Turning $100,000 into $1 million at the drop of a hat is every investor’s dream. But it’s not as easy, quick or risk-free as you’d think. 

This type of growth usually requires years of patience, strong earnings growth, and a bit of luck. But here are two ASX shares with the scale and growth potential to make it happen.

WiseTech Global Ltd (ASX: WTC)

WiseTech provides logistics software to help improve global supply chains. The business already dominates the market, and it comes from a runway of a decade of mostly-consistent growth. 

Its share price climbed pretty consistently over this period too. Or at least, they did, until 2025. 

The ASX logistics software provider hit a couple of huge headwinds last year which sent the share price crashing.

It posted some disappointing financial results, suffered a boardroom fallout, and not to mention the AFP and ASIC raid on its Sydney office. Several consecutive events over a short period of time slashed investor confidence and they quickly offloaded their stock.

But it’s worth noting that despite the confidence crash, as a business, WiseTech is incredibly strong.The company is continually expanding operations and it has a proven track record of growth through various economic cycles and challenges.

WiseTech is well-positioned to benefit from long-term trends, including cloud computing, automation, and overall AI adoption. 

If it continues expanding at the same rate, its earnings could quickly compound and could see supersized returns.

The best part is, at just $50 a piece at the time of writing, the shares are super cheap right now. Some analysts think this could rocket up to $169.14 within the next 12 months. That’s a huge potential 238.52% upside for investors.

Xero Ltd (ASX: XRO)

Cloud cloud-based, accounting software company Xero has a subscription-based model which offers monthly plans at various price points. It means that its business model is “sticky” with a high retention rate. As a result, Xero is able to benefit from recurring revenue, global exposure and profitability. 

The ASX business is actively expanding the products it has on offer. In 2025 it rolled out new features like online bill payments and customisable pages to make its software more appealing to more small and medium-sized businesses.

It’s actively expanding its global presence too. Xero acquired Melio as part of its strategy to grow its US business. It expects that by integrating a US payments platform with its current accounting software, it will be able open up new revenue streams for the business and accelerate its presence in the US small-business market.

The ASX business is still early in its global expansion too. If it is able to crack the US market and become more dominant, while maintaining its position and revenue in other markets, its earnings could surge too.

Like WiseTech, Xero shares are a steal right now. They’re currently trading at $82.11 a piece and I’m quietly confident that the ASX shares could double in value in 2026, or go even higher.

The post 2 ASX shares that could turn $100,000 into $1 million appeared first on The Motley Fool Australia.

More reading

• I would buy these ASX software shares after the AI selloff
• Bargain hunting? Here are 3 ASX 200 shares plumbing 52-week lows today
• Why I think this ASX tech share sell-off is a great time to invest
• Top brokers name 3 ASX shares to buy today
• 3 quality ASX shares to buy after hitting a 52-week low

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

The Reserve Bank of Australia may have lifted the cash rate to 3.85% this week, but that doesn’t automatically mean term deposits are the best place for income seekers.

Even with higher rates flowing through, many term deposits still struggle to compete with the dividend yields available on the share market. And unlike cash in the bank, dividend shares also offer the potential for capital growth over time.

With that in mind, here are three ASX dividend shares that analysts think could be worth considering instead of locking money away in a term deposit.

Cedar Woods Properties Ltd (ASX: CWP)

The first ASX dividend share to look at is Cedar Woods Properties.

It is one of Australia’s leading residential property developers, with a portfolio diversified across geographies, price points, and product types. This diversification helps smooth earnings across the property cycle.

Bell Potter is positive on the company’s outlook, highlighting that Cedar Woods is well positioned to benefit from Australia’s chronic housing shortage. With demand for new housing continuing to outstrip supply, the broker believes this should support earnings and dividends in the coming years.

Bell Potter is forecasting dividends of 35 cents per share in FY 2026 and 39 cents per share in FY 2027. Based on its current share price of $7.58, this implies dividend yields of 4.6% and 5.1%, respectively.

The broker has a buy rating and $10.00 price target on its shares.

Dexus Convenience Retail REIT (ASX: DXC)

Another ASX dividend share that stands out for analysts is Dexus Convenience Retail.

This REIT owns a nationwide portfolio of service stations and convenience retail sites that are leased to high-quality tenants under long-term, inflation-linked agreements. These leases provide predictable cash flows, which is exactly what income-focused investors typically look for.

The underlying assets are generally considered resilient. Demand for fuel, convenience goods, and essential services tends to hold up through economic cycles, while annual rental increases help protect income over time.

Bell Potter is bullish on the REIT, with a buy rating and a $3.45 price target on its shares. It expects dividends of 20.9 cents per share in FY 2026 and 21.6 cents per share in FY 2027. Based on its current share price of $2.68, that equates to dividend yields of 7.8% and 8%, respectively.

Sonic Healthcare Ltd (ASX: SHL)

A final ASX dividend share to consider according to analysts is Sonic Healthcare.

It is a global medical diagnostics company, operating laboratories and collection centres across Australia, Europe, and the United States. Its services are tied to healthcare demand rather than economic cycles, which can provide a degree of earnings resilience.

Bell Potter believes Sonic Healthcare is approaching a return to more consistent growth and thinks investors should be taking a closer look at its shares. The broker has a buy rating and a $33.30 price target on them.

In terms of income, Bell Potter is forecasting partially franked dividends of 109 cents per share in FY 2026 and 111 cents per share in FY 2027. Based on the current share price of $22.57, this implies dividend yields of 4.8% and 4.9%, respectively.

The post Forget term deposits and buy these ASX dividend shares appeared first on The Motley Fool Australia.

More reading

• These excellent ASX dividend shares offer 4% to 6.7% yields
• 3 ASX dividend shares for smart investors to buy
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• My 3 best ASX dividend-focused stocks to buy in February
• 2 ASX shares to buy for growth and dividends

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

On Thursday, the S&P/ASX 200 Index (ASX: XJO) was out of form and tumbled into the red. The benchmark index fell 0.4% to 8,889.2 points.

Will the market be able to bounce back from this on Friday and end the week on a high? Here are five things to watch:

ASX 200 expected to fall again

The Australian share market looks set to fall on Friday following a poor night in the United States. According to the latest SPI futures, the ASX 200 is expected to open 71 points or 0.8% lower this morning. In late trade on Wall Street, the Dow Jones is down 1%, the S&P 500 is down 1.05%, and the Nasdaq is down 1.4%.

Oil prices sink

It could be a poor finish to the week for ASX 200 energy shares including Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices sank overnight. According to Bloomberg, the WTI crude oil price is down 3.1% to US$63.11 a barrel and the Brent crude oil price is down 3% to US$67.37 a barrel. This was driven by news that Iran and the US have agreed to talks, easing conflict concerns.

Rio Tinto-Glencore merger talks end

Rio Tinto Ltd (ASX: RIO) shares will be on watch on Friday after the mining giant abandoned merger talks with Glencore (LSE: GLEN). It stated: “Rio Tinto is no longer considering a possible merger or other business combination with Glencore plc, as Rio Tinto has determined that it could not reach an agreement that would deliver value to its shareholders.”

Gold price tumbles

ASX 200 gold shares Evolution Mining Ltd (ASX: EVN) and Newmont Corporation (ASX: NEM) could have a tough finish to the week after the gold price tumbled overnight. According to CNBC, the gold futures price is down 1.9% to US$4,856 an ounce. Gold and silver continued to fall after a short-lived rebound.

Hold Beach Energy shares

Beach Energy Ltd (ASX: BPT) shares are fully valued according to analysts at Bell Potter. This morning, in response to the energy producer’s half year results, the broker has retained its hold rating with a slightly improved price target of $1.15. It said: “BPT is in a production replacement cycle with respect to exploration and appraisal. Production growth should return in FY27 and capex ease, enabling positive free cash flow to support balance sheet deleveraging and ongoing dividends. We are positive on BPT’s exposure to Australian east coast gas markets (around half of sales volumes) and cautious with respect to global oil markets.”

The post 5 things to watch on the ASX 200 on Friday appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Woodside Energy Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has 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.

In FY25, beauty retailer Adore Beauty Group Ltd (ASX: ABY) displayed a controlled approach to inventory management, but in an industry so influenced by fast-moving TikTok trends, can it stay ahead of the game – and is it a buy right now?

Fast-moving cycles pose a challenge in the sector

Social media, particularly TikTok, has proved a phenomenon for beauty retailers, moving consumers from discovery to purchase in record time. And while this can be a tailwind, it can also lead to short-term aggressive cycles that put pressure on retailers.

They must respond lightning fast to meet demand, making quick inventory decisions that can make or break. Understocking can lead to lost revenue and impact the retailer’s position in a customer’s consideration set. Overstocking can be a pathway to carrying costs, markdowns, and wastage.

Short-cycle social media trends can be hard to predict. They may be based around a specific beauty ingredient, a whole category, or focused on one individual brand, making stock decisions even more complex.

How has Adore Beauty responded so far?

A few years ago, Adore Beauty made investments in AI-driven supply chain management technology to better manage these cycles. That foresight may well have paid off, with the company reporting strong results in FY25, including:

• Record gross margin of 35.3%
• EBITDA of $8.1 million, up 67.8% on the prior corresponding period (PCP)
• Revenue of $198.8 million, up 1.6% on PCP
• New customer growth up 4.9%
• A cash balance of $12.7 million with no debt

In FY25, it also made a move into brick-and-mortar retail. This saw the opening of seven new retail stores, with a reported goal of opening more than 25 stores across its Adore Beauty and IKOU brands.

While many sectors are moving away from physical retail and its heavy cost base, in many ways, it makes sense for Adore Beauty. This play allows it to compete with prominent local beauty retailer Mecca and international powerhouse Sephora by offering similar interactive in-person experiences.

In the last year, Adore Beauty demonstrated that it could perform under these challenging conditions. But as TikTok continues to compress and intensify demand cycles, it will need to remain vigilant and maintain its firm commitment to robust inventory management.

Is Adore Beauty a buy?

Adore Beauty has been on a wild ride since it listed on the ASX in 2020 with an IPO price of $6.75. Over the last five years, its share price has fallen by over 80%.

That said, it has made positive progress recently, and if it executes on its ambitious retail strategy, it could see impressive gains over the next few years. With the company set to release H1 FY26 results on 24 February, it will be interesting to see if its upward trajectory has continued thus far.

It’s definitely one to watch in 2026. For investors with a higher risk tolerance, it may be worth considering now, as I believe it is undervalued at current prices.

The post From viral hit to margin threat: Is inventory a growing risk for Adore Beauty? appeared first on The Motley Fool Australia.

More reading

• 3 exciting ASX ETFs with strong long-term growth potential
• Here are the top 10 ASX 200 shares today
• I would buy these ASX software shares after the AI selloff
• 3 fantastic ASX 200 blue chip shares to buy with $5,000
• Experts think these 2 ASX 300 shares are great buys in February

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

Long-term growth investing does not have to mean betting everything on a single stock.

Exchange-traded funds (ETFs) can provide exposure to powerful structural trends that are likely to play out over many years, while spreading risk across dozens or hundreds of businesses.

For investors looking beyond the next quarter and focusing on where the world may be heading, these three ASX ETFs stand out for their long-term growth potential.

Betashares Global Cybersecurity ETF (ASX: HACK)

The first ASX ETF with exciting long-term potential is the Betashares Global Cybersecurity ETF.

Cybersecurity is now a structural growth market. As businesses, governments, and consumers move more of their lives online, protecting data and systems has become critical infrastructure rather than discretionary spending.

This ETF provides investors with exposure to global leaders in this space, including companies such as CrowdStrike (NASDAQ: CRWD), Palo Alto Networks (NASDAQ: PANW), and Fortinet (NASDAQ: FTNT). These businesses sit behind the scenes, securing cloud platforms, corporate networks, and digital identities.

As threats become more sophisticated, demand for advanced security solutions is likely to remain a long-term growth driver. This ETF’s holdings stand to benefit greatly from this.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

Another ASX ETF with strong growth credentials is the Betashares Global Robotics and Artificial Intelligence ETF.

This fund focuses on stocks involved in robotics, automation, and artificial intelligence. These are areas that are reshaping how work is done across industries.

Its holdings include businesses such as NVIDIA (NASDAQ: NVDA), Intuitive Surgical (NASDAQ: ISRG), and Keyence. These provide the tools and hardware that enable automation and efficiency gains. This includes chips, sensors, and robotics systems that are increasingly being adopted in manufacturing, healthcare, and logistics.

This fund was recently recommended by analysts at Betashares.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

A final ASX ETF to consider for long-term growth is the Betashares Asia Technology Tigers ETF.

This popular fund provides investors with exposure to leading technology stocks across Asia, which is a region that continues to experience rising digital adoption and expanding middle classes. Holdings include stocks such as Tencent Holdings (SEHK: 700), Alibaba Group (NYSE: BABA), and Taiwan Semiconductor Manufacturing (NYSE: TSM).

While US technology companies may dominate headlines, many Asian tech leaders play critical roles in global supply chains, digital payments, and online services.

For investors willing to ride out short-term fluctuations, this fund offers exposure to a region with significant long-term potential. It was also recently recommended by analysts at Betashares.

The post 3 exciting ASX ETFs with strong long-term growth potential appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Global Cybersecurity ETF, CrowdStrike, Fortinet, Intuitive Surgical, Nvidia, Taiwan Semiconductor Manufacturing, and Tencent. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Alibaba Group and Palo Alto Networks and has recommended the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool Australia has recommended CrowdStrike and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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

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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 Catapult Sports, Lovisa, Netwealth Group, ResMed, and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Amcor Plc, Catapult Sports, Netwealth Group, ResMed, and Treasury Wine Estates. The Motley Fool Australia has recommended Gqg Partners, Lovisa, Orora, and Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The recent selloff across software-as-a-service (SaaS) stocks has been brutal. Artificial intelligence (AI) breakthroughs have sparked fears that entire layers of software could one day be automated away, and the market hasn’t waited around to find out. Valuations have compressed fast, sentiment has turned, and some very high-quality businesses have been sold as if their competitive advantages no longer matter.

I don’t see it that way.

While it’s sensible to acknowledge that AI will change how software is built and used, I think the market has gone too far in assuming it will simply replace entrenched platforms with deep customer relationships, complex workflows, and massive datasets. In a few cases, the selloff has created a risk-reward setup that looks genuinely attractive.

Two ASX software shares I would buy after the AI selloff are WiseTech Global Ltd (ASX: WTC) and Xero Ltd (ASX: XRO).

Why WiseTech still has a powerful moat

WiseTech’s share price has been hit hard, with investors worrying that AI could commoditise logistics software or lower barriers to entry. That fear ignores how deeply embedded WiseTech’s CargoWise platform is in global supply chains.

CargoWise isn’t a simple point solution. It sits at the centre of freight forwarding operations, customs compliance, tariffs, documentation, and increasingly complex cross-border trade rules. Large logistics providers don’t just use it because it’s functional. They rely on it because ripping it out would be operationally risky and enormously disruptive.

AI, in my view, is more likely to enhance CargoWise than replace it. Automating data entry, improving routing decisions, and helping customers navigate regulatory complexity all play directly into WiseTech’s strengths. Add in the integration of e2open and the shift to a new commercial model, and I think the business is quietly setting itself up for a re-acceleration in earnings once execution risk fades.

The share price suggests the market is focused on what could go wrong. I’m more interested in what happens if WiseTech simply continues doing what it has done for years.

Why AI may strengthen Xero

Another ASX software share caught up in the broader AI panic is Xero, with concerns that generative AI could one day replace accounting software altogether. But when you dig into how small businesses actually operate, I think that thesis looks shaky.

Xero already sits at the heart of a small business’s financial life. It is the system of record that holds years of transaction data, payroll history, tax information, and compliance workflows. AI tools still need a trusted source of truth to operate from, and that is where Xero’s position becomes powerful.

In an investor briefing this week, management made it clear that Xero sees AI as a way to evolve from a system of record into a “system of action and decision making” for small businesses. The company highlighted that millions of subscribers are already benefiting from AI-enabled features, from automation through bank feeds to insights that help owners manage their businesses more effectively. Xero also pointed to its deep domain knowledge, unique data platform, and strong network of accountants and bookkeepers as structural advantages that are hard to replicate.

Rather than being disrupted by AI, Xero appears to be using it to expand its total addressable market and increase the value it delivers per customer. The integration of Melio in the US only reinforces that, bringing accounting and payments together on one platform and improving unit economics over time.

Why the risk-reward looks compelling here

There’s no denying that both WiseTech and Xero face real risks. AI is moving quickly, competition is intense, and execution always matters. But after the share price declined by more than 50% over the past 12 months, I think the market is already pricing in a lot of bad news.

What it may be underestimating is how durable these platforms are, how sticky their customers tend to be, and how well positioned they are to adapt AI to their advantage rather than fall victim to it.

For me, this is exactly the kind of environment where long-term investors should lean in, not step back. When fear drives prices well below what the underlying business quality suggests, the odds start to tilt in your favour.

Foolish takeaway

AI will absolutely reshape software. But not all software is created equal.

WiseTech Global and Xero aren’t generic tools that can be swapped out overnight. They are deeply embedded platforms with data, scale, and customer trust on their side. After the recent selloff, I think the market is being too pessimistic about their futures.

The post I would buy these ASX software shares after the AI selloff appeared first on The Motley Fool Australia.

More reading

• Bargain hunting? Here are 3 ASX 200 shares plumbing 52-week lows today
• Why I think this ASX tech share sell-off is a great time to invest
• Top brokers name 3 ASX shares to buy today
• 3 quality ASX shares to buy after hitting a 52-week low
• 3 Australian stocks that are my best buy and holds for 2026

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

It is fair to say that ASX 200 blue chip shares can play an important role in a long-term portfolio.

These are typically well-established businesses with strong market positions, reliable earnings, and the ability to navigate different economic conditions.

While they may not always deliver the fastest growth, owning a few high-quality blue chips can help provide stability and confidence through market ups and downs.

But which ones could be buys with $5,000? Let’s look at three that analysts are recommending to clients:

CSL Ltd (ASX: CSL)

CSL could be an ASX 200 blue chip share to buy. This biotech company operates global plasma and vaccine businesses that are deeply embedded in healthcare systems around the world. Demand for its therapies is driven by medical need rather than economic cycles, which gives CSL a level of resilience that few ASX shares can match.

And while it has been going through a cold streak due to a number of headwinds hitting at once, management appears confident that improvements are coming. So, with its shares trading on below average multiples, now could be an opportune time to load up on this high-quality stock.

Morgan Stanley is bullish and recently put an overweight rating and $242.00 price target on its shares.

Macquarie Group Ltd (ASX: MQG)

Investment bank Macquarie is another ASX 200 blue chip share that could be a good addition to a portfolio right now.

Rather than relying on one line of business, Macquarie operates across asset management, banking, commodities, and infrastructure. This diversification allows it to perform in a wide range of market environments.

Over time, this approach has helped Macquarie grow through cycles while still returning capital to shareholders, which reinforces its status as one of the ASX’s highest-quality financials.

Ord Minnett recently put a buy rating and $255.00 price target on its shares.

Woolworths Group Ltd (ASX: WOW)

Lastly, Woolworths could be an ASX 200 blue chip share to buy.

Food retail is essential, but running a national supermarket network efficiently is anything but simple. Woolworths operates at enormous scale, giving it purchasing power, data advantages, and logistics capabilities that smaller competitors struggle to replicate.

Beyond day-to-day groceries, the company continues to invest in digital platforms, data analytics, and store formats that improve efficiency and customer experience. These incremental improvements do not grab headlines, but over time they strengthen margins and cash flow.

Combined, this leaves Woolworths well placed to grow at a steady rate over the next decade.

Ord Minnett is positive on the company’s outlook. It has a buy rating and $33.00 price target on its shares.

The post 3 fantastic ASX 200 blue chip shares to buy with $5,000 appeared first on The Motley Fool Australia.

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

Fund managers are always on the hunt for ASX share opportunities, and the team at Wilson Asset Management has picked out two S&P/ASX 300 Index (ASX: XKO) shares that look like opportunities at the current valuation.

These picks are companies currently in the portfolio of the listed investment company (LIC) WAM Leaders Ltd (ASX: WLE), which aims to actively invest in the highest-quality ASX shares. These picks are usually larger businesses.

One of the ASX 300 shares is a large steel producer, while the other is a uranium business.

BlueScope Steel Ltd (ASX: BSL)

WAM describes BlueScope as a global supplier and manufacturer of steel products for the building and construction industries.

In January, the business announced it had received a non-binding indicative takeover proposal of $30 per share from a consortium that included SGH Ltd (ASX: SGH) and Steel Dynamics (NASDAQ: STLD). This helped the BlueScope share price rise around 25% during January 2026.

The BlueScope Steel board decided to reject the proposal, saying that it materially undervalued the company, particularly when taking into account the company’s $2.8 billion property portfolio.

After that, the board decided to declare a $1 per share unfranked special dividend. The new CEO, Tania Archibald, pointed out additional cost-reduction opportunities totalling an additional $150 million for the ASX 300 share.

The fund manager noted that BlueScope Steel has been a core holding in the WAM Leaders investment portfolio, and it continues to see “upside not yet reflected in the current share price, underpinned by strong US spreads and an improving outlook for the demand amongst the North American market.”

Nexgen Energy (Canada) CDI (ASX: NXG)

The fund manager describes Nexgen Energy as a Canadian uranium explorer and developer, with its key asset being the Rook I project in the southwestern Athabasca Basin.

Uranium prices rose 25% in January 2026, supported by an ongoing supply-and-demand imbalance and increased focus on data centres and the materials required to outfit and expand construction.

In January, the business announced a further expansion of the Patterson Corridor East uranium deposit, located 3.5km from the Rook I project, which may provide an extension of high-grade uranium ore and meaningfully extend the mine life at Rook I.

WAM said:

We remain positive towards NexGen Energy given the favourable near-term uranium market outlook and a pipeline of catalysts, including the receipt of final federal permits for Rook I, which would enable construction activities ahead of targeted commercial production in 2030.

All of that bodes well for the ASX 300 share, it seems.

The post Experts think these 2 ASX 300 shares are great buys in February appeared first on The Motley Fool Australia.

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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 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.

It has been a tough week for Neuren Pharmaceuticals Ltd (ASX: NEU) shares.

Since this time last week, the ASX 200 healthcare stock is down 20%.

Is this a buying opportunity? Let’s see what Bell Potter is saying about the pharmaceuticals company.

What is the broker saying about this ASX 200 healthcare stock?

Bell Potter notes that Neuren was given some surprising and bad news out of Europe this week relating to its Daybue (trofinetide) drug. It said:

The EU’s drug advisory body, the CHMP, has adopted a “negative trend vote” on the marketing application for Daybue (trofinetide) in Europe. In other words, when the formal CHMP recommendation is passed down at the end of February, it will almost certainly be to not recommend Daybue for approval in Europe. The CHMP decision clouds what was the key near-term catalyst for NEU.

What’s next?

The broker acknowledges that this has created a lot of uncertainty, with a number of potential outcomes. It estimates that the probability of Acadia having the decision reversed in the first instance sits at around 25% to 50%. It explains:

Best case: NEU’s partner, Acadia, seek re-examination which leads to reversal of the CHMP’s initial decision and Daybue is approved in ~June-July 2026 with a label in Rett patients aged >2yrs. Middle case: Re-examination leads to reversal of CHMP decision and Daybue is approved but with restricted label limited only to patients aged >5 years (as opposed to > 2years), which was the age group included in the Phase 3 trial. Worst case: CHMP does not change its negative decision after a reexamination and Acadia would likely be required to provide further additional evidence to support approval, potentially including additional clinical data.

There are precedents for CHMP reversals: recent examples include Rezurock in GVHD (Jan 2026) and lecanemab and donanemab for Alzheimer’s (Nov 2024 and July 2025). Our best guess is the CHMP’s negative view in this instance was most likely related to scrutiny of the RSBQ co-primary endpoint used in the Phase 3 trial rather than safety concerns. While difficult to predict based on the very limited detail, we tentatively ascribe a ~25-50% chance of a CHMP reversal in the first instance.

Should you buy the dip?

Bell Potter has responded to the news by retaining its buy rating on the ASX 200 healthcare stock with a reduced price target of $22.00 (from $25.00).

Based on its current share price of $13.27, this implies potential upside of 66% for investors over the next 12 months.

It concludes:

NEU remains attractively valued based on the upside potential from its second drug candidate, NNZ-2591, hence we maintain our BUY. The Phase 3 trial for NNZ-2591 still has ~18 months until its readout, so investors will require patience to see through to this catalyst. Royalties from Daybue in the US alone will generate ~A$65m in CY26 income by our estimate, so NEU’s balance sheet remains very healthy regardless of the EU decision.

The post Why this beaten down ASX 200 healthcare stock could rebound 66% appeared first on The Motley Fool Australia.

More reading

• Why Beach Energy, Elders, Maas, and Neuren shares are dropping today
• ASX 200 healthcare stock sinks 9% on FDA update
• 5 things to watch on the ASX 200 on Thursday
• Neuren Pharmaceuticals shares FDA meeting feedback on NNZ-2591 clinical programs
• Neuren Pharmaceuticals shares paused pending announcement

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 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.