Brokers rate these 3 top ASX shares as buys in November

Experts rate these businesses as appealing buys this month.

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Key points

  • UBS analysts identify Judo Capital, PEXA Group, and Superloop as undervalued ASX shares with high growth potential, positioning them as buy opportunities.
  • UBS has compelling price targets for these stocks, forecasting potential rises of 33% for Judo Capital, 19% for PEXA Group, and 29% for Superloop over the next year.
  • Key growth factors include Judo's SME focus, PEXA's digital property platform expansion, and Superloop's advancements in telecommunications infrastructure.

Share prices are always changing and this gives investors the opportunity to buy ASX shares that are undervalued.

A target price is where analysts think the share price will be in 12 months from the time of the investment call. I'm going to look at three stocks that brokers rate as a buy, which could indicate there are opportunities available for investors.

Each of the businesses below is a growing ASX share with a compelling future. Let's dive in.

Judo Capital Holdings Ltd (ASX: JDO)

Broker UBS describes Judo as a fast-growing challenger bank that focuses exclusively on servicing small and medium enterprises (SMEs). The company aims to provide a relationship-centric service proposition.

Its offerings include business loans, lines of credit, asset finance, bank guarantees and SME home loans, funded by a combination of term deposits and wholesale funding.

UBS currently has a buy rating on Judo shares, with a price target of $2.20. That implies a possible rise of 33% over the next year.

The broker highlighted in a recent note that the ASX share's annual general meeting (AGM) reaffirmed FY26 net profit guidance of between $180 million to $190 million, reflecting earnings growth of around 50%. UBS also highlighted loan quality metrics are showing improvement, while benefits to manage funding costs are advancing, with expected benefits from a new core deposit platform.

UBS suggested that Judo's position as a high-growth ASX stock within the SME lending sector offers a potential scarcity premium in the Australian banking industry.

Long-term targets include a return on equity (ROE) of between 12% to 15%, a net interest margin (NIM) of 3%, a cost-to-income ratio approaching 30% and a loan book of between $15 billion to $20 billion.

PEXA Group Ltd (ASX: PXA)

UBS describes PEXA as an operator of the leading digital property settlement platform in Australia, handling property transfer and refinancing transactions.

The broker has a buy on the business, with a price target of $17.45. That implies a possible rise of 19% over the next year.

UBS noted the company's FY26 first quarter update revealed overall momentum remains "broadly consistent" with its guidance, amid 5.7% volume growth. There has been stronger growth in lower margin refinances for the ASX share.

In the UK, stronger remortgage activity is a shorter-term tailwind, while momentum in the sale and purchase market is a positive over the medium term if PEXA can attract bank and conveyancer customers.

UBS believes the PEXA share price only partially values longer-term UK upside, which supports its buy rating.

Superloop Ltd (ASX: SLC)

UBS describes Superloop as a telecommunications infrastructure, cloud and broadband services provider in the Asia Pacific region. It has a variety of customers including households, typical connectivity services for businesses, and services for large-scale telecommunications, data and technology.

The broker has a price target of $3.90 on the ASX share, implying a possible rose of 29% within the next year.

UBS is forecasting a three-year compound annual growth rate (CAGR) of cash earnings per share (EPS) of 31%, making it look attractive to UBS based on its valuation.

The broker explained:            

The earnings growth is largely underpinned by the significant market opportunity that exists of challenger brands such as Superloop continuing to grow their NBN market share to c.35% from current levels of 20% at the expense of legacy incumbents creating a $3.1bn revenue opportunity.

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 positions in and has recommended PEXA Group. 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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