Many investors eventually reach a point where they have some spare cash ready to put into the share market.

Whether that money is being used to start a new position, add to an existing holding, or simply take advantage of opportunities in the market, the key question becomes the same: Which companies are worth backing right now?

If I had $10,000 available to invest today, these are five ASX 200 shares I would be happy buying.

HUB24 Ltd (ASX: HUB)

One company that continues to impress me is HUB24.

The wealth platform provider has become one of the fastest-growing financial technology businesses on the Australian share market. Its platform continues to attract strong inflows as financial advisers move client assets onto modern technology platforms.

That shift away from legacy systems toward newer digital platforms still appears to have a long runway. HUB24 has consistently been gaining market share and growing funds under administration, which, in turn, supports rising revenue and earnings.

What I like most about its platform model is the operating leverage. As funds grow on the platform, the company can generate increasing revenue without needing to grow costs at the same pace.

Sigma Healthcare Ltd (ASX: SIG)

Sigma has become a much stronger business following its merger with Chemist Warehouse.

The combined group now brings together one of Australia’s largest pharmaceutical distribution networks with one of the most recognisable pharmacy retail brands in the country.

That combination gives Sigma a powerful position across the healthcare supply chain. It also provides access to the scale and customer reach of the Chemist Warehouse brand, which has expanded rapidly across Australia and internationally.

Healthcare demand tends to be resilient, and with a much larger and more integrated business model in place, Sigma looks positioned to benefit from that demand over the long term.

Lovisa Holdings Ltd (ASX: LOV)

In my view, Lovisa is one of the most impressive retail growth stories on the ASX.

The jewellery retailer has built a simple but highly scalable business model focused on affordable fashion jewellery and rapid product turnover. That model has translated well internationally, allowing Lovisa to expand aggressively across new markets.

What stands out is the pace of store openings. The company continues to add new locations across Europe, North America, and Asia, steadily expanding its global footprint.

With thousands of potential store locations still available worldwide, Lovisa appears to have a very long growth runway ahead. This could be boosted further by its new brand, Jewells. However, it is still early days for its rollout.

BHP Group Ltd (ASX: BHP)

BHP remains one of the most important ASX 200 shares on the Australian market.

The mining giant owns some of the world’s largest and longest-life resources assets, spanning iron ore, copper, coal, and potash.

What particularly attracts me today is BHP’s growing exposure to copper. Copper is expected to play a critical role in electrification, renewable energy, and the global energy transition, which could drive strong demand in the years ahead.

While commodity prices fluctuate, companies with large, low-cost resources often become long-term winners.

Woolworths Group Ltd (ASX: WOW)

Every portfolio benefits from having some defensive businesses.

For me, Woolworths is one of the clearest examples of that on the ASX. The company operates Australia’s largest supermarket chain and generates billions of dollars in recurring grocery sales each year.

Supermarkets tend to perform relatively consistently because people still need to buy food regardless of economic conditions.

Woolworths also continues investing in its supply chain, digital capabilities, and retail network. Those investments should help it maintain its leadership position in the years ahead.

Foolish Takeaway

When I’m looking for ASX 200 shares to buy, I’m usually searching for businesses with strong competitive positions and long-term growth opportunities.

HUB24, Sigma, Lovisa, BHP, and Woolworths each have qualities that I believe make them compelling long-term investments.

The post 5 incredible ASX 200 shares I’d buy with $10,000 appeared first on The Motley Fool Australia.

More reading

• 26 ASX shares with ex-dividend dates next week
• Ord Minnett names 2 ASX 200 shares to accumulate with 10% and 20% upside
• Why is this ASX 200 stock crashing 9% today?
• How I’d start building an ASX retirement portfolio today
• Just 3 ASX ETFs could build a lazy Australian millionaire portfolio

Motley Fool contributor Grace Alvino has positions in Hub24 and Lovisa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24 and Lovisa. The Motley Fool Australia has positions in and has recommended Woolworths Group. The Motley Fool Australia has recommended BHP Group, Hub24, and Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Oil prices have surged overnight as the ongoing war in the Middle East continues to raise concerns about the global energy supply.

According to Trading Economics, West Texas Intermediate (WTI) crude jumped more than 10% to US$96 per barrel, while Brent crude climbed to US$101 per barrel.

The sharp move higher could set the stage for another strong session for Australian energy producers when the market opens.

Two ASX 200 companies that may attract attention today are Woodside Energy Group Ltd (ASX: WDS) and Santos Ltd (ASX: STO). Both stocks have already been rallying in recent weeks.

Oil rally driven by supply fears

The surge in oil prices comes as geopolitical risks in the Middle East intensify.

Markets are focused on potential disruptions around the Strait of Hormuz, one of the world’s most important energy transit routes.

According to the US Energy Information Administration, around 20 million barrels of oil and petroleum products pass through the Strait of Hormuz each day. This is equivalent to roughly 20% of global oil consumption.

The route is also critical for gas markets. Estimates indicate around 20% of global liquefied natural gas (LNG) trade moves through the strait, with much of it exported from Qatar to Asian markets.

Analysts warn that if the strait is significantly disrupted, millions of barrels of daily oil supply will be affected. Some forecasts suggest crude prices could climb toward US$120 per barrel or higher if exports from the Persian Gulf are halted.

Woodside shares already climbing

The oil rally has already been supporting the share price of Woodside.

Shares in Woodside recently closed at $31.05, giving the company a market capitalisation of about $59 billion.

Over the past month, the Woodside share price has climbed around 18%, as stronger oil prices improved investor sentiment toward energy producers.

Woodside is Australia’s largest independent oil and gas company and generates significant revenue from LNG and crude production.

If the surge in crude continues, investors may expect further strength in the Woodside share price when trading begins.

Santos shares also gaining momentum

Shares in Santos have also been trending higher.

The Santos share price recently finished at $7.49, giving the company a market capitalisation of roughly $24 billion.

The stock has risen around 10% over the past month, supported by the rebound in global oil markets.

Foolish takeaway

The key question for energy investors is whether oil prices can keep rising.

With WTI crude trading US$96 per barrel, markets will be watching closely to see if prices push back above the US$100 level.

If geopolitical tensions remain elevated and supply risks continue, Woodside and Santos will likely remain in focus on the ASX today.

The post Oil surges 10% overnight. Here are 2 ASX 200 stocks to watch today appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Friday
• $10,000 invested in Droneshield and Woodside shares just 1 week ago is now worth…
• Why are Ampol, Beach Energy shares jumping higher again today?
• Why Collins Foods, St George Mining, Whitehaven Coal, and Woodside shares are pushing higher today
• 5 things to watch on the ASX 200 on Thursday

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

Turning $10,000 into $100,000 might sound ambitious, but it is far from impossible.

If an investor can achieve an average return of around 10% per year, the power of compounding can gradually turn a relatively small starting investment into something much larger.

Of course, returns are never guaranteed and markets can be volatile in the short term. But for investors willing to take a long-term approach, compounding can be a powerful force.

The power of compounding

If an investor started with $10,000 and a balanced ASX share portfolio, and earned a 10% annual return, doing nothing else, the investment would grow significantly over time.

At that rate, it would take just under 25 years for the original $10,000 to grow into roughly $100,000.

That might feel like a long time. But the key point is that the growth accelerates over time as returns begin generating returns of their own. This is the core idea behind compounding.

The good news is that investors don’t have to rely solely on a one-off investment. Regular contributions can dramatically speed up the process.

For example, starting with $10,000 and then adding $500 a month to ASX shares would take just 8.5 years to reach $100,000 with a 10% per annum average return.

How to aim for a 10% return

While no return is guaranteed, many investors aim for long-term returns of around 10% by focusing on high-quality ASX shares that can grow their earnings over time.

The key is not trying to predict short-term market movements. Instead, the focus is on owning companies with strong competitive positions and long runways for expansion.

Many successful ASX growth companies share several common characteristics.

First, they often operate in industries benefiting from structural growth. Technology, healthcare, and digital platforms are good examples where demand continues to expand globally.

Second, the best businesses tend to have scalable business models. Once their platforms or products are built, they can grow revenue much faster than costs, which can drive strong profit growth.

Third, strong competitive advantages are important. Companies with powerful brands, specialised technology, or deep customer relationships are often harder for competitors to disrupt.

This is why long-term investors often look at companies such as Goodman Group (ASX: GMG), Pro Medicus Ltd (ASX: PME), WiseTech Global Ltd (ASX: WTC), and Xero Ltd (ASX: XRO) when searching for businesses with the potential to compound earnings over many years.

Staying invested for the long term

Perhaps the most important factor in turning $10,000 into $100,000 is time.

Even the best companies experience periods where their share prices fall due to market sentiment, interest rate changes, or economic uncertainty. Investors who focus too much on short-term volatility can end up selling great businesses too early.

Instead, the long-term approach is often about staying invested in high-quality companies and allowing their growth to compound over time.

When combined with regular investing and patience, this strategy has the potential to gradually transform a modest starting investment into a much larger portfolio.

The post How to turn $10,000 into $100,000 with ASX shares appeared first on The Motley Fool Australia.

More reading

• 2 ASX growth shares tipped to double in value
• Where to invest $20,000 in ASX shares after the market selloff
• 2 ASX growth stocks to buy now and hold for 10 years
• 5 things to watch on the ASX 200 on Friday
• Goodman, Scentre Group, Stockland: Why are ASX 200 real estate stocks tumbling in 2026?

Motley Fool contributor James Mickleboro has positions in Goodman Group, Pro Medicus, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, WiseTech Global, and Xero. 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 WiseTech Global and Xero. The Motley Fool Australia has recommended Goodman Group and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Northern Star Resources Ltd (ASX: NST) share price is in focus today after the gold miner flagged it may miss the lower end of its full-year production forecast, with operational challenges impacting FY26 so far.

What did Northern Star report?

• Total gold sales for January and February 2026: 220,000 ounces (koz)
• FY26 production now expected above 1.50 million ounces (Moz), previously guided higher
• Weaker-than-planned milling performance at KCGM and reduced mining productivity at Jundee weighed on results
• KCGM mine open pit high-grade ore mined: averaged 1.6g/t for the first two months of 2026
• KCGM mill expansion project remains on track for early FY27 commissioning

What else do investors need to know?

Northern Star’s board and management said operational pressures remain high, as the company faced difficulties achieving required throughput at the existing KCGM mill. The main priority for the coming months is to set up Northern Star to realise its full potential in FY27, rather than focusing solely on this year’s guidance.

The KCGM mill expansion, designed to lift future production, remains on schedule with about 800 contractors working on the plant. In the meantime, KCGM’s run-of-mine stockpiles of high-grade ore have grown to around 100koz, which should benefit output once the expanded mill comes online.

At Jundee, a review is under way to cut costs and focus on higher-margin ounces, with personnel and equipment to be redeployed to more profitable areas during the June quarter.

What did Northern Star management say?

Managing Director & CEO Stuart Tonkin said:

Front of mind for Management and the Board is that efforts to achieve the FY26 forecast do not compromise the transition to the new plant and have negative implications for Q1 next year. To deal with that concern, Management’s focus over the next four months will be to set the Company up to achieve its full potential from the start of FY27 and not on the achievement of short-term guidance above all else. The production focus over this period will be on extracting ounces in the most effective way, from both a cost and mining efficiency perspective.

What’s next for Northern Star?

Northern Star expects to provide more detail on FY26 production and costs with its March quarterly results on 22 April 2026. Beyond near-term operational headwinds, the company’s main focus is hitting a strong start to FY27 as the expanded KCGM mill comes online.

Management is also working on refreshed medium-term forecasts across its assets, aiming to give investors more clarity around production, costs and capital needs later in the year.

Northern Star share price snapshot

Over the past 12 months, Northern Star resources shares have risen 54%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 11% over the same period.

View Original Announcement

The post Northern Star trims FY26 guidance and updates on KCGM mill expansion appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Friday
• Here are the top 10 ASX 200 shares today
• Westgold Resources secures $600m syndicated facility in balance sheet boost
• Whitehaven Coal earns credit ratings boost, paving way for refinancing
• Liontown: Production and revenue jump as underground ramp-up continues

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.

Dividend investors often face a frustrating trade-off.

The highest-quality income shares on the ASX frequently trade at premium valuations, which means the dividend yield can look relatively modest. On the other hand, the Australian stocks offering the biggest yields sometimes come with elevated risk.

Every so often, though, a well-established business falls out of favour and the share price drops to a level where both valuation and income start to look compelling.

Right now, I think Amcor Plc (ASX: AMC) fits that description.

A global packaging giant

Amcor is one of the world’s largest packaging companies, supplying flexible and rigid packaging solutions to major consumer brands across food, beverages, healthcare, and household products.

What I like about this business is the resilience of its end markets. Demand for packaging tends to remain relatively stable even when economic conditions weaken, because consumers continue to buy everyday essentials.

That kind of stability can be valuable for income investors. Companies operating in defensive industries often have greater visibility over future cash flows, which supports their ability to maintain and grow dividends over time.

Amcor’s global footprint also provides diversification across markets and customers, reducing reliance on any single economy or industry.

A share price pullback

Despite these strengths, the Australian dividend stock has been under pressure and is down roughly 25% from its recent highs.

When I see a well-established business fall that far, I tend to take a closer look. Sometimes the market is signalling deeper problems, but other times the decline creates an opportunity for long-term investors.

In Amcor’s case, the current valuation looks relatively modest for a company with stable earnings and strong cash flow.

Attractive income potential

Based on consensus estimates compiled by CommSec, Amcor is expected to generate earnings per share of $5.39 in FY26, rising to $5.77 in FY27 and $6.50 in FY28.

With the shares currently trading at $59.58, that places the stock on roughly 11 times forecast FY26 earnings.

At the same time, the dividend outlook looks very appealing to me.

Consensus forecasts point to dividends per share of $3.68 in FY26, increasing slightly to $3.75 in FY27 and $3.82 in FY28. At the current share price, that equates to a forward dividend yield of about 6.2%.

For investors seeking income, that is a meaningful yield from a business with global scale and relatively defensive demand.

A long-term income opportunity

Amcor is unlikely to be the fastest-growing company on the ASX, but that may not matter for income investors.

The appeal here lies in reliable earnings, strong cash generation, and the ability to distribute a large portion of profits back to shareholders.

With the shares trading at a relatively modest earnings multiple and offering a yield above 6%, I think this Australian dividend stock could be worth considering as a long-term income holding.

The post 1 cheap Australian dividend stock down 25% to buy and hold appeared first on The Motley Fool Australia.

More reading

• Diversification: Why earnings geography matters more than company location
• Why I’d forget NAB shares and buy these top Aussie stocks
• 16 ASX shares going ex-dividend next week
• 2 ASX shares highly recommended to buy: Experts

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 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.

It has been a rough month for parts of the ASX share market.

Rising geopolitical tensions in the Middle East have pushed oil prices sharply higher, which in turn has lifted fuel and freight costs. At the same time, concerns about artificial intelligence (AI) disrupting parts of the technology sector have weighed on sentiment toward several growth stocks.

The result is that a number of ASX 200 shares have been sold down heavily and are now trading near 52-week lows.

While that volatility can be uncomfortable, I often find it is also when interesting long-term opportunities start to appear. Here are three shares currently under pressure that I would be looking closely at.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster Group has had a difficult run in the market recently, with its shares falling to 52-week lows as investors worry about consumer spending and the broader retail environment.

Personally, I still see a compelling long-term story here.

Temple & Webster has built a powerful online-only furniture platform with a very asset-light model. Unlike traditional retailers, it does not need to operate large showrooms or hold huge amounts of inventory. Instead, it relies on a drop-ship marketplace model that allows it to scale efficiently.

What I find particularly attractive is the company’s ability to use data to optimise merchandising, pricing, and marketing. Over time, that kind of technology-driven retail model can become increasingly difficult for competitors to replicate.

Short-term consumer weakness and higher freight costs may weigh on sentiment, but the long-term shift toward online furniture retail remains firmly intact in my view.

Treasury Wine Estates Ltd (ASX: TWE)

Treasury Wine Estates is another ASX 200 company whose shares have come under significant pressure.

The wine producer has faced a combination of challenges in recent years, including changing demand trends, inventory adjustments, and a more cautious global consumer environment.

However, when I step back and look at the bigger picture, I still see a business with some very valuable assets.

Treasury owns a portfolio of globally recognised wine brands, including premium labels that command strong pricing power in international markets. Premiumisation remains a key trend in the wine industry, with consumers increasingly shifting toward higher-quality products rather than simply buying more volume.

If management executes well and demand stabilises, I think the current share price weakness could eventually look like an overreaction.

Megaport Ltd (ASX: MP1)

Technology shares have been among the hardest hit during the recent market volatility, and Megaport is no exception.

Artificial intelligence disruption fears have rattled the broader software and tech sector, pushing a number of companies toward their lowest levels in a year.

But Megaport’s core business still looks interesting to me.

The company operates a global software-defined networking platform that allows businesses to connect their infrastructure to cloud providers and data centres on demand. As cloud adoption continues to grow, the need for flexible and scalable connectivity solutions should grow alongside it.

Megaport has also expanded its addressable market through its acquisition of Latitude.sh, which adds a new compute-as-a-service capability and opens the door to a much larger infrastructure market.

If management executes well, I think the long-term opportunity for the business could be much larger than what the market currently appears to be pricing in.

Foolish takeaway

Market selloffs can be uncomfortable, but they often create opportunities for patient investors.

Temple & Webster, Treasury Wine Estates, and Megaport are all trading near 52-week lows after a difficult period for their sectors. While risks remain, I believe each has a long-term story that could eventually reward investors willing to look beyond the current volatility.

The post Why I’d buy these dirt-cheap ASX 200 shares trading at 52-week lows appeared first on The Motley Fool Australia.

More reading

• Why EOS, GQG, Liontown, and Temple & Webster shares are tumbling today
• Growth, value, dividends: 1 ASX stock in each category to buy immediately
• How much could $10,000 in these ASX 200 shares be worth by the end of the year?
• These cheap ASX growth shares could rise 60% to 100%
• Got $5,000? 2 top ASX growth stocks to buy that could double your money

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 Megaport, Temple & Webster Group, and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia has recommended Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The market has come under significant pressure this month.

While this is disappointing, it has dragged a number of ASX shares down to more attractive prices.

With that in mind, if you are lucky enough to have $20,000 ready to invest after the recent market selloff, here are three ASX shares that could be worth considering.

Goodman Group (ASX: GMG)

One ASX share that could be worth considering after the recent weakness is Goodman Group.

The industrial property giant owns and develops logistics and warehouse facilities across major global cities. These types of assets have become increasingly valuable as ecommerce growth and supply chain modernisation drive demand for high-quality distribution space.

Goodman focuses on prime locations near large population centres, which can make its properties difficult to replicate. This scarcity value has historically supported strong occupancy rates and rental growth.

In addition, the company’s development pipeline is now filled with data centres. With demand for data centres rising quickly as artificial intelligence, cloud computing, and digital services expand, this leaves Goodman well-placed for growth over the next decade.

REA Group Ltd (ASX: REA)

Another ASX share that could be worth considering after the recent market selloff is REA Group.

The company operates realestate.com.au, which is the leading online property marketplace in Australia. The platform connects buyers, sellers, renters, and real estate agents, making it a critical part of the property advertising ecosystem.

One of REA’s biggest strengths is its market leadership. The site attracts enormous audience traffic, which makes it highly valuable for agenxts who want to market properties to the largest possible pool of potential buyers. This dominant position gives the company strong pricing power.

In addition to its Australian operations, the company also has international exposure through property portals in Asia, which could provide additional growth opportunities over time.

TechnologyOne Ltd (ASX: TNE)

A final ASX share that could be worth a look after the selloff is TechnologyOne.

It provides enterprise software to government departments, universities, and large organisations in Australia and the UK. Its software platform helps these organisations manage areas such as finance, human resources, and student administration.

TechnologyOne has transitioned customers onto its cloud-based software platform over recent years. This shift has helped increase annual recurring revenue and improve visibility over future earnings.

In fact, management has such good visibility that it is confident it can double in size every five years. This could make it a great ASX share to buy while it is down and hold for the long term.

The post Where to invest $20,000 in ASX shares after the market selloff appeared first on The Motley Fool Australia.

More reading

• Goodman, Scentre Group, Stockland: Why are ASX 200 real estate stocks tumbling in 2026?
• Best Australian stocks to buy right now with $2,000
• Should I buy ASX shares or look to conserve cash right now?
• 3 high-quality ASX 200 shares I think Warren Buffett would probably love
• 3 ASX shares down 30% (or more) to buy right now

Motley Fool contributor James Mickleboro has positions in Goodman Group, REA Group, and Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group and Technology One. The Motley Fool Australia has recommended Goodman Group and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It’s been an outstanding year to date for ASX energy stocks Yancoal Australia Ltd (ASX: YAL) and Whitehaven Coal Ltd (ASX: WHC). 

Yesterday, both continued to climb, rising between 6.6% and 10.5%. 

These Australian coal miners have been rising recently as the conflict in the Middle East has sent thermal coal prices soaring. 

Experts are anticipating that some countries – particularly in Europe – may rely more heavily on coal-fired power generation if gas shortages materialise.

This is helping boost sentiment around these Australian coal mining companies. 

Year to date, Yancoal shares are now up almost 54%. 

Meanwhile, Whitehaven Coal shares are up nearly 19%. 

Investors on the outside looking in may be wondering if there is more upside, as both are hovering around 52-week highs. 

Here’s what experts are anticipating. 

Can Yancoal keep rising?

Yancoal is a coal miner involved in identifying, developing, and operating coal-related projects in Australia. It has a diversified mix of metallurgical and thermal coal mines.

It owns, operates, or participates in 11 coal mines across NSW, Queensland, and Western Australia.

After a 10% climb yesterday, it closed trading at $7.71. 

However, the general consensus is that this ASX energy stock is now fully valued. 

Based on 4 analyst ratings via TradingView, fair value for Yancoal shares would be in the range of $6.94 to $7.48. 

From current levels, this would suggest a decline between 3% and 10%. 

Of course, continued conflict in the Middle East could continue to push commodity prices higher, which would ultimately benefit Yancoal. 

However, for those that have held Yancoal shares through the recent rally, it could be an opportunity to take profits. 

Is it time to sell Whitehaven Coal shares?

Whitehaven is another Australian-based coal miner that exports high-quality thermal coal (primarily used to generate electricity) and metallurgical coal (primarily used for steel making) from Australia to Asia.

Its main focus is in the Gunnedah Basin in northwest New South Wales, where it operates four mines. 

It closed trading yesterday at $9.29 per share after a 6.6% rise.

It is now up almost 58% in the last year. 

However, it could also now be fully valued. 

The team at EnviroInvest recently put a sell rating on this ASX energy stock. 

Last month, the team at Bell Potter had a hold rating and price target of $8.10. 

15 analysts forecasts via TradingView have an average one year price target of $8.61 on Whitehaven coal shares. 

These targets indicate a downside between 7% and 13%. 

The post Can these 2 red hot ASX energy stocks keep rising? appeared first on The Motley Fool Australia.

More reading

• 26 ASX shares with ex-dividend dates next week
• Here are the top 10 ASX 200 shares today
• Why Collins Foods, St George Mining, Whitehaven Coal, and Woodside shares are pushing higher today
• Why the Whitehaven share price is on the move today
• Why are ASX 200 coal stocks like Whitehaven, Yancoal and New Hope shares smashing the benchmark today?

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 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.

Two ASX financials stocks that have tumbled in 2026 are Zip Co Ltd (ASX: ZIP) and Judo Capital Holdings Ltd (ASX: JDO). 

Zip shares have fallen more than 50% since January, and more than 60% since hitting 12-month highs last October. 

Meanwhile, Judo shares have fallen just over 15% for the year to date. 

By comparison, the S&P/ASX 200 Financials (ASX: XFJ) index is up 1.7% in that same span. 

After such significant declines, it could be a buy-low opportunity for these battered ASX financials stocks. 

Here’s what experts are saying. 

Is the Zip recovery coming?

Zip is an Australian financial technology company that has grown its operations in Australia, New Zealand and the United States to provide customer services in 12 countries. 

Zip offers point-of-sale credit and digital payment services to consumers and merchants via interest-free buy-now, pay-later (BNPL) technology.

Its share price was heavily sold off during February earnings season. 

This included a single day fall of 34.4% the day after the company released its half-year earnings result.

It now sits close to a 52-week low.

However targets from analysts suggest it could be an ideal time to buy. 

Recently, Macquarie placed a price target of $3.35 on this ASX financials stock. 

The broker viewed the February earnings results in a more positive light than the wider market. 

Despite the reset in earnings on the back of moderated operating leverage as Zip invests for growth, we expect medium-term growth supported by Zip’s attractive unit economics model.

10 analysts forecasts via TradingView have an average one year price target of $4.21 on Zip shares. 

From yesterday’s closing price of $1.60, these targets indicate a potential upside between 109% and 163%. 

Judo shares set to bounce back

Judo is an Australian bank focused on lending to small and medium enterprises (SMEs).

Its brand provides business lending starting at $250,000 and touts itself as providing more flexibility than major banks. It also offers personal term deposit products and home loans.

Its share price is down 15% year to date despite posting positive earnings results last month. 

Based on recent broker ratings, its current share price could be a value. 

The team at UBS is optimistic about future EPS growth. 

The broker is expecting the business to grow its earnings per share (EPS) at a compound annual growth rate (CAGR) of roughly 14% over the next three years. 

The broker has a price target of $2.25 on this ASX financials stock. 

From yesterday’s closing price of $1.53, that indicates a potential upside of 47%. 

The post It could be time to buy low on these ASX financials stocks appeared first on The Motley Fool Australia.

More reading

• Where I’d invest $10,000 in ASX growth shares right now
• Top brokers name 3 ASX shares to buy today
• Macquarie says this major fintech stock can rocket almost 100%
• Here’s the earnings forecast out to 2030 for Zip shares
• Forget NAB shares, this ASX fintech stock could double in value

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 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.

Global share markets have pulled back in recent weeks, with technology stocks leading the decline.

Rising uncertainty around fuel prices, interest rates, economic growth, and the potential disruption from artificial intelligence (AI) has weighed heavily on investor sentiment. As a result, many popular exchange traded funds (ETFs) have fallen meaningfully from their highs.

While this volatility can be unsettling, long-term investors often view these periods as opportunities to buy quality assets at lower prices.

With several major ETFs now trading well below their peaks, now could be an interesting time to consider adding to positions.

Betashares Nasdaq 100 ETF (ASX: NDQ)

One ETF that has pulled back meaningfully is the Betashares Nasdaq 100 ETF.

This fund tracks the performance of the Nasdaq 100 index, which is home to many of the world’s most influential technology and innovation companies.

At the time of writing, the ETF is down roughly 13% from its recent high and could fall further today following a poor session on Wall Street overnight.

While short-term weakness may worry some investors, the Nasdaq 100 has historically been one of the strongest-performing indices globally. Its holdings include companies that dominate industries such as cloud computing, artificial intelligence, semiconductors, and digital advertising.

Many of these businesses continue to benefit from powerful structural trends such as digital transformation and the rapid adoption of AI technologies.

For investors with a long investment horizon, a double-digit pullback may provide an opportunity to gain exposure to these companies at a more attractive entry point.

iShares S&P 500 ETF (ASX: IVV)

Another ASX ETF that has fallen recently is the iShares S&P 500 ETF.

This fund tracks the S&P 500 index, which includes 500 of the largest companies listed in the United States.

The ETF is currently about 10% below its previous high following the recent market sell-off.

Although the S&P 500 includes technology giants, it is also diversified across sectors such as healthcare, consumer goods, financials, and industrials. This broad exposure has historically made it a popular core holding for long-term investors.

Over long periods, the US market has delivered strong returns thanks to the global reach and profitability of its leading companies.

For investors looking for diversified exposure to the world’s largest economy, this type of market pullback can provide a chance to build or increase positions.

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

A final ETF that has seen an even larger decline is the Betashares Global Robotics and Artificial Intelligence ETF.

This thematic fund focuses on companies involved in robotics, automation, and artificial intelligence.

The ETF is currently down roughly 15% from its recent peak.

Despite the short-term volatility, the long-term outlook for automation and robotics remains strong. Industries ranging from manufacturing and logistics to healthcare and agriculture are increasingly adopting robotics to improve efficiency and reduce costs.

Artificial intelligence is also accelerating innovation across many sectors, which could support long-term demand for the technologies developed by companies held in this ETF.

For investors who believe automation and AI will play a major role in the global economy over the coming decades, this type of pullback could provide an opportunity to gain exposure to the theme at a lower price. It was recently recommended by analysts at Betashares.

The post Why now could be the best time in years to buy NDQ and these ETFs appeared first on The Motley Fool Australia.

More reading

• The best ASX ETFs to buy for building wealth in 2026 and beyond
• 3 perfect ASX ETFs for beginner investors in 2026
• Where to invest $10,000 into ASX ETFs in March
• How much do you need to invest in US stocks to earn a $2,000 monthly passive income?
• Should I buy ASX shares or look to conserve cash right now?

Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF and iShares S&P 500 ETF and is short shares of BetaShares Nasdaq 100 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.