Four ASX shares that have failed to follow the market higher today are listed below. Here's why they are falling:

Amplitude Energy Ltd (ASX: AEL)

The Amplitude Energy share price is down 35% to $1.72. Investors have been selling the energy company's shares following an update on drilling operations at its Isabella prospect in the Offshore Otway Basin, located in Victoria. Amplitude Energy advised that pressure depletion during the testing period does not support a commercial development of the Isabella field. As a result, the well will now be plugged and abandoned. The company's managing director and CEO, Jane Norman, said: "The result at Isabella is disappointing but geological data from this well will help inform our future exploration prospects."

Atlas Arteria Group (ASX: ALX)

The Atlas Arteria share price is down 4% to $4.34. This has been driven by the toll road operator's shares going ex-dividend this morning for its final dividend for FY 2025. Last month, when Atlas Arteria released its full-year results, it declared a final dividend of 20 cents per share. Eligible shareholders can now look forward to receiving this next month on 9 April.

Computershare Ltd (ASX: CPU)

The Computershare share price is down over 2% to $27.75. This may have been caused by a broker note out of Ord Minnett this morning. According to the note, the broker has downgraded the share registry company's shares to a hold rating with a $36.75 price target.

Woodside Energy Group Ltd (ASX: WDS)

The Woodside share price is down almost 4% to $33.45. Investors have been selling Woodside shares after oil prices sank overnight and during Asian trade on Wednesday. This has been driven by optimism that a US-Iran peace deal could be on the horizon. It isn't just Woodside shares that are falling today. The S&P/ASX 200 Energy index is down 2.3% at the time of writing.

The post Why Amplitude Energy, Atlas Arteria, Computershare, and Woodside shares are falling today appeared first on The Motley Fool Australia.

At the time of writing, the financial administration company's shares are down 0.93% to $27.77, after slipping to a new multi-year low of $27.76 earlier in the session. By comparison, the S&P/ASX 200 Index (ASX: XJO) is also in the red by 0.5%.

The latest move adds to a difficult stretch for investors, with the Computershare stock now trading lower for 7 straight sessions.

Selling pressure continues to build

Looking at the charts, Computershare shares have been trending lower for some time.

Over the past year, the stock has steadily declined, and the move to fresh lows suggests that selling pressure remains in place. The chart shows a clear pattern of lower highs and lower lows, pointing to weak momentum.

Short-term indicators also reflect this. The relative strength index (RSI) has been sitting in the lower range, highlighting a lack of buying support in recent sessions.

While the decline has not been significant on any single day, the steady run of losses indicates sellers remain in control.

Interest rate expectations remain a key factor

One of the main drivers of Computershare's earnings is the interest it earns on client balances.

Recent shifts in central bank expectations seem to be weighing on sentiment. Markets are increasingly factoring in the likelihood of rate cuts across major economies, including the United States.

This change in outlook could reduce support from one of the company's more important earnings streams.

Market conditions also playing a role

Equity markets have been volatile in recent weeks amid ongoing uncertainty over inflation, economic growth, and geopolitical developments.

This has led to a shift in positioning, with investors moving toward more defensive areas of the market.

Computershare delivered strong returns in prior years, so some investors may be taking profits or reducing exposure as conditions change.

A large global platform

Despite the recent share price decline, Computershare remains a major global provider of shareholder and corporate administration services.

The company operates across multiple regions, including Australia, the United States, the United Kingdom, and Canada. Its services include share registry operations, corporate trust, employee share plans, and mortgage servicing.

Its global footprint means earnings are tied to corporate activity, market conditions, and interest rate movements.

Foolish Takeaway

The Computershare share price is now trading at multi-year lows, reflecting ongoing weakness in sentiment and economic expectations.

While the business continues to operate across global markets, interest rates and market conditions are likely to remain key drivers from here.

The post Computershare shares just hit a fresh multi-year low. What is going on? appeared first on The Motley Fool Australia.

The RBA announced an increase of the cash rate target by 0.25%, bringing Australia's official interest rate to 4.10%.

The decision was largely due to rising inflation according to the board. 

Australia's benchmark index, the S&P/ASX 200 Index (ASX: XJO) crawled roughly 0.3% higher in Tuesday's trade following the news. 

How does the cash rate impact ASX shares?

The RBA Cash Rate plays a central role in shaping the performance of ASX-listed shares. 

When the cash rate rises, borrowing becomes more expensive for businesses and consumers, which can slow economic activity and reduce company profits, often putting downward pressure on share prices. 

Higher rates also make fixed-income investments like bonds more attractive relative to equities, leading some investors to shift money out of shares. 

Conversely, when the cash rate falls, borrowing is cheaper, encouraging spending and investment, which can boost corporate earnings and generally support higher share prices. 

In this way, changes in the cash rate influence both company fundamentals and investor behavior across the ASX.

For the everyday consumer, changes in the cash rate affect how much they pay on mortgages, loans, and credit cards, influencing their spending power and overall cost of living.

While past performance does not guarantee future returns, here are ASX shares that may benefit from a higher rate environment. 

Insurance companies

Insurers can benefit from interest rate rises because they invest premiums and earn more when yields rise. 

This could be ideal for ASX shares like: 

• QBE Insurance Group Ltd (ASX: QBE)
• Suncorp Group Ltd (ASX: SUN)
• Insurance Australia Group Ltd (ASX: IAG)

All three saw share price rises yesterday on the back of the RBA announcement. 

In simple terms, higher interest rates = higher investment returns on premiums, which directly lifts insurers' earnings.

QBE and IAG have also attracted positive analysis from brokers recently, indicating it could outperform markets in the short-term. 

Financial and cash-sensitive businesses

Two other ASX shares that could outperform due to rising interest rates are: 

• Macquarie Group Ltd (ASX: MQG)
• Computershare Ltd (ASX: CPU)

These companies directly earn more income from cash balances or client funds. 

For example, Computershare's profits can rise significantly as interest earned on client balances increases.

Meanwhile, Macquarie Group can benefit from higher interest rates because it earns more income on its large pools of client funds and investments, while also profiting from increased margins in its lending and financial services businesses.

The company also has a long track record of generating strong profits across market cycles.

The post 5 ASX shares that could benefit from rising interest rates appeared first on The Motley Fool Australia.

On Monday, shares in the financial admin company fell to $29.26, marking the stock's weakest point since 2024.

At the time of writing, the Computershare share price has recovered slightly to $29.60, though it remains down 3.30% for the day.

The decline continues a difficult stretch for investors. Computershare shares are now down more than 13% since the start of 2026 and have fallen roughly 25% over the past 12 months.

So, what could be behind the sell-off?

Interest rate outlook may be weighing on sentiment

One factor that often influences Computershare's performance is the direction of global interest rates.

The company generates a portion of its earnings from interest earned on client balances. When rates are higher, that income tends to rise. When rates begin to fall, the benefit can fade.

In recent months, markets have increasingly priced in potential interest rate cuts across several major economies, including the United States.

If rates move lower over time, it could reduce the tailwind that previously supported parts of Computershare's earnings.

That shift in expectations looks to be contributing to a more cautious view among investors.

Market volatility also playing a role

Broader market conditions could also be affecting sentiment.

Equity markets have been volatile in recent weeks amid geopolitical tensions and uncertainty around the global economic outlook.

During periods of market stress, investors often rotate away from stocks that previously performed strongly and toward more defensive areas.

Computershare delivered strong returns in previous years, so some investors may now be locking in profits as the outlook becomes more uncertain.

A business with global reach

Despite the recent share price decline, Computershare remains one of the largest providers of shareholder services and corporate administration in the world.

The company provides a range of services, including share registry operations, corporate trust administration, employee share plan management, and mortgage servicing.

Its clients include thousands of listed companies across markets such as Australia, the US, the United Kingdom, and Canada.

Computershare's global operations mean its earnings are influenced by several factors, including corporate activity, financial market conditions, and interest rate movements.

Foolish Takeaway

The Computershare share price has fallen sharply over the past year and is now trading near a 2-year low.

Shifting expectations around interest rates and broader market volatility may be weighing on sentiment in the near term.

However, the company still operates a large global platform and generates significant recurring revenue from long-term client relationships.

The key question now is whether the recent decline represents a temporary pullback or a continued downward trend.

The post Computershare shares fall to a 2-year low. Is this the bottom? appeared first on The Motley Fool Australia.

These S&P/ASX 200 Index (ASX: XJO) shares are currently trading at a discount compared to price targets from brokers. 

Lendlease Group (ASX: LLC)

Lendlease is an international property development and construction business operating across Australia, the Americas, the UK, Europe, and Asia.

Its share price has consistently declined over the last 12 months. 

This included a significant fall on the back of February's half-year results.

At the time of writing, the ASX 200 company is down 25.78% year to date and 35.6% over the last year. 

However, based on analysts outlook, it may be a buy low opportunity after the rough start to 2026. 

6 analyst forecasts via TradingView have an average 12 month price target of $5.33 on this ASX 200 stock. 

From last week's closing price of $3.83, this indicates a potential upside of just over 39%. 

Seek Ltd (ASX: SEK)

Seek is a global online employment marketplace, serving Australia, Asia, Latin America, and beyond.

Its share price has recently hit 5-year lows, but has slowly started to turn the corner. 

At the time of writing it is down 27% since the start of the calendar year. 

The ASX 200 company has been one of the many tech shares impacted by rising AI disruption fears. 

Despite this, it posted healthy earnings in February which included revenue growth and a record dividend.

I think the ASX 200 shares might have hit rock bottom, and could be on the way back up. 

It seems brokers agree. 

Following earnings results, Morgans kept its 12-month share price target at $27.50 and upgraded Seek shares to a buy rating. 

From last week's closing price of $16.93, that indicates an upside of 62.4%. 

Computershare Ltd (ASX: CPU)

Another ASX 200 stock trading below fair value is Computershare. 

It is an Australian financial administration company offering global services in corporate trusts, stock transfers, and employee share plans.

It was also hit hard during earnings season, but may now be trading at an enticing entry point. 

This ASX 200 stock is down 23% over the last year. 

It closed trading last week at $30.61. 

However, 6 analysts offering one year price targets (via TradingView) have an average target of $36.18. 

That indicates an upside of just over 18%. 

Earlier this year, analysts at Citi placed a one year price target of $39.60. 

If this ASX 200 stock reached this target, it would be a rise of close to 30%. 

The post 3 ASX 200 shares trading well below brokers' targets appeared first on The Motley Fool Australia.

The market is taking a breather after a strong week that saw the ASX All Ords rise to a 14-week high of 9,345.2 points.

Between Monday and Thursday, the ASX All Ords ascended 3.65% on the back of strong results from several major companies.

The stand-out was an unexpected 6% cash profit lift from Commonwealth Bank of Australia (ASX: CBA) in 1H FY26.

The result saw the market's biggest ASX 200 bank share reassume the crown as the largest stock by market cap on the All Ords.

CBA declared a fully-franked interim dividend of $2.35 per share, up 4% from 1H FY25, with the ex-dividend date next Wednesday.

ANZ Group Holdings Ltd (ASX: ANZ) also surprised with a $1.94 billion cash profit in 1Q FY26, up 75% on the 2H FY25 quarterly average.

The news sent ANZ shares to a record high (surpassed today at $40.95), alongside several other ASX All Ords large-cap shares.

Meantime, earnings season continues on Friday.

Next week, a small group of ASX All Ords shares will go ex-dividend.

To pick up a dividend payment, you must own the stock before the ex-dividend date.

On the ex-dividend date, share prices tend to fall because the stocks are less valuable without their next dividends attached.

This also presents an opportunity to buy the stock or do some dollar-cost averaging if you're already a shareholder.

ASX shares with ex-dividend dates coming up

Which companies are reporting next week?

According to the calendar, we'll hear from JB Hi-Fi Ltd (ASX: JBH) and Bendigo and Adelaide Bank Ltd (ASX: BEN) on Monday.

On Tuesday, BHP Group Ltd (ASX: BHP) shares will be on watch as the miner releases its 1H FY26 numbers.

On Wednesday, Santos Ltd (ASX: STO) and Lottery Corporation Ltd (ASX: TLC) will report.

Thursday will be a huge day for the ASX All Ords.

We'll hear from Charter Hall Group (ASX: CHC), Goodman Group (ASX: GMG), and ZIP Co Ltd (ASX: ZIP), as well as Rio Tinto Ltd (ASX: RIO), PLS Group Ltd (ASX: PLS), Sandfire Resources Ltd (ASX: SFR), Telstra Group Ltd (ASX: TLS), and Wesfarmers Ltd (ASX: WES).

On Friday, Mineral Resources Ltd (ASX: MIN), Megaport Ltd (ASX: MP1), and QBE Insurance Group Ltd (ASX: QBE) will be up.

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

Australia's benchmark index rose a strong 1.66%.

However two ASX 200 stocks that didn't share the success yesterday were Computershare Ltd (ASX: CPU) and ResMed Inc (ASX: RMD). 

These ASX 200 shares fell 3.3% and 4.7% respectively. 

Following this sell-off, it could be an opportunity for investors to enter at a more attractive price. 

Here's what experts are saying. 

Computershare Ltd (ASX: CPU)

Computershare suffered a 3.3% fall yesterday following the company's 1H FY26 Results.

It is an Australian financial administration company offering global services in corporate trusts, stock transfers, and employee share plans.

The company reported:

• Management revenue up 3.9% compared to 1H FY25
• Management EPS rose 3.9% to 72.2 US cents
• ROIC exceeded 36%
• Margin income of $372.9 million, down 5.4%
• Interim dividend lifted to 55 AU cents per share (30% franked), up 22% on last year

Overall, this appeared to be a strong result. 

Even more positive, is the balance sheet strength and upgraded FY26 guidance from the ASX 200 company. 

However investors were apparently expecting more. 

Following yesterday's drop, it now sits close to its 52-week low at $31.29 per share. 

It is down roughly 25% from this time last year. 

The ASX 200 stock now appears to be undervalued. 

Analysts at Citi placed a buy rating on this battling industrials stock in January. 

This came with a price target of $39.60. 

From yesterday's closing price, that indicates an upside of approximately 26.5%. 

ResMed Inc (ASX: RMD)

ResMed shares also struggled yesterday, falling 4.7%. 

The company develops, manufactures, and distributes medical devices – such as flow generators, CPAP masks, and accessories – and cloud-based software applications that diagnose, treat, and manage a range of respiratory disorders including sleep apnea, chronic obstructive pulmonary disease (COPD), and neuromuscular disease.

It closed yesterday at $36.79, which is well below recent targets from brokers. 

Ord Minnett currently has a buy rating and $43.70 price target on ResMed shares.

Elsewhere, Morgans has a buy rating and price target of $47.73 thanks to the company's second-quarter FY2026 results, which beat expectations across the board. 

ResMed delivered double-digit growth in revenue and earnings, expanded its gross margins, and generated strong cash flow.

Due to improved operating leverage, Morgans has slightly increased its earnings forecasts and valuation for the company. 

From yesterday's closing price, the updated target from Morgans indicates an upside potential of almost 30%. 

The post Bargain buys! – Scoop up these ASX 200 stocks after yesterday's crash appeared first on The Motley Fool Australia.

At the time of writing, the Computershare share price is down 0.28% to $32.21.

That leaves the stock around 6% lower so far in 2026, even after management upgraded guidance and lifted the interim dividend.

Let's take a dive into what happened today.

A good result, but not enough to excite

For the six months ended 31 December 2025, Computershare delivered steady results in a lower interest rate environment.

Management revenue rose 3.9% to US$1.6 billion, while management earnings per share (EPS) increased by the same margin to 67.9 US cents. Excluding margin income, EBIT jumped 12% to US$190.8 million, with margins expanding by 70 basis points to 16%.

Return on invested capital climbed to a very healthy 36.1%, underlining the capital-light nature of the business.

The softer spot was margin income, which fell 5.4% to US$372.9 million. This was expected, given that cash rates sharply declined across key markets during the half.

The company said the net impact of lower interest rates was limited to around US$8 million, or just 1.5% of profit before tax, thanks to Computershare's natural hedge.

Balance sheet strength shines through

One of the key takeaways was the strength of the balance sheet.

Net debt leverage was reduced to just 0.3 times EBITDA, giving the company plenty of flexibility. That strength supported a 22.2% increase in the interim dividend to 55 cents per share, 30% franked.

The group said buying back shares would currently be tax inefficient, signalling that dividends and reinvestment remain the preferred use of capital for now.

On the operations front, Issuer Services delivered the fastest revenue growth across the group, supported by new client wins and a recovery in corporate action activity. Corporate Trust also benefited from higher client balances, while Employee Share Plans posted solid growth, driven by higher client fees and transactional revenues.

Outlook lifted for FY26

Computershare upgraded its FY26 outlook, now expecting management EPS of around 144 US cents. That implies growth of roughly 6% year-on-year, an improvement on the initial guidance provided in August.

Lower interest rates are expected to support higher client balances in the second half, while cost discipline and operating leverage continue to support margins.

Management reiterated its focus on delivering consistent earnings growth and increasing shareholder returns through the cycle.

Foolish takeaway

Despite the upgraded outlook and dividend hike, the market response has been lukewarm.

After a strong run over recent years, expectations for Computershare remain high. With margin income still under pressure and broader equity markets volatile, some investors appear to be taking a wait and see approach.

That said, the result supports Computershare's reputation as a high-quality, cash-generative business with a long-term growth track record.

The post Why Computershare shares are wobbling despite a solid half appeared first on The Motley Fool Australia.

What did Computershare report?

• Management revenue up 3.9% compared to 1H FY25
• Management EPS rose 3.9% to 72.2 US cents
• ROIC exceeded 36%
• Margin income of $372.9 million, down 5.4%
• Interim dividend lifted to 55 AU cents per share (30% franked), up 22% on last year
• Net debt leverage reduced to 0.3x

What else do investors need to know?

Computershare said revenue growth was especially strong in its Issuer Services business, with Register Maintenance revenue up more than 4%. Corporate Action revenue grew by over 12% as market activity recovered in some regions, although global M&A volumes remain below 2021 levels.

The Corporate Trust division enjoyed fee revenue growth over 12%, boosted by higher issuance volumes across structured products. Employee Share Plans also saw a 5% lift in revenue, while Assets under Administration jumped 25% year-on-year.

With a robust balance sheet and strong cash generation, the company's board opted to increase the interim dividend instead of pursuing additional share buybacks due to tax efficiency reasons.

What did Computershare management say?

Stuart Irving, CEO, said:

We are executing well on our strategic plans to deliver a simpler, higher quality Computershare that generates consistent results and enduring returns for shareholders. We have positioned the group to leverage long term growth trends and have benefitted from increased activity across all our business lines. With our natural interest rate hedge, we have delivered earnings growth again, despite a lower yield environment.

What's next for Computershare?

Following the stronger first-half performance, Computershare upgraded its full-year Management EPS guidance to around 144 cents per share, a 6% increase on the prior year. The company remains focused on operational improvements, cost control, and investing in new technologies to drive long-term growth.

Management says momentum across key business lines and improved activity levels provide a positive outlook for the second half of FY26.

Computershare share price snapshot

Over the past 12 months, Computershare shares have declined 9%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 5% over the same period.

View Original Announcement

The post Computershare lifts outlook and dividend after solid 1H26 earnings appeared first on The Motley Fool Australia.

Rising interest rate uncertainty and ongoing global tech weakness have weighed heavily on investor sentiment. At the same time, growing nerves around artificial intelligence have pushed several well-known ASX names to fresh 52-week or multi-year lows.

For patient, long-term investors, periods like this can open the door to attractive buying opportunities.

Here are 3 quality ASX shares that have been heavily sold down and now look increasingly attractive at current levels.

WiseTech Global Ltd (ASX: WTC)

WiseTech shares have been smashed over the past year, with the stock now down 8.02% today to $52.78, marking a fresh 52-week low.

Technically, the chart looks deeply oversold. The relative strength index (RSI) has slipped to 21, a level that has historically signalled capitulation selling rather than a fundamental collapse.

Importantly, nothing material has changed about WiseTech's long-term outlook.

The company remains a global leader in logistics software, with CargoWise deeply embedded across international supply chains. Recurring revenue, high customer retention, and long-term industry tailwinds remain firmly in place.

At current levels, the market appears to be pricing in a prolonged slowdown that may ultimately prove overly pessimistic.

Xero Ltd (ASX: XRO)

Xero has been one of the hardest hit large-cap tech stocks on the ASX.

The shares are down 12.95% today to $83.66, pushing the stock to a multi-year low not seen since early 2023.

The sell-off has been driven by broad tech-sector weakness and growing investor fears that artificial intelligence will disrupt traditional software models. That has seen premium-priced SaaS stocks aggressively de-rated.

From a technical standpoint, Xero looks extremely oversold, with the RSI sitting at 22 and the share price hugging the lower Bollinger Band.

Fundamentally, Xero continues to grow subscribers, expand internationally, and invest heavily in AI itself. While volatility may remain high, long-term investors may see current prices offering better value.

Computershare Ltd (ASX: CPU)

Computershare is not immune to the sell-off either.

Shares are down 4.05% to $31.54, with the stock now trading near the bottom of its 52-week range.

Unlike tech names, Computershare offers a more defensive earnings profile. Its global registry, corporate services, and employee equity plan businesses generate steady cash flows, while interest rates continue to support margin income.

Chart signals suggest the share price has broken below recent support, and momentum indicators indicate short-term oversold conditions are developing.

For investors seeking quality with lower risk exposure, Computershare may offer a lucrative entry point at current levels.

The post 3 quality ASX shares to buy after hitting a 52-week low appeared first on The Motley Fool Australia.

I regularly talk about ASX shares that I'm bullish about, such as Xero Ltd (ASX: XRO) and TechnologyOne Ltd (ASX: TNE). I still think they (and other ASX growth shares) are opportunities.

But there are a few ASX shares that could become more attractive after an RBA rate cut.

RBA rate cut beneficiaries

There are some businesses that could see an earnings increase due to how they generate earnings or with the amount of cash that they have on their balance sheet.

For example, Computershare Ltd (ASX: CPU) holds a significant amount of client cash and generates interest income from that. Any rate rises would be a very helpful boost for earnings. There are other, smaller businesses that also hold significant cash balances (for their size). But, the actual investment must make sense too, not just the fact that it holds cash.

The broker UBS recently commented in a note that ASX bank shares could benefit from a rate rise if it means stronger lending margins (with an increase in the net interest margin (NIM) metric). UBS said:

Upside risk [potential boost] to EPS with cash interest rates forecast to increase 50bps in 2026, possibly contributing to a stronger-than-anticipated NIM performance and revenue growth for major banks, exceeding consensus expectations. Core earnings may also benefit from higher-than-expected loan growth, while banks are actively managing persistent cost pressures, which are ~+6.0% on an underlying basis.

With that note, UBS upgraded National Australia Bank Ltd (ASX: NAB), Macquarie Group Ltd (ASX: MQG), and Bank of Queensland Ltd (ASX: BOQ) to a buy. NAB is the only major ASX bank share that UBS rates as a buy, with the next major bank choice being Westpac Banking Corp (ASX: WBC) with a neutral rating.

Businesses with debt and ASX retail shares

I'm not expecting history to repeat itself exactly, but it wouldn't be a surprise if certain rate-sensitive businesses suffer a share price decline because it could hurt profitability. I like to take advantage of declines in businesses like this, thanks to the lower valuation and the potential for a bounce back.

For example, real estate investment trusts (REITs) may suffer because of the increase in interest costs (and the headwind for real estate values). I'd be looking at names like Charter Hall Long WALE REIT (ASX: CLW), Centuria Industrial REIT (ASX: CIP), and Rural Funds Group (ASX: RFF).

I'll also keep an eye on a number of ASX retail shares – if they decline due to consumer worries, they could be particularly good cyclical opportunities to buy for the long term. I'm thinking of names like Temple & Webster Group Ltd (ASX: TPW), Lovisa Holdings Ltd (ASX: LOV), Wesfarmers Ltd (ASX: WES), and Nick Scali Ltd (ASX: NCK).

Volatility can prove to be a positive for investors to take advantage of, so if there is market negativity, then I'll be ready. But it's possible there may not be any declines at all.

The post Where I'd invest in ASX shares if the RBA increases the interest rate appeared first on The Motley Fool Australia.

Three ASX shares that brokers have named as buys this week are listed below. Here's why their analysts are feeling bullish on them right now:

Computershare Ltd (ASX: CPU)

According to a note out of Citi, its analysts have upgraded this share registry company's shares to a buy rating with a trimmed price target of $39.60. The broker believes that recent share price weakness means that the risk is now skewed to the upside for investors. Especially given its belief that increased mergers and acquisitions, initial public offerings, and debt issuance activity could offset softer margin income. And while it has trimmed its earnings per share forecasts to reflect interest rate cuts, it sees plenty of value on offer with its shares at current levels. The Computershare share price is trading at $34.40 on Wednesday afternoon.

EBR Systems Inc (ASX: EBR)

A note out of Morgans reveals that its analysts have retained their buy rating on this medical device company's shares with an improved price target of $2.95. Morgans highlights that EBR Systems delivered a clear step-up in commercial execution during the fourth quarter. This includes volumes doubling quarter on quarter and revenue coming in materially ahead of expectations. It believes this confirms an accelerating physician uptake. In addition, the broker views clinical momentum with the WiSE-UP post-approval study and the TLC-AU feasibility study as supporting longer-term adoption and label expansion. So much so, its updated total addressable market has increased by 60% to US$5.8 billion, giving the company a materially larger opportunity. This is being underpinned by growth in leadless pacing and de novo CRT applications. The EBR Systems share price is fetching $1.11 at the time of writing.

Mineral Resources Ltd (ASX: MIN)

Analysts at Bell Potter have retained their buy rating on this mining and mining services company's shares with an increased price target of $68.00. Looking ahead to its quarterly update, the broker is expecting a small decline in iron ore production, slightly higher costs, and steady lithium production. However, due to significantly better than expected commodity prices, the broker has boosted its earnings estimates and valuation materially. In addition, it highlights that Mineral Resources is positioned to benefit from a recovery in lithium markets, with around 338ktpa of offline spodumene production capacity. The Mineral Resources share price is trading at $60.44 today.

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

A struggling company can easily be oversold, offering attractive entry points for savvy investors. 

Here are three ASX shares trading close to 52-week lows. 

Computershare Ltd (ASX: CPU)

Computershare closed yesterday at $34.03, while this is slightly ahead of its 52-week low, it is still 20% below its share price last February. 

It is an Australian financial administration company offering global services in corporate trusts, stock transfers, and employee share plans.

On a consumer level, you might be familiar with Computershare's online portal to manage investments such as shares, dividends, and shareholder communications.

The decline in share price likely reflects broader investing headwinds.

However, after a 20% decline, it may be sitting at a relative discount considering its steady execution of FY26 guidance.

While this isn't a stock likely to explode overnight, analysts have an average price target just under $37. 

This indicates an upside of more than 8.6% from current levels. 

Audinate Group Ltd (ASX: AD8)

Audinate Group was one of the many ASX technology shares that endured a tough 2025.

In fact, the Information Technology (ASX: XIJ) index fell more than 20%. 

It was an even worse performance from Audinate Group, which is down 60% from its 52 week highs last February. 

It is an Australian technology company that develops and sells digital audio-visual (AV) networking solutions, primarily through its Dante platform, which is widely used in professional audio and AV systems around the world

Investor sentiment soured on these ASX shares after weaker-than-expected financial performance, lowered growth prospects, and cautious outlooks from analysts. 

However after falling significantly, it could be a buy-low target. 

It now sits below estimates from analysts. 

TradingView has an average price target of $7.54. 

This indicates 70% upside from yesterday's closing price of $4.14. 

Premier Investments Ltd (ASX: PMV)

Premier Investments is an Australian company that owns and operates specialty retail brands, consumer products, and wholesale businesses.

Retail fashion brands that exist under its umbrella include Peter Alexander and Smiggle.

Its share price has fallen more than 46% over the last year as it now sits at a 52 week low. 

Recently, Macquarie reduced its 12-month price target on Premier Investments from $20.80 to $16.20 per share.

This came after a trading update revealed weaker discretionary spending in 1H FY26.

Even taking into account the reduced price target, this price target suggests 20.71% upside.

The post Bargain hunting – these ASX shares are trading near 52-week lows appeared first on The Motley Fool Australia.

It's always fun to focus on the winners. However looking at traditionally strong sectors that underperformed this year can help reveal future opportunities. 

One way to target these sectors is by looking at ASX ETFs that track these indexes or themes. 

Here are three ASX ETFs that have historically performed well, however underperformed this year. Could they bounce back in 2026?

BetaShares S&P/ASX 200 Financials Sector ETF (ASX: QFN)

This ASX ETF aims to track the performance of the S&P/ASX All Technology Index (before fees and expenses). 

The Index provides exposure to leading ASX-listed companies in a range of tech-related market segments such as information technology, consumer electronics, online retail and medical technology.

The fund has returned almost 14% per annum (after fees) since launching in 2020. 

Since its inception, it is up more than 80%. 

However in 2025 it is down 12.6%. 

It's no surprise this fund has struggled, as its largest exposure is to WiseTech Global Ltd (ASX: WTC), Computershare Ltd (ASX: CPU), and Xero Ltd (ASX: XRO). 

However these technology companies have all been tipped to rebound next year, making this ASX ETF a tempting buy-low option. 

Vanguard Australian Property Securities Index ETF (ASX: VAP)

This fund seeks to track the return of the S&P/ASX 300 A-REIT Index. 

This fund offers a diversified blend of Australian real estate investment trusts (A-REITs) with residential, office, retail, and industrial assets.

It is made up of 31 holdings, with its largest allocation being to Goodman Group (ASX: GMG) which makes up roughly 33% of the fund. 

In 2025 the fund has risen by a modest 2.2%. 

It has dropped almost 8% since late October. 

However since its inception in 2010, it has returned approximately 10% per annum.

BetaShares FTSE RAFI U.S. 1000 ETF (ASX: QUS)

This fund provides exposure to 500 leading listed US companies, with each holding in the index weighted equally. 

This ASX ETF rose just 1.9% in 2025 despite the S&P 500 Index (SP: .INX) rising almost 17% in the same span. 

It appears that this fund's equal weight method worked against it this year. 

However, according to Betashares, it has generated annualised returns of 13.29% over the past 5 years.

Therefore, it could be another candidate to rebound next year. 

The post Could these ASX ETFs be set for a rebound in 2026? appeared first on The Motley Fool Australia.

In the past 6 months Computershare shares have lost 16% of their value to $33.93 at the time of writing and they're 21.5% down from their year-high in February.

In 2025 the Computershare stock dropped 0.06%. To put it in context, the S&P/ASX 200 Index (ASX:XJO) rose 3.4% in the past 12 months.

Now for the big question, is the sell-off a buying opportunity or a structural stumble?

Trillion-dollar ledger keeper

First let's have a look at what the Melbourne based company does. At its core, Computershare is the behind-the-scenes backbone of the stock market. It manages share registries and related financial services for corporations around the world.

The $20 billion ASX company is essentially the global ledger keeper for trillions of dollars in financial assets, earning fees from corporate clients and transaction activity.

Computershare's strengths are its scale, high switching costs, recurring fee base and wide moat in registry services. It's the biggest player globally in what's essentially a niche oligopoly.

Squeezed margins, fewer mergers

But it's not without challenges. Computershare is heavily tied to the ebbs and flows of financial markets and interest rates, competitors and tech disruption.

Some analysts question how much further earnings can grow if margins are squeezed. Margin income is particularly vulnerable as rates ease, and slower merger and acquisitions activity can dampen high-margin transaction fees.

The flight of the shares

In most of 2025, Computershare shares looked like a classic compounder. The solid growth in recurring fee revenue, combined with share buybacks and a healthy dividend, propelled the stock higher.

But the market is telling a different story now with the Computershare shares in a steady decline. Some of this weakness reflects broader market headwinds.

Cautious sentiment crept into financial stocks as trading volumes in corporate actions softened and interest-rate uncertainty weighed on margin income.

What next for Computershare shares?

The broker community's views are mixed. Some upgrades have crept in, highlighting reasonable FY26 guidance and resilient revenue drivers.

However, price targets have been trimmed or flagged as full, suggesting limited near-term upside. On the other hand, strong FY25 results and a solid balance sheet hint that the business fundamentals remain intact.

The most positive analyst forecast has set a maximum 12-month price target of $41.08, which points to a 21% upside. However, most brokers are more conservative with an average 10% gain and a price target of $37.36 for the next 52 weeks.

The post Are Computershare shares a buy after reaching new lows? appeared first on The Motley Fool Australia.

But finding ASX dividend shares which have grown their dividends consistently over a long period of time is harder than you'd think.

The Aussie sharemarket doesn't have many "long-timers", but the few that do exist have proven they can keep paying, and increasing, their dividends even amid market crashes, covid-incuded recessions and sharemarket lulls. 

Here are 5 ASX dividend shares with over 20 years of growth.

Washington H. Soul Pattinson and Co Ltd (ASX: SOL)

Soul Patts is Australian dividend royalty. The company has increased its annual ordinary dividend every year since 1998, which is the longest-running record of dividend growth on the ASX. That's 27 years of consecutive dividend growth. 

The diversified Australian investment house pays its fully-franked dividends twice per year and has offered a consistent yield of 2.3% to 2.4% since 2016. In FY25, it paid a total $1.03 per share, 100% fully franked. 

APA Group (ASX: APA)

Energy infrastructure group APA is a quiet achiever when it comes to passive income. The gas and energy infrastructure pipeline owner and operator also hiked its out semi-annual dividends consistently for over 20 years. Its yield is usually much higher than the wider market, too, which makes it an appealing option for investors seeking an ongoing passive income.

In FY25, the company increased its annual dividend distribution by 1.8% to 57 cents per security. Dividend growth is never guaranteed to continue, but it looks like increases are likely for FY26 and beyond.  

Computershare Ltd (ASX: CPU)

Computershare has a history of paying consistent dividends to its shareholders and has not lowered its dividend payment for 25 years. The difference is that unlike Sol Patts and APA, there have been some years where Computershare has kept its dividend payment stable, meaning that while overall its dividends have generally been rising, there hasn't been a strict 20+ number of year-on-year increases.

For FY25, the ASX dividend share has paid out a final dividend of 48 cents per share, and its total FY25 dividend was 93 cents, up 14.3%.

Sonic Healthcare (ASX: SHL)

In terms of the dividend, Sonic has grown its payout in most (not all) years over the past 30 years. There were a few years between 2010 and 2012 where the Aussie passive income stock maintained its dividend at 59 cents, although they've increased each year ever since.

The company paid a total total dividend of $1.07 per share in FY25, a 1% increase from FY24. This consisted of a 44-cent interim dividend paid in March 2025 and a 63-cent final dividend paid in September 2025. 

The post $5,000 to invest? Consider 4 no-brainer ASX dividend shares with over 20 years of growth appeared first on The Motley Fool Australia.

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What did Computershare report in FY25?

• Management revenue up 4.4% to $3.1 billion (USD)
• Management EBIT excluding margin income rose 17.4% to $411.9 million
• Management earnings per share (EPS) up 15% to 135.1 cents per share
• Total dividend per share up 13.4% to 93 cents (AUD, unfranked)
• Return on invested capital increased by 50 basis points to 35.8%
• AU$750 million share buyback completed in FY25

What else do investors need to know?

Computershare reported revenue and EBIT growth across all three core businesses—Issuer Services, Corporate Trust, and Employee Share Plans. The company also highlighted improving cash flow conversion and a low leverage ratio, which boosts its ability to invest in growth and reward shareholders.

During the year, Computershare completed the sale of its UK Mortgage Services business and announced plans to repay $200 million in USPP debt in November 2025. The business remains focused on investing in technology and innovation, with capex staying low relative to revenue.

What did Computershare management say?

Stuart Irving, Chief Executive Officer and President said:

Our high-quality, capital-light business continues to deliver long-term growth through cycles, and our strong balance sheet provides scope for further innovation and shareholder returns.

What's next for Computershare?

Looking ahead, management affirmed FY26 guidance for management EPS to rise by around 4% to approximately 140 cents per share. The company expects core fees and event-driven income to trend above expectations, with improving activity in corporate actions and debt issuance.

Computershare plans to focus on completing acquisition integrations and pursuing new acquisition targets in its core verticals. The dividend payout is under review, given Australian tax limitations on future share buybacks.

Computershare share price snapshot

Computershare shares have climbed 20% over the past 12 months, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post Computershare holds AGM after a strong FY25 appeared first on The Motley Fool Australia.

Due to their intangible nature, technology companies don't have to pay certain costs that physical product businesses do such as stores, warehouses, shipping and so on.

When a business has an incredibly high profit margin, a lot of the new revenue can instantly translate into gross profit, operating profit (EBITDA) and net profit. That's why the following two ASX tech share investments are so appealing.

Airtasker Ltd (ASX: ART)

Airtasker provides a platform that allows someone who needs a job done to advertise it, and then individuals and businesses (taskers) can offer to do the work.

There is a huge array of services available such as accounting, beauticians, various trades, building and construction services, car service, carpet cleaning, pet care, various types of lessons, florist, removalist, furniture assembly, garden and many more.

The business has a gross profit margin of more than 90%, so revenue growth is extremely profitable for the business. In FY25, Airtasker marketplace revenue grew 18.3% year-over-year, and its Australia marketplaces generated $15.2 million of cash flow after covering global head office expenses.

It's also exciting to see that the company is making progress in the international markets of the UK and US. While these are still small markets for Airtasker, they're growing at a fast pace – in FY25, UK revenue rose 111% and US revenue surged 422%.

Airtasker Australia is expecting to deliver solid double-digit revenue growth in FY26, with an acceleration of the growth trajectory in the US and UK, which bodes well for the ASX tech share.

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

The larger ASX tech shares are mostly trading at high prices, reflecting the market's belief in their growth potential.

It may be tricky to know which one of them to invest in, so why not invest in an exchange-traded fund (ETF) that allows us to invest in them all at once?

The ATEC ETF is invested in a total of 45 names, including Computershare Ltd (ASX: CPU), Xero Ltd (ASX: XRO), Pro Medicus Ltd (ASX: PME), CAR Group Ltd (ASX: CAR), WiseTech Global Ltd (ASX: WTC) and Life360 Inc (ASX: 360).

While all of the businesses are under the umbrella of 'technology', they provide very different services, giving investors diversification.

Past performance is not a guarantee of future performance, but the ATEC ETF has returned an average of 17.25% per year since inception in March 2020. I'm not expecting the next five years to be as strong, but things are looking positive for the fund as the businesses collectively continue growing.

The post Investors should put these 2 top ASX tech shares on the watchlist appeared first on The Motley Fool Australia.

It is an Australian financial administration company offering global services in corporate trusts, stock transfers, and employee share plans.

At COB yesterday, the industrials stock was up 47.61% over the last 12 months. 

For context, the S&P/ASX 200 Industrials (ASX:XNJ) is up approximately 16% in the same period. 

Yesterday, Macquarie released a new report with analysis on Computershare shares. 

Lets see what the broker had to say. 

Trimmed forecast for Computershare

Macquarie has trimmed its EPS forecasts and cut its 12-month target price for Computershare to A$36.00 (from A$37.50) as softer forward rate curves weigh on margin income, though guidance remains broadly intact. 

Macquarie said over the last 2 years, CPU has traded at a ~10% discount to the ASX100 on a 2-yr forward P/E on average, compared with a 2-yr fwd ASX100 multiple of 18.4x.

The broker now has a "neutral" rating on Computershare.

Earnings sensitivity to bond yields remains high, with each 25bps shift impacting group EPS by ~1.8%.

At current levels we believe CPU's valuation is fair. We await the trading update with the AGM on 13 Nov '25 for confirmation that equity and debt market volumes are improving before becoming more bullish on the stock.

We cut our 12-month price target 4% to A$36.00 from A$37.50 based on a blended DCF/PER methodology reflecting EPS downgrades.

What does the target price change imply?

Computershare shares closed yesterday at $36.80. Based on Macquarie's updated price target, the broker expects the stock price to fall approximately 2%. 

Investors who have benefited from the 47% rise in the last 12 months couldn't be blamed for selling and taking profits. 

Macquarie said key near-term risks include continued volatility in interest rates and forward curves, potential setbacks in achieving cost reductions, and the possibility of elevated CPI persisting longer than expected.

In fact, last month Computershare shares were listed as a "sell" candidate from Medallion Financial Group's Stuart Bromley. 

He said there isn't a catalyst that will generate meaningful growth in the short term.

Elsewhere, Bell Potter has a "hold" recommendation and target price of $39.08. This indicates a further 8% upside. 

Those planning to hold the stock should be monitoring the annual general meeting on 13 November.

The post Up 47% in a year, does Macquarie rate Computershare shares a buy, hold or sell? appeared first on The Motley Fool Australia.