Experts are always on the lookout for potential ASX share investment opportunities. With recent volatility, there may be some very undervalued stocks out there.
We're going to look at two ideas that are positively rated by analysts and could deliver significant returns within the next year.
Projections are not guaranteed returns, of course, but the below names could be ones to watch closely because they could achieve strong double-digit capital growth in the year ahead.
Image source: Getty Images
Judo Capital Holdings Ltd (ASX: JDO)
Judo is a bank that focuses on providing loans to small and medium enterprises (SME), with a significant portion of funding coming from term deposits from self-managed superannuation funds (SMSFs), individuals and businesses.
The business recently reported its FY26 result, which included a number of positives.
Gross loans and advances (GLA) grew 18% to $14.7 billion and deposits rose 24% to $12.2 billion.
The net interest margin (NIM), a measure of its loan profitability in percentage terms, saw an improvement of 20 basis points (0.20%) to 3.13%.
Impressively, the cost-to-income ratio improved by a whopping 710 basis points (7.10%) to 45.3% thanks to ongoing operating leverage.
Despite some high-profile loan impairments, the company was still able to report statutory net profit growth of 29% to $111.1 million and profit before tax growth of 34% to $168.1 million.
In FY27, the ASX share is expecting a broadly stable NIM, stronger-than-the-market loan growth, continued improvement of the cost-to-income ratio and profit before tax growth of between 25% to 31% to a range of $210 million to $220 million.
According to CMC Invest, there have been eight ratings on the business within the last three months. The average price target from those eight analysts is $1.47, implying a possible rise of around 45% over the next year.
Aeris Resources Ltd (ASX: AIS)
Aeris Resources is another ASX share with positive analyst views on the business.
It's an ASX mining share that produces copper, gold and silver. It said that its copper and gold production for FY27 will be broadly similar to FY26, though silver production is expected to reduce.
However, growth capital expenditure is expected to be significantly higher due to construction and waste stripping at the Constellation project. Exploration spending will also ramp up in FY27 – it could as much as double – with significant drilling programs.
I think the ASX share is exposed to promising long-term tailwinds for both copper and gold. Copper has demand tailwinds such as regular economic growth (such as house building and city expansion), growth of electricity grids, data centres, AI and so on.
According to CMC Invest, there have been six ratings on the business within the last three months. The average price target is 67 cents, suggesting a possible rise of 63% over the next year.
