Two ASX healthcare shares are stealing the spotlight this week. Telix Pharmaceuticals Ltd (ASX: TLX) shares have rocketed by as much as 15%, while 4DMedical Ltd (ASX: 4DX) shares have added around 10% at the time of writing.

Here’s the story behind each move, plus what brokers now expect.

Telix now has 3 FDA-cleared diagnostics

Telix just delivered the news investors had circled on their calendars. On Monday, the FDA approved Pixclara, Telix’s PET imaging agent for brain cancer, confirming Pixclara is the only FDA-approved radiopharmaceutical imaging drug for glioma.

That’s a big deal. This asset had already been knocked back once, with the FDA issuing a knockback in mid-2025 over data consistency before Telix resubmitted its application and won a priority review with a September action date. Getting it over the line removes years of regulatory overhang in one shot.

This ASX healthcare share has been a rollercoaster for exactly this reason. Binary regulatory outcomes can swing the price into double digits overnight. With approval finally locked in, Telix now has three FDA-cleared products anchoring its diagnostics franchise, adding a new revenue stream to its existing prostate and kidney imaging portfolio.

Brokers were already leaning bullish before Monday’s news. Consensus data shows 13 out of 16 analysts on TradingView rate Telix a buy or strong buy, with an average 12-month price target around 45% above the current share price.

Citi has been the most bullish, maintaining a $31 target, while JPMorgan sits around $24.40. Not everyone’s on board. RBC downgraded to hold with an $18 target, a fraction higher than the share price at the time of writing.

4DMedical: starting to show commercial traction

4DMedical’s move is smaller in percentage terms but reflects a similar theme: commercial traction finally showing up in the numbers.

The respiratory-imaging company has spent the past two years converting FDA clearances and marquee partnerships into actual revenue, and this ASX healthcare share has rewarded patient holders handsomely with a 112% gain over 12 months.

The engine for this tech stock is CT:VQ, 4DX’s ventilation-perfusion imaging software, which uses ordinary chest CT scans to generate the kind of data that once required nuclear medicine.

Adoption has been building steadily across top-tier US academic centres, and Medicare has already confirmed reimbursement under Category III CPT codes. That’s a crucial unlock for hospital adoption at scale.

Analysts, though, are more split on 4DMedical than on Telix. Bell Potter remains the standout bull, maintaining a $6.00 target, while Ord Minnett carries a sell at $3.00. It’s a name where opinions genuinely diverge on how fast the commercial ramp will actually convert to profit.

Foolish takeaway

Both stocks are classic high-beta plays in the healthcare space. And this week’s rally shows exactly why: regulatory and commercial catalysts can move these ASX healthcare shares fast in either direction.

Telix’s Pixclara approval is about as clean a catalyst as it gets, and brokers have responded accordingly. 4DMedical’s story is earlier-stage and more contested among analysts.

Investors chasing either move after the fact should weigh the excitement of the headline against the underlying pace of revenue growth — and size accordingly.

The post These 2 ASX healthcare shares just jumped up to 15%. Here’s why appeared first on The Motley Fool Australia.

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JPMorgan Chase is an advertising partner of Motley Fool Money. 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 JPMorgan Chase and 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.

Guzman Y Gomez (ASX: GYG) shares have staged a red-hot comeback since plumbing their all-time closing low of $15.20 apiece on 2 April.

On Tuesday afternoon, shares in the S&P/ASX 200 Index (ASX: XJO) Mexican fast food restaurant chain were changing hands for $25.39 each.

That sees the stock up a remarkable 67.0% since 2 April.

And that’s not including the 40.8 cent per share fully franked final dividend the company declared when it reported its full year FY 2026 results on 21 August.

Guzman Y Gomez stock traded ex-dividend yesterday. Meaning if you owned shares at market close on Monday, you can expect to see that passive income payout land in your bank account on 30 September.

But following on the strong five-month share price rally, is this ASX 200 stock still a good buy today?

Guzman Y Gomez shares: Buy, hold or sell?

Baker Young’s Toby Grimm recently analysed the outlook for the company’s surging shares (courtesy of The Bull).

“GYG is a Mexican themed restaurant chain,” he said. “The share price has rallied strongly after a decision to exit loss making US operations in May, followed by encouraging full year results in August.”

However, Grimm foresees potential headwinds from exiting the world’s biggest economy.

He noted:

While there’s a near term benefit of withdrawing from the US, the decision also removes long-term expansion potential. Also, it places more pressure on Australia, Singapore and Japan to perform to greater heights to justify what we consider a lofty price-earnings multiple.

And with Guzman Y Gomez shares having rocketed off their lows, Grimm issued a sell recommendation on the ASX 200 stock.

He concluded:

The shares materially exceed our valuation. The shares have risen from $16 on May 20 to trade at $26.85 on September 10. Investors may want to consider taking a profit at these levels given the Australian economy is dealing with a cost of living crisis.

What’s the latest from the ASX 200 fast food stock?

GYG reported a 31.6% year-on-year increase in FY 2026 statutory net profit after tax (NPAT) to $40.6 million.

However, Guzman Y Gomez booked a statutory group NPAT loss of $26.7 million due to its US exit.

Commenting on the results, founder and co-CEO Steven Marks said:

Our Australia Segment has reported network sales of $1.4 billion, up 17.9% on last year, demonstrating continued consumer demand for clean, fresh, made-to-order food, loaded with flavour and prepared at speed.

This momentum has translated into strong earnings growth, with underlying EBITDA up 28.7%, highlighting the strong operating leverage embedded in our business.

Guzman Y Gomez shares closed up 11.4% on the day of the results release.

The post Up 67%! Is it too late to buy the rally in Guzman Y Gomez shares now? appeared first on The Motley Fool Australia.

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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.

Recent good news for two energy companies has the analysts at Macquarie interested, with both tipped for strong share price gains.

Let’s see who they like.

Strike Energy Ltd (ASX: STX)

Strike recently struck an agreement with Gina Rinehart’s Hancock Energy to process the gas from its West Erregulla project through Hancock’s Belisama facility.

The deal also included a $30 million loan from Hancock, which Strike will use to support its share of pre-development activities.

The West Erregulla joint venture is targeting a final investment decision in FY28 with first gas expected in CY29.

Strike said of the deal:

The arrangements derisk West Erregulla’s pathway to production and represent a major value inflection point for Strike, providing a clear route to unlock one of Western Australia’s largest undeveloped onshore conventional gas resources and to materially increase the scale and diversity of Strike’s production and earnings base.

Macquarie said in a research note sent to clients that the deal was a true win-win for both companies.

The broker said:

We expect this agreement has been mutually beneficial and creates deeper alignment in the upstream JV (i.e. Hancock earns a healthy return on the tolling, Strike avoids equity dilution and proceeds to first gas more rapidly than the alternative proposal from Waitsia which is 15-20km away – requiring new environmental approvals and likely with less alignment on plant access).  

Macquarie has a target price of 15 cents on Strike shares compared to 10.75 cents currently.

Amplitude Energy Ltd (ASX: AEL)

Earlier this month Amplitude announced that its Juliet-1 well in the Otway Basin offshore Victoria, had intersected a high-quality, gas-bearing reservoir.

The company said the well had found a gas-bearing interval of at least 60m, and two days later Amplitude said the well would be suspended, ready for development as part of the East Coast Supply Project (ECSP).

Macquarie said once Juliet was added to previous discoveries at Annie and Artisan, the ECSP “is now a material program”.

They also expected further drilling in the area.

As they said:

With success at Juliet-1 (pending flow test outcome, but “excellent” reservoir quality is implied from preliminary data collected so far), we therefore expect Nestor looks more likely to be drilled next. Partner O.G. Energy had deferred any decision on drilling Nestor pending the Juliet results.

Macquarie has a price target of $2.50 on Amplitude shares compared to $1.82 currently.   

Amplitude Energy is valued at $530.8 million.

The post 2 ASX energy companies Macquarie says can jump more than 37% appeared first on The Motley Fool Australia.

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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.