• The ASX stocks I think could define the next decade of growth

    A businessman compares the growth trajectory of property versus shares.

    I believe the buying and holding high-quality ASX stocks is one of the best ways to build significant wealth.

    But which stocks could be destined for big things over the next decade?

    Let’s take a look at three that appear well-placed to beat the market between now and 2035 and are being recommended as buys by analysts. They are as follows:

    NextDC Ltd (ASX: NXT)

    Artificial intelligence, streaming, cloud software, and digital commerce all rely on one physical ingredient: data centres.

    NextDC has been building Australia’s most advanced network of hyperscale and enterprise-grade data centres for more than a decade, and demand is only accelerating.

    Artificial intelligence workloads, cloud migration, and rapid corporate digitisation are driving a structural need for more compute power. And once a customer moves into a data centre, switching is costly and disruptive, which gives NextDC unusually strong pricing power and long-term revenue visibility.

    With new facilities rolling out and utilisation levels climbing each year, NextDC could be one of the ASX’s most dependable compounders well into the next decade.

    This week, in response to its agreement with ChatGPT owner OpenAI, Morgan Stanley put an overweight rating and $21.00 price target on its shares.

    Life360 Inc (ASX: 360)

    Life360 has quietly become one of the most successful tech stories on the ASX over the past few years.

    The family location app provider is now evolving into a broader safety platform with layers of subscription revenue, new product features, and global reach.

    Recent updates revealed very strong operational momentum, including accelerating subscriber growth, record paying circle additions, rising ARPU, and strong cash generation. With around 90 million monthly active users, Life360 has a significant user base to monetise through its advertising business, cross-sells, and premium offering.

    Over the next decade, its opportunities extend far beyond tracking. There are potential opportunities in home security integrations, automotive partnerships, AI-driven safety tools, and new international markets.

    It is no wonder then that Morgan Stanley recently put an overweight rating and $58.50 price target on its shares.

    Pro Medicus Ltd (ASX: PME)

    Few ASX companies enjoy the kind of competitive advantage Pro Medicus has built. Its Visage imaging platform has become the gold standard for radiologists, offering faster rendering speeds, greater efficiency, and cloud-based workflows that competitors struggle to match.

    And with radiologists in short supply, anything that improves the performance of these departments is in high demand. As a result, it is no surprise that major US health networks have been signing multi-year, multi-million-dollar contracts with Pro Medicus in recent years.

    Analysts at Citi are bullish on Pro Medicus. They have a buy rating and $350.00 price target on its shares.

    The post The ASX stocks I think could define the next decade of growth appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Life360 right now?

    Before you buy Life360 shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Life360 wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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    Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Life360, Nextdc, and Pro Medicus. 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.

  • Broker tips 30% upside for this ASX 200 stock

    Man standing on the roof rack of a van next to boxes and gear

    CAR Group Ltd (ASX: CAR) is an ASX 200 company that has seen its share price stumble in recent months. 

    It has fallen more than 20% since August, and could now be a quality buy-low candidate. 

    It is the company behind popular online marketplace carsales.com.au

    After launching in Australia, the company has diversified its exposure away from an Australian auto-classifieds platform to servicing non-auto verticals across geographies.

    It now operates digital marketplace businesses in South Korea (Encar), the United States (Trader Interactive) and Chile (chileautos).

    The team at Bell Potter released a new report on the ASX 200 stock yesterday. 

    It reiterated its buy recommendation and has a positive view on the company including a price target indicating more than 30% upside. 

    Here’s what the broker had to say. 

    Open roads ahead for Car Group

    The broker is optimistic on the company’s ability to generate cash flow thanks to its global network of platforms. 

    We recently initiated on the company with a positive view based partly on a platform enhancement roadmap designed to drive value from its market-leading networks.

    Bell Potter highlighted several growth initiatives for CAR, including:

    • Expanding consumer-to-consumer (C2C) payments in Australia, which will bring more transactions onto its platform.
    • Introducing a pay-per-lead model in North America’s marine segment, aiming to capture additional market share.
    • Pursuing geographic expansion and improved lead-nurturing capabilities in Latin America.
    • Enhancing CAR’s dealer CRM systems to help dealers more effectively buy, manage and sell vehicle inventory.

    Additionally, Bell Potter believes the company’s dealer subscription revenue model can help insulate against volume/price fluctuations of product listings.

    Discounted valuation compared to peers

    Yesterday’s report also noted that the current share price is compelling value. 

    It said Car Group continues to screen favourably on a risk-adjusted return basis when considering the stability of earnings growth against comparable ASX-listed classifieds platforms REA Group (ASX: REA) and SEEK Limited (ASX: SEK).

    Based on this guidance, the broker has a buy recommendation on this ASX 200 company. 

    It also has a price target of $42.20. 

    This indicates an upside of 30.32% from yesterday’s closing price of $32.38. 

    CAR’s current share price reflects a 12mth fwd P/E of ~28x, a two-year low; we feel this misses the underlying investment case for CAR heading into a period from 1H27 onwards from margin headwinds rolling off into an accelerating adj. EPS growth profile.

    The post Broker tips 30% upside for this ASX 200 stock appeared first on The Motley Fool Australia.

    Should you invest $1,000 in CAR Group Ltd right now?

    Before you buy CAR Group Ltd shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and CAR Group Ltd wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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    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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended CAR Group Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Top Australian stocks to buy right now with $2,000

    a man in a green and gold Australian athletic kit roars ecstatically with a wide open mouth while his hands are clenched and raised as a shower of gold confetti falls in the sky around him.

    If you are fortunate enough to have $2,000 to invest into Australian stocks right now, then you’re in luck!

    That’s because the Australian share market is home to many stocks that have delivered years of consistent growth, resilient earnings, and strong returns for patient shareholders.

    And at present, two standout names look like particularly strong candidates for anyone putting $2,000 to work.

    Here are two top Australian stocks to buy today with a $2,000 investment.

    ResMed Inc. (ASX: RMD)

    The first Australian stock is ResMed. It is one of the ASX’s global champions. ResMed specialises in sleep apnoea treatment devices and cloud-connected care solutions, which is a market that continues to expand rapidly.

    An estimated one billion people worldwide suffer from sleep apnoea, with the vast majority still undiagnosed. But that is changing. With smart watches and other devices now able to diagnose the condition, awareness is rising fast.

    That enormous patient pool gives ResMed a multi-decade runway of demand. And unlike many medical device companies relying on one-off product sales, ResMed benefits from recurring revenue streams through masks, accessories, and data subscriptions.

    In addition, while there were fears that weight loss wonder drugs could impact its market, the company disagrees and believes it will support market growth through raising awareness and combination therapies.

    Analysts at Macquarie are bullish on ResMed. They currently have an outperform rating and $49.20 price target. This implies potential upside of 30% for investors from current levels.

    TechnologyOne Ltd (ASX: TNE)

    Another Australian stock that could be a top buy is TechnologyOne. It is one of the most reliable compounding machines on the ASX.

    TechnologyOne provides mission-critical enterprise software to governments, universities, and large organisations across Australia and the UK. These are customers that are notoriously sticky and unlikely to switch providers.

    Its transition to a software-as-a-service (SaaS) model has transformed the business. Annual recurring revenue continues to grow strongly, margins have expanded, and the company has now delivered more than a decade of uninterrupted profit growth.

    The even better news is that management believes this positive form can continue. So much so, it has stated its belief that the company could double in size every five years based on its growth strategy.

    So, with its share price down heavily from recent highs, now could be an opportune time to invest.

    UBS certainly thinks this is the case. It recently put a buy rating and $38.70 price target on its shares. This suggests that upside of over 35% is possible from current levels.

    The post Top Australian stocks to buy right now with $2,000 appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Macquarie Group Limited right now?

    Before you buy Macquarie Group Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Macquarie Group Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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    Motley Fool contributor James Mickleboro has positions in ResMed and Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group, ResMed, and Technology One. The Motley Fool Australia has positions in and has recommended Macquarie Group and ResMed. 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.

  • Lazy investor: this ASX dividend growth stock deserves a spot in your portfolio

    Traveller in hammock relaxing on the beach.

    There are many income stocks on the ASX that have shown an ability to grow their dividends consistently over many years. These ASX dividend growth stocks range from the mature, slow-growers like Commonwealth Bank of Australia (ASX: CBA) and Telstra Group Ltd (ASX: TLS) to the up-and-comers like WiseTech Global Ltd (ASX: WTC) and TechnologyOne Ltd (ASX: TNE), which have juiced up their dividend payouts by breathtaking amounts in recent years.

    This can spark a conundrum for the lazy investors out there, though – the investors who just wish to buy quality stocks growing their dividends at a fast clip, and leave them in the proverbial bottom drawer. The more mature companies like Telstra or CBA might offer big upfront yields. But they don’t tend to grow them very fast.

    The up-and-comers like Wisetech and TechOne are growing payouts quickly. But these kinds of dividend growth stocks arguably require investors to keep a close watch on them, given the fast-changing nature of the tech industry.

    As such, the lazy investor might wish to find an ASX dividend growth stock that straddles these two paths.

    MFF Capital Investments Ltd (ASX: MFF) is, at least in my view, that stock.

    The perfect dividend growth stock for the lazy ASX investor

    MFF Capital is a listed investment company (LIC). This means that it holds an underlying portfolio of assets that it owns and manages on behalf of its shareholders. In MFF’s case, these assets are mostly US stocks.

    MFF’s portfolio manager, Chris Mackay, is a co-founder of Magellan and a disciple of Warren Buffett’s value investing style. He likes to buy high-quality companies at prices that make sense, and hold them through thick and thin. Some of the MFF portfolio’s largest and longest-held positions include Alphabet, Mastercard, Visa, American Express, Home Depot and Amazon.

    The beauty of a company like MFF is that its underlying investment decisions are in the hands of its fund manager, not you as the shareholder. As long as there is faith in this manager to invest prudently, investors can treat MFF Capital shares as a true bottom-drawer investment.

    MFF does indeed have a strong track record of performance under Mackay’s leadership. Its shares have returned, by my calculations, just under 12% per annum over the past ten years. That’s share price growth plus dividends.

    Speaking of dividends, MFF has one of the best track records of dividend growth around. The company has made this a priority, growing its annual payouts from 2 cents per share in 2017 to 17 cents per share (fully franked) over 2025. That’s a compounded average growth rate of over 30% per annum. MFF has already told investors to expect another increase next year, too.

    Given its bottom-drawer potential, as well as its stellar track record of providing dividend growth, I think MFF is the perfect stock for the lazy dividend growth investor right now.

    The post Lazy investor: this ASX dividend growth stock deserves a spot in your portfolio appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Mff Capital Investments right now?

    Before you buy Mff Capital Investments shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Mff Capital Investments wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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    American Express is an advertising partner of Motley Fool Money. Motley Fool contributor Sebastian Bowen has positions in Alphabet, Amazon, American Express, Mastercard, Mff Capital Investments, and Visa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Home Depot, Mastercard, Technology One, Visa, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Telstra Group and WiseTech Global. The Motley Fool Australia has recommended Alphabet, Amazon, Mastercard, Mff Capital Investments, Technology One, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • I’d buy 40,921 shares of this ASX stock to aim for $400 a month of passive income

    A young farnmer raise his arms to the sky as he stands in a lush field of wheat or farmland.

    There are not many ASX dividend stocks I like more than Rural Funds Group (ASX: RFF). I think it’s an excellent business for regular passive income.

    The real estate investment trust (REIT) owns farmland across a variety of sectors, including almonds, macadamias, vineyards, cattle, and cropping.

    As a diversification play alone, I think it’s an interesting idea because agriculture is an important industry for Australia but there are not many ways on the ASX to gain exposure to farming.

    But, Rural Funds doesn’t have the operational risk of a farming business – that’s on the reliable, blue-chip tenants instead. Let’s take a look at how good the passive income could be for investors.

    Passive income potential

    The ASX stock does not pay a distribution every month, though it does pay cash out each quarter.

    I think it’s better to think of the goal as an annual total and then divide that amount into 12 equal amounts. Receiving $400 per month equates to $4,800 per year.

    Rural Funds is expecting to pay an annual distribution of 11.73 cents per unit in FY26. That translates into a forward distribution yield of around 6%. I think that’s a solid payout considering the RBA cash rate has been cut multiple times this year.

    To receive $4,800 per year, we’re talking about 40,921 Rural Funds shares. Even receiving $1,000 or $2,000 per year would also be a good level of passive income from this business. 

    Why this is a good time to invest in the ASX dividend stock

    I think it’s a good idea to buy asset-heavy businesses for less than they’re worth.

    Rural Funds owns a portfolio of farmland, as well as loans, cash, and various other assets and liabilities. This is all measured in the (adjusted) net asset value (NAV) figure. Rural Funds’ NAV is adjusted to take into account the market value of the water entitlements it owns for tenants to use.

    At 30 June 2025, the business had an adjusted NAV of $3.08. At the time of writing, it’s valued at a discount of around 35% to its underlying value, which is large.

    The business continues to benefit from ongoing rental growth thanks to a mix of lease indexation mechanisations (annual increases that are fixed or linked to inflation), as well as market reviews.

    Another positive with this business is the long-term rental contracts, locking in a lot of income for the coming years. It had a weighted average lease expiry (WALE) of 13.9 years, which is reassuring for long-term investors.

    I think this is a great time to buy this ASX dividend stock and own for many years into the future.

    The post I’d buy 40,921 shares of this ASX stock to aim for $400 a month of passive income appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Rural Funds Group right now?

    Before you buy Rural Funds Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Rural Funds Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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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.

  • 5 things to watch on the ASX 200 on Wednesday

    A man looking at his laptop and thinking.

    On Tuesday, the S&P/ASX 200 Index (ASX: XJO) was out of form and dropped into the red. The benchmark index fell 0.45% to 8,585.9 points.

    Will the market be able to bounce back from this on Wednesday? Here are five things to watch:

    ASX 200 expected to rise

    The Australian share market looks set to rebound on Wednesday following a mixed night of trade on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 25 points or 0.3% higher this morning. In late trade in the United States, the Dow Jones is down 0.3%, the S&P 500 is up 0.1%, and the Nasdaq is up 0.2%.

    Oil prices fall

    ASX 200 energy shares such as Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a poor session after oil prices dropped overnight. According to Bloomberg, the WTI crude oil price is down 1.2% to US$58.18 a barrel and the Brent crude oil price is down 1% to US$61.88 a barrel. This was driven by Russia-Ukraine peace talk optimism.

    Buy Mesoblast shares

    Bell Potter thinks that Mesoblast Ltd (ASX: MSB) shares are good value right now. This morning, the broker has retained its buy rating and $4.00 price target on them. This implies potential upside of over 40% from current levels. It said: “The majority of the value A$4/share valuation is attached to approvals in paediatrics and adult GvHD. As the market begins to appreciate the sustainability of revenues and long term EPS growth, we expect the valuation will increase as more aggressive relative valuation models are employed.”

    Gold price rises

    It could be a decent session for ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) on Wednesday after the gold price pushed higher overnight. According to CNBC, the gold futures price is up 0.5% to US$4,238.5 an ounce. Traders were buying the precious metal ahead of the US Federal Reserve’s interest rate decision.

    Buy CAR Group shares

    Another ASX 200 share that Bell Potter is bullish on is CAR Group Limited (ASX: CAR). This morning, the broker has retained its buy rating and $42.20 price target the auto listings company’s shares. It said: “CAR’s global network of auto and non-auto classifieds platforms has scaled the ability to generate cash flows supporting growth investment and shareholder returns simultaneously. CAR continues to screens favourably on a risk-adjusted return basis when considering the stability of earnings growth against comparable ASX-listed classifieds platforms REA (Buy, TP:$244/sh) and SEK (Buy, TP:$31.45/sh); trading at a -24% discount presents a balanced opportunity to accumulate, in our view.”

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

    Should you invest $1,000 in Beach Energy Limited right now?

    Before you buy Beach Energy Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Beach Energy Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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

  • Own Qantas shares? Here are the dividend dates for 2026

    A woman ponders a question as she puts money into a piggy bank with a model plane and suitcase nearby.

    Qantas Airways Ltd (ASX: QAN) shares have had a topsy-turvy year, as the following chart demonstrates.

    The ASX 200 airline share has lifted 7.15% in the year to date (YTD) compared to a 4.9% bump for the S&P/ASX 200 Index (ASX: XJO).

    Qantas may have outperformed the ASX 200, but it’s delivered lower capital growth than many other ASX 200 large-cap shares in 2025.

    There are 60 large-caps in total (market caps above $10 billion) trading today and 32 have delivered positive capital growth this year.

    Of those 32 ASX 200 large-caps, the best performer is ASX 200 gold stock Evolution Mining Ltd (ASX: EVN) with 133.5% capital growth.

    The large-cap with the lowest capital growth is Washington H. Soul Pattinson and Company Ltd (ASX: SOL) shares with 1.8% growth.

    So, Qantas ranks towards the bottom of this list with 7.15%.

    What about dividends?

    Of course, dividends are an important part of total returns alongside capital growth.

    Qantas paid a full-year FY25 dividend of 52.8 cents per share (cps).

    Based on the current Qantas share price of $9.77, that’s a trailing dividend yield of 5.4%.

    The consensus estimate among analysts on CommSec is for Qantas to pay a full-year FY26 dividend of 42.9 cents per share.

    This equates to a forward dividend yield of 4.4%.

    That’s quite a drop, but still higher than the average dividend for ASX 200 shares these days.

    So, when will you find out for sure what Qantas shares will pay in dividends next year?

    Helpfully, Qantas has released its financial calendar for 2026.

    Get your diary out.

    Looking ahead to 2026

    Here are the dates for Qantas investors to note.

    Qantas will release its 1H FY26 results and announce its interim dividend on 26 February.

    The airline has not specified the ex-dividend dates for 2026, but they are usually one business day before the record dates.

    The record date for the interim dividend will be 11 March.

    Qantas will pay the dividend on 15 April.

    The ASX 200 airline will announce its FY26 full-year results and final dividend on 27 August.

    The record date for the final Qantas dividend will be 16 September.

    Qantas will pay the dividend on 14 October.

    The annual general meeting is scheduled for 6 November.

    Should you buy Qantas shares?

    UBS has a buy rating on Qantas shares with a 12-month price target of $11.50.

    Morgan Stanley reiterated its buy rating last month but lowered its price target from $13.40 to $12.60.

    Ord Minnett has a buy rating but also cut its price target last month from $13.80 to $13.

    The post Own Qantas shares? Here are the dividend dates for 2026 appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Qantas Airways Limited right now?

    Before you buy Qantas Airways Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Qantas Airways Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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

  • The CBA share price has fallen 19% since June, is it a buy?

    Woman with money on the table and looking upwards.

    The Commonwealth Bank of Australia (ASX: CBA) share price has declined 19% since 25 June 2025, as the chart below shows, which is a large decline for such a big business.

    After such a big drop, investors may be wondering if this is a good time to buy into the ASX bank share.

    CBA is commonly viewed as one of the highest-quality banks in the world, and comes with a price tag that reflects that (or even more).

    Let’s take a look at whether a leading fund manager thinks the bank is a buy or still overvalued.

    Earnings disappointed

    Fund manager L1 Capital recently pointed out that the CBA share price declined 11% during November as the FY26 first quarter‘s earnings disappointed on its profit margins and as elevated technology inflation led to increased costs.

    L1 pointed out that management noted caution regarding increasing competition, especially in deposits, which the market feared could indicate “further risk to margins going forward”.

    CBA reported that in the three months to September 2025, cash net profit was up 2% year-over-year. The bank said that its underlying net interest margin (NIM) was “slightly lower due to deposit switching, competition and the lower cash rate environment.”

    The Commonwealth Bank CEO Matt Comyn said:

    We recognise cost-of-living pressures remain a challenge for many. Despite escalating geopolitical and macroeconomic uncertainty, we are optimistic on the outlook for the country. We are closely watching the increased competitive intensity and implications across the financial system, and we will continue to adjust our settings as appropriate.

    The Australian economy remains resilient. Economic growth is recovering and disposable income is rising for many households. We remain focused on our strategy to build a brighter future for all.

    It’s telling that the bank is highlighting that competition is worth watching during this period.

    Is the CBA share price a buy?

    L1 said that while the CBA share price has dropped from more than $190 in June to close to $150 recently, it still trades on a valuation with a price/earnings (P/E) ratio of around 26x consensus estimates. In other words, that’s what a group of analysts think the business could deliver.

    According to the fund manager, this valuation is still “3 standard deviations above its 30-year average”. In other words, the P/E ratio is much higher than it has been over most of the last three decades.

    L1 also pointed out that the CBA share price traded at almost 3.5x tangible book value, which is higher than any developed market bank with a large market capitalisation has ever traded.

    The fund concluded:            

    We believe this valuation is hard to justify in the context of limited earnings growth over the next 2 years (~2% p.a. EPSCAGR). In addition, while many investors own Australia’s banks for their strong dividends, CBA is currently offering a yield of only 3.2%.

    The post The CBA share price has fallen 19% since June, is it a buy? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Commonwealth Bank of Australia right now?

    Before you buy Commonwealth Bank of Australia shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Commonwealth Bank of Australia wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 18 November 2025

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

  • Investors should put these 2 top ASX tech shares on the watchlist

    person sitting at outdoor table looking at mobile phone and credit card.

    ASX tech shares can be some of the most exciting investments to own because of their ability to deliver a strong profit margin and rapid revenue growth.

    Businesses that deal in physical products and services can be limited by not having enough warehouses, stores, logistics or manufacturing capabilities. Software companies don’t necessarily face those sorts of physical growth limitations. Software is very replicable.

    Instead, software usually has low costs, enabling the business to have a strong gross profit margin. Gross profit can then be used for growth activities (such as marketing or software investment).

    There are plenty of compelling businesses to consider and I’m going to focus on two investments.

    Airtasker Ltd (ASX: ART)

    Airtasker describes itself as Australia’s leading online marketplace for local services, connecting people and businesses who need working doing with people who want to work.

    The company certainly ticks the box when it comes to a high gross profit, with the margin above 90%. This is extremely useful, in my view, due to how this can lead to good growth of earnings before interest, tax, depreciation and amortisation (EBITDA).

    The ASX tech share continues to grow in Australia at a good pace – in the first quarter of FY26, Airtasker marketplace revenue grew 20.5%.

    A key part of the company’s growth plans is expanding in the UK and the US, which are larger markets than Australia. While these two markets are much smaller than the Australian division at this stage, they are growing rapidly.

    In the first quarter of FY26, Airtasker UK revenue jumped 83.3% and Airtasker USA revenue soared 609.1%. Airtasker continues to put significant efforts and financial commitments into investing for growth in the UK and the USA. 

    Siteminder Ltd (ASX: SDR)

    Siteminder may be one of the most exciting ASX tech shares around, in my view.

    The company provides software for hotels around the world so they can generate as much revenue as possible by connecting with booking platforms, changing prices and hotel operations.

    There are tens of thousands of hotels around the world, so Siteminder has a large addressable market to aim at. Pleasingly, it continues to win more subscribers each year, with larger being a greater focus in recent times.

    Siteminder has a longer-term goal of growing its revenue annually by 30%, which is an excellent growth rate to help the business become much larger at a fast pace.

    Thanks to the software nature of what it provides subscribers, the business is seeing a rising gross profit margin, operating profit (EBITDA) margin, free cash flow margin and net profit margin.

    The company is focused on scaling its growth through the smart platform adoption, product expansion and global market penetration. The smart platform remains early in its adoption and monetisation curve, providing significant long-term potential across its global footprint.

    If the ASX tech share continues growing revenue rapidly, then it has a very strong future ahead.

    The post Investors should put these 2 top ASX tech shares on the watchlist appeared first on The Motley Fool Australia.

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

  • When my kids outgrew Santa, I was worried that Christmas wouldn’t feel special. We’ve found a new tradition that keeps the spirit alive.

    A woman holding a microphone while sitting near a Christmas tree.
    The author (not shown) turned to karaoke to bring a new special type of magic to her family's Christmas celebrations.

    • When my youngest stopped believing in Santa, I was worried that Christmas wouldn't feel special.
    • As an Italian Catholic raising Jewish children, Santa was a way for me to pass along my heritage.
    • By introducing karaoke at my annual Christmas Eve party, I created a new, cherished tradition.

    "Don't come into the attic, I'm wrapping Christmas gifts," I shouted to my youngest child last December, awaiting her response. She'd recently turned 11, and in my heart, I knew she no longer believed in Santa.

    "Mom! Don't forget, I want Monopoly," she casually called back.

    I scrunched my eyelids together, holding back hot tears. Santa, the only arbiter of Christmas gifts in our household, was also the magic link to my Italian Catholic childhood for me and for my Jewish children, whom I'm raising in my husband's faith.

    Even though my kids go to synagogue and have been bar and bat mitzvah'd, it was important to me that they celebrate my Christmas traditions with my family, and Santa has always been an integral part of the holiday.

    But now, my worst fear was confirmed. Without having to ask her, my daughter communicated that she realized St. Nick didn't exist in her world any more. I was left to wonder how our family would keep the holiday sparkle, my Christmas tradition, alive if Santa's magic had been put to rest.

    My heart ached

    Sure, Christmas would be easier now that my baby was wiser, but a dull ache still enveloped my heart. Knowing I was turning 50 in early December added to my melancholy.

    The author
    The author was worried that Christmas would lose some of it's magic when her kids stopped believing in Santa.

    Part of the reason why I continued the Kris Kringle tradition was that watching my children blissfully tear open presents reminded me of my own childhood excitement, which was especially high the year I turned 8, when a brand-new tape recorder and microphone gleamed under the tree. I remember that magic, and wanted my children to keep feeling it, too.

    Now that Santa had vanished from our Christmas celebrations, I felt like I was left with a meaningless pile of boxes to wrap, a slog without his enchantment. I wished for a "Back to the Future" moment, one where I'd revisit my childhood for just one day.

    Instead, my night sweats, coupled with the shock that my face (amongst other body parts) was inching downward, caused me to wonder, "Am I closer to where I'm going than where I came from? Will my children channel Santa when I'm gone?" I'll admit, it was all very dramatic.

    I wanted to add something special to our celebrations

    As the first week of December approached, I flipped through a childhood photo album, hoping, once again, to relive my youth. There, I saw a picture of myself with the recorder and microphone that I remembered so fondly. That's when my inner child whispered, "karaoke," as I looked into an imaginary spotlight, and I made jazz hands.

    The author, when she was 8, shown singing into a microphone.
    The author, shown when she was 8, fondly remembers a microphone she received as a gift.

    Later that month, I rang in my 50th birthday with friends at Baby Grand, a karaoke bar in New York City. High on the vocal vibrations of the night, I Amazon-primed a karaoke machine to my house as a birthday gift and pondered my annual Christmas Eve gala. I thought singing might make it a more cheerful occasion now that Santa wouldn't be getting the spotlight.

    "I'm serving seven fishes, but not gefilte," I joked, as I invited my extended Jewish relatives to join our Italian festa, something I'd never done before. I hoped my cousins wouldn't be offended that I'd turned our annual Christmas gathering into a Broadway-like musical. I also worried that my three kids, aged 11 to 19 at the time, would be so embarrassed they'd refuse to participate.

    A new Christmas tradition emerged

    That night, I tossed my hair like Janice Joplin and belted out, "Busted down in Baton Rouge," a line from one of my favorite tunes. The crowd was quiet, so I opened my eyes and took a breath. Then, everyone woo-hoo'd as I crooned the rest of "Me and Bobby McGee" and bowed. Then my cousin and his fiancée started "Sweet Caroline."

    My kids' beaming smiles radiated joy, not embarrassment. For a moment, while they clapped and we harmonized together singing the line, "Good times never felt so good," I was a kid again, and the Santa vibes surrounded us as a new tradition was born.

    This year, I'll bust out the karaoke microphones again, lure my Dad to the stage with a little Frank Sinatra, and ply the Jewish side of the family with extra eggnog in hopes that they'll all indulge my new tradition again. I can't wait.

    Read the original article on Business Insider