With most brokers taking a break over the holiday period, there haven't been many notes hitting the wires.
But don't worry because summarised below are three recent recommendations that remain very relevant today. Here's what brokers are recommending to clients:
Breville Group Ltd (ASX: BRG)
According to a note out of Macquarie, its analysts retained their outperform rating and $39.20 price target on this appliance manufacturer's shares. The broker highlighted that the Macquarie Kitchen Benchmark and De'Longhi Revenue Index have shown strong growth so far in the third quarter. And given how Breville has outperformed the benchmark by 11% per annum between 2018 and 2024, Macquarie believes this supports its forecast for 10%+ per annum revenue growth between FY 2025 and FY 2028. Key drivers of this are expected to be its coffee segment, new market development, and its investment in new product development. The Breville share price was trading at $29.94 on Friday.
Collins Foods Ltd (ASX: CKF)
A note out of Citi revealed that its analysts retained their buy rating on this KFC restaurant operator's shares with a trimmed price target of $12.85. This followed the release of a half year result for FY 2026 which came in ahead of the broker's expectations. In addition, Citi highlighted that management upgraded its profit guidance for the full year. It is now expecting profit growth of mid-to-high teens. This is up from low-to-mid teens previously. And while its sales growth rate is a touch behind expectations, the broker has only reduced its estimates by a touch. The Collins Foods share price was fetching $10.44 at Friday's close.
WiseTech Global Ltd (ASX: WTC)
Analysts at Macquarie upgraded this logistics solutions technology company's shares to an outperform rating with a $108.50 price target. According to the note, while Macquarie sees limited risk with its upcoming half year results, it remains cautious on full year results and FY 2027 guidance. Nevertheless, the broker is feeling more confident about WiseTech Global's business model transition and is bullish on the long term. It believes that the company can and will fundamentally reshape the logistics industry. It also notes that execution risks are commensurate with the size and deliverability of a massive market opportunity, and that its current share price doesn't reflect this delivery. The WiseTech Global share price ended the week at $68.55.
