The market is nervously awaiting a fresh round of negotiations between the US and Iran to begin in Islamabad.

Today, the only market sector in the green is energy, which is up strongly by 2.5%.

This follows four straight trading sessions of rises in the Brent Crude oil price, which is now at US$103.40 per barrel at the time of writing.

The Strait of Hormuz, through which 20% of the world's oil and gas is transported, remains effectively shut down.

Investors now fear a global recession if the global energy supply shock does not end soon.

Amid all this pessimism, two experts have revealed their views on three ASX 200 shares.

Let's see what they think.

NextDC Ltd (ASX: NXT)

The NextDC share price is $14.63, up 2.2% today and down 8% over the past six months.

John Athanasiou from Red Leaf Securities has a buy rating on this ASX 200 tech share.

Athanasiou said (courtesy The Bull):

Australia's leading data centre operator provides connectivity and colocation services to cloud, enterprise and government clients across Australia and the Asia Pacific.

Its network of certified facilities underpin critical digital infrastructure amid surging demand for cloud, artificial intelligence and high performance computing. A strong forward order book reflects institutional confidence in its long term growth.

The company continues to build new facilities and sign strategic partnerships, positioning it to capture structural tailwinds in digital transformation and infrastructure demand.

PLS Group Ltd (ASX: PLS)

The PLS Group share price is $5.68, down 4.1% today and up 92% over six months.

PLS Group shares rose to a new record high of $6.14 apiece last Friday.

This follows a substantial rebound in lithium commodity prices since mid-2025.

Dylan Evans from Catapult Wealth has a hold rating on this ASX 200 lithium share.

Evans said:

Demand for lithium is well supported, driven by consistent growth and adoption of technologies, including battery energy storage and electric cars.

Demand is revealed in the group's recently signed off-take agreement with China's Canmax Technologies, a deal that included a record $US1000 a tonne price floor.

Looking forward, PLS is well placed to grow as it has the means for substantial expansion potential at its existing Pilgangoora operations in Western Australia.

Hub24 Ltd (ASX: HUB)

The Hub24 share price is $85.17, down 0.7% on Thursday and 25% over the past six months.

Athanasiou has a sell rating on this ASX 200 financial share.

Athanasiou commented:

The company's diversified financial services platform provides investment and superannuation administration technology to advisers and institutions.

Despite its strong technology footprint, current multiples imply high future growth expectations that may be difficult to meet, in our view.

Any slowdown in adoption or execution could put pressure on its share price.

Given what we consider an elevated valuation and the inherent risks in scaling further, HUB24 presents limited upside from current levels, making it a candidate for investors to reduce holdings.

The post Buy, hold, sell: NextDC, Hub24, PLS Group shares appeared first on The Motley Fool Australia.

Does it rate them as buys, holds, or sells? Let's see what the broker is saying:

Cleanaway Waste Management Ltd (ASX: CWY)

Morgans notes that this waste management company released its investor day update this week.

While this has led to the broker trimming its medium-term earnings estimates and reducing its valuation, it still sees plenty of value in Cleanaway shares.

As a result, it has retained its buy rating with a new price target of $2.80. It said:

CWY hosted an investor strategy day and tour of its Melbourne Regional Landfill. It discussed how it intends to grow earnings and cashflows across its FY27-30 strategy period. We expect investors will be particularly pleased by management's language about expected free cashflow growth (hasn't historically kept pace with underlying earnings growth).

We moderate our EPS forecasts so as to move closer to CWY's medium term growth expectations. FY27 consensus EPS looks likely to be downgraded as higher interest rates are reflected in interest costs. Target price reset to $2.80ps given lower long-term growth assumption. BUY retained given c.21% potential TSR at current prices.

Hub24 Ltd (ASX: HUB)

This investment platform provider delivered a third-quarter update that was largely in-line with expectations.

Overall, Morgans believes this leaves Hub24 well-placed to deliver on its FY 2027 targets.

This has led to the broker retaining its accumulate rating on Hub24 shares with a $96.50 price target. It said:

HUB's 3Q26 net-flows of $4.0bn came in largely in-line with MorgF, albeit the period saw near-term run-rate momentum slow, with HUB's flows only marginally exceeding NWL's during the quarter. Positively, adviser growth accelerated in 3Q26, which remains supportive of net inflows outlook.

Market momentum remains positive month to date in Apr'26, placing mark-to-markets on track to recover lost momentum in Mar'26 (ASX200 +5.5% MTD) HUB's FY27 FUA growth trajectory remains on track despite near-term headwinds. We retain our ACCUMULATE rating, with a revised price target of $96.50/sh.

Maas Group Holdings Ltd (ASX: MGH)

Another ASX share that Morgans has been looking at is Maas Group. It is a construction materials, equipment, and service provider.

Morgans highlights that the company is well-placed for growth thanks to work relating to Firmus data centre projects.

And after adjusting for its significant cash balance, the broker thinks Maas shares are being significantly undervalued by the market.

As a result, it has put a buy rating and $6.00 price target on its shares. It said:

MGH management have set a new course, underpinned by a growing pipeline of Firmus related data centre projects and $130m of EBITDA from the existing (and growing) civil construction and engineering division. The business currently has a market cap of $1.8bn, with a net cash balance of c.$650m (post transaction and Firmus investment) and an expanded data centre pipeline to potentially deliver c.$333m of value.

Netting out cash ($650m) and our estimate of the Firmus earnings (PV: $245m), we derive a net market cap of $870m, reflecting a PER (net of cash) of 11.8x (on the residual business) – cheap given the DC optionality and relative to peers (c.15x PER). Whilst the new strategic vision for MGH is in its infancy, the current share price is too cheap on a fundamental basis, while the blue sky potential gives investors the chance for outsized returns. On this basis, we reiterate our Buy recommendation with our target price increasing to $6.00/sh.

The post Buy, hold, sell: Cleanaway, Hub24, and MAAS shares appeared first on The Motley Fool Australia.

Since this time in 2021, the two investment platform providers' shares have risen 230% and 75%, respectively.

Meanwhile, the shares of their small rival Praemium Ltd (ASX: PPS) have gone backwards.

But following a strong quarterly update, Bell Potter thinks this ASX tech stock could be destined to follow in the footsteps of Hub24 and Netwealth and generate market-beating returns for investors.

What is the broker saying?

Bell Potter was pleased with Praemium's performance in the third quarter. It commented:

PPS has delivered a positive update, with signs that new client wins are beginning to translate into stronger flows. Given the different stages on each, we see this being a gradual benefit. For the first time since its launch 15-months ago, continued flows into Spectrum were more advanced than the trend. PPS is now absorbing some attrition from departing OneVue advisers following completion of the migration. Conditions are improving beneath the surface, with further upside to be unlocked, as evidenced by Powerwrap's stabilisation. PPS also highlighted two key multi-year client renewals, a welcome development after the loss of a large account.

Overall, the broker believes the result demonstrates that the worst is now behind this ASX tech stock and it could be onwards and upwards from here. It adds:

We see the result proofing execution and product development. Spectrum saw record gross inflows of $708m in challenging conditions and the quieter period, compared to the regular profile around $445m and BPe of $587m. The recovery narrative remains intact with PPS tracking to records. Including outflows and adviser exits, Spectrum net inflows printed $502m against BPe $441m. Powerwrap's net inflows improved further on the pcp to $94m ahead of BPe $62m despite sales coming in below expectations.

Should you buy this ASX tech stock?

According to the note, the broker has retained its buy rating and $1.20 price target on its shares.

Based on its current share price of 75.5 cents, this implies potential upside of almost 60% for investors over the next 12 months.

It also expects a handy 3.5% fully franked dividend yield over the period.

Commenting on its buy recommendation, the broker said:

Following the update we have upgraded EPS +2%/+0%/+1%. Conditions continue to improve for PPS. New drivers are in play that should support a re-rating of the shares, in-line with PE transaction multiples. This would suggest an $800m enterprise value.

The post Missed out on Hub24 and Netwealth? Bell Potter thinks this ASX tech stock is next 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:

Hub24 Ltd (ASX: HUB)

According to a note out of Bell Potter, its analysts have retained their buy rating on this investment platform provider's shares with a trimmed price target of $110.00. This follows the release of Hub24's quarterly update, which revealed net inflows ahead of the broker's expectations but below consensus estimates. Overall, the broker was pleased and highlights that the quantum of net inflows remains on an upwards trajectory. In addition, the broker points out that Hub24 issued positive language for momentum and highlighted the strong growth in retail net inflows. And while Bell Potter has trimmed its estimates slightly, it still expects earnings per share growth of 33% in FY 2026 and 21% in FY 2027. The Hub24 share price is trading at $86.45 this afternoon.

NextDC Ltd (ASX: NXT)

A note out of Morgan Stanley reveals that its analysts have retained their overweight rating on this data centre operator's shares with a slightly reduced price target of $18.00. This follows the announcement of a major capital raising to support accelerated construction plans. Morgan Stanley highlights that NextDC has won its largest-ever single contract with a 250MW customer for the S4 data centre in Sydney. While NextDC shares trade at a premium to US peers, the broker believes this is justified given its significantly stronger growth outlook. The NextDC share price is fetching $14.46 at the time of writing.

WiseTech Global Ltd (ASX: WTC)

Another note out of Bell Potter reveals that its analysts have retained their buy rating on this logistics solutions technology company's shares with a trimmed price target of $78.75. Bell Potter highlights that WiseTech shares are currently trading at a 30% discount to TechnologyOne Ltd (ASX: TNE) on an EV/EBITDA basis in both FY 2026 and FY 2027. And while it believes some sort of discount is now warranted, it thinks the current discount is excessive. This is especially the case given WiseTech has greater forecast earnings growth over the medium term and also a similar strong competitive moat due to 30 years of proprietary data, deeply embedded software and high switching costs. The WiseTech share price is trading at $45.53 on Wednesday.

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

Following the release of a softer than expected quarterly update, the ASX 200 share tumbled over 8% to finish the day at $87.50.

While this is disappointing, the team at Bell Potter thinks it could have created a buying opportunity.

What is the broker saying about this ASX 200 share?

While the market was disappointed with the update, Bell Potter saw enough in it to remain positive. It said:

HUB has delivered a mildly positive trading update. While the key number was slightly below consensus, the quantum of net inflows remain on an upwards trajectory, above our expectations. To that end the story looks changed, with the run-rate exiting flatter after showing strong growth in the first six weeks of trade.

A singular institutional client outflow, combined with peak pessimism in March, weighed on the cadence. We draw parallels to similar periods of poor sentiment as the key reason. HUB issued positive language for momentum and highlighted the strong growth in retail net inflows. These aspects are unchanged and the install base on R12M is in a familiar strong position.

In response to the update, the broker has trimmed its earnings estimates. But that doesn't change much in the grand scheme of things, with earnings per share still expected to grow 33% in FY 2026, 21% in FY 2027, and then 17% in FY 2028. Commenting on its revisions, Bell Potter said:

Following the update we have downgraded our EPS estimates -1%/-2%/-2% with the miss dampened from mark-to-market impacts. FY27 Platform FUA guidance of $160-170bn remains in play, with revised forecasts landing on the lower end of that range. A pickup in sentiment would likely push outcomes the other way. Acquisition of the superannuation fund trustee is also expected to have a limited influence on EBITDA line. For these reasons, we expect the multiple gap to peers can close over time.

Should you invest?

According to the note, Bell Potter has retained its buy rating on Hub24's shares with a reduced price target of $110.00 (from $120.00).

Based on its current share price, this implies potential upside of over 25% for investors over the next 12 months.

Commenting on its recommendation, the broker said:

Our Buy rating is unchanged. Enhancements launched during the quarter target new business transitions and the overlooked HNW segment while reducing advice friction.

The post Leading broker says this top ASX 200 share is a buy with 25%+ upside appeared first on The Motley Fool Australia.

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

ASX 200 to fall

The Australian share market looks set to fall on Wednesday following a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 69 points or 0.75% lower. In the United States, the Dow Jones fell 0.6%, the S&P 500 dropped 0.6%, and the Nasdaq also fell 0.6%.

Oil prices rise

It looks like ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session after oil prices pushed higher overnight. According to Bloomberg, the WTI crude oil price is up 2.5% to US$89.59 a barrel and the Brent crude oil price is up 3.5% to US$98.83 a barrel. This appears to have been driven by doubts over US-Iran peace talks.

BHP Q3 update

All eyes will be on BHP Group Ltd (ASX: BHP) shares on Wednesday when the mining giant releases its third-quarter update. According to a note out of Morgans, its analysts are forecasting WAIO shipments of 67.5Mt. This will be down 1% on the prior corresponding period and 12% quarter on quarter due to the impacts of Cyclone Narelle. The broker will also be looking out for updates on its diesel supply.

Gold price drops

ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a poor session on Wednesday after the gold price tumbled overnight. According to CNBC, the gold futures price is down 2.2% to US$4,720.6 an ounce. A stronger US dollar and inflation concerns weighed on the precious metal. Northern Star will also be releasing its quarterly update.

Buy Hub24 shares

Bell Potter thinks investors should be buying Hub24 Ltd (ASX: HUB) shares following their 8% decline on Tuesday. This morning, the broker has retained its buy rating on the investment platform provider's shares with a trimmed price target of $110.00 (from $120.00). It said: "Following the update we have downgraded our EPS estimates -1%/-2%/-2% with the miss dampened from mark-to-market impacts. FY27 Platform FUA guidance of $160- 170bn remains in play, with revised forecasts landing on the lower end of that range. A pickup in sentiment would likely push outcomes the other way. Acquisition of the superannuation fund trustee is also expected to have a limited influence on EBITDA line. For these reasons, we expect the multiple gap to peers can close over time."

The post 5 things to watch on the ASX 200 on Wednesday 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:

ANZ Group Holdings Ltd (ASX: ANZ)

The ANZ share price is down 2% to $37.21. This morning, analysts at Morgans reaffirmed their sell rating on the banking giant's shares with a reduced price target of $30.72. Commenting on its recommendation, the broker said: "We revise our forecasts ahead of ANZ's 1H26 result in May and reflecting on the recent updates provided by NAB and WBC. FY26-28F EPS downgraded by 6-7%. Target price reduced 6% to $30.72/sh. SELL retained given c.-15% downside at current prices, including 4.4% cash yield."

Challenger Ltd (ASX: CGF)

The Challenger share price is down 1.5% to $8.27. This follows the release of the annuities company's third-quarter update. Challenger revealed that funds under management fell 10% over the quarter to $104.5 billion. This was driven largely by net outflows of about $8 billion. Challenger's managing director and CEO, Nick Hamilton said: "In a period of global volatility and where institutional allocators have continued to reduce exposure to active equity management, we saw funds under management reduce."

Hub24 Ltd (ASX: HUB)

The Hub24 share price is down 8% to $87.96. Investors have been selling the investment platform provider's shares following the release of its third-quarter update. Hub24 reported platform net inflows of $4 billion for the third quarter of FY 2026. This represents a 9% increase on the prior corresponding period when excluding large migrations. However, this was around 8% short of analyst expectations. Total funds under administration (FUA) reached $151.7 billion at the end of March. This represents a 22% increase on the prior corresponding period. Once again, this was a touch short of the market's expectations.

Lynas Rare Earths Ltd (ASX: LYC)

The Lynas Rare Earths share price is down over 2.5% to $19.84. This is despite the rare earths producer reporting third-quarter sales revenue growth of 115% to $265 million. Lynas' managing director and CEO, Amanda Lacaze, said: "Our ramp up has delivered strong production and sales outcomes, with key initiatives positioning Lynas for the future and strengthening business resilience."

The post Why ANZ, Challenger, Hub24, and Lynas shares are dropping today appeared first on The Motley Fool Australia.

At the time of writing, the ASX 200 stock is down 4% to $91.63.

Why is this ASX 200 stock falling today?

Investors have been selling the investment platform provider's shares today despite the release of a solid third-quarter update, which highlights continued momentum across its business.

According to the release, Hub24 achieved platform net inflows of $4 billion for the third quarter of FY 2026.

This represents a 9% increase on the prior corresponding period when excluding large migrations. It is possible that the market was expecting an even stronger increase for the quarter.

Funds under administration surge

The ASX 200 stock revealed that total funds under administration (FUA) reached $151.7 billion at the end of March.

This represents a 22% increase on the prior corresponding period, driven by strong inflows and continued platform adoption.

Platform FUA alone rose 25% year on year to $127.8 billion, though it was broadly flat over the quarter due to negative market movements of $4.1 billion offsetting inflows.

Market share gains continue

Hub24 also pointed to its strong competitive position within the platform market.

The ASX 200 stock ranked first for both quarterly and annual net inflows for a ninth consecutive quarter, based on the latest available data.

It also achieved the largest market share gains of all platform providers, lifting its market share to 9.7%. This is up from 8.3% a year ago.

Management notes that growth is being driven by a combination of strong retail inflows and a pipeline of new and existing client relationships.

Adviser growth and new agreements

During the quarter, Hub24 signed 37 new licensee agreements and increased the number of advisers using its platform by 272 to 5,549.

This represents an 11% increase over the past year and reflects ongoing demand from financial advisers for its platform offering.

The company believes this expanding adviser base will continue to support inflows in future periods.

Acquisition news

In addition to the strong operational performance, the ASX 200 stock revealed that it has exercised a call option to acquire HTFS Nominees, which is the trustee of the Hub24 Super Fund.

The acquisition is expected to be completed by the end of 2026, subject to regulatory approvals, and is not anticipated to have a material impact on earnings.

Management notes that bringing the trustee function in-house is expected to enhance control and support long-term growth of its superannuation offering.

The post Why is this ASX 200 tech stock tumbling today? appeared first on The Motley Fool Australia.

What did HUB24 report?

• Platform net inflows of $4.0 billion in Q3 FY26 (up 9% on pcp, excluding large migrations)
• Total FUA reached $151.7 billion as at 31 March 2026 (up 22% on pcp)
• Platform FUA of $127.8 billion (up 25% on pcp), PARS FUA of $23.9 billion (up 11% on pcp)
• Active advisers on the platform rose to 5,549 (up 11% on pcp)
• Awarded Best Platform Overall and Best in Platform Managed Accounts Functionality in industry reports
• Call option exercised to acquire HTFS Nominees Pty Ltd, trustee for the HUB24 Super Fund

What else do investors need to know?

HUB24's momentum continued into Q3, despite challenging market conditions. Record net inflows were achieved, led by a strong rise in retail and adviser numbers, although there was a one-off outflow from an institutional client in March.

The company continued to innovate, launching new digital adviser solutions and enhancing its high-net-worth and managed portfolio offerings. HUB24's Class and NowInfinity platforms also saw growth, with active account and document order numbers rising. Notably, NowInfinity has embarked on a multi-year enhancement program to improve user experience and compliance support for finance professionals.

Additionally, the transaction to acquire trustee HTFS Nominees Pty Ltd is progressing, with integration expected by the end of 2026 pending regulatory approvals. This is anticipated to have no material financial impact on earnings.

What's next for HUB24?

HUB24 is focused on maintaining momentum in its structurally growing markets, supported by demographic trends and compulsory superannuation. The business plans to further invest in product features and technology, deepen adviser relationships, and complete its acquisition of HTFS Nominees.

The company remains confident in its ability to deliver sustained growth over the longer term, with a strong pipeline of opportunities from both new and existing clients.

HUB24 share price snapshot

Over the past 12 months, HUB24 shares have risen 47%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 15% over the same period.

View Original Announcement

The post HUB24 grows Q3 inflows and funds under administration appeared first on The Motley Fool Australia.

That usually leads me toward companies that are building platforms, scaling globally, or reshaping their industries.

Here are three ASX 200 shares that stand out to me right now.

Xero Ltd (ASX: XRO)

Xero is evolving into something much bigger than accounting software.

At its core, it sits on top of financial data for millions of small businesses. That position creates a powerful foundation for expanding into adjacent services and delivering more value over time.

What I find particularly interesting right now is how the company is leaning into artificial intelligence (AI).

According to its recent investor briefing, Xero sees the long-term opportunity expanding its total addressable market by around four times as AI capabilities are layered into its platform.

That shift changes how I think about the business. It moves beyond subscription accounting software and toward a broader system that helps businesses make decisions, automate processes, and improve performance.

On top of that, the integration with Melio is opening up a large US payments opportunity, which adds another growth driver.

I think Xero is building a platform that can continue to expand its reach and relevance over time.

Hub24 Ltd (ASX: HUB)

HUB24 is benefiting from structural change within the wealth industry.

More advisers are moving toward platform-based solutions, and HUB24 continues to capture that shift.

What stands out is the pace at which the business is scaling. In its latest results, platform funds under administration reached $152.3 billion, supported by record net inflows of $10.7 billion in the half.

That growth reflects strong demand from advisers and ongoing market share gains.

But it isn't settling for that. HUB24 continues to invest in new solutions, including an emerging ecosystem that leverages AI and integrated tools to improve adviser productivity.

For me, this is a business where growth is driven by both industry tailwinds and continued innovation within its platform.

Sigma Healthcare Ltd (ASX: SIG)

Sigma Healthcare is another ASX 200 share I think could be a best buy. It is shaping into a very different business following its merger with Chemist Warehouse.

It now combines wholesale distribution with a large and growing retail network, which creates a broader and more scalable model.

The recent first-half results highlight how that combination is performing. Revenue increased 15% to $5.5 billion, with strong growth across both domestic and international markets, supported by expanding store networks and increasing demand.

What I find attractive is the runway ahead. The company continues to open new stores, expand its private label offering, and drive efficiencies through scale. 

Overall, I think Sigma is transitioning into an integrated healthcare platform with multiple ways to grow.

Foolish takeaway

What stands out to me is how each of these businesses is expanding its opportunity set.

Xero is building a broader platform around financial data and AI, Hub24 is scaling alongside structural growth in platform-based investing, and Sigma Healthcare is strengthening its position across retail and distribution.

That ongoing expansion is what I look for when identifying high-quality ASX 200 shares to buy now.

The post I think these are some of the best ASX 200 shares to buy now appeared first on The Motley Fool Australia.

Here are four ASX 200 shares I think offer these qualities, and I would be looking at today.

Hub24 Ltd (ASX: HUB)

Hub24 is a business that benefits from momentum. Not the kind you see in share price charts, but the kind that builds within an industry over time. Once a financial adviser adopts an investment and superannuation platform, integrates it into their workflow, and brings clients onto it, that decision tends to stick.

What I like is how that creates a layering effect. New clients are added, existing clients grow their portfolios, and over time, the platform becomes more deeply embedded in the advice process. Growth does not rely on a single catalyst; it builds gradually as the ecosystem expands.

For me, it is a business where scale can quietly do a lot of the work over the long term.

REA Group Ltd (ASX: REA)

REA Group is one of those ASX 200 shares where the product is almost unavoidable.

Anyone who has searched for property in Australia has likely interacted with its platform, and that kind of reach creates a strong position in the market.

What I like in particular is how pricing power shows up. Agents are not just paying for a listing; they are paying for visibility in a highly competitive environment. When demand for property is strong, that visibility becomes even more valuable.

It is a business that sits at the heart of real estate activity and digital advertising, and I think that combination gives it a unique ability to grow over time without needing to constantly reinvent itself.

Sigma Healthcare Ltd (ASX: SIG)

Sigma Healthcare is another ASX share I'd look at buying with the $5,000.

Following its merger with Chemist Warehouse, the business now sits across both distribution and retail, which creates a more integrated model than it had in the past.

What I find compelling is how that changes its position in the supply chain. Instead of being one step removed, the company is now more directly connected to the end customer. That can create efficiencies, improve margins, and open up new opportunities over time.

It is still early days for this combined structure, but I think the long-term potential lies in how those two sides of the business work together.

ResMed Inc (ASX: RMD)

ResMed has had a tough run, with the share price hitting a 52-week low on Friday.

That kind of move can draw attention, but what matters more to me is what is happening within the business.

ResMed operates in sleep and respiratory care, and demand in that area is closely linked to awareness and diagnosis. As more people recognise the importance of sleep health, more patients enter the system, which can support long-term growth.

As well as devices, the company has a growing software business. It is about managing patient outcomes over time, which can create a more connected and recurring relationship with users.

In my opinion, that combination of hardware and software is what makes the business stand out.

Foolish Takeaway

If I had $5,000 to invest today, I would focus on ASX 200 shares that are building long-term momentum in different ways.

Hub24 is benefiting from structural growth in platform-based investing, REA Group continues to strengthen its position in digital property advertising, Sigma Healthcare is evolving into a more integrated healthcare business, and ResMed is building a broader ecosystem around sleep and respiratory care.

I think they offer a mix of growth drivers that could play out over time and deliver attractive returns.

The post If I had $5,000 to invest in ASX 200 shares today, here's what I'd buy appeared first on The Motley Fool Australia.

For me, the focus would be on finding businesses that are easy to understand, have clear long-term drivers, and offer a mix of stability and growth. That kind of foundation can make it easier to stay invested and build confidence over time.

Here are four ASX 200 stocks I think fit that approach.

Hub24 Ltd (ASX: HUB)

Hub24 is a platform business that sits behind how many Australians invest their money.

It provides technology and administration services to financial advisers, allowing them to manage client portfolios more efficiently. That might not be something most investors see directly, but it plays an important role in the broader investment ecosystem.

What stands out to me is the structural shift taking place. More advisers are moving toward platform-based solutions, and funds under administration tend to grow as more clients and assets come onto the platform. That creates a growth profile that builds over time.

For a beginner, I think this is a useful example of a business that benefits from a broader industry trend rather than relying on a single product or outcome.

BHP Group Ltd (ASX: BHP)

BHP offers exposure to something very different. It is one of the world's largest mining companies, producing commodities like iron ore and copper that are essential to the global economy.

What I like here is the simplicity of the underlying demand. These are materials that support infrastructure, construction, and the transition toward electrification. While commodity prices can move around, the long-term need for these resources remains.

BHP also provides income through dividends, which can be appealing for investors looking to build income over time.

Macquarie Group Ltd (ASX: MQG)

Macquarie is a more complex business, but I think it is a good example of how diversification can work within a single company.

This ASX 200 stock operates across asset management, infrastructure, energy, and financial services, with a global footprint.

What I like is its ability to evolve. Macquarie has a long history of identifying areas of growth and allocating capital accordingly. That flexibility allows it to adapt as markets change, which I think is valuable over the long term.

For a beginner, it offers exposure to a wide range of activities without needing to pick each one individually.

Commonwealth Bank of Australia (ASX: CBA)

Lastly, Commonwealth Bank is one of the most recognisable companies on the ASX.

It has a dominant position in the Australian banking sector and generates earnings through lending, deposits, and financial services.

What I like here is the consistency. The bank has delivered strong returns over time and pays regular dividends, which can help provide a steady foundation for a portfolio.

It also gives beginners exposure to the financial sector, which plays a central role in the economy.

Foolish Takeaway

For a beginner, building a portfolio comes back to choosing businesses that are understandable and supported by long-term trends.

Hub24 benefits from the shift toward platform-based investing, BHP provides exposure to essential global resources, Macquarie offers diversification and adaptability, and Commonwealth Bank adds stability and income.

They are not the only ASX 200 stocks worth considering, but I think they provide a solid starting point for anyone looking to begin their investing journey.

The post Why I'd buy these ASX 200 stocks if I were a beginner appeared first on The Motley Fool Australia.

You need businesses that can keep moving forward without constant intervention.

That usually means ASX 200 stocks with durable demand, strong competitive positions, and the ability to grow without relying on perfect conditions.

With that said, here are three stocks that I think fit that description.

Hub24 Ltd (ASX: HUB)

Hub24 is a business that sits quietly behind the scenes of the wealth industry.

It provides the infrastructure that advisers use to manage client portfolios, which means it benefits as more money flows into professionally managed investments.

What I find interesting is how growth compounds. It is not just about attracting new clients. Existing accounts can grow as markets rise and as additional funds are added over time. That creates a layered effect, where growth builds on itself.

I also think the shift toward more sophisticated investment platforms is still playing out. As advisers look for better technology and reporting tools, platforms like Hub24 are well positioned to capture that demand.

For a buy and hold investor, I think that steady, structural growth is appealing.

ResMed Inc. (ASX: RMD)

ResMed is a business that I think benefits from a problem that is not going away.

Sleep apnoea and respiratory conditions are widespread and, in many cases, underdiagnosed. That creates a large and ongoing pool of potential patients.

What stands out to me is how the company monetises that. It is not a one-off product sale. There is an ongoing relationship with patients through devices, masks, and connected services that support long-term therapy.

That recurring revenue element is powerful. It creates visibility over future revenue and strengthens the company's position within the healthcare system.

For long-term investors, I think businesses tied to essential health needs can be easier to hold through market cycles.

Pro Medicus Ltd (ASX: PME)

Pro Medicus approaches healthcare from a different angle.

Instead of physical products, this ASX 200 stock focuses on software that helps doctors and hospitals interpret medical images more efficiently.

What I like here is the business model. The company typically signs long-term contracts with major healthcare providers, just like it did today, which can create a pipeline of revenue that extends well into the future.

At the same time, its technology is designed to improve workflow and speed, which makes it valuable to customers once implemented.

That combination of long contracts and high switching costs can support durability, and could ultimately underpin strong earnings growth over the next decade.

Foolish takeaway

For me, buy and hold investing is about finding ASX 200 stocks that can keep progressing over many years.

Hub24 benefits from long-term growth in managed investments, ResMed is tied to ongoing healthcare demand, and Pro Medicus provides critical software with long-term contracts and strong customer relationships.

They are different in what they do, but I think each has qualities that could make them well suited to a long-term approach.

The post Why these ASX 200 stocks could be perfect for buy and hold investors appeared first on The Motley Fool Australia.

I'm going to highlight two businesses that are some of the most highly rated stocks on the ASX with multiple buys.

Of course, just because analysts like a company doesn't automatically mean it's going to produce strong returns. Let's get into it.

Hub24 Ltd (ASX: HUB)

Hub24 offers clients the Hub24 platform, which offers advisers and their clients a large range of investment options, including managed portfolio solutions and enhanced transaction and reporting functionality for advisers and clients.

It also has wealth accounting software called Class, as well as being a provider of client portals for accountants and financial advisers called MyProsperity.

There are currently 13 ratings on the business, with 10 buy ratings. Of those 13 ratings, the average price target is $108.71, which tells us where analysts think the share price will be within a year. The price target suggests a possible rise of 23% from where it is at the time of writing.

The ASX share is growing at a very strong pace – in the FY26 half-year result, total revenue grew by 26% to $245.9 million, while underlying operating profit (EBITDA) grew 35% to $104.9 million and underlying net profit after tax (NPAT) rose 60% to $68.3 million.

Those numbers show strong scaling and revenue and even faster profit growth as margins improve.

The projection on CMC Markets suggests the business could generate $1.616 of earnings per share (EPS). That means it's now trading at 54x FY26's estimated earnings.

Sandfire Resources Ltd (ASX: SFR)

Sandfire is one of the largest copper miners on the ASX, with projects in Spain, Botswana, Australia and the US.

There have been 11 ratings on the business in the last three months, according to CMC Invest, with six of those being a buy. Of those ratings, the average price target is $18.92, which suggests a possible rise of 9% from where it is today.

But, the most optimistic price target is $21.24, which implies a possible rise of 22% within the next year, based on the share price at the time of writing.

The most recent update from the ASX share was its quarterly update for the three months to March 2026, which showed copper equivalent production of 34.5kt in the third quarter of FY26. For the nine months to 31 March 2026, copper production was 106.5kt.

It also had a cash balance of $76 million at 31 March 2026, with the $63 million increase from 31 December 2025 reflecting "strong underlying operating cash flow". In the FY26 half-year result, revenue grew 17% and net profit jumped 88%, showing the operating leverage of miners when revenue increases as a result of a higher copper price.

The projection on CMC Invests suggests its EPS could grow to $1.01 in FY26 and $1.64 in FY27. That means it's trading at 17x FY26's estimated earnings and under 11x FY27's estimated earnings.

With the long-term outlook for copper looking positive amid electrification, batteries and renewable energy, this ASX share could be one to watch.

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

High-growth names have come under pressure, valuations have reset, and concerns around artificial intelligence (AI) and interest rates have made investors more cautious.

But these periods tend to do something important. They separate sentiment from fundamentals.

And in my experience, that is often when long-term investors start leaning back in.

Here are three ASX 200 shares I think are attracting attention after the recent pullback.

WiseTech Global Ltd (ASX: WTC)

WiseTech has been one of the more heavily sold-off tech names.

That reflects a mix of factors, including valuation concerns and broader uncertainty around how AI could reshape parts of the software industry.

But when I look at the business, I still see an ASX 200 share building a truly global logistics platform. Its software is deeply embedded in customer workflows, which creates switching costs and supports recurring revenue.

I think that matters. Even if growth moderates or sentiment takes time to recover, the underlying platform continues to expand.

For investors willing to look beyond the short term, I think that could make the current environment more interesting.

REA Group Ltd (ASX: REA)

REA Group has also seen pressure, despite operating one of the most dominant digital platforms in Australia.

Its position in online real estate listings gives it a powerful network effect. Buyers and sellers naturally gravitate to where the activity is, which reinforces its leadership.

The property market can move in cycles, and that can influence short-term performance.

But I think the long-term story is more stable than that. REA has consistently found ways to grow revenue through pricing, product expansion, and increased engagement.

For me, that combination of market position and monetisation potential remains compelling.

Hub24 Ltd (ASX: HUB)

Hub24 is not always grouped with traditional tech names, but it shares many of the same characteristics.

It operates a platform used by financial advisers to manage client investments, and that platform continues to grow as more funds flow onto it.

What I find interesting is how that growth tends to build over time. As advisers adopt the platform, it becomes embedded in their processes. That creates a base of funds that is both recurring and scalable.

In a softer market, flows may slow at times. But as confidence returns, I think platforms like Hub24 are well positioned to benefit from renewed activity.

Foolish takeaway

Selloffs in the tech sector can feel uncomfortable, but they also tend to create opportunities.

The key, in my view, is focusing on businesses that still have strong underlying models, even if their share prices have come under pressure.

WiseTech, REA Group, and Hub24 all operate in different parts of the market, but each has characteristics that could support long-term growth.

For investors thinking beyond the current volatility, I think they could be great long-term investments.

The post The ASX 200 shares I think smart investors are buying after the tech selloff appeared first on The Motley Fool Australia.

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

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

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

Wesfarmers Ltd (ASX: WES)

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

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

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

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

Hub24 Ltd (ASX: HUB)

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

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

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

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

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

Codan Ltd (ASX: CDA)

Codan brings exposure to a different set of themes.

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

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

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

WiseTech Global Ltd (ASX: WTC)

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

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

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

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

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

Breville Group Ltd (ASX: BRG)

Breville adds a consumer-facing growth angle.

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

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

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

Foolish takeaway

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

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

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

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

We have all been there. There are thousands of listed companies, constant news flow, and no shortage of opinions about what to buy.

When I think about beginner investors, I try to keep things simple. Focus on businesses that are proven, easy to understand, and have a track record of delivering over time.

Here are three ASX shares that I think fit that description.

Wesfarmers Ltd (ASX: WES)

Wesfarmers is one of the clearest examples of a high-quality Australian business.

It owns well-known consumer brands like Bunnings, Officeworks, and Kmart, which generate consistent earnings and strong cash flow. These are businesses that people interact with regularly, which makes them easier to understand as an investor.

But what I like most is management's track record. Wesfarmers has shown over many years that it can allocate capital effectively, whether that is investing in existing divisions, expanding into new areas, or exiting businesses that no longer fit.

For a beginner, I think that kind of consistency and discipline is valuable from an ASX share.

ResMed Inc. (ASX: RMD)

ResMed offers something different. This is a global healthcare company focused on sleep and respiratory conditions, particularly sleep apnoea.

The opportunity here is large and long term. Millions of people around the world remain undiagnosed or untreated, and trends like ageing populations and increasing awareness of sleep health continue to support demand.

What stands out to me is how the business combines growth with quality. It is not just expanding. It is doing so with strong margins, solid cash flow, and a growing digital ecosystem that connects patients and providers.

For beginners, I think ResMed introduces exposure to global growth in a relatively understandable way.

Hub24 Ltd (ASX: HUB)

Hub24 brings in a different type of growth again. It operates a platform used by financial advisers to manage client investments. This is part of a broader shift toward digital wealth management.

The key driver here is scale. As more advisers use the platform and more client funds are added, the business can grow revenue while spreading its costs across a larger base.

That creates the potential for strong earnings growth over time.

It is a bit more complex than a retailer or healthcare company, but the core idea is straightforward. It is a platform that becomes more valuable as more money flows through it.

Foolish takeaway

For beginner investors, I think the goal should be to start with quality and keep things manageable.

I think Wesfarmers offers stability and a proven business model, ResMed provides exposure to long-term healthcare growth, and Hub24 adds a platform-driven growth story tied to structural changes in financial services.

Overall, I think they could be suitable starting points for a long-term portfolio.

The post 3 quality ASX shares to buy for a beginner investor appeared first on The Motley Fool Australia.

Markets have pulled back, sentiment has wobbled, and a lot of quality growth names are no longer trading at the same stretched valuations we saw not that long ago.

For me, that is typically when I start leaning in.

Here are three ASX growth shares I would be comfortable buying this month.

HUB24 Ltd (ASX: HUB)

What I like about HUB24 is that it sits right in the middle of a structural shift.

More Australians are moving toward financial advice platforms, and advisers are increasingly consolidating onto the providers that offer the best technology and user experience. HUB24 continues to win on both fronts.

The momentum here is hard to ignore. The company delivered record platform inflows in the first half and continues to take market share, with funds under administration climbing strongly.

But what stands out to me is the operating leverage.

As more funds flow onto the platform, the economics improve. Revenue grows, margins expand, and earnings can scale faster than costs over time.

This is exactly the type of business model I look for in a long-term compounder.

It will not be cheap on traditional metrics, but I think that reflects the quality of the growth on offer.

Codan Ltd (ASX: CDA)

Codan is one I think is often misunderstood.

Many investors still associate it primarily with metal detection, which has been a strong performer. But the real growth story, in my view, is the communications segment and its exposure to defence, security, and increasingly, drone and counter-drone technology.

The company's communications division is seeing strong demand from defence and unmanned systems, with revenue from the unmanned segment rising significantly and reflecting a broader structural shift in how conflicts and security operations are evolving.

That matters.

The world is becoming more complex from a geopolitical perspective, and technologies linked to drones, surveillance, and secure communications are becoming more important.

Codan sits right in that ecosystem.

What I like is that this is not a single-product story. It has multiple growth drivers across communications and metal detection, which helps diversify earnings while still benefiting from powerful tailwinds.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is one of those businesses that just keeps executing.

It does not always get the same attention as some of the higher-profile tech names, but I think it is one of the highest-quality software companies on the ASX.

What stands out to me right now is its confidence.

The company recently upgraded its guidance, expecting profit growth of 18% to 20% and strong recurring revenue expansion, driven in part by its continued push into AI-enabled products.

That tells me demand is strong and visibility is high.

I also like the consistency. This is a business that has built its reputation on delivering steady, reliable growth over long periods of time.

When you combine that with a SaaS model, high customer retention, and expanding global footprint, it starts to look like a classic long-term compounder.

Yes, it often trades at a premium. But I think that premium is earned.

Foolish takeaway

I think April could be a great time to selectively add growth exposure.

Volatility has created opportunities, but I am not necessarily looking for the cheapest stocks. I am looking for businesses with strong tailwinds, scalable models, and the ability to keep growing over many years.

HUB24, Codan, and TechnologyOne all tick those boxes for me.

The post 3 strong ASX growth shares I want to buy in April appeared first on The Motley Fool Australia.

Hub24 Ltd (ASX: HUB) and Netwealth Group Ltd (ASX: NWL) have slipped 12% and 15% respectively.

But zoom out, and the bigger picture hasn't changed. Australia's superannuation pool keeps growing. Advisers are consolidating platforms. And both companies are winning market share.

So, which one comes out on top right now?

Hub24: The growth rocket

This $7 billion ASX tech stock continues to impress.

Its 1H FY26 result was packed with momentum. Net inflows hit a record $10.7 billion. Revenue climbed 26% to $245.9 million. Even better, underlying net profit surged around 60% as scale kicked in.

Funds under administration reached $152.3 billion. And the company lifted its interim dividend by 50%.

That's serious growth.

But the real story is structural. Hub24 is benefiting from rising adviser adoption. More than 5,200 advisers now use the platform. And the shift toward platform monogamy — where advisers consolidate onto one provider — is playing right into its hands.

This is a business gaining share in a growing market.

The downside? Valuation.

The ASX fintech stock has had a huge run and trades on premium multiples. That leaves little room for disappointment. Fee pressure and competition from legacy players upgrading their platforms are also risks.

Still, analysts remain bullish. The team at Macquarie Group Ltd (ASX: MQG) recently upgraded the ASX tech stock to an outperform rating with a reduced price target of $92.25. That's a bit below the average 12-month price target of roughly $112.00, which points to a 39% upside at the time of writing.

Netwealth: The steady performer

Netwealth offers a slightly different story.

Its 1H FY26 result also impressed. Platform revenue rose 25%, and funds under administration hit a record $125.6 billion.

Growth remains strong.

But what really sets Netwealth apart is profitability. Its recurring fee model, high adviser retention, and sticky client base support stable margins and predictable cash flow. That's gold for long-term investors.

The company also increased its interim dividend by around 20%, reinforcing its appeal as a reliable compounder.

Risks? Similar to Hub24.

Competition is intense. Fee pressure is always a threat. And staying ahead in platform technology requires constant investment.

Still, Netwealth tends to trade at a more conservative valuation. It's not as explosive, but it's consistent.

Trading View data show that most brokers see the ASX tech stock as a buy or even a strong buy. They have set the average 12-month price target at $28.49, suggesting around 34% upside.

Foolish Takeaway

Both Hub24 and Netwealth are riding powerful tailwinds. They sit at the centre of Australia's platform shift, a space dominated by a handful of strong players.

Hub24 looks like the high-growth rocket. Strong inflows. Expanding margins. Rapid momentum.

Netwealth feels like the steady compounder. Profitable. Predictable. Built on sticky relationships.

Which is better? It depends on your style.

If you want faster growth and are comfortable with higher valuation risk, Hub24 stands out. If you prefer stability, recurring income, and a slightly more conservative profile, Netwealth may be the smarter pick.

Either way, both look well placed for the long term.

The post Hub24 vs Netwealth: Which ASX tech stock is the better buy now? appeared first on The Motley Fool Australia.

While that is disappointing for our portfolios, the short term pain could have created some compelling buying opportunities.

But which ASX 200 shares are buys? Let's take a look at five that Wilsons thinks have been oversold.

Wilsons says these ASX 200 shares have been oversold

Wilsons highlights that ASX growth shares and those linked to financial markets have undertaken a major de-rating.

This includes hearing solutions company Cochlear Ltd (ASX: COH), investment platform provider Hub24 Ltd (ASX: HUB), and investment management company Pinnacle Investment Management Group Ltd (ASX: PNI).

Wilsons points out that these ASX 200 shares are now trading on lower than average PE ratios despite having positive outlooks. It explains:

Growth stocks and companies with earnings leverage to financial markets have de-rated as bond yields have risen and risk assets weakened, creating selective opportunities on a medium-term view. Pinnacle (PNI) and HUB24 (HUB) trade below five-year average P/E multiples while retaining strong structural growth and offering meaningful leverage to an eventual equity market recovery. Cochlear (COH) trades at a decade-low P/E, with its Nexa product cycle supporting medium-term earnings acceleration.

What else?

Also catching the eye of Wilsons is Amcor (ASX: AMC). Its shares are trading close to 52-week lows despite having defensive qualities and being well-placed for growth from just the synergies of the Berry acquisition. It adds:

Cyclicals outside mining have also weakened on global and domestic growth concerns. We remain cautious on domestic cyclicals given a soft backdrop and RBA tightening but see more compelling opportunities offshore. Amcor (AMC), while arguably a defensive given its consumer staples end-market exposure, has been impacted by cyclical packaging demand concerns. However, it remains well positioned to deliver double-digit EPS growth from Berry synergies alone. On this basis, its single-digit P/E appears attractive.

Finally, Wilsons thinks copper miner Sandfire Resources Ltd (ASX: SFR) is an ASX 200 share that offers an attractive risk/reward following recent weakness in the mining sector. It commented:

The broader mining sector has sold off on cyclical growth concerns. While uncertainty remains elevated, miners appear well placed to rebound if the conflict de-escalates over the next few weeks. Within the sector, Sandfire Resources (SFR) offers an attractive risk/reward, supported by tight copper fundamentals, structural demand tailwinds, and valuation upside.

The post 5 oversold ASX 200 shares to buy according to Wilsons appeared first on The Motley Fool Australia.