Lifestyle Communities Ltd (ASX: LIC) shares are slipping again on Tuesday after the retirement living developer released its latest quarterly update.

The stock is down 0.65% to $4.59 in afternoon trade, leaving it nursing a brutal 40% decline over the past 12 months.

This comes as investors continue reassessing the Victorian housing and downsizing market backdrop.

That is keeping the shares near the bottom of their 12-month range.

Here’s what the latest numbers showed.

Sales momentum eased after a stronger prior quarter

The March quarter update showed net sales from new homes of 43, down from 60 in the December quarter.

Established home net sales also eased to 38 from 56 in the prior quarter.

Even so, the year-on-year comparison still improved, with new home net sales up from 25 in the prior corresponding period and established sales rising from 24.

Management said broader economic uncertainty is weighing on consumer confidence, with prospective customers taking longer to make decisions while managing the sale of their existing homes.

The attended appointment conversion rate also fell to 22% from 29% in the December quarter, showing buyers are still moving cautiously through the sales process.

Debt and inventory continue to improve

While sales softened from the prior quarter, the balance sheet continued to improve.

Net debt was reduced again to $296.4 million as at 31 March, down from $323.6 million at 31 December and well below $460.5 million at the June 2025 year end.

Inventory also kept trending lower.

The company ended March with 148 unsold completed homes, down from 257 a year earlier, alongside 10 unsold homes currently under construction.

The reduction in completed inventory has remained a key focus for investors since sentiment around the group weakened last year.

Management also reported improved homeowner satisfaction scores and continued uptake of upfront management fee payments, which is supporting cash flow.

Settlement timing is still the main watchpoint

Debt and inventory are improving, but settlement timing remains the main focus.

The company has 203 contracts on hand, but only 74 are expected to settle in FY26, with the remainder weighted into FY27 and beyond.

That timing gap means the improvement in the balance sheet may take longer to show up in earnings.

Foolish takeaway

This quarter’s sales numbers were softer than investors would have hoped.

Debt continues to fall, inventory is moving lower, and the contract pipeline remains solid. The key question now is whether better Victorian housing conditions help more contracts settle through FY27.

The post Why this beaten-down ASX stock still can’t catch a break appeared first on The Motley Fool Australia.

More reading

• Is now the time to jump on these ASX real estate stocks?
• Why Lifestyle Communities, Perpetual, Reliance Worldwide, and Woodside shares are rising today

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.

Markets don’t move in straight lines. There are periods of strong growth, sudden pullbacks, and stretches where nothing seems to happen at all.

Trying to predict each phase is difficult, which is why building a resilient ASX share portfolio can be one of the smartest moves an investor can make.

The goal is not to avoid volatility completely. It is to create a portfolio that can withstand it and still deliver strong long-term results.

Start with a strong core

Every resilient portfolio begins with a foundation of high-quality businesses.

These are companies with strong balance sheets, consistent earnings, and competitive advantages. They tend to perform more reliably across different market conditions and can act as anchors when volatility increases.

Think of these as the backbone of your portfolio. They may not always be the fastest growers, but they provide stability and long-term compounding.

If you are not sure which ASX shares to buy, you could look at quality-focused exchange traded funds (ETFs) like the Betashares Australian Quality ETF (ASX: AQLT) or the VanEck Morningstar Wide Moat ETF (ASX: MOAT)

Diversify across sectors and styles

One of the simplest ways to reduce risk is diversification.

This means spreading your investments across different industries, such as healthcare, technology, consumer goods, and infrastructure. It also means balancing different styles, including growth, income, and defensive shares.

By doing this, you avoid relying too heavily on any single theme. If one part of the market struggles, others can help offset the impact.

Include growth for the long term

While stability is important, growth is what drives wealth creation.

Including companies with strong long-term growth potential ensures your portfolio continues to expand over time. These might be technology companies, global leaders, or businesses benefiting from major structural trends.

Growth shares can be more volatile, but over the long run, they often deliver the strongest returns.

Don’t ignore income

Income can play an important role in resilience.

Dividend-paying shares provide cash flow that can be reinvested or used during downturns. This can help smooth overall returns and reduce the need to sell investments at unfavourable times.

In Australia, fully franked dividends can also enhance after-tax returns, making income-focused shares particularly attractive.

Keep some flexibility

A resilient portfolio is not completely rigid.

Having some flexibility, whether through cash or highly liquid investments, allows you to take advantage of opportunities when they arise. Market dips can present chances to buy quality assets at lower prices.

Without this flexibility, it can be harder to act when opportunities appear.

Stay consistent with ASX shares

Perhaps the most important factor is consistency. Even the best ASX share portfolio will experience periods of underperformance. What matters is sticking to your strategy and avoiding emotional decisions.

By maintaining a long-term perspective and regularly reviewing your holdings, you can ensure your portfolio continues to align with your goals.

In the end, resilience is not about eliminating risk. It is about being prepared for it.

And a well-constructed ASX portfolio can give you the confidence to stay invested, no matter what the market throws your way.

The post How to build a resilient ASX portfolio that can handle any market appeared first on The Motley Fool Australia.

More reading

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• Where to invest $7,000 in ASX shares during April

Motley Fool contributor James Mickleboro has positions in VanEck Morningstar Wide Moat ETF. 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 VanEck Morningstar Wide Moat ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Rio Tinto Ltd (ASX: RIO) shares are back in focus on Tuesday after climbing to a new all-time high at market open.

The mining giant’s shares are currently up 1.8% to $175.16, after briefly touching $175.82 earlier in the session. By comparison, the S&P/ASX 200 Index (ASX: XJO) is 0.6% higher to 8,977 points.

That gain leaves the stock up about 20% in 2026 and more than 58% over the past 12 months, among the sector’s strongest runs.

With the shares now sitting at the top of their 52-week range, the market appears to be backing stronger commodity prices and a broader earnings base.

Here’s what could be driving the latest move.

Copper strength is adding a new growth layer

A big part of the recent optimism appears tied to copper.

While Rio Tinto remains best known for its Pilbara iron ore operations, copper has become a much larger contributor to earnings over the past year.

At its full-year 2025 results, the miner revealed that copper earnings had doubled and were contributing close to 30% of group profits. The increase was driven by stronger prices and increased production at Oyu Tolgoi.

Copper also remains a long-term market favourite, with electrification, data centres, grid investment, and EV demand continuing to support sentiment.

Investors may also be increasingly viewing Rio Tinto as more than an iron ore business, with its broader commodity mix adding to the growth outlook.

Iron ore is still doing the heavy lifting

Even with copper growing quickly, iron ore remains the key earnings engine.

Prices around the US$100 per tonne mark have stayed firmer than many analysts expected heading into 2026. That is helping support cash generation from Rio’s low-cost Pilbara operations.

The strong cash flow continues to support dividends, expansion plans, and the balance sheet.

The market is also watching Simandou in Guinea closely, with the project remaining one of the world’s most significant long-term iron ore developments.

Foolish Takeaway

I still think Rio Tinto remains one of the highest-quality large-cap miners on the ASX. The latest record high reflects growing confidence in its earnings base from investors.

Iron ore is still driving strong cash flow and dividends. Copper is also giving the business a stronger long-term growth angle tied to electrification and grid demand.

After a 20% gain this year and another record high, the easy re-rating may already be behind it. From here, I would expect gains to be steadier and more closely tied to commodity prices and project execution.

The post Why Rio Tinto shares just hit a new record high on Tuesday appeared first on The Motley Fool Australia.

More reading

• Better buy? CSL vs Rio Tinto shares
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• Buy, hold, sell: Coles, Endeavour, and Rio Tinto shares
• Buying ASX 200 mining shares? Here’s how Rio Tinto, Fortescue and BHP stacked up in March
• $7,500 invested in Rio Tinto shares 10 days ago is now worth…

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.

It has been a tough period for ASX growth shares, particularly in the software space.

A big part of that has been the market’s growing focus on artificial intelligence (AI). Investors are trying to work out which businesses will benefit, which may be disrupted, and how quickly those changes could play out.

That uncertainty has weighed heavily on sentiment.

In many cases, it has led to sharp valuation resets, with several software-focused companies now down more than 50% from their 52-week highs.

Here are three that I think are worth revisiting.

Life360 Inc. (ASX: 360)

Life360 has seen a significant pullback and is down 66% from its high. This is despite continuing to expand its platform.

The company operates a location-based app that focuses on safety and connectivity for families. Over time, it has been shifting toward a subscription model, which can create more predictable revenue.

What stands out to me is how the AI narrative has affected sentiment. While Life360 is not a traditional enterprise software company, it still sits within the broader tech ecosystem. As investors reassess which digital platforms will benefit from AI and which could face pressure, companies like Life360 have been caught in that shift.

At the same time, the business continues to grow its user base and monetisation.

If it can keep executing on that transition to subscriptions and building its moat, I think there is a case that the share price weakness has created a compelling buying opportunity.

Xero Ltd (ASX: XRO)

Xero has been one of the more obvious examples of this trend. As a cloud-based accounting software provider, it sits directly in the line of fire when it comes to AI disruption concerns.

Investors are asking valid questions. Could AI automate parts of the accounting process? Could it reduce the need for traditional software platforms? And how will companies like Xero adapt?

Those questions have contributed to the de-rating. But I think it is also important to consider the other side.

Xero is deeply embedded in the operations of small and medium-sized businesses. It is not just a tool, it is part of how those businesses run day to day.

That creates switching costs and supports recurring revenue.

Over time, I think the more likely outcome is that AI becomes an enhancement rather than a replacement, but that is something the market is still trying to price in.

WiseTech Global Ltd (ASX: WTC)

WiseTech has also been caught up in the same shift. The company develops logistics software that is used across global supply chains, and like Xero, it has a deeply embedded product.

But again, AI disruption fears have weighed on sentiment. Investors are questioning how emerging technologies might change the competitive landscape, particularly in software-heavy businesses. That has contributed to a significant pullback in the share price.

At the same time, the underlying need for logistics software has not changed. Global trade remains complex, and managing supply chains requires increasingly sophisticated systems.

For me, that suggests the long-term demand is still there, even if the market is reassessing how that demand will be met.

Foolish takeaway

The selloff in software shares this year has not happened in a vacuum. AI disruption fears have played a major role, leading investors to reassess valuations across the sector.

That has created sharp declines in companies like Life360, Xero, and WiseTech.

The key question now is whether those concerns are overstated or justified. If these businesses can adapt and incorporate new technologies into their platforms, the current weakness could prove to be an incredible opportunity.

The post Have these top ASX shares been sold off too far? appeared first on The Motley Fool Australia.

More reading

• Why Boss Energy, Macquarie, Nova Minerals, and WiseTech shares are storming higher today
• These 3 ASX 200 stocks hit a 52-week low: Buy, sell or hold?
• 3 quality ASX shares I’d buy while everyone else is nervous
• 3 ASX 200 shares I would buy immediately if the market dips again
• Why are Life360 shares sliding to fresh lows 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 Life360, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended Life360, WiseTech Global, and Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX stock Cleanaway Waste Management Ltd (ASX: CWY) is under pressure on Tuesday. The waste management giant dropped after warning investors of a hit to earnings, sending the stock closer to its 52-week low.

During afternoon trade, the share price fell by 2.2% to $2.28, just a fraction above the 52-week low of $2.23 recorded at the end of March.

So, what’s behind the sell-off?

A $20 million hit

It comes down to costs and geopolitics. The ASX stock revealed it expects a $20 million EBIT hit, driven by the ongoing conflict in the Middle East and elevated fuel, supplier, and logistics costs.

That has forced management to trim its FY26 earnings guidance, now forecasting EBIT between $460 million and $480 million, down from the previous $480 million to $500 million range.

That downgrade was enough to rattle investors.

Fuel levies, indexed picing

But the situation isn’t as straightforward as it first appears. While costs are rising, Cleanaway isn’t simply absorbing the hit. The company has built-in protections through contractual cost pass-through mechanisms, allowing the ASX stock to recover a significant portion of higher fuel expenses over time. Many of its customer agreements include fuel levies or indexed pricing, which adjust as input costs change.

There’s just a catch — timing. Most of these pricing adjustments don’t flow through immediately. Cleanaway expects the bulk of contract repricing to take effect by 1 July 2026, meaning there’s a lag between when costs rise and when they are recovered.

That’s why the current hit is being framed as largely temporary rather than structural.

No fuel supply issues

Importantly, the company also confirmed there are no fuel supply issues across its operations, despite the volatile global backdrop. It continues to benefit from a long-term strategic partnership with a major fuel supplier, helping secure access to competitively priced fuel during this period of disruption.

Still, uncertainty remains. The Middle East conflict isn’t just pushing up costs. It’s also weighing on activity levels in that region. Lower project activity has contributed to the earnings impact and could remain a headwind if conditions don’t stabilise.

Looking ahead, management of the ASX stock is focused on navigating the volatility. That includes tightening operational efficiency, optimising its fleet, and leveraging procurement strategies to manage costs more effectively.

The expectation is that as fuel markets settle and contracts reset, margins should recover.

What next for the ASX stock?

For now, the market is focused on the near-term hit.

And that’s been reflected in the share price performance. Over the past 12 months, Cleanaway shares are down almost 13%, lagging the S&P/ASX 200 Index (ASX: XJO), which has risen around 15% over the same period.

Cleanaway’s earnings downgrade has spooked investors, pushing the ASX stock lower. But much of the pressure appears tied to timing and external factors rather than a breakdown in the business model.

If cost recovery flows through as expected, this could prove to be a short-term setback rather than a long-term shift. For now, though, the market isn’t waiting around to find out.

The post Why is this $5 billion ASX stock sliding to a 52-week low today? appeared first on The Motley Fool Australia.

More reading

• Why Westpac, Cleanaway and Qantas shares are catching ASX investor interest on Tuesday
• Cleanaway Waste Management trims FY26 outlook on fuel challenges
• 6 ASX All Ords shares at 52-week lows: Experts say buy

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) has climbed 5.5% higher over the past month, regaining some of the losses shed after the index tumbled over 9% in early March. Here are three ASX 200 shares that have helped drive the index higher over the past month, and they’re all tipped to keep climbing.

Goodman Group (ASX: GMG)

Goodman shares are trading 2.7% higher at $28.32 at the time of writing on Tuesday afternoon. After tumbling over 19% between mid-February and late-March, the shares have recovered 10.8% of their value over the past two weeks. The shares are still 8.2% lower for the year to date, but they’re 0.7% above this time last year.

Goodman shares faced headwinds amid concerns about Australia’s interest rate direction, high borrowing costs, and overall investor uncertainty. 

There is also broad weakness across the property sector, and the slump in investor confidence has flowed through to the company’s latest earnings results. 

But it doesn’t look like the downturn is here to stay.

Brokers rate the ASX 200 shares as a strong buy and tip an average target price of $35.34 over the next 12 months. At the time of writing, that implies a potential 35.51% upside. 

AMP Ltd (ASX: AMP)

AMP shares are up 0.36% at the time of writing on Tuesday, to $1.40 a piece. The latest uptick means the shares are now 14.4% higher over the past month and 27% higher than just one year ago. 

AMP shares crashed over 26% off the back of a disappointing financial results announcement in February. Meanwhile, ongoing geopolitical tensions and concerns that surging oil prices will push Australia’s inflation data higher have weighed heavily on financial stocks like AMP over the past month.

But since bottoming close to a 52-week low in mid-March, they’ve finally started rebounding. AMP recently confirmed it will undertake an on-market buyback of up to $150 million of ordinary shares, and Blair Vernon has officially stepped into the CEO role. Sentiment could well follow suit.

Brokers have a strong buy rating on the ASX 200 shares and tip a potential 36.19% upside to $1.75 per share, at the time of writing.

Bellevue Gold Ltd (ASX: BGL)

Bellevue Gold shares are also down slightly today, by 0.75% to $1.72 per share. Many ASX gold stocks crashed in mid-March thanks to a sizable retreat in gold prices, and Bellevue wasn’t immune. 

After dropping to a four-month low in late March, the shares have climbed 37.7% higher at the time of writing. But the gold miner’s shares are also up an enormous 91.3% from just one year ago.

Brokers seem to think they can keep climbing higher, too. They have a strong buy rating on the ASX 200 shares and tip a 35.3% upside to $2.07 per share over the next 12 months.

The post 3 ASX 200 shares tipped to climb another 35% appeared first on The Motley Fool Australia.

More reading

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

Origin Energy Ltd (ASX: ORG) shares are down 0.1% to $12.36 on Tuesday, while the S&P/ASX 200 Index (ASX: XJO) is up 0.3%.

The Origin Energy share price is up 9% in the year to date and up 22.5% over the past 12 months.

Origin Energy produces and sells natural gas and electricity to wholesale and retail customers in Australia and overseas.

This ASX 200 utilities stock has fluctuated in price over the past year.

Origin Energy shares traded at a 52-week low of $9.96 in May 2025 and lifted to an annual high of $13.13 in August 2025.

By early 2026, the stock had experienced a gradual decline back into the high $10 range before regaining some momentum.

During earnings season in February, Origin Energy reported a substantial fall in profit for 1H FY26 compared to 1H FY25.

Statutory profit was $557 million in 1H FY26, down from $1,017 million in 1H FY25.

Underlying profit was $593 million, down from $924 million in 1H FY25.

Origin Energy shares: 3 views

Expert views on this ASX 200 utilities stock are currently mixed.

Jed Richards from Shaw and Partners is buy-rated on Origin shares.

Richards likes the company’s attractive income profile and leveraged exposure to Australia’s changing energy market.

He commented on The Bull this week:

The company benefits from scale in electricity generation and retailing, while its yield remains appealing in a market still sensitive to income certainty.

That said, regulatory risk and energy price volatility remain key risks.

We see Origin as well placed to balance defensive income characteristics with longer term opportunities tied to the domestic energy transition.

Ord Minnett thinks investors in Origin Energy shares should hang on to them for now.

After reviewing Origin’s 1H FY26 report, the broker said:

… we remain cautious on Origin given the headwinds we see – increased capital expenditure to maintain APLNG production, ongoing bad debt problems at Octopus, weaker wholesale electricity pricing, and a likely fall in spot LNG prices – and remain at Hold.

The broker noted that Origin had exceeded its expectations for December-quarter LNG production and revenue, and average realised price.

However, Ord Minnett is concerned about future performance:

The stronger realised pricing in the quarter was likely driven by sales into the spot LNG market, in our view, and raises a question over whether the performance can be repeated in coming quarters considering weak domestic gas demand.

Volumes in Origin’s electricity and gas volumes in its energy markets division were weak, with retail volumes stable but business demand falling.

Last week, Ord Minnett reiterated its hold rating but raised its 12-month price target from $11 to $11.10.

Morgan Stanley has a similar price target to Ord Minnett but a sell rating on the stock.

Last week, Morgan Stanley analyst Richard Koh reiterated his sell rating on Origin Energy shares.

Koh also shaved his 12-month price target down from $11.11 to $11.07.

The post Origin Energy shares: Experts argue the case to buy, hold, and sell appeared first on The Motley Fool Australia.

More reading

• 3 reasons to buy Origin Energy shares today
• Buy, hold, sell: AGL, Origin Energy, and Woodside shares
• How much would I need to invest in ASX shares to earn $1,000 in passive income every month?
• Natural gas jumps 6% overnight. Which ASX gas giants stand to benefit?
• Passive income investors: These 3 ASX dividend shares pay 5% to 6%

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.

If you are looking to put money to work this month, ASX ETFs can offer a simple way to tap into powerful global trends.

Rather than trying to pick individual winners, these funds give you exposure to entire industries and regions that are shaping the future. The key is finding ETFs with strong tailwinds and unique angles that could drive long-term growth.

Here are three fantastic ASX ETFs to consider right now.

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

The first ASX ETF that stands out is the BetaShares Asia Technology Tigers ETF.

While many investors focus heavily on US tech, this fund offers exposure to a different engine of global growth. It targets leading technology companies across Asia, a region with rapidly expanding digital economies and massive populations.

Key holdings include Tencent Holdings (SEHK: 700), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), and Alibaba Group (NYSE: BABA).

What makes the BetaShares Asia Technology Tigers ETF interesting right now is the potential for a shift in sentiment. Asian tech has lagged in recent years due to regulatory and macro concerns, but the long-term growth story remains intact.

If conditions stabilise, this could be a part of the market that surprises on the upside.

The team at BetaShares recently recommended this fund.

VanEck Video Gaming and Esports ETF (ASX: ESPO)

Another ASX ETF that could be worth considering is the VanEck Video Gaming and Esports ETF.

This fund is not just about gaming in the traditional sense. It is a play on interactive entertainment, digital ecosystems, and how people spend their time and money online.

Its holdings include NVIDIA (NASDAQ: NVDA), Nintendo, and Roblox (NYSE: RBLX).

What sets this ETF apart is its exposure to both the creators and enablers of gaming. From chipmakers powering graphics to developers building immersive experiences, it captures the full value chain.

As gaming continues to evolve into a global, always-on form of entertainment, the VanEck Video Gaming and Esports ETF offers a way to participate in that shift.

This fund was recently recommended by analysts at VanEck.

Betashares Global Robotics And Artificial Intelligence ETF (ASX: RBTZ)

A third ASX ETF that looks compelling is the Betashares Global Robotics And Artificial Intelligence ETF.

This fund provides exposure to companies leading the automation and AI revolution. This includes businesses involved in robotics, machine learning, and industrial automation.

Among its holdings are Intuitive Surgical (NASDAQ: ISRG), Keyence Corporation, and ABB Ltd (SWX: ABBN).

Rather than focusing on a single application of AI, this ETF spreads exposure across multiple industries where automation is becoming essential.

From manufacturing to healthcare, these technologies are transforming how work gets done. That gives the Betashares Global Robotics And Artificial Intelligence ETF a broad and durable growth runway.

This fund was also recently recommended by analysts at BetaShares.

The post 3 fantastic ASX ETFs to buy this month appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Abb, Intuitive Surgical, Nvidia, Roblox, Taiwan Semiconductor Manufacturing, and Tencent. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Alibaba Group and Nintendo and has recommended the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool Australia has recommended Nvidia. 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 followed Wall Street’s lead and is pushing higher on Tuesday. In afternoon trade, the benchmark index is up 0.45% to 8,964 points.

Four ASX shares that are rising more than most today are listed below. Here’s why they are racing higher:

Boss Energy Ltd (ASX: BOE)

The Boss Energy share price is up almost 8% to $1.73. This is despite there being no news out of the uranium producer today. However, it is worth noting that most uranium stocks are rallying today. And with short sellers having a high level of interest in Boss Energy shares, some could be buying shares to close positions.

Macquarie Group Ltd (ASX: MQG)

The Macquarie share price is up almost 4% to $232.24. This appears to have been driven by a bullish broker note out of Morgan Stanley this morning. According to the note, the broker has upgraded the investment bank’s shares to an overweight rating with an improved price target of $270. The broker believes that Macquarie is well-placed to benefit from volatility in commodity markets. And while it concedes that its shares are not cheap, it still sees potential for a meaningful re-rating thanks to its positive earnings growth outlook. Morgan Stanley’s price target implies potential upside of 16% over the next 12 months.

Nova Minerals Ltd (ASX: NVA)

The Nova Minerals share price is up almost 10% to 75.2 cents. Investors have been buying this gold explorer’s shares following the release of drilling results from its flagship Estelle Gold and Critical Minerals Project, which is located in the prolific Tintina Gold Belt in Alaska. Management stated: “The 2025 surface sampling at Portage Pass has outlined a broad gold anomaly just over the ridge from the established Korbel deposit. The proximity to existing resources and proposed infrastructure makes Portage Pass particularly compelling. These early results reinforce our belief that the greater Estelle district continues to deliver new opportunities with real upside potential.”

WiseTech Global Ltd (ASX: WTC)

The WiseTech Global share price is up 6% to $39.38. The catalyst for this has been a strong night of trade on Wall Street’s Nasdaq index for software stocks. WiseTech isn’t alone with its rise today. Most tech stocks are rising today. This has led to the S&P/ASX All Technology Index is up 2.55% at the time of writing.

The post Why Boss Energy, Macquarie, Nova Minerals, and WiseTech shares are storming higher today appeared first on The Motley Fool Australia.

More reading

• The ASX shares I’d buy and forget about for 10 years
• 3 quality ASX shares I’d buy while everyone else is nervous
• $5,000 to invest? 3 ASX shares that could be no-brainer buys right now
• These are the 10 most shorted ASX shares
• 5 ASX 200 shares that could be a bargain right now

Motley Fool contributor James Mickleboro has positions in WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and WiseTech Global. The Motley Fool Australia has positions in and has recommended Macquarie Group and WiseTech Global. 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 climbed nearly 6% higher in the first two weeks of April, after dropping 8% through March. But some stocks are travelling in the opposite direction.

Harvey Norman Holdings Ltd (ASX: HVN), Life360 Inc (ASX: 360) and Super Retail Group Ltd (ASX: SUL) are three ASX 200 shares which have dropped to a 52-week low recently.

Here’s a rundown of what has pushed their share prices lower, and what we can expect next.

The ASX 200 shares to buy

Harvey Norman shares hit a fresh 52-week low of $4.66 at the time of writing on Tuesday lunchtime. The share price also dropped over 12% in February alone and has continued to tumble another 13% through March. The trend has continued through the first two weeks of April too.

It looks like investors quickly took their profits off the table in late-February after Harvey Norman shares enjoyed a strong rally through late 2025.

But the retail giant has faced strong headwinds over the past year off the back of renewed concerns about rising inflation and how that will impact consumer spending. Tighter household budgets mean Australians are spending less discretionary items this year.

Market Index data shows that brokers now think the shares are below fair value. They rate the ASX 200 stock as a buy with an average target price of $6.29. That implies a potential 35.2% upside at the time of writing.

Another beaten-down ASX 200 stock that brokers are even more positive about is Life360. The US-based software development company’s shares fell to a 52-week low of $17.91 at close of the ASX on Monday afternoon. 

The shares have rebounded today, climbing 4.4% to $18.70 at the time of writing, but they’re still 42.4% lower for the year-to-date and over 66% lower since the stock peaked at an all-time high of  $55.87 recorded in October last year. 

The ASX 200 stock has suffered a volatile few months after it was caught up in the tech-sector-wide sell-off. This was driven by a growing fear that companies’ core services could be replaced by AI. At the same time, there was concern that tech sector share prices, including Life360, had become overinflated.

But brokers are very bullish that the share price could start soaring higher. They have a strong buy consensus rating with the potential to climb 91.5% to $35.78, at the time of writing.

And one to hold

Just because an ASX 200 stock has fallen to a 52-week low, it doesn’t necessarily mean it’s below fair value.

For example, Super Retail Group shares closed at a one-year low of $12.50 when the bell sounded on the ASX on Monday afternoon. While the shares have climbed 1.5% at the time of writing today, to $12.69, they’re still down nearly 20% for the year-to-date.

The share price has tumbled since August last year off the back of declining revenue figures, tighter margins and rising operating costs. Higher inflation is also dampening consumer spending, which affects the company’s margins.

While the shares have tumbled, brokers are hesitant about what to expect next. Market Index indicates brokers have a hold rating on the ASX 200 stock with a $16.44 target price. However, that still implies a 30% upside at the time of writing.

The post These 3 ASX 200 stocks hit a 52-week low: Buy, sell or hold? 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 positions in and has recommended Life360 and Super Retail Group. The Motley Fool Australia has positions in and has recommended Harvey Norman, Life360, and Super Retail Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.