The ASX 200 spent the entire session in red territory, and ended up closing with a 0.057% loss. That drags the index down to 8,724.4 points.

This rather uninspiring Tuesday session for the local markets comes after a more positive start to the American trading week up on the US markets last night.

The Dow Jones Industrial Average Index (DJX: .DJI) had a wild ride, but managed to pull off a win, gaining 0.091%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was a little more decisive, rising 0.42%.

But let's return to the ASX boards now and take stock of what the different ASX sectors were up to amid today's challenging trading conditions.

Winners and losers

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

When professional investors bet against a stock, they not only demonstrate their conviction but also send a signal to the market.

This week, three well-known ASX shares are attracting significant short interest.

Should investors be worried?

WiseTech Global Ltd (ASX: WTC)

WiseTech is down 43% year to date and 63% over the past twelve months.

The short sellers who have been betting against WiseTech shares have been richly rewarded in 2026.

According to the latest ASIC short position data, 7.93% of WiseTech shares are currently held as short positions, placing it among the more heavily shorted stocks in the ASX technology sector.

The bear case rests on three pillars.

First, the company announced it would cut approximately 2,000 jobs as part of a two-year AI-linked restructuring program, nearly a third of its total workforce, attracting union intervention and a Fair Work Commission claim.

Second, the Q3 FY2026 update confirmed that one-off integration costs related to the E2open acquisition would reach US$45 million to US$50 million in FY2026, materially compressing profit margins.

Third, analysts have cut the consensus full-year FY2026 EPS forecast as earnings forecasts have been revised downward following the integration cost blowout.

However, there is also a credible counter-argument in favour of WiseTech.

WiseTech's CargoWise platform is used by all of the world's top 25 global freight forwarders. The platform has high switching costs, giving strong future revenue visibility.

Bell Potter sees strong upside from current levels, and the business model continues to generate strong recurring revenue despite the near-term headwinds.

The bears may be right in the short term, but the long-term case is considerably harder to dismiss.

Cochlear Ltd (ASX: COH)

Cochlear shares are down 61% year to date, making the company one of the worst-performing large-cap ASX stocks in 2026.

The short sellers targeting Cochlear are betting that the April earnings downgrade marks the beginning of a more sustained deterioration. Today, 4.7% of outstanding shares are reported as being held short.  

Their case rests on two concerns.

First, the 30% guidance cut was driven partly by hospital capacity constraints and declining hearing aid referrals in developed markets, trends that could persist for several quarters.

Second, Morgans retained a hold rating and cut its price target to $107.17, while Macquarie slashed its target from $239 to $115, signalling genuine broker uncertainty about the recovery timeline.

Nevertheless, the bull case must also be considered.

Cochlear holds approximately 50% global market share in a market with just 3% penetration of an addressable patient population exceeding six million people in developed markets alone.

Jarden sees significant upside from current levels, and CEO Dig Howitt has been clear that surgeries are being delayed, not cancelled. He points specifically to short-term disruptors such as the conflict in the Middle East as an explanation for this trend.

Lendlease Group (ASX: LLC)

Lendlease shares crashed 6% yesterday after the company announced the sale of its Milano Santa Giulia development rights for $250 million. This translated into the booking of a $175 million post-tax operating loss.

The stock is down 55% over the past twelve months.

The short sellers (6.37% of total shares) have the most straightforward case of the three.

Lendlease is selling assets at material discounts to book value, recognising significant losses in the process. This raises questions about whether the remaining portfolio is also overvalued on the balance sheet.

Furthermore, each divestment removes future earnings potential, making it harder to see how the business rebuilds to a meaningfully larger earnings base in the medium term.

However, Lendlease management pointed to more than three billion dollars in liquidity and a Moody's investment grade credit rating, arguing the balance sheet can absorb the losses while the simplification strategy plays out.

Foolish takeaway

Short sellers are sometimes right, but they are rarely right forever.

WiseTech, Cochlear, and Lendlease each face real near-term challenges that justify some level of caution.

However, all three also carry longer-term qualities that suggest the current pessimism may be creating opportunities for patient investors willing to accept short-term volatility.

The post Short sellers are targeting these 3 ASX shares this week. Are they right? 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:

DroneShield Ltd (ASX: DRO)

The DroneShield share price is down 10.5% to $3.03. This is despite there being no news out of the counter-drone technology company on Monday. However, it is worth noting that there is optimism that the US and Iran will soon sign a peace deal. This could mean that investors are fearing that demand for DroneShield's products will soften.

Lendlease Group (ASX: LLC)

The Lendlease share price is down over 3% to $2.63. Investors have been selling the property developer's shares following the announcement of a divestment. The company has agreed a $250 million sale agreement for its MSG North development rights. However, this deal is expected to result in a $175 million post‑tax loss. Management notes that the transaction is part of Lendlease's ongoing capital recycling program, which is intended to release value tied up in long-dated and complex projects. Lendlease's CEO, Tony Lombardo, said: "The sale of the commercially challenged MSG North project is consistent with our strategy to reduce long-dated international development capital and simplify the Group."

Playside Studios Ltd (ASX: PLY)

The Playside Studios share price is down 30% to 16.5 cents. This has been driven by news that tech giant Meta Platforms (NASDAQ: META) is terminating its agreement for outsourced development contracts on the Horizon Worlds social platform. Management anticipates the revenue impact from the loss of this work will be approximately A$4 million in FY 2027. It said: "This is a counterparty decision and is not a reflection of the work PlaySide employees have delivered on an engagement that has consistently grown in value and scope since initial work began with Facebook in 2021. However, the loss of this work is a setback to the Company's External Projects pipeline, and rebuilding that pipeline is (and has been) the immediate priority. Over the past six months we have built out the Company's Business Development function from one person to four, significantly expanding the Company's reach with international clients, and that team is focused on the work ahead."

ResMed Inc (ASX: RMD)

The ResMed share price is down 7% to $26.63. This follows a sharp decline by the sleep treatment company's NYSE-listed shares on Friday night. There does not appear to have been any obvious company-specific catalyst for the weakness on Wall Street.

The post Why DroneShield, Lendlease, PlaySide, and ResMed shares are tumbling today appeared first on The Motley Fool Australia.

Lendlease shares closed on Friday trading for $2.72. In early morning trade on Monday, shares are swapping hands for $2.51 apiece, down 7.7%.

For some context, the ASX 200 is down 0.1% at this same time.

Here's what's happening.

ASX 200 stock sinks on $250 million asset sale

Lendlease shares are falling after the international property developer announced that it has entered an agreement to sell its ownership of the development rights to the Milano Santa Giulia mixed-use development, located in Italy.

The purchaser was reported to be local Italian developer, Bizzi & Partners.

The ASX 200 stock said the divestment is part of its ongoing capital recycling initiatives to simplify its portfolio.

The gross value of the transaction comes out to some $250 million. This includes $90 million in cash Bizzi & Partners will pay to acquire Lendlease's units in the Heartbeat Fund, which holds the development rights to the Milano Santa Giulia.

The buyer will also assume the project's debt of around $160 million, as well as funding future remediation and infrastructure works.

However, Lendlease shares look to be under pressure with the company noting that it is selling the development project at a significant discount to book value. Indeed, management expects the divestment to result in roughly a $175 million post-tax operating loss. That loss will be recognised within the ASX 200 stock's Capital Release Unit (CRU) for the 2026 financial year (FY 2026).

Despite the expected $175 million loss, the company said the sale of mixed-use development in Milan is consistent with its plans to divest its long-dated and complex projects. The sale also removes future capital obligations associated with the development and holding costs.

"The sale of the commercially challenged MSG North project is consistent with our strategy to reduce long-dated international development capital and simplify the group," Lendlease Tony Lombardo said.

Completion of the asset sale remains subject to certain conditions being met.

What other divestments has Lendlease been making?

Lendlease highlighted that it has a number of "major capital recycling transactions" underway. The ASX 200 stock aims to reach a contractual close or completion on a number of these transactions by 30 June.

Management said that Lendlease has "balance sheet flexibility to manage an orderly realisation of CRU asset sales balancing value realisation and speed of execution".

At the end of H1 FY 2026, the company reported more than $3 billion in liquidity.

With today's intraday slide factored in, the Lendlease share price is down 55.6% since this time last year, well behind the 3.5% 12-month gains delivered by the ASX 200.

The post Guess which ASX 200 stock is crashing 8% today on $250 million divestment news appeared first on The Motley Fool Australia.

What did Lendlease report?

• Entered a sale agreement for Milano Santa Giulia (MSG North) development rights in Milan for ~$250 million.
• Expected post-tax operating loss of approximately $175 million from the transaction, to be recognised in FY26.
• Gross proceeds include ~$90 million in cash and the assumption of ~$160 million in project debt by the purchaser.
• Lendlease maintains more than $3 billion in liquidity as at HY26.
• Moody's reaffirmed Lendlease's Baa3 investment grade credit rating with a stable outlook on 25 May 2026.

What else do investors need to know?

The transaction is part of Lendlease's ongoing capital recycling program, intended to release value tied up in long-dated and complex projects. While the sale is expected to result in an operating loss, it will also remove future capital obligations associated with MSG North's development and holding costs.

Lendlease has separately announced or completed about $2.9 billion in capital recycling within its Capital Release Unit since May 2024. Additional transactions are currently in advanced stages, and an update on progress is expected once there is more certainty around their completion by 30 June 2026.

What's next for Lendlease?

The company is focused on executing major capital recycling transactions, aiming to strengthen its balance sheet and simplify operations. Management says forthcoming updates will clarify the status of deals due to close or complete by the end of June.

Lendlease continues to balance maximising value and maintaining speed in asset disposals, drawing on the group's significant liquidity and investment grade credit rating to support orderly realisations in changing markets.

Lendlease share price snapshot

Over the past 12 months, Lendlease shares have declined 53%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post Lendlease reports $250m MSG North sale and FY26 loss appeared first on The Motley Fool Australia.

At the time of writing, the Lendlease Group (ASX: LLC) share price is up 2.31% to $3.10.

That gives shareholders some relief, but it does not change the bigger picture. Lendlease shares remain down more than 40% in 2026 and have fallen around 43% over the past year.

The latest buying appears to be tied to speculation around the property group's next Chief Executive.

Let's take a closer look.

CEO search heats up

The move comes after The Australian reported that Lendlease may be close to announcing its next CEO. Current boss Tony Lombardo is due to step down after the company releases its full-year results on 17 August.

According to the report, the search has not been straightforward.

The company has been looking for a new leader at a difficult time. Lendlease has been hit by weak returns, high debt, project writedowns, and investor frustration.

The Australian said Chief Investment Officer Penny Ransom had been viewed as a serious internal contender. However, the latest speculation points to a possible external candidate from Asia.

That would make sense in some ways. Lendlease has been pulling back from international construction, but it still wants to grow its investment platform across Australia and Asia.

A tough job awaits

Whoever gets the top job will takeover a company still trying to fix years of underperformance.

Lendlease reported a statutory loss of $318 million for the first-half of FY26. That included non-cash revaluations and impairments, while segment EBITDA came in at $204 million.

The company has been trying to simplify the business, sell assets, reduce risk, and recycle capital back into areas with better returns.

While there has been some progress, the half-year update showed $1.8 billion raised across Australian and Asian investment mandates.

But investors are still waiting for proof that the turnaround will lead to stronger earnings.

The company also needs to hold on to major funds management relationships, including the Australian Prime Property Funds (APPF) platform. The Australian reported that losing APPF could knock about 9% from net profit, based on analyst estimates.

Foolish Takeaway

Lendlease shares have had a rough run, and the latest CEO talk shows investors are watching the leadership change closely.

A new leader could help steady confidence. But the bigger issue is whether Lendlease can turn asset sales and cost cuts into better earnings.

The post Why this ASX property stock is rising despite a brutal 40% slide appeared first on The Motley Fool Australia.

Yesterday, investors reacted positively to news that the Strait of Hormuz could reopen amid a fragile ceasefire agreement. 

The S&P/ASX 200 Index (ASX: XJO) climbed 2.5% higher during Wednesday's trade.

This morning, however, it seems Aussie investors are cautious, as the market has held relatively flat. 

However, there have been ASX shares that seemingly missed the rally and remain close to 52-week lows. 

These 3 ASX shares remain down significantly from this time last year, along with updated outlooks from experts. 

Stockland Corp Ltd (ASX: SGP)

Stockland is a diversified property development company. The company is one of Australia's largest residential land and housing developers.

In 2026, it has fallen almost 30%, and is currently trading for approximately $4.04 today, close to a 52-week low. 

Interest rate rises have likely weighed on investor sentiment, but long-term prospects remain positive.

Outlooks from analysts and brokers indicate it could be a buy-low opportunity.

Macquarie currently has a buy rating on Stockland shares with a target price of $4.42.

Additionally, 9 analyst forecasts via TradingView have an average one-year price target of $5.34 on Stockland shares. 

Based on the current stock price of $4.04, these targets indicate potential upside of 9% to 31%. 

Endeavour Group Ltd (ASX: EDV)

Endeavour Group is an alcoholic beverages retailer, hotel operator, and poker machines operator spun off from Woolworths Group Ltd (ASX: WOW) in 2021. 

This ASX stock is hovering near yearly lows, having fallen more than 16% over the last 12 months. 

It is currently changing hands for approximately $3.28 per share. 

Despite being heavily sold off, experts are warning investors to stay away from this ASX stock. 

Recently, Morgans reinforced its hold rating on Endeavour Group shares, along with a $3.65 price target. 

Elsewhere, Investor Pulse has a sell recommendation on this ASX stock, as the broker said a tough first-half result could be just the beginning. 

Lendlease Group (ASX: LLC)

Lendlease Group shares have opened trading today down nearly 2%. 

The current share price of $3.24 is close to yearly lows, down 37% from this time last year. 

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

It is unsurprising that it has also suffered from interest rate hikes, as real estate shares have struggled across the board in 2026. 

In fact, the S&P/ASX 200 Real Estate Index (ASX: XRE) is down roughly 13% year to date. 

Despite the subdued sentiment, analysts' views suggest this ASX stock could be worth adding to your watchlist. 

6 analyst ratings via TradingView have an average one-year price target of $5.21 on Lendlease shares. 

This is approximately 61% higher than the current share price. 

The post Which of these ASX stocks near 52-week lows is worth buying? appeared first on The Motley Fool Australia.

ASX 200 shares soared 2.6% to an intraday peak of 8,804 points in morning trading on Tuesday.

Leading the market today are Guzman Y Gomez Ltd (ASX: GYG) shares, up 18%, and Nextdc Ltd (ASX: NXT), up 12%.

However, some ASX shares are bucking the trend.

Here are six stocks that hit 52-week lows today.

Sonic Healthcare Ltd (ASX: SHL)

Sonic Healthcare is one of several ASX healthcare shares trading at multi-year lows these days.

The sector faces multiple headwinds, including currency changes, US tariffs, and higher labour costs and other expenses.

The Sonic Healthcare share price fell to a decade-low of $18.88 today.

This ASX healthcare share has fallen 13% in the year to date (YTD) and 21% over the past year.

Ord Minnett has a hold rating on Sonic Healthcare with a 12-month share price target of $24.

Stockland Corp Ltd (ASX: SGP)

The Stockland share price fell to a 52-week low of $4.01 today.

Stockland shares are down 30% YTD.

In a separate article, my colleague Aaron has delved into the reasons this ASX property share has tanked in 2026.

Macquarie has just reiterated its buy rating on Stockland shares with a target price of $4.42.

Endeavour Group Ltd (ASX: EDV)

The Endeavour share price fell to a record low of $3.13 on Tuesday.

Endeavour shares have tumbled 14% YTD.

Citi recently downgraded this ASX consumer staples share to a hold rating.

The broker reduced its 12-month target from $4.30 to $3.70.

Atlas Arteria Group Ltd (ASX: ALX)

The Atlas Arteria share price fell to a nine-year low of $4.21 today.

Shares in the toll roads operator have fallen 13% YTD.

Last week, Morgan Stanley maintained its hold rating on Atlas Arteria shares.

The broker reduced its share price target from $5.06 to $4.96.

Lendlease Group (ASX: LLC)

The Lendlease share price dropped to an all-time low of $3.10 on Tuesday.

The ASX real estate share has fallen 39% in 2026.

Today, Macquarie reiterated its buy rating with a 12-month price target of $4.99.

Healius Ltd (ASX: HLS)

The Healius share price dropped to a record low of 51 cents today.

The ASX healthcare share has declined 43% YTD.

Goldman Sachs reiterated its sell rating on Healius shares last month.

The broker lowered its price target from 66 cents to 57 cents.

The post 6 ASX shares hitting 52-week lows amid today's market rally appeared first on The Motley Fool Australia.

Meanwhile, healthcare and technology have come under heavy pressure. 

However another sector perhaps undervalued and garnering less attention are ASX real estate shares. 

Four in particular that have dipped in 2026 include: 

• Lendlease Group (ASX: LLC) is down nearly 37%
• Lifestyle Communities Ltd (ASX: LIC) is down 18% since mid February
• Dexus (ASX: DXS) is down 14% year to date
• Centuria Industrial REIT (ASX: CIP) is down 10% year to date. 

Why have real estate shares dropped?

ASX real estate stocks have had a tough 2026, with the sector down significantly. 

The S&P/ASX 200 Real Estate Index (ASX: XRE) is down roughly 17% year to date. 

For context, the S&P/ASX 200 Index (ASX: XJO) has fallen roughly 4% in the same span. 

This has been driven by concerns about Australia's interest rate direction, high borrowing costs, and overall investor uncertainty. 

These factors have all weighed heavily on sentiment in 2026.

Can these shares bounce back?

Amongst the four companies listed earlier, there is reason for some optimism in the long term according to analysis from brokers. 

In a weekly REIT report from Bell Potter, the broker had a buy recommendation on Centuria Industrial REIT. 

Centuria Industrial REIT is a real estate investment trust that owns around four billion dollars of industrial properties. These include manufacturing facilities, distribution warehouses, and data centres.

It closed trading yesterday at $2.96. 

However Bell Potter has a price target of $3.60, indicating a 21% upside from current levels. 

There is optimism around this real estate stock on the back of significant rental growth potential and tailwinds from a growing population. 

Upside may be more tempered for Lifestyle Communities, which recently received a hold recommendation from Bell Potter.

Dexus and Lendlease to rebound?

Dexus is a major Australian property investor, developer, and manager. It has a large, high-grade office portfolio and a smaller industrial portfolio in Australasia.

It may attract investors looking for strong dividend history, as it has a reputation as a reliable passive income option. 

To go along with a 5% yield, analysts forecasts via TradingView also anticipate capital growth, with 9 analysts having an average one year price target of $7.28. 

That's a healthy 22% higher than yesterday's closing price. 

Finally, Lendlease is an international property development and construction business. 

After falling significantly to start the year, it could be a value play. 

The average price target amongst 6 analysts sits at $5.33. 

This is 63% higher than yesterday's closing price of $3.26, which is likely to excite investors.

The post Is now the time to jump on these ASX real estate stocks? appeared first on The Motley Fool Australia.

Treasury Wine Estates Ltd (ASX: TWE) and Lendlease Group Ltd (ASX: LLC) fell 4.2% and 3.1% respectively, sliding to fresh 52-week lows. Treasury Wine has lost 58% of its value over the past 12 months, while Lendlease has dropped 38% over the same period.

Now the big question is: Can these two ASX 200 shares stage a recovery?

Treasury Wine Estates: US and China headwinds

The ASX 200 share has been under pressure as weaker US demand for luxury wine weighs on sales. Elevated inventories and shifting consumer habits, including moderation trends and softer discretionary spending, have also created headwinds.

The company has additionally been navigating the after-effects of China's earlier tariffs on Australian wine. Although those tariffs have been removed, rebuilding brand momentum and distribution in China will take time.

Despite this, the ASX 200 wine share still owns globally recognised brands such as Penfolds. Management has also been pushing deeper into the luxury and premium segments, which typically deliver stronger margins.

If demand improves and the Chinese market continues reopening, the strategy could support a recovery in earnings over time.

Analysts remain divided on the ASX 200 share, with most of them sitting on the fence. The average 12-month price target is $5.41, implying a 31% upside from the current share price of $4.13.

Lendlease: Structural global property challenges

Meanwhile, Lendlease has been grappling with structural challenges across global property markets. Higher interest rates have pressured real estate valuations and made development projects more expensive to fund.

At the same time, the ASX 200 share has been undertaking a sweeping strategic reset, selling assets and simplifying its operations to reduce risk and strengthen its balance sheet.

Even so, Lendlease retains significant expertise in large-scale urban development, with projects spanning Australia, Europe, and the US. The company is also focusing on recycling capital and concentrating on markets where it believes it has the strongest competitive advantage.

If property markets stabilise and the restructuring delivers the intended efficiencies, the ASX 200 share could emerge leaner and better positioned for growth.

Despite the share price slump, analysts still see upside for the property stock if the restructuring delivers improved returns.

Broker forecasts currently place the average 12-month price target at around $5.30, implying potential upside of about 44% from recent levels if property markets stabilise.

Foolish Takeaway

Broker sentiment toward the two ASX 200 shares is mixed. Some analysts see value emerging after their steep share price declines, while others remain cautious until there is clearer evidence that earnings and market conditions are improving.

For investors with a long-term mindset, both Treasury Wine Estates and Lendlease could yet prove to be turnaround stories, but patience may be required before confidence fully returns.

The post Can these 2 ASX 200 shares bounce back after hitting fresh lows? appeared first on The Motley Fool Australia.

The question investors are asking now is whether the sell-off has created a buying opportunity.

REA Group: high quality digital ASX company

REA Group runs Australia's dominant property listings platform realestate.com.au and earns revenue primarily from agents paying for property advertising and premium listings.

Its strong market share and network effects have historically made it one of the highest quality digital businesses on the ASX.

The main strength of the S&P/ASX 200 Index (ASX: XJO) share is its pricing power. Even when property listings slow, the company has been able to offset weaker volumes by increasing advertising yields and selling premium products.

However, the ASX share faces several risks. Housing market activity directly affects listing volumes, and new competition has emerged after US property giant CoStar acquired rival Domain. Analysts are also watching whether the recent slowdown in listings persists.

Even so, brokers remain broadly constructive on the ASX share. The consensus 12-month price target sits around $218, suggesting potential upside of roughly 30% from the current level of $168.88.

Seek: global employment marketplace

Seek operates one of the world's largest online employment marketplaces, connecting jobseekers with employers across Australia, Asia, and Latin America. Its strong network effects and dominant brand in Australia are key strengths, giving the ASX share pricing power and a large base of recurring customers.

However, the business is cyclical. Hiring activity tends to slow when economic growth weakens, which can pressure job ad volumes and earnings. The ASX share has also faced profitability challenges recently, with earnings volatility and restructuring efforts weighing on investor sentiment.

Despite the share price drop, analysts remain broadly optimistic. The ASX share, that just dropped out of the ASX 50, carries a consensus strong buy rating. Analysts have set an average 12-month price target of about $25.51, which points to a possible gain of 55% from recent levels.

Lendlease Group: prestigious property developments

Lendlease is one of Australia's largest property and infrastructure groups. Its operations span development, construction, and investment management across Australia, Asia, Europe, and the United States.

The $2.6 billion ASX share has delivered major projects around the world and holds a large pipeline of urban regeneration developments. Its stamp is on Sydney's Barangaroo and London's prestigious Elephant & Castle redevelopment.

A key strength is its global development platform. Large mixed-use projects can generate significant long-term value as sites are developed and assets are sold or moved into investment vehicles.

The property company has also been simplifying its structure and selling non-core assets as part of a strategy to focus on higher-return development activities.

However, Lendlease remains exposed to the property cycle. Higher interest rates, construction cost inflation, and weaker real estate investment activity have all weighed on sentiment toward the sector. The company has also experienced earnings volatility in recent years as projects move through different development phases.

Despite price decline of the ASX share, analysts see potential upside if the restructuring strategy delivers stronger returns.

Broker forecasts currently place the average 12-month price target around $5.30 range. This implies a potential plus of 44% from recent trading levels if (property) markets stabilise.

The post 3 ASX shares down 30% (or more) to buy right now appeared first on The Motley Fool Australia.

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

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

Which ASX 200 shares are being dumped?

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

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

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

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

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

Which shares are joining the index?

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

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

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

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

What other changes are being made?

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

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

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

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

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

Lendlease Group (ASX: LLC)

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

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

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

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

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

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

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

Seek Ltd (ASX: SEK)

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

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

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

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

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

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

It seems brokers agree. 

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

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

Computershare Ltd (ASX: CPU)

Another ASX 200 stock trading below fair value is Computershare. 

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

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

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

It closed trading last week at $30.61. 

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

That indicates an upside of just over 18%. 

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

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

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

During Tuesday trading, Lendlease Group Ltd (ASX: LLC) tumbled to an all-time low of $4.11. It managed to finish the day a bit higher at $4.20, bringing the loss for the year to 19%.

Now investors are asking: has this ASX 200 share finally bottomed or is there further to fall?

From powerhouse to downfall

The ASX 200 real estate share dropped its half-year results for the six months to 31 December 2025 on Monday — and the market wasn't impressed. Lendlease posted a statutory net loss of $318 million, a sharp reversal that sent sentiment south.

Lendlease was once seen as a global force in urban regeneration, designing, building and managing landmark commercial and residential projects. Its stamp is on Sydney's Barangaroo and London's Elephant & Castle redevelopment.

But earnings downgrades, cost blowouts, project delays and higher interest rates have taken their toll. Over the past 12 months, Lendlease shares have fallen 33%. The ASX share is badly lagging the S&P/ASX 200 Index, which has climbed 8.8% over the same period.

Loss highlights reset

This latest loss reflects heavy investment property revaluations and impairments that dragged down the bottom line. Core operating profit after tax also slipped into the red, underscoring that the turnaround still has work to do.

That said, management has been busy reshaping the business — exiting international construction, simplifying operations and focusing on capital recycling. Leadership called the first half "transitional" and is pointed to stronger earnings in the second half and into FY27 as developments complete and capital is freed up.

Billions in the pipeline

Look past the headline loss and you'll find some green shoots. The Investments, Development and Construction (IDC) segment generated positive EBITDA, while the Australian construction business locked in $4 billion in new project work — a solid vote of confidence in its order book.

Lendlease also declared an interim distribution of 6.2 cents per share and cut net debt, sticking to its capital recycling playbook.

The board said it remains committed to returning surplus capital to securityholders, including through an on-market buyback. This will occur once there is more certainty that underlying gearing will be sustainably at 15%.

What next for Lendlease shares?

For investors, the question now is simple: can execution catch up with ambition?

At the time of writing, TradingView data shows analysts are split on Lendlease. Of the seven brokers covering the stock, four rate it a strong buy, two say hold, and one has a sell on the shares.

But here's the twist: even after the latest sell-off, every price target still points higher.

The average target price sits at $5.41, implying 28.7% upside over the next 12 months. If the most bullish $6.50 target proves accurate, investors could be pocketing a potential 55% gain from current levels of $4.20.

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Today's decline follows a sharp sell-off of the international property developer's shares yesterday after it posted its first-half FY26 results.

Since the announcement early on Monday morning, Lendlease shares have now fallen 10.13% to an all-time low. 

The current trading price also represents a 20.06% decline for the year to date and a 34.32% decline over the past 12 months.

What spooked investors in Lendlease's latest results?

The property and infrastructure group reported a statutory loss after tax of $318 million for the half year ended 31 December 2025. 

The loss, which includes non-cash negative investment property revaluations and impairments of $118 million primarily in the US, UK, and Singapore, is down from a $48 million profit for the half year for FY24.

Lendlease said the result has been driven by non-cash negative investment property reevaluations and impairments. 

Operating profit after tax (OPAT) was at a loss of $200 million, including profit of $87 million from its Investments, Development and Construction (IDC) division and a loss of $287 million from its Capital Release Unit (CRU).

The company also revealed that it had managed to reduce its net debt to $3.3 billion, which is down $0.1 billion on FY25. It also achieved group statutory gearing of 25.8% and available liquidity of $3.3 billion, which provides balance sheet flexibility.

The Board said it remains committed to returning surplus capital to securityholders, including through an on-market buyback. This will occur once there is more certainty that underlying gearing will be sustainably at 15%. It also assumes that previously stated preconditions have been met.

Lendlease also declared an interim distribution of 6.2 cents per share. This will be paid on 18th March, and the record date is 2nd March. 

Are Lendlease shares a buying opportunity or is it time to sell?

Analysts haven't confirmed or revised their position or target price on Lendlease shares following its results yesterday morning. But we might expect some movement in the coming days.

At the time of writing, TradingView data shows that analysts are divided about the outlook for Lendlease shares. Out of seven analysts, four hold a strong buy rating on Lendlease stock. Another two have a hold rating, and one analyst has rated the shares as a sell.

However, after the latest crash, all target prices imply an upside ahead for the shares, at the time of writing.

The average target price is currently $5.41 per share, implying a 30.40% upside over the next 12 months. If the maximum target price remains unchanged, then investors could be looking at a huge 56.82% upside to $6.50 a piece.

The post Are Lendlease shares a buy following its half-year results? appeared first on The Motley Fool Australia.

Lendlease reported its results for the half year that ended on 31 December 2025 on Monday. Investors were less than impressed after the property and infrastructure group reported a statutory loss after tax of $318 million.

Prestigious precincts

Lendlease was once considered a global powerhouse in property development and urban regeneration. The real estate group designs, builds, and manages large commercial, residential, and infrastructure projects.

Its fingerprints are on some of the world's most prestigious precincts, such as Sydney's Barangaroo and the Elephant & Castle redevelopment in London. A series of earnings downgrades, budget blowouts, delayed project deliveries, and rising interest rates have battered the company, Lendlease shares, and investors' sentiment.

Over the past 12 months, Lendlease shares have declined 30.5%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 9% over the same period.

Loss signals transition

The reported loss on Monday was a sharp swing from profit in the prior period as investment property revaluations and impairments weighed heavily on the bottom line. Core operating profit after tax was also negative, underscoring the challenges still facing the group's turnaround.

While the ASX 200 stock has lagged the broader market, the company has undergone a significant operational turnaround. Management exited international construction operations, simplified the business, and lifted distributions.

No surprise, management described the first half as transitional. It's signalling expectations for stronger earnings in the second half and into FY27 as project completions and development milestones come through.

Group Chief Executive Officer, Tony Lombardo, who will be stepping down in August, commented:

FY26 is a transitional year, with our core operating segments performing in line with expectation. We anticipate stronger Investments, Development and Construction earnings in the second half and into FY27. The Group continues to make considerable progress on its strategy with momentum building across its core operations. Our Development and Construction pipelines remain strong, and we are seeing continued growth in investor partnering and mandate activity.

Billions in pipeline

Despite the headline loss, there were encouraging operational points buried in the results. The Investments, Development and Construction (IDC) segment delivered positive EBITDA, and the Australian construction arm performed well, securing $4 billion in new project work.

Lendlease also declared an interim distribution of 6.2 cents per security and managed to reduce net debt, a key part of its capital recycling strategy.

While the results highlight the bumps in Lendlease's recovery path, the pipeline strength and capital management progress might give investors something to build on.

The post Lendlease shares hit fresh lows after reporting $318m loss appeared first on The Motley Fool Australia.

The company's Investments, Development and Construction segment delivered EBITDA of $204 million, with a strong showing from its Australian construction pipeline and $4.7 billion in new development projects secured.

What did Lendlease report?

• Statutory loss after tax of $(318) million (HY25: $48 million profit)
• Operating profit after tax (OPAT) of $(200) million, including $87 million from Investments, Development and Construction (IDC) and $(287) million from Capital Release Unit (CRU)
• IDC segment EBITDA: $204 million; IDC earnings per stapled security of 12.6 cents
• CRU segment EBITDA: $(284) million, reflecting write downs and transaction timing
• Interim distribution of 6.2 cents per security
• Net debt reduced to $3.3 billion; statutory gearing of 25.8%

What else do investors need to know?

Lendlease's CRU continues its capital recycling program, with $2.8 billion of asset sales announced or completed since May 2024 and a further $1.5 billion targeted in FY26. The company's Australian construction business performed strongly, securing $4.0 billion of new work and lifting backlog revenue to $8.0 billion, up 36% on the prior period.

In the Investments segment, funds under management remained stable at $48.7 billion, with $1.8 billion raised for new vehicles and mandates. The Group highlighted improved project performance and a reduction in corporate costs, with overheads 14% lower on the prior period as efficiency and cost-out programs continue.

What did Lendlease management say?

Group Chief Executive Officer, Tony Lombardo, said:

FY26 is a transitional year, with our core operating segments performing in line with expectation. We anticipate stronger Investments, Development and Construction earnings in the second half and into FY27. The Group continues to make considerable progress on its strategy with momentum building across its core operations. Our Development and Construction pipelines remain strong, and we are seeing continued growth in investor partnering and mandate activity. Our focus remains on driving long-term value creation for our securityholders, with enhanced earnings visibility from FY27, and a material reduction of net debt through further capital recycling.

What's next for Lendlease?

Lendlease maintains its FY26 guidance for IDC segment earnings per security at 28–34 cents, with second half earnings and transactional profits expected to be higher. No FY26 EPS guidance is provided for the CRU segment. The Group continues to prioritise strengthening its balance sheet, executing on capital recycling initiatives and further reducing net debt.

Key medium-term priorities include growing the Investments platform, restocking the Australian development pipeline, and targeting high-quality construction work. With $3.0 billion in announced or in-progress transactions, Lendlease expects enhanced earnings visibility, especially from major project completions in FY27 and FY28.

Lendlease share price snapshot

Over the past 12 months, Lendlease shares have declined 27%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post Lendlease half-year results: $318m loss, construction steady, capital recycling on track appeared first on The Motley Fool Australia.

What did Lendlease report?

• CEO and Managing Director Tony Lombardo to leave after five years in the role
• Succession plan initiated, with executive search firm engaged to find new CEO
• Strategic reset of the Group has been largely executed
• Focus remains on long-term value creation for people, customers, and securityholders

What else do investors need to know?

Lombardo, who has been with Lendlease for 18 years, will depart after overseeing a period of significant change. The Board says the strategic reset — including efforts to simplify the portfolio, restore the balance sheet, and position for future growth — is now "embedded".

Chairman John Gillam described FY27 as an "inflection point" for the business, suggesting that this is the right opportunity for new leadership. The transition process will prioritise stability, with Lombardo staying until August 2026 to support an orderly handover.

An international executive search firm has been appointed to identify the next Group CEO, with further updates to be provided to the market as the process unfolds.

What's next for Lendlease?

Lendlease is entering the next phase of its strategy, with FY27 signalled as a turning point for the Group. The company is aiming to build on its recent foundations and drive long-term growth.

Investors can expect more updates on the CEO search and further details on business execution as the leadership transition is managed across the coming 18 months.

Lendlease share price snapshot

Over the past 12 months, Lendlease shares have declined 29%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

View Original Announcement

The post Lendlease announces CEO succession as Tony Lombardo steps down appeared first on The Motley Fool Australia.

Catapult Sports Ltd (ASX: CAT)

Catapult is a global sports data and analytics company that provides real-time data to optimise athletes' performance. The tech company reported a 19% revenue uplift in FY25, and the business has actively expanded since through acquisitions. Catapult is quickly gaining traction, and its recurring subscriptions mean it benefits from customer retention. That translates to a higher and more stable margin. Analysts predict the shares could climb 103.86% to $7.77 this year.

AGL Energy Limited (ASX: AGL)

AGL shares collapsed in 2025 after weak earnings and conservative FY26 guidance. But the Australian energy business made some significant leaps in growth at the end of the year. It announced plans to buy new gas turbines in October to raise its capacity for renewable energy, and it sold its stake in Tilt Renewables, freeing up $750 million in funds. Now, the shares are considered attractively priced. Analysts expect an upside as high as 41.51% this year to $12.75 a piece.

Weebit Nano Ltd (ASX: WBT)

In October, the next-generation computer memory technology company said it had made an "exceptionally strong" start to the financial year. It revealed record quarterly customer payments and was advancing discussions with several semiconductor fabrication companies. It also received a $4.1 million research and development tax rebate. Weebit benefits from strong demand for its product, and with very few comparable companies, it is well-positioned to dominate the memory technology space. Analysts are tipping a 37.24% upside this year to $8.07 per share.

Lendlease Group (ASX: LLC)

2025 was an uncertain year for the development and construction business, but it looks like the ASX company could turn a corner in 2026. It has a strong development pipeline, capital recycling initiatives in place, and plans for cost savings. Analysts mostly have a strong buy rating on the stock and think it could climb up to $6.70 a piece. At the time of writing, that implies a 34.81% gain in 2026.

Droneshield Ltd (ASX: DRO)

Droneshield was the best performer on the S&P/ASX 200 Index (ASX: XJO) and one of the fastest-growing stocks on the planet in 2025, despite a sharp 74% sell-off from an all-time high in early October. For the year to date, the Australian shares have already recovered 25.53% of losses. We're still a long way from the all-time peak, but I'm confident that the company's strong 2026 growth strategy will continue to push the drone operator's shares higher this year. Analysts tip a 26.26% upside for the shares this year, to $5.

The post Top Australian shares to buy right now with $2,000 appeared first on The Motley Fool Australia.

One is quietly reshaping its future in property and development, while the other is quietly reshaping the online retail landscape.

Despite recent share price volatility, both companies have the potential to become long-term leaders in their respective sectors.

Let's take a closer look.

Lendlease Group

Lendlease has experienced a complex 2025 with the share price losing 20% ground. While the ASX 200 stock has lagged the broader market, the company has undergone a significant operational turnaround.

Management exited international construction operations, simplified the business, returned to profitability, and lifted distributions. Despite these improvements, macroeconomic headwinds have weighed on investor sentiment and the share price.

Yet in property, turning the corner matters and Lendlease appears to be doing exactly that.

FY25 marked a return to profit, alongside sharply higher distributions, signalling improving fundamentals. A strong development pipeline, disciplined capital recycling, and ongoing cost-saving initiatives position the business for its next phase of growth.

At the current share price of $5.05, analysts see meaningful upside. The average 12-month price target sits at $6.30, implying a potential gain of 25% from current levels.

Temple & Webster Group

Temple & Webster is Australia's leading online furniture and homewares retailer. The ASX growth share is built on a simple but powerful idea: enabling customers to furnish their homes without ever setting foot in a store.

More than just selling couches and lamps, the company is capturing market share in a category still shifting from bricks-and-mortar to online.

At the time of writing, Temple & Webster shares are trading at $12.78, rising 1.8% yesterday. However, zooming out reveals a different picture. The ASX 200 stock is down 42% over the past six months.

That pullback followed a sharp correction in late November, after a trading update showed sales growth had moderated following a blistering run earlier in the year. While the short-term reaction was severe, the longer-term fundamentals remain compelling.

In FY25, Temple & Webster returned to profitability after heavy losses in FY24. Revenue climbed more than 20%, net profit improved significantly, and the business remained debt-free with a strong cash position.

Importantly, active customers reached record levels — a key sign of brand strength and sticky demand.

The broker community has taken notice. Most analysts rate the stock a buy or a strong buy, with an average 12-month price target of $20.42, implying 60% upside. The most bullish forecasts suggest potential upside of more than 118%.

The post 2 ASX growth shares to snap up while they're still down appeared first on The Motley Fool Australia.