If you are lucky enough to have $2,000 to invest in the share market, then it could be worth looking at the three Australian stocks in this article.

Here’s why they could be among the best to buy now:

Goodman Group (ASX: GMG)

The first Australian stock that could be a buy is Goodman Group.

Goodman has built one of the most valuable industrial property platforms in the world. Its portfolio includes logistics facilities and data infrastructure across major cities in Australia, Europe, Asia, and North America.

While logistics warehouses were once viewed as relatively mundane assets, they have become critical infrastructure in the digital economy. Online retailers and global supply chains increasingly rely on strategically located distribution centres to deliver goods quickly.

More recently, Goodman has been expanding into data centre developments. With artificial intelligence (AI) and cloud computing driving explosive demand for data processing, this part of the business could become an increasingly important growth engine.

REA Group Ltd (ASX: REA)

Another Australian stock that could be worth considering with the $2,000 is REA Group.

REA operates realestate.com.au, the dominant property listings platform in Australia. Over time, the company has transformed the way Australians search for homes, becoming the central marketplace for property advertising.

One of the most powerful aspects of the business is its network effect. Agents want to advertise on the platform where the most buyers are searching, and buyers go where the most listings appear. This dynamic has helped REA maintain a commanding position in the market.

As property prices rise and real estate transactions remain an essential part of the economy, REA continues to benefit from strong demand for its advertising and digital services.

TechnologyOne Ltd (ASX: TNE)

A final Australian stock that could be worth a look is TechnologyOne.

TechnologyOne develops enterprise software used by governments, universities, and large organisations. Its products help manage financial systems, human resources, and asset management across complex institutions.

Over the past decade, the company has successfully transitioned customers to a software-as-a-service model delivered through the cloud. This shift has increased annual recurring revenue and strengthened customer relationships.

What also stands out about TechnologyOne is its remarkable consistency. The company has delivered steady earnings growth for many years, supported by long-term contracts and deeply embedded software platforms.

And with management believing that the company can double in size every five years, the future looks bright for this one.

The post Best Australian stocks to buy right now with $2,000 appeared first on The Motley Fool Australia.

More reading

• 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
• 10 ASX 200 shares to buy after the market selloff
• 3 blue chip ASX 200 shares I’d happily buy and hold through the next decade

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.

DroneShied Ltd (ASX: DRO) has started manufacturing counter-drone armaments in the European Union under contract, marking a significant expansion for the company into a key market, it said on Wednesday.

Growing market

The company said there was strong momentum in the European market following the ReArm Europe Plan/Readiness 2030 initiative, “accelerating the need for mature, scalable, and sovereign counter-UAS capability”.

The company added:

Under a new collaboration with an experienced and established manufacturer, production of European-made counter-UAS systems is now underway, with delivery scheduled for mid-2026. The contract manufacturer will carry out full turnkey assembly and component manufacturing, including PCB assembly, precision machining, cable and wire harness assembly, and associated assembly and testing labour. As part of this collaboration, DroneShield has established and will continue to grow a primarily EU-based supply chain, making this the Company’s only production line currently outside of Australia.

DroneShield said the European manufacturing capability would enable it to bid more competitively for European contracts, “which increasingly prioritises sovereign capability, regional production, and resilient supply chains”.

The company said it could now meet contract expectations at scale with reduced lead times.

DroneShield Chief Executive Oleg Vornik said regarding the development:

Europe is undergoing a profound shift in counter-UAS preparedness. By establishing dedicated manufacturing in the EU, DroneShield is contributing to Europe’s sovereign capability while continuing to deliver rapidly and reliably for our European customers. The ReArm Europe Plan / Readiness 2030 initiative has highlighted the importance of localised, scalable production, and this new production line positions us to meet that demand.

Mr Vornik said DroneShield expected to grow its total annual production capacity from about $500 million in 2025 to an expected $2.4 billion by the end of 2026.

He added:

This uplift supports rising operational demand across Europe, and reinforces DroneShield’s commitment to strengthening industrial bases and diversifying global supply chains, as militaries, law enforcement and critical infrastructure operators expand and modernise counter-UAS capabilities.

DroneShield recently reported full-year revenue of $216.5 million, up 276% from the previous year, and net profit of $3.5 million, up 367%.

The company also announced in late February that it had won $21.7 million in Western military contracts with an unnamed buyer.

The company said at the time:

The contracts are for the supply of dismounted counter-drone systems, spare kits, and software subscriptions. All items are readily available from existing inventories and it is expected delivery will be made in Q1 2026, with payment expected in Q2 2026.

DroneShield shares were steady at $4.02 on Wednesday morning.

The post DroneShield has made a major announcement regarding its European operations appeared first on The Motley Fool Australia.

More reading

• What are experts saying about EOS and DroneShield shares after yesterday’s recovery?
• Here are the top 10 ASX 200 shares today
• 3 ASX shares to buy for magnificent long-term growth
• Could DroneShield shares double again in 2026?
• Here are the top 10 ASX 200 shares today

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

S&P/ASX 200 Index (ASX: XJO) gold stock Ora Banda Mining Ltd (ASX: OBM) is surging higher today.

Ora Banda shares closed yesterday trading for $1.165. In early morning trade on Wednesday, shares are changing hands for $1.325 apiece, up 13.7%.

For some context, the ASX 200 is up 0.4% at this same time.

This outperformance follows the release of a promising update on the miner’s Round Dam gold deposit, located in Western Australia.

Here’s what’s grabbing investor interest.

ASX 200 gold stock surges on Mineral Resource upgrade

The Ora Banda Mining share price is surging today after the miner reported a massive 964% Mineral Resource increase at Round Dam.

On the heels of the first phase of Ora Banda’s FY 2026 growth program, which includes results of drilling up to the end of January, the ASX 200 gold stock revealed a new Mineral Resource of 25.6Mt at 1.6g/t [25.6 million tonnes at 1.6 grams of gold per tonne] for 1.330 million ounces.

That’s up from the previous resource at Round Dam of 125,000 ounces.

The new estimate includes 7.1Mt at 1.8g/t for 408,000 ounces in the Indicated category and 18.2Mt at 1.6g/t in the Inferred category.

With the new resource update, Ora Banda’s total global resource position has increased by 57% to 3.3 million ounces.

And the ASX 200 gold stock said that exploration along the Round Dam trend is still considered to be at an early stage.

Ora Banda expects to provide further resource updates for other deposits in mid-2026. The company has budgeted $73 million for exploration in FY 2026.

The miner considered all of the Round Dam Resource to be suitable for open-pit mining.

What did management say?

Commenting on the Mineral Resource upgrade lifting the ASX 200 gold stock today, Ora Banda managing director Luke Creagh said, “This fantastic result is testimony to the expertise and hard work of our exploration and resource development teams who continue to deliver outstanding results with our $73 million FY26 exploration budget.”

Creagh added:

There is no doubt of the scale of the Round Dam system noting there is significant potential to find more mineralization along strike and at depth, supporting our belief in the ability to deliver rapid resource upgrades through our ongoing organic growth programs.

We are incredibly excited by the potential of Round Dam to become a substantial mining operation, as the company continues to advance its study work into the construction of a standalone ~3mtpa processing facility at Davyhurst.

The post Guess which ASX 200 gold stock is rocketing 14% today on ‘fantastic results’ appeared first on The Motley Fool Australia.

More reading

• If gold is a safe haven, why are ASX 200 gold stocks like Northern Star and Evolution Mining getting smashed this week?
• Why are ASX 200 gold stocks like Evolution Mining and Northern Star shares going gangbusters on Tuesday?

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.

The ASX uranium share Nexgen Energy (Canada) CDI (ASX: NXG) is a buy according to the broker UBS.

UBS describes Nexgen as a Canadian uranium exploration and development company focused primarily on its flagship Rook 1 project. This project includes the high-grade Arrow deposit in Saskatchewan’s Athabasca Basin.

The main reason UBS rates the business a buy is its Rook 1 project, though the business also has “significant exploration upside”.

Let’s look at why the broker says that it “offers attractive valuation support and upside to higher uranium prices through its largely uncontracted order book.”

Compelling production expectations

UBS said it sees Rook 1 as a multi-decade project that’s capable of delivering sales “ramping from 2033 and ~20mlb/yrs at steady state using higher cost and capex assumptions vs latest guidance and a $100/lb real uranium price.” UBS noted that other analysts are assuming around 25mlb per year for the first five years, which means there could be more possible upside than UBS is suggesting.

Based on those assumptions, the broker suggests the project could generate C$2.2 billion per year in operating profit (EBITDA) under its base case, offering a free cash flow yield of around 16%.

UBS said that the longevity of the project is key to its valuation, with resource conversion likely to extend the mine life to more than 20 years and justify the $3 billion expenditure on the project.

The broker expects uranium to enter structural deficits, positioning Rook 1 to feed into this, but not materially change the market.

UBS expects the business to achieve a margin of around $70 per pound in around 10 years. The broker believes that a higher uranium price could significantly boost the valuation. The broker suggests that a $25 rise per pound would lift its valuation by more than 35%.

Funding this project is an important part of the investment question, so let’s see what the broker’s currently thinking on that side of things.

How will the ASX uranium share fund Rook 1?

The broker UBS believes Nexgen has a range of sources it can use for funding:

There are various levers which we explore in this report. It will likely consist of a combination of debt + assets (equity interests + strategic inventory) + pre-payments + equity. We assume C$2.85bn real capex (30% vs 2024 latest company estimate) and assume a minimum C$400m cash on the balance sheet to account for contingency. We acknowledge there is a wide range of potential sources of funds and levers NexGen can draw upon.

Nexgen Energy share price target

As you’d expect with such a bullish outlook, UBS thinks the ASX energy share can provide pleasing returns for investors.

In just the next 12 months – though we shouldn’t think of investing in any share, particularly Nexgen, in such a short timeframe – UBS thinks the Nexgen Energy share price could climb to $21. That implies a possible rise of close to 20% in the next year.

Due to the long-term nature of the construction plans, no revenue (let alone earnings) is expected in FY30. But earnings are expected to ramp up by the mid-2030s.

The post Why experts just rated this ASX uranium share as a buy appeared first on The Motley Fool Australia.

More reading

• Up more than 100% in a year, this ASX uranium stock has further to go, brokers say
• Which uranium company has just received approval to build one of the world’s biggest mines?
• Why ASX uranium shares like Paladin and Boss Energy could be set to rocket
• Which ASX uranium stock is the smarter buy: Nexgen Energy or Paladin Energy?
• 2 ASX mining stocks with buy ratings

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.

If you are looking to make a new addition or two to your portfolio this week, then it could be worth listening to what Bell Potter is saying.

That’s because the broker has just put a buy rating on one ASX 200 share.

Which ASX 200 share?

The company that Bell Potter is bullish on is Orica Ltd (ASX: ORI).

It is a leading solution provider to the global mining and infrastructure markets. Its solutions include the manufacture and supply of explosives, blasting systems, and speciality mining chemicals. In addition, it offers the provision of orebody intelligence, geotechnical, and structural monitoring products and services.

Bell Potter highlights that the ASX 200 share released a business update this week, which was largely in line with expectations. It said:

ORI has provided a 1H FY26 business update, outlining positive group momentum continuing into FY26TD, with 1H FY26 group uEBIT expected to be “slightly higher” than the PcP (BPe +3.0%). Key points: Blasting Solutions: uEBIT to be slightly below the PcP (BPe -1.3%), due to a higher AUD:USD and lower Indonesian coal production quotas. These headwinds were partially offset by strong demand for premium products and advanced blasting technologies, continued commercial discipline and robust network performance.

Digital Solutions: uEBIT is forecast to increase by ~20% vs the PcP (BPe +24.0%), underpinned by increasing adoption of digital offerings and recurring revenue growth, strong metals exploration activity and increased cross-selling across the portfolio. Speciality Mining Chemicals: uEBIT is anticipated to lift ~15% vs the PcP (BPe +27.2%), supported by strong demand for sodium cyanide from gold customers

Should you invest?

In response to the update, Bell Potter has retained its buy rating and $28.50 price target on the ASX 200 share.

Based on its current share price of $20.92, this implies potential upside of 36% for investors over the next 12 months.

In addition, a 3.1% dividend yield is expected in 2026, which takes the total potential return to over 39%.

Bell Potter likes the company due to its belief that it is well-placed to benefit from cyclical tailwinds across its target markets. The broker explains:

ORI is well positioned to capitalise on improving short-to-medium term cyclical tailwinds across mining production, exploration and gold processing markets. Notwithstanding these tailwinds, we express caution regarding input cost and supply.

The post Buy this ASX 200 share benefiting from ‘cyclical tailwinds’: Top broker appeared first on The Motley Fool Australia.

More reading

• Guess which ASX 200 share is storming higher on business update
• Buy, hold, sell: Orica, Origin Energy, and Pro Medicus shares

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 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.

The GQG Partners Inc (ASX: GQG) share price is in focus after the fund manager reported its total funds under management (FUM) rose to US$172.9 billion at February’s end, up from US$165.7 billion the previous month, thanks to strong investment performance.

What did GQG Partners report?

• Total FUM increased from US$165.7 billion to US$172.9 billion in February 2026
• Net flows saw an outflow of US$3.2 billion for the month
• Investment performance added US$10.5 billion to FUM
• International and Global strategies contributed most to growth
• Figures are unaudited and exclude private capital solutions

What else do investors need to know?

GQG Partners’ funds grew primarily due to positive investment returns, despite experiencing net outflows. International and Global strategies led the way, with International up US$4.0 billion and Global up US$2.0 billion after accounting for flows and performance.

The reported figures are unaudited and based on current estimates. The FUM data does not include activity from GQG Private Capital Solutions.

What’s next for GQG Partners?

GQG has flagged its next FUM updates for 13 April, 12 May, and 10 June 2026, which will give investors a closer look at ongoing trends. Management remains focused on delivering strong long-term returns for clients and managing net flows during challenging market conditions.

Investors will be watching upcoming announcements closely to see whether recent investment performance can offset continued net outflows.

GQG Partners share price snapshot

Over the past 12 months, GQG Partners shares have declined 9%, trailing the S&P/ASX 200 Index (ASX: GQG) which has risen 10% over the same period.

View Original Announcement

The post GQG Partners lifts FUM to US$172.9bn in February 2026 appeared first on The Motley Fool Australia.

More reading

• Macquarie Technology Group secures $200m NRFC investment for digital infrastructure
• Lynas Rare Earths inks 12-year supply deal with Japanese industry
• 5 things to watch on the ASX 200 on Wednesday
• Here are the top 10 ASX 200 shares today
• Why is the ASX 200 on a rollercoaster this week?

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 recommended Gqg Partners. 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.

Now could be the time to pounce on the ASX 200 stock in this article.

That’s the view of analysts at Bell Potter, who have just upgraded the stock to a buy rating.

Which ASX 200 stock?

The stock that Bell Potter has become bullish on this week is Eagers Automotive Ltd (ASX: APE).

It is the leading automotive retailer in Australia with a 14% share of the new vehicle sales market. It has 224 new car dealerships across 33 brands and 68 truck and bus dealerships across 12 brands in Australia.

Bell Potter believes that the ASX 200 stock is positioned to deliver a profit result slightly ahead of consensus estimates in FY 2026. Despite a soft start to the year, the broker believes things will pick up. This is especially the case given how it believes the soft start has been triggered by supply issues. It said:

There is no change in our forecasts which we only recently updated with the release of the 2025 result last month. We continue to forecast underlying operating PBT of $657m in 2026 which is only slightly above VA consensus of $655m. We acknowledge there has been a relatively flat or soft start to the year – deliveries flat in January and down 3% in February on pcps – but this appears mostly due to Toyota supply issues which we expect to be resolved over the course of the year.

We also believe the market dynamic this year will be more push than pull with the large increase in OEMs now selling into the Australian market and this will also drive volume. So we expect volumes to rebound over the coming months and deliveries for the year to be generally consistent with last year around 1.2m.

Upgraded to buy

Due to recent share price weakness, Bell Potter has upgraded the ASX 200 stock to a buy rating (from hold) with a slightly trimmed price target of $28.50 (from $28.75).

Based on its current share price of $21.11, this implies potential upside of 36% for investors over the next 12 months.

But the returns won’t stop there. Bell Potter also expects an attractive 3.8% fully franked dividend yield this year, which boosts the total potential return to approximately 40%.

Commenting on its upgrade, the broker said:

Our updated TP of $28.50 is >15% premium to the share price so we upgrade our recommendation from Hold to Buy. Yes, we acknowledge Eagers is consumer facing but we see resilience in the both the new and used vehicle market in Australia as well as Canada. In our view the biggest risk to our upgrade is a protracted war in Iran and, while we cannot rule this out, the risk appears to have already had a negative impact on the share price.

We note the forward PE ratio is now back below 20x so the stock is looking value again and supporting this the yield has increased back up to around 4%. In terms of catalysts we expect the CanadaOne Auto acquisition to be completed by the end of the month and then we see potential for resumption of M&A activity in Australia and/or Canada without the need for a fresh equity raise (unless they are particularly big). And, as mentioned, we expect new vehicle deliveries to rebound and be stronger in the coming months as the Toyota supply issues are resolved.

The post Guess which ASX 200 stock was just upgraded by a leading broker appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Wednesday
• 35 ASX All Ords shares with ex-dividend dates next week
• Broker says these ASX dividend shares are buys
• Eagers Automotive posts record FY25 earnings

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

The tough part about volatility is we ride the ups and downs of market swings. 

So far, in less than two weeks of the month of March, the S&P/ASX 200 Index (ASX: XJO) has dropped more than 5%. 

Yesterday provided some relief as the ASX 200 recovered slightly after a brutal Monday. 

One positive that investors can focus on is that some stocks are now priced at a relative value. 

Here are two ASX 200 stocks that investors might consider buying low. 

These have drawn positive forecasts from brokers moving forward. 

Megaport Ltd (ASX: MP1)

Megaport is a software-defined network (SDN) service provider that allows customers to connect between around 860 data centres globally.

The majority of its customer connections are to major cloud service providers, including AWS, Microsoft Azure, and Google Cloud Platform.

It has been caught up in the heavy tech sell-off. 

The key consideration investors need to make is whether AI disruption is going to help or hinder the company’s core product moving forward. 

A recent report from Vanguard is worth a read for those interested in this fork in the road for Aussie tech. 

Nevertheless, this ASX 200 stock has drawn some positive targets from brokers after falling 35% year to date. 

Recently, Morgans retained a buy rating with a $16.00 price target on this ASX 200 stock. 

Following earnings season, Macquarie placed a price target of $23.30 on Megaport shares. 

From yesterday’s closing price of $8.01, these targets indicate an upside between 99% and 190%. 

That means, a hypothetical investment of $10,000 at the current price would reach $19,000 to $29,000 in a year’s time should Megaport reach those figures. 

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat Leisure is an Australian gaming technology company licensed in around 340 gaming jurisdictions in more than 100 countries. 

It offers a range of products and solutions in the gaming space including poker machines and casino management systems.

Its share price has tumbled almost 19% year to date. 

However analysts are suggesting it has been oversold and now could be priced at a strong value. 

During earnings season, the team at Bell Potter placed a buy rating on the ASX 200 share with a $70.00 price target. 

Similarly, analysts forecasts via TradingView have a one year price target of $66.94 on the ASX 200 company. 

From yesterday’s closing price of $46.47, that indicates an increase between 44% and 50%. 

If a $10,000 investment was made at the current price, and Aristocrat Leisure shares reached these targets, the initial investment would be worth up to $15,000. 

The post How much could $10,000 in these ASX 200 shares be worth by the end of the year? appeared first on The Motley Fool Australia.

More reading

• Got $5,000? 2 top ASX growth stocks to buy that could double your money
• Have ASX technology shares finally hit rock bottom?
• Why I think these cheap ASX shares could be strong buys
• Why investors are piling back into these ASX tech shares today
• Buy, hold, sell: Megaport, Mineral Resources, and Rio Tinto 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 Megaport. 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.

The Macquarie Technology Group Ltd (ASX: MAQ) share price is in focus after the company secured a $200 million hybrid investment from the government-backed National Reconstruction Fund Corporation. The funding will support Macquarie’s development of sovereign cyber security and cloud services for critical industries and government.

What did Macquarie Technology Group report?

• Secured $200 million hybrid investment from National Reconstruction Fund Corporation (NRFC)
• Funds to be issued in two series of $100 million each, before June 2026 and March 2027
• Hybrid Securities are perpetual, subordinated, unsecured, and callable
• Distributions fixed at 6.00% p.a. (effective ~8.57%) until first call date, then floating rate
• Funds targeted to expand sovereign digital infrastructure and cyber security services

What else do investors need to know?

Macquarie Technology Group will use the proceeds to accelerate the rollout of secure cloud and cyber security solutions, with a focus on servicing Australian government agencies, defence, and businesses handling critical infrastructure.

The NRFC’s strategic, non-dilutive investment adds flexibility to Macquarie’s balance sheet without issuing new shares. This partnership with a major government investor underscores confidence in Macquarie’s key role in Australia’s digital and national security infrastructure.

What did Macquarie Technology Group management say?

Chief Executive David Tudehope said:

We are delighted to partner with NRFC and secure this investment, which provides long-term capital to support our growth initiatives while providing additional financial flexibility and diversification of our funding sources.

This new source of capital enables us to expand our role as a provider of secure digital infrastructure and cyber security, delivering significant benefit to the Australian economy over time.

What’s next for Macquarie Technology Group?

Macquarie plans to draw down the first $100 million by June 2026 and the second by March 2027, using these funds to scale up its Cloud Services and Government (CS&G) business. The extra capital is expected to boost product innovation in sovereign cloud and AI, catering to sensitive sectors like defence and critical infrastructure.

The Group’s management highlighted that the capital structure remains robust, with no new equity dilution. Macquarie aims to further strengthen its leadership in secure, sovereign digital infrastructure and cyber security solutions across Australia.

Macquarie Technology Group share price snapshot

Over the past 12 months, Macquarie Technology Group shares have declined 8%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 10% over the same period.

View Original Announcement

The post Macquarie Technology Group secures $200m NRFC investment for digital infrastructure appeared first on The Motley Fool Australia.

More reading

• GQG Partners lifts FUM to US$172.9bn in February 2026
• Lynas Rare Earths inks 12-year supply deal with Japanese industry
• 5 things to watch on the ASX 200 on Wednesday
• Here are the top 10 ASX 200 shares today
• Why is the ASX 200 on a rollercoaster this week?

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.

Yesterday afternoon, Lynas Rare Earths Ltd (ASX: LYC) announced a revised long-term supply agreement with Japanese industry, extending to 2038 and establishing a firm offtake for 5,000 tonnes of NdPr per year at a US$110/kg price floor.

What did Lynas Rare Earths report?

• Updated agreement with JARE extends rare earths supply to Japanese industry until 2038
• New floor price of US$110/kg for NdPr oxide sales
• Firm annual offtake: 5,000 tonnes of NdPr and 50% of all Heavy Rare Earth (HRE) oxides produced
• Upside sharing arrangement for prices achieved above US$150/kg NdPr
• Annual review process ensures sustainability and funding effectiveness

What else do investors need to know?

The updated agreement gives Lynas both price certainty and market access, with a minimum floor for NdPr sales and the potential for extra upside if prices rise. Importantly, it cements Lynas’ position as a cornerstone supplier of key materials for Japanese industry at a time when rare earth security remains a global focus.

The partnership covers both Light and Heavy Rare Earth oxides, reflecting Lynas’ successful production of separated HRE oxides in 2025. Under the deal, JARE will commit to buy half of all HRE output, while Lynas and Sojitz continue to collaborate on downstream customer contracts.

What did Lynas Rare Earths management say?

CEO and Managing Director Amanda Lacaze said:

Lynas’ partnership with JARE has served both organisations well over the past 15 years. It has created a strong foundation for the development of Lynas’ business, supported investments in new processing capacity and new products, and delivered reliable supply of quality product to support Japanese industry growth.

We are delighted that the revised 12-year availability and supply agreement with JARE will support both Japanese industry and the continued growth and development of Lynas. This new agreement will ensure continued reliable supply of rare earth products that are strategically important to Japanese industry and its global market, and at the same time, the implementation of fair market pricing will reduce price volatility for Lynas and enable continued growth and investment in our operations.

We thank our JARE partners, JOGMEC and Sojitz, and our Japanese customers for their support over the past 15 years. We are confident this new agreement, alongside other policy initiatives from governments around the world, will contribute to improved rare earths market dynamics,” added Ms Lacaze.

What’s next for Lynas Rare Earths?

Lynas expects the revised agreement to provide stability in revenues and support ongoing investments in processing and product development. The 12-year horizon gives management confidence to pursue growth opportunities and strengthens relationships with Japanese customers.

The company will continue to work closely with JARE and Sojitz to ensure the sustainability of the agreement, monitor rare earth market trends, and review terms annually. This collaborative framework should help Lynas manage market volatility and remain a critical player in global supply chains.

Lynas Rare Earths share price snapshot

Over the past 12 months, the Lynas Rare Earths shares have risen 153%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 10% over the same period.

View Original Announcement

The post Lynas Rare Earths inks 12-year supply deal with Japanese industry appeared first on The Motley Fool Australia.

More reading

• GQG Partners lifts FUM to US$172.9bn in February 2026
• Macquarie Technology Group secures $200m NRFC investment for digital infrastructure
• 5 things to watch on the ASX 200 on Wednesday
• Here are the top 10 ASX 200 shares today
• Australia’s next great ASX mining boom: Are we already in it?

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 recommended Lynas Rare Earths Ltd. 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.