The GQG Partners (ASX: GQG) share price is in focus after the fund manager reported total funds under management (FUM) of US$166.1 billion as at 30 November 2025. Net flows for the month were negative, with a combined outflow of US$2.4 billion across its main strategies.

What did GQG Partners report?

• Total FUM at 30 November 2025: US$166.1 billion (up from US$163.7 billion at 31 October 2025)
• Monthly net outflows: US$2.4 billion
• Year-to-date net outflows: US$1.8 billion
• International Equity FUM: US$71.4 billion
• Global Equity FUM: US$37.8 billion
• Emerging Markets Equity FUM: US$41.3 billion
• US Equity FUM: US$15.6 billion

What else do investors need to know?

GQG Partners saw outflows across all major categories during November, though the overall FUM still grew month-on-month thanks to market movements. The International Equity strategy saw the largest FUM, growing slightly from the previous month, but experienced a monthly net outflow of US$1.0 billion.

The company noted that its Private Capital Solutions activity is not included in this update. FUM figures include both fee-paying and non-fee-paying funds and are rounded to the nearest US$100 million.

What’s next for GQG Partners?

Looking ahead, GQG Partners will likely remain focused on retaining client assets and stabilising net flows, while navigating evolving market conditions. Investors may watch for future updates on flows and any insight into product strategy or geographic diversification.

With FUM levels holding firm despite outflows, attention will turn to any further changes in investor sentiment or the firm’s approach to attracting new clients.

GQG Partners share price snapshot

Over the past 12 months, GQG Partners shares have fallen 21%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen around 2% over the same period.

View Original Announcement

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Motley Fool contributor Laura Stewart 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 Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Ramelius Resources Ltd (ASX: RMS) share price is in focus after the company announced a new on-market share buy-back, aiming to repurchase up to 73.96 million shares out of 1.92 billion on issue. The buy-back is set to begin on 24 December 2025 and run until June 2027.

What did Ramelius Resources report?

• On-market buy-back of up to 73,964,497 ordinary shares
• Total shares on issue: 1,924,864,769
• Buy-back to be conducted via broker UBS
• Buy-back price will be in Australian Dollars (AUD)
• Buy-back does not require security holder approval
• Buy-back period: 24 December 2025 to 23 June 2027

What else do investors need to know?

This share buy-back gives Ramelius Resources flexibility to improve capital management and potentially enhance shareholder returns. The buy-back will be executed on-market, allowing the company to purchase shares at market price over an 18-month window.

Investors should be aware that no specific minimum repurchase amount was set, and the company reserves the right to repurchase up to the maximum disclosed. All buy-backs will be in cash as shares are bought through the market.

What’s next for Ramelius Resources?

The buy-back provides the company with an option to return capital to shareholders while also giving flexibility to respond to market conditions. Investors can expect ongoing updates as Ramelius proceeds with the buy-back and any impact it may have on the share price and earnings per share.

Attention will likely turn to how the company manages its broader capital allocation, balancing investment in its resources portfolio alongside shareholder returns.

Ramelius Resources share price snapshot

Over the past 12 months, Ramelius Resources shares have risen 43%, outperforming the S&P/ASX 200 Index (ASX: XJO) has risen around 2% over the same period.

View Original Announcement

The post Ramelius Resources launches share buy-back: What investors need to know appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Meta Platforms (NASDAQ: META) shares popped 3.4% on Thursday despite a mere 0.22% increase in the Nasdaq Composite on reports that the company was cutting metaverse spending in favor of artificial intelligence (AI) and smart glasses.

Here’s why Meta’s capital is better used on non-metaverse projects and why the growth stock is a great buy in December. 

The harsh reality of Reality Labs

Facebook changed its name in October 2021 to Meta Platforms to better capture the company’s expansion beyond its flagship social media app. A name change was the right move, as Instagram is arguably more valuable than Facebook. Along with WhatsApp and Messenger, the four apps are known as Meta’s Family of Apps.

The name change to Meta Platforms reflected an increased emphasis on engaging through virtual worlds — a far more ambitious digital frontier than the desktop and mobile silos the Family of Apps resides in. The name change was followed by a sharp decline in Meta’s stock price, which fell 64.2% in 2022 compared to a 33.1% decrease in the Nasdaq.

The sell-off was due to a decline in Meta’s Family of Apps operating income and losses on metaverse, augmented reality, and virtual reality spending, which is under the company’s research and development arm, Reality Labs.

Meta’s losses at Reality Labs have continued to increase. But its Family of Apps have been the saving grace, as operating income from that segment is more than offsetting mounting losses at Reality Labs.

Data source: Meta Platforms.

Family of Apps is more than absorbing Reality Labs’ losses

Since the start of 2023, Meta’s stock price is up a mind-numbing 450% compared to a 124.6% gain in the Nasdaq as investors have given Meta the benefit of the doubt due to excellent growth from the Family of Apps.

Yet despite that increase, Meta’s profits are increasing at such a torrid rate that it’s still the cheapest “Magnificent Seven” stock, a group of tech-focused companies that includes Meta, Nvidia, Apple, Alphabet, Microsoft, Amazon, and Tesla.

As you can see in the following chart, Meta’s revenue and earnings have exploded higher in recent years. And even when factoring in Reality Labs losses, Meta’s operating margins are still sky high at 43.3%.

META Revenue (TTM) data by YCharts

Looking at the nine months ended Sept. 30, Meta generated $139.8 billion in Family of Apps revenue and $71.7 billion in Family of Apps operating income.  This means that without the Reality Labs drag on profitability, Meta’s advertising revenue operating margin would be 51.3%.

For context, Nvidia, which is an ultra-profitable company with customers lining up out the door for its graphics processing units, has trailing 12-month operating margins of 58.8%. This goes to show just how much of a cash cow Family of Apps is.

Meta’s investment thesis just got even better

Meta’s decision to cut back on metaverse spending in favor of AI and its Family of Apps is excellent news for long-term investors, especially value investors who are interested in Meta for its high free cash flow, impeccable balance sheet, and growing dividend. Before getting too excited about the news, investors may want to hear commentary directly from CEO Mark Zuckerberg and the rest of the Meta management team to ensure that the strategic shift is lasting and not a temporary change of heart.

The social media giant is investing heavily in AI by building its own data centers, refining its search algorithm to better align content with user interests and connect advertisers with relevant buyers, and developing its Llama large language model to power its Meta AI assistant, among other initiatives. With such a massive opportunity in AI, there’s less reason for Meta to continue flooding Reality Labs with capital with no return on investment in sight.

Meta was already one of my highest conviction growth stocks to buy in 2026. This news only makes the investment thesis more attractive, making Meta a screaming buy now.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post Meta Platforms stock jumps on Metaverse spending cuts. Here’s why the growth stock is a screaming buy before 2026 appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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Daniel Foelber has positions in Nvidia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Nvidia (NASDAQ: NVDA) has been an excellent stock to own over the past three years, but the bullish sentiment around the company is starting to fade. Investors are growing increasingly worried about rising competition, and concerned that Nvidia may be losing its edge. However, I don’t think that’s the case. In fact, there are three excellent reasons why I think investors should consider scooping up shares before 2026 arrives.

1. The rise of its competitors may stem from its lack of supply

There are two parts to the bearish thesis around Nvidia’s stock. First, rising competition could dethrone Nvidia from its position as the top artificial intelligence computing unit provider. Its graphics processing units (GPUs) are the most flexible and powerful options available, but they could lose market share to application-specific integrated chips (ASICs) in the near future, such as Tensor Processing Units (TPUs) from Alphabet.

Another bearish assumption is that the AI infrastructure buildout is going to slow down as the companies involved come to reckon with the meager returns on investment that those capital expenditures have thus far delivered. Investors fear that this issue will persist, and that the hundreds of billions being spent to construct AI data centers may make little to no profit.

I think both of these concerns are fair arguments, but they don’t reflect reality quite yet. Addressing the first concern, Nvidia noted during its Q3 earnings call that it is “sold out” of cloud GPUs. As a result, AI hyperscalers are turning somewhat more to alternative computing units. While this could eat into Nvidia’s market share, it also helps the company avoid getting overextended. Nvidia has had problems during some prior chip cycles when it ordered too much supply amid rising demand, then was left with excess inventory that it had to take huge losses on after the trends driving demand peaked.

I don’t foresee this being an issue in the AI-accelerator niche in the near future.

The second point is more reasonable, but with all of the AI hyperscalers announcing record capital expenditures for 2026, I don’t see it as a pressing issue. Data centers take years to construct, and the ball is already rolling on many of these projects. Nearly all of the AI hyperscalers have asserted that they see the risk of underbuilding as being far greater than the risk of overbuilding. As a result, the buildout will continue.

2. Nvidia’s 2026 is expected to be excellent

Despite the market turning somewhat bearish on Nvidia, Wall Street analysts still project monster growth for the company. For its fiscal 2027 (which will end in January 2027), they expect Nvidia’s revenue to rise by 48%. That would be an incredible growth rate for an already massive enterprise.

As long as Nvidia’s stock isn’t carrying too much of a premium already, it should be able to convert a substantial amount of that top-line growth into stock price gains. Right now, it trades at 24 times next year’s expected earnings, which isn’t necessarily cheap. However, it’s far cheaper than many of its peers, and considering the company’s growth rate, I think it’s a reasonable price to pay for the stock now.

NVDA PE Ratio (Forward 1y) data by YCharts.

3. The AI buildout could last for many years

Although there are growing concerns surrounding the sustainability of the AI buildout, the reality is that most companies involved think it will last for many years. Nvidia rival AMD projects a compound annual growth rate for its data center revenue of 60% over the next five years. Nvidia projects that global data center capital expenditures will rise from $600 billion in 2025 to $3 trillion to $4 trillion by 2030, and it’s well positioned to capture a significant chunk of that spending. Investors should therefore take advantage of the recent weakness in Nvidia’s stock to scoop up shares, as its price could rise heading into the new year.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post 3 reasons to buy Nvidia stock like there’s no tomorrow appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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Keithen Drury has positions in Alphabet and Nvidia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Advanced Micro Devices, Alphabet, and Nvidia. The Motley Fool Australia has recommended Advanced Micro Devices, Alphabet, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The sentiment about the next move for interest rates has shifted rapidly in Australia, with Wilsons Advisory saying markets are now fully pricing in a rate hike next year.

This is a stark turnaround from as recently as six weeks ago, when the expectation was for two more interest rate cuts from the Reserve Bank of Australia (RBA), the broker says.

As they said in a note to clients this week:

(This week’s) RBA monetary policy meeting reaffirmed that the central bank has well and truly moved from an easing bias to incrementally hawkish on-hold stance, with increasing risks of a 2026 interest rate hike.

Aussie shares still looking good

But despite the next move for rates likely to be higher, Wilsons says the outlook for domestic equities remains “constructive”.

As they said:

Household spending remains resilient, the RBA’s three rate cuts this year have arguably yet to fully flow through to consumer activity, and loose domestic fiscal policy continues to support economic growth. And, somewhat uniquely, the US Fed’s ongoing rate cutting cycle provides an external offset to tighter domestic policy – particularly for offshore earners.

Wilsons went on to say that while each cycle is unique, the past five cycles demonstrated that the market “typically grinds higher ahead of the RBA hiking rates”.

The Wilsons team has looked at the various sectors and made some picks for which shares they prefer in each.

Resources tied to global growth

In the resources sector, they say that with our RBA looking to potentially raise rates, and the US Federal Reserve still looking to cut, this supports strength in the Australian dollar, “historically a key driver of mining sector outperformance”.

They also note that resources are more sensitive to global growth than domestic Australian demand.

Overall, given the sector’s higher sensitivity to the global growth pulse than to domestic demand, we remain positive on resources irrespective of the RBA’s policy stance.

Wilsons’ preferred large-cap exposures are Sandfire Resources Ltd (ASX: SFR), Alcoa Corporation (ASX: AAI), Evolution Mining Ltd (ASX: EVN), and Northern Star Resources Ltd (ASX: NST).

Banks fully priced

In the banking sector, Wilsons remains cautious, saying that while in the lead up to the last four of five rate hike cycles the sector has done well due to a strong economic backdrop and expectations of expanding net interest margins, this time is somewhat different, with sector valuations “unusually elevated”.

With valuations still full, and earnings momentum being mixed across the majors, we remain cautious towards the sector and continue to advocate for an underweight portfolio exposure.

That being said, their preferred picks are ANZ Group Holdings Ltd (ASX: ANZ) and Westpac Banking Corp (ASX: WBC).

Retailers mixed

In consumer staples, their preferred pick is Woolworths Group Ltd (ASX: WOW), saying the sector has outperformed in the lead up to the past three hiking cycles.

While the sector is exposed to the broader consumer environment, household spending on essentials – particularly food and groceries – is typically highly resilient through the economic cycle. Given the attractive relative valuation of the supermarket sector (20x forward P/E) versus the retail sector (28x forward P/E), despite similar medium-term growth outlooks, we see meaningful scope for a rotation into supermarkets over the next year and remain positive towards the sector more broadly.   

Wilsons is recommending investors steer clear of cyclical domestic stocks such as retailers and media stocks, saying that with the consumer outlook uncertain, companies are being punished heavily for earnings misses, and even for in-line results.

With valuations still demanding – and well above historical averages – across the large caps, we remain cautious on the domestic retail sector and domestic cyclicals more broadly.  

The post Which stocks are looking good as rates appear to be heading north? 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 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.

With the Nasdaq sitting near record highs, some investors might assume they have missed the boat.

But long-term wealth isn’t built by waiting for the perfect entry point. It is built by owning the world’s most innovative companies and letting compounding do its work.

That’s exactly what the Betashares Nasdaq 100 ETF (ASX: NDQ) offers. It provides simple access to the 100 largest non-financial stocks listed on the Nasdaq exchange. Many of which are shaping the next decade of global growth.

Here are three powerful reasons the NDQ ETF remains a top ASX exchange traded fund (ETF) to buy in 2026.

The world’s highest-quality technology leaders

The Nasdaq 100 is home to stocks with extraordinary financial strength, global dominance, and proven ability to compound earnings over decades. These aren’t speculative tech names, they are some of the most profitable and influential businesses ever created.

The ASX ETF’s top holdings include Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG), Meta Platforms (NASDAQ: META), and Tesla (NASDAQ: TSLA).

These companies sit at the centre of cloud computing, smartphones, social platforms, semiconductors, and digital payments. They generate vast amounts of cash, reinvest heavily into innovation, and hold competitive advantages that are incredibly difficult to disrupt.

When you buy the Betashares Nasdaq 100 ETF, you are not betting on one winner. You are owning the entire field of proven global tech leaders.

A front-row seat to the AI boom

Artificial intelligence is no longer a distant theme, it is already reshaping industries worldwide. The companies enabling this shift are almost entirely found in the Nasdaq 100.

NDQ gives investors exposure to foundational AI infrastructure, like Nvidia chips and Microsoft’s cloud platforms, and AI adopters and monetisers, such as Adobe (NASDAQ: ADBE), Alphabet, and Meta.

AI requires enormous computing power, massive data storage, advanced software platforms, and constant hardware upgrades. The Nasdaq 100 contains nearly all the companies positioned to benefit from this multi-trillion-dollar transformation.

AI could prove to be the defining megatrend of the 2020s and 2030s, and the NDQ ETF gives you some of the broadest exposure you can get from the ASX.

Betashares Nasdaq 100 ETF outperformance

The Nasdaq 100 has consistently outperformed most major global indices for over 20 years.

For example, over the past 10 years, the Betashares Nasdaq 100 ETF has generated an average total return of 20% per annum.

This is not luck or timing, it is the natural outcome of owning stocks that grow faster, innovate more aggressively, and expand into new markets at scale.

But the long-term story is far from over. The forces driving the Nasdaq’s rise, such as cloud computing, e-commerce, digital payments, cybersecurity, AI, and software-as-a-service, remain early in their global adoption curves. These industries are expected to grow for decades, not years.

As a result, the Betashares Nasdaq 100 ETF could be a great pick for Aussie investors in 2026.

The post 3 reasons to buy the Betashares Nasdaq 100 ETF (NDQ) ETF in 2026 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Adobe, Alphabet, Amazon, Apple, BetaShares Nasdaq 100 ETF, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft, long January 2028 $330 calls on Adobe, short January 2026 $405 calls on Microsoft, and short January 2028 $340 calls on Adobe. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Adobe, Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Eagers Automotive Ltd (ASX: APE) have had a strong run in 2025. The ASX 200 stock has surged 122% this year, but has run into a roadblock of late by falling 17.3% in the past month.

The shares trade hands for $26.32 apiece at the time of writing.

Here are 3 reasons why the ASX 200 stock looks attractive today.

Fast-growing BYD dealerships

In mid-2025, Eagers delivered record half-year results. Revenue hit $6.5 billion, up 18.9% from a year earlier, while underlying operating profit before tax rose to $197.7 million, and underlying EBITDA reached $296.7 million, growing 11.6%.

That performance reflected strong demand across new vehicles, used cars, and service and parts divisions. The fast-growing Chinese electric vehicle brand, BYD, plays a significant role in Eagers’ success. The ASX 200 stock operates around 80% of the dealerships that sell BYD cars in Australia.

Analysts say Eagers’ diversified business model shows that it can outperform even when some segments slow. As the Australian market normalises and interest rate pressures ease, Eagers may benefit disproportionately thanks to its scale and brand partnerships.

Transformative international expansion

Eagers announced in early October that it would acquire a 65% stake in CanadaOne Auto, one of Canada’s largest dealership groups. The deal values CanadaOne at roughly $1.05 billion and marks the first move by Australia’s largest car retailer into North America.

The acquisition is scheduled to be completed in Q1 2026, subject to regulatory approvals. On completion, Eagers will indirectly own the majority of 42 CanadaOne dealerships across several Canadian provinces.

Industry analysts see this as a “strategically significant step”. The new vehicle market in Canada is way larger than the Australian one, and margins are generally stronger. The CanadaOne deal offers the ASX 200 stock an opportunity to diversify revenue and reduce its reliance on domestic sales cycles.

Additionally, the deal is backed by a comprehensive capital raise of $452 million, plus a strategic placement with Mitsubishi Corporation, which also invests in Eagers’ used-car business, Easyauto123.

Resilience beyond new-car cycles

One of Eagers’ strengths is how its business spans beyond new-car sales. Its used-car operations, service and parts divisions, and independent used-car retailer Easyauto123 provide recurring, higher-margin revenue that is less sensitive to economic cycles.

With new cars often the most cyclical part of automotive retail, Eagers’ broad footprint across segments offers a built-in buffer during downturns. That diversification makes it more of a steady, cash-flow-generating business than a pure new-car dealer.

What next for the ASX 200 stock?

Analysts are also positive on the outlook for the car share. It looks like even after this year’s share price rally, any stock purchased right now can still benefit from a robust upside. 

TradingView data shows that most analysts recommend a hold or (strong) buy. Some expect the ASX 200 stock to climb as high as $35.90, which implies a 36% upside at the time of writing.

However, the average share price target for the next 12 months is $30.74. That still suggests a possible gain of almost 17%.   

The post 3 reasons to buy this racing ASX 200 stock appeared first on The Motley Fool Australia.

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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 BYD Company. The Motley Fool Australia has recommended Eagers Automotive Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Are you on the lookout for ASX 200 shares that could supercharge your portfolio with some big returns?

If you are, then it could pay to listen to what Bell Potter is saying about the two shares named below. Here’s why it is urging investors to buy them this month:

CAR Group Limited (ASX: CAR)

Bell Potter notes that this auto listings company’s shares have been dragged lower following weakness in the tech sector.

While this is disappointing given that it only recently initiated coverage on the carsales.com.au owner, it feels that it has created a very attractive opportunity for investors. Especially with the ASX 200 share trading on lower than normal multiples. It said:

Our forecast adj. EPS CAGR of 12.2% through FY25-28e reflects a steady state of accelerating growth through the period (10.4%, 12.3% and 14.0% in FY26e-28e respectively) from realising the benefits of investing into margins during FY26, which includes acquisition-related cost headwinds in North America and marketing investment in South Korea. CAR’s current share price reflects a 12mth fwd P/E of ~28x, a two-year low; we feel this misses the underlying investment case for CAR heading into a period from 1H27 onwards from margin headwinds rolling off into an accelerating adj. EPS growth profile.

This morning, Bell Potter has retained its buy rating and $42.20 price target on its share. Based on its current share price, this implies potential upside of 30% over the next 12 months. In addition, the broker is expecting a modest 2.6% dividend yield over the period.

Mesoblast Ltd (ASX: MSB)

This ASX 200 biotech share could be undervalued according to Bell Potter.

It highlights that 2025 has been a big year for Mesoblast, thanks to the “highly successful commercial launch” of the Ryoncil therapy.

The good news is that the broker believes there is significantly more to come. In fact, it feels the market isn’t even fully pricing in its opportunity in current indications. This means that potential future label expansions could add even more value. It said:

We estimate the NPV of de-risked revenues from future sales of Ryoncil at a minimum of $5.1bn (A$4/share). To achieve this outcome we ignore revenues from all other product approvals and reduce to nil the risk allowances for future revenues from label expansions in adults for GvHD and IBD.

The majority of the value A$4/share valuation is attached to approvals in paediatrics and adult GvHD. As the market begins to appreciate the sustainability of revenues and long term EPS growth, we expect the valuation will increase as more aggressive relative valuation models are employed.

Bell Potter has retained its speculative buy rating and $4.00 price target on Mesoblast’s shares. Based on its current share price of $2.82, this suggests that upside of 42% is possible between now and this time next year.

The post These ASX 200 shares could rise 30% to 40% appeared first on The Motley Fool Australia.

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