Aldoro Resources Ltd (ASX: ARN) has confirmed its Kameelburg project as the world’s largest strontium resource, sending its shares higher on Monday.

Resource grows even larger

The company said in a statement to the ASX that it had a “globally significant” rare earth element resource of 597.07 million tonnes at a grade of 2.49%, which was a 15% increase in tonnage from its previous resource update in September last year.

The new resource was based on 29 new diamond drill holes at the project.

Aldoro said there were four distinct revenue streams from the project, located in Namibia, namely rare earth oxides, niobium pentoxide, strontium carbonate, and potentially magnetite-hosted iron by-product.

Aldoro Chair Quinn Li said regarding the new resource:

This updated Resource represents another transformational step-change for the Kameelburg Project and further confirms the emergence of one of the world’s most significant multi-critical minerals systems. Not only has the total resource tonnage continued to grow at consistent grade, but the high-grade core has more than doubled in scale. Importantly, we have now formally declared a maiden strontium resource and by-product credit, positioning Kameelburg as the largest known strontium resource globally. This is a major milestone for Aldoro and further highlights the unique strategic value of the project.

Ms Li said there had been “outstanding” metallurgical leach recoveries for strontium and rare earths, and, “together with the magnetite-rich domains currently being assessed as a potential iron by-product stream, Kameelburg is rapidly evolving into a genuinely world-class, multi-product critical minerals project with the potential to become a long-life global supplier of strategic minerals”.

Aldoro said Namibia was widely recognised as one of the most mining-friendly jurisdictions in Africa, with a well-established development framework.

The company added:

The country hosts a portfolio of globally significant operating mines (including Rössing, Husab, Langer Heinrich and Skorpion) and is home to substantial investment from major international mining groups. The Namibian mining sector contributed N$7.8 billion in corporate tax in the most recent fiscal year, underscoring the sector’s importance to the national economy and the corresponding strength of government support for mining investment.

Infrastructure in place

Aldoro said the Kameelburg project was well-situated, needing no greenfields rail, road, port, or power grid investment to bring it into production.

The project has bitumen highway access, and a heavy haul rail freight line is just 2km from the proposed mine site.

A major power line is also just 7km distant.

Aldoro shares were 7.9% higher on the news on Monday at 47.5 cents.

The company is valued at $103.8 million.

The post What world-leading news is driving shares in this junior ASX mining company higher today? appeared first on The Motley Fool Australia.

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• Buy, hold, sell: ANZ, Eagers, and Woolworths shares

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

S&P/ASX 300 Index (ASX: XKO) food stock Inghams Group Ltd (ASX: ING) is charging higher 6.2% to $1.80 on Monday. The market reacted positively after the chicken and turkey producer reassured investors with a steady earnings outlook and signs of improving operational momentum.

Despite today’s rally, the ASX 300 stock remains heavily down over longer periods. Inghams shares have fallen 28% year to date and are down 53% over the past 12 months. By comparison, the S&P/ASX 300 Index (ASX: XKO) has gained around 5% over the same period.

So, what exactly did the ASX 300 stock report?

Poultry volumes and prices rise

The ASX 300 food stock reaffirmed FY26 underlying EBITDA guidance of between $180 million and $200 million before AASB 16 adjustments, giving investors confidence that trading conditions have stabilised despite ongoing cost pressures.

Inghams also revealed that group core poultry volumes rose 1.1% during the first nine months of FY26 compared with the prior corresponding period. At the same time, core poultry net selling prices also increased 1.1%.

Investors appeared particularly encouraged by the ASX 300 stock’s operational progress and cost-saving measures. Inghams said its annualised cost-saving initiatives are expected to deliver between $60 million and $80 million in benefits.

Inghams additionally revised FY26 capital expenditure guidance to approximately $80 million.

Commenting on the result, Chief Executive Officer and Managing Director Ed Alexander said:

We are seeing improved operational performance and positive momentum from initiatives already delivered, while reaffirming our FY26 guidance in a challenging environment.

Reduced frozen inventory

The ASX 300 food stock highlighted stronger operational execution across several areas, including yield improvements, labour productivity, and inventory management. Inghams also reduced frozen inventory by $25 million, helping improve system balance and strengthen cash flow generation.

However, the food producer still faces meaningful challenges. Management warned that cost pressures remain elevated across feed, diesel fuel, and packaging. Inghams expects higher fuel costs alone to create a net $7 million to $10 million impact during FY26, although pricing actions and operational efficiencies are expected to partially offset the pressure.

Inghams noted that feed costs are currently well covered for FY26, but higher costs are expected to emerge in FY27.

What next for Inghams?

Even so, Inghams said it remains focused on stabilising operations, improving asset utilisation and increasing value per bird. Management believes ongoing operational improvements and tighter cost controls should continue supporting earnings growth despite uncertain input costs.

The ASX 300 food stock is also pursuing growth opportunities beyond its traditional poultry operations. Inghams is expanding its ingredients and higher-value product divisions while leveraging recent investments and scaling new initiatives, including the launch of the Bostocks brand in Australia.

For investors, today’s strong rally suggests the market was relieved to see the consumer staples share maintain guidance and demonstrate improving execution after a difficult 12 months.

The post Why is this ASX 300 food stock racing higher today? appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has 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 on the lookout for some new portfolio additions, then it could be worth hearing what analysts are saying about the ASX shares named below, courtesy of The Bull.

Are they bullish, bearish, or something in between? Let’s find out.

ANZ Group Holdings Ltd (ASX: ANZ)

Sanlam Private Wealth has named ANZ shares as a sell this week.

Although the big four bank has been performing well, it is concerned that higher interest rates could lead to mortgage and credit card holders struggling to keep up with repayments. It said:

The bank delivered a cash profit of $3.780 billion in the first half of 2026, up 14 per cent, excluding significant items, on the second half of 2025. Return on equity was up 149 basis points. The company posted an interim dividend of 83 cents a share, with franking increased to 75 per cent. The company’s share price has performed well in the past 12 months. Our concern is higher interest rates potentially increasing provisions as mortgage and credit card holders struggle to meet increasing repayments in a weaker economy. It may be prudent to trim holdings and take some profits.

Eagers Automotive Ltd (ASX: APE)

The team at Capital Wealth has named this auto retailer as an ASX share to buy this week.

It believes the company is well-placed to benefit from growing electric vehicle demand. It explains:

Eagers is Australia’s largest automotive retailer. In recent months, APE has benefited from a sharp uplift in electric vehicle demand, with EV sales across Australia booming in March. APE posted revenue of $13 billion in full year 2025, up 16.5 per cent on the prior corresponding period. The company grew its share in the new vehicle market to 13.9 per cent, up from 11.5 per cent in full year 2024. Elevated fuel prices and ongoing dealership acquisitions support increased exposure to APE.

Woolworths Group Ltd (ASX: WOW)

Capital Wealth is feeling less positive on this supermarket giant. It has named Woolworths shares as a hold this week.

Although it sees positives in Woolworths, it has concerns with the tough consumer backdrop. Capital Wealth said:

Food retail sales were up 5.9 per cent in the third quarter of 2026 when compared to the prior corresponding period. However, food earnings before interest and tax growth guidance is expected to be in the mid-to-high single digit range, but no longer at the upper end of the range. While scale and defensive earnings remain strengths, possible margin pressure and cautious consumer sentiment temper near‑term upside, supporting a hold for now.

The post Buy, hold, sell: ANZ, Eagers, and Woolworths shares appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Woolworths 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 Woolworths Group. 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 All Ordinaries Index (ASX: XAO) is down 0.9% today despite the best lifting efforts of this resurgent ASX All Ords gold stock.

The rapidly rebounding stock in question is Gorilla Gold Mines Ltd (ASX: GG8).

After getting hammered in March, Gorilla Gold shares are enjoying a strong rebound in May. This follows a series of promising exploration updates from its Comet Vale Gold Project, located in Western Australia.

Gorilla Gold shares closed on Friday trading for 43.0 cents. In morning trade on Monday, shares are swapping hands for 44.5 cents apiece, up 3.5%.

With today’s intraday gains factored in, shares in the ASX All Ords gold stock are now up 32.8% since the closing bell on 30 April.

Here’s what’s piquing investor interest again today.

ASX All Ords gold stock lifts on shallow gold discovery

Gorilla Gold shares are outperforming today after the company reported making its fourth gold discovery in three weeks at Comet Vale.

First-pass drilling at the new shallow gold discovery at the Diddy Kong Prospect (located within Comet Vale) was said to have successfully followed up a historical intercept.

Top results included 4.0 metres at 2.1 grams of gold per tonne from 91.0 metres from one hole, and 4.0 metres @ 5.2g/t Au from 111.0 metres.

Among the multiple shallow gold intercepts returned from initial drilling, the ASX All Ords gold stock highlighted one hole which returned 8.0 metres @ 3.2g/t Au from 14.0 metres.

Gorilla Gold said it is mobilising a reverse circulation (RC) drill rig to Comet Vale in May to “aggressively follow up” the shallow Diddy Kong, Magilla and Donkey Kong discoveries at the project.

The miner noted that drilling continues across all three of its gold projects, with six drill rigs operating during May, targeting high-grade resource growth and new discoveries.

What did Gorilla Gold management say?

Commenting on the latest results helping boost the ASX All Ords gold stock today, Gorilla Gold CEO Charles Hughes said, “Our discovery drilling at Comet Vale continues to deliver exceptional results this year, with Diddy Kong marking our fourth new gold discovery in just three weeks.”

Hughes added:

Diddy Kong is a shallow gold system with very similar characteristics to the nearby Magilla and Donkey Kong discoveries and the 350,000-ounce Lakeview deposit. Importantly, the associated soil anomaly extends for around 1 kilometre, highlighting the significant upside here…

With established infrastructure, advanced permitting and proximity to multiple processing options, we are well positioned to rapidly unlock value from these exciting new discoveries at Comet Vale.

The post Up 33% in May, guess which ASX All Ords gold stock is lifting off again today appeared first on The Motley Fool Australia.

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

CSL Ltd (ASX: CSL) shares are being hammered on Monday after the healthcare giant released another painful update to the market.

At the time of writing, the CSL share price is down 20.60% to $95.19.

That marks the company’s biggest one-day loss on record and adds to what has already been a brutal fall for shareholders. CSL shares are now down 45% in 2026 and more than 60% over the past year.

Here’s why investors are rushing for the exits.

Guidance gets cut again

According to the release, CSL has lowered its FY26 outlook after interim CEO Gordon Naylor completed his 90-day review.

The company now expects FY26 revenue of about US$15.2 billion on a constant currency basis. It also expects NPATA of about US$3.1 billion, excluding restructuring costs and impairments.

That is a step down from FY25, when CSL reported revenue of US$15.6 billion and profit of US$3.3 billion on a constant currency basis.

The update follows a difficult first half and another reset in expectations. CSL said its growth initiatives are working, but the financial benefits will take longer than previously expected.

What has gone wrong?

There are a few moving parts behind the downgrade.

In US immunoglobulin, CSL said demand is still growing at mid to high single digits. However, the normalisation of channel inventory is expected to hit revenue by about US$300 million.

In China, albumin volumes have stabilised, and CSL’s market share has expanded. But market value has declined, creating an expected revenue impact of about US$200 million.

Other pressures include the Middle East conflict, slower Hemgenix growth, and competition in iron. Together, these are expected to have a revenue impact of about US$150 million.

The better news is that CSL Behring is still expected to grow revenue in the second half. CSL Seqirus is also expected to perform moderately better than previously expected.

More impairments to come

The other big number in today’s release is the impairment charge.

CSL expects to recognise about US$5 billion of additional non-cash, pre-tax impairments across FY26 and FY27. That comes on top of the US$1.5 billion already recognised in its first-half result.

The impairments include CSL Vifor’s intangible assets, including its product portfolio. They also include selected property, plant, and equipment.

Foolish Takeaway

CSL remains a global healthcare heavyweight, but the market has lost patience with repeated downgrades, write-downs, and execution issues.

The company is working on portfolio growth, operational savings, and capital discipline. Management is targeting transformation savings of US$500 million to US$550 million a year by FY28.

But after such a large share price fall, investors will want proof in the numbers. Until earnings stabilise, CSL shares may struggle to win back confidence.

The post CSL shares suffer their biggest one-day crash ever! What just went wrong? appeared first on The Motley Fool Australia.

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

Owning Telstra Group Ltd (ASX: TLS) shares usually means receiving a pleasing dividend from the ASX telecommunications share.

The business has steadily grown its annual dividend payment since 2022, which is a longer growth streak than plenty of the ASX’s blue-chips.

For me, past dividends are no longer important – it’s the future that passive income investors should focus on.

Telstra’s key mobile division has steadily driven the company’s payout higher thanks to higher revenue and earnings. Let’s look at what experts think could happen with the dividend payment by the 2028 financial year.

Potential Telstra FY26 dividend

The analyst projection on CMC Invest suggests the business could hike its annual dividend per share at a steady pace over the next few financial years.

The Telstra dividend per share is forecast to rise to 21 cents per share in FY26, which would be a very pleasing payout considering it would represent a year-over-year increase of more than 10%. Not many large ASX blue-chip shares are growing their dividend at that pace.

At the time of writing, that translates into a potential grossed-up dividend yield of 5.6%, including franking credits.

FY27 and FY28 payouts

The good times are expected to continue as the financial years go by.

Of course, we can’t know for sure what Telstra’s board of directors will to do. But, analysts seem optimistic that the business can continue to hike its payments, with an increase to 22 cents per share in FY27 and then reach 23 cents per share in FY28.

In other words, analysts are forecasting that the ASX telecommunication share could rise by close to 10% between FY26 and FY28.

At the time of writing and the current Telstra share price, that projected dividend for FY28 translates into a possible grossed-up dividend yield of 6.2%, including franking credits.

Long-term earnings growth

I expect Telstra’s revenue to continue to grow in the years ahead. It can use both subscriber growth and price increases to drive its financials.

Australia’s population continues to grow and more devices are connected to the internet, giving the business an excellent tailwind. I think the internet is going to become even more important as time goes on.

The FY26 half-year result was a great example of its ability to perform. Mobile handheld users increased by 135,000 and it sustained average revenue per user (ARPU) growth across all categories and brands.

HY26 operating profit (EBIT) grew 9.2% to $2 billion and net profit grew 9.4% to $1.1 billion.

If net profit continues to rise, Telstra shares could remain a very appealing investment.

The post Here’s the dividend forecast out to 2028 for Telstra shares appeared first on The Motley Fool Australia.

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• How to build a $1,000 a month passive income from the ASX
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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 no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended 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 are searching for ASX dividend shares for your income portfolio, then it could be worth hearing what one expert is recommending this week, courtesy of The Bull.

Here’s what Sanlam Private Wealth has named as buys on Monday:

BWP Trust (ASX: BWP)

This Bunnings-focused property company could be an ASX dividend share to buy according to Sanlam Private Wealth.

It likes the company due to its defensive qualities and reliable cash flows. It explains:

BWP is a real estate investment trust. It’s the biggest owner of Bunnings Warehouse sites in Australia, with a portfolio of 66 stores. The group’s income profile is characterised by high occupancy, long lease terms and strong tenant quality. Long-dated leases provide income visibility and steady rental growth. BWP presents as a defensive property investment entering a more proactive phase and recently trading on an annual yield of almost 5 per cent. BWP appeals to investors in uncertain times as it offers low tenant risk and reliable cash flow.

Consensus estimates are for dividends per share of 19.4 cents in FY 2026 and then 19.8 cents in FY 2027. Based on its current share price of $3.84, this would mean dividend yields of 5% and 5.15%, respectively.

IVE Group Ltd (ASX: IGL)

Another ASX dividend share that Sanlam Private Wealth is tipping as a buy this week is diversified marketing company IVE Group.

It highlights its generous dividend yield and share buy-back as reasons to be positive on the stock. It said:

IVE is a diversified marketing company. The company has generated growth via an acquisition strategy. Management has largely integrated these businesses smoothly, delivering synergies and cost reductions. Management execution is an under-rated strength. The company has initiated a share buy-back and the stock was recently trading on a fully franked dividend yield of almost 7 per cent, enhancing its income appeal. The stock is trading at a discount, in our view.

IVE isn’t widely covered in the broker community, so there is no consensus estimate for dividends.

However, over at Bell Potter, its analysts are expecting the company to pay fully franked dividends of 18 cents per share in FY 2026 and then 20 cents per share in FY 2027. Based on its current share price of $2.63, this would mean dividend yields of 6.8% and 7.6%, respectively.

Bell Potter has a buy rating and $3.25 price target on its shares.

The post Expert names 2 ASX dividend shares to buy appeared first on The Motley Fool Australia.

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

Shares in Adisyn Ltd (ASX: AI1) were trading higher on Monday morning after the company said it had struck a strategic agreement to fast-track production of graphene stealth components for drones.

Collaboration with Israeli company

The company said in a statement to the ASX that its subsidiary 2D Radar Absorbers had signed a memorandum of understanding with Raval A.C.S. Ltd to co-develop graphene-enhanced injection-moulded parts for radar absorption in drones and unmanned aerial vehicles.

Adisyn said Raval was one of Israel’s largest plastics groups with CY2025 revenue of about €201 million and 1,220 staff across 11 global facilities supplying major automotive OEMs and tier-1 suppliers.

The company added:

The collaboration combines 2D Radar’s graphene-based stealth materials platform – underpinned by exclusive worldwide rights licensed from Tel Aviv University – with Raval industrial scale, automotive grade quality systems and serial production capabilities, providing Adisyn with a direct route from development to commercial manufacturing.

Adisyn said Raval had a high level of expertise, with “a development team with engineering, simulation and tooling capabilities that are rare in the Israeli industrial landscape, spanning structural design, crash and impact simulation, moldflow injection-moulding analysis and topology optimisation”.

Raval’s customers include Volkswagen, BMW, Mercedes, Porsche, and others, Adisyn said, adding that the high standards demanded by the automotive sector “are demonstrably suitable for the demanding requirements of defence and drone customers”.

Adisyn said further:

While numerous laboratories and small companies offer materials development services, engaging such partners typically forces a long and uncertain phase of adapting laboratory results to the devices, tooling and production technologies of an eventual manufacturer. The Raval collaboration is structurally different. Development will be conducted from the outset on Raval’s serial production machines, with parts engineered for manufacturability from day one. This enables a rapid transition – in months rather than years – from successful prototype to qualified volume production.

New company a possibility

Under the MOU, 2D Radar will lead the research and development of the graphene and two-dimensional materials platform and the testing of radar absorption performance.

Raval will lead the plastic and moulding development and manufacture of sample parts and testing.

Each party will fund its own development activities, and over a 12-month period, will assess the viability of a joint venture company being formed to commercialise the technology developed.

Adisyn Managing Director Arye Kohavi said:

This agreement is a major step forward for our stealth materials program. Raval is one of the most capable industrial groups in Israel, with the engineering depth, automotive-grade quality systems and global manufacturing footprint to take our graphene-based radar-absorbing components from prototype to qualified production parts in a fraction of the time it would take with a laboratory partner. For the Israeli Ministry of Defense and global drone manufacturers, our ability to move from development to production in months – rather than years – is a critical differentiator. Working with Raval from the outset on serial production machines means the parts we develop are, by design, ready for volume manufacture.

Adisyn shares were 5% higher on Monday at 31.5 cents. The shares have traded as low as 3.8 cents over the past 12 months and hit a new high of 33.5 cents in early trade.

The company is valued at $312 million.

The post Up more than 400% in a year, this ASX defence stock is charging higher again on a new partnership appeared first on The Motley Fool Australia.

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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 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.

High-flying S&P/ASX 300 Index (ASX: XKO) gold stock Dateline Resources Ltd (ASX: DTR) is taking a tumble today.

Shares in the gold and rare earths explorer closed on Friday trading for 24 cents. In early morning trade on Monday, shares are changing hands for 22 cents apiece, down 8.3%.

For some context, the ASX 300 is down 0.8% at this same time.

Taking a step back, one year ago you could have bought Dateline Resources shares for just 3.2 cents each. That would see you sitting on a gain of 587.5% today. Or enough to turn a $10,000 investment into $68,750.

In one year!

Here’s what’s catching investor interest today.

ASX 300 gold stock sinks on BFS

Dateline Resources shares are slipping after the company announced the results of the Bankable Feasibility Study (BFS) for its Colosseum Gold and Rare Earth Element (REE) Project, located in the US state of California.

The ASX 300 gold stock is under pressure despite the company reporting that the BFS demonstrates a “robust gold development”, which it expects will generate significant margins.

Among the highlights of the BFS was Colosseum’s US$1.08 billion undiscounted pre-tax free cashflow estimate. And that increases to US$1.36 billion using the spot gold price.

The project has a net present value (NPV) of US$785 million (pre-tax), which increases to US$999 million using the spot gold price.

Start-up costs for the mine are expected to come in at US$249 million.

And Colosseum is forecast to produce an average of 75,000 ounces of gold per year over the first six years of production. Across the project’s 10.4 year mine life, management expects it to produce 573,000 ounces of gold, with production peaking at 102,000 ounces in year six.

The All-in Sustaining Cost (AISC) to produce that gold runn on the higher end of the scale, expected to be US$1,825 per ounce.

What did Dateline Resources management say?

Commenting on the BFS outcome that’s yet to lift the ASX 300 gold stock today, Dateline Resources managing director Stephen Baghdadi said, “Since acquiring Colosseum in 2021, we have recognised the significant potential of the project.”

Baghdadi added:

The near vertical nature of mineralisation associated with the breccia pipes demonstrates excellent continuity that continues with depth. Since the original Scoping Study was completed in October 2024, we have continued to see strength in the gold sector, with the project forecast to generate operating margins of greater than $2,500 per ounce.

Looking to what’s ahead for the ASX 300 gold stock, Baghdadi concluded:

With the BFS complete and the Front-End Engineering Studies (FEED) well underway, our engagement with project financiers is advancing as we look to secure the funding required to commence production as soon as possible.

The post Up 588% in a year, why is this ASX 300 gold stock tumbling today? appeared first on The Motley Fool Australia.

More reading

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

There are a lot of ASX shares to choose from on the local market.

To narrow things down, let’s see what analysts are saying about three big names, courtesy of The Bull.

Are they buys, holds, or sells this week? Let’s find out:

TechnologyOne Ltd (ASX: TNE)

The team at Catapult Wealth is bullish on this enterprise software provider ahead of its half-year results this month. It has named TechnologyOne shares as a buy.

Catapult Wealth highlights that artificial intelligence (AI) is helping drive growth, not disrupt its business. It said:

TNE delivers software-as-a-service (SaaS) solutions to government and business. The company is emerging as one of the first SaaS names to flag a discrete artificial intelligence revenue stream, embedding AI across all 20 products. Recent updates point to accelerating momentum. We expect upcoming half year results on May 19 to beat expectations on new customer wins and AI product rollouts. Expansion in the UK remains a key long term growth opportunity.

Telstra Group Ltd (ASX: TLS)

Catapult Wealth thinks that Telstra shares could be fully valued now. As a result, it has put a hold rating on the telco giant.

It also highlights uncertainty around spectrum licence fees as a reason to be cautious, saying:

The telecommunications giant recently reaffirmed its 2026 fiscal year outlook, guiding to cash earnings per share growth amid maintaining capital discipline as it progresses its on-market share buy-back of up to $1.25 billion. Mobile price rises are expected to support revenue growth in full year 2026. However, regulatory uncertainty around proposed higher spectrum licence fees remain a medium term headwind. Investors can expect a fully franked dividend of 21 cents a share for full year 2026, but near‑term upside appears limited, in our view.

Woodside Energy Group Ltd (ASX: WDS)

Sanlam Private Wealth has named Woodside shares as a sell this week.

It thinks investors should consider taking advantage of recent strength to cash in some gains. It said:

The energy company produced a record 198.8 million barrels of oil equivalent in full year 2025. However production was offset by lower realised prices. Consequently, net profit after tax of $2.718 billion was down 24 per cent on the prior corresponding period. Full year fully franked dividends were down 8 per cent. In our view, relying on dividends carries risk if commodity prices or production fall. Investors may want to take advantage of elevated crude oil prices to cash in some gains.

The post Buy, hold, sell: TechnologyOne, Telstra, and Woodside shares appeared first on The Motley Fool Australia.

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