2 ASX shares highly recommended to buy: Experts

A lot of analysts rate these ASX shares as a buy.

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Key points

  • Multiple analysts are rating ASX shares like Flight Centre Travel Group and Nextdc as 'buys', indicating potential investment opportunities.
  • Flight Centre is expected to achieve substantial profit growth in the latter half of FY26, driven by productivity initiatives and emerging green shoots in leisure travel bookings.
  • Nextdc is poised for a record year in contract wins, with strong demand for data centers, particularly in Victoria and NSW, supporting a positive investment outlook.

When one ASX share is rated as a buy by an analyst, that's interesting. When numerous experts rate a business as a buy, that could suggest there's an opportunity for investors to take advantage of.

Share prices are always changing and experts are always looking to jump on ideas that look undervalued. At the moment, there are a few names that are highly rated by multiple leading brokers, let's take a look at why they're viewed as buy ideas.

Flight Centre Travel Group Ltd (ASX: FLT)

According to a collation of analyst ratings by Commsec, there are currently 11 buy ratings on the business.

One of the brokers that rates Flight Centre as a buy is UBS. The broker describes Flight Centre as a global travel agent in both the leisure and corporate travel segments, with key markets being Australia, New Zealand, the UK, Canada, South Africa, the US, Hong Kong, China, Singapore, India and the UAE.

UBS notes that the company is expecting flat profit before tax (PBT) growth in the first half of FY26, which places emphasis on the second half achieving growth of between 8% to 28% to achieve its FY26 guidance range.

The broker notes that ongoing productivity initiatives in the corporate division are driving efficiency improvements. The FY26 first quarter saw total transaction value (TTV) grow by 7%, but the company's headcount reduced by 5%.

In the leisure segment, there are some green shoots emerging in US bookings from Australia, according to UBS.

UBS is projecting the ASX share can deliver net profit after tax (NPAT) of $222 million in FY26. The broker has a price target of $14.40 on Flight Centre shares.

Nextdc Ltd (ASX: NXT)

According to a collation of analyst ratings by Commsec, there are currently 15 buy ratings on the business.

UBS describes Nextdc as Australia's leading data centre as a service, with multiple locations in Australia and the wider Asia and Pacific region.

UBS is one of the brokers that rates Nextdc following a positive update by the ASX share.

The broker said that Nextdc is on track for a new record of contract wins in FY26 by adding 71MW in the year to date, compared to 72MW in FY25.

Demand for capacity in Victoria remains "very strong" and it thinks there could be increases to analyst estimates in the business manages to sign another round of contracts in the second half of FY26.

The broker said that it's waiting for approval for the new Sydney data centres (S4 and S5). UBS is positive that approval is a key catalyst to further accelerate the MW contracted and activation profile.

Due to the demand and supply dynamic in NSW, UBS believes there is "strong scope for early contract wins" once construction starts.

UBS concluded on the ASX share:

In our view, the structural AI thematic is reaccelerating, cloud remains very strong and we are likely to go back into a period of investors wanting to increase exposure to both.

The broker has a price target of $21.85 on Nextdc shares, implying a possible rise of 60% over the next year.

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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended Flight Centre Travel Group. 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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