Share prices are always changing, giving investors the ability to choose ASX share opportunities at cheap valuations.

ASX reporting season recently finished. This gave analysts the chance to update their views on businesses, including share price targets.

I’m going to talk about two businesses that analysts suggest could deliver returns of at least 40% or more in the next 12 months.

Macquarie Technology Group Ltd (ASX: MAQ)

This ASX share describes itself as an Australian data centre, cloud, cybersecurity and telecom operator for government and mid-to-large business customers. It aims to provide the best customer services in Australia.

According to CMC Markets, there have been five ratings on the business within the last three months, with four of those being a buy. The average price target is $83.24, suggesting a possible rise of 50% over the next year.

One of the company’s core attractions is that how 95% of its revenue has come from contracted monthly recurring revenue.

The ASX share is heavily investing to unlock future earnings – in FY26 its capital expenditure was $230.5 million, including $186.2 for IC3 SuperWest). In the coming years, its earnings should grow as a result of these investments.

Despite the investing, its underlying operating profit (EBITDA) grew by 2% to $115.9 million during FY26. The EBITDA is expected to rise again, though modestly, in FY27 with IC3 SuperWest phase 1 revenue starting in the second half of FY27.

Mader Group Ltd (ASX: MAD)

The other ASX share I’ll highlight is Mader. It describes itself as a global leader in the provision of specialist technical services across multiple industries.

Its labour market platform allows it to connect a global network of over 520 customers to a skilled in-house workforce of approximately 4,500 personnel on flexible, fit for purpose and cost-effective terms.

According to CMC Invest, there has been three analyst ratings on the business within the last three months, with all of those ratings being a buy. The average price target of those three ratings is $8.86, suggesting a possible rise of 42% over the next 12 months.

FY26 was a solid year of growth for the business, with 15% revenue growth to $1 billion and net profit after tax (NPAT) growth of 15% to $65.4 million. Plus, its balance sheet‘s net debt improved by $44 million, resulting in a net cash position of $35.7 million.

In FY27, the business expects to grow by at least 13% to $1.13 billion, with net profit of at least $72.5 million (that’s 11% growth).

Double-digit growth is a strong level of expansion given the current economic climate.

The post 2 ASX shares tipped to grow 40% or more in the next 12 months appeared first on The Motley Fool Australia.

More reading

• 2 ASX data centre stocks rated a buy
• Macquarie Technology: Twelve years of EBITDA growth
• Mader Group FY26 earnings: Profit jumps 15% on record revenue
• Investing in AI stocks on the ASX? Here’s what you should buy

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

On Friday, the S&P/ASX 200 Index (ASX: XJO) finished the week in a subdued fashion. The benchmark index fell 0.15% to 9,005.9 points.

Will the market be able to bounce back from this on Monday? Here are five things to watch:

ASX 200 expected to edge lower

The Australian share market looks set for a soft start to the week following a poor session on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 1 point lower. In the United States, the Dow Jones was down 0.5%, the S&P 500 dropped 0.4%, and the Nasdaq fell 0.3%.

Oil prices rise

It could be a positive start to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices rose on Friday night. According to Bloomberg, the WTI crude oil price was up 0.2% to US$91.48 a barrel and the Brent crude oil price was up 0.8% to US$96.28 a barrel. Oil prices charged higher last week amid an escalation in US-Iran tensions.

Buy Seek shares

Seek Ltd (ASX: SEK) shares could be in the buy zone according to Gray Perry Wealth Advisers. This morning, according to The Bull, its team has named job listings giant Seek as a buy this week. It said: “Despite softer job-ad volumes, fiscal year 2026 net revenue rose 10 per cent and EBITDA increased 15 per cent, demonstrating pricing power and operational resilience. We’re forecasting earnings to grow about 9.5 per cent annually in the next two years. An improving return on equity and a healthy dividend further support the investment case.” 

Gold price tumbles

It could be a poor start to the week for ASX 200 gold shares Capricorn Metals Ltd (ASX: CMM) and Northern Star Resources Ltd (ASX: NST) after the gold price tumbled on Friday night. According to CNBC, the gold futures price was down 1.4% to US$4,476.6 an ounce. Traders were selling gold after strong US jobs data boosted rate hike bets.

ASX 200 shares going ex-dividend

Another group of ASX 200 shares are going ex-dividend this morning and could trade lower. Among them are healthcare technology company Pro Medicus Ltd (ASX: PME), gold miners Alkane Resources Ltd (ASX: ALK) and Perseus Mining Ltd (ASX: PRU), investment platform provider Hub24 Ltd (ASX: HUB), and retail conglomerate Super Retail Group Ltd (ASX: SUL). The latter will be paying shareholders a fully franked 33 cents per share final dividend on 29 September.

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

More reading

• 9 ASX mining shares going ex-dividend this week
• How much superannuation do I need to retire with a $50,000 annual passive income?
• How to build a winning ASX share portfolio and create wealth
• ASX 200 bank shares led a financial sector rebound last week
• Top 3 ASX healthcare shares to buy after a brutal year

Motley Fool contributor James Mickleboro has positions in Pro Medicus and Woodside Energy Group Ltd. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24 and Super Retail Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended Super Retail Group. The Motley Fool Australia has recommended Hub24 and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Investing some of your hard-won superannuation savings in ASX dividend shares presents a great opportunity to earn retirement boosting passive income.

If it’s an extra $200 a day that you’re after, then that equates to $73,000 a year. (We’ll leave those pesky leap years out of this!)

And that should be plenty to live a comfortable retirement.

According to the latest data from the Association of Superannuation Funds of Australia (ASFA), a couple who own their home needs $78,566 a year to live ‘comfortably’. So, we’re right in the ballpark with our $200 a day in passive income here.

We’ll look at how high your super balance should be to achieve that income without drawing down your balance, and a few top ASX dividend stocks you might want to consider buying, below.

But first…

A few important points

To try to ensure that the real value of our passive income stream doesn’t get eroded by inflation over time, we’ll aim to invest our superannuation in S&P/ASX 200 Index (ASX: XJO) dividend shares whose capital growth (share price gains) at least matches inflation levels.

For example, the S&P/ASX 200 Gross Total Return Index (ASX: XJT) – which includes all cash dividends reinvested on the ex-dividend date – has gained 45% over the last five years. That works out to 7.7% annual gains compounded. As you’ll see below, that’s more than the annual yield we’re targeting.

We’ll also preference ASX dividend shares with franking credits. Those give you credit for the 30% in corporate taxes the companies you’re buying have already paid on their profits. And it should allow you to retain more of those dividends when it’s time to pay the ATO what’s due.

With that said…

How much superannuation do I need for $200 daily passive income?

The precise super balance you’ll need to earn an average of $200 a day in passive income will depend on the yield you’re getting.

I believe the three ASX 200 dividend stocks below (each operating in different sectors) provide a reasonable example of the long-term yield you can expect to achieve.

So, the first stock you may want to buy with your superannuation is Aussie mining giant Fortescue Ltd (ASX: FMG)

Over the past 12 months, Fortescue has paid (or shortly will pay) two fully franked dividends totalling $1.08 a share. At the recent Fortescue share price of $17.19, Fortescue trades on a 6.3% fully franked dividend yield.

Second, we have rail freight operator Aurizon Holdings Ltd (ASX: AZJ).

Over the past 12 months Aurizon has paid (or shortly will pay) two dividends, 90% franked, totalling 23 cents a share. At the recent Aurizon share price of $3.74 Aurizon trades on a dividend yield of 6.2%.

And the third stock I’d buy for long-term passive income is Westpac Banking Corp (ASX: WBC).

Over the past 12 months, the big four Aussie bank has paid out $1.54 a share in fully franked dividends. At the recent Westpac share price of $35.06, Westpac trades on a fully franked dividend yield of 4.4%.

To the maths!

Assuming you invest an equal amount into each of the above ASX 200 dividend stocks, you can expect to earn a yield of 5.6%.

So, to earn $200 a day in passive income without drawing down your superannuation balance, you’d need that balance to be around $1.3 million.

And remember, we’re aiming for a comfortable retirement level for a couple. So that can be a combined balance as well.

The post How much do I need in my superannuation to earn $200 a day in passive income? appeared first on The Motley Fool Australia.

More reading

• No savings at 30? Here’s how I’d aim to retire early with $1 million buying ASX shares
• How much superannuation do I need to retire with a $50,000 annual passive income?
• ASX 200 bank shares led a financial sector rebound last week
• What’s driving the ASX 200 higher today?
• Here’s what brokers tip next for APA, Transurban, Aurizon shares

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