Tag: Stock pick

The Australian share market is packed with fast-growing companies, which can make choosing the right ones a real challenge. With so many appealing options, narrowing the field becomes essential.

To help simplify the process, here are three ASX growth shares that analysts are currently positive on and recommending to clients. They are as follows:

Goodman Group (ASX: GMG)

Investors don’t normally associate property companies with high growth, yet Goodman Group continues to prove why it’s an exception to the rule.

Goodman owns, develops, and manages high-specification industrial properties for many of the world’s most influential companies. This includes Amazon, Tesla, and FedEx. These logistics and warehouse facilities sit at the centre of long-term structural trends such as e-commerce, supply chain modernisation, and data-driven distribution.

The company has also been leaning heavily into data centre development, a sector with enormous demand thanks to artificial intelligence, hyperscale cloud providers, and high-performance computing. This could become a major growth engine for Goodman over the coming decade.

Morgan Stanley thinks Goodman could be a top ASX growth share to buy. It has an overweight rating and $41.50 price target on its shares.

Pro Medicus Ltd (ASX: PME)

Pro Medicus specialises in advanced medical imaging software through its Visage platform, which enables radiologists to review scans with exceptional speed and efficiency. This has made Pro Medicus a preferred partner for some of the leading hospital networks in the United States, where it continues to secure sizeable multi-year contracts.

What sets the company apart is its combination of growing recurring revenue, world-class margins, and an ultra–capital-light business model, which allows it to convert most of its earnings directly into free cash flow. Few ASX growth shares can match its consistency or profitability profile. And with radiologist shortages expected to continue for some time, its outlook remains very positive.

The team at Citi recently upgraded Pro Medicus to a buy rating with a $350.00 price target.

Temple & Webster Group Ltd (ASX: TPW)

Rounding out the list is Temple & Webster, which is one of Australia’s standout online retail success stories.

The company has ridden the wave of digital adoption in furniture and homewares, offering shoppers a vast range of stylish and affordable products. Its online-only model gives it structural cost advantages over traditional retailers, helping it take market share even in periods of weaker discretionary spending.

In addition, Temple & Webster continues to invest in private-label product lines, logistics, and technology to strengthen customer engagement. And, importantly, online penetration in its category remains well below levels seen in comparable markets, meaning the company still has a substantial growth runway ahead of it.

Macquarie has an outperform rating and $31.30 price target on its shares.

The post 3 outstanding ASX growth shares analysts are backing right now appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Goodman Group, Pro Medicus, and Temple & Webster Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Amazon, Goodman Group, Temple & Webster Group, and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended FedEx and Pro Medicus. The Motley Fool Australia has recommended Amazon, Goodman Group, Pro Medicus, and Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Nufarm Ltd (ASX: NUF) shares could be an ASX 200 share to buy right now.

That’s the view of analysts at Bell Potter, which see significant upside potential for the agricultural company’s shares.

What is the broker saying about this ASX 200 share?

Bell Potter highlights that Nufarm released its results this week and delivered numbers that were in line with expectations and its guidance. It said:

Revenue of $3,443m was up +3% YOY (vs. BPe $3,464m). Operating EBITDA of $302.1m was up down -3% YOY (BPe $302.5m and implied guidance of $283-308m). Operating NPAT loss of -$22.9m compares to a -$3.7m loss in FY24 (and vs. BPe -$9.4m). Hybrid Seeds generated EBITDA of $67m (vs. $74m FY24) and the emerging seed platforms incurred a loss of -$53m (-$11m loss in FY24) inclusive of $29m in inventory impairments and ~$20m in operating losses in omega-3.

It was also pleased to see that Nufarm’s debt had reduced to $824.2 million at the end of FY 2025, which was better than its guidance of $850 million to $925 million.

Looking ahead, the broker points out that management is guiding to EBITDA growth in FY 2026.

Key comments: (1) Expect strong FY26e underlying EBITDA growth under normal conditions; (2) Crop protection EBITDA continuing to grow, moderating on the +18% YOY growth in FY25; (2) Seed technologies growth in EBITDA from hybrid Seed and targeting a $30m YOY improvement in the emerging platforms; and (4) Expect positive free cashflow in FY26e and net debt/EBITDA of ~2.0x (vs. 2.7x in FY25).

Big return potential

In response to the results, Bell Potter has retained its buy rating on the ASX 200 share with an improved price target of $3.60.

Based on the current Nufarm share price of $2.37, this implies potential upside of 52% for investors over the next 12 months.

To put that into context, a $10,000 investment would turn into over $15,000 by this time next year if Bell Potter is on the money with its recommendation.

In addition, the broker is expecting a modest 1.3% dividend yield in FY 2026, and then 2.1% in FY 2027 and 3% in FY 2028.

Commenting on its buy recommendation, Bell Potter said:

NUF delivered a FY25 result modestly ahead of consensus, driven by +170bp topline outperformance in Crop protection revenue growth (relative to sector aggregates) and highlighted by a better-than-expected net debt position. In recent weeks we have witnessed a strengthening in omega-3 oil pricing indicators (following the IMARPE catch quota) while also noting continued YOY growth in active ingredient values.

The post Bell Potter says this ASX 200 share can rise 50% appeared first on The Motley Fool Australia.

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• 5 things to watch on the ASX 200 on Thursday
• Why Nufarm, Nuix, Silver Mines, and Webjet shares are roaring higher today
• Why is this ASX 200 stock jumping 14% today?

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

The Sonic Healthcare Ltd (ASX: SHL) share price is in focus after the company reaffirmed its FY26 earnings guidance and posted 8% revenue and EBITDA growth for FY2025.

What did Sonic Healthcare report in FY25?

• Statutory revenue for FY2025 rose 8% year-over-year to A$9,645 million
• EBITDA increased by 8% to A$1,725 million
• Net profit climbed 7% to A$514 million
• Earnings per share improved by 6% to 106.7 cents
• Total FY2025 dividends of $1.07 per share, up 1% on the prior year
• Cash generated from operations jumped 21% to A$1,297 million

What else do investors need to know?

Sonic Healthcare confirmed its FY26 EBITDA guidance range of A$1.87–1.95 billion (on constant currency), targeting up to 13% growth on FY25. Year-to-date statutory revenue as of October 2025 grew 17%, with organic revenue up 5%, supported by recent acquisitions and contract wins.

The company completed the acquisition of LADR Laboratory Group in Germany, marking a significant milestone. This deal, partly funded by issuing new Sonic shares, is expected to deliver immediate earnings per share accretion and strong returns after synergies.

What’s next for Sonic Healthcare?

Looking ahead, Sonic Healthcare expects first-half weighting for FY2026 earnings to follow historical patterns, after an atypical FY2025. The company plans to sustain organic growth through innovation in pathology and diagnostics as well as pursue further targeted acquisitions.

Management is focused on controlling costs, boosting earnings per share, and extracting value from recent acquisitions, while maintaining a progressive dividend policy supported by ongoing strong cash flows.

Sonic Healthcare share price snapshot

Over the past 12 months, Sonic shares have fallen 23%, underperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 1% over the same period.

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The post Sonic Healthcare holds AGM after posting strong FY25 growth and reaffirming FY26 outlook appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Sonic Healthcare. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Worley Ltd (ASX: WOR) share price is in focus today as the company holds its annual general meeting (AGM). In FY25, the global professional services company delivered a steady result, including a 4% uplift in revenue to $12.05 billion and maintaining a 50 cent per share dividend, consistent with previous years.

What did Worley report in FY25?

• Aggregated revenue rose 4% to $12,050 million for FY2025
• Underlying EBITA increased 10% to $823 million
• EBITA margin (excluding procurement) improved to 9.2%
• NPATA reached $475 million
• Normalized cash conversion stood at 94.9%
• Final dividend maintained at 50 cents per share, unchanged on prior years

What else do investors need to know?

Worley’s diversification—with around 50% of revenue from Energy, 24% from Chemicals, and 26% from Resources—helped soften the impact of challenging global conditions. The company continued its disciplined capital management, spending $269 million so far in an on-market share buy-back program of up to $500 million, reflecting ongoing Board confidence in Worley’s financial health.

Sustainability remained core to Worley’s strategy, with 60% of aggregated FY2025 revenue linked to sustainability-related projects. The business also delivered major projects across LNG, critical minerals, and renewable fuels, and used technology and AI to improve delivery on complex, global contracts. Leadership changes included a new CFO and board renewals to support the company’s next phase of growth.

What did Worley management say?

Chris Ashton, CEO and Managing Director said:

We delivered another strong result in FY2025, in a complex global operating environment marked by economic and political shifts which impacted our customers’ investment decisions. Our result reflects the fourth year of consistent growth in revenue, earnings and margin through the disciplined execution of our strategy.

What’s next for Worley?

Looking ahead, Worley expects moderate growth for FY2026, with a focus on higher revenue and underlying EBITA. The company’s earnings are anticipated to be weighted more towards the second half, reflecting seasonality, targeted restructuring, and continued repositioning for areas of high demand and technology-driven growth. Management has revealed plans to unveil a refreshed strategy, targeting new adjacencies and further AI adoption, at its next Investor Day in May 2026.

Worley says it remains guided by disciplined contract selection, a commitment to sustainability, and ongoing improvement in diversity and inclusion. The leadership team is working to ensure strong foundations for long-term growth while continuing to support customers as the energy, chemicals, and resources landscape evolves.

Worley share price snapshot

Over the past 12 months, Worley shares have declined 4%, underperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 1% over the same period.

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The post Worley holds AGM after growing revenue and maintaining its dividend in FY25 appeared first on The Motley Fool Australia.

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• 5 things to watch on the ASX 200 on Thursday
• Here are the top 10 ASX 200 shares today
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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Beef producer Australian Agricultural Company Ltd (ASX: AAC) has almost doubled its first-half operating profit and says a tightening of beef supply globally could help balance out increased cost-of-living concerns in the second half of the year.

The company said while there were “unstable market conditions” in the first half, it had executed well across its three strategic focus areas of “better beef, unlocking the value of the land, and partner and invest”.

Bottom line looking good

The company’s revenue for the first half was $239.9 million, compared to $195.6 million in the prior corresponding period (pcp). The operating profit came in at $39.8 million, compared to $20.2 million in the pcp.

The company said in a statement to the ASX that it was a solid result.

Operating profit, which rose 97% versus the previous corresponding period and is AACo’s highest half year operating profit, was driven by favourable beef and cattle sales margins and supported by a strategic program of earlier live cattle sales compared to the prior period. Good productivity outcomes driven by improved land condition and station-based cattle management activities meant AACo was able to capitalise on increased demand and higher prices for live cattle.

The company’s average beef price per kilo grew 7% over the previous corresponding period to $18.62 per kilogram, driven by the company’s “sophisticated in-market sales and distribution strategy”.

Production costs remained steady, down 1% to $2.46 per kilogram.

AACo managing director David Harris said he was pleased with the progress against the company’s strategy, which was released six months ago.

There are multiple streams of work underway against those priorities, which will help drive company growth into the future. Our excellent financial results this period further highlight the ability we have to leverage our integrated supply chain to maximise performance. They also demonstrate the different avenues we can take to achieve consistent positive outcomes and create long-term value.   

Increased investment to drive profits

AACo said it would continue to invest in its world-class Wagyu herd, which would “improve the genetic profile and overall efficiency of AACo’s herd by increasing the proportion of Wagyu animals, as part of the Better Beef program”.

That is expected to result in both immediate gains and long-term value creation through improvements in overall quality, and a greater number of animals better suited to the company’s premium brands and high-paying markets.

The company said it had also progressed its landscape carbon project at Glentana Station in central Queensland with the installation of infrastructure, which would help with the generation of Australian carbon credit units.

On the outlook, the company said the market remained “dynamic”, with cost-of-living concerns and a downturn in high-end food services being experienced in some key regions.

The company added:

However, market reports suggest a tightening of global beef supply could balance out these price pressures, and AACo is well positioned to manage evolving circumstances through its global distribution network.

AACo did not declare an interim dividend. The company was valued at $867.9 million at the close of trade on Wednesday.

The post Australian Agricultural Company shrugs off cost-of-living concerns to almost double first-half profit appeared first on The Motley Fool Australia.

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• These ASX 200 blue chip shares could rise 25% to 40%

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.

The TPG Telecom Ltd (ASX: TPG) share price is in focus today after the company unveiled details of its Retail Reinvestment Plan, which aims to raise up to $138 million from eligible investors. This follows the successful completion of the Institutional Reinvestment Plan, which will bring in $300 million for TPG Telecom.

What did TPG Telecom report?

• Institutional Reinvestment Plan to raise $300 million, with completion on 24 November 2025
• Retail Reinvestment Plan targeting up to $138 million, with shares priced at the lower of $3.61 or a 5% discount to VWAP
• Capital Return of $1.61 per share to all shareholders, comprising $1.52 capital reduction and $0.09 unfranked special dividend
• Pro forma revenue of $4.9 billion and EBITDA of $1.6 billion for the year ending 31 December 2024
• Debt repayments of approximately $2.3 billion since June 2025, with further repayments planned using Reinvestment Plan proceeds

What else do investors need to know?

TPG Telecom’s Capital Management Plan aims to return $3 billion in cash to shareholders and strengthen the company’s balance sheet. The Retail Reinvestment Plan gives eligible retail investors the choice to reinvest some or all of their Capital Return proceeds into new shares, potentially improving the company’s free float and trading liquidity.

The plans follow the sale of TPG’s fibre network and Enterprise, Government and Wholesale operations to Vocus Group, a move that generated net cash proceeds of around $4.7 billion for TPG Telecom. Proceeds from both the Institutional and Retail Reinvestment Plans will be used to further reduce bank debt, lowering the company’s leverage to an estimated 1.1 times FY24 EBITDA (pre-AASB16).

What’s next for TPG Telecom?

Looking ahead, TPG Telecom intends to use net proceeds from the Reinvestment Plan to continue reducing its bank debt and support its goal of delivering long-term value to shareholders. The company confirmed its FY25 EBITDA guidance of $1,605 to $1,655 million, with lower capital expenditure of $770 million.

TPG Telecom also plans to focus on integrating new technology, further simplifying its business, and continuing to deliver strong network and customer outcomes. Eligible retail investors have until 5 December 2025 to participate in the Retail Reinvestment Plan.

TPG Telecom share price snapshot

Over the past 12 months, TPG Telecom shares have fallen 16%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 1% over the same period.

View Original Announcement

The post TPG Telecom launches $438m reinvestment plan after $3bn capital return appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Nextdc Ltd (ASX: NXT) shares closed 0.3% lower on Wednesday afternoon, at $13.51 a piece. The daily decline pushed the share price 17% lower over the month. It also means the data centre provider and operator’s shares have now fallen 25% from their annual peak of $17.99 in mid-September. 

Over the year, Nextdc shares are now 18.2% lower.

For context, over the past month, the S&P/ASX 200 Index (ASX: XJO) has fallen 6.5%. Over the past 12 months, the index has risen 1.5%.

Why are Nextdc shares tumbling?

NextDC has benefited from an explosion of demand for cloud computing, AI adoption, and general digital infrastructure needs over the past few months. But more recently, investors have started selling off the stock.

Nextdc’s shares slid after the company suffered a huge protest vote against its remuneration report at its annual general meeting (AGM) last week. The company’s chair, Douglas Flynn, defended the company’s remuneration policies during his address to the meeting, but more than 71% of votes cast went against the adoption of the report.

Under Australian corporations law, a vote of more than 25% against a remuneration report constitutes a first strike. Two consecutive strikes could trigger a vote to potentially spill the board.

This week, Nextdc shares have also been caught up in the tech-led market pullback. The market has taken a beating this month as volatility surged, interest rate uncertainty spooked investors, and tech valuations came under pressure. Some high-quality Australian stocks, like Nextdc, have been dragged down with the broader market. 

Are the shares a buy, hold, or sell?

Nextdc has an aggressive expansion plan to meet an ever-increasing demand for data storage and cloud services. This demand, combined with Nextdc’s network-rich connectivity ecosystem, means the company is well-positioned to experience significant growth prospects. 

I think the latest sell-off presents a good opportunity for investors to get in on a high-quality growth stock, ahead of the next price surge.

What do the experts think?

Analysts also think there is strong potential for a large upside ahead. According to TradingView data, 14 out of 15 analysts have a buy or strong buy rating on the shares. The maximum target price is $28.66. That’s a potential upside of a huge 112.14% at the time of writing.

UBS has a buy rating on Nextdc shares, with a price target of $21.45. That implies a possible increase of 58.8% over the next 12 months.

Macquarie analysts are also a fan of the ASX 200 tech stock but are a little more conservative in their outlook. They hold an outperform rating and a $20.90 price target on its shares. This implies a potential upside of 54.7% for investors. 

The post Nextdc shares tumble 25% from their peak: Buy, hold or sell? 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 positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The A2 Milk Company Ltd (ASX: A2M) share price is on watch after the company upgraded its FY26 revenue guidance, now expecting low double-digit revenue growth and a stable EBITDA margin.

What did The A2 Milk Company report?

• FY26 revenue growth guidance has been raised to low double-digit percent versus FY25 (previously high single-digit).
• 1H26 revenue growth expected to outpace 2H26, with stronger English label IMF performance.
• EBITDA margin expected between 15% and 16%.
• NPAT anticipated to be slightly up on FY25’s reported $203 million.
• Cash conversion forecast at 80% to 90%.
• Capital expenditure projected at $60 to $80 million.

What else do investors need to know?

The company attributed its improved outlook to stronger than expected performance across Infant Milk Formula, Other Nutritionals, and Liquid Milk categories. Recent currency movements, particularly NZD weakness, are expected to boost reported sales and expenses, although the net effect on EBITDA (after hedge losses) should be minimal.

Depreciation and amortisation are forecast at $20 to $24 million, while lower market interest rates will likely reduce interest income. Capital investment is set to support ongoing growth initiatives and operational efficiencies.

What’s next for The A2 Milk Company?

Looking ahead, A2 Milk expects first-half FY26 revenue growth to be stronger than the second half, driven in part by robust English label IMF sales. The business will continue to focus on innovation and brand strength in key international markets, while carefully managing currency exposures and capital investments.

Ongoing operational discipline and targeted marketing are likely to remain priorities as the company seeks to build on its momentum and deliver steady growth for shareholders.

The A2 Milk Company share price snapshot

Over the past 12 months, A2 Milk shares have risen 90%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 1% over the same period.

View Original Announcement

The post The A2 Milk Company lifts guidance for FY26 earnings appeared first on The Motley Fool Australia.

More reading

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• Here are the top 10 ASX 200 shares today
• TPG Telecom raises $300m in Institutional Reinvestment Plan

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Blue chip shares are often the cornerstone of long-term portfolios. They offer stability, strong market positions, and the ability to grow earnings through multiple economic cycles.

And with recent volatility pulling several high-quality names down meaningfully, analysts see buying opportunities emerging across the ASX 200.

For example, here are three ASX 200 blue chip shares that brokers have flagged as top buys right now. They are as follows:

Cochlear Ltd (ASX: COH)

Cochlear could be an ASX 200 blue chip share to buy. It is a leader in implantable hearing devices globally. Demand for its products continues to rise as ageing populations grow and access to hearing treatments expands worldwide.

The company’s ongoing investment in research and new product development has helped it maintain its dominant market share and support steady revenue growth. And with a strong balance sheet, rising volumes, and a history of delivering consistent earnings and dividends, Cochlear continues to stand out as a reliable long-term compounder.

UBS is a fan of the company and has a buy rating and a $350.00 price target on the stock. This implies around 30% upside from current levels.

CSL Ltd (ASX: CSL)

Global biotech heavyweight CSL has come under pressure in recent months, with investor sentiment dampened by the planned Seqirus spin-off, regulatory uncertainty, and a slower-than-hoped recovery in plasma margins. But despite recent share price weakness, CSL’s long-term fundamentals remain strong.

CSL continues to invest in expanding its plasma collection network, developing new therapies, and strengthening its manufacturing footprint in the United States. Demand for its core plasma-derived products remains robust, and analysts expect earnings momentum to rebuild as temporary headwinds ease.

So, with its shares trading close to a 52-week low, CSL’s valuation looks significantly more appealing than it has in years.

Morgans sees meaningful upside from current levels. It has a buy rating and a $249.51 price target on its shares, which suggests that they could rise almost 40%.

REA Group Ltd (ASX: REA)

Finally, REA Group could be an ASX 200 blue chip share to buy now. It dominates Australia’s online property advertising market, supported by powerful pricing power, strong customer relationships, and significant digital scale.

It has also expanded beyond listings into financial services, data products, and international investments, broadening its growth runway. With more interest rate cuts potentially coming in 2026, the company’s premium positioning and deep integration into the property ecosystem give it substantial leverage to any improvement in listing volumes.

Bell Potter remains bullish. It has a buy rating and $244.00 price target on its shares, implying nearly 25% upside from current levels.

The post These ASX 200 blue chip shares could rise 25% to 40% appeared first on The Motley Fool Australia.

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• Amid this tech sell-off, is this the right time to buy Global X Fang+ ETF?
• BHP is a great company, but I think this ASX 200 stock is a better investment

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

Fortunately for income investors, the Australian share market is home to a plethora of ASX dividend shares.

But which ones could be buys right now? Let’s take a look at three that brokers are recommending to clients:

Accent Group Ltd (ASX: AX1)

The first ASX dividend share that could be a buy is Accent Group. It is an Australian footwear retailer that owns popular brands such as HypeDC, Platypus, and The Athlete’s Foot.

Bell Potter remains positive on the company. It highlights its market leadership, strategic growth initiatives, the ongoing expansion into apparel, and the rollout of the Sports Direct brand across Australia as reasons to buy.

It expects this to support the payout of fully franked dividends of 7.8 cents per share in FY 2026 and 9.2 cents per share in FY 2026. Based on the latest share price of $1.18, this equates to attractive dividend yields of 6.6% and 7.8%, respectively.

Bell Potter has a buy rating and $1.80 price target on its shares.

National Storage REIT (ASX: NSR)

National Storage could be another ASX dividend share to buy according to brokers.

It is the largest self-storage provider in Australia and New Zealand with over 250 locations providing tailored storage solutions to almost 100,000 residential and commercial customers.

UBS is recommending the company to clients. This is due partly to its resilience and attractive valuation. In addition, it is expecting some good dividend yields in the near term.

The broker is forecasting payouts of 12 cents per share in FY 2026 and FY 2027.  Based on its current share price of $2.27, this would mean dividend yields of 5.3% for both years.

UBS has a buy rating and $2.57 price target on its shares.

Transurban Group (ASX: TCL)

Finally, Transurban could be an ASX dividend share to buy.

It operates a network of toll roads across Sydney, Melbourne, Brisbane, and North America. This includes CityLink in Melbourne, the Cross City Tunnel in Sydney, and Clem7 in Brisbane.

The team at Citi is positive on the company and believes it is positioned to increase its dividends to 69.5 cents per share in FY 2026 and then 73.7 cents per share in FY 2027. Based on its current share price of $15.06, this would mean dividend yields of 4.6% and 4.9%, respectively.

Citi currently has a buy rating and $16.10 price target on the ASX dividend share.

The post Buy these ASX dividend shares for 4% to 7% yields appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Accent Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Transurban Group. The Motley Fool Australia has recommended Accent Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.