2 ASX 300 shares highly recommended to buy: Experts

A number of analysts like these stocks. Here's why…

| More on:
A group of people push and shove through the doors of a store, trying to beat the crowd.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Megaport Ltd (ASX: MP1) is expanding with a new acquisition to enhance its network and compute services, projecting a 20% revenue increase and over 40% growth in adjusted EBITDA.
  • Qantas (ASX: QAN) holds strong buy ratings following a share price drop, with analysts optimistic about resilient travel demand and consistent earnings from its loyalty division.
  • Both Megaport and Qantas bear multiple buy ratings from analysts, indicating potential value and growth opportunities in the ASX 300 Index for investors.

Analysts are always on the lookout for ASX share opportunities that could deliver strong returns. When there's one buy rating that's interesting to note, when there are multiple buy ratings, investors may be seeing a clear opportunity.

The two businesses I'm going to cover are not the ASX's largest companies. Still, they have seen significant earnings growth in the last few years, and analysts are optimistic about what could happen to their share prices going forward.

Let's look at two of the most well-liked S&P/ASX 300 Index (ASX: XKO) shares right now.

Megaport Ltd (ASX: MP1)

Broker UBS describes Megaport as a network-as-a-service provider, which enables connectivity between customers and the top seven cloud providers across hundreds of data centres on a secure network. Its offering aims to eliminate the fixed-term, bandwidth, and location restraints of the traditional telco model. Customers subscribe monthly to a dedicated port and can scale their usage up and down.

According to the CommSec collation of analyst opinions, there are currently 11 buy ratings and six hold ratings on the business.

The ASX 300 share recently announced a capital raising to fund the acquisition of Latitude.sh and accelerate its expansion in India. Latitude.sh is a global, automated infrastructure platform that's delivering compute-as-a-service.

The upfront acquisition cost is US$150 million and up to US$150 million of contingent consideration linked to revenue and integration targets.

Megaport says that combining 'network' and 'compute' is a logical extension of Megaport's core capability of automating network infrastructure for the hybrid cloud. The ASX tech share is expected to see a 20% revenue increase and an adjusted operating profit (EBITDA) increase of more than 40% following this move.

The company noted that it has delivered a strong performance in the financial year to date, with October 2025 annual recurring revenue (ARR) of $260.1 million (up 22% year-over-year) and FY26 first-quarter revenue of $62.9 million (up 21% year-over-year).

UBS is one of the brokers that has a hold/neutral rating on the business, with a price target of $15.30. At the time of writing, that implies a possible rise of 17% over the next year.

Qantas Airways Ltd (ASX: QAN)

Another ASX 300 share with multiple buy ratings is Qantas. There are currently 11 buy ratings on Qantas shares and six hold ratings, according to CommSec.

Qantas has multiple segments that generate business profit, including its domestic flights, international flights, freight division, and Qantas loyalty.

The Qantas share price has drifted lower in recent times, falling more than 20% since September 2025, as the chart below shows.

Broker UBS recently upgraded its rating on Qantas shares to "buy" due to share price weakness and the trading update.

UBS noted that travel demand is proving resilient, for example the domestic revenue growth was around 8% in the first half of FY26. But, the company and wider industry is "showing restraint from growing capacity too strongly", while the loyalty division continues to provide reliable earnings growth.

The broker has a price rating of $11.50 on the airline, which implies a possible rise of 22% over the next year from where it is at the time of writing.

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 Megaport. 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.

More on Broker Notes

A financial expert or broker looks worried as he checks out a graph showing market volatility.
Broker Notes

Leading brokers name 3 ASX shares to buy today

Here's why brokers believe that now could be the time to buy these shares.

Read more »

Overjoyed man celebrating success with yes gesture after getting some good news on mobile.
Broker Notes

Why Bell Potter just upgraded this ASX All Ords share to a buy rating

The broker has turned bullish on this growing company. Here's what you need to know.

Read more »

A female broker in a red jacket whispers in the ear of a man who has a surprised look on his face as she explains which two ASX 200 shares should do well in today's volatile climate
Broker Notes

Bell Potter says these ASX shares are best buys in January

The broker has good things to say about these shares.

Read more »

Broker written in white with a man drawing a yellow underline.
Broker Notes

Top brokers name 3 ASX shares to buy next week

Brokers gave buy ratings to these ASX shares last week. Why are they bullish?

Read more »

A group of people push and shove through the doors of a store, trying to beat the crowd.
Broker Notes

2 ASX shares highly recommended to buy: Experts

Are these two stocks the best buys on the ASX?

Read more »

Smiling couple sitting on a couch with laptops fist pump each other.
Broker Notes

These ASX 200 shares could rise 20% to 55%

Brokers have good things to say about these shares.

Read more »

A little girl is about to launch down the slide with a blue sky and white clouds in the sky behind her.
Broker Notes

BHP vs. Fortescue shares: Goldman Sachs says 1 will rip and 1 will dip

Top broker Goldman Sachs upgraded its 12-month share price forecasts for BHP and Fortescue shares this week.

Read more »

Buy, hold, and sell ratings written on signs on a wooden pole.
Broker Notes

Brokers rate these 3 ASX shares as buys in January

These ASX shares have an exciting outlook according to experts.

Read more »