They have long growth runways thanks in part to their big international ambitions.

Here's what you need to know about them:

Breville Group Ltd (ASX: BRG)

The first ASX growth share to consider is Breville. It has transformed itself from an Australian appliance manufacturer into a global premium kitchen appliance business, with a strong position in home coffee machines.

In recent years it has been busy introducing its products to consumers in new markets while encouraging existing customers to upgrade to more sophisticated machines.

This approach has been very successful. For example, in FY 2026, the company delivered record sales of $1.81 billion, with global revenue increasing 9.7% in constant currency terms.

The team at Citi appears confident in its growth outlook. It recently put a buy rating and $40.80 price target on Breville's shares.

Catapult Sports Ltd (ASX: CAT)

Another ASX growth share with global ambitions is Catapult Sports. It has established itself as a major supplier of performance technology to professional sporting teams around the world.

Catapult's products help coaches analyse player performance, manage training workloads, and make better decisions about team selection and tactics.

But Catapult's growth opportunity extends beyond winning additional customers. It is increasingly offering existing customers a wider selection of products, including video analysis, scouting, and athlete monitoring technology.

This strategy appears to be gaining traction. In FY 2026, Catapult increased its annual contract value by 28% to US$133.8 million on a constant currency basis, while management EBITDA jumped 67%.

With its customer relationships strengthening and operating margins improving, Catapult could become considerably more profitable as it grows.

Bell Potter is a big fan. It has a buy rating and $4.65 price target on the company's shares.

SiteMinder Ltd (ASX: SDR)

A final ASX growth share to look at is SiteMinder. It helps hotels manage room availability, pricing, and bookings across online travel platforms.

Its technology is already used by approximately 56,000 hotels worldwide, providing an established customer base for further expansion.

One promising opportunity is helping hotels increase their revenue through smarter pricing and distribution tools. By offering additional services to existing customers, SiteMinder can potentially increase revenue without relying entirely on signing up more hotels.

Its FY 2026 results demonstrated the potential of this approach, with annual recurring revenue growing 24.1% in constant currency and organic terms to $313.7 million. Adjusted EBITDA also nearly doubled to $28.1 million.

If SiteMinder can maintain strong revenue growth while improving profitability, it could have substantial growth ahead.

UBS believes its shares could more than double in value. It has a buy rating and $6.85 price target on them.

The post 3 buy-rated ASX growth shares with big international ambitions appeared first on The Motley Fool Australia.

But I particularly like businesses that have already built something successful and still have plenty of room to expand.

Here are three ASX growth shares I would be happy to buy today and hold for many years.

Breville Group Ltd (ASX: BRG)

Breville is one of my favourite examples of an Australian business that has successfully taken its products to the world. The company has built a reputation in premium kitchen appliances, particularly coffee machines.

What I like is how Breville has positioned itself in a market where customers are often willing to spend more for better equipment.

Making coffee at home has become a serious hobby for many people, and Breville has developed products catering to everyone from beginners to enthusiastic home baristas.

I also think there is considerable potential for Breville to build on its international success. The company already has a presence in major markets, but there are still countries where its brands have room to become more established.

Of course, premium appliances are discretionary purchases, so weaker consumer spending can affect sales. But over the next decade, I think Breville has a realistic opportunity to become a much larger global business.

Xero Ltd (ASX: XRO)

Xero is another ASX growth share I would be comfortable backing for the long term. One thing I particularly like about the accounting software provider is how important its platform becomes to customers once they start using it.

A small business might initially sign up to manage its accounts, but over time it can begin using Xero for invoicing, payroll, payments, and other financial tasks.

Accountants also become familiar with their clients' systems, making the platform an important part of how businesses manage their finances.

I think that creates valuable customer relationships that can last for years. It also gives Xero opportunities to generate more revenue from customers as they adopt additional services.

The acquisition of Melio is particularly interesting because it strengthens Xero's payments offering and could help accelerate its expansion in the United States.

There are execution risks and artificial intelligence (AI) could be a threat. But with millions of small businesses around the world still relying on older systems, I think Xero has a substantial market opportunity ahead.

Sigma Healthcare Ltd (ASX: SIG)

My final pick is Sigma Healthcare, which I think could look considerably different by 2035.

The combination of Sigma and Chemist Warehouse has created a business with an extensive pharmacy retail network and substantial pharmaceutical distribution operations.

I am particularly interested in its international ambitions. Chemist Warehouse has already demonstrated that its retail model can work outside Australia, and there could be significant opportunities to build its presence in new markets over time.

Healthcare and pharmacy spending should also benefit from ageing populations and ongoing demand for medicines and related products.

I think this positions Sigma to grow into a much larger company over the next decade.

Foolish takeaway

I would be happy owning all three shares for the long term.

Each has an established business and opportunities to grow well beyond its current size.

For me, the prospect of seeing what these companies could become over the next five to ten years makes them worth buying and holding today.

The post Why these are my favourite ASX growth shares to buy and hold appeared first on The Motley Fool Australia.

But when I look across the S&P/ASX 200 Index (ASX: XJO), there are a few shares where I think earnings growth, improving business performance, or a more attractive starting valuation could support that sort of return.

These are three ASX 200 shares I would be watching.

Breville Group Ltd (ASX: BRG)

Breville is the first one on my list. The appliance maker has built a strong global business around premium kitchen products, particularly coffee machines, and I think there is still plenty of room to expand internationally.

What I like is that Breville does not need to rely on one market for growth. It has established positions in Australia, North America, and Europe, while newer markets can provide another leg over time.

There is also a product development element to the story. Breville has consistently invested in new appliances and higher-value products, which can help support revenue growth without depending entirely on geographic expansion.

If the company continues to grow earnings and make progress across its international markets, I think a gain of more than 10% over the next year is achievable.

Treasury Wine Estates Ltd (ASX: TWE)

Treasury Wine Estates is a very different proposition. The wine company owns a collection of premium brands, led by Penfolds, which gives it exposure to consumers willing to pay considerably more for higher-end products.

For me, the opportunity is about getting more value from those brands across international markets. A stronger contribution from Asia could be particularly important, while the company also has room to keep growing its premium wine portfolio in markets such as the United States.

Of course, wine is not an easy category. Consumer demand can fluctuate, inventory needs to be managed carefully, and international markets can change quickly.

But that also means sentiment can move sharply when trading improves. If Treasury Wine Estates can show that earnings momentum is strengthening, I think the market could become noticeably more positive on the ASX 200 share over the next 12 months.

ResMed Inc (ASX: RMD)

ResMed is my third pick. The sleep treatment company operates in a large global market, with millions of people affected by sleep apnoea and many more still undiagnosed or untreated.

That gives ResMed a long runway even before considering further product innovation and improvements in diagnosis.

I also like the earnings outlook. Consensus forecasts point to earnings per share (EPS) increasing from $1.54 in FY26 to $1.69 in FY27, $1.85 in FY28, and $2.02 in FY29.

That works out to annualised earnings growth of roughly 9.5% across the three years. For a global healthcare leader, I think that is a healthy pace.

If ResMed delivers close to those expectations and sentiment towards the shares improves, I can easily see scope for the share price to rise more than 10% over the next year.

Foolish takeaway

I would not buy any shares purely because I think they can rise 10% in 12 months.

But Breville, Treasury Wine Estates, and ResMed all have business-specific reasons that I think could support a stronger share price from here.

For me, that makes all three worth considering today.

The post 3 ASX 200 shares I think could rise more than 10% in a year appeared first on The Motley Fool Australia.

If I were buying S&P/ASX 200 Index (ASX: XJO) shares with that timeframe in mind, I would want businesses with opportunities that can keep expanding.

With that in mind, these three ASX 200 shares stand out to me.

Sigma Healthcare Ltd (ASX: SIG)

I think Sigma Healthcare looks very different today following last year's merger with Chemist Warehouse.

The combined business now brings together a major pharmacy retail network and Sigma's pharmaceutical wholesale operations, creating scale across several parts of the healthcare supply chain.

FY26 gave investors an early look at that potential. Revenue reached $10.8 billion, while normalised EBIT increased by more than 20%. Sigma is also working towards $100 million of annual integration synergies by FY29.

But I think the 10-year opportunity goes far beyond extracting merger savings.

Chemist Warehouse still has room to expand its store network and international presence, while Sigma can use its scale across distribution, retail pharmacy, and own-brand products to keep growing alongside it.

If management executes well, I think this ASX 200 share could be significantly larger a decade from now.

Breville Group Ltd (ASX: BRG)

Breville is an ASX 200 share that I think has done an excellent job of turning a local brand into a global one.

Its premium coffee machines remain an important growth engine, but what interests me over 10 years is the model behind them.

Breville continually invests in new products, marketing, and new geographic markets, giving it several ways to keep growing without relying on consumers simply buying more of the same appliances.

FY26 revenue reached a record $1.81 billion, and remarkably, the company has now increased revenue, gross profit, and EBIT in every financial year since FY15.

Newer markets also provide another avenue for expansion. Breville has been building its presence in markets including China and the Middle East while continuing to develop its established businesses in the Americas, Europe, and Asia-Pacific.

I think that global runway could keep the business growing well beyond the next few years.

Megaport Ltd (ASX: MP1)

Megaport is the higher-growth pick of the three ASX 200 shares.

It has traditionally helped businesses connect data centres and cloud providers through its global software-defined network. More recently, its acquisition of Latitude.sh has expanded that opportunity into AI infrastructure.

Latitude.sh provides GPU and CPU computing power, storage, and networking for AI workloads, and the early demand has been strong. 

Megaport has already announced a series of very large strategic contracts through the business, giving it a much bigger growth avenue than connectivity alone.

For me, that is what makes the 10-year story so compelling. 

If Megaport can keep building both sides of the business, it could become a much larger digital infrastructure company by 2036.

Foolish takeaway

I cannot know what the market will look like in 2036.

I would rather spend a 10-year holding period backing ASX 200 shares that still have ways to expand. Sigma, Breville, and Megaport all give me that potential, but through three completely different parts of the economy.

That is enough for me to be comfortable buying them and giving the businesses plenty of time to grow.

The post 3 ASX 200 shares I would buy and hold for 10 years appeared first on The Motley Fool Australia.

Will the market be able to build on this on Thursday? Here are five things to watch:

ASX 200 expected to fall

It looks set to be a poor start to the month for Australian investors following a mixed night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 48 points or 0.55% lower this morning. In the United States, the Dow Jones fell 0.85%, the S&P 500 dropped 0.25%, but the Nasdaq rose 0.25%.

ASX 200 shares paying dividends

A number of ASX 200 shares are rewarding their shareholders with dividends on Thursday. This includes diversified food company Bega Cheese Ltd (ASX: BGA), appliance manufacturer Breville Group Ltd (ASX: BRG), drinks giant Endeavour Group Ltd (ASX: EDV), and job listings leader Seek Ltd (ASX: SEK). The latter is paying 25 cents per share to shareholders.

Oil prices rise

ASX 200 energy shares including Woodside Energy Group Ltd (ASX: WDS) and Santos Ltd (ASX: STO) could have a decent session after oil prices rose overnight. According to Bloomberg, the WTI crude oil price is up 1.1% to US$90.35 a barrel and the Brent crude oil price is up 0.9% to US$103.50 a barrel. Doubts over US-Iran peace talks were behind the rise.

Buy Liontown shares

Liontown Ltd (ASX: LTR) shares are undervalued according to Bell Potter. This morning, the broker has retained its buy rating on the lithium miner's shares with a trimmed price target of $1.70. It said: "LTR's EV is lagging the recent recovery in lithium markets and expected tight supplydemand fundamentals. When LTR was trading at its current EV in October 2025, SC6 prices were US$820/t and net debt was $274m. Since then, the Kathleen Valley underground ramp-up has been further de-risked and spot SC6 prices are above US$1,700/t. While we expect lithium markets will be volatile, market fundamentals remain strong. Over FY27, LTR will continue to ramp up and de-risk Kathleen Valley, a highly strategic asset in terms of scale, long project life and location in a tier-one mining jurisdiction."

Gold price edges higher

It could be a positive day for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) on Thursday after the gold price edged higher overnight. According to CNBC, the gold futures price is up 0.2% to US$4,189.5 an ounce. Cooler inflation data boosted the precious metal.

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

Following divestment of numerous apparel brands to Myer Holdings Ltd (ASX: MYR), there are now three businesses within the Premier Investments business – Peter Alexander, Smiggle and a stake in Breville Group Ltd (ASX: BRG).

The recent FY26 results highlighted both the problems and opportunities the business is currently facing.

Resilient earnings generation

It reported operating profit (EBIT) from its retail division of $175.9 million, while group profit before tax (PBT) came to $211.1 million.

Smiggle sales were down 12.9% to $230.2 million, amid a 13% reduction in store numbers to 268 since the start of FY25.

Smiggle is trying to reclaim the six to 12-year-old customer market through a refreshed product, better marketing and visual merchandising to drive sustainable and profit growth.

Peter Alexander is certainly the highlight of the business – it grew sales by 3.2% to $565.3 million.

The launch of a 'Peter's Dreamers' – a loyalty program – in October 2025 continues to exceed management's expectations with the program attracting over 1.4 million customers in the first 10 months.

Peter's Dreamers customers contributed more than 60% of brand sales during FY26, at an average transaction value of more than 40% above non-members. Management suggested there are further opportunities to provide increased data and insights to enhance the customer experience.

New store opportunities

I think its expansion potential is key to why it's one of Australia's top shares.

Pleasingly, during FY26, the company opened four new stores and expanded or relocated five others, with further investment in fit-outs. At least five new store openings and one relocation/expansion are confirmed for the first half of FY27.

Additionally, the company identified 15 more opportunities for both new and larger-format stores in existing markets to better showcase its broader product offering.

While the UK expansion didn't work out as intended, Peter Alexander continues to explore international wholesale opportunities with 'global best-in-class' wholesale partners.

This article isn't about Breville, but I'm also confident about the long-term prospects of that business with how it's expanding overseas in markets like China and South Korea. This could be an important driver for the Breville share price as well as potentially increasing the Breville dividend in the coming years.

Premier Investments share price valuation

According to the projection on Commsec, the Premier Investments share price is valued at just 12x FY27's estimated earnings. It could pay a FY27 grossed-up dividend yield of 9.5%, including franking credits, at the time of writing.

Given how Peter Alexander could continue to grow in the coming years, I think the company's valuation is very cheap right now, especially given the rewarding dividend yield.

I think it's one of Australia's top shares to buy right now.  

The post A rare buying opportunity in 1 of Australia's top shares? appeared first on The Motley Fool Australia.

I'm going to highlight two businesses that I believe are undervalued and have excellent long-term growth potential, in my view.

While they may not be the cheapest Australian stocks in price/earnings (P/E) ratio terms, I think future profit growth will help them deliver market-beating total shareholder returns (TSR).

Breville Group Ltd (ASX: BRG)

Breville is one of the world's leading coffee machine businesses. It has a number of brands including Breville, Sage, Lelit, Baratza and a coffee beans business called Beanz. Coffee seems like of the things that Australia is a world leader at.

The global adoption of coffee continues to be a strong tailwind for the company. FY26 revenue grew by 6.7% (with global segment growth of 9.7% in constant currency).

Breville said that its young markets of China, South Korea, Mexico and the Middle East delivered collective growth of more than 70%.

Tariffs have been a significant talking point for the last year and a half for the Australian stock (and other affected businesses). Breville's manufacturing diversification has been substantially complete, with 85% of 120-volt product in gross profit dollar terms is now sourced outside of China.

The company also reported that its FY26 second half gross profit margin was 36.8%, above FY25's 36.6%, primarily driven by the US sourcing mix.

While profitability was impacted during FY26, it still managed to deliver growth, even if it was a small increase at 1.7%. It was enough to fund a 2.7% increase in the dividend per share to 38 cents.

The projection on Commsec suggests the company's earnings per share (EPS) could climb to $1.08 by FY27, putting the Australian stock at 28x FY27's estimated earnings.

Estimates also suggest that EPS could grow by 28% between FY27 and FY29. The company is on track for a promising future.

Wesfarmers Ltd (ASX: WES)

The other Australian stock I want to highlight is Wesfarmers, the owner of Bunnings, Kmart, Officeworks, Priceline and other businesses. I'd describe Bunnings as one of the most 'Australian' businesses you could want to own.

Wesfarmers has proven to be very effective at delivering earnings growth over the years thanks to the quality of Bunnings and Kmart. They both have incredibly high returns on capital (ROC) for physical retailers and have managed to find a number of appealing places to invest to grow their earnings.

For example, Bunnings has invested in product ranges such as pet care and auto care, allowing it to compete with leaders in those respective segments.

As value leaders, Kmart and Bunnings are well-placed to serve customers during this period of a higher cost of living, which I believe will lead to a rising market share.

Wesfarmers' return on equity (ROE) above 30% shows how profitably it puts new money to work. Over the long term, I think Wesfarmers' earnings per share (EPS) can grow, particularly as it expands in areas like lithium and healthcare, both of which are growth areas.

According to the projection on Commsec, the Australian stock is valued at 27x FY27's estimated earnings.

The post 2 strong Australian stocks to buy now with $9,000 appeared first on The Motley Fool Australia.

By the time trading wrapped up, the index had lost 0.72%, closing at a flat 8,702 points.

This rough day for the ASX followed a similarly bearish session over on the US markets.

The Dow Jones Industrial Average Index (DJX: .DJI) was not in favour, losing 0.68% of its value.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was even worse, diving 1.13%.

But let's return to the local markets now and dig a little deeper into what was happening with the different ASX sectors today.

Winners and losers

Only a handful of sectors came out unscathed in today's trading.

But first, it was gold stocks that were hit the hardest. The All Ordinaries Gold Index (ASX: XGD) was smashed, tanking 2.25%.

Real estate investment trusts (REITs) were punished too, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) plunging 1.95%.

We could say the same for mining shares. The S&P/ASX 200 Materials Index (ASX: XMJ) cratered by 1.46% this session.

Communications stocks weren't popular either, evident from the S&P/ASX 200 Communication Services Index (ASX: XTJ)'s 1.07% tumble.

Financial shares weren't riding to the rescue. The S&P/ASX 200 Financials Index (ASX: XFJ) had 1.07% shaved from its value.

Industrial stocks were our last losers of the day, with the S&P/ASX 200 Industrials Index (ASX: XNJ) dipping 0.2%.

Turning to the green sectors now, it was energy shares that were treated the most kindly. The S&P/ASX 200 Energy Index (ASX: XEJ) saw its value surge 1.17% this Thursday.

Consumer staples stocks held their value too, illustrated by the S&P/ASX 200 Consumer Staples Index (ASX: XSJ)'s 0.36% rise.

Utilities shares were also in that ballpark. The S&P/ASX 200 Utilities Index (ASX: XUJ) jumped 0.29% today.

Tech stocks were right behind, with the S&P/ASX 200 Information Technology Index (ASX: XIJ) advancing 0.25%.

Healthcare shares tied that result. The S&P/ASX 200 Healthcare Index (ASX: XHJ) also added 0.125% to its value.

Finally, consumer discretionary stocks managed to stay above water, as you can see by the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)'s 0.09% bump.

Top 10 ASX 200 shares countdown

Our Thursday winner was retail stock Premier Investments Ltd (ASX: PMV). Premier shares rocketed 7.08% higher today, finishing up at $11.95 each.

This big move came after the company reported its full-year results, which clearly impressed the market.

Here's how the other top stocks landed their planes:

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

What did Premier Investments report?

• Total revenue from continuing operations: $808.0 million (down 2.8%)
• Net profit after tax (continuing operations): $129.2 million (down 10.3%)
• Final dividend: 36 cents per share, fully franked (record date 11 December 2026; payable 22 January 2027)
• Interim dividend: 45 cents per share, fully franked
• Total ordinary dividends for FY26: 81 cents per share (up from 50 cents in FY25, which included a large in-specie distribution)
• Net tangible assets per share: $4.19 (down from $4.43)

What else do investors need to know?

The 2026 financial year was Premier Investments' first full year after selling its five Apparel Brands to Myer Holdings in January 2025. The group is now focused on its Peter Alexander and Smiggle retail brands, alongside its investment in Breville Group.

Peter Alexander continued to perform strongly, recording $565.3 million in sales (up 3.2%), aided by the successful launch of the 'Peter's Dreamers' loyalty program. However, subsequent to year-end, the group announced the closure of its three UK Peter Alexander stores due to sustained weak trading in that market—an impairment expense of $7.7 million was recognised.

In contrast, Smiggle recorded global sales of $230.2 million, down 12.9% from the prior year, and has embarked on a strategic brand repositioning, targeting its original core age group for renewed growth.

Premier also remains a major shareholder in Breville Group Ltd (ASX: BRG) (holding 25.2%), booking $34.8 million in associate profit and receiving $13.9 million in dividends from Breville during the year.

What did Premier Investments management say?

John Bryce, Chief Financial Officer at Premier Retail, said:

Despite challenging conditions, we were able to maintain strong gross margins and continue investment in our brands. The resilience of Peter Alexander and our ability to adapt at Smiggle shows the underlying strength of our focused retail platform.

What's next for Premier Investments?

Looking ahead, Premier Investments will focus on deepening customer engagement, particularly through the Peter Alexander loyalty program. With the winding down of UK store operations, Peter Alexander's international strategy will now centre on online rather than bricks-and-mortar in Europe.

For Smiggle, the brand refresh is expected to underpin future growth, with a relaunch planned for FY27 targeting the core 6–12 year age demographic. The group also plans ongoing investment in both brands, supply chain innovation, digital channels, and sustainability initiatives.

Management remains confident in the group's financial flexibility and cash position, supporting continued dividends and capital management.

Premier Investments share price snapshot

Over the past 12 months, Premier Investments shares have declined 45, significantly trailing the S&P/ASX 200 Index (ASX: XJO).

View Original Announcement

The post Premier Investments earnings: Net profit slips, dividend steady in FY26 appeared first on The Motley Fool Australia.

But I think some ASX shares have the potential to do even better from here.

These three would be on my buy list.

Breville Group Ltd (ASX: BRG)

Breville is one company I think the market may be underestimating.

The business has spent years building premium appliance brands that can be sold into households around the world. Coffee machines remain very important, but the opportunity extends across a much wider range of kitchen products.

What I like is the repeatability of that model. Breville can enter new markets, expand distribution, launch new products, and encourage existing customers who already know the brand to buy something else.

That gives the ASX share several ways to grow without needing one breakthrough product to carry the business.

So, with Breville shares now trading around $30.43, down almost 15% from their 52-week high, I think a combination of earnings growth and improving investor sentiment could comfortably support a return of more than 10%.

Hub24 Ltd (ASX: HUB)

Hub24 has also had a substantial fall from its highs, but I remain positive about the business.

The company operates investment platforms used by financial advisers to manage client wealth.

I like the position Hub24 has built because more advisers are choosing modern platforms that can make portfolio administration easier while giving them access to a wider range of investment options and technology.

Once an adviser begins moving client assets onto a platform, those funds can remain there for years. New clients and additional contributions can then increase the amount administered without Hub24 having to start from scratch each time.

The company has continued gaining market share and attracting strong net inflows, while its growing scale can support higher profits as more assets move onto the platform.

At around $70, Hub24 is now trading more than 40% below its 52-week high. I think this has created an attractive entry point for long-term investors.

Cochlear Ltd (ASX: COH)

Cochlear shares have fallen heavily from their previous highs as weaker growth and a reduced earnings outlook have tested investor confidence.

There are genuine reasons for caution. But I do not think the long-term need for Cochlear's products has changed.

Severe hearing loss remains significantly undertreated around the world, leaving a large population of people who could potentially benefit from cochlear implants.

Cochlear is also continuing to improve its technology. The newer Nucleus Nexa platform gives the company an opportunity to strengthen its offering, while future innovations could make implants more capable and easier for patients to live with.

The business does not need to return anywhere near its previous share price for investors buying today to earn 10%.

If sales growth improves and confidence in the earnings outlook begins to rebuild, I think there is plenty of room for the shares to move higher.

Foolish takeaway

I think all three ASX shares have more going for them than their recent share price performances suggest.

Breville still has international room to expand, Hub24 continues to benefit from more wealth moving onto its platform, and Cochlear is addressing a large healthcare need that is not going away.

None is guaranteed to deliver a double-digit return, but I would be comfortable backing each from current levels.

The post 3 ASX shares I think could return 10%+ appeared first on The Motley Fool Australia.

Will the market be able to bounce back from this on Thursday? Here are five things to watch:

ASX 200 expected to tumble

It looks set to be a poor session for Australian investors on Thursday following a tough night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 88 points or 1% lower this morning. In the United States, the Dow Jones fell 0.75%, the S&P 500 dropped 0.5%, and the Nasdaq was 0.65% lower.

ASX 200 shares going ex-dividend

A number of ASX 200 shares are going ex-dividend this morning and could trade lower. This includes appliance manufacturer Breville Group Ltd (ASX: BRG), fund manager Perpetual Ltd (ASX: PPT), copper producer Sandfire Resources Ltd (ASX: SFR), and telco Spark New Zealand Ltd (ASX: SPK).

Oil prices jump again

ASX 200 energy shares Woodside Energy Group Ltd (ASX: WDS) and Santos Ltd (ASX: STO) could have another positive session after oil prices jumped again overnight. According to Bloomberg, the WTI crude oil price is up 3.9% to US$96.67 a barrel and the Brent crude oil price is up 3.8% to US$101.67 a barrel. Traders bid oil prices to a four-month high after fighting escalated in the Persian Gulf.

Elders downgraded

Elders Ltd (ASX: ELD) shares are close to being fully valued according to analysts at Bell Potter. This morning, the broker downgraded the agribusiness company's shares to a hold rating (from buy) with an improved price target of $6.70. It said: "Following the recent recovery in the share price we are moving our rating from Buy to Hold. Investments in Delta and SYSMOD are the largest drivers of near term growth, however, we see the large livestock tailwinds the agency business has benefited from the past two years facing more difficult comparisons moving forward."

Gold price rises

It could be a decent day for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) on Thursday after the gold price edged higher overnight. According to CNBC, the gold futures price is up 0.2% to US$4,447.2 an ounce. This was driven by a softening US dollar.

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

Reporting season has recently finished, giving experts the chance to look over the numbers and valuations and select some of the best opportunities on the ASX.

Below are two of the most popular ASX 200 shares among analysts.

Breville Group Ltd (ASX: BRG)

Breville is one of the world's leading coffee machine businesses, with multiple brands including Breville, Sage, Lelit and Baratza. It also has a coffee bean business called Beanz.

According to CMC Markets, there have been seven analyst ratings on the business within the last three months. All seven of those ratings were a buy. Not many ASX 200 shares have a 100% positive rating.

The average price target of those seven ratings on the ASX share is $37.36, which implies a possible rise of 18% from where it is at the time of writing. The most optimistic price target is $41.07, suggesting a possible rise of 29%.

FY27 saw solid growth for the business, despite the headwind of US tariffs. Revenue rose 6.7% to $1.81 billion, underlying operating profit (EBITDA) grew 4.5% to $284.1 million, and net profit after tax (NPAT) rose 1.7% to $138.1 million. This allowed the business to fund a 2.7% rise in the annual dividend per share to 38 cents.

Pleasingly, the company delivered double-digit revenue growth in coffee and cooking. Its young markets of China, South Korea, Mexico and Middle East) collectively grew revenue by more than 70%.

To manage exposure to US tariffs on China, it has substantially diversified its manufacturing. More than 85% of its 120-volt product gross profit dollars have now been sourced outside China.

It described the outlook for demand across its markets as "resilient" due to premium consumers, as the company navigates macroeconomic headwinds and company-specific tailwinds, including new product launches, fast-growing new geographies, solution plays and continued store-in-store expansion.

Charter Hall Group (ASX: CHC)

Charter Hall describes itself as a leading fully integrated diversified property investment and funds management group.

The ASX share invests in a diverse portfolio of high-quality properties across core sectors of office, industrial, logistics, retail and social infrastructure.

According to CMC Invest, there have been eight analyst ratings on the business within the last three months. Six of them were a buy rating and two of them were hold.

The average price target of those eight analysts is $25.15, which implies a possible rise of 32% over the next year. The most optimistic price target is $31.07 suggests a possible rise of 63%.

Charter Hall reported in FY26 that group funds under management (FUM) grew by $10 billion over the year to $94.3 billion, which is a strong driver of earnings. FY26 operating earnings per security (OEPS) grew 26.8% to $1.032.

The ASX share is expected to grow its OEPS by 10.5% in FY27 to $1.14, with the distribution expected to grow by another 6%.

The post 2 ASX shares highly recommended to buy: Experts appeared first on The Motley Fool Australia.

Here are three shares I would buy with the money.

Netwealth Group Ltd (ASX: NWL)

Netwealth would be my first pick.

This ASX share provides the investment platform and technology financial advisers use to manage client portfolios and superannuation.

I think the opportunity is increasingly about helping advice practices operate better. Advisers have to manage investments, reporting, administration, tax information, client communication, and an expanding range of products. A platform that can bring more of that work together can become increasingly important to how the practice runs.

Netwealth can keep improving those capabilities while competing for more advisers and client assets.

It also operates in a market with a strong long-term tailwind. Australia's pool of superannuation and investment wealth should continue expanding over the years ahead.

For me, $5,000 invested in Netwealth would be backing a company that could potentially capture more of that wealth while becoming more valuable to the people managing it.

Breville Group Ltd (ASX: BRG)

I would put another $5,000 into home appliance manufacturer Breville.

What I like here is the repeatability of the growth model. Breville can develop a strong product, build a reputation around it, take it into more countries, and then introduce those customers to other products across the kitchen.

Coffee has become a major strength, but I do not think the investment case needs to stop with espresso machines.

Breville has spent years building expertise in product design and a premium brand that can extend across many kitchen categories.

If the company keeps producing products people are willing to pay more for and expands its presence across international markets, I think it has a straightforward path to becoming a much larger global consumer business.

Catapult Sports Ltd (ASX: CAT)

My final $5,000 would go into Catapult Sports.

Professional sports organisations now generate enormous amounts of information from athlete tracking, video, training, and competition. The challenge is turning all of that information into better decisions.

Catapult is building technology around that entire process. Its products can help coaches and performance teams understand how athletes are moving, review matches, prepare tactics, and increasingly connect information that previously sat in separate systems.

I think that could make the company much more deeply involved in how sporting organisations work.

New areas such as athlete development, strength training, and scouting also give Catapult room to expand beyond the products it first became known for.

With professional sport played at enormous scale around the world, I think there is plenty of territory left for this ASX share to pursue.

Foolish takeaway

With $15,000 to invest, I would be comfortable giving each of these ASX shares $5,000.

The common thread for me is the ability to keep expanding what they already do well.

That gives me enough confidence to buy today and let the businesses, rather than short-term share price movements, determine the outcome over the years ahead.

The post Where I'd invest $15,000 in ASX shares now appeared first on The Motley Fool Australia.

Hundreds of S&P/ASX All Ords Index (ASX: XAO) companies announced their next dividends during the EOFY reporting season.

We're helping you keep track of ex-dividend dates with an article every Friday.

Here is a sample of the ASX shares due to trade ex-dividend next week.

Remember, in order to receive a dividend, you must own the ASX share before its ex-dividend date.

ASX shares with ex-dividend dates next week

Check out which ASX shares begin trading ex-dividend today.

The post 40 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

I think it should also be something an investor can comfortably hold when markets fall, individual shares disappoint, and the latest hot investment starts grabbing attention.

Here is how I would build one with a decade in mind.

Start with businesses I genuinely understand

I would begin with ASX shares where I can explain the investment case without needing a complicated spreadsheet.

Coles Group Ltd (ASX: COL), for example, sells products Aussies buy regularly. ResMed Inc. (ASX: RMD) provides treatment for sleep apnoea, while Macquarie Group Ltd (ASX: MQG) has built expertise across banking, asset management, commodities, and investment markets.

The businesses themselves can be complex, but I want the reason for owning them to remain clear.

That makes it easier to judge whether something has genuinely changed when the share price falls.

Give the ASX portfolio several ways to succeed

I would also spread my investments across ASX shares that make money in different parts of the economy.

A portfolio dominated by one industry can perform brilliantly when conditions are favourable, but it can become uncomfortable very quickly when that sector struggles.

I would want exposure to areas such as healthcare, financial services, consumer spending, technology, infrastructure, and resources.

An exchange-traded fund (ETF) could make this easier. The Vanguard Australian Shares Index ETF (ASX: VAS), for example, provides exposure to hundreds of Australian shares through one investment.

I could then add individual shares where I have particularly strong conviction.

Leave room for growth

I think a 10-year portfolio should contain businesses that have somewhere to go.

That does not necessarily mean choosing the fastest-growing companies today.

I would look for businesses that can keep entering new markets, adding products, improving their operations, or becoming more important to customers. This might include ASX shares like Breville Group Ltd (ASX: BRG) or TechnologyOne Ltd (ASX: TNE).

A company that can repeatedly find sensible places to reinvest its money has a much better chance of being worth considerably more a decade from now.

I would also be careful not to fill the portfolio entirely with businesses that already depend on everything going right. Some balance between established companies and higher-growth opportunities can make the journey easier to tolerate.

Avoid constantly rebuilding it

There will always be reasons to change an ASX portfolio.

I would certainly sell if the investment case genuinely deteriorated. But I would not want ordinary volatility to turn a 10-year strategy into a series of short-term decisions.

Regularly adding money, reinvesting dividends, and allowing strong businesses to develop would be far more important to me than continually searching for something better.

Foolish takeaway

I think the best long-term ASX portfolio is one that gives an investor enough confidence to remain patient.

For me, that means understandable businesses, sensible diversification, room for growth, and a strategy simple enough that I do not feel compelled to keep changing it.

If I can build that portfolio and still feel comfortable owning it through difficult markets, I think I have given myself a strong chance of being pleased with the result 10 years from now.

The post How to build an ASX portfolio you can stick with for 10 years appeared first on The Motley Fool Australia.

One approach is to look for companies with products that can sell globally, markets that can expand, and business models that could be much larger in the years ahead.

With that in mind, here are three ASX growth shares that could be worth considering in September.

Breville Group Ltd (ASX: BRG)

Breville could be an ASX growth share to buy in September. It sells premium kitchen appliances across categories such as coffee machines, ovens, food preparation, cooking, and other products for the home.

Its biggest opportunity remains coffee.

Home coffee has become a serious category around the world, with consumers increasingly willing to pay for machines that can deliver a better result than basic appliances.

This plays directly into Breville's strengths. The company sits at the premium end of the market, has a strong design reputation, and has built a brand that can compete internationally.

That is important because Breville is not limited to Australia. It has the potential to keep expanding in large overseas markets where its brand awareness is still developing.

If it can keep launching better products, growing distribution, and taking share in the premium home coffee market, its earnings could be materially larger over time.

Consumer spending can be up and down, but Breville's global growth runway remains attractive.

Life360 Inc (ASX: 360)

Life360 is another ASX growth share that could be worth a closer look.

The technology company operates a family safety app that helps users stay connected through location sharing, driving reports, crash detection, emergency alerts, and other protection features.

This is not just another app fighting for attention. Life360 can become part of how families organise daily life. Parents may use it to check teenagers are safe, families may use it when travelling, and households may rely on it for peace of mind.

That creates a valuable habit. The company also has a large base of free users, which gives it an opportunity to convert more people onto paid subscriptions over time and grow its advertising business.

If Life360 can keep adding useful features and deepening the role it plays inside family life, revenue and earnings could be much larger by the end of the decade.

WiseTech Global Ltd (ASX: WTC)

A final ASX growth share to consider is WiseTech Global.

The logistics software company is best known for CargoWise, which is a platform used by freight forwarders and logistics providers around the world.

Global trade is complicated. Goods need to move across countries, ports, warehouses, customs systems, carriers, and regulators.

WiseTech helps logistics companies manage that complexity.

That may not sound as exciting as artificial intelligence or consumer technology, but it is a very strong niche. Once software like CargoWise is embedded in a logistics business, it can become difficult to replace.

WiseTech has had a difficult period and investor confidence has been tested.

But the underlying opportunity remains attractive. If the company can rebuild trust and keep expanding its platform across global logistics, it could still be a much larger business in the years ahead.

The post 3 ASX growth shares to buy in September appeared first on The Motley Fool Australia.

Meanwhile, three experts share their views on three ASX shares.

Let's take a look.

Breville Group Ltd (ASX: BRG)

The Breville share price is $33.02, down 1.4% today and down 0.5% over 12 months. 

After Breville released its FY26 results, Morgans downgraded the retail stock from buy to accumulate "purely on a valuation basis".

Morgans explained: 

BRG delivered A$207m EBIT (+1% yoy) in line with guidance, in what was an exceptionally challenging year as the group navigated a volatile tariff backdrop and ongoing supply chain shocks via geopolitical conflicts.

Revenue growth was slightly below expectations (~2%), as FX headwinds in the 2H (US ~10%; EMEA ~5%) detracted from the topline.

Growth on a constant currency (cc) basis remains solid (+10%), and ongoing premiumisation tailwinds, and coffee (up double digits), have continued into FY27.

We view BRG as having emerged from this transitional year as a better business, with a robust outlook.

New market expansion continues to accelerate (+74% yoy), the NPD pipeline is strong and new initiatives (Best Buy) are driving a material step-change in sell out performance.

We expect FY27 forecasts may prove conservative, with BRG able to return to a sustainable level of growth in FY27.

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price is $4.71, down 2.3% today and down 81% over 12 months. 

Bell Potter has a hold rating on this ASX consumer discretionary share following the retailer's FY26 results.

Analyst Chami Ratnapala said: 

While the share trades towards 3-year lows, we see multiple risks related to the revenue recovery from current levels over the next few months in this current macroeconomic context, competitive landscape and following TPW's 4Q26 profit optimisation initiatives.

We factor in some downside risk to current company expectations and see the current trading multiple (0.7x in May-26 vs 1.4x in Aug-22, on BPe) as somewhat pricing in the near-term outlook as TPW sees revenue declines similar to our omni-channel retailer coverage.

Car Group Ltd (ASX: CAR)

The Car Group share price is $28.37, down 3% today and down 29% over 12 months. 

Tony Locantro from Alto Capital has a sell rating on the ASX communications share after Car's FY26 report.

On The Bull this week, Locantro said: 

CAR Group operates leading digital automotive markets in Australia and internationally.

It delivered another strong result in fiscal year 2026. Reported revenue of $A1.253 billion was up 6 per cent on the prior corresponding period. Reported net profit after tax of $A314 million was up 14 per cent.

International operations continue to generate attractive long term growth and management expects further revenue growth in fiscal year 2027.

However, the company's strong operating performance is increasingly reflected in its valuation, which requires sustained double digit growth and continuing successful international execution.

In our view, the risk-reward balance in response to valuation supports a lighten recommendation.

The post Buy, hold, sell: Breville, Car Group, Temple & Webster shares appeared first on The Motley Fool Australia.

If they can keep building their international presence, I think the three shares below could be considerably larger businesses in the years ahead.

Breville Group Ltd (ASX: BRG)

Breville has turned an Australian appliance brand into a global premium kitchen business.

Its products now compete in major markets around the world, particularly across coffee and food preparation.

I think coffee is one of the most interesting parts of the opportunity.

Consumers have become increasingly willing to spend money on better coffee at home, and Breville has built a strong reputation for machines that sit between basic household appliances and much more expensive professional equipment.

That gives the company room to keep attracting people who want to recreate the café experience at home.

Breville can also grow by entering more countries, expanding its product range, and encouraging existing customers to buy additional products over time.

One thing I like is that the company does not need to become the dominant appliance company everywhere. Winning a larger share of premium kitchen spending across a growing collection of markets could be enough to support many years of expansion.

Catapult Sports Ltd (ASX: CAT)

Catapult Sports operates in a growing part of the technology industry.

Its technology helps professional sporting organisations analyse athlete performance, video, tactics, and other information used by coaches and performance teams.

I think there is a strong long-term reason for clubs to spend more in this area.

Elite sport is enormously competitive. Even small improvements in player preparation, recruitment, injury management, or tactical decision-making can be valuable when teams are trying to gain an advantage.

Catapult can keep expanding by signing more organisations, adding more teams within existing customers, and encouraging those customers to use more of its software and technology.

The company has also broadened its offering through areas such as video analysis and athlete scouting.

For me, that creates the opportunity for Catapult to become increasingly embedded in how professional sporting organisations operate.

There are major leagues, clubs, universities, and sporting programs across the world, so I think the addressable market still gives the business plenty of room to run.

Megaport Ltd (ASX: MP1)

Megaport gives businesses a way to connect their networks directly to cloud providers, data centres, and other digital infrastructure.

I think that becomes more valuable as companies rely on a growing number of cloud services.

Artificial intelligence (AI) could create another source of demand for Megaport's services.

AI workloads require enormous amounts of computing power and data to move between infrastructure. Businesses may need to connect to several cloud providers or specialised computing platforms rather than keeping everything in one place.

Megaport has also expanded into AI infrastructure through Latitude.sh, giving it exposure to customers looking for access to high-performance computing.

I like the broader idea here. As corporate IT infrastructure becomes more distributed, businesses need flexible ways to connect everything together. Megaport has built a global network specifically around solving that problem.

If cloud computing and AI infrastructure continue expanding, I think the amount of connectivity businesses require could grow substantially with them.

Foolish takeaway

I think Australian investors sometimes underestimate just how large the opportunity can become when an ASX-listed company succeeds internationally.

Breville, Catapult Sports, and Megaport already have businesses that extend well beyond Australia, but I think there is still plenty of territory left to capture.

I would be comfortable buying all three and giving their global ambitions years to play out.

The post 3 ASX shares I'd buy for their global growth potential appeared first on The Motley Fool Australia.

In this situation, it pays to check in with the experts and see which results have piqued their interest.

I've selected three reports from UBS analysts who have rated these companies a buy.

Let's see who they like.

Superloop Ltd (ASX: SLC)

UBS said Superloop's EBITDA of $123 million for the full year came in ahead of guidance, which was a positive.

The broker said "there is a lot to like here", including good margins on the business and wholesale front, momentum in adding new consumer customers, and disciplined cost management.

They added:

We think these will feature yet again in FY27 and beyond and establish a solid foundation for SLC to deliver on its Supercharge29 ambitions. We forecast progressive margin improvement for both Business and Wholesale, and expect EBITDA margins to exceed 20% by FY29.

UBS said the company also reported good momentum for the first six weeks of FY27, which was not surprising "given SLC's extensive marketing efforts to increase brand awareness, network quality and relatively attractive pricing''.

UBS has a price target of $4.15 on Superloop shares compared to $3.08 currently.

Service Stream Ltd (ASX: SSM)

UBS said this company also delivered a full-year result that was better than expected, with good margins contributing.

The broker noted that Service Stream continues to see 5% to 10% year-on-year earnings growth as sustainable.

They also suggested the company could be active in the M&A space, saying:

With $81mn net cash and strong track record of cash generation, we think SSM is well placed to supplement its organic growth profile. SSM has successfully integrated Lendlease Services and has exceeded expectations when it comes to mobilisation and ramp up of Defence work. These experiences should bode well especially when it comes to M&A opportunities, in our view. Focus is likely to be on Power and Industrial, but we think SSM is likely to consider opportunities to diversify its capabilities and capacity beyond these areas.

UBS has a price target of $2.95 on Service Stream compared to $2.51 currently.

Breville Group Ltd (ASX: BRG)

This company also beat FY26 consensus estimates on a number of fronts, and while revenue growth was lower than expected, margins were better.

UBS said the company remained attractive as it had a long-term track record of double-digit EBIT growth.

The broker has a $37 price target on Breville shares compared to $31.26 currently.

The post 3 ASX stocks UBS rates as a buy after recent results appeared first on The Motley Fool Australia.

What did Breville Group report?

• Revenue: $1,810.9 million, up 6.7% from FY25
• EBITDA: $284.1 million, up 4.5%
• Net profit after tax (NPAT): $138.1 million, up 1.7%
• EBIT: $207.0 million, up 1.2%
• Final dividend: 19.0 cents per share, bringing full-year dividend to 38.0 cents, up 2.7% (100% franked)
• Net cash: $104.4 million at 30 June 2026

What else do investors need to know?

Breville completed its manufacturing diversification program, with 85% of 120-volt product gross profit now sourced outside China. This shift reduced company exposure to supply chain risks and US tariffs, which remained volatile during the year.

Growth in new markets stood out, with China, Korea, Mexico, and the Middle East together posting revenue gains above 70%. The company's investment in new products, solutions, and technology services increased to 14.4% of revenue.

Strong underlying cash flow supported a healthy net cash position at year end. Gross margins recovered in the second half, led by improved US sourcing.

What did Breville Group management say?

Breville's managing director and CEO, Jim Clayton, said:

FY26 tested the business on every front: We transformed our manufacturing footprint, grew revenue to a record $1.8 billion, and delivered EBIT in line with budget and guidance, in a year when US tariffs restructured four times and the closure of the Strait of Hormuz disrupted global supply chains. That is a result the team can be proud of… We enter FY27 better positioned than we have ever been. What we built this year will outlast the conditions that tested it.

What's next for Breville Group?

Heading into FY27, Breville expects continued robust demand for premium products, but notes that supply chain disruption and fluctuating tariffs, especially in the US, remain potential headwinds. With manufacturing diversification largely complete, the company enters the new year well placed to adapt as needed.

Planned investment will focus on growth assets and elevated inventory as Breville continues expanding in new geographies and further develops its technology offerings. The company intends to provide more detailed guidance at its 1H27 results.

Breville Group share price snapshot

The Breville share price has been out of form over the past 12 months. During this time, it has underperformed the S&P/ASX 200 index (ASX: XJO) with a decline of 8%.

View Original Announcement

The post Breville Group shares in focus after record FY26 earnings appeared first on The Motley Fool Australia.