Tag: Stock pick

With the gold price hovering near US$5,000 per ounce, gold miners are currently generating significant cash from their operations.

In light of this, many ASX 200 gold stocks have rallied strongly over the past 12 months.

But that doesn’t mean there aren’t any good investment opportunities in the industry.

For example, the three stocks listed below have been named as buys by brokers today. Here’s what they are recommending:

Alkane Resources Ltd (ASX: ALK)

Bell Potter thinks Alkane Resources could be an ASX 200 gold stock to consider. This morning, it put a buy rating and $2.10 price target on its shares.

It likes the company due to its multi-mine exposure in attractive jurisdictions. It commented:

ALK offers multi-mine gold and antimony exposure across three attractive jurisdictions, a strong balance sheet and an operating platform focused on organic and inorganic growth options. Our Target Price lifts 8% to $2.10/sh. Valuation metrics are undemanding and we retain our Buy recommendation.

Newmont Corporation (ASX: NEM)

Another ASX 200 gold stock that has been given the thumbs up is Newmont. This morning, Morgans put a buy rating and $208.00 price target on its shares.

It was pleased with its strong quarterly result and believes it demonstrates the quality of the company. The broker explains:

Strong beat and capital returns increased: NEM delivered a strong beat across multiple operating and financial metrics, while completing its US$6bn buyback and announcing a further US$6bn program. The result reinforces NEM’s positioning as a high-quality, cash-generative gold producer with strong balance sheet flexibility and increasing capacity to return capital to shareholders. Maintain BUY rating with a A$208ps target price.

Regis Resources Ltd (ASX: RRL)

Analysts at Morgans have also upgraded this ASX 200 gold stock to a buy rating with a $10.07 price target.

The broker made the move in response to a stronger than expected quarterly update and recent share price weakness. It thinks the latter makes Regis Resources shares undervalued now. It explains:

Gold sales of 89.1koz at an AISC of A$2,807 beat our expectations whilst performing in line with company guidance, delivering revenue of A$622m at an average realised price of A$6,977/oz. RRL continues to build a substantial cash balance, adding an additional A$198m bringing the total to A$1.12bn. Replenished ounces with group MRE exceeding 10% yoy resource growth underpinning future production. We upgrade to BUY (from HOLD) following recent weakness across the gold sector which we believe has uncovered value in RRL underpinned by attractive immediate term cash generation paired with a structured capital management framework.

The post 3 top ASX 200 gold stocks brokers say are buys now appeared first on The Motley Fool Australia.

More reading

• How high does Macquarie think Newmont shares will go?
• Leading brokers name 3 ASX shares to buy today
• Are these ASX materials stocks a buy, hold or sell according to Morgans?
• Bell Potter just upgraded its outlook on this ASX materials stock tipping 30% upside
• 5 things to watch on the ASX 200 on Monday

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.

Newmont Corp (ASX: NEM) shares have returned almost 100% over the past 12 months, but the team at Macquarie thinks shares in the ASX gold giant still have a way to run.

The Macquarie team has run the ruler over the company’s recent quarterly results and has a bullish share price target on the company, which we’ll get to shortly.

First, let’s look at what Newmont reported.

Strong cash generation

The gold and other metals producer said last week that it had produced 1.3 million ounces of gold for the first quarter.

Newmont Chief Executive Officer Natascha Viljoen said this led to the company “generating an all-time record US$3.1 billion in quarterly free cash flow, keeping us well on track to achieve our 2026 guidance”.

She added:

Supported by our enhanced capital allocation framework, we have doubled the size of our share repurchase program with an additional US$6.0 billion authorisation, following the full execution of our previous program, under which we repurchased US$2.4 billion of shares since the last earnings call. We look forward to building on this momentum in the second quarter and continue delivering sustainable returns to our shareholders.

As well as the gold produced in the first quarter, Newmont generated nine million ounces of silver and 30,000 tonnes of copper.

The company is guiding to full year production of 5.3 million ounces of gold at an all-in sustaining cost of US$1029 per ounce.

During the quarter Newmont generated US$3.8 billion in cash and delivered US$2.7 billion in shareholder returns through share buybacks and dividends.

Shares looking like good value

Macquarie said in its note to clients following the quarterly report that production and costs hit consensus estimates.

They noted that the company was exposed to higher oil prices, however.

As they said:

NEM’s CY26 guidance is based on US$70/bbl Brent oil prices and every US$10 increase is US$60m (or US$12/oz). Therefore, with oil at ~US$110/bbl, that would increase US$240m to NEM’s cost base (or US$48/oz) which equates to ~3% increase in NEM’s cost base.

Macquarie said management indicated there was only minor damage underground at Newmont’s Cadia mine following a minor earthquake.

Overall, Macquarie said it was a good result.

As they said:

1Q was exceptional and demonstrated the exceptional cash generation of the business. We believe the upsized share buyback demonstrates NEM’s commitment to capital return to shareholders (as opposed to looking to M&A).

Macquarie has a price target of $192 on Newmont shares compared with the current price of $166.19, implying potential upside of 15.5%.

Newmont also pays a modest dividend, currently yielding about 0.9%.

Newmont is valued at $169 billion.

The post How high does Macquarie think Newmont shares will go? appeared first on The Motley Fool Australia.

More reading

• 3 top ASX 200 gold stocks brokers say are buys now
• Are these ASX materials stocks a buy, hold or sell according to Morgans?
• 5 things to watch on the ASX 200 on Monday
• Why Newmont, PLS and Fortescue shares are grabbing headlines on Friday
• Why Newmont, Nuix, PLS, and Vulcan Energy shares are rising today

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.

With so many shares to choose from on the Australian share market, it can be difficult to decide which ones to buy. The good news is that brokers across the country are doing a lot of the hard work for you.

Three top ASX shares that leading brokers have named as buys this week are outlined below. Here’s why they are bullish on them:

Fortescue Ltd (ASX: FMG)

According to a note out of Macquarie, its analysts have retained their outperform rating on this iron ore miner’s shares with a trimmed price target of $22.00. This follows the release of a third-quarter update that revealed lower-than-expected costs and a stronger than anticipated balance sheet. While the Iron Bridge operation continues to weigh on its production, the broker remains positive on the investment opportunity here. This is particularly the case given the potential for its green energy initiatives to support its growth. The Fortescue share price is trading at $19.95 on Monday afternoon.

Regis Resources Ltd (ASX: RRL)

A note out of Morgans reveals that its analysts have upgraded this gold miner’s shares to a buy rating with a slightly improved price target of $10.07. This followed the release of a strong quarterly update, which revealed gold sales of 89.1koz at an AISC of A$2,807 per ounce. This was achieved with an average realised price of A$6,977 per ounce, which underpinned revenue of $622 million. Morgans notes that this was ahead of its expectations. In addition, the broker points out that Regis Resources generated cash of $198 million, which has helped take its cash balance above $1.1 billion. In light of this and recent share price weakness, it believes the Regis Resources shares are being materially undervalued by the market. The Regis Resources share price is fetching $7.43 at the time of writing.

Suncorp Group Ltd (ASX: SUN)

Analysts at Morgan Stanley have retained their overweight rating and $21.60 price target on this insurance giant’s shares. According to the note, the broker was pleased with Suncorp’s aggregate reinsurance cover. Morgan Stanley expects this to reduce earnings volatility and Suncorp’s cost of capital, which it believes should support a re-rating of its shares to higher multiples. As a result, the broker sees plenty of value in the company’s shares at current levels. The Suncorp share price is trading at $16.77 this afternoon.

The post Leading brokers name 3 ASX shares to buy today appeared first on The Motley Fool Australia.

More reading

• 3 top ASX 200 gold stocks brokers say are buys now
• Are these ASX materials stocks a buy, hold or sell according to Morgans?
• Here are the top 10 ASX 200 shares today
• Why Brainchip, Fortescue, IGO, and Life360 shares are tumbling today
• Why Newmont, PLS and Fortescue shares are grabbing headlines on Friday

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 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.

Speculation is rife that European Lithium Ltd (ASX: EUR) is a takeover target, with the company placing its shares in a trading halt following speculation in the media along those lines.

The Australian Financial Review has published an article saying that European Lithium has been in talks with the NASDAQ-listed Critical Metals Corp (NASDAQ: CRML), with which it is also a joint venture partner.

Major takeover premium

The AFR reports that a potential takeover is in the wings, priced at 58 cents per share, more than double the 28.5 cents per share at which the company last traded.

The takeover offer would value European Lithium at about $1.2 billion, well up on the $489.1 million it is valued at currently.

European Lithium was not giving much away in the announcement it made to the ASX on Friday.

As the company said:

The trading halt is requested pending an announcement relating to media speculation of a potential control transaction. The Company requests that the trading halt remain in place until the earlier of the commencement of normal trading on Tuesday, 28 April 2026 or until the release of an announcement in respect of the above matter. There is no other information necessary to inform the market about and the Company is not aware of any reason why the trading halt should not be granted.

The AFR is reporting that European Lithium already owns a stake of about 37.5% in the NASDAQ-listed company.

Projects moving forward

The companies also jointly own the Tanbreez rare earths project in Greenland, where they announced recently that the government had approved the transfer of the remaining 50.5% stake in the project to Critical Metals, bringing its holding to 92.5%, while European Lithium owns the remainder.

European Lithium Executive Chair Tony Sage said at the time:

This is a game-changing moment for Critical Metals and solidifies its position as the controlling stakeholder in one of the world’s largest rare earth deposits. The full support and approval of the Greenlandic Government has removed the most significant structural overhang on the Tanbreez Project and provides the clarity to advance the Tanbreez Project to production with confidence.” “We are now progressing with momentum, supported by advancing technical programs, strong metallurgical results, and engagement with our offtake partners. Tanbreez is no longer a future project — it is a project in development.

European Lithium’s other major asset is the Wolfsberg lithium project in Austria.

The post Is this ASX lithium stock a takeover target? Sure looks like it appeared first on The Motley Fool Australia.

More reading

• This ASX lithium stock just exploded 12%. Here’s what sparked it

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.

Life360 Inc (ASX: 360) shares are marching higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) location sharing software developer closed on Friday trading for $20.85. In early afternoon trade on Monday, shares are swapping hands for $21.17 apiece, up 1.5%.

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

Taking a step back, Life360 shares have underperformed the benchmark over the past 12 months, up 2.5% compared to the 9.6% one-year gains delivered by the benchmark index.

If you’ve been following along with the ASX tech company, you’ll know the stock was on tear right up until early October.

Indeed, on 3 October, Life360 notched a record closing high of $55.44 a share.

But not long after recording this all-time high, the stock got caught up in the broader global selling pressure that hit a lot of Software as a Service (SaaS) stocks.

Commonly referred to as the SaaSpocalypse, Life360 and many other SaaS stocks tumbled amid investors concerns that artificial intelligence, or AI, could replace a lot of the services these companies offer.

Which brings us back to our headline question.

With the ASX 200 tech stock down 61.8% from its October closing highs, is a recovery on the horizon?

Can life360 shares shake the AI blues?

MPC Markets’ Jonathan Tacadena recently ran his slide rule over Life360 shares (courtesy of The Bull).

“This information technology company provides a mobile networking safety app for families,” he noted.

Addressing the stock’s rebound potential from the past months’ AI-driven selldown, Tacadena said:

In our view, fears of artificial intelligence severely impacting software-as a-service companies are fading, and a lot of our preferred names have rebounded strongly. We expect Life360’s share price to recover further moving forward.

Connecting the dots, Tacadena issued a hold recommendation on Life360 shares.

He concluded:

Full year revenue in 2025 was up 32% on the prior corresponding period. It expects revenue growth in full year 2026 to be driven by its core subscription business and the scaling of its advertising platform.

What’s the latest from the ASX 200 tech stock?

Life360 reported its fourth quarter (Q4 2025) results on 2 March.

Highlights for the quarter included a 26% year-on-year increase in revenue to US$146.0 million.

The company also achieved strong earnings growth, with adjusted earnings before interest, taxes, depreciation and amortisation (EBITDA) of US$32.4 million up 53% from Q4 2024.

Turning to the balance sheet, the ASX 200 tech stock ended the quarter with cash, cash equivalents and restricted cash of US$495.8 million.

Life360 shares closed up 0.6% on the day of the results release.

The post Can Life360 shares recover from the AI fuelled sell-off? appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Pro Medicus, Life360, A2 Milk shares
• What are the best Australian shares to buy now to try and make a million?
• Why Brainchip, Fortescue, IGO, and Life360 shares are tumbling today
• Why I’d invest $2,500 in Life360 and Pro Medicus shares today
• Buy, hold, or sell? Life360, Iress, Lynas Rare Earths shares

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 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.

ASX healthcare stocks have largely disappointed in 2026. 

The S&P/ASX 200 Health Care Index (ASX: XHJ) is down more than 22% year to date. 

However, one exception has been the outperformance of Tetratherix Ltd (ASX: TTX). 

Company overview

Tetratherix engages in the development of a biostealth fluid matrix for regenerative medicine. 

The firm offers Tetramatrix as its primary product. It develops a biostealth fluid matrix that evolves regenerative medicine through the use of the firm’s Tetramatrix platform technology. 

Its share price has rocketed in 2026, up 42% since the start of the year. 

Last week, the company released a quarterly update.

Tetratherix reported a strong quarter, highlighting progress toward commercialising its Tegenix product via a global agreement with Henry Schein and expanding into precision medicine with its STEPP drug-delivery platform, including a lucrative R&D deal with Superpower. 

The company also advanced multiple clinical programs with positive tissue-healing results and expects FDA clearance for its bone regeneration technology later this year.

Morgans said the report reinforces that the ASX biotech company continues to tick off key milestones towards commercialisation.

What is Morgans’ latest view on this ASX healthcare stock?

According to Morgans, this ASX healthcare stock is making solid progress in line with previously stated timelines across each of its franchises. 

We remain focused on upcoming catalysts across the four franchisees including: FDA clearance for the bone regeneration product Tegenix and TegenEOS); clinical progress for the tissue spacing products (Tutelix and Optelex) and the tissue healing products (TetraDerm); and product supply in the precision medicine franchise (STEPP).

Updated price target 

In a recent note out of Morgans, the broker said it has made no changes to its forecasts. 

However, it has reduced its price target to $6.84 (previously $7.03). 

We maintain our SPECULATIVE BUY recommendation and expect the cadence of news flow to increase over the balance of the year.

At the time of writing, this ASX healthcare stock is trading for approximately $4.71. 

Based on the updated price target from Morgans, this indicates a further upside of approximately 45%. 

Foolish Takeaway 

It’s worth noting that investing in biotech stocks can come with big upside, but equal risk. 

Many of these types of companies are early-stage or pre-revenue, meaning their valuations often hinge on clinical trial results, regulatory approvals, or breakthrough announcements. 

On the flip side, successful outcomes can lead to rapid share price appreciation, making the sector attractive to investors willing to tolerate volatility.

The key is understanding that this space is driven more by binary outcomes and sentiment than steady earnings, so diversification and careful research are essential to managing the risk/reward balance.

As Morgans correctly pointed out, FDA clearance and clinical progress will be key factors to monitor for this ASX healthcare stock. 

The post Already up 42% this year, Morgans says this ASX healthcare stock can continue to rocket appeared first on The Motley Fool Australia.

More reading

• This ASX biotech stock could deliver 40%-plus returns Morgans says

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 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.

IperionX Ltd (ASX: IPX) shares are climbing on Monday after the titanium developer released its March quarter update.

At the time of writing, the IperionX share price is up 6.50% to an intraday high of $4.345. By comparison, the S&P/ASX 300 Index (ASX: XKO) is down 0.2% to 8,704 points.

Here’s a closer look at what came through for the 3 months to 31 March.

What happened during the quarter?

The main change this quarter is that the company is now running its Virginia Titanium Manufacturing Campus around the clock.

According to its release, it has moved past the testing phase and is now producing titanium more consistently, with both of its key technologies in use.

Titanium powder output increased across the quarter, reaching around 4.2 metric tonnes in March. That equates to roughly 50 tonnes per year on an annualised basis.

While still early, volumes are moving in the right direction as the systems move towards a steady run rate.

The company is targeting around 200 tonnes per year of titanium powder capacity by the end of CY2026.

Capacity expansion continues

Alongside the production ramp, the company is adding more capacity across its manufacturing process.

A new 300-ton SACMI press, used to shape titanium powder into solid parts, was commissioned during the quarter. This should help produce more complex components and lift output.

In addition, hydrogen sintering furnaces (HSPT), part of its process for turning powder into finished metal products, are scheduled for commissioning in the June quarter. These are expected to reduce bottlenecks and increase production further down the line.

Additional equipment is also being installed to expand powder metallurgy capability and support higher volumes over time.

Early commercial activity building

Customer activity is still in the early stages, with most work focused on testing, approvals, and small production runs.

Management noted growing interest across aerospace, defence, automotive, and consumer markets.

The company is focusing first on higher-value titanium parts. These products should carry better margins if production continues to scale.

Several customer programs are moving through testing and early production. However, larger orders still depend on customer approvals and product qualification.

IperionX also flagged increased demand for spherical titanium powders. These are mainly used in 3D printing and advanced manufacturing.

Strong US support and balance sheet

IperionX continues to benefit from US Government backing tied to domestic supply chain development.

During the quarter, the company progressed work under multiple programs, including the Industrial Base Analysis and Sustainment (IBAS) award.

Cash at the end of the period stood at US$48.2 million. The company also has access to additional government funding through reimbursable programs.

Based on current plans, management expects to finish FY2026 with cash in the range of US$36 million to US$40 million.

The post Why this $1.5 billion ASX stock is jumping 6% today appeared first on The Motley Fool Australia.

More reading

• IperionX ramps up 24/7 titanium production in March 2026 quarterly update
• Why is this temperamental ASX stock surging 11% today?
• Here are the top 10 ASX 200 shares today
• These were the worst-performing ASX 200 shares in March
• 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.

West African Resources Ltd (ASX: WAF) has had strong news flow over the past week, with the ASX gold company reporting a large cash balance in its most recent quarterly and an important transaction relating to one of its assets.

The analyst team at Canaccord Genuity has taken the opportunity to run the ruler over the company in the wake of these announcements, and has a speculative buy recommendation on the stock, as well as a bullish share price target, which we’ll get to shortly.

Major transaction

Firstly, let’s have a look at what has been announced in recent days.

At the beginning of last week, the company announced that the Burkina Faso Government would acquire another 25% of its Kiaka operations for $175 million, taking its stake to 40%.

This was good news for shareholders, with West African Resources saying it would distribute the money to shareholders by way of a special dividend.

Interestingly, West African Resources Executive Chair Richard Hyde said the company was also looking at ways it could potentially partner on other projects with the government’s Société de Participation Minière du Burkina Faso (SOPAMIB).

Also, last week, West African Resources released its quarterly report, in which it divulged it had a record cash balance of $847 million, while gold production in the quarter had come in at 107,728 ounces.

Mr Hyde said regarding the quarterly results:

With quarterly production of 107,728 ounces gold at an AISC (all-in sustaining cost) of US$1,921/oz from our two large low-cost gold production centres of Sanbrado and Kiaka in Burkina Faso and based on our planned production profile for 2026, WAF is on-track to achieve annual production guidance of 430,000 – 490,000 ounces of gold at an AISC below US$1,900/oz. WAF is on an exciting growth trajectory, and we continue to create value through the drill-bit with a US$20 million exploration budget and more than 100,000 metres of drilling planned at our Sanbrado and Kiaka production centres and surrounding exploration areas in 2026.

Shares looking cheap

The Canaccord Genuity team said they had increased their share price target for the company from $6.70 to $7, “with a partial unwinding of risk and change in equity ownership”.

That implies upside of more than 100% from the current share price of $3.20.

They added:

The market may take some time to digest this equity update and may apply some initial … negativity, but over the coming weeks we think the company could trade up following relief that this issue is behind WAF and the impact is less than previously feared.

West African Resources is valued at $3.68 billion.

The post How high could shares in West African Resources go according to Canaccord Genuity? appeared first on The Motley Fool Australia.

More reading

• What did ASX gold shares Regis Resources, Perseus, and West African report today?
• West African Resources posts record cash, strong Q1 gold output
• Why are West African Resources shareholders celebrating today?
• Up 59% in a year, why is this $3.8 billion ASX 200 gold stock sinking today?
• After new production guidance, how high could this ASX gold stock go?

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

The WiseTech Global Ltd (ASX: WTC) share price has been under pressure again this year.

At around $43.31, the share price is well below where it has traded in the past. That has brought valuation back into focus, especially for a company that has often traded at a premium.

When I look at it now, I think the investment opportunity is becoming even more compelling.

Here is why I believe there could be upside from here.

The valuation looks very different now

WiseTech has historically been an expensive stock.

That has often made it difficult to justify buying, even with strong growth. But at current levels, that has changed.

Based on CommSec consensus estimates, the company is expected to generate earnings per share of 81.8 cents in FY26, $1.27 in FY27, and $2.30 in FY28.

That puts the stock on around 34x FY27 earnings and closer to 19x FY28 earnings.

For a business with that kind of expected earnings growth, that is a very different starting point compared to where it has traded in the past.

To me, it is that combination of a lower multiple and strong earnings growth that makes the upside case more compelling.

The platform is still expanding

One of the things I think gets lost in the recent weakness is how much WiseTech has built.

Its CargoWise platform is deeply embedded in global logistics and supply chains. It is not a simple piece of software that can be easily replaced.

The company now serves more than 22,000 logistics companies across 193 countries, including many of the largest global freight forwarders.

That kind of scale is important. Once customers are integrated into the system, switching becomes difficult. That creates a level of stickiness that supports long-term growth.

It is also expanding its reach. The acquisition of e2open has significantly increased its network, connecting hundreds of thousands of enterprises across global trade and supply chains.

That broadens its opportunity and strengthens its position.

AI could strengthen, not weaken, the business

Artificial intelligence (AI) is one of the biggest questions around WiseTech right now. For some investors, it is seen as a potential threat. For management, it appears to be the opposite.

The company is embedding AI across its platform to improve automation, decision-making, and efficiency for customers.

It is also using AI internally to drive productivity and reduce costs, with plans to reshape parts of the organisation over time.

What stands out to me is how this fits with its existing model. WiseTech is moving towards a transaction-based commercial model, where revenue is tied more closely to the value delivered rather than the number of users.

If AI increases automation and throughput, that could actually enhance the value of the platform rather than reduce it.

Management alignment matters

Another small but telling signal is insider activity. The CEO recently purchased shares on-market, investing around $1 million of his own capital.

That does not guarantee anything.

But I do think it is worth noting when management is willing to buy shares after a period of weakness.

It suggests confidence in where the business is heading.

Foolish Takeaway

The WiseTech share price is no longer priced the way it once was.

The valuation has come back, even as the business continues to expand its platform, integrate acquisitions, and invest in AI.

There are still uncertainties, particularly around how the industry evolves and how AI plays out.

But with earnings expected to grow strongly through FY27 and FY28, I think the balance between risk and potential upside is starting to look more attractive than it has in some time.

The post Why I think the WiseTech share price has plenty of upside appeared first on The Motley Fool Australia.

More reading

• Why Cochlear, Karoon Energy, Origin Energy, and WiseTech shares are falling today
• These ASX 200 shares could rise ~40% to 80%
• Brokers name 3 ASX shares to buy right now
• 2 top ASX shares down over 50% to buy now
• 3 stellar ASX growth shares to buy now with 30% to 70% upside

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

BHP Group Ltd (ASX: BHP) shares are edging higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) mining giant closed on Friday trading for $56.10. During the Monday lunch hour, shares are swapping hands for $56.15 apiece, up 0.1%.

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

Taking a step back, BHP shares have gained 49.0% over the past 12 months, smashing the 9.6% one-year gains posted by the benchmark index.

And that’s not including the two fully franked dividends the miner paid to eligible stockholders over this period. BHP stock trades on a 3.5% fully franked trailing dividend yield.

Which brings us back to our headline question.

BHP shares: Buy, hold or sell?

Morgans’ Damien Nguyen recently analysed the outlook for the Aussie mining giant (courtesy of The Bull).

“BHP provides diversified exposure to iron ore, copper and future-facing commodities, backed by a strong balance sheet and disciplined capital management,” Nguyen said.

The ASX 200 miner gets the bulk of its earnings from digging up and selling iron ore and copper.

“Copper offers long term appeal through electrification, while iron ore continues to drive near term earnings,” Nguyen noted. “However, results remain sensitive to global growth and Chinese demand.”

Summarising his recommendation on BHP shares, he pointed to the miner’s passive income and relative stability as reasons to hold the stock.

According to Nguyen:

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.

What’s the latest from the ASX 200 mining stock?

BHP released a nine-month performance update last week, on 22 April.

BHP shares closed up 1.2% on the day with the miner reporting a 2% year-on-year increase in iron ore production to 197 million tonnes. BHP achieved record production at the its integrated Western Australia Iron Ore (WAIO) systems.

Although the miner’s copper production of 1.46 million tonnes was down 3% from the same nine-month period in FY 2025, BHP reported a 31% year on year increase in its average realised copper price to US$5.47 per pound.

On the leadership front, the board confirmed that Brandon Craig, current president Americas, will take over as CEO on 1 July, with outgoing CEO Mike Henry stepping down after six and a half years in the top role.

Henry said:

From 1 July 2026, Brandon Craig will assume the role of CEO, taking BHP forward from a strong position with reliable operations and a significant pipeline of copper and potash growth projects, to deliver long term value through the cycle.

The post Up 49% in a year, should you buy BHP shares for their ‘stability and income’? appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Goodman Group, BHP, Westpac shares
• 5 things to watch on the ASX 200 on Monday
• 3 reasons to buy BHP shares now and hold for the next decade
• Want to fast-track retirement? These ASX ETFs could get you there
• 3 ASX 200 blue-chip shares I’d buy with $5,000 in May

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