Morgans says these ASX shares are top buys

The broker has good things to say about these shares.

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Do you have room in your portfolio for some additions?

If you do, then it could be worth checking out the three ASX shares listed below that Morgans rates as buys. Here's what you need to know about them:

Camplify Holdings Ltd (ASX: CHL)

Morgans remains positive on this recreational vehicles marketplace provider despite its tough time in FY 2025.

The broker has a buy rating and $1.05 price target on its shares. Commenting on the ASX share, it said:

Camplify (CHL) has released its FY25 result. As expected, it was a tougher year overall for the group given both sector-specific impacts and company-specific disruptions which saw GTV and revenue decline ~16% and 12% respectively. However, we note an improved trajectory in the 2H, along with +8% growth in future bookings (~A$23m). We make several changes across our forecast period. Our DCF/Multiples-derived price target remains unchanged at A$1.05. Buy.

Civmec Ltd (ASX: CVL)

Another ASX share that Morgans is bullish on its construction and engineering company Civmec. It currently has a buy rating and $1.50 price target on its shares.

Morgans believes that the stage is set for its shares to re-rate to higher multiples in the near future. Particularly given its exposure to the defence market. It said:

The cyclical low point looks to have set in as CVL sees volumes (ex defence) picking up through 2H26, which suggests there are some large contracts that may land before the end of CY25. In shipbuilding, the Landing Craft Heavy program is similarly due to be awarded before CY25. The previously problematic OPV program is progressing well under CVL's guidance (and ownership from 1/07) and, remarkably, CVL expects to deliver a normal margin through FY26. CVL has already been able to drive efficiencies with undercover construction/modularisation and easy access, which positions it strongly to win future work from the Commonwealth. The stock is trading on 7x FY26 EBIT, with leverage to iron ore replacement works as well as defence spend, and we expect plenty of catalysts to drive a re-rate in the coming months. We upgrade to Buy.

Readytech Holdings Ltd (ASX: RDY)

Finally, this software company could be another ASX share to buy.

Although the broker was somewhat disappointed with its FY 2025 results, it still sees significant value on offer here for investors. Morgans has put a buy rating and $3.00 price target on its shares.

Commenting on Readytech, it said:

RDY's FY25 result was softer than consensus expectations, however Underlying NPATA of $17.3m was broadly in line with MorgF. FY26/27 guidance was downgraded, and implies a gradual step-up in run-rate as NRR improves (off a challenging FY25) through cloud migration in local government and delivering on its Enterprise wins/pipeline. Whilst we downgrade our EBITDA forecasts by -12.5% in FY26-FY27F reflecting revised guidance, we see the buildup into FY26 as being manageable. Our target price is reduced to $3.00/sh (prev. $3.45/sh), and we retain our BUY rating.

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 ReadyTech. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Camplify. 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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