Category: Stock Market

Over the long-term, it’s the ASX shares increasing earnings at a good rate of compounding that are most likely to grow our wealth over time.

Therefore, businesses that can unlock the most earnings growth are best positioned to deliver the strongest shareholder returns.

In the next three to five years, I’m expecting the following investments to deliver excellent returns. In a decade, they could have achieved significant growth for shareholders.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is one of the leading ASX tech shares, in my view. It offers enterprise software for more than 1,300 clients including businesses, government agencies, local councils and universities.

Organisations are increasingly seeking high-quality software to help run their operations, given how it allows them to run more efficiently and give all users access to the best software possible.

TechnologyOne regularly spends more than 20% of its revenue on research and development (R&D) each year, enabling the ASX share to make the best software possible and unlocking more growth.

One of the company’s key drivers of its financials is how it targets revenue growth from its existing customer base each year of around 115%. That’s the net revenue retention rate (NRR).

If the company’ overall revenue grows at 15% per year, that’s a fantastic growth rate to help earnings growth at least at that pace.

Plus, the business expects to grow its profit margins in the coming years as it benefits from operating leverage.

I’m particularly optimistic by what the business can achieve in the UK because the organisation and government set-ups are fairly similar to Australia.

If it can reach its $1 billion annual recurring revenue (ARR) goal in the next few years, I think it’ll be of the ASX’s top tech shares.

According to the projection on CMC Invest, the ASX share is valued at 62x FY26’s estimated earnings.

WCM Quality Global Growth Fund (ASX: WCMQ)

The other investment I want to talk about is this exchange-traded fund (ETF), which looks over the international share market for opportunities that can deliver an improving economic moat.

It’s the economic moat that allows a business to protect and grow its earnings from competitors who want to come in and steal some customers.

By only focusing on businesses with improving economic moats, I think WCM’s portfolio is, on average, very high-quality. On top of that, this ASX ETF wants to see that potential investments have a corporate culture that supports the improving economic moat.

In terms of investment returns, impressively, the fund has returned an average of around 13% per year in the last five years thanks to its investment strategies.

I think every Australian would benefit by having some of their portfolio invest in international shares, and this is an appealing way to do it. It also comes with a bonus of a targeted dividend yield of at least 5%.

These aren’t the only ASX shares I expect to have a strong decade ahead, though.

The post 2 top ASX shares to buy and hold for the next decade appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Technology One and Wcm Quality Global Growth Fund. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Technology One. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are looking for ASX 200 shares that brokers are bullish on, then read on.

Listed below are 10 shares that have been given buy ratings by analysts this week.

Here’s what they are recommending:

Capstone Copper Corp (ASX: CSC)

Macquarie has retained its outperform rating on copper miner Capstone Copper and lifted its price target to $18.00 from $16.40.

Based on the current share price of $15.82, this implies potential upside of approximately 14%.

Genesis Minerals Ltd (ASX: GMD)

Macquarie has retained its outperform rating and $9.00 price target on this ASX 200 gold share.

Based on its current share price of $6.20, this suggests that upside of 45% is possible for investors.

Goodman Group (ASX: GMG)

Citi remains positive on Goodman Group.

The broker has retained its buy rating and $40.00 price target on the industrial property group’s shares. Based on the current share price of $32.70, this suggests potential upside of approximately 22%.

Guzman y Gomez Ltd (ASX: GYG)

UBS continues to see value in Guzman y Gomez.

The broker has retained its buy rating and $24.00 price target on the restaurant operator’s shares. Compared with the current share price of $19.04, this implies potential upside of approximately 26%.

Liontown Resources Ltd (ASX: LTR)

Bell Potter is sticking with its buy rating on Liontown Resources.

The broker has lifted its price target to $2.90 from $2.65. Based on the current share price of $2.13, this points to potential upside of approximately 36%.

Lovisa Holdings Ltd (ASX: LOV)

UBS has retained its buy rating and $26.00 price target on this ASX 200 fashion jewellery retailer’s shares.

Based on the current share price of $22.83, this implies potential upside of approximately 14%.

Megaport Ltd (ASX: MP1)

Citi remains bullish on this ASX 200 share.

The broker has retained its buy rating and $22.10 price target on the network-as-a-service company’s shares. Based on the current share price of $19.84, this suggests potential upside of approximately 11% is possible.

Qantas Airways Ltd (ASX: QAN)

UBS is staying positive on Qantas.

The broker has retained its buy rating on the airline operator’s shares, though it has trimmed its price target slightly to $11.15 from $11.25. Based on the current share price of $9.98, this implies potential upside of approximately 12%.

SEEK Ltd (ASX: SEK)

UBS also remains positive on SEEK.

The broker has retained its buy rating and $18.20 price target on the job listings company’s shares. Compared with the current share price of $13.94, this implies potential upside of approximately 31%.

Treasury Wine Estates Ltd (ASX: TWE)

Finally, Citi continues to rate Treasury Wine as an ASX 200 share to buy.

The broker has retained its buy rating and $5.50 price target on the wine company’s shares. Based on the current share price of $4.83, this suggests potential upside of approximately 14%.

The post 10 ASX 200 shares given buy ratings this week appeared first on The Motley Fool Australia.

More reading

• Top brokers name 3 ASX shares to buy now
• How these 3 ASX 200 mining stocks have more than tripled investors’ money in a year
• 2 of the best ASX 200 blue-chip shares I’d buy in June
• Is Goodman Group a buy for dividend income today?
• How to make $2,000 of monthly passive income from ASX shares

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Goodman Group, Lovisa, Megaport, and Treasury Wine Estates. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, Lovisa, Macquarie Group, Megaport, and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia has recommended Goodman Group, Lovisa, and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Buying Commonwealth Bank of Australia (ASX: CBA) shares five years ago would have delivered more than twice the gains posted by the S&P/ASX 200 Index (ASX: XJO) over the same period.

Among the helpful tailwinds, the ASX 200 bank stock has benefited from a strong management team as well as its market dominating position.

Not only does CommBank count as Australia’s biggest bank, for much of the past five years it was also the biggest stock on the ASX. A title it only recently handed back to BHP Group Ltd (ASX: BHP).

So, if you’d bought $10,000 worth of CBA shares five years ago, just how much would that really be worth today?

A $10k investment in CBA shares

Five years ago, on 18 June 2021, you could have picked up CBA shares for $103.69 each.

For $10,000, then, you could have bought 96 shares in the ASX 200 bank stock, with enough change left over for a decent lunch.

In afternoon trade on Wednesday, shares were changing hands for $162.89, marking a five-year gain of 57.1%. That means you could now sell your 96 shares for $15,637.

But wait. There’s more!

If you owned CBA shares for the last five years, you’d also have received the past 10 fully franked dividends the bank paid to eligible stockholders over this time.

According to my trusty calculator, that works out to $22.20 a share in passive income.

Assuming you spent those dividends as they came in, rather than reinvesting them, then the accumulated value of the 96 CommBank shares you bought five years ago for $10,000 is now worth $17,769.

Not to mention that decent lunch you had.

But what is that really worth?

Real versus nominal value

With inflation coming back with a vengeance following the COVID years, it pays to distinguish between real value and nominal value.

What do I mean?

Basically, the nominal value of an Australian dollar doesn’t change over time. However, its real value is eroded over time by inflation as the purchasing power of that dollar declines.

According to various estimates, since June 2021 inflation has reduced the real value of the Aussie dollar by around 22.3% to 22.9%.

If we take the middle value of 22.6%, then the $10,000 in cash you have buried in your backyard would be worth around $8,156 five years ago. Which is why we aim to buy ASX shares that outpace the eroding powers of inflation and tend to leave the cash burying to others.

Now, as we saw above, the nominal value of the $10,000 worth of CBA shares you bought five years ago would be $17,769 today.

The real value would be worth $14,493.

So, while inflation has taken a material bite out of those real gains, CommBank stock has still delivered a real return of around 50% in five years.

The post $10,000 invested in CBA shares 5 years ago is now really worth… appeared first on The Motley Fool Australia.

More reading

• The RBA just held rates at 4.35%. Here’s what it means for these ASX bank shares
• If I invest $5,000 in CBA shares today, what passive income would I get in FY27?
• Got $10,000? I’d buy these ASX 200 shares right now
• Forget CBA and buy these ASX dividend shares
• What does the RBA decision mean for the big four bank shares?

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 recommended BHP Group. 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) has shown signs of life over the last week as investors have enjoyed some positive news. 

Australia’s benchmark index is up almost 5% across the last 5 days of trading as headwinds have eased.

Firstly, on Friday last week the ASX 200 jumped as energy shares led the charge. 

Then on Monday, investors continued piling into ASX 200 stocks after a breakthrough in the conflict between the United States and Iran.

Investors also seemed to take the RBA interest rate decision as a positive one as the benchmark index rose following the announcement. 

While it’s been a volatile year in 2026 for investors, these headwinds may now be easing, which could help push the ASX 200 into a rally to end the year. 

If that does eventuate, there are several key sectors that could rebound. 

Technology shares

Despite already showing some signs of recovery, many ASX tech shares remain well below fair value according to brokers. 

Many of these ASX 200 tech companies are yet to fully recover following AI replacement fears. 

Several options that remain well below broker estimates include:

• Xero Ltd (ASX: XRO)
• WiseTech Global Ltd (ASX: WTC)
• NextDC Ltd (ASX: NXT). 

If interest rates are cut later this year, ASX tech shares like these could stand to benefit. 

When interest rates fall, the future earnings of tech companies are discounted at a lower rate, which mechanically boosts their present valuations.  

This effect is amplified for ASX tech stocks because they tend to be long-duration, growth-oriented businesses whose value is heavily weighted toward profits years down the line. 

Lower rates also reduce borrowing costs for capital-hungry companies and ease pressure on Australian mortgage holders. 

This can help free up household spending on software subscriptions and digital services. 

Finally, with cash and bonds yielding less, investors rotate into growth equities. ASX tech tends to be a primary beneficiary of that shift.

Investors looking to diversify across the entire sector could also consider the Betashares S&P ASX Australian Technology ETF (ASX: ATEC). 

The fund offers a simple way to back local innovation across several different tech names. 

Aussie healthcare

ASX healthcare shares have been amongst the hardest hit in 2026. 

The S&P/ASX 200 Health Care (ASX: XHJ) index remains down nearly 30% year to date. 

It has been hit hard by a rotation away from the sector and into energy, defence and safe-haven assets over the last year. 

While the tech sector may attract growth minded investors, many ASX healthcare shares could appeal to value investors.

Some of the largest ASX healthcare shares by market cap sit close to multi-year lows. 

Those happy to play the long game could consider names such as: 

• CSL Ltd (ASX: CSL)
• Pro Medicus Ltd (ASX: PME)
• Cochlear Ltd (ASX: COH). 

Recent broker targets are anticipating as much as a 37% rise for these ASX 200 shares. 

The post If the ASX 200 rallies in the back half of the year these sectors could be portfolio winners appeared first on The Motley Fool Australia.

More reading

• Do WiseTech Global shares have a moat?
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• After SpaceX, the Anthropic and OpenAI IPOs are next. Here is what ASX AI investors need to know
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Motley Fool contributor Aaron Bell has positions in WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Cochlear, WiseTech Global, and Xero. 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 WiseTech Global and Xero. The Motley Fool Australia has recommended CSL, Cochlear, and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Wednesday, the S&P/ASX 200 Index (ASX: XJO) was in fine form and pushed higher. The benchmark index rose 0.55% to 8,966.3 points.

Will the market be able to build on this on Thursday? Here are five things to watch:

ASX 200 expected to tumble

It looks set to be a disappointing session for Australian investors on Thursday after a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 72 points or 0.8% lower this morning. In the United States, the Dow Jones was down 1%, the S&P 500 fell 1.2%, and the Nasdaq tumbled 1.35%.

Hold Accent shares

Accent Group Ltd (ASX: AX1) shares are almost fully valued according to analysts at Bell Potter. This morning, in response to a takeover approach, the broker has retained its hold rating on the footwear retailer’s shares with an improved price target of 80 cents (from 60 cents). It said: “We see this as an opportunistic bid at a time when AX1 navigates cyclical low macroeconomic conditions especially in its key lifestyle footwear market (~60% of the group) with the broader category trending flat to negative in Australia and multiple earnings downgrades resulted from weak market conditions & poor performance from non-core businesses.”

Oil prices ease

It could be a subdued session for ASX 200 energy shares Woodside Energy Group Ltd (ASX: WDS) and Santos Ltd (ASX: STO) after oil prices eased further overnight. According to Bloomberg, the WTI crude oil price is down 0.1% to US$75.96 a barrel and the Brent crude oil price is down 0.1% to US$78.88 a barrel. Traders have been selling oil since the US and Iran agreed to a peace deal.

BHP and Rio Tinto shares on watch

BHP Group Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO) shares could have a poor session on Thursday after their NYSE-listed shares dropped on Wall Street overnight. BHP shares were down almost 2.5% and Rio Tinto shares were down almost 3%. This may have been driven by a pullback in commodity prices, including a 2.1% decline in the copper price.

Gold price sinks

It could be a poor session for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) on Thursday after the gold price sank overnight. According to CNBC, the gold futures price is down 1.8% to US$4,227.3 an ounce. This was despite the US Federal Reserve keeping interest rates on hold overnight. This was the first policy decision under new chair Kevin Warsh.

The post 5 things to watch on the ASX 200 on Thursday appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor James Mickleboro has positions in Accent Group and Woodside Energy Group Ltd. 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 Accent Group and BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

SpaceX has had an extraordinary first few days as a public company.

Shares were issued at US$135 before beginning trade on the Nasdaq last Friday, closing their first session at US$160.95 before finishing Tuesday at US$201.80.

That leaves Space Exploration Technologies Corp (NASDAQ: SPCX) shares well above the IPO price after just four trading sessions.

Australian investors cannot buy SpaceX directly on the ASX. But two ASX-listed options may benefit directly from this momentum.

Why SpaceX’s rally matters for ASX investors

Australian mining billionaire Gina Rinehart secured more than US$1 billion worth of SpaceX shares through Hancock Prospecting during the IPO.

That stake has already generated a significant paper profit million in under a week.

Rinehart described the investment as betting that the company “could become a major driver of demand for critical minerals and off-Earth infrastructure.”

That scale of return, on that scale of investment, in that short a window, has put SpaceX firmly back in the spotlight for Australian investors searching for a way in.

Betashares Space Industry ETF (ASX: RCKT)

The Betashares Space Industry ETF is the most direct ASX-listed way to gain exposure to the rally.

SpaceX is likely soon to be included in RCKT thanks to the fund’s fast-track inclusion feature. This would allow Australian investors to gain direct allocation to SpaceX through a single ASX trade.

RCKT already holds 28 companies across the global space economy, including Rocket Lab and AST SpaceMobile. Both of these have rallied alongside SpaceX as investor enthusiasm for the sector broadens.

RCKT launched at $14 per unit on 12 May 2026 and has had a volatile ride in the month since listing. This was largely due to the anticipation built ahead of the SpaceX listing.

With SpaceX up significantly since debut, the case for RCKT’s eventual SpaceX inclusion has only strengthened.

Electro Optic Systems Holdings Ltd (ASX: EOS)

Electro Optic Systems Holdings (EOS) offers a different way to participate in the space economy momentum that SpaceX’s rally has generated.

EOS operates a dedicated Space Systems division providing laser tracking and communications technology for satellite operators globally.

As the Starlink constellation grows toward the 42,000 satellites the company has regulatory approval to eventually deploy, the demand for precision ground infrastructure of the kind EOS provides continues to grow alongside it.

EOS chair Garry Hounsell confirmed at the company’s AGM that 60% to 80% of its $726 million order book is expected to convert to revenue in 2026 and 2027. This has provided a solid earnings base independent of SpaceX-driven sentiment.

The risk worth remembering

SpaceX’s current valuation leaves very little room for disappointment. The company has already pushed past US$2 trillion within hours of opening.

Hot IPOs often fail to outperform the market in their first few years as public companies, and a sharp pullback in SpaceX shares could quickly cool sentiment across RCKT and EOS as well.

Both stocks remain volatile and should be sized accordingly.

Foolish takeaway

SpaceX shares are up significantly. Australian investors cannot buy SpaceX directly, but RCKT ETF offers the closest ASX-listed proxy, with potential direct SpaceX inclusion on the horizon.

EOS on the other hand, provides exposure to the infrastructure growth that a larger Starlink constellation continues to demand.

For investors who believe the space economy momentum has further to run, both deserve a place on the watchlist.

The post SpaceX climbs nearly 20% after its IPO. Here’s why that is good news for these ASX shares appeared first on The Motley Fool Australia.

More reading

• Why AIC Mines, EOS, Flight Centre, and Nickel Industries shares are racing higher today
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• After SpaceX, the Anthropic and OpenAI IPOs are next. Here is what ASX AI investors need to know
• SpaceX shares are rocketing – how can Aussie investors get exposure?
• Why Aussie Broadband, Coles, EOS, and Santos shares are falling on Monday

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 Electro Optic Systems. 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 recently had some goods shipped from the United States to Australia. They were couriered by the American logistics company FedEx Corp (NYSE: FDX), a name you may be familiar with. You may also be wondering what this has to do with WiseTech Global Ltd (ASX: WTC) shares.

Well, FedEx may be an American company, listed on the American markets, and with a market capitalisation of US$80.1 billion.

However, I noticed something interesting on my shipping invoice. FedEx employed the use of CargoWise, and included references to it on my invoice.

CargoWise happens to be the flagship logistics service of none other than ASX tech stock WiseTech Global.

As an ASX investor, this immediately piqued my interest. We might want to take a brief pause and acknowledge the success of having a homegrown company’s services employed by a global shipping juggernaut like FedEx.

This observation got me thinking about Warren Buffett’s concept of a moat, and more specifically, whether WiseTech shares show enough evidence of an effective moat to warrant an investment.

WiseTech shares: Show me the moat

A moat is a concept that Buffett began discussing publicly in the 1990s. It refers to a permanent competitive advantage that a company can possess that helps to protect it and its profits from competitors and other threats.

Here’s how Buffett himself once described the concept back in 1995:

The post Do WiseTech Global shares have a moat? appeared first on The Motley Fool Australia.

More reading

• If the ASX 200 rallies in the back half of the year these sectors could be portfolio winners
• Down 65%+, why I’d buy and hold these ASX shares
• How to make $2,000 of monthly passive income from ASX shares
• Down 46%: What should I do with my WiseTech shares now?
• Buy, hold, sell: WiseTech, Lotus Resources, Ampol shares

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

The wait is over for ASX bank shares. The Reserve Bank of Australia held the cash rate at 4.35% on Tuesday 16 June 2026. This marked the first pause following three consecutive hikes in February, March, and May which sent the cash rate up 75 basis points since the start of the year.

The decision was widely expected, with markets pricing a hold at near-certainty heading into the meeting.

What matters more for ASX bank shares is what Governor Michele Bullock said after the decision.

What the RBA actually said

The board’s decision was unanimous.

At the press conference, Bullock revealed that no one on the board even considered raising rates this month, but she refused to rule out further hikes.

She said:

I’d say the board is still concerned. And if we need to increase rates again, we will. I think the board feels now that we’re in a better position than we were in at the beginning of the year, when interest rates were three quarters of a percentage point lower.

That is a hawkish hold.

The RBA statement noted that while oil prices had eased in recent weeks, related commodity prices remained higher than before the Middle East conflict began, and both headline and underlying inflation were still too high.

What it means for Commonwealth Bank shares

Commonwealth Bank of Australia (ASX: CBA) has forecast two rate cuts in May and August 2027. Alongside ANZ and NAB, all three banks now believing rates have peaked.

Westpac, notably, is the outlier, predicting another hike later in 2026 and again in September.

For CBA shareholders, a hold without a clear hiking signal removes near-term mortgage stress risk. But it also means the net interest margin tailwind from rising rates has likely ended.

In the first half of FY2026, CBA posted statutory net profit of $5.41 billion, up 5% year on year. This confirmed that the underlying business remains strong regardless of the rate outlook.

At approximately 26 times forward earnings, the stock still prices in little margin for error.

What it means for Westpac shares

Westpac Banking Corp (ASX: WBC) is the most mortgage-exposed of the big four bank shares, with approximately 69% of its loan book in residential mortgages.

Westpac’s own economists are forecasting a different path to their domestic rivals, expecting the RBA to hike again later in 2026 and in September.

If that forecast proves correct, Westpac shareholders face a longer period of NIM support but also extended mortgage stress risk across the loan book.

Westpac declared a fully franked interim dividend of 77 cents per share, payable on 26 June, a payment that proceeds regardless of the RBA’s rate path.

What it means for Mirvac shares

Although not technically a bank share, for Mirvac Group (ASX: MGR), the RBA’s hold is a positive signal, even with Bullock’s hawkish caveats.

Property trusts are acutely sensitive to interest rates, and Tuesday’s hold without an accompanying hike removes the most immediate valuation risk facing the sector.

The RBA noting that “the next move in the cash rate is likely to be down, but the timing is uncertain” supports a better medium-term outlook for Mirvac shares.

Mirvac shares have fallen approximately 20% over the past twelve months as the hiking cycle weighed on REIT valuations.

Macquarie carries an outperform rating on Mirvac with a price target of $2.70, arguing the residential recovery story can drive earnings higher as the rate cycle turns.

Foolish takeaway for ASX bank shares

The RBA held rates at 4.35%, exactly as expected.

But Bullock’s refusal to rule out further hikes, combined with Westpac’s contrarian forecast of another increase later in 2026, means the uncertainty for CBA, Westpac, and Mirvac shareholders is far from resolved.

The next move me be down. The timing remains the biggest open question for ASX bank shares right now.

The post The RBA just held rates at 4.35%. Here’s what it means for these ASX bank shares appeared first on The Motley Fool Australia.

More reading

• If I invest $5,000 in CBA shares today, what passive income would I get in FY27?
• Got $10,000? I’d buy these ASX 200 shares right now
• Forget CBA and buy these ASX dividend shares
• What does the RBA decision mean for the big four bank shares?
• Brokers rate these 4 ASX 200 shares as a sell!

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 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 big share price fall does not automatically create value. Sometimes the market is right to lose confidence. But in other cases, a sharp sell-off can leave long-term investors looking at a much better risk/reward than they had a year earlier.

The three ASX shares in this article have been hit hard over the past 12 months, falling by over 65%.

Even so, I think all three could be worth buying and holding.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster is one ASX share I would consider buying after its heavy fall.

The online furniture and homewares retailer is down around 73% over the past 12 months, which tells us sentiment has turned very negative.

But I think the long-term opportunity remains attractive. Furniture is a large retail category, and I still believe more of that spending can shift online over time. Buying a sofa, bed, rug, outdoor setting, or office chair online may have felt unusual years ago, but consumers are becoming more comfortable researching, comparing, and purchasing big-ticket items digitally.

Temple & Webster is built for that world. It does not need to operate a large traditional store network, and it can offer customers a broad range of products across different styles, price points, and categories. That gives it flexibility and range that would be hard to replicate through a conventional retail footprint.

WiseTech Global Ltd (ASX: WTC)

WiseTech Global is another ASX share I would buy and hold despite its 65% decline over the past year.

I think the attraction is the role it plays inside global logistics. Moving things around the world is a tricky process. Shipments can involve freight forwarders, customs brokers, warehouses, ports, carriers, regulators, documents, and multiple countries. A lot can go wrong when information is spread across disconnected systems.

WiseTech’s CargoWise platform helps customers manage more of that complexity in one place. I think that is valuable because logistics companies do not want software that only looks good in a sales demo. They need systems that help them move freight, reduce manual work, manage compliance, and keep customers informed.

The deeper software becomes in a customer’s workflow, the more important it can become.

I also think global logistics will become increasingly data-driven over time. Customers want better visibility, faster execution, and more automation. WiseTech is well placed if it can keep expanding the usefulness of its platform and integrate acquisitions effectively.

The share price fall has been painful, but I think the business still has a rare global software position from an Australian base.

Gentrack Group Ltd (ASX: GTK)

Gentrack is the third ASX share I would consider buying and holding.

Its shares are down around 71% over the past 12 months, but I think the company operates in an attractive niche.

Gentrack provides software for utilities and airports. That may not sound as exciting as consumer apps or artificial intelligence, but I like the importance of the markets it serves.

Utilities are becoming more complex. Energy retailers and infrastructure operators need to manage customer accounts, billing, usage data, pricing, regulatory requirements, distributed energy, and changing consumer behaviour. Old systems can struggle as the energy market becomes more digital and decentralised.

Airports also need better technology as passenger numbers, commercial activity, and operational demands grow. Gentrack is exposed to that need for modernisation.

The appeal for me is that specialist software can become highly valuable when it solves operational problems that customers cannot ignore. If Gentrack keeps winning work and delivering for customers, I think the business could be much larger in the years ahead.

Foolish Takeaway

Shares that fall more than 65% can feel hard to buy.

But I think Temple & Webster, WiseTech, and Gentrack all have long-term opportunities that remain worth taking seriously.

One is trying to capture more of the furniture market online, another is embedded in the complex world of global logistics, and the third is helping utilities and airports modernise their technology.

They are not low-risk shares. But for investors who can be patient and accept volatility, I think these beaten-down ASX shares could be worth buying and holding.

The post Down 65%+, why I’d buy and hold these ASX shares appeared first on The Motley Fool Australia.

More reading

• If the ASX 200 rallies in the back half of the year these sectors could be portfolio winners
• Do WiseTech Global shares have a moat?
• Here are the top 10 ASX 200 shares today
• How to make $2,000 of monthly passive income from ASX shares
• Down 46%: What should I do with my WiseTech shares 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 Gentrack Group, Temple & Webster Group, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Gentrack Group and WiseTech Global. 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.

CSL Ltd (ASX: CSL) shares may finally be showing signs of life.

The biotechnology giant has climbed 9% over the past month. That’s a significant move for a stock that has spent much of the past year under relentless selling pressure.

Even after that bounce, however, CSL shares remain down roughly 55% over the past 12 months.

That leaves investors with a big question: has the $50 billion ASX share finally turned the corner, or is this just another head fake in a painful downtrend?

Investors are starting to buy the dip

The first thing worth noting is that sentiment appears to be improving.

CSL shares were hammered throughout May, falling around 23% during the month before sliding further in early June. But after such a dramatic sell-off, bargain hunters appear to be stepping in.

After plunging 38% in 2026 alone, many investors may now believe the worst-case scenario is already reflected in the share price.

That’s not an unreasonable view.

CSL remains one of Australia’s highest-quality healthcare companies, with leading positions across plasma therapies, vaccines, and kidney care. It also benefits from powerful long-term trends, including ageing populations, rising healthcare spending, and increasing demand for specialist treatments.

Importantly, these structural growth drivers haven’t disappeared just because the share price has.

But risks remain

Of course, there’s a reason CSL shares have been under pressure.

The healthcare company has faced weaker earnings expectations, integration challenges following major acquisitions, and ongoing questions about profitability across parts of the business.

Investors are also watching closely to see whether management can successfully execute its transformation program while restoring earnings growth.

And while the recent rally is encouraging, one month does not make a trend. If earnings disappoint again or operating conditions worsen, CSL shares could easily come under renewed pressure.

That’s why some investors remain cautious despite the sharp decline.

What do analysts think?

Analysts appear divided on the near-term outlook, but most still see upside ahead.

A recent note from UBS revealed that its analysts retained a buy rating on CSL shares, albeit with a reduced price target of $158. UBS believes 2026 could mark the low point for the company’s earnings cycle.

The broker expects cost savings from CSL’s transformation program and lower plasma collection costs to support stronger earnings growth in FY2027.

TradingView data paints a similar picture. Of the 18 analysts covering CSL, 10 currently rate the stock as a hold, while the remaining eight have buy or strong buy recommendations.

The average price target sits at $138.89, implying potential upside of approximately 30% from current levels.

That said, there remains considerable disagreement. Some analysts believe CSL shares could slip around 3% to $103.02, while the most bullish forecasts point to gains of roughly 84% and a share price of $196.76.

Foolish Takeaway

CSL shares are no longer in freefall, and investors appear increasingly willing to look beyond today’s challenges.

The company still possesses world-class assets, strong competitive advantages, and attractive long-term growth drivers. However, execution risks remain and earnings recovery is far from guaranteed.

For investors willing to take a long-term view, the recent weakness may present an opportunity. For more cautious investors, waiting for clearer signs of an earnings turnaround could still be the prudent approach.

The post Investors are buying CSL shares again. Should you? appeared first on The Motley Fool Australia.

More reading

• If you invested $10,000 in CSL shares 10 years ago, here’s what they would be worth today
• 3 reasons I’d buy CSL shares in FY27
• CSL shares jump 15%: Is it time to start buying the beaten-down biotech stock?
• CSL shares trade at just 12 times forecast earnings. Here’s why they could be the buy of the decade
• CSL shares: bargain or value trap?

Motley Fool contributor Marc Van Dinther 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. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.