Brokers name 3 ASX shares to buy today

Here's why brokers are feeling bullish about these three shares this week.

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Key points

  • Breville is expected to perform strongly due to ongoing demand for premium appliances, particularly in the coffee market.
  • Lynas is upgraded on valuation grounds, benefiting from market conditions as a leading rare earths producer.
  • Xero impresses with strong earnings performance and potential strategic gains from recent acquisitions.

It has been another busy week for many of Australia's top brokers. This has led to the release of a number of broker notes.

Three broker buy ratings that you might want to know more about are summarised below. Here's why brokers think these ASX shares are in the buy zone right now:

Breville Group Ltd (ASX: BRG)

According to a note out of Citi, its analysts have retained their buy rating and $36.03 price target on this appliance manufacturer's shares. This follows the release of a quarterly update from one of its main rivals, which revealed that demand for premium appliances remains strong. This has been particularly the case in the home coffee market, which Breville has significant exposure to across its brands. As a result, it feels that Breville is likely to be performing strongly in FY 2026. The Breville share price is trading at $30.89 on Friday afternoon.

Lynas Rare Earths Ltd (ASX: LYC)

A note out of Macquarie reveals that its analysts have upgraded this rare earths producer's shares to an outperform rating with a $17.00 price target. The broker made the move on valuation grounds following recent share price weakness, which it attributes to waning market sentiment. In addition, the broker believes that the NdPr market will remain tight fundamentally, driven by solid demand and supply disruptions. And given Lynas's position as the largest ex-China rare earths producer, the broker believes that it stands to benefit greatly from this. As a result, the team at Macquarie feels that the company's shares deserve to trade on a premium valuation. The Lynas share price is fetching $14.33 at the time of writing.

Xero Ltd (ASX: XRO)

Analysts at Morgan Stanley have retained their overweight rating on this cloud accounting platform provider's shares with a trimmed price target of $225.00. According to the note, the broker was pleased with Xero's performance during the first half. And although its revenue was slightly weaker than expected, its earnings were ahead of estimates and its free cash flow surprised to the upside. Outside this, it notes that the market remains very sceptical on the Melio acquisition. However, it thinks it will prove strategically valuable for its US business and is confident in its growth outlook. The Xero share price is trading at $122.82 today.

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Xero. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Xero. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. The Motley Fool Australia has positions in and has recommended Macquarie Group and Xero. 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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