If you are hunting for ASX 200 stocks that could supercharge your portfolio, then read on.
That's because listed below are two buy-rated stocks that analysts believe could rise at least 20% from current levels.
Here's what they are recommending to clients:
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Netwealth Group Ltd (ASX: NWL)
Bell Potter has named investment platform provider Netwealth as an ASX 200 stock to buy.
The broker believes recent share price weakness has created a buying opportunity for investors. It said:
Upgrade to Buy. First Guardian is an overhang, but if net flows are maintained then the company is on-track to beating guidance and maybe consensus. Against this backdrop there continues to be noise – KKR is looking to exit CFS and Macquarie has disrupted its flows – so we view FY26 as a good setup and upgrade based on valuation, where NWL has averaged an EV/
multiple of 33x.
The last traded price implies 29x our blended FY26-27 estimates. NWL has continued to build platform functionality with additional managed account options, a new individual HIN offering and expanded bond access through the trading desk. This should increase revenue share, and we can see a pathway to the usual +20% revenue growth story that historically has attracted value investors around these levels.
Bell Potter currently has a buy rating and $31.50 price target on the ASX 200 stock. Based on its current share price of $25.76, this implies potential upside of 22% for investors over the next 12 months.
Zip Co Ltd (ASX: ZIP)
The team at Macquarie Group Ltd (ASX: MQG) believes that buy now pay later (BNPL) provider Zip could be an ASX 200 stock to buy.
While the broker acknowledges that loss rates are increasing due to its explosive total transaction value (TTV) growth, it still expects the company to achieve its net transaction margin guidance.
In light of this, the broker sees a lot of value in its shares at current levels. Macquarie said:
Outperform. We forecast Zip to continue to deliver rapid growth supported by increased product adoption, expansion of merchant network, increased customer engagement and digital product innovation.
Catalysts: We expect ZIP to deliver attractive TTV growth and NTM in the guidance range, with potential upside risk to earnings.
Macquarie has an outperform rating and $4.85 price target on Zip's shares. Based on its current share price of $3.56, this suggests that upside of 36% is possible between now and this time next year.
