Tag: Stock pick

  • Why is this ASX share crashing 97% today?

    A man stands in front of a chart with an arrow going down and slaps his forehead in frustration.

    Opthea Ltd (ASX: OPT) shares have returned to trade with an almighty thud on Wednesday.

    The ASX biotech share resumed trading today after being suspended for more than a year, from March 2025 to June 2026.

    Unfortunately for its frustrated shareholders, the ASX share is down a massive 97% to 1.8 cents at the time of writing.

    Why is this ASX share crashing?

    Investors have been selling in response to the failure of an important clinical trial last year and a major reset of the business after a long suspension and strategic review.

    Opthea has announced that it is relaunching with a new strategy focused on OPT-302 as a potential treatment for lymphangioleiomyomatosis (LAM).

    LAM is a rare, chronic lung disease that primarily affects women. The company believes OPT-302 could have a role because the disease is associated with elevated VEGF-C and VEGF-D signalling, which OPT-302 is designed to inhibit.

    This represents a significant change in direction for Opthea from its original focus of retinal diseases.

    What is the new plan?

    The ASX share is planning a staged development program over around 18 months.

    The first stage is already underway and focuses on preclinical biology and inhalation studies. This includes testing whether OPT-302 can be delivered through a nebulised formulation for use in the lungs.

    If that work is successful, the company may move into early human studies to assess tolerability and whether the drug affects the relevant biological pathways.

    A third stage would then test OPT-302 in patients with LAM, looking for early signs of biological and clinical activity, including measures related to lung function.

    Opthea said progression between stages will be subject to board review and predefined scientific, operational, and capital allocation criteria.

    Funding position

    Opthea advised that it had $31.2 million in cash and cash equivalents at 31 March 2026.

    The company estimates that its LAM development program, together with corporate and operational costs, will require approximately $13.1 million over the 18-month period following reinstatement to the ASX.

    This suggests the company believes it has enough working capital to pursue its stated objectives for at least 18 months.

    Name change proposal

    The ASX share has also announced plans to change its name to Ceryvyn Therapeutics.

    It notes that this proposed name change is intended to reflect the company’s new strategic focus and future development direction.

    Opthea’s executive chair, Dr Jeremy Levin, said:

    Opthea is relaunching with a focused strategy centered on OPT-302 and a clear objective: to evaluate a differentiated, mechanism-driven therapeutic opportunity in LAM while leveraging the Company’s substantial existing development, manufacturing and clinical infrastructure.

    We believe this approach provides a highly capital-efficient pathway into an area of significant unmet medical need. LAM is a debilitating rare disease with limited treatment innovation and no approved therapies directly targeting aberrant VEGF-C and VEGF-D signaling, biological pathways strongly associated with disease progression and directly targetable by OPT-302.

    While Opthea is returning to market with a new plan, it remains an early-stage and high-risk biotech story.

    And judging by the share price reaction, they aren’t overly convinced with the change of direction.

    The post Why is this ASX share crashing 97% today? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Opthea right now?

    Before you buy Opthea shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Opthea wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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.

  • This beaten-up ASX stock just jumped 5%. Here’s why investors are buying again

    Magnifying glass in front of an open newspaper with paper houses.

    Ingenia Communities Group (ASX: INA) shares are having a strong session on Wednesday.

    After a difficult year for the stock, investors have responded well to the company’s latest business update.

    At the time of writing, the Ingenia share price is up 5% to $3.93.

    That gain gives shareholders some relief today. The stock is still down around 24% in 2026 and 32% over the past year.

    Let’s take a closer look.

    Guidance remains on track

    According to the release, Ingenia has reaffirmed its FY26 guidance.

    The company said it remains on track to deliver at the top end of its guidance range. That includes EBIT of $180.5 million to $188.7 million, representing growth of around 10% to 15% on FY25.

    Ingenia also expects underlying earnings per security (EPS) of 32.5 cents. That reflect an increase of roughly 5% to 10% on FY25.

    It seems that after a rough run for the stock, investors are taking some comfort from the guidance holding up.

    The company said its business continues to benefit from stable annuity-style cash flows across its land lease and rental communities.

    It is also seeing recurring income from tourism operations, while land lease development is expected to support future growth.

    Development pipeline keeps growing

    The development side of the update also gave investors something to work with.

    Ingenia said financial year-to-date sales are up 30% on the prior corresponding period.

    The group also has 428 deposits and contracts on hand, which are expected to underpin remaining FY26 settlements and future periods.

    Total FY26 settlements are now forecast to land between 560 and 575 homes.

    Management said construction programs remain on track, with current projects helping drive settlements across FY27 and FY28.

    Ingenia has also been adding to its longer-term development pipeline.

    Over FY26 to date, the company has contracted or settled close to 1,600 potential land lease lots across New South Wales, Victoria, and Queensland.

    Another 8 sites could add a further 2,200 lots, while 670 lots remain under due diligence.

    In total, this lifts Ingenia’s pipeline to more than 8,000 potential land lease lots.

    Rental income and holidays remain solid

    Furthermore, Ingenia pointed to steady recurring rental income across its core lifestyle, rental, and gardens portfolios.

    Occupancy remains high, sitting at 97% in Ingenia Lifestyle, 99% in Ingenia Rental, and 94% in Ingenia Gardens.

    The holiday business also appears to be holding up.

    Ingenia said Easter trading was resilient, with strong occupancy and rates. Forward bookings are also running 5% to 8% ahead of the prior year.

    Foolish bottom line

    Without doubt, Ingenia is still trying to tidy up parts of its portfolio.

    The company is looking to sell lower-growth assets, which is expected to release about $140 million in capital over the next 6 months.

    That could give the group more flexibility as it works through a larger development pipeline.

    The post This beaten-up ASX stock just jumped 5%. Here’s why investors are buying again appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Ingenia Communities Group right now?

    Before you buy Ingenia Communities Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Ingenia Communities Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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.

  • Down 30%: Does Bell Potter rate this ASX 200 stock as a buy, hold, or sell?

    An unhappy man in a suit sits at his desk with his arms crossed staring at his laptop screen as the PointsBet share price falls

    GrainCorp Ltd (ASX: GNC) shares have had a tough time in 2026.

    Since the start of the year, the ASX 200 stock has lost almost a third of its value.

    Is this a buying opportunity for investors? Let’s see what analysts at Bell Potter are saying about the grain exporter’s shares following their decline.

    What is the broker saying?

    Bell Potter notes that recent industry data has been released and it isn’t looking favourable for GrainCorp. It said:

    The ABARE Jun’26 east coast crop forecast implies a -27% YoY contraction in the east coast winter crop and a -19% YoY contraction in the southeastern canola crop.

    Winter East coast crop forecast: ABARE has issued a June 2026-27 east coast winter crop forecast of 23.8mt (vs. 27.2mt in the pcp and a R5YA of 24.2mt). The forecast is predicated on an acreage forecast of 10,370mHa (vs. Jun’24 of 12.0mHa and R5YA of 11.5mHa) and a yield forecast of 2.29t/Ha (vs. Jun’25 of 2.3t/Ha). The acreage forecast is a 7yr low and the yield projection is broadly comparable with the outcome experienced in similar years when the acreage was in the 10,000- 11,000mHa range.

    However, the broker highlights that this crop forecast is notoriously unreliable. It explains:

    The June forecast is historically the least accurate, on average it has underestimated the final crop size by ~5% over FY11-25 and in the past 5years has underestimated the final crop outcome by ~19%.

    Nevertheless, it has still reduced its profit expectations. The broker adds:

    NPAT changes are -1% in FY26e and -15% in FY27e reflecting lower crop receipts and lower canola crush volumes, offset in part by stronger crush margins. Our target price is $5.20ps (prev. $5.90ps) reflecting a view that with a drier bias GNC is likely to trade at a discounted multiple.

    Is this ASX 200 stock a buy, hold, or sell?

    According to the note, Bell Potter has retained its hold rating on GrainCorp’s shares with a reduced price target of $5.20.

    This is only marginally higher than the current share price of $5.05.

    Commenting on its investment thesis, Bell Potter said:

    In the June report we noted a seven year low in east coast winter crop acreage sown and a seven year low in southeastern (VIC/NSW/SA) canola production. Key months are now the August-September window, which are crucial for yield development in a potentially dryer backdrop.

    The post Down 30%: Does Bell Potter rate this ASX 200 stock as a buy, hold, or sell? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in GrainCorp right now?

    Before you buy GrainCorp shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and GrainCorp wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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.

  • 3 ASX 200 healthcare shares to buy while they’re on sale

    A group of people in a corporate setting do a collective high five.

    A severe sector-wide downturn has put ASX healthcare 200 shares under significant pressure this year driven by macroeconomic pressures, a weaker US dollar, rising inflation, higher cost-of-living, and regulatory uncertainty.

    The S&P/ASX 200 Health Care Index (ASX: XHJ) is the worst performing sector by far in 2026 and has significantly unperformed the broader index. The decrease has pushed many major ASX healthcare companies to multi-year lows.

    At the time of writing, the ASX 200 Health Care Index is down around 34% for the year to date and 47% lower than 12 months ago.

    For context, the wider S&P/ASX 200 Index (ASX: XJO) is largely flat for the year to date and 3% higher than this time last year.

    Sector wide declines might look concerning, but I think it presents a great opportunity for investors to buy into ASX 200 healthcare shares for cheap.

    Here are three stocks that I’d buy today, while they’re on sale.

    ResMed Inc (ASX: RMD)

    ResMed shares have fallen to a two-year low this week and are down 28% for the year so far. The global leader in sleep health was swept up in the general sector-wide ASX healthcare sell-off. Its latest third-quarter earnings update also came in softer than expected, which didn’t help lessen declining sentiment. But I think the ASX 200 healthcare share is now oversold and below fair value. Sleep disorders require long-term management, and as a global leader, ResMed has a powerful position in a large (and growing) market. According to Market Index data, brokers have a strong buy consensus on ResMed shares and tip a 67% upside to an average $43.38 target price, at the time of writing.

    Fisher & Paykel Healthcare Corporation Ltd (ASX: FPH)

    Fisher & Paykel shares have rebounded around 14% since hitting a two-year low in mid-May, but the shares have still got some more room to run before they return to 2025-levels. At the time of writing, the shares are still down around 6% for the year to date and they’re 11% lower than 12 months ago. Investors have been buying this medical device company’s shares following the release of its strong FY26 result last month, which showed investors that the business is sound. The ASX 200 healthcare company reported a 14% increase in total operating revenue and a 24% increase in NPAT. Brokers rate the shares as a strong buy and tip a potential 21% upside to an average $36.90 target price, at the time of writing.

    Pro Medicus Ltd (ASX: PME)

    Pro Medicus shares have rebounded around 21% since the health imaging technology company announced a new contract win. In late May, the ASX 200 healthcare company confirmed it has signed a five-year, A$28 million contract renewal with Allegheny Health Network (AHN). The increase has helped recoup some, but not all losses shed by the company over the past year. Pro Medics shares are still around 28% lower for the year to date and 43% below their trading price this time last year. The company’s US subsidiary also won two $40 million five-year contract renewals back in early March. It looks like we’ll see plenty more out of the company over the next 12 months, too. The majority of brokers rate the ASX 200 healthcare shares as a strong buy and tip an 18% upside to an average $188.51 target price, at the time of writing.

    The post 3 ASX 200 healthcare shares to buy while they’re on sale appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Fisher & Paykel Healthcare right now?

    Before you buy Fisher & Paykel Healthcare shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Fisher & Paykel Healthcare wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

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

  • Ingenia Communities affirms strong FY26 outlook and development pipeline

    A group of older people wearing super hero capes hold their fists in the air, about to take off.

    The Ingenia Communities Group (ASX: INA) share price is in focus as the company reaffirmed it expects to deliver its FY26 result at the top of its guidance, forecasting 10%–15% EBIT growth and a 5%–10% rise in underlying EPS on FY25. It’s also expanding its development pipeline, with over 3,400 new home sites acquired or secured in the second half.

    What did Ingenia Communities report?

    • FY26 settlements anticipated in the range of 560 to 575 homes, including joint ventures
    • EBIT guidance for FY26 set at $180.5 to $188.7 million, up 10% to 15% on FY25
    • Underlying earnings per share targeted at 32.5c to 34.0c, representing 5% to 10% growth
    • Development pipeline expanded to over 3,400 potential home sites acquired or secured in 2H26
    • Recurring income and occupancy remain high across lifestyle, rental, and gardens assets

    What else do investors need to know?

    Ingenia Communities is continuing to benefit from stable, annuity-style cash flows, drawing on its established land lease and rental homes, and cash from tourism operations. Year-to-date FY26 sales are up 30% on the prior period, while there are 428 deposits and contracts on hand, supporting both this year’s and future settlements.

    The group is also selling lower-growth assets to free up around $140 million in capital, which will be redeployed to support further development. Construction programs remain on schedule, with new projects started at sites across NSW, Victoria, and Queensland.

    What did Ingenia Communities management say?

    CEO John Carfi said:

    The Group is well positioned to deliver at the top of guidance and to navigate changing market conditions. The business is underpinned by a strong and stable revenue base from our established land lease and rental communities and resilient holidays performance. Long-term demand drivers – an ageing population, lack of housing supply and desire for affordable living – remain firmly in place, with the commencement of new projects providing a runway for settlements growth.

    A sale process for lower growth assets has commenced and is expected to release approximately $140 million in capital over the next six months, with a further update to be provided at the upcoming result.

    What’s next for Ingenia Communities?

    Ingenia expects to finalise the sale of non-core assets in the next six months, freeing funds to accelerate development and target ongoing growth. Its 5-Year Plan aims to achieve 10–15% compound annual growth in settlements to FY29, supported by a large pipeline of home sites and ongoing high occupancy across the portfolio.

    Management remains confident in stable demand drivers and will provide further detail with its full FY26 results due 25 August 2026.

    Ingenia Communities share price snapshot

    Over the past 12 months, Ingenia Communities shares have declined 32%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

    View Original Announcement

    The post Ingenia Communities affirms strong FY26 outlook and development pipeline appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Ingenia Communities Group right now?

    Before you buy Ingenia Communities Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Ingenia Communities Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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.

  • Guess which ASX All Ords gold stock is leaping higher today on more high-grade results

    A few gold nullets sit on an old-fashioned gold scale, representing ASX gold shares.

    The All Ordinaries Index (ASX: XAO) is up 0.3% today, with plenty of help from this surging ASX All Ords gold stock.

    The outperforming stock in question is Medallion Metals Ltd (ASX: MM8).

    Medallion Metals shares closed yesterday trading for 40.5 cents. In early morning trade on Wednesday, shares are changing hands for 43 cents apiece, up 6.2%.

    Here’s what’s grabbing investor interest.

    ASX All Ords gold stock jumps on historic drill results

    Medallion Metals shares are charging higher after the miner announced more high-grade gold results from the Lounge Lizard gold deposit, located within its Forrestania Gold Project in Western Australia.

    The latest results stem from the ASX All Ords gold stock’s ongoing evaluation of previously unreleased historical drilling at the deposit, conducted in the 1990s.

    Citing the two rounds of outstanding high-grade results from Lounge Lizard that it has already reported, the miner said the latest results give it a better understanding of the geological layout.

    Having integrated the legacy drilling from 212 drill holes into recently completed 3D geological modelling, Medallion Metals noted this will “greatly enhance” its exploration efforts moving forward in a system that remains open down-dip and along strike.

    Top results reported from the deposits included 11 metres at 6.94 grams of gold per tonne from 50 metres, and 3 metres at 13.5g/t Au from 17 metres.

    The ASX All Ords gold stock is aiming for an initial Mineral Resource Estimate (MRE) for the Forrestania Gold Project deposits in the third quarter of 2026. It noted the potential for mine life extensions beyond the current Feasibility Study.

    What did Medallion Metals management say?

    Commenting on the results boosting the ASX All Ords gold stock today, Medallion Metal managing director Paul Bennett said, “This latest phase of validation continues to strengthen our understanding of the Lounge Lizard mineralised system and the continuity of high-grade mineralisation beneath the historical open pit.”

    Bennett added:

    By integrating validated historical drilling with field mapping, the team has improved confidence in the updated geological interpretation across multiple lodes, with these results continuing to highlight the potential for additional high-grade ounces at Lounge Lizard.

    Importantly, Lounge Lizard is continuing to reinforce its potential to become a near term production source as we look to build the Forrestania production profile alongside other high-grade deposits across the project tenure with the ultimate objective of extending mine life and increasing production rates beyond those outlined in the Feasibility Study.

    With today’s intraday gains factored in, the Medallion Metals share price is up 43.3% since this time last year, outpacing the 3.5% one-year gains delivered by the All Ords.

    The post Guess which ASX All Ords gold stock is leaping higher today on more high-grade results appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Medallion Metals right now?

    Before you buy Medallion Metals shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Medallion Metals wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

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

  • Should I buy DroneShield shares after its US contract win?

    A young man looks like he his thinking holding his hand to his chin and gazing off to the side amid a backdrop of hand drawn lightbulbs that are lit up on a chalkboard.

    DroneShield Ltd (ASX: DRO) has given investors another reason to pay attention this week.

    On Tuesday, the counter-drone technology company announced that it has secured a contract supporting the mission of US Joint Interagency Task Force 401.

    The contract has an initial value of $19.3 million, with a further $5.6 million in options over a five-year period. It covers mobile and fixed-site counter-drone solutions, including hardware, subscriptions, warranties, and services.

    Why the contract is positive

    I think this contract is important for a few reasons.

    First, it adds revenue visibility. DroneShield expects at least $10 million of the initial value to be committed revenue for FY26, with the balance expected in FY27.

    Second, it shows the company is continuing to gain traction in the United States. That is a key market because defence, government, and critical infrastructure customers are increasingly focused on drone threats.

    Third, the contract includes more than just one product sale. It involves mobile and fixed-site systems, along with subscriptions, warranties, and services. I like that because it points to a broader solution rather than a simple equipment order.

    Counter-drone technology is not a one-and-done market. Threats change, software needs updating, customers need support, and systems need to remain effective as drones become cheaper, faster, and more capable.

    A growing defence need

    The main reason I like DroneShield shares is that the problem the company is solving appears to be getting more important.

    Drones are now a major part of modern conflict and security planning. They can be used for surveillance, disruption, targeting, and attacks. Outside the battlefield, they can create risks for airports, prisons, public events, critical infrastructure, military bases, and government sites.

    That creates demand for technology that can detect, track, identify, and defeat drone threats.

    DroneShield is positioned in that market through its sensing, electronic warfare, and command-and-control solutions. The company is also using artificial intelligence to improve its products and help customers respond to fast-changing aerial threats.

    There are risks to consider. Defence sales can be lumpy, contract timing can move around, and the share price can be volatile when expectations are high. Investors also need to watch competition, production capacity, margins, and execution.

    But I think the latest US contract supports the view that this is not just a speculative theme. Customers are committing meaningful capital to counter-drone capability.

    Would I buy DroneShield shares?

    Yes, I would buy DroneShield shares after this contract win.

    Not because one contract changes everything, but because it adds another piece of evidence to a larger growth story.

    The company appears to be gaining credibility with important customers, expanding in the US, and selling into a market where demand could keep rising as drone threats become more widespread.

    This is still a higher-risk ASX share. I would not treat it like a mature defence prime or a defensive blue-chip stock. But for investors comfortable with volatility, I think the long-term opportunity is compelling.

    Foolish Takeaway

    The US contract win is a positive development for DroneShield, but it is not the whole investment case.

    The real attraction is the direction of the market. Drones are changing how governments, militaries, and infrastructure operators think about security. That shift could create a long runway for companies with proven counter-drone technology.

    DroneShield still has plenty to prove as it scales. But this latest win suggests it is moving in the right direction. For patient investors who can handle the risks, I think the shares remain a buy.

    The post Should I buy DroneShield shares after its US contract win? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in DroneShield right now?

    Before you buy DroneShield shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and DroneShield wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    Motley Fool contributor Grace Alvino has positions in DroneShield. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield. 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.

  • Average superannuation balance at age 57 in 2026. How does yours compare?

    A happy elderly man wearing a red cape smiles as he jumps up like a hero from a massage table.

    Do you know if you have enough money in your superannuation account to retire in your 60s? Or how your superannuation compares to others the same age?

    Here’s a run-through of the average superannuation balance of Australians aged 57. 

    How does yours stack up?

    What is the average superannuation balance for Australian men aged 57?

    There aren’t exact figures, but brackets determined by the Association of Superannuation Funds of Australia (ASFA) provide a good guide.

    The data shows that the average Australian male aged 55 to 59 has around $319,743 in their super.

    What about the superannuation balance for women the same age?

    Women the same age have quite a lot less. The average balance for Australian women aged 55 to 59 is $242,945. That’s a gap of around $76,000.

    The lower balance is usually because women typically take time out of the workforce to raise children or work fewer hours. They also tend to have lower overall incomes.

    Is it enough to live a comfortable lifestyle when I want to retire?

    Here’s the bad news. Even if your superannuation is on track with the rest of the population around the same age, it might not actually be enough to retire on.

    Especially if you want to live a comfortable retirement lifestyle.

    ASFA retirement standard figures calculate that a comfortable retirement will cost single Australians approximately $54,840 per year. For couples, it’ll cost around $77,373.

    In order to afford that, singles will need a superannuation balance of around $630,000, and couples will need around $730,000. These figures assume you’ll also get a part-Age Pension payment.

    I’ve crunched the numbers, and Aussies aged 57 will need a superannuation balance of around $439,000 in order to meet that balance before retirement.

    You’ll note that this is up to $196,000 more than the balance of average Australians the same age.

    Do you have any tips to boost my superannuation balance before it’s too late?

    The good news is that, at age 57, there are still several things you can do to turbocharge your superannuation balance before you retire.

    My first advice is always to check that your super fund is performing well and that your investment strategy and risk profile match your own. There isn’t much use in adding additional funds until your super fund is working efficiently.

    Next is time to add extra contributions wherever you can. Individuals can make concessional (before-tax) super contributions, such as salary sacrificing, taxed at a reduced rate of 15% and up to an annual cap. You can also make after-tax payments within your annual limits. 

    Government contributions might also be available depending on your personal circumstances. There is a downsizer contributions rule, a bring-forward rule, a government co-contribution rule, and many others.

    If you’ve done all these things and your superannuation balance still doesn’t stack up, another option is to delay your retirement. If you think about it, retiring in your early 70s rather than mid-60s gives you an extra five or so years of income and compound growth.

    The post Average superannuation balance at age 57 in 2026. How does yours compare? appeared first on The Motley Fool Australia.

    Wondering where you should invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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.

  • These 3 ASX shares will deliver better than 5% dividend yields, Macquarie says

    Australian dollar notes in the pocket of a man's jeans, symbolising dividends.

    Depending on your investor profile, a strong dividend stream can be a good target to have.

    I’ve had a look at the research reports coming out of Macquarie and have selected three companies which the broker’s analyst team predicts will continue to pay strong dividend yields for the next couple of years at least.

    Not surprisingly, one is an infrastructure company, but the other two might be from less obvious sectors for steady payouts.

    Let’s have a look what they’re saying.

    APA Group (ASX: APA)

    This company is a gas pipeline operator, and hence its revenues and returns tend to be fairly stable over time.

    Macquarie said in its recent research note on the company that APA has highlighted that it expects further opportunities as coal exits the energy market, and from increasing demand from data centres.

    The broker also highlights the fact that the Federal Government’s gas reservation policy creates incentives for companies to develop new gas fields.

    The Macquarie team said:

    For APA the policy also includes an expectation the exporters ‘are pursuing commercial arrangements to overcome any infrastructure constraints that may otherwise prevent them supplying’. This should provide support for more pipeline investment medium term.

    Macquarie’s share price target on the company is $10.41, which is only slightly higher than the $10.13 price at the time of writing, but the broker is predicting a dividend yield of 5.7% this year, rising to 5.9% by 2028.

    EBOS Group Ltd (ASX: EBO)

    This company is, in its own words, “the largest and most diversified Australasian marketer, wholesaler and distributor of healthcare, medical and pharmaceutical products”.

    Macquarie actually has a very bullish price target on the stock in addition to the dividend yield which has brought it into this list.   

    EBOS in April downgraded its FY26 underlying EBITDA guidance to $610 to $620 million, down from a previous range of $615 to $635 million, due to higher fuel and energy costs.

    Macquarie said on the positive side of the ledger, a new First Pharmaceutical Wholesaler Agreement has been struck with the Federal Government, which will benefit EBOS’ Symbion division.

    Macquarie has a price target of NZ$36.44 on the stock compared with NZ$19.60 at the time of writing.

    The broker is forecasting a dividend yield of 5.9% for this year, rising to 6.9% by 2028.

    Nine Entertainment Co. Holdings Ltd (ASX: NEC)

    The Macquarie team said in their research note on Nine that they believed the advertising market could be approaching a cyclical low point, “with early signs of improved business confidence”.

    Macquarie added:

    Assuming inflation does not materially worsen versus expectations, we are optimistic on an improving ad market in FY27.

    The Macquarie analysts also noted that a new agreement requiring digital platforms to pay for news is likely to be struck in early FY27, which could also be a benefit for Nine, which owns titles such as the Australian Financial Review and The Age.

    Macquarie has a price target of $1.05 on the shares, compared with 93.5 cents at the time of writing, and is predicting a dividend yield of 6.4% this year, rising to 8% in 2028.

    The post These 3 ASX shares will deliver better than 5% dividend yields, Macquarie says appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Apa Group right now?

    Before you buy Apa Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Apa Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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 Apa Group and Macquarie Group. The Motley Fool Australia has recommended Nine Entertainment. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Qantas shares vs Virgin Australia shares: Which ASX airline stock would I buy?

    A woman ponders a question as she puts money into a piggy bank with a model plane and suitcase nearby.

    Qantas Airways Ltd (ASX: QAN) and Virgin Australia Holdings Ltd (ASX: VGN) shares give investors two different ways to invest in Australian aviation.

    I think both are worth watching, but my preference is clear.

    I would buy Qantas shares by far.

    Virgin has some appeal on valuation, but I think Qantas has the stronger business, broader earnings base, better dividend outlook, and more attractive long-term investment case.

    Virgin Australia shares look cheap

    Virgin Australia is the cheaper of the two airline stocks on headline earnings multiples.

    According to CommSec, consensus estimates point to earnings per share of 50 cents in FY26, 46.9 cents in FY27, and 54.4 cents in FY28.

    Based on a share price of $2.64, that puts Virgin on around 5 times FY26 earnings, 6 times FY27 earnings, and less than 5 times FY28 earnings.

    That looks inexpensive.

    Virgin also has a clearer position than it had in the past. The business is now more focused, and its role in the Australian market appears more disciplined. It has a well-known brand, exposure to domestic travel, and the potential to benefit if demand remains solid.

    However, I do not think the low valuation is enough to make it my preferred pick.

    Airline earnings can move quickly when fuel prices rise, competition increases, or demand weakens. A low price-to-earnings (P/E) ratio can look attractive, but it needs to be weighed against the quality and resilience of the earnings.

    The dividend outlook is also modest. CommSec estimates dividends per share of 5 cents in FY26 and 4.5 cents in FY27, implying dividend yields of around 1.9% and 1.7%.

    Virgin Australia may do well from here, but I think there is a better airline stock to buy.

    Why I prefer Qantas shares

    Qantas trades on a higher valuation, but I think it deserves to.

    CommSec estimates point to earnings per share of 98.4 cents in FY26, $1.16 in FY27, and $1.15 in FY28.

    Based on a share price of $9.21, that puts Qantas on around 9 times FY26 earnings and around 8 times FY27 and FY28 earnings.

    That is more expensive than Virgin, but I do not think it looks stretched for a business with Qantas’ advantages.

    The dividend outlook is also much stronger. CommSec forecasts dividends per share of 39.6 cents in FY26, 44.8 cents in FY27, and 56.2 cents in FY28. That implies forward yields of around 4.3%, 4.9%, and 6.1%.

    I would not treat an airline as a defensive dividend share. But if those forecasts are achieved, the income stream could become a meaningful part of the total return.

    What I like most about Qantas is the quality of the overall business.

    It has the premium Qantas brand, Jetstar for value-focused travel, a strong domestic position, international exposure, and a loyalty business that adds another layer to the investment case.

    That loyalty business is a major difference in my view. Frequent Flyer points, partners, financial products, retail offers, and customer engagement give Qantas ways to earn from its customer base beyond simply selling seats on planes.

    Qantas also has more strategic flexibility. Fleet renewal, network adjustments, premium travel, low-cost travel, loyalty, and capital management all give the group several levers to pull over time.

    Foolish Takeaway

    Virgin Australia may appeal to value-focused investors, but Qantas is the clear winner for me.

    I think its higher valuation is justified by the quality of the business, the strength of its brands, and the broader ways it can generate earnings over time.

    The share price will still be volatile at times. That comes with the airline sector. But for investors looking for the ASX airline stock to buy and hold, I think Qantas is comfortably the better choice.

    The post Qantas shares vs Virgin Australia shares: Which ASX airline stock would I buy? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Qantas Airways right now?

    Before you buy Qantas Airways shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Qantas Airways wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 20 Feb 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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 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.