Top brokers name 3 ASX shares to buy next week

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

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Key points

  • Macquarie's confidence in Breville Group stems from its track record of outperforming the benchmark, backed by robust growth in the coffee segment and innovative product development, supporting impressive long-term revenue forecasts.
  • Morgan Stanley maintains an optimistic outlook on CSL, driven by sustained demand for immunoglobulins and efficiency gains from the Horizon program, presenting a compelling risk/reward scenario amidst current share price dips.
  • Bell Potter remains bullish on Hub24, highlighting potential upside in funds under administration due to its expanding offerings, despite increased expense growth as a strategic investment move to outperform competitors.

It was another busy week for 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:

Breville Group Ltd (ASX: BRG)

According to a note out of Macquarie, its analysts have retained their outperform rating and $39.20 price target on this appliance manufacturer's shares. The broker highlights that its Macquarie Kitchen Benchmark and the De'Longhi Revenue Index are showing strong growth in the last quarter. And given Breville's track record of outperforming the benchmark by 11% per annum between 2018 and 2024, it believes this supports its forecast for an average of 10%+ per annum revenue growth between FY 2025 and FY 2028. This is expected to be underpinned by Breville's coffee segment, new market development, and its investment in new product development. The Breville share price ended the week at $29.42.

CSL Ltd (ASX: CSL)

A note out of Morgan Stanley reveals that its analysts have retained their overweight rating and $256.00 price target on this biotechnology company's shares. The broker remains very positive on CSL due to the favourable long term demand outlook for immunoglobulins and plasma yield improvements from its Horizon 1 and 2 programs. It expects the latter programs to be supportive of a margin recovery in the key CSL Behring business, which should offset weakness in the Albumin franchise. In light of this and recent share price weakness, Morgan Stanley sees a favourable risk/reward profile here for investors. The CSL share price was fetching $184.10 at Friday's close.

Hub24 Ltd (ASX: HUB)

Analysts at Bell Potter have retained their buy rating on this investment platform provider's shares with a slightly reduced price target of $125.00. According to the note, the broker felt that Hub24's investor day update had both positives and negatives. The main positive was that it sees upside risk to the company's funds under administration (FUA) guidance as it continues to broaden its offering and lift volumes. The negative was that management has increased its expense growth guidance to 18% to 20%. Though, Bell Potter notes that this reflects a deliberate move by management to outpace peers and bring forward investment. Overall, the broker left the investor event feeling confident in Hub24's growth outlook and cadence over peers. The Hub24 share price ended last week at $99.95.

Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Hub24, and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended CSL and Hub24. 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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