I think it's very interesting when one expert rates an ASX share is a buy. When numerous analysts think a stock is worth owning, that's worth paying attention.
The two ASX shares we're going to look at in this article are fast-growing businesses with great potential.
When companies are compounding at a strong rate, they can become significantly bigger over three to five years. Let's look at how much the businesses could grow from here.
Image Source: Getty Images
Life360 Inc (ASX: 360)
Life360 describes itself as a family connection and safety company, keeping people close to the ones they love.
It says it has a category-leading mobile app and hardware tracking devices empowering members to stay connected to the people, pets and things they care about most, with a range of services, including location sharing, safe driver reports and crash detection with emergency dispatch.
According to the CMC Invest collation of analyst ratings, the business has been rated as a buy by eight analysts within the last three months. There were no holds or sells.
A price target is where analysts think the share price will be in the next 12 months.
The average price target, according to CMC Invest, is $30.52. That suggests a possible rise of 66% over the next year.
The ASX share is delivering strong growth. In the three months to 31 March 2026, revenue soared 38% to $143.1 million, with advertising revenue growth of 329% to $19.7 million. The company's operating cash flow increased by 42% year-over-year to $17.2 million.
Within that growth, global monthly active users (MAU) grew 17% to 97.8 million, while global paying circles increased 27% to 3 million. Average revenue per paying circle increased 7% to $143.03, helping its revenue grow at a strong pace.
Judo Capital Holdings Ltd (ASX: JDO)
This business aims to be Australia's most trusted small and medium (SME) business bank.
According to the CMC Invest collation of analyst ratings, the business has been rated as a buy by nine analysts within the last three months. There were no holds or sells.
The average price target of those ratings is $2.28, which suggests a possible rise of 63% within the next 12 months.
It's growing its gross loans and advances (GLA) at a pleasing rate of growth, with high levels of loan originations and lower attrition. At 31 March 2026, its GLA had grown to $13.8 billion, an increase of 18% year-over-year.
Its net interest margin (NIM) has been robust, with the FY26 third-quarter NIM being at around 3.15%, up from 3.03% in the first half of FY26.
Thankfully, a couple of weeks ago, the ASX share reported that its loan quality remained stable despite ongoing geopolitical uncertainty and increased market volatility.
The company says it continues to demonstrate operating leverage, which is helping profit before tax (PBT). PBT is benefiting from an investment in productivity, product enhancements and balance sheet optimisation.
According to the forecast on CMC Invest, the Judo Capital share price is valued at under FY27's estimated earnings.
