Real estate investment trusts (REIT) have been one sector of the market that have fallen short of expectations so far in 2026. 

In fact, the S&P/ASX 200 A-REIT (ASX: XPJ) index is down 11% year to date. 

For comparison, the S&P/ASX 200 Index (ASX: XJO) is up roughly 2% in that same period.

What’s the benefit of ASX REITs?

For those unfamiliar, ASX REITs have long been a popular investment option. 

Put simply, an REIT is a company that owns and operates property assets that typically produce income.

This can be anything from retirement homes or apartments, to office blocks or petrol stations.

Australian investors generally target ASX REITs because they have historically provided reliable, income-focused returns through mandatory high dividend distributions. 

Additionally, it offers exposure to commercial property without directly owning real estate which can lead to capital growth tied to Australia’s property market.

They also provide portfolio diversification. 

That’s because REITs are primarily influenced by factors such as interest rates, property valuations, rental income, occupancy rates, and economic conditions affecting commercial or residential real estate. 

Meanwhile, sectors like mining are driven by commodity prices and global demand, and tech stocks are more influenced by innovation cycles, growth expectations, and risk sentiment.

This means the REIT market might move differently to these other sectors like mining or tech.

Morgans lists ASX REIT as a buy

Amidst poor performance from the broader sector, the team at Morgans has identified Waypoint REIT Ltd (ASX: WPR) as a potential REIT to watch. 

The company owns a $3 billion portfolio of service station properties across all Australian states and mainland territories.

The vast majority of the company’s rental income comes from the ASX-listed Viva Energy Group Ltd (ASX: VEA) which owns, operates, and supplies fuel to the Shell and Liberty service station brands in Australia.

It released FY25 results at the end of February. 

The broker said the company’s FY25 result was in line with guidance while FY26 guidance was ahead. 

Waypoint REIT (WPR) delivered a solid FY25 result with FFO of 16.64c, in-line with upgraded guidance and FY26 outlook modestly ahead of expectations. 

The portfolio continues to perform as a yield-focused vehicle, with limited near-term execution risk following the renewal of the majority of FY26 lease expiries with key tenant Viva Energy (VEA), securing ~12% rental uplift.

Upgraded outlook

Based on this guidance, Morgans upgraded the REIT to an accumulate rating (previously hold).

The broker also upgraded its price target to $2.75 (previously $2.70).

From yesterday’s closing price of $2.51, this indicates an upside of 9.56%.

WPR trades at ~13% discount to NTA ($2.90) and offers a ~7% FY26F distribution yield.

The post An exciting REIT for real estate investors to add to their watchlist appeared first on The Motley Fool Australia.

More reading

• Grab these ASX dividend stocks now, before their prices rise and yields drop
• Are Endeavour Group shares a buy after its earnings results crash?
• How much would I need to invest in ASX shares for a retirement income of $100,000 per year?
• 3 of the best ASX ETFs to buy in March
• Here are the top 10 ASX 200 shares today

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 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.

When people talk about retirement, they usually focus on the lump sum.

But I think the better question is this: How much income do you actually want each year?

Retirement income planning

According to the ASFA Retirement Standard, a comfortable retirement lifestyle for a single costs $54,840 per year, and for a couple $77,375 per year. That covers things like private health insurance, occasional dining out, domestic travel, and staying socially active.

But what if you want more than comfortable? What if you want $100,000 per year from your ASX share portfolio?

That’s a different level altogether.

The simple maths behind income investing

If you’re investing for income, the key variable is the dividend yield.

Let’s start with a relatively conservative assumption: a 4% dividend yield. That’s achievable with a balanced portfolio of quality ASX dividend shares such as banks like Commonwealth Bank of Australia (ASX: CBA), infrastructure names like Transurban Group (ASX: TCL), supermarkets like Woolworths Group Ltd (ASX: WOW), and some higher-yield exchange-traded funds (ETFs).

Here’s the simple formula:

Required capital = Desired income ÷ Dividend yield

So for $100,000 per year at a 4% yield:

$100,000 ÷ 4% = $2.5 million

That means you’d need approximately $2.5 million invested in ASX shares yielding 4% to generate $100,000 per year in dividends.

And that’s before franking credits, which could lift the effective after-tax income depending on your tax situation.

What if you aimed for a 5% yield?

Some investors may target a 5% dividend yield instead. At 5%, the capital required drops meaningfully:

$100,000 ÷ 5% = $2 million

That’s a $500,000 difference. On paper, that sounds appealing. But I think it’s important to acknowledge the trade-off.

Higher yields often come with higher risk. Sometimes that means greater share price volatility. Other times, it means exposure to cyclical sectors. And occasionally, it means stepping into potential yield traps where dividends aren’t sustainable.

A well-constructed 5% portfolio is certainly possible. But it generally requires more careful stock selection and a stronger stomach during market downturns.

The role of growth

One thing I always remind readers is that dividend income doesn’t have to be static.

If your portfolio grows over time and companies increase their dividends, the income stream can rise. A 4% yield today might not be 4% on your original capital in ten years’ time if dividends have grown steadily.

That’s why I’m less focused on squeezing out the absolute highest yield and more focused on durability.

So how much would I need?

If I wanted $100,000 per year purely from ASX dividend shares, I would work on the assumption that I need around $2.5 million invested at a sustainable 4% yield.

If I were comfortable targeting closer to 5%, I could potentially do it with around $2 million, but I would accept the additional risk that comes with that approach.

Either way, the numbers are significant.

But they’re also clear. And once you know the target, you can reverse-engineer the plan required to get there.

Foolish Takeaway

A $100,000 annual retirement income from ASX shares is absolutely achievable. It just requires scale.

At a 4% dividend yield, you’re looking at roughly $2.5 million invested. At 5%, closer to $2 million, though with greater risk.

For me, the key isn’t chasing the highest yield. It’s building a portfolio of quality ASX shares that can pay reliable income year after year and grow that income over time.

The post How much would I need to invest in ASX shares for a retirement income of $100,000 per year? appeared first on The Motley Fool Australia.

More reading

• 3 of the best ASX ETFs to buy in March
• Here are the top 10 ASX 200 shares today
• Morgans names 3 ASX shares to buy in March
• 2 ASX 200 shares I rate as top buys for growth
• 2 ASX 200 shares that turned a $5,000 investment into $10 million

Motley Fool contributor Grace Alvino has positions in Commonwealth Bank Of Australia and Transurban Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Transurban Group and Woolworths Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

March could be a good time for investors to reassess their portfolios.

Recent market volatility has created opportunities in certain sectors, while long-term structural trends continue to support others. Exchange traded funds (ETFs) offer a simple way to gain exposure to these opportunities without needing to pick individual winners.

Here are three of the best ASX ETFs to consider buying this month.

Betashares Global Defence ETF (ASX: ARMR)

The first ASX ETF to consider in March is the Betashares Global Defence ETF.

This fund focuses on companies involved in global defence and security, an area experiencing powerful structural tailwinds. Governments around the world are increasing defence budgets in response to rising geopolitical tensions and long-term security challenges.

The Betashares Global Defence ETF holds major defence contractors such as Lockheed Martin (NYSE: LMT), RTX Corporation (NYSE: RTX), Palantir Technologies Inc (NASDAQ: PLTR), and Northrop Grumman (NYSE: NOC). It also includes locally listed DroneShield Ltd (ASX: DRO).

These companies benefit from multi-year government contracts and sustained investment in military technology.

Unlike many sectors that are tied closely to economic cycles, defence spending is often driven by national security priorities. That creates a long-term demand backdrop that could support earnings growth across the industry.

This fund was recently recommended by analysts at Betashares.

Betashares Nasdaq 100 ETF (ASX: NDQ)

Another ASX ETF worth considering in March is the Betashares Nasdaq 100 ETF.

This fund tracks the Nasdaq 100 index, which includes many of the world’s most influential technology and innovation-driven companies. However, the tech sector has recently experienced a selloff amid concerns about artificial intelligence (AI) disrupting parts of the software industry.

For long-term investors, that weakness may present an opportunity. The fund’s holdings include companies such as Nvidia (NASDAQ: NVDA), Apple (NASDAQ: AAPL), and Microsoft (NASDAQ: MSFT), as well as globally recognised brands like Starbucks (NASDAQ: SBUX) and Costco (NASDAQ: COST).

These companies are deeply embedded in global digital infrastructure, consumer platforms, and emerging technologies. If the Nasdaq stabilises, this fund could benefit from renewed investor confidence.

VanEck China New Economy ETF (ASX: CNEW)

A final ASX ETF to consider this month is the VanEck China New Economy ETF.

This fund focuses on China’s new economy sectors rather than traditional state-owned industries.

China’s economy is undergoing a long-term transition toward technology, consumer services, and advanced manufacturing. ETFs like this provide exposure to that shift, giving investors access to businesses positioned to benefit from evolving domestic demand and technological innovation.

It was recently recommended by analysts at VanEck.

The post 3 of the best ASX ETFs to buy in March appeared first on The Motley Fool Australia.

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• New to investing: 3 ASX ETFs to set and forget until 2036
• How to build a $250,000 ASX share portfolio from scratch today
• 5 fantastic ASX ETFs to buy and hold for 10 years
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Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple, BetaShares Nasdaq 100 ETF, Costco Wholesale, DroneShield, Microsoft, Nvidia, Palantir Technologies, RTX, and Starbucks and is short shares of BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lockheed Martin. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Apple, Microsoft, Nvidia, and Starbucks. 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) just endured a brutal mid-week sell-off, continuing the negative momentum we saw yesterday. In one of its worst days in months (And certainly of 2026 thus far), the ASX 200 plunged a horrid 1.94% this Wednesday. That drop leaves the index well under 9,000 points at 8,901.2.

This horrendous day for the Australian markets follows a rough morning on Wall Street for American investors.

The Dow Jones Industrial Average Index (DJX: .DJI) ended its session 0.83% lower after tanking more than 2% at one point.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared even worse, losing 1.02% of its value after a near-3% loss during intra-day trading.

But let’s grit our teeth and return to the local markets now for a checkup on how today’s tough trading conditions affected the different ASX sectors.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

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• 2 ASX 200 shares that turned a $5,000 investment into $10 million
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• $5,000 to invest? Here’s how I’d split it across the ASX
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• Endeavour Group earnings: NPAT drops as sales rise; interim dividend declared

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

A new month is here, so what better time to look at making some new portfolio additions.

But which ASX shares could be buys?

Three that Morgans is bullish on are named below. Here’s what it is recommending to clients:

Catalyst Metals Ltd (ASX: CYL)

Morgans thinks that this gold miner could be a good option for investors looking for exposure to this side of the market.

In response to its half-year results, the broker has retained its buy rating and $14.56 price target. It said:

1H26 result was broadly in line with expectations, with FY26 shaping as a foundation year ahead of a step-change in ounce growth from FY27 and beyond, underpinned by ~10 years of reserves. Key positive: Continued uplift in the price of gold has delivered a material uplift in revenue (+50% pcp) and underlying EBITDA (+92%) despite ounce production effectively being flat pcp. Key negative: legal settlement fees regarding Plutonic’s K2 prospect (A$49m) eroded NPAT which was not fully captured in our forecasts. We maintain our BUY rating and A$14.56ps price target.

Light & Wonder Inc. (ASX: LNW)

Another ASX share that has been given a buy rating (with a $195.00 price target) by Morgans is gaming technology company Light & Wonder.

The broker was pleased with management commentary relating to AI disruption and agrees that it will strengthen its competitive edge. As a result, it thinks recent share price weakness has created an opportunity. It explains:

We were encouraged by management’s articulation of AI as both an offensive growth lever and a defensive moat. Net/net, we view AI as enhancing LNW’s competitive edge rather than eroding it, and the recent share price weakness appears disconnected from the durability of its land-based earnings base.

In our view, LNW trades on an undemanding valuation given: (1) supportive NA EGM demand; (2) litigation overhang behind it; (3) a balance sheet set to delever through 2026 (MorgansF: ~2.9x); and (4) Grover providing a high-return, recurring revenue vertical growing ahead of expectations. We upgrade to BUY, however lower our price target to A$195 (previously A$200).

Objective Corporation Ltd (ASX: OCL)

Finally, Morgans has named information technology software and services provider Object Corp as a buy with a $16.70 price target.

The broker believes there are tailwinds that will be supportive of its long-term growth momentum. It explains:

OCL’s FY26 ARR guidance has been reset to 10-14% (CC basis). Our EBITDA forecasts reduce by -4% across FY26-FY28F, driven by adjustments for ARR guidance and our expectations around timing of investment/margins and currency movements. Our blended DCF/EV/EBITDA based price target revises to $16.70/sh (from $20.00/sh). We see tailwinds remaining supportive of OCL’s long-term growth momentum. Following the recent pullback in OCL’s share price we move to a Buy rating (from Accumulate).

The post Morgans names 3 ASX shares to buy in March appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Can this beaten-down ASX 200 stock bounce back in 2026?
• Leading brokers name 3 ASX shares to buy today
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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 positions in and has recommended Light & Wonder Inc and Objective. The Motley Fool Australia has positions in and has recommended Objective. The Motley Fool Australia has recommended Light & Wonder Inc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares are some of the most appealing to own for Australians because of how they can provide both stability and growth.

The tech space has been through a rough period as the market digests the potential impacts of AI competition in the coming years. Plus, the prospect of higher inflation and interest rates is adding to the pressure on valuations.

So, following the uncertainty, it could be a good call to look at both the sold-off tech shares and non-tech businesses. Here are two that I’m bullish about – I already own these ASX 200 shares, and I’m planning to buy more.

Breville Group Ltd (ASX: BRG)

Breville is best known for its coffee machines, though it also sells other small appliances. It has a few different bands like Beville, Sage, Lelit, and Baratza. It also has a coffee bean business called Beanz.

I think the business showcased its quality in the FY26 half-year result by delivering 10.1% revenue growth and 0.7% net profit growth despite the impact of US tariffs on one of its key markets. Its healthy dividend payout ratio meant it was able to lift its dividend per share by 5.6% to 19 cents.

The business has put in significant effort to shift its manufacturing so that 80% of its US gross profit products are now produced outside of China. This was achieved by December 2025.

For me, what’s most pleasing is seeing revenue growth across the board. Americas revenue grew 11.6% to $549.5 million, Asia Pacific (APAC) revenue grew 5.9% to $190.3 million, and Europe, the Middle East and Asia (EMEA) revenue climbed 13.7% to $233.8 million. Over time, scale benefits should help increase profit margins.

With the Breville share price down more than 13% since 12 February 2026, this looks like an opportunistic time to buy a growing business.

Pinnacle Investment Management Group Ltd (ASX: PNI)

Pinnacle is an ASX 200 share heavily involved in the funds management world. It takes a minor stake in funds management businesses and helps them grow by offering various services (including client distribution, legal, compliance, and so on), allowing the fund manager to focus on investing.

The business has a portfolio of a number of well-recognised fund managers, including Hyperion, Plato, Palisade, Resolution Capital, Solaris, Antipodes, Firetrail, Metrics, Coolabah, Life Cycle, and Pacific Asset Management.

Pinnacle’s HY26 net profit may have dropped 11% to $67.3 million, but excluding the reduction of performance fees, net profit increased 37% year over year. It experienced net inflows of $17.2 billion during the period, with FUM rising 13% over six months to $202.5 billion at 31 December 2025.

I believe this ASX 200 share will continue expanding and diversifying its fund manager portfolio. I’m eager to see the business increase the number of northern hemisphere fund managers it’s invested in.

I think this is a buy-the-dip opportunity after declining around 20% since 11 February 2026.

The post 2 ASX 200 shares I rate as top buys for growth appeared first on The Motley Fool Australia.

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• Experts rate these 2 ASX growth shares as buys this month!
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• 5 things to watch on the ASX 200 on Monday
• Buy, hold, sell: Breville, CSL, and EOS shares
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Motley Fool contributor Tristan Harrison has positions in Breville Group and Pinnacle Investment Management Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Pinnacle Investment Management Group. The Motley Fool Australia has positions in and has recommended Pinnacle Investment Management Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It’s been a difficult week for Australian shares, with continued conflict in the Middle East sending the S&P/ASX 200 Index (ASX: XJO) tumbling. At the time of writing on Wednesday afternoon, the index is down 1.82% for the day, and down 3.1% since the geopolitical uncertainty kicked off at the weekend.

At times like these, scared investors flock to safe-haven assets or to ASX 200 shares with a proven track record of reliability. 

If you need a reminder of the power of investing in the right stock, here’s a look at two of the tried and tested ASX 200 stocks that have given some of their investors millionaire status.

Fortescue Ltd (ASX: FMG)

Fortescue shares have been caught up in the latest sharemarket downturn. At the time of writing, the stock is down 2.48% for the day to $19.10. For the year to date, the ASX 200 shares have dropped 13.82%.

Some investors may be fretting. But if you’d invested $5,000 in Fortescue between July 1999 and May 2003, when the stock was just a tiny 1 cent per share, you’d be sitting on an absolute fortune today. 

With a gigantic 190,700% all-time increase, committed investors who contributed $5,000 would have $9.54 million today. It’s a smidge below the $10 million mark thanks to this week’s decline. Earlier in the week, it would have been well above.

And that doesn’t include the income from dividends either. At its latest FY26 half-year result, the miner announced an interim dividend per share of 62 cents.

REA Group Ltd (ASX: REA)

The real estate advertising company’s share price suffered a gradual but consistent decline after it appointed a new CEO in late August. And by the end of the year, it had shed 30% of its value. And the declines continued in 2026. 

Thankfully, there has been an uptick over the past five days. At the time of writing, the ASX 200 shares are 0.88% higher at $163 a piece.

Like Fortescue, REA Group has been trading on the ASX since 1999 at $1.09 per share. But if you’d waited until August 2001 (when the shares had dropped to just 8 cents each) and invested your $5,000, you’d be looking at a 203,687% increase in value. That translates to $10.18 million today. 

Again, this doesn’t include any income from dividends. REA Group’s latest interim dividend for the FY26 half year is $1.24 per share.

The post 2 ASX 200 shares that turned a $5,000 investment into $10 million appeared first on The Motley Fool Australia.

More reading

• Did you catch what happened with the Fortescue share price in February?
• Why did the REA share price fall today?
• 2 strong Australian stocks to buy now with $6,000
• Here’s the dividend forecast out to 2030 for Fortescue shares
• ASX 200 shares to buy on the cheap right now

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

Many of Australia’s top brokers have been busy adjusting their financial models and recommendations again. This has led to the release of a number of broker notes this week.

Three ASX shares that brokers have named as buys this week are listed below. Here’s why their analysts are feeling bullish on them right now:

Capstone Copper Corp (ASX: CSC)

According to a note out of Morgans, its analysts have retained their buy rating on this copper miner’s shares with a trimmed price target of $16.00. This follows the release of a fourth quarter update which was a touch short of expectations, as well as soft production guidance for 2026. However, the broker isn’t concerned by this. Instead, it is urging investors to focus on the medium term and believes strong production growth is still coming through to the end of the decade. As a result, it feels that the company’s shares are undervalued at current levels based on its copper price forecasts. The Capstone Copper share price is trading at $13.05 this afternoon.

Life360 Inc (ASX: 360)

A note out of Bell Potter reveals that its analysts have retained their buy rating on this family safety technology company’s shares with a trimmed price target of $40.00. This follows the release of FY 2025 results that were a touch ahead of forecasts. In addition, the broker was pleased with Life360’s guidance for FY 2026, highlighting that it was in line with both the broker’s and consensus estimates. In light of this and the significant share price weakness recently, Bell Potter appears to see now as an opportune time for investors to pick up this rapidly growing company’s shares. The Life360 share price is fetching $20.54 at the time of writing.

Newmont Corporation (ASX: NEM)

Another note out of Morgans reveals that its analysts have upgraded this gold miner’s shares to a buy rating with an improved price target of $214.00. With the spot gold price trading near record highs, it highlights that gold miners are generating significant cash, which is strengthening their balance sheets. And with the broker upgrading its gold price assumptions for the coming years, it sees potential for a further re-rating of gold miners like Newmont in the near term. The Newmont share price is trading at $172.60 on Wednesday afternoon.

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

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Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Having some exposure to the small side of the Australian share market can be a good thing for a balanced investment portfolio.

After all, if you can identify a small-cap ASX share with the potential to become a mid-cap or even a blue-chip one day, the returns can be significant.

But which small caps could be in the buy zone right now? Let’s take a look at two that analysts at Morgans are recommending to clients with a higher than average tolerance for risk. They are as follows:

Camplify Holdings Ltd (ASX: CHL)

Morgans thinks that Camplify could be a small-cap ASX share to buy.

It operates one of the world’s leading peer-to-peer digital marketplace platforms, connecting recreational vehicle (RV) owners to hirers. The company has operations in Australia, New Zealand, Spain, the UK, Germany, Austria, and the Netherlands.

Morgans was pleased with Camplify’s performance during the first half, highlighting its lower operating costs and stronger unit economics. It said:

CHL’s 1H26 result highlighted the ongoing transition underway within the business, with lower opex and stronger unit economics from the MyWay mutual and membership-led strategy. Whilst GTV decline (-17%) was a result negative, we acknowledge some of the contraction was due to CHL deliberately pulling back low-margin volume. CHL Revenue of ~A$19m was ~5% down on the pcp, With the seasonally stronger period now underway, a deeper ANZ partnership funnel (JB Group) and future bookings of ~A$32m at period-end, we expect the business to have an improved half-on-half performance.

In response, the broker has retained its buy rating with a reduced price target of 78 cents. This implies potential upside of over 100% for investors.

Readytech Holdings Ltd (ASX: RDY)

Another small-cap ASX share that has caught the broker’s eye is Readytech.

It is a leading provider of mission-critical SaaS for the education, employment services, workforce management, government and justice sectors.

Morgans remains positive despite Readytech’s half-year results coming in softer than expected. It said:

RDY’s 1H26 result and revised outlook came in softer than expected, with Underlying EBITDA of $17.5m / Cash EBITDA of $7.5m ~6% behind MorgF. Whilst RDY’s enterprise strategy remains on track, the group indicated that increased churn in 1H26 along with more protracted implementation/sale conversion have led to an FY26 guidance downgrade and the withdrawal of its longer-term targets. Whilst we downgrade our FY26-17 EBITDA forecasts by 10-20% reflecting revised guidance, given RDY’s robust pipeline, potential catalysts (VIC TAFE decision and likely increased corporate appeal), we move to a SPECULATIVE BUY rating, with a revised price target of $2.20/sh (previously $3.00/sh).

As mentioned above, Morgans has put a speculative buy rating and $2.20 price target on its shares. This suggests that upside of 80% is possible between now and this time next year.

The post Morgans names 2 small-cap ASX shares to buy now appeared first on The Motley Fool Australia.

More reading

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

The S&P/ASX 200 Index (ASX: XJO) has fallen lower in early-afternoon trade on Wednesday. At the time of writing, the index has dropped another 1.81% as conflict in the Middle East continues to put pressure on Australian shares.

At the time of writing, less than one quarter of the index is trading in the green. And some ASX 200 shares have dropped to a six-month low.

Is this a buying opportunity? Or will the declines keep coming?

Here are two ASX 200 shares to keep an eye on.

Harvey Norman Holdings Ltd (ASX: HVN)

Harvey Norman shares are one of the ASX 200 shares trading in the red today. At the time of writing, the stock is down 0.63% to $5.52. This is the lowest level seen since July last year. The stock is now down 24.86% over the past six months, and is just 3.57% higher over the year.

Late last month, the retailer posted a double-digit uplift in profit before tax and raised its interim dividend for the half-year ended 31 December 2025. While the result looks strong on paper, it was a touch short of consensus expectations, and investors weren’t impressed. 

Meanwhile, a hike in the cost-of-living has seen households cut their budgets for spending. But it’s important to note that the ASX 200 retail share is a long-term performer on the ASX and has navigated cycles like this before. Usually, when investor confidence rebounds and spending picks back up, retail business will benefit from an uplift.

Analysts are mostly bullish that there will be a big turnaround in its shares this year. Out of 13 analysts, six have a buy or strong buy rating, and another six have a hold rating. The final one has a sell rating on the stock. The average target price is $6.55, which implies a potential 18.18% upside at the time of writing. Looks like it could be a great opportunity to buy this ASX 200 share.

Seek Ltd (ASX: SEK)

Seek shares are bucking the trend and are one of the few ASX 200 shares trading in the green at the time of writing. The stock is 1.4% higher for the day at $15.99 a piece. The uplift is welcome news after the shares crashed 40.24% over the past six months. They’re now only marginally above the six-year low of $15.77 recorded at the close of the ASX yesterday. 

The company reported double-digit revenue growth for the first half of FY26, but it didn’t do enough to reignite confidence in investors. There are still concerns about the outlook for the job ad market after the recent softening. 

But analysts are incredibly optimistic about the outlook for Seek shares. All 15 have a consensus buy rating, and the average target price is $25.51 a piece. That implies a potential 60.06% upside at the time of writing. It looks like the latest price crash has created a window for investors to buy the stock cheaply.

The post These ASX 200 shares have sunk to 6-month lows. Time to buy? appeared first on The Motley Fool Australia.

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