The ANZ Group Holdings Ltd (ASX: ANZ) share price is trading close to where it was six months ago. This is a good time to consider whether the ANZ bank share is undervalued or overvalued.

As we can see on the chart below, the ANZ share price has decreased in the last few months. It can be a good idea to look at names like ANZ when they go through a decline.

Let’s see what the latest forecasts are for the ANZ share price and what this could mean for shareholders.

Price target

A price target is where analysts think the share price will be in within 12 months of the investment call. Sometimes the price target suggests there will be a decline and other times it suggests there could be an impressive rise.

According to CMC Invest, there have been 10 recent ratings on the ASX bank share. Of those ten, four were buys, five were holds and one was a sell.

The average price target from these 10 analysts was $35.60. That’s very close to what it’s actually trading at, meaning investors shouldn’t look forward to any strong gains.

The most optimistic price target is $40, implying a possible rise of 12% from where it is at the time of writing.

However, the lowest price target is $30.72, which implies a possible decline of 13%.

So, the valuation looks finely balanced at the moment.

What’s driving the ANZ share price?

You’d have to ask each buyer and seller of ANZ shares why they transacted at the price they did.

But, it’s clear that the market still has its eyes on the ASX bank share’s recent FY26 first-half performance.

ANZ reported that, excluding significant items, operating income was flat and operating expenses declined 9%, helping profit before provisions rise 12%. Underlying cash profit increased by 14%.

As you can tell from the numbers it reported, the ASX bank share has been working hard at reducing costs by reducing duplication and simplifying the organisation. ANZ said 78% of 3,500 announced roles exited the bank by the end of April 2026.

Profit growth is a key driver of the ANZ share price, so it’s good to see that profit grew by double-digits in the most recent result.

However, with how its net loans and advances only grew by 1% over the six months between September 2025 and March, it’s not exactly shooting the lights out.

I can see why analysts aren’t excited about the valuation at the moment, so there could be better opportunities out there.

The post How much could the ANZ share price rise in the next year? appeared first on The Motley Fool Australia.

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• Which big four ASX bank stock is the best buy right now?

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

The S&P/ASX 200 Index (ASX: XJO) is a great place to find great opportunities. In this article, we’re going to look at two ASX 200 shares with a strong track record of success overseas, and they’re planning further growth.

Some Australian businesses have attempted to expand overseas, but it simply hasn’t worked, such as Wesfarmers Ltd (ASX: WES)’s Bunnings UK effort.

But the two ideas I’m about to outline show how successful businesses can be when global growth is done well.

Breville Group Ltd (ASX: BRG)

Breville is one of the leading coffee machine and small appliance businesses in the world. It has a number of brands, including Breville, Sage, Lelit, Baratza, and Beanz.

It’s truly a global business when you look at where its revenue and growth are coming from.

In the FY26 half-year results, the business reported solid, across-the-board growth in global product segment revenue (which accounts for most of its revenue). Americas revenue grew 11.6% to $549.5 million, Asia Pacific revenue increased 5.9% to $190.3 million, and EMEA (Europe, Middle East and Africa) revenue rose 13.7% to $233.8 million.

Overall, HY26 revenue rose by 10.9% to $973.6 million, despite the impacts of US tariffs during the period.

There are two growth areas I’m particularly excited about. First, it’s expanding geographically, and I think this bodes well for future revenue growth and scale benefits. China, South Korea, and the Middle East could all be growth drivers for the foreseeable future.

Secondly, the company’s coffee bean segment is growing rapidly. In the 2025 calendar year, kilos shipped grew by 75% year over year, new customers rose by 89%, and subscriptions soared by 97%.

I think this high-quality ASX 200 share is on track for a very good future.

According to CommSec’s collation of analyst opinions, there are currently 13 buy ratings on the ASX 200 share.

Goodman Group (ASX: GMG)

Goodman is one of the world’s leading owners and developers of industrial properties. It says its real estate comprises high-quality, sustainable logistics properties and data centres in major global cities.

The ASX 200 share has a presence in Australia, New Zealand, Asia, Europe, the UK, and the Americas. In other words, most of the economically developed world.

The steady drum of project completions regularly adds to its portfolio value and operating earnings. In the FY26 half-year result, it reported work in progress (WIP) of $14.4 billion across 51 projects, with a forecast yield on cost of 8.1%. Data centres currently account for 73% of the development WIP – a major growth area.

Its operating earnings are growing at a good pace. For HY26, it reported like-for-like net property income (NPI) growth of 4.2%, and it expects FY26 operating earnings per security (EPS) growth of 9%.

According to the CommSec collation of analyst opinions, there are currently 11 buy ratings on the ASX 200 share.

The post 2 high-quality ASX 200 shares experts rate as buys appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Breville Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group and Wesfarmers. The Motley Fool Australia has recommended 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.

Commonwealth Bank of Australia (ASX: CBA) shares have pulled back almost 14% from their 52-week and record high.

A good portion of that weakness has come since the bank released its latest quarterly update earlier this month.

I think that pullback has created a more interesting buying opportunity for patient investors as June approaches. 

CBA is still trading at a premium valuation, so I would not call it a bargain. But I think it remains one of the highest-quality blue-chip shares on the ASX.

A stronger entry point

CBA shares have had an incredible run over the past few years.

That has been great for existing shareholders, but it has also made the stock harder to buy for new investors. The valuation has often looked stretched compared with the other major banks, and many investors have understandably questioned whether too much good news was already priced in.

That is why the recent pullback looks useful to me.

A 14% fall does not suddenly make CBA cheap. But it does improve the risk/reward for investors who like the business and have been waiting for a better entry point.

I think this is important because CBA is the kind of business that rarely looks obviously cheap. The market usually gives it a premium because of its scale, customer base, deposit strength, and track record.

For me, the recent weakness makes the price a little more reasonable without changing the core investment case.

Why I rate CBA highly

CBA is Australia’s largest bank and, in my view, the highest-quality of the major banks.

Its advantages are not complicated. It has a huge customer base, a powerful deposit franchise, leading digital capabilities, and deep relationships across households and businesses.

Those strengths can be especially valuable in a more uncertain environment.

Many households are still dealing with cost-of-living pressure, higher energy prices, and elevated interest rates. Businesses are also navigating a more complicated backdrop, including global uncertainty and supply chain disruption.

CBA is not immune to those pressures. No bank is. Bad debts can rise, competition can squeeze margins, and credit growth can slow.

But I think CBA is better placed than most to manage those risks. Its latest quarterly update showed a resilient balance sheet, strong deposit funding, sound portfolio credit quality, and capital above regulatory minimums.

That does not mean investors should ignore the risks. But it does support the view that CBA remains a very strong bank.

Income and quality

Another reason I like CBA is its dividend profile.

The bank has long been popular with income investors because of its fully-franked dividends. That income stream can be particularly useful for Australian investors who value reliable passive income and franking credits.

I also like that CBA is not just an income story.

The bank continues to invest in digital banking, productivity, AI capabilities, customer relationships, and business banking. These areas may not produce dramatic growth overnight, but they can help CBA defend its position and improve efficiency over time.

That is what I want from a blue-chip bank holding. I do not need CBA to reinvent itself. I want it to keep executing well, protect its balance sheet, grow carefully, and return capital to shareholders through dividends.

Foolish Takeaway

CBA shares have pulled back meaningfully from their record high, and I think that has made them more attractive heading into June.

The stock is still not cheap. Investors need to be comfortable paying a premium valuation for what I see as the best major bank on the ASX.

But I think the recent weakness is a buying opportunity rather than a reason to walk away. For investors looking for a blue-chip share with quality, resilience, fully-franked dividends, and long-term staying power, CBA remains one I would be happy to buy and hold.

The post Why I think CBA shares are a blue-chip buy in June appeared first on The Motley Fool Australia.

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

Smart Parking Ltd (ASX: SPZ) is not the kind of technology company that usually dominates market chatter.

It does not have the sparkle of artificial intelligence. It is not selling futuristic consumer hardware. And its core business — parking management — is hardly glamorous.

But that was part of the appeal when Smart Parking was described as one of the ASX’s unflashy success stories powering life behind the scenes. The company had built a simple, scalable model helping property owners monitor, manage, and monetise car parks using sensors, cameras, and software.

Six months later, the story looks different.

Not because the business has gone backwards. Far from it. Smart Parking has since delivered a strong 1H FY26 result. But the share price has now fallen around 42% from recent all-time highs reached near the beginning of 2026.

For investors willing to look at smaller companies, that kind of pullback can be uncomfortable. It can also be where opportunity starts to reappear.

A strong result, with one important caveat

Smart Parking’s 1H FY26 numbers were impressive on the surface.

Revenue increased 96% to $62.6 million. Operating earnings (adjusted EBITDA) rose 85% to $15.6 million. Operating profits (underlying NPATA) jumped 163% to $6.5 million, while statutory net profit after tax rose 10% to $4.3 million.

Adjusted free cash flow also increased 89% to $10.4 million, and the company finished the half with $15.3 million of cash, excluding client funds.

That matters. Many small-cap growth companies can talk about revenue expansion. Fewer can translate growth into meaningful cash generation while still investing for the future.

Operationally, Smart Parking had close to 2000 sites under management, including US-managed sites, and 1,852 global automatic number plate recognition sites, up 19% on the prior corresponding period.

However, investors need to be careful with the headline growth rate.

Smart Parking acquired US-based Peak Parking in February 2025, meaning the latest half included a full six-month contribution from that business. Peak Parking contributed $13.5 million of revenue and $4 million of earnings (adjusted EBITDA).

So, this was not a pure organic doubling story.

That said, Peak Parking appears to be performing well. Its earn-out target was achieved, with the maximum payable in shares, and the acquisition was reported as 30% earnings per share accretive, ahead of the 25% investment case.

Why the US could matter

The US opportunity is arguably the most exciting part of the Smart Parking story.

Broker Shaw and Partners recently highlighted Smart Parking as an ASX small-cap technology company that could have meaningful upside. The broker noted that the company’s share price had fallen more than 40% since February despite what it viewed as a solid trading performance.

The broker’s positive view appears to centre on Smart Parking’s ability to roll out its low-cost parking technology into a large and relatively untapped segment of unmanaged small surface lots attached to retailers, hotels, fast-food chains, and transport hubs.

Smart Parking now has a US platform through Peak Parking. If it can successfully expand its technology-led model across that market, the company could have a much larger runway than its current size suggests.

The risks investors should watch

This is still a small-cap company, and the risks are real.

The UK remains a key profit engine, but parking breach notice volumes were flat in the half. Revenue per parking breach notice rose materially, helped by yield optimisation and improved debt recovery, but margins came under pressure.

Denmark is also a drag, with regulatory changes requiring notices to be physically placed on vehicles, forcing a shift toward manual enforcement. Germany remains in investment mode, and Switzerland is still at a very early stage.

The US opportunity is exciting, but execution is not guaranteed. Scaling in a new market takes time, people, capital, and discipline.

Foolish Takeaway

Smart Parking looks like a better business than its recent share price performance suggests.

The company is growing, generating cash, expanding internationally, and now has a potential platform for US growth. But expectations need to be grounded. The latest result was boosted by Peak Parking, and regulatory and execution risks remain.

Still, after a fall of around 42% from recent highs, Smart Parking looks worth a closer look as a small-cap opportunity for investors comfortable with volatility and patient enough to let the growth story play out.

The post Is this beaten-down ASX small cap a smart opportunity? appeared first on The Motley Fool Australia.

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Motley Fool contributor Leigh Gant 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.

If you are looking for outsized returns and have a high tolerance for risk, then it could be worth turning your attention to the ASX 300 share in this article.

That’s because if Bell Potter is on the money with its recommendation, this share could be destined to rise over 80% from current levels.

Which ASX 300 share?

The share that has been given the thumbs up by Bell Potter is Clinuvel Pharmaceuticals Ltd (ASX: CUV).

In case you’re not familiar with the company, it is the pharmaceutical company behind the Scenesse (afamelanotide) treatment for patients with the rare disease erythropoietic protoporphyria (EPP).

In addition, the ASX 300 share is undertaking clinical trials to expand the approved use of Scenesse to more indications such as vitiligo.

It is the proposed expansion into vitiligo that Bell Potter has been looking at, with phase three data due to be released soon. The broker said:

CUV’s first vitiligo Phase 3 trial readout (expected 2H CY26) is one of 2026’s most keenly awaited ASX biotech readouts. Success would dramatically de-risk the expansion of Scenesse’s approved label from the rare disease EPP (~5k Americans) to also include the far larger vitiligo indication (>2m Americans). In the event of a positive readout, we anticipate a second Phase 3 will be required (commencing in 2H CY26), hence vitiligo approval and subsequent sales would commence from ~2030.

The CUV105 trial randomised 210 patients to either Scenesse plus NB-UVB or NBUVB alone for ~5 months. A successful outcome will heavily depend on achieving a statistically significant outcome on the primary endpoint, at least in the eyes of the FDA for serving as a confirmatory study.

Big potential returns

According to the note, Bell Potter has reaffirmed its speculative buy rating on the ASX 300 share with a trimmed price target of $17.00 (from $19.00).

Based on its current share price of $9.10, this implies potential upside of 87% for investors over the next 12 months.

Bell Potter highlights that the market is attributing little value to the company’s vitiligo opportunity. It said:

At an EV of $226m, there is little credit currently attributed to CUV for the vitiligo opportunity. A positive Phase 3 readout would likely see a dramatic resurgence toward our valuation as investors de-risk the path to vitiligo, while a negative readout would likely see the stock trade modestly above cash levels (~$5/sh) given recent sentiment.

Considering the relatively even chance we ascribe to positive/negative outcomes on the primary endpoint, the ~90% upside potential in the positive scenario comfortably exceeds the ~30% downside potential in the event of a failure. Hence we maintain our BUY recommendation but now include a speculative risk warning, not due to any financial instability for CUV (which is very robust), but purely due to the clinical risk profile that is fast approaching.

The post Bell Potter says this ASX 300 share could rise 80%+ appeared first on The Motley Fool Australia.

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

Macquarie has run the ruler over the ASX-listed uranium companies, and the analyst team believes there’s plenty of value to be had.

Four of the five companies they’ve assessed are trading at share prices that equate to a spot price lower than Macquarie’s assumptions, meaning there’s likely share price upside based on their modelling.

Let’s have a look at what they’re saying.

Paladin Energy Ltd (ASX: PDN)

Macquarie said Paladin had successfully ramped up production at its Langer Heinrich mine in Namibia and was also making “real progress” on its Patterson Lake South approvals in Canada.

Paladin recently reported that for the March quarter it had produced 1.29 million pounds of uranium at Langer Heinrich, up 5% from the previous quarter, “driven by strong processing plant performance”.

The Patterson Lake South Project had also had its environmental impact statement approved.

Macquarie said Paladin’s share price underperformance against NexGen Energy (ASX: NXG), Cameco, and ASX-listed Namibian project developers “seems unwarranted”.

Macquarie added:

We now see value in the shares, which imply a US$77/lb uranium price. We recognise downside risk to FY27 consensus production forecasts still exists into guidance, but investors are now being rewarded for taking this risk on, in our view.

Macquarie upgraded Paladin to outperform with a price target of $13.25.

Bannerman Energy Ltd (ASX: BMN)

Macquarie said that, with Bannerman’s Etango project approaching a final investment decision and a partnership with China’s CNNC substantially reducing funding needs, Bannerman shares were looking interesting.

Macquarie has an outperform rating on Bannerman shares with a price target of $5.55.

Deep Yellow Ltd (ASX: DYL)

Macquarie notes that Deep Yellow’s Tumas project has completed earthworks and is entering the civil works phase, which could last 10 to 12 months.

Macquarie added:

Given its strong cash balance, DYL has at this stage preserved full flexibility on final investment decision timing. It is selecting a construction contractor, and is engaging with potential strategic partners on the project (including from the US).

Macquarie has an outperform rating on Deep Yellow shares with a price target of $2.25 per share.

Lotus Resources Ltd (ASX: LOT)

Lotus, Macquarie said, at its recent quarterly retracted some past production results and announced a series of management changes, with the shares subsequently falling more than 50%.

Macquarie said Lotus, which is already mining but not yet selling uranium, could need to raise capital if it faces delays getting export approvals.

Macquarie has a price target of $1.30 per share for Lotus, reduced from $1.90, which is still well above the current share price of 67.5 cents.

Boss Energy Ltd (ASX: BOE)

Macquarie said they still held concerns about Boss’ downgrades to resources at the Honeymoon mine in South Australia and the new feasibility study.

Macquarie said:

It appears to be a smaller and more marginal asset than was widely believed under the prior management. However, we believe this is now more adequately reflected in the share price.

Macquarie upgraded its recommendation on Boss Energy to neutral from underperform and set a $2.25 share price target.

The post Which ASX uranium shares has Macquarie upgraded? appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England 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 Cameco 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.

After years at the top end of the ASX, CSL Ltd (ASX: CSL) shares are now trading below $100.

The former ASX market darling finished Friday 0.29% lower at $99.76. That leaves the biotech giant down around 23% in a month and almost 60% over the past year.

It also means CSL is trading only slightly above its recent 9-year low of $93.64. After such a heavy fall, that level is starting to look like an area investors are watching closely.

The question now is whether this is a rare chance to buy a fallen blue chip, or whether CSL still needs to earn back trust first.

Why CSL has fallen so hard

CSL was once one of the ASX’s most reliable blue-chip growth stocks.

Investors were happy to pay a premium because the company had global scale, strong healthcare assets, and a long record of delivering earnings growth.

But over the past year, that confidence has been badly damaged.

The pressure has built from several directions. CSL has been dealing with weaker earnings momentum, guidance downgrades, softer vaccine demand, and questions over execution.

And its latest downgrade only gave investors another reason to sell.

CSL now expects FY26 revenue of about US$15.2 billion on a constant currency basis. Net profit after tax (NPAT) is expected to be around US$3.1 billion.

That compares with FY25 revenue of US$15.6 billion and profit of US$3.3 billion.

CSL is still a major global healthcare company, but the latest numbers have made its old premium harder to defend.

The market wants proof

The frustrating part for shareholders is that CSL still owns valuable businesses.

It has major positions across plasma therapies, vaccines, and specialist medicines. These are not areas where demand has suddenly disappeared. Many of its products are tied to real patient needs and long-term healthcare demand.

But the market is no longer giving CSL the benefit of the doubt. Investors want to see proof that earnings can stabilise, costs can be controlled, and management can rebuild confidence.

Until then, the share price may struggle to escape the shadow of the company’s recent downgrades.

There is also a leadership question hanging over the company, with CSL still searching for a permanent Chief Executive.

Broker views show how divided sentiment has become.

Macquarie recently set a $111 price target on CSL, applying a discount for earnings uncertainty. Morgans has been more upbeat, retaining a buy rating and a $147.59 target. Bell Potter has been more cautious, cutting its target to $100.

Is the sell-off overdone?

At under $100, CSL shares are much cheaper than they were a year ago. The 4.2% dividend yield also stands out more following such a large share price decline.

But a lower price does not automatically make this an easy bargain.

CSL still needs to show that its problems are temporary and not signs of a deeper reset in the business. China albumin pricing pressure, US inventory normalisation, and execution concerns are not issues investors will look past quickly.

Trading just above a recent 9-year low may tempt some buyers back in. But CSL still needs to give the market a reason to believe the worst is behind it.

The post Under $100, are CSL shares finally too cheap to ignore? 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 positions in and has recommended CSL and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Charter Hall (ASX: CHC) share price is in focus after the property group lifted its FY26 operating earnings per security (OEPS) guidance by 3% to 103.0 cents, signalling a 26.5% jump on FY25.

What did Charter Hall report?

• FY26 OEPS guidance upgraded to 103.0 cents per security (previously 100.0 cents)
• This marks a 26.5% increase on FY25 OEPS of 81.4 cents
• Financial year-to-date gross equity inflows reached $6.5 billion, up $1.7 billion since 1H FY26
• Funds under management (FUM) grew to $74.7 billion, from $71.7 billion at December 2025
• FY26 distribution per security guidance maintained at 6% growth over FY25

What else do investors need to know?

Charter Hall continues to attract both new and existing institutional investors, adding 25 new institutions to its platform in 18 months. Recent capital inflows have supported new partnerships and projects, including the acquisition of a major Sydney CBD land precinct and launching new industrial and infrastructure funds.

Property Services revenue has also grown, aided by strong leasing activity—office leasing alone jumped by 20% compared to the first half. The group’s disciplined investment strategy has translated into meaningful incremental earnings, with property investments also delivering steady expansion.

What did Charter Hall management say?

Managing Director and Group CEO David Harrison said:

Australia continues to attract institutional capital as a stable and highly dependable real asset market. We are seeing increased allocations from existing institutional investors alongside new domestic and offshore inflows seeking diversified exposures.

The resilience of unlisted property returns, and inflation hedge characteristics continue to support strong investor demand, with Australia remaining a preferred destination for global capital.

Our platform scale, disciplined capital deployment and co-investment alignment continues to drive equity flows and sustained earnings growth.

What’s next for Charter Hall?

Looking ahead, Charter Hall expects continued capital inflows to support earnings growth, with FY26 tipped to be its strongest ever year for capital raising. The group anticipates ongoing demand for commercial property, driven by rising institutional allocations, attractive yields, and recent changes to residential property tax rules.

Management highlighted that the business is well placed to benefit from investors seeking higher-yielding assets, especially those with long leases and inflation-linked rent growth. Charter Hall will release its FY26 results on 20 August 2026.

Charter Hall share price snapshot

Over the past 12 months, Charter Hall shares have risen 9%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post Charter Hall lifts FY26 guidance as capital inflows surge appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

One area of the tech sector that has been growing rapidly is cyber security.

Unfortunately, there aren’t many options for Aussie investors, so most end up using the Betashares Global Cybersecurity ETF (ASX: HACK) to access this thematic.

However, Bell Potter believes there is at least one ASX cyber security stock worth buying right now.

Which ASX cyber security stock?

The stock that the broker is recommending to clients is Infotrust Ltd (ASX: ITS).

It is a provider of cyber security solutions and secure managed technology services to both small and medium businesses and enterprise customers in Australia.

Bell Potter highlights that the company provides its products and services across a wide range of sectors. This includes healthcare, utilities, education and government. At the last count, it had over 1,000 customers nationally.

The broker notes that the ASX cyber security stock has announced the appointment of a new CEO and provided an update on its performance. It said:

Infotrust provided an update to the market and the key points were: 1. Paul Timmins is joining as the new CEO and Julian Challingsworth will “transition out following a significant turnaround”; 2. Updated guidance for 2HFY26 is underlying EBITDA of c.$2.3m (vs >$3m previously); and 3. Focus is on growth and cash profitability in FY27.

The change in CEO is a surprise to us but, as highlighted in the release, the company has undergone a significant turnaround and is now entering a new stage as a cyber first technology business. The updated guidance for H2 is a downgrade of >20% and it is unclear what exactly has driven this but it is still a significant improvement on 1HFY26 underlying EBITDA of $0.4m. The focus on profitability in FY27 is probably no different and the earning improvement from 1HFY26 to 2HFY26 still suggests a much better result in FY27 relative to FY26.

Should you invest?

According to the note, Bell Potter has retained its buy rating on the ASX cyber security stock with a trimmed price target of 58 cents (from 62 cents).

Based on its current share price of 43.5 cents, this implies potential upside of 33% for investors over the next 12 months.

Speaking about its buy recommendation, the broker said:

[W]e believe the outlook remains positive and we also support the cyber first strategy. The earnings downgrades have, however, driven a 6% decrease in our TP to $0.58 which has mostly been driven by a reduction in the EV/EBITDA valuation with only a modest decline in the DCF. This TP is >15% premium to the share price so we maintain our BUY recommendation.

We note the company is in a strong cash position post the sale of its Cloud & Communications business so we also see potential earnings upside from more acquisitions in the cyber security space.

The post Broker tips this ASX cyber security stock to rise over 30% appeared first on The Motley Fool Australia.

More reading

• How to build a $20,000 ASX share portfolio with $100 a month
• Here are 3 ASX ETFs for smart investors to buy
• 3 ASX ETFs for investors chasing long-term growth
• 5 of the best ASX ETFs to buy and hold in 2026
• 3 ASX ETFs to buy with $10,000 this week

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 BetaShares Global Cybersecurity ETF. 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.

Some S&P/ASX 200 Index (ASX: XJO) shares have fallen heavily over the past year, and I think that has created a more attractive risk/reward setup for patient investors.

The two ASX 200 shares in this article are both down around 40%. That does not make them risk-free, but I think their long-term growth opportunities remain compelling.

Here’s why I think they could be worth a closer look today.

REA Group Ltd (ASX: REA)

REA Group shares are down around 40% from their 52-week high.

That is a big fall for one of the highest-quality digital businesses on the ASX. But I think the underlying investment case remains attractive.

REA owns realestate.com.au, Australia’s dominant property platform. Its strength comes from the network effect between buyers, renters, sellers, agents, developers, advertisers, and lenders.

Property buyers want to search where the most listings are. Agents want to advertise where the most serious buyers are. That creates a powerful loop that can be difficult for competitors to break.

You only need to look at its third-quarter results to see that the platform is still attracting huge audiences. REA reported record Australian audiences in the March quarter, with 12.9 million average monthly visitors and 150 million average monthly visits.

I like REA because it can grow in several ways over time. It can increase the value of property listings through premium products, help agents use more data and insights, deepen its mortgage and financial services opportunity, and improve the consumer experience with better digital tools.

Artificial intelligence could also help REA build better search, richer property insights, smarter agent tools, and more useful experiences for buyers and sellers.

The main risk is valuation. REA shares have rarely been cheap, and the property market can still affect listings and sentiment. But a 40% fall makes the equation more interesting for patient investors.

SiteMinder Ltd (ASX: SDR)

SiteMinder shares have fallen around 40% over the past 12 months.

This is a very different business from REA, but I think the long-term idea is also attractive.

SiteMinder provides hotel commerce technology. Its platform helps hotels manage bookings, distribution channels, room rates, inventory, and revenue opportunities across a fragmented travel ecosystem.

Hotels need to sell rooms across multiple channels at the right price while avoiding mistakes such as overbooking or pricing errors. That becomes more complicated as online travel agents, direct bookings, metasearch, wholesalers, and emerging AI-driven channels all play a role.

SiteMinder sits in the middle of that complexity, and stands to benefit as more channels, more dynamic pricing, and more automation increase the need for reliable software that keeps inventory and pricing synchronised.

That does not make SiteMinder risk-free. The company still needs to keep executing on its strategy and delivering profitable growth.

But after a 40% share price fall, I think the risk-reward balance looks more attractive than it did.

Foolish Takeaway

Investing $1,000 into either of these ASX 200 shares will not suit everyone. REA and SiteMinder are growth-focused businesses, and both can remain volatile if investors become more cautious.

But I think both have strong long-term characteristics. REA has a dominant property platform with multiple ways to increase customer value, while SiteMinder is gaining a growing role in the global hotel technology stack.

A 40% fall does not guarantee a rebound, but it does create a better entry point for investors willing to look past short-term share price pain and focus on what these businesses could become over the next five to 10 years.

The post Down 40%: Investing $1,000 into these ASX 200 shares could be a smart move appeared first on The Motley Fool Australia.

More reading

• 3 amazing ASX 200 shares I’d buy and forget about until 2036
• How to build a $150,000 ASX share portfolio from scratch
• 2 ASX shares tipped to grow 50% or more in the next 12 months
• 5 ASX shares that could bounce back in the second half of 2026
• Here are the top 10 ASX 200 shares today

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