Morgans rates these ASX 200 shares as buys

Let's see what the broker is recommending to its clients.

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Key points

  • Morgans recommends Flight Centre, Guzman Y Gomez, and WiseTech Global as ASX 200 shares with buy ratings, citing potential for significant upside in improved conditions.
  • Flight Centre is anticipated to benefit from future macro-economic improvements, Guzman Y Gomez from menu and operational enhancements, and WiseTech from strong margin performance despite lower than expected EBITDA guidance.
  • All three companies have experienced share price weaknesses, which Morgans sees as buying opportunities due to predicted growth and strategic value in the long term.

Do you have space in your portfolio for some new additions? If you do, then it could be worth checking out the ASX 200 shares that Morgans rates as buys.

Here's what the broker is recommending to clients:

Flight Centre Travel Group Ltd (ASX: FLT)

This travel agent company's shares could be in the buy zone according to the broker. Its analysts have put a buy rating and $15.65 price target on the ASX 200 share.

Morgans believes that it is worth sticking with this one because it sees material upside for investors when trading conditions improve. It said:

FLT's FY25 result was broadly in line with its recent update. Corporate was weaker than expected while Leisure and Other were stronger. FLT's guidance for a flat 1H26 was stronger than we expected however it was weaker than consensus. Earnings growth is expected to accelerate in the 2H26 from an improvement in macro-economic conditions and internal business improvement initiatives. We have made minor upgrades to our forecasts. We are buyers of FLT during this period of short-term uncertainty and share price weakness because when operating conditions ultimately improve, both its earnings and share price leverage to the upside will be material.

Guzman Y Gomez Ltd (ASX: GYG)

This Mexican food focused quick service restaurant operator is also being tipped as an ASX 200 share to snap up by Morgans. It has a buy rating and $30.60 price target on its shares.

Although its FY 2025 result and trading update for the first quarter of FY 2026 fell short of expectations, the broker feels that share price weakness has created a buying opportunity for investors it said:

The FY25 result was slightly softer than expected. A weak 1Q26 trading update and lower than expected FY26 EBITDA margin guidance weighed on the shares and results in material near-term consensus revisions. Comp sales growth is expected to accelerate from the trading update through menu innovation, daypart expansion, operational excellence, marketing and digital initiatives. We also think GYG's margin guidance will prove conservative.

Whilst the negative share price reaction to the weaker than expected guidance and trading update was disappointing, we think it's a buying opportunity. GYG upgraded its long-term outlook with its FY30 EBITDA margin target ahead of our forecast and consensus. Net net, our near-term forecast downgrades are offset with longer-term upgrades and our DCF valuation is largely changed. Maintain BUY.

WiseTech Global Ltd (ASX: WTC)

Finally, this logistics solutions software company could be another to grab hold of according to Morgans. It has a buy rating and $127.60 price target on its shares.

The broker remains positive on this ASX 200 share's long term outlook. It explains:

WTC's FY25 result was broadly in line with expectations. While revenue was modestly lower than guidance, this was caught up by a 2H25 margin beat which saw WTC deliver underlying EBITDA growth of +27% (margins of 53%). FY26 EBITDA guidance for US$550-585m (+44-53% vs. FY25 reported EBITDA) was materially lower than consensus due largely to accounting treatment to align WTC/E2Open, however we do not see any fundamental change to the longer-term strategic value proposition associated with the acquisition.

Motley Fool contributor James Mickleboro has positions in WiseTech Global. 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 Australia has recommended 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.

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