It's often assumed that because these companies are well-established, there is limited upside. 

However, here are some blue-chip stocks that have recently received price targets from brokers indicating upside of 20% or more. 

Qantas Airways Ltd (ASX: QAN)

With oil prices skyrocketing and geopolitical tension impacting global travel, Qantas shares have faced some volatility recently. 

The company noted that it is facing uncertainty due to Middle East tensions and rising jet fuel refining margins. 

However, it has hedged crude oil exposure and remains confident in fuel supply through April and May. 

Strong international demand – especially to Europe – has led the airline to redeploy aircraft and cut domestic capacity, with higher airfares expected to lift unit revenue by about 5% in the second half of FY26.

These headwinds have pushed its stock price down by 12% year to date. 

In good news for prospective buyers, the Qantas share price could now be a significant value. 

Macquarie recently placed a $11 price target on the airline's shares, which would be a 20% rise from the share price at the time of writing. 

As a bonus, experts are tipping a healthy dividend yield for the ASX 200 company throughout the next few years. 

Telix Pharmaceuticals Ltd (ASX: TLX)

Like many ASX 200 healthcare shares, the Telix stock price has fallen heavily in the last 12 months. 

However, the commercial-stage biopharmaceutical company has rebounded significantly over the past month. 

Brokers believe this could be the start of a longer rally. 

Recently, Bell Potter placed a buy rating and $19 price target on Telix shares after the company announced the refinancing of its convertible note facility. 

The share price at the time of writing is hovering around $14.59, which indicates an upside potential of 30%. 

Life360 Inc (ASX: 360)

Despite now climbing 26% over the last 6 days at the time of writing, the Life360 share price remains significantly below its yearly highs. 

The company's core product is a private family and friends social networking app that allows users to communicate and share their locations.

At the time of writing, this ASX 200 stock is exchanging hands for $22.72 per share. 

However, this is significantly below the $36.02 average price targets of 10 analysts via TradingView. 

Should this ASX 200 stock reach that level in the next 12 months, it would be a 58% rise from current levels. 

The post 3 ASX 200 shares tipped to rise 20% or more appeared first on The Motley Fool Australia.

That's because three ASX 200 tech shares have just been named as buys. Let's see what they are recommending:

Aristocrat Leisure Ltd (ASX: ALL)

The team at Catapult Wealth thinks that Aristocrat Leisure could be an ASX 200 tech share to buy this week.

It believes that AI disruption concerns are overblown and have created a buying opportunity for investors. It explains:

Aristocrat makes and distributes slot machines and is a major player in online casinos. Aristocrat's share price has fallen considerably this calendar year, driven partly by the fear of artificial intelligence (AI) competition and currency related issues. While AI does increase the risk of competition via new entrants, particularly in the online space, the highly regulated nature of the industry provides some protection for Aristocrat.

We believe any risk to Aristocrat's position is overblown, and this weakness presents an opportunity to buy a company with a strong history of earnings growth at the lower end of its historic multiples range.

Life360 Inc (ASX: 360)

Analysts at Bell Potter have named location technology company Life360 as a tech share to buy now.

The broker believes that its shares offer an attractive risk-reward profile at current levels. Bell Potter explains:

This information technology company provides a mobile networking safety app for families. The company offers a compelling growth story driven by its unique position at the intersection of safety, connectivity and subscription-based monetisation. With accelerating premium subscriber growth alongside improving unit economics, the company continues to benefit from strong engagement and pricing power.

The integration of hardware and software ecosystems provide options for further monetisation, while operating leverage is beginning to emerge. Given strong top line momentum, expanding margins and the recent sell-off in line with the broader technology sector, Life360 presents an attractive risk-reward profile, particularly at current levels.

Xero Ltd (ASX: XRO)

Bell Potter has also named cloud accounting platform provider Xero as an ASX 200 tech share to buy.

The broker thinks that AI disruption fears are unwarranted and that recent share price weakness has created a buying opportunity for investors. It commented:

This accounting software provider remains a high quality business, underpinned by strong subscriber growth and increasing average revenue per user through product expansion. Xero continues to improve operating leverage as the business scales up globally, with margins expected to expand in response to cost discipline. Importantly, Xero is transitioning from a growth-at-all-costs model to one focused on profitability and cash generation, which should support a re-rating in valuation.

With a large addressable small-to-medium sized market and increasing penetration of digital accounting, Xero is well positioned to deliver sustained double-digit earnings growth. Near term catalysts include further margin upgrades and continued execution across key regions. We believe concerns related to the impact of artificial intelligence are overblown, and the share price sell-off presents a compelling buying opportunity.

The post Experts name 3 ASX 200 tech shares to buy now appeared first on The Motley Fool Australia.

Technology was the strongest of the 11 ASX 200 market sectors following a commanding lead from Wall Street.

The NASDAQ Composite Index (NASDAQ: .IXIC) has been on a tear in April and hit a new record high last week.

As of Friday's market close (Australian time), the NASDAQ had recorded 12 consecutive days of gains — its best run since 2009.

ASX 200 tech shares have followed suit, but not in a straight line. The sector has lifted 18.47% since the rebound began on 31 March.

It appears investors may have overcome their fears about artificial intelligence (AI).

Investors have fretted over large AI spending and the potential for AI tools like Claude to wipe out software-as-a-service (SaaS) providers.

These fears drove a near halving in the value of the S&P/ASX 200 Information Technology Index (ASX: XIJ) in just seven months.

You read that right — the tech index experienced an extraordinary 48% sell-off between 29 August and 30 March.

No other sector recorded significant gains last week amid the ongoing war in Iran and a major fire at one of Australia's two oil refineries.

Only five ASX 200 sectors finished the week in the green.

Let's recap.

ASX 200 tech shares led the market last week

The ASX 200's largest tech company, WiseTech Global Ltd (ASX: WTC), skyrocketed 22.72% to finish the week at $46.18 per share.

The Xero Ltd (ASX: XRO) share price leapt 14.72% to $81.98, while TechnologyOne Ltd (ASX: TNE) jumped 11.34% to $30.83.

NextDC Limited (ASX: NXT) shares rose 10.14% to $14.12 and Life360 Inc (ASX: 360) increased 9.6% to $21.35.

The Megaport Ltd (ASX: MP1) share price screamed 26.53% to $8.49.

Hansen Technologies Ltd (ASX: HSN) shares soared 9.37% to $5.02.

ASX 200 hotel booking platform provider, Siteminder Ltd (ASX: SDR), ripped 13.27% to $3.33 per share.

Nuix Ltd (ASX: NXL) shares stormed 10.96% higher to $1.26 apiece, while Appen Ltd (ASX: APX) rose 12.77% to $1.59.

The Weebit Nano Ltd (ASX: WBT) share price lifted 7.41% to $4.06.

Objective Corporation Ltd (ASX: OCL) shares lifted 6.97% to $11.82.

The Dicker Data Ltd (ASX: DDR) share price ascended 4.19% to $8.95.

ASX 200 market sector snapshot

Here's how the 11 market sectors stacked up last week, according to CommSec data.

Over the five trading days:

The post ASX 200 tech shares rocket 13% as long-awaited sector rebound accelerates appeared first on The Motley Fool Australia.

Unfortunately, the team at Bell Potter thinks that this leaves the ASX 200 tech stock fairly valued now and has downgraded it.

What is the broker saying?

The broker highlights that TechnologyOne's shares now trade at a significant premium to WiseTech Global Ltd (ASX: WTC), Pro Medicus Ltd (ASX: PME), and Life360 Inc. (ASX: 360). It explains:

We downgrade our recommendation on Technology One from BUY to HOLD given the rally in the share price to above our target price. We believe the stock now looks fairly valued on FY26 and FY27 EV/EBITDA multiples of c.32x and 28x which [we] note are the highest in our coverage of S&P/ASX 100 technology stocks and well above that of WiseTech Global on c.22x and 18x.

We acknowledge that Technology One is probably the best placed amongst our coverage of technology stocks to withstand AI disruption given its large proprietary data assets and mostly government and higher education customer base. The company is also embedding agentic AI across its product suite which will both improve the customer experience and further strengthen its position against disruption. But the recent outperformance of the stock relative to others in the sector like WiseTech, Pro Medicus and Life360 now makes it look relatively expensive and we see better value elsewhere.

Downgraded to hold

According to the note, the broker has downgraded the ASX 200 tech stock to a hold rating with an improved price target of $31.00 (from $29.00).

This is largely in line with the current TechnologyOne share price of $30.83.

Commenting on the company, Bell Potter said:

With the recent rebound in technology stocks we have increased the multiples we apply in the PE ratio and EV/EBITDA valuations from 55x and 30x to 60x and 32.5x. and also modestly reduced the WACC we apply in the DCF from 8.4% to 8.3%. The net result is a 7% increase in our target price to $31.00 which is only a modest premium to the share price so is consistent with the downgrade to a HOLD recommendation.

We note there is perhaps a lack of catalysts for the stock with the company already – and unusually – providing full year guidance at the AGM in February (this is usually provided at the H1 result in May). There is also a greater-than-usual earnings skew to H2 this year due to higher investment in H1 so we do not see much if any potential of an upgrade to the guidance at the H1 result.

The post Which ASX 200 tech stock has Bell Potter just downgraded? appeared first on The Motley Fool Australia.

The Nasdaq Composite Index (NASDAQ: .IXIC) lifted 1.59% to a new record high last night.

ASX 200 tech shares have risen 16.2% over the past 11 trading sessions, but our tech index has fluctuated over the period.

Meanwhile, the NASDAQ has increased in a straight line by 15.5%, one day after another, since 30 March.

That's its best run since December 2023.

Could this mean an end to the tech wreck?

ASX 200 tech shares began a downward spiral in September last year.

Tech investors began worrying about high stock valuations and large-scale artificial intelligence (AI) capex spending.

Then this year, a series of updates to Anthropic's AI assistant, Claude, stoked fears of major disruption for software-as-a-service (SaaS) providers.

If agentic AI and generative tools like Claude can custom-write software, why would companies subscribe to proprietary SaaS products?

These fears were especially felt in Australia given four of the six biggest ASX 200 tech shares by market capitalisation are SaaS providers.

Some experts labelled it a 'SaaSpocalypse' moment, while others insisted the highest quality tech companies would ride it out.

The cumulative impact: the S&P/ASX 200 Information Technology Index (ASX: XIJ) fell 48% between 29 August and 30 March.

Here comes the rebound

The biggest ASX 200 tech share by market cap is SaaS logistics management platform provider, WiseTech Global Ltd (ASX: WTC).

The Wisetech share price is $43.63, up 9.2% today and up 19.5% over the past 11 trading sessions.

Next is accounting services provider Xero Ltd (ASX: XRO).

The Xero share price is $80.70, up 7.5% on Thursday and up 14.5% since 30 March.

Enterprise resource planning provider TechnologyOne Ltd (ASX: TNE) is also higher today.

TechnologyOne shares are $30.49, up 5.8% today and up 15.2% over the 11 trading sessions.

The Nextdc Ltd (ASX: NXT) share price is 4.2% higher at $13.96, and it's up 23.8% since 30 March.

The share price of family location app provider Life360 Inc (ASX: 360) is $21.15, up 11.6% today and up 16.6% since 30 March.

Shares in hotel bookings management platform provider Siteminder Ltd (ASX: SDR) are up 8.3% to $3.35 today.

Siteminder shares have surged 23.4% since 30 March.

Technology is the strongest of the 11 ASX 200 market sectors today.

Meanwhile, the benchmark S&P/ASX 200 Index (ASX: XJO) is in the red, down 0.3% to 8,952.6 points.

The post Is the ASX 200 tech wreck over amid a 6% rise in shares today? appeared first on The Motley Fool Australia.

However, you can't just put it in any old share. The key is focusing on businesses with scalable models, strong tailwinds, and the ability to keep growing earnings over time.

While there will always be volatility along the way, the right companies can reward patient investors.

Here are three ASX growth shares that analysts think could be worth considering.

Pro Medicus Ltd (ASX: PME)

The first ASX growth share that could be a standout pick is Pro Medicus.

It operates in medical imaging software and has built a reputation as one of the highest-quality growth companies on the ASX.

What makes it particularly compelling is its business model. The company wins large, long-term contracts with hospitals and healthcare providers, creating recurring revenue and strong visibility over future earnings.

It also operates with very high margins, which means a large portion of its revenue flows through to profit.

The team at Bell Potter thinks recent share price weakness has created a buying opportunity. Earlier this week, it put a buy rating and $226.00 price target on its shares.

Life360 Inc (ASX: 360)

Another ASX growth share that could be worth considering is Life360.

Life360 has built a global platform focused on family safety and location sharing, with almost 100 million active users.

The company is increasingly monetising its platform through subscriptions, partnerships, advertising, and new services. This is underpinning significant recurring revenue.

And with management confident that 2026 will see further strong user growth, Life360 looks likely to deliver another year of stellar revenue and profit growth.

Bell Potter is also bullish on this one and recently put a buy rating and $35.50 price target on its shares.

WiseTech Global Ltd (ASX: WTC)

A third ASX growth share that could be worth considering is WiseTech Global.

It provides software solutions for the global logistics industry, with its CargoWise platform deeply embedded in customer operations.

This creates strong switching costs and recurring revenue, both of which are attractive traits in a growth company.

The company continues to expand its product offering and global reach, positioning itself at the centre of increasingly complex supply chains.

With global trade becoming more digitised, WiseTech has a long runway for growth.

Last week, the team at Morgan Stanley put an overweight rating and $70.00 price target on its shares.

The post 3 ASX growth shares to buy with $10,000 appeared first on The Motley Fool Australia.

Four ASX shares that are not letting that hold them back today are listed below. Here's why they are charging higher:

AMP Ltd (ASX: AMP)

The AMP share price is up 4% to $1.45. Investors have been buying the financial services company's shares following the release of a first-quarter update. AMP reported a 45% growth in Platforms net cashflows to $1.1 billion and improved Superannuation & Investments (S&I) net cash outflows down to $80 million. The latter is a 26% year-on-year improvement. Another positive is news that AMP will be undertaking a $150 million on-market share buyback.

Life360 Inc (ASX: 360)

The Life360 share price is up almost 9% to $1.44. This is despite there being no news out of the location technology company on Thursday. However, it is worth noting that a number of ASX tech shares are rebounding today following a positive night on the tech-focused Nasdaq index. The gains have been so strong that the S&P ASX All Technology index is up a sizeable 3.7% at the time of writing.

Netwealth Group Ltd (ASX: NWL)

The Netwealth share price is up 4.5% to $24.93. This follows the release of the investment platform provider's third-quarter update this morning. Netwealth revealed a 20.9% increase in funds under administration (FUA) to $125.8 billion. This was underpinned by FUA net inflows of $7.6 billion for the quarter. Looking ahead, it expects FUA net flows to be largely in line with what was recorded in FY 2025, along with an EBITDA margin of 49%.

Ora Banda Mining Ltd (ASX: OBM)

The Ora Banda Mining share price is up a sizeable 11% to $1.46. The catalyst for this has been the release of a production update from the gold miner this morning. The company reported record quarterly production of 38,766 ounces of gold, which is up 21% quarter on quarter. Ora Banda Mining's managing director, Luke Creagh, said: "The team has done an outstanding job with the ramp-up of operations during FY26 with this quarter showing a 21% increase in ounces produced over the December period which has delivered $76.3 million in free cash flow after substantial investments into future growth projects."

The post Why AMP, Life360, Netwealth, and Ora Banda shares are racing higher today appeared first on The Motley Fool Australia.

For me, the more interesting question is what has changed beneath the surface, and whether the long-term direction of the business still points higher over time.

Here are two ASX 200 shares that have pulled back heavily, but that I think still offer compelling long-term potential.

Life360 Inc (ASX: 360)

Life360 is a business I increasingly think of as a network rather than just an app.

At its core, this technology company connects families through location sharing and safety features, but what stands out is the scale it is reaching. The platform now has close to 100 million monthly active users globally, with strong growth continuing across both the US and international markets.

That kind of scale creates something valuable. As more users join the platform, the usefulness of the network increases, and that can support stronger engagement and monetisation over time. The company is already seeing that play out, with subscription growth continuing to track alongside user growth.

What I find interesting is how many layers this business could have. Beyond subscriptions, there are opportunities in hardware, data, advertising, and additional services that sit on top of the core platform. That creates multiple pathways for growth, rather than relying on a single revenue stream.

For me, the size of the network and the ability to deepen monetisation over time is what makes this ASX 200 share very interesting, especially after falling more than 60% from its high.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne offers a very different type of opportunity.

Where Life360 is building a global consumer platform, TechnologyOne is focused on enterprise software, particularly for government, education, and large organisations.

What stands out to me here is the strength and consistency of the business. Over time, TechnologyOne has developed a model built around recurring revenue, long-term customer relationships, and steady expansion within its existing base. That creates a level of predictability that is not always common in technology companies.

More recently, the company has been leaning into artificial intelligence (AI) as part of its product offering, with management highlighting AI as a driver of confidence in future growth.

I think that is an interesting shift. Rather than being positioned as a risk, AI is being integrated into the product suite to enhance what the company already does. That approach could help strengthen its value proposition over time, particularly with customers looking for more capability without added complexity.

The share price pullback suggests some caution from the market, but the underlying model remains consistent. For me, that combination of reliability and gradual evolution is what makes it a compelling long-term holding. This is particularly the case after pulling back 33% from its high.

Foolish Takeaway

Share price declines of this magnitude often reflect a change in sentiment as much as a change in fundamentals.

Life360 is building a large and growing network with multiple avenues for monetisation, while TechnologyOne continues to deliver a steady, recurring revenue model while evolving its product offering.

They are different businesses, but I think both offer something that matters over the long term. The ability to grow into a larger opportunity from where they are today.

The post 2 ASX 200 shares down 30%+ that I'd buy with $4,000 appeared first on The Motley Fool Australia.

While markets will inevitably have ups and downs, high-quality growth companies can often look through that noise.

Here are five ASX growth shares that could be worth buying and holding for the next five years.

Breville Group Ltd (ASX: BRG)

The first ASX growth share that could be a strong long-term pick is Breville.

Breville has built a premium global brand in kitchen appliances, with a focus on innovation and design. What makes the company particularly compelling is its international expansion.

A large portion of its revenue now comes from overseas markets, giving Breville exposure to a much larger opportunity than the domestic market alone. Combined with its leadership position in the thriving coffee market, this leaves it well-placed for sustainable growth.

Life360 Inc (ASX: 360)

Another ASX growth share to consider is location technology company Life360.

Life360 is transitioning from just a user growth story into a user growth and monetisation story. Its platform has almost 100 million users globally, but the focus is now on converting that scale into sustainable earnings.

Subscription growth, partnerships, and new features are helping drive revenue higher, while improving operating leverage is supporting profitability.

If the company continues executing well, it could evolve into a highly scalable global platform business.

Pro Medicus Ltd (ASX: PME)

A third ASX growth share that stands out is Pro Medicus.

Pro Medicus provides medical imaging software and has built a reputation for winning large, long-term contracts with leading hospitals.

What sets it apart is its high-margin business model and strong competitive positioning. Once its technology is in place, switching costs are high, leading to recurring revenue and strong retention.

ResMed Inc (ASX: RMD)

A fourth ASX growth share that could be worth considering is ResMed.

ResMed operates in the sleep apnoea and respiratory care market, combining medical devices with digital health platforms.

Its business benefits from recurring revenue, as patients continue to purchase masks, software, and accessories over time. There are also strong structural tailwinds, including ageing populations and increasing awareness of sleep health.

With ongoing innovation and a growing global footprint, ResMed appears well placed to deliver sustainable growth long into the future.

WiseTech Global Ltd (ASX: WTC)

A final ASX growth share that could be worth considering is WiseTech Global.

WiseTech is building the software backbone for global logistics through its CargoWise platform. Its solutions are deeply embedded in customer operations, creating strong switching costs and recurring revenue.

The company continues to expand its capabilities and increase its reach across global supply chains.

As trade becomes more complex and digitised, WiseTech's platform could become even more critical, supporting long-term growth.

The post 5 ASX growth shares to buy and hold for 5 years appeared first on The Motley Fool Australia.

This has been consistent across both ASX and global shares. 

After falling 9% over the first three weeks of March, the S&P/ASX 200 Index (ASX: XJO) has since rebounded 7%.

Geopolitical shocks and volatility are inevitable during the life of an investor. 

However, this recent recovery shows just how quickly markets can recover. 

Despite the recovery, there are still ASX 200 stocks that haven't enjoyed the same rebound. 

Here are three still sitting well below fair value according to brokers. 

Life360 Inc (ASX: 360)

For a long time, Life360 shares enjoyed a strong and almost uninterrupted rise.

The company's core product is a private family and friends social networking app that allows users to communicate and share their locations. 

After peaking at more than $55 per share in October last year, they have since fallen significantly. 

At the time of writing, they are down 66% since hitting all-time highs and closed yesterday at $18.58. 

However, this could now be an opportunity for investors to buy low on a quality company, as the business continues to grow its user base and monetisation.

The team at Bell Potter agrees.

The broker has a buy rating on this ASX 200 stock, with a price target of $35.50. 

From yesterday's closing price, this indicates an upside of more than 90%. 

Guzman y Gomez Ltd (ASX: GYG)

It has been a turbulent start to life as an ASX 200 stock for GYG. 

After first listing on the ASX in June last year, it quickly rode positive momentum to more than $43 per share. 

However, since then, the fast casual Mexican-inspired food chain has seen its share price fall more than 50%. 

It closed yesterday at $19.96 per share. 

However, the company recently posted a positive third-quarter update, prompting a positive response from Morgans.

The broker has retained their buy rating on this ASX 200 stock with an improved price target of $26.70.

From yesterday's closing price, this indicates a potential upside of almost 34%. 

Harvey Norman Holdings Ltd (ASX: HVN)

Harvey Norman shares have suffered along with many consumer discretionary shares this year. 

The Australian-based retailer has seen its share price dip 34% year to date. 

It now appears to be another ASX 200 stock trading below fair value. 

Bell Potter currently has a buy rating with a price target of $6.70.

From yesterday's closing share price of $4.61, that indicates an upside potential of just over 45%. 

The post 3 discounted ASX 200 shares to buy before they rebound  appeared first on The Motley Fool Australia.

Not just companies with strong recent performance, but businesses with durable advantages, long growth runways, and the ability to keep compounding over time.

Here are three ASX shares that fit that description and could be worth a closer look following recent share price weakness.

Cochlear Ltd (ASX: COH)

The first ASX share that stands out is Cochlear. It is a medical device company that operates a highly specialised global ecosystem built around hearing implants.

What makes it a quality business is not just its technology leadership, but the longevity of its customer relationships. Once a patient enters the system, they often remain within it for decades through upgrades, servicing, and support.

This creates a steady and growing revenue base that is less dependent on constant new customer acquisition.

With hearing loss becoming more prevalent globally and access to treatment still expanding, Cochlear has a long runway ahead. For investors focused on quality, that combination of recurring revenue and structural demand is hard to ignore.

Life360 Inc (ASX: 360)

Another ASX share that could appeal to quality-focused investors is Life360.

This family safety technology company has been growing at a rapid rate for many years and has around 100 million monthly active users (MAUs) now.

From these users, the company is generating significant subscription revenues and a growing stream of advertising income.

And with management confident that its strong growth can continue in 2026, the future is looking bright for this one. This is especially the case given its plans to expand its offering into pet tracking and other areas.

The company is essentially building a product that integrates into everyday life. And that kind of engagement can be a powerful foundation for long-term value creation.

Pro Medicus Ltd (ASX: PME)

A third ASX share that fits firmly in the quality category is Pro Medicus.

Pro Medicus operates in medical imaging software, but what sets it apart is its business model.

The company focuses on winning large, long-term contracts with leading hospitals and healthcare providers. Once embedded, its solutions become critical to operations, creating high switching costs and strong customer retention.

What is particularly compelling is its ability to scale without a corresponding increase in costs. This has led to exceptional margins and strong cash generation.

Despite already delivering significant growth, Pro Medicus continues to win new contracts globally, particularly in the United States.

And with its shares down heavily from their highs, now could be an opportune time to invest for the long term.

The post 3 high-quality ASX shares to buy while they are cheap appeared first on The Motley Fool Australia.

A big part of that has been the market's growing focus on artificial intelligence (AI). Investors are trying to work out which businesses will benefit, which may be disrupted, and how quickly those changes could play out.

That uncertainty has weighed heavily on sentiment.

In many cases, it has led to sharp valuation resets, with several software-focused companies now down more than 50% from their 52-week highs.

Here are three that I think are worth revisiting.

Life360 Inc. (ASX: 360)

Life360 has seen a significant pullback and is down 66% from its high. This is despite continuing to expand its platform.

The company operates a location-based app that focuses on safety and connectivity for families. Over time, it has been shifting toward a subscription model, which can create more predictable revenue.

What stands out to me is how the AI narrative has affected sentiment. While Life360 is not a traditional enterprise software company, it still sits within the broader tech ecosystem. As investors reassess which digital platforms will benefit from AI and which could face pressure, companies like Life360 have been caught in that shift.

At the same time, the business continues to grow its user base and monetisation.

If it can keep executing on that transition to subscriptions and building its moat, I think there is a case that the share price weakness has created a compelling buying opportunity.

Xero Ltd (ASX: XRO)

Xero has been one of the more obvious examples of this trend. As a cloud-based accounting software provider, it sits directly in the line of fire when it comes to AI disruption concerns.

Investors are asking valid questions. Could AI automate parts of the accounting process? Could it reduce the need for traditional software platforms? And how will companies like Xero adapt?

Those questions have contributed to the de-rating. But I think it is also important to consider the other side.

Xero is deeply embedded in the operations of small and medium-sized businesses. It is not just a tool, it is part of how those businesses run day to day.

That creates switching costs and supports recurring revenue.

Over time, I think the more likely outcome is that AI becomes an enhancement rather than a replacement, but that is something the market is still trying to price in.

WiseTech Global Ltd (ASX: WTC)

WiseTech has also been caught up in the same shift. The company develops logistics software that is used across global supply chains, and like Xero, it has a deeply embedded product.

But again, AI disruption fears have weighed on sentiment. Investors are questioning how emerging technologies might change the competitive landscape, particularly in software-heavy businesses. That has contributed to a significant pullback in the share price.

At the same time, the underlying need for logistics software has not changed. Global trade remains complex, and managing supply chains requires increasingly sophisticated systems.

For me, that suggests the long-term demand is still there, even if the market is reassessing how that demand will be met.

Foolish takeaway

The selloff in software shares this year has not happened in a vacuum. AI disruption fears have played a major role, leading investors to reassess valuations across the sector.

That has created sharp declines in companies like Life360, Xero, and WiseTech.

The key question now is whether those concerns are overstated or justified. If these businesses can adapt and incorporate new technologies into their platforms, the current weakness could prove to be an incredible opportunity.

The post Have these top ASX shares been sold off too far? appeared first on The Motley Fool Australia.

Harvey Norman Holdings Ltd (ASX: HVN), Life360 Inc (ASX: 360), and Super Retail Group Ltd (ASX: SUL) are three ASX 200 shares that have dropped to a 52-week low recently.

Here's a rundown of what has pushed their share prices lower, and what we can expect next.

The ASX 200 shares to buy

Harvey Norman shares hit a fresh 52-week low of $4.66 on Tuesday lunchtime. The share price also dropped over 12% in February alone and has continued to tumble another 13% through March. The trend has continued through the first two weeks of April, too.

It looks like investors quickly took their profits off the table in late February after Harvey Norman shares enjoyed a strong rally through late 2025.

But the retail giant has faced strong headwinds over the past year on the back of renewed concerns about rising inflation and how that will impact consumer spending. Tighter household budgets mean Australians are spending less on discretionary items this year.

Market Index data shows that brokers now think the shares are below fair value. They rate the ASX 200 stock as a buy with an average target price of $6.29. That implies a potential 35.2% upside at the time of writing.

Another beaten-down ASX 200 stock that brokers are even more positive about is Life360. The US-based software development company's shares fell to a 52-week low of $17.91 at the close of the ASX on Monday afternoon. 

The shares have rebounded today, climbing 4.4% to $18.70 at the time of writing, but they're still 42.4% lower year to date and over 66% lower since the stock peaked at an all-time high of $55.87 in October last year. 

The ASX 200 stock has suffered a volatile few months after it was caught up in the tech-sector-wide sell-off. This was driven by a growing fear that companies' core services could be replaced by AI. At the same time, there was concern that tech sector share prices, including Life360, had become overinflated.

But brokers are very bullish that the share price could start soaring higher. They have a strong buy consensus rating with the potential to climb 91.5% to $35.78, at the time of writing.

And one to hold

Just because an ASX 200 stock has fallen to a 52-week low, it doesn't necessarily mean it's below fair value.

For example, Super Retail Group shares closed at a one-year low of $12.50 when the bell sounded on the ASX on Monday afternoon. While the shares have climbed 1.5% at the time of writing today, to $12.69, they're still down nearly 20% for the year to date.

The share price has tumbled since August last year, off the back of declining revenue figures, tighter margins, and rising operating costs. Higher inflation is also dampening consumer spending, which affects the company's margins.

While the shares have tumbled, brokers are hesitant about what to expect next. Market Index indicates brokers have a hold rating on the ASX 200 stock with a $16.44 target price. However, that still implies a 30% upside at the time of writing.

The post These 3 ASX 200 stocks hit a 52-week low: Buy, sell or hold? appeared first on The Motley Fool Australia.

That still leaves it down 7.8% on the day and extends a brutal 65% decline over the past six months.

It's left investors asking a simple question: Is something actually broken, or is this just another wave of tech sector volatility washing through the market?

Why are Life360 shares falling?

The answer, for now, looks more nuanced than alarming.

There hasn't been a single company-specific shock driving the move of Life360 shares. No major profit warning. No headline-grabbing downgrade. Instead, the weakness appears to be the result of multiple smaller forces hitting at once — and they're all familiar ones for high-growth tech stocks.

Start with sentiment. Life360 is still treated by the market as a high-growth technology name, which means it rises fast when optimism is high and falls just as quickly when risk appetite fades.

Right now, that appetite is fading again. Rising interest rate expectations, ongoing valuation compression across growth stocks, and renewed caution around software-style business models have all weighed on sentiment across the sector.

Life360 hasn't been immune to that rotation.

Analyst snapshot

Then there's the analyst backdrop.

While there hasn't been a dramatic fresh downgrade triggering today's move, the tone from brokers on Life360 shares has become more cautious in recent weeks. Price targets have been nudged lower in some cases, reflecting a more conservative view on near-term growth expectations.

Importantly, this isn't a call that the business is deteriorating. It's more about slowing the pace of upside after a strong run. That distinction matters. The market, however, tends to react less to nuance and more to momentum. When sentiment turns cautious, even solid companies can drift lower as buyers step back.

Short-term uncertainty

Company-specific developments haven't helped the Life360 share price either.

Life360 has recently been reshaping parts of its business, including restructuring efforts tied to artificial intelligence adoption and operational efficiency. While these moves are aimed at long-term scalability, they can introduce short-term uncertainty around margins and execution. Markets don't always reward transition phases, even when they are strategically sound.

At the same time, investors are still focused on one critical question: How efficiently can Life360 convert user growth into higher-margin subscription revenue? That remains the key battleground for valuation.

Foolish Takeaway

Put it all together, and the picture becomes a bit clearer. This isn't a story of collapsing fundamentals. It's a story of cooling expectations meeting fragile sentiment around Life360 shares.

The business is still growing, still expanding its ecosystem, and still pushing deeper into its core family safety and location platform. But the market is no longer willing to price perfection into that growth story.

Life360's move to fresh lows looks less like a breakdown and more like a re-rating in real time. The business hasn't changed dramatically, but investor expectations clearly have.

And in today's market, that can be enough to push even strong growth stories lower before they find their footing again.

The post Why are Life360 shares sliding to fresh lows today? appeared first on The Motley Fool Australia.

Markets have been volatile, sentiment has swung sharply, and a number of high-quality ASX shares are still trading well below their peaks. For long-term investors, that combination can open the door to attractive opportunities.

Here are three ASX shares that could be no-brainer buys right now.

CSL Ltd (ASX: CSL)

The first ASX share that looks very attractive at current levels is biotech leader CSL.

It is not often that a company of CSL's calibre trades at a discount, but recent headwinds have created that setup. Concerns around the underperformance of its key CSL Behring business, a sudden CEO exit, and broader market sentiment have weighed on the CSL share price.

However, these challenges appear largely short-term rather than structural. CSL remains a global leader in plasma therapies, with demand underpinned by ageing populations and rising healthcare needs. These are long-term drivers that are unlikely to change.

As its performance normalises and operational efficiencies improve, there is a clear pathway for margins to recover.

For patient investors, this could be one of those rare windows to buy a world-class business at a more attractive price.

Life360 Inc (ASX: 360)

Another ASX share that could be worth considering is location technology company Life360.

Life360 is transitioning from just a user growth story into both a monetisation and user growth story. Its platform continues to grow globally, but the focus is now on improving revenue per user through subscriptions, partnerships, and new services.

At the same time, profitability is improving as the company demonstrates operating leverage.

This is often the phase where growth companies begin to rerate, as investors gain confidence in the sustainability of earnings.

If that shift in perception continues, the current share price may prove to be an attractive entry point.

WiseTech Global Ltd (ASX: WTC)

A final ASX share that could be a strong buy is WiseTech Global.

WiseTech is building what is increasingly becoming the operating system for global logistics. Its CargoWise platform is deeply embedded across supply chains, making it highly difficult for customers to replace.

The interesting part of the story right now is not the business itself, but how it is being priced.

Like many growth names, WiseTech has experienced volatility as investors reassess valuations and consider the impact of emerging technologies. Yet the company continues to expand globally, win larger customers, and deepen its product suite.

With logistics becoming more complex and digitised, WiseTech's long-term opportunity remains substantial.

The post $5,000 to invest? 3 ASX shares that could be no-brainer buys right now appeared first on The Motley Fool Australia.

But it does not have to be complicated. In fact, a well-constructed portfolio of just 10 ASX shares can provide diversification, income, and long-term growth potential.

The key is balance. You want exposure to different sectors, business models, and growth drivers so you are not relying on just one theme to succeed.

Here is one way investors could build a winning 10-ASX share portfolio in 2026.

Start with high-quality core holdings

The first ASX share that could anchor a portfolio is CSL Ltd (ASX: CSL).

CSL is a global healthcare leader with defensive earnings and long-term growth drivers. Demand for its therapies is supported by ageing populations and rising healthcare needs, making it a strong foundation.

Another ASX share that could play a similar role is Wesfarmers Ltd (ASX: WES).

Wesfarmers offers diversification through retail, chemicals, and industrial operations. Its ability to allocate capital effectively has been a key driver of long-term returns.

A third ASX share to consider is Commonwealth Bank of Australia (ASX: CBA).

While not the cheapest bank, CBA provides reliable earnings and fully franked dividends, making it a cornerstone for many Australian portfolios.

Add growth engines to drive returns

A fourth ASX share that could boost long-term returns is Xero Ltd (ASX: XRO).

Xero continues to expand globally, with its cloud accounting platform gaining traction in multiple markets. It represents a scalable growth opportunity.

Another ASX share that could fit here is WiseTech Global Ltd (ASX: WTC).

WiseTech's CargoWise platform is deeply embedded in global logistics, giving it strong competitive advantages and a long runway for growth.

A sixth ASX share to consider is Pro Medicus Ltd (ASX: PME).

Pro Medicus is a high-margin healthcare technology company that continues to win major contracts globally. Its growth profile remains very strong.

Include income and stability

A seventh ASX share that could add income is Telstra Group Ltd (ASX: TLS).

Telstra offers attractive dividend yields and is now focused on growth through its Connected Future 30 strategy, combining income with improving fundamentals.

Another ASX share in this category is Transurban Group (ASX: TCL).

Transurban provides steady, inflation-linked cash flows from its toll road assets, making it a reliable income generator.

Add structural and thematic exposure

A ninth ASX share that could round out the portfolio is Goodman Group (ASX: GMG).

Goodman provides exposure to logistics and data infrastructure, both of which are benefiting from e-commerce and digitalisation trends.

Finally, a tenth ASX share to consider is Life360 Inc (ASX: 360).

Life360 offers exposure to a growing global user platform that is increasingly monetising its base. It adds a higher-risk, higher-reward element to the portfolio.

The bottom line

A 10-share portfolio like this gives investors exposure to defensive healthcare, financials, technology, infrastructure, and emerging growth opportunities.

By combining quality, growth, and income, investors can build a portfolio that is well positioned to navigate different market conditions and deliver strong long-term returns.

The post How to build a winning 10 ASX share portfolio from scratch in 2026 appeared first on The Motley Fool Australia.

To narrow things down, let's take a look at whether analysts rate the popular ASX shares below as buys right now. Here's what you need to know:

Life360 Inc. (ASX: 360)

Bell Potter thinks this family safety technology company could be undervalued at current levels. Last week, the broker put a buy rating and $35.50 price target on its shares.

Although Bell Potter suspects that Life360 could fall short of its monthly active user growth guidance in 2026, it hasn't made any revisions to its estimates. That's because it believes it will convert more than expected users into paid subscribers. It explains:

Despite the lowering in our global MAU growth forecast in 2026 there is no change in our revenue or earnings forecasts as, on the flip side, we have increased our conversion rate forecasts so that there is no change in our paying circle forecast for the full year. Our average forecast quarterly conversion rate – measured in crude or broad terms – has increased from 3.4% to 3.5% which is still below the average 3.6% in 2025. We are therefore still modestly below last year's level which is perhaps conservative given the addition of Pet GPS but there was an unusual spike in the conversion rate in 3Q2025 which we assume is not repeated this year.

Northern Star Resources Ltd (ASX: NST)

Bell Potter has been looking at this gold miner and sees an opportunity for investors. It has put a buy rating and $35.00 price target on its shares. The broker believes a recent share buyback signals value in the underlying business. It said:

NST announced the commencement of an on market Buy-back scheme of up to A$500m, representing ~1.6% of issued capital. The buy-back is separate from the dividend payout policy of 20-30% of cash earnings and will commence on the 23rd of April. The buy-back has minimal impact on our EPS estimates going forward, however the signalling of value in the underlying business is of more importance.

Sigma Healthcare Ltd (ASX: SIG)

Finally, Morgans has put a buy rating and $3.36 price target on this pharmacy chain operator and wholesale distributor.

It thinks investors should buy the dip after the Chemist Warehouse owner's shares pulled back recently. It explains:

SIG is a leading healthcare wholesaler, distributor and retail pharmacy franchisor with operations in Australia, NZ, Ireland and the UAE. We are forecasting ~20% EBIT growth p.a. over the next few years driven by strong LFL sales growth, store rollout (domestically and internationally), operating efficiencies and $100m p.a. synergies by FY29. Given the share price weakness, we have upgraded our recommendation to BUY (from ACCUMULATE) with an unchanged target price of $3.36 and 26% upside.

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That's the view of analysts at Bell Potter, who remain bullish on the family safety technology company.

What is the broker saying?

Bell Potter believes there is a chance that Life360 will be forced to downgrade its bold monthly active user (MAU) guidance for 2026. It said:

We have reviewed our Life360 forecasts and the key change we have made is to lower our forecast growth in global MAUs this year from 19.2% to 17.5%. The significance of this change is that the guidance is 20% growth and, while we were already marginally below this level before, we are now more significantly below and this suggests or implies we see potential for a downgrade to this metric in the guidance at some stage.

The trigger for making this change is we have reduced our forecast growth for global MAUs in Q1 from 18.8% to 17.6% to be more consistent with the guidance of <20% growth. This level of forecast growth in Q1 makes it look difficult for the full year guidance to be achieved and, for instance, requires that global MAUs increase by >5m in each of Q2, Q3, and Q4 versus our forecast of 2.6m in Q1.

However, despite lowering its MAU expectations, the broker has not made a change to its revenue or earnings estimates. That's because it believes Life360 can convert more existing users to paid plans than previously estimated. It adds:

Despite the lowering in our global MAU growth forecast in 2026 there is no change in our revenue or earnings forecasts as, on the flip side, we have increased our conversion rate forecasts so that there is no change in our paying circle forecast for the full year.

Our average forecast quarterly conversion rate – measured in crude or broad terms – has increased from 3.4% to 3.5% which is still below the average 3.6% in 2025. We are therefore still modestly below last year's level which is perhaps conservative given the addition of Pet GPS but there was an unusual spike in the conversion rate in 3Q2025 which we assume is not repeated this year.

Big potential returns for Life360 shares

According to the note, the broker has retained its buy rating on Life360 shares with a trimmed price target of $35.50 (from $37.75).

Based on its current share price of $20.14, this implies potential upside of approximately 75% for investors over the next 12 months.

The broker concludes:

We have reduced the multiple we apply in the EV/EBITDA valuation from 37.5x to 35x and increased the WACC we apply in the DCF from 9.2% to 9.5% given the risk we see of a potential downgrade to the global MAU growth guidance for this year.

We stress, however, that we see less risk of a downgrade to the revenue or adjusted EBITDA guidance given we believe any shortfall in MAU growth can be made up by a higher conversion rate. The net result is a 6% reduction in our target price to $35.50 which is still a significant premium to the share price so we maintain our BUY recommendation.

The post Here's why Life360 shares could rise a massive 75% appeared first on The Motley Fool Australia.

Will the market be able to build on this on Friday and end the week on a high? Here are five things to watch:

ASX 200 expected to edge lower

The Australian share market looks set to edge lower on Friday despite a decent night in the United States. According to the latest SPI futures, the ASX 200 is expected to open 5 points lower this morning. On Wall Street, the Dow Jones was up 0.6%, the S&P 500 rose 0.6% and the Nasdaq climbed 0.8%.

Oil prices rebound

It could be a good finish to the week for ASX 200 energy shares such as Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices rebounded overnight. According to Bloomberg, the WTI crude oil price is up 4.65% to US$98.80 a barrel and the Brent crude oil price is up 2% to US$96.68 a barrel. This was driven by concerns over the US-Iran ceasefire sticking.

Buy Life360 shares

Life360 Inc (ASX: 360) shares could be undervalued according to analysts at Bell Potter. This morning, the broker has retained its buy rating with a trimmed price target of $35.50. It said: "There is, therefore, some risk around the Q1 result – scheduled to be released on 12th May – and the potential of a downgrade or softening of the global MAU growth target though, on the flip side, reiteration of the guidance could be taken positively as it would show confidence in the outlook."

Gold price rises

ASX 200 gold shares Evolution Mining Ltd (ASX: EVN) and Newmont Corporation (ASX: NEM) could have a decent finish to the week after the gold price rose slightly overnight. According to CNBC, the gold futures price is up 0.2% to US$4,785.9 an ounce. Ceasefire concerns and the release of US inflation data were behind the rise.

Buy Northern Star shares

Northern Star Resources Ltd (ASX: NST) shares could be cheap according to Bell Potter. Ahead of the release of its quarterly update and following the announcement of a share buyback, the broker has retained its buy rating and $35.00 price target. It said: "The buy-back has minimal impact on our EPS estimates going forward, however the signalling of value in the underlying business is of more importance. As noted above, we see NST as hitting the bottom of production and earnings downgrades, with some margin compression to come from the impact of fuel prices."

The post 5 things to watch on the ASX 200 on Friday appeared first on The Motley Fool Australia.

But history shows that companies with strong competitive advantages, large market opportunities, and scalable business models can deliver outsized returns over time.

In many cases, these businesses are still early in their growth journey, which gives them a long runway to expand.

Here are three ASX shares that could have the potential to double over the next decade, or even sooner if things go their way.

Life360 Inc. (ASX: 360)

The first ASX share that could deliver strong long-term returns is Life360.

It is a family safety and location platform provider that has built a large and highly engaged global user base. Its app provides services such as real-time location sharing, driving reports, and emergency assistance.

What makes Life360 particularly compelling is its monetisation opportunity. While almost 100 million users are already on the platform, only a portion currently pay for premium features. This creates significant upside as the company continues converting free users into paying subscribers.

In addition, Life360 is expanding into new services such as advertising and partnerships, which could further increase revenue per user. With strong growth in users and improving monetisation, the business appears well positioned to scale meaningfully over time.

Netwealth Group Ltd (ASX: NWL)

Another ASX share that could be capable of doubling is Netwealth.

It provides a wealth management platform used by financial advisers and investors. Its platform allows users to manage investments, superannuation, and portfolios in a streamlined and efficient way.

The company has been consistently gaining market share from traditional providers, driven by its modern technology and user-friendly interface.

Importantly, the platform model is highly scalable. As funds under administration grow, revenue increases without a corresponding rise in costs, supporting margin expansion over time.

With structural tailwinds from the shift towards independent advice and digital platforms, Netwealth could continue growing strongly over the next decade.

Pro Medicus Ltd (ASX: PME)

A third ASX share that could deliver outsized returns is Pro Medicus.

It provides imaging software to hospitals and healthcare providers, with its Visage platform offering best-in-class, high-performance diagnostic imaging capabilities.

The company has built a strong position in the United States, where it continues to win large contracts with leading healthcare institutions. These deals are often long-term and high value, providing excellent revenue visibility.

Furthermore, the company's business model is highly scalable. Once its software is deployed, additional usage comes at minimal incremental cost, which supports very high margins.

With a large addressable market and a proven ability to win new contracts, Pro Medicus appears well placed to continue growing. If it maintains its momentum, its shares could deliver significant returns for investors over the long term, especially after a sharp pullback in 2026.

The post 3 ASX shares that could double over the next decade (or much sooner) appeared first on The Motley Fool Australia.