Private equity firm Warburg Pincus has swooped in with a buyout offer for Ingenia Communities Group (ASX: INA) just days after the real estate investor’s shares fell sharply on its own takeover deal.

Shares in Ingenia dipped after it revealed plans in late August to acquire Peet Ltd (ASX: PPC), one of Australia’s leading master planned community developers.

Ingenia’s own deal out of favour

Ingenia shares fell from levels above $4 following the announcement of the deal and last traded at $3.65 before Warburg Pincus announced its deal.

That offer is for $4.75 in cash per share. Ingenia shares were up 13.7% to $4.15 in early trade on Monday.

Ingenia said in a statement to the ASX that the Warburg Pincus deal was subject to numerous conditions, including a unanimous recommendation from its board and the Peet deal not proceeding.  

The Ingenia board said that after thorough consideration, it had determined that the offer “substantially undervalues Ingenia and is not in the best interests of its security holders”.  

The company added:

The Board is confident in Ingenia’s strategic direction and growth trajectory. There are strong long-term structural tailwinds supporting continued growth in the land lease communities sector and the attractiveness of Ingenia’s holiday parks business in providing affordable holiday accommodation. Ingenia believes there are significant opportunities to continue to grow its business, enhance the scale and efficiency of its platform, and deliver long term value to its security holders. The Ingenia Board considers that the proposed acquisition of Peet is an important component of Ingenia’s strategy, securing a significant development pipeline which is expected to support Ingenia’s growth and product delivery over time.

Peet deal to grow scale

Ingenia is offering Peet shareholders 68 cents per share as well as 0.3367 Ingenia shares per Peet share.

The Peet board has unanimously approved the deal, subject to an independent expert’s report.

Ingenia said regarding the deal:

The transaction has strong strategic and financial rationale for both sets of securityholders, creating a leading national land lease platform and expanding Ingenia’s presence in the complementary master planned community sector.

Ingenia Communities Chief Executive Officer John Carfi said the deal was a “unique opportunity” to create a high-quality development pipeline on attractive terms.

He added:

The transaction delivers on our core strategic goals, increasing our scale and exposure to land lease development, creating a national platform, accelerating and securing growth beyond our 5-Year Plan, as well as delivering a logical extension to our living strategy that responds to the evolution of the residential sector.

The post Why are Ingenia shares soaring today? appeared first on The Motley Fool Australia.

More reading

• Ingenia Communities Group rejects takeover offer, backs growth strategy
• Ingenia Communities proposes to acquire Peet, boosting growth
• Ingenia Communities posts strong FY26 with profit up 45% and guidance exceeded
• Peet FY26 earnings: Profit and dividend surge on record sales

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has 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.

If you are looking for new additions to your portfolio, then it could be worth listening to what analysts are saying about the popular ASX shares named below, courtesy of The Bull. 

Here’s what they are recommending this week:

Dicker Data Ltd (ASX: DDR)

The team at Vestra Capital is positive on this software and hardware distributor and has named it as a buy this week.

Vestra highlights Dicker Data’s strong top line growth, attractive dividend yield, and exposure to artificial intelligence (AI) spending as reasons to buy. It said:

This technology company distributes hardware and software solutions. It benefits from enterprise spending on AI capable servers, network upgrades and end point security hardware. It generated gross revenue of $2.1 billion in the first half of 2026, up 14.2 per cent on the prior corresponding period. Net profit after tax of $60.7 million was up 54.1 per cent. 

Management has upgraded full year gross revenue guidance to between $4.3 billion and $4.4 billion, alongside profit before tax guidance of between $162 million and $165 million. Double digit top line momentum, an appealing dividend yield and increasing exposure to AI infrastructure spending provides a bright outlook, in my view.

Pro Medicus Ltd (ASX: PME)

Over at Medallion Financial Group, it has named this medical imaging software provider as an ASX share to buy.

Medallion believes that recent share price weakness has created a buying opportunity for investors. It explains:

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.

Seek Ltd (ASX: SEK)

Gray Perry Wealth Advisers is a fan of job listings giant Seek and is tipping it as an ASX share to buy this week.

The wealth adviser highlights Seek’s improving return on equity and healthy dividend as reasons to be positive. It said:

Seek operates a leading online employment marketplace, with a dominant position in Australia and established operations across Asia. Its scalable model, strong margins and international expansion provide attractive long-term growth potential. 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.

The post Experts name 3 top ASX shares to buy this week appeared first on The Motley Fool Australia.

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• These ASX 50 shares have lost up to 60%. Is the sell-off overdone?
• 5 things to watch on the ASX 200 on Monday
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• 40 ASX shares with ex-dividend dates next week

Motley Fool contributor James Mickleboro has positions in Pro Medicus. 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 Dicker Data. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

DroneShield Ltd (ASX: DRO) has given shareholders a rough ride in 2026.

But I still believe the long-term opportunity in counter-drone technology is substantial.

For investors comfortable with high risk and plenty of volatility, here are three reasons I would consider buying the shares in September.

A much lower entry point

The first reason is simple. Investors can buy DroneShield shares for considerably less than they could previously.

The shares are trading around $1.75 on Monday, close to their 52-week low of $1.68 and roughly 74% below the 52-week high of $6.71.

It is always important to highlight that a falling share price does not automatically create value. But I think the size of this decline is worth considering alongside what has happened to the business.

DroneShield is still growing strongly. Its latest half-year result showed rapid revenue growth, even if some parts of the performance were softer than investors had hoped.

For me, the lower price changes the risk-reward equation.

I would still keep the position relatively small because DroneShield remains a relatively speculative growth investment. But I am far more comfortable buying near $1.75 than chasing the shares when enthusiasm had pushed them above $6.

The market could become enormous

Counter-drone technology is quickly becoming a more important part of modern defence.

DroneShield estimates the counter-UAS market is already worth more than US$10 billion. Its products are designed to help military, government, law enforcement, and critical infrastructure customers detect and respond to drone threats.

I think the opportunity extends well beyond today’s conflicts. Drones are becoming cheaper, more capable, and harder to detect. Airports, prisons, power infrastructure, military installations, and other sensitive sites all have reasons to improve their protection.

DroneShield also continues updating its software to respond to faster drones, changing frequencies, and more evasive threats.

That ongoing need to adapt could support demand for both new systems and continued software development.

DroneShield is preparing to operate at greater scale

I also like what the company is doing outside Australia.

DroneShield established a European headquarters in Amsterdam this year and has begun manufacturing counter-drone systems in Europe using a predominantly European supply chain.

I think that is a significant step. Defence customers often care about local manufacturing, supply security, and sovereign capability. Having production closer to European customers could help DroneShield compete for opportunities that may have been harder to pursue from Australia alone.

The company is therefore building the infrastructure needed for a much larger international business rather than simply waiting for demand to arrive.

Foolish takeaway

DroneShield is still one of the higher-risk shares I would consider buying, and I would expect the share price to remain volatile.

But the long-term story continues to interest me.

At around $1.75, investors can back that opportunity at a fraction of the price available near last year’s highs. If DroneShield keeps expanding internationally and counter-drone spending continues rising, I think its business could look considerably bigger a decade from now.

The post 3 reasons to buy DroneShield shares after their 74% decline appeared first on The Motley Fool Australia.

More reading

• These are the 10 most shorted ASX shares
• ASX shares investors are getting younger and trading more often: CBA report
• DroneShield shares have fallen 44% in 2026. Here’s why I’d buy the dip
• What on earth happened with DroneShield shares in August?
• Short sellers are targeting these ASX shares. Should you worry?

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