Oracle missed its quarterly revenue estimates, causing its shares to fall by more than 6% after hours.
Despite the miss, Oracle still saw 14% year-over-year revenue growth in the quarter ending November 30.
Oracle has leaned into AI, betting big on massive data center expansion to win more business.
Oracle missed its quarterly revenue.
Oracle shares slid more than 6% on Wednesday in after-hours trading, after the software giant posted quarterly results that fell short of Wall Street's revenue expectations.
Here's how the numbers stacked up against estimates:
Adjusted EPS: $2.26 vs. $1.64 expected
Revenue: $16.06 billion vs. $16.21 billion expected
Despite the miss, Oracle still saw 14% year-over-year revenue growth in the quarter ending November 30. Net income jumped to $6.14 billion, or $2.14 per share, up sharply from $3.15 billion, or $1.13 per share, a year earlier.
The results drop as Oracle leans heavily into the AI frenzy, betting big on massive data center expansion to win more business.
In its September earnings report, Oracle stunned Wall Street with a surge in cloud bookings tied to AI workloads, a boom that sent the stock to a record high. But the rally didn't last. Shares have since tumbled roughly a third as investors grow skittish about the enormous capital required to keep building data centers and whether Oracle's biggest customer, OpenAI, can actually deliver on the multibillion-dollar cloud commitments it's making.
"Capex & financing needs have been the biggest investor question over the last two months, weighing on the stock," wrote Derrick Wood, an analyst at TD Cowen.
This is a developing story; please check back for updates.
For investors with a long time horizon and an appetite for higher returns, growth-focused exchange traded funds (ETFs) can be an excellent way to capture emerging trends and powerful compounding without the pressure of picking individual winners.
Whether you are searching for small caps, global tech, or diversified high-growth portfolios, there is likely to be an ASX ETF out there for you.
With that in mind, let’s take a look at three funds that could be top picks for growth investors heading into 2026.
Betashares Australian Small Companies Select ETF (ASX: SMLL)
Small caps are often where the next generation of market leaders begin, but they can also be volatile and difficult to analyse individually.
The BetaShares Australian Small Companies Select ETF solves this by focusing on profitable, higher-quality small stocks rather than speculative miners or businesses that are unsustainably burning cash.
Its index screens for companies with positive earnings, strong balance sheets, and reasonable valuations. That means investors avoid the traditional pitfalls of the Australian small-cap universe, which is often littered with unprofitable explorers and early-stage businesses with uncertain futures.
Current holdings include Capricorn Metals Ltd (ASX: CMM), Codan Ltd (ASX: CDA), and Breville Group Ltd (ASX: BRG).
This fund was recently recommended by analysts at Betashares.
Another ASX ETF for growth investors is the Betashares Diversified All Growth ETF.
If you want ultimate simplicity with maximum growth exposure, it is hard to beat this fund. This ASX ETF is invested in a blend of large, mid, and small cap stocks from Australia, global developed and emerging markets.
Betashares notes that this means it offers investors exposure to an all-cap, all-world share portfolio with the potential for high growth over the long term. In total, the fund provides exposure to approximately 8,000 stocks that are listed on over 60 global exchanges.
It was also recently recommended by analysts at Betashares.
A third ASX ETF for growth investors to look at is the Betashares Cloud Computing ETF.
Businesses across the world now rely on cloud platforms to run software, manage data, deploy artificial intelligence, and operate at scale.
And with cloud adoption still expanding rapidly, this ASX ETF gives investors direct exposure to the companies powering that transformation.
The fund includes global cloud leaders such as Shopify (NASDAQ: SHOP), ServiceNow (NYSE: NOW), and Snowflake (NYSE: SNOW). These companies are deeply embedded in the digital economy, providing the infrastructure and software that modern organisations cannot function without.
It was recently recommended by analysts at Betashares.
Should you invest $1,000 in BetaShares Cloud Computing ETF right now?
Before you buy BetaShares Cloud Computing ETF shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and BetaShares Cloud Computing ETF wasn’t one of them.
The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
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 ServiceNow, Shopify, and Snowflake. The Motley Fool Australia has recommended ServiceNow and Shopify. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
Woolworths Group Ltd (ASX: WOW) shares ended in the green at the close of the ASX on Wednesday. The shares ended the day 0.68% higher at $29.52 a piece. The supermarket giant’s shares are now down 12.17% from their annual peak in August and 2.57% lower than this time last year.
What happened to Woolworths shares?
The supermarket giant’s share price dived nearly 20% after it posted a disappointing FY25 result in late-August. The stock dropped to an all-time low of $25.91 a piece in mid-October but was saved from any further decline after the company posted a more positive first-quarter sales update.
Since bottoming out, the Woolworths share price has recovered just over 13% to the current trading price.
Are Woolworths shares a buy today?
Woolworths is one of the largest and most established supermarket businesses in Australia, alongside Coles. Its oligopoly, with supermarket rival Coles, mean the two supermarkets have significant power over the Australian grocery sector. The latest Australian Competition and Consumer Commission (ACCC) estimates that Woolworths holds approximately 38% of Australia’s nationwide supermarket grocery sales.
It’s this dominance which gives Woolworths a competitive advantage in the retail space.
Not only is the business huge, it is also defensive. As a grocery retailer, Woolworths will always see relatively stable demand for its products, even during a downturn or period of uncertainty. Everyone needs to eat!
Another obvious reason that Woolworths shares are a great buy is its reliable passive income. The business is well-known for its lengthy history of paying consistent, and sometimes generous, dividends.
In FY25, the supermarket giant handed out a total of 85 cents per share, fully franked. Bell Potter expects the ASX retail stock will pay a boosted fully-franked dividend of 91 cents per share in FY26 and then $1 per share in FY27.
What do the experts think?
Analysts are mostly optimistic about the stock’s share price trajectory over the next 12 months. Data shows that 6 out of 14 analysts have a buy or strong buy rating on Woolworths shares. The remaining 8 have a hold rating.
The average target price is $30.29; however, some expect it could go as high as $33. This implies a potential 2.62% to 11.79% upside for investors over the next 12 months, at the time of writing.
Morgans is one broker which is more bearish on the shares. Its team has a hold rating on Woolworths with a price target of $28.25. The broker said it thinks the stock is currently fully valued and would “prefer to wait for further evidence of improvement before reassessing our view”.
Should you invest $1,000 in Woolworths Group Limited right now?
Before you buy Woolworths Group Limited shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Woolworths Group Limited wasn’t one of them.
The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Woolworths Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
The lead up to this decision saw a swing in the consensus views of many experts.
Less than two months ago, markets were anticipating further rate cuts this year, however now the sentiment has shifted to expect rate hikes in 2026.
The team at Wilsons Advisory and Canaccord Genuity have provided an overview of how sectors have historically responded to this kind of economic climate.
Greg Burke, Equity Strategist said the recent RBA monetary policy meeting reaffirmed that the central bank has well and truly moved from an easing bias to incrementally hawkish on-hold stance, with increasing risks of a 2026 interest rate hike.
Despite this, the outlook for domestic equities remains constructive. Household spending remains resilient, the RBA’s three rate cuts this year have arguably yet to fully flow through to consumer activity, and loose domestic fiscal policy continues to support economic growth.
Against this backdrop, the report assesses the interest rate sensitivities of key ASX sectors.
Historically performing sectors with RBA hikes
The report said two of the sectors that have historically outperformed during RBA hike periods are:
Resources – According to Wilsons Advisory, a more hawkish RBA combined with a dovish Fed supports AUD strength, historically a key driver of mining sector outperformance. Ultimately, resources are more sensitive to global growth than domestic demand.
Consumer staples – Staples typically outperform into RBA hiking periods, and valuations look attractive relative to Cyclical Retail, creating scope for a rotation, particularly if the RBA turns more hawkish.
The report also highlighted that it is positive on the healthcare sector.
Despite historical underperformance pre-RBA hikes, relative valuations are already at 20-year lows, supporting a more constructive sector view.
It’s worth noting that while banks often outperform ahead of RBA hikes, Wilsons Advisory said sector valuations are elevated relative to prior cycles, and earnings momentum is mixed, which tempers its outlook.
Sectors likely to underperform
The report from Wilsons Advisory also said retailers typically underperform prior to RBA hikes and are vulnerable to higher rates, particularly as valuations are demanding. We prefer global earners.
According to the report, domestic cyclicals â including media, retail and other parts of the broader Consumer Discretionary sector â are particularly vulnerable to higher short-term interest rates and typically underperform in the lead up to RBA rate hikes, as investors anticipate a weaker environment for household spending.
Another sector to potentially underperform during RBA rate hike periods is real estate.
Wilsons Advisory said similar to domestic cyclicals, the RBA’s pivot to a more hawkish on-hold stance removes a key tailwind for A-REITs and other long-duration assets.
However, policy is yet to become an outright headwind with the RBA remaining on-hold.
Stocks to watch
In the resources sector, the report said given the sector’s higher sensitivity to the global growth pulse than to domestic demand, it remains positive on resources irrespective of the RBA’s policy stance.
Our preferred large-cap exposures are copper: Sandfire Resources NL (ASX: SFR), aluminium: Alcoa (ASX: AAI) and gold: Evolution Mining Ltd (ASX: EVN), Northern Star Resources Ltd (ASX: NST).
In the consumer staples sector, Wilsons Advisory noted it has outperformed in the lead up to the past three RBA hiking cycles.
While the sector is exposed to the broader consumer environment, household spending on essentials â particularly food and groceries â is typically highly resilient through the economic cycle. This has historically driven rotations out of Cyclical Retailers and into the more defensive Consumer Staples sector, as the market anticipates tougher times ahead for consumers.
Its preferred stock is Woolworths Group Ltd (ASX: WOW).Â
Should you invest $1,000 in Sandfire Resources NL right now?
Before you buy Sandfire Resources NL shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Sandfire Resources NL wasn’t one of them.
The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
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 positions in and has recommended Woolworths Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
But the way that fight gets settled is going to involve an unusual side quest: CNN, TNT, the Food Network, and a bunch of other cable networks WBD wants to get rid of. Specifically: What are all of those shrinking cable networks worth?
That's because in the Netflix scenario, current WBD shareholders would go through two transactions: First, WBD would spin out its cable networks into a new company, and WBD investors would be given shares in that new company. Then Netflix would buy the remainder of WBD — HBO and the studio — for cash and stock.
Which means Netflix, and WBD executives who have blessed the Netflix offer, will want investors to think the cable networks are valuable. Ellison wants them to think the opposite.
"The lower you value the cable assets, the greater advantage Paramount's bid has. If shareholders believe the cable operations are more highly valued, then Netflix's bid, which assumes they will be spun off, means investors get an overall bigger sum of money."
And here's the actual gap: Ellison says the spin-off is worth about $1 per WBD share — or roughly $2.5 billion, based on WBD's current valuation. Independent analysts think it might be closer to $4 per share — or roughly $10 billion. Paramount and Netflix reps declined to comment; WBD hasn't responded to my request.
And yes, this is equity value, not enterprise value — this already assumes the spin-off gets saddled with billions of WBD's debt under the Netflix plan. But we're going to focus this conversation on the shares that ultimately end up in a WBD investor's brokerage account.
And if you believe David Ellison and Co., those investors aren't getting much. Because CNN, Turner, and all of the networks formerly owned by Discovery aren't worth much at all.
By way of comparison: In 2023, Bloomberg Intelligence estimated CNN alone was worth $5 billion. And earlier this year, a forensic accountant in a defamation trial said CNN was worth even less in 2023 — a mere $2.3 billion. Now Ellison is saying CNN, plus "premier entertainment, sports and news television brands around the world," as WBD describes the portfolio, is worth $2.5 billion, all-in.
Maybe. Maybe, using Ellison's math, all of CNN plus a pile of other cable networks — which still generate cash, mind you — are worth about 16 Bari Weisses, based on the reported $150 million he paid for her Free Press site.
Or maybe all of that is worth $10 billion — which means it's still less than 1% of Google. Which feels like a metaphor for the entire media industry in 2025: Even a roomful of famous brands barely registers in a world run by giant software companies.
Somewhere in that $2.5 billion to $10 billion range is the real answer. But the headline is clear: The networks that once held the entire cable bundle together are now garage sale leftovers. Worth something to someone — but a whole lot less than they used to be.
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Jeff Kravitz/FilmMagic
Fifty-something years ago, Canadian rock band Rush rocked into the ages. The band wasn’t like others during the seventies — they appealed to the fantasy metal nerds searching for epic proportions of progression, made in a different flavor of rock than the sixties, with which to identify. Teenagers were a big driver of their audience base. Some of those awkward teenagers, such as Billy Corgan of the Smashing Pumpkins, later went on to become rock legends in their own right.
Rush has toured over 30 times, with the most recent tour marking 40 years of touring. The R40 Live Tour took place in 2015 and was the last time fans had the opportunity to see them live; the final show was played at the Kia Forum in Inglewood. After the tour closed in 2015, drummer Neil Peart alluded to his desire to retire. It was quiet for a bit. Fans waited years, hoping that this wasn’t the end.
As it turns out, the band has decided to go on one more tour after all, embarking on a reunion tour in memory of their late bandmate, Peart. Announced as the band's big farewell, the 2026 series is called their Fifty Something tour, and I've broken down how to score Rush tickets below. Keep scrolling to find the information on how you can catch your last chance to see them rock out their final notes before their official retirement, with leads on tickets via StubHub and VividSeats.
Rush is going to be all over the United States for the bulk of their tour. They are starting their show tour in the same venue and place that they played last: in Los Angeles’s Kia Forum, located in Inglewood, California.
Over the course of the tour, they will be visiting 24 cities across the United States, Canada, and Mexico. They’ll be touring major venues like New York’s famed Madison Square Garden, Los Angeles’s Kia Forum, and Chicago’s United Center. We’ve separated things out for you in the US and outside in the charts below.
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How to buy tickets for Rush’s 2026 concert tour
Folks seeking to buy tickets have a lot of opportunities to do so for several of the shows, although some are selling out fast. Some shows have either completely sold out or have very limited options for available tickets. Remember: this is the first tour that they’ve had in a decade and is said to be the last the band will ever do.
They have two shows that aren’t connected to the tour scheduled in Glendale, Arizona, at the end of this year. The first of those two shows has already sold out. Only 1% of tickets were remaining shortly after they went up on StubHub. They aren’t even available on Ticketmaster either.
If you visit Ticketmaster seeking original tickets, you’re met with a notice stating that tickets are either extremely limited or only available through verified resellers. Fans (and resellers looking to get their hands on a bag) are grabbing tickets quickly. This will make getting tickets competitive.
How much are tickets?
The July 17th Chicago show’s tickets are the most expensive to try to snag on StubHub of the tour. (The same date isn’t even available on VividSeats.) They are priced at over a grand for the lowest-priced tickets. This makes so much sense to me as a kid born in the Chicago suburbs who grew up with my dad and cousin Kevin playing Rush. If I had the cheddar to go to one of those shows with my pa & my cousin, I’d be mighty tempted personally. The band has some serious old-school Midwest dad-rock fanfare that you don’t need to be “Fifty Something” to appreciate.
The other most expensive cheap tickets are just under a grand for the December 3rd show at the end of this year. These are currently only available on StubHub. Overall, more ticket dates appear to be available on StubHub compared to VividSeats.
There are also some impressive VIP packages available, if you can secure them and afford them. VIP packages are listed on Rush’s website. There are multiple levels of VIP packages potentially up for grabs. Each level unlocks fan experiences from direct meet and greets and photo ops for the ‘gram, special VIP only merch, autographs, behind-the-scenes tour, great seats, and of course, drinks and networking with fans before the masses who paid for general admission or regular tickets get in.
I peeked at the site to see how much an available VIP package would cost if someone were to go to one of the Los Angeles shows, and, well, it’s pretty expensive. Their lowest VIP package seats were $840 on Ticketmaster. Their second-tier VIP package seats, located four rows from the stage and including a hotel package stay, concert, and assorted goodies, were $2,256 each before taxes.
Who is opening for Rush’s tour?
Rush is doing their own thing and owning the stage for their final bow. They are, however, supported with this by a moderately younger drummer than the rest of the Rush crew. Forty-two-year-old Anika Nilles is from Germany and has previously played with the late English musician Jeff Beck. She will be rocking the drums, channelling the musical stylings of Neil Peart in his absence.
Will there be international tour dates?
Folks seeking to see Rush play live outside the United States will have limited options on where to see them. The band is currently scheduled to perform only in Canada and Mexico. The bulk of their international shows are in Canada, which makes perfect sense given the band’s origins.
There are no shows scheduled in Europe or other international countries and continents. The tour dates all take place in the North American region.
The number of international appearance locations is extremely limited. Only two of the band’s tour dates are happening in Mexico. The remaining 10 international tour dates are scheduled in select cities across Canada.
Who are the Rush band members?
Rush is composed of two current main members: guitarist Alex Lifeson and lead vocalist Geddy Lee. Lee also does bass and keyboard work for the band. The third member of the original band was the late Neil Peart, who died in 2020. Lee and Lifeson have elected to tap German drummer Anika Nilles to step in for Peart during this tribute farewell tour.
Where can I buy Rush band merch?
Folks interested in purchasing Rush merchandise can find a variety of items on Rush’s official website. If you’re thinking about what to get your Rush-loving relative or the dad rock-loving hipster some Rush schwag, there are a bunch of options. They offer a wide range of merchandise, including copies of their music on vinyl, books, T-shirts, glasses, beanies, and more. There’s even a Rush baseball on there. When you go to their site, you’ll see that they are set up for the holidays with sales now too, so you might want to “rush” over there and check it out if that’s your groove.
The Fed cut its benchmark interest rate by 25 basis points on Wednesday.
The meeting featured the most dissent among officials since 2019.
Here are the top takeaways from the latest Fed decision.
The Fed cut interest rates for the third time this year on Wednesday, and the meeting held some key takeaways for how the central bank is thinking about the economy heading into 2026.
From the labor market to inflation to stocks, here's everything to know about the latest Fed decision.
Job market
Fed leaders anticipate more economic growth in 2026 and stable unemployment levels, but are somewhat concerned about slowing labor demand and participation. Lower rates could help juice hiring, Powell said.
In terms of AI, the Fed chair said chatbots are not yet replacing jobs — even as Corporate America sees shrinking while collar roles. "It's part of the story, but it's not a big part of the story yet," he said. And, though some Big Tech firms and major retailers, have had high-profile cuts in 2025, Powell added that overall layoff rates are still relatively low.
Inflation
The figure remains slightly above the Fed's 2% goal, though data is limited due to the government shutdown. With lower rates, there's a risk consumer prices will rise too. At the same time, Powell said consumer spending has been strong and the main driver of inflation right now is tariff policy, not broad economic weakness.
Markets
It was a hawkish rate cut overall, but markets rallied sharply anyway.
The S&P 500 edged up to a near-record close and the Dow jump almost 500 points, adding to gains as Powell's press conference got going. A few things came out of the meeting that boosted investors' bullishness.
The Fed's purchases of short-dated bonds should help keep a lid on yields and boost the appeal of equities.
Powell indicated that a rate hike isn't the base case in the foreseeable future. Markets have been sensitive to how inflation could impact the outlook for rates, and investors welcomed the Fed chief's view.
Emphasis on the labor market hinted that, despite dissent among Fed officials, the focus would remain on strengthening the economy rather than fighting inflation.
Future of the Fed
With Powell's term up in May, Trump is set to name a successor in January.
"I really want to turn this job over to whoever replaces me with the economy in really good shape," he said. "I want inflation to be back down to 2% and I want the labor market to be strong — that's what I want. All of my efforts are to get to that place."
Members of the Federal Open Market Committee showed significant division on Wednesday, with three members dissenting to the cut call. It's the biggest split seen at a Fed meeting since 2019 and signals ongoing tension between the Fed's dual mandate and how each member weighs employment and inflation risks.
Powell, however, said there's no bad blood.
"The discussions we have are as good as any we've had in my 14 years at the Fed," he said. "They're very thoughtful and respectful and people have strong views
This has been influenced by ongoing geopolitical tension, which has prompted governments to spend more on their defence sector.Â
This includes development of technology such as drones, AI or electronic warfare. It also includes equipment such as missiles or submarines.
Australia is included in this defence spending push.
In March this year, the Australian government announced it was investing an additional $50.3 billion into the Australian Defence Force (ADF).
Yesterday, the team at Bell Potter released a report including analyst outlooks and stock picks for December 2025.
In the report, Baxter Kirk, Industrials Analyst, said global defence strategy is undergoing a structural pivot, driven by the proliferation of low-cost, high-lethality unmanned systems in recent conflicts.
This rise of asymmetric warfare has exposed the economic inefficiency of traditional air defence, creating an urgent mandate for “attritable” drones and cost-effective counter-measures.
We view the twin themes of resilient drone connectivity and counter-drone solutions as key drivers of defence procurement for the coming cycle.
The report also included two ASX defence stocks with buy recommendations.
The company is a provider of counter-drone solutions, remote weapon systems (RWS), and space control technologies.
Its stock price has already risen by 266.41% in 2025.
According to Bell Potter’s report, following the landmark A$125m award for the world’s first export of a 100kw High Energy Laser Weapon (HELW) in August 2025, EOS has secured a firstmover advantage in the high-value HELW counter-drone vertical.
Looking ahead to 2026, the broker said it sees upgrade potential to revenue estimates, driven by increasing global capital allocation toward counterdrone capabilities.
Specifically, Bell Potter anticipates the advancement of HELW contracts (>1 unit) through the sales pipeline alongside continued awards for conventional and counter-drone RWS.
As well as a buy recommendation, Bell Potter has a price target of $8.10 on this ASX defence stock.
From yesterday’s closing price of $4.80, this indicates a further upside of 68.75%.
Elsight is a key supplier of communication modules to drone manufacturers.
Its flagship product, Halo, integrates multiple communication pathways (5G, LTE, SATCOM, RF) into a single resilient, encrypted data link, functioning as a mission-critical enabler for Beyond Visual Line of Sight (BVLOS) operations.
According to Bell Potter, CY25e marked a pivotal inflection point for ELS, with the company achieving profitability and delivering estimated revenue growth of 12x YoY (BPe).
We enter CY26e viewing Halo as a marketleading enabler of BVLOS connectivity for unmanned systems. Accordingly, we forecast a 41% revenue CAGR over CY25-28e, driven by the rapid proliferation of unmanned systems across both defence and commercial verticals.
Elsight has risen by 473.68% already in 2025.
The broker has a price target of $2.00 along with a buy recommendation.
This indicates this ASX defence stock is trading close to fair value or slightly over at $2.18.
Should you invest $1,000 in Elsight Limited right now?
Before you buy Elsight Limited shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Elsight Limited wasn’t one of them.
The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
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 positions in and has recommended Electro Optic Systems. 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.
Do you have room for some new additions in your income portfolio? If you do, then it could be worth looking at the three ASX dividend shares in this article.
They have been given buy ratings by brokers, who are forecasting attractive and growing payouts in the near term. Here’s what they are recommending to clients:
HomeCo Daily Needs REIT could be an ASX dividend share to buy.
It is a real estate investment trust (REIT) that focuses on convenience-based retail centres such as supermarkets, pharmacies, and medical clinics. These are assets that tend to have stable tenants and long leases.
At the last count, its portfolio was valued at $4.9 billion, had 99% occupancy, and a weighted average lease expiry of 4.9 years.
UBS is a fan of the company and believes it is positioned to pay dividends of 8.6 cents per share in FY 2026 and then 8.7 cents per share FY 2027. Based on its current share price of $1.36, this would mean dividend yields of 6.3% and 6.4%, respectively.
The broker has a buy rating and $1.53 price target on its shares.
Another ASX dividend share that could be a buy according to analysts is IPH.
It is an international intellectual property services group working throughout 26 IP jurisdictions, with clients in more than 25 countries. The company has a diverse client base of Fortune Global 500 companies and other multinationals, public sector research organisations, SMEs, and professional services firms.
Morgans is a fan of the company and is expecting it to reward shareholders with fully franked dividends of 37 cents per share in FY 2026 and FY 2027. Based on its latest share price of $3.42, this would mean large 10.8% dividend yields for both years.
Morgans has a buy rating and $6.05 price target on its shares.
A third ASX dividend share for income investors to look at is Jumbo Interactive.
It is the online lottery ticket seller and lottery platform provider behind the Oz Lotteries app and Powered by Jumbo platform.
Morgan Stanley has been pleased with its positive start to the year. It believes that this leaves it positioned to pay fully franked dividends of 57.7 cents per share in FY 2026 and then 68.4 cents per share in FY 2027. Based on its current share price of $11.32, this would mean dividend yields of 5.1% and 6%, respectively.
The broker currently has an overweight rating and $16.80 price target on its shares.
Should you invest $1,000 in Homeco Daily Needs REIT right now?
Before you buy Homeco Daily Needs REIT shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Homeco Daily Needs REIT wasn’t one of them.
The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
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 Jumbo Interactive. The Motley Fool Australia has recommended HomeCo Daily Needs REIT, IPH Ltd , and Jumbo Interactive. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
When one ASX share is rated as a buy by an analyst, that’s interesting. When numerous experts rate a business as a buy, that could suggest there’s an opportunity for investors to take advantage of.
Share prices are always changing and experts are always looking to jump on ideas that look undervalued. At the moment, there are a few names that are highly rated by multiple leading brokers, let’s take a look at why they’re viewed as buy ideas.
According to a collation of analyst ratings by Commsec, there are currently 11 buy ratings on the business.
One of the brokers that rates Flight Centre as a buy is UBS. The broker describes Flight Centre as a global travel agent in both the leisure and corporate travel segments, with key markets being Australia, New Zealand, the UK, Canada, South Africa, the US, Hong Kong, China, Singapore, India and the UAE.
UBS notes that the company is expecting flat profit before tax (PBT) growth in the first half of FY26, which places emphasis on the second half achieving growth of between 8% to 28% to achieve its FY26 guidance range.
The broker notes that ongoing productivity initiatives in the corporate division are driving efficiency improvements. The FY26 first quarter saw total transaction value (TTV) grow by 7%, but the company’s headcount reduced by 5%.
In the leisure segment, there are some green shoots emerging in US bookings from Australia, according to UBS.
UBS is projecting the ASX share can deliver net profit after tax (NPAT) of $222 million in FY26. The broker has a price target of $14.40 on Flight Centre shares.
According to a collation of analyst ratings by Commsec, there are currently 15 buy ratings on the business.
UBS describes Nextdc as Australia’s leading data centre as a service, with multiple locations in Australia and the wider Asia and Pacific region.
UBS is one of the brokers that rates Nextdc following a positive update by the ASX share.
The broker said that Nextdc is on track for a new record of contract wins in FY26 by adding 71MW in the year to date, compared to 72MW in FY25.
Demand for capacity in Victoria remains “very strong” and it thinks there could be increases to analyst estimates in the business manages to sign another round of contracts in the second half of FY26.
The broker said that it’s waiting for approval for the new Sydney data centres (S4 and S5). UBS is positive that approval is a key catalyst to further accelerate the MW contracted and activation profile.
Due to the demand and supply dynamic in NSW, UBS believes there is “strong scope for early contract wins” once construction starts.
UBS concluded on the ASX share:
In our view, the structural AI thematic is reaccelerating, cloud remains very strong and we are likely to go back into a period of investors wanting to increase exposure to both.
The broker has a price target of $21.85 on Nextdc shares, implying a possible rise of 60% over the next year.
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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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
