Tag: Stock pick

The S&P/ASX 200 Index (ASX: XJO) is having a poor start to the week. In afternoon trade, the benchmark index is down 0.3% to 8,586.4 points.

Four ASX shares that are not letting that hold them back are listed below. Here’s why they are climbing:

Domino’s Pizza Enterprises Ltd (ASX: DMP)

The Domino’s share price is up over 2.5% to $21.93. This is despite there being no news out of the pizza chain operator on Monday. However, with its performance improving and speculation of a takeover by private equity, its shares have been pushing higher in recent weeks. The team at Morgans would be supportive of this buying. The broker recently put a buy rating and $25.00 price target on Domino’s shares.

Greatland Resources Ltd (ASX: GGP)

The Greatland Resources share price is up 11% to $8.41. This has been driven by the release of the gold miner’s feasibility study for its Havieron project. The release notes that its study confirms a pathway to a world-class, long-life, lowest quartile cost Australian gold-copper mine, leveraging existing infrastructure. Greatland’s managing director, Shaun Day, commented: “Today, we are delighted to deliver our Feasibility Study which confirms Havieron’s world-class quality and sets the pathway for its development into a long-life, low cost, leading Australian gold-copper mine that will integrate efficiently with the existing infrastructure at Telfer.”

Nextdc Ltd (ASX: NXT)

The Nextdc share price is up 1.5% to $13.80. Investors have been buying this data centre operator’s shares following the release of a trading update. Following recent customer contract wins, NextDC’s pro forma contracted utilisation has increased by 71MW or 29% since 30 June to 316MW. This means that NextDC’s pro-forma forward order book has increased by 53% to 205MW since 30 June. The company’s forward order book is expected to progressively convert to billings and revenue between now and FY 2029.

Unico Silver Ltd (ASX: USL)

The Unico Silver share price is up 17% to 69 cents. This appears to have been driven by news that the silver price has reached a record high. This bodes well for Unico Silver’s 100%-owned Joaquin Project in Santa Cruz, Argentina. The company recently released drilling results which revealed exceptional high-grade silver gold intercepts at three prospects. This latest gain by the devil’s metal means that it has now risen over 70% since the start of the year.

The post Why Domino’s, Greatland, NextDC, and Unico Silver shares are pushing higher today appeared first on The Motley Fool Australia.

More reading

• These ASX 200 shares rocketed 10%+ higher in November
• 2 ASX 200 tech stocks racing higher on big news
• These are the 10 most shorted ASX shares
• ASX 200 tech shares fight back after 10 weeks of decline
• 3 ASX growth shares that could be future giants

Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises and Nextdc. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Domino’s Pizza Enterprises. The Motley Fool Australia has recommended Domino’s Pizza Enterprises. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Not all S&P/ASX 200 Index (ASX: XJO) stocks are created equal.

As the performance charts from November clearly demonstrate.

Below we look at the four ASX 200 stocks you would have done really well to buy at market close on 31 October and hold onto throughout the month just past.

As a baseline, the ASX 200 slipped 3% over the month.

Aussie lithium miners blast off in November

You’ll notice a certain similarity between three of the top-performing ASX 200 stocks in November.

Namely, they all earn their keep by hunting for and producing lithium.

The miners all enjoyed strong tailwinds as the lithium carbonate price rocketed more than 16% in November to reach its highest levels in 17 months. This came as markets eyed potentially stronger demand growth for grid storage and EV batteries than previously forecast, particularly in China.

This helped propel Liontown Resources Ltd (ASX: LTR) shares from $1.18 on 31 October to end November trading for $1.44, up 22%. There has been no fresh price-sensitive news out from the miner since the company’s quarterly update, released on 28 October.

Down 0.7% today, Liontown shares are up 150% in 2025.

Rival Aussie lithium producer Pilbara Minerals Ltd (ASX: PLS) also enjoyed a stellar November.

Pilbara Minerals shares closed out October trading for $3.30 and ended November trading for $4.05 each. This put the Pilbara Minerals share price up 22.7% over the month, also without any fresh price-sensitive announcements.

Down 1.9% today, Pilbara Minerals shares are up 79.9% in 2025.

Moving on to the third top-performing ASX 200 stock in November, we find lithium miner IGO Ltd (ASX: IGO).

IGO shares ended October trading for $5.27 each and closed out November trading for $6.77 apiece. This put the IGO share price up 26.1% in the month just past, again without any new price-sensitive news out from the company.

Up 0.9% today, IGO shares have gained 40.5% in 2025.

Which brings us to…

The best ASX 200 stock to have bought and held in November

The top performing ASX 200 stock on my list for November is gaming company Light & Wonder Inc (ASX: LNW).

Light & Wonder shares closed on 31 October trading for $109.47. When the closing bell sounded on 28 November, shares were changing hands for $153 each. This saw the Light & Wonder share price up an impressive 39.8% over the month.

Up 1.6% today, shares in the gaming company have gained 11.4% in 2025.

The ASX 200 stock got a boost following a strong third-quarter results announcement.

Shares closed up 8.2% on 6 November following the release of the company’s Q3 earnings results.

Highlights catching ASX investor interest included a 78% increase in net income to $114 million.

And on the bottom line, adjusted net profit after tax and amortisation (NPATA) increased by 25% to $153 million.

The post The 4 best ASX 200 stocks to buy and hold in November revealed appeared first on The Motley Fool Australia.

More reading

• These ASX 200 shares rocketed 10%+ higher in November
• These are the 10 most shorted ASX shares
• Here are the top 10 ASX 200 shares today
• Why Catapult, Kingsgate, Light & Wonder, and Reece shares are storming higher today
• Here are the top 10 ASX 200 shares today

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

It was a difficult month for Aussie investors, with the S&P/ASX 200 Index (ASX: XJO) crashing 3% during the period.

Unfortunately, that decline wasn’t anywhere near as bad as what some ASX 200 shares recorded. Here’s why these shares fell 10% or more during November:

Bendigo and Adelaide Bank Ltd (ASX: BEN)

The Bendigo and Adelaide Bank share price was down 19.1% in November. This reflects weakness in the banking sector after the release of the results of an investigation by Deloitte into suspicious activity. The investigation, which was initiated by the bank, concluded that deficiencies existed regarding the bank’s approach to the identification, mitigation and management of money laundering (ML) and terrorism financing (TF) risk. The bank stated: “The Board is very disappointed with the findings and is fully committed to ensuring that the Bank undertakes the necessary enhancements to its systems, processes and frameworks to ensure it is fully compliant with its obligations.” In addition, the release of a disappointing first quarter update weighed on investor sentiment.

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price lost 11.2% of its value during the month. This was driven by the release of its first quarter result. CBA reported operating income growth of 3% and a 1% lift in cash net profit after tax to $2.6 billion. While not a bad result, it just wasn’t enough to justify its premium valuation. CBA’s CEO, Matt Comyn, also spoke cautiously about its outlook. He said: “We are closely watching the increased competitive intensity and implications across the financial system, and we will continue to adjust our settings as appropriate. The Australian economy remains resilient. Economic growth is recovering and disposable income is rising for many households. We remain focused on our strategy to build a brighter future for all.”

DroneShield Ltd (ASX: DRO)

The DroneShield share price had a month to forget in November and crashed 48.3% lower. The catalyst for this was news that insiders sold down their holdings. This includes its CEO, Oleg Vornik, who offloaded approximately 14.8 million shares through an on-market trade for a total consideration of $49.5 million. But it is worth remembering that he retains a significant amount of vested and unvested equity in the business. As a result, it is fair to say that his interests remain firmly aligned with shareholders.

TechnologyOne Ltd (ASX: TNE)

The TechnologyOne share price was a poor performer and sank 18.4% last month. This was despite the enterprise software company delivering another record full year result for FY 2025. In fact, TechnologyOne outperformed its guidance, announced a special dividend, and reiterated its 2030 $1 billion+ annualised recurring revenue (ARR) target. However, it seems that some investors were expecting even stronger ARR growth for the 12 months and were quick to hit the sell button.

The post Why these ASX 200 shares crashed 10%+ in November appeared first on The Motley Fool Australia.

More reading

• 2 ASX 200 tech shares to buy following sector sell-off
• These fantastic ASX 200 tech shares look far too cheap
• ASX 200 tech shares fight back after 10 weeks of decline
• 5 ASX 200 large-cap shares re-rated by Morgans
• What’s driving the dramatic drop in ASX 200 tech shares?

Motley Fool contributor James Mickleboro has positions in Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield and Technology One. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) was out of form in November and crashed 3% lower.

While this was disappointing, not all ASX 200 shares fell with the market.

For example, these popular shares managed to rise 10% or more during the month. Here’s why:

Domino’s Pizza Enterprises Ltd (ASX: DMP)

The Domino’s Pizza share price had a strong month and raced 16.7% higher during the month. This strong gain is likely to have been driven by recent speculation that Bain Capital was planning to make a takeover offer that valued the pizza chain operator at $4 billion. And while Domino’s advised that it hadn’t received an approach, some investors appear to believe there’s no smoke without fire. In addition, a positive trading update during the month gave its shares an extra lift.

Flight Centre Travel Group Ltd (ASX: FLT)

The Flight Centre share price rose 10% in November. This was driven by the release of a trading update from the travel agent giant ahead of its annual general meeting. Flight Centre’s founder and managing director, Graham Turner, revealed that the company has started the financial year positively. He commented: “FY26 is off to a positive start, with first-quarter results and preliminary October trading data confirming momentum across both corporate and leisure segments.” The company’s leader also provided the market with guidance for the full year. He advised that profit before tax is expected to be up by 5.5% to 17.6% year on year for FY 2026.

Pilbara Minerals Ltd (ASX: PLS)

The Pilbara Minerals share price was a standout performer on the ASX 200 index last month with a gain of 22.7%. This is likely to have been driven by a rise in lithium prices in China. In the middle of the month, the Spodumene Concentrate Index (CIF China) price was up to US$1,024 per tonne. This meant that it was up more than 20% over previous month. The battery making ingredient was boosted by news that China will be providing new support to its electric vehicle industry.

Web Travel Group Ltd (ASX: WEB)

The Web Travel share price was on form and rose 14.1% in November. This travel technology company’s shares raced higher last month following the release of its half year results. The WebBeds owners reported an 18% increase in bookings to 5.1 million, a 22% lift in total transaction value (TTV) to a record of $3.17 billion, and a 17% rise in underlying EBITDA to a record of $81.7 million. The company’s managing director, John Guscic, was rightfully pleased with the six months. In response, Guscic said: “WebBeds continues to deliver world class TTV growth. We reported $3.2 billion TTV for the first 6 months of the financial year, 22% more than the same period last year, driven by the significant above-market growth coming through in our top 3 regions, particularly the Americas.”

The post These ASX 200 shares rocketed 10%+ higher in November appeared first on The Motley Fool Australia.

More reading

• These are the 10 most shorted ASX shares
• 5 things to watch on the ASX 200 on Monday
• ASX 200 tech shares fight back after 10 weeks of decline
• Here’s the average Australian superannuation balance at 50
• Here are the top 10 ASX 200 shares today

Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises and Web Travel Group Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Domino’s Pizza Enterprises. The Motley Fool Australia has recommended Domino’s Pizza Enterprises and Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Treasury Wine Estates Ltd (ASX: TWE) shares are taking a tumble today.

Shares in the S&P/ASX 200 Index (ASX: XJO) global wine company closed on Friday trading for $5.82. In morning trade on Monday, shares are changing hands for $5.61, down 3.6%.

For some context, the ASX 200 is just about flat at this same time.

Here’s what’s got investors reaching for their sell buttons.

What’s happening with Treasury Wine shares today?

Treasury Wine shares are underperforming today after the company announced that it expects to recognise a non cash impairment of its United States-based assets.

When the company released its 2025 Annual Report, management said that an 11% decrease in future cash flows in the Americas business of 11% per year over the forecast period would “reduce impairment headroom to nil”.

Today, the global wine company reported that amid further moderation in US wine category trends, it has “applied more conservative long-term market growth assumptions”.

The new assumptions have reduced Treasury Wine’s long-term earnings growth rates, which management noted will impact carrying values within the Treasury Americas and Treasury Collective, which are the Americas cash generating units.

The final impairment amount and allocation to assets will be concluded as part of the 2026 interim results; however, it is expected that the impairment will result in at least all goodwill ($687.4m at 30 June 2025) currently carried in the Americas being written off, with potential to impact other assets.

The company noted that a number of its larger brands, including DAOU, Frank Family Vineyards, and Matua, continue to grow ahead of the market.

But Treasury Wine shares have come under renewed pressure with the company stating:

The final impairment amount and allocation to assets will be concluded as part of the 2026 interim results, however it is expected that the impairment will result in at least all goodwill ($687.4 million at 30 June 2025) currently carried in the Americas being written off, with potential to impact other assets.

What else has been pressuring the ASX 200 wine company?

On 13 October, management withdrew FY 2026 earnings guidance, citing continued uncertainty in its core markets of the US and China.

“Given the uncertainty that remains as to the outlook, TWE is not in a position to provide revised guidance at this point in time,” management noted. Shares closed down 15% on the day.

Today, Treasury Wine said that following Sam Fischer’s commencement as CEO, the company will host an investor conference call in mid-December, which will include a progress update on performance in key markets, including China and the US.

With today’s intraday losses factored in, Treasury Wine shares are down 50.5% in a year. Losses which will have only been modestly eased by the two partly franked dividends the company paid eligible stockholders over the 12 months.

At the current share price, Treasury Wine trades on a 7.1% partly franked trailing dividend yield.

The post Down 50% in a year, why are Treasury Wine shares sinking on Monday? appeared first on The Motley Fool Australia.

More reading

• Why today’s cheap ASX shares could double my money during the next bull market
• Are Treasury Wine shares a buy, now they are at 10-year lows?
• Why did the ASX 200 dive to a near six-month low last week?
• Leading broker names 1 ASX 200 share to buy and 1 to hold

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

A couple of Australia’s most popular ASX 200 tech stocks are in the spotlight on Monday.

They are both charging higher in morning trade after the release of positive announcements.

Here’s what you need to know:

Nextdc Ltd (ASX: NXT)

The NextDC share price is up almost 5% to $14.21 on Monday after the data centre operator released an update on its contracted utilisation.

According to the release, following recent customer contract wins, NextDC’s pro forma contracted utilisation has increased by 71MW or 29% since 30 June to 316MW.

As a result of these customer contract wins, the ASX 200 tech stock pro-forma forward order book has increased by 53% to 205MW since 30 June.

Management notes that the pro-forma forward order book is expected to progressively convert to billings and revenue over the period FY 2026 to FY 2029.

In addition, the company provided an update on its FY 2026 capital expenditure guidance.

It revealed that its guidance has been increased by $400 million as it accelerates a proportion of its planned inventory expansion, with the additional capex required to build and deploy capacity for the new customer contracts:

This has seen its capital expenditure guidance lift to the range of $2,200 million to $2,400 million from $1,800 million to $2,000 million.

Its FY 2026 net revenue and underlying EBITDA guidance remain unchanged.

Pro Medicus Ltd (ASX: PME)

The Pro Medicus share price is up 2.5% to $272.85 after the health imaging technology provider announced another new contract win.

Pro Medicus’ U.S. subsidiary, Visage Imaging, has signed an additional $25 million, seven-year contract with BayCare. It is the leading health care system in the Tampa Bay and central Florida regions of the United States.

The contract will add the ASX 200 tech stock’s cloud-based Visage 7 Open Archive to the existing Visage 7 Viewer and Visage 7 Workflow contract signed in February 2025. This will provide BayCare with a full stack solution that is targeted to go-live in first quarter of calendar year 2026.

Commenting on the contract win, Pro Medicus CEO’s, Dr Sam Hupert, said:

This deal confirms our belief that there is a material opportunity for us to sell Visage 7 Open Archive to new and existing customers such as BayCare. In doing so, we not only enable them to fully transition their on-premise infrastructure to cloud, we provide them with the most performant, scalable and cost-effective archive solution.

The post 2 ASX 200 tech stocks racing higher on big news appeared first on The Motley Fool Australia.

More reading

• ASX 200 tech shares fight back after 10 weeks of decline
• 3 ASX growth shares that could be future giants
• 5 ASX 200 large-cap shares re-rated by Morgans
• The unstoppable ASX stocks powering the AI revolution
• Macquarie reveals ASX 200 share tips in each market sector for 2026

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

ASX All Ords gold stock Strickland Metals Ltd (ASX: STK) is slipping today.

Strickland Metals shares closed on Friday trading for 20 cents. In morning trade on Monday, shares are swapping hands for 19.7 cents apiece, down 1.5%.

For some context, the All Ordinaries Index (ASX: XAO) is up 0.1% at this same time.

Despite today’s intraday dip, the Strickland Metals share price is up a jaw-dropping 146.3% in 12 months. Or enough to turn an $8,000 investment into $19,704.

Here’s what’s catching investor interest today.

ASX All Ords gold stock hits new targets

Strickland Metals shares have yet to get a fresh lift after the miner reported promising new exploratory drilling results from its Kotlovi Prospect, returning a series of high-grade gold intercepts.

Highlights from one hole returned 34.9 metres at 2.2g/t Au [grams of gold per tonne] from 324.2 metres, including 14 metres at 4.1g/t Au from 328.2 metres.

The emerging new discovery sits within the ASX All Ords gold stock’s 100%-owned 7.4 million ounce gold equivalent (AuEq) Rogozna Gold and Base Metals Project, located in Serbia.

The miner said it has received assays for multiple recently completed drill-holes at the Kotlovi Prospect, noting the new prospect was discovered in scout drilling in 2024, just 350 metres west of the 1.28 million ounce AuEq Medenovac deposit.

Strickland has now defined mineralisation along a 300 metre strike, which remains open in all directions.

The ASX All Ords gold stock reported that drilling continues apace. Strickland has seven rigs operating across its Rogozna Project. Assay results are still pending for multiple holes, with management expected to release further results in the coming weeks.

What did management say?

Commenting on the ASX All Ords gold stock’s new drill results today, Stickland managing director Paul L’Herpiniere, said, “Kotlovi is continuing to shape up as an important new discovery at Rogozna, with the potential to make a significant contribution to the project’s overall growth trajectory.”

L’Herpiniere added:

These latest drill results have further expanded the known mineralisation, which now extends over a 300 metre strike length. Several holes have now returned thick zones of strong mineralisation, with the mineralised zone still open in all directions offering further significant upside.

Given its strategic location just 350 metres from the 1.28 million ounces of gold equivalent Medenovac Deposit and the growing scale of the mineralisation, Kotlovi looks like it will feature prominently in our ongoing drilling and development plans.

Strickland said it remains well-funded, with cash and liquids totalling $41.8 million at 30 September.

The post Up 146% in a year, ASX All Ords gold stock reveals ‘significant upside’ exploration results appeared first on The Motley Fool Australia.

More reading

• Guess which ASX All Ords gold stock is leaping 12% on big Serbian news
• Why Breville, Flight Centre, Mineral Resources, and Strickland shares are shooting higher

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.

At the start of each week, I like to look at ASIC’s short position report to find out which shares are being targeted by short sellers.

This is because I believe it is well worth keeping a close eye on short interest levels as high levels can sometimes be a sign that something isn’t quite right with a company.

With that in mind, here are the 10 most shorted shares on the ASX this week according to ASIC:

• Boss Energy Ltd (ASX: BOE) retains the top spot for another week with short interest of 21.7%. This is up slightly week on week. Short sellers are betting on the uranium miner’s production beyond 2026 falling short of expectations.
• Domino’s Pizza Enterprises Ltd (ASX: DMP) has seen its short interest ease again to 14.4%. Short sellers have been closing positions in a hurry after this pizza chain operator was the subject of takeover speculation.
• Paladin Energy Ltd (ASX: PDN) has short interest of 12.8%, which is up since last week. This may be due to production ramp-up concerns.
• Guzman Y Gomez Ltd (ASX: GYG) has short interest of 12.3%, which is up since last week. Short sellers have been building positions possibly on valuation concerns and in response to the burrito seller’s poor start to life in the United States market.
• IDP Education Ltd (ASX: IEL) has 11.6% of its shares held short, which is down week on week. This appears to be due to concerns that this language testing and student placement company will continue to underperform due to unfavourable student visa changes.
• Pilbara Minerals Ltd (ASX: PLS) has short interest of 10.9%, which is down week on week again. An oversupply of lithium has weighed heavily on the industry in recent years.
• PWR Holdings Ltd (ASX: PWH) has short interest of 10.6%, which is down week on week. This motorsport products company is going through a lengthy transitional period that is weighing on its profits.
• Telix Pharmaceuticals Ltd (ASX: TLX) shares are back in the top ten with short interest of 10.4%. This biotech company has been hit with FDA approval delays this year.
• Flight Centre Travel Group Ltd (ASX: FLT) has short interest of 9.9%, which is down since last week. Short sellers may have been closing positions after the travel agent revealed a positive start to FY 2026.
• Polynovo Ltd (ASX: PNV) has short interest of 9.8%, which is down since last week. This medical device company’s shares trade on sky-high multiples and short sellers don’t appear to believe it is justified.

The post These are the 10 most shorted ASX shares appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Buy, hold, sell: Aristocrat, Domino’s, and Temple & Webster
• Macquarie reveals ASX 200 share tips in each market sector for 2026
• Which ASX dividend shares are brokers recommending to clients?
• Here are the top 10 ASX 200 shares today

Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Domino’s Pizza Enterprises, PWR Holdings, and PolyNovo. The Motley Fool Australia has positions in and has recommended PWR Holdings. The Motley Fool Australia has recommended Domino’s Pizza Enterprises, Flight Centre Travel Group, IPH Ltd , and PolyNovo. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This S&P/ASX 200 Index (ASX: XJO) tech stock has snapped back to life this past week. The Life360 Inc (ASX: 360) share price finished last week at $40.43, gaining 10.7% for the week.  

That’s still a long way away from its peak of $55.87 at the start of October. This past month, the ASX tech share has lost 19% of its value, but it remains 64% higher over the past 12 months.

Bumpy rally ahead?

This year has been a volatile one for Life360. The latest spurt is propelled by renewed investor faith and strong results. However, analysts caution that the next rally might be bumpy as this ASX 200 stock is shifting its business model.

Life360 has grown from a family-tracking app to a global subscription platform. Monthly active users now exceed 92 million, paying circles are growing rapidly, and the company is experiencing both higher profitability and robust operating cash flow.

Rapid international expansion

With only a fraction of its global user base monetised and new advertising just beginning, Life360 has substantial growth potential. The business is expanding rapidly across the US and internationally, underpinned by subscription growth, rising average revenue per user, and expanding premium features.

This is reflected in the latest results, with third-quarter revenue rising 34% year over year to US$124.5 million and a sharp increase of 319% in operating cash flow to US$26.4 million. In addition, its adjusted EBITDA surged 174% to US$24.5 million.  

Management of Life360 also announced user growth, an important indicator for investors that subscription demand remains durable. Those fundamentals triggered an immediate rally in this ASX 200 tech stock.

Privacy and regulatory friction

Still, the rebound hasn’t been a clean sprint and halted in November. The stock plummeted after Life360 revealed the $120 million acquisition of ad-tech firm Nativo. Investors reacted warily as they viewed the deal as a signal that the company is leaning harder into advertising.

This is a lower-margin, harder-to-execute line of business. Advertising also carries privacy and regulatory friction. Monetising location data at scale invites scrutiny, while the integration of ad-tech teams will prove difficult. It will be challenging for Life360 to prove that ad revenue will be sticky and profitable.

Analysts’ outlook

After its strategic change, several brokers lowered their price targets for this ASX 200 tech stock, though they remain optimistic overall. While most analysts still recommend buying the stock, opinions differ on how much the new advertising strategy will improve margins and boost free cash flow.    

The average 12-month price target for the $6.6 billion tech company is close to $49.80. This suggests a 24% upside for this ASX 200 tech stock. Bell Potter is more bullish on the company’s outlook. It recently put a buy rating and $52.50 price target on Life360.

The post After springing back to life, how far can this ASX 200 tech stock climb? appeared first on The Motley Fool Australia.

More reading

• ASX 200 tech shares fight back after 10 weeks of decline
• 3 ASX growth shares that could be future giants
• The Warren Buffett golden rule that investors can’t ignore
• 2 ASX stocks to help turn $100,000 into $1 million
• Bear market alert: ASX 200 tech shares down 24% since September peak

Motley Fool contributor Marc Van Dinther 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.

The S&P/ASX All Ords Index (ASX: XAO) closed at 8,918.7 points on Friday, up 0.075% for the week and up 2.5% over 12 months.

Experts have called out two ASX All Ords shares that they think are great buys with substantial potential upside ahead.

Let’s take a look.

Suncorp Group Ltd (ASX: SUN)

The Suncorp share price tumbled to a 52-week low of $17.54 on Friday.

The ASX All Ords financial share has fallen 24% over the past 12 months.

UBS reiterated its buy rating on Suncorp shares last week despite reducing its forecast earnings for the insurer.

The broker made changes to its forecast due to a sharp increase in natural disaster claims in Australia and New Zealand.

As reported on sharecafe, UBS expects that Suncorp will exceed its FY26 catastrophe budget by $580 million.

This has led to a 31% reduction in the broker’s forecast FY26 earnings per share (EPS) to 88 cents.

UBS has also reduced its EPS forecast for FY27 by 1% to $1.27 per share.

Potential mitigations may include continued increases in home and car insurance premiums during 2H FY26 and into 1H FY27.

The broker reduced its share price target from $23.15 to $22 following its earnings forecast downgrade.

The lower price target still implies a healthy potential upside of 25% over the next 12 months.

betr Entertainment Ltd (ASX: BBT)

The betr Entertainment share price hit a new 52-week low of 21 cents on Friday, down 25% over the past year.

Morgans maintained a buy rating on this ASX All Ords consumer discretionary share after its 1Q FY26 update.

The sports and racing betting group reported $363 million in turnover for the first quarter, up 27% on the prior corresponding period.

The broker said:

BETR Entertainment (BBT) reported a solid first quarter, delivering results modestly ahead of expectations across key metrics despite unfavourable sporting outcomes in September.

Turnover, gross win, and net win margins all exceeded forecasts, supported by improved customer engagement and product mix.

We take encouragement that the recent lift in brand and product investment is now translating into operating momentum.

The balance sheet remains in a strong position, providing flexibility to pursue both organic and inorganic growth opportunities.

At betr’s annual general meeting last week, executive chair Matthew Tripp said:

The Company enters FY26 in its strongest position to date, with the foundations in place to support disciplined, sustainable growth…

Our key trading metrics confirm the new scale of the business with record levels of turnover and sustained growth more than one year on since the BlueBet/betr migration.

Morgans has a price target of 43 cents on betr Entertainment, implying the ASX All Ords share could double over the next year.

The post Experts say buy: 2 ASX All Ords shares at 52-week lows appeared first on The Motley Fool Australia.

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