Tag: Stock pick

When share prices fall sharply, it can sometimes reflect short-term concerns rather than long-term fundamentals.

That can open the door for investors that are willing to look beyond the immediate noise and focus on the long-term opportunity.

With that in mind, here are three ASX shares that have pulled back and could be worth a closer look if you have $10,000 to invest:

Accent Group Ltd (ASX: AX1)

Accent shares have been under pressure and are down 66% over the past 12 months.

The company owns and operates a range of footwear and apparel brands, with a large store network across Australia and New Zealand. Like many retailers, it has faced softer consumer conditions following interest rate increases.

That has weighed on sentiment, but the underlying business remains active. Accent continues to expand its store footprint and build out its brand portfolio, which includes both owned and licensed labels.

Retail conditions can shift quickly, and any improvement in consumer spending could support a recovery in its performance.

Cochlear Ltd (ASX: COH)

Another ASX share that has experienced a significant pullback is Cochlear.

It is a global leader in hearing implant technology, with products used in multiple markets around the world.

Its shares are down 65% over the past 12 months, with a good portion of this coming this month following a poor update.

Cochlear downgraded its FY 2026 underlying net profit guidance range to $290 million to $330 million (from $435 million to $460 million). Management revealed that this was due to softer trading in developed markets, which is being driven by hospital capacity constraints and a decline in referrals from the hearing aid channel.

While this was disappointing, it doesn’t change the longer-term picture. Demand for hearing solutions is being supported by ageing populations and increasing awareness.

In addition, Cochlear continues to invest in research and development, maintaining its position at the forefront of its field.

So, with strong market positioning and long-term demand drivers, this could be an ASX share to buy while it is down.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster shares are also down around 65% over the past 12 months.

It operates an online furniture and homewares platform, benefiting from the gradual shift toward ecommerce in its category.

Spending on home-related items can be cyclical, influenced by housing activity and broader economic conditions. This can lead to periods of volatility in both performance and share price, especially when interest rates increase.

Despite this, the long-term trend toward online retail remains in place and Temple & Webster is positioned to capture a larger share of the market. This could make it an ASX share to buy for patient investors.

The post 3 oversold ASX shares to buy with $10,000 appeared first on The Motley Fool Australia.

More reading

• Which beaten down ASX healthcare stock is a better buy right now: Pro Medicus vs Cochlear shares
• Why Cochlear, Karoon Energy, Origin Energy, and WiseTech shares are falling today
• Down 43% this week, are Cochlear shares now the best bargain buy of the year?
• After falling 43% in a week, are Cochlear shares now a buy?
• Buy, hold, sell: Cochlear, CSL, and DroneShield shares

Motley Fool contributor James Mickleboro has positions in Accent Group, Cochlear, and Temple & Webster Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Cochlear and Temple & Webster Group. The Motley Fool Australia has recommended Accent Group, Cochlear, 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.

It is getting harder to ignore what PLS Group Ltd (ASX: PLS) is doing right now.

The lithium stock is back on the move on Tuesday, adding to a run that has already turned heads this year.

At the time of writing, the share price is up 2.78% to $6.095. Earlier in the session, it pushed as high as $6.13 before easing back as some profit-taking came through.

Even with that pullback, the stock is sitting just below its record high of $6.14, which was set on 17 April.

When you zoom out, the move looks even more impressive.

PLS shares have climbed 44% so far in 2026. Over the past year, the gain is closer to 320%, which explains why the stock keeps getting attention.

Momentum builds after strong quarterly result

A big part of the latest move comes back to last week’s March quarter result, which gave investors little reason to step aside.

PLS delivered another solid production result from its Pilgangoora operation, with output lifting 12% on the prior quarter. The increase came through improved plant performance and more consistent run times across the site.

Sales volumes were softer, down 16% over the period, though that largely came down to shipment timing.

However, pricing did most of the heavy lifting. The company achieved a realised price of US$1,867 per tonne, which fed straight into revenue and margins.

That strength showed up in the cash numbers. Cash margin from operations jumped a massive 178% to $461 million for the quarter.

The balance sheet also moved higher, with cash increasing 52% to $1.45 billion by the end of the period.

What the market is telling us

What is interesting is how the market has responded.

PLS has delivered strong quarters before, but the follow-up has not always looked like this.

This time feels a bit different. Higher production and better realised prices are getting picked up more quickly by the market.

Lithium prices in China are sitting around CNY 175,000 per tonne, which is a 6% lift from where they were last month.

And that is starting to show up in the numbers, with stronger realised pricing feeding into the company’s margins.

At the same time, PLS is now generating some serious cash, which puts it in a different position. It has more room to fund growth, strengthen the balance sheet, and potentially return capital if conditions hold up.

What to watch from here

With the share price sitting just below record levels, investors will be closely watching what’s next for PLS.

Production guidance remains in place for FY26, with the company targeting between 820kt and 870kt.

From here, a lot still comes back to lithium pricing and whether it can hold around current levels.

The post PLS shares are flying again. Here’s why they’re near record highs appeared first on The Motley Fool Australia.

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• Red-hot PLS shares: Smart buy or risky move?
• Here are the top 10 ASX 200 shares today
• What is Morgans’ updated view on Bank of Queensland and PLS shares?
• Up 300%: Should you buy PLS shares after its strong update?
• 5 things to watch on the ASX 200 on Monday

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.

Commonwealth Bank of Australia (ASX: CBA) shares have been incredibly resilient so far this year.

After posting an unexpectedly positive half-year result in February this year, the banking giant’s shares jumped over 12%, and they’ve remained relatively consistent ever since.

At the time of writing on Tuesday afternoon, CBA shares are up 0.3% to $173.60. 

For the year to date, the shares are nearly 8% higher, and they’re up 6.6% on this time last year.

The gains go even further back, too.

CBA shares have risen mostly consistently since joining the ASX back in 1999.

How many shares could I have bought with $10,000 five years ago?

On this day five years ago, CBA shares were trading at $89.04 each. That means that $10,000 invested in CBA shares five years ago would have bought 112 shares.

What would that investment be worth now?

CBA shares have increased 95% over the past five years. That means that $10,000 invested in April 2021 would be worth $19,500 today.

And how many CBA shares would I get with the same $10,000 investment today?

While a $10,000 investment would have bought 112 shares in April 2021, today it would only buy 57 shares.

Are CBA shares still a buy today?

Not according to the experts. Analysts widely comment that the bank’s share price is overvalued relative to its peers, and that its bumper price tag isn’t supported by its business fundamentals. 

Brokers are mostly bearish on the outlook for CBA shares, with consensus of a steep share price downturn ahead.

TradingView data shows that 14 out of 16 analysts have a sell or strong sell rating on the stock. Another two rate CBA shares as a hold.

The average target price is $129.98, which implies a 25% downside at the time of writing. But some think the share price could crash 48% to just $90 within the next 12 months.

Are CBA shares worth buying for passive income?

While the 12-month outlook for CBA shares doesn’t look too positive, and a sharp correction is expected ahead, it’s worth remembering that the banking giant is a classic defensive stock. 

This means it is able to remain stable in times of economic crisis. Because of this, it generally has strong and consistent operational performance and earnings, even when markets are mostly weak.

Also, the bank is huge, dominant, and highly profitable, which means investors are struggling to see it as anything other than a safe haven during times of volatility. And so far in 2026, the sharemarket has been very volatile.

The best part is that because CBA is generally stable and defensive in nature, it is able to pay a reliable passive income to investors. 

CBA has paid dividends twice per year consistently since 2006. The bank last paid a fully-franked dividend of $2.35 per share to investors in late March.

The post 5 years ago, $10,000 bought 112 CBA shares. How many would it buy now? appeared first on The Motley Fool Australia.

More reading

• Experts name 1 ASX bank share to buy and 2 to sell       
• Which of the big four bank shares has the most upside?
• Buy, hold, sell: Macquarie, Boss Energy, CBA shares
• Experts name 3 ASX 200 shares to sell now
• Buy, hold, sell: Brambles, CBA, and Macquarie shares

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

Morgans has given its verdict on a few popular ASX 200 stocks this week, courtesy of The Bull.

Let’s see how it rates them:

BHP Group Ltd (ASX: BHP)

Morgans is a fan of this mining giant. It likes its diversified operations, strong balance sheet, and disciplined capital management.

However, the main attraction appears to be copper, which the broker expects to be a key earnings driver thanks to the electrification megatrend.

However, given recent strength in BHP shares, Morgans thinks that they are fairly valued rather than offering a compelling buying opportunity. As a result, the broker has named BHP as a hold this week.

Commenting on its recommendation, Morgans said:

BHP provides diversified exposure to iron ore, copper and future-facing commodities, backed by a strong balance sheet and disciplined capital management. Copper offers long term appeal through electrification, while iron ore continues to drive near term earnings. However, results remain sensitive to global growth and Chinese demand.

With commodity prices reflecting mixed economic signals, BHP’s valuation looks fair rather than compelling. BHP suits investors seeking stability and income, but upside appears balanced by cyclical risk, supporting a hold rating.

Sigma Healthcare Ltd (ASX: SIG)

Morgans is far more positive on the investment opportunity with Sigma Healthcare shares.

It believes the Chemist Warehouse owner is well-placed to deliver margin improvement through own label expansion and exclusive products.

The broker also sees opportunities for the company to improve operating leverage with supply chain efficiencies and the consolidation of distribution centres following its merger.

So, with Sigma Healthcare shares trading closer to their 52-week low than their 52-week high, Morgans thinks now could be an opportune time to snap up shares. As a result, it has named the company as a buy this week.

Commenting on the opportunity, the broker said:

SIG is a leading wholesale distributor and retail pharmacy franchisor with operations in Australia, New Zealand, Ireland and the United Arab Emirates. It has a solid balance sheet with conservative leverage and strong operating cash flows. We believe SIG can continue to widen margins through expanding labels it owns and exclusive products.

We expect improving operating leverage through efficiencies in the supply chain and consolidation in distribution centres. A softer share price provides a compelling buying opportunity for long term focused investors.

The post Morgans says hold BHP shares and buy this ASX 200 stock       appeared first on The Motley Fool Australia.

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• 3 ASX healthcare shares to buy amid sector rout: experts
• Buy, hold, sell: Sigma Healthcare, Macquarie, Santos shares
• How much could the BHP share price rise in the next year?
• Why I think these high-quality ASX shares deserve a spot in most investment portfolios
• Up 49% in a year, should you buy BHP shares for their ‘stability and income’?

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

CSL Ltd (ASX: CSL) shares have continued their downward momentum yet again in Tuesday afternoon trade.

At the time of writing, the beaten-down ASX biotech stock has fallen another 2.53% to $128.48, marking the lowest trading price since August 2017.

The shares are down 25% for the year to date and 47% lower than this time last year.

For context, the S&P/ASX 200 Index (ASX: XJO) is down 0.55% at the time of writing, and down 0.1% for the year to date. 

Why are CSL shares still falling?

ASX healthcare shares have lagged most other sectors on the index this year after a sharp, broad-based sell-off. 

Investors have shied away from healthcare shares this year and instead repositioned themselves towards ASX energy stocks, resources, and defensive assets. 

At the same time as a sector-wide sentiment shift, investors have also lost confidence in CSL as a business.

The biotech company was once widely regarded as one of the most dependable growth stocks on the ASX. But over the past few years, it has experienced a notable slowdown in earnings growth and operational challenges. More recently, CSL has faced headwinds such as lower vaccine demand, a surprise restructure, and even a shock CEO exit.

And the headwinds keep coming, too.

Earlier this month, CSL was hit by fresh policy changes out of the US. News that the US military has scrapped its annual flu shot requirement for service members significantly changes the demand outlook for CSL. The company generates a large portion of its revenue from the US, with its influenza vaccines forming part of that exposure.

Now investors are worried that lower vaccine uptake could weigh heavily on CSL’s future sales, especially in its segments where demand was driven by mandates.

Does this mean it’s time to sell my shares?

CSL shares are still struggling to stabilise, and confidence has been crushed. But I think that calling it quits on the biotech shares still looks premature.

While the company’s vaccine segment looks to be facing some new headwinds, it isn’t the core profit area for CSL. 

The bulk of CSL’s profits and earnings come from its plasma therapies division, CSL Behring. This segment includes plasma-derived medicines, including immunoglobulins, albumin, and clotting factors. The company’s blood plasma division dominates the market for rare blood disorders and immunoglobulin products. Demand in this sector is growing significantly. 

What do analysts expect next from CSL?

Analysts continue to be very bullish on the outlook for CSL shares. TradingView data shows that 12 of 18 analysts have a buy or strong buy rating on the stock, with an upside of up to 109% to $268.84 per share over the next 12 months.

Even the minimum $153.06 target price implies a 19% upside at the time of writing.

The post CSL shares crash to a 9-year low. Is it time to sell off my shares? appeared first on The Motley Fool Australia.

More reading

• Don’t sit out this ASX share market chaos, it could cost you
• Buy, hold, sell: Cochlear, CSL, and DroneShield shares
• The Warren Buffett rule I keep coming back to with ASX shares
• Down 50%, why I’d invest $20,000 into CSL shares
• 3 ASX shares I’d buy if the market dropped again

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

Shares in small-cap biotech Orthocell (ASX: OCC) edged higher today (around 4% at the time of writing) after the company released a clinical update that could prove more important than the market initially realised.

At the centre of the announcement is Remplir, Orthocell’s nerve repair product, which continues to deliver strong clinical outcomes.

Strong treatment success rate

Orthocell reported an overall treatment success rate of 89.7% across 66 patients and 78 procedures, based on its ongoing real-world evidence study. That’s a strong headline number with solid supporting evidence.

In motor nerve repair procedures, more than 90% of procedures resulted in functional muscle recovery. Meanwhile, in nerve decompression procedures (which are typically used to treat chronic pain, numbness, and tingling) 89% of patients experienced significant improvement or complete relief.

Importantly, these results were achieved across a broad patient group, covering different types of nerve injuries and age ranges. That kind of consistency suggests the product’s effectiveness isn’t limited to narrow use cases.

Just as critical is the safety profile. The study reported no post-treatment complications or adverse effects, reinforcing confidence for surgeons considering adoption.

Why this matters

For investors the focus is on what this means commercially.

Orthocell is already seeing growing adoption, with more than 300 surgeons across over 220 hospitals in Australia using Remplir. Early traction is also building in the US, including procedures within a Department of Defense hospital network.

These are all emerging signs of real value being created which can hopefully translate into repeat usage, broader adoption, and ultimately, strong revenue growth.

Orthocell is now pushing into larger markets, with US expansion underway and Europe and the UK firmly in its sights. Regulatory approval in those regions is targeted for 2026, which could significantly expand its addressable market.

If the current clinical outcomes continue to hold and surgeon adoption keeps building, Orthocell may be moving closer to that key inflection point where a promising product becomes a scalable commercial business.

Foolish bottomline

Orthocell’s latest update strengthens the case that Remplir can be widely adopted. For investors, that’s a critical datapoint and if momentum continues, this could be the early stages of a much larger growth story.

The post This ASX biotech hit a 90% success rate. Can it unlock commercial growth? appeared first on The Motley Fool Australia.

More reading

• Are Orthocell shares a buy after crashing 7% yesterday?
• Orthocell caps 26% surge this week with first US Military Surgery
• Orthocell shares soar 22% on landmark US breakthrough

Motley Fool contributor Kevin Gandiya has no positions 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 Orthocell. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are searching for ASX bank shares to buy, then read on.

That’s because analysts have named one to buy and two to sell this week, courtesy of The Bull.

Here’s what they are recommending:

Commonwealth Bank of Australia (ASX: CBA)

Analysts at Morgans are bearish on CBA shares and have named them as a sell this week.

The broker has concerns over its valuation and believes there are better opportunities elsewhere. It said:

CBA is Australia’s strongest major bank, with a leading retail franchise and consistent profitability. However, the market fully recognises these strengths. The shares were recently trading at a significant premium, leaving limited upside as interest rate benefits fade and competition increases. While the business remains high quality, future returns are likely to be more modest, in our view. With the company’s valuation pricing in a lot of good news, we see better value elsewhere, supporting a sell view.

Westpac Banking Corp (ASX: WBC)

Morgans is also recommending Westpac shares as a sell this week.

While the broker has been pleased with its business simplification progress, it isn’t enough to justify a more positive stance. This is especially the case given how growth drivers are limited in the current environment. It explains:

Westpac has made progress simplifying its business, but returns continue to lag peers. Growing revenue is a challenge in a competitive and mature banking market, while execution risk persists. Cost control and balance sheet strength offer some support, but growth drivers are limited in a slowing credit environment. The valuation doesn’t offer a clear margin of safety given these challenges. Income may appeal to some investors.

Macquarie Group Ltd (ASX: MQG)

One ASX share that is in favour is investment bank Macquarie. MPC Markets has named it as a buy this week.

It likes the company due to its strong track record and potential to outperform in the volatile markets we are experiencing at present. It said:

This global financial services company operates in more than 30 markets. Businesses include asset management, banking and financial services and commodity and global markets. Its diversification appeals to investors, particularly in volatile markets.

The trading desk has been a driver of growth in previous years and we suspect it will feature prominently at the company’s full year results due in May. The shares have surged from $191.53 on March 4 to trade at $229.95 on April 23. We believe the company’s outlook is bright. The company’s solid track record has stood the test of time.

The post Experts name 1 ASX bank share to buy and 2 to sell        appeared first on The Motley Fool Australia.

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• Buy, hold, sell: Sigma Healthcare, Macquarie, Santos shares
• Buy, hold, sell: Macquarie, Boss Energy, CBA shares
• Buy, hold, sell: Goodman Group, BHP, Westpac shares
• Experts name 3 ASX 200 shares to sell now

Fetching Disclosure…

AML3D Ltd (ASX: AL3) shares are falling with the market on Tuesday.

At the time of writing, the ASX defence stock is down 2.5% to 20 cents.

The good news is that Bell Potter believes this could have created an incredible buying opportunity for investors.

In fact, the broker thinks that the 3D printing technology company’s shares could double in value from current levels.

What is Bell Potter saying about this ASX defence stock?

Bell Potter notes that the company released its third-quarter update earlier this week and revealed that momentum continues to build. It said:

AL3 continues to build momentum across installed capacity, system sales and parts manufacturing. An additional $12.5m in orders were placed during Q3 FY26 resulting in $20m orders year-to-date and on top of $9m in orders on hand at the beginning of FY26. Quarterly order additions included a Newport News Shipbuilding order of $9.9m for 4 ARCEMY systems and the US Navy $2.6m order for submarine components. AL3 is continuing its investments to double capacity in the US, grow its UK-Europe presence and continue its research and development push in Australia.

The broker highlights that demand for its systems from the US Navy will be key and was pleased with a recent appointment to support that relationship. It adds:

AL3 recently appointed a new US defence advisor Larissa Smith, former Director of Additive Manufacturing for the US Navy. In July 2025, AL3 announced receipt of a Letter of Intent from the US Navy which identified its Wire Additive Manufacturing technology as critical to meet demand and forecast the need for 100 WAM system installations. The LOI also identified around 400 components for the US Navy Maritime Industrial Base capable of being produced by WAM technology in 2026, increasing to 1,600 components by 2030.

Potential to double

According to the note, the broker has retained its speculative buy rating and 40 cents price target on the ASX defence stock. This is double its current share price of 20 cents.

Commenting on its recommendation, Bell Potter said:

AL3’s technology is particularly suited to maritime applications, giving it strong leverage into demand growth from the US Navy’s Maritime Industrial Base and the US SHIPS Act. Over FY26-27, we expect AL3 to increase deployment of ARCEMY systems to the US and Europe, increase prototyping activity and ultimately commence commercial scale production of components.

There is potential for the Navy LOI to expand beyond the Maritime Industrial Base to land-based assets. AL3 will also look to deploy its technology into non-defence sector industrial manufacturing.

The post Why Bell Potter says this ASX defence stock could rocket 100% appeared first on The Motley Fool Australia.

More reading

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

Shares in Clinuvel Pharmaceuticals (ASX: CUV) rose around 3% after the company provided an update on its plans to uplist to the US based Nasdaq stock exchange.

The Nasdaq is the second largest stock exchange in the world (after the New York Stock Exchange) and one that has a reputation for providing a platform for some of the world’s most innovative companies including NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOG / GOOGL) and Microsoft (NASDAQ: MSFT).

A step closer to the US market

Clinuvel confirmed it is continuing discussions with the US Securities and Exchange Commission (SEC) as part of its plan to upgrade its American Depository Receipt (ADR) program from Level I to Level II and list on the Nasdaq.

The company has already gone through multiple rounds of feedback with the SEC and expects the review process to conclude before the end of the 2026 financial year. If successful, Clinuvel would trade on the Nasdaq under a new ticker, opening the door to a deeper pool of institutional capital.

Why this matters

A Nasdaq listing gives greater visibility, liquidity, and provides access to specialist healthcare investors who are often more familiar with biotech business models.

In a sector where funding and sentiment often go hand in hand, that visibility can be valuable for Clinuvel in the event of future capital raises.

Still, investors should keep expectations grounded. Firstly, uplisting alone doesn’t change the business fundamentals overnight, the company still needs to bring its vision to life with strong execution.

Secondly, it’s not a done deal. The company was clear that the process remains subject to regulatory approval and there is no guarantee the uplisting will proceed or occur within the expected timeframe.

Foolish bottom line

Clinuvel has a commercial product in SCENESSE®, which is approved in multiple markets including the US and Europe. The next phase of its story includes greater commercialisation and expanding its investor base.

A Nasdaq listing could elevate the company’s profile and open new doors, but strong business execution is still required.

After all, despite today’s modest gain, the stock is still down around 27% year to date. It’s a reminder that sentiment can shift quickly, and that investors are still waiting for a clearer growth narrative to emerge.

The post This ASX biotech is pushing for a Nasdaq listing. Could it reignite investor interest? appeared first on The Motley Fool Australia.

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Motley Fool contributor Kevin Gandiya has positions in NVIDIA, Alphabet and Microsoft. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Microsoft, and Nvidia. The Motley Fool Australia has recommended Alphabet, Microsoft, and Nvidia. 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% lower as the market endures its sixth consecutive session in the red.

Despite volatile market conditions in 2026, brokers have signalled growing confidence in three ASX 200 shares this month.

The following stocks have just been upgraded to consensus strong buy ratings by the experts.

Let’s check them out.

Life360 Inc (ASX: 360)

The Life360 share price is $20.28, down 3.8% today.

Over the past six months, this ASX 200 tech share has lost 59% of its market valuation.

The substantial decline came amid a broader tech sector rout that ran from late August to 30 March this year.

Since the turnaround began on 31 March, Life360 shares have risen 11.8%.

Life360 was elevated to a consensus strong buy rating on the CommSec platform last week.

Bell Potter has a buy rating on Life360, with analyst Christopher Watt commenting (courtesy The Bull):

The company offers a compelling growth story driven by its unique position at the intersection of safety, connectivity and subscription-based monetisation.

The integration of hardware and software ecosystems provide options for further monetisation, while operating leverage is beginning to emerge.

Given strong top line momentum, expanding margins and the recent sell-off in line with the broader technology sector, Life360 presents an attractive risk-reward profile, particularly at current levels.

Bell Potter has a 12-month price target of $35.50 on Life360 shares. This implies a potential 75% capital gain ahead.

Capstone Copper Corp CDI (ASX: CSC)

The Capstone Copper share price is $11.80, down 1% today.

In the year to date (YTD), this ASX 200 copper share has fallen 19%.

Capstone Copper reached a consensus strong buy rating on CommSec earlier this month.

Morgans is buy-rated on Capstone Copper shares but trimmed its price target from $16 to $15.40 this month.

This still implies a potential 31% upside ahead.

In a note, Morgans says:

We have adjusted our CY26 production forecasts to better reflect the phasing of maintenance across assets and a revised production mix between cathode and sulphide output at Mantos Blancos and Mantoverde.

Net these changes our target price moves to A$15.40ps (previously A$16ps) and we maintain our BUY rating.

Genesis Minerals Ltd (ASX: GMD)

The Genesis Minerals share price is $6.31, down 1.8% today.

In the YTD, this ASX 200 gold share has fallen 14% while the value of the yellow metal has risen 8.7%.

Genesis Minerals reached a consensus strong buy rating on CommSec earlier this month.

Bell Potter is buy rated with a 12-month share price target of $9.90.

This implies a potential 57% capital gain ahead.

In a new note this month, the broker said:

We see GMD as undervalued relative to peers, with significant growth potential.

The 3Q result demonstrated cost discipline in a challenging environment.

The post 3 ASX 200 shares just upgraded to strong buy — here’s what the brokers are saying appeared first on The Motley Fool Australia.

More reading

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• This ASX gold stock just smashed records, so why is it down?
• Greatland Resources posts record March quarter cash build and gold-copper resource growth
• Beach Energy lifts production in Q3 FY26, updates outlook
• Reliance Worldwide resets FY26 outlook, updates on tariffs and Middle East

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