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

  • Morgans is optimistic about Capstone Copper, maintaining a buy rating due to rising copper prices and supply constraints, offering a price target of $17.40, indicating significant upside from its current price of $14.27.
  • Judo Capital Holdings gets a buy upgrade from Morgans, driven by valuation appeal following recent share weakness; the broker targets a $2.02 price, expecting strong earnings growth that could push shares toward $3.00.
  • Morgan Stanley upgrades Lovisa Holdings to an overweight rating, projecting an EPS increase of 83% by FY 2028, seeing current volatility as temporary and setting a $38.00 price target as it capitalizes on its robust product strategy and supply chain.

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:

Capstone Copper Corp (ASX: CSC)

According to a note out of Morgans, its analysts have retained their buy rating on this copper miner's shares with an improved price target of $17.40. The broker highlights that copper prices have risen strongly in the second half of the year. It believes this strength will continue in 2026 given how tight supply is and its expectation for it to stay this way due to project delays, increasing demand, and falling grades. This bodes well for Capstone Copper, which is the brokers top pick for pureplay copper exposure. In fact, Morgans has lifted its earnings estimates for FY 2026 significantly in response to rising copper prices. The Capstone Copper share price is trading at $14.27 on Friday.

Judo Capital Holdings Ltd (ASX: JDO)

Another note out of Morgans reveals that its analysts have upgraded this small business lender's shares to a buy rating with a $2.02 price target. The broker made the move on valuation grounds following recent share price weakness. While Morgans acknowledges that it is a higher risk option (and doesn't pay a dividend) compared to the big four banks, it expects strong earnings growth over the next two financial years. And if it delivers on this, it sees potential for its shares to be trading around $3.00 per share in the not so distant future. The Judo Capital share price is fetching $1.73 at the time of writing.

Lovisa Holdings Ltd (ASX: LOV)

Analysts at Morgan Stanley have upgraded this fashion jewellery retailer's shares to an overweight rating with a $38.00 price target. According to the note, Morgan Stanley believes that recent volatility in Lovisa's growth is transitory rather than structural. The broker sees earnings per share rising 83% by FY 2028. This is expected to be supported by its agility on product range and best-in-class supply chain execution. In light of this, Morgan Stanley views the recent de-rating of its shares as an opportunity for investors to build a position in a competitively advantaged Australian retailer. The Lovisa share price is trading at $30.43 this afternoon.

Motley Fool contributor James Mickleboro has positions in Lovisa. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa. The Motley Fool Australia has recommended Lovisa. 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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