Tag: Stock pick

Macquarie Group Ltd (ASX: MQG) shares are marching higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) diversified financial stock closed yesterday trading for $212.91. As we head into the Tuesday lunch hour, shares are changing hands for $215.37 each, up 1.2%, having posted earlier morning gains of 4%.

For some context, the ASX 200 is up 0.3% at this same.

Today’s outperformance follows the release of a trading update.

Here’s what we know.

Macquarie shares lift on solid quarter

Macquarie shares are outperforming following the release of the company’s December quarter update for the financial year ending 31 March 2026 (Q3 FY 2026).

Digging into the company’s operating segments, Macquarie Asset Management (MAM) reported assets under management (AUM) of $736.1 billion at 31 December. That’s up 3% quarter on quarter. Public Investments AUM performed particularly well, up 5% from Q2, driven by inflows in fixed income funds and favourable market movements. Private Markets AUM increased 1%.

Macquarie’s Banking and Financial Services (BFS) segment had total deposits of $204.5 billion at 31 December, up 6% quarter on quarter. The BFS home loan portfolio increased by 7% to $172.2 billion. The business banking loan portfolio increased 1% to $17.5 billion, while funds on platform slipped 1% from Q2 to $164.6 billion.

And Macquarie shares could be getting an added boost with the company’s Commodities and Global Markets (CGM) delivering “improved contributions” across both Commodities and Asset Finance compared to Q2. The Financial Markets contribution was broadly in line with the prior quarter.

In other core financial metrics, asset realisations and higher net income from the private credit portfolio saw an uptick in Macquarie Capital’s investment-related income over Q3.

Macquarie also highlighted that its financial position “comfortably exceeds” APRA’s Basel III regulatory requirements.

Macquarie reported a capital surplus of $7.5 billion at 31 December, which was down from $7.6 billion at 30 September.

What’s next for the ASX 200 financial stock?

Looking at what could impact Macquarie shares in the months ahead, the company reported that it continues to “maintain a cautious stance”. The company said its conservative approach to capital, funding, and liquidity positions it well to respond to the current environment.

Macquarie CEO Shemara Wikramanayake noted:

Macquarie remains well-positioned to deliver superior performance in the medium term with established, diverse income streams; deep expertise across diverse sectors in major markets with structural growth tailwinds; patient adjacent growth across new products and new markets; ongoing investment in our operating platform; a strong and conservative balance sheet; and a proven risk management framework and culture.

The post Macquarie shares taking off today as assets under management top $736 billion appeared first on The Motley Fool Australia.

More reading

• 5 ASX stocks that are still good value at over $100 a share
• Leading brokers name 3 ASX shares to buy today
• ASX 200 financials flew but tech and mining shares faltered last week
• What the stronger Australian dollar means for your shares
• 3 fantastic ASX 200 blue chip shares to buy with $5,000

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 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.

While the silver price has taken a bit of a beating recently, it’s still up by well over 100% over 12 months, posing the question: where to invest to take advantage of the still-robust silver price?

There aren’t many silver producers on the ASX, but one soon-to-be producer is worth a look and could deliver strong returns, according to the team at Shaw & Partners.

Transition to producer status

They have run the ruler over Boab Metals Ltd (ASX: BML), which they believe has been a bit overlooked by the market since making a final investment decision (FID) over its Sorby Hills silver and lead project in Western Australia in mid-December.

The company said at the time it had $110 million in equity funding and a $236 million debt facility on hand to fund the construction of the project, and it was aiming to award the mining contract in the second quarter of this year.

The company said at the time:

Boab will provide updates early in the new year on a series of exciting activities across construction and project optimisation. With strong news flow planned throughout 2026, shareholders can expect a clear line of sight on progress as Boab advances its transition to a base and precious metals producer, offering multiple potential value catalysts in the months ahead. First concentrate production is scheduled for H2 2027.

Shaw has run the numbers on Boab and believes it is undervalued at the current share price.

As the Shaw team said in a note to clients this week:

On our modelling, every US$10/oz on the silver price is worth 40 cents per share to the Boab share price and at today’s spot silver price of US$80/oz, Boab is worth $1.53 per share. Despite the rally in silver, the Boab share price is only up from 41 cents to 53 cents since FID as the market digests the recent capital raises. This is creating an excellent opportunity for investors looking for silver exposure with heightened liquidity and an under-valued share price.

The Sorby Hills mine is expected to produce 2.2 million ounces of silver per year, and the Shaw team has estimated it will generate about $295 million in cash flow per year.

Shaw’s share price target for Boab shares is $1.70, up from $1.08 previously.

Boab shares were changing hands for just 54.5 cents on Tuesday morning. The company was valued at $302.3 million at the close of trade on Monday.

The post This silver stock could triple in 12 months one broker says appeared first on The Motley Fool Australia.

More reading

• ASX silver shares streak higher as silver price nears US$100

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.

Electro Optic Systems Holdings Ltd (ASX: EOS) shares have returned from a trading halt and are sharply lower in early trade on Tuesday.

In morning trade, the ASX defence stock was down as much as 16% to $5.05 before staging a recovery of sorts.

Why are EOS shares crashing?

Investors have been selling the defence technology company’s shares this morning after it issued a lengthy response to allegations made by US-based short seller Grizzly Research.

Last week, Grizzly Research published a report alleging various issues at EOS. However, Grizzly has disclosed that it holds a short position in EOS shares, meaning it stands to benefit financially if the share price falls.

In response, EOS requested a trading halt and has now released a detailed statement rejecting what it describes as the report’s “misleading, manipulatory and pejorative” conclusions. The company also revealed it has instructed legal advisers in Australia and Germany to consider potential legal action.

Even so, the mere presence of a high-profile short seller report is often enough to rattle markets, particularly after a strong run in a company’s share price.

The EOS response

The company’s response was long, but the main points can be boiled down into a few key themes.

Firstly, EOS strongly disputes the suggestion that recent share price gains were artificial or unsupported. It points to a surge in global defence spending, increased demand for counter-drone technology, and a sharp rise in its unconditional order book, which grew from $136 million at the end of 2024 to $459 million at the end of 2025. It said:

EOS is strongly of the view that the increased intake of unconditional orders over the course of 2025 is one of the key drivers of the share price appreciation recently observed.

South Korean order

Second, EOS addressed concerns around a conditional Korean high-energy laser contract worth US$80 million. The company stressed that the contract was clearly disclosed as conditional, it was not included in the $459 million secured order book, and EOS has not incurred significant costs while conditions remain unmet.

EOS said it continues to work with its Korean partner, Goldrone, but reiterated that the contract may or may not ultimately become unconditional. It is possible that some investors were treating this contract win as a certainty, but these comments have created significant uncertainty with the contract which could be weighing on EOS shares today.

MARSS acquisition

The company also defended its acquisition of MARSS, which is a counter-drone software business.

EOS rejected claims that MARSS had minimal revenue, saying Grizzly’s analysis ignored revenue generated outside the UK. According to EOS, MARSS generated approximately 243 million euros of revenue between 2020 and 2025 across multiple jurisdictions.

Finally, EOS pushed back on claims relating to its balance sheet. It said the sale of its EM Solutions business was part of a strategic refocus, not a forced move to pay down debt, and highlighted that it currently holds over $100 million in cash with no drawn debt.

Despite today’s and recent weakness, EOS shares are up approximately 300% since this time last year.

The post EOS shares crash 16% on scathing short seller report appeared first on The Motley Fool Australia.

More reading

• Why EOS shares are halted today after a sharp sell-off
• Why EOS, Lotus Resources, REA, and Web Travel shares are dropping today
• 3 ASX shares I’d buy with $10,000 today
• EOS shares tumble on European listing update
• What is driving today’s sell-off in ASX defence tech stocks?

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 positions in and has recommended Electro Optic Systems. 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 Pro Medicus Ltd (ASX: PME) have more than halved over the past year amid the broader technology sell-off.

The company hasn’t had any news of note to release since December 1, when it announced a $25 million, seven-year contract in the US, so it’s not like there is any bad company-specific news driving the share price lower.

Caught in the tech crash

The analysts at Morgans have had a look at the company and believe that it “has been sold off heavily as investors increasingly worry that AI could structurally erode the economics an commoditise premium imaging SaaS (software as a service) platforms”

They added, “For Pro Medicus, that feels misunderstood”.

That said, they believe AI has a role to play in radiology, the field in which Pro Medicus operates.

As they said in a note to clients this week:

Global imaging demand and in particular CT and MRI utilisation has grown faster than radiologist supply for more than a decade. The size and complexity of these modalities create workflow bottlenecks, long reporting queues, radiologist burnout, and pressure for cost and efficiency gains. AI’s core value in healthcare is efficiency, speeding up workflows through automation, consistency, and smarter prioritisation. It already tackles tasks such as image‑quality checks, auto‑labelling, and even pre‑reading clear negatives or obvious cases. These sit around the diagnostic moment but don’t replace the need for radiology itself, nor the enterprise workflows, data routing, and high‑performance visualisation that underpin it.

But Morgans added that while AI will no doubt become a powerful tool in healthcare, it still needs infrastructure to operate, which is where Pro Medicus comes in, with its proprietary product suite that enables the compression and decompression of large radiology files.

As the Morgans team said:

Pro Medicus provides that infrastructure, so, in many ways the acceleration toward AI potentially makes its business case more compelling as a product versus peers – at least in the medium term.

Company has a wide moat

Morgans says while there are already start-ups pitching end to end imaging solutions, they’re “tiny, unproven and not enterprise ready”.

They also note that the buyers in the field tend to be risk-averse with long testing and procurement cycles.

The Morgans team said:

So, is there risk ahead? There is. There always has been. But we don’t see it as existential, or likely a material threat in the next 5 to 10 years. Even so, Pro Medicus should have renewed and signed even more large contracts, locking in the next 7-10 years of guaranteed minimum revenues. Growth is far from done.

Morgans has a 12-month price target of $290 on Pro Medicus shares, compared with $161.17 currently, which would represent a gain of 79.9% if achieved.

Pro Medicus will release its first-half results on Thursday, February 12.

The post Let’s see why this broker thinks Pro Medicus shares could fly appeared first on The Motley Fool Australia.

More reading

• 5 ASX stocks that are still good value at over $100 a share
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• 3 ASX 200 shares worth buying after February’s sell-off
• Why I’m planning to act this week and buy ASX shares
• Earnings preview: How do experts rate these blue-chip ASX stocks reporting this week?

Motley Fool contributor Cameron England has positions in Pro Medicus. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Worley Ltd (ASX: WOR) are edging higher on Tuesday after the company announced a new contract tied to a major energy project in the Middle East.

At the time of writing, the Worley share price is up 1.90% to $13.39. That extends a solid start to the year, with the stock now up around 7% in 2026 as investors respond to fresh contract momentum.

By comparison, the S&P/ASX 200 Index (ASX: XJO) is up a modest 2% this year.

Let’s take a closer look at what management updated the market with.

What Worley announced today

In an ASX release, Worley said it has been selected by Samsung C&T Corporation to deliver detailed engineering services. The work relates to the QatarEnergy LNG Carbon Dioxide Sequestration Project in Qatar.

The project is designed to permanently store around 4.3 million metric tonnes of CO2 per year. Once operational, it will form a key part of Qatar’s broader push to reduce greenhouse gas emissions linked to LNG production.

Under the agreement, Worley will provide detailed engineering services, building on its earlier front end engineering design work for the project. Execution will be led out of Worley’s Qatar office, supported by its Global Integrated Delivery centre in India and additional teams in Australia.

Management described the award as a significant milestone and highlighted its growing credentials in carbon capture and storage.

Why Worley shares moved today

While no contract value was disclosed, the project is still an important win.

Carbon capture and sequestration is one of the fastest-growing areas of the energy transition. It is particularly important for LNG exporting nations looking to decarbonise existing assets without replacing them.

Securing follow-on work after front end engineering is also vital. It increases the likelihood of additional scopes as the project moves into later stages.

How this fits into Worley’s long-term strategy

Worley continues to operate across both traditional energy and decarbonisation markets.

The group remains heavily exposed to LNG, oil and gas, and chemicals, while steadily increasing its footprint in carbon capture, hydrogen, and sustainability-related projects. This mix has supported earnings through volatile capital spending cycles across the resources sector.

What investors should watch next

Focus now shifts to the pace of revenue and cash flow conversion from new and existing projects.

Backlog trends, margin performance, and capital management will remain the key variables to monitor through the remainder of the year. Any updates around project execution or further contract awards will help shape expectations heading into upcoming results.

The post Worley shares climb after Middle East contract win appeared first on The Motley Fool Australia.

More reading

• Argo Investments reports record profit and dividend
• This ASX 200 stock is dipping lower despite positive news. Here’s what’s behind it
• Here are the top 10 ASX 200 shares today

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 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 energy share Omega Oil & Gas Ltd (ASX: OMA) is off to the races today following news of a new joint venture with S&P/ASX 200 Index (ASX: XJO) oil and gas giant Beach Energy Ltd (ASX: BPT) and privately held Tri-Star E&P Ltd.

Omega shares up 14% in late morning trade on Tuesday, changing hands for 49 cents apiece.

Beach Energy shares are up 2.6% at this same time, trading for $1.175 each.

For some context, the ASX 200 is up 0.5% at the time of writing.

Here’s what’s piquing investor interest in the ASX energy shares today.

ASX energy share leaps on JV success

Omega and Beach Energy shares are both outperforming today after the companies announced the joint venture award of a 750 square kilometre land area in the Taroom Trough from the Queensland government.

The new land area, designated PLR2025-1-9, is situated immediately north of Omega’s existing Potentially Commercial Areas, offering a significant potential boost for the ASX energy share.

The new joint venture has Omega as the operator with a 45% interest, while Tri-Star has a 30% holding, and Beach Energy has a 25% interest.

The Queensland land award is part of the government’s efforts to secure longer-term gas supplies for the Aussie market, ensuring energy security and reducing gas prices. All of the gas produced in the awarded land will be sold into the domestic market.

What is management saying?

Commenting on JV land award sending the ASX energy share soaring today, Omega CEO Trevor Brown said, “Omega is an agile, well-funded, highly capable, Queensland-based explorer focused entirely on unlocking the resource potential of the Taroom Trough.”

Brown added:

Early indications are that the Taroom Trough may be host to internationally significant volumes of oil and gas and it shares many geological characteristics with the most prolific, unconventional producing basins in the USA.

He concluded, “We are pleased to be working alongside high-quality partners, Tri-Star and Beach Energy to rapidly determine the resource potential of our attractive new award area.”

As for today’s uptick in Beach Energy shares, Beach CEO Brett Woods said:

Beach Energy is excited to partner with Omega and Tri-Star in the Taroom Trough, an area we believe has the potential to become a meaningful new source of domestic oil and gas supply.

And Tri-Star CEO Australia Andrew Hackwood noted:

This joint venture is well positioned to move quickly and accelerate exploration and appraisal… Tri-Star sees the Taroom Trough as a potential next major source of domestic oil and gas, and we commend the Queensland government for its leadership in supporting increased East Coast gas supply.

The post Guess which ASX energy share is rocketing 14% today on a JV deal with Beach Energy appeared first on The Motley Fool Australia.

More reading

• Are Beach Energy shares a buy after its results?
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• Why Beach Energy, Elders, Maas, and Neuren shares are dropping today
• Are Beach Energy shares a good buy for passive income today?
• Beach Energy H1 FY26 earnings: Profit drops as costs rise and volumes slip

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.

S&P/ASX All Ords Index (ASX: XAO) shares are 0.54% higher at 9,180.6 points on Tuesday.

The ASX All Ords has risen 4.9% over the past 12 months, while gold miner Catalyst Metals Ltd (ASX: CYL) has soared 95%.

This means if you’d invested $10,000 in this gold stock last year, your investment would be worth $19,500 today.

On Tuesday, the Catalyst Metals share price is $7.81, up 2%, as the gold price continues to recover from the late January rout.

Like all ASX gold shares, Catalyst has benefited from a skyrocketing gold price.

The gold price ripped 27% in 2024 and added another 65% last year.

Despite the recent rout, the gold price remains 17% higher in the year to date at US$5,020 per ounce at the time of writing.

UBS forecasts the gold price to reach US$6,200 per ounce in the first quarter of CY26, and to stay there through the September quarter.

What is Catalyst Metals?

The company owns the Plutonic gold mine in Western Australia and the Bendigo exploration project in Victoria.

Catalyst Metals expanded its Plutonic operations in 2025 with the aim of increasing its reserves from 1.5 Moz to 2 Moz.

The miner says this would allow it to increase its production rate from 100,000 ounces per year to 200,000 ounces per year.

In its 2Q FY26 update, Catalyst Metals announced record quarterly gold production of 28,176 ounces at Plutonic.

The average realised price was A$2,776 per ounce, and the average all-in sustaining cost (AISC) was A$2,565 per ounce.

Catalyst retained its FY26 production guidance of 100,000 to 110,000 ounces with an AISC of A$2,200 to A$2,650 per ounce.

Broker ratings on this ASX All Ords gold share

The consensus rating among five experts following Catalyst Metals shares on Trading View is a strong buy.

The share price target range is wide, at a minimum of $11.31 per share and a maximum of $18.90.

So, even if the gold miner only met the minimum expectation, an investment today would be worth 45% more this time next year.

If it met the average expectation of $14.30 per share, you’d be up 83%.

Morgans recommends buying Catalyst Metals shares. Last week, the broker raised its price target from $12.51 to $14.56 per share.

Bell Potter also has a buy rating with a recently increased target of $13.50.

Canaccord Genuity also says buy, with a raised target of $13.25 per share.

The post $10,000 invested in this ASX All Ords share a year ago is now worth $19,500 appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
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• Which ASX gold stock director has sold $10.8 million worth of shares?
• Why this ASX 200 gold stock jumped 8% to a record high today
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Bronwyn Allen 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.

Large businesses, sometimes called ASX blue-chip shares, are capable of providing investors with stability and a good dividend yield.

The biggest companies have built their market position over many years. Their market share means they have advantageous scale advantages and can deliver stronger profit margins than competitors.

Additionally, those businesses are not expected to grow that much, considering how big they are, meaning they have a lower price/earnings (P/E) ratio. Let’s look at two interesting contenders.

Origin Energy Ltd (ASX: ORG)

Origin Energy isn’t normally one of the ASX blue-chip shares that I write about for dividends, but it could be a strong pick right now given how large the dividend yield is and its future potential.

The ASX blue-chip share is a provider of electricity and gas to households and businesses as well as solar, LPG and broadband. Its asset base includes power generation, gas exploration and renewables.

Pleasingly, the company’s payout has been increasing over the last five years and the dividends look promising for the coming period.

The broker UBS is predicting that the business could increase its annual payout to 61 cents in FY26, which would be a grossed-up dividend yield of 7.8%, including franking credits, at the time of writing. Pleasingly, the broker UBS is forecasting Origin could deliver a higher dividend per share in subsequent years, with a forecast of 62 cents per share in FY27, 64 cents per share in FY28 and 65 cents per share in FY30.

Finally, I want to highlight the company’s stake of close to a quarter of the European businesses, Kraken Technologies and Octopus Energy. At the end of December, Origin said Kraken was rapidly closing in on its 100 million customer target, well ahead of plan. I think both businesses could grow rapidly, driving value for the ASX blue-chip share.

Telstra Group Ltd (ASX: TLS)

Telstra has proven itself as an appealing ASX blue-chip share over the last few years, as it provided a large and growing dividend.

Its market-leading mobile network is allowing it to generate strong profits. A rising average revenue per user (ARPU) and growing subscriber base is helping drive its mobile division’s revenue higher. Operating leverage enables operating profit (EBITDA) to rise at a faster pace than revenue.

The business paid an annual dividend per share of 19 cents in FY25 and I’m expecting the business to increase its FY26 payout to 20 cents per share. That would be a grossed-up dividend yield of 5.8%, including franking credits, at the time of writing.

With Australia’s growing population and increasing digitalisation, I think Telstra is an effective investment to consider for the long-term, as long as its subscriber base continues rising.

The post 2 ASX blue-chip shares offering big dividend yields appeared first on The Motley Fool Australia.

More reading

• 3 ASX 200 shares to buy: experts
• Is this the right time to invest in ASX defensive shares?
• Forget this ASX 200 share and buy Telstra and Zip shares: Experts
• Are Origin Energy shares a buy, hold or sell before earnings results?
• Passive income: How much do you need to invest to make $500 per month?

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.

S&P/ASX 200 Index (ASX: XJO) shares are 0.5% higher at 8,917.5 points as earnings season continues on Tuesday.

On The Bull this week, experts reveal three ASX 200 shares with buy ratings, and why they recommend investing in them.

Let’s take a look.

Zip Co Ltd (ASX: ZIP)

The Zip share price is $2.51, up 1.4% on Tuesday and down 23.6% over the past six months.

Tony Paterno from Ord Minnett has a buy rating on this ASX 200 financial share.

Paterno commented that “there’s a lot to like” about the buy now, pay later platform provider’s 1Q FY26 results.

Total transaction volume (TTV) growth in the US was up 47.2 per cent and revenue was up 51.2 per cent. 

Consequently, Zip’s management has increased TTV guidance in the US to more than 40 per cent in full year 2026, which is up from 35 per cent.

Margins were strong across the board, highlighted by an operating margin of 19.5 per cent in the first quarter, which is above the guidance range of between 16 per cent and 19 per cent for full year 2026.

Margins are usually stronger in the second half.  

Zip will release its 1H FY26 results next Thursday, 19 February.

CSL Ltd (ASX: CSL)

CSL shares are $182.15 apiece, up 1% on Tuesday and down 31% over the past six months.

The CSL share price has struggled since the company released its FY25 report last August.

CSL’s next big report, covering the first half of FY26, will be out tomorrow.

Jabin Hallihan from Family Financial Solutions has a buy rating on this ASX 200 healthcare share.

Hallihan said:

The share price has fallen from $271.32 on August 18, 2025 to trade at $181.48 on February 5, 2026.

Our fair value is $295 a share.

Short term earnings noise obscures a high quality plasma franchise with structural demand growth.

In a bull market, valuation normalisation and quality should deliver strong upside moving forward. 

Telstra Group Ltd (ASX: TLS) 

Telstra shares are $4.88 apiece, down 0.1% today and down 2.1% over the past six months.

Hallihan also has a buy rating on this ASX 200 telecommunications share, noting strong cash flows and a 31% profit lift in FY25.

Family Financial Solutions values Telstra shares at $5.40 apiece, implying a potential 11% upside from here.

Hallihan said:

Cost discipline, share buy-backs and resilient mobile earnings support steady upside in a market that still rewards defensiveness.

On top of this, Telstra pays reliable, fully franked dividends.

Its full year dividend of 19 cents a share in fiscal year 2025 was up 5.6 per cent on the prior corresponding period.

TLS was recently trading on a dividend yield of 3.85 per cent.  

Telstra will release its 1H FY26 results next Thursday, 19 February.

The post 3 ASX 200 shares to buy: experts appeared first on The Motley Fool Australia.

More reading

• 2 ASX blue-chip shares offering big dividend yields
• 5 ASX stocks that are still good value at over $100 a share
• Buy, hold, sell: Wesfarmers, Woolworths, CSL shares
• Where I would invest $10,000 in ASX 200 shares in February
• Argo Investments reports record profit and dividend

Motley Fool contributor Bronwyn Allen has positions in Zip Co. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has positions in and has recommended Telstra Group. 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.

S&P/ASX 300 Metal & Mining Index (ASX: XMM) shares are 1.3% higher on Tuesday as earnings season continues.

ASX mining stocks are a popular investment choice these days amid rising commodity prices.

The materials sector, which incorporates mining companies, had an incredibly strong year in 2025.

The sector returned a staggering 36% to investors as gold and commodities associated with the energy transition surged.

On The Bull this week, experts recommend selling the following three producers.

Let’s take a look.

Northern Star Resources Ltd (ASX: NST)

Northern Star shares are $28.07 apiece, up 1.3% on Tuesday and up 57% over the past 12 months.

Tony Locantro from Alto Capital has a sell rating on this ASX 200 gold mining share.

Locantro comments:

Northern Star’s share price has performed strongly, supported by higher gold prices and improved sentiment towards large market capitalisation producers.

However, the company’s most recent production report disappointed, with output and cost guidance undershooting market expectations.

While the longer term outlook for gold remains positive, recent operational softness tempers near term confidence.

With much of the upside already reflected in the share price, the risk-reward balance favours taking profits at current levels.

Northern Star Resources will release its 1H FY26 results on Thursday.

Iluka Resources Ltd (ASX: ILU)

The Iluka Resources share price is $5.22, up 0.6% on Tuesday and up 12% over the past 12 months.

Tony Paterno from Ord Minnett has a sell rating on this ASX critical minerals mining share.

Paterno explains:

ILU’s mineral sands business clocked up net debt of $473 million at December 31, 2025.

We suspect a capital raising may be an option to address the debt overhang as cash flow is impacted at operations at current prices.

The shares were punished following the company update on January 29, 2026, falling from $6.96 on January 23 to trade at $5.17 on February 5.

Liontown Ltd (ASX: LTR)

The Liontown share price is $1.73, up 2.8% today and up 162% over the past 12 months.

Morgans maintained its trim rating on this ASX lithium mining share after Liontown released a 2Q FY26 update in the last week of January.

The broker increased its 12-month share price target on Liontown from 89 cents to $2.

Morgans commented:

2Q26 result beat expectations on production and costs.

Balance sheet de-risked following LG Energy Solution’s election to convert its US$250m convertible notes into equity, removing debt and strengthening flexibility despite dilution.

Maintain TRIM with much of the near-term upside factored into its share price.

The post 3 ASX mining shares to sell: experts appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen 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.