Stock Pick

  • I was on a United flight that made an emergency landing. After I saw smoke out the window, I sent goodbye texts.

    Vincent Goh saw smoke coming from the plane.
    Vincent Goh saw smoke coming from the plane before it turned back to return to SFO.

    Vincent Goh

    • United Airlines flight 869 made an emergency landing because of a burning smell in the cabin.
    • Passenger Vincent Goh sent goodbye messages to his friend when he saw smoke billowing from the plane.
    • After the emergency landing, he had a hearty meal and a glass of red wine to unwind.

    This as-told-to essay is based on a conversation with Vincent Goh, a 25-year-old working in the Bay Area for a Cantonese publishing house, who was on United flight 869 when it made an emergency landing at SFO. It has been edited for length and clarity.

    I was on my way to Hong Kong for business, just as I had done three times in the past six months. But smoke coming from the plane had me thinking this would be my last flight.

    The flight was already very delayed. I was one of the last to board.

    It was then delayed for another hour. The crew said the plane was overweight, and they were taking luggage off it.

    I was glued to my phone after takeoff, with my headphones in. I started getting a bit hungry, so I looked up, but I didn't see a flight attendant bringing out the food.

    Then I looked to my left to look out the window — I was in the middle seat — and saw lots of smoke coming out of the plane. It looked crazy.

    As soon as I saw that, I took off my headphones and I started listening to the crew. The pilot said something about smoke and that the plane would be returning to SFO.

    Passengers around me were talking to each other and looked anxious. I heard a person say in Chinese, "Are we fucked?"

    I sent my friend in San Francisco what I thought would be my last message. I told her how to contact my family. I never talk to my family, but if something happened to me, I told her to contact them.

    I was sitting very close to the gas tank. Imagine taking off your earphones, hearing that there is smoke coming from the flight, and being able to see the smoke it's releasing. I was terrified.

    We got back to SFO soon after, and people immediately stood up when the plane landed. The pilot told them to sit down.

    We got off the plane OK. But I could not find any information counter for United, so I wandered around the airport for an hour, then ended up going to the United lounge for answers.

    I was given a $15 meal coupon as compensation. If you've eaten at SFO, you know $15 is not enough for a meal here. I decided to get a good meal after the ordeal — fries and a chicken sandwich, with a glass of red wine, which came up to $35 after redeeming the voucher.

    Vincent Goh's meal after his plane made an emergency landing at SFO.
    Vincent Goh's meal after his plane made an emergency landing at SFO.

    Vincent Goh

    I've been waiting for the next flight for three hours. It keeps getting delayed.

    I'm not in a hurry because it's not an urgent trip. It's Thanksgiving, so I took some time off for myself and decided to fly in ahead of schedule.

    But if it were another trip with a tighter schedule, it might have really affected me.

    Representatives for United Airlines told Business Insider that the flight, a Boeing 777 aircraft carrying 336 passengers and 15 crew members, returned to SFO "to address a burning rubber smell in the cabin."

    Read the original article on Business Insider

  • Here are the top 10 ASX 200 shares today

    Top ten gold trophy.

    It was another red day for the S&P/ASX 200 Index (ASX: XJO) this Wednesday, albeit nowhere near as punishing as yesterday’s clanger. By the time trading wrapped up this session, the ASX 200 had drifted another 0.25% lower. That leaves the index at 8,447.9 points.

    This disappointing hump day for the local markets follows a far more negative morning over on Wall Street.

    The Dow Jones Industrial Average Index (DJX: .DJI) again found itself in a tailspin, shedding another 1.07%.

    It was slightly worse again for the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC), which dropped 1.21%.

    But let’s return to ASX shares now and take a deeper look at what was happening amongst the various ASX sectors this Wednesday.

    Winners and losers

    Despite the broader market’s fall, there were still a few sectors that powered ahead today. But more on those in a moment.

    Firstly, it was financial shares that suffered the most. The S&P/ASX 200 Financials Index (ASX: XFJ) had cratered by another 1.19% by the closing bell.

    Utilities stocks were not popular either, with the S&P/ASX 200 Utilities Index (ASX: XUJ) diving 0.52%.

    Tech shares endured another rough day as well. The S&P/ASX 200 Information Technology Index (ASX: XIJ) shrank by 0.5% this session.

    Industrial stocks didn’t hold up, illustrated by the S&P/ASX 200 Industrials Index (ASX: XNJ)’s 0.37% dip.

    Coming in next were consumer staples shares. The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) couldn’t quite hold its value this Wednesday, slumping 0.26%.

    We could say the same for communications stocks, with the S&P/ASX 200 Communication Services Index (ASX: XTJ) sliding 0.16% lower.

    Healthcare shares were our last losers. The S&P/ASX 200 Healthcare Index (ASX: XHJ) ended up slipping 0.13%.

    Let’s turn to the winners now. It was gold stocks that rebounded most spectacularly today, as evidenced by the All Ordinaries Gold Index (ASX: XGD)’s 2.34% surge.

    Energy shares ran fairly hot, too. The S&P/ASX 200 Energy Index (ASX: XEJ) saw its value soar 0.86% higher.

    Mining stocks managed to pull off a win as well, with the S&P/ASX 200 Materials Index (ASX: XMJ) lifting 0.67% this Wednesday.

    Real estate investment trusts (REITs) performed identically. The S&P/ASX 200 A-REIT Index (ASX: XPJ) also rose 0.67%.

    Finally, consumer discretionary shares managed to stick the landing, as you can see from the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) sinking 1.33%.

    Top 10 ASX 200 shares countdown

    Today’s best index stock came in as investment manager GQG Partners Inc (ASX: GQG). GQG stock shot up a healthy 9.06% to finish at $1.63. Investors seem to be continuing to buy this company following an investor presentation on Monday afternoon.

    Here’s how the other top shares from today pulled up at the kerb:

    ASX-listed company Share price Price change
    GQG Partners Inc (ASX: GQG) $1.63 9.06%
    Lynas Rare Earths Ltd (ASX: LYC) $15.44 5.61%
    Westgold Resources Ltd (ASX: WGX) $5.66 4.62%
    Catalyst Metals Ltd (ASX: CYL) $7.26 4.46%
    Light & Wonder Inc (ASX: LNW) $142.00 4.43%
    Greatland Resources Ltd (ASX: GGP) $7.69 3.36%
    Bellevue Gold Ltd (ASX: BGL) $1.23 2.93%
    Genesis Minerals Ltd (ASX: GMD) $6.35 2.92%
    Sonic Healthcare Ltd (ASX: SHL) $21.49 2.87%
    Northern Star Resources Ltd (ASX: NST) $25.59 2.85%

    Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

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

    Should you invest $1,000 in GQG Partners Inc. right now?

    Before you buy GQG Partners Inc. 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 GQG Partners Inc. 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…

    See the 5 Stocks

    * Returns as of 18 November 2025

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    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 Light & Wonder Inc. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. The Motley Fool Australia has recommended Gqg Partners, Light & Wonder Inc, and Sonic Healthcare. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Why Ord Minnett is bullish on these ASX shares

    a man leans back in his chair with his arms supporting his head as he smiles a satisfied smile while sitting at his desk with his laptop computer open in front of him.

    There are a lot of ASX shares to choose from on the Australian market.

    To narrow things down, let’s take a look at three that Ord Minnett is bullish on right now.

    Here’s what it is recommending:

    Brazilian Rare Earths Ltd (ASX: BRE)

    If you are looking for rare earths exposure, Ord Minnett thinks that Brazilian Rare Earths could be the way to do it. Though, only if you have a high tolerance for risk. The broker has put a speculative buy rating and $6.30 price target on its shares.

    It believes the company is well-placed to monetise its rare earth discoveries and bauxite resources. It said:

    Its shares have climbed 145% since 20 August but we expect there is much more to come as it progresses plans to monetise its rare earth discoveries and bauxite resources. Carester are the French REO experts also assisting Iluka Resources (ILU) with technical advice for its Eneabba refinery. Carester is also building the France–Japan Caremag refinery in France using feedstock of recycled magnets and rare earth oxide (REO) concentrates, which is due to start in late 2026. ‍ Brazil Rare Earths’ provincial-scale tenements in Brazil include multiple rare earth deposits and 568 million tonnes(Mt) of bauxite, including 98Mt of direct shipping ore (DSO).

    Siteminder Ltd (ASX: SDR)

    Another ASX share that has caught the eye of Ord Minnett is travel technology company Siteminder. It has put a buy rating and $7.97 price target on its shares.

    The broker feels that the market is seriously undervaluing its shares at current levels. It explains:

    The SiteMinder investor day led Ord Minnett to reiterate its view that the current share price reflects a ‘ground zero’ view of the future. In other words, the market is attributing little or no value to the potential upside from the Channels Plus (C+) and Dynamic Revenue Plus (DRP) products. We consider this approach unwise given the weight of industry feedback we have received over the last 18 months.

    Universal Store Holdings Ltd (ASX: UNI)

    A third ASX share that has been given the thumbs up by its analysts is Universal Store. Ord Minnett has an accumulate rating and $9.60 price target on its shares.

    It feels its shares are good value given its positive growth outlook. The broker said:

    Ord Minnett cut its EPS forecasts for FY26–28 by 4–6% to reflect management’s guidance that sales comparisons will become more challenging in the remainder of FY26, and that Universal will continue to reinvest in the business, prioritising long-term growth over short-term profits. The company’s price-to-earnings ratio is in line with the average listed ASX retailer. ‍With a $17 million net cash position, expected 10% per annum EPS growth over two years, and further market share opportunities as competitors exit, we retain a Accumulate rating on Universal. Our price target falls to $9.60 from $9.80 to reflect the EPS downgrades.

    The post Why Ord Minnett is bullish on these ASX shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Brazilian Rare Earths right now?

    Before you buy Brazilian Rare Earths 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 Brazilian Rare Earths 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…

    See the 5 Stocks

    * Returns as of 18 November 2025

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

  • Databricks CEO says AGI is already here — and Silicon Valley just keeps moving the goalposts

    Ali Ghodsi, CEO of Databricks
    Databricks CEO Ali Ghodsi says AGI is already here, but the tech industry is raising the bar on superintelligence.

    Courtesy Databricks

    • Databricks CEO says the industry has already achieved AGI — AI that can reason like a human.
    • Silicon Valley invented superintelligence to raise the bar, Ali Ghodsi said.
    • But the fixation with superintelligence is "misdirected," and AGI is good enough for companies, he said.

    Databricks CEO says we already have artificial general intelligence. Silicon Valley just refuses to admit it.

    Ali Ghodsi said at Goldman Sachs' Communicopia + Technology Conference in September that AI chatbots already meet the definition of AGI — AI that can reason like a human — that researchers used a decade ago.

    "Everybody would say yes, but we kept moving the goalposts," Ghodsi said in the discussion, which was published Tuesday.

    "Since we kind of achieved it, let's come up with something even bigger," he added, referring to the push toward superintelligence — AI that can reason far smarter than humans.

    Ghodsi, who holds a doctorate in computer science, said the industry's goal of superintelligence is nowhere close using today's techniques. He also said the fixation with superintelligence is "misdirected," adding that building systems to outsmart the world's brightest minds isn't what companies actually need.

    AGI "has everything we need to be able to automate and build the agents," he said. "We just need to do the boring work," he added.

    San Francisco-based Databricks raised $1 billion in September, which valued the company at over $100 billion.

    Ghodsi said at the conference that the era of giant leaps from AI models has slowed. The scaling laws that powered the last several years of AI progress have clearly "come to a stop," and newer systems like OpenAI's GPT-5 and Anthropic's Claude 4 aren't delivering massive improvements.

    "It's getting harder and harder to get value out of the next pre-trained giant model," he said.

    The debate on superintelligence

    Ghodsi's comments come as the industry splits over whether building artificial superintelligence is even desirable.

    Microsoft AI CEO said on an episode of the "Silicon Valley Girl Podcast" published Saturday that artificial superintelligence should be treated as an "anti-goal."

    Superintelligence "doesn't feel like a positive vision of the future," said Mustafa Suleyman. "It would be very hard to contain something like that or align it to our values."

    Suleyman, who cofounded DeepMind before moving to Microsoft, said his team is instead aiming for what he calls "humanist superintelligence" — one that is grounded in human interest and values.

    Other tech leaders are determined to achieve superintelligence.

    OpenAI CEO Sam Altman said earlier this year that the company is building toward superintelligence, not stopping at AGI.

    "Superintelligent tools could massively accelerate scientific discovery and innovation well beyond what we are capable of doing on our own, and in turn massively increase abundance and prosperity," Altman said in January.

    Altman said in an interview in September that he would be very surprised if the industry had not reached superintelligence by 2030. Altman has long described AGI as OpenAI's central mission.

    Google DeepMind's cofounder, Demis Hassabis, has put forward a similar timeline. He said in April that AGI could arrive "in the next five to 10 years," describing a future where AI systems understand the world "in very nuanced and deep ways" and are woven into everyday life.

    Read the original article on Business Insider

  • Ukraine’s ATACMS strikes against Russia are officially back after months of delays

    An ATACMS is on display in an expo hall for Rheinmetall's new plant.
    An Army Tactical Missile System (ATACMS) is displayed at a new Rheinmetall plant in Germany.

    Annegret Hilse/REUTERS

    • Ukraine confirmed on Tuesday that it used US-made ATACMS missiles in a strike on Russian territory.
    • It follows months of delays and US policy uncertainty on how Ukraine can use the long-range missiles.
    • Ukraine's General Staff said the ATACMS strikes would continue.

    Ukraine said on Tuesday that it targeted Russian territory with US-made ATACMS, in its first public announcement of such a strike since the second Trump administration began.

    The General Staff of Ukraine's armed forces did not provide further details of the attack, only saying that the long-range missiles were used in a "precision strike."

    "The use of long-range strike capabilities, including systems such as ATACMS, will continue," its Tuesday statement said.

    Army Tactical Missile Systems, or ATACMS, are powerful ground-launched missiles with a maximum range of about 190 miles.

    They are typically fired through the M142 High Mobility Artillery Rocket System or M240 Multiple Launch Rocket System launchers, both of which Ukraine possesses.

    Several Russian Telegram channels have published footage of air defense systems being activated over the Voronezh region, but Business Insider could not independently verify the target area of the strikes.

    The General Staff's announcement comes after months of reported delays in US approval for ATACMS strikes into Russia. Because Ukraine's launchers and missiles are American-made, the US requires that Kyiv coordinate its targets with the Pentagon.

    In November 2024, then-President Joe Biden initially lifted previous restrictions on Ukraine's US-provided launchers, allowing it to attack Russian soil directly. Kyiv followed through with strikes on the Bryansk region.

    It was a move that Washington had hesitated to make for years, out of fear that such involvement would push Moscow toward escalatory action or even a nuclear attack.

    Since the initial strike last year, Ukraine has remained quiet over any use of ATACMS as President Donald Trump returned to the White House in January. It's unclear if the Pentagon continued to allow such strikes on Russia under the new administration.

    Those months were marked by an intense negotiation effort by Trump to reach a ceasefire deal with Russia.

    In August, The Wall Street Journal reported that the Pentagon had been vetoing Ukraine's ATACMS strikes on Russia for months.

    Ukraine's announcement on Tuesday suggests a shift in the Pentagon's policy, although the circumstances behind the US's new stance remain unclear.

    The White House and Pentagon did not immediately respond to requests for comment sent outside regular business hours by Business Insider.

    As use of Western-made munitions stalled, Ukraine has tried to fill the gap by deploying its own homegrown long-range missiles, such as the Flamingo, to hit targets such as arms factories and oil facilities deeper inside Russia.

    Kyiv has also been attacking Russia with its own, large, slow-moving winged drones, which are often equipped to fly into their targets with an explosive payload.

    Read the original article on Business Insider

  • Russia said it’s delivering Su-57s, its rival to the F-35, to a foreign buyer amid Moscow’s war of attrition

    A Sukhoi Su-57E is seen with its weapons bay open during a display flight in Dubai.
    A Sukhoi Su-57E performs during a display flight at Al-Maktoum International Airport during the Dubai Airshow 2025.

    GIUSEPPE CACACE/AFP via Getty Images

    • Russia's UAC said it just delivered two export models of its Su-57 fighter to a foreign buyer.
    • The fifth-generation jets are meant to rival the F-35 and F-22, but Russia has a limited number of them.
    • The announcement comes as the West has tried to restrict Russia's military industrial base for years.

    Russia's primary aircraft manufacturer said on Monday that it had delivered two Su-57 fighters to a foreign buyer, marking the first time the fifth-generation jet was sent to another country's military.

    Vadim Badekha, the CEO of United Aircraft Corporation, said on Channel One, a Russian state-owned TV channel, that a "foreign partner" had received the aircraft.

    "They have begun combat duty and are demonstrating their best qualities," Badekha said. "Our customer is satisfied."

    Badekha did not name the customer. Russia's state-owned arms exporter, Rosoboronexport, first said in November 2024 that it had reached a deal with at least one foreign buyer to sell Su-57s, but did not name the partner country, either.

    In February, Algeria's state media reported that its government was one such buyer, and that Algerian pilots were training in Russia to fly the Su-57.

    The Sukhoi Su-57 is Russia's fifth-generation jet and its most modern fighter in official operational service.

    Only the US, with the F-35 Lightning II and F-22 Raptor, and China, with the Chengdu J-20 and Shenyang J-35, are serially producing fighter aircraft in the same generation, which is typically marked by advanced stealth and digital capabilities.

    Russia's export version of the fighter, the Su-57E, is widely believed to feature some modifications to avionics, electronics, and software compared to those used in its own fleet.

    While the Su-57 is thought to be available in limited numbers, Russia's ability to export the fighter suggests that Moscow is still capable of reliably producing them, or that it can at least spare some from its existing inventory.

    International observers have long tried to gain insight into the health of Russia's military manufacturing base, which has greatly expanded since the full-scale invasion of Ukraine began in 2022.

    Frontelligence Insight, an open-source research group, said in October 2024 that Su-57 production lines were under threat from Western sanctions because they included components such as a German-made radar.

    The West has attempted to restrict Moscow's access to resources and components through sanctions on energy and technology trade, but Russia has largely found ways to keep its war industry humming. Ukraine, meanwhile, has tried to scupper Russian production by carrying out regular cross-border strikes against military factories.

    The Su-57 is used sparingly against Ukraine, with the Kremlin relying heavily on fourth-generation aircraft such as the Su-27 and Su-35, which are more equivalent to fighters like the F-16 Fighting Falcon.

    Russia is believed to have built two dozen or so Su-57s, with its then-defense minister, Sergei Shoigu, saying in 2020 that the country's military would receive 22 of the advanced fighters by 2024.

    Moscow said it aims to acquire a total of 76 Su-57s by 2028.

    Kyiv said in the summer of 2024 that it had damaged at least one Su-57 in a strike on a Russian airfield.

    Read the original article on Business Insider

  • Thank goodness I didn’t invest $5,000 in Woolworths shares 4 years ago

    sad and disappointed farmer on a farm with a tractor in the background

    Back in November of 2021, it seemed Woolworths Group Ltd (ASX: WOW) shares could do no wrong.

    The company had emerged relatively unscathed from the worst of the COVID-19 pandemic. Profits were healthy, the dividends were flowing and, just a few months prior, the ‘Fresh Food People’s stock had hit a new record high of over $42 a share.

    What a difference four years can make.

    Today, Woolworths investors are at the tail end of the worst two years the company has faced since the Masters hardware debacle ended a decade ago.

    As it currently stands, Woolworths shares are languishing at just $27.85 each (at the time of writing) after hitting a new 52-week (and seven-year) low of $25.51 last month.

    Nothing seems to have gone right for this veteran supermarket operator of late. Last year’s CEO transition was less than seamless for one. For another, the company has continued to be outshone by its arch-rival Coles Group Ltd (ASX: COL). The market found the latest set of full-year results, released back in late August, particularly disturbing. The company’s shares were down almost 15% on the day they came out.

    Long-term Woolworths investors’ pain has been exacerbated by the valuation premium Woolworths shares used to enjoy. This gave the company a higher ledge to fall off when sentiment turned. It used to be common for Woolworths shares to trade on a price-to-earnings (P/E) ratio of over 35. Today, its unadjusted earnings multiple is under 24.

    How much have Woolworths shares lost over the past four years?

    But time to put some numbers to Woolworths’ pain. If you picked up Woolworths shares exactly four years ago, you would have been able to buy them for $40.22 (the closing share price on 19 November 2021).

    If an investor had bought $5,000 worth of Woolworths shares back then, that parcel would be worth just $3,462.20 today. That’s not factoring in brokerage or other costs.

    That’s a loss worth 30.76%. Ouch.

    Of course, Woolworth shares have also paid out dividends over those past four years though, which do mitigate these losses somewhat. Those dividends amounted to a collective $4.24 per share, meaning our $5,000 would have attracted approximately $527.10 in dividends. Thus, we are left with a final figure of $3,989.30 from our original $5,000. A loss of 20.21%.

    So I can conclude by saying that ‘thank goodness I didn’t buy Woolworths shares four years ago’. Hopefully, the next four years will be kinder to this ASX 200 veteran.

    The post Thank goodness I didn’t invest $5,000 in Woolworths shares 4 years ago appeared first on The Motley Fool Australia.

    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…

    See the 5 Stocks

    * Returns as of 18 November 2025

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    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 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.

  • Should you buy TechnologyOne shares after they crashed 17%?

    Worried young male investor watches financial charts on computer screen

    TechnologyOne Ltd (ASX: TNE) shares have been under significant pressure this week.

    The enterprise software provider’s shares sank 17% on Tuesday despite releasing a record result for FY 2025.

    Has this created a buying opportunity? Let’s see what analysts are saying about the tech stock.

    Should you buy TechnologyOne shares?

    According to a note out of Bell Potter, its analysts have retained their hold rating on the company’s shares with a reduced price target of $33.00.

    Commenting on the result, the broker said:

    FY25 PBT of $181.5m was close to in line with our forecast of $182.4m and VA consensus of $181.8m. The result was still ahead of guidance, however, which was PBT growth of 13-17% and the result was 19% growth.

    Bell Potter advised that it has trimmed its valuation to reflect a re-rating in the tech sector this month. It adds:

    We have reduced the multiples we apply in the PE ratio and EV/EBITDA valuations from 80x and 42.5x to 65x and 35x due to the recent de-rating in the tech sector and the multiples being applied. We have also increased the WACC we apply in the DCF from 7.9% to 8.1% for the same reason.

    The net result is a 13% decrease in our PT to $33.50 which is <15% premium to the share price so we maintain our HOLD recommendation. We note the outlook is little changed and we still forecast strong double digit growth over the medium term but the current FY26 PE ratio of c.60x is still demanding in our view and equates to a PEG ratio of around 3x.

    Over at Macquarie Group Ltd (ASX: MQG), its analysts are also sitting on the fence with TechnologyOne shares. This morning, they have retained their neutral rating with a $28.20 price target.

    Macquarie is concerned that it may get worse before it gets better for the company. The broker commented:

    Long-term story remains attractive, but it may get worse before it gets better. Valuation rebased post-result, but slowing growth, higher costs, and a lack of clear positive catalysts in the near-term while still trading at ~62x NTM PER suggests there may be further downside risk. Retain Neutral.

    Broker upgrade

    Finally, the team at Morgans doesn’t agree. Its analysts have upgraded TechnologyOne’s shares to an accumulate rating with a $34.50 price target. They said:

    TNE’s FY25 result was largely in line with our expectations with the group delivering, PBT growth of +19% to $181.5m ahead of its 13-17% guidance range, and in line with consensus. The negative share price reaction appears to have been driven by softer than expected ARR/NRR print, which saw a 2% miss to ARR growth expectations vs consensus, despite this, the group continues to deliver, with ARR of $554.6m (+18% YoY), which along with its NRR growth of 115% continues to see TNE Ontrack to achieve its long-term ARR growth aspirations. We modestly pare our EPS forecasts by 1-3% in FY26-28F. and move to an ACCUMULATE rating, with our target price $34.50 now reflecting a TSR of +19% following TNE’s post result share price movement.

    The post Should you buy TechnologyOne shares after they crashed 17%? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Technology One Limited right now?

    Before you buy Technology One 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 Technology One 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…

    See the 5 Stocks

    * Returns as of 18 November 2025

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    Motley Fool contributor James Mickleboro has positions in Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Technology One. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Here’s the dividend forecast out to 2030 for Fortescue shares

    Person handing out $50 notes, symbolising ex-dividend date.

    Fortescue Ltd (ASX: FMG) shares have been one of the best investments over the past several years. However, with the iron ore price not exactly booming, it’s important to know where the dividend is projected to go in the next few years.

    The miner’s key commodity is iron ore; it’s less diversified than BHP Group Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO) because those two are also involved in copper and other commodities.

    Fortescue’s FY25 dividend suffered a significant decline, so let’s take a look at what experts think of the dividend outlook.

    FY26

    The company recently reported its FY26 first-quarter update, and broker UBS analysed the numbers. It said that the three months to September 2025 were “solid” with a “strong” sold price for its commodities.

    UBS said Fortescue’s hematite (iron ore) shipments of 47.6 million tonnes (mt) were in line with expectations, as were production costs. However, the higher-grade Iron Bridge shipments were 11% lower than expected as the ramp-up of that project continues, though the realised price was 9% stronger than expected.

    The business is expecting FY26 shipments to be between 195mt to 205mt, while C1 costs are expected to between US$17.50 to US$18.50 per tonne.

    UBS said that while iron ore fundamentals have been “tighter than expected” on a range of factors, it’s still expecting conditions to weaken as Simandou ramps up over the next three years.

    The broker believes iron ore low-grade discounts (to the regular grade) are expected to stay narrow, which is promising for the price Fortescue can sell for its production.

    Either way, UBS suggests that China’s economic outlook will be “pivotal” and US trade policy could be “key” for the foreseeable future.

    After taking that into account, UBS predicts Fortescue could pay an annual dividend per share of $1.29 in FY26. At the time of writing, this translates into a potential grossed-up dividend yield of 9.1%, including franking credits.

    FY27

    UBS is currently forecasting that the Fortescue earnings and dividend per share could fall back in the 2027 financial year, which could be its worst output for many years, if the projections come true.

    The broker has predicted that owners of Fortescue shares could receive an annual dividend per share of 72 cents.

    FY28

    It could get slightly better for the business in FY28, though still substantially below what it’s projected to pay in the 2026 financial year.

    UBS projects that Fortescue could pay shareholders an annual dividend per share of 78 cents.

    FY29

    Fortescue could see another improvement in the 2029 financial year based on UBS’ projections for the ASX mining share.

    The iron ore miner is projected to pay an annual dividend per share of 85 cents in FY29.

    FY30

    The 2030 financial year is a long way away, a lot could happen with iron ore prices between now and then.

    If UBS’ projections come true, then the miner could pay owners of Fortescue shares an annual dividend per share of 89 cents.

    The post Here’s the dividend forecast out to 2030 for Fortescue shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Fortescue Metals Group right now?

    Before you buy Fortescue Metals Group 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 Fortescue Metals Group 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…

    See the 5 Stocks

    * Returns as of 18 November 2025

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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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Guess which ASX 200 stock is tipped to plummet 32%?

    A worried man chews his fingers, indicating a share price crash or drop on the ASX 200

    The S&P/ASX 200 Index (ASX: XJO) is trading in the red again on Wednesday afternoon. At the time of writing, the index is down another 0.17% for the day, marking a 7% sell-off from its peak in late October.

    The index appears determined to continue its downward trend amid weak earnings expectations, ongoing geopolitical tensions, and growing concerns about uncertainty surrounding rate cuts. However, analysts think this might be a short-term market pullback rather than a significant correction.

    But there are some shares that aren’t expected to perform particularly well over the next 12 months.

    In a recent note to investors, analysts at Macquarie Group Ltd (ASX: MQG) have raised concerns about one ASX 200 stock it thinks will plunge in the next 12 months.

    Helia shares tipped to drop

    At the time of writing, Helia Group Ltd (ASX: HLI) shares are trading 0.51% lower for the day at $5.85 a piece. Over the past month, its share price has increased by 6.36%, and over the year, it’s 32.05% higher.

    But Macquarie thinks the shares are about to start diving.

    In the note, the broker confirmed its underperform rating on Helia shares and reduced its target price to $3.95 per share. At the time of writing, this implies a huge 32.5% downside for investors over the next 12 months.

    “Valuation: We reduce the valuation to $3.95/share (from $4.10/share), driven by our dividend discount model as we slow down capital returns,” the broker said in its note.

    “While conditions are supportive near-term, at current valuations (~1.6x P/NTA), investors are both overpaying for the potential of capital returns, and have priced in favourable conditions indefinitely. Maintain Underperform.”

    “Earnings changes: We raise EPS by +5%/+2%/+3% in FY25-27E, as we lower claims to reflect the 3Q25 trading update and mark-to-market of the yield curves, but there are minor downgrades in outer years as we bring forward reserve releases,” Macquarie said.

    What else did the broker have to say about the ASX 200 stock?

    Macquarie said that Helia continues to deliver large negative claims, which have been driven by reserve releases. It explained that while macro conditions support this, the company’s claims reserves have decreased significantly, and has brought forward earnings. 

    “We forecast the liability for incurred claims (LIC) at FY25 to close at ~$200m (vs ~$270m in FY24). Further negative claims in the near-term is possible, but as the claims reserve decreases, the scope for large reserve releases to continue indefinitely is unlikely. Even with favourable assumptions, reserving on new delinquencies will begin offsetting the reduction in claims reserves on the “back book”. This underpins our view of normalising claims,” the broker said.

    The broker added that cutting costs is not enough to offset long-term revenue headwinds.

    “Our earlier analysis suggested that even with aggressive capital returns and under a run-off scenario, we arrive at a valuation of $5/share (pre-dividends). With HLI announcing its intention to continue writing LMI and hence require capital, we pare back the speed of capital returns, and downgrade our DDM valuation despite earnings upgrades.”

    The post Guess which ASX 200 stock is tipped to plummet 32%? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Helia Group right now?

    Before you buy Helia Group 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 Helia Group 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…

    See the 5 Stocks

    * Returns as of 18 November 2025

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