Category: Stock Market

In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is out of form and in the red. At the time of writing, the benchmark index is down 0.75% to 8,778 points.

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

Black Cat Syndicate Ltd (ASX: BC8)

The Black Cat Syndicate share price is down 10% to $1.18. Investors have been selling this gold miner’s shares following the release of its quarterly update. It reported group gold production of 23,952 ounces (including third-party production of 11,553 ounces). This was below its guidance for 25,000 to 28,000 ounces. Nevertheless, Black Cat Syndicate posted operating cash flow of $61 million from 10,374 ounces of gold sold at an average realised price of $6,817 per ounce.

Mirvac Group (ASX: MGR)

The Mirvac share price is down over 2% to $1.74. This follows the release of the property company’s third-quarter update. While Mirvac delivered a solid update, some of its commentary may have spooked investors. Mirvac’s CEO, Campbell Hanan, said: “We are monitoring the potential impacts of the conflict in the Middle East, and are proactively managing the risks, with a sharpened focus on protecting liquidity, active supply chain management, and selective capital deployment. [..] Selected projects have seen a moderation in sales in recent weeks, but overall market fundamentals are solid, and enquiries remain strong.”

Qantas Airways Ltd (ASX: QAN)

The Qantas Airways share price is down over 3% to $8.58. Investors may have been selling Qantas shares today after oil prices charged higher overnight. Traders were bidding oil prices higher after Iran prevented ships from passing through the Strait of Hormuz. The shares of fellow airline Virgin Australia Holdings Ltd (ASX: VGN) are also tumbling on Thursday.

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price is down almost 6% to $6.22. This has been driven by news that the online furniture retailer’s founder and CEO, Mark Coulter, is transitioning to an executive chair role from July. Temple & Webster advised that Coulter will be replaced by Susie Sugden, who previously held the roles of chief commercial officer and chief marketing officer at the company between 2016 and 2020. Commenting on the news, Mark Coulter said: “Bringing back Susie – a proven former executive at Temple & Webster, will provide me with more capacity to focus on strategy and longer-term growth opportunities, which will only become more important as we scale. I look forward to working closely with Susie as we continue our journey to become the largest retailer of furniture and homewares in Australia.”

The post Why Black Cat, Mirvac, Qantas, and Temple & Webster shares are falling today appeared first on The Motley Fool Australia.

More reading

• Mirvac provides Q3 FY26 operational update; reaffirms upbeat guidance
• Guess which ASX 200 stock is sinking 15% on CEO change
• Temple & Webster names Susie Sugden CEO as Mark Coulter becomes Executive Chair
• Down 30%! 3 ASX shares I’d buy now
• 4 ASX shares tipped to fly 100% to 125% higher

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

Both Life360 Inc (ASX: 360) and Pro Medicus Ltd (ASX: PME) shares have taken a heavy hit, with each down around 60% from their 52-week highs.

That sort of decline can sound the alarm bells. But when I step back, I still see two companies with strong growth engines, large addressable markets, and business models that still appear intact.

So, if I had $2,500 to invest today, I would be comfortable splitting it between these two.

Life360 shares

Life360 is easy to underestimate because of what it looks like on the surface. It is often seen as just a location-sharing app.

But the reality is much broader. The company now has a global network of nearly 100 million monthly active users and operates across more than 180 countries, with strong engagement and retention across its user base.

What I like is how this platform is evolving. Life360 is building a full ecosystem around family safety and coordination. That includes subscription services, hardware like Tile devices, and an expanding advertising and data platform.

This creates multiple ways to monetise the same user base over time.

Importantly, penetration is still relatively low in many markets. The company is still in the growing or scaling phase across much of its global footprint, which suggests there is meaningful runway ahead.

I also think the freemium model is a major advantage. A large free user base feeds into paid subscriptions, advertising, and partnerships. That creates a flywheel effect that can strengthen over time.

When I combine that with strong engagement, network effects, and new monetisation layers, I think the long-term opportunity remains compelling.

The recent share price weakness looks more like a reset in sentiment than a breakdown in the underlying business.

Pro Medicus shares

Pro Medicus sits in a very different space, but the appeal is just as clear to me.

This is a global healthcare imaging software company with a highly specialised product in Visage 7. It has been built over decades and incorporates deep domain expertise that is not easy to replicate.

What I find particularly interesting is the strength of its pipeline and contract momentum.

The company recently secured multiple new deals across major hospital systems, with total contracted volumes now exceeding $1 billion over the next five years.

That gives it strong revenue visibility. At the same time, Pro Medicus continues to expand its footprint across the US and Europe, with high-profile institutions helping to reinforce its position in the market.

Another key point is the scalability of the model. This is a capital-light, software-only business with very high margins and strong operating leverage. As more clients are added and existing ones expand usage, profits can grow faster than revenue.

I also think concerns around AI disruption have been overdone in this case.

Management has been clear that its platform is highly specialised and deeply integrated into hospital workflows, making it difficult to replicate. In fact, AI may end up enhancing productivity rather than replacing the need for its systems.

To me, that reinforces the durability of its competitive position.

Foolish takeaway

Both Life360 and Pro Medicus shares have seen sharp pullbacks despite continuing to deliver strong results.

Life360 is building a global platform with multiple monetisation levers and significant runway still ahead. Pro Medicus continues to execute in a specialised, high-margin niche with strong demand and long-term contracts.

They are very different businesses, but they share one key trait. Both are still growing into large opportunities. That is why I would be comfortable putting $2,500 to work across them today.

The post Why I’d invest $2,500 in Life360 and Pro Medicus shares today appeared first on The Motley Fool Australia.

More reading

• Buy, hold, or sell? Life360, Iress, Lynas Rare Earths shares
• 2 ASX shares tipped to grow at least 50% in the next 12 months
• What on earth’s going on with Pro Medicus shares?
• Are Pro Medicus shares a buy right now?
• 3 reasons to buy Life360 shares today

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 Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended Life360. 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.

Ampol Ltd (ASX: ALD), Core Lithium Ltd (ASX: CXO), and Santos Ltd (ASX: STO) shares are catching investor interest on Thursday.

Two of the popular ASX shares are outperforming the 0.6% losses posted by the S&P/ASX 200 Index (ASX: XJO) as we head into the lunch hour, while one is trailing that performance.

Here’s why these stocks are making headlines today.

Santos shares lift on quarterly revenue boost

Santos shares are up 2.4% at time of writing, changing hands for $7.62 apiece.

This outperformance follows the release of the ASX 200 energy stock’s March quarter update (Q1 2026).

Over the three months, Santos produced 22.5 million barrels of oil equivalent (mmboe), up 1% from Q4 2025. And sales revenue was up by 3% to US$1.27 billion.

The company’s free cash flow from operations of US$383 million was in line with Q4 2025. And management reaffirmed Santos’ full-year 2026 production and cost guidance.

Commenting on the progress of the company’s major projects intended to support Santos shares longer-term, CEO Kevin Gallagher said:

The Pikka phase 1 oil project is now mechanically complete with commissioning activities progressing well and first sales oil expected in the coming weeks.

The Barossa project has had a few challenges during commissioning. Pleasingly we have now replaced the dry gas seals on the compressors and the FPSO is expected to commence ramping up as we complete the flushing and cleaning of the heat exchanger trains.

The Quokka-1 appraisal well was a resounding success, confirming a high-quality resource that reinforces the strength of our Alaska portfolio.

Ampol shares gain on acquisition news

Ampol shares are also in the green today, up 1.2% at $33.20 each.

Investors are bidding up the Aussie fuel supplier following an update on Ampol’s proposed acquisition of fuel and convenience store operator EG Australia.

Ampol reported that it has submitted a formal remedy offer with the Australian Competition and Consumer Commission (ACCC).

In a move to address competition concerns and achieve regulatory approval for the acquisition, Ampol has increased the number of sites proposed for divestment to 41, up from the prior 37.

The ASX 200 energy stock expects a phase 2 determination from the ACCC by 5 June .

Core Lithium shares sinking on Finniss update

Joining Ampol and Santos shares in the headlines today we find Core Lithium.

After initially trading higher this morning, shares in the ASX All Ords lithium stock are down 6.2% at time of writing, swapping hands for 34.7 cents apiece.

This follows Core Lithium’s own quarterly update, in which the miner detailed the progress being made on its Finniss Lithium Project restart program.

“The March quarter was a defining period for Core, with Final Investment Decision approval and a fully committed Funding Package secured to restart Finniss,” Core Lithium managing director Paul Brown said.

The post Why is everyone talking about Core Lithium, Ampol and Santos shares on Thursday? appeared first on The Motley Fool Australia.

More reading

• Santos is back in focus. Here’s why the shares are pushing higher today
• Up 444% in a year, what’s moving Core Lithium shares today?
• Santos Q1 2026: Higher revenue, project ramp-up, steady guidance
• Ampol’s final ACCC remedy brings EG Australia acquisition closer
• 5 things to watch on the ASX 200 on Thursday

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.

Xero Ltd (ASX: XRO) shares are trading in the red again on Thursday morning.

At the time of writing, the shares are down 0.6% to $82.26 a piece.

Despite some minor softening today, the shares are still up 17% from a three-year low recorded 10 days ago.

Though, there is some way to go to recoup losses shed over the past 12 months. Xero shares are now down a staggering 48% over the past 12 months and have lost 58% of their value since peaking at an all-time high in June last year.

The question is: since rebounding from a multi-year low, are Xero shares now a buy? Or is this a temporary peak until the next crash?

Why have Xero shares crashed so far over the past year?

Xero has faced several major headwinds over the past year, sending its share prices crashing. Even robust financial results didn’t stop investors from selling up their stock.

The share price decline was mostly the result of a sector-side sell off of technology stocks following rising concerns that AI could disrupt traditional software models. Many investors were worried that smarter, cheaper tools could reduce the need for subscription platforms like Xero. And sentiment quickly turned south. 

At the same time, a sharp increase in the value of some ASX tech shares in 2025, including Xero, also sparked concerns that tech companies were overvalued and overdue a price correction. 

What has driven Xero shares higher over the past 10 days?

There hasn’t been any price-sensitive news out of the tech company to explain the recent rebound. This implies it’s mostly a result of value investors buying back into the stock at a more attractive price after the steep sell-off.

At the same time, it looks like headwinds from AI concerns are finally beginning to ease.

Is the tech stock a buy, hold or sell now?

Analysts appear to be incredibly bullish on Xero shares, with widespread anticipation that we’ll see some significant upside over the next 12 months.  

TradingView data shows that, out of 14 analysts, 13 have a buy or strong buy rating. They tip a potential average upside of up to 70% to $139.15 a piece over the next 12 months. 

However some analysts think the increase could be far steeper. The maximum $229.49 target price implies that Xero shares have the potential to soar 180% higher.

Hopefully, the latest rebound signals the beginning of a turnaround in investor sentiment and a resurgence of Xero’s share price. 

The post Are Xero shares a buy after rebounding 17% from three-year low appeared first on The Motley Fool Australia.

More reading

• 4 reasons to buy Xero shares today
• 5 oversold ASX shares to buy before the end of April
• 2 ASX tech shares to buy as sector rockets back: experts
• Is the worst over for Xero shares? Here’s what the chart is showing
• Buy, hold, sell: Xero, Woolworths, CBA shares

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

ASX shares Generation Development Group Ltd (ASX: GDG) and Airtasker Ltd (ASX: ART) just released quarterly updates. 

Following these results, the team at Morgans updated their guidance on both ASX shares. 

Here’s what the companies reported, and the broker’s updated view. 

Generation Development Group

Yesterday, Generation Development Group released a March 2026 quarterly update. 

This included:

• Funds Under Management increasing to $34.8 billion, up 30% vs the PCP for its subsidiary Evidentia Group
• FUM of $5.3 billion at 31 March 2026, up 35% on the prior year ended 31 March 2025 for Generation Life. 

It was reported earlier today that these results prompted a 22% share price crash yesterday. 

However this fall has now created a buy-low opportunity according to Morgans. 

The broker has lowered its price target to $6.16 (previously A$6.66). 

However from today’s stock price hovering around $3.62, this indicates an upside potential of 70%. 

We continue to be attracted to GDG’s exposure to structural growth areas, and its strong competitive positioning in these markets. With GDG trading at a >20% discount to our target price, we maintain our Buy recommendation.

Morgans isn’t the only broker with optimism around these ASX shares. 

Bell Potter also has a buy recommendation, along with a price target of $6.20. 

Airtasker

Airtasker is an online platform that connects people wanting to outsource tasks with people who are willing to do them for a fee. 

The company also recently released a quarterly update.

It reported: 

• Australian Gross Merchandise Value (GMV) of $56.7m, up 17.8% on pcp
• 3Q26 Group revenue was +~12% on the pcp to A$15.2m. 

On the back of Q3 performance, Airtasker re-affirmed FY26 guidance issued in February. 

Based on this guidance, the team at Morgans retained its buy recommendation, but slightly lowered its price target. 

Whilst our forecasts remain unchanged at this juncture, we adopt the new house risk-free rate of 4.6% (from 4.2%) into our valuation. Our price target is lowered to A$0.47 from A$0.51 as a result. We retain our BUY recommendation.

At the time of writing, Airtasker shares are down 3% today and are hovering around 25 cents per share. 

From this price, the updated target from Morgans indicates an upside potential of 88%. 

The post Broker reiterates buy ratings on 2 ASX shares appeared first on The Motley Fool Australia.

More reading

• After a 22% crash, this ASX 200 stock could be set to rise 74% according to Bell Potter
• These ASX 200 stocks are surging today and could rally 50% higher this year
• Here are the top 10 ASX 200 shares today
• 3 ASX penny stocks drawing positive ratings from experts
• Morgans says these small-cap ASX shares could rise 85%+

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

Santos Ltd (ASX: STO) shares are pushing higher on Thursday, with the energy giant back in focus following its latest quarterly release.

The stock is up 3.36% to $7.69 in late morning trade.

That builds on a solid run this year, with Santos shares now up around 25% in 2026.

Here’s what is driving the latest move.

Revenue lifts as pricing and mix improve

Santos reported sales revenue of $1.27 billion for the March quarter, up 3% on the prior quarter.

The increase was supported by stronger crude oil sales and higher third-party LNG volumes.

Total sales volumes came in at 24.2 million barrels of oil equivalent, down 2% on the previous quarter.

Production edged higher to 22.5 mmboe, a 1% increase, reflecting contributions from recent developments.

Pricing across the portfolio was mixed.

Crude oil prices rose compared to the prior quarter, while LNG-linked pricing held broadly steady.

Free cash flow from operations was $383 million, in line with the previous quarter.

Major projects continue to move forward

The update pointed to continued progress across Santos’ development pipeline.

The Pikka Phase 1 project in Alaska reached mechanical completion early in the quarter.

Fuel gas introduction and commissioning activities are underway, with first oil targeted in 2026.

At Barossa LNG, the FPSO is preparing to ramp up production following recent commissioning work.

Some delays were flagged during commissioning, though equipment issues have now been addressed.

The project is set to support future production growth.

Elsewhere, appraisal work at the Quokka discovery confirmed a high-quality resource base, supporting further development planning.

Strong operating performance across core assets

Operationally, Santos continues to run its base assets at steady production levels.

PNG LNG maintained uptime above 98%, delivering an annualised run rate of 8.6 Mtpa.

GLNG also delivered steady output, with production holding at a similar level to recent quarters.

Across Australia, assets in the Cooper Basin and Western Australia produced consistently, despite some weather-related disruptions.

The company also noted progress on cost control, with disciplined capital allocation remaining in place.

Guidance unchanged as outlook holds steady

Santos left its full-year guidance unchanged.

Production is expected to come in between 101 and 111 mmboe, with sales volumes in the same range.

Total capital expenditure is forecast at $1.9 billion to $2.1 billion, while unit production costs are expected to range from $6.95 to $7.45 per barrel of oil equivalent.

The company also confirmed it will host an investor day in late May.

Foolish takeaway

This looks like a business moving through the build phase and getting closer to bringing projects online.

Production has not yet increased, but the groundwork is in place with multiple developments nearing completion.

That is likely what the market is starting to price in.

Personally, I would be more interested in a pullback.

The long-term setup still looks solid, but after a 25% run this year, the easier gains may already be in.

The post Santos is back in focus. Here’s why the shares are pushing higher today appeared first on The Motley Fool Australia.

More reading

• Santos Q1 2026: Higher revenue, project ramp-up, steady guidance
• 5 things to watch on the ASX 200 on Thursday
• 5 things to watch on the ASX 200 on Wednesday
• 5 things to watch on the ASX 200 on Tuesday
• 5 things to watch on the ASX 200 on Monday

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.

A number of ASX gold shares are in the spotlight on Thursday after releasing quarterly updates.

Let’s see what they reported and how the market is reacting to the releases. Here’s what you need to know:

Perseus Mining Ltd (ASX: PRU)

The Perseus Mining share price is edging lower today after the gold miner released its third-quarter update.

The company posted production of 107,144 ounces of gold at an all-in site cost of US$1,748 per ounce. The latter was comfortably lower than its average realised price, which underpinned an average cash margin of US$2,395 per ounce of gold produced. This delivered estimated operating cash flow of US$252 million.

FY 2026 production and all-in site cost guidance remains unchanged at 400,000 ounces to 440,000 ounces with an AISC of US$1,600 per ounce to US$1,760 per ounce.

Regis Resources Ltd (ASX: RRL)

The Regis Resources share price is also down slightly today.

It released its third-quarter update and reported gold production of 90.6k ounces at an all-in sustaining cost (AISC) of $2,807 per ounce.

This comprises Duketon production of 57.5k ounces at an AISC of $3,139 per ounce and Tropicana production of 33.1k ounces at an AISC of $2,140 per ounce.

Gold sales for the quarter were 89.1k ounces for a total of $622 million at an average realised price of $6,977 per ounce.

Looking ahead, while the recent spike in diesel price is impacting the company’s costs, it advised that if the current prices stay steady, it will still expect to come within its guidance.

West African Resources Ltd (ASX: WAF)

The West African Resources share price is trading lower today following the release of the gold miner’s first-quarter update.

It reported quarterly gold production of 107,728 ounces with an AISC of US$1,921 per ounce. This underpinned cash flow from operating activities of $440 million, which lifted its cash balance to a record high of $847 million.

This means the company is performing in-line with its guidance for the year. West African’s executive chair and CEO, Richard Hyde, commented:

With quarterly production of 107,728 ounces gold at an AISC of US$1,921/oz from our two large low-cost gold production centres of Sanbrado and Kiaka in Burkina Faso and based on our planned production profile for 2026, WAF is on-track to achieve annual production guidance of 430,000 – 490,000 ounces of gold at an AISC below US$1,900/oz.

The post What did ASX gold shares Regis Resources, Perseus, and West African report today? appeared first on The Motley Fool Australia.

More reading

• Regis Resources posts solid March quarter with strong cash flow and dividend
• West African Resources posts record cash, strong Q1 gold output
• Perseus Mining lifts gold production and maintains strong balance sheet in March 2026 quarter
• Why is everyone talking about Regis Resources, Lynas and Rio Tinto shares on Tuesday?
• Why are West African Resources shareholders celebrating today?

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.

PLS Group Ltd (ASX: PLS) shares are edging lower today.

Shares in the S&P/ASX 200 Index (ASX: XJO) lithium stock – formerly known as Pilbara Minerals – closed yesterday trading for $5.92. In morning trade on Thursday, shares are swapping hands for $5.89 apiece, down 0.5%.

For some context, the ASX 200 is down 0.4% at this same time.

Taking a step back, PLS shares have gained 304% over the past 12 months. And brave investors who waded in and bought the ASX 200 lithium stock at one -year closing lows of $1.14 a share 3 June will be sitting on eye-popping gains of 417% today.

That’s enough to turn an $8,000 investment into $41,333. In less than one year.

But with those remarkable gains already baked into the share price, is the Aussie lithium miner still a good buy today?

Should you buy PLS shares today?

Catapult Wealth’s Dylan Evans recently analysed the outlook for this surging ASX 200 lithium stock (courtesy of The Bull).

“PLS is a lithium producer. Demand for lithium is well supported, driven by consistent growth and adoption of technologies, including battery energy storage and electric cars,” Evans noted.

He added:

Demand is revealed in the group’s recently signed off-take agreement with China’s Canmax Technologies, a deal that included a record US$1,000 a tonne price floor.

PLS announced its deal with Chinese-listed lithium-ion battery material manufacturer Canmax Technologies Co Ltd (SHE: 300390) on 10 February.

The two-year agreement will see PLS supply Canmax with 150 thousand tonnes of spodumene concentrate (a lithium bearing ore) per year. The two parties have the option to extend the agreement for a third year.

Commenting on the agreement that helped boost PLS shares on the day, PLS CEO Dale Henderson said:

The US$100 million interest-free prepayment and floor price structure demonstrate strong commercial confidence in our product and performance, while preserving full exposure to price upside.

However, Catapult Wealth’s Evans isn’t ready to pull the buy trigger on the skyrocketing Aussie lithium miner just yet.

Summarising his hold recommendation on PLS shares, Evans concluded, “Looking forward, PLS is well placed to grow as it has the means for substantial expansion potential at its existing Pilgangoora operations in Western Australia.”

What were the latest earnings results from the ASX 200 lithium miner?

PLS reported its half-year results (H1 FY 2026) on 19 February.

Highlights included a 47% year-on-year increase in revenue jumped to $624 million. And on the bottom line, PLS reported a net profit after tax (NPAT) of $33 million, up from a $69 million loss in H1 FY 2025.

Amid high market expectations, PLS shares closed down 0.9% on the day of the results release.

The post After more than quadrupling investors’ money in a year, are PLS shares still a buy? appeared first on The Motley Fool Australia.

More reading

• What are experts saying about these red hot ASX 200 shares?
• This ASX shares and ETF mix could be the key to early retirement
• PLS vs Rio Tinto shares: Which is the better buy?
• ASX lithium shares rally as oil shock highlights EV appeal
• 6 ASX 200 shares downgraded by the experts this week

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.

S&P/ASX 200 Index (ASX: XJO) shares are in the red on Thursday amid no signs of progress with the Iran conflict.

US President Donald Trump said the ceasefire would remain in place pending a revised peace proposal from Iran.

ASX 200 shares are trading at 8,818.5 points, down 0.3%, at the time of writing.

Meanwhile on The Bull this week, two experts have run the ruler over three ASX 200 shares.

Let’s check out their assessment.

Life360 Inc (ASX: 360)

The Life360 share price is $22.31, up 2.9% today and down 53% over the past six months.

LIfe360 is an information technology company that provides a mobile tracking app for families.

Christopher Watt from Bell Potter has a buy rating on this ASX 200 technology share.

Watt explains:

The company offers a compelling growth story driven by its unique position at the intersection of safety, connectivity and subscription-based monetisation.

The integration of hardware and software ecosystems provide options for further monetisation, while operating leverage is beginning to emerge.

Given strong top line momentum, expanding margins and the recent sell-off in line with the broader technology sector, Life360 presents an attractive risk-reward profile, particularly at current levels.

Lynas Rare Earths Ltd (ASX: LYC)

The Lynas Rare Earths share price is $18.84, down 4.4% today and up 54% in the year to date (YTD).

Lynas is an Australian miner that operates a mining and concentration plant in Western Australia and a processing plant in Malaysia.

Dylan Evans from Catapult Wealth has a hold rating on this ASX 200 rare earths share.

Evans said:

Lynas remains one of the few rare earths producers outside China, and the strategic value of its Australian location has only become more obvious in the shadow of the war in Iran.

The recent 10-year renewal of the company’s Malaysian operating licence provides further certainty, particularly as the Malaysian Government has left uncertainty in the past.

Sustaining the company’s demanding valuation is a challenge, with much of its future potential priced into the share price at recent levels, in our view.

Iress Ltd (ASX: IRE)

The Iress share price is $7.04, down 1.7% today and down 21% over the past six months.

Iress sells financial market and wealth management software across Australia, Asia, Canada, and the UK.

Evans has a sell rating on this ASX 200 tech share.

The analyst said:

The recurring subscription model has always been attractive, delivering reliable and consistent earnings over several decades.

However, other competitors are emerging and could challenge IRE’s all-in-one model with a solution built from smaller offerings.

This may challenge IRE’s long term market share.

Evans points out that the Iress share price has fallen from $9.68 in November to where it is today — a 27% drop.

The post Buy, hold, or sell? Life360, Iress, Lynas Rare Earths shares appeared first on The Motley Fool Australia.

More reading

• 2 ASX shares tipped to grow at least 50% in the next 12 months
• UBS names 3 ASX 200 shares to buy right now
• 3 reasons to buy Life360 shares today
• Boom or bust: What’s next for Lynas shares?
• Why ANZ, Challenger, Hub24, and Lynas shares are dropping today

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 positions in and has recommended Life360. 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 Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Regis Resources Ltd (ASX: RRL) share price is in focus as the company reported strong cash generation in its March 2026 quarter, underpinned by 90.6 thousand ounces (koz) of gold production and a solid cash and bullion position of $1.13 billion.

What did Regis Resources report?

• Gold production of 90.6koz at an All-In Sustaining Cost (AISC) of $2,807/oz
• Gold sales for the quarter of 89.1koz, generating $622 million at an average price of $6,977/oz
• Operating cash flow of $422 million for the quarter
• Cash and bullion rose by $198 million to $1.13 billion at 31 March 2026
• Declared and paid a fully franked interim dividend of 15 cents per share, totalling $114 million (paid post quarter-end)
• Group Mineral Resources climbed 10% to 8.28Moz and Mineral Reserves grew by ~20% to 1.97Moz year on year

What else do investors need to know?

Regis continued to maintain a strong safety record, with its twelve-month rolling lost time injury frequency rate (LTIFR) at 0.32 per million hours, well below the Western Australian gold industry average. No significant environmental incidents were reported.

Growth capital expenditure guidance for FY26 was increased to $240–255 million, mainly due to bringing forward pre-strip activity at Buckwell and higher diesel prices. The company is also progressing development across its underground operations at both Duketon and Tropicana, and work continues to advance the McPhillamys project, which remains subject to an ongoing judicial review.

What did Regis Resources management say?

Managing Director and CEO Jim Beyer said:

The March quarter delivered another period of consistent performance across Duketon and Tropicana, with both operations performing in line with forecasts ensuring the business continues to generate strong cash flow in the current gold price environment… The strength of our operating performance and balance sheet leaves Regis well positioned to continue investing in value accretive growth across the portfolio, while maintaining the financial discipline and flexibility that has always underpinned our approach to capital management. Our cash and bullion balance of $1.13 Billion at the end of the quarter speaks to this strength, enabling the capital management policy that was announced during the quarter. These benefits are clearly illustrated by the declaration of a 15cps interim dividend, for a total of $114M, which was paid after quarter end.

What’s next for Regis Resources?

Looking ahead, Regis expects to remain within its full-year production and cost guidance range, although ongoing higher diesel prices may push AISC towards the upper end. Mineral Resource and Ore Reserve growth at both Duketon and Tropicana continues to underpin the company’s strategy for operational life extension and value creation.

Regis plans to maintain its capital management focus, with upcoming dividends or potential share buybacks guided by its new capital policy. Development activity will stay focused on underground projects and advancing McPhillamys, pending resolution of the judicial review.

Regis Resources share price snapshot

Over the past 12 months, Regis Resources shares have risen 69%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 11% over the same period.

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The post Regis Resources posts solid March quarter with strong cash flow and dividend 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.