Pro Medicus Ltd (ASX: PME) shares had a terrible day at the office on Thursday and crashed deep into the red.

The health imaging technology company’s shares ended the day 24% lower at a multi-year low of $129.00.

What happened?

Investors were selling the company’s shares following the release of its half-year results.

Unfortunately, it was a case of strong but not strong enough for this one, with its record results falling short of expectations.

But while an earnings miss as software stocks are being sold off due to artificial intelligence (AI) disruption concerns is bad timing, the level of the selling has many analysts believing it was a severe overreaction from investors.

One of those is Morgans, which is urging investors to pick up Pro Medicus shares while they are down in the dumps.

Let’s see what the broker is saying about this ASX tech stock after digesting Thursday’s results.

What is the broker saying?

Morgans notes that Pro Medicus delivered a record result with revenue and underlying earnings before interest and tax (EBIT) rising by approximately 30% over the prior corresponding period.

However, this missed consensus expectations due to higher staff costs and a smaller contribution from the mammoth Trinity contract.

The broker thinks investors should overlook this, especially with its longer-term growth outlook being strengthened from significant contract wins.

Commenting on the result, the broker said:

PME delivered record revenue and underlying EBIT up ~30% YoY, yet the result fell short of expectations on operating leverage with a jump in staff costs driving an EBITDA miss as Trinity contributed less than anticipated. The longer-term outlook strengthened with more than A$280m of new contracts signed and five-year contracted revenue now around A$1.1bn, though the market remains wary of a heavy 2H execution load and cost base increase.

It is not ideal to deliver a miss in this market, but the reaction feels overcooked and the setup into 2H is far better than the share price implies. Our valuation is reduced to A$275 (from A$290) and we retain our Buy recommendation.

As you can see above, in response to the results, Morgans has reaffirmed its buy rating on Pro Medicus shares with a trimmed price target of $275.00 (from $290.00).

Based on its current share price of $129.00, this suggests that its shares could more than double in value between now and this time next year.

The post Why Pro Medicus shares could rebound over 100% appeared first on The Motley Fool Australia.

More reading

• Broker weighs in on two ASX healthcare shares that crashed yesterday
• Pro Medicus shares crash 22% despite record results. Is this a rare buying opportunity?
• Why AMP, CSL, Pro Medicus, and Temple & Webster shares are crashing today
• Pro Medicus shares crash 20% on results day
• Pro Medicus interim earnings surge on record profits

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

AMP Ltd (ASX: AMP) shares crashed 26.65% over the course of the day on Thursday. When the ASX closed on Thursday afternoon the share price had dropped to $1.28 a piece. The crash means the shares are now 27.27% lower for the year.

The decline came straight off the back of the financial services company’s FY25 results announcement posted on the ASX ahead of market open on Thursday morning.

According to The Australian, Thursday was the biggest one-day fall in the AMP share price since 2003, when its value tanked 36%. 

The wealth manager reported a 20.8% lift in underlying net profit after tax (NPAT) to $285 million. It also reported a 9% increase in total assets under management (AUM) and a 11.3% decline in statutory NPAT over the year. AMP said this decline was due to legacy legal settlements.

The result was far below market expectations across the board.

So if I bought $2,000 worth of AMP shares in early 2026, what is it worth now?

The decline means $2,000 invested in AMP shares when the ASX first opened for the year on the 2nd of January would be worth just $1,467 at the close of the market on Thursday.

$2,000 invested in AMP shares this time last year would be worth even less, totalling $1,454 at the time of writing.

It remains to be seen whether AMP’s shares can recover today, or whether the investor sell-off will continue through the end of the week.

It’s not the first headwind to hit AMP shares this year

The disappointing results follow a dent in confidence last month after news that a new CEO will take over the business spooked investors. 

The company announced that Blair Vernon will take the reins as the company’s new CEO and sitting CEO, while Alexis George will retire from her executive roles on the 30th of March. George has served as AMP’s CEO since August 2021, overseeing a period of significant transformation and growth for the company.

The move stirred up concerns about business uncertainty among investors even ahead of its FY25 results announcement. AMP has spent the past year or so reshaping its business after selling off its advice and insurance in August 2024. It looks like the latest financial results have done nothing to instil any confidence. I wouldn’t be surprised if we see more downside from here.

The post $2,000 invested in AMP shares at the start of 2026 is now worth… appeared first on The Motley Fool Australia.

More reading

• AMP share price nosedives 31% on earnings miss and disappointing guidance
• Why AMP, CSL, Pro Medicus, and Temple & Webster shares are crashing today
• AMP FY25 result: 21% profit lift and higher AUM
• ASX 200 financials flew but tech and mining shares faltered last week
• Here are the top 10 ASX 200 shares today

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 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.

ASX 200 healthcare stock Pro Medicus Ltd (ASX: PME) made headlines yesterday after tumbling 24% following the release of its latest earnings result.

Investors were running for the exit despite some positive results.

For the six months ended 31 December, Pro Medicus reported:

• Revenue up 28.4% to $124.8 million
• Underlying profit before tax up 29.7% to a record $90.7 million
• Underlying EBIT margin expanding to 72.6%
• Interim dividend of 32 cents per share, fully franked. 

On the surface these look like solid results, but investors weren’t convinced. 

The ASX healthcare stock has now fallen 42% since the start of 2026. 

Brokers response

Following the brutal sell-off, Bell Potter updated its guidance on the ASX 200 healthcare stock. 

The broker said the outlook statements continue to support expectations of robust growth in the years ahead. 

Despite these positives, the stock has been “priced for perfection” and the 5% miss at the top line was sufficient to trigger a brutal share price reaction.

The earnings miss could not have been more poorly timed in an environment of hyper-sensitivity to the perceived threat to long term earnings posed by the evolution of advanced AI tools. 

In addition the company disclosed that it had been unsuccessful on more than one contract during the period, on the basis of price – not what the market needed on the back of an earnings miss.

Where to from here?

In yesterday’s report, Bell Potter reinforced it remains confident on ongoing outlook for revenue and earnings growth. 

However, it significantly reduced its share price target. 

The broker retained its buy recommendation on the basis the current price is an attractive entry point.

The broker now has a price target of $240.00 (previously $320.00) on this ASX 200 healthcare stock. 

This indicates an upside of 86% from yesterday’s closing price of $129.00.

Another ASX healthcare stock gets an update

Pro Medicus wasn’t the only healthcare stock that endured a tough day of trading yesterday. 

Oneview Healthcare PLC (ASX: ONE) shares dropped more than 7% on Thursday after releasing earnings results.

The company provides patient engagement and clinical workflow technology solutions to healthcare facilities. It serves hospitals and healthcare systems, academic medical centers, and pediatric hospitals.

Following yesterday’s results, Bell Potter improved its forecast operating losses (R. EBITDA) over the FY26-FY28 period by 20%/22%/48%. 

The broker retained its speculative buy recommendation and $0.50 price target. 

This indicates an upside of roughly 66%. 

Although the thematics appear to be improving, we remain cautious about the long-term trajectory and therefore moderated our long-term growth assumptions to leave our TP unchanged at $0.50/sh.

The post Broker weighs in on two ASX healthcare shares that crashed yesterday appeared first on The Motley Fool Australia.

More reading

• Why Pro Medicus shares could rebound over 100%
• Pro Medicus shares crash 22% despite record results. Is this a rare buying opportunity?
• Why AMP, CSL, Pro Medicus, and Temple & Webster shares are crashing today
• Pro Medicus shares crash 20% on results day
• Pro Medicus interim earnings surge on record profits

Motley Fool contributor Aaron Bell 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 Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX bank stocks are charging higher this week. 

ANZ Group Holdings Ltd (ASX: ANZ) shares closed 8.47% higher on Thursday at $40.35. For the year the shares are 29.2% higher.

It was the same story for Commonwealth Bank of Australia (ASX: CBA). Its share price climbed 5.41% over the course of the day to close at $178.74 a piece on Thursday. The shares are now 7.69% higher over the year.

Westpac Banking Corporation (ASX: WBC) and National Australia Bank Ltd (ASX: NAB) shares also climbed higher on Thursday. Westpac shares increased 1.81% to $41 and NAB shares increased 2.31% to $46.54. Over the year the shares are now 18.33 and 13.21% higher respectively. 

It’s a welcome recovery for the banking majors after overall banking sector weakness late last year caused share price declines across most of the sector. Somber sentiment means many investors were not expecting any type of recovery this year.

Why are the ASX bank stocks climbing higher?

Banking majors ANZ and CBA reported strong-than-expected profits this week.

CBA posted its half-year results yesterday where it revealed a 6% increase in cash net profit to $5,445 million. The bank also lifted its interim dividend by 4% to $2.35 per share. CBA’s CEO, Matt Comyn said that economic growth strengthened during the half, “driven by increases in consumer demand and rising investment in AI and energy infrastructure”.

ANZ announced its latest quarterly update ahead of the ASX open this morning. The bank reported a first-quarter cash profit of $1.94 billion, which was up a whopping 75% on the second-half average of FY25.

ANZ’s CEO, Nuno Matos, said:

The quarterly result highlights the early progress we are making in executing our ANZ 2030 strategy. Our productivity program aimed at removing duplication and simplifying the bank is well underway, delivering a significant reduction in expenses while growing revenue.

ANZ and CBA’s strong financial results have pushed the S&P/ASX 200 Index (ASX: XJO) close to an all-time high. At the close of the ASX on Thursday, the index was 0.32% higher.

There was no price sensitive news out of NAB or Westpac yesterday, but it’s likely that their share prices have been boosted by overall improved confidence in the banking sector following ANZ and CBA’s impressive results.

Westpac is due to announce its first-quarter results today.

NAB will post its first-quarter trading update for FY26 on 18 February.  

The post What’s going on with ASX bank stocks this week? appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Telstra, TechnologyOne, NAB shares
• Here are the top 10 ASX 200 shares today
• 7 ASX 200 large-cap shares hitting multi-year highs today
• Why ANZ, CBA, Northern Star, and Origin Energy shares are charging higher today
• The ASX 200 is back over 9,000 points! It’s thanks to just 2 ASX shares

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 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.

Light & Wonder Inc (ASX: LNW) shares fell 7.46% yesterday in what was largely a positive day of trading for the S&P/ASX 200 Index (ASX: XJO).

Australia’s benchmark index crawled 0.32% higher on Thursday. 

However investors were jumping ship from Light & Wonder shares despite no price sensitive news out of the company. 

Light & Wonder is a global gaming and entertainment company that develops and distributes gaming machines, gaming content, and digital gaming platforms.

Its products and services include electronic gaming machines sold to casinos and clubs, digital games, and casual/social gaming through its SciPlay division.

So is yesterday’s sharp sell-off an opportunity for investors to buy the dip? 

Let’s find out. 

Litigation in the rear view mirror

Light & Wonder shares were on a steady decline through most of 2025.

This was in line with much of the consumer discretionary sector.

However the share price started climbing late in the year and flew 40% higher throughout November and December. 

Light & Wonder shares then spiked again following the announcement from Aristocrat Leisure Ltd (ASX: ALL), that the two gaming companies had agreed to settle an ongoing legal dispute.

For context, Aristocrat took legal action after alleging that Light & Wonder used its trade secrets and copyrighted materials to develop two games. 

Light & Wonder agreed to compensate Aristocrat US$127.5 million (approximately AU$190 million) for misappropriation and infringement of its intellectual property.

Investors gobbled up Light & Wonder shares following this announcement, seemingly optimistic with the legal troubles settled. 

This included a rise of 17% in one day of trading alone. 

Where to now?

More recently, the stock price has been on a steady decline. 

Including yesterday’s 7% fall, the share price has dropped more than 16% in the last month. 

The core business still looks rock solid, generating consistent revenue through its Gaming, SciPlay, and iGaming segments. 

Light & Wonder is set to report fourth quarter and full year 2025 results on Tuesday, 24 February. 

It’s unlikely this will generate a sharp rally. 

Consensus seems to point towards upside through steady execution rather than any surprising news. 

Strong upside

Based on recent guidance out of brokers, it seems now could be a buying opportunity for Light & Wonder shares. 

It she price closed yesterday at $151.95. 

Analysts at Morgan Stanley have an overweight rating and $220.00 price target due to the company’s growth prospects in the medium term. 

This target indicates a potential upside of 44.79%. 

Elsewhere, TradingView has an average 1 year price target of $194.89, which indicates 28% upside. 

The post Are Light & Wonder shares a buy after tumbling 7% yesterday? appeared first on The Motley Fool Australia.

More reading

• 3 ASX 200 shares tipped to storm 50% to 60% higher this year
• 3 quality ASX shares to buy with $10,000
• These beaten down ASX growth shares could rise 50% to 75%
• Why these battered ASX shares deserve a second look
• What the stronger Australian dollar means for your shares

Motley Fool contributor Aaron Bell 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 Light & Wonder Inc. The Motley Fool Australia has recommended Light & Wonder Inc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Generating $1,000 a year in passive income might not sound life changing, but it can be a meaningful step toward financial independence.

At a 5% average dividend yield, a $20,000 portfolio can produce roughly $1,000 in annual income.

The key is selecting a mix of ASX shares that together deliver that yield while still offering business quality and the potential for future growth.

Here’s how that could look using four ASX dividend shares.

Dicker Data Ltd (ASX: DDR)

The first ASX dividend share to include is Dicker Data.

Dicker Data is one of Australia’s leading technology hardware and software distributors. While tech distributors are not always viewed as classic income stocks, Dicker Data has built a strong position supplying vendors and resellers across Australia and New Zealand.

The company currently offers a trailing dividend yield of around 4.3%. Its earnings can fluctuate with IT spending cycles, but long-term demand for technology infrastructure continues to underpin its business.

HomeCo Daily Needs REIT (ASX: HDN)

To lift the overall portfolio yield closer to 5%, adding a higher-yielding REIT can help.

HomeCo Daily Needs REIT focuses on neighbourhood retail centres anchored by essential services such as supermarkets, healthcare providers, and everyday convenience outlets. These tenants tend to generate stable foot traffic regardless of broader economic conditions.

This ASX share currently offers a trailing yield of approximately 6.6%, making it one of the stronger income contributors in this mix.

Transurban Group (ASX: TCL)

Another income anchor is Transurban. It owns and operates major toll roads across Australia and North America. These assets generate long-term, inflation-linked revenue streams based on traffic volumes.

The company’s shares currently provide a trailing dividend yield of around 4.8%. While traffic can fluctuate with economic conditions, long concession lives and population growth in key cities support the long-term case.

Universal Store Holdings Ltd (ASX: UNI)

The final ASX dividend share in this portfolio is Universal Store.

Universal Store operates youth-focused fashion brands and has continued to generate solid cash flow despite a challenging retail environment. With a trailing dividend yield of roughly 4.3%, it adds both income and potential growth exposure from its store rollout and private label strategy.

Retail earnings can be cyclical, but strong brand positioning and disciplined store expansion support the long-term outlook.

Bringing it together

By spreading $20,000 evenly across these ASX shares, the blended yield comes in at roughly 5%. That translates to about $1,000 per year in passive income, assuming dividends remain stable.

Importantly, this mix combines infrastructure, property, retail, and technology distribution, reducing reliance on a single sector.

The post Invest $20,000 in these 4 ASX shares and get $1,000 passive income appeared first on The Motley Fool Australia.

More reading

• These are my top ASX passive income picks
• HomeCo Daily Needs REIT posts 1H FY26 FFO growth and reaffirms guidance
• 3 super small-cap ASX shares that could be destined for big things
• 2 ASX dividend shares raising dividends like clockwork
• 3 quality ASX dividend shares to buy for passive income in 2026

Motley Fool contributor James Mickleboro has positions in Universal Store. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Dicker Data and Transurban Group. The Motley Fool Australia has recommended HomeCo Daily Needs REIT and Universal Store. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

CSL Ltd (ASX: CSL) shares are having a week to forget.

Shares in the S&P/ASX 200 Index (ASX: XJO) biotech stock have closed in the red every day this week so far, leading up to Friday’s opening bell.

The stock closed down 6.88% yesterday, trading for $152.19 a share.

That followed on the 4.6% losses suffered on Wednesday as investors pored over the company’s half-year earnings results. Investors also responded negatively to news, reported after market close on Tuesday, that Paul McKenzie was stepping down from his three-year stint as CEO.

The four consecutive days of losses see CSL shares down 15.68% since last Friday’s close.

Which, according to Family Financial Solutions’ Jabin Hallihan, could make today an opportune time to buy shares at a potential bargain (courtesy of The Bull).

Should you buy CSL shares today?

“CSL develops plasma therapies and vaccines for a global market,” Hallihan said late last week, prior to CSL’s results release and CEO departure news. “The company provides products to patients in more than 100 countries.”

Hallihan noted, “The share price has fallen from $271.32 on August 18, 2025 to trade at $181.48 on February 5, 2026. Our fair value is $295 a share.”

At Thursday’s close of $152.19 a share, this sees the ASX 200 biotech stock trading 94% below Hallihan’s fair value estimate.

Commenting on his buy recommendation on CSL shares, Hallihan concluded:

Short term earnings noise obscures a high-quality plasma franchise with structural demand growth. In a bull market, valuation normalisation and quality should deliver strong upside moving forward.

What’s been happening with the ASX 200 biotech stock?

As mentioned up top, it was a big news week for CSL shares.

On the leadership front, McKenzie abruptly retired as CEO and managing director effective on Tuesday. The board appointed Gordon Naylor, former CFO and president of CSL’s Seqirus business, as interim CEO and managing director. Naylor took over the reins on Wednesday.

As for the results for the six months to 31 December, the company reported revenue of US$8.3 billion, down 4% year on year on a constant currency basis.

On the bottom line, CSL saw a 7% decline in underlying net profit after tax and amortisation (NPATA) to US$1.9 billion.

Commenting on the half-year results that pressured CSL shares, CFO Ken Lim said, “We are clearly not satisfied with our performance and have implemented a number of initiatives to drive stronger growth going forward.”

Looking ahead, Lim added:

We continued to advance our broader transformation strategy, making strong progress on our cost efficiency initiatives and strengthening the foundations of the business.

We invested in growth opportunities including our strategic collaboration with VarmX. This will deliver enhanced growth, profitability and shareholder returns.

CSL also increased its share buyback program from US$500 million to US$750 million.

The post Why CSL shares could be trading at a 94% discount today appeared first on The Motley Fool Australia.

More reading

• Here’s an ASX 200 share that I think could beat CSL in 2026
• Why AMP, CSL, Pro Medicus, and Temple & Webster shares are crashing today
• Are CSL shares a buy after this week’s brutal selloff?
• Buy, hold, sell: Beach Energy, CSL, and Pro Medicus shares
• 5 things to watch on the ASX 200 on Thursday

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 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.

ASX investors buy gold stocks for a number of reasons. Perhaps they might think a particular gold miner is undervalued. Perhaps they might be bullish on the price of gold itself and see gold miners as a potentially lucrative leverage play on further price increases. Or perhaps just wish to hedge against inflation, geopolitical tension, or economic uncertainty. But ASX investors rarely buy gold stocks for the dividends.

As we went through late last year, the economics of mining gold are strikingly different to other commodities that ASX investors might be used to investing in. Gold miners typically don’t enjoy the fat margins and bulk production that other commodities like oil or iron ore can facilitate.

That’s mainly why we are used to seeing dividend yields of 4%, 5%, or even 6% from big miners like BHP Group Ltd (ASX: BHP), Fortescue Ltd (ASX: FMG), or Rio Tinto Ltd (ASX: RIO). And why dividends of 2% or less are common to see with even the largest ASX gold stocks like Newmont Corporation (ASX: NEM) or Northern Star Resources Ltd (ASX: NST).

Well, that’s the conventional wisdom anyway. However, we are in a different world right now. Gold, as many investors would know, has just come off the back of one of the most significant price rallies we’ve ever seen in precious metals investing. It’s hard to even picture, but it was only 12 months ago that gold was asking under US$3,000 an ounce. Today, that same ounce will set investors back just over US$5,080. And that’s after the pullback we have seen over February. Gold hit a new record high of over US$5,500 an ounce late last month.

Evolution’s monster dividend changes the ASX gold stock game

This sharp surge in value has obviously been mana from heaven for ASX gold stocks. Consider Evolution Mining Ltd (ASX: EVN). Evolution dropped its latest earnings on Wednesday. And they were something special for a gold miner. First up, Evolution told investors that it achieved an all-in sustaining cost (cost of mining and processing in simpler terms) of US$1,063 ($1,493) per ounce over the six months to 31 December 2025.

If we assume Evolution had that cost base a year ago, this means the miner’s gross margin has surged from US$1,831 a year ago to US$4,017.

So even though gold itself has surged 75.5% over the past 12 months, Evolution’s profitability has exploded by almost 120%. This is probably why Evolution was able to declare a record 20-cent-per-share dividend on Wednesday. That dividend represents a whopping 185.7%, or a near-tripling, over the 7 cents per share interim dividend that investors received last year.

At the time of writing, Evolution shares are trading with a trailing dividend yield of 1.25%. However, the new internal dividend, together with last year’s final dividend of 13 cents per share, gives Evolution a forward yield of 2.07%. That might not look too significant. But remember, Evolution’s 154% gain over the past 12 months has blunted that dividend yield substantially.

If an investor bought this stock a year ago, they will soon be enjoying a yield on cost of 6.36%. Perhaps the gold-dividend game is changing.

The post ASX gold stocks never pay high dividends, but Evolution just changed the game appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• These 3 ASX 200 shares have had a stellar month. Is there more upside to come?
• Evolution mining shares surge after unexpected dividend boost announced
• Evolution Mining unlocks $120m Northparkes deal with Triple Flag
• Evolution Mining half-year results: record profit and higher dividend

Motley Fool contributor Sebastian Bowen has positions in Newmont. 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares closed 0.32% higher at 9,043.5 points on Thursday as earnings season continues.

This is the second day that the ASX 200 has traded above the 9,000 threshold, with the benchmark now at a 14-week high.

Strong reports from ANZ Group Holdings Ltd (ASX: ANZ) and Northern Star Resources Ltd (ASX: NST) moved the market up today.

Here, we review the opinions of experts on three ASX 200 shares within the communications, technology, and financials sectors.

One is a buy, one is a hold, and one is a sell.

Let’s take a look.

Telstra Group Ltd (ASX: TLS)

The Telstra share price closed at $4.88, steady today and up 24.8% over the past 12 months.

On The Bull this week, Jabin Hallihan from Family Financial Solutions revealed a buy rating on Telstra shares.

Hallihan values this ASX 200 telecommunications stock at $5.40 per share.

He explains his view:

Reported net profit after tax of $2.3 billion in full year 2025 was up 31 per cent on the prior corresponding period.

Cash earnings per share of 22.4 cents were up 12 per cent.

Cost discipline, share buy-backs and resilient mobile earnings support steady upside in a market that still rewards defensiveness.

On top of this, Telstra pays reliable, fully franked dividends.

Its full year dividend of 19 cents a share in fiscal year 2025 was up 5.6 per cent on the prior corresponding period.

TLS was recently trading on a dividend yield of 3.85 per cent.  

Technology One Ltd (ASX: TNE)

The TechnologyOne share price closed at $21.70, down 6.9% today and down 32% over the past year.

Tony Paterno from Ord Minnett has a hold rating on this ASX 200 technology share.

Paterno explains:

TNE’s result in fiscal year 2025 disappointed the market with annual recurring revenue growth falling below consensus expectations. Offsetting the negative result was robust growth in the UK.

TNE’s core segments continue to perform well.

Early feedback on TNE’s recently launched artificial intelligence product Plus has been positive. 

TNE is one of the higher quality software businesses on the ASX and we remain positive about its outlook.   

National Australia Bank Ltd (ASX: NAB)

The NAB share price rose 3.9% to an all-time high of $47.25 on Thursday.

NAB had no news for the market today.

NAB shares closed at $46.54, up 2.3% today and up 13% over the past 12 months.

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

The analyst commented:

NAB is Australia’s largest business bank, benefiting from an oligopolistic market structure.

Statutory net profit of $6.759 billion in full year 2025 was down 2.9 per cent on the prior corresponding period.

A credit impairment charge of $833 million was up from $728 million in the previous year.

In our view, the shares are materially overvalued and leave little margin for error.

Capital is better redeployed into discounted quality.

The post Buy, hold, sell: Telstra, TechnologyOne, NAB shares appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Best ASX stock to buy right now: Xero or TechnologyOne?
• 7 ASX 200 large-cap shares hitting multi-year highs today
• These are my top ASX passive income picks
• My 10 best ASX shares to buy in February

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

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

More reading

• Buy, hold, sell: Telstra, TechnologyOne, NAB shares
• 7 ASX 200 large-cap shares hitting multi-year highs today
• Is it too late to buy surging ASX 200 lithium shares like PLS and Liontown?
• Why ANZ, CBA, Northern Star, and Origin Energy shares are charging higher today
• The ASX 200 is back over 9,000 points! It’s thanks to just 2 ASX shares

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 no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Amcor Plc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.