With that in mind, let's take a look at three shares that analysts are tipping as sells this week, courtesy of The Bull.

Here's what you need to know about them:

Centuria Industrial REIT (ASX: CIP)

The team at Investor Pulse is recommending this industrial property company's shares as a sell this week.

It has concerns about industrial rent growth and the impact of rising interest rates. It said:

As the largest pure play industrial fund in Australia with a portfolio of 85 high quality assets, the trust has delivered solid growth, including a 40 megawatt data centre expansion. Yet the market is increasingly wary about industrial rent growth amid a cooling economy. A potentially looming supply issue may peak in mid calendar year 2026, which could challenge historically low vacancy rates in urban markets.

Rising interest rates on debt is another concern for a company with a $3.9 billion portfolio. Although the portfolio maintains an occupancy rate of 95.7 per cent and a weighted average lease expiry of 7.1 years, broader economic headwinds remain.

DigiCo Infrastructure REIT (ASX: DGT)

Over at Morgans, its analysts have named data centre operator DigiCo Infrastructure as a sell.

Although the broker acknowledges that data centre demand is positive, it is waiting for management to deliver before becoming positive. This is especially the case given its poor first-half performance. Morgans said:

DGT is a data centre real estate investment trust. This developer operates across Australia and North America. The REIT requires significant capital expenditure to expand in an already competitive environment. The company's first half result in fiscal year 2026 and its profit forecasts for the full year fell short of investor expectations.

While the outlook in the data centre space has incrementally improved, management will need to deliver before there is meaningful conviction in the business. Shares in DGT were priced at $5 in the initial public offering prior to listing on the ASX on December 13, 2024. The shares were trading at $1.89 on April 2, 2026.

Endeavour Group Ltd (ASX: EDV)

Investor Pulse is also recommending investors sell this drinks giant's shares.

After a tough first half, it is concerned that there could still be worse to come. This could mean analysts are forced to lower their earnings estimates in the coming months. It said:

Endeavour operates liquor outlets, hotels and gaming facilities. In our view, key concerns emerged in its first half result in fiscal year 2026. Underlying group earnings before interest and tax of $563 million fell 5.4 per cent despite a 0.9 per cent increase in group sales to $6.7 billion.

While the hotels segment generated a 4.4 per cent increase in sales, the retail division, comprising Dan Murphy's and BWS, posted a 11.6 per cent decline in underlying EBIT. Statutory net profit after tax fell 17.1 per cent to $247 million, impacted by $45 million in significant items. Downward revisions in consensus earnings per share suggest the bottom may not have been reached at this point.

The post Experts name 3 ASX shares to sell appeared first on The Motley Fool Australia.

At the close, 291 of the 500 ASX All Ords shares had fallen throughout the day, with several hitting new 52-week lows.

Are these stocks a buying opportunity?

Let's defer to the experts.

Endeavour Group Ltd (ASX: EDV)

The Endeavour share price fell to a 52-week low of $3.36 on Thursday.

Endeavour shares have tumbled 12% over the past 12 months.

After reviewing Endeavour's 1H FY26 report, Morgans maintained a hold rating on this ASX consumer staples share.

However, the broker reduced its 12-month price target slightly from $3.70 to $3.65.

Morgans said:

While EDV continues to work on its refreshed strategy with further details to be provided at an investor day on 27 May, management confirmed that the combined Retail and Hotels portfolio will be retained.

Management also noted that they will continue investing in Dan Murphy's to restore its price leadership, while accelerating hotel renewals and electronic gaming machine (EGM) replacements.

Objective Corporation Ltd (ASX: OCL)

The Objective Corporation share price fell to a 52-week low of $11.67 today.

The ASX tech share is down 22% over the past year.

Morgans recently changed its rating from accumulate to buy but lowered its 12-month target from $20 to $16.70.

The broker commented:

We see tailwinds remaining supportive of OCL's long-term growth momentum.

Treasury Wine Estates Ltd (ASX: TWE)

This ASX wine share fell to a multi-year low of $3.34 on Thursday.

Treasury Wine Estates has lost two-thirds of its market capitalisation over the past year.

This week, Jefferies retained its hold rating on Treasury Wine shares and lowered its target from $5 to $4.

Dexus Industria REIT (ASX: DXI)

This real estate investment trust (REIT) fell to a 52-week low of $2.32 on Thursday.

The Dexus Industria REIT share price has declined 14% over the past year.

Bell Potter has a buy rating on Dexus Industria stock with a share price target of $3.

Nuix Ltd (ASX: NXL)

The Nuix share price fell to a 52-week low of $1.24 today.

This ASX tech share has crumbled 62% over the past 12 months.

Morgan Stanley has a buy rating on Nuix shares with a 12-month target of $3.75.

DigiCo Infrastructure REIT (ASX: DGT)

DigiCo shares fell to a 52-week low of $1.67 on Thursday.

The DigiCo Infrastructure REIT share price has halved over 12 months.

This week, Morgans reiterated its buy rating but slashed its price target from $4.15 to $2.70.

The post 6 ASX shares at 52-week lows: Buy, hold, or sell? appeared first on The Motley Fool Australia.

For example, the two shares in this article could more than double in value from current levels according to the broker.

Let's see what it is recommending this month:

DigiCo Infrastructure REIT (ASX: DGT)

This data centre operator could be seriously undervalued according to the broker.

It highlights that its shares are trading at a deep discount to the net asset value (NAV) despite having high-quality and scarce assets.

Morgans has a buy rating and $4.15 price target on its shares. Based on its current share price of $1.83, this implies potential upside of 125% for investors over the next 12 months. It said:

DGT continues to trade at a c.50% discount to NAV of A$4.62/security, yet that NAV does not yet reflect the full value of the 88MW SYD1 expansion, which management estimates will deliver a further c.A$1.50/security of NAV uplift at a targeted 15% yield on cost. The core thesis rests on three pillars.

First, SYD1 is a genuinely scarce asset, a Tier 1 CBD carrier hotel with secured power and full planning approval operating in a structurally undersupplied market with a 200MW+ qualified demand pipeline. Second, the business has demonstrated operating momentum, yet cash earnings are yet to materialise. Third, Australian capital partnering at or above book value would be a significant valuation catalyst. Acknowledging the share price weakness, we continue to see the opportunity in DGT, retaining our Buy rating with a $4.15/sh price target.

Pro Medicus Ltd (ASX: PME)

Another ASX 200 share that could be dirt cheap according to the broker is health imaging technology company Pro Medicus.

While it was a touch disappointed with its first-half performance, it remains very positive and feels that recent share price weakness has been overdone.

Morgans has a buy rating and $275.00 price target on Pro Medicus' shares. Based on its current share price of $123.48, this implies potential upside of more than 120%. It commented:

PME delivered record revenue and underlying EBIT up ~30% YoY, yet the result fell short of expectations on operating leverage with a jump in staff costs driving an EBITDA miss as Trinity contributed less than anticipated. The longer-term outlook strengthened with more than A$280m of new contracts signed and five-year contracted revenue now around A$1.1bn, though the market remains wary of a heavy 2H execution load and cost base increase.

It is not ideal to deliver a miss in this market, but the reaction feels overcooked and the setup into 2H is far better than the share price implies. Our valuation is reduced to A$275 (from A$290) and we retain our Buy recommendation.

The post Morgans says these ASX 200 shares could rise 120% appeared first on The Motley Fool Australia.

After a brief dip into negative territory this morning, the ASX 200 spent the rest of the day in the green, closing up 0.31%. That leaves the index at 8,640.6 points.

The optimism that we saw on the local markets this Wednesday followed a similarly optimistic morning on the American markets.

The Dow Jones Industrial Average Index (DJX: .DJI) fared decently, gaining a timid 0.1%

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was more decisive though, rising 0.47%.

But let's get back to the Australian markets now and check out what was happening amongst the different ASX sectors this session.

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

After bouncing around quite a bit in red territory this session, the ASX 200 ended up closing 0.39% lower by the time trading wrapped up today. That leaves the index at 8,583.4 points.

This rather gloomy start to the Australian trading week follows a similarly bearish end to the American trading week on Saturday morning (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) gave up an early lead to finish down 0.26%.

Meanwhile, the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was hit even harder, falling 0.93%.

But let's get back to this week and the local markets now for a checkup on how today's tough trading conditions affected the different ASX sectors this session.

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

Catapult Sports Ltd (ASX: CAT), EBOS Group Ltd (ASX: EBO), and DigiCo Infrastructure REIT (ASX: DGT) slid between roughly 4.3% and 11% after it was announced they will be removed from the S&P/ASX 200 Index (ASX: XJO) later this month.

Index removals can trigger selling pressure as exchange-traded funds and index funds that track the benchmark are forced to offload the stocks. While the move doesn't change the underlying businesses, it can still create short-term volatility.

Here's a closer look at the 3 affected ASX shares.

Catapult Sports: Struggle to deliver consistent profits

This ASX share has lost 51% of its value over 6 months to just $1 billion. Catapult develops performance analytics technology used by professional sports teams around the world. Its wearable tracking devices and video analysis software are widely used across leagues such as the NFL, NBA, and English Premier League.

Catapult operates in a niche but rapidly growing market. As professional sports become increasingly data-driven, demand for performance analytics continues to expand.

The company also benefits from a recurring software revenue model. Subscription income from teams using its analytics platforms helps provide more predictable revenue compared with traditional hardware businesses.

Despite its growth potential, Catapult has historically struggled to consistently deliver strong profits. Investors remain sensitive to execution risk as the company balances growth investments with improving margins.

Another risk is its relatively small size compared with many ASX 200 companies. Smaller technology firms can experience larger share price swings, particularly when sentiment toward growth stocks weakens.

Ebos Group: Defensive business, thin margins

Ebos Group is one of the largest healthcare and pharmaceutical distributors across Australia and New Zealand. The ASX share also owns a growing portfolio of animal care and healthcare brands.

Ebos operates in a defensive sector. Demand for pharmaceuticals, medical supplies, and healthcare services tends to remain relatively stable regardless of broader economic conditions.

The company has also grown significantly through acquisitions, building a diversified healthcare distribution network and expanding its product portfolio across both human and animal health markets.

Strong cash flow generation has helped support consistent dividends, making the stock popular with income-focused investors.

Despite its defensive positioning, Ebos operates on relatively thin margins typical of the distribution sector. Rising costs or pricing pressure from suppliers could impact profitability.

The $3.8 billion ASX share has tumbled 31% in the past 6 months and 22% so far in 2026.

DigiCo Infrastructure REIT: Focus on data centre capacity

DigiCo Infrastructure REIT is a relatively new ASX share and focuses on digital infrastructure assets. It particularly targets data centres that support cloud computing and growing data demand.

Digital infrastructure has become a critical part of the global economy. Rapid growth in cloud services, artificial intelligence, and data storage is driving strong long-term demand for data centre capacity.

As a newer listing, DigiCo has a shorter track record compared with many established ASX infrastructure companies. That can make it harder for investors to assess long-term performance.

Since being listed in December 2024, the ASX share has dropped steadily with 64% to $1.81. DigiCo's market capitalisation has been reduced to just $1 billion.

Foolish Takeaway

Being removed from the ASX 200 Index can create short-term selling pressure, but it doesn't necessarily change a company's long-term prospects.

For investors willing to look beyond the index reshuffle, Catapult Sports, Ebos Group, and DigiCo Infrastructure REIT may still be worth watching closely.

The post 3 ASX shares slide after being cut from the ASX 200 appeared first on The Motley Fool Australia.

Four ASX shares that are falling more than most today are listed below. Here's why they are dropping:

Catapult Sports Ltd (ASX: CAT)

The Catapult Sports share price is down 11% to $3.53. Investors have been selling this sports technology company's shares after it was kicked out of the ASX 200 index at the quarterly rebalance. Also leaving the benchmark index are DigiCo Infrastructure REIT (ASX: DGT) and EBOS Group Ltd (ASX: EBO). They will be replaced by gold miner Predictive Discovery Ltd (ASX: PDI), engineering services company SRG Global Ltd (ASX: SRG), and lithium developer Vulcan Energy Resources Ltd (ASX: VUL).

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price is down 4% to $165.50. This banking giant and the rest of the big four banks have been caught up in the market selloff on Monday. It is possible that investors are concerned that the spike in oil prices could cause inflation to jump. This could force the Reserve Bank of Australia to increase interest rates higher than expected, which would put pressure on mortgage holders.

Dyno Nobel Ltd (ASX: DNL)

The Dyno Nobel share price is down over 11% to $3.00. This morning, this explosives company announced a binding agreement for the sale of Phosphate Hill to a subsidiary of Mayfair Australia Corporation for just a single dollar. However, up to $100 million will be payable to Dyno Nobel subject to certain conditions and meeting certain performance hurdles. Dyno Nobel's CEO, Mauro Neves, said: "The sale of Phosphate Hill to Mayfair is an important milestone that concludes our separation from the Fertilisers business. This transaction delivers the certainty that we have been working towards and allows us to fully focus on our future as a global explosives leader."

Qantas Airways Ltd (ASX: QAN)

The Qantas Airways share price is down 5.8% to $8.40. Investors have been selling the airline operator's shares on Monday in response to surging oil prices. Given that fuel is the company's largest operating expense, a significant rise could have a major impact on its profits in the near term. So much so, if things remain the same way, it is quite likely that analysts will start downgrading their earnings estimates for Qantas.

The post Why Catapult Sports, CBA, Dyno Nobel, and Qantas shares are sinking today appeared first on The Motley Fool Australia.

As we approach the end of the first quarter, the index provider has just revealed the changes that it will be making to the ASX 200 index effective prior to the open of trading on Monday 23 March.

This has seen three ASX 200 shares dumped from the benchmark index.

Which ASX 200 shares are being dumped?

According to the release, sports technology company Catapult Sports Ltd (ASX: CAT), data centre operator DigiCo Infrastructure REIT (ASX: DGT), and pharmacy wholesaler EBOS Group Ltd (ASX: EBO) are leaving the ASX 200 index later this month.

They are being kicked out after their share prices dropped to a level that took them below the threshold required to remain in the index.

Catapult shares are down almost 40% over the past six months, giving the company a market capitalisation of $1.23 billion.

DigiCo Infrastructure REIT shares are down 50% since this time last year, dragging its market capitalisation to $1.12 billion.

Finally, New Zealand-based EBOS' shares are down almost 44% over the past 12 months. However, its exit could be more due to relative liquidity (tradability), rather than market capitalisation.

Which shares are joining the index?

S&P Dow Jones Indices has named gold miner Predictive Discovery Ltd (ASX: PDI), engineering and construction services provider SRG Global Ltd (ASX: SRG), and lithium developer Vulcan Energy Resources Ltd (ASX: VUL) as their replacements.

Predictive Discovery shares are up 185% over the past 12 months, lifting its market capitalisation to $2.41 billion.

SRG Global's shares have risen by 120%, giving it a market capitalisation of $1.7 billion.

Finally, Vulcan Energy Resources shares are only up 11% since this time last year but have a market capitalisation of $1.73 billion and a much stronger balance sheet than a year ago.

What other changes are being made?

Northern Star Resources Ltd (ASX: NST) shares are joining the exclusive ASX 20 index in place of Santos Ltd (ASX: STO).

Light & Wonder Inc (ASX: LNW) and PLS Group Ltd (ASX: PLS) are joining the ASX 50 index, with TechnologyOne Ltd (ASX: TNE) and Seek Ltd (ASX: SEK) heading out.

Lastly, gold miners Greatland Resources Ltd (ASX: GGP), Regis Resources Ltd (ASX: RRL), and Westgold Resources Ltd (ASX: WGX) are being added to the ASX 100 index. They are replacing Lendlease Group (ASX: LLC), Netwealth Group Ltd (ASX: NWL), and Pinnacle Investment Management Group Ltd (ASX: PNI).

The post 3 shares dumped from the ASX 200 index (and 3 new additions) appeared first on The Motley Fool Australia.

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

ASX 200 expected to sink

The Australian share market looks set for a disappointing start to the week following declines on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 156 points or 1.75% lower. In the United States, the Dow Jones was down 0.95%, the S&P 500 dropped 1.3%, and the Nasdaq tumbled 1.6%.

Oil prices surge

It could be a very positive start to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices surged on Friday night. According to Bloomberg, the WTI crude oil price was up 12.2% to US$90.90 a barrel and the Brent crude oil price was up 8.5% to US$92.69 a barrel. This meant that oil futures rallied 35% for the week, which is the biggest gain in futures trading history.

ASX 200 shares going ex-div

A couple of ASX 200 shares are going ex-dividend this morning and could trade lower. These are entertainment giant Nine Entertainment Co Holdings Ltd (ASX: NEC) and private hospital operator Ramsay Health Care Ltd (ASX: RHC). The latter will be paying its shareholders a fully franked 42.5 cents per share interim dividend later this month on 26 March.

Gold price rises

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a good start to the week after the gold price pushed higher on Friday night. According to CNBC, the gold futures price was up 1.6% to US$5,158.7 an ounce. The precious metal rose after US economic data wasn't supportive of rate hikes.

ASX 200 rebalance

S&P Dow Jones Indices has announced changes in the S&P/ASX Indices, effective prior to the open of trade on March 23 following its quarterly review. Catapult Sports Ltd (ASX: CAT), DigiCo Infrastructure REIT (ASX: DGT), and EBOS Group Ltd (ASX: EBO) shares are being dumped from the index. Replacing them will be Predictive Discovery Ltd (ASX: PDI), SRG Global Ltd (ASX: SRG), and Vulcan Energy Resources Ltd (ASX: VUL).

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

The ASX All Ords hit an all-time high of 9,436.2 points on Friday, the final day of earnings season, and fell 0.13% yesterday.

Today, the market is substantially lower as investors continue to weigh how the US and Israel attack on Iran will affect world order.

Energy is the only sector in the green today as oil and gas prices continue to climb on expectations of disrupted global supply.

Meanwhile, three ASX All Ords shares have hit 52-week lows today.

Are they a buying opportunity, or is it best to steer clear?

Let's defer to the experts.

4 ASX All Ords shares slumping to 52-week lows

HMC Capital Ltd (ASX: HMC)

This ASX All Ords financial share fell to a 52-week low of $2.54 on Tuesday.

That's a 72% deterioration over 12 months, but Morgans sees the upside.

The broker retained its buy rating on HMC Capital shares after reviewing the company's 1H FY26 report.

In a note, Morgans commented:

We still see value in HMC, with our market-to-market NTA at c.$2.30 per share, or c.$3.00 when we factor in our valuation for the listed co-investments (HDN, HCW, DGT), while the c.$60m of recurring funds management EBITDA adds additional value.

Morgans lowered its 12-month price target from $4.85 to $4.45.

Healius Ltd (ASX: HLS)

The Healius share price tumbled to a 52-week trough of 66 cents today.

This ASX All Ords healthcare share has halved in value over the past 12 months.

Morgans reiterated its hold rating after reviewing the pathology services provider's 1H FY26 report.

The broker commented:

While management maintained FY26 earnings in line with consensus and operational discipline is improving, sustainable earnings leverage remains an open question and dependent on execution.

The broker gives the ASX All Ords healthcare share a 12-month target of 80 cents.

DigiCo Infrastructure REIT (ASX: DGT)

This ASX All Ords real estate investment trust (REIT) fell to a 52-week low of $1.93 on Tuesday.

The data centre specialist has lost more than 55% of its value over the past year.

Morgans is optimistic, however, after going over the company's 1H FY26 results.

The broker commented:

DGT continues to trade at a c.50% discount to NAV of A$4.62/security, yet that NAV does not yet reflect the full value of the 88MW SYD1 expansion, which management estimates will deliver a further c.A$1.50/security of NAV uplift at a targeted 15% yield on cost.

Acknowledging the share price weakness, we continue to see the opportunity in DGT, retaining our Buy rating with a $4.15/sh price target.

Beacon Lighting Group Ltd (ASX: BLX)

This ASX All Ords consumer discretionary share reached a 52-week low of $2.02 today.

That's a 41% fall over 12 months.

However, Morgans upgraded Beacon Lighting from accumulate to buy on the back of its 1H FY26 report.

The broker commented:

BLX 1H26 result was weaker than expected, driven by softer sales in both retail and trade, which has tempered expectations of a meaningful recovery in the 2H.

Whilst earnings recovery is likely longer dated, we see long-term opportunity in trade, store network growth, and margin expansion as the cycle turns.

The broker lowered its share price target from $3.80 to $3.20.

The post 4 ASX All Ords shares at 52-week lows. Should you buy? appeared first on The Motley Fool Australia.

To narrow things down, let's take a look at three that analysts at Morgans have just given their verdict on.

Is it bullish or bearish? Here's what the broker is saying:

DigiCo Infrastructure REIT (ASX: DGT)

This data centre investment company's shares could be dirt cheap according to Morgans. It notes that its shares are trading at a 50% discount to its net asset value (NAV).

It also highlights that this NAV estimate does not include the 88MW SYD1 expansion, which could add a further $1.50 per share to its NAV. In light of this, the broker has put a buy rating and $4.15 price target on its shares. It said:

DGT continues to trade at a c.50% discount to NAV of A$4.62/security, yet that NAV does not yet reflect the full value of the 88MW SYD1 expansion, which management estimates will deliver a further c.A$1.50/security of NAV uplift at a targeted 15% yield on cost. The core thesis rests on three pillars. First, SYD1 is a genuinely scarce asset, a Tier 1 CBD carrier hotel with secured power and full planning approval operating in a structurally undersupplied market with a 200MW+ qualified demand pipeline.

Second, the business has demonstrated operating momentum, yet cash earnings are yet to materialise. Third, Australian capital partnering at or above book value would be a significant valuation catalyst. Acknowledging the share price weakness, we continue to see the opportunity in DGT, retaining our Buy rating with a $4.15/sh price target.

Magellan Financial Group Ltd (ASX: MFG)

Morgans isn't as positive on this fund manager's shares. In response to its half-year results, the broker has put a hold rating and $9.80 price target on its shares.

The broker feels that its shares are fully valued, especially given that the core business remains challenged. It said:

MFG's 1H26 operating profit after tax (A$83m) was flat on the pcp, but appeared comfortably above (+20%) Factset consensus (A$68m). Overall, whilst this result showed MFG's investment in Barrenjoey is shaping as a winner (with upside), there is still significant work to do turning around MFG's core Investment management franchise.

Following a change of analyst, we update our numbers and price target with this note. Our PT is set at $9.80 (previously (A$10.74) and stock coverage is transferred to Richard Coles. We maintain a HOLD rating on MFG, with the stock trading at only a 5% discount to our Blended valuation. Growth in the core business is still challenged (with downside risk), however we acknowledge optionality from current and future strategic investments.

Ramelius Resources Ltd (ASX: RMS)

This gold miner delivered a half-year result in line with expectations last week according to Morgans.

And while there were positives and negatives from the half, the broker remains positive and has retained its buy rating with a $5.75 price target. It said:

1H26 result was solid with no material surprises, FY26 continues to focus on the integration of Dalgaranga (acquired via ASX SPR) into the RMS asset portfolio. Key positive: Introduction of new capital management framework and the spartan deal; A$84.9m (net) tax losses remain. Key negative: Operating cash flow (-3% pcp), free cash flow (-15% pcp) and cash/bullion on hand (-14% pcp) reflect the anticipated grade decline across the RMS Magnet Hub assets.

This was well flagged and should begin to reverse as Dalgaranga ore is introduced into the Magnet operations and ramps through the system, marking the transition to the next phase of higher-grade feed – we forecast Dalgaranga alone to contribute +A$700m per annum from FY28 onwards. We maintain our BUY rating, price target A$5.75ps (previously A$5.76).

The post Should you buy Digico, Magellan, and Ramelius shares? appeared first on The Motley Fool Australia.

The team at Macquarie have run the ruler over the results, and while they've reduced their target price for the company, they still have an outperform rating on the stock and are bullish on its prospects.

Positive operating result

More on that later. Firstly, to the results, Digico reported underlying revenue of $108 million, up 12% on the previous corresponding period, and underlying EBITDA of $57 million, up 15%.

The company will pay an interim dividend of 6 cents, in line with guidance, and its gearing is sitting at 35.8%, towards the lower end of its target range of 35-45%.

On the growth front, the data centre operator said existing capacity at its SYD1 site was now 100% contracted, "and broad-based demand has materially exceeded IPO expectations and validated the asset's strategic value".

An 88MW expansion project is now expected to deliver 15% yield on cost, the company said, and had been accelerated, "and will now be delivered in progressive stages over the next three years''.

Digico reaffirmed its full-year guidance for underlying EBITDA of $125 million, at the top end of its previous guidance of $120-$125 million, with full-year dividends of 12 cents per share.

Digico chief executive officer Michael Juniper said regarding the result:

Digico enters the second half of FY26 with strong momentum and a clear path to unlocking long term value. In the past six months, we have demonstrated the strength of our underlying platform, secured substantial new capacity, executed meaningful steps to simplify our operating model and materially accelerated our capacity expansion at SYD1. Every action we're taking is about closing the gap between Digico's net asset value and security price to ensure our market valuation reflects the underlying value of our assets and growing earnings base. We are focused on delivering sustainable, high quality growth for our investors.

Shares looking cheap

The Macquarie team reviewed last week's results and noted that the yield from the SYD1 expansion had improved from 12% to 15%.

They did, however, reduce their price target on Digico shares from $3.89 to $3.54, which, combined with the dividend yield, would be a total shareholder return of 67.2%.

The Macquarie team added:

Digico has posted some good runs on the board recently with … approval for SYD1, contract wins, and senior hires. Momentum is building, but the key to unlocking value is SYD1 capital recycling to demonstrate the inherent value of the asset.

Digico shares were changing hands for $2.08 on Monday. The company was valued at $1.21 billion at the close of trade on Friday.

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

What did DigiCo Infrastructure REIT report?

• Underlying revenue up 12% to $108 million compared to the prior half
• Underlying EBITDA rose 15% to $57 million
• 1H FY26 distribution of 6.0 cents per security, in line with guidance
• Gearing steady at 35.8%, at the low end of the 35–45% target range
• Contracted IT capacity jumped 95% in Australia to 85MW
• $658 million in available liquidity to fund near-term growth

What else do investors need to know?

The SYD1 facility has reached full contract capacity and is set for a significant 88MW expansion, now fast-tracked due to stronger-than-expected demand. The first stage of this project, a 20MW addition, is targeting completion in Q2 of calendar year 2026.

DigiCo is also delivering cost savings via an organisational redesign, aiming to cut operating expenses by roughly $5 million per year. The company's board and management reaffirm their focus on strategic moves to close the share price discount to net asset value (NAV), including exploring capital partnerships and recycling US assets into higher-return projects.

What did DigiCo Infrastructure REIT management say?

Chief Executive Officer Michael Juniper said:

DGT enters the second half of FY26 with strong momentum and a clear path to unlocking long term value. In the past six months, we have demonstrated the strength of our underlying platform, secured substantial new capacity, executed meaningful steps to simplify our operating model and materially accelerated our capacity expansion at SYD1.

Every action we're taking is about closing the gap between DGT's NAV and security price to ensure our market valuation reflects the underlying value of our assets and growing earnings base. We are focused on delivering sustainable, high quality growth for our investors.

What's next for DigiCo Infrastructure REIT?

DigiCo has reaffirmed guidance for FY26, expecting underlying EBITDA at the top end of its $120–$125 million outlook, undeterred by currency headwinds. July 2026 run-rate EBITDA is forecast to remain at $180 million, and capex for growth is anticipated between $160 million and $180 million to drive the ambitious SYD1 expansion.

The board remains focused on balancing sustainable gearing while securing capital partners for further growth. Shareholders can expect a full-year distribution of 12.0 cents per security, maintaining a payout policy of 90–100% of funds from operations.

DigiCo Infrastructure REIT share price snapshot

Over the past 12 months, DigiCo hares have declined 52%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post DigiCo Infrastructure REIT posts 1H FY26 earnings and accelerates SYD1 expansion appeared first on The Motley Fool Australia.

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

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

Benz Mining Corp (ASX: BNZ)

The Benz Mining share price is up 23% to $2.77. This follows the release of a drilling update from the gold explorer. Strong results were achieved at the Glenburgh Gold Project in Western Australia. Benz CEO, Mark Lynch-Staunton, commented: "Results from the latest drilling at Icon and Tuxedo continue to reinforce our view that this is a large, coherent mineralised system with genuine scale. […] Glenburgh is rapidly emerging as a genuinely large gold system, and each round of drilling continues to build scale, confidence and long-term value for shareholders."

Boss Energy Ltd (ASX: BOE)

The Boss Energy share price is up 9% to $1.96. Investors have been buying the uranium producer's shares following the release of a solid quarterly update this morning. Boss Energy reported record drummed production of 456 klbs U3O8 and IX production of 406 klbs for the three months from the Honeymoon operation. This represents an 18% and 8% increase, respectively. Another positive was that Honeymoon's C1 costs were $30 per pound (US$20 per pound). This is down 12% following positive results from reagent optimisation in the wellfields and plant.

Develop Global Ltd (ASX: DVP)

The Develop Global share price is up 1.5% to $5.60. This follows the release of the mining and mining services company's quarterly update. The company reported a 98.5% increase in quarterly revenue to $39.1 million from 9,472 tonnes of concentrate sales. Develop's managing director, Bill Beament, said: "It was a pivotal quarter for Develop which has set up the company for rapid growth in copper, zinc and silver/gold production."

DigiCo Infrastructure REIT (ASX: DGT)

The DigiCo Infrastructure REIT share price is up 4.5% to $2.73. This appears to have been driven by a broker note out of Bell Potter. It upgraded the data centre company's shares to a buy rating with a $3.25 price target. The broker said: "Stock has been a key underperformer across the REIT sector last 6m (-17% vs. -3% XPJ), but yet there is now more certainty on leasing / FFO in FY26+ post guidance update." Bell Potter's price target implies further upside of 19% for investors over the next 12 months.

The post Why Benz Mining, Boss Energy, Develop Global, and Digico shares are storming higher today appeared first on The Motley Fool Australia.

That's because Bell Potter has just named a number of ASX real estate stocks as buys.

Here's what it is recommending to clients:

Abacus Storage King (ASX: ASK)

Bell Potter has initiated coverage on this storage company's shares with a buy rating and $1.70 price target. This implies potential upside of approximately 10% for investors from current levels. In addition, the broker is expecting a 4.1% dividend yield in FY 2026.

Commenting on its initiation at buy, the broker said:

We initiate coverage of ASK with a Buy recommendation and a $1.70 target price. We forecast FY26e DPU of 6.2c (in line with guidance, VA consensus) and a 3yr EPS CAGR of +3.8%. While near term EPS growth is modest, the investment case is anchored in NTA compounding and convergence of listed market pricing toward private-market cap rates, with expected +8.2% 3yr NTA growth CAGR providing a clear benchmark for share price performance over time.

Centuria Industrial REIT (ASX: CIP)

Another ASX real estate stock that Bell Potter is bullish on is Centuria Industrial REIT.

Bell Potter has a buy rating and $3.75 price target on its shares. This suggests that upside of 15% is possible for investors between now and this time next year. In addition, a 5.1% dividend yield is expected in FY 2026.

Although its shares have outperformed recently, the broker notes that they are still trading at a discount to peers. It said:

Stock has outperformed +7% vs. +0% XPJ last 6m, but still trades at a -15% discount to NTA within a desirable real estate sub-sector where we see asset value upside.

DigiCo Infrastructure REIT (ASX: DGT)

Finally, this data centre operator could be an ASX real estate stock to buy according to Bell Potter.

This morning, the broker has upgraded its shares to a buy rating with a $3.25 price target. This implies potential upside of 25% for investors over the next 12 months. Bell Potter also expects a 4.6% dividend yield in FY 2026, bringing the total potential return to almost 30%.

The broker highlights that its shares have been underperforming materially over the past six months. It thinks this is a buying opportunity, it said:

Stock has been a key underperformer across the REIT sector last 6m (-17% vs. -3% XPJ), but yet there is now more certainty on leasing / FFO in FY26+ post guidance update. Addressing high gearing and delivering milestones are catalysts for re-rating.

The post Broker names 3 ASX real estate stocks to buy appeared first on The Motley Fool Australia.

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

ASX 200 to rise again

The Australian share market looks set to rise again on Wednesday after a decent night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 44 points or 0.5% higher this morning. In late trade in the United States, the Dow Jones is down 0.8%, but the S&P 500 is up 0.5% and the Nasdaq is 1% higher.

Oil prices jump

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Wednesday after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 2.9% to US$62.39 a barrel and the Brent crude oil price is up 3% to US$67.57 a barrel. Traders were buying oil in response to a winter storm negatively impacting US output.

Buy Digico shares

Investors should be buying DigiCo Infrastructure REIT (ASX: DGT) shares according to analysts at Bell Potter. According to a note, the broker has upgraded the data centre company's shares to a buy rating with a $3.25 price target. It said: "Stock has been a key underperformer across the REIT sector last 6m (-17% vs. -3% XPJ), but yet there is now more certainty on leasing / FFO in FY26+ post guidance update."

Gold price edges higher

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a relatively subdued on Wednesday after the gold price edged higher overnight. According to CNBC, the gold futures price is up 0.1% to US$5,087.7 an ounce. The precious metal appears to be in a holding pattern ahead of tonight's US Federal Reserve interest rate meeting.

Buy DroneShield shares

Bell Potter thinks that DroneShield Ltd (ASX: DRO) shares are still in the buy zone following the release of its quarterly update. This morning, the broker retained its buy rating and $5.00 price target on the counter-drone technology company's shares. It said: "We believe DRO has a market leading RF detect/defeat C-UAS offering and a strengthening competitive advantage owing to its years of battlefield experience and large and focused R&D team. We expect 2026 will be an inflection point for the global C-UAS industry with countries poised to unleash a wave of spending on RF detect and defeat solutions."

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

However, the harsh reality is that owning real estate still comes with significant barriers for many Aussies. 

First and foremost, the traditional 20% deposit for a home in Australia means you need a seriously full savings account. 

Data shows the median house price in Australia sits at roughly $980,343, according to Cotality data.

That means to comfortably buy the average house, you need almost $200,000 in savings. 

Luckily, investing in the stock market comes with a much lower barrier to entry. 

So for Aussies looking for exposure to the real estate market without the lofty price tag, one option to consider is real estate shares. 

Rather than a physical house or apartment, you can invest in companies that typically own or manage income-producing properties such as shopping centres, offices, industrial warehouses, or residential developments. 

These are called REITs. 

How did real estate stocks perform last year?

ASX real estate stocks performed modestly in 2025. 

The S&P/ASX 200 Real Estate Index (ASX: XRE) rose about 5% last year. 

This was slightly below the ASX 200 benchmark index which rose roughly 6.3%. 

Like any sector, there were individual ASX real estate stocks that rose, while others lost significant ground. 

There are a couple that had down years that may have now fallen into the value range. 

Two in particular that could be worth monitoring in 2026 are DigiCo Infrastructure REIT (ASX: DGT) and Lendlease Group (ASX: LLC). 

Is there value for these real estate stocks?

DigiCo Infrastructure REIT (ASX: DGT) is one of the ASX real estate stocks that fell the furthest in the sector last year. 

The company is a diversified owner, operator and developer of data centres, with a global portfolio. 

Its stock price fell more than 37% last year. 

However, from December 18 it recovered almost 18% following its AGM.

I think this real estate stock could be set to benefit from future AI tailwinds. 

Artificial intelligence – especially large-scale generative models and cloud-based AI services – requires massive amounts of compute power, storage, connectivity, and cooling infrastructure to run efficiently. This infrastructure is largely housed in data centres, which is the main focus of DigiCo. 

Macquarie seems to agree there is upside, with the broker tipping more than 50% upside from last year's closing price. 

The broker has a $4.16 a share 12-month price target. 

A second real estate stock that could be trading below fair value is Lendlease Group (ASX: LLC). 

Its share price fell more than 16% last year. 

However it ended the year with positive momentum on the back of a major contract win.

Furthermore, it seems poised for future growth with fundamentals turning a corner in FY25. 

TradingView has a 12-month price target of approximately $6.45, which is roughly 24% higher than current levels.

The post Two ASX real estate stocks to watch in 2026 appeared first on The Motley Fool Australia.

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

Which is why we were quick to snap up the report on the outlook for Aussie real estate investment trusts, just out from Macquarie Group Ltd (ASX: MQG).

In analysing Australia's listed property sector, Macquarie reviewed the fourth quarter (4Q 2025) commercial property data from JLL.

And the broker named its four key picks among the ASX REITs, all of which are tipped to outperform.

What's happening in Australia's commercial property markets

On the retail front, Macquarie maintained a neutral rating on ASX REITs with strong retail exposure.

The broker noted that retail rents were broadly stable, while Black Fortnight data was mixed.

"We view the retail sector as fully valued, with most groups trading close to or at a premium to NTA," Macquarie said.

Industrial rents were on the rise, however, although the supply pipeline was said to remain elevated.

According to the broker:

Market fundamentals for industrial improved in 4Q25, with modest face rental growth combined with flat to declining incentives… The 2025 supply pipeline is elevated at c. +27% above the longrun average with 2026/27 supply expected to be higher.

On the office front, Macquarie said the data points continue to recover.

"Net absorption was positive across all major cities, accelerating at a national level and running at 1.8x the quarterly and annual average," Macquarie said. "We advocate for a rotation into office based on an anticipated gradual recovery in income fundamentals and stocks trading at discounts to book."

ASX REITs forecast to leap 14% to 73%

The first real estate investment trust that Macquarie expects to outperform is Mirvac Group (ASX: MGR).

The broker noted that the ASX REIT has "office exposure in our preferred precincts, where we think the fundamental outlook is more favourable. The data is supportive of this thematic with the three major cities seeing negative net absorption in secondary."

Mirvac shares are up 8.8% in 2025, currently trading for $2.05 apiece. Mirvac also trades on a 4.4% unfranked dividend yield.

Macquarie has a 12-month price target of $2.70 for Mirvac, which represents a potential upside of almost 32% from current levels.

The second ASX REIT you may want to buy today is Goodman Group (ASX: GMG).

Goodman shares are down 18.4% in 2025, trading for $29.39 each. The ASX stock also trades on 1.0% unfranked dividend yield.

And Macquarie expects a much better year ahead, with a 12-month price target of $34.73 on Goodman shares, more than 18% above current levels.

The third Aussie real estate investment trust forecast for outsized gains is DigiCo Infrastructure REIT (ASX: DGT).

Currently trading for $2.40 each, DigiCo shares are down 45.7% year to date and trade on 7.0% unfranked dividend yield.

Macquarie forecasts a big turnaround for DigiCo with a $4.16 a share 12-month price target. That's more than 73% above current levels. And it doesn't include that juicy dividend yield.

Which brings us to the fourth ASX REIT Macquarie tips to outperform, GPT Group (ASX: GPT).

GPT shares have surged 23.5% year to date and are currently trading for $5.46 each. GPT stock trades on a 4.4% unfranked dividend yield.

And Macquarie expects shares to gain another 14% in 2026, with a 12-month price target of $6.23 a share.

The post Macquarie names its top 4 ASX REITs to buy today appeared first on The Motley Fool Australia.