The ASX mining share Mineral Resources Ltd (ASX: MIN) has delivered incredible performance. It has risen 45% in the past year, significantly outperforming the ASX share market. In the past 12 months, the S&P/ASX 200 Index (ASX: XJO) is virtually flat.

Mineral Resources is involved in multiple areas of the mining industry, including mining services, lithium mining, and iron ore mining.

After going through significant volatility over the last two years, the company’s valuation is now recovering strongly, as the chart below shows.

With the Mineral Resources share price on a good trajectory, it’s good to ask whether it can continue climbing.

Is this a good time to invest in Mineral Resources shares?

The company recently held its annual general meeting (AGM), which gives investors the chance to hear from management and decide if they like the company’s plans.

Broker UBS said that the AGM provided confidence in the strategy and capital allocation framework.

UBS noted that the business now has a $1 billion liquidity buffer, which has increased from $400 million. The business will have at least $400 million of cash at all times to protect the company from commodity price volatility while enabling capacity for countercyclical opportunities.

The broker pointed out that the company’s debt leverage target has been revised to a net debt metric, rather than a gross debt measure previously, aligning with industry standards and not punishing the business for holding cash, especially considering the liquidity buffer. The ratio is now 2x net debt to EBITDA.

Mineral Resources has also tweaked its dividend policy for owners of Mineral Resources shares. The dividend payout ratio will be up to 50% of underlying net profit after tax (NPAT), though dividends will only be paid if liquidity and leverage thresholds are met, or if there is a clear line of sight to meeting them within 12 to 18 months.

UBS forecasts that net debt leverage will be comfortably less than 2 times by December 2026. The broker wonders whether dividends could resume in the 2026 results.

UBS also notes that with Mineral Resources’ growth capital, it must satisfy a threshold of a 20% return on invested capital (ROIC) after tax.

The broker is confident the ASX mining share will continue to implement the external governance reviews’ reforms.

Investment rating on the ASX mining share

UBS has a neutral rating on Mineral Resources shares, with a price target of $52.60. That’s where the broker thinks the share price will be in 12 months from now. Therefore, the broker is suggesting the Mineral Resources share price could rise by more than 7%.

At this stage, the broker is not forecasting that a dividend will be paid in FY26.  

The post Mineral Resources shares: After a year of outperformance (up 45%), is it still a buy? appeared first on The Motley Fool Australia.

More reading

• Invested in ASX mining shares? Expert recommends diversity over iron ore concentration
• ASX lithium shares outperform as ASX 200 tumbles to four-month low
• These were the 10 most-traded Australian shares last week
• Macquarie names which lithium stocks to buy, and which to avoid
• ASX 200 mining shares rip as lithium makes a comeback

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

ASX tech stock Catapult Group International (ASX: CAT) has rarely delivered a dull moment for investors. The share price of the sports-technology group has been as unpredictable as the sports it helps measure.

Catapult’s share price was up more than 110% at one point this year, then sliding 35% over the past month before bouncing back at the end of last week, finishing with a 4.4% gain at $4.51.

Expansion in elite leagues

The sharp moves reflect both the promise and growing pains of a company still trying to turn global adoption into consistent commercial momentum. This Melbourne-based ASX tech stock is best known for its wearable GPS performance trackers and analytics platforms used by elite teams worldwide.

Behind the volatile share is a business that is quietly gaining traction. It has been steadily expanding its footprint across the US, Europe, and major professional leagues, including the NBA, Premier League, and top rugby competitions. Catapult has reached a level of global market penetration that few Australian firms in the tech sector have achieved.

In its latest half-year results update Catapult reported annualised contract value of US$115.8 million, a 19% lift compared to the year before. The average contract value per team also continues to rise, and the company reports that customers now typically stay with Catapult for nearly 8 years.  

Soccer scouting and analysis

Catapult is also expanding strategically. The sports tech company snapped up Perch, a specialist business in strength-training technology, and last month took over Impect GmbH, a German analytics provider focused on elite soccer scouting and analysis.

The acquisitions align well with Catapult’s long-term vision of becoming the global platform of choice for professional sports teams. They strengthen the product portfolio of the ASX tech stock and deepen its data capabilities. These are key advantages as top sports teams continue to invest more in performance tracking and match intelligence.

Prior expansion mishaps

The market wasn’t too impressed, especially not with the acquisition of the German company Impect. Investors clearly balked at the dilution from the capital raise and the hefty price tag, especially with prior expansion mishaps still fresh in their minds.

Analysts are cautiously optimistic. Most see the ASX tech stock as a genuine global contender, underpinned by sticky recurring revenue, high-profile clients and growing demand for data-driven performance tools.

However, they warn that execution risks remain. Catapult must translate scale into profitability more consistently and continue to sharpen its cost base. Brokers also closely watch the integration of acquisitions like Impect.

What is the upside?

The dominant broker view is ‘buy’, with an average target price of $7.97. Bell Potter recently retained its buy rating on the ASX 200 tech stock, but reduced the price target to $6.50, from $7.50. Based on its current share price, this implies potential upside of approximately 44% for investors between now and this time next year.

Commenting on its buy recommendation, Bell Potter said:

We continue to see strong double digit growth in the core business and believe this will be augmented by the cross-sell opportunity from the IMPECT acquisition as well as potential expansion into other sports.

The post Is this ASX tech stock ready to be the next global success story? appeared first on The Motley Fool Australia.

More reading

• Top brokers name 3 ASX shares to buy next week
• Here are the top 10 ASX 200 shares today
• Top brokers name 3 ASX shares to buy today
• Top broker says this ASX 200 tech stock is a buy with 30%+ upside
• 5 things to watch on the ASX 200 on Wednesday

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

Not every promising business on the ASX sits inside the top 50 or receives daily media attention. Sometimes, value emerges in places where fewer eyes are looking. Tuas Ltd (ASX: TUA), the Singapore-based telecommunications provider spun out of the TPG–Vodafone merger in 2020, is one of those under-discussed names quietly growing into something far more substantial than when it first listed.

While the share price has performed well over the past 5 years, the business has little fanfare amongst the broader S&P/ASX 300 Index (ASX: XKO). 

Yet beneath the surface, Tuas has been executing a clear plan: compete on value, scale efficiently, and steadily push deeper into Singapore’s tightly contested telecom market.

What Tuas actually does

Tuas operates a mobile network in Singapore under a founder-led structure, guided by David Teoh — the same entrepreneur who transformed TPG from a small reseller into a major Australian telco. That track record is important. Execution, discipline and cost control have long been hallmarks of Teoh-led businesses.

The company’s Singapore offering has been simple: provide competitive mobile plans with strong network performance at attractive price points. In a market dominated by Singtel, StarHub and M1, Tuas has carved out a niche by focusing on value-driven customers and running a lean operational model.

Growth has remained solid

Across its most recent financial periods, Tuas has continued to deliver meaningful top-line growth, including a strong uplift in FY25 and its first full-year profit. Subscriber numbers have climbed consistently as Singaporean consumers respond to lower-cost “value” offerings in a market known for high mobile adoption.

For a relatively small ASX-listed telco operating in a different jurisdiction, this consistent performance places Tuas among the more intriguing growth stories in the ASX 300.

The M1 acquisition: a strategic opportunity — but far from certain

In August, Tuas announced a proposal to acquire M1, Singapore’s third-largest mobile operator. On paper, joining forces with M1 would dramatically expand Tuas’ scale and give it the capability to offer a full suite of mobile and broadband services. It would also bring the third- and fourth-largest Singapore operators together to compete more effectively with Singtel and StarHub.

However, new information shows the deal faces significant obstacles.

M1 is currently locked in a dispute with its biggest customer, Liberty Wireless — the company behind Circles.Life. Liberty Wireless has requested Singapore’s regulator to permit renegotiation or termination of its long-term wholesale contract with M1 as a condition for approving Tuas’ takeover.

This is far from a minor issue. Circles.Life may contribute 50%–60% of M1’s earnings and up to 80% of net profit, meaning any change to the agreement could materially reduce M1’s value.

The matter is already before the High Court of Singapore, and regulators are reviewing broader competition implications. A merged Tuas–M1 entity could control an estimated 77% of the wholesale mobile market and around 38% of the postpaid retail market, levels that will attract careful scrutiny.

What happens if the deal does proceed?

If approved — and there are meaningful “ifs” attached — Tuas would be operating at a far larger scale. The combination may allow it to offer more products, potentially improve its competitive position and spread fixed costs over a broader customer base.

There may also be opportunities to streamline overlapping operations or reduce duplicated expenses. However, with the regulator’s decision pending and M1’s largest customer seeking to change its commercial arrangement, it is too early to confidently predict the shape or size of any benefits.

Foolish takeaway

Tuas remains one of the more interesting businesses in the ASX 300 — a founder-led, growing company competing effectively in a sophisticated market. But its proposed acquisition of M1 now carries significant uncertainty that investors should be aware of.

For long-term investors exploring lesser-known ASX companies with potential, Tuas offers both promise and complexity. The underlying business continues to expand, yet the M1 decision could influence its next phase in a meaningful way.

The post Is this ASX 300 telco a hidden gem for value focused investors? appeared first on The Motley Fool Australia.

More reading

• 2 ASX shares to buy and hold for the next decade
• Why these are my 2 biggest ASX growth stock bets
• 2 ASX shares I’d buy in a heartbeat
• Here are the top 10 ASX 200 shares today
• 2 ASX 300 shares to buy and hold for the next decade!

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

Monash IVF Group Ltd (ASX: MVF) has rejected a takeover bid from a private equity consortium, stating that the offer price is too low despite being pitched at a significant premium to the company’s last trading price.

Monash shares were last week trading close to their 12-month low of 53 cents, with the company’s share price still yet to recover after a difficult year in which it was revealed it had botched two embryo implants.

The stock closed at 61 cents on Friday, valuing Monash at $237.7 million.

Bid at a significant premium

The company said in a statement issued to the ASX on Monday morning that it had received and rejected a takeover bid priced at 80 cents per share.

The company said on Monday:

Monash IVF Group Ltd has received an opportunistic, unsolicited, conditional and non-binding proposal from a consortium comprising Genesis Capital Investment Management Pty Ltd … and WHSP Holdings to acquire 100% of the shares in Monash IVF by way of a scheme of arrangement.

The offer would be a cash offer priced at 80 cents per share, but there was the possibility that shareholders could continue to own a stake in the company under the proposal, Monash said.

As the company explained:

The proposal also includes a reference to the consortium considering options that would allow Monash IVF shareholders to roll their equity into unlisted equity in a privatised Monash IVF.

Monash said the consortium had indicated that it had already bought up a stake in the company of about 19.6% of its issued capital.

The bid was conditional upon the consortium being able to conduct exclusive due diligence and a unanimous recommendation from the Monash board.

Bid rejected as opportunistic

The Monash board said in its statement on Monday that it believed the bid was a low-ball offer.

The board has considered the proposal including with the assistance of its financial and legal advisers and unanimously determined that the proposal materially undervalues Monash IVF and is not in the best interest of the company’s shareholders as a whole. The board has therefore determined to reject the proposal in its current form.

The board said the offer price was a “substantial discount” to comparable transactions in the Australian market, and there was also uncertainty around the consortium’s financing arrangements.

Monash IVF chair Richard Davis said:

The Monash board in consultation with its advisers has formed the view the proposal in its current form is opportunistic in its timing and materially undervalues the company.

The company said it would keep shareholders informed should matters develop further.

Fresh start in the wings

Monash earlier this month said it had selected a new Managing Director who would start in May next year.

The company ran into trouble earlier this year when it emerged that it had botched two embryo transplants, with one of those incidents resulting in a woman giving birth to a genetically unrelated baby.

The company’s shares tumbled from levels above $1 per share in April, when news of one of the incidents, which occurred in Brisbane, was reported in the media.

The company stated at the time that it had been aware of the incident since February, when it initiated an investigation that found human error to be the cause.

Monash IVF’s then-Managing Director, Michael Knaap, who had led the company since 2019, resigned in June, and the company also dropped out of the S&P/ASX 300 Index (ASX: XKO) at its September rebalancing.

The post This Aussie fertility company has rejected a takeover bid from private equity appeared first on The Motley Fool Australia.

More reading

• Macquarie tips 54% upside for this beaten down ASX All Ords healthcare stock
• Monash IVF has named a new Managing Director to help right the ship
• Macquarie tips 46% upside for this ASX All Ords healthcare stock

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

Owning ANZ Group Holdings Ltd (ASX: ANZ) shares has been helpful for investors focused on passive income. Payouts could continue to be attractive in the coming years, meaning a $20,000 investment unlocks substantial dividend income.

ASX bank shares typically trade at a relatively low price-to-earnings (P/E) ratio compared to other sectors, which helps provide a higher dividend yield. Banks like ANZ also usually opt for a relatively generous dividend payout ratio compared to ASX growth shares, resulting in a more attractive dividend yield.

While I’m not expecting strong earnings from ANZ, let’s examine the potential of the dividend income.

Payout potential of ANZ shares

In the recent FY25 result, ANZ reported that its annual dividend per share was maintained at $1.66. While growth is preferred, maintaining the dividend is a solid outcome when the cash net profit falls 14% to $5.8 billion.

How big could the payout be in the coming years?  Let’s take a look at what analysts are forecasting for the ASX bank share.

According to the forecasts on CMC Markets, the bank could pay an annual dividend of $1.66 per share in the 2026 financial year. At the time of writing, this translates to a dividend yield of 4.75% without franking credits and 6.1% including franking credits.

If someone were to invest $20,000 into ANZ shares, that could lead to around $950 of cash payments in FY26 and approximately $1,220, including the franking credits.

However, there could be dividend growth in the following year for ANZ share owners. In FY27, the business is predicted to increase its annual dividend per share to $1.69. That would represent a year-over-year increase of 1.8%.

The forecast on CMC Markets suggests the ASX bank share could deliver a cash dividend yield of 4.8% in FY26 and a grossed-up dividend yield of 6.2%, including the franking credits.

Is the ASX bank share a buy?

The ANZ share price has dipped around 10% since 12 November 2025, at the time of writing, which is a sizeable drop for a business of ANZ’s scale. It represents a better value than it did earlier in November.

According to Commsec, there are currently 16 analyst recommendations on the business, with four ‘sell’ ratings, eight ‘hold’ ratings, and four ‘buy’ ratings. Overall, analysts appear to be mixed on the bank, with a “hold” being the most popular rating.

It doesn’t seem like a great time to invest in ANZ shares; there are other opportunities around.

The post $20,000 of ANZ shares can net me a $1,220 passive income! appeared first on The Motley Fool Australia.

More reading

• Why the CBA share price valuation is ‘disconnected from fundamentals’
• Commonwealth Bank’s top tier status has begun to unwind, so which bank is looking good according to Wilsons Advisory?
• These were the 10 most-traded Australian shares last week
• Why are ANZ shares sinking over 5% today?
• Which big four bank shares have performed the best in 2025?

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

Shareholders in fertility treatment specialist Monash IVF Ltd (ASX: MVF) have endured a rough ride in 2025.

Much of the trouble started in April when the company confirmed that an embryo of one patient was incorrectly transferred to another patient at its Brisbane clinic.

This unfortunate mix-up resulted in an Australian woman unknowingly giving birth to a stranger’s baby.

As a result, Monash IVF shares fell by 36% on that day, sinking from $1.08 to $0.69 per share. 

Things got even worse in early June with the ASX All Ords healthcare stock reporting another regrettable incident at one of its clinics.

Here, a patient’s own embryo had been incorrectly transferred back to them.

Shares in the healthcare stock tanked again, falling by 27% from $0.745 to $0.545 per share.

The company’s CEO resigned a few days later, sparking a modest rally in the company’s shares.

Nevertheless, Monash IVF shares have now dropped by 52% since the start of the year, closing out last week at $0.61 apiece.

Not surprisingly, this represents an underperformance when compared to the broader market, with the All Ordinaries Index (ASX: XAO) rising by 2.6% over the same period.

But what comes next for this ASX All Ords healthcare stock after recently appointing a new CEO?

Renowned Australian investment house Macquarie Group Ltd (ASX: MQG) has weighed in with its views.

Macquarie’s viewpoint

In essence, Macquarie believes that the sell-off stemming from the two incidents is now reflected in the company’s share price.

In turn, it sees the current valuation for the ASX All Ords healthcare stock as “undemanding”.

That said, the broker also noted some challenges for the business.

It pointed to difficulties in growing revenue in the domestic market, as well as operating margins being pressured by cost indexation and risk mitigation following the two incidents.

Macquarie now expects underlying net profit after tax (NPAT) for FY26 to clock in at the bottom end of the group’s $20 million to $23 million guidance.

However, the broker believes that an improving macroeconomic climate from about FY27 could support better growth for the ASX All Ords healthcare stock.

It stated:

We see medium-term upside on an improving macro environment, increased genetic testing, underlying structural demands, demographic and social changes.

As such, Macquarie has placed an outperform rating on Macquarie IVF shares with a 12-month price target of $0.94 per share.

This forecast equates to 54% upside potential from Friday’s closing price of $0.61 per share.

The post Macquarie tips 54% upside for this beaten down ASX All Ords healthcare stock appeared first on The Motley Fool Australia.

More reading

• This Aussie fertility company has rejected a takeover bid from private equity
• These ASX 200 shares could rise 25% to 30%
• How much upside does Macquarie predict for Sonic Healthcare shares?
• My plan of attack for the next share market crash
• Up 65% this year: Are Charter Hall Group shares still a buy?

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

Investors in Mader Group Ltd (ASX: MAD) have had plenty to smile about over the past year.

Shares in the ASX mining services company have surged by 39% over the last twelve months, closing at $7.94 apiece on Friday.

For context, the All Ordinaries Index (ASX: XAO) has managed a modest 0.62% gain over the same period.

Despite this strong run, leading Australian investment bank Macquarie Group Ltd (ASX: MQG) believes there could be even more upside ahead.

Here’s why the broker is still seeing blue skies for this ASX mining services business.

Essential technical services provider

Mader is a mining services business with a simple business model focused on providing heavy equipment maintenance services to resource companies.

It was founded in 2005 by current Executive Chairman Luke Mader as a one-man Western Australian business.

Since then, it has expanded its operations to more than 540 locations across nine countries, boasting a workforce of over 3,900 staff who serve more than 490 customers.

Over the years, Mader has cemented its place as a leader in specialist technical services within Australia’s globally renowned mining industry.

However, since 2019, it has been expanding into the North American mining and energy sectors.

It believes the market opportunity in North America could be more than twice the size of Australia.

Overall, Mader notched up a record $872 million in total revenue in FY25, with its 10-year compound annual growth rate (CAGR) for revenue reaching about 30%.

More specifically, the company generated 79% of its revenue from Australia and 19% from North America during the financial year.

Macquarie’s viewpoint on Mader Group

Despite this strong multi-year performance, Macquarie believes the ASX mining services stock could have plenty of room for further growth.

The broker noted that Mader is still underpenetrated in Australia’s core mining market, where ageing equipment continues to support maintenance activity.

It added that the company has fast-tracked efforts to replicate its success in adjacent markets such as infrastructure and road transport, as well as its expansion in North America.

As a result, it has forecast Mader’s revenue CAGR through to FY28 to come in at about 15%, driven by anticipated commercial successes in the group’s core and growth verticals.

Macquarie also believes that Mader boasts superior earnings per share (EPS) growth potential when compared to global and local peers.

Here, it has forecast an EPS CAGR of 17% through to FY28.

The broker also highlighted several other reasons for its positive outlook on the ASX mining services business.

It pointed to the company’s strong balance sheet, its reduction in capital intensity, and the group’s five-year average return on invested capital (ROIC) of about 25%.

All up, Macquarie placed an outperform rating on Mader shares with a 12-month price target of $10.40 per share.

This implies 31% upside potential from $7.94 per share at Friday’s close.

The post Expert says this high-flying ASX mining services stock could rocket by 31% appeared first on The Motley Fool Australia.

More reading

• Is this ASX tech stock ready to be the next global success story?
• Is this ASX 300 telco a hidden gem for value focused investors?
• This Aussie fertility company has rejected a takeover bid from private equity
• $20,000 of ANZ shares can net me a $1,220 passive income!
• Macquarie tips 54% upside for this beaten down ASX All Ords healthcare stock

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

The ASX dividend stock Premier Investments Ltd (ASX: PMV) has fallen heavily over the last few months, as the chart below shows. It’s down around 25% from the September 2025 high – this could be a smart time to invest.

Following the divestment of various apparel businesses to Myer Holdings Ltd (ASX: MYR), there are three core areas to the Premier Investments division.

Firstly, I believe the key business is Peter Alexander, a retailer that specialises in selling sleepwear. Smiggle is a retailer that sells school, lifestyle, and stationery items, including bags, lunchboxes, drink bottles, and many more. Finally, it also has a sizeable ownership of coffee machine business Breville Group Ltd (ASX: BRG).

Let’s take a look at how appealing the ASX dividend stock could be for investors.

ASX dividend stock credentials

Over the past decade, the company has delivered a history of dividend increases in most years.

Of course, past dividend payments are not a guarantee of future dividend payments. Premier Investments is a different business following the sale of various clothing brands, including Just Jeans and Jay Jays, to Myer.

However, analysts expect pleasing dividend income in the years ahead.

The forecast on CMC Markets suggests the business could pay an annual dividend per share of 79 cents in FY26. That translates into a potential grossed-up dividend yield of 6.5%, including franking credits.

In FY27, things could get even better for investors in the ASX dividend stock. It’s predicted to pay an annual dividend of 88.5 cents per share. That translates into a forward grossed-up dividend yield of 7.3%, including franking credits.

In the eyes of most investors focused on passive income, these potential future yields appear very promising.

Earnings growth potential

The business appears to have a promising future. Earnings growth pays for dividend growth.

Peter Alexander continues to go from strength to strength – in FY25, its sales increased 7.7% year over year. In the second half of FY25, sales rose by 9.2% year over year.

I’m particularly excited by the company’s expansion plans for the UK, where it recently launched its first few stores in prime London Shopping centres. The UK population is significantly larger than Australia’s, offering ample growth potential.

In Australia and New Zealand, the ASX dividend stock is already working on four new Peter Alexander stores and three relocations/expansions into larger formats in the first half of FY26. At least 15 additional opportunities have been identified for both new and larger-format stores in Australia and New Zealand.

While Smiggle sales have struggled since the COVID-19 pandemic, the decline in sales is improving and will hopefully return to growth sooner rather than later.

I’m excited by what Breville could deliver in the coming years – I’m a shareholder in this business myself. I think home coffee consumption can continue to grow, particularly in markets like China, South Korea and the Middle East, where Breville recently expanded.

According to the forecast on CMC Markets, the Premier Investments share price is valued at 16x FY26’s estimated earnings, which seems appealing to me.

The post 1 ASX dividend stock down 25% that I’d buy right now appeared first on The Motley Fool Australia.

More reading

• Macquarie names 16 potential ASX takeover targets

Motley Fool contributor Tristan Harrison has positions in Breville Group. 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 Myer and Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With markets bouncing between optimism and anxiety thanks to interest-rate uncertainty and questions around the strength of the global tech rally, it is easy to forget one simple truth.

That is that long-term investors don’t need perfect conditions, they just need great businesses.

And right now, the ASX is home to a handful of high-quality growth stars that continue to deliver through cycles, build global scale, and strengthen their competitive advantages year after year.

These aren’t speculative punts, they are proven, profitable, long-run compounders with enormous addressable markets.

If I had to pick three ASX growth shares to back for the next five years, these would be at the top of my list.

Life360 Inc. (ASX: 360)

Life360 has quietly become one of Australia’s most impressive global tech success stories. Its family safety app now reaches 91.6 million monthly active users, up 19% year on year, and its subscriber base continues to surge, with 2.7 million paying circles after adding a record 170,000 in the last quarter.

The company’s revenue momentum is equally impressive. In the third quarter of FY 2025, Life360 delivered US$124.5 million in total revenue. This was up 34% year on year, with subscription revenue rising at the same pace.

In addition, its adjusted EBITDA jumped 174% to US$24.5 million, while operating cash flow surged 319% to US$26.4 million. Annualised monthly revenue last stood at US$446.7 million, reflecting the growing value of its subscriber ecosystem.

With a massive global addressable market, new product opportunities, and US$457.2 million in cash, Life360 looks exceptionally well placed for another five years of strong, scalable growth.

Pro Medicus Ltd (ASX: PME)

Another ASX growth share that I would buy is Pro Medicus. Its Visage imaging platform has become the go-to choice for major hospitals and radiology groups across the United States, which is the most lucrative healthcare market in the world. Every new contract improves long-term revenue visibility thanks to multi-year, multi-million-dollar deals that scale with usage.

The company’s margins are among the highest on the ASX, and its capital-light model means much of its revenue flows straight through to profit and cash.

With radiology workloads rising, radiologist shortages, and hospitals under pressure to do more with less, Pro Medicus is positioned at the heart of a long-term digital transformation.

WiseTech Global Ltd (ASX: WTC)

Finally, WiseTech is a third ASX growth share I would buy. Its CargoWise platform is now used by many of the world’s largest freight forwarders and logistics groups, managing everything from international shipping to customs processes.

As supply chains become more complex and companies push for efficiency, automation, and transparency, WiseTech’s role becomes increasingly essential.

The company continues to expand globally through both organic growth and strategic acquisitions, adding new capabilities in areas such as customs software, compliance, and logistics optimisation. Its recurring revenue model, sticky customer relationships, and high margins give it the kind of long-term compounding profile growth investors love.

Over a five-year horizon, I believe WiseTech will be significantly larger than it is today.

The post 3 ASX growth stars I’d back for the next five years appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Monday
• What I’d buy first if the ASX share market fell 30%
• My plan of attack for the next share market crash
• Here are the top 10 ASX 200 shares today
• Why Gentrack, Kogan, Webjet, and WiseTech shares are pushing higher today

Motley Fool contributor James Mickleboro has positions in Life360, Pro Medicus, and WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360 and WiseTech Global. 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 Life360 and WiseTech Global. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Guzman y Gomez Ltd (ASX: GYG) shares hit an all-time low of $21.89 a piece at the close of the ASX on Friday afternoon. The share price fell 2.93% over the course of the day. This dragged the shares down 11.56% over the month and 45.14% lower than this time last year.

Why are Guzman y Gomez shares still tumbling?

There was no price-sensitive news out of the company last week. The downward trend of Guzman y Gomez shares is likely due to a continued slump in investor sentiment. The company’s two disappointing earnings updates this year significantly dented confidence.

In August, the restaurant operator reported its FY25 results. It revealed a 23% year-on-year increase in global reported sales. It also recorded a 45.5% increase in EBITDA, and a 151.8% surge in net profits after tax (NPAT). 

But investor optimism was dented by news of the comparable sales growth numbers in Australia. The company’s Australian business, which includes operations in Singapore and Japan, achieved 9.6% comparable sales growth, $1,168 million in network sales, and $66 million in segment underlying EBITDA. 

The company also revealed that its sales had risen just 3.7% in the seven weeks since 30 June, which was sharply below the 7.6% growth expected by the market. 

Earlier in the year, the Mexican fast-food service operator also posted disappointing H1 FY25 results. Whilst overall network sales rose 22.8% to $577.9 million, sales in the United States fell 12.7% to $4.9 million. Sales in the Australia segment rose 9.4% to $573 million. 

Guzman y Gomez has also recently been listed as one of the most shorted stocks on the ASX, with approximately 11.8% of its shares loaned out to hedge funds that are betting on the price to fall, according to data from the Australian Securities and Investments Commission. It is now the sixth most shorted stock in the market.

Is there any chance of an upside ahead?

Analyst sentiment about Guzman y Gomez shares is relatively divided. TradingView data shows that out of 12 analysts, 6 have a buy or strong buy rating on the stock, 3 have a hold rating, and the remaining 3 have a sell or strong sell rating.

However, the average target price is $28.41 per share, implying a potential 29.8% upside for investors over the next 12 months, as of the time of writing. 

Analysts at Macquarie recently initiated coverage on the stock with a slightly more bullish price target of $31.10. At the time of writing, that represents a potential 42.1% upside over the next 12 months. The broker said Guzman y Gomez’s current share price weakness is an attractive entry point for investors. Combined with bold expansion plans, Macquarie thinks the business can deliver strong earnings growth through to FY30. 

Morgans also has a buy rating on the shares and a $32.60 price target. At the time of writing, that implies a potential 48.9% over the next 12 months. 

The ASX 200 share has outlined plans to expand significantly in the next few years. If this comes to fruition, the current rock-bottom share price presents a fantastic opportunity to get into the stock for cheap.

The post Guzman y Gomez shares tumble to all-time low: Is there any upside ahead? appeared first on The Motley Fool Australia.

More reading

• These are the 10 most shorted ASX shares
• 3 ASX 200 stocks plumbing 52-week lows today
• These are the 10 most shorted ASX shares
• These are the 10 most shorted ASX shares
• Investing for the long-term? Here’s why Guzman Y Gomez shares are ‘hard to beat’

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