Quarterly updates, shifting sentiment, and macro noise can dominate the conversation. But some of the most successful investments come from recognising businesses that are quietly building something much bigger over time.

Here are three ASX growth shares that could be doing exactly that.

Breville Group Ltd (ASX: BRG)

The first ASX growth share that stands out is Breville.

At first glance, it is a kitchen appliance company. But that description does not fully capture what is happening beneath the surface.

Breville has been steadily building a global premium brand. Its products are not competing on price. They are competing on quality, design, and performance.

This positioning has allowed the company to expand successfully into international markets. As brand recognition grows, so does its ability to scale.

What makes this interesting is that brand-building takes time. But once established, it can become a powerful competitive advantage that supports long-term growth.

Morgans is a fan of the company and has a buy rating and $40.65 price target on its shares.

Lovisa Holdings Ltd (ASX: LOV)

Another ASX growth share that could be destined for a big future is Lovisa.

The fast-fashion jewellery operator has successfully demonstrated it can replicate its store model across different regions with consistency. New stores are opening globally, and many are reaching profitability quickly.

This creates a repeatable growth engine. And Lovisa is not expanding slowly; it is moving aggressively into new markets, which could significantly increase its footprint over the next decade.

If that rollout continues successfully, the business could look very different in scale over time.

Morgans is also a fan of this one and recently put a buy rating and $36.80 price target on its shares.

Xero Ltd (ASX: XRO)

A final ASX growth share that could be quietly building something significant is Xero.

It has already established itself as a leading cloud accounting platform. But the opportunity may extend well beyond that.

The company is increasingly becoming part of a broader ecosystem that connects small businesses, accountants, and financial services.

This creates multiple pathways for growth through new customers and by offering more services (like AI assistants) to existing ones.

As this ecosystem expands, Xero's role in managing financial workflows could become even more central.

The team at Morgan Stanley is positive on the investment opportunity here. It recently put an overweight rating and $130.00 price target on its shares.

The post Are these the best ASX growth shares to buy and hold for 10 years? 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.

In fact, small amounts invested consistently can compound into something meaningful over time. The key is focusing on quality ASX shares with strong long-term potential, rather than trying to chase quick wins.

Here are three shares that could be worth considering with $500.

Breville Group Ltd (ASX: BRG)

The first ASX share that could be a smart option is Breville Group.

Breville has built a premium brand in kitchen appliances, with products that are recognised globally for quality and design. But what makes the business particularly interesting is its international growth story.

A large portion of its revenue now comes from overseas markets, especially the United States. This gives Breville exposure to a much larger customer base than the Australian market alone.

At the same time, the company continues to innovate and expand its product range, helping to maintain its premium positioning. This is particularly the case in the growing coffee category, where Breville is a market leader.

Overall, Breville offers investors exposure to a global consumer brand with long-term growth potential.

ResMed Inc (ASX: RMD)

Another ASX share to consider is ResMed.

ResMed operates in the sleep apnoea and respiratory care space, providing devices and software that help patients manage chronic conditions.

What sets the company apart is its recurring revenue model. Once a patient starts using a device, they often continue purchasing masks, software, and accessories over time.

There are also strong structural tailwinds supporting the business. Sleep apnoea remains highly underdiagnosed globally, and awareness continues to grow. In fact, there are over 1 billion sufferers worldwide according to ResMed. But most aren't aware of their condition.

This means that ResMed potentially offers long-term investors a combination of defensive healthcare exposure and steady growth.

TechnologyOne Ltd (ASX: TNE)

A third ASX share that could be a strong option for the $500 is TechnologyOne.

It provides enterprise software solutions, primarily to government and education sectors. Its shift to a cloud-based model has transformed the business, increasing recurring revenue and improving margins.

One of the most appealing aspects of TechnologyOne is its consistency. The company has a long track record of delivering steady earnings growth and expanding its customer base.

It is also growing internationally, particularly in the UK, which could provide another leg of growth in the years ahead.

For investors looking to build wealth over time, TechnologyOne could be worth considering, especially after recent share price weakness.

The post Where to invest $500 in ASX shares right now appeared first on The Motley Fool Australia.

After a tough month in March, Australia's benchmark index has shown signs of a rebound during April. 

Last week, the index rose 4.4%, its best weekly gain since October 2022.

With the tide finally turning for ASX 200 shares, here are 5 that remain significantly below fair value according to broker estimates. 

CAR Group Ltd (ASX: CAR)

The CAR Group share price fell 14% in March. However, since late March, it has slowly turned a corner. 

Investors will be hoping it has reached the bottom of this latest cycle, as investors exited their positions in CAR Group shares largely due to AI replacement fears.

It is opening this week at $23.36 per share, which is still 24% lower than the start of 2026. 

This is significantly below fair price estimates from brokers. 

Recently, Morgan Stanley reiterated its buy recommendation and placed a $32 price target on the ASX 200 company. 

This indicates a healthy 37% upside from current levels. 

CSL Ltd (ASX: CSL)

CSL has also generated plenty of headlines recently as the ASX 200 stock appears to have been oversold. 

The biotechnology company has seen its share price fall 19% year to date and more than 40% over the last 12 months. 

It has reached a point where it is simply too cheap to ignore for many investors, and Bell Potter recently placed a $155 target on the ASX 200 stock. 

Despite its hold recommendation, this still indicates an upside of 11.5% from current levels. 

Breville Group Ltd (ASX: BRG)

Breville Group shares are currently hovering around $28.25, significantly below yearly highs. 

The consumer discretionary stock fell 16% during March. 

Macquarie recently placed an outperform rating and price target of $37.10 on the ASX 200 stock. 

This indicates an upside of 31%. 

JB Hi-Fi Ltd (ASX: JBH)

JB Hi-Fi shares are down more than 20% year to date, which includes an 11% fall during March. 

Late last month, Bell Potter retained their buy rating on this retail giant's shares with a price target of $90.

From last week's closing price of $75.21, this indicates an upside of nearly 20% for this ASX 200 stock. 

WiseTech Global Ltd (ASX: WTC)

Finally, WiseTech shares have been heavily sold off this year amidst AI concerns. 

The ASX 200 company has seen its share price tumble 45% since the start of 2026. 

However, it also appears too cheap to ignore. 

Morgan Stanley recently retained its buy rating for Wisetech with a $70 price target. 

This suggests an upside potential of 86%. 

The post 5 ASX 200 shares that could be a bargain right now appeared first on The Motley Fool Australia.

Regardless of the amount, what matters most is choosing businesses with strong long-term potential and building the habit of investing consistently.

The good news is that the Australian share market is home to many businesses that tick these boxes in 2026.

So, if I had $2,000 to invest today, these are three ASX shares I would consider buying in April.

Breville Group Ltd (ASX: BRG)

Breville is a business I think is often underestimated. It operates in premium kitchen appliances, but what stands out to me is how it has built a global brand. Its products are sold across multiple regions, and it continues to expand into new markets.

What I like is the combination of product innovation and international growth. The company has shown it can introduce new products that resonate with consumers while also scaling its distribution globally.

That gives it multiple avenues for growth over time.

Xero Ltd (ASX: XRO)

Xero offers exposure to software and digital transformation. The company provides accounting software to small and medium-sized businesses, and that shift toward cloud-based solutions is still ongoing.

The share price has been under pressure, partly due to concerns around competition and artificial intelligence (AI). But I think the long-term opportunity remains intact.

Xero has built a strong ecosystem and continues to grow its subscriber base, which supports recurring revenue. For me, it is a business that could continue compounding if it executes well.

Pro Medicus Ltd (ASX: PME)

Pro Medicus is one of the more impressive growth stories on the ASX. It operates in the medical imaging software market, providing solutions to hospitals and healthcare providers worldwide.

What stands out is the quality of the business. High margins, strong cash flow, and a growing list of major contracts all point to a company that is scaling effectively.

Healthcare demand is also supported by long-term trends, which give it a favourable backdrop.

Its valuation can look demanding at times, but I think that reflects the strength of the business and its positive long-term growth outlook.

Foolish Takeaway

A $2,000 investment can be the start of something meaningful.

Breville offers global consumer growth, Xero provides exposure to software and recurring revenue, and Pro Medicus brings high-quality healthcare growth.

Importantly, all three have the potential to grow over time, and that is what matters most to me when putting money to work.

The post $2,000 to invest? 3 ASX shares to consider today appeared first on The Motley Fool Australia.

I'm bullish about the two businesses I'm about to talk about. I've bought shares for my own portfolio because of what they could achieve between now and 2030.

When it comes to investing in ASX growth shares, I think it's a good idea to think at least three to five years ahead. This allows ample time for businesses to execute their plans and initiatives.

Breville Group Ltd (ASX: BRG)

Breville is one of the world's leading coffee machine businesses – it has multiple brands including Breville, Sage, Lelit and Baratza, as well as a coffee bean business called Beanz.

There are few Australian businesses that have had as much global success as Breville, which continues to deliver excellent double-digit revenue growth.

In the FY26 half-year result, total global product revenue grew by 10.9% to $973.6 million, with Americas revenue growing 11.6% to $549.5 million, Asia Pacific revenue rising 5.9% to $190.3 million and EMEA (Europe, the Middle East and Asia) revenue rising 13.7% to $233.8 million.

That growth was achieved despite a challenging operating environment, including US tariffs.

I think the ASX 200 share can continue growing its global presence, particularly in some of its newer markets like South Korea, China and the Middle East. I also think it will continue to invest in development to create new products to unlock more growth in its existing markets.

According to the projection on CMC Invest, the ASX share is valued at 26x FY27's estimated earnings. If the business can grow its net profit by more than 10% per year after FY26, I think it will have a very promising future.

Guzman Y Gomez Ltd (ASX: GYG)

GYG is one of the fastest-growing quick service restaurant (QSR) businesses in Australia.

I think it's an excellent ASX 200 share to own because both the ongoing sales growth for its existing network, as well as its restaurant rollout plans.

Its recent FY26 third-quarter update included numerous positive figures, which I think bodes well for the foreseeable future.

In the three months to 31 March 2026, the business reported that its total network sales grew by 19.5% to $345.9 million, with Australian network sales increasing 19.7% to $320.4 million.

For me, the success of the Australian division is essential because it's where a vast majority of the global network is located. Australia is also the market where the company expects its network to grow from 242 to 1,000 over the next 20 years. The 242 locations represented a rise of 14.7% year-over-year.

Asia is also an exciting market because it's gaining traction across Singapore and Japan. The combined network of those two countries increased three locations year-over-year to 13 at 31 March 2026, while Asian network sales rose 15% to $21.5 million.

If the business can continue growing its Australia and Asian network sales by between 15% to 20% per year, I think the ASX 200 share could be a great long-term performer.

The post 2 ASX 200 shares I rate as top buys for growth appeared first on The Motley Fool Australia.

After a period of volatility driven by rising oil prices and geopolitical tension, the agreement on a ceasefire between the US and Iran has helped ease some of that pressure. 

Oil prices have pulled back and equities have responded, with the ASX pushing higher as risk appetite returns.

That kind of environment can create opportunities and here are five ASX 200 shares I would be looking at as the market rebounds.

Wesfarmers Ltd (ASX: WES)

Wesfarmers is one of the more dependable shares on the ASX 200.

What I like here is the consistency across its portfolio. Bunnings continues to perform well, Kmart's value positioning remains strong, and the broader group has shown it can grow earnings even in a mixed environment.

As sentiment improves, I think shares like Wesfarmers can quietly keep compounding.

It may not be the most exciting stock in a rebound, but it is one I would feel comfortable owning through different market cycles.

Hub24 Ltd (ASX: HUB)

Hub24 is another ASX 200 share I'd buy as the market rebounds.

It operates an investment platform used by financial advisers to manage client portfolios, which puts it at the centre of a growing part of the wealth management industry.

What stands out to me is how embedded these platforms become once advisers and their clients are onboarded. That tends to create a sticky and steadily growing base of funds under administration.

As confidence returns, I think there is also potential for renewed inflows as investors re-engage with markets.

For me, it is the combination of structural industry growth, recurring revenue, and operating leverage that makes Hub24 an appealing long-term opportunity.

Codan Ltd (ASX: CDA)

Codan brings exposure to a different set of themes.

Its communications and defence-related technologies, including links to drone and counter-drone systems, place it within an area that is seeing increasing global demand.

Governments and organisations are continuing to invest in security and communications capabilities, and Codan is positioned within that ecosystem.

That combination of underlying demand and improving sentiment is interesting to me.

WiseTech Global Ltd (ASX: WTC)

WiseTech is one of the more polarising shares on the ASX 200 right now.

The share price has pulled back significantly, and concerns around AI disruption, acquisition integration, and business model changes have weighed on sentiment.

But when I look at the business, I still see a company building out a global logistics platform with strong long-term potential.

As the market rebounds, I think there is scope for sentiment to stabilise.

If the company can continue to execute and demonstrate progress, even modestly, that could support a recovery over time.

Breville Group Ltd (ASX: BRG)

Breville adds a consumer-facing growth angle.

What I like here is the global expansion story. The company continues to grow through new product development and increasing its presence in international markets.

Its premium positioning also appears to be holding up, even in a more cautious consumer environment.

As conditions improve, I think businesses with strong brands and global reach can benefit from a recovery in spending and sentiment. Breville ticks these boxes.

Foolish takeaway

Market rebounds can feel encouraging, but I think it is important to stay focused on the underlying businesses.

Wesfarmers offers consistency, Hub24 provides platform-driven growth, Codan brings exposure to defence and communications, WiseTech represents long-term software potential, and Breville continues to expand globally.

They are very different companies, but each has drivers that go beyond short-term market moves.

The post 5 ASX 200 shares I'd buy as the share market rebounds appeared first on The Motley Fool Australia.

While large-cap names tend to dominate headlines, there are a number of ASX shares quietly building strong growth platforms behind the scenes. For investors willing to look beyond the obvious, these companies can offer compelling long-term potential.

Here are two under-the-radar ASX shares that could be worth considering.

Breville Group Ltd (ASX: BRG)

The first ASX share that could have significant long-term potential is Breville.

At first glance, Breville might look like a traditional appliance business. But underneath the surface, it is evolving into a global premium consumer brand with multiple growth levers.

The company continues to expand internationally, with newer markets such as China, Korea, the Middle East, and Mexico delivering very strong growth. In fact, these newer regions collectively grew more than 50% during the first half, highlighting the early-stage opportunity still ahead.

At the same time, Breville is benefiting from strong demand in its coffee category, which continues to drive growth globally. Its focus on premium products and innovation allows it to maintain pricing power and brand strength.

Another interesting angle is its investment in artificial intelligence. Management is rolling out AI across the entire business, not just as a small initiative but as a company-wide transformation.

Combined with ongoing product development and geographic expansion, this suggests Breville has more to it than a typical consumer discretionary company.

SiteMinder Ltd (ASX: SDR)

Another under-the-radar ASX share with plenty of potential is SiteMinder.

SiteMinder operates a global hotel distribution and revenue platform, sitting at the centre of how accommodation providers manage bookings, pricing, and distribution.

What makes it particularly interesting is its combination of strong growth and improving profitability. The company recently delivered revenue growth of over 25% alongside a significant improvement in earnings, with EBITDA more than doubling.

Its Smart Platform strategy is a key driver here. By expanding its product offering and increasing adoption among customers, SiteMinder is growing both its customer base and the amount it earns per customer.

This is reflected in its rising annual recurring revenue and improving unit economics, which point to a scalable business model with operating leverage.

There is also a strong structural tailwind from the increasing complexity of hotel distribution and pricing, particularly as artificial intelligence becomes more widely adopted across the travel industry. SiteMinder's platform plays a critical role in executing transactions and managing this complexity, positioning it well for long-term growth.

The post 2 under-the-radar ASX shares with bags of potential appeared first on The Motley Fool Australia.

If you do, let's see what Morgans is saying about the ASX shares listed below and whether you should be considering a position in them this month.

Here's what the broker is saying:

ANZ Group Holdings Ltd (ASX: ANZ)

Morgans was relatively pleased with this banking giant's performance during the first quarter.

While the bank is making strong progress with its cost reductions, the broker highlights that its guidance for the full year remains the same.

As a result, it hasn't seen anything to make it more positive and has put a sell rating and $32.65 price target on ANZ's shares. It said:

On face of it, the 1Q26 trading update suggested ANZ was tracking ahead of 1H26 growth expectations. However, the beat was driven mostly by the speed of cost-out and will unlikely affect consensus expectations as ANZ retained its FY26 cost guidance of c.$11.5bn. We make minor adjustments to FY26-28F EPS, reflecting 1Q26 Markets revenue strength, impairment charges lower than expected (but off an already low base), and higher shares on issue (DRP uptake was higher than assumed). 12-month target price $32.65 (+8 cps).

We estimate ANZ is trading on 1.8x P:TBV, 16x PER, and 4.1% cash yield (partly franked), all stretched against historical trading ranges. Given the recent share price strength, we downgrade our rating from TRIM to SELL.

Breville Group Ltd (ASX: BRG)

Morgans is far more positive on this appliance manufacturer.

After a better than expected half-year result, the broker has put a buy rating and $40.65 price target on its shares. This implies potential upside of approximately 50% from its current share price. It said:

1H26 was better-than-feared, with double-digit sales growth (+10%) largely offset by tariff costs (~130bp GM impact) to deliver a flat NPAT outcome (+1% on pcp). Crucially, FY26 EBIT growth guidance provides much-needed earnings visibility, alleviating some concerns for an extended transition year and improving our confidence for a resumption of sustainable EPS growth from FY27+.

We continue to be impressed by BRG's strong operational execution, green shoots in Food Prep, and powerful medium-term tailwinds (geographic expansion, espresso tailwinds, NPD, Best Buy developments). Buy maintained.

Macquarie Group Ltd (ASX: MQG)

Finally, Morgans is a fan of this investment bank and was pleased with its performance during the third quarter.

However, due to its current valuation, it only has a hold rating and $223.00 price target on its shares. It commented:

MQG has hosted its annual operational briefing, together with releasing its 3Q26 update.  On the 3Q26 update, we saw this as a solid performance overall, benefitting from market-facing businesses (CGM and Macquarie Capital) seeing results "substantially up" on the pcp.

Additionally, there was an underlying upgrade to CGM guidance, albeit this has been offset, to some degree, by an expected higher FY26 tax rate. We lift our MQG FY26F/FY27F EPS by +2%/+4% reflecting the more positive CGM commentary, blunted somewhat by higher expected tax. Our target price rises to ~$223 (from A$214). We maintain our HOLD recommendation.

The post Buy, hold, sell: ANZ, Breville, and Macquarie shares appeared first on The Motley Fool Australia.

But with cocoa prices soaring and Easter eggs costing more than ever, investors might want to consider saving the money (and the calories) and putting it to work in the share market instead.

Here are three ASX shares that could be worth considering this month.

Breville Group Ltd (ASX: BRG)

The first ASX share that could be a smart buy this Easter is Breville.

Breville designs and sells premium kitchen appliances across global markets, with its products found in countless homes throughout North America, Europe, and Australia. Its focus on innovation and quality has helped it build a strong brand and loyal customer base.

One of the key drivers of its long-term growth is its expansion in the United States. As it continues to deepen relationships with major retailers and increase brand awareness, Breville has a significant opportunity to grow its market share. This is especially the case in the booming coffee market, where Breville is having significant success.

With a scalable business model and exposure to global consumer demand, Breville could continue delivering solid growth over the years ahead.

Light & Wonder Inc. (ASX: LNW)

Another ASX share that could be worth considering is Light & Wonder.

Light & Wonder operates across gaming, digital, and social casino markets, creating content and platforms that generate recurring revenue from players around the world.

A key strength of the business is its diversification. It earns revenue from land-based gaming machines as well as digital channels, which provides multiple avenues for growth.

The company is also benefiting from the ongoing shift towards digital gaming, where engagement levels and monetisation opportunities are strong.

With a growing portfolio of popular games and platforms, Light & Wonder appears well placed to build on its momentum. And with its shares down heavily from their highs, now could be an opportune time to invest.

Xero Ltd (ASX: XRO)

A third ASX share that could be a top pick this Easter is Xero.

Xero provides cloud-based accounting software to small and medium-sized businesses, with a strong presence across Australia, New Zealand, and international markets.

Its platform plays a critical role in helping businesses manage their finances, which makes it deeply embedded in customer operations. This leads to high retention rates and recurring subscription revenue.

Looking ahead, Xero still has a large opportunity to expand globally and increase its average revenue per user through additional services. Combined with the ongoing shift towards cloud-based software, this could support long-term growth.

And while there are fears about AI disruption, Xero's recent deal with AI giant Anthropic is starting to allay these concerns. So, with its shares down 60% from their high, this could be one to consider when the market reopens.

The post Forget Easter eggs, these ASX shares could be your best buys this month appeared first on The Motley Fool Australia.

The good news for investors is that there are plenty of ASX 200 shares with strong long-term growth outlooks that have pulled back from recent highs, potentially creating a buying opportunity.

If I had $6,000 to invest this month, these are three shares I would be comfortable buying.

Netwealth Group Ltd (ASX: NWL)

Netwealth is one of those businesses that benefits from a structural shift that is still playing out.

More and more financial advisers are consolidating onto platform providers that offer better technology and user experience. Netwealth has been a clear winner from that trend.

What I like is the consistency of growth. Funds under administration continue to rise, supported by strong inflows and adviser adoption. As that base grows, so does the company's recurring revenue.

There is also operating leverage in the model.

As more funds flow onto the platform, earnings can scale faster than costs over time. That is exactly the type of setup I want in a long-term compounder.

It may not look cheap even after recent weakness, but I think the quality of the business justifies that premium valuation.

Breville Group Ltd (ASX: BRG)

Breville is a very different kind of growth story. This is a consumer brand, but one that has successfully expanded beyond Australia and built a global presence.

What stands out to me is how the company continues to grow through a combination of new product development and international expansion.

Its coffee segment remains a major driver, and the broader premium appliance category appears to be holding up well, even in a more cautious consumer environment.

I also like the brand strength. Breville has positioned itself at the premium end of the market, which can support margins and help differentiate it from lower-cost competitors.

Retail can be cyclical, but I think Breville has shown it can navigate different environments while continuing to grow over time.

Codan Ltd (ASX: CDA)

Codan brings something different again. This is a business with exposure to communications technology, defence, and increasingly, drone and counter-drone systems.

That last point is particularly interesting to me. The role of drones in modern conflict is expanding rapidly, and with that comes demand for technologies that can detect, manage, and neutralise them.

Codan is positioning itself within that ecosystem through its communications and tactical solutions.

At the same time, it still has a strong metal detection business, which provides another source of earnings.

That combination gives it both stability and exposure to long-term growth themes.

Foolish takeaway

If I were investing $6,000 this month, I would be looking for a mix of structural growth, strong execution, and long-term potential.

Netwealth offers platform-driven growth in financial services. Breville provides global consumer expansion with a premium brand. Codan gives exposure to defence and communications, including the growing drone and counter-drone market.

Each has a clear pathway to growth over time. And that is what I want to be buying for the long term.

The post 3 of the best ASX 200 shares to buy this month with $6,000 appeared first on The Motley Fool Australia.

It is possible the ASX share market could decline further. The Strait of Hormuz remains shut to most vessels, inflation is bubbling and certain costs are going up. I'm not about to make any predictions of when things will start improving.

But, I'm also optimistic about the long-term and I'm seeing plenty of opportunities around for Aussies to take advantage of. So, how are we supposed to invest during these worrying times?

Dollar cost averaging

The idea behind dollar cost averaging (DCA) is that you don't put all your available investing dollars into the market at once.

Investors steadily put their money into buying (ASX) shares regularly. During a bear market, this means they are able to keep investing even as the market goes lower.

It's up to each individual investor to decide how much they invest and how regularly they do it. Someone who has been waiting for a period like this with a pile of cash may decide to invest an amount (such as around $1,000) each week (or even each day if the market is plunging).

Other investors may be utilising a DCA strategy for all of their investing month after month, year after year.

I regularly invest each month with money my household has saved, but, in addition, I also have a separate amount that I've been regularly putting bit by bit into the market as it falls.

That separate amount could be parked in an offset account or high interest savings account until it's needed. Not every single dollar of cash needs to be invested at all times for it to be useful for our finances (and portfolio).

Be brave

Part of a winning strategy during this period is staying calm and thinking about the long-term potential of one's portfolio.

Share prices don't fall for no reason, there's usually something that's affecting market confidence such as a pandemic, high inflation or jumping oil prices. These impacts don't last forever.

It's not easy to invest at times like this, but that's why share prices have fallen to such an attractive level.

ASX growth shares like Temple & Webster Group Ltd (ASX: TPW), Breville Group Ltd (ASX: BRG), Pro Medicus Ltd (ASX: PME), Tuas Ltd (ASX: TUA) and Pinnacle Investment Management Group Ltd (ASX: PNI) are just a few of the names that have great long-term prospects, in my view.

As Warren Buffett once said:

Be fearful when others are greedy and greedy when others are fearful.

The lower the ASX share market goes, the more I'm motivated to invest. Historically, the share market has recovered from negative times, even if it takes a while to do so.  

The post How to invest during an ASX share bear market when you're worried about prices falling more appeared first on The Motley Fool Australia.

Not in a reactive way, but in a deliberate one.

For me, April feels like a good time to focus on quality. Businesses with strong market positions, proven track records, and the ability to keep growing over time.

If I am looking at blue-chip ASX 200 shares right now, these are three that stand out to me.

REA Group Ltd (ASX: REA)

REA Group is one of those businesses that I think quietly dominates its space.

Its realestate.com.au platform has become the go-to destination for property listings in Australia. That kind of market leadership is incredibly valuable.

What I find particularly compelling is its pricing power.

As long as agents and vendors want visibility for their listings, REA remains a critical channel. That gives it the ability to grow revenue even in more subdued property markets.

Of course, the housing cycle does matter. Listings volumes can fluctuate depending on market conditions. But over the long term, I believe the structural shift toward online property advertising has firmly played into REA's hands.

For me, it is a high-quality digital platform with strong margins and a long runway.

Breville Group Ltd (ASX: BRG)

Breville is another blue-chip ASX 200 stock I'd buy in April.

What stands out to me is its ability to grow globally while maintaining a strong focus on product quality and innovation.

It is not trying to compete on price. Instead, it is building a reputation around well-designed, high-end appliances, particularly in categories like coffee and kitchen products.

I also like the way it continues to expand into new markets.

Growth in regions such as the US, Europe, and parts of Asia suggests to me that the brand still has plenty of room to scale internationally.

There will always be some cyclicality in consumer spending. But I think Breville's premium positioning gives it a level of resilience that not all discretionary companies have.

Wesfarmers Ltd (ASX: WES)

Wesfarmers is probably one of the most well-known blue-chip names on the ASX, and I think there is a good reason for that.

At its core, it is a diversified group with exposure to retail, industrial, and chemical businesses. But what really stands out to me is its management track record.

Over time, Wesfarmers has shown an ability to allocate capital effectively, whether that is through acquisitions, divestments, or reinvestment into existing businesses.

Retail brands like Bunnings continue to perform strongly, and I think they provide a solid earnings base.

On top of that, the company has demonstrated a willingness to evolve, which I believe is critical for long-term success.

For me, Wesfarmers represents a blend of stability and strategic flexibility.

Foolish takeaway

When I think about blue-chip ASX 200 shares to buy in April, I am looking for quality.

REA Group offers a dominant digital platform, Breville brings global brand growth, and Wesfarmers provides diversification backed by strong management.

Individually, I think each has the potential to deliver solid long-term returns. And in a market that has recently pulled back, I believe they are worth a closer look.

The post My best blue-chip ASX 200 buys for April appeared first on The Motley Fool Australia.

Three broker buy ratings that you might want to know more about are summarised below. Here's why brokers think these ASX shares are in the buy zone:

Breville Group Ltd (ASX: BRG)

According to a note out of Macquarie, its analysts have retained their outperform rating on this appliance manufacturer's shares with a trimmed price target of $37.10. Macquarie has been looking at industry data and believes it is favourable for Breville and suggests that it could be outperforming peers. The broker highlights that this is being driven by growth from its coffee business, as well as new products and new markets. Overall, Macquarie believes this leaves Breville well-placed for annual growth of 10%+ through to FY 2028. The Breville share price ended the week at $26.28.

Cochlear Ltd (ASX: COH)

A note out of UBS reveals that its analysts have retained their buy rating and $302.00 price target on this hearing solutions company's shares. UBS believes that recent share price weakness has created an attractive buying opportunity for investors. This is especially the case given how the broker believes Cochlear's new next-generation cochlear implant platform, Nexa, will underpin a strong earnings recovery. The broker believes that with limited competition, Cochlear is well-placed to win market share. And while there are concerns over gene therapies, UBS doesn't believe this is something that will impact its near term performance. The Cochlear share price was fetching $170.23 at Friday's close.

Liontown Ltd (ASX: LTR)

Another note out of UBS reveals that its analysts have retained their buy rating and $2.20 price target on this lithium miner's shares. UBS is feeling positive about lithium and believes now could be a good time for investors to consider a position in the industry. This is because UBS sees potential for another upcycle for lithium prices. It suspects that surging oil prices and supply disruptions caused by the war in the Middle East could be good news for lithium. It feels that the impact this is having on the fuel market could lead to increased demand for electric vehicles and lithium for batteries. In fact, the broker sees potential for the spodumene price to reach US$4,000 per tonne by the end of the year. The Liontown share price ended the week at $1.76.

The post Top brokers name 3 ASX shares to buy next week appeared first on The Motley Fool Australia.

Not trading in and out. Not trying to time the market. Just identifying high-quality Australian stocks with competitive advantages and letting them compound over time.

If I were putting fresh money to work today with a 10-year mindset, these are three ASX 200 names I would be very comfortable buying and holding for the long haul.

Goodman Group (ASX: GMG)

I think Goodman Group is one of the best ways to gain exposure to some of the most powerful structural trends in the global economy.

At its core, Goodman is a property and infrastructure business. But I believe it is much more than a traditional REIT. It is increasingly a developer and owner of critical infrastructure for the digital economy.

What really stands out to me is its growing exposure to data centres. These assets are becoming essential as cloud computing, artificial intelligence (AI), and data usage continue to surge globally. Goodman is already committing significant capital to this space, with data centres making up a large portion of its development pipeline and a global "power bank" that gives it a strategic advantage in securing future projects.

I also like that it is operating in supply-constrained, high-quality urban locations. That tends to support pricing power and long-term asset values.

Importantly, its balance sheet is very strong, which I think gives management the flexibility to keep investing through cycles.

For me, this is not just a property play. I see it as a long-term infrastructure compounder tied to the growth of e-commerce, logistics, and digital infrastructure.

Netwealth Group Ltd (ASX: NWL)

Netwealth is an Australian stock that I believe is one of the clearest beneficiaries of the long-term shift toward platform-based investing and adviser-led wealth management.

What I really like is how consistently the financial services technology company has been taking market share. Funds under administration have been growing strongly, supported by steady inflows and increasing adoption by financial advisers.

To me, that speaks to the strength of its platform and the value it provides to clients.

But what makes Netwealth particularly compelling, in my view, is its technology edge.

The company continues to invest heavily in its platform, data capabilities, and increasingly in AI. I think this matters more than ever in financial services, where efficiency, personalisation, and integration are becoming key differentiators.

There is also a powerful network effect at play. As more advisers and clients join the platform, it becomes more valuable, which can help drive further growth.

Breville Group Ltd (ASX: BRG)

Appliance manufacturer Breville is another Australian stock I rate highly.

What I like most is that Breville is not competing on price. It is competing on quality, design, and innovation. That shows up in its ability to generate consistent revenue growth, driven by new product development, premium positioning, and expansion into new markets.

I also think its global growth opportunity is still underappreciated.

The brand is well established in markets like Australia and the US, but it is still gaining traction in newer regions. The company has been expanding into places like China, the Middle East, and other international markets, and early signs have been encouraging.

Another thing I find interesting is how management is leaning into technology and even AI across the business. That tells me this is not a company standing still. It is actively trying to improve operations, marketing, and product development.

Of course, consumer discretionary businesses can be cyclical. But Breville's focus on the coffee market, premium products, and brand strength seems to provide some resilience, even in tougher environments.

Over a decade, I think that combination of brand, innovation, and global expansion could deliver very attractive returns.

Foolish Takeaway

If I am buying Australian stocks to hold for a decade, I want businesses with clear competitive advantages, strong management teams, and long growth runways.

For me, these stocks tick these boxes. Goodman Group offers exposure to the digital infrastructure boom, Netwealth provides a high-quality platform business benefiting from structural industry shifts, and Breville brings a premium global consumer brand with plenty of expansion potential.

The post 3 high-quality Australian stocks I would buy and hold for a decade appeared first on The Motley Fool Australia.

On Thursday, the appliance manufacturer's shares ended the session at $26.52.

This means the ASX 200 stock is down almost 30% from its high.

What is the broker saying about this ASX 200 stock?

Ord Minnett is very positive on Breville right now. This is partly due to its expansion in the United States, which has been boosted by a recent consolidation of vendors by Best Buy (NYSE: BBY). It explains:

Breville executed a major US retail expansion in late 2025 where it installed 'store-in-store' formats in 300 of the more than 1,000 stores operated by US big-box consumer electronics retailer Best Buy. This was part of a deliberate consolidation of vendors by Best Buy, which has rationalised its small domestic appliance offering to five brands – three primary brands in Breville, Dyson and SharkNinja and two secondary brands in De'Longhi and Bella – although brands outside that range can still sell through Best Buy's Marketplace online channel."

A structural advantage in a key market

The broker believes this shift in the retail landscape could work strongly in Breville's favour. Ord Minnett explains:

The consolidation of vendors by Best Buy is described by Breville management as a "material change" to the retail channel structure in the US. The brands chosen benefit from additional shelf space and a structural lock-in, while the brands that have been de-ranged lose access to more than 1,000 retail locations. This dynamic is also playing out across other Best Buy categories, not just small domestic appliances.

As a result, the ASX 200 stock appears to be gaining a stronger competitive position in a highly important market.

Should you buy this ASX 200 stock?

According to the note, the broker has put a buy rating and $37.20 price target on Breville's shares.

Based on its current share price, this implies potential upside of 40% for investors over the next 12 months.

In addition, a dividend yield of approximately 1.5% is expected over the period.

The broker concludes:

As a primary partner in Best Buy's consolidated vendor strategy, this should provide Breville with a significant competitive advantage in the giant US market. Following recent weakness in the Breville share price, we upgrade to Buy from Accumulate with an unchanged price target of $37.20.

The post Ord Minnett says this ASX 200 stock can rise 40% appeared first on The Motley Fool Australia.

To narrow things down, let's see what analysts are saying about the three in this article.

Are they buys, holds, or sells? Here's what the broker is recommending:

Breville Group Ltd (ASX: BRG)

Ord Minnett is very positive on this appliance manufacturer and is recommending it to clients. The broker recently upgraded its shares to a buy rating with a $37.20 price target.

It highlights that Breville is well-placed to benefit from a consolidation of vendors by Best Buy (NYSE: BBY) in the United States. It explains:

The consolidation of vendors by Best Buy is described by Breville management as a "material change" to the retail channel structure in the US. The brands chosen benefit from additional shelf space and a structural lock-in, while the brands that have been de-ranged lose access to more than 1,000 retail locations. This dynamic is also playing out across other Best Buy categories, not just small domestic appliances.

As a primary partner in Best Buy's consolidated vendor strategy, this should provide Breville with a significant competitive advantage in the giant US market. Following recent weakness in the Breville share price, we upgrade to Buy from Accumulate with an unchanged price target of $37.20.

Collins Foods Ltd (ASX: CKF)

The broker has also been looking at quick service restaurant operator Collins Foods.

It highlights that the company is expanding its footprint in Germany with an acquisition.

However, while it sees positives, it isn't enough for anything more than a hold rating with a $12.00 price target. It explains:

Collins noted same-store sales (SSS) growth in its dominant Australian division was 2.7% in FY26-to-date but had accelerated in the second half of FY26 to 3.2%. Post the trading update, Ord Minnet trimmed its FY26 EPS estimate by 0.7%, while our forecasts for FY27 and FY28 increased by 7.2% and 8.4%, respectively, which led us to raise our target price to $12.00 from $10.50.

There is value apparent in Collins, but the company needs to exhibit a sustained period of performance in the German market, which the company is touting as its next 'growth pillar', before we can become more constructive on the stock.

MA Financial Group Ltd (ASX: MAF)

Ord Minnett is feeling bullish about this global alternative asset manager and has named it as a buy with a $10.05 price target.

It highlights that the asset management business is experiencing strong momentum and believes it is well-placed to grow its assets under management. It commented:

‍Ord Minnett has resumed coverage of MA Financial with a Buy recommendation and a target price of $10.05. Its asset management business is seeing continuing momentum in net flows and the launch of new investment vehicles in FY25 leads us to expect strong growth in assets under management (AUM) in the near term.

Further, the residential lending business is hitting its straps and will deliver a more material profit contribution in FY26. We see an attractive value proposition in MA Financial, with the stock trading on a one-year forward price-to-earnings (P/E) multiple of 14.7x, along with a forecast EPS compound annual growth rate (CAGR) of 23% over the FY25–28 horizon.

The post Buy, hold, sell: Breville, Collins Foods, and MA Financial shares appeared first on The Motley Fool Australia.

Is the broker bullish, bearish, or something in between on these names? Let's find out.

Breville Group Ltd (ASX: BRG)

Morgans remains very positive on this appliance manufacturer following the release of a solid half-year result last month.

In response, the broker has put a buy rating and $40.65 price target on Breville's shares. Morgans highlights the company's strong operational execution and powerful medium-term tailwinds as reasons to buy. It said:

1H26 was better-than-feared, with double-digit sales growth (+10%) largely offset by tariff costs (~130bp GM impact) to deliver a flat NPAT outcome (+1% on pcp). Crucially, FY26 EBIT growth guidance provides much-needed earnings visibility, alleviating some concerns for an extended transition year and improving our confidence for a resumption of sustainable EPS growth from FY27+.

We continue to be impressed by BRG's strong operational execution, green shoots in Food Prep, and powerful medium-term tailwinds (geographic expansion, espresso tailwinds, NPD, Best Buy developments). Buy maintained.

Goodman Group (ASX: GMG)

Another ASX 200 share that Morgans has been looking at is industrial property giant Goodman.

It highlights that the market is becoming impatient with the longer development timelines for data centres (DCs), but thinks it is worth sticking with this one. As a result, it has put a buy rating and $32.45 price target on its shares. It said:

GMG is leaning hard into data centre (DC) development across scarce, power-enabled metro locations, backed by long-dated capital partners and a conservative balance sheet. FY26 guidance is unchanged, with near-term results reflecting longer development timeframes and a larger share of balance-sheet originated developments. Execution now hinges on converting customer negotiations into commitments across key DC campuses while holding returns.

Whilst the company has flagged the longer development timeframe for DCs, recent share price weakness points to impatience as the market discounts the uncertainty around hyperscale demand, investor appetite and potentially the lower likelihood of an FY26 EPS upgrade.

Wesfarmers Ltd (ASX: WES)

Finally, Wesfarmers delivered a better than expected result in February.

However, due to its current valuation, the broker thinks Wesfarmers shares are overvalued and feels that investors should wait for a better entry point. It has put a trim rating and $80.50 price target on its shares. It explains:

WES's 1H26 result was better than expected with productivity and efficiency improvements a key highlight. Earnings for all divisions except Industrial & Safety were either in line or above our forecasts. WES noted that despite a modest improvement in consumer demand, higher costs continued to weigh on many households and businesses, while residential construction activity remains subdued. We adjust FY26/27/28F group EBIT by +2%/+1%/+1%.

Our target price rises slightly to $80.50 (from $79.30) and we maintain our TRIM rating with a 12-month forecast TSR of -2%. While we continue to view WES as a core long-term portfolio holding with a diversified group of well-known retail and industrial brands, a healthy balance sheet, and an experienced leadership team, trading on 30.7x FY27F PE we continue to see the stock as overvalued in the short term.

The post Buy, hold, sell: Breville, Goodman, and Wesfarmers shares appeared first on The Motley Fool Australia.

Macquarie has issued a research note to its clients with a bullish price target on Breville shares.

We'll get to exactly what that price is shortly, but first, why are they so keen on the company?

Breville tends to lead the market

Macquarie analyses the performance of small-appliance companies globally, with the data used to provide a benchmark for how companies such as Breville are performing.

They said the most recent data was mixed, with fellow coffee machine maker De'Longhi giving guidance for mid-single-digit sales growth, while Williams-Sonoma was guiding to 2% to 6% like-for-like sales growth.

Other companies in the sector were mixed, with SharkNinja very positive with 10% to 11% growth guidance, while Nestle's Nespresso division was expected to deliver 3% to 4% organic growth.

Macquarie said that Breville's first-half revenue beat the Macquarie Kitchen Benchmark, and had outperformed the benchmark by about 9% per year since 2018.

Macquarie said that historical outperformance supported its forecast for compound annual growth of 10%-plus from FY25 to FY28.

They said further:

Coffee growth, new market entry and new product development continue to drive outperformance vs sector peers.

Strong first half

Breville itself said while releasing its first-half results in February that it expected EBIT to be "a slight increase" over the previous year; however, that was assuming "no significant change in economic conditions in the group's major trading markets''.

Chief Executive Jim Clayton said at the time that the company had delivered strong results while executing two transformation projects at the same time.

These were "driving the manufacturing diversification of our 120-volt portfolio and leaning into the front edge of our enterprise-wide AI program''.

Mr Clayton added:

The tariff backdrop in the US made the half incrementally challenging, but the results speak for themselves. We achieved 80% of US Gross Profit manufactured outside of China by December, grew our position in key categories, and minimized the impact on the P&L. Coffee continued to lead, delivering double-digit revenue growth. Our NPD pipeline again contributed materially to performance, with strong launches across espresso and cooking. Beanz continued its rapid growth trajectory, scaling across four countries with the infrastructure and processes now proven to support further growth. Our newest markets—Mexico, China, the Middle East, and Korea—collectively grew over 50%, further validating geographic expansion as an important growth lever. These markets are still early but the customer and partner engagement has been strong.

Breville has also recently released a range of toasters that assess how cooked toast is visually, rather than by time, in what the company says is a big step forward.

Macquarie has a price target of $37.10 on Breville shares compared with $26.26 currently.

The company also pays a 1.4% dividend yield.

The post How high does Macquarie think Breville shares will go? appeared first on The Motley Fool Australia.

Three top ASX shares that leading brokers have named as buys this week are listed below. Here's why they are bullish on them:

Breville Group Ltd (ASX: BRG)

According to a note out of Macquarie, its analysts have retained their outperform rating on this appliance manufacturer's shares with a trimmed price target of $37.10. The broker has been looking at industry data and believes it points to an outperformance compared to peers. It notes that this is being driven by growth from its coffee business, as well as new products and new markets. Macquarie believes that this supports its forecast for annual growth of 10%+ through to FY 2028. The Breville share price is trading at $25.85 on Monday morning.

Hub24 Ltd (ASX: HUB)

Another note out of Macquarie reveals that its analysts have upgraded this investment platform provider's shares to an outperform rating with a reduced price target of $92.25. Macquarie has become bullish on Hub24 following a recent material derating on concerns about artificial intelligence (AI) disruption and broader Middle East conflict-related selling. It notes that this has left its shares trading at a sizeable discount to five-year average multiples. The broker believes that this has created a buying opportunity for investors and expects Hub24 to continue to take market share over the next one to two years. The broker thinks AI disruption concerns are overblown and is expecting Hub24 to deliver annual earnings growth of more than 20% over the medium term. The Hub24 share price is fetching $78.35 at the time of writing.

JB Hi-Fi Ltd (ASX: JBH)

Analysts at Bell Potter have retained their buy rating on this retail giant's shares with a reduced price target of $90.00. According to the note, the broker sees some defensiveness in JB Hi-Fi with the semi-discretionary characteristics as stretched consumer wallets take a larger share in technology products. As a result, it retains its view of JB Hi-Fi as one of the key preferences within its sector coverage. Bell Potter also highlights that the company's shares are trading at an 18-month low on a ~17x estimated FY 2026 earnings. As a result, it sees valuation support considering the relative defensiveness and margin levers in the business model. The JB Hi-Fi share price is trading at $71.86 on Monday.

The post Leading brokers name 3 ASX shares to buy today appeared first on The Motley Fool Australia.