ASX mining shares are underperforming on Tuesday with the S&P/ASX 300 Metal & Mining Index (ASX: XMM) down 0.7%.

Meanwhile, the benchmark S&P/ASX 200 Index (ASX: XJO) is also lower after the Reserve Bank lifted interest rates again today.

ASX 200 shares are down 0.6%, with materials the weakest of the 11 market sectors today.

While key commodity prices are rising today, investors are worried about the impact of higher fuel prices on miners’ earnings.

US and Iran launch new missile strikes

Fresh fighting between the US and Iran broke out overnight, with missile strikes launched in the Strait of Hormuz.

The new military action sent the Brent crude oil price to US$114 per barrel, its highest level since Russia invaded Ukraine in 2022.

At the time of writing, the copper price is US$5.84 per pound, up 0.85%.

Trading Economics analysts said escalating US-Iran tensions are raising concerns about demand for industrial metals like copper.

The analysts said:

A major downside risk for industrial metals is an extended shutdown of the Strait of Hormuz, which could intensify the energy shock and prompt central banks to adopt a more hawkish policy stance, which may dampen manufacturing output and reduce demand for industrial commodities.

On the supply side, copper stocks in warehouses monitored by the LME are still close to their highest levels since 2013, adding to the bearish outlook.

Big picture for copper

The Iran war is a short-term headwind that threatens to disrupt global industrial production due to fuel supply constraints and higher prices.

However, the bigger picture is that a multi-decade green energy transition is underway, and copper’s role in electrification will continue to drive longer term demand, as nations continue to build all the new infrastructure they need for renewable energy generation.

Copper is used in wiring, electric vehicles (EVs), wind turbines, solar energy systems, telecommunications, and electronic products.

The US added copper to its Critical Minerals List in November last year.

The copper price reached a record high of US$6.60 per pound in January. The red metal traded above US$6 per pound again last month.

With this backdrop in mind, here are four ASX copper shares that are buy-rated by the experts.

Sandfire Resources Ltd (ASX: SFR)

The Sandfire Resources share price is $16.61, down 0.8% today and up 65% over 12 months.

Macquarie reiterated its buy rating on the market’s largest pure-play ASX copper share last week.

The broker has a 12-month share price target of $19.30, implying 17% upside ahead.

The ASX copper share traded at an all-time high of $21.75 in January.

Develop Global Ltd (ASX: DVP)

The Develop Global share price is $5.31, down 1.7% today and up 66% over 12 months.

Bell Potter reiterated its buy rating on Develop Global shares this week.

The broker said:

Pioneer Dome’s importance lies in its ability to provide timely liquidity for the Group, supporting de-leveraging and
financing of Sulphur Springs construction.

The resulting financial flexibility would allow DVP to act nimbly on any forthcoming organic and inorganic opportunities.

Bell Potter kept its 12-month share price target at $6.60, suggesting a potential 25% upside ahead.

The ASX copper share traded at a 52-week high of $6.03 in February.

Capstone Copper Corp CDI (ASX: CSC)

The Capstone Copper share price is $11.16, down 3.9% today and up 50% over 12 months.

Morgans is buy-rated on Capstone Copper shares but reduced its price target from $16 to $15.40 last month.

This still implies a potential 38% upside ahead.

The ASX copper share reached a record high of $17.83 in January.

Aeris Resources Ltd (ASX: AIS)

The Aeris Resources share price is 37 cents, down 5.9% today and up 104% over 12 months.

Morgans reiterated its buy rating on Aeris Resources shares this week after reviewing the miner’s 3Q FY26 report.

The broker expects the ASX copper share to return to its 52-week high of 70 cents within a year.

This implies a potential capital gain of nearly 90% ahead.

Aeris Resources last traded at 70 cents apiece in January.

Morgans said:

Copper production missed on lower Tritton grades but this was offset by a solid cost performance and strong cash flow (+72% qoq), materially strengthening the balance sheet and funding flexibility.

Tritton is set up for a stronger 4Q26, while Constellation, Golden Plateau and the Peel acquisition underpin a longer-term production and mine life extension story.

Aeris Resources is in the process of acquiring Peel Mining Ltd (ASX: PEX) to access its South Cobar Copper Project.

Peel Mining announced court approvals today with a shareholder vote scheduled for Monday 15 June.

The post 4 ASX copper shares to buy now: experts appeared first on The Motley Fool Australia.

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

Gentrack Group Ltd (ASX: GTK) shares are having a day to forget on Tuesday.

In afternoon trade, the ASX tech share is down 35% to $3.17.

Why are investors selling this ASX tech share?

Investors have been rushing to the exits today after the utilities software provider released a trading update.

According to the release, the company is expecting FY 2026 revenue to be between NZ$229 million and NZ$238 million.

This is lower than its previous guidance and compares to revenue of NZ$230.2 million in FY 2025.

Management advised that this softer performance reflects weaker non-recurring (NRR) revenues, which will be lower than in FY 2025, which is offsetting recurring revenue growth. The latter is expected to grow by more than 10% to around NZ$174 million.

But perhaps the main reason this ASX tech share is falling today is its earnings guidance.

The company advised that it has taken the strategic decision to prioritise growth and global leadership over short term earnings.

It advised that it is continuing to invest in international expansion and product development. Furthermore, for new customer wins and upgrades, it is transitioning its business model to drive higher recurring revenue and lower costs for customer onboarding.

This ultimately means that full year EBITDA is expected to be between NZ$13.5 million and NZ$20 million. This will be down 28% to 51% on FY 2025’s EBITDA of NZ$27.8 million.

Looking ahead, management remains positive on its outlook. It believes that strong recurring revenue growth will lead to EBITDA margins improving in line with its medium-term target of 15% to 20%.

Share buyback

The ASX tech share revealed that it intends to undertake an on-market share buyback following the release of its half-year results this month.

This would see Gentrack acquire shares up to a value of NZ$20 million but not more than 5% of Gentrack’s shares on issue, across a period of up to 12-months.

The company’s chair, Andy Green stated:

The Board’s current view is that a share buyback would be appropriate and accretive to shareholders, noting that the programme is supported by a strong balance sheet and would not undermine the company’s ability to continue to fund organic and inorganic growth.

The post Guess which ASX tech share is crashing 35% today appeared first on The Motley Fool Australia.

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

Some share price falls make me nervous. Others make me interested.

That is how I am looking at two of the ASX’s biggest healthcare names right now. CSL Ltd (ASX: CSL) and Cochlear Ltd (ASX: COH) are both down more than 50% since this time last year, which is a remarkable fall for two companies that have historically been viewed as high-quality blue chips.

There are good reasons for the weakness. Both businesses have disappointed the market, and investors are clearly questioning how quickly earnings can recover.

Even so, I think patient investors could look back on this period as a rare buying opportunity.

CSL shares

CSL has gone from being one of the market’s most dependable compounders to one of its biggest disappointments.

The share price has been hit by concerns around earnings growth, margin pressure, and whether the company can return to the kind of performance investors became used to over many years.

I understand the frustration. When a business has traded at a premium for a long time, even a modest downgrade in confidence can lead to a large fall in the share price. In CSL’s case, the reset has been much more than modest.

But I do not think the long-term investment case has disappeared.

CSL remains a global leader in plasma therapies, vaccines, and specialty medicines. These are not short-term fashion categories. They are healthcare markets supported by real patient need, scientific expertise, and scale.

The plasma business, in particular, still has attractive long-term characteristics in my opinion. Demand for immunoglobulins and other plasma-derived therapies continues to grow globally, and CSL has spent years building the collection, manufacturing, and distribution infrastructure needed to compete at scale.

That kind of position is not easy to replicate.

The issue is timing. Investors may need to wait for margins, earnings confidence, and sentiment to improve. But after such a large share price fall, I think the market is now offering a much more reasonable entry point than it did in the past.

For long-term investors, I would see CSL shares as a strong buy candidate in May.

Cochlear shares

Cochlear has also had a brutal fall. Its latest trading update disappointed the market, with softer demand, weaker earnings expectations, and evidence that the recovery will take time.

That is painful, especially for a company that has often been priced for steady growth.

But I think there is an important distinction to make here. A bad year does not necessarily mean a broken business.

Cochlear remains one of the world’s leading companies in implantable hearing solutions. It operates in a market with deep clinical need, strong brand recognition, and long-term demographic support.

Hearing loss is not going away. In fact, ageing populations and better awareness of treatment options should support demand over time.

What has changed is the near-term earnings path. Consensus estimates suggest earnings per share will step backwards in FY26 before gradually recovering in FY27 and FY28. That means investors should not expect an instant rebound.

But at a much lower share price, I think Cochlear is starting to look more interesting.

The market has already punished the stock heavily for the downgrade. If management can stabilise performance and rebuild confidence, the upside could be meaningful over the next several years.

For me, Cochlear shares are a buy for investors who can tolerate volatility and think beyond the next result.

Foolish takeaway

So, are CSL and Cochlear strong buys in May?

I think they could be.

These are not risk-free opportunities. Both companies need to rebuild trust with investors, and earnings may take time to recover.

But I would rather be considering these healthcare blue chips after a 50%-plus fall than when they were trading at much higher valuations.

The post Down over 50%: Are CSL and Cochlear strong buys in May? appeared first on The Motley Fool Australia.

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• 10 excellent ASX shares to buy in May

Motley Fool contributor Grace Alvino has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Cochlear. The Motley Fool Australia has recommended CSL and Cochlear. 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 are down 0.5% to 8,657.8 points on Tuesday.

The US and Iran have launched missile strikes against each other in the Strait of Hormuz as the US tries to restore shipping.

Renewed military action after four weeks of ceasefire has sent oil prices higher, with no end in sight for the war in Iran.

Meanwhile, the Reserve Bank has just announced a third consecutive interest rate rise, taking the cash rate to 4.35%.

Among the 11 market sectors today, energy is in the lead, up 1.3%, while materials is the laggard, down 0.9% today.

Meanwhile, three experts give us their views on three ASX 200 shares.

Let’s check them out.

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price is $66.76, down 0.3% today and up 50% over six months.

Morgans maintained an accumulate rating on the diversified miner after reviewing its 3Q FY26 report.

The broker also increased its price target from $68 to $71.

Morgans said:

Strong 3Q26 beat against expectations led by Onslow and lithium. FY26 guidance upgraded marginally across Mining Services, Onslow, Wodgina and Mt Marion.

Diesel headwinds are emerging but remain contained.

No supply risk currently but cost inflation is apparent. Compelling outlook supported by continued deleveraging and commodity prices.

Iluka Resources Ltd (ASX: ILU)

The Iluka Resources share price is $8.10, down 2.2% today and up 30% over six months.

On The Bull this week, Michael Gable from Fairmont Equities revealed a hold rating on the mineral sands producer.

Gable explained:

ILU has traditionally been a producer of mineral sands. It’s expanding into rare earths and is expected to start processing material in 2027.

The market is also starting to take notice, and positioning into this company.

It mostly traded sideways between November 2025 and March 2026, with a major resistance level near $7. It broke above the resistance line in April, leaving buyers back in control.

We expect the share price to move higher from here.

Dyno Nobel Ltd (ASX: DNL)

The Dyno Nobel share price is $3.29, down 1.1% today and up 3% over six months.

Dyno Nobel is an industrial explosives manufacturer operating mainly in the mining and construction industries.

It was formerly the explosives arm of Incitec Pivot, an Australian chemicals group that combined fertiliser and explosives operations.

Over recent years, the group has been moving away from fertilisers to refocus on explosives services, predominantly in the mining sector.

On The Bull, Toby Grimm from Baker Young put a sell rating on Dyno Nobel shares.

Grimm explained:

Strategic execution remains a persistent concern, in our view. Dyno Nobel’s recent decision to exit fertiliser production, amid finalising the sale of its Phosphate Hill asset at a recent time of elevated fertiliser prices, highlight ongoing timing challenges.

According to our analysis, the divestment materially reduces earnings expectations and leaves the business more exposed to rising gas costs, which are likely to pressure margins within its explosives segment.

Given these risks, we see more attractive opportunities elsewhere.

The post Buy, hold, sell: Mineral Resources, Dyno Nobel, Iluka Resources shares appeared first on The Motley Fool Australia.

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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 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.

Navigator Global Investments Ltd (ASX: NGI) shares are back in demand on Tuesday after another update from the company.

At the time of writing, the Navigator share price is up 7.66% to $2.67. By comparison, the broader S&P/ASX All Ords Index (ASX: XAO) is down 0.50% to 8,881 points.

That continues a strong run for the alternative investment manager, with the stock up around 30% over the past month.

It has also climbed about 70% over the past year, putting it among the top performers on the ASX over that period.

Here’s what investors are looking at today.

Fresh support after capital raising update

Navigator’s latest update showed strong support for the institutional part of its raising.

The company said it has completed the institutional part of its fully underwritten 1-for-8.13 accelerated non-renounceable entitlement offer.

It raised about $134 million from institutional investors, with new shares issued at $2.40 each.

That sits below where the stock is trading today, which helps explain the positive reaction.

Demand also looked solid, with eligible institutional shareholders taking up about 99% of their entitlements.

The retail offer is expected to raise another $11 million, taking the total raising to about $145 million if completed as planned.

What the money is being used for

The raising is linked to Navigator’s proposed acquisition of a portfolio of alternative asset manager interests.

The deal has a total consideration of US$195 million and involves net revenue share interests in 17 alternative asset managers connected to Stable Asset Management.

Navigator said the portfolio had US$15 billion in firm-level assets under management at March 2026. It also had US$1.8 billion in ownership-adjusted AUM and US$27 million in CY2025 net portfolio income.

The company said the deal adds scale and diversification across alternative asset managers, while also expanding its relationship with Stable.

The UBS target price lift is also helping sentiment today. The broker has raised its target by 5.6% to $3.80, which sits well above the current share price.

Foolish takeaway

Navigator has a few things working in its favour today.

The capital raise was well supported by investors, the stock is trading above the offer price, and UBS has raised its target price.

Still, I would not ignore how far the stock has already moved. A 70% gain over the past year means expectations are much higher than they were.

Instead, I would be watching whether the acquisition flows through to stronger earnings and continued growth in assets under management.

The post Why this ASX stock just jumped 7% after a 70% run appeared first on The Motley Fool Australia.

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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.

At 2:30pm AEDT, the S&P/ASX 200 Index (ASX: XJO) was down 0.5% at 8,651 points in the lead up to the Reserve Bank of Australia’s (RBA) latest interest rate decision.

As you’re likely aware, on 3 February, at its first meeting of 2026, the RBA increased the official cash rate by 0.25% to 3.85%.

On 17 March, with surging energy prices from the then nascent Iran war already stoking inflation higher yet, Australia’s central bank hiked rates by another 0.25%.

That brought the official rate to 4.10%, which was where it stood this afternoon. Right up until the RBA announced another 0.25% increase in the case rate, bringing the official interest rate to 4.35%.

In the minutes that followed the announcement, the ASX 200 tumbled another 0.2% to 8,635 points.

Investor reaction was likely somewhat muted with market expectations of a rate rise today having hit 75%.

Here’s what we know.

ASX 200 slips on third RBA interest rate hike of 2026

The RBA noted that inflation in Australia had already “picked up materially in the second half of 2025” partially driven by greater capacity pressures.

But ASX 200 investors also have the ongoing Iran war to thank for resurgent inflation and today’s interest rate hike.

According to the RBA:

In addition, the conflict in the Middle East has resulted in sharply higher fuel and related commodity prices, which are already adding to inflation. There are early signs that many firms experiencing cost pressures are looking to increase prices of their goods and services. Short-term measures of inflation expectations have also risen.

Investors will also need to deal with the “materially heightened uncertainties” regarding the outlook for Australia’s economy and inflation.

“With the conflict in the Middle East continuing, there are plausible scenarios where inflation is higher and activity lower than envisaged under the baseline forecast.,” the RBA cautioned.

The central bank’s baseline forecast assumes that the Iran war is resolved soon and fuel prices then decline.

The RBA added that it remains focused on its mandate to deliver price stability and full employment.

Eight RBA board members voted to increase interest rates by 0.25%, while one member voted to leave the cash rate target unchanged.

Now what?

With Australia’s official interest rate now back at its 2024 peak, which was then the highest level since 2011, what can ASX 200 investors expect next?

According to eToro lead analyst for APAC Josh Gilbert:

The road ahead beyond May is also important because markets still see another hike in 2026. With the inflation impact from energy not done, especially with the Strait of Hormuz remaining effectively closed and the conflict showing little signs of ending, the upside risks for the rest of the year remain firmly on the table…

The takeaway for portfolios is that boring can be brilliant in this environment. Focus on quality balance sheets and pricing power, because companies that can pass costs through without losing volume are the ones that can hold up best with the current macro backdrop.

The post ASX 200 slides on third consecutive RBA interest rate hike appeared first on The Motley Fool Australia.

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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.

ASX media stock Nine Entertainment Co. Holdings Ltd (ASX: NEC) is pushing higher on Tuesday, rising 2.1% to 96 cents in afternoon trade.

That’s a positive move for a stock that has struggled recently. Nine shares are still down around 14% year to date and have fallen roughly 35% over the past 12 months. The ASX media stock is significantly underperforming the S&P/ASX 200 Index (ASX: XJO), which is up about 7% over the same period.

So, what’s behind today’s lift?

Improving momentum, revenue growth

The gain follows the release of Nine’s third-quarter update. The ASX media stock revealed improving momentum across several parts of the business, particularly in digital and streaming.

For the three months, group revenue from Total Television grew in the low single digits, while audiences rose 8% across total viewers and 10% in the key 25–54 demographic. That suggests Nine is continuing to strengthen its reach, even in a challenging advertising environment.

One of the standout performers was Nine Publishing. Digital subscription revenue jumped 15% during the quarter. It extended its run of double-digit growth into the fourth quarter. This reflects ongoing demand for premium digital content and the company’s shift toward subscription-led models.

Streaming platform Stan also delivered strong results, reporting further EBITDA growth in the second half and maintaining the positive momentum seen earlier in the year.

Completed QMS Media acquisition

Another key development was the completion of Nine’s acquisition of QMS Media. The deal marks a significant step in Nine’s push to diversify beyond traditional media and expand its presence in digital and outdoor advertising.

QMS Media reported revenue growth of around 15% in the third quarter, supported by new contract wins in major markets such as Sydney and Auckland. The business is expected to provide higher-margin revenue streams and strengthen Nine’s overall earnings mix over time.

The update also highlighted early progress in integrating QMS into Nine’s broader platform. Management of the ASX media stock is focused on unlocking synergies and expanding its cross-channel advertising capabilities.

Soft advertising market

Despite these positives, the broader advertising backdrop remains soft. Market conditions are expected to stay challenging heading into the fourth quarter. Economic uncertainty and the absence of the boost seen during last year’s federal election cycle will affect the results.

However, the ASX media stock is continuing to focus on cost control, targeting meaningful reductions in television expenses while still investing in content and technology.

The company is also exploring new revenue streams. Nine is looking at licensing content for corporate AI applications and preparing for potential regulatory changes tied to digital news monetisation.

Foolish Takeaway

Overall, Nine’s latest update suggests its strategic shift toward digital, streaming, and higher-margin segments is starting to gain traction.

While the ASX media stock still faces headwinds, today’s share price rise indicates investors are encouraged by signs of progress, particularly as Nine builds out a more diversified and digitally focused media business.

The post Why is this battered ASX media stock jumping higher today? appeared first on The Motley Fool Australia.

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

Commonwealth Bank of Australia (ASX: CBA) shares are trading in the red again on Tuesday.

At the time of writing, the ASX bank shares are down 0.74% to $170.94 a piece. Today’s slide means the shares have now shed 7% of their value since peaking at an annual high of $183.52, in mid-April.

CBA shares are now up 6% for the year to date and are 2% higher than this time last year.

Now many investors are questioning whether the bank shares will continue slumping. Or could there be more to come later this year?

Is there an upside ahead?

It’s been consensus for some time that the bank’s shares are overvalued relative to its peers, and that its bumper price tag isn’t supported by the bank’s business fundamentals. 

Market Index data shows brokers still rate CBA’s shares as a strong sell. The brokers they tip a potential downside of 24% to an average $129.82 12-month target price, at the time of writing.

TradingView data shows some analysts are even more bullish. Out of 16 analysts 14 have a sell or strong sell rating on the stock. Some think the shares could crash up to 47% to as little as $90 each over the next 12 months.

If analyst predictions are anything to go by, we can assume that the peak has well and truly passed for CBA shares.

But potential upsides and predicted share price targets aren’t the only reason that investors should consider when they’re thinking about selling up their CBA shares.

CBA is a classic passive income stock

Bank stocks are generally considered cyclical rather than classically defensive, but large-scale banking giants like CBA certainly have defensive qualities.

Banking and credit are usually seen as an essential service. This means the sector can remain relatively stable in times of economic volatility.

As a result, banks like CBA are able to record a consistent operational performance and earnings, even when markets are mostly weak. CBA’s latest results announcement was its  unexpectedly-positive half-year FY26 result in mid-February. 

The bank is huge, dominant, and highly profitable, which means investors generally consider it a safe haven when markets are unstable. Scarcity of quality stocks on the ASX also means investors tend to put major players, like CBA, on a pedestal. 

The bank is able to pay a good dividend to its shareholders, too. Its latest payment was a fully-franked $2.35 per share in late-March, which implies a dividend yield around 2.74% at the time of writing.

So, should I sell my CBA shares in May?

It looks like the CBA shares are on the way down. If the crash is as large as the experts expect, the drop could also affect the level of passive income that the bank pays its shareholders. 

Ultimately, selling CBA shares should depend on how many you hold and how long you expect to keep them for. If you rely on dividend payments this should also be taken into account.

Also keep in mind that ASX bank stocks are cyclical so even a near-term decline could rebound in the mid-term. I personally wouldn’t buy into CBA shares right now, but I’d think twice about selling up this month.

The post Should I sell my CBA shares in May? appeared first on The Motley Fool Australia.

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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.

Owning ANZ Group Holdings Ltd (ASX: ANZ) shares typically means receiving a solid dividend each year, with a sizeable dividend yield.

We’re going to see what analysts are expecting from the ASX bank share in the next couple of years and consider how attractive those payments could be in yield terms.

Of course, there’s more to considering a bank than just its dividend potential. But, the passive income normally plays an important part in the overall returns.

FY26

The ASX bank share recently announced its FY26 half-year result and now analysts have a good view on what the financials (and dividend) could look like over the rest of the 2026 financial year.

Based on the projection on Commsec, owners of ANZ shares are forecast to see an annual dividend per share of $1.68 in FY26.

At the current ANZ share price, that forecast translates into a dividend yield of 4.7% excluding franking credits. With franking credits, it translates into a grossed-up dividend yield of approximately 6%, at the time of writing.

FY27

Owners of ANZ shares may see another increase in the annual dividend per share in the 2027 financial year.

According to the forecast on Commsec, owners of ANZ shares are expected to receive a larger annual payout per share of $1.72 in FY27.

At the current ANZ share price, that works out to be a dividend yield of 4.8% excluding franking credits or 6.1% including franking credits.

Latest dividend payment

In the FY26 half-year result, the bank decided to maintain its dividend per share at 83 cents.

This dividend payment came with the ASX bank share delivering underlying cash profit growth of 14%, while underlying statutory net profit increased 9%.

Despite its underlying loan growth (of 1%), and the current uncertainty in the Middle East and flow on effects of that for inflation and interest rates, ANZ’s provision charge decreased by 7% to $274 million.

If ANZ is able to continue growing its earnings per share (EPS), then it’s very likely the business will be able to afford larger dividend payments for shareholders.

According to the forecasts on Commsec, ANZ’s EPS is projected to rise to $2.54 in FY26 and then increase again to $2.63 in FY27. That means it’s currently valued at 14x FY26’s estimated earnings.

Commsec’s collation of analyst recommendations on the business suggest there are currently six buy ratings, six hold ratings and four sell ratings on the ASX bank share. Therefore, the average rating on the bank is a hold, though slightly leaning more positive than negative.

The post Here’s the dividend forecast out to 2027 for ANZ shares appeared first on The Motley Fool Australia.

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• NextDC shares pull back after a funding update. Here’s what you need to know
• What happened with ASX 200 banks stocks NAB and CBA in April?
• 3 ASX dividend stocks with 4% yields to buy for a winning income portfolio
• New ANZ dividend: Here’s everything you need to know
• 16 ASX shares going ex-dividend in May

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

S&P/ASX 200 Index (ASX: XJO) tech shares are 0.9% higher on Tuesday as investors continue to buy the dip.

Or should I say, buy the ‘rout’?

Because that’s what happened to ASX 200 tech shares between 29 August last year and 30 March this year.

Fears over artificial intelligence (AI) drove a 48% fall for the S&P/ASX 200 Information Technology Index (ASX: XIJ) in just seven months.

A strong turnaround for tech shares on the ASX and in US markets began on 31 March.

Since then, the ASX 200 Info Tech Index has risen 20.1% while the Nasdaq Composite Index (NASDAQ: .IXIC) has lifted 21%.

Here are five ASX 200 tech stocks that the experts say we should buy today.

5 ASX 200 tech shares to buy while share prices are down

WiseTech Global Ltd (ASX: WTC)

The Wisetech share price is $46.33, up 6.6% today and up 27% since 30 March.

Wisetech is the fastest rising stock of the entire ASX 200 on Tuesday.

However, the share price of the market’s largest tech company remains 32% down over six months.

Citi reiterated its buy rating on Wisetech shares today.

The broker increased its 12-month share price target from $65.35 to $65.65, implying 40% upside ahead.

Xero Ltd (ASX: XRO)

The Xero share price is $85.78, up 3.4% on Tuesday and up 22% since 30 March.

This ASX 200 tech share is still trading 41% lower over six months.

Morgan Stanley reiterated its buy rating on the accounting services provider with a $130 target last week.

This suggests a potential 51% upside ahead.

NextDC Ltd (ASX: NXT) 

The NextDC share price is $14.07, down 0.07% today and up 27% since 30 March.

This ASX 200 tech share is down 9% over six months.

Citi maintained its buy rating on NextDC shares with a $19.10 target last week, suggesting a 36% upside ahead.

Life360 Inc (ASX: 360)

The Life360 share price is $21.22, down 0.05% today and up 17% since 30 March.

Over the past six months, the family tracking app provider has lost 56% of its market valuation.

Morgan Stanley reiterated its buy rating on Life360 shares with a $30 price target today.

This implies a potential 41% capital gain over the next year.

Megaport Ltd (ASX: MP1)

The Megaport share price is $9.06, up 0.6% today and up 29% since 30 March.

Despite the rebound, this ASX 200 tech share remains down 43% over six months.

Citi reiterated its buy rating with a $15 price target yesterday.

This implies 65% upside ahead for Megaport stock.

The post ASX 200 tech shares rebound 20% in 5 weeks: experts reveal stocks to buy appeared first on The Motley Fool Australia.

More reading

• WiseTech shares are flying 6.5% higher today. Can they keep going?
• Why Flight Centre, Sigma Healthcare, Vault Minerals, and WiseTech shares are storming higher today
• Why is everyone talking about Westpac, Ampol and NextDC shares on Tuesday?
• NextDC shares pull back after a funding update. Here’s what you need to know
• NEXTDC secures $1.8bn in new senior debt to boost liquidity

Citigroup is an advertising partner of Motley Fool Money. href=”https://www.fool.com.au/”>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 Life360, Megaport, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended Life360, WiseTech Global, and Xero. The Motley Fool has a <a href=”https://www.fool.com.au/fool-com-au-disclosure-policy/”>disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.