Category: Stock Market

If you’re looking to put $10,000 to work and want exposure to some of the most powerful megatrends shaping the global economy, a handful of ASX ETFs are offering exactly that.

These funds allow you to tap into high-growth sectors like technology, AI, digital assets, and advanced robotics, all without needing to pick individual winners.

And with markets recently wobbling on interest rate uncertainty and sentiment swinging sharply between optimism and caution, this could be an ideal moment to target long-term opportunities at more attractive prices.

Here are three explosive growth ETFs that could supercharge a portfolio over the next decade.

BetaShares Australian Technology ETF (ASX: ATEC)

If you want exposure to Australia’s leading technology shares, the BetaShares Australian Technology ETF remains one of the strongest options on the ASX.

This ASX ETF includes some of the country’s most scalable and globally competitive tech names, such as WiseTech Global Ltd (ASX: WTC), Xero Ltd (ASX: XRO), TechnologyOne Ltd (ASX: TNE), NextDC Ltd (ASX: NXT), and REA Group Ltd (ASX: REA).

These companies are deeply embedded in long-term trends like logistics automation, cloud computing, enterprise SaaS, and digital infrastructure. WiseTech dominates global freight software, Xero leads small-business accounting, TechnologyOne continues to expand its SaaS+ footprint, NextDC is powering AI and cloud growth through data centres, and REA Group remains Australia’s dominant property platform.

Australian tech has been volatile in recent months, but the fundamentals of these businesses remain exceptionally strong. This fund was recently named as one to consider buying by Betashares.

BetaShares Crypto Innovators ETF (ASX: CRYP)

For investors comfortable with volatility, the BetaShares Crypto Innovators ETF provides exposure to the companies leading the global cryptocurrency and blockchain ecosystem.

It includes major global players such as Coinbase Global (NASDAQ: COIN), MicroStrategy (NASDAQ: MSTR), Marathon Digital Holdings (NASDAQ: MARA), and Riot Platforms (NASDAQ: RIOT).

These companies tend to move sharply with shifts in crypto sentiment, and the ETF has fallen significantly from its highs as risk appetite cooled. But the long-term adoption of blockchain technology, decentralised finance, and digital storage solutions continues to grow worldwide.

For investors with patience and a tolerance for volatility, this fund could provide powerful leverage to future crypto cycles.

BetaShares Global Robotics & Artificial Intelligence ETF (ASX: RBTZ)

The long-term megatrend of artificial intelligence, automation, and robotics remains one of the most compelling themes in global investing, and the BetaShares Global Robotics & Artificial Intelligence ETF is a straightforward way to access it.

This ASX ETF holds world-leading stocks such as Nvidia (NASDAQ: NVDA), ABB Ltd (SWX: ABBN), Fanuc Corporation (TYO: 6954), Intuitive Surgical (NASDAQ: ISRG), and Keyence Corporation.

These are innovators driving everything from industrial automation to AI processing to robotic-assisted surgery. These industries are scaling rapidly as businesses modernise their operations and adopt intelligent systems.

It was also recently named as one to consider buying by Betashares.

The post 3 explosive growth ETFs to buy with $10,000 right now appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Nextdc, REA Group, Technology One, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Abb, Intuitive Surgical, Nvidia, Technology One, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Coinbase Global and Fanuc. The Motley Fool Australia has positions in and has recommended WiseTech Global and Xero. The Motley Fool Australia has recommended Nvidia and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Qube Holdings Ltd (ASX: QUB) share price is in focus today as the company holds its annual general meeting (AGM). In FY25, the company reported record underlying revenue of $4.46 billion, up 27.3% year-on-year, and lifted its fully franked full-year dividend by 7.1% to 9.8 cents per share.

What did Qube Holdings report in FY25?

• Underlying revenue of $4,461.4 million, up 27.3% from FY24
• Underlying EBITDA of $616.2 million, up 15.4% year-on-year
• Underlying EBITA of $377.2 million, up 18.5% over FY24
• Underlying NPATA of $288.0 million, 6.2% higher than FY24
• Underlying EPSA grew 6.0% to 16.25 cents
• Full-year fully franked dividend of 9.8 cents per share, up 7.1% on FY24

What else do investors need to know?

Qube’s diversified business model continued to deliver earnings growth across multiple sectors, despite headwinds like severe weather and industrial action. Recent acquisitions including Webb Dock West, Coleman, and enhancements to Qube’s NSW agrigrain network have strengthened its position in key markets.

The company also completed divestments generating $248 million in proceeds, notably from the sale of a freehold property at Minto. Safety is an ongoing focus—while the Total Recordable Injury Frequency Rate showed improvement, there remains work to do following a tragic workplace fatality at the Narromine Agri facility.

What’s next for Qube Holdings?

Qube expects to maintain its growth momentum in FY26, with management confirming financial performance in the first quarter was in line with expectations. The business continues to pursue both organic and inorganic opportunities across its markets and foresees solid underlying NPATA and EPSA growth.

Ongoing investment in technology, infrastructure, and decarbonisation efforts, along with new contracts secured, are expected to support Qube’s strategy into the new financial year.

Qube Holdings share price snapshot

Over the past 12 months, Qube Holdings has increased 6%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 1% over the same period.

View Original Announcement

The post Qube Holdings holds AGM after hitting record earnings in FY25 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.

James Hardie Industries plc (ASX: JHX) shares are having a strong session on Thursday.

At the time of writing, the ASX 100 stock is up 6% to $28.55.

But if you thought the gains were over, think again!

That’s because the team at Macquarie believes this could be the start of even greater gains for this building materials company’s shares.

What is the broker saying?

Macquarie notes that James Hardie released its second quarter update earlier this week and delivered a profit result ahead of expectations. It said:

While EBITDA was preguided and JHX printed at the upper end of the range (US$326-331m) at ~US$330m, NPAT beat the Visible Alpha (VA) consensus expectations by ~7%. D&A and tax outcomes were guided lower at the recent update, which does not seem to be fully reflected in consensus and could add some EPS momentum support.

The good news doesn’t stop there. Macquarie points out that the ASX 100 stock has upgraded its earnings guidance for FY 2026. Importantly, the guidance upgrade is larger than its earnings beat for the second quarter. It adds:

The FY26 outlook upgrade (to EBITDA of US$1.2-1.25bn) well exceeded the 2Q FY26 outperformance of the August guidance, helped by a relatively rapid channel destock, and, we believe, equilibrium in the new construction market is close too. Market conditions remain weighed by uncertainty, but we believe JHX’s August downgrade has encapsulated this risk well, seemingly.

Should you buy this ASX 100 stock?

According to the note, Macquarie thinks that now could be a great time to buy James Hardie shares.

In response to its update, the broker has retained its outperform rating and lifted its price target to $41.70. Based on its current share price, this implies potential upside of 46% for investors between now and this time next year.

Commenting on its outperform recommendation, the team at Macquarie said:

Outperform. Market conditions are tough, but stabilising – inventory concerns are fading. Focus now turns to rates and housing policy. An evolving AZEK integration story, a bottoming of markets, and valuation are in support of our thesis. Governance changes also seen as additive.

Valuation: We increase our 50/50 DCF/SOTP-based TP to $41.70 (from $40.60), reflecting earnings changes and a reduction of NAM multiples by 1x as EPS expectations recover. Our TP implies an EV/EBIT of 16.8x (versus a ten-year average of 16x). Catalysts: US Treasury rate developments, housing policy adjustments.

The post Why this ASX 100 stock could rocket 46% 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 positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

There’s no denying just how much artificial intelligence (AI) has taken over the tech and business world over the past couple of years. With this has come huge investor interest in any company dealing with the technology in any capacity. Some AI stocks are flourishing strictly based on the current AI hype, while others are thorough businesses that will only be boosted by the technology.

As an investor, you should look to invest in a company that falls into the latter category, which is why one of the smartest AI stocks to buy right now is Microsoft (NASDAQ: MSFT). 

Why Microsoft?

Microsoft has one of, if not the most diversified businesses in the big tech world. Where it really stands to gain from AI developments is in its enterprise software businesses. Between Office 365 (Excel, Word, Teams, PowerPoint, etc.), Windows, and Azure, thousands of companies rely on Microsoft to run their daily operations.

By boosting these offerings with AI, Microsoft strengthens its competitive advantage and tightens its grip on the enterprise market. The enterprise software business helps with Microsoft’s stability because it’s a segment that doesn’t tend to take a huge hit when the broader economy isn’t at its best. It’s much easier for consumers to cut off subscriptions than it is for companies to do so without jeopardizing their day-to-day operations.

When you invest $1,000 in Microsoft, you know you’re investing in a thorough business that will benefit from AI, but isn’t overly dependent on AI hype for its core business performance.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post The smartest AI stock to buy with $1,000 right now appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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Stefon Walters has positions in Microsoft. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Microsoft. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Microsoft. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Woodside Energy Group Ltd (ASX: WDS) and Fortescue Ltd (ASX: FMG) are two of the largest resource stocks on the S&P/ASX 200 Index (ASX: XJO). Their shares move for very different reasons, their risks differ, and the outlook for one is much stronger than the other.

When it comes to these two powerhouses, I’d buy one but sell the other.

I’d buy Woodside shares

Woodside shares closed 0.11% lower on Wednesday afternoon, at $26.27 a piece. Over the past month, the Australian petroleum exploration and production company’s shares are 18.01% higher, and over the year, they’re up 7.71%. The company’s share price pushed higher on the back of a steep uptick in the crude oil price in late October. 

Unfortunately, the latest increase hasn’t done much to recover the crude oil price losses over the year. It is still 13.35% lower than 12 months ago and well below the peaks seen in 2022. 

Thankfully, Woodside shares have remained relatively stable, and the company has been able to maintain strong dividends throughout the year.

While the dwindling oil prices have dampened Woodside’s performance potential, it looks like the company could be set for some tailwinds going forward.

Fairmont Equities’ Michael Gable recently said that the share price chart of Woodside indicates the stock has bottomed, amid seeing signs of it starting to move higher again. Although the broker currently has a hold rating on the shares.

Other brokers are more bullish on the stock. TradingView data shows 7 out of 15 analysts have a buy or strong buy rating on the shares. The remaining 8 have a hold rating. The maximum target price is $33.57, which represents a potential 27.8% upside for investors over the next 12 months.

I’d sell Fortescue shares

Fortescue shares closed 2.16% higher on Wednesday afternoon, at $20.36 each. Over the past month, the shares have climbed 0.99% higher, and they’re now up 14.7% compared to this time last year. 

The iron ore mining giant’s shares have been boosted by the recent resilience of the iron ore price. Iron ore has recovered from an annual low in July. Over the past month, it has fallen 1.18%, but it is still 2.27% higher than a year ago, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity.

Fortescue also posted its September quarter results on 23 October. The miner reported record total iron ore shipments over the three months of 49.7 million tonnes, up 4% year on year.

But I’m concerned that, given Fortescue isn’t a diversified miner like some of the other mining majors, any further pull-back in iron ore prices over the next 12 months could have a huge impact on Fortescue’s financials.

Analysts seem to have the same sentiment, too. Macquarie has assigned an underperform rating to Fortescue shares and a target price of $18.50. That represents a potential 9.1% downside for investors at the time of writing.

The post Woodside vs Fortescue shares: One I’d buy and one I’d sell appeared first on The Motley Fool Australia.

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

If you’ve got $5,000 ready to invest, the Australian market offers no shortage of options. But in times of uncertainty, it often makes sense to focus on companies with resilient earnings, strong balance sheets, and long track records of delivering for shareholders.

Three standout Australian stocks that fit this description are listed below. Here’s why they could deserve a spot on a $5,000 shopping list today.

Macquarie Group Ltd (ASX: MQG)

Macquarie has long been one of Australia’s most admired financial institutions. Unlike the big banks, it generates a significant portion of its earnings from global infrastructure, asset management, and commodities markets. This means it isn’t tied solely to domestic lending conditions.

Its ability to adapt to market cycles is one of its greatest strengths. When equity markets boom, Macquarie benefits; when volatility rises, its commodities and trading divisions often thrive. This balance has allowed the group to deliver decades of consistent profitability through vastly different environments.

Macquarie also manages hundreds of billions in assets worldwide, giving it exposure to long-term themes such as renewable energy, data infrastructure, and global transport networks. For investors seeking a high-quality financial powerhouse with genuine global diversification, Macquarie remains one of the most compelling picks on the ASX.

Wesfarmers Ltd (ASX: WES)

Another Australian stock to buy now with $5,000 could be Wesfarmers. This conglomerate’s portfolio includes household names such as Bunnings, Kmart, Target and Officeworks. These are businesses with enormous scale, strong brand loyalty, and reliable cashflow.

Bunnings alone is one of the most dominant retail franchises in the country, and its consistency helps anchor the entire group. But Wesfarmers is far from a static business. It has been investing heavily in chemicals, energy and fertilisers, as well as healthcare and pharmaceuticals through the Priceline and Clear Skincare networks.

This diversification gives Wesfarmers multiple earnings levers, and management has a long history of disciplined capital allocation. Overall, this arguably makes Wesfarmers an attractive long-term holding for investors.

Woolworths Group Ltd (ASX: WOW)

Finally, in a volatile market, it is hard to overlook a supermarket giant like Woolworths. Groceries remain one of the most defensive categories in the economy. People still buy food, toiletries, baby products and essentials regardless of the economic climate. That stability translates into steady revenue and predictable earnings.

Woolworths continues to invest heavily in digital transformation, online ordering, logistics, and data-driven retail. These upgrades are helping to maintain market share and improve customer engagement, while also setting up the business for long-term efficiency gains.

Although its margins have been pressured recently by value-conscious shoppers and intense competition, Woolworths remains exceptionally well positioned. And with its performance improving after a blip, now could be an opportune time to buy its beaten down shares.

The post Top Australian stocks to buy right now with $5,000 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Woolworths Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Wesfarmers. The Motley Fool Australia has positions in and has recommended Macquarie Group and Woolworths Group. 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.

ASX All Ords gold stock Strickland Metals Ltd (ASX: STK) is off to the races today.

Strickland Metals shares closed yesterday trading for 17 cents apiece. In early morning trade on Thursday, shares are changing hands for 19 cents apiece, up 11.8%.

For some context, the All Ordinaries Index (ASX: XAO) is up 0.8% at this same time.

With today’s intraday boost factored in, shares in the ASX All Ords gold stock are up a whopping 137.5% over the last 12 months.

Here’s what’s piquing investor interest today.

ASX All Ords gold stock lifts off on exploration results

Investors are bidding up Strickland Metals shares following a fresh set of promising drill results.

The miner has been actively drilling at its 100% owned Rogozna Gold & Base Metals Project, located in Serbia.

This morning, the ASX All Ords gold stock reported assay results from two recently completed diamond drill-holes at its cornerstone 5.3 million ounce gold equivalent Shanac Deposit. That’s one of four skarn-hosted gold and base metals deposits within the 7.4 million ounce gold equivalent Rogozna Project.

And, as you can likely guess from investors’ positive reactions today, those assay results are juicy.

Results from the first hole were reported to be:

• 0m at 1.9g/t AuEq from 387.5m including:
• 7m at 3.1g/t AuEq from 387.5m; and
• 9m at 1.8g/t AuEq from 497.7m

And the second hold intersected:

• 1m at 1.0g/t AuEq from 349.3m; and
• 7m at 1.8g/t AuEq from 462.9m, including:
• 1m at 2.9g/t AuEq from 492.7m

What did management say?

Commenting on the assay results sending the ASX All Ords gold stock soaring today, Strickland Metals managing director Paul L’Herpiniere, said, “These excellent new drill results reinforce the robustness and quality of the high-grade copper-gold mineralisation discovered at Shanac earlier this year in the central part of the deposit, on the western side of the central domain.”

L’Herpiniere added:

Both holes reported in this announcement have delivered very wide zones of strong gold-copper mineralisation, building on the results from this part of the deposit reported in August.

The results clearly reinforce the potential for both bulk tonnage style mineralisation and higher-grade zones within the deposit, highlighting the potential for growth in the current 5.3 million ounce gold equivalent Mineral Resource.

We look forward to reporting further results from Shanac in the coming weeks as we close-in on an updated Mineral Resource Estimate for the deposit in early 2026.

The ASX All Ords gold stock currently has seven diamond drilling rigs operating across the Rogozna Project.

Strickland highlighted that it remains well-funded, with cash and liquids as at 30 September totalling $41.8 million.

Stay tuned!

The post Guess which ASX All Ords gold stock is leaping 12% on big Serbian news appeared first on The Motley Fool Australia.

More reading

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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 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.

Orthocell Ltd (ASX: OCC) shares are catching the eye on Thursday morning.

At the time of writing, the ASX All Ords stock is up 7.5% to $1.08.

Why is this ASX All Ords stock jumping?

Investors have been buying the regenerative medicine company’s shares this morning after it released a promising update.

According to the release, the company notes that the adoption of its Remplir product by Australian urologists is accelerating.

It highlights that the product is increasingly being used during prostate cancer surgery in a promising new application aimed at reducing post-surgical complications from peripheral nerve injury.

So much so, Remplir has now been used in ~100 surgical cases to assist in improving recovery of erectile function and urinary continence post-surgery.

Why is this a big deal?

The ASX All Ords stock believes that using Remplir in nerve-sparing RARP presents a significant opportunity.

It estimates that this could expand its total addressable market in the United States from US$1.6 billion to approximately US$2 billion. This is based on an estimated ~115,000 prostatectomies performed annually in the country, the majority of which are conducted robotically.

In order to capitalise on this opportunity, Orthocell is establishing a commercialisation advisory board and investing in additional research to strengthen the scientific evidence base for this innovative peripheral nerve repair application, ahead of a targeted US product launch in the medium term.

In addition, it is collating clinical data on initial patients who underwent radical prostatectomies with Remplir in Australia. This data will be released once compiled and will support the scientific foundation for formal product launch in existing approved markets.

The company also provided an update on its performance in the United States. It revealed that the Remplir rollout continues to track according to plan, with over 4,000 units now shipped into the United States.

Management highlights that the initial U.S. surgical cases continue to build with in-country representatives making significant progress working with distributors to gain hospital approvals, on-board surgeons, and establish active accounts.

Commenting on the news, the ASX All Ords stock’s CEO and managing director, Paul Anderson, said:

We’re thrilled to see Remplir being adopted by urologists in Australia for nerve-sparing prostate surgery, reflecting its broader potential in peripheral nerve protection and repair. This demonstrates the utility of the product and represents the potential for a meaningful step forward in improving patient outcomes following these complex surgeries.

The post Guess which All Ords stock is racing higher on big news 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 recommended Orthocell. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Dalrymple Bay Infrastructure Ltd (ASX: DBI) share price is in focus after the company provided an update during its Dalrymple Bay Terminal site visit, highlighting the terminal’s fully contracted volume of 84.2 million tonnes per annum (Mtpa) to 2028 and continued strong demand for metallurgical coal exports.

What did Dalrymple Bay Infrastructure report?

• Dalrymple Bay Terminal is fully contracted to its 84.2Mtpa capacity through to June 2028 under take-or-pay agreements
• About 81% of revenue derives from predominantly metallurgical coal mines, with DBT supplying 14% of global seaborne met coal exports in 2024
• The terminal shipped coal to 22 countries from 21 mines owned by 11 major customers in the year to 31 December 2024
• DBI has successfully delivered over $430 million in non-expansion capital expenditure (NECAP) projects since 2008
• Ongoing NECAP works are forecast at $30 million to $50 million per annum, with a strong alignment between customers and operator

What else do investors need to know?

Dalrymple Bay Infrastructure’s revenue is underpinned by long-term take-or-pay contracts, which lowers volume risk and supports predictable cash flows. The terminal plays a strategic role in the global steelmaking supply chain, handling a significant portion of Australia’s metallurgical coal exports from the Bowen Basin.

The company retains a 75-year lease on the terminal, with the operator owned by a subset of customers managing day-to-day activities. This structure is designed to minimise operational complexity and risk for DBI while aligning investment decisions with customer needs.

What’s next for Dalrymple Bay Infrastructure?

Looking ahead, Dalrymple Bay Infrastructure is planning for the 8X expansion, which could increase terminal capacity to 99.1Mtpa. All primary environmental approvals for the expansion have already been secured, and DBI is consulting with customers about next steps.

The company is also exploring a range of funding options—beyond the traditional debt and equity mix—to deliver growth, while maintaining its focus on stable distributions to securityholders. Core sustaining capital works are expected to remain a priority, ensuring long-term operational reliability and customer satisfaction.

Dalrymple Bay Infrastructure share price snapshot

Over the past 12 months, Dalrymple Bay Infrastructure shares have risen 28%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 1% over the same period.

View Original Announcement

The post Dalrymple Bay Infrastructure shares: terminal update and capacity 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.

Owners of National Australia Bank Ltd (ASX: NAB) shares recently saw their bank report the FY25 result. Earnings didn’t quite go in the right direction.

NAB reported that cash earnings declined by 0.2% to $7.09 billion, despite gross loans and advances (GLA) climbing by 5.9%.

Expenses climbed 4.6%, faster than revenue growth, which included $130 million related to the payroll review and remediation charges.

Excluding payroll review and remediation charges, expenses increased by 3.2%, reflecting higher personnel and technology-related costs, partially offset by productivity benefits. The bank said that underlying net profit rose 1.3% in FY25.

In terms of the credit impairment, it said that the charge was $833 million in FY25, compared to $728 million in FY24. However, the overall percentage of non-performing loans increased again to 1.55%, up from 1.39% in FY24 and 1.13% in FY23.

After seeing those numbers, let’s check out what experts think could happen with earnings in the coming years,

FY26

UBS decided to decrease its earnings per share (EPS) forecasts by between 3% and 4.8% over the financial years of FY26, FY27, and FY28 due to costs and credit charges. Earnings are usually a key driver of the NAB share price.

The broker gave the following commentary on the outlook for the largest business lender:

The investment case for NAB is straightforward, as the bank is not pursuing a significant or costly transformation plan or self-improvement initiatives (unlike peers such as Westpac Banking Corp (ASX: WBC) and ANZ Group Holdings Ltd (ASX: ANZ) ). NAB benefits from stability in senior leadership and a consistent strategy.

However, its recent performance falls short of expectations. Returns in 2H 25 have declined to their lowest levels since COVID, at 63bps on AA. If NAB continues to deliver similar results, shareholder pressure is likely to increase. To drive earnings growth, the bank must focus on rebuilding capital buffers, maintaining cost discipline, and executing targeted lending growth initiatives.

Putting all of that together, UBS is currently forecasting that NAB could achieve a net profit of $7.05 billion in FY26, which would be virtually flat compared to FY25.

FY27

The broker UBS thinks the bottom line of the ASX bank share could improve by around $200 million in the 2027 financial year.

UBS projects a net profit of $7.2 billion in FY27.

FY28

The net profit could improve again in FY28 if the broker’s projections prove accurate.

UBS predict that NAB’s net profit could climb to $7.6 billion in the 2028 financial year.

FY29

Currently, the projection from UBS experts suggests that NAB’s profit could increase by around $600 million to $8.2 billion in FY29.

FY30

The final financial year of these forecasts could be the best of all for owners of NAB shares.

UBS predicts that the ASX bank share could generate $8.7 billion of net profit in the 2030 financial year. That would imply a potential 23.8% increase in profit between FY26 and FY30.

In my view, that’d be a useful tailwind for the NAB share price, though that’s not a huge rise over five years.

Other ASX shares may be capable of stronger returns.

The post Here’s the earnings forecast out to 2030 for NAB shares 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.