2 leading ASX shares highly recommended to buy: Experts

These stocks are some of the highest-rated businesses around.

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Experts are always on the lookout for ASX shares that are undervalued with potential to deliver returns.

When one analyst likes a business, that's interesting. When lots of analysts rate a business as a buy, that could imply there's a significant opportunity.

In this article, I'm going to look at two of the ASX shares with the highest number of buy ratings.

So, let's take a look at those highly-recommended names.

Web Travel Group Ltd (ASX: WEB)

According to Commsec's collation of analyst opinions, there are currently 15 buy ratings on the business.

UBS is one of the brokers that rates this business as a buy. Web Travel Group describes itself as a global business-to-business organisation that services the travel industry. Its technology connects hotels and other travel sellers to a diverse network of travel buyers all over the world though its trade-only digital travel marketplace brand called WebBeds.

The broker was impressed by the company's FY25 result, it beat expectations despite the majority of travel-exposed operators downgrading or removing guidance amid heightened uncertainty about global travel space. UBS said the level of revenue to total transaction value (TTV) was higher than expected.

UBS sees potential upside if the ASX share's direct contracting strategy starts gaining momentum. The broker also said improved conversion, with further upside from the full deployment of its AI strategy, is leading to an acceleration of underlying TTV growth in FY26.

On top of that, if the company achieved a 50% operating profit (EBITDA) margin by FY27, the operating leverage within the business "should drive further margin expansion" than what UBS is forecasting for the long-term.

Even without those upsides, the broker thinks the Web Travel share is appealing, with the potential to grow earnings per share (EPS) at a compound annual growth rate (CAGR) of 15% over the next three years.

It's trading at approximately 18x FY26's estimated earnings, according to UBS, with a price a target of $6.20 from the broker. A price target is where the analyst thinks the share price could be in 12 months from now.

Paladin Energy Ltd (ASX: PDN)

The other ASX share I'll highlight in this article is Paladin Energy. According to Commsec, it's rated as a buy by (at least) nine analysts.

Paladin Energy is a uranium producer, with a 75% ownership of the historic Langer Heinrich mine, which is within the Erongo region of Nambia. Production officially restarted in March 2024 after being placed into maintenance in 2018 due to consistently-low pricing of the commodity.

Paladin Energy is rated as a buy by UBS with a price target of $9, implying a possible rise of 34% from where it is today.

A key positive for UBS in the ASX share's quarterly update for the three months to June 2025 showed production was ahead of expectations at 994,000 pounds, compared to UBS' estimate of 873,000 pounds.

Can the Langer Heinrich mine reach 6 million pounds per annum? UBS said:

We still think so – but acknowledge our (and the market's) confidence is being tested. Of the key parameters, we are more comfortable with plant throughput & recoveries (somewhat derisked across FY25), while grade remains the key concern. To this extent we note that ore feed grade did lift 13% to 477ppm but with fresh ore / stockpile split into the plant unknown more work needs to be done to gain comfort in this area.

The broker is currently forecasting that Paladin may generate a net loss $10 million in FY25, then make a net profit of $67 million in FY26 and reach $129 million of net profit by FY29.

Motley Fool contributor Tristan Harrison 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.

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