The CSL Ltd (ASX: CSL) share price has taken a dive over the last several months. As the chart below shows, it has fallen almost 50% from August 2025. But, experts think there’s a chance that the ASX healthcare share could recover a lot of the lost ground.

The global biotech business provides a number of healthcare products, including blood plasma-related treatments and vaccines.

UBS recently released a note that outlined one of the reasons why investors can be excited by the business.

UBS is positive on the biotech giant

The broker said that there has been a rapid uptake of CSL’s Andembry since the launch in mid-2025, with more than 1,000 patients on the therapy. UBS estimates this is around 15% of patients on prophylactic treatment across the major markets where it has been approved.

At a US price of around $400,000, the broker said this early momentum should underpin “strong second-half FY26 sales and extend into FY27”.

UBS suggests that its hereditary angioedema (HAE) forecasts may prove conservative, as it has allowed for competitive pressure in its projections and therefore expects CSL’s HAE market share to peak in FY27.

The broker is projecting that CSL’s market share could rise from around 20% in FY25 to a peak of 27% in FY27. UBS said its cautious stance reflects “gradual switching from incumbent therapies, including Haegarda, and competition from other new therapies, both approved and currently in clinical trials.”

UBS believes there’s “meaningful upside if Andembry takes more” market share.

The broker said its scenario analysis suggests the FY30 (estimated) earnings could get a 9% potential boost if CSL lifts its market share to 40% of the global HAE market. While ambitious, UBS said that possible outcome is “credible given Andembry’s clear advantages in convenience and patient experience”.

UBS also noted that CSL’s long history with this patient group positions it well to take share from the market leader, Takeda.

Is the CSL share price a buy?

The broker is still bullish on the business, despite the market’s pessimism.

UBS currently has a buy rating on the business, with a price target of $235. A price target tells investors where they think the share price will be in a year from the time of the investment call. The broker’s price target suggests a possible rise of 66% over the next year.

The broker projects that the business could generate net profit of US$3.4 billion in FY26.

The post Here’s one reason why experts think the CSL share price can rise 65%! appeared first on The Motley Fool Australia.

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

For anyone that watched the Terminator movie franchise and developed an overwhelming fear of robots – perhaps look away. 

A new report from Betashares has shed light on the global robotics industry and its profound development. 

An ideal ASX ETF for investors looking to target this developing market is the Betashares Global Robotics And Artificial Intelligence ETF (ASX: RBTZ). 

Here are three reasons investors could benefit from long term growth through this fund. 

A growing market 

According to Hugh Lam, Investment Strategist at Betashares, globally, the robotic market is projected to reach US$111 billion by 2030. 

This is being driven by persistent labour shortages, accelerating AI adoption, and better unit economics from increased competition. 

Goldman Sachs forecasts the global humanoid robot market alone could reach US$38 billion by 2035. This is up more than sixfold from a previous projection of US$6 billion. 

Real world application 

According to Betashares, for much of the last decade, AI progress was largely software-driven. 

However, advances in embodied AI are now enabling robots to operate in real-world environments. This is shifting application from research demos to commercial deployment. 

Companies are already applying these capabilities across industries – from simulated factory design to physical automation.

At the same time, large-scale humanoid robot production is beginning to take shape.

For example, the demand for physical robotics is manifesting in areas of the economy where workflows are often considered monotonous or dangerous. 

This includes high-energy power plants and logistics warehouses and manufacturing facilities. 

Roughly 16,000 humanoid robots were installed globally by the end of 20253, with annual shipments forecast to reach 115,000 units by 20274 — a near-sevenfold increase in just two years.

Cheaper development

Not only is investment growing, and real world application materialising, but the cost of building a single humanoid robot has fallen dramatically.

From anywhere between US$150,000 and US$500,000 just a few years ago, manufacturing costs dropped approximately 40% between 2022 and 2023 alone, driven by cheaper components shared with mature electric vehicle supply chains and improving manufacturing techniques.

In summary, demand is increasing, while cost of production is lowering at the same time. 

RBTZ fund overview

For investors interested in gaining exposure to this ASX ETF, the fund invests in companies involved in industrial robotics and automation.

It also invests in companies involved in non-industrial robots, humanoid technology, robotics-focused AI and unmanned vehicles and drones. 

Recently, the fund has undergone a timely evolution in response to key development in the Robotics and AI landscape.

Some key changes include: 

• The index now explicitly includes a Humanoid Technology theme and has sharpened its AI definition to focus exclusively on AI that powers physical systems – chips, software, and platforms enabling robotics and autonomous operation.
• The index now includes companies listed on mainland Chinese exchanges via the Hong Kong Stock Connect program – giving investors direct exposure to some of the most consequential companies in the humanoid robotics value chain that were previously inaccessible.
• Recognising that many of the most exciting players of next-gen robots and AI are still in early commercial stages, the index now admits pre-revenue companies actively developing relevant technologies.

The post 3 reasons this AI and Robotics ASX ETF is a long term play appeared first on The Motley Fool Australia.

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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.

Many Aussie investors would be feeling the pinch after the recent ASX 200 decline. 

Australia’s benchmark index entered correction territory briefly this week before slightly bouncing back. 

A new report from Betashares has explored how long similar falls in the past have taken to recover.

What is a correction and how often do they happen?

A market correction is a short-term drop in stock prices – usually defined as a decline of 10% or more. 

A bear market usually involves a decline of 20% or more.

According to Betashares, falls of more than 5% happen roughly once a year on average. 

Of those that reach 10%, just over half go on to become deeper declines, although the risk is lower when the economy is not heading into recession.

Hans Lee, Senior Finance Writer at Betashares, said the most recent comparable moment was Liberation Day in April last year, when Trump’s tariff announcement sent the ASX down 15.8% peak-to-trough in a matter of days. 

It recovered fully within weeks.

Before that, investors experienced a 35% fall in the Australian share market in just five weeks during early 2020. Markets recovered to pre-crash levels just 13 months later.

History offers some reassurance here. Markets price fear faster than they price recovery – which is why making significant decisions on instinct tends to produce worse results than sitting tight.

Why is the market falling?

The ongoing conflict in the Middle East is the main catalyst of recent declines. 

However unlike liberation day sell-offs last year, the current fall is having more direct impacts to the economy. 

Last year, when President Trump announced widespread tariffs, markets reacted quickly, and priced in this fear before any real economic impact was felt. 

This was a classic example of markets reacting more to expectations and uncertainty than to immediate, measurable economic damage.

In contrast, the current conflict is resulting in higher oil prices. These feed directly into inflation, complicating the picture for central banks.

The RBA raised rates again earlier this month fearing inflationary pressures from the impact of higher oil prices, while the US Federal Reserve signalled it’s in no hurry to cut rates any time soon.

Is this likely to persist?

According to Betashares, history says there is a good chance the conflict is short lived. 

Research by Hartford Funds found that historically the S&P 500 was higher one year after the onset of conflict 73% of the time , with average one-year returns in the high single digits. Oil-driven shocks can take longer to resolve, but history still favours patience over panic.

Chief Economist David Bassanese’s base case is that a negotiated resolution remains the most likely outcome. But markets are waiting for confirmation and, until they get it, volatility will be the default setting.

Is now the time to buy?

Here at The Motley Fool, we are long-term focussed. 

With that framework in mind, a 10% decline to Australia’s benchmark index is a chance to top up your portfolio at a relative value. 

It’s important to remember that short-term volatility is likely to persist. There’s no guarantee of a quick resolution to the current conflict in the Middle East. 

However as Betashares research points out, over the long-term, markets like the ASX 200 will recover, and eventually steam ahead. 

If you are looking for broad exposure to the ASX 200, here are a few ASX ETFs to consider: 

• BetaShares Australia 200 ETF (ASX: A200)
• iShares Core S&P/ASX 200 ETF (ASX: IOZ)
• Vanguard Australian Shares Index ETF (ASX: VAS) – Targets the ASX 300 rather than just the 200 largest companies. 

The post How long will it take for the ASX 200 to recover? Expert appeared first on The Motley Fool Australia.

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• New to investing? Start with ASX ETFs and quality ASX stocks

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.

Australian sharemarkets have slumped over the past month amid geopolitical uncertainty and interest rate fears, prompting investors to pull back from most sectors. Now, many are turning their focus to ASX dividend shares.

At the time of writing, the S&P/ASX 200 Index (ASX: XJO) has ticked 1.9% higher this week off the back of renewed confidence, but over the month, it’s still down 6.7%, and down 2.4% for the year to date.

Despite the decline, there are two more unusual ASX 200 dividend shares that are still making money.

National Storage REIT (ASX: NSR)

National Storage REIT is the largest self-storage provider in Australia and New Zealand. It’s unique because it is the only ASX-listed entity focused purely on storage. 

The majority of its 230-plus self-owned storage facilities are mostly located on city fringes, suburban, and regional areas. They are owned and operated, but they also have long-term leaseholds.

The company offers self-storage, business storage, climate-controlled wine storage, vehicle storage, and other value-added services such as vehicle and trailer hire, packaging, and insurance.

As a storage business, the company is generally resilient to market pressures. Its share price has remained stable over the past month, unlike many other companies in the ASX 200 Index. At the time of writing, the shares are changing hands at $2.78 each. That’s a 0.2% increase over the past month, a 1.46% increase for the year to date, and a 25.8% hike from the share price this time last year.

The ASX company has a history of paying reliable half-year dividends to its investors, too. Its most recent interim dividend, paid in February, paid investors 6 cents per share, fully franked. At the time of writing, this translates to a trailing dividend yield of 4.2%.

Viva Energy Group Ltd (ASX: VEA)

Viva Energy Group is Australia’s second-largest vertically integrated refined transport fuel supplier. The company makes, imports, blends, and delivers about one quarter of Australia’s fuel requirements. It also supplies lubricants, solvents, and bitumen. 

The ASX stock is unusual because, as a fuel refiner and retailer, it has exposure to both the infrastructure and energy sectors.

Recent fuel supply pressures have created a strong tailwind for the business, and its share price has soared higher. At the time of writing, the shares are changing hands at $2.36. That’s a huge 35.6% uplift over the past month alone. The share price has also risen 13.4% over the year to date and 33.2% from this time last year.

Viva Energy has paid half-yearly dividends to its shareholders since 2022. The company is due to pay its investors a final dividend of 3.94 cents per share, fully franked, next week. For the full year, the company has paid a total dividend of 6.77 cents per share, which equates to a dividend yield of around 2.9% at the time of writing. 

The post As the ASX indexes sink, these unique dividend shares are making investors money 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.

With so much uncertainty in the global economy right now, ASX defensive shares could be a smart call.

Businesses that benefit from elevated inflation could outperform the wider ASX share market, as higher fuel prices (and other disruptions from the Middle East) could drive inflation higher.

Having noted that, I think the following ASX defensive shares are good buys today.

Rural Funds Group (ASX: RFF)

Rural Funds is a real estate investment trust (REIT) that owns farmland across Australia.

Food is one of the most important commodities that a business could produce. But, the business is leasing its farms to high-quality tenants, removing the risk of operating agricultural land.

Rural Funds generates a pleasing level of rental income from its property portfolio, enabling it to guide a distribution for FY26 that translates into a distribution yield of 5.8% at the time of writing.

The reason why I think it can succeed during another bout of inflation is because a significant portion of its rental income is linked to inflation, which could mean an acceleration of rental growth during this period.

A key aspect why I think this is a good time to buy is that it’s trading at a low price to the underlying value of its property portfolio (minus the loans and so on), with a metric called the net asset value (NAV).

At 31 December 2025, it had an adjusted NAV of $3.10, so it’s trading at a 35% discount to this.

I love being able to buy assets for less than they’re worth, like this situation with the ASX defensive share.

Telstra Group Ltd (ASX: TLS)

Telstra is Australia’s leading telco with the most subscribers, the widest network coverage and the strongest economic moat in the sector, in my view.

The company has recently announced another price increase for its prepaid and postpaid users – the biggest increase came to around 10%, though other subscriber levels saw a smaller rise. This will come into play from 5 May 2026.

This is likely to increase Telstra’s average revenue per user (ARPU) across FY26 and FY27, which could also help raise the company’s margins. More revenue from the same subscribers is a powerful earnings tailwind.

I’m not sure how the company’s costs are going to evolve, but I doubt the expenses are going to rise as much as revenue in the medium-term.

I think telecommunication services are one of the most defensive sectors, making Telstra an appealing business to consider as an ASX defensive share.

With Australia becoming increasingly digital, the ASX defensive share is exposed to an ongoing growth tailwind, which I believe will help subscriber numbers rise over time.

If it hikes the FY26 final dividend to the same level as the interim payment, it could offer a dividend yield of around 4%, excluding franking credits.

The post 2 ASX defensive shares I’d buy in a heartbeat appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Rural Funds Group. 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 Rural Funds Group and Telstra Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you have $3,000 ready to invest, recent market weakness could be creating some compelling opportunities.

A number of high-quality ASX shares have pulled back sharply from their highs, despite continuing to execute on their long-term strategies.

For investors willing to look through short-term volatility, this could be a chance to buy into strong businesses at more attractive prices.

Here are two ASX shares that could be worth considering in 2026 according to analysts.

NextDC Ltd (ASX: NXT)

The first ASX share that could be a standout option is NextDC.

The data centre operator continues to benefit from powerful structural tailwinds, including cloud adoption and artificial intelligence demand. Its latest results highlighted further strong growth, with revenue up 13% and underlying EBITDA rising 9% for the half.

More importantly, the company’s contracted utilisation surged and it now has a record forward order book, which is expected to drive a material uplift in revenue and earnings over the coming years.

Despite this, NextDC shares are down around 30% from their highs to $12.54, reflecting broader pressure on growth stocks rather than a deterioration in fundamentals.

The team at Morgans sees significant upside and has put a buy rating on its shares with a $20.50 price target. This implies potential upside of over 60% for investors over the next 12 months.

Temple & Webster Group Ltd (ASX: TPW)

Another ASX share that analysts think investors should consider is Temple & Webster.

The online furniture and homewares retailer has come under significant pressure in recent months, with its shares down approximately 75% from their highs to $6.73. However, its underlying performance suggests the business is still moving in the right direction.

Last month, the company reported revenue growth of nearly 20% for the first half and continues to gain market share. The latter reached record levels of 2.9% and shows little sign of slowing.

It is also seeing strong traction in key growth areas, including home improvement and commercial sales, while its expansion into New Zealand is already generating early revenue.

Importantly, Temple & Webster operates a capital-light model with no inventory risk and has a strong cash position, giving it flexibility to continue investing in growth.

Macquarie is positive on its outlook and has put an outperform rating on its shares with a $13.70 price target. Based on its current share price, this suggests that its shares could double in value over the next 12 months.

The post $3k to invest? 2 ASX shares to consider buying in 2026 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Nextdc and Temple & Webster Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Temple & Webster Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. 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.

It’s been a tough year for this ASX retail stock.

Temple & Webster Group (ASX: TPW) has plunged around 60% over the past 12 months. That’s a brutal decline — especially when the S&P/ASX 300 Index (ASX: XKO) has gained more than 7% over the same period.

So, what’s gone wrong? And could this beaten-down stock really double from here?

Why the share price has fallen

Several headwinds have hit Temple & Webster.

Macro concerns are front and centre. Rising geopolitical tensions in the Middle East and growing anxiety around AI disruption have weighed on growth stocks broadly.

Then there are cost pressures. Surging shipping costs have raised fears margins could take a hit in the second half of FY26.

Add to that earlier issues — slowing growth, heavy discounting, and increased marketing spend — and it’s easy to see why recent earnings disappointed.

Investors have reacted accordingly.

But here’s the twist: the long-term story may still be intact.

A scalable growth machine

Temple & Webster is Australia’s largest pure-play online furniture and homewares retailer.

Its business model is a key strength. It operates a marketplace platform, connecting suppliers directly with customers. That means it can scale its product range without holding large amounts of inventory.

Less inventory. Lower risk. Greater flexibility.

The company is chasing a big opportunity. The furniture and homewares market remains highly fragmented, and Temple & Webster is targeting more than $1 billion in annual revenue by FY28.

Growth is still strong.

In the first half of FY26, the company delivered nearly 20% sales growth. That’s impressive in the current environment.

And the structural tailwind is clear. Online shopping continues to gain share. E-commerce makes up about 20% of Australia’s homewares market today. In markets like the UK and US, penetration is closer to — or above — 30%.

There’s room to run for the ASX retail stock.

Margins could surge

Profitability is the next piece of the puzzle.

In FY25, Temple & Webster reported an EBITDA margin of 3.1%. That’s modest — but it’s expected to improve.

Management is guiding for a 3% to 5% margin in FY26. Longer term, it’s targeting at least 15%.

That’s a huge jump.

If the ASX retail stock can combine higher margins with rising revenue, earnings could scale rapidly. And that’s exactly what growth investors want to see.

What do analysts think?

Despite recent setbacks, brokers remain optimistic on the ASX retail stock.

Bell Potter has a buy rating on Temple & Webster, with a $13 price target. That implies around 90% upside over the next 12 months.

More broadly, sentiment is strong. TradingView data shows 10 out of 14 analysts rate the stock a buy or strong buy.

And the most bullish forecast? A price target of $24.00 — suggesting a massive 257% upside.

Foolish takeaway

Temple & Webster has been hit hard. No doubt about it.

But the combination of strong revenue growth, a scalable model, and long-term margin expansion keeps the investment case alive.

If execution improves and macro pressures ease, this dirt-cheap ASX retail stock could be primed for a powerful rebound.

The post This dirt cheap ASX retail stock is tipped to double in value 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 positions in and has recommended Temple & Webster Group. 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.

Putting $10,000 to work in ASX dividend shares can be a great way to start building a reliable income stream.

For me, the focus isn’t just on yield. It’s about building a mix of businesses and investments that can generate income today, while also giving that income the chance to grow over time.

Here’s how I’d approach it.

Macquarie Group Ltd (ASX: MQG)

I think Macquarie Group could play an important role in an income portfolio.

Macquarie has a strong track record of growing earnings and dividends over time, supported by its global operations across asset management, banking, and infrastructure.

Its dividend yield may not be the highest on the ASX, but it has shown an ability to increase its payout over the long term.

For me, this is about planting the seeds for future income growth.

Super Retail Group Ltd (ASX: SUL)

Super Retail brings a different type of exposure. It operates well-known brands across automotive, sports, and outdoor retail, and has a history of paying solid dividends when conditions are supportive.

Retail can be cyclical, which is something to be aware of.

But with strong brands (BCF, Macpac, Rebel, and Supercheap Auto) and a loyal customer base, Super Retail has demonstrated that it can generate meaningful cash flow across the cycle.

I think that could make it an interesting ASX dividend share for an income portfolio.

Vanguard Australian Shares High Yield ETF (ASX: VHY)

The Vanguard Australian Shares High Yield ETF is one of the simplest ways to access dividend income.

It provides exposure to a diversified portfolio of high-yielding Australian shares, including banks, miners, and other income-focused businesses.

What I like is that it spreads your risk. Instead of relying on a handful of stocks, you’re getting income from a broad basket of companies.

That can help smooth out returns over time.

Flight Centre Travel Group Ltd (ASX: FLT)

I think Flight Centre has a place in an income portfolio.

As a travel business, its earnings can be more volatile. However, when conditions are strong, it has the potential to generate significant profits and return capital to shareholders.

And with its shares down meaningfully from their highs, the potential dividend yield on offer now is much more attractive than it was a year ago.

For example, according to CommSec, the consensus estimate is for fully franked dividends so 49.3 cents per share in FY26 and then 57 cents per share in FY27. This represents dividend yields of 4.3% and 4.95%.

Magellan Infrastructure Fund (ASX: MICH)

Lastly, the Magellan Infrastructure Fund helps round things out. It provides exposure to global infrastructure assets, which typically generate stable and predictable cash flows.

That can translate into more consistent income for investors.

It also adds diversification, which I think is important when building any portfolio.

Foolish takeaway

Investing $10,000 in ASX dividend shares isn’t about chasing the highest yield.

For me, it’s about combining quality, diversification, and growth potential.

Macquarie adds long-term dividend growth, Super Retail offers retail-driven income, the VHY ETF provides broad exposure, Flight Centre is a recovery play, and Magellan Infrastructure adds diversification.

Together, they show how a mix of different income sources can help build a stronger portfolio over time.

The post How to invest $10,000 in ASX dividend shares in 2026 appeared first on The Motley Fool Australia.

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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 Macquarie Group and Super Retail Group. The Motley Fool Australia has positions in and has recommended Macquarie Group and Super Retail Group. The Motley Fool Australia has recommended Flight Centre Travel Group, Magellan Infrastructure Fund, and Vanguard Australian Shares High Yield ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Wednesday, the S&P/ASX 200 Index (ASX: XJO) had a very strong session and raced notably higher. The benchmark index jumped 1.85% to 8,534.3 points.

Will the market be able to build on this on Thursday? Here are five things to watch:

ASX 200 set to rise

The Australian share market looks set to rise again on Thursday following a good night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 22 points or 0.25% higher this morning. In late trade in the United States, the Dow Jones is up 0.6%, the S&P 500 is up 0.55% and the Nasdaq is 0.75% higher.

Soul Patts shares on watch

Washington H. Soul Pattinson and Co Ltd (ASX: SOL) shares will be on watch on Thursday. That’s because the investment house will be releasing its half-year results before the market open. These will be the company’s first results since the transformational $14 billion merger with Brickworks. That deal was stated to be “cash flow and post-tax NAV accretion on a per share basis.”

Oil prices fall

ASX 200 energy shares including Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a subdued session on Thursday after oil prices fell overnight. According to Bloomberg, the WTI crude oil price is down 1.7% to US$90.81 a barrel and the Brent crude oil price is down 1.8% to US$102.57 a barrel. This has been driven by optimism that a US-Iran peace deal could be on the horizon.

Shares named as buys

The team at Wilsons has identified a number of shares that it thinks are buys after being oversold. They include Pinnacle Investment Management Group Ltd (ASX: PNI), Hub24 Ltd (ASX: HUB), and Cochlear Ltd (ASX: COH). It said: “Pinnacle (PNI) and HUB24 (HUB) trade below five-year average P/E multiples while retaining strong structural growth and offering meaningful leverage to an eventual equity market recovery. Cochlear (COH) trades at a decade-low P/E, with its Nexa product cycle supporting medium-term earnings acceleration.”

Gold price rises

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a good session on Thursday after the gold price pushed higher overnight. According to CNBC, the gold futures price is up 2.4% to US$4,508.8 an ounce. A pullback in oil prices has eased inflation and higher interest rate fears.

The post 5 things to watch on the ASX 200 on Thursday appeared first on The Motley Fool Australia.

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4DMedical Ltd (ASX: 4DX) shares stole the spotlight on Wednesday, surging 34% to a record high and capping off one of the most extraordinary runs on the ASX.

Over the past year, defence stocks have grabbed the headlines with Droneshield Ltd up 330% and Electro Optic Systems Ltd (ASX: EOS) up 540% but the returns from 4DMedical, up a staggering 1,630%, are hard to ignore.

What is driving such an astronomical share price increase?

A major endorsement from Mayo Clinic

The catalyst for the latest move is the deployment of 4DMedical’s CT:VQ technology at the Mayo Clinic in the United States, widely regarded as one of the best hospitals in the world.

This is a high credibility signal. When an institution like Mayo adopts a new technology, it carries weight across the broader healthcare system.

Mayo will use the technology for ventilation and perfusion analysis, initially integrating it into clinical workflows and evaluating its use across a range of applications.

Building serious momentum

What also stands out is the speed of adoption.

In just seven months since receiving FDA clearance in September 2025, 4DMedical has secured deployments at six leading US academic medical centres, including Stanford, Cleveland Clinic, and the University of Chicago.

That level of traction in such a short timeframe is unusual and suggests strong early demand.

The company’s value proposition is clear. Its technology eliminates the need for radioisotopes and contrast agents, integrates into existing CT workflows, and delivers high resolution functional imaging.

It also aligns with reimbursement pathways, which is critical for real world adoption.

What investors should watch

There is no doubt that 4DMedical is one of the hottest stocks on the ASX right now. The rally reflects growing confidence that the company is moving beyond a promising technology story into early commercial execution.

With a market cap exceeding $3Billion, expectations are sky high and the next phase is strong execution. Investors will want to see these deployments translate into meaningful revenue and over time, free cash flow.

The post Forget DroneShield and EOS, this ASX healthcare stock is up 15x in a year! appeared first on The Motley Fool Australia.

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Motley Fool contributor Kevin Gandiya has no positions 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 Electro Optic Systems 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.