And it's a welcome change. Over the past month, the ASX stock is still down 18%. Stretch that to six months, and it's off a brutal 46%. Yet zoom out further, and the longer-term story is still impressive, with shares up 106% over the past year.

So what's behind today's surge?

Sentiment shift

There's no single headline driving the move. No major contract win. No fresh earnings upgrade. Instead, this looks like a classic sentiment shift and a reminder of just how quickly momentum can turn in high-growth ASX stocks.

Start with the broader market. Risk appetite has improved, and that tends to flow straight into more speculative, high-beta stocks like IperionX. When confidence returns, these ASX stocks are often the first to bounce and they don't move quietly. That's exactly what we're seeing today.

Brokers see upside ahead

Then there's the setup. After weeks of selling pressure, IperionX had been trading at heavily discounted levels. The recent pullback had taken some of the heat out of the ASX stock, resetting expectations and clearing out weaker hands.

Now, with no new negative news weighing on sentiment, buyers are stepping back in. And when they do, the moves can be sharp.

Trading View data show that all four analysts that follow the ASX stock rate it as a strong buy. They have set the average 12-month price target of $7.77, which suggests a 60% upside at current levels.

Powerful long-term themes

But there's also a bigger story underpinning the rebound. IperionX sits at the centre of several powerful long-term themes. The company is focused on titanium production and supply chains, positioning itself as a key player in critical minerals.

That puts it firmly in the conversation around defence demand, advanced manufacturing, and the push to secure domestic supply chains, particularly in the US.

That narrative hasn't changed. If anything, it continues to strengthen as governments and industries prioritise supply chain resilience and strategic materials. So when sentiment improves, investors are quick to revisit ASX stocks like IperionX that offer exposure to those themes.

Of course, it's not without risk. This is still a volatile, early-stage growth story. Price swings can be dramatic, and moves like today's can just as easily reverse if sentiment turns again. The company's long-term success depends on execution, scaling production, and turning potential into consistent revenue.

The Foolish bottom line?

Today's rally looks less like a fundamental shift and more like a sentiment-driven rebound after a heavy sell-off of the ASX stock.

But it also highlights something important. IperionX remains a high-conviction story for many investors. And when confidence returns, even briefly, the share price can move fast.

The question now is whether this is the start of a sustained recovery or just another bounce in a volatile ride.

The post Why is this temperamental ASX stock surging 11% today? appeared first on The Motley Fool Australia.

This jubilant hump day session for ASX shares comes after an even more euphoric morning on the American markets.

The Dow Jones Industrial Average Index (DJX: .DJI) was off to the races, gaining 2.49%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) put the turbocharger on though, exploding 3.83% higher.

Let's get back to the local markets now and see how today's gains filtered down into the different ASX sectors.

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

While that was bad, some ASX 200 shares posted even greater declines. Here's why these were the worst-performers on the index last month:

Iperionx Ltd (ASX: IPX)

The IperionX share price was the worst performer on the ASX 200 with a decline of 48.7% in March. Last month, the advanced materials company released its half-year report for the six months to 31 December 2025. IperionX revealed that it recorded a net loss of US$34.8 million for the period. This was much larger than the US$16.2 million loss reported in the prior corresponding period. Despite this heavy decline, IperionX's shares remain up 30% on a 12-month basis.

Northern Star Resources Ltd (ASX: NST)

The Northern Star share price was out of form and sank 35.8% last month. The main catalyst for this was the gold miner downgrading its production guidance for FY 2026 a second time. Northern Star revealed weaker-than-planned milling performance at the KCGM operation and reduced mining productivity across several operating areas. As a result, it now expects FY 2026 production to come in ~1.5 million ounces. This compares to its most recent guidance of 1.6 million to 1.7 million ounces, which was downgraded from 1.7 million to 1.85 million ounces.

Deep Yellow Ltd (ASX: DYL)

The Deep Yellow share price wasn't far behind with a decline of 33.7%. As well as broad weakness in the uranium industry, this may have been triggered by speculation that the company could soon launch a capital raising. However, Deep Yellow denied this will be the case. It stated: "Deep Yellow Limited notes the media speculation on 4 March 2026 regarding a potential capital raising. In response to the report, Deep Yellow confirms the Company is not undertaking a capital raising at this time."

Regis Resources Ltd (ASX: RRL)

The Regis Resources share price was a poor performer and tumbled 31.9% in March. This was driven by significant weakness in the gold price during the month. The precious metal came under pressure after surging oil prices sparked fears of rising inflation and higher interest rates. The latter are bad for the gold price as they boost Treasury yields, which reduces the appeal of gold as a safe haven asset.

The post These were the worst-performing ASX 200 shares in March appeared first on The Motley Fool Australia.

After starting deep in red territory this morning, the ASX 200 dropped as low as 8,379 points during intra-day trading before wrapping up at a flat 8,461 points. That puts the index down 0.65% for the session today.

This rather bleak Monday for ASX investors came after an even more turbulent end to the American trading week on Saturday morning (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) was hit hard, dropping by a nasty 1.73%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared even worse, falling by a horrid 2.15%.

But let's get back to this week and our local markets, and check out the damage to the different ASX sectors inflicted by today's market drop.

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

The company's shares are down a massive 22.62% to $4.07, leaving the stock more than 40% lower over the past week.

Let's take a closer look at what appears to be driving the sell-off.

ASX queries sharp share price fall

The Australian Securities Exchange (ASX) issued a price query after the company's shares dropped rapidly in recent sessions.

In response, IperionX said it was not aware of any undisclosed information that could explain the fall in its share price.

The company confirmed it remained compliant with ASX listing rules and had no additional market-sensitive information to release.

That response suggests the sell-off is not linked to a new announcement or previously undisclosed development.

Investors take profits after recent results

Instead, the sharp decline appears to be driven by investors offloading shares following the company's latest results, which were released last week.

IperionX's share price had rallied strongly in recent months, climbing to a high above $7 earlier in March before reversing quickly in the days following the report.

Since then, the stock has recorded multiple double-digit daily losses, with heavy trading volumes indicating significant selling pressure.

The company's shares were down 14.29% on Thursday, then fell another 14.05% on Friday, extending the decline into Monday.

Government support and titanium supply progress

Despite the recent share price volatility, IperionX continues to advance projects aimed at building a domestic US titanium supply chain.

The company recently confirmed that the US Department of War had obligated the final US$4.6 million of funding under the Industrial Base Analysis and Sustainment (IBAS) program. This funding supports the development of a domestic US titanium supply chain.

Separately, the US Government transferred approximately 290 metric tonnes of high-quality titanium alloy scrap to IperionX at no cost.

The material is expected to provide roughly 1.5 years of titanium feedstock for the company's current scrap-processing capacity.

IperionX also announced that it had received a US$3.3 million prototype purchase order from a major German defence company, Rheinmetall. The order is for the production of titanium components for US Army applications.

Foolish bottom line

With its share price having surged earlier this year, the company's latest results appear to have prompted profit-taking from investors.

This has triggered a sharp reversal in the stock.

Whether the selling pressure continues will depend on how quickly IperionX can convert its government partnerships into larger commercial agreements.

The post Why the IperionX share price just crashed 22% today appeared first on The Motley Fool Australia.

At the time of writing, the IperionX share price is down 16.81% to $5.94.

Despite the heavy sell-off, the stock is still up about 6% in 2026 and remains well above where it traded a year ago.

So, what has triggered such a big reaction from investors?

A deeper loss in the latest results

According to the company's half-year report for the 6 months to 31 December 2025, IperionX recorded a net loss of US$34.8 million.

This widened significantly from the US$16.2 million loss reported in the prior corresponding period.

The increase was largely driven by higher spending across several areas. Much of this relates to developing titanium production technology and scaling operations.

Research and development expenses came in at around US$10.8 million, reflecting ongoing work on IperionX's proprietary titanium manufacturing processes.

Exploration and evaluation costs also rose to US$3.3 million, linked to progress on the company's Titan Critical Minerals Project in Tennessee.

Meanwhile, corporate and administrative costs increased to roughly US$16.1 million, as the company expanded its operations and workforce.

Heavy investment in titanium production

Management says the spending reflects a major build out of its titanium manufacturing capabilities in the United States.

IperionX is developing technologies aimed at producing low-cost, low carbon titanium metal using recycled scrap titanium and domestically sourced minerals.

During the period, the company continued ramping up activity at its titanium manufacturing campus in Virginia, which is expected to scale production significantly in coming years.

The company also highlighted progress on its plan to expand production capacity to around 1,400 tonnes per year by 2027.

In addition, IperionX continues working toward a definitive feasibility study (DFS) for the Titan Critical Minerals Project. This project could provide a large domestic source of titanium, zircon, and rare earth minerals.

Strong government backing and new orders

Despite the larger losses, the company pointed to several strategic milestones during the period.

One key highlight was ongoing support from the US government, which is funding efforts to build a secure domestic titanium supply chain.

IperionX has previously been awarded funding and contract opportunities worth up to US$99 million through the US Department of War.

The company also secured a prototype purchase order worth US$300,000 linked to a defence program involving advanced titanium components.

Management believes these partnerships could open the door to significantly larger commercial contracts in the future.

What's next for IperionX?

IperionX is still in the development phase, so losses are expected as it invests heavily in technology and production capacity.

However, management's long-term strategy is ambitious.

The company aims to become a leading US producer of high-performance titanium components. It is targeting production of more than 10,000 tonnes per year by 2030.

Whether the company can successfully scale production and achieve those goals will be something to watch closely.

The post This ASX stock just plunged 16% today. Here's what spooked investors appeared first on The Motley Fool Australia.

By the time the markets closed this Wednesday, the ASX 200 had risen by another 0.59% after staying in green territory all session, leaving the index at 8,743.5 points. 

This happy hump day for the local markets comes after a nervous morning over on Wall Street.

The Dow Jones Industrial Average Index (DJX: .DJI) was volatile, but ended up closing 0.072% lower.

Things were a bit better for the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC), though, which overcame its own shakiness to finish 0.0051% higher.

But let's get back to the Australian share market now and see what was happening amongst the various ASX sectors today.

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

This tentatively positive session for the local markets comes after a bullish morning on Wall Street.

The Dow Jones Industrial Average Index (DJX: .DJI) recovered well, despite an initial dip, gaining 0.49%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) did even better, enjoying a 1.29% rise.

But let's get back to ASX shares now and dig a little deeper into what was going on amongst the various ASX sectors this session.

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

By the time trading wrapped up this session, the ASX 200 had fallen a horrid 1.34%, leaving the index at 9,077.3 points.

This rather calamitous drop for the ASX comes after a far calmer morning over on Wall Street to kick off the American trading week.

The Dow Jones Industrial Average Index (DJX: .DJI) had a volatile session but closed 0.15% lower.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was luckier, managing to close 0.36% higher.

But let's get back to the local markets now and take stock of how today's nasty falls affected the various ASX sectors this session.

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

By the time trading wrapped up today, the ASX 200 had given up a morning lead to close down 0.041%. That small drop leaves the index at 9,022.3 points.

This miserly session for the ASX follows an even nastier start to the American trading week on Wall Street in the early hours of this morning.

The Dow Jones Industrial Average Index (DJX: .DJI) was crushed, dropping 1.66%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared slightly better, but still lost 1.13% of its value.

But let's return to the local markets and take stock of how the different ASX sectors fared amid today's tough trading conditions.

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

IperionX Ltd (ASX: IPX)

Titanium metal and critical materials company, IperionX, recently said it plans to ramp up production with the goal of becoming America's largest and lowest-cost titanium powder producer. 

The company recently received a prototype purchase order valued at US$300,000 from American Rheinmetall. The order is for the production of 700 lightweight titanium components destined for US Army heavy ground combat systems.

IperionX also recently received the final US$4.6 million tranche of funding under a previously announced US government award. The funding comes through the US Department of War's Industrial Base Analysis and Sustainment program, which aims to strengthen domestic supply chains for critical materials.

Analysts are bullish on the company's shares, with a strong buy consensus rating for IperionX. The maximum target price is $11.03, which implies a potential 84.69% upside at the time of writing.

South32 Ltd (ASX: S32) 

The prices of copper, silver and gold have reached all-time highs this year, and the momentum has driven South32's shares toward a multi-year high earlier this month. The miner has also posted strong financial results over the past six months and solid production figures. 

Last month, the miner announced that it had exceeded expectations for first-half production. Overall, the results were ahead of consensus, and investors were thrilled.

I don't think the good news will stop there either. In fact, I think South32 could outpace mining giant BHP this year.

South32 shares are tipped to rise up to 11.83% from the current share price, to $5.22 a piece.

Xero Ltd (ASX: XRO)

Xero's "sticky" subscription-based model, high retention rate and active product expansion make it a great contender for growth this year.

The ASX business is still early in its global expansion, too. If it can crack the US market and become more dominant while maintaining its position and revenue in other markets, its earnings could surge as well.

Despite the company's operating revenue, net profit and cash flow continuing to rise, its share price has dived recently as investor confidence struggles to pick back up. Concerns about AI and the company's US Melio acquisition dented sentiment last year. But I think the latest share price decline is a fantastic opportunity for investors to buy the stock cheaply.

In fact, I'm quietly confident that Xero shares could double in value in 2026, or go even higher. Analysts are mostly bullish on the shares and expect an upside of up to 200.55% this year, at the time of writing, to $233.73.

The post The 3 ASX shares I'd buy and hold into 2026 appeared first on The Motley Fool Australia.

The good news is that even among investor uncertainty, some ASX 200 stocks are still catching analyst attention.

Here are four ASX 200 stocks which are tipped to climb another 70% to 80%, or higher, this year.

Iperionx Ltd (ASX: IPX)

Titanium metal and critical materials company, Iperonix, was one of the ASX 200's best-performers in January. The company recently revealed that it has received a prototype purchase order valued at US$300,000 from American Rheinmetall. Iperonix also recently confirmed plans to ramp up production with the goal of becoming America's largest and lowest-cost titanium powder producer. Analysts are bullish on the company's shares and have a strong buy consensus rating for Iperionix. The maximum target price is $11.03, which implies a potential 83.76% upside at the time of writing.

ARB Corp Ltd (ASX: ARB)

ARB shares came under heavy pressure late last month after the 4WD accessories giant released its half-year trading update. The company's unaudited sales revenue slumped 1% on the prior period, and aftermarket sales dropped 1.7%. But it looks like the shares are now trading below fair value, and analysts are optimistic that we'll see a turnaround this year. The maximum target price is $42.25, which implies that the shares could increase 73.44% this year, from the share price at the time of writing.

Capricorn Metals Ltd (ASX: CMM)

Capricorn Metals posted record cash flow and production for the second quarter of FY26. The ASX 200 gold mining stock also benefited from support from the latest gold price rally. The company has some expansion plans in the pipeline too, meaning it's well-placed to capture an uptick in gold demand this year. Analysts are bullish on its shares. The maximum target price is $24, which implies a potential 81.75% upside at the time of writing.

Generation Development Group Ltd (ASX: GDG)

GDG posted consistently strong financial performance and earnings growth in 2025. Both return on equity and earnings growth have outpaced the industry average over the past year. Last month, the company posted record earnings and inflows for the December quarter, and it looks like the strong run of financial results will continue into 2026, too. Analysts are very bullish on the ASX 200 financial stock and tip an upside as high as 84.72% for the shares this year, to $8.46 a piece.

The post These 4 ASX 200 stocks could jump another 70% to 80% in 2026 appeared first on The Motley Fool Australia.

Life360 Inc (ASX: 360)

Life360 shares have dropped another 5.94% on Wednesday, to $26.94 a piece. The latest decline means the shares are now down over 50% from their peak in October last year, and for the year-to-date, Life360 shares have fallen 17.01%.

There hasn't been any price-sensitive news out of the business today, which suggests the latest daily decline is down to broad tech market weakness, dwindling market sentiment and potentially investors taking gains off the table.

But I think the new share price presents a great opportunity for investors to buy the tech stock at a discount. Its latest quarterly update in late January was well ahead of guidance and forecasts. Life360 said it continues to see strong user acquisition and monetisation in both its core US and fast-growing international markets. The company expects more growth this year, too.

Analysts are mostly bullish on the shares' outlook this year, with some tipping a target price as high as $49.69 over the next 12 months. That implies an 84.45% upside at the time of writing.

Iperionx Ltd (ASX: IPX)

Iperionix shares closed 0.44% higher on Wednesday afternoon at $6.82 per share. For the year-to-date, the ASX materials share has already climbed 17.79%

The titanium metal and critical materials company was one of the best-performing stocks on the ASX index in January, after it received a prototype purchase order valued at US$300,000 from American Rheinmetall.

Late last month, the company said it would ramp up production in order to become America's largest and lowest-cost titanium powder producer. And I'm optimistic that this growth will keep building through 2026, and that the company's share price will follow suit.

Analysts are equally bullish and have a strong buy consensus rating on its shares. The maximum target price is $11.03, which implies a potential 61.67% upside at the time of writing.

Electro Optic Systems Holdings Ltd (ASX: EOS)

EOS shares are a compelling option for investors seeking exposure to global defence stocks. The ASX shares have dropped 7.59% to close at $7.56 a piece on Wednesday. The latest decline represents a 24.22% fall for the year-to-date.

The shares have fallen sharply since late January, dropping over 30% within the last two weeks alone. It looks like investors locked in their gains late last month, and then the sell-off has continued into February after speculation that the company might move its headquarters and stock market listing from Australia to Europe to capitalise on rapidly rising defence spending across the region.

But I still think there is plenty of potential left for the Aussie defence stock, and I'm confident it'll continue to benefit from surging demand for exposure to the defence sector amid ongoing geopolitical volatility. With that in mind, the current share price looks like a bargain.

The shares remain a strong buy among investors, with a maximum target price of $12.72. That implied a potential 68.25% upside at the time of writing. 

The post 3 ASX shares I'd buy with $10,000 today appeared first on The Motley Fool Australia.

While this was positive, some ASX 200 shares rose significantly more. Here's why these were the best performers on the index in January:

Deep Yellow Ltd (ASX: DYL)

The Deep Yellow share price was the best performer in January with a gain of 54%. This was driven by the release of a solid quarterly update and improving sentiment in the uranium sector. For similar reasons, fellow uranium producers Paladin Energy Ltd (ASX: PDN) and Boss Energy Ltd (ASX: BOE) rallied strongly in January. They recorded gains of 44% and 33%, respectively.

Codan Ltd (ASX: CDA)

The Codan share price was on form and raced 34% higher in January. This metal detector and communications products company's shares jumped following the release of a trading update. Codan revealed that it expects to report a 29% increase in revenue to $394 million for the first half of FY 2026. And thanks to margin expansion, its profit after tax is expected to grow at the even quicker rate of 52% to at least $70 million. This strong growth was underpinned by "outstanding results achieved by the metal detection business and ongoing strong performance in the communications segment."

Iperionx Ltd (ASX: IPX)

The Iperionx share price wasn't far behind with a gain of 31% during the month. A catalyst for this was news that the titanium metal and critical materials company received a prototype purchase order valued at US$300,000 from American Rheinmetall. The order is for 700 lightweight titanium components for US Army heavy ground combat systems. IperionX's CEO, Taso Arima, said: "This purchase order demonstrates the practical application of IperionX's recycled titanium technologies on important U.S. ground combat platforms. As the only domestic producer of commercial primary titanium, IperionX is uniquely positioned to support domestic defense priorities with secure, low-carbon, and cost-competitive titanium products manufactured entirely in the United States."

South32 Ltd (ASX: S32)

The South32 share price was on form and raced 30% higher in January. This was driven by the release of the mining giant's first half update. South32 revealed a 3% increase in alumina production, a 2% lift in aluminium production, and a 58% jump in manganese production. The miner's CEO, Graham Kerr, said: "We continued to deliver consistent operating results, with FY26 production guidance maintained across our operated assets and first half operating unit costs tracking in line with guidance."

The post These were the best-performing ASX 200 shares in January appeared first on The Motley Fool Australia.

What did IperionX report?

• Equipment for titanium powder and component production fully commissioned at the Virginia Titanium Manufacturing Campus
• Manufacturing capacity expansion on track, with target of 1,400 tons per annum (tpa) by 2027
• Initial sales orders received from Carver Pump and American Rheinmetall for titanium components
• US$47.1 million US Department of War grant fully obligated, aiding expansion plans
• US$65.8 million in cash at quarter-end, with US$46.5 million in grant funding still available
• ISO 9001 quality certification achieved for manufacturing operations

What else do investors need to know?

The company has commenced building inventory for mass distribution, including a range of titanium fasteners for commercial and U.S. military customers. IperionX continues advanced prototyping for industries like defense, electronics, automotive, and oil & gas, highlighting growing commercial activity.

Progress was also made at the Titan Critical Minerals Project in Tennessee. Backed by U.S. Government interest and funding, IperionX aims to help address the nation's supply gap for critical minerals, including heavy rare earths and titanium needed in defence and clean energy applications.

Federal Government support remains a key pillar, with the U.S. transferring around 290 tons of titanium scrap to IperionX at no cost, securing feedstock for about 1.5 years at current capacity.

What's next for IperionX?

IperionX plans to scale titanium production to 1,400 tpa by 2027, targeting market leadership as America's largest and lowest-cost titanium powder producer. Additional presses and furnaces arriving in 2026 will support this capacity ramp-up.

The company is also piloting next-generation, continuous titanium production technology, aiming for completion in 2026. Meanwhile, a Definitive Feasibility Study for the Titan Critical Minerals Project remains on schedule, with completion targeted for mid-2026.

IperionX share price snapshot

Over the past 12 months, IperionX shares have risen 90% outperforming the S&P/ASX 200 Index (ASX: XJO), which has risen 5% over the same period.

View Original Announcement

The post IperionX ramps up titanium production, secures US government support 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.

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

The IperionX share price is up 3.92% to $7.68 in early morning trade, and has now surged around 50% over the past month.

That rally reflects growing investor confidence following today's announcement, which ties the company directly into US Army supply chains.

Let's unpack what was announced.

A defence order that could open doors

IperionX revealed it has received a prototype purchase order valued at US$300,000 from American Rheinmetall. The order is for the production of 700 lightweight titanium components destined for US Army heavy ground combat systems.

The company said the initial order has the potential to lead to a significantly larger agreement if the prototype work is delivered successfully.

The components will be manufactured in the United States using 100% recycled titanium feedstock. Production will rely on IperionX's patented hydrogen-assisted metal technologies, which are designed to deliver high-performance titanium at lower cost and with lower emissions than conventional methods.

Why titanium for defence is important

Replacing steel with titanium offers compelling advantages for modern military vehicles. According to IperionX, titanium components can deliver weight reductions of around 40% to 45% per component. That can reduce overall vehicle weight by hundreds of kilograms, depending on the design.

Lower vehicle weight improves acceleration, agility, operational range, and survivability. It also reduces ground pressure, improving mobility over soft or uneven terrain. As armoured vehicles add more protection and counter-drone systems, managing overall weight is becoming more important.

A defence tailwind worth watching

IperionX says it is currently the only domestic US producer of commercial-scale primary titanium metal. Titanium is designated as a strategic and critical material by the US government, reflecting long-standing reliance on overseas supply chains that the US is now working to reduce.

This order directly supports US priorities to reshore critical materials, cut dependence on offshore suppliers, and expand domestic manufacturing using recycled inputs.

Chief Executive Anastasios Arima said the purchase order demonstrates the application of IperionX's recycled titanium technologies on key US ground combat platforms. He also highlighted the company's positioning as a secure, low-carbon, US-based supplier.

Foolish Takeaway

The share price has already moved quickly, so some short-term volatility would not be surprising. But this announcement shows IperionX is starting to secure defence customers, which helps explain why the stock is now on more investors' radars.

The post Up 50% in a month. Why this ASX stock's latest US defence deal has investors paying attention 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.

Australia's benchmark index is up roughly 1% since the start of the new year. 

Two ASX 200 stocks I have my eye on are ARB Corporation Ltd (ASX: ARB) and IperionX Ltd (ASX: IPX). 

These two companies have experienced very different starts to the year. 

However it appears both may be trading below fair value. 

Here's what experts are saying. 

ARB Corporation Ltd (ASX: ARB)

This ASX 200 company is Australia's largest designer, manufacturer, and distributor of four-wheel-drive and light commercial vehicle accessories.

The company has carved a niche with aftermarket accessories including bull bars, suspension systems, differentials, and lighting.

Its stock price has tumbled more than 11% for the year to date. 

This week alone, the company has seen its share price fall 12% on the back of its half-year trading update.

It appears investors were heavily selling after the company reported Australian aftermarket sales declined 1.7%. 

The Motley Fool's Aaron Teboneras reported yesterday this result reflected softer demand for key vehicle models and ongoing fitting capacity constraints.

Perhaps even more concerning was that ARB expects to report underlying profit before tax of approximately $58 million for the half year. 

This represents a 16.3% decline compared with the prior year.

However, it wasn't all bad news. The company also reported export sales had increased 8.8%, with US market sales up 26.1%. 

This ASX 200 company is now trading close to its 52-week low, which could be an attractive entry point for value investors.

TradingView has an average one year price target of $41.34. 

This indicates more than 45% upside from yesterday's closing price. 

IperionX Ltd (ASX: IPX)

It has been a very different year for IperionX. 

The low carbon titanium developer has seen its share price soar almost 20% since the start of the year. 

This has been fuelled by key contract wins amidst the United States' push to strengthen the defence-related supply chains for critical materials.

Despite the emerging tailwinds, this ASX 200 stock still sits 20% below its 52-week high.

It also experienced a slight dip yesterday, dropping more than 2%. 

Analysts insights suggest it has the potential to keep rising. 

Back in December, broker Bell Potter said the company has the potential to disrupt the incumbent titanium supply chain through materially lowering production costs and manufacturing waste. 

The broker has a speculative buy recommendation along with a price target of $9.25. 

This indicates a further upside of 33.29% from yesterday's closing price. 

Meanwhile, TradingView estimates suggest the stock price could rise a further 37%. 

The post Should you buy the dip on these ASX 200 stocks? appeared first on The Motley Fool Australia.