It was another busy week for Australia’s top brokers. This has led to the release of a number of broker notes.

Three broker buy ratings that you might want to know more about are summarised below. Here’s why brokers think these ASX shares are in the buy zone:

BHP Group Ltd (ASX: BHP)

According to a note out of Morgan Stanley, its analysts have retained their overweight rating and $56.50 price target on this mining giant’s shares. Morgan Stanley notes that the Big Australian performed positively during the second quarter. This was especially the case with its iron ore operations, which outperformed expectations. Another positive was BHP’s copper operations delivering production ahead of forecasts. This was largely thanks to the key Escondida mine in Chile. In light of this update, the team at Morgan Stanley has seen nothing to change its positive view on the stock. The BHP share price ended the week trading at $48.43.

National Australia Bank Ltd (ASX: NAB)

A note out of UBS reveals that its analysts have upgraded this banking giant’s shares to a buy rating with an increased price target of $47.00. The broker highlights that NAB has been successful in defending its leadership position in business banking. As a result of this, UBS believes the bank is well-positioned to benefit from structural business lending growth. In addition, it notes that with NAB shares underperforming the rest of the big four in 2025, it sees more opportunity for a re-rating this year than it does for the other banks. The NAB share price was fetching $42.35 at the closing bell on Friday.

Zip Co Ltd (ASX: ZIP)

Another note out of UBS reveals that its analysts have retained their buy rating on this buy now pay later provider’s shares with a trimmed price target of $5.20. According to the note, UBS believes that significant share price weakness has created a buying opportunity for investors. It thinks this has been driven partly by an inquiry into the industry in the United States. However, there has been some good news with President Trump calling for 10% caps on credit card interest rates. It feels that this could mean tighter conditions for credit card lending, which could push consumers to buy now pay later services. Though, there is still uncertainty with respect to how Zip’s fees will interpreted by law makers. The Zip share price ended the week at $3.04.

The post Top brokers name 3 ASX shares to buy next week appeared first on The Motley Fool Australia.

More reading

• Forget BHP shares! Buy these ASX dividend shares instead for passive income
• Brokers name 3 ASX shares to buy today
• Why this ASX iron ore stock could outperform BHP and Fortescue shares
• NAB share price climbed another 3% on Thursday. What’s next for the banking giant in 2026?
• 5 ASX dividend shares to buy for an income boost

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 BHP Group. 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 a source of passive income from the share market, then read on!

That’s because I’m going to look at several buy-rated ASX dividend shares and see what an investment of $10,000 could generate in the next two years. Here’s what to expect from them:

Amcor (ASX: AMC)

The team at Morgans thinks that Amcor could be an ASX dividend share to buy now for passive income.

The broker currently has a buy rating and $76.00 price target on its shares. Based on its current share price of $62.74, this implies potential upside of 21% for investors over the next 12 months.

As for income, Morgans is forecasting dividends per share of $4.01 in FY 2026 and then $4.09 in FY 2027. This represents dividend yields of 6.4% and 6.5%, respectively.

This means that a $10,000 investment would generate passive income of approximately $640 in 2026 and then $650 in 2027.

Harvey Norman Holdings Ltd (ASX: HVN)

Bell Potter thinks that retail giant Harvey Norman could be an ASX dividend share to buy.

It currently has a buy rating and $8.30 price target on its shares. Based on its current share price of $6.62, this implies potential upside of 25% for investors.

The broker is expecting Harvey Norman to pay fully franked dividends of 30.9 cents per share in FY 2026 and then 35.3 cents per share in FY 2027. This represents dividend yields of 4.65% and 5.3%, respectively.

If this proves accurate, then a $10,000 investment would yield passive income of approximately $465 and $530 over the next two years.

IPH Ltd (ASX: IPH)

A third ASX dividend share that analysts think would be a good option for income investors is IPH.

It is a global intellectual property services group that helps clients across the world protect their patents, trademarks, and intellectual property across multiple jurisdictions.

Morgans is positive on the company and has a buy rating and $6.05 price target on its shares. Based on its current share price of $3.75, this suggests that upside of 61% is possible between now and this time next year.

The broker is also expecting some big dividend yields. It is forecasting fully franked dividends of 37 cents per share in both FY 2026 and FY 2027. This would mean dividend yields of 9.9% for both years.

This means a $10,000 investment could generate a sizeable $990 of passive income in 2026 and 2027.

The post $10,000 in these ASX dividend shares pays how much passive income? appeared first on The Motley Fool Australia.

More reading

• How to make $24,000 in passive income a year
• These two packaging majors are tipped to return better than 25%
• Morgans says these ASX 200 shares can rise 20%+
• 5 excellent ASX dividend stocks I would buy in 2026
• Forget CBA and buy these ASX dividend shares

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

ASX copper stocks are back in the spotlight. Electrification, renewable energy expansion, and electric vehicles continue to push demand higher.

Analysts are warning of structural shortages later this decade. As a result, copper producers with scale and growth options are attracting renewed investor interest.

Two ASX copper stocks that stand out are Capstone Copper Corp (ASX: CSC) and Sandfire Resources Ltd (ASX: SFR). They are both leveraged to the copper price, but with very different profiles.

Capstone Copper

Capstone Copper is the larger of the two and is built for growth. The ASX copper share operates large, long-life copper mines across the Americas, with key assets in Chile, the US, and Mexico.

Its recent performance reflects that scale. Over the past year, Capstone has delivered a strong production update. It was driven by the expansion of its Mantoverde development in Chile and steady output from its existing operations.

That momentum has translated into a strong share price run, with the $12 billion ASX 200 copper stock ramping up by 54% in the past 12 months.

What sets Capstone apart is optionality. Beyond current production, the company holds major expansion and development pathways, including further optimisation at Mantoverde and longer-term growth projects in Chile. That gives Capstone significant upside in a bullish copper market.

The trade-off is risk. Large assets come with exposure to labour negotiations, cost inflation, and execution challenges. The ASX copper stock is more sensitive to both copper prices and operational headlines, but with meaningful upside if conditions stay favourable.

Most analysts see the stock as a strong buy. Macquarie maintains a buy rating on Capstone Copper shares with a 12-month price target of $17. This points to a potential 12% gain over 12 months.

Sandfire Resources

Sandfire Resources offers a more balanced copper story. Once best known for its DeGrussa mine in Western Australia, the $9 billion ASX stock has successfully transitioned into a global producer.

Today, its earnings are anchored by the MATSA operations in Spain and the growing Motheo project in Botswana. This diversified footprint has helped Sandfire generate solid cash flow and earnings, even through periods of commodity volatility.

On Thursday, the company reported group sales revenue of $344 million and an underlying operations EBITDA of $187 million for the December 2025 quarter.

The ASX stock continues to invest in exploration and development to extend mine life and lift production over time. However, its strategy leans more toward steady expansion than aggressive growth. Unlike pure growth plays, Sandfire also benefits from valuable by-products such as zinc, silver, and gold, which can soften the impact of copper price swings.

Over the past year, Sandfire’s shares have performed strongly, gaining 87% in value to $19 at the time of writing. Analyst consensus is neutral with the average 12-month price target at $18.07, 6% below the current share price.

This week, Goldman Sachs reiterated its hold rating but lifted its target price from $12.30 to $16.20.

Canaccord Genuity kept its hold rating, too, but lifted its target from $15 to $19.25.

Morgan Stanley reiterated its sell rating with an $11.45 target.

The post Which one of these popular ASX copper stocks is the smarter buy? appeared first on The Motley Fool Australia.

More reading

• Why Capstone Copper, Dateline, DroneShield, and Lindian shares are falling today
• Strike action sends major copper producer’s shares lower
• Sandfire Resources shares: December 2025 quarter results
• ASX 200 materials was the best sector of 2025 but it’s time to sell these 3 shares: broker
• ASX 200 materials sector outperforms as mining shares continue their ascent

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

BHP Group Ltd (ASX: BHP) shares have been an impressive passive income pick over the last century, but I wouldn’t call them a wonderful buy today as an ASX dividend share.

The ASX mining share has gone on an impressive run in the last few months, as the chart below shows. It’s up around 20% since the November 2025 low.

The higher a share price goes, the lower it pushes the dividend yield. I also think it’s wise to be wary of buying a commodity business when the resource price has gone on a strong run.

I don’t think it’s the best time to buy BHP shares; I’d rather buy the ones below.

Wesfarmers Ltd (ASX: WES)

If I were to pick one of the biggest ASX companies for dividends, I’d choose Wesfarmers over BHP. Neither of them is cheap, but I think Wesfarmers has a much higher likelihood of growing earnings sustainably after FY26.

Wesfarmers is the owner of a number of Australia’s leading retail businesses, like Bunnings, Kmart, Officeworks, and Priceline. It’s not the most defensive business on the ASX, but Wesfarmers is impressive with a return on equity (ROE) of more than 30%, showing it’s very profitable for the level of shareholder money that it keeps and hasn’t paid out as a dividend.

Kmart Group and Bunnings Group are the two key leaders of generating profit for the business, which is great because they both achieve returns on capital (ROC) of around 70%. There are not many businesses on the ASX that can compare to that.

Wesfarmers continues to find new places to invest for long-term earnings growth, making it a very compelling business. Initiatives include healthcare expansion, selling Anko products internationally, product expansion in Bunnings, and lithium mining.

As a bonus, the business has a goal of growing its dividend over time in line with earnings growth. The forecast on CommSec suggests a grossed-up dividend yield of 3.7%, including franking credits.

L1 Long Short Fund Ltd (ASX: LSF)

A listed investment company (LIC) structure is very helpful for delivering stable and rising dividends because of how companies can declare the size of dividends (if any) they want to pay. Exchange-traded funds (ETFs) have to pass through the dividends they receive (which are usually quite low).

If a LIC is good at making investment profits, it can build a profit reserve while still delivering passive income for shareholders.

One of the most effective LICs at delivering returns over the past has been the L1 Long Short Fund. Being able to make returns on some shares that go up and also make returns on some stocks going down (short selling) is a pleasing combination.

In the seven years to December 2025, the ASX dividend share’s portfolio has delivered a net return of an average of 20.7% per year over the prior seven years. Past performance is definitely not a guarantee of future returns with a return of that size.

The business has steadily grown its dividend payout each year since 2021. It recently switched to quarterly dividend payments, making it more attractive for regular cash flow.

Its current annualised payout of 14 cents per share translates into a grossed-up dividend yield of 4.7%, including franking credits. That would be a year-over-year increase of around 10% of the payout.

The post Forget BHP shares! Buy these ASX dividend shares instead for passive income appeared first on The Motley Fool Australia.

More reading

• 5 fantastic ASX shares to buy for an SMSF
• If a 25-year-old invests $1,250 a month in ASX stocks, here’s what they could have by retirement
• 1 ASX dividend share set to excel long term, even while down 13%
• Why this ASX iron ore stock could outperform BHP and Fortescue shares
• 5 ASX stocks to hold for the next decade

Motley Fool contributor Tristan Harrison has positions in L1 Long Short Fund. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Wesfarmers. The Motley Fool Australia has recommended BHP Group and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

One of the hottest trends on the ASX at the moment is mining companies. Thanks to rocketing commodity prices, ranging from copper and gold to nickel and silver, ASX mining shares are enjoying a notable resurgence in early 2026.

Commodity prices are notoriously fickle, making it hard to predict what the shares of companies that extract and process them will do next. But if commodity markets keep up their recent momentum, here are two ASX shares that I think could keep riding the boom.

2 ASX mining shares that could keep riding the commodities boom

South32 Ltd (ASX: S32)

South32 is one of the largest and most diversified miners on the ASX. This company was created out of a BHP Group Ltd (ASX: BHP) spin-off over a decade ago. Today, it has extensive global operations spanning aluminium, copper, lead, silver, zinc, and manganese.

Many of these metals have been soaring in value in recent months. That’s probably why the South32 share price has exploded from $2.50 a share in September to $4.38 today (at the time of writing). Yep, this ASX share is up more than 70% in just four months.

Given this company’s diversified nature and exposure to future-facing metals like copper and silver, I think it is poised to continue to benefit from any further gains in global commodity prices.

Newmont Corporation (ASX: NEM)

Newmont is the ASX’s largest gold miner. It is a US-based company, with its shares being present on the ASX thanks to its acquisition of the old Newcrest Mining a few years ago. Today, Newmont is one of the largest gold miners in the world. It has benefited spectacularly from the new record highs that gold has been minting in recent months.

12 months ago, Newmont was asking just $66.44 a share. Today, those same shares will set an investor back $179.05, having jumped a whopping 170% over the past year.

Conditions for gold remain favourable, given ongoing geopolitical and economic uncertainties on the world stage, as well as an insatiable appetite for the precious metal among central banks.

But Newmont isn’t just a gold stock. Gold mining often yields significant levels of byproduct, particularly silver and copper. Newmont happily sells these byproducts alongside its gold yields. Both of these metals have also shot to the moon in recent months. If these trends continue, I wouldn’t be surprised to see Newmont shares climb even higher going forward.

The post 2 ASX shares that could keep riding this commodities boom appeared first on The Motley Fool Australia.

More reading

• ASX silver shares streak higher as silver price nears US$100
• Buy, hold, sell: Netwealth, Santos, and South32 shares
• ASX gold shares go crazy as gold price rips toward US$5,000 on Friday
• Lynas, South32, Liontown: Can these surging shares go higher?
• 5 things to watch on the ASX 200 on Friday

Motley Fool contributor Sebastian Bowen has positions in Newmont. 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.

ASX 200 utilities shares led the market sectors last week with a strong 5.14% gain.

Meanwhile, the benchmark S&P/ASX 200 Index (ASX: XJO) fell 0.49% to close at 8,860.1 points.

Market spirits were dampened by news of lower unemployment, which raised the prospect of an interest rate hike this year.

Seven of the 11 market sectors finished in the red.

Let’s recap.

Utilities shares led the ASX sectors last week

There are only 21 companies in the ASX 200 utilities sector.

Let’s review the performance of the seven largest players by market capitalisation last week.

Origin Energy Ltd (ASX: ORG) shares rose 7.22% to finish the week at $11.73.

The APA Group (ASX: APA) share price rose 3.21% to $8.99.

Mercury NZ Ltd (ASX: MCY) shares were steady at $5.50.

The Meridian Energy Ltd (ASX: MEZ) share price rose 2.29% to $4.91.

The AGL Energy Limited (ASX: AGL) share price lifted 1.85% to $8.82.

Contact Energy Ltd (ASX: CEN) shares fell 2.56% to $8 apiece.

Genesis Energy Ltd (ASX: GNE) shares increased 1.94% to $2.10.

Energy sector also rises strongly

The ASX 200 energy sector was the second best performer, rising 3.56%.

US natural gas futures skyrocketed last week, and WTI crude oil futures rose 1% amid a persistently softer US dollar.

On Friday, analysts at Trading Economics said US natural gas futures were on track for a weekly gain of more than 70%.

That would be the largest increase among records dating back to 1990.

The analysts said:

US natural gas futures surged past $5.53 per MMBtu, approaching levels last seen in December 2022, as extreme cold forecasts boosted demand expectations and raised supply risks.

Temperatures are projected to remain mostly below normal through February 5 …

A severe winter storm is expected to affect roughly two-thirds of the country, increasing residential and commercial consumption and raising the risk of inventory drawdowns.

At the same time, output is around a three-month low, with part of this week’s production decline linked to freeze-offs, particularly in southern regions.

ASX 200 market sector snapshot

Here’s how the 11 market sectors stacked up last week, according to CommSec data.

Over the five trading days:

S&P/ASX 200 market sector	Change last week
Utilities (ASX: XUJ)	5.14%
Energy (ASX: XEJ)	3.56%
Materials (ASX: XMJ)	1.58%
Healthcare (ASX: XHJ)	0.42%
Information Technology (ASX: XIJ)	(0.65%)
Consumer Staples (ASX: XSJ)	(1.45%)
Industrials (ASX: XNJ)	(1.46%)
Consumer Discretionary (ASX: XDJ)	(1.53%)
Communication (ASX: XTJ)	(1.56%)
Financials (ASX: XFJ)	(1.88%)
A-REIT (ASX: XPJ)	(2.01%)

The post ASX 200 utilities shares led the market last week appeared first on The Motley Fool Australia.

More reading

• DroneShield hits $200m milestone as 9.2m options vest and 2025 expense revealed
• Shares vs. property: Which delivered the best capital growth in 2025?
• Here are the top 10 ASX 200 shares today
• Insignia Financial responds to ASX on disclosure and governance
• An ASX dividend stalwart every Australian should consider buying

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

When you are investing through a self-managed super fund (SMSF), the focus tends to be different.

The emphasis is usually on owning high-quality businesses that can stand the test of time, generate dependable cash flows, and grow steadily without relying on favourable market conditions.

With that in mind, here are five ASX shares that could make strong additions to an SMSF portfolio, each offering a different source of long-term value.

Breville Group Ltd (ASX: BRG)

The first ASX share to consider buying is leading appliance manufacturer Breville Group.

It has been growing at a solid rate consistently for well over a decade. This has been driven by its focus on premium kitchen appliances, innovation, and brand strength, which has allowed it to expand successfully into international markets while maintaining healthy margins.

Its ability to self-fund expansion and generate consistent cash flow makes it a sensible long-term holding rather than a speculative consumer play.

Cochlear Ltd (ASX: COH)

Another ASX share to look at is hearing solutions company Cochlear. It is a textbook example of a high-quality healthcare business suited to long-term ownership.

The company operates in a specialised medical niche, supported by ageing populations and increasing awareness of hearing loss. Once patients adopt Cochlear’s technology, switching is rare, creating long-lasting relationships and recurring revenue from upgrades and services.

Overall, Cochlear offers exposure to global healthcare growth with strong intellectual property and a long track record of reinvesting in research and development. It is the kind of company that could compound quietly over decades.

Goodman Group (ASX: GMG)

A third ASX share to consider is industrial property giant Goodman Group. Its focus on industrial, logistics, and data centre assets places it behind long-term trends such as e-commerce, supply chain optimisation, and digital infrastructure.

Unlike traditional property models, Goodman’s development and funds management capabilities allow it to recycle capital and grow earnings over time. For SMSF investors, Goodman offers a blend of property stability and growth potential, backed by long-term tenant demand and global diversification.

Macquarie Group Ltd (ASX: MQG)

Macquarie is an ASX share that could add diversification and adaptability to an SMSF. It operates across asset management, infrastructure, banking, and commodities, which allows it to perform across different market environments.

This flexibility has been a key reason Macquarie has remained relevant and profitable through multiple economic cycles.

Wesfarmers Ltd (ASX: WES)

Finally, Wesfarmers could be a great ASX share to buy for an SMSF. This conglomerate owns a portfolio of well-known businesses across retail, industrials, chemicals, and resources. This includes Bunnings, Kmart, and Officeworks. This structure allows Wesfarmers to redeploy capital between divisions and invest where returns are most attractive over time.

It may not deliver rapid growth, but its disciplined approach to acquisitions and reinvestment has historically supported long-term shareholder value. It is quite likely that this will remain the case in the future.

The post 5 fantastic ASX shares to buy for an SMSF appeared first on The Motley Fool Australia.

More reading

• How to build a $50,000 portfolio with ASX 200 shares
• How much could I make investing $500 a month in ASX shares?
• 3 outstanding ASX shares the market seems to be ignoring
• 1 ASX dividend share set to excel long term, even while down 13%
• 5 ASX stocks to hold for the next decade

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

It’s not often that one of Australia’s top shares goes on sale, yet that’s what has happened with the TechnologyOne Ltd (ASX: TNE) share price.

As the chart below shows, the ASX tech share has dropped 34% in the last six months. That’s despite the enterprise resource planning (ERP) software business continuing to deliver strong growth.

Great revenue momentum

The business has been growing for many years, and its outlook for expansion continues to be promising.

TechnologyOne achieved its $500 million annual recurring revenue (ARR) goal 18 months early, and it has set a goal of reaching at least $1 billion of ARR by FY30.

It has a high customer retention rate, and its existing customer base is seeing strong revenue growth. A reason why I think it’s one of Australia’s top shares is its net revenue retention (NRR) goal of 115%, meaning its existing customer base delivers 15% higher revenue than last year.

Growing at 15% per year means doubling in five years.

Its customers continue to adopt products and modules faster, with average customer ARR going from $100,000 in FY12 to more than $442,500 in FY25.

Excitingly, the business has its sights set on significant expansion in the UK, with local government, businesses, and education offering a large addressable market. In FY25, it won the Islington London Borough Council and the Council of the Royal Borough of Greenwich as new subscribers.

Good profit prospects

The company’s profit looks like it’s on a good track if earnings just grow at the same pace as the revenue.

However, the business is expecting its profit margin to rise in the coming years, thanks to the economic benefits of software and growth.

In FY25, the business reported its profit before tax margin was 29.75%. It’s expecting that margin to improve to at least 35% in the coming years, driven by the “significant economies of scale” from its “single-instance, multi-tenanted global SaaS ERP solution and the customer response.”

If it can deliver higher margins, I think the business will become increasingly attractive to investors, and the TechnologyOne share price could climb over the long term.

Much better valuation

When one of Australia’s top shares noticeably falls, I think the prospects for good returns are increased.

Following the drop of more than 30% in the past six months, it’s now valued at 38x FY28’s estimated earnings, according to the projection on Commsec.

I think the business is significantly undervalued at 38x FY28’s estimated earnings.

The post A rare buying opportunity in 1 of Australia’s top shares? appeared first on The Motley Fool Australia.

More reading

• If a 25-year-old invests $1,250 a month in ASX stocks, here’s what they could have by retirement
• 5 of the best ASX growth shares to buy and hold
• 2 ASX 200 shares that could be top buys for growth
• How to build your first ASX share portfolio step by step
• Why a smaller dividend yield can lead to more passive income

Motley Fool contributor Tristan Harrison has positions in Technology One. 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.

PLS Group Ltd (ASX: PLS) shares have been very strong performers over the past 12 months.

During this time, the lithium miner formerly known as Pilbara Minerals, has seen its shares rise approximately 120%.

This has been driven by a rebound in lithium prices, which has given the whole industry a major lift.

But with many analysts saying that its shares are around fair value now, investors may get better returns by looking at a different ASX growth stock.

Which ASX growth stock?

The stock that is being tipped to rise very strongly from current levels is WiseTech Global Ltd (ASX: WTC).

This logistics solutions technology company’s shares were sold off in 2025 and could be destined to follow in the footsteps of PLS shares by rebounding strongly between now and 2027.

Bell Potter is one of a number of brokers that believes this could be the case. It has put a buy rating and $100.00 price target on its shares.

Based on its current share price of $61.89, this implies potential upside of over 60% for investors over the next 12 months.

Why is it bullish?

Bell Potter believes that the share price pullback has been an overreaction. Especially given how issues weighing on the ASX growth stock are now easing.

And while there are still risks to consider, the broker feels that the risk-reward is very favourable for investors now.

Commenting on the beaten down ASX stock, Bell Potter said:

WiseTech has also had a large pullback in its share price but this has been more driven by company specific issues like slowing growth in the core business, management and board upheaval and insider trading allegations against CEO and founder Richard White. These issues, however, are starting to subside and focus is returning to the outlook for the core business which is improving with the launch of new products, a new commercial model and the integration of a large acquisition (e2open).

These initiatives are all expected to help drive a much stronger 2HFY26 result relative to 1HFY26 and then the first full year of benefits will be evident in FY27. All of these changes/initiatives are not without risk and there is still some risk of a soft downgrade to revenue guidance in FY26 at the half year result but the 12-month outlook is positive in our view.

The post Forget PLS shares! This ASX growth stock is tipped to rise 60% by 2027 appeared first on The Motley Fool Australia.

More reading

• Why Wisetech could be worth watching after a rough year
•  Why are WiseTech shares still falling?
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• So the PLS share price made it past $5. Big deal. What’s next?
• 2 ASX growth stocks set to skyrocket in the next 12 months

Motley Fool contributor James Mickleboro has positions in WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. 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.

ASX 200 mining shares have gone gangbusters amid several key commodities soaring over the past year.

Yesterday, the gold price leapt to a new record above US$4,960 per ounce, and the silver price reached a record US$99.10 per ounce.

Platinum also touched a new record at US$2,661 per ounce.

Meantime, lithium prices continue to streak higher.

The lithium carbonate price has rocketed 72% in just one month to trade at a 26-month high of US$24,521 per tonne.

This has led many brokers to update their ratings and 12-month share price targets for ASX 200 mining shares.

Some experts perceive a little irrational exuberance in the market today.

Here are two ASX 200 mining shares that some experts say have overshot their fundamental worth.

Evolution Mining Ltd (ASX: EVN)

The Evolution Mining share price is up about 160% over 12 months.

This ASX 200 large-cap gold share reached a record $15.29 per share on Friday.

The Evolution share price closed the week at $14.86.

Evolution operates a portfolio of gold mines across Australia, including major sites in NSW, Queensland, and Western Australia.

Morgans put a trim rating on Evolution shares last week after the company reported its latest quarterly earnings.

The broker said Evolution beat market expectations for production and costs. The miner also generated record cash flow again.

But Morgans is concerned about valuation. It suggests that investors trim their holdings.

The broker commented:

We maintain our TRIM rating as we view the stock as fully valued.

However, we see merit in retaining some exposure given EVN’s significant leverage to gold and copper prices, which are currently at record levels.

The broker raised its 12-month share price target from $11.10 to $13.20, which implies a potential downside of 11%.

RBC Capital is far more pessimistic and expects a significant fall in the Evolution share price.

The broker reiterated its sell rating after the miner’s earnings release.

RBC raised its share price target slightly from $10 to $10.10.

This implies a potential downside of 32% over the next year for this ASX 200 gold mining share.

Macquarie is similarly negative in its outlook.

It also reiterated a sell rating and a $10.20 price target last week.

Liontown Ltd (ASX: LTR)

Liontown shares are up about 230% over 12 months.

The ASX lithium share set a new 52-week high of $2.26 earlier this month.

The Liontown share price finished the week at $2.19.

Liontown operates the Kathleen Valley hard-rock lithium project in Western Australia.

Last week, Citi reiterated its sell rating on Liontown shares.

The broker lifted its 12-month price target from 50 cents to $1.70, but this still implies a potential 22% fall ahead.

Macquarie is even more pessimistic.

The broker reiterated its sell rating on Liontown with the expectation that it will plummet to $1 per share by the end of the year.

That suggests the ASX lithium mining share will lose more than half its value.

The worst prediction is from Jarden, which expects Liontown shares to nosedive to 58 cents by the end of 2026.

The post Experts call time on these rip-snorting ASX 200 mining shares appeared first on The Motley Fool Australia.

More reading

• ASX gold shares go crazy as gold price rips toward US$5,000 on Friday
• Lynas, South32, Liontown: Can these surging shares go higher?
• 5 things to watch on the ASX 200 on Friday
• Bell Potter says this ASX 200 gold share is a buy with 18% upside
• Buy, hold, sell: Evolution Mining, Hub24, and Rio Tinto shares

Citigroup is an advertising partner of Motley Fool Money. 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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.