S&P/ASX 200 Index (ASX: XJO) shares fell 0.95% last week and are up 2% over 12 months.

Let’s start the new week with some fresh ratings from the experts (courtesy The Bull). 

Pro Medicus Ltd (ASX: PME)

The Pro Medicus share price fell 4.15% to $173.95 last week.

Pro Medicus shares have been killing it over the past six months — up 32%.

Stuart Bromley from Medallion Financial Group has a buy rating on this ASX 200 healthcare share.

Bromley commented:

Pro Medicus is a global leader in medical imaging software, with its Visage platform increasingly adopted by major US hospital networks.

Revenue of $261.7 million in full year 2026 rose 22.9 per cent on the prior corresponding period. Underlying net profit after tax of $144.7 million was up 24.1 per cent.

Revenue and underlying net profit exceeded expectations, while the underlying earnings before interest and tax margin reached an exceptional 74.9 per cent. It signed 10 new contacts worth $407 million in full year 2026. It renewed six contracts on five year terms to the value of $141 million.

Recent share price weakness provides an attractive entry point into a high quality growth businesses.

BHP Group Ltd (ASX: BHP)

The BHP share price fell 7.5% last week to $62.25, well off its new record of $68.77 set last month.

Blake Halligan from Gray Perry Wealth Advisers has a hold rating on the market’s largest ASX 200 mining share. 

Halligan said:

BHP remains a high quality diversified miner with large, low cost assets and increasing exposure to copper.

The company’s fiscal year 2026 result was strong, with it generating attributable profit of $US9.8 billion, up 9 per cent on the prior corresponding period. Revenue of $US58.8 billion was up 15 per cent.

Rising copper demand from electrification and data centres support the longer term outlook, while iron ore operations remain highly competitive.

Commodity-price sensitivity and project execution risks support retaining BHP rather than increasing exposure.

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price rose 2.02% last week to $160.42 amid a financial sector rally due to better-than-expected GDP data.

Bromley has a sell rating on this ASX 200 bank share. 

He explained:

CBA remains Australia’s highest quality major bank. The company posted cash net profit after tax of $10.982 billion in full year 2026, up 7 per cent on the prior corresponding period. The full year dividend of $5.05, fully franked, is up 4 per cent.

Despite the strong result, we believe the valuation is stretched, particularly as higher interest rates weigh on housing activity and credit growth. 

CBA shares were recently trading at historically elevated valuations compared to global peers. Better valuation opportunities exist elsewhere.

The recent dividend yield of 3.16 per cent lacks appeal.

The post Buy, hold, sell: Pro Medicus, BHP, CBA shares appeared first on The Motley Fool Australia.

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

WiseTech Global Ltd (ASX: WTC) has been one of the most frustrating shares on the ASX over the past year.

The stock closed on Friday at $37.69, down around 45% in 2026 and almost 60% over the past 12 months.

There’s obviously been plenty going on, and investors have had more than enough reasons to stay cautious.

But after such a big fall, I think the market may have gone too far the other way.

When I look past the noise, I still see one of the strongest software businesses on the ASX.

And there are a few things in particular that make me think WiseTech shares could look very different 12 months from now.

Margins are climbing

At first glance, WiseTech’s FY27 guidance probably isn’t going to get too many investors excited.

Revenue is expected to grow by 6% to 10%, which is a bit slower than what investors have become used to seeing from the company.

But the earnings outlook looks a lot better.

Underlying EBITDA is expected to rise by 12% to 21%, while margins are forecast to improve from 46% in FY26 to between 49% and 51%.

WiseTech said it has also already delivered around US$115 million in annualised cost savings, including US$64 million from e2open.

That gives the company a good base to work from heading into FY27.

More growth to come

There was another part of WiseTech’s result that caught my attention.

At 30 June, 61 large global freight forwarders had CargoWise either in production or under contract.

Of those, 12 were still being rolled out, with less than 25% of their expected users currently live.

So, there is still a decent amount of growth to come from customers WiseTech has already signed.

Customer attrition has remained below 1% in each of the past 14 financial years, while more than 90% of customer cohorts grew operational revenue in FY26.

To me, that makes the growth outlook look a lot better than the headline revenue guidance might suggest.

AI could be huge

AI is another part of the WiseTech story that I think could become a much bigger deal over time.

More than 75% of the company’s team is already using AI, while engineering productivity has increased by 45%.

WiseTech believes its AI tools could eventually reduce labour costs for logistics providers by as much as 50%.

Even a 10% reduction could save some of its largest freight forwarding customers around US$180 million to US$300 million a year.

If WiseTech can deliver even part of that, I think it could make CargoWise a lot more valuable to customers and open up another huge growth opportunity.

Why I think the shares could rocket

There’s also a lot to like about the financial position WiseTech is heading into FY27 with.

The company generated US$410.7 million of free cash flow in FY26, while net leverage is expected to fall from 2.7 times to around 2.2 times by the end of FY27.

Add improving margins, more CargoWise rollouts and the potential from AI, and I think there is plenty that could go right over the next year.

A move back into the mid $50’s would mean roughly 50% upside from here.

I don’t think that looks unrealistic if WiseTech can deliver on its FY27 targets and win some investor confidence back.

That’s why I’m happy to buy at these levels.

The post Why I’m buying WiseTech shares before the market catches on appeared first on The Motley Fool Australia.

More reading

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• 9 ASX shares downgraded by experts post-results this week
• Down another 18%: Why I’d buy WiseTech shares in the dip
• Where could the WiseTech share price be in 12 months?
• 40 ASX shares with ex-dividend dates next week

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

Australian investors have plenty of ASX ETFs offering exposure to the US share market. ETFs can spread risk across dozens or hundreds of companies, avoid the challenge of picking individual stocks, and often come with relatively low fees.

Two popular choices are BetaShares Nasdaq 100 ETF (ASX: NDQ) and iShares S&P 500 ETF (ASX: IVV). Both provide exposure to US equities, but they serve different purposes.

NDQ: The growth-focused option

NDQ has around $9 billion in funds under management and tracks the NASDAQ-100 Index (NASDAQ: NDX), giving investors exposure to many of America’s biggest technology and growth companies.

The appeal of this ASX ETF is straightforward: if US mega-cap technology and artificial intelligence stocks continue outperforming, NDQ could benefit disproportionately.

Its largest holdings include Nvidia, Apple, and Microsoft, giving investors significant exposure to some of the market’s biggest growth engines.

But that concentration is also a risk. NDQ is less diversified than a broad-market ETF and can be more vulnerable if technology valuations fall or growth stocks fall out of favour.

The trade-off has been strong historical performance. NDQ has returned around 13% over one year, 6.5% year to date, and 442% over 10 years.

The downside? Investors pay a 0.48% management fee, considerably more than IVV.

IVV: The diversified alternative

IVV takes a broader approach, tracking the S&P 500 Index (SP: .INX), an index covering roughly 500 large US companies. It has around $14.5 billion in FUM, making it one of Australia’s largest ASX ETFs.

There is significant overlap between IVV and NDQ, particularly among the mega-cap technology stocks. However, IVV also provides exposure to a much broader range of sectors and businesses.

That diversification is arguably IVV’s biggest attraction. Investors still participate in the growth of companies such as Nvidia, Apple, and Microsoft, but aren’t making quite as concentrated a bet on technology.

IVV has delivered around 8% over one year, 5% year to date, and 271% over 10 years.

Its other major advantage is cost. IVV charges just 0.04% a year, versus 0.48% for NDQ.

So, which ASX ETF is better?

It ultimately depends on what investors want.

NDQ could be the better choice for investors deliberately seeking higher exposure to US technology and growth stocks, and who are comfortable with greater concentration and volatility.

IVV looks more compelling as a core US equity holding, offering broader diversification and an exceptionally low fee.

For investors who simply want long-term exposure to the US market without making a concentrated technology bet, IVV could be the better all-round ASX ETF.

The post NDQ vs IVV: One could be the better US growth ASX ETF appeared first on The Motley Fool Australia.

More reading

• How to build a winning ASX share portfolio and create wealth
• These are the most popular ASX ETFs. Which has performed best over the last year?
• IVV vs NDQ ETF: Which is the better buy?
• These are the most popular ASX ETFs – Which has performed best in 2026?
• ASX shares investors are getting younger and trading more often: CBA report

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 Apple, BetaShares Nasdaq 100 ETF, Microsoft, Nvidia, and iShares S&P 500 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Apple, Microsoft, Nvidia, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.