If you are looking to take your portfolio to the next level, it may be time to think beyond traditional sectors.

Some of the most exciting opportunities in the market today are being driven by global technology, automation, and cybersecurity trends. The good news is that ASX exchange traded funds (ETFs) make it easy to access these themes in a single trade.

Here are five ASX ETFs that could supercharge your portfolio.

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

The first ASX ETF that could add serious growth potential is the BetaShares Asia Technology Tigers ETF.

This fund provides exposure to leading technology companies across Asia, a region that continues to digitise rapidly.

Its holdings include Tencent Holdings (SEHK: 700), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), and Alibaba Group (NYSE: BABA).

What makes this fund compelling is its exposure to markets that are still in earlier stages of digital adoption compared to the US, which could translate into strong long-term growth.

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

Another ASX ETF that could boost returns is the BetaShares Global Robotics and Artificial Intelligence ETF.

This ETF targets companies at the forefront of automation and AI, industries that are transforming how businesses operate.

Key holdings include NVIDIA (NASDAQ: NVDA), Intuitive Surgical (NASDAQ: ISRG), and Keyence.

Rather than focusing on a single niche, this ETF spreads exposure across multiple applications of AI and robotics, giving it a broad growth runway. It was recently recommended by the team at Betashares.

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

A third ASX ETF that could be worth considering is the BetaShares S&P/ASX Australian Technology ETF.

This fund provides exposure to Australia’s leading technology companies, offering a way to back local innovation.

Its holdings include Xero Ltd (ASX: XRO), WiseTech Global Ltd (ASX: WTC), and TechnologyOne Ltd (ASX: TNE).

This ETF gives investors access to businesses that are growing both domestically and internationally, with scalable models and strong long-term potential. It was also recently recommended by the team at Betashares.

VanEck MSCI International Quality ETF (ASX: QUAL)

Another ASX ETF that could strengthen a portfolio is the VanEck MSCI International Quality ETF.

It focuses on high-quality global companies with strong balance sheets, stable earnings, and competitive advantages.

Its holdings include Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), and Visa (NYSE: V).

This focus on quality helps balance out more aggressive growth exposures, providing a layer of resilience while still offering solid long-term returns. It was recently recommended by the team at VanEck.

BetaShares Global Cybersecurity ETF (ASX: HACK)

A fifth ASX ETF that could round out a portfolio is the BetaShares Global Cybersecurity ETF.

This fund targets companies involved in cybersecurity, an area that is becoming increasingly critical as digital threats continue to rise.

Key holdings include CrowdStrike (NASDAQ: CRWD), Palo Alto Networks (NASDAQ: PANW), and Zscaler (NASDAQ: ZS).

As businesses and governments invest more heavily in protecting data and systems, demand for cybersecurity solutions is expected to grow.

The post 5 ASX ETFs that could supercharge your portfolio 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, Technology One, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple, BetaShares Global Cybersecurity ETF, CrowdStrike, Intuitive Surgical, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, Technology One, Tencent, Visa, WiseTech Global, Xero, and Zscaler and is short shares of Apple. 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 positions in and has recommended WiseTech Global and Xero. The Motley Fool Australia has recommended Apple, CrowdStrike, Microsoft, Nvidia, Technology One, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The CSL Ltd (ASX: CSL) share price is a long way from where it used to be.

At $139.44, it is sitting closer to its 52-week lows than anything resembling its former peak. That peak was $342.75 back in February 2020, when CSL was widely seen as one of the ASX’s most dependable growth stories.

I think that contrast is striking. The same business that once traded at a premium for its consistency is now being priced far more cautiously.

A shift in how the market sees CSL and its shares

For a long time, CSL benefited from a very clear narrative.

It was a high-quality global biotechnology company with reliable growth, strong margins, and a pipeline that supported long-term expansion. Investors were comfortable paying up for that combination because the company delivered on it consistently.

That narrative has become less certain.

Over the past couple of years, CSL has been working through a period where growth has been less predictable and more dependent on a range of moving parts across its business.

In its latest update, the company reported a decline in revenue and underlying earnings for the half, while reported profit was heavily impacted by restructuring costs and impairments.

That alone does not tell the full story.

From consistency to complexity

One way I think about the current situation is that CSL has moved from being a relatively straightforward growth story to a more complex one.

Different parts of the business are moving at different speeds.

Some products are facing changes in pricing or policy settings in key markets. Others are dealing with increased competition or weren’t granted approval as expected. At the same time, the company is investing in new therapies, expanding manufacturing, and reshaping its business.

All of that adds layers. For investors, more moving parts often leads to more uncertainty, and that can influence how a company is valued, even if the long-term opportunity remains intact.

Still building for the next phase

What I find interesting is that CSL is still actively positioning itself for future growth.

The transformation program underway is designed to improve efficiency and simplify operations, while ongoing investment in research and development continues to build out the pipeline.

There are also new products coming through that could contribute more meaningfully over time, alongside existing therapies that remain central to the business.

To me, that suggests the company is focused on its next phase rather than standing still.

So, what could $10,000 become?

If CSL shares were to return to their record high of $342.75, investors would be laughing all the way to the bank.

That would represent an increase of roughly 145% from the current price of $139.44.

Based on that, a $10,000 investment today would grow to approximately $24,500 if the shares were to revisit that level.

But that is a big if.

Foolish takeaway

CSL is in a different phase to the one investors became used to over the past decade. The business now has more moving parts, more investment underway, and a broader set of factors influencing performance.

That has led to a reset in expectations and a lower share price.

At the same time, the company continues to invest in its future and build out its next wave of growth. If that plays out as hoped, the gap between the current share price and its previous high could narrow. But it is not guaranteed and could take some time to happen.

The post How much would $10,000 become if CSL shares returned to their record high? appeared first on The Motley Fool Australia.

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• 3 quality ASX shares I’d buy while everyone else is nervous

Motley Fool contributor Grace Alvino has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. 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.

If you had invested $5,000 in Commonwealth Bank of Australia (ASX: CBA) shares two years ago, you’d be sitting on a seriously impressive gain today.

Among today’s S&P/ASX 20 Index (ASX: XTL) heavyweights, CBA shares are one of the standout performers over the past 24 months. And no, this isn’t a speculative tech rocket or a turnaround story. This is a bank.

Let’s dive in.

Stellar growth, generous payouts

Back in April 2024, CBA shares were trading around $114.54. Fast forward to today, and they’re changing hands near $183.38 at the time of writing. That’s a gain of almost 60% in share price alone. By comparison the ASX 20 has risen roughly 23% over the same period.

Do the maths, and it gets even more interesting. A $5,000 investment at $114.54 would have bought you roughly 43.7 shares. At today’s price, those shares would now be worth about $8,010. That’s more than $3,000 in capital gains.

But that’s only half the story. CBA shares have continued to deliver generous, fully-franked dividends over that period. CBA’s yield has generally been between 3% and 4%.

If you’d reinvested those payouts along the way, your total investment would likely be worth north of $8,600 today. That brings the total earnings gain over 2 years to 72%. Not bad for a “boring” blue chip.

Strong, consistent profits

So what’s been driving this performance? Plenty.

First, earnings resilience. Despite a challenging economic backdrop, CBA has continued to deliver strong and consistent profits. Its dominant position in the Australian banking sector — particularly in home lending — has helped it maintain steady revenue streams.

Then there’s pricing power. Higher interest rates have boosted net interest margins, allowing the bank to earn more on its lending book. At the same time, its massive customer base and sticky relationships have helped protect those margins from competition.

And don’t underestimate demand. CBA shares have become a cornerstone holding for ETFs, super funds, and income-focused investors. In uncertain markets, money tends to flow into large, reliable companies and CBA has been one of the biggest beneficiaries of that trend.

Consistent investor demand

There’s also the dividend appeal. With consistent, fully-franked payouts, CBA remains a favourite among income investors. That demand helps support the share price, even when broader market conditions are volatile.

Put it all together, and you get a powerful combination: steady earnings, strong margins, reliable dividends, and constant investor demand. The result? A blue-chip stock that has quietly delivered market-beating returns.

Foolish Takeaway

The performance of CBA shares over the past two years is a reminder that you don’t always need to chase high-risk growth stocks to build wealth.

Sometimes, the biggest winners are the ones hiding in plain sight. And for long-term investors, that’s the real takeaway.

Quality businesses don’t just protect capital, they can grow it faster than you think.

The post $5,000 invested in CBA shares two years ago is now worth… appeared first on The Motley Fool Australia.

More reading

• 10 years to retirement? Here’s how to build a solid income
• How I would build the ultimate beginner portfolio with $10,000
• CBA shares jump another 9.5% in April: Buy, sell or hold?
• Just starting out? These 5 ASX shares could be the perfect first buy
• Forget CBA shares and buy this ASX 200 stock: Shaw & Partners

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 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.

The National Storage REIT (ASX: NSR) share price is in focus after news that the company will be removed from the S&P/ASX 200 Index (ASX: XJO), following its planned takeover by Brookfield Asset Management and GIC.

What did National Storage REIT report?

• National Storage REIT to be removed from the S&P/ASX 200 Index, pending final court approval of its acquisition.
• The removal and replacement process will take effect before the open of trading on Wednesday, 22 April 2026.
• Alkane Resources Ltd (ASX: ALK) will join the S&P/ASX 200 Index in NSR’s place.
• The acquisition involves a consortium led by Brookfield Asset Management and GIC.

What else do investors need to know?

National Storage REIT’s removal from the S&P/ASX 200 comes as the company approaches the completion of its acquisition by a global consortium. This follows a period of market speculation about National Storage’s future on the index and under new ownership.

The change is subject to final court approval of the acquisition, a common step when listed entities are taken over and cease to be independent ASX-listed companies.

What’s next for National Storage REIT?

If the court approves the acquisition as expected, National Storage REIT shares will be delisted, and investors will receive their consideration from the takeover consortium. The company’s removal from the S&P/ASX 200 may affect portfolios tracking the index and eligibility for certain funds.

Investors might want to keep an eye out for the final court decision and any further updates from the consortium regarding the acquisition timeline and settlement process.

National Storage REIT share price snapshot

Over the past 12 months, National Storage shares have risen 27%, outperforming the S&P/ASX 200 Index which has risen 16% over the same period.

View Original Announcement

The post National Storage REIT to exit ASX 200 after takeover announcement 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.

If I were building a balanced ASX share portfolio today, I’d pair one elite growth compounder with one high-yield cash machine.

That combination gives you the best of both worlds: long-term capital growth and immediate passive income. For an investor thinking a decade ahead, that’s the kind of ASX share mix that can help build both wealth and retirement income.

Let’s take a closer look.

Pro Medicus Ltd (ASX: PME)

The growth pick is Pro Medicus. The $14 billion ASX share has lost 38% of its value in 2026. Even after its sharp sell-off earlier this year, this remains one of the highest-quality growth businesses on the ASX.

The radiology imaging software specialist recently delivered another strong half, with revenue and profit surging, and it continues to land long-duration US hospital contracts. In just the past two weeks, Pro Medicus has landed two significant US contracts and that’s starting to shift sentiment.

Importantly, the February result-driven plunge pushed the stock to a fresh 52-week low near $108, despite record earnings. That disconnect is exactly what makes the ASX healthcare share interesting.

This is a business with world-class margins, no debt, sticky healthcare clients, and a huge US expansion runway. Its Visage imaging platform is deeply embedded into hospital workflows, making switching incredibly difficult.

While the valuation still isn’t cheap, quality software leaders rarely are. In light of the recent weakness, most brokers see Pro Medicus as a strong buy, with the maximum average 12-month price target set at $275. That’s a potential 100% upside, at current price levels.

For patient investors, this looks like a rare chance to buy a premium ASX growth share well below its highs.

GQG Partners Inc. (ASX: GQG)

The funds management giant continues to stand out as one of the market’s most attractive dividend plays, currently offering a double-digit yield above 11% based on recent payouts. Morgans is expecting very generous dividend yields of 11% in FY 2026 and FY 2027.

What I like most is that GQG’s dividend isn’t just high for the sake of it. The ASX share throws off serious cash, boasts strong profit margins, and still trades on a relatively modest earnings multiple.

If global equity markets remain supportive and funds under management (FUM) continue to grow, investors could enjoy both juicy income and capital upside. On Monday GQG reported FUM of US$162.5 billion as at 31 March 2026. That included net outflows of US$8.6 billion for the quarter, a clear red flag for the market.

Despite the recent setback, Morgans recently upgraded the ASX share to a buy rating (from accumulate) and lifted its price target from $1.89 to $2.03. That implies around 19% upside from the current share price of $1.70 over the next 12 months.

The post One ASX share to double, one yielding 11% — ASX picks for April appeared first on The Motley Fool Australia.

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• Still down 40%, are Pro Medicus shares primed to break out?
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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 Pro Medicus. The Motley Fool Australia has recommended Gqg Partners and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There are a lot of gold miners to choose from on the Australian share market.

To narrow things down, let’s take a look at one ASX 200 gold stock that Bell Potter is bullish on.

Which ASX 200 gold stock?

The gold miner that Bell Potter is tipping as a buy is Evolution Mining Ltd (ASX: EVN).

It notes that the company released its quarterly update this week. While it wasn’t blown away with the update, the broker remains positive given its strong cash flow generation. Commenting on the quarter, Bell Potter said:

EVN has reported a weaker March quarter 2026 result, in-line with management commentary and previously disclosed operational disruptions at Ernest Henry (flooding) and Cowal (bi-annual mill shutdown). Group production was 170.1koz gold and 10.8kt copper (vs BPe 171.0koz gold and 16.6kt copper).

While the March quarter suffered from operational and weather disruptions resulting in lower production and higher costs QoQ, this had been flagged to the market. That EVN still generated near-record free cash flow under these circumstances helped a strong positive reaction. We also believe consistent commentary on maintaining capital discipline, investing in high-returning organic growth projects and an aversion to hoarding cash has been well received by the market. We forecast EVN to declare fully-franked dividends of 50cps in FY26, up from 20cps in FY25.

Time to buy?

According to the note, the broker has retained its buy rating on the ASX 200 gold stock with a slightly trimmed price target of $16.45 (from $16.60).

Based on its current share price of $14.45, this implies potential upside of 14% for investors over the next 12 months.

In addition, Bell Potter is forecasting an attractive 3.5% dividend yield over the period. This boosts the total potential return to over 17%.

Commenting on its buy recommendation, Bell Potter said:

EPS changes on this update are -6% for FY26, FY27 and FY28 are unchanged. Changes to our operational assumptions are minor. EVN offers effectively unhedged gold and copper exposure via a portfolio of high quality, long-life assets in Tier 1 jurisdictions, overseen by a high-quality management team. EVN has stated its intention to pass growing free cash flows on to shareholders. Our NPV-based Target Price drops 1% to $16.45/sh and we retain our Buy recommendation.

The post Why this ASX 200 gold stock could be a strong buy appeared first on The Motley Fool Australia.

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• 5 things to watch on the ASX 200 on Thursday
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• Is this one of the best ASX 200 gold stocks to buy now?

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.

Wouldn’t it be great to own ASX shares that could deliver big returns over the next 12 months and potentially beyond? I’m going to highlight three businesses that experts are very positive about.

A price target tells investors where experts think the share price could go within the next year, and we’re going to look at three ASX shares where analysts have put price targets on businesses that suggest they could rise by at least 75%.

Let’s look at these different opportunities.

Autosports Group Ltd (ASX: ASG)

Autosports describes itself as Australia’s only ASX-listed specialist prestige and luxury vehicle retailer. It has more than 80 businesses across key metropolitan markets in Sydney, Melbourne, Canberra, Brisbane, Gold Coast, and Auckland.

It has new and used vehicle dealerships, motorcycle dealerships, and specialist collision repair facilities.

The business is growing strongly – in the first half of FY26, revenue grew 10.9% to $1.52 billion, normalised operating profit (EBITDA) rose 26.6% to $70.6 million, and normalised net profit before tax (NPBT) grew 74.9% to $35.3 million. In January 2026, new vehicle written orders were up 13% and service and parts revenue was up 11%.

In its FY26 half-year result, it said it was expecting further profit growth, partly because of operating leverage and the inclusion of earnings from recent acquisitions.

According to CMC Invest, there have been five buy ratings on the business, with an average price target of $4.78, suggesting a possible rise of around 100% over the next year.

Myer Holdings Ltd (ASX: MYR)

Myer is best known as a department store retailer and it also has a number of apparel brands, including Just Jeans, Jay Jays, Portmans, Dotti, Jacqui E, Sass & Bide, Marcs, and David Lawrence.

The ASX share’s FY26 half-year result included growth from the inclusion of acquired apparel brands into the business. Total sales grew 24.5% to $2.28 billion and underlying net profit after tax (NPAT) increased 21.7% to $51.7 million. But, ‘pro forma’ net profit declined 17% because of investments in strategic initiatives.

The Myer share price dropped more than 50% in the past year and it now looks cheap according to experts.

According to CMC Invest, there have been three recent ratings on the business, with two of those being a buy and one being a hold. The average price target is 53 cents, suggesting a possible rise of well over 80%.

It’s now priced at under 8x FY26’s estimated earnings, according to the forecast on CMC Invest.

Beacon Lighting Group Ltd (ASX: BLX)

The third ASX share that I’m going to cover is one of the leading lighting retailers in Australia with a large retail store network as well as having commercial customers and international sales.

The Beacon Lighting share price has dropped by around 50% in the past year, which makes it look a lot cheaper today.

According to CMC Invest, there have been six recent ratings on the business, with five of those being a buy. The average price target from those ratings was $3.06, suggesting a possible rise of around 80% from where it is today.

Using the forecast on CMC Invest, the Beacon Lighting share price is valued at 13x FY26’s estimated earnings.

The post 3 ASX shares tipped to grow 75% or more in the next 12 month! 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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended Myer. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Nufarm Ltd (ASX: NUF) shares were on form on Wednesday.

The agricultural chemicals company’s shares ended the day 11% higher at $2.47 following the release of a trading update.

But if you thought the gains were over, think again.

That’s because Bell Potter is tipping this ASX 200 share to continue to rise over the next 12 months.

What is the broker saying about this ASX 200 share?

Bell Potter was pleased with the company’s update and highlights that its earnings guidance and balance sheet deleveraging were ahead of expectations. It said:

NUF has provided a positive trading update with underlying 1H26 uEBITDA expected in a range of $239-244m (vs. BPe of $231m and VA of $240m) and representing +16-19% YoY growth. The performance is driven by improved margins in crop protection, growth in the traditional hybrid seeds platform and a stronger performance in the Omega-3 and biofuel platforms

Net debt at 1H26, which is traditionally the seasonal peak, is expected at ~$1.23Bn, which is down $130m YoY and at 3.6x T12M EBITDA is down materially from the 4.6x T12M EBITDA reported at 1H25. This is an improvement from previous expectations of 1H26 net debt to be similar to 1H25 levels.

In addition, it was pleased to see that momentum was continuing. The broker adds:

Positive trading momentum has continued into April across all regions and the group is targeting an additional $50m in costs savings following a strategy refresh (following the change in CEO). The savings are on top of the run rate $50m in cost outs that were delivered in FY25 and realised over 2H25/1H26.

Nufarm shares tipped to rise

According to the note, the broker has retained its buy rating and $3.60 price target on the company’s shares.

Based on where the ASX 200 share is currently trading, this implies potential upside of 46% for investors over the next 12 months.

Explaining its bullish stance and buy recommendation, Bell Potter said:

We are now in or approaching the most material selling windows for NUF and the majority of markets look supportive of reasonable demand levels of crop protection products and the most recent trading update confirms improved margin trends.

In addition, upward movements in active ingredients (glyphosate >30% gains in recent weeks) and omega-3 indicators all look to support a more favourable pricing backdrop for 2H26e. The potential for a faster selling window and restart of omega-3 oil sales have the scope to assist in deleveraging the NUF balance sheet further, which is already slightly ahead of schedule.

The post Why this ASX 200 share could be heading 40%+ higher 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 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.

Big share price declines tend to draw attention, especially when they involve well-known growth companies.

For me, the more interesting question is what has changed beneath the surface, and whether the long-term direction of the business still points higher over time.

Here are two ASX 200 shares that have pulled back heavily, but that I think still offer compelling long-term potential.

Life360 Inc (ASX: 360)

Life360 is a business I increasingly think of as a network rather than just an app.

At its core, this technology company connects families through location sharing and safety features, but what stands out is the scale it is reaching. The platform now has close to 100 million monthly active users globally, with strong growth continuing across both the US and international markets.

That kind of scale creates something valuable. As more users join the platform, the usefulness of the network increases, and that can support stronger engagement and monetisation over time. The company is already seeing that play out, with subscription growth continuing to track alongside user growth.

What I find interesting is how many layers this business could have. Beyond subscriptions, there are opportunities in hardware, data, advertising, and additional services that sit on top of the core platform. That creates multiple pathways for growth, rather than relying on a single revenue stream.

For me, the size of the network and the ability to deepen monetisation over time is what makes this ASX 200 share very interesting, especially after falling more than 60% from its high.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne offers a very different type of opportunity.

Where Life360 is building a global consumer platform, TechnologyOne is focused on enterprise software, particularly for government, education, and large organisations.

What stands out to me here is the strength and consistency of the business. Over time, TechnologyOne has developed a model built around recurring revenue, long-term customer relationships, and steady expansion within its existing base. That creates a level of predictability that is not always common in technology companies.

More recently, the company has been leaning into artificial intelligence (AI) as part of its product offering, with management highlighting AI as a driver of confidence in future growth.

I think that is an interesting shift. Rather than being positioned as a risk, AI is being integrated into the product suite to enhance what the company already does. That approach could help strengthen its value proposition over time, particularly with customers looking for more capability without added complexity.

The share price pullback suggests some caution from the market, but the underlying model remains consistent. For me, that combination of reliability and gradual evolution is what makes it a compelling long-term holding. This is particularly the case after pulling back 33% from its high.

Foolish Takeaway

Share price declines of this magnitude often reflect a change in sentiment as much as a change in fundamentals.

Life360 is building a large and growing network with multiple avenues for monetisation, while TechnologyOne continues to deliver a steady, recurring revenue model while evolving its product offering.

They are different businesses, but I think both offer something that matters over the long term. The ability to grow into a larger opportunity from where they are today.

The post 2 ASX 200 shares down 30%+ that I’d buy with $4,000 appeared first on The Motley Fool Australia.

More reading

• 5 ASX growth shares to buy and hold for 5 years
• 3 discounted ASX 200 shares to buy before they rebound 
• 3 high-quality ASX shares to buy while they are cheap
• Have these top ASX shares been sold off too far?
• These 3 ASX 200 stocks hit a 52-week low: Buy, sell or hold?

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 Life360 and Technology One. The Motley Fool Australia has positions in and has recommended Life360. 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.

On Wednesday, the S&P/ASX 200 Index (ASX: XJO) recorded a small gain. The benchmark index rose 0.1% to 8,978.7 points.

Will the market be able to build on this on Thursday? Here are five things to watch:

ASX 200 set to open flat

The Australian share market looks set for a subdued session on Thursday despite a relatively good night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day flat this morning. In late trade in the United States, the Dow Jones is down 0.25%, the S&P 500 is up 0.6% and the Nasdaq is 1.2% higher.

Buy Evolution Mining shares

Bell Potter thinks investors should be buying Evolution Mining Ltd (ASX: EVN) shares. This morning, the broker has retained its buy rating on the gold miner’s shares with a trimmed price target of $16.45. It said: “EVN offers effectively unhedged gold and copper exposure via a portfolio of high quality, long-life assets in Tier 1 jurisdictions, overseen by a high-quality management team. EVN has stated its intention to pass growing free cash flows on to shareholders.”

Oil prices mixed

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a subdued session on Thursday after oil prices traded mixed. According to Bloomberg, the WTI crude oil price is up 0.1% to US$91.30 a barrel and the Brent crude oil price is down 0.1% to US$88.12 a barrel. Traders appear to be waiting to see what happens with US-Iran peace talks.

Nufarm shares rated as a buy

Nufarm Ltd (ASX: NUF) shares could continue to rise after surging 11% on Wednesday. That’s the view of analysts at Bell Potter, who have put a buy rating and $3.60 price target on the agricultural chemicals company’s shares. It said: “NUF has provided a trading update, highlighting +16-19% YoY growth in 1H26 uEBITDA and a deleveraging of the balance sheet slightly ahead of expectations.”

Gold price softens

ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a soft session on Thursday after the gold price dropped overnight. According to CNBC, the gold futures price is down 0.65% to US$4,817.9 an ounce. Traders continue to wait for news from the US-Iran peace talks before making any major moves.

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

More reading

• Why Evolution Mining, Mesoblast, Nufarm, and Virgin Australia shares are storming higher today
• Why is this $25 billion ASX mining stock charging higher today?
• Why Nufarm shares just exploded higher on Wednesday
• Has the ASX 200 or S&P 500 been a better investment this year?
• Virgin Australia’s FY26 update: Hedging cushions rising fuel costs

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.