near term. In addition, it is expected to cause oil prices to spike. And given how fuel is an airline’s biggest operating cost, this could have a negative impact on its second-half earnings. A number of other ASX travel stocks are trading lower today in response to the news.

Westpac Banking Corp (ASX: WBC)

The Westpac share price is down 3% to $41.22. This is despite there being no news out of Australia’s oldest bank. However, it is worth noting that all of the big four banks are trading lower today. This could have been driven by profit-taking from some investors after strong gains were recorded in the sector in February. This has seen the S&P/ASX 200 Financials index tumble by 2.7% on Monday afternoon.

The post Why Brainchip, Fortescue, Qantas, and Westpac shares are dropping today appeared first on The Motley Fool Australia.

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• 2 great ASX 200 blue-chip shares I’d buy right now
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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.

The S&P/ASX 200 Index (ASX: XJO) gained a healthy 3.7% in February, with plenty of thanks to these top-performing ASX 200 stocks.

From market close on 30 January through to the closing bell on 27 February, these stocks delivered gains of 17% to more than 27%.

So, which companies were the ones to buy at the end of January and own throughout February?

I’m glad you asked!

ASX 200 stocks leaping higher in February

At the top of my list for February, we find Lynas Rare Earths Ltd (ASX: LYC).

The Lynas Rare Earths share price gained an impressive 27.4% over the month just past, closing at $18.98.

The ASX 200 stock enjoyed a big boost after reporting its half-year results (H1 FY 2026) last week. Highlights included a 62.7% year-on-year increase in revenue for the six months to $413.7 million. And on the bottom line, Lynas’ net profit after tax (NPAT) of $80.2 million was up 1,259% from H1 FY 2025.

Rival rare earths miner Iluka Resources Ltd (ASX: ILU) also shot the lights out in February. If you’d bought the ASX 200 stock at the end of January and sold at market close on 27 February, you’d have booked a gain of 25.9%.

The critical minerals miner reported its full-year results on 18 February. Although mineral sands revenue of $976 million was down 13.5% year on year, investors bid up the stock amid expectations of declining costs and capital expenditures in 2026, and a stronger outlook for mineral sands and rare earths markets.

PLS Group Ltd (ASX: PLS) – formerly known as Pilbara Minerals – was another top stock to own in February. PLS shares closed the month up 21%.

The ASX lithium miner released its half-year results on 19 February. Highlights included a 47% year-on-year increase in revenue to $624 million. And PLS swung to a NPAT of $33 million, up from a $69 million loss in the prior corresponding half year.

Moving away from the ASX 200 mining stocks for a moment, Ramsay Health Care Ltd (ASX: RHC) shares gained an impressive 18.5% in February.

Australia’s biggest private hospital operator reported its H1 FY 2026 results on 26 February. Ramsay reported a 9.7% year-on-year increase in revenue from contracts with customers to $9.34 billion. And NPAT of $160.7 million was up from a $104.9 million loss in 1H FY 2025.

Which brings us back to the Aussie miners.

Buoyed by the ongoing strength in the global gold price and its half-year results release on 19 February, Regis Resources Ltd (ASX: RRL) shares gained 17.1% over the month just past.

In H1 FY 2026, the ASX 200 gold stock achieved a 40% year-on-year increase in half-year gold sales revenue to $1.09 billion. NPAT of $323 million was up 73% from H1 FY 2025.

Honourary mentions

Two of best known names on the index, which includes the biggest ASX 200 stock by market cap, also shot the lights out over the month just past on the back of their own strong earnings results.

Woolworths Group Ltd (ASX: WOW) shares gained an impressive 16.4% in February.

And the BHP Group Ltd (ASX: BHP) share price surged 15.5%, which saw the Aussie mining giant reclaim its title as the top-listed Australian stock from Commonwealth Bank of Australia (ASX: CBA).

Quite a month!

The post 5 of the best ASX 200 stocks to buy and hold in February revealed appeared first on The Motley Fool Australia.

More reading

• Why Ampol, EOS, Lynas, and Woodside shares are roaring higher today
• The PLS Group share price has soared 150% in a year. Is it still a buy in March?
• Lynas Rare Earths shares: Malaysia licence renewed for 10 years
• What is Morgans saying about Ramsay Healthcare and Karoon Energy shares?
• Which ASX 200 mining shares raised their dividends this earnings season?

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. The Motley Fool Australia has positions in and has recommended Woolworths Group. 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.

Defence stocks are in focus at the moment for a number of reasons.

There’s the obvious with the US and Israel launching strikes on Iran over the weekend, but there’s also a longer-term trend for countries around the world to increase the share of spending they are attributing to defence, all of which bodes well for Australian defence stocks.

One company which arguably stands to benefit is AML3D Ltd (ASX: AL3), which is focused on the manufacture and sale or lease of its Arcemy 3D printing modules.

The company recently released its first half results, with revenue slipping 30% to $3.3 million, and the net loss increasing 65% to $4.9 million.

Order book looking strong

This might not sound amazing on the face of it, but the company also said it had an order book of $16.5 million, with $3.25 million of that recognised as revenue in the first half, with delays around raw materials and the extension of timelines pushing revenues into the second half of the year.

The company said in its first half report it was making good inroads in the defence sector.

AML3D is continuing to diversify its customer base to include core U.S. Defence contracts and expanding into new industrial manufacturing markets. The 1H26 ARCEMY contract with FasTech, a supplier to the Defense and civil industry, is a good example of leveraging AML3D’s success supporting the U.S. Navy Maritime Industrial Base (MIB) to broaden into additional markets. This contract builds on the delivery of a custom ARCEMY X system to the Tennessee Valley Authority, the largest federally owned Utility in the US, during 1H26.

AML3D said it also had ambitions to grow in Europe, “to build on the momentum generated by an initial order for materials testing from BAE Systems in the UK”.

The company added:

The expansion into additional Defence and industrial manufacturing markets in the U.S. and entry into Europe represent the next phase of AML3D’s growth strategy. They will be underpinned by AML3D’s plans to invest in a more than doubling of the capacity in our U.S. operations and the establishment of a European Technology Centre.

AML3D shares looking cheap

The team at Shaw and Partners had a look at the first half result and they like what they see.

They have a price target of 40 cents per share on AML3D shares and say near term earnings are not that important, as their valuation, “is driven by long-term sales exceeding A$100 million”.

AML3D shares are currently changing hands for just 17.7 cents.

The company was valued at $82.9 million at the close of trade on Friday.

The post This under the radar ASX defence company could more than double in value, a broker says appeared first on The Motley Fool Australia.

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• Star Entertainment Group reports a loss but says improvements are in the wings
• What are analysts saying about CAR, Wesfarmers, and Xero shares?
• The PLS Group share price has soared 150% in a year. Is it still a buy in March?
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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Electro Optic Systems Holdings Ltd (ASX: EOS) are charging higher on Monday after the defence technology company delivered two significant updates to the market.

In late morning trade, the EOS share price is up 13.03% to $10.15. Earlier in the session, the stock climbed as high as $10.49.

The rally continues a powerful rebound. EOS shares are now up around 40% in the past week and have doubled from the $5.05 level reached just weeks ago after a short-seller report from Grizzly rattled sentiment.

Here is what the company announced.

Fresh orders add to revenue visibility

In its first release, EOS revealed it has secured new remote weapon system (RWS) orders valued at approximately $17 million.

The largest component is a US$12 million order for R400 RWS units from an established Middle Eastern government customer. Delivery of these systems and related support is expected across 2026 and 2027.

EOS also confirmed an initial R800 RWS order for India, valued at between $1 million and $2 million. The order includes engineering services and trial support.

Importantly, the Indian contract marks EOS’ first sale into India’s defence sector. The company noted that its prime contractor is competing to supply more than 130 systems. While there is no guarantee of follow-on work, management sees potential for additional orders following platform integration and trials in 2026 and 2027.

Alongside the contract wins, EOS provided a broader market update. It highlighted a recently announced US$35 billion defence industry co-operation agreement between the UAE and South Korea.

EOS has been engaged in discussions during 2025 and early 2026 to support UAE-based manufacturing of its RWS products for counter-drone requirements across the UAE and Korea.

The company also reiterated that ongoing military conflict in the Middle East may accelerate demand for advanced defence systems, including counter-drone capabilities and high-energy laser products such as its Apollo platform.

$100 million funding facility finalised

In a second announcement, EOS confirmed the finalisation of a $100 million 2-year secured term loan facility.

The facility has been provided by Washington H. Soul Pattinson and Co. Ltd (ASX: SOL) and ranks equally with EOS’ existing Export Finance Australia loan.

Key terms include a maturity date of 28 February 2028 and an interest rate that steps up over the life of the loan. The average all-in interest rate across the 24-month term is 14.75%.

EOS said the funding will support growth across the business, provide additional working capital, and help fund payments related to the acquisition of MARS, which was announced in January.

Management added that EOS had no borrowings prior to any drawdown under the new facility.

A volatile but improving share price

Today’s gains add to an already strong short-term performance.

EOS shares are up more than 40% over the past week and have delivered extraordinary gains over the past 12 months. The company has approximately 193 million shares on issue, giving it a market capitalisation of around $1.9 billion at current prices.

The rebound follows a sharp sell-off in recent weeks, triggered by a short-seller report from Grizzly questioning aspects of the business. While that report weighed heavily on sentiment at the time, the latest contract wins and funding update appear to have restored investor confidence.

The post EOS shares leap 13% as investor confidence returns appeared first on The Motley Fool Australia.

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

Star Entertainment Group Ltd (ASX: SGR) has reported a modest loss amid “challenging” trading conditions, as the company’s turnaround plan continues to evolve.

The company said in a statement to the ASX on Monday that revenue for the first half was $585 million, down from $650 million for the previous corresponding period, while the company posted an EBITDA loss of $8 million compared with a $26 million loss previously.

The net loss including one-off items came in at $110 million compared with $302 million.

Difficult times continue

Star said that revenue was lower primarily due to an 18% fall in gaming revenue, “which was impacted by continued challenging trading conditions (casino industry reforms) and loss of market share”.

The company’s funding costs increased by $18 million, reflecting higher debt balances and interest on bank loans.

Star said that since Managing Director Bruce Mathieson Jr had taken on his role in mid-December, “The Star, in consultation with its major shareholders and by leveraging their expertise, has been reviewing the resourcing structure and strategy of The Star’s operations, and has commenced a process of restructuring the Group’s operations and marketing strategy”.

Mr Mathieson Jr said regarding the result:

Our corporate office is being streamlined, and essential support functions will be managed at the property level in Sydney, Gold Coast and Brisbane. To support long-term success, these changes will strengthen our financial position. We continue to pursue appropriate cost out initiatives and are exploring and implementing initiatives to attract customers to our properties. We are committed to pursuing a transparent, practical and sustainable pathway that ensures our remediation plan is delivered to the standard expected, while supporting consistency, embedment and demonstrable maturity across the group. We have immense potential in our properties, and we are committed to transforming The Star into premier entertainment destinations.

Breaking the result down by state, Sydney generated $323.8 million in revenue, down 10.6%, while Gold Coast generated $212.3 million, down 2.7%.

The Star is now majority-owned by Bally’s Corporation after a takeover bid was accepted by shareholders last year, without which there was a high risk the company would have failed.

Independent expert Grant Samuels said at the time that the takeover terms were “not fair”, but ultimately the “only lifeline” left for Star Entertainment.

Star Entertainment Group shares were trading 4% lower at 12 cents on Monday morning.

The company was valued at $830 million at the close of trade on Friday.

The post Star Entertainment Group reports a loss but says improvements are in the wings appeared first on The Motley Fool Australia.

More reading

• 35 ASX All Ords shares with ex-dividend dates next week

Motley Fool contributor Cameron England 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.

Analysts have been busy running the rule over a number of blue-chip ASX 200 shares this week.

Let’s see what they are saying about three popular names, courtesy of The Bull. Here’s what you need to know:

CAR Group Limited (ASX: CAR)

The team at Morgans thinks this auto listings company could be worth considering. The broker has named the carsales.com.au owner as a buy this week.

It feels that recent share price weakness has created an attractive entry point for long term investors. The broker said:

Car Group is Australia’s leading online automotive marketplace, benefiting from a strong network and steady demand for new and used cars. Its diversified revenue streams, including listings, data services and finance, provide consistent growth and help cushion softer economic periods. Recent share price weakness has improved the valuation, while the company’s dominant position and scalable marketplace model support attractive long term returns. We view the current share price as an attractive entry point for long term investors.

Wesfarmers Ltd (ASX: WES)

Morgans isn’t as positive on the investment opportunity with this one. It has named the Bunnings and Kmart owner as a sell this week.

While the broker is a fan of the company, it isn’t a fan of its valuation and feels that the risk-reward profile is unfavourable. It explains:

This industrial conglomerate is a well managed and diversified group, but market pricing has become demanding after a strong run. Bunnings and Kmart continue to perform well, but the retail environment is softening. The current valuation appears to assume sustained strength across all divisions, leaving little margin for error should consumer spending weaken or emerging businesses take longer to deliver meaningful returns. While Wesfarmers remains a high quality operator, its risk‑reward profile looks unfavourable relative to other opportunities, supporting a cautious sell for now.

Xero Ltd (ASX: XRO)

Over at Fairmont Equities, its analysts have named this cloud accounting platform provider’s shares as a sell this week.

While it thinks Xero is a great business, it notes that it has been caught up in a major sector rotation. And until its shares find a bottom, it is staying clear of them. It explains:

Xero is a global accounting software provider. XRO is a great business, but it’s caught up in a major sector rotation, where investor funds have been moving out of technology stocks with high price/earnings ratios and into hard assets. The downtrend in the share price indicates sellers were recently still in control and any price bounces are struggling to gain traction. We believe the shares will remain under pressure until the market stops trying to pick the bottom. The shares have fallen from $194.21 on June 24, 2025 to trade at $81.525 on February 26, 2026.

The post What are analysts saying about CAR, Wesfarmers, and Xero shares? appeared first on The Motley Fool Australia.

More reading

• 3 of the best blue chip ASX shares I’d buy in March
• 3 ASX ETFs for a stress-free start to investing
• The one question I always ask before buying an ASX share
• Why Nvidia’s insights suggest ASX tech shares are undervalued
• Here are the top 10 ASX 200 shares today

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

The PLS Group Ltd (ASX: PLS) share price has soared 150% in the past year, as the chart below shows. Excitingly for shareholders, it has been one of the top-performing S&P/ASX 200 Index (ASX: XJO) shares in the last 12 months.

The ASX lithium share recently reported its FY26 first-half result which included strong growth in a number of important metrics.

PLS Group reported that sales volume increased by 7% to 446kt and the realised price soared 40% to US$965 per tonne. Its unit operating cost (CIF) reduced by 6% to A$682 per tonne.

On the profitability side of things, PLS Group revenue grew 47% to $624 million, underlying operating profit (EBITDA) jumped 241% to $253 million and net profit jumped 147% to $33 million.

Is the PLS Group a buy in March?

We’re going to look at what analysts think of the ASX lithium share.

According to CMC Invest, of the analysts monitored, there have been 13 analyst ratings on PLS Group shares in the last three months.

Of those ratings, six of them are buy ratings, six are hold ratings and there is one sell rating.

However, the price targets are not as optimistic as the ratings themselves, which may make sense considering the PLS Group share price has risen by 24% since 20 February 2026.

A price target is where analysts think the share price will be in 12 months from the time of the investment call.

According to CMC Invest, the average price target on the ASX lithium share is $4.62, suggesting it could decline by 11% over the next year.

On the optimistic side of things, the highest price target is $5.60, which translates into a possible rise of 8% in the next year, if that positive view turns into reality.

However, on the negative side of things, the most pessimistic price target is $2.50. That suggests a possible decline of 52% over the next year. But, the other 12 analysts aren’t suggesting that outcome will happen.

Why buy the ASX lithium share?

UBS has a buy rating on the PLS Group share price, with a price target of $4.95. The broker explained why it rated the business as a buy (soon after seeing the result) because it was bullish on the lithium cycle and the production growth outlook for the ASX lithium share:

FY26 guidance for 820-870kt was retained (UBSe 875kt) and we forecast FY27 at ~1.1mt with the addition of Ngangaju. Our NPV-based Price Target is trimmed marginally (-1%) to A$4.95/sh, after including slightly higher growth capex but we retain our Buy rating as we remain bullish on the lithium cycle and the production growth outlook for PLS.

While spodumene pricing has recovered to ~US$2,000/t already, we are bullish [on] demand (BESS) and agree with PLS that the supply response takes time. We can see prices moving even higher from here and model a price 2x consensus a year from now. Continued strength in the price could see attention focus once again on long term assumptions which may have been cut too hard during [the] last down cycle.

The post The PLS Group share price has soared 150% in a year. Is it still a buy in March? 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 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.