If you have $10,000 ready to invest, focusing on high-quality ASX 200 growth shares can be a smart way to build long-term wealth.

The key is to back companies with strong business models, robust competitive positions, and positive growth outlooks.

With that in mind, here are two ASX 200 growth shares that brokers think could be worth considering:

Aristocrat Leisure Ltd (ASX: ALL)

The first ASX 200 share that could be worth considering is Aristocrat Leisure.

It is a global gaming content and technology provider, with operations spanning land-based gaming (pokie) machines and a fast-growing digital gaming division. Its portfolio includes a range of popular titles and platforms that generate recurring revenue across multiple markets.

A key strength of Aristocrat is its ability to consistently develop and monetise high-performing game content. In land-based gaming, it has a strong position with casino operators, supported by long-standing relationships and a reputation for quality products.

At the same time, its digital division has become an increasingly important growth driver. Mobile games and online platforms provide access to a much larger global audience, with revenue generated through in-app purchases and ongoing engagement.

Looking ahead, Aristocrat appears well positioned to benefit from the continued shift towards digital gaming and the expansion of regulated online markets. With a combination of established cash-generating assets and growing digital exposure, it could deliver solid returns over the long term.

UBS currently has a buy rating and $69.00 price target on its shares. This implies potential upside of approximately 50% for investors.

NextDC Ltd (ASX: NXT)

Another ASX 200 growth share that could be a top option is NextDC.

It operates a network of data centres that provide the infrastructure required for cloud computing, artificial intelligence, and enterprise workloads. As businesses continue to digitise and invest in AI capabilities, demand for secure and high-performance data storage continues to rise.

NextDC has been expanding its footprint across Australia and has secured a growing pipeline of contracted capacity that is expected to convert into revenue over the coming years.

This provides strong visibility over future earnings and highlights the increasing demand for its services.

With structural tailwinds from cloud adoption and AI-driven workloads, NextDC appears well placed to deliver strong long-term growth.

Morgans is bullish and has a buy rating and $20.50 price target on its shares. Based on its current share price, this suggests that upside of approximately 60% is possible over the next 12 months.

The post Brokers name 2 excellent ASX 200 growth shares to buy with $10,000 appeared first on The Motley Fool Australia.

More reading

• 5 great value ASX growth shares I’d buy and hold
• The best ASX shares to invest $1,000 in right now
• CSL and these ASX 200 stocks just hit 52-week lows: Should you buy the dip?
• 3 quality ASX shares to buy and hold until 2036
• 2 ASX tech shares that could double from here

Motley Fool contributor James Mickleboro has positions in Nextdc. 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.

Yesterday was another tough day across the ASX, with Australia’s benchmark now down more than 9% in March. 

Two ASX gold shares that were hit particularly hard were Catalyst Metals Ltd (ASX: CYL) and Alkane Resources Ltd (ASX: ALK). 

These gold shares both fell roughly 14%. 

This was despite no price sensitive news from the companies. 

Why are gold shares falling?

When conflict began in Iran, many experts tipped safe-haven assets like gold to continue to rise. 

However many gold shares have now heavily fallen in recent weeks, as the bull run of 2025 now appears to be officially over. 

This fall has been influenced by a combination of factors. 

Firstly, the global gold price has fallen from record highs. 

At the same time, investors are moving to opportunities elsewhere with many gold valuations appearing to now be inflated. 

Some of this movement has likely been towards energy stocks. 

RBA cash rate hikes have also created headwinds for gold stocks, which usually performs better in a low rate environment. 

Have Catalyst Metals of Alkane Resources fallen too far?

After such a massive crash yesterday, investors may be wondering if there is any upside for these gold shares. 

Of these two, it seems Catalyst Metals falls into that category. 

Recent targets from brokers indicate it has plenty of upside, particularly after yesterday’s 14% dip. 

Recently, the company has been growing its resource base and production capacity, establishing itself as a rising mid-tier gold producer.

The company is engaged in the mineral exploration and evaluation and production of gold across several states. 

Recently, the team at Morgans placed a buy rating on Catalyst and a price target of $15.24. 

From yesterday’s closing price of $5.63, that indicates an estimated upside of roughly 170%. 

Similarly, 6 analysts forecasts via TradingView have an average one year price target of $14.34. 

This indicates an approximate upside of 154% across the next 12 months. 

Less upside for Alkane Resources

Meanwhile, forecasts are much more varied for Alkane Resources. 

The company owns and operates Tomingley Gold Operations, an open pit and underground gold mining development, near Dubbo in central west New South Wales.

Based on 7 analyst ratings via TradingView, there is an average one year price target ranging from $0.85 to $2.50. 

The lower end of this range would indicate a further fall to come of more than 35%. 

Meanwhile the high end of these projections would be a healthy upside of 80%. 

The post These two ASX gold shares just crashed – should investors swoop in? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
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• Here are the top 10 ASX 200 shares today
• What are the 5 emerging ASX gold companies UBS has picked as winners?

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

Like most gold miners, ASX 200 gold stock Greatland Resources Ltd (ASX: GGP) got clobbered on Monday.

By the time the smoke cleared, Greatland Resources shares were down 9.79% for the day, trading for $9.12 each. That leaves the Aussie miner commanding a market cap just north of $6 billion.

For some context, the S&P/ASX 200 Index (ASX: XJO) ended Monday down 0.74%. And in a better comparison of golden apples to golden apples, the S&P/ASX All Ordinaries Gold Index (ASX: XGD) tumbled 7.33%.

That selling pressure followed another 2.4% decline in the gold price on Monday, with the yellow metal slumping to US$4,396 per ounce.

Still, the gold price remains up more than 31% since 13 August.

I highlight that date, as 13 August also saw the Greatland Resources share price plummet to its lowest closing price since the stock listed on the ASX last June, ending the day at $4.98.

So, although shares have now fallen some 37% since the start of the Iran war, the ASX 200 gold stock remains up 83.13% since those August lows.

Atop the rising gold price and its own mining successes, Greatland Resources shares have also enjoyed tailwinds from the company’s exposure to copper.

While slipping 1.5% on Monday to US$11,930 per tonne, the copper price has gained just under 22% since 13 August.

Which brings us back to our headline question…

Should you buy the ASX 200 gold stock today?

Medallion Financial Group’s Philippe Bui recently ran his slide rule over Greatland Resources shares (courtesy of The Bull).

“GGP offers exposure to the Havieron gold-copper project in Western Australia, widely regarded as one of the most significant gold discoveries in recent years,” Bui noted.

According to Bui:

The project hosts a large multi-million-ounce resource and has the potential to become a long-life, low-cost mining operation. Given gold prices remain strong amid company development progressing steadily, GGP is moving closer to becoming a meaningful producer.

With that solid outlook and those significant share price gains in mind, Bui placed a hold recommendation on the ASX 200 gold stock for now.

He concluded:

The strategic value of Havieron continues to attract strong market interest. While the share price has already responded to this potential, further resource growth and development progress could continue to support the investment case.

What’s the latest from Greatland Resources shares?

Greatland Resources shares closed up 6.4% on 23 February, following the release of the ASX 200 gold stock’s half-year results.

Highlights for the six months included a huge lift in revenue to $977.3 million, up from $16.6 million in the prior corresponding half year.

And on the bottom line, net profit after tax (NPAT) surged 876% to $342.9 million.

The post Up 84% since August, should you buy this $6 billion ASX 200 gold stock today? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• 3 shares dumped from the ASX 200 index (and 3 new additions)

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 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.

ASX consumer staples stock Synlait Milk Ltd (ASX: SM1) is in focus today after the company released half-year results.

Following the announcement, the team at Bell Potter lowered their outlook on the company. 

What did Synlait Milk Report?

Synlait Milk is a dairy processing company that benefits from a differentiated milk supply and operating environment in New Zealand.

Its share price is down over 26% year to date and almost 50% over the last 12 months.

Yesterday, the company released half-year results for the six months ended 31 January 2026.

Key results included: 

• A reported EBITDA loss of ($34.7 million), with underlying EBITDA of $4.1 million.
• A reported net loss after tax of ($80.6 million), with an underlying net loss after tax of ($27.3 million).
• Net debt of $472.1 million – an increase of 88%.
• Revenue of $949 million – an increase of $32.3 million.
• Gross profit of $3.1 million – a decrease of $83.9 million.

CEO Richard Wyeth said: 

The numbers we are presenting today are frustratingly disappointing. They are the result of a period where Synlait faced multiple headwinds and had little choice as to how to deal with them. They reflect a severe lack of optionality, not effort, and they do not define the company’s future – although recovery will take time.

What did Bell Potter have to say?

Following these results, the team at Bell Potter released updated guidance on this ASX consumer staples stock. 

Bell Potter said an unfavourable product mix in ingredients, operational plant issues, and lower IMF margins (on production catch-up plan) were drivers of the weaker result.

The broker said FY26e appears a write-off for the consumer staples stock as it bears the impact of material disruptions in its nutrition operations and unfavourable product mix in its ingredients business.

FY27e is likely to also be a year of transition as SM1 looks to fill the void created by loss of A2M EL volumes, with progress being made on based powder (i.e. Abbott contract) and packaged products (white label offerings and new customer acquisition).

Price target decrease

Included in the report was a retained hold recommendation. 

However, the broker lowered its price target to $0.42. 

This was a significant decline from its previous target of $0.72. 

The consumer staples stock closed trading yesterday at $0.41, indicating it is close to fair value. 

To a degree a material bounce back in performance is somewhat assumed, with SM1 trading at 10.5x FY27e EBITDA.

The post Why did Bell Potter just lower its outlook for this consumer staples stock? appeared first on The Motley Fool Australia.

More reading

• Brokers name 2 excellent ASX 200 growth shares to buy with $10,000
• These two ASX gold shares just crashed – should investors swoop in?
• Up 84% since August, should you buy this $6 billion ASX 200 gold stock today?
• Grow your dividends alongside your job earnings with these Australian stocks
• Forget CSL shares, this ASX healthcare stock could double in value

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

Australian stocks can be a very effective pick for dividends with how generous plenty of businesses are.

The ASX is known for having a relatively high dividend payout ratio, partially because companies want to unlock some of the franking credits for shareholders. The higher payout of franking credits also means a larger cash payout too.

Which businesses are providing a good and growing cash payout? These two are among my favourites.

Coles Group Ltd (ASX: COL)

Coles is an impressive supermarket business with a large national store network and a significant supply chain. It’s those two elements that give the business a competitive advantage over most other supermarket businesses across the country.

Another advantage that Coles has over smaller competitors is that it offers a wide range of own-brand and exclusive products, as well as a significant e-commerce offering.

A growing Australian population is a useful tailwind for Australian stocks’ earnings, while high-tech new warehouses will improve margins due to efficiencies and stock flow, as well as providing a greater online offering.

In terms of the dividend, Coles has been consistently growing its annual payout each year since 2019 when it first started paying a dividend to shareholders following the demerger from Wesfarmers Ltd (ASX: WES).

In the FY26 half-year result, Coles reported that its underlying net profit after tax (NPAT) grew by 12.5% and the interim dividend was hiked 10.8% to 41 cents per share.

The forecast on Commsec suggests the business could pay an annual dividend per share of 76.6 cents in FY26. That suggests a possible grossed-up dividend yield of 5%, including franking credits, for FY26.

Universal Store Holdings Ltd (ASX: UNI)

Universal Store is a leading ASX retail share that sells to younger, fashion-focused shoppers. Its two main brands are Universal Store and Perfect Stranger, which are driving very impressive progress for the business.

Its apparel offering is clearly resonating with customers because growth remains strong and in double-digit territory. In the first half of FY26, it reported that total revenue increased by 14.2% and underlying net profit grew by 22%.

The good profit growth enabled the Australian stock to hike its interim dividend by 18.1% to 26 cents per share.

I’m expecting the company’s net profit could continue rising thanks to a growing store network, rising profit margins and solid like-for-like sales growth from its existing store network.

The second half of FY26 started strongly, with sales growth of 13.5% year-over-year. I think this bodes well for dividend growth for the rest of FY26.

The projection on Commsec suggests that the business could pay an annual dividend per share of 40.6 cents per share in FY26, translating into a possible grossed-up dividend yield of 7.3%, including franking credits.

The post Grow your dividends alongside your job earnings with these Australian stocks appeared first on The Motley Fool Australia.

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

It hasn’t been a great year for investors in CSL Ltd (ASX: CSL) shares.

The biotech giant — long considered a market darling — has seen its shares slide roughly 20% in 2026 so far. A softer-than-expected half-year result rattled confidence, and growing competition hasn’t helped sentiment.

But while CSL works through its challenges, investors might want to look elsewhere in the healthcare space.

One name stands out: Pro Medicus Ltd (ASX: PME). It hasn’t been immune to selling pressure either, with shares down around 46% this year. Yet brokers are tipping explosive upside from here.

Here’s why.

A high-quality healthcare disruptor

Pro Medicus is the third-largest healthcare stock on the ASX, sitting behind ResMed (ASX: RMD) and CSL shares.

The company develops advanced imaging software used by hospitals and radiology providers globally. Its flagship Visage platform is widely regarded as one of the most sophisticated radiology imaging systems on the market.

That reputation is translating into real wins.

Just two weeks ago, Pro Medicus secured two major five-year contracts with a combined minimum value of $40 million. These kinds of long-term deals provide strong revenue visibility and reinforce its position in the US healthcare market.

Strengths that stand out

One of Pro Medicus’ biggest advantages is its business model. This is a highly scalable software company, not a capital-heavy operator. As a result, it delivers extremely strong margins.

It has also locked in long-term contracts with large hospital networks, particularly in the US. That creates sticky, recurring revenue streams — something investors love.

Then there’s the balance sheet. Pro Medicus has historically carried little to no debt while continuing to grow earnings at an impressive rate. That financial strength gives it flexibility and resilience.

Risks to watch

Of course, no growth stock comes without risks.

There’s contract concentration risk. A handful of large deals can drive performance, so any delays or losses could impact growth expectations.

And while expansion in the US has been a major tailwind, it also exposes the company to competitive and regulatory pressures in a complex market.

What next for Pro Medicus and CSL shares?

Despite the risks, brokers are clearly bullish.

Bell Potter has a buy rating and a $240.00 price target on Pro Medicus shares. That suggests around 100% upside over the next 12 months.

Meanwhile, Morgans is even more optimistic. It has a buy rating and a $275.00 price target. Based on the current share price of $121.91, that implies potential upside of more than 125%.

CSL shares still have upside, but it’s more modest. The average 12-month price target sits at $209.50, pointing to roughly 50% gains. Even the more cautious forecasts, around $175, suggest a 26% rise.

Foolish takeaway

CSL remains a global healthcare powerhouse. But right now, its growth story looks a little more uncertain.

Pro Medicus, on the other hand, is a smaller, faster-growing player with strong momentum in a niche market.

If brokers are right, this under-pressure healthcare stock could be gearing up for a powerful rebound — and potentially even a doubling in value (or more).

The post Forget CSL shares, this ASX healthcare stock could double in value appeared first on The Motley Fool Australia.

More reading

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• CSL shares look primed to take off — Here’s why

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

Amplia Therapeutics Ltd (ASX: ATX) shares certainly had a day to remember on Monday.

When many ASX shares were tumbling with the market, this small-cap stock doubled in value to 23.5 cents.

The catalyst for this was the release of updated data from the single-arm Phase 1b/2 ACCENT trial evaluating narmafotinib plus chemotherapy in 64 metastatic pancreatic cancer patients.

Is it too late to buy this small-cap ASX stock?

Despite its incredible rise on Monday, Bell Potter believes there is still potential for the pharmaceutical company’s shares to rise materially from current levels.

In response to yesterday’s big announcement from Amplia Therapeutics, the broker said:

The new data was from pre-planned analysis by independent central reviewers, as opposed to analysis by the site investigators which had been reported up until today. The clear highlight was the classification of four new confirmed complete responders. This takes the total to five confirmed complete responders deemed to have disappearance of all measurable lesions for at least two months. The five confirmed complete responders – i.e. 8% of treated patients (n=5/64) – is a remarkable outcome when comparing to the three historical Phase 3 trials with the same chemo backbone where complete responses were seen in only 1 in ~500 subjects (well below 1%).

Additionally, when comparing to other novel drugs in active development, none we are tracking have reported more than 1-2 complete responders. While caveats related to single-arm, mid-size studies remain relevant, the outcomes reported today provide further compelling evidence that narmafotinib’s anti-fibrotic mechanism is allowing chemo to exert greater effect and penetrate tumour tissue more effectively.

Big potential returns remain

According to the note, the broker has retained its speculative buy rating and 42 cents price target on the small-cap ASX stock.

Based on its current share price, this implies potential upside of almost 80% for investors over the next 12 months.

However, given its speculative nature, this would only be suitable for investors with a high tolerance for risk.

Commenting on the small-cap ASX stock, the broker said:

No material changes to our forecasts or valuation following this update. We maintain our BUY (speculative) recommendation. Upcoming catalysts include (1) early updates from the AMPLICITY Phase 1b study in 2H CY26; (2) announcements related to any new clinical studies in combination with kRas inhibitors or in ovarian cancer patients, albeit timing is speculative; and (3) updates on the Phase 2b/3 trial preparations.

The post Why this promising small-cap ASX stock could rise almost 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.

The ASX share market has seen plenty of volatility this decade, and 2026 is turning into a tough year for investors. Given the size of the declines we’ve seen over the last few weeks (and months), this could be a great time to look at good-value businesses with excellent long-term potential.

A decline in the share price doesn’t automatically mean the business is great value. But, given where the earnings of the following shares are likely to go, I think the three ASX shares below are strong buys.

Siteminder Ltd (ASX: SDR)

Siteminder is a software provider for 53,000 hotels around the world, and it’s growing at a quick pace. During the first half of FY26, it added 2,900 hotel properties to its customer base.

The ASX share has a goal of growing its annual recurring revenue (ARR) by 30% annually, which would be a tremendous rate of improvement. In the FY26 half-year result, ARR increased 29.7% to $280.3 million, while revenue grew 25.5% to $131.1 million.

As a software business, its costs aren’t likely to climb at the same rate as its revenue because it’s so low-cost to sell one more software subscription to a new hotel. That’s partly why we saw adjusted operating profit (EBITDA) more than double to $12.3 million.

The ASX share is rolling out new modules to help its clients generate stronger revenue from its hotels throughout the year, which is also helping increase Siteminder’s average revenue per user (ARPU).

Using the profit forecast on CMC Invest, the Siteminder share price is valued at 24x FY28’s estimated earnings. That looks really good value if Siteminder’s revenue grows faster than 20% per year in the next few years.

Centuria Industrial REIT (ASX: CIP)

This is a real estate investment trust (REIT) that owns a national portfolio of industrial properties across Australia. It’s properties like these that are the backbone of the supply chains, distribution networks, data centres, and food/medicine.

The rental potential of the ASX share’s portfolio is increasing thanks to tailwinds like a growing population, increasing adoption of online shopping, data centre demand, and so on. The REIT says that its portfolio is 20% under-rented, so its rental income has significant growth potential over the next several years as rental contracts are renewed.

Centuria Industrial REIT reported that in the first six months of FY26, its net operating income (NOI) grew by 5.1%, and it is guiding that its funds from operations (FFO) could grow up to 6% in FY26.

Centuria Industrial REIT looks cheap to me because its reported net tangible assets (NTA) was $3.95 at 31 December 2025, so it’s at a discount of around 25%.

Aeris Resources Ltd (ASX: AIS)

This ASX mining share describes itself as a mid-tier base and precious metals producer.

Its key focus is copper, while also having a pipeline of “organic growth projects and an aggressive exploration program and continues to investigate strategic merger and acquisition opportunities”, according to Aeris Resources.

The longer-term rise of the copper price has really helped the ASX share’s profit outlook. In HY26, its revenue rose by 4.6% to $306.3 million, while cost of sales reduced 9% to $212.8 million.

Its operating cash flow jumped 67% to $97.3 million, while net profit after tax (NPAT) grew 62% to $47.9 million.

I think there is plenty of room for growth in the ASX share through both increased production and potentially higher resource prices over time.

Using the forecast on CMC Invest, the Aeris Resources share price is valued at 2x FY26’s estimated earnings.

The post 3 ASX shares now trading at crazy cheap prices! appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in SiteMinder. 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.

If you are wanting some exposure to copper for your investment portfolio, then it could be worth checking out the ASX share in this article.

That’s because analysts at Bell Potter believe it could more than double in value over the next 12 months.

Which ASX copper share?

The share that Bell Potter is bullish on is Austral Resources Australia Ltd (ASX: AR1).

It is a Queensland based copper production and development company with assets centred around the Mt Isa and Cloncurry regions.

Bell Potter believes there is a lot to like about this ASX copper share. It said:

AR1’s primary asset is the operating Mt Kelly Heap Leach facility and Solvent-Extraction-Electro-Winning (SX-EW) plant for oxide ore processing, with nameplate capacity of 30ktpa copper. The recently acquired Rocklands Project, with its 3.0Mtpa processing plant, is the subject of a refurbishment and optimisation program, targeting production in CY27.

These assets will underpin two strategic processing hubs, with ore to be sourced from multiple historic producing mines, several expansion / restart projects and numerous exploration targets and mineralised prospects across a tenement package covering ~2,200km2 of Australia’s most active copper exploration and production province.

In addition, the broker highlights that Austral Resources is close to completing a major recapitalisation, which will leave it well-placed for the future. It adds:

AR1 is nearing the completion of a comprehensive recapitalisation process which will leave it with ~$103m cash, no corporate debt and a strategic asset base targeting 50ktpa of copper production.

Big potential returns

According to the note, Bell Potter has initiated coverage on the ASX copper share with a speculative buy rating and 17 cents price target.

Based on its current share price of 6.9 cents, this implies potential upside of almost 150% over the next 12 months.

Commenting on its initiation, the broker said:

AR1 has the objective of leveraging its strategic asset base to target sustainable production of 50ktpa of copper metal over 20 years. It is implementing a unique dual processing strategy over a large-scale regional footprint to unlock the value in its own asset portfolio and otherwise stranded third party projects.

AR1’s refreshed management team and Board has a strong track record of operational management. It presents as one of just a handful of pure copper exposure companies on the ASX and is positioned for a period of aggressive production growth over the next three years. We initiate coverage with a Valuation of $0.17/sh and Speculative Buy recommendation.

The post Guess which ASX copper share could surge almost 150% appeared first on The Motley Fool Australia.

More reading

• This ASX copper producer could more than quadruple in value: broker

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.

I’d call Xero Ltd (ASX: XRO) one of the ASX’s top shares, partly because of its lower valuation and partly because it’s delivering excellent growth in its financials. I’ll look at both factors below.

Xero is one of the world’s largest accounting software providers. It has subscribers in numerous countries including New Zealand, Australia, the UK, the US, Canada, South Africa and Singapore.

The company has suffered from the sell-off related to the fallout of the Middle East conflict. Before that, it declined due to market fears of future AI competition.

As you can see, the market has punished Xero’s share price heavily for potential future negative effects.

I think there are two key reasons why Xero is a leading opportunity and one of the ASX’s top shares.

Much more appealing Xero share price valuation

As shown on the chart below, the Xero share price is down 53% in the past six months and it has fallen 32% in 2026 to date.

Not many S&P/ASX 300 Index (ASX: XKO) shares have fallen that much, and Xero is definitely one of the highest-quality. I’ll explain why in a moment.

But first, it’s important to see just how much Xero cheaper is now trading.

Broker UBS thinks Xero could generate net profit of NZ$225 million in FY26 and NZ$411 million by FY28. At the current valuation and exchange rates, that means the Xero share price is valued at 70x FY26’s estimated earnings and 38x FY28’s estimated earnings.

Why it’s one of the ASX’s top shares

There are very few businesses on the ASX that have grown strongly over the past 20 years, with potential to continue growing, in my view.

The company has won millions of subscribers worldwide, attracted by the efficiencies and value Xero’s offering.

There are certain statistics that show the business is appreciated by subscribers.

In the FY26 half-year result, its subscribers increased 10% year-over-year to 4.6 million. Its subscriber retention rate is around 99% each year, which is extremely high for a software as a service (SaaS) business. This shows that almost all new subscribers are additions to revenue, rather than some being needed to replace lost subscribers each year.

Additionally, as the length of time that each subscriber has been subscribed increases, that improves the long-term value of each subscriber.

In the HY26 result, Xero reported its total lifetime value (LTV) of subscribers increased 15% year over year to NZ$19.6 billion.

That high level of subscriber loyalty and appreciation has enabled Xero to regularly increase prices while still maintaining the retention rate. In HY26, the average revenue per user (ARPU) grew by 15% to NZ$49.63.

Most importantly, the company’s profitability continues to rise. In HY26, net profit grew by 42% to NZ$134.8 million and free cash flow surged 54% to NZ$321 million. This shows that the business’ actions are clearly playing out positively for profit.

I also think its global subscriber base can continue to grow, as business owners look to run their businesses better and unlock more time for themselves. I think Xero’s economic moat is stronger than the market is giving it credit for.

It’s still one of the top ASX shares in my eyes despite the worries, and the lower valuation more than makes up for the uncertainties.

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

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