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.

The post Can this ASX 200 share fall any further after reaching a new all-time low? appeared first on The Motley Fool Australia.

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.

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

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

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

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

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

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

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

These are called REITs. 

How did real estate stocks perform last year?

ASX real estate stocks performed modestly in 2025. 

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

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

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

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

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

Is there value for these real estate stocks?

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

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

Its stock price fell more than 37% last year. 

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

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

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

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

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

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

Its share price fell more than 16% last year. 

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

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

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

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

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

At the time of writing, the ASX 200 stock is up 3.5% to $5.23.

Why is this ASX 200 stock rising?

Investors have been buying the property developer's shares this morning after it announced a major contract win.

According to the release, the ASX 200 stock has secured the Sydney Metro Hunter Street West Over Station Development, which also includes construction of the new metro station beneath the site.

The project will see Lendlease deliver a 52-storey premium commercial tower on the corner of George Street and Hunter Street in the heart of Sydney's CBD.

Known as the West Tower, the building is expected to achieve a 6 Star Green Star rating and will feature up to 58,000 square metres of commercial office space and around 1,000 square metres of retail space.

It is fair to say that the scale of the project is significant. Lendlease estimates the West Tower will have a gross end value of approximately $2.2 billion, while the associated station construction contract is valued at around $1.5 billion.

Construction is targeted to commence in FY 2027, with completion expected in 2032. It notes that this aligns with the planned opening of the Hunter Street metro station.

Future earnings boost

Management highlighted that the project will contribute meaningfully to Lendlease's future earnings profile.

The group expects to receive development management and performance fees, as well as construction income, and noted that the development has been structured in a capital-efficient manner. Encouragingly, returns from the project are expected to be above the group's cost of equity, reflecting Lendlease's disciplined approach to new opportunities.

The ASX 200 stock's CEO, Tony Lombardo, said:

Growth momentum is building across our core segments. Securing the Hunter Street Over Station Development and 175 Liverpool St residential development during 1H FY26, we have added ~$5 billion to our Australian Development pipeline year to date. The award of the Hunter Street contract has resulted in ~$4 billion of new Construction work being secured in the first half.

Following strong progress to simplify the Group, our focus remains firmly on strengthening our balance sheet and developing opportunities for growth across our Australian operations and international investment management platform.

The Hunter Street win also represents another step in rebuilding Lendlease's Australian development pipeline. The company revealed that the project contributes to a goal of securing more than $10 billion of new opportunities in FY 2026, adding to an already secured pipeline of $10 billion.

In addition, Lendlease is progressing discussions on several other major projects, including the RNA Showgrounds redevelopment in Brisbane, which is set to host the Athletes' Village for the 2032 Olympic Games, and a large residential metro development in Melbourne.

The post Guess which ASX 200 stock is rising on $3.7b contract win appeared first on The Motley Fool Australia.

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

ASX 200 expected to fall

The Australian share market looks set to fall on Wednesday despite a decent night of trade on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 16 points or 0.2% lower this morning. In late trade in the United States, the Dow Jones is up 0.2%, the S&P 500 is up 0.4%, and the Nasdaq is up 0.5%.

Oil prices rise

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 0.75% to US$58.45 a barrel and the Brent crude oil price is up 0.6% to US$58.45 a barrel. Traders were buying oil in response to geopolitical risks.

Lendlease update

Lendlease Group (ASX: LLC) shares will be on watch on Wednesday after the real estate developer announced that it has grown its Development and Construction pipelines. The company revealed that it has secured the Sydney Metro Hunter Street West Over Station Development, which includes construction of the metro station. The project includes development of a 52-storey premium commercial tower on the corner of George Street and Hunter Street in the Sydney CBD that will be delivered by Lendlease. It estimates that the gross end value will be ~$2.2 billion for the West Tower and ~$1.5 billion for construction of the station. The project is targeted to commence in FY 2027 and complete in 2032. This is in line with the station's planned opening.

Gold price storms higher

ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a strong session on Wednesday after the gold price stormed higher overnight. According to CNBC, the gold futures price is up 1.1% to US$4,517.6 an ounce. The precious metal hit a new record high amid increased demand for safe haven assets.

Buy Fenix shares

Bell Potter thinks that Fenix Resources Ltd (ASX: FEX) shares are in the buy zone. This morning, the broker reiterated its buy rating on the iron ore miner's shares with an improved price target of 70 cents. It said: "FEX continues to grow its portfolio of low capital mining assets, leveraging its integrated logistics networks to underpin cash flows for growth and shareholder returns. The company holds the largest storage position at the strategic and fastgrowing Geraldton Port. The expanded FEX-SMC agreement provides a clear pathway to 10Mtpa iron ore production at significantly lower unit costs."

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

Xero Ltd (ASX: XRO)

Xero shares closed 0.017% lower on Monday, at $115.62 a piece.

Investors have reacted cautiously to the company's latest FY26 interim results in November. And they're still recovering from news of Xero's US$2.5 billion acquisition of US-based Melio in July. 

But analysts think investors have overreacted. Macquarie previously said it thinks the market has it wrong on Xero shares. It said that its newly acquired Melio business is performing on track. Meanwhile, the team at UBS have said it is positive on Xero's medium term growth outlook and believes the current share price is an "attractive buying opportunity".

TradingView data shows analysts are very bullish on the stock. The maximum target price is $229.73 which implies the shares could jump 98.7% in 2026.

Droneshield Ltd (ASX: DRO)

Droneshield shares jumped 7.91% higher at the close of the ASX on Monday, at $3.00 a piece. For the year to date they've surged 300%!

The AI drone operator has captured investor attention this week after it released an update on its governance review.

Its shares have been under considerable pressure. From its US CEO resignation to employee share sell-offs and even an accidental ASX release, Droneshield shares have attracted a lot of not-so-positive attention. 

But it looks like the tide is about to turn. Analysts have a strong buy rating on the ASX stock and think they could climb up to $5.00 a piece. That's a 66.7 potential upside at the time of writing.

Lynas Rare Earths Ltd (ASX: LYC)

Lynas shares closed 2.38% higher on Monday at $12.84 a piece. Over 2025 the shares have jumped 91.12%

Shares in the miner have soared this year and have ridden the wave of booming demand for rare earths materials. But a new agreement between the US and China to ease tariffs and postpone export controls for a year dampened the share price in November. The deal helped alleviate fears of supply chain disruptions, an issue that had previously driven the Lynas valuation sky-high. 

Going forward, analysts are divided about the stock. TradingView data shows 7 out of 16 analysts have a buy or strong buy rating on the shares. The maximum target price is $29.50, and if this comes to fruition, this implies the shares could jump 136.38% higher in 2026.

Lendlease Group (ASX: LLC)

Lendlease unveiled a binding agreement to sell a 40% interest in The Exchange TRX retail mall and full 60% interest in the adjacent office tower for ~$400 million on Monday, which caused a share price spike.

At the close of the ASX on Monday the shares were 1.4% higher at $5.06 a piece. However over 2025 the shares have dropped 18.91%.

It's been an uncertain year for the development and construction business but it looks like the ASX company is turning a corner for 2026. It has a strong development pipeline, capital recycling initiatives in place, and plans for cost savings.

Analysts mostly have a buy rating on the stock and think they could climb up to $6.74 a piece. At the time of writing that implies a 33.2% upside for the ASX stock in 2026.

Metcash Ltd (ASX: MTS)

Metcash shares ended 0.61% higher on Monday afternoon, at $3.30 each. For the year so far the shares are 5.42% higher, and they look set to climb much higher.

The shares have suffered a huge 15% crash over the past month after investors were unimpressed with its FY26 half year result.

Analysts are confident the business can turn it around for 2026 though. Most have a buy rating on the stock and the maximum target price is $4.70. This implies the shares could climb as high as 42.425 over in 2026

The post 5 magnificent ASX stocks that can make you richer in 2026 appeared first on The Motley Fool Australia.

What did Lendlease report?

• Binding agreement to sell a 40% interest in The Exchange TRX retail mall and full 60% interest in the adjacent office tower for ~$400 million
• Lendlease retains a 20% interest in the retail mall and 60% stakes in the adjoining hotel and residential land plots
• Targeting $2 billion in capital recycling from the CRU during FY26
• Net debt reduction target: 15% Group gearing by the end of FY26, excluding hybrid benefit
• CRU expected to post a loss in 1H FY26 due to transaction delays and higher holding costs

What else do investors need to know?

Lendlease's $400 million sale to Malaysia's Valiram Family Office forms part of a broader push to recycle capital and strengthen its balance sheet. The transaction—which is still subject to financing and third-party approvals—is expected to complete in the second half of FY26.

The company continues to pursue exclusive negotiations for the sale of its remaining share in Keyton, with further ~$1 billion in CRU asset sales in progress. However, delays in transaction timing mean anticipated cash inflows of ~$1 billion, initially expected in the first half, are now forecast for the second half of FY26.

On the back of these delays, Lendlease expects higher than previously forecast gearing in 1H FY26, reaching the mid- to high-30% range (excluding a 7% hybrid securities benefit to statutory gearing).

What did Lendlease management say?

Lendlease Group CEO Tony Lombardo said:

We are pleased to announce further progress on our capital recycling initiatives, with $400 million to be released from the high quality Exchange TRX retail mall and office assets.

We continue to be highly active on capital recycling, with more than $3 billion of transactions underway for the second half of the financial year. This includes $2 billion of announced or advanced stage capital recycling initiatives across our segments.

What's next for Lendlease?

Lendlease says it remains focused on its ~$2 billion capital recycling target from the CRU in FY26, including asset disposals already announced and ongoing sales processes. The group has also flagged significant planned capital expenditure on growth projects like One Circular Quay and Victoria Harbour, which are expected to deliver more than $1 billion in proceeds upon settlement in FY27.

No specific earnings guidance has been provided for the CRU segment for FY26. Management is balancing speed of execution with achieving value for shareholders as it completes these transactions.

Lendlease share price snapshot

Over the past 12 months, Lendlease shares have declined 20%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

View Original Announcement

The post Lendlease unveils $400m TRX sale and FY26 capital recycling update appeared first on The Motley Fool Australia.