Category: Stock Market

S&P/ASX 200 Index (ASX: XJO) shares fell 1.43% to 8,592.9 points yesterday amid no progress on US-Iran negotiations.

Let’s check out some new ratings on three ASX shares.

Southern Cross Gold Consolidated Ltd (ASX: SX2)

This ASX gold share closed at $9.50, down 4.4% yesterday.

The Southern Cross Gold share price has risen by more than 60% over 12 months.

Shaw and Partners has a buy rating on the gold explorer. 

The broker gives Southern Cross Gold shares a 12-month price target of $14.40 based on a discounted cash flow (DCF) valuation.

Analyst Alex Barkley said:

Our base case forecasts support our Buy Recommendation, with an implied ~40% stock upside.

We also find substantial project upside potential at Sunday Creek.

Geological extension potential could extend mine life or importantly, allow a larger mining capacity.

Any project expansion returns could be supercharged by the remarkable ~9g/t AuEq site grade.

Key upcoming catalysts include ongoing drilling, an Exploration Target update in Q2 CY26, and a maiden Resource in Q1 CY27. 

Centuria Office REIT (ASX: COF)

Centuria Office REIT shares closed steady at 91 cents yesterday.

The ASX real estate investment trust (REIT) has fallen 27% over 12 months.

Bell Potter recently maintained its hold call on this ASX property share and lowered its target from $1.05 to 95 cents.

Analyst Michael Armstrong said:

COF is facing headwinds to earnings from tricky conditions in key exposed markets, rising interest rates, and dilutionary asset divestments.

We forecast earnings declining in FY27 (-2.7% below consensus), holding in FY28, before returning to growth in FY29.

COF screens inexpensive on a P/E and NTA basis but is trading at a P/E to Growth (PEG) ratio of 13.0x, placing it well above peers (sector simple avg. 2.9x).

We see better risk-adjusted opportunities in other sub-sectors at present and believe a pickup in the suburban market is still a little way off.

Healius Ltd (ASX: HLS)

This ASX healthcare share closed steady at 35 cents on Thursday.

The Healius share price has tanked 62% over 12 months.

After the company issued an FY26 earnings downgrade, Jarden kept its sell rating in place.

The broker has a price target of 47 cents, which implies 34% capital growth ahead.

The post Buy, hold, sell: Southern Cross Gold, Healius, Centuria Office REIT shares appeared first on The Motley Fool Australia.

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

It has been an incredible 12 months for Mineral Resources Ltd (ASX: MIN) shares.

During this time, the mining and mining services company’s shares have risen over 200%.

Does this mean it is too late to invest? Let’s see what Bell Potter is saying about the company.

What is the broker saying?

Bell Potter notes that Mineral Resources has announced plans to construct a flotation plant and underground development which will boost its lithium spodumene production. It said:

The Mt Marion Joint Venture (50% MIN / 50% Ganfeng) has announced a Final Investment Decision for the construction of a flotation plant and underground development. The $490m capital cost estimate (100% basis) will be spent across two years with ramp-up targeted for 2H FY28. The investment will extend Mt Marion’s life by six years, improve recoveries towards ~70% (currently ~60%), increase production capacity to ~600ktpa SC6e (currently ~500ktpa SC6e) and result in production of a single SC5 product.

MIN has also announced the restart of its 100% owned Bald Hill mine (140ktpa SC6e capacity) for capex and working capital of around $20m with ramp up to full capacity expected in the December 2026 quarter.

Despite this investment, the broker believes that dividends could be returning next year thanks to its balance sheet reset. It adds:

In 2H CY26, the US$765m POSCO transaction is expected to complete. At spot market prices (SC6 US$2,580/t; iron ore 62% Fe US$107/t; AUDUSD 0.71) and post-POSCO selldown, we estimate MIN could generate annual EBITDA of over $3b. In 1H FY27, net leverage is expected to fall below the company’s 2x target, increasing flexibility to execute on its capital allocation priorities including debt reduction, organic and inorganic growth opportunities, and the potential reinstatement of fully franked dividends.

The Wodgina JV is evaluating a potential US$310-410m (100% basis) expansion to increase production by 30%, with any investment decision subject to prevailing market conditions.

Should you buy Mineral Resources shares?

According to the note, the broker has retained its buy rating with an improved price target of $80.50 (from $75.00). Based on its current share price of $70.81, this implies potential upside of 14% for investors over the next 12 months.

Commenting on its investment thesis, Bell Potter concludes:

Completion of the US$765m MIN-POSCO lithium transaction will accelerate balance sheet deleveraging paired with cash flows from persistent iron ore and lithium market prices. MIN’s mining services platform delivers a stable earnings stream that is expected to expand with internal and third-party volume growth. The company is well positioned to execute its next phase of growth with potential to reinstate fully franked dividends.

The post Up 200%! Can the Mineral Resources share price bull run continue? 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.

I think we live in a very lucky period of time to invest where there are wonderful ASX shares and excellent ASX-listed exchange-traded funds (ETFs) we can choose to invest in. I think that makes it very easy to invest for retirement.

The two funds I want to highlight can be good options for both reaching towards retirement and when Aussies are actually in retirement.

They’re both focused on high-quality businesses from the global share market, which I think means they’re very compelling to own for long-term returns. Let’s dive into the appeal of both of them and how I’d use them.

VanEck MSCI International Quality ETF (ASX: QUAL)

The QUAL ETF invests in a portfolio of approximately 300 global companies across a range of regions, sectors and countries.

There are three fundamentals that a business must rank well on to be chosen for the portfolio.

First, they must have a high return on equity (ROE). That means they earn a high level of profit for how much shareholder money is retained within the business. It also suggests to me that the business can earn a good return on any future additional retained earnings.

Second, they have a high level of earnings stability. If profits aren’t going backwards then they’re regularly rising – that’s a strong tailwind for long-term share price growth, as well as relative stability during recessions.

Third, the businesses must have low financial leverage. In other words, they don’t have much debt for their size.

When you put all of this together, it’s a diversified fund of high-quality businesses that I’m expecting to deliver ongoing earnings growth.

In the past 10 years, the QUAL ETF has returned an average of 15% per year.

Betashares Global Quality Leaders ETF (ASX: QLTY)

This ASX ETF is constructed using a similar investment strategy as the QUAL ETF.

The QLTY ETF looks to invest in a portfolio of 150 global companies ranked by the highest quality score.

There are four factors that are used to decide on the QLTY ETF’s holdings – ROE, debt to capital, earnings stability and cash flow generation. Ensuring profit generation turns into cash flow is a useful metric.

While the QLTY ETF has fewer holdings than the QUAL ETF, its allocation between its positions are more evenly spread, which is also a good form of diversification.

While the inception date of the ASX ETF was November 2018, the strategy it follows has been running for longer. In the past 10 years, the index the QLTY ETF follows has returned an average of 14%.

How I’d use these funds for retirement

Past performance is not a guarantee of future returns of course, but both ASX ETFs have delivered very good returns. If the net returns are similar for the next 10 years, that’d be great for building wealth at a quick pace.

Neither of these funds are known for having a high dividend yield because the underlying holdings don’t have a high yield themselves.

But, we can sell a portion of our holding each year to generate pleasing returns.

For example, imagine having $100,000 invested in the QUAL ETF and over the next 12 months it could rise by 10%, taking the capital value to $110,000. The investor could decide to sell $5,000 of units – a 5% ‘yield’ on the initial $100,000 – and still be left $105,000. That’s good cash flow and capital growth, a winning combination for retirement, in my opinion.

The post Which ASX ETFs I’d buy for retirement investing appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in VanEck Msci International Quality ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has 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 strongest long-term investments often come from companies that have strong market positions, large addressable markets, and products or platforms that become more valuable as customers use them.

They also tend to operate in areas where demand is likely to grow, regardless of short-term economic noise.

Two ASX 200 shares that could fit that description are listed below. Here’s why they could be top buy and hold picks:

Pro Medicus Ltd (ASX: PME)

The first ASX 200 share to look at is Pro Medicus.

It is arguably one of the highest-quality technology companies on the Australian share market, providing medical imaging software through its Visage platform, which is used by hospitals, radiology groups, and healthcare networks.

Medical imaging is becoming increasingly important to modern healthcare. Scans are used across diagnosis, treatment planning, monitoring, and specialist care. As imaging volumes grow, healthcare providers need software that can handle enormous amounts of data quickly and reliably. This is happening while many healthcare systems are battling a shortage of radiologists.

This is where Pro Medicus stands out. Its platform is designed for speed, scale, and performance, which matters when clinicians are working with large imaging files and time-sensitive workflows.

Pro Medicus shares often trade on a demanding valuation, so investors should expect volatility if expectations shift. But mission-critical software, growing healthcare data, and a global opportunity give the company a powerful long-term position.

REA Group Ltd (ASX: REA)

Another ASX 200 share that could dominate over the next decade is REA Group.

REA is best known as the owner of realestate.com.au, which puts it at the centre of Australia’s property search process.

For buyers, it is often the first place to look. For sellers and agents, it is one of the most important places to be seen. That creates a strong network effect that is difficult for rivals to break.

This is important because property is a high-value transaction. Agents and vendors have a strong incentive to use the platform that gives listings the best chance of reaching serious buyers. That helps support REA’s pricing power and product expansion over time.

The company also has opportunities beyond standard listings. Data, premium advertising products, financial services, and offshore markets can all add to its growth runway.

Housing markets will move through cycles, and listing volumes can soften when conditions are weak. But REA has shown it can remain highly profitable through different property environments.

So, with a dominant platform, deep customer relationships, and room to keep expanding its role in the property ecosystem, REA could remain one of the ASX 200’s great compounders over the next decade.

The post 2 ASX 200 shares that could dominate the next decade appeared first on The Motley Fool Australia.

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

For me, this is the right time to look at certain high-yield ASX dividend stocks that look like they’re trading cheaply, offer good dividend yields with potential for growth in the coming years.

When interest rates rise, I think it makes a lot of sense to look at real estate investment trusts (REITs) – they generate resilient rental earnings, yet the market typically pushes down the unit price.

For me, there are two high-yield ASX dividends that look particularly attractive during this period. Let’s get into it.

Centuria Industrial REIT (ASX: CIP)

This business owns industrial properties across Australia’s major cities in important locations where demand is high but supply and vacancies are low.

The REIT’s rental income is growing at a pleasing speed thanks to the level of demand coming from customers for distribution and logistics, data centre, food or medicine purposes.

Rental values for metropolitan industrial properties have risen significantly in the last few years, which is why the business believes its portfolio is, on average, 20% ‘under-rented’. As leases come up for renewal, the high-yield ASX dividend stock is seeing a significant boost for that property’s rental income.

In terms of the passive income, it expects to grow its FY26 annual distribution by 3% to 16.8 cents per security. That translates into a current distribution yield 5.7%.

On the valuation side of things, its latest net tangible assets (NTA) was stated as $3.95 at 31 December 2025, meaning it’s trading at a discount of around 25% to this valuation. That’s very appealing to me.

Rural Funds Group (ASX: RFF)

Rural Funds is the other high-yield ASX dividend stock I want to highlight. It’s the owner of various farms across Australia, including cattle, almonds, macadamias, vineyards and cropping.

The business has high-quality tenants signed on for, on average, more than a decade. It has one of the longest weighted average lease expiry (WALE) figures in the Australian REIT sector.

Rural Funds has built its portfolio to own assets that can deliver solid income in the shorter-term and deliver capital growth over the longer-term.

Most of Rural Funds’ contracts have rental indexation included, with either fixed annual increases or the increases are linked to inflation, plus market reviews.

Despite the headwinds of higher interest rates, Rural Funds has been steady with its annual distribution per unit of 11.73 cents in recent years. It wouldn’t surprise me if it was exactly that payment in FY27 as well. Its current annual distribution translates into a yield of 5.9%.

In terms of how undervalued it is, the business reported an adjusted net asset value (NAV) of $3.10 as of 31 December 2025. That means it’s currently trading at a discount of around 36%. That looks too cheap to ignore, in my opinion.

The post 2 excellent high-yield ASX dividend stocks I’d buy today appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Rural Funds Group. 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 Rural Funds Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Megaport Ltd (ASX: MP1) may not be the first ASX 200 share investors think of when they hear artificial intelligence (AI).

It does not make chips. It does not build large language models. It is not trying to become the next global software giant.

But I think Megaport could still be a hidden winner from the AI boom.

The reason is that AI needs more than algorithms. It needs infrastructure.

The plumbing behind digital growth

Megaport provides network-as-a-service technology.

In simple terms, it helps businesses connect more flexibly to cloud platforms, data centres, and digital services.

That may not sound as exciting as AI models or semiconductors. But as more companies use cloud computing, cybersecurity tools, data-heavy applications, and AI workloads, the need for fast and flexible connectivity becomes more important.

Businesses do not want slow, rigid, outdated network setups. They want the ability to connect to the right digital services quickly and scale as their needs change.

Megaport sits in that part of the market. That is why I think investors should look beyond the obvious AI names. The companies helping businesses connect, move data, and access infrastructure could also benefit from the next stage of digital investment.

Latitude.sh changes the story

I think Megaport has also become more interesting since acquiring Latitude.sh.

That acquisition added compute and storage capabilities to the business. This means Megaport is no longer just about connectivity. It now has a broader digital infrastructure offering.

That could be important as demand grows for AI inference, GPU capacity, distributed infrastructure, and cloud-adjacent services.

Since completing the acquisition, Megaport has announced several large contracts through Latitude.sh across GPU, CPU, network, and storage services.

I think that contract momentum is one reason investors have become more optimistic. It suggests the broader platform is starting to win work in areas linked to AI and high-performance digital workloads.

A higher-risk growth idea

There are risks to consider. Megaport still needs to execute well, integrate Latitude.sh successfully, and prove that these newer opportunities can translate into strong long-term returns.

Digital infrastructure can also require investment, and the market can be unforgiving if growth stocks miss expectations.

But I like the direction of travel. The company has moved from being a flexible connectivity provider to something with a broader role in digital infrastructure. If AI demand keeps expanding, that could make Megaport more useful to customers.

Foolish takeaway

The AI opportunity is not limited to the companies with the most obvious labels.

Megaport is not a pure AI stock. Its opportunity is to support the infrastructure layer that businesses may need as AI, cloud, data, and automation become more important.

That makes it a higher-risk ASX 200 tech share, but also an interesting one. If the company can keep winning contracts and expanding its platform, I think Megaport could have a much larger role to play in the digital economy over time.

The post Could this ASX 200 tech share be a hidden AI winner? appeared first on The Motley Fool Australia.

More reading

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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 Megaport. 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.

A 20-year investment horizon changes the way I look at ASX 200 shares.

I am less interested in what a company might do next quarter and more interested in whether it can still be relevant, useful, and growing many years from now.

That does not mean ignoring valuation or risk. But it does mean looking for businesses with long runways and strong positions in markets that should keep expanding.

Three ASX 200 shares I would consider buying for the next 20 years are named in this article.

ResMed Inc (ASX: RMD)

ResMed is one ASX 200 share I think could still be a high-quality business two decades from now.

The company is a global sleep health leader, with devices, masks, accessories, and software used to treat sleep apnoea and other breathing-related conditions.

What I like is the ongoing nature of the need. Sleep apnoea is not a short-term trend. Many people remain undiagnosed, and awareness of the condition can still grow. As healthcare systems put more focus on prevention, chronic disease, heart health, and quality of life, sleep health could become even more important.

ResMed also has a useful business model. Devices are important, but masks, accessories, connected care, and software can keep customers engaged over time.

Competition and pricing pressure remain risks, but I think ResMed has the brand, scale, and market position to keep growing for many years.

Goodman Group (ASX: GMG)

Goodman Group is another ASX 200 share I would consider for a long holding period.

The business has already evolved from a traditional industrial property company into a global owner, developer, and manager of scarce logistics and data centre sites.

I like Goodman because it is exposed to two major long-term shifts. The first is the need for efficient logistics space close to major cities and transport routes. The second is the growing demand for data centre infrastructure, driven by cloud computing, digital services, and artificial intelligence.

Goodman’s advantage is not just owning property. It has development skill, customer relationships, capital partners, and access to locations that can be difficult to replicate.

The share price can be sensitive to interest rates and expectations around data centres. But over 20 years, I think high-quality infrastructure in the right places could become even more valuable.

Sigma Healthcare Ltd (ASX: SIG)

Sigma Healthcare has become a very attractive long-term idea since merging with Chemist Warehouse.

The combined business gives investors exposure to pharmacy retail, healthcare distribution, wellness products, and repeat-purchase health needs.

I like this because healthcare retail can have a different demand profile from many discretionary categories. Consumers may pull back on plenty of things, but medicines, health products, prescriptions, and pharmacy services remain important.

Chemist Warehouse also gives Sigma a powerful brand, scale, and a large customer base.

The opportunity over the next 20 years is not just about selling more products. It is about using scale, distribution, data, store networks, and brand strength to build a larger healthcare retail platform.

Another positive is the recent expansion into the UK market. This could be a key driver of growth over the next two decades if it executes successfully.

Foolish takeaway

When I think about investing for 20 years, I want businesses that can keep finding new ways to grow.

That does not mean every year will be smooth. It means the long-term need behind the business remains strong.

Sleep health, digital infrastructure, logistics, pharmacy, and everyday healthcare are not areas I expect to disappear. That is why I think these three ASX 200 shares could be worth buying with a genuinely long-term mindset.

The post I’d buy these ASX 200 shares if I wanted to invest for the next 20 years appeared first on The Motley Fool Australia.

More reading

• These 3 ASX healthcare stocks have been crushed in 2026. They could be set for a comeback
• Buy, hold, sell: Goodman, Megaport, and New Hope shares
• 3 ASX shares riding the data centre boom that investors keep overlooking
• 5 ASX 200 growth shares to buy next month
• Top brokers name 3 ASX shares to buy now

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 ResMed. The Motley Fool Australia has positions in and has recommended ResMed. 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.

There are plenty of ASX dividend shares to choose from on the Australian share market.

But which ones could be top buys as we head into June? Let’s look at three that offer attractive dividend yields. They are as follows:

Dicker Data Ltd (ASX: DDR)

The first ASX dividend share to look at is Dicker Data.

It is a technology distributor that connects many of the world’s largest hardware, software, cloud, and cybersecurity vendors with resellers across Australia and New Zealand.

This may not sound as exciting as a fast-growing software company, but it is an important part of the technology supply chain. Businesses still need devices, networks, cloud infrastructure, security tools, and ongoing support to keep operating efficiently.

Dicker Data has built a strong position by offering a broad product range, deep vendor relationships, and service levels that make it valuable to both suppliers and resellers.

The company is not immune from weaker technology spending or margin pressure. But over the long term, rising demand for digital tools, cloud adoption, and cybersecurity should support its market opportunity.

Dicker Data shares currently trade with a fully franked trailing 4.4% dividend yield.

Magellan Infrastructure Fund (ASX: MICH)

Another ASX dividend share that could be worth a look is Magellan Infrastructure Fund.

This is not a traditional dividend share. It is an ASX-listed active ETF that invests in global infrastructure companies, with currency hedging designed to reduce the impact of exchange rate movements.

Infrastructure can be useful for income investors because many assets provide essential services. This can include electricity networks, toll roads, airports, water utilities, and communications infrastructure.

These businesses are often supported by long-life assets, regulated returns, contracted revenue, or strong market positions. That can give the fund a more defensive income profile than many cyclical sectors.

The Magellan Infrastructure Fund currently trades with a trailing 3.3% dividend yield.

Rural Funds Group (ASX: RFF)

A third ASX dividend share to consider is Rural Funds.

It owns a diversified portfolio of agricultural assets, including properties used for cattle, almonds, macadamias, vineyards, and cropping.

These assets are leased to high-quality operators, which means Rural Funds is more focused on collecting rental income than running farming operations itself. That gives it a different risk profile from traditional agricultural businesses.

Long leases, exposure to real assets, and demand for productive farmland all support the investment case. The company also gives investors access to a part of the market that is very different from banks, miners, and retailers.

Its guidance for FY 2026 implies a dividend yield of 5.9%.

The post 3 top ASX dividend shares to boost your passive income in June appeared first on The Motley Fool Australia.

More reading

• 2 excellent high-yield ASX dividend stocks I’d buy today
• Buy, hold, sell: Eagers, Dicker Data and Endeavour Group shares
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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 and Rural Funds Group. The Motley Fool Australia has recommended Magellan Infrastructure Fund. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There has been nowhere to hide in ASX healthcare in 2026.

CSL Ltd (ASX: CSL), Cochlear Ltd (ASX: COH), and ResMed Inc (ASX: RMD) have all tumbled to multi-year lows this year as a toxic combination of earnings downgrades, sector rotation, and macro headwinds drove investors toward energy and resources stocks.

But dramatic selloffs in high-quality businesses have a habit of creating opportunities for investors who can think past the next quarter.

Here is where each stock stands today.

CSL

The fall at CSL has been extraordinary by any measure.

CSL shares are down approximately 43% in 2026 and more than 60% over the past twelve months, hitting a 10-year low in recent weeks.

The most recent catalyst was another guidance downgrade.

Interim CEO Gordon Naylor lowered FY2026 revenue expectations to approximately US$15.2 billion on a constant currency basis following a 90-day strategic review.

The market’s patience has run out.

Management has cited weakness in China albumin pricing, inventory normalisation in the US immunoglobulin market, and operational challenges as the primary drivers.

The bull case rests on CSL’s plasma-derived therapies business, which operates behind barriers to entry that no competitor has been able to meaningfully breach in decades.

Plasma collection volumes have recovered from post-COVID lows.

What’s more, the Vifor integration is progressing.

And insiders are now buying shares on market for the first time in years, a signal that those closest to the business believe the selloff has gone too far.

The market wants proof of such a sustained recovery, and that means a sustained recovery in sentiment may still take several quarters to materialise.

But at current prices, CSL trades on a valuation it has not seen since before the pandemic.

Cochlear

Cochlear’s 2026 has been even more brutal than CSL’s.

The shares are down 62% year to date, touching an eleven-year low in recent weeks.

The April guidance downgrade, which cut FY2026 underlying net profit from $435 to $460 million down to $290 to $330 million, was one of the worst earnings cuts in the company’s listed history.

The causes were a mix of the temporary and the concerning.

Hospital capacity constraints, reduced referral activity, and Middle East disruptions pushed patients to delay surgery.

Cost of living pressures in the US appear to be causing some patients to treat cochlear implants as discretionary rather than essential, at least in the short term.

However, the long-term demand picture has not changed.

Cochlear holds approximately 50% global market share in cochlear implants, with just 3% penetration of an addressable market exceeding six million people in developed markets alone.

Brokers including Jarden and Wilsons Advisory still see significant upside from current levels, with some flagging upside of more than 100% over twelve months.

CEO Dig Howitt said:

The clinical need for cochlear implants continues to grow, particularly for the adult and seniors segment… cochlear implants are also associated with a lower incidence of dementia.

Investors should note that surgeries are being delayed, not cancelled.

ResMed

ResMed’s 2026 selloff is being driven by fears about GLP-1 obesity drugs threatening demand for CPAP devices.

Those fears have proven to be significantly overstated.

The company’s own data from 1.7 million patients shows that patients on both GLP-1 therapy and CPAP therapy actually show higher adherence rates than those on CPAP alone.

In Q3 FY2026, ResMed delivered revenue of US$1.29 billion, up 11% year-on-year, with operating income rising 22% and gross margins improving to 58.9%.

CEO Mick Farrell said at the earnings call:

We believe GLP-1s are truly a megatrend, and a once-in-a-generation demand-gen opportunity for ResMed Inc.

Yet the shares remain down approximately 22% in 2026 as sentiment lags the fundamental reality.

At current prices, ResMed trades materially below fair value according to analysts who have updated their models following the Q3 result.

Foolish takeaway

CSL, Cochlear, and ResMed are three of the highest-quality healthcare businesses ever listed on the ASX.

All three are dealing with headwinds that are temporary, cyclical, or based on fears that have not materialised.

That does not mean the bottom is in, and near-term volatility will likely continue.

But for investors with multi-year time horizons, the entry points available in each of these ASX healthcare stocks today look considerably more attractive than anything on offer in the past five years.

The post These 3 ASX healthcare stocks have been crushed in 2026. They could be set for a comeback 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 CSL, Cochlear, and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended CSL and Cochlear. 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) tumbled 1.4% on Thursday, continuing its recent volatile run. 

It has been increasingly difficult to predict the market in 2026, as inflation, geopolitical uncertainty and CPI data have all sent the market moving in different directions recently. 

Yesterday, two ASX shares in particularly that suffered heavy losses were: 

• Telix Pharmaceuticals Ltd (ASX: TLX) which dropped 4%
• Catalyst Metals Ltd (ASX: CYL) which fell over 7%. 

This single day drop sees both stocks now hovering close to 52-week lows. 

However expert analysis indicates it could be a buy-low opportunity. 

Here’s what brokers are predicting. 

Telix still can’t shake sector woes 

Telix is a commercial-stage biopharmaceutical company focused on the ongoing development of diagnostic and therapeutic (‘theranostic’) products using targeted radiation. 

This process treats cancerous or diseased cells, an alternative approach to many cancer therapies which also attack healthy tissue at the same time.

It has been one of the many ASX healthcare shares that has suffered significantly over the last 12 months. 

Its share price is currently down 50% compared to a year ago. 

However, brokers have consistently reinforced that its underlying fundamentals warrant a higher share price. 

Recently, Bell Potter placed a buy rating and $19 price target on Telix shares. 

Meanwhile, Morgans has price target of $24.33 on the healthcare stock. 

The broker recently said that industry consolidation may spark additional interest in Telix.

Recent news flow around convertible note refinancing, a solid 1Q26 sales (up 11%) and the Regeneron collaboration shows there is plenty happening inside TLX. TLX points to several milestones expected in 2026 including a FDA clearance for the brain cancer diagnostic and resubmission of the kidney cancer diagnostic. Consensus has a target price of A$24.33 which provides significant upside to the current share price.

From yesterday’s closing price of $13.03, these targets indicate an upside potential between 45% and 88%. 

Catalyst Metals close to yearly lows 

Another buy low candidate is Catalyst Metals. 

The company engages in the acquisition, exploration and development of mineral properties. Its portfolio includes Tandarra Gold, Raydarra, Four Eagles, Macorna Bore, Whitelaw Gold Belt and Sebastian projects.

At the time of writing, its share price is down almost 33% year to date. 

It now sits close to a 52-year low at $4.96. 

However, brokers are anticipating a big turnaround for these ASX shares. 

Morgans has a buy rating on this ASX gold mining share with a 12-month target of $15.13.

Brokers have acknowledged short term cost pressures, but Morgans maintains optimism thanks to solid operating cash flow. 

CYL continues to strengthen their balance sheet, adding A$39m during the quarter to close with A$277m in cash and bullion while reinvesting heavily across growth and exploration initiatives.

Growth momentum continues across the Plutonic Belt, with multiple new ore sources advancing (Trident, K2, Old Highway) alongside a high-grade discovery at Cinnamon, supports the pathway to c.200kozpa production.

From yesterday’s closing price, the price target from Morgans indicates an upside potential of over 200%. 

The post After yesterday’s crash these ASX shares could rebound up to 200% appeared first on The Motley Fool Australia.

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