Tag: Stock pick

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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• Worley holds AGM after growing revenue and maintaining its dividend in FY25
• The A2 Milk Company lifts guidance for FY26 earnings
• 5 things to watch on the ASX 200 on Thursday
• Here are the top 10 ASX 200 shares today
• 3 ASX 200 stocks plumbing 52-week lows today

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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• NextDC shares slide on thumping protest vote at the annual general meeting
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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.

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• Worley holds AGM after growing revenue and maintaining its dividend in FY25
• TPG Telecom launches $438m reinvestment plan after $3bn capital return
• 5 things to watch on the ASX 200 on Thursday
• 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.

On Wednesday, the S&P/ASX 200 Index (ASX: XJO) gave back its morning gains and ended the day in the red. The benchmark index fell 0.25% to 8,447.9 points.

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

ASX 200 expected to rebound

The Australian share market looks set to rebound on Thursday despite a mixed night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 23 points or 0.25% higher this morning. In late trade in the United States, the Dow Jones is down 0.3%, but the S&P 500 is up 0.15% and the Nasdaq is 0.35% higher.

Oil prices fall

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a poor session on Thursday after oil prices dropped overnight. According to Bloomberg, the WTI crude oil price is down 2.1% to US$59.48 a barrel and the Brent crude oil price is down 2.1% to US$63.53 a barrel. Traders were selling oil in response to optimism that the Russia-Ukraine war could end.

Nvidia results

All eyes will be on Nvidia (NASDAQ: NVDA) after the market bell on Wall Street today. The chip maker is releasing its quarterly results and expectations are very high. In fact, there are concerns that if Nvidia fails to live up to market expectations, it could lead to the market selloff intensifying.

Gold price rises

It could be a decent session for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) on Thursday after the gold price pushed higher. According to CNBC, the gold futures price is up 0.15% to US$4,072.7 an ounce. This was driven by safe haven demand.

Buy Nufarm shares

Nufarm Ltd (ASX: NUF) shares could be great value according to Bell Potter. This morning, the broker has retained its buy rating on the agricultural chemicals company’s shares with an improved price target of $3.60. It 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 5 things to watch on the ASX 200 on Thursday 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 positions in and has recommended Nvidia. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

After recently reporting its FY25 result, the TechnologyOne Ltd (ASX: TNE) share price dropped 17% on the day. While it’s disappointing to see a decline that large for the ASX share, I’m seeing it as an opportunity to buy more shares at a reduced valuation.

TechnologyOne is one of the world’s largest enterprise resource planning (ERP) software businesses with big ambitions, but the market wasn’t impressed enough by the numbers as the overall tech sector took a hit that day.

I think the business still has a very promising future and I’m planning to buy more shares soon, assuming it remains as attractively valued as it is now.

Strong revenue growth expected

In FY25, the business delivered 18% revenue growth to $610 million and the annual recurring revenue (ARR) increased 18% to $554.6 million.

TechnologyOne continues to win new deals including the London boroughs of Islington London Borough Council and the Council of the Royal Borough of Greenwich. That helped UKK ARR rise 49% and bodes well for future growth in the country.

The ASX share also hit its target net revenue retention (NRR) rate of 15%, which is how much revenue growth it achieved from existing customers from last year. Revenue doubles in five years if it grows by an average of 15% per year.  

The business is aiming to hit $1 billion of ARR by FY30, underpinned by ‘SaaS+’ (software as a service), its new AI transaction-driven ARR strategy, its significant investments in R&D, developing expanded products and modules, as well as a number of new products. UK growth is an important part of its growth targets.

Rising profit margins

While the business is delivering strong top-line growth, the bottom line is also growing at a very pleasing rate.

In FY25, profit before tax (PBT) climbed 19% to $181.5 million, beating guidance of growth of between 137% to 17%. The business reported a profit before tax (PBT) margin of 30%.

The business is expecting to deliver a PBT margin of at least 35% in the coming years, driven by “the significant economies of scale” of its software and the customer response to its SaaS+ offering.

Considering businesses are usually valued based on their profit, this is a promising sign. As a bonus, higher profits can lead to bigger dividend payouts.

The ASX share is better value

According to the forecast on Commsec, the TechnologyOne share price is valued at 46x FY27’s estimated earnings, at the time of writing, following the large decline of the valuation this week.

It’s not as cheap as it was in April, but I think this is a great time to pounce on a high-quality business which is trading at a much lower valuation.

The post 1 of my favourite ASX shares just fell 17% in a day – and I’m buying more appeared first on The Motley Fool Australia.

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• Should you buy TechnologyOne shares after they crashed 17%?
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Motley Fool contributor Tristan Harrison has positions in Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Technology One. 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.

Global testing giant ALS Ltd (ASX: ALQ) delivered a solid set of first-half results this week, and brokers, including Macquarie, have a positive outlook on the company’s shares, which give exposure to increasing confidence in the minerals exploration sector.

The company this week reported a 13.3% increase in underlying revenue to $1.7 billion, while first-half net profit of $141.7 million was up 11.8%.

ALS chair Nigel Garrard said it was a solid result.

The group has delivered a strong first half result with organic revenue growth recorded across all business streams, resilient margins, and both underlying earnings and profit considerably up.

The company also boosted its interim dividend by about 3% to 19.4 cents per share.

Commodities sector strong

Managing director Malcom Deane said, despite “ongoing geopolitical and macro uncertainty”, there was strength in the company’s commodities division, while there was lower growth in the life sciences division.

Within commodities, the businesses delivered a strong performance, achieving 14.3% organic revenue growth supported by favourable market conditions. Growth was recorded across all regions. Within minerals, activity continues to be led by major and mid-tier miners, while improving funding conditions for junior explorers are contributing to higher quotation and early-stage project activity.

Mr Deane said the life sciences division’s performance was slightly below expectations despite a strong showing from the food sector.

ALS said it was also continuing to assess a number of merger and acquisition opportunities.

The company upgraded its revenue guidance to 6% to 8% growth, up from 5% to 7%, and said it was well on track to meet its FY27 targets, including growing revenue to $3.3 billion and growing underlying EBIT to $600 million.

Share price upside

The team at Macquarie ran the ruler over the results and said investors who were seeking leverage to the strong gold price by buying ALS would have liked what they saw.

The broker has an outperform rating on ALS shares and said, despite the strong performance already, there was more upside to be had.

Stock has had a strong run and multiple not cheap, but should be supported by ALS’s strong earnings per share growth profile which is above both market & global … peers. Calendar year 26 exploration budgets should trend positively and there’s potential for the juniors to co-join the senior-driven exploration recovery.

Macquarie has a 12-month price target of $22.85 on the shares, compared with Tuesday’s close of $21.12.

This price target was up from a previous target of $19.26. Bell Potter is even more bullish on the shares, with a price target of $25.   

The post Up 40% this year, Macquarie says this ASX 200 stock can still return double digits from here appeared first on The Motley Fool Australia.

More reading

• Top brokers name 3 ASX shares to buy today
• Bell Potter just upgraded its view on this ASX 200 stock
• ALS reports higher revenue, profit, and dividend for H1 FY26

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 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 All Ordinaries Index (ASX: XAO) could well enjoy an upcoming boost from two ASX All Ords stocks brokers have tipped to deliver outsized gains.

Here’s how.

ASX All Ords stock on the growth path

The first stock that looks well-placed to surge higher is Intelligent Monitoring Group Ltd (ASX: IMB).

Shares in the security, monitoring and risk management services provider closed up 3.5% on Wednesday at 59 cents a share. That sees the Intelligent Monitoring share price up 13.5% in a year.

And according to the analysts at Canaccord Genuity, the ASX All Ords stock is well-placed to deliver earnings growth.

According to the broker:

In its 1Q26 result, IMB reported a 24% increase in its commercial installation pipeline to $45m, indicating strong demand from enterprise customers for security installation and upgrade work. Management noted continued growth in data centre related work as a strong feature and expects to release FY26 guidance in line with market expectations for the first time at its 10 Nov AGM.

Canaccord estimates that management will full year provide guidance for earnings before interest, taxes, depreciation and amortisation (EBITDA) of $48 million, up 25% from FY 2025 earnings.

Canaccord added:

Of note, cash on hand ended 1Q26 at $15.5m and increased to $16.2m as of 30 October despite the $4.2m acquisition payment for BNP securities during the month, reflecting a strong start to 2Q26 cash generation.

The broker said it views the ASX All Ords stock as undervalued at its current FY 2026 estimated EV/EBITDA multiple of 6 times.

Canaccord has a price target of $1.00 a share on Intelligent Monitoring. That represents more than a 69% upside from Wednesday’s closing price.

Which brings us to…

Also tipped to rocket

The second ASX All Ords stock that’s been tipped to rocket from current levels is Imricor Medical Systems Inc (ASX: IMR).

Shares in the human heart focused healthcare share closed down 0.7% on Wednesday, trading for $1.35 apiece. That sees the Imricor share price up an impressive 51.7% in a year.

And the analysts at Taylor Collison believe it’s set to outpace those gains in the year ahead following on the recent groundbreaking heart procedure using Imricor’s MRI compatible technology.

The broker noted:

Using Imricor’s suite of MRI-compatible products, Amsterdam University Medical Centre (AUMC) successfully performed the world’s first real-time MR-guided ischaemic ventricular tachycardia (VT) ablation in a patient with an implantable cardiac defibrillator (ICD)…

This represents a significant de-risking milestone for IMR and validates the clinical potential of MRI-guided electrophysiology (EP) procedures.

Taylor Collison added that this could help pave the way for US FDA approval in the year ahead.

Positive EU data from the VISABL-VT trial demonstrating safe and feasible transeptal crossings in VT patients both with and without ICD’s is a significant catalyst for off label VT use in the US after initial FDA approval for atrial flutter (potentially late 2026)

Connecting the dots, the broker has a price target of $2.26 on the ASX All Ords stock. That represents more than a 67% upside from Wednesday’s closing price.

The post Top brokers name 2 ASX All Ords stocks tipped to surge 67% and 69% 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 positions in and has recommended Intelligent Monitoring Group. The Motley Fool Australia has recommended Intelligent Monitoring Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

LGI Ltd (ASX: LGI) is an ASX small-cap stock that has had a strong run in 2025. 

The company is engaged in the recovery of biogas from landfills, and the subsequent conversion into renewable electricity and saleable environmental products.

The company operates at the convergence of the waste and clean energy sectors.

At the time of writing, this ASX small cap stock has risen 47.26% higher in 2025. 

Last month, the company announced a successful $50 million equity raise. 

According to the company, the funds raised from the Offer will be used for:

• Accelerated delivery of High Conviction Projects in Execution, including expansions at Mugga Lane, Belrose and Nowra sites
• Funding new High Conviction Projects in Development, which are the next wave of power station expansion and grid-scale battery opportunities identified
• Enhancing balance sheet flexibility, providing capacity to pursue new projects and tenders as they arise, while maintaining prudent leverage

The team at Morgans has looked upon this news favourably, raising their valuation on the ASX small cap stock. 

Capital raising bumps up guidance

The broker said in a note yesterday that LGI has completed a ~A$56m capital raising (A$51m placement; A$5m SPP) to strengthen the balance sheet (net cash ~A$24m), expand its targeted development pipeline (>80MW) and accelerate project delivery (completed within 3 years). 

Morgans said the extended pipeline (~28MW across six additional projects), will see LGI ~4x its ending FY25 MW under management, with a strong composition of high returning battery energy storage system (BESS) projects.

Subsequently, FY26 guidance has been reaffirmed for 25-30% growth.

The broker also materially improved forecasts (FY27-28F NPAT +17% and +24%), factoring in the development pipeline. 

We are encouraged by the acceleration of the group’s MW capacity build out and maintain our confidence in managements strong operational execution to deliver it on time and on budget. Strong forecast earnings growth (MorgansF ~26% EPS CAGR) and LGI’s pure-play renewable exposure justify the valuation premium.

Upgraded price target for this ASX small cap

Based on this guidance, Morgans has upgraded its target price to $4.84. 

This indicates an upside of 12.56% based on yesterday’s closing price of $4.30. 

Elsewhere, TradingView has a 12 month price target of $4.68. 

The post Morgans names ASX small-cap stock to buy after capital raise appeared first on The Motley Fool Australia.

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