Some companies grow because their industries expand. Others grow because they take market share. And occasionally, you find businesses doing both at the same time.

When I look for ASX growth shares to buy and hold, those are the types of companies that catch my attention. Businesses with large opportunities ahead of them and business models that can scale over time.

Here are three growth shares that I think could potentially double by the end of the decade if things go right.

Life360 Inc (ASX: 360)

Most people first encounter Life360 as a simple family tracking app. Parents download it to keep an eye on their kids, and families use it to stay connected during busy days.

But what started as a basic utility has gradually evolved into something much bigger.

Life360 is building a global safety platform. Its app now combines location sharing, driving safety insights, crash detection, and emergency response services. Over time, the company has layered additional services on top of its core product, which is creating new ways to generate revenue from its large user base.

What makes the story interesting is the scale Life360 has already achieved. Almost 100 million monthly active users (MAUs) rely on the platform, but only a portion of them currently pay for premium features.

That creates a long runway for growth.

If the company can continue converting free users into paying subscribers while expanding its services through partnerships and new products, its revenue base could look very different by 2030.

Catapult Sports Ltd (ASX: CAT)

If you watch elite sport today, there’s a good chance the athletes on the field are wearing technology developed by Catapult.

The company produces wearable performance trackers that collect data during training and games. Teams use this information to analyse player workloads, improve performance, and reduce injury risks.

Over time, Catapult has quietly built relationships with hundreds of professional teams across the world. Its technology is now used in major leagues spanning football, rugby, cricket, basketball, and American sports.

But the real story is how the business model has evolved.

Catapult has increasingly shifted toward software and subscription services. Teams now rely on the company’s analytics platforms and video analysis tools, which generate recurring revenue and deeper integration into coaching and performance workflows.

As sport becomes more data-driven, these tools are becoming part of the standard infrastructure for professional teams. If Catapult continues expanding its software platform and increasing the value it delivers to teams, its revenue could grow significantly over the next several years.

Hub24 Ltd (ASX: HUB)

One of the biggest structural shifts in Australian financial services has been the rise of modern investment platforms.

Financial advisers increasingly rely on digital platforms to manage client portfolios, handle administration, and deliver reporting. This trend has been steadily reshaping the wealth management industry.

Hub24 has been one of the biggest winners from that shift.

The company has consistently focused on building a more advanced platform that helps advisers manage client portfolios more efficiently. Over time, this has helped it win business from both new advisers and those migrating away from older systems.

As more advisers adopt the platform, funds under administration continue to grow. That matters because the company earns fees based on the assets managed through its platform.

In other words, every dollar flowing onto the platform helps expand the company’s revenue base.

If structural growth in financial advice continues and Hub24 continues to capture market share, its funds under administration could expand significantly over the rest of the decade.

Foolish Takeaway

Life360, Catapult, and Hub24 all share one thing in common. Each is operating in a market where technology is reshaping how things are done.

Life360 is building a digital safety ecosystem for families. Catapult is helping transform how professional sport uses data. And Hub24 is modernising the infrastructure behind wealth management.

If these companies continue executing well and their industries keep evolving in their favour, I think they could deliver strong growth between now and 2030.

The post 3 ASX growth shares I think could double by 2030 appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Buy, hold, sell: Endeavour, Life360, and Lynas shares
• 2 of the best Aussie ASX 200 shares to buy and hold for 10 years
• 5 Australian stocks to buy and hold for the next 5 years
• Life360 shares crashed 18% this week: Is this a once-in-a-lifetime buying opportunity?

Motley Fool contributor Grace Alvino has positions in Hub24. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Catapult Sports, Hub24, and Life360. The Motley Fool Australia has positions in and has recommended Catapult Sports and Life360. The Motley Fool Australia has recommended Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Picking Aussie stocks that could surge in the near term is never easy. Markets are influenced by countless factors, and even strong businesses can go through periods where their share prices move sideways.

However, from time to time, certain stocks appear well-positioned for the next phase of growth. Right now, I think a couple of ASX names stand out as having the potential to deliver strong gains in 2026 if things go their way.

Here are two Aussie stocks that I believe investors may want to keep on their watchlists.

NextDC Ltd (ASX: NXT)

When investors think about artificial intelligence (AI), most of the attention goes to chipmakers and software companies. But one of the biggest beneficiaries could actually be the infrastructure providers that power the entire ecosystem.

That’s where NextDC fits in.

The company operates a growing network of high-performance data centres across Australia and the Asia-Pacific region. These facilities provide the critical power, cooling, connectivity, and security needed to run cloud platforms, enterprise IT systems, and increasingly AI workloads.

What makes the investment case compelling right now is the scale of demand that appears to be building.

NextDC recently reported strong half-year results, with total revenue rising 13% to $231.8 million and underlying EBITDA increasing to $115.3 million.

More importantly, the company’s contracted utilisation surged to 416.6MW, with a forward order book of 296.8MW expected to ramp into billing over FY26 to FY29.

In other words, a significant portion of future growth is already locked in.

Management also highlighted that strong demand from cloud providers, hyperscalers, and AI deployments is driving new capacity expansion and long-term customer commitments.

To me, this suggests the market may still be underestimating how large NextDC’s earnings could become over the next several years. With long-term contracts, expanding infrastructure, and a large pipeline of demand, the company appears well-positioned to benefit from the continued build-out of the digital economy.

Telix Pharmaceuticals Ltd (ASX: TLX)

The story around Telix Pharmaceuticals over the past year has been far less smooth.

Despite building a strong position in the fast-growing radiopharmaceuticals market, the company has experienced a number of regulatory setbacks and delays. That has weighed on sentiment and, in my view, kept the share price from reflecting the underlying potential of the business.

But this is where things could start to change.

Telix already has a commercial product on the market and continues to expand its pipeline of diagnostic and therapeutic radiopharmaceuticals targeting cancers such as prostate, kidney, and brain tumours.

The key issue over the past 12 months has largely been regulatory progress, particularly in the United States.

If the company can secure positive feedback or approvals from the US Food and Drug Administration for upcoming products or label expansions, the market’s perception of the business could shift quickly.

That’s why I see Telix as a potential re-rating candidate.

Healthcare companies often trade based on future pipeline value rather than current earnings alone. When a regulatory hurdle is cleared or a key trial result lands, sentiment can change very quickly.

With an expanding pipeline and a growing commercial footprint, Telix could be one of those companies that surprises investors if the regulatory outlook improves.

Foolish Takeaway

NextDC and Telix operate in very different industries, but both are tied to powerful long-term themes.

NextDC is helping build the infrastructure behind cloud computing and artificial intelligence, while Telix is developing next-generation cancer diagnostics and treatments.

Both businesses also have clear catalysts ahead. For NextDC, it is the conversion of its large contracted capacity pipeline into revenue and earnings. For Telix, it is progress with regulators and the continued expansion of its product portfolio.

If those catalysts fall into place, I think these two Aussie stocks could be well positioned to surge in 2026.

The post 2 Aussie stocks primed to surge in 2026 appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• 2 ASX 200 shares you’ll be glad you held for 10 years
• 3 ASX 200 shares to buy and hold for a decade or more
• 3 ASX shares down 25% or more that could roar back
• Leading brokers name 3 ASX shares to buy today

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

BlueScope Steel Ltd (ASX: BSL) shares have lived up to their reputation for volatility so far this year.

Two takeover approaches in January and February sent BlueScope shares swinging. Up on the initial interest, then tumbling as the market digested the company’s rejection of the offers as too low.

So far this year, BlueScope shares have surged 13.9% to $27.40 at the time of writing. Now that the dust is settling, investors want to know what’s next.

Final takeover bid insufficient

SGH Ltd (ASX: SGH) and its US counterpart Steel Dynamics Inc confirmed a best and final offer in February of $32.35 per share.

Management and the board of BlueScope called the offer insufficient to reflect the company’s long-term growth prospects and underlying asset value.

That decision has put the ball back in BlueScope’s court. Now, the steel company needs to prove that it can create more value organically than the takeover price suggested.

Jump in profits and sales

This year’s rally of BlueScope shares isn’t just about takeover talk. Operationally, management has improved resilience compared with past cycles. Tighter cost control, a better product mix, and a focus on higher-value steel products have helped smooth earnings volatility.

Last month, BlueScope shares posted a 4% lift in sales revenue to $8,224 million. It also reported a 118% jump in net profit after tax (NPAT) to $390.8 million for the six months ended 31 December 2025.

Special dividend and share buyback

Dividend income remains a key strength for BlueScope shares. The company has built a track record of attractive yields, supported by strong cash flow from its integrated operations.

At a time when reliable income is harder to find, consistent payouts from a large industrial with pricing power can be a strong drawcard for investors. In January, the board declared a $1 per share unfranked special dividend, returning $438 million in surplus cash to shareholders.

The company also announced a share buyback of up to $310 million and lifted its annual ordinary dividend target to $1.30 per share for calendar year 2026.

Downturns squeeze margins

That said, risks are real. Steel markets are cyclical, closely tied to global economic activity, commodity prices, and industrial demand. Downturns in construction or manufacturing can squeeze margins quickly. Geographic exposure, especially in North America and Asia, also introduces currency and trade risk.

Environmental and regulatory pressures add another layer of complexity. Steel production is energy-intensive and subject to emissions constraints. BlueScope has taken steps toward decarbonisation, but transitioning legacy assets and managing compliance costs will be ongoing challenges.

What next for BlueScope shares?

Sentiment has been mixed but generally constructive. From here, the outlook for BlueScope shares hinges on two things.

First, whether further takeover interest emerges, which could push shares higher or at least provide a valuation floor. Second, whether operating conditions stay supportive enough to justify BlueScope’s richer valuation even without a deal.

For now, analysts remain broadly positive.

Most rate BlueScope shares a buy or strong buy. The average 12-month price target sits around $31.90, with bullish forecasts reaching $35. This suggests up to 28% upside from the $27.40 price at the time of writing.

The post What’s next for BlueScope shares after takeover drama? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• 3 ASX dividend stocks I think every Aussie should own
• BlueScope shares on the slide as takeover again rebuffed
• SGH Ltd confirms $32.35 per share BlueScope bid
• BlueScope Steel books strong 1H FY26 profit and dividend surge

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 recommended Steel Dynamics. 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.

Earnings season is done and dusted, but scores of S&P/ASX All Ords Index (ASX: XAO) shares are yet to trade ex-dividend.

For you to be entitled to a stock’s next dividend, you must own it before its ex-dividend date.

Here are some of the ASX shares going ex-dividend next week.

ASX shares with ex-dividend dates next week

ASX share	Ex-dividend date	Dividend amount	Pay day
Alcoa Corporation CDI (ASX: AAI)	9 March	9.8 cents per share	26 March
Nine Entertainment Co Holdings Ltd (ASX: NEC)	9 March	4.5 cents per share	23 April
Ramsay Health Care Ltd (ASX: RHC)	9 March	42.5 cents per share	26 March
Coles Group Ltd (ASX: COL)	10 March	41 cents per share	30 March
News Corporation (ASX: NWS)	10 March	10 cents per share	8 April
CSL Ltd (ASX: CSL)	10 March	$1.837 per share	9 April
Dusk Group Ltd (ASX: DSK)	10 March	4 cents per share	25 March
Adairs Ltd (ASX: ADH)	10 March	5.5 cents per share	7 April
Generation Development Group Ltd (ASX: GDG)	10 March	1 cent per share	1 April
Iress Ltd (ASX: IRE)	10 March	13 cents per share	8 April
Helia Group Ltd (ASX: HLI)	10 March	83 cents per share	26 March
Qantas Airways Ltd (ASX: QAN)	10 March	19.8 cents per share	15 April
Vault Minerals Ltd (ASX: VAU)	10 March	7 cents per share	8 April
COG Financial Services Ltd (ASX: COG)	10 March	3.5 cents per share	15 April
Breville Group Ltd (ASX: BRG)	11 March	19 cents per share	27 March
Brambles Ltd (ASX: BXB)	11 March	32.7 cents per share	9 April
Cleanaway Waste Management Ltd (ASX: CWY)	11 March	3.4 cents per share	16 April
Australian Clinical Labs Ltd (ASX: ACL)	12 March	3.7 cents	31 March
SRG Global Ltd (ASX: SRG)	12 March	3 cents per share	10 April
Pepper Money Ltd (ASX: PPM)	12 March	7.8 cents per share	16 April
Regis Resources Ltd (ASX: RRL)	12 March	15 cents per share	8 April
Inghams Group Ltd (ASX: ING)	12 March	4 cents per share	2 April
McMillan Shakespeare Ltd (ASX: MMS)	12 March	62 cents per share	27 March
Regis Healthcare Ltd (ASX: REG)	12 March	9 cents per share	9 April
Kogan.com Ltd (ASX: KGN)	12 March	8 cents per share	30 April
Viva Energy Group Ltd (ASX: VEA)	12 March	3.9 cents per share	31 March
AUB Group Ltd (ASX: AUB)	12 March	27 cents per share	2 April
Super Retail Group Ltd (ASX: SUL)	12 March	32 cents per share	2 April
Perpetual Ltd (ASX: PPT)	12 March	59 cents per share	7 April
CAR Group Ltd (ASX: CAR)	13 March	42.5 cents per share	13 April
Guzman y Gomez Ltd (ASX: GYG)	13 March	7.4 cents per share	31 March
WiseTech Global Ltd (ASX: WTC)	13 March	9.6 cents per share	10 April

The post 32 ASX shares about to go ex-dividend appeared first on The Motley Fool Australia.

More reading

• Broker names 3 ASX 200 shares to buy in March
• Here are the top 10 ASX 200 shares today
• 2 ASX 200 blue chip shares that could rise 50%
• Why CSL shares are rebounding today after falling to an 8-year low
• Why Endeavour, Lindian, Magellan, and WiseTech shares are storming higher today

Motley Fool contributor Bronwyn Allen has positions in Alcoa and Dusk Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Adairs, CSL, Kogan.com, Super Retail Group, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Adairs, Super Retail Group, and WiseTech Global. The Motley Fool Australia has recommended Aub Group, CAR Group Ltd, CSL, Generation Development Group, Kogan.com, McMillan Shakespeare, Nine Entertainment, and Srg Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

A new month often gives investors a reason to revisit their portfolios and think about where to put fresh money to work.

For those who prefer a simple approach, exchange-traded funds (ETFs) can be a great way to build diversified exposure to global markets without needing to pick individual stocks.

If I had $2,000 to invest in Vanguard ETFs right now, these are two I would consider.

Vanguard FTSE Asia Ex-Japan Shares Index ETF (ASX: VAE)

Asia is home to some of the world’s fastest-growing economies, and I think many long-term investors remain underexposed to the region.

The Vanguard FTSE Asia Ex-Japan Shares Index ETF provides broad access to major markets across Asia, including China, Taiwan, India, South Korea, and Southeast Asia.

Through a single ETF, investors gain exposure to hundreds of stocks operating across industries such as technology, financials, manufacturing, and consumer goods.

Many of the world’s most important semiconductor manufacturers, technology suppliers, and emerging consumer brands are based in this part of the world. As incomes rise and digital adoption continues to grow across the region, these businesses could benefit from powerful structural tailwinds over time.

For investors aiming to build a globally diversified portfolio, adding some exposure to Asia can help balance the heavy weighting that many portfolios already have toward the United States and Australia.

Vanguard US Total Market Shares Index AUD ETF (ASX: VTS)

While global diversification is important, it’s also hard to ignore the scale and innovation coming from the United States.

The Vanguard US Total Market Shares Index ETF gives investors exposure to thousands of companies across the entire US share market. That includes the mega-cap technology giants most investors are familiar with, but also mid-sized and smaller companies that help drive the broader US economy.

The US market remains home to many of the world’s most influential businesses across technology, healthcare, consumer brands, and financial services. It is also one of the most innovative economies globally, with companies consistently investing in new technologies and industries.

By investing in the Vanguard US Total Market Shares Index ETF, investors gain exposure to this enormous and dynamic market through a single ETF.

Foolish Takeaway

If I were allocating $2,000 today, I’d consider spreading the investment evenly across both of these Vanguard ETFs.

That approach would provide exposure to both developed and emerging markets, combining the strength of the US economy with the long-term growth potential of Asia.

Overall, for investors looking to build a diversified global portfolio, I think these two Vanguard ETFs could be a simple place to start.

The post Where to invest $2,000 in Vanguard ETFs in March appeared first on The Motley Fool Australia.

More reading

• The easy way to invest globally is with these ASX ETFs
• How I’d Invest $25,000 in Vanguard ETFs today
• I think these Vanguard ETFs are standout buys today
• 3 top ASX ETFs to buy and hold in an SMSF
• 2 Vanguard ETFs to buy and hold forever

Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has 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 uranium shares, including Paladin Energy Ltd (ASX: PDN) and Boss Energy Ltd (ASX: BOE), look well placed to deliver outsized returns over the next several years.

That’s according to the team at Shaw and Partners.

Both Paladin and Boss Energy shares are already off to a strong start in 2026.

Year to date at the time of writing, the Paladin share price is up 28.3%, while Boss Energy shares have gained 14%. That compares to a 1.1% gain posted by the All Ordinaries Index (ASX: XAO) over this same period.

Why ASX uranium shares could charge higher from here

In a new report, Uranium Super-Cycle, Shaw and Partners recommends investors hold an overweight position in ASX uranium shares.

The broker expects that “a growing disconnect” between global uranium supply and long-term nuclear demand will see a big uptick in uranium prices, which should help lift profits for producers like Boss Energy and Paladin.

Uranium was recently trading for around US$88 per pound, after hitting a two-year high of $101 per pound on 29 January.

But citing structural supply deficits, accelerating nuclear demand, and tightening fuel contracting cycles, Shaw and Partners expects nuclear fuel to surge to US$200 per pound.

In the new report, the broker now forecasts a uranium spot price of US$175 per pound in 2027, up from its prior forecast of US$150 per pound. And in 2028, Shaw and Partners expects uranium will fetch US$200 per pound, up from the prior forecast of US$150 per pound.

Why the uranium price could more than double by 2028

Shaw and Partners’ bullish outlook on the price of the nuclear fuel, and the resulting expected strength of ASX uranium shares, follows on what it called a “sharp market signal” when uranium spiked from US$85 per pound to US$102 per pound in only three days at the end of January.

Andrew Hines, head of research at Shaw and Partners, said this big move shows just how sensitive the uranium market is to incremental buying pressure.

According to Hines:

The January spike demonstrated how quickly this market can reprice. A relatively modest amount of financial buying was enough to move the spot price materially. If utilities return to the term market in size, we believe the upside move could be significant.

Shaw and Partners noted that global nuclear capacity currently consumes some 180 million pounds of uranium a year. That’s significantly more than the existing mine production of around 150 million pounds a year.

And bringing more uranium to the market isn’t something the miners can do overnight.

“On paper there are new projects slated for development, but in practice these are technically complex, capital intensive and often in challenging jurisdictions,” Hines said.

Atop Paladin and Boss Energy, Shaw and Partners’ preferred exposure to ASX uranium shares includes:

• Bannerman Energy Ltd (ASX: BMN), whose shares are up 28.6% year to date
• NexGen Energy Ltd (ASX: NXG), whose shares are up 24.5% year to date
• Peninsula Energy Ltd (ASX: PEN), whose shares are down 3.3% year to date

“The narrative around nuclear has shifted decisively,” Hines said. “Energy security, decarbonisation and AI-driven power demand are converging. Nuclear is no longer a fringe solution. It is becoming central to energy policy.”

The post Why ASX uranium shares like Paladin and Boss Energy could be set to rocket appeared first on The Motley Fool Australia.

More reading

• One uranium stock to buy and one to sell, according to Macquarie
• How much upside is there in Paladin Energy shares?
• Why the Paladin share price is sinking 9% today
• Buy, hold, sell: Bannerman, CBA, and Telstra shares
• Why Boss Energy, Lindian, Magellan, and New Hope shares are rising today

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.

February was a busy month for brokers with countless results releases hitting the wires.

Three ASX 200 shares that Morgans is bullish on after reviewing their results are named below. Here’s what the broker is saying about them:

ARB Corporation Ltd (ASX: ARB)

Morgans remains positive on this 4×4 auto parts company and believes that a return to growth is coming in FY 2027.

In light of this, the broker thinks investors should be buying this ASX 200 share while its shares are down in the dumps. It has put a buy rating and $31.85 price target on them. It said:

ARB’s 1H26 result was pre-released (sales -1%; PBT -16%) and we saw limited incremental information today that justified the sharp share price fall. Exports remain the highlight, as the US delivered +26% growth with ARB product sales through the ORW/4WP network up +100% LFL, the UK returned to growth (+5%), and management expressed confidence EMEA headwinds are behind them with the orderbook tracking well ahead of pcp.

Within Aftermarket, network expansion, the new e-commerce platform, new product cycles and the Ford partnership provide levers to help offset a slower start to industry volumes. FY26 reflects a base year for ARB and we remain positive on a resumption of sustainable growth in FY27. We view ~18x FY27F PE as undemanding relative to ARB’s market leadership, strong balance sheet and ongoing US execution. BUY.

Domino’s Pizza Enterprises Ltd (ASX: DMP)

Another struggling ASX 200 share that Morgans is positive on is pizza chain operator Domino’s Pizza.

While there is still a lot of work to be done, the broker is pleased with the action that management is taking. In light of this, it has retained its buy rating and $25.00 price target on Domino’s shares. It said:

1H26 marks a clear strategic reset for DMP, with management prioritising a more profitable operating model over near-term volume. SSS was hard to digest, below expectations, but the balance of new information was encouraging, underpinned by a 4.5% lift in franchisee profitability and further cost-out opportunities. We believe early actions from the new leadership team are directionally sound, although this is a multi-year turnaround and proof of execution is still required.

Returning economics to franchisees is a prerequisite for improved sales momentum and store roll-outs, meaning shareholders may need to be patient, but the prize is there if the strategy is delivered. BUY maintained with an unchanged target price of $25.00.

Generation Development Group Ltd (ASX: GDG)

This alternative investment company could be an ASX 200 share to buy according to Morgans.

After releasing an impressive half-year result that was ahead of expectations, the broker retained its buy rating with a $6.66 price target. It said:

GDG’s 1H26 group underlying NPAT (A$20.1m, +63% on the pcp), was in line with MorgansF and +5% above Visible Alpha consensus (A$19.3m).    We acknowledge the change in divisional reporting made this a messy result, albeit it was more straightforward than we envisaged, and largely as expected across the board. Positive commentary on potential Evidentia mandates dropping this quarter was arguably our key takeaway, and this could provide a catalyst at the 3Q26 update (if management can deliver as promised). We lower our GDG FY26F/FY27F EPS by -1%/-6%.

Changes to our forecasts reflect a broad review of our earnings assumptions, and re-modelling per GDG’s new reporting structure. Our PT falls to A$6.66 (previously A$7.97). We believe GDG has a great story, and management has executed well over time. With the stock trading at a >20% discount to our TP, we maintain our Buy call.

The post Broker names 3 ASX 200 shares to buy in March appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• These are the 10 most shorted ASX shares
• Here are the top 10 ASX 200 shares today
• What are the experts saying about Domino’s Pizza, Wisetech, and Woolworths shares?
• Are Domino’s shares a buy, sell or hold after its half-year result?

Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended ARB Corporation and Domino’s Pizza Enterprises. The Motley Fool Australia has recommended ARB Corporation, Domino’s Pizza Enterprises, and Generation Development Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It was a day of recovery for the S&P/ASX 200 Index (ASX: XJO) and many ASX shares this Thursday. After enduring two of the worst drops investors have seen in months on Tuesday and yesterday, the ASX 200 rebounded slightly today, rising 0.44%. That gain leaves the index at 8,940.3 points.

This tentatively positive session for the local markets comes after a bullish morning on Wall Street.

The Dow Jones Industrial Average Index (DJX: .DJI) recovered well, despite an initial dip, gaining 0.49%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) did even better, enjoying a 1.29% rise.

But let’s get back to ASX shares now and dig a little deeper into what was going on amongst the various ASX sectors this session.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

More reading

• Can the DroneShield share price reach its all-time high again?
• Why is the Magellan share price up 10% today?
• 3 ASX growth stocks primed to rocket in 2026
• Why Endeavour, Lindian, Magellan, and WiseTech shares are storming higher today
• 3 excellent Australian tech stocks to buy before they rebound

Motley Fool contributor Sebastian Bowen 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, DroneShield, Telix Pharmaceuticals, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Catapult Sports and WiseTech Global. The Motley Fool Australia has recommended Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The DroneShield Ltd (ASX: DRO) share price is bouncing back strongly in late afternoon trade on Thursday.

At the time of writing, shares in the counter-drone technology company are up 9.23% to $3.67.

The recovery follows two sharp declines earlier this week. DroneShield shares fell 7.18% on Wednesday and dropped 6.22% on Tuesday, sparking concerns that the recent rally may have run out of steam.

Even after those losses, the defence technology stock remains one of the standout performers on the ASX over the past year.

But with the stock still well below its record high of $6.71 reached in October 2025, investors may be wondering if it can return there.

Let’s take a closer look.

The fundamentals remain strong

DroneShield specialises in counter-drone technology, providing systems that detect and disable hostile drones using radio frequency and electronic warfare solutions.

Demand for these systems has been growing rapidly as militaries and governments respond to the rising threat of low-cost drones in modern conflicts.

The company recently announced 6 new contracts worth $21.7 million to supply counter-drone systems, spare kits, and software to a Western military customer.

This follows strong full-year results for FY 2025.

DroneShield reported revenue of $216.5 million, representing 276% growth year on year. The company also delivered positive EBITDA of $4.5 million, compared with a loss the year before.

Management also highlighted a sales pipeline of approximately $2.3 billion, suggesting strong demand ahead.

Broker Bell Potter remains positive on the company and has retained a buy rating with a price target of $4.80.

Based on the current share price, the potential upside is roughly 30% over the next 12 months.

What does the chart say?

Looking at the technical side, DroneShield shares appear to be attempting a rebound after the recent pullback.

The stock is currently trading around the middle of its Bollinger Bands, which often indicates a neutral momentum phase following a short-term correction.

The relative strength index (RSI) sits around the mid-50s, suggesting the stock is neither overbought nor oversold.

Looking at key levels, the $3.30 to $3.40 region appears to be forming near-term support, which aligns with the lows reached during this week’s sell-off.

On the upside, the next resistance level sits around $4, followed by a stronger barrier near $4.80, which coincides with Bell Potter’s price target.

If the stock can break through those levels, momentum traders may begin looking back toward the previous record high near $6.71.

Foolish bottom line

DroneShield remains a volatile stock, and sharp swings are likely to continue given the nature of defence contracts and investor sentiment.

However, with defence spending rising globally and counter-drone technology becoming increasingly important, the long-term growth opportunity for DroneShield remains significant.

The post Can the DroneShield share price reach its all-time high again? appeared first on The Motley Fool Australia.

More reading

• $10,000 invested in DroneShield shares 12 months ago is now worth…
• 3 ASX 200 shares to buy and hold for a decade or more
• Here are the top 10 ASX 200 shares today
• These ASX defence stocks are rallying. Is it too late to buy?
• Why DroneShield shares soared in February and are rocketing into March

Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield. 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.

Blue chip ASX 200 shares often have a reputation of delivering slow and steady returns.

But that isn’t always the case.

For example, the two blue chip shares named below are currently being tipped to rise by almost 50% by analysts at Morgans.

Here’s what they are recommending to clients this month:

Flight Centre Travel Group Ltd (ASX: FLT)

The team at Morgans is positive on travel agent giant Flight Centre and believes it could be an ASX 200 blue chip share to buy now.

It has put a buy rating and $18.05 price target on its shares, which suggests that upside of almost 50% is possible between now and this time next year.

The broker was pleased with its half-year results, which were better than feared, and highlights the low multiples that Flight Centre’s shares trade on. It said:

FLT’s 1H26 NBPT was up 4.1%, a beat on guidance for a flat result. The Corporate result was the highlight with NPBT was up 20%, while Leisure was better than feared down only 4%. The 3Q26 is off to a strong start and importantly Leisure is back in growth.

FY26 guidance was reiterated. We have made minor upgrades to our forecasts. FLT’s fundamentals remain attractive (FY27 PE of 10.6x) and we retain a Buy recommendation with a new A$18.05 price target.

Iress Ltd (ASX: IRE)

Morgans also thinks that this financial technology company could be an ASX 200 blue chip share to buy.

In response to its full-year results last month, the broker upgraded Iress’ shares to a buy rating with a $10.95 price target.

This implies potential upside of almost 50% for investors over the next 12 months. It said:

IRE delivered a solid FY25 result with underlying EBITDA of A$136.2m, +4.7% ahead of our estimate, and the group’s FY25 guidance range. Divisionally each segment delivered solid EBITDA growth half on half, with APAC Wealth up +24.5%, UK Wealth +46%, and GTMD +8.6%. FY26 Cash EBITDA guidance (underlying EBITDA less capex) was provided at A$116-126m (representing 15-26% growth YoY).

IRE flagged that capex for FY26 will remain in line with FY25, which implies further operating leverage is expected. We upgrade our underlying EBITDA forecasts by +5-6%, which sees our price target increase to $10.95 from $10.50. With over 50% implied TSR, we move to a BUY rating from ACCUMULATE.

The post 2 ASX 200 blue chip shares that could rise 50% appeared first on The Motley Fool Australia.

More reading

• 5 ASX dividend shares to buy for income in 2026
• 1 Australian dividend stock down 25% to buy now and hold for years
• 2 ASX shares highly recommended to buy: Experts
• These are the 10 most shorted ASX shares
• Morgans just upgraded these ASX shares to buy ratings

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 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.