This week has been a rollercoaster for ASX investors. 

Monday saw the biggest sell-off in almost a year, as investor sentiment was extremely defensive due to developing conflict in the Middle East. 

It felt as though this was the beginning of an extended decline, as many investors positioned themselves for a risk-off period. 

However before the market crash could even begin, it bounced back yesterday. 

The Motley Fool’s Bernd Struben explained in detail yesterday the factors that are influencing this volatility.

While investors were able to breathe a momentary sigh of relief, there are likely more ups and downs to come. 

What happened to these shares yesterday?

The S&P/ASX 200 Index (ASX: XJO) finished Tuesday a full 1% higher than Monday. 

Two ASX shares that vastly outperformed the benchmark index were 4DMedical Ltd (ASX: 4DX) and Life360 Inc (ASX: 360). 

These stocks rose 9.11% and 10.34% respectively.

This came after crashes of 5% and 7% on Monday. 

What’s more interesting, is these companies are part of two of Australia’s worst performing ASX sectors this year: healthcare and technology.

Following this week’s turbulence, 4DMedical shares are down 2.4% year to date, and up more than 1,000% in the last 12 months. 

Meanwhile, Life360 shares are down 30% year to date and down 2% over the last 12 months. 

With so much movement, it can be difficult for prospective investors to identify an attractive entry point. 

Here is the latest guidance from analysts. 

Life360 shares

For those unfamiliar, Life360’s core product is a private family and friends social networking app that allows users to communicate and share their locations.

It was a strong performer across 2024-2025, however has been heavily sold off this year, most recently on the back of disappointing results.

It closed yesterday at $22.51. 

Based on guidance from brokers, it now looks like an attractive buy. 

Investors will be hoping it has finally hit rock bottom after a tough start to 2026. 

Bell Potter has a recent target of $40.00. 

Recently, Morgan Stanley put an overweight rating and $50.00 price target on Life360 shares. 

These targets indicate an upside in the range of 77% to 122%. 

Based on this guidance, it seems yesterday’s spike could be the beginning of a recovery for Life360 shares. 

Can 4DMedical keep rising?

4DMedical has been one of the hottest ASX shares over the last year. 

It closed yesterday at $4.43 per share, an astounding 1,035.90% higher than 12 months ago. 

It is a medical technology company working in the field of respiratory imaging and ventilation analysis in the treatment of lung and respiratory diseases.

Despite yesterday’s 9% rise, it seems analysts largely see the current share price as hovering close to fair value. 

Analysts forecasts via TradingView have an average one year price target of $4.20 on this ASX stock. 

That’s approximately 5% lower than yesterday’s price target. 

The post Are 4DMedical and Life360 shares a buy, hold or sell after rocketing 10% yesterday? appeared first on The Motley Fool Australia.

More reading

• 4 ASX tech shares tipped to jump up to 140% higher
• Here are the top 10 ASX 200 shares today
• 3 ASX shares to buy for magnificent long-term growth
• 3 ASX tech stocks that brokers rate as buys
• Why are Life360 shares soaring 10% higher today?

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The BHP Group Ltd (ASX: BHP) share price has soared more than 20% in the last six months, but it has also dropped more than 13% since 2 March 2026. That’s plenty of volatility!

It will be very interesting to see whether the ASX mining share can deliver further capital growth from here.

Experts have given their view on how much the BHP share price could climb (or not) from here.

BHP share price target

A price target tells investors where the analyst think the share price will be in 12 months from the time of the investment call.

Of course, just because an analyst has a price target on a business doesn’t automatically mean it will rise or fall to that level, but it can indicate whether experts view the business as undervalued, overvalued or fairly valued.

According to the Commsec collation of analyst recommendations, there are currently two sell ratings, 11 hold ratings and seven buy ratings on the business.

However, with the strength of the BHP share price this year, it doesn’t offer significant capital growth potential in the shorter-term. According to CMC Invest, the average price target from more than a dozen analysts on the ASX mining share right now is $51.79, which suggests a possible rise of 1% over the next year. That implies it’s fairly valued.

The optimistic price target is $68.05, which implies a possible rise of 33% over the next year. However, the most pessimistic price target suggests a decline of 33% could happen.

One of the brokers that rates the mining giant as a hold is UBS, which has a price target of $52 on the business, implying a slight rise from where it is today.

What’s to like about the ASX mining share?

UBS recently released a note about BHP’s Vicuna copper project, which it owns 50% of. It said this is a multi-generational copper growth opportunity. It has the potential to be the largest mining project in Argentina, with production targeted of around 700kt per year.

With capital expenditure of more than $18 billion, Vicuna could be the largest single copper project in history, according to UBS. Development of Vicuna is planned over three stages to manage capital expenditure, reduce execution risk and allow latter stages to be self-funded. Stage one targets first production in 2030.

UBS currently projects that the business could achieve an internal rate of return (IRR) at between 17% to 19%.

I like that BHP continues to increase its exposure to copper, which represented just over half of earnings in the first half of FY26.

UBS estimates that the business could generate net profit of US$12.5 billion in FY26 and US$14.3 billion in FY30. The broker thinks there is better risk/reward elsewhere, which is why it only rates the BHP share price as neutral rather than a buy.

The post How much could the BHP share price rise in the next year? appeared first on The Motley Fool Australia.

More reading

• 5 key drivers of the new commodities ‘supercycle’: experts
• Australia’s next great ASX mining boom: Are we already in it?
• Own BHP stock? Here’s why the miner is down 13% in a week
• Should investors buy the dip on these ASX 200 shares?
• This would be my $1 million ASX retirement portfolio

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

Two ASX defence shares that have drawn plenty of attention over the past year are Droneshield Ltd (ASX: DRO) and Electro Optic Systems Hldgs Ltd (ASX: EOS). 

DroneShield shares have risen 310% in the last 12 months, and Electro Optic Systems shares have risen 804%. 

Despite racing higher, both companies fell significantly during February. 

But, it was good news yesterday for holders of these companies as they enjoyed rises of more than 8%. 

Investors may now be wondering whether to hop on or off this roller coaster of volatility. 

Yesterday’s recovery could mark a point for holders to take profits. Or it could be the beginning of another rally. 

Here is what experts are saying. 

Can DroneShield shares return to record highs?

DroneShield develops and sells artificial-intelligence-powered hardware and software to detect drones used by the likes of terrorists and criminals. 

The company’s solutions protect people, organisations, and critical infrastructure from the intrusion of drones.

It has benefited from increased defence spending amidst geopolitical conflict over the last year or so. 

DroneShield shares closed yesterday at $4.02 each. 

While that’s much higher than this time last year, it’s still well below 52-week highs over $6.70 last October. 

Recent targets from brokers indicate it could be set to increase over the next 12 months, although it might not reach those peaks experienced last year. 

Bell Potter recently put a buy rating and $4.80 price target on DroneShield shares. 

Forecasts from analysts via TradingView have a one year price target of $4.90. 

Based on these targets, there is an estimated upside of approximately 20%-22%. 

Temper expectations for EOS 

Electro Optic Systems Holdings Ltd operates in the defence technology sector. The company develops products such as remote weapon systems (RWS), counter-drone technology, and high-energy laser systems.

Much like DroneShield, it has benefited from recent defence tailwinds. 

It closed yesterday at $10.76. 

It is hovering much closer to yearly highs, and estimates from brokers are mixed. 

Following earnings results last month, Bell Potter put a reduced price target of $9.70 (from $12.00) on the company. 

On a more positive note, Ord Minnett has a speculative ‘buy’ rating on EOS with a price target of about $12.95.

Based on these targets, the stock price could swing almost 10% to the negative or 20% higher. 

Much of the success of the company will hinge on its ability to successfully convert its contracts into revenue.

Analysts ratings via TradingView sits in between the two, with an estimated 7% upside for these defence shares. 

The post What are experts saying about EOS and DroneShield shares after yesterday’s recovery? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• 3 ASX shares to buy for magnificent long-term growth
• Got $5,000? 2 top ASX growth stocks to buy that could double your money
• Could DroneShield shares double again in 2026?
• Here are the top 10 ASX 200 shares today

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

March has begun with a fair amount of volatility in global markets. Geopolitical tensions, shifting interest rate expectations, and swings in the technology sector have created an environment where share prices can move sharply from week to week.

For long-term investors, however, periods like this can be a good time to think about building positions gradually in high-quality exchange traded funds (ETFs).

But which ones could be good picks for Aussie investors this month?

If you have $10,000 ready to invest this month, here are three ASX ETFs that could be worth considering.

iShares S&P 500 ETF (ASX: IVV)

The first ASX ETF that could be a buy is the iShares S&P 500 ETF.

Rather than trying to pick the next big global winner, this fund simply provides exposure to the 500 largest companies listed in the United States. That means investors automatically gain a stake in many of the most dominant businesses in the world.

The portfolio includes companies such as Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Walmart (NYSE: WMT). These are businesses that operate at enormous scale and generate billions of dollars in profit each year.

One of the strengths of the S&P 500 is how it naturally evolves over time. As new industries emerge, the index gradually shifts to include the companies leading those trends. This allows investors to stay aligned with the global economy without needing to constantly adjust their portfolios.

For investors looking for a simple way to gain exposure to the world’s largest market, the iShares S&P 500 ETF remains one of the most straightforward options available on the ASX.

Betashares Global Defence ETF (ASX: ARMR)

Another ASX ETF that could be worth considering is the Betashares Global Defence ETF.

This fund focuses on companies involved in defence equipment, aerospace technology, and military infrastructure. While this may sound niche, the sector is benefiting from a powerful structural shift.

Governments around the world have been increasing defence budgets as geopolitical tensions rise and security priorities change. This trend is expected to drive sustained spending on advanced military technologies.

The ETF includes companies such as Lockheed Martin (NYSE: LMT), a major defence contractor behind the F-35 fighter jet program, RTX Corporation (NYSE: RTX), which develops aerospace and missile systems, and Northrop Grumman (NYSE: NOC), a leader in advanced defence technology.

Because defence spending tends to be driven by long-term government budgets rather than consumer demand, the sector can sometimes show resilience during periods of economic uncertainty. It was recently recommended by analysts at Betashares.

Betashares Australian Quality ETF (ASX: AQLT)

A final ASX ETF that could be a strong addition to a portfolio is the Betashares Australian Quality ETF.

Instead of simply tracking the largest companies on the Australian share market, this fund uses a rules-based approach to identify businesses with strong profitability, stable earnings, and healthy balance sheets.

The portfolio includes a range of high-quality ASX shares such as CSL Ltd (ASX: CSL), REA Group Ltd (ASX: REA), and Goodman Group (ASX: GMG).

Quality-focused strategies aim to favour businesses that generate strong returns on capital and maintain consistent financial performance through economic cycles. Over long periods, these traits can often translate into steady earnings growth and resilient share prices.

For investors wanting exposure to the Australian market while tilting toward stronger businesses, the Betashares Australian Quality ETF offers a slightly different approach compared to traditional broad-market ETFs. It was also recently recommended by analysts at Betashares.

The post Where to invest $10,000 into ASX ETFs in March appeared first on The Motley Fool Australia.

More reading

• How much do you need to invest in US stocks to earn a $2,000 monthly passive income?
• If you think global instability will persist, these ASX ETFs might be for you
• Should I buy ASX shares or look to conserve cash right now?
• 3 ASX ETFs with a focus on global defensive shares
• What I’d buy if the ASX share market crashes

Motley Fool contributor James Mickleboro has positions in CSL, Goodman Group, and REA Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Amazon, CSL, Goodman Group, Microsoft, RTX, and iShares S&P 500 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lockheed Martin. The Motley Fool Australia has recommended Amazon, CSL, Goodman Group, Microsoft, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Paul Wong and Jacob White from Sprott Asset Management say the market has entered “a new kind of commodity supercycle”.

This one will not involve bulk commodities, but rather, critical materials tied to electrification, power generation, and energy security.

The market strategists name copper, uranium, lithium, rare earths, and silver as the prime commodities involved.

The commodity prices of many critical materials soared in 2025 amid rising demand and low supply.

The momentum continued into 2026, with a dramatic upswing in January ending with a short and sharp correction.

Despite that, the key drivers of a new long-term mining boom in Australia powered by higher commodity prices remain firmly in place.

Let’s take a look at them.

Multi-decade drivers of this commodities supercycle

1. Green energy transition

Our article on the 12 fastest rising commodities of 2025 showed which metals have the strongest supply/demand dynamics today.

The copper price rocketed because the red metal is a key input in much of the new infrastructure required for the green energy transition.

It’s used in electric wiring, electric vehicles (EVs), wind turbines, solar energy systems, telecommunications, and electronic products.

The copper price is US$5.85 per pound, up 23% over 12 months and up 3% in the year-to-date (YTD).

Copper hit a record US$6.11 per pound in January.

Silver is a key input in solar panels, tech devices, EVs, and data centres due to its superior electrical conductivity to copper.

Like gold, it’s also considered a safe-haven asset, although it tends to lag gold in commodity price runs because it’s inferior and cheaper.

The silver price is US$88.53 per ounce, up 170% over 12 months and up 24% YTD.

Silver also reached a record US$117 per ounce in January.

Lithium is used in batteries and EVs, while uranium is used to create virtually emissions-free nuclear power.

The lithium carbonate price is at a two-and-a-half-year high of US$22,934 per tonne.

Lithium carbonate has risen 112% over 12 months and 34% YTD.

The uranium price is US$85.90 per pound, up 33% over 12 months and 5% YTD.

Yellowcake reached a two-year high of US$101.5 per pound in January.

2. Volatile geopolitics amplifying demand for resources

Geopolitical defragmentation is prompting many nations to shore up their supply chains for critical materials.

Post-COVID, there was already an appetite to reestablish local manufacturing of crucial goods.

However, rising international tensions have encouraged nations to also focus on securing long-term supplies of metals and minerals.

Countries like the US, and organisations like NATO, are ramping up defence spending and construction, which requires critical materials.

Nations are now stockpiling commodities and doing supply deals with security partners, like Australia has done with the US.

US tariffs have also altered world trade order and impacted relationships between nations, adding further pressure to lock down new resources supply arrangements.

Wong and White say:

Critical materials have become instruments of national security, reinforcing scarcity premiums and volatility.

Many nations, including the US and Australia, have developed critical minerals lists and are offering incentives to miners to help them set up and fast-track new mines.

All of this means demand for Australia’s minerals and metals is likely to rise.

3. Iran war highlights value of nuclear power over oil

The war in Iran highlights the vital role domestically-produced nuclear power is likely to play in countries’ energy security in the future.

Oil and European gas prices skyrocketed after the US and Israel attacked Iran, resulting in disrupted shipping through the Strait of Hormuz.

That’s a big problem given more than 20% of global oil and gas exports pass through the strait.

But in the future, nations may be less hamstrung by Middle East conflicts if they’re generating reliable nuclear power at home.

Wong and White said the switch to nuclear power is gaining momentum, which is strengthening uranium demand relative to oil.

They said:

In a world increasingly defined by energy security concerns, nuclear power remains the most secure energy source.

Furthermore, recent geopolitical developments in Venezuela and Iran highlight the growing risk of crude oil interdiction.

As competing global power blocs develop, securing one’s domestic energy supply while denying one’s adversary access to energy can often serve the same strategic end.

4. Capital investment in artificial intelligence (AI)

Wong and White said a surge in artificial intelligence (AI) spending is also reshaping demand for minerals and metals.

Massive investments in data centers, electrification and infrastructure are resource-intensive, driving multi-year structural demand for copper, aluminum, silver, platinum-group metals and energy.

This resource-intensive spending is a secular trend tied to the AI technological transformation, as well as national security imperatives.

Platinum is US$2,191 per ounce, up 123% over 12 months and up 6% YTD.

The platinum price reached a record US$2,800 per ounce in January.

Aluminium is at a near four-year-high of US$3,384 per tonne, up 26% over 12 months and 13% YTD.

5. Supply-side constraints

Wong and White said a shortage of global supply amid much higher demand is another factor pushing commodity prices up today.

Critical minerals, including copper and silver, as well as other metals, face multi-year structural deficits due to chronic underinvestment in mining, geopolitical bottlenecks and volatile tariff policies.

The energy transition and decarbonization push further elevate demand for uranium, battery metals and PGMs, assets that increasingly carry strategic and national security value.

In extreme scenarios, these resources risk becoming unobtainable, reinforcing scarcity premiums across commodity markets.

What about gold?

It could be argued that gold is part of the current commodities supercycle.

However, gold has nothing to do with electrification, power generation, and energy security, which Wong and White say are the key themes of this supercycle.

Gold is benefiting from strongly increased central bank buying as nations seeks to diversify their reserves away from the US dollar.

Investors have also aggressively bought gold due to its safe haven appeal amid turbulent global geopolitics, the US dollar’s weakness, and falling interest rates in most western nations (except Australia!)

Some experts think the gold price could go higher than US$7,000 per ounce this year.

Impact on ASX mining shares

This new commodities supercycle has lifted many ASX mining stocks over the past year and created new share price records.

The BHP Group Ltd (ASX: BHP) share price is up 31% over 12 months and soared to its highest level in 140 years at $59.39 this month.

The Rio Tinto Ltd (ASX: RIO) share price also reached a record high of $170.71, as did Northern Star Resources Ltd (ASX: NST) at $31.96.

Find out how other ASX mining shares have fared over the past year here.

The post 5 key drivers of the new commodities ‘supercycle’: experts appeared first on The Motley Fool Australia.

More reading

• How much could the BHP share price rise in the next year?
• 5 things to watch on the ASX 200 on Wednesday
• Australia’s next great ASX mining boom: Are we already in it?
• Own BHP stock? Here’s why the miner is down 13% in a week
• Should investors buy the dip on these ASX 200 shares?

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

The ASX dividend stock section of the market is a particularly compelling place to look for opportunities right now because of the better valuations we’re seeing.

When a share price falls, it leads to a higher dividend yield. For example, if a business with a 4% dividend yield sees a share price drop of 10%, the yield becomes 4.4%. There are some businesses that have fallen further than that and look like appealing ideas.

If I were given $10,000 to invest for passive income, these are some of the names I’d go for.

Pinnacle Investment Management Group Ltd (ASX: PNI)

It’s understandable that Pinnacle has suffered a significant decline because of the type of business it is.

Pinnacle takes stakes in fund managers, meaning management fees (from funds under management (FUM)) and performance fees are key aspects of Pinnacle’s profit generation.

I don’t know how Pinnacle’s aggregate FUM has changed during this period, but I’m optimistic that FUM will grow in the long term, particularly from this lower starting point, thanks to regular net inflows and the long track record of funds management outfits (affiliates) like Plato, Hyperion, Firetrail and Coolabah.

I also believe that the ASX dividend stock could expand its fund manager portfolio with new investments in the coming years – this could be a useful time to do so.

Using the dividend forecast on CMC Invest, it could pay a grossed-up dividend yield of more than 7% in FY27, at the time of writing.

L1 Long Short Fund Ltd (ASX: LSF)

L1 Long Short Fund is a listed investment company (LIC) that utilises long-term investing and short-selling to try to generate returns for shareholders.

The LIC could be a smart ASX dividend stock to buy because of its ability to make returns whether the market is going up or down.

The ASX dividend stock points out how, over 51 ‘ASX down market’ months, its long-short strategy has delivered an average return of negative 0.2%, compared to an average decline of 3.1% for the S&P/ASX 200 Accumulation Index (ASX: XJOA). Of course, past performance is not a guarantee of future performance.

Its average return in positive ASX months has been almost the same as the benchmark.

I like how a lot of the strategy’s returns have come from sectors like materials, industrials and communication services – areas that I don’t typically invest in for my own portfolio.

If the business continues growing its payout at the pace it has during FY26 to date, I expect the 2026 financial year grossed-up dividend yield could be 4.9%, including franking credits.

Centuria Industrial REIT (ASX: CIP)

The final ASX dividend stock I want to highlight is this real estate investment trust (REIT) which owns a portfolio of quality industrial properties across metropolitan Australian locations. It owns properties like logistics and distribution facilities, refrigerated warehouses, data centres and so on.

The ASX dividend stock has significant rental income locked in because it has a weighted average lease expiry (WALE) of approximately seven years with high-quality tenants.

Centuria Industrial REIT says that its portfolio is on average 20% under-rented, so as new rental contracts come up for renewal, I’m expecting a significant boost to rental income, which could then help accelerate distribution growth.

The business expects to grow its rental earnings per security by up to 6% in FY26 and the distribution is guided to increase by 3%, translating into a forward distribution yield of 5.4%, at the time of writing.

The post The smartest ASX dividend stocks to buy with $10,000 right now appeared first on The Motley Fool Australia.

More reading

• Why I just invested in these 2 exciting ASX shares
• 3 shares dumped from the ASX 200 index (and 3 new additions)
• How to invest $10,000 to aim for a 15% dividend yield
• Centuria Industrial REIT declares quarterly distribution for March 2026
• 2 ASX 200 shares I rate as top buys for growth

Motley Fool contributor Tristan Harrison has positions in L1 Long Short Fund and Pinnacle Investment Management Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Pinnacle Investment Management Group. The Motley Fool Australia has positions in and has recommended Pinnacle Investment Management Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX tech shares enjoyed a welcome hike on Tuesday as investors returned to the tech sector after a sharp sell-off late last month.

The S&P/ASX 200 Information Technology Index (ASX: XIJ) jumped about 3.3% in morning trade, before easing to close the day 1.94% higher. 

Here are four ASX tech shares which helped push the index higher today, and they’re all tipped to keep rocketing over the next 12 months.

Life360 Inc. (ASX: 360)

Life360 shares crashed 18% this time last week, off the back of its FY25 financial results. But on Tuesday the stock staged an impressive turnaround as its investors came flooding back. The ASX tech stock’s share price ended the day over 10% higher. There has been no price-sensitive news from the company today to explain the share price spike.

TradingView data shows that most analysts are extremely optimistic about Life360’s outlook over the next 12 months, with the majority holding a buy or strong buy rating. The maximum target price is $50.94 which implies the shares could rocket 126.29% over the next 12 months.

WiseTech Global Ltd (ASX: WTC)

WiseTech shares have been firmly in the spotlight over the past six months after the logistics software company faced several huge headwinds which sent its value crashing. Since posting an impressive half-year result in late-February, the ASX tech share has recovered nearly 20% of its share price value. Perhaps investor sentiment is finally turning a corner for WiseTech?

Most analysts have a strong buy rating on the tech stock, with a maximum target price of $123.83 over the next 12 months. Even after the latest, that implies a huge 142.43% upside for investors at the time of writing.

Weebit Nano Ltd (ASX: WBT)

The semiconductor memory technology developer and licensor’s shares rebounded on Tuesday as ASX tech shares come back into favour with investors. Late last year, the company said it had made an “exceptionally strong” start to the financial year with record quarterly customer payments and good growth potential. Weebit benefits from strong demand for its product, and with very few comparable companies, it is well-positioned to dominate the memory technology space. 

Analysts are tipping a 84.53% upside over the next 12 months, to $8.71 per share.

NextDC Ltd (ASX: NXT)

NextDC was one of few ASX 200 tech shares to finish the day slightly lower on Tuesday. While it didn’t contribute to the ASX tech index’s growth for the day, I think there is plenty of potential for the stock to rocket higher over the next 12 months.

Nextdc operates a rapidly expanding network of data centres for cloud computing, telecommunications, and AI workloads. It also has physical infrastructure, such as power, cooling and security, and also offers project support. As data usage continues growing, demand for its network and infrastructure will likely rise too. Analysts are bullish on the stock and expect the shares could hike up to 143.29% over the next 12 months, to $31.02 a piece.

The post 4 ASX tech shares tipped to jump up to 140% higher appeared first on The Motley Fool Australia.

More reading

• These cheap ASX growth shares could rise 60% to 100%
• How to turn $20,000 into lifelong passive income with ASX shares
• Here are the top 10 ASX 200 shares today
• 3 ASX shares to buy for magnificent long-term growth
• 3 ASX tech stocks that brokers rate as buys

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 positions in and has recommended Life360 and WiseTech Global. The Motley Fool Australia has positions in and has recommended Life360 and WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Share prices do not always move in line with the underlying progress of a business.

Even ASX shares that are expanding revenue, winning customers, and strengthening their competitive position can see their share prices fall during periods of market uncertainty.

When that happens, long-term investors sometimes get a rare chance to buy growing companies at more reasonable valuations.

Here are three ASX growth shares that have recently become cheaper and could be worth a closer look according to analysts.

NextDC Ltd (ASX: NXT)

The first ASX growth share that could be worth considering is NextDC.

NextDC is one of Australia’s leading data centre operators. Its facilities provide the power, cooling, and connectivity that cloud providers, enterprises, and government organisations rely on to store and process data.

Demand for data centre capacity has been rising rapidly as businesses move their operations online and adopt cloud computing services. More recently, the surge in artificial intelligence (AI) workloads has added another major driver of demand.

NextDC continues to expand its network of facilities across Australia and the Asia-Pacific region. As these centres fill with customers, the company has the potential to generate strong recurring revenue from long-term contracts.

Despite these powerful tailwinds, its share price has been caught up in the recent tech sector volatility.

Morgans sees this as an opportunity and has a buy rating and $20.50 price target on its shares. This implies potential upside of 60% for investors over the next 12 months.

Temple & Webster Group Ltd (ASX: TPW)

Another ASX growth share that could be an opportunity after recent weakness is Temple & Webster.

Temple & Webster is Australia’s largest online-only furniture and homewares retailer. Unlike traditional furniture chains, the company operates an asset-light model without a large physical store network.

This approach allows the business to scale efficiently as online demand grows. While ecommerce has already transformed sectors like electronics and fashion, furniture remains relatively underpenetrated online in Australia.

So, with a large market opportunity and a relatively small share of it today, the company still appears to have plenty of room to grow over the long term.

Bell Potter is a big fan and has a buy rating and $13.00 price target on its shares. This suggests that upside of 75% is possible for investors between now and this time next year.

Xero Ltd (ASX: XRO)

A final ASX growth share that could be an opportunity after its pullback is Xero.

Xero provides cloud-based accounting software for small and medium-sized businesses. Its platform helps companies manage invoicing, payroll, expenses, and financial reporting in one place.

The company has built a large and loyal customer base across Australia, New Zealand, and the United Kingdom, while continuing to expand its presence in North America.

What makes Xero particularly interesting is its growing ecosystem of connected applications. Banks, payment platforms, and software developers integrate with the platform, which makes it increasingly embedded in the daily operations of its users.

This type of ecosystem can create strong customer loyalty and recurring subscription revenue over time.

UBS is very bullish. It currently has a buy rating and $174.00 price target on Xero’s shares, which implies potential upside of over 100%.

The post These cheap ASX growth shares could rise 60% to 100% appeared first on The Motley Fool Australia.

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

The Commonwealth Bank of Australia (ASX: CBA) share price climbed 1.39% at the close of the ASX on Tuesday, to $171.80 a piece. 

For the year-to-date CBA shares are still 6.63% higher. They’re also 15.97% higher than this time last year.

Why are CBA shares in the spotlight this week?

There hasn’t been any price sensitive news out of the banking giant this week. 

But CBA has hit headlines on Monday after the Australian Financial Review reported that the Bank has referred two mortgage brokers, and a string of accountants, to police over suspected home loan fraud. 

Last month the Australian Financial Review reported that the country’s largest lender had uncovered a cluster of loans that had been procured using false documents including fake income statements created with the help of artificial intelligence, draft tax returns and shell companies. The loan fraud could extend to $1 billion.

The Australian Securities & Investments Commission (ASIC) has confirmed it is making compliance inquiries after the major bank self-reported concerns. The news has also raised broader concerns about lending processes and fraud risks across the banking sector. 

It’s not the only news putting pressure on the banking giant.

CBA and the rest of the big four banks were caught up in a broad market selloff on Monday after investor panic about a spike in oil prices. While the oil price has cooled from its multi-year peak, there is still concern about the knock-on-effect on Australia’s inflation figures. 

Some experts think that the Reserve Bank of Australia may decide to increase interest rates higher than expected, which would put pressure on mortgage holders.

The ASX banking giant’s share price dipped 2.35% on Monday, but recovered most of the losses on Tuesday. 

What’s the outlook for the CBA share price?

The CBA share price suffered overall weakness throughout the final quarter of 2025 (along with the majority of the banking sector), with share price declines across the board. After the bank released an unexpectedly-positive half-year FY26 result in late-February, its share price rocketed higher.

But analysts think that the share price has now peaked. TradingView data shows that 14 out of 16 analysts have a sell or strong sell rating on CBA shares. One has a hold rating, and another has revised their stance to a strong buy.

The average target price is $131.41, which implies a 23.51% downside at the time of writing. Although some think the shares could sink even further, by 47.61% to just $90 a piece over the next 12 months. 

The post Why is everyone talking about the CBA share price this week? 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.

ASX real estate investment trusts (REITs) may be an underrated place to find businesses offering compelling levels of passive income.

Commercial property can deliver both rising real estate prices and solid rental income. I like investing in REITs that can provide rental profit growth because that’s an important driver of total shareholder returns (TSR).

I’m attracted to the following ASX REITs because of their strong distribution yields and potential inflation protection.

Rural Funds Group (ASX: RFF)

Rural Funds owns a portfolio of farmland across Australia which includes cattle, almonds, macadamias, vineyards and cropping.

The business has deliberately built its portfolio to be focused on farms that offer growth and where Rural Funds can invest to boost the productivity (such as increased water access).

The business also owns a significant amount of water entitlements that can be leased to farmers.

It offers inflation protection because a significant portion of its rental contracts have rental income linked to inflation. While higher interest rates are a (shorter-term) headwind, it can lead to permanently higher rental income. Most of the rest of its rental contracts have fixed annual increases, along with market reviews.

It currently expects to pay a distribution yield of 5.7% in FY26, which I’d say is a solid starting point.

Charter Hall Long WALE REIT (ASX: CLW)

The other ASX REIT I’ll point out is this one which owns a diversified portfolio of properties which aim to give investors rental income on long contracts.

The REIT has a weighted average lease expiry (WALE) of around nine years. That’s a lot of rental income that has already been locked in!

I like that it’s diversified across hotels, distribution and logistics centres, telecommunication exchanges, data centres, Bunnings properties, government-tenanted buildings and so on.

By owning a wide array of assets it reduces the risk of being too exposed and means it can invest in almost any property sector for the best opportunities.

The business can provide inflation protection because roughly half of the properties have rental income that’s linked to inflation, while the rest have fixed annual increases. This growth won’t shoot the lights out with growth, but it can provide regular growth.

It’s expecting to slightly increase its annual distribution in FY26 by 2% to 25.5 cents per security, translating into a distribution yield of 7%. That’s a great starting point for passive income investors, with the potential for long-term growth.

The business looks better value after falling around 20% over the last six months.

The post 2 ASX REITs I’d buy today for passive income 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. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.