3 undervalued Australian stocks set for massive gains

Analysts think these stocks are dirt cheap at current levels.

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Key points

  • A leading healthcare company has seen its shares drop to a 52-week low due to short-term challenges, but with strong long-term growth drivers, it holds a potential upside of nearly 50% according to analysts.
  • A major wine company is poised for recovery and growth after diversification efforts and the removal of Chinese tariffs, offering nearly 40% potential upside.
  • A logistics software provider, despite recent setbacks, is well-positioned for future growth due to its robust market position and digitalisation trends, indicating a potential 35% gain.

Opportunities to buy quality Australian stocks at attractive prices don't come around every day.

But right now, a number of quality stocks appear undervalued according to top brokers, with the potential for significant upside if their calls prove correct.

Let's see what they are recommending to clients:

CSL Ltd (ASX: CSL)

CSL is one of Australia's most successful healthcare companies, best known for its market-leading plasma therapies and vaccines. Despite its strong track record, its shares have been heavily sold off this year, dragging them to a 52-week low.

The selloff has been driven by short-term headwinds such as cost pressures and slower-than-expected recovery in CSL Behring margins. But CSL's long-term growth drivers remain firmly in place, with demand for its treatments growing globally and its R&D pipeline packed with opportunities.

Macquarie is one of a number of brokers that remain bullish on the stock. The broker has an outperform rating and a $295.90 price target on CSL's shares. This implies potential upside of close to 50% from current levels.

Treasury Wine Estates Ltd (ASX: TWE)

Another Australian stock that has been sold off is Treasury Wine Estates. It is one of the world's largest wine companies, with a stable of premium brands led by the iconic Penfolds brand.

Its shares have struggled in recent years due to the impact of Chinese tariffs and softer conditions in some global markets. However, Treasury has been diversifying its business, targeting growth in the United States and expanding its luxury portfolio. And with Chinese tariffs on Australian wine now removed, the door is wide open for Penfolds to re-establish its position in a critical growth market.

Morgans sees value here. It has a buy rating and $10.10 price target on its shares. This suggests that potential upside of almost 40% is possible between now and this time next year.

WiseTech Global Ltd (ASX: WTC)

A final Australian stock that could be cheap is WiseTech Global. It is a logistics software provider that has become one of the ASX's great growth stories.

Its CargoWise platform is used by freight forwarders and logistics companies across the globe, and ongoing acquisitions have helped strengthen its market dominance.

While its shares are down heavily from their highs due to founder controversies and product launch delays, WiseTech continues to post earnings growth that other companies would envy. And looking ahead, the company is well positioned to benefit from supply chain digitalisation.

Bell Potter expects big things in the coming years. It has a buy rating and $127.50 price target on its shares. Based on its current share price, this implies potential upside of approximately 35% from current levels.

Motley Fool contributor James Mickleboro has positions in CSL, Treasury Wine Estates, and WiseTech Global. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Macquarie Group, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Macquarie Group and WiseTech Global. The Motley Fool Australia has recommended CSL and Treasury Wine Estates. 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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