The S&P/ASX 200 Index (ASX: XJO) is having a disappointing session on Tuesday. In afternoon trade, the benchmark index is down 1.2% to 9,088.9 points.

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

Capstone Copper Corp (ASX: CSC)

The Capstone Copper share price is down 8% to $13.29. This morning, this copper miner revealed full-year production growth of 22% to 224,764 tonnes with a cash cost of $2.44 per pound. However, it also provided guidance for FY 2026, which revealed that it expects production of just 200,000 to 230,000 tonnes with cash costs of $2.45 to $2.75 per pound. The higher costs are expected to be driven by modest inflation and the impact of lower-grade zones driven by mine sequence at Mantos Blancos and Pinto Valley.

Life360 Inc (ASX: 360)

The Life360 share price is down 10% to $22.10. Investors have been selling this family safety technology company’s shares following the release of its full-year results. At one stage today, Life360’s shares were up as much as 15% before making a significant U-turn. Interestingly, this is despite Life360 delivering earnings ahead of expectations and reiterating its guidance for FY 2026. However, it is worth noting that the tech sector is a sea of red today.

Neuren Pharmaceuticals Ltd (ASX: NEU)

The Neuren Pharmaceuticals share price is down 7.5% to $12.73. This morning, this pharmaceuticals company confirmed that European regulators have rejected its application for trofinetide for the treatment of Rett syndrome. Its partner, Acadia Pharmaceuticals (NASDAQ: ACAD), commented: “While we are disappointed by the CHMP’s recommendation to refuse approval, we continue to be encouraged by the meaningful benefits trofinetide has demonstrated for people living with Rett syndrome. The strong engagement and positive feedback we have seen from patients, caregivers, and clinicians in the Rett community reinforce our belief in the treatment’s clinical value. We remain committed to working constructively with EU regulators to explore next steps and to bring this therapy to patients.”

St George Mining Ltd (ASX: SGQ)

The St George Mining share price is down 15.5% to 13.5 cents. This is despite the rare earths explorer announcing a substantial increase in the size and quality of the mineral resource estimate at its 100%-owned Araxa Project. Management believes this confirms the tier one status of the rare earths and niobium deposit in the world’s premier niobium-producing region. However, it seems that investors were expecting stronger numbers.

The post Why Capstone Copper, Life360, Neuren, and St George Mining shares are falling today appeared first on The Motley Fool Australia.

More reading

• ASX copper producer falls after record Q4 performance
• Why is this ASX 200 stock sinking 6% today?
• Why are Life360 shares jumping 15% today?
• Buy this ASX tech share now and hold it for 10 years
• Life360 FY25 earnings: revenue jumps, positive outlook for FY26

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.

Stockland Corporation Ltd (ASX: SGP) shares have dipped near their 52-week low after the company unveiled a new data centre joint-venture on Tuesday morning.

Stockland shares lost 2.3% at $4.89 during afternoon trade, just a fraction above the 52-week low of $4.77.

Over the past 12 months, Stockland shares have declined 4.4%, lagging the S&P/ASX 200 Index (ASX: XJO), which has risen 11.5% over the same period.

Growth in future-focused sectors

Stockland announced a new 50/50 partnership with EdgeConneX. This deal pairs Stockland’s property smarts with EdgeConneX’s know-how in building and operating hyperscale data centres. These facilities aim to meet surging demand from cloud and AI providers.

The move signals a bold step into digital infrastructure. Details on costs and returns are still under wraps, but the partnership fits Stockland’s strategy of innovation and growth in future-focused sectors.

Construction on the first Australian sites is expected in the 2027 financial year, with more locations under review. The move taps into growing demand for cloud and enterprise infrastructure.

Property as core

Stockland’s core business remains property. It develops and manages residential communities, retail centres, logistics hubs, and workplaces. The model blends recurring rental income with profits from land and property developments.

The company’s latest results, released on 16 February, showed solid performance. Statutory profit in the first half of FY26 rose to $292 million, up from $245 million a year earlier.

Funds From Operations (FFO) jumped nearly 30% to $325 million, while FFO per security climbed to 13.5 cents. The interim distribution increased to 9 cents per security. Management reaffirmed full-year guidance for 36 to 37 cents FFO per Stockland share.

Clear strengths, lingering risks

Stockland has clear strengths. Its portfolio spans multiple sectors, providing a mix of rental income and development profits. Logistics and town centre leasing remain resilient. Residential settlements continue to support growth.

But risks linger. Property is sensitive to interest rate cycles and market demand. Development projects take time and capital. Long-term data centre ventures carry execution risk. Investors in Stockland shares will watch cash flow and dividend sustainability closely.

What next for Stockland shares?

Looking ahead, Stockland and EdgeConneX are set to roll out data centres across key Australian markets, tapping into the booming cloud and AI sectors. The EdgeConneX tie-up could add future value. Data centres are a fast-growing segment with strong long-term demand.

But the market reaction suggests investors are cautious about balancing this new venture with core operations. Investors will be keeping a close eye on the timeline and the dollars behind the deal as the partnership takes shape.

For now, Stockland shares reflect both opportunity and risk. Execution on the data centre plan, alongside steady property performance, will determine if the stock can climb from these lows.

The post Why are Stockland shares diving to near 52-week lows? appeared first on The Motley Fool Australia.

More reading

• Stockland shares in focus after unveiling EdgeConneX data centre partnership
• Stockland posts strong 1H26 result on development surge

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 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.

The S&P/ASX 200 Index (ASX: XJO) is having a tough session on Tuesday. In afternoon trade, the benchmark index is down 1.4% to 9,073.1 points.

Four ASX shares that are not letting that hold them back today are listed below. Here’s why they are rising:

Boss Energy Ltd (ASX: BOE)

The Boss Energy share price is up 1.5% to $1.85. This may have been driven by a broker note out of Bell Potter this week. According to the note, the broker has upgraded the uranium producer’s shares to a buy rating with a $1.95 price target. It said: “We make no adjustments to our TP in this note, but take the opportunity to upgrade BOE to Buy (previously Hold), following deterioration in the price. We continue to see the market positioning for a negative outcome in the upcoming wide-spaced wellfield program, creating an asymmetric risk opportunity in our opinion.”

Lindian Resources Ltd (ASX: LIN)

The Lindian Resources share price is up 24% to 65.7 cents. This morning, Lindian announced plans to acquire 100% of an existing mixed rare earths carbonate (MREC) processing facility previously operated by a joint venture between Japan’s Sumitomo Corporation and Kazatomprom. Executive Chairman, Robert Martin, commented: “The acquisition of the SARECO Mixed Rare Earth Carbonate facility is a defining step for Lindian. It fast-tracks our transition from a concentrate producer to an integrated rare earths company with downstream capability, materially enhancing margins, commercial flexibility and long-term strategic value.”

Magellan Financial Group Ltd (ASX: MFG)

The Magellan share price is up 20% to $10.11. Investors have responded positively to the fund manager’s plan to merge with Barrenjoey. Magellan’s chair, Andrew Formica, said: “The merger with Barrenjoey marks a transformative step in MFG’s evolution, bringing together two highly complementary businesses to create an Australian financial services group with meaningful scale and breadth.” This morning, Magellan announced that it has completed a $130 million institutional capital raise to help fund the merger.

New Hope Corporation Ltd (ASX: NHC)

The New Hope share price is up 5% to $4.98. This morning, this coal miner announced the extension of its existing on-market share buyback for another 12 months. However, it notes that this is subject to the prevailing share price and market conditions and will be executed at the company’s discretion having regard to a number of factors. This includes market conditions, its share price, its future capital requirements, and consideration of any unforeseen developments or circumstances that may arise.

The post Why Boss Energy, Lindian, Magellan, and New Hope shares are rising today appeared first on The Motley Fool Australia.

More reading

• ASX 200 coal shares surge as commodity price lifts to 14-month high
• New Hope extends share buy-back program to March 2027
• Magellan share price soars 31% on completed capital raise for Barrenjoey merger
• 5 things to watch on the ASX 200 on Tuesday
• Here are the top 10 ASX 200 shares today

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

S&P/ASX 200 Index (ASX: XJO) coal shares are surging on Tuesday after the thermal coal price lifted by more than 8%.

The market’s three largest coal miners are among the fastest rising ASX 200 shares today, with energy the only sector in the green.

Currrently, the Yancoal Australia Ltd (ASX: YAL) share price is $6.41, up 3.6%, while Whitehaven Ltd (ASX: WHC) is up 3.2% to $8.20.

New Hope Corporation Ltd (ASX: NHC) shares reached a 52-week high of $5.02, up 5.7%, in earlier trade on news of an extended buyback.

New Hope will extend its on-market share buyback program til 2 March next year.

The coal miner announced the buyback initially in March last year.

New Hope shares are the second-fastest risers on the ASX 200 today, with Yancoal fourth and Whitehaven fifth.

Coal price lifts overnight

Today’s price spike for the ASX 200 coal shares follows an 8.6% lift in the thermal coal price to US$128.70 per tonne in overnight trading.

This is the highest price thermal coal has traded at since mid-December 2024.

Analysts at Trading Economics said the coal price increased due to expectations of resilient global demand despite the green energy transition.

The analysts said:

China, the world’s largest coal producer and consumer, continued to add new coal-fired power capacity as Beijing prioritizes energy security and grid reliability.

Investors are also awaiting signals from China’s upcoming parliamentary meeting for further demand guidance.

The annual “Two Sessions” will take place from March 4 to around March 11, when authorities are expected to release the 15th Five-Year Plan outlining policy objectives for 2026-2030.

The analysts said US President Donald Trump has also moved to bolster the country’s struggling coal-fired power sector.

The US Government has allocated $175 million for modernising six coal-fired plants.

It has also directed the US Department of Defense to procure electricity from additional facilities.

Should you buy ASX 200 coal shares?

CMB International has a buy rating on the ASX 200’s largest coal share, Yancoal, with a 12-month price target of $6.84.

China International Capital Corporation (CICC) is also buy-rated with a price target of $6.30.

Jefferies has a buy rating on Whitehaven shares with a $9.50 price target.

Morgan Stanley has a hold rating on the ASX 200 coal share with a $9.80 target.

Morgans has a hold rating on New Hope shares with a $5 target, while Bell Potter has a sell rating with a $4.10 target.

The post ASX 200 coal shares surge as commodity price lifts to 14-month high appeared first on The Motley Fool Australia.

More reading

• Why Boss Energy, Lindian, Magellan, and New Hope shares are rising today
• New Hope extends share buy-back program to March 2027
• Here are the top 10 ASX 200 shares today
• Here are the top 10 ASX 200 shares today
• 3 ASX dividend stocks I think every Aussie should own

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 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 Capstone Copper Corp (ASX: CSC) share price is moving lower on Tuesday.

The decline follows the release of the copper producer’s fourth quarter results before market open.

In midday trade, Capstone shares are down 5.18% to $13.72. Despite today’s pullback, the company’s shares remain up more than 50% over the past 12 months.

Here is what the company reported.

Record production caps off strong year

Capstone delivered consolidated copper production of 58,273 tonnes in Q4 2025, up 8% from 53,942 tonnes in the prior corresponding period. The increase was driven by stronger sulphide production at Mantoverde and Mantos Blancos.

For the full year, consolidated copper production rose 22% to 224,764 tonnes, compared with 184,460 tonnes in 2024.

Realised copper prices also improved. Capstone achieved an average realised copper price of US$5.36 per pound in Q4, up from US$4.04 per pound a year earlier. For the full year, the realised price averaged US$4.65 per pound, compared with US$4.16 in 2024.

C1 cash costs declined significantly. Consolidated C1 cash costs in Q4 fell to US$2.31 per pound, down from US$2.52 per pound in Q4 2024. For the full year, C1 cash costs dropped 12% to US$2.44 per pound.

Earnings and cash flow expand

Revenue in Q4 totalled $685 million, up from $446.9 million in the prior corresponding period. Full-year revenue increased to $2.36 billion from $1.60 billion in 2024.

Net income attributable to shareholders came in at $50.6 million for the quarter, up from $45.9 million a year earlier. On an adjusted basis, net income attributable to shareholders was $78.7 million for Q4.

For the full year, net income attributable to shareholders surged to $315.9 million, compared with $82.9 million in 2024. Adjusted net income was $163.6 million for the year.

Adjusted EBITDA reached $308 million in Q4, up from $171.9 million in the prior corresponding period. For the full year, adjusted EBITDA rose to $952.7 million, almost double the $496.1 million recorded in 2024.

Operating cash flow before changes in working capital increased to $287.3 million in Q4. For the full year, operating cash flow before changes in working capital was $897 million.

Balance sheet and outlook

Net debt stood at $780.1 million as at 31 December 2025, compared with $742 million a year earlier. Total available liquidity was reported at just over $1 billion at year end.

Looking ahead, Capstone has reaffirmed 2026 production guidance of 200,000 to 230,000 tonnes of copper at C1 cash costs of US$2.45 to US$2.75 per pound. The company expects largely stable production in 2026, with growth anticipated from Mantoverde Optimised from 2027.

While the market has driven the stock lower today, 2025 was a record year for production and earnings. The result was supported by stronger copper prices and improved unit costs.

The post ASX copper producer falls after record Q4 performance appeared first on The Motley Fool Australia.

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

The BHP Group Ltd (ASX: BHP) share price was in fine form in February.

Shares in the S&P/ASX 200 Index (ASX: XJO) mining giant closed out January trading for $50.57. When the closing bell sounded on 27 February, shares were changing hands for $58.41 each.

This saw the BHP share price up 15.5% over the month just past, racing ahead of the 3.7% gains posted by the ASX 200 over this same time.

That strong performance also saw BHP retake the title of biggest stock on the ASX (by market cap) from Commonwealth Bank of Australia (ASX: CBA) towards the end of the month.

Now, here’s why investors have been busily buying shares in the big Aussie miner.

BHP share price jumps on strong earnings results

The biggest news out from the miner over the month was the release of its half-year earnings results (H1 FY 2026) on 17 February.

The BHP share price closed up 4.7% on the day, with investors responding favourably to revenue of US$27.90 billion for the six months, up 11% from H1 FY 2025.

And earnings leapt 25% year-on-year, with BHP reporting underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) of US$15.46 billion.

On the bottom line, the ASX 200 miner achieved a 22% increase in underlying profit to US$6.20 billion.

This saw management declare a fully franked interim dividend of 73 US cents (AU$1.03) a share, up 30% in Aussie dollar terms and up 46% in US dollar terms.

That passive income payout is still up for grabs, by the way. Though if you want to score the interim $1.03 BHP dividend, you’ll need to be fast.

BHP trades ex-dividend this Thursday. Meaning you’ll need to own shares at market close tomorrow, 4 March, to receive those dividends. You can then expect to see that passive income hit your bank account on 26 March.

ASX 200 miner embracing copper

One of the standouts from the miner’s half year results were its copper earnings.

At more than US$13,300 per tonne, the copper price has gained 40% over the past 12 months.

And the BHP share price has gotten an added boost as the miner expands its copper exposure.

For H1Y 2026, the company reported underlying EBITDA of US$8.0 billion from its copper division. That’s up 59% year-on-year, and it’s the first time BHP saw copper deliver more than half its earnings.

Management also piqued investor interest on the day after upgrading BHP’s full year FY 2026 copper production guidance to between 1.9 million and 2.0 million tonnes. BHP produced 984,000 tonnes of copper in the first half of FY 2026.

The post Why the BHP share price rocketed 16% in February appeared first on The Motley Fool Australia.

More reading

• 1 miner, 1 bank, and 1 ASX tech share I’d buy this month
• Which ASX 200 mining shares raised their dividends this earnings season?
• I bought 682 BHP shares 5 years ago, this is how they fared
• 3 of the best blue chip ASX shares I’d buy in March
• ASX 200 materials sector leads as earnings season ends with a record high

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

The Woodside Energy Group Ltd (ASX: WDS) share price is $29.96, down 1%, despite oil and gas prices continuing to climb today.

The largest ASX 200 oil share remains 5.6% up on its Friday close after the US and Israel attacked Iran over the weekend.

The attack pushed oil prices significantly higher on expectations that global supply will be disrupted as a result of the attack.

The Woodside share price has been on a consistent upward trajectory in the new year and is currently up 27% year to date.

Woodside shares reached an 18-month high of $28.37 on Friday, then soared 6.4% yesterday due to the weekend’s events.

FY25 results

The latest major news out of the oil and gas giant was its full-year FY25 results last Tuesday.

Woodside reported record production of 198.8 MMboe in FY25, up 3% from FY24.

The net profit after tax (NPAT) was US$2,718 million, down 24%.

Woodside declared a fully-franked final dividend of 59 US cents per share, up 11% on US dollar terms on the final FY24 dividend.

After the currency conversion, this will equate to about 83.4 AU cents per share, payable on 27 March.

Woodside shares go ex-dividend, along with scores of other ASX shares, this week.

Will the Woodside share price go further from here?

As is customary, the brokers have gone over Woodside’s latest earnings results and adjusted their ratings and 12-month price targets.

The highest target among the nine broker opinions we’ve seen comes from Michael Gable at Fairmont Equities.

On The Bull, Gable gave Woodside shares a buy rating and said the stock could go as high as $38 in CY26.

Gable commented:

Expected increasing demand for oil and gas in 2026 leaves me bullish about the energy sector.

The company posted record annual production of 198.8 million barrels of oil equivalent in full year 2025, exceeding the guidance range.

Record production offset lower realised prices.

The company’s full year results met expectations, and the share price recently moved above a major resistance level.

I expect the shares to trend higher and re-test previous peaks around $38 as calendar year 2026 unfolds. 

The next best price tip comes from RBC Capital.

RBC retained its buy rating on Woodside with a 12-month share price target of $31.50.

Morgans retained its buy rating and raised its price target from $29.80 to $30.50.

In a note, the broker said:

A strong CY25 result, coming in ahead of consensus on both NPAT and dividend.

Yet another half where WDS outperforms on opex and net debt balance.

We see a clear case for value upside remaining in WDS, from a recovering oil price, solid project delivery and FCF harvest as projects come on (CY27-29).

Not every expert says buy

Bernstein increased its share price target on Woodside from $24 to $29 and reiterated its hold rating.

Citi, Macquarie, and Morgan Stanley kept their hold ratings with 12-month targets of $28, $27, and $26, respectively.

UBS also maintained a hold rating on Woodside but upped its share price target from $23.10 to $25.60.

Ord Minnett retains a sell rating on Woodside shares with a price target of $24.

The post What’s next for the Woodside share price? appeared first on The Motley Fool Australia.

More reading

• No savings at 30? Here’s how I’d aim for an extra $24,600 a year in retirement boosting passive income buying ASX shares
• Here are the top 10 ASX 200 shares today
• Oil prices rocket to 4-year high as ASX energy giants surge
• Why Ampol, EOS, Lynas, and Woodside shares are roaring higher today
• Santos and Woodside shares surging higher on Monday as oil price in focus amid Iran strikes

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.

Major gold stocks Evolution Mining Ltd (ASX: EVN) and Newmont Corp (ASX: NEM) are sliding today despite surging gold prices.

The gold price held above US$5,300 on Monday, paring earlier gains after spiking past US$5,419. At the time of writing on Tuesday morning, the gold price has climbed another 0.58% for the day to US$5,353. This is close to the metals’ all-time high of US$5,419 recorded in late January.

The safe haven asset is now 8% higher over the past month and 84.8% higher over the past 12 months.

The uplift came after a dramatic “buy the dip” rally in US stocks drained the metal’s safe-haven momentum, according to Trading Economics.

But despite the latest rally, Evolution Mining and Newmont shares are travelling in the other direction. Here’s why.

What is happening to these ASX gold shares today?

Newmont is the world’s largest gold miner, and Evolution Mining is one of Australia’s largest listed gold miners. The two mining giants are widely regarded as dominant players in the gold sector.

In Tuesday lunchtime trade, the Evolution Mining share price is down 3.34% to $17.08 a piece. For the year to date, the Aussie gold miner’s share price has climbed 35% and it is currently 178.91% above where it was this time last year.

At the time of writing, the Newmont share price is also trading in the red. The shares have tumbled 3.43% to $180.80 a piece. This means the shares are now 19.64% higher year to date and 165.54% higher than 12 months ago.

Why are the ASX gold stocks not moving higher with the gold price?

There hasn’t been any price-sensitive news out of either of the gold mining companies recently. This suggests today’s slump means the gold price rise was already priced into the stock.

Gold stocks often move ahead of the official gold prices if investors or analysts anticipate higher prices in the near future.

At the same time, the gold price is quoted in US dollars. While ASX gold miners sell their gold in US dollars, they report earnings in Australian dollars. Given that the US dollar is currently weaker against the Australian dollar, a shift in the gold price might not have a significant effect on ASX stock prices.

In other words, even if gold rises globally, the share price of ASX gold miners might not rise if the Australian dollar is also rising. 

What do analysts think of the shares?

Analysts are very mixed on the outlook for Evolution Mining shares this year. TradingView data shows that eight out of 20 analysts have a hold rating, five have a buy or strong buy rating, and another seven have a sell or strong sell rating.

The average target price is $14.05, which implies an 18% downside at the time of writing. 

Analysts are much more bullish on Newmont’s outlook. TradingView data shows that 20 out of 24 analysts have a buy or strong buy rating on the stock. The average target price is $197.67, which implies a 9.1% upside at the time of writing. 

The post Evolution and Newmont shares tumble despite surging gold price appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• Here are the top 10 ASX 200 shares today
• 5 things to watch on the ASX 200 on Monday
• Which ASX 200 mining shares raised their dividends this earnings season?
• ASX 200 materials sector leads as earnings season ends with a record high

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.

When I think about holding a share for 10 years or more, I’m not asking whether next quarter’s result will beat consensus.

I’m asking something much simpler. Does this business sit in front of a powerful, long-term trend that is likely to be bigger in a decade than it is today?

If the answer is yes, and management executes reasonably well, time can do a lot of the heavy lifting.

Here are three ASX 200 shares I would be happy to tuck away for the next decade.

DroneShield Ltd (ASX: DRO)

The nature of warfare is evolving. Low-cost drones have become a genuine battlefield threat, and countries are rapidly adapting their defence strategies. Counter-drone technology is shifting from a niche capability to something closer to a standard requirement.

DroneShield has built a reputation in RF detection and defeat systems, backed by years of development and real-world deployment. It also has a growing sales pipeline worth over $2 billion that reflects how seriously governments are taking this risk.

If you zoom out ten years, I find it hard to imagine a world where counter-drone capabilities are less important than they are today. That’s the lens through which I view this stock. It will be volatile. It will win and lose contracts. But the structural tailwind looks powerful to me.

Zip Co Ltd (ASX: ZIP)

Zip is a very different story. For me, this isn’t about explosive growth at any cost anymore. It’s about discipline and maturing as a business.

The buy now, pay later company has already been through a full cycle. It has tightened credit settings, exited weaker markets, and focused on profitability. That evolution matters. It tells me management has learned from the past.

Over the next decade, digital payments and alternative credit are unlikely to shrink. Consumers increasingly expect flexibility at checkout, and merchants value higher conversion rates. If Zip continues to operate with discipline, there is room for steady expansion without needing to chase reckless growth.

This isn’t a defensive ASX 200 share. But over a ten-year horizon, I think a leaner, more focused Zip could look very different to the company many investors remember.

Telix Pharmaceuticals Ltd (ASX: TLX)

Telix is a story about precision medicine. Healthcare is moving toward more targeted diagnostics and therapies, particularly in oncology. Telix operates in radiopharmaceuticals, combining imaging and treatment in ways that can improve patient outcomes.

What attracts me here is not just a single product cycle. It’s the broader shift toward personalised cancer care and the role nuclear medicine can play in that shift.

Telix already has commercial products on the market and is expanding its pipeline. If even part of that pipeline delivers over the next decade, earnings could scale meaningfully.

Of course, clinical development carries risk. But over a long time frame, I believe innovation in cancer diagnostics and treatment will only accelerate. Telix is positioned at the heart of that change.

Foolish takeaway

DroneShield, Zip, and Telix operate in defence technology, digital payments, and precision medicine. Three very different industries, three very different risk profiles.

What they share, in my view, is exposure to trends that are unlikely to fade over the next decade. If I’m building a portfolio for the long haul, those are the kinds of ASX 200 shares I want to own.

The post 3 ASX 200 shares to buy and hold for a decade or more appeared first on The Motley Fool Australia.

More reading

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

Choosing ASX shares can feel overwhelming, especially when there are hundreds to consider.

Rather than trying to cover every sector, sometimes it helps to narrow the field. If you’re looking for a starting point this month, here’s one miner, one bank, and one ASX tech share I’d be comfortable owning right now.

BHP Group Ltd (ASX: BHP)

If I want mining exposure, BHP is still my first pick.

It offers scale, diversification across commodities, and strong free cash flow generation. While iron ore remains a major earnings driver, I’m particularly interested in BHP’s copper exposure. Copper is central to electrification, renewable energy infrastructure, and electric vehicles, all of which are long-term structural themes.

BHP’s balance sheet strength and disciplined capital allocation also matter. In cyclical industries, financial strength can make the difference between surviving downturns and thriving through them.

I don’t expect BHP to shoot the lights out every year, but as a core miner in a diversified portfolio, I think it still makes sense.

Commonwealth Bank of Australia (ASX: CBA)

CBA is rarely cheap, but I think it earns its premium. Its scale, technology leadership, and dominant deposit base give it structural advantages in the Australian banking sector. 

In a competitive environment, that matters. It allows CBA to defend margins and maintain strong returns on equity relative to peers.

For income investors, the fully franked dividend remains appealing. For long-term holders, the consistency of earnings and capital management is what stands out.

If I want bank exposure, I’m choosing quality over chasing a slightly lower valuation elsewhere.

WiseTech Global Ltd (ASX: WTC)

For technology exposure, I’d lean into WiseTech. Its share price has been volatile over the past year, but the underlying opportunity in global logistics software remains significant. 

CargoWise is deeply embedded in customer workflows, and switching costs are meaningful once the platform is integrated.

Consensus forecasts point to strong earnings growth over the next few years. At current levels, the stock is trading on a multiple that I think looks more reasonable relative to its long-term growth potential than it did at prior peaks.

There are risks, as with any growth stock, but for investors willing to look beyond short-term sentiment, I think WiseTech offers attractive upside over time.

Foolish takeaway

If I were adding ASX shares to my portfolio this month, I’d be happy owning BHP for mining exposure, CBA for income and resilience, and WiseTech for growth.

Together, they span commodities, financials, and technology. That kind of balance can be more powerful than trying to pick a single winner.

The post 1 miner, 1 bank, and 1 ASX tech share I’d buy this month appeared first on The Motley Fool Australia.

More reading

• 3 ASX shares down 25% or more that could roar back
• ASX 200 shares to buy on the cheap right now
• How low can WiseTech shares go?
• How the CBA share price rocketed 17% in February
• 5 top ASX 200 shares I’d buy in March

Motley Fool contributor Grace Alvino has positions in Commonwealth Bank Of Australia. 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 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.