After a downbeat start to trading this morning, investors regained confidence after lunchtime, and ended up sending the ASX 200 up a healthy 0.6% by the time the markets closed. That leaves the index at 8.974.8 points.

This happy Tuesday for the local markets comes after the more nuanced start to the American trading week that we saw play out last night (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) was in a good mood, gaining a solid 0.51%

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) wasn't so fortunate, though, dropping 0.18%.

But let's return to the Australian markets now and take stock of how the different ASX sectors navigated today's trading.

Winners and losers

Despite today's buoyant showing from the broader market, we still had a few corners that went backwards.

Leading those losers were gold stocks. The All Ordinaries Gold Index (ASX: XGD) was punished today, slumping 1.51%.

Broader mining shares were on the nose too, with the S&P/ASX 200 Materials Index (ASX: XMJ) dipping 1.36%.

Our other red sector today was utilities stocks. The S&P/ASX 200 Utilities Index (ASX: XUJ) saw its value slide 0.06% lower this session.

It was all smiles everywhere else though. Leading the charge higher were consumer discretionary shares, evidenced by the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)'s 2.68% surge.

Communications stocks also had a day to remember. The S&P/ASX 200 Communication Services Index (ASX: XTJ) roared 2.55% this Tuesday.

Healthcare shares were in that ballpark too, with the S&P/ASX 200 Healthcare Index (ASX: XHJ) soaring up 2.26%.

Energy stocks recovered from an early slump. The S&P/ASX 200 Energy Index (ASX: XEJ) ended up banking a 1.6% improvement.

Consumer staples shares saw decent demand, illustrated by the S&P/ASX 200 Consumer Staples Index (ASX: XSJ)'s 1.31% jump.

We could say the same for tech stocks. The S&P/ASX 200 Information Technology Index (ASX: XIJ) lifted 1.2% this session.

Real estate investment trusts (REITs) didn't miss out either, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) leaping up 1.13%.

Financial shares ran hot as well. The S&P/ASX 200 Financials Index (ASX: XFJ) advanced 1.19% today.

Finally, industrial stocks didn't miss out on the positive sentiment, as you can see by the S&P/ASX 200 Industrials Index (ASX: XNJ)'s 0.43% rise.

Top 10 ASX 200 shares countdown

Energy stock Viva Energy Group Ltd (ASX: VEA) was our best share on the index this Tuesday. Viva stock rallied 8.61% this session to finish at $2.65.

This jump came after the company delivered a well-received earnings update to investors.

Here's how the other winners landed their planes: 

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

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

Both have fallen by more than 20% over the last year; however, new analysis from Bell Potter suggests they could offer value right now. 

Here's what the broker had to say. 

Light & Wonder a monster discount

Light & Wonder develops technology-based products and services, along with associated content.

In yesterday's report, the team at Bell Potter highlighted that conditions may be favourable for the company over the next 12 months. 

The American Gaming Association reported an overall improvement in conditions for gaming operators and suppliers. Notably, 63% of the surveyed gaming executives expected growth in capital investment over the next 6-12 months, a substantial increase on prior surveys. Further, a net positive of 60% and 20% of Suppliers expected growth in replacement and expansion sales, respectively. Overall, these results leave us less concerned with operator capex spend in CY26.

The broker believes the ASX 200 stock offers compelling value at 9 times EV/EBIT(A), given its growth metrics.

Hub24 a compelling option 

Hub24 is a diversified financial services business. The company's core platform segment develops and provides an administrative services platform to financial advisers, stockbrokers, accountants, and their clients.

Bell Potter provided fresh guidance on the company after it released quarterly results yesterday. 

As reported by The Motley Fool team, the company announced record net inflows of $18.9 billion in FY26, up 20% on the prior comparable period (pcp), and total funds under administration (FUA) hitting $164.3 billion, up 20% on pcp.

Overall, Bell Potter said HUB24 delivered a solid quarter, even though growth slowed a little.

The underlying business remains healthy, superannuation growth is improving, and Bell Potter still sees HUB24 as being on track for solid long-term growth.

Class is improving, with superannuation net inflows growing as a share, and boosting the result. The addition of retirement income streams (TAL) should support this trend and the result leaves FY27 target parts intact.

How much upside is there for these ASX 200 stocks?

In yesterday's reports, the team at Bell Potter retained its buy recommendations for both ASX 200 stocks. 

The broker has a price target of $110 for Hub24 shares. 

This indicates an upside potential of just over 35% for the ASX 200 stock. 

Meanwhile, it has a price target of $190 on Light & Wonder shares. 

This indicates an upside of nearly 72% for the gaming company. 

The post These ASX 200 stocks are tipped to rise up to 71% – Expert appeared first on The Motley Fool Australia.

The companies profiled are from across the spectrum of listed companies, and in the case of the highest profile company, it's from overseas.

Let's check that one out first.

Space Exploration Technologies Corp (NASDAQ: SPCX) 

Shares in SpaceX plunged 5.4% over the weekend to be changing hands for US$123.99, well below the company's initial public offer price of US$135, and a far cry from levels higher than US$200 the stock visited in the days following its listing.

Despite the recent share price weakness, analysts are almost ubiquitous in their belief that the shares will trade higher, and UBS is one of those, with a share price target of US$210.

The investment thesis is based on the fact that SpaceX is an early and dominant player in the space sector, and that it has the chance to use that dominance to advance its other business units.

Currently, the company's space and AI divisions are not turning a profit, while its Starlink connectivity division is.

Fot its part, UBS believes SpaceX has "an unparalleled set of assets with a multifaceted return profile and multiple drivers of upside for long term, risk tolerant investors''.

Hub24 Ltd (ASX: HUB)

Morgan Stanley has included Hub24 in its small-mid cap ideas list, saying in a note to clients that a broader sell-off in Australian technology growth stocks has pushed its share price lower.

Morgan Stanley says Hub24 has "delivered industry leading net flows and funds under administration growth as well as operating leverage in recent periods, yet has underperformed its closest peers'', which are Netwealth Ltd (ASX: NWL), Praemium Ltd (ASX: PPS), and AMP Ltd (ASX: AMP) on a year-to-date basis.

The broker said they believed the Federal Budget created more demand for financial advice and increased relative tax advantages for superannuation, which would benefit Hub24.

Morgan Stanley has a price target of $120 on Hub24 shares compared to $84.95 at the time of writing.

Wisetech Global Ltd (ASX: WTC)

Bell Potter says while there has been a tech rally "of sorts" on the ASX over the past couple of months, Wisetech did not gain during this time.

This was possibly due to negative press around the company's founder Richard White, they said, "and risk around both the FY26 result and FY27 guidance and whether each meets market expectations''.

They added:

In our view, however, these negatives will start to dissipate over the coming months and indeed have already commenced with the appointment earlier this month of Raelene Murphy to Chair which we regard as a positive move. We also believe the company will achieve its FY26 guidance when it reports next month – albeit with some risk around revenue but this should be made up by the margin – and the FY27 guidance will meet expectations following downgrades by the sell-side (ourselves included) over the past few months.

Bell Potter has a price target of $71.75 on Wisetech shares compared to $33.88 at the time of writing.

Light & Wonder Inc (ASX: LNW)

Jarden has released a research note on Light & Wonder ahead of its results release and says it expects the results to be broadly in line with consensus estimates.

The broker says customer demand has remained resilient in the US, and despite ongoing macroeconomic uncertainty, this should continue.

Jarden says it likes both Light & Wonder and Aristocrat Leisure Ltd (ASX: ALL), but it has a "strong preference" for Light & Wonder on valuation grounds.

The broker has a price target of $182 on the company's shares compared to $112.34 at the time of writing.

The post 4 ASX share tips from 4 brokers, for returns better than 40% appeared first on The Motley Fool Australia.

The ASX 200 didn't record a gain for the day, though. It didn't record a loss either. Instead, it ended the day exactly where it started. Yep, the index was completely flat this Tuesday, moving precisely 0.00% and finishing at 8,808.5 points, where it was 24 hours ago. A rare occurrence indeed.

This fascinating result for the local markets followed a decisively negative night to kick off the American trading week on Wall Street, though.

The Dow Jones Industrial Average Index (DJX: .DJI) wasn't in a good mood, dropping 0.26%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared even worse, falling 1.55%

But let's return to ASX shares now and take stock of how the different ASX sectors navigated this Tuesday's tepid trading conditions.

Winners and losers

As you may expect, we had a fairly even break between winners and losers this session.

Leading the latter were real estate investment trusts (REITs). The S&P/ASX 200 A-REIT Index (ASX: XPJ) was hit hard today, tumbling 1.64%.

Consumer staples shares didn't hold their value either, with the S&P/ASX 200 Consumer Staples Index (ASX: XSJ) tanking 0.81%.

Financial stocks also had a rough time. The S&P/ASX 200 Financials Index (ASX: XFJ) retreated 0.54%.

Industrial shares were on the nose too, illustrated by the S&P/ASX 200 Industrials Index (ASX: XNJ)'s 0.47% slide.

That's it for the red sectors though, so let's get to the winners. Leading said winners were energy stocks. The S&P/ASX 200 Energy Index (ASX: XEJ) rocketed 1.98% this Tuesday.

Utilities shares were in demand as well, with the S&P/ASX 200 Utilities Index (ASX: XUJ) soaring 1.37%.

Mining stocks ran hot, too. The S&P/ASX 200 Materials Index (ASX: XMJ) surged 0.67% by the closing bell.

Healthcare shares were right behind that, as you can see by the S&P/ASX 200 Healthcare Index (ASX: XHJ)'s 0.66% jump.

Gold stocks were also in that ballpark. The All Ordinaries Gold Index (ASX: XGD) leapt 0.62% higher this session.

Consumer discretionary shares came next, with the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) advancing 0.39%.

Communications stocks got out ahead as well. The S&P/ASX 200 Communication Services Index (ASX: XTJ) lifted 0.21% today.

Finally, tech shares were lucky to come out intact, evident by the S&P/ASX 200 Information Technology Index (ASX: XIJ)'s 0.07% bump.

Top 10 ASX 200 shares countdown

Gaming technology company Light & Wonder Inc (ASX: LNW) took out this Tuesday's top spot. Light & Wonder shares vaulted 7.98% higher today to finish at $111.60 each. We dove into this jump earlier today.

Here's how the other winners pulled up at the kerb: 

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

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 gaming shares are changing hands at $112.57 a piece.

The rebound is good news for investors after the stock tumbled around 39% from an all-time high in early January. 

Despite the latest rebound, Light & Wonder shares are still down around 28% year to date and 24% below the trading levels seen this time last year.

What has happened to Light & Wonder shares today?

There hasn't been any price-sensitive news out of the company today to explain the latest increase, but Light & Wonder has posted an update to the ASX this morning, which could have helped reinvigorate investor confidence in the company's outlook.

The company announced that it plans to release its financial results for the Q2 FY26, ending 30 June, before the ASX opens on the 5th of August.

Also, as part of the announcement, the company reiterated its 2026 outlook and said it continues to expect mid-to-high single-digit growth and consolidated adjusted EBITDA growth for the year, despite broad macroeconomic uncertainty.

The company also confirmed it is committed to deleveraging its balance sheet toward the mid-point of its targeted net debt leverage ratio range during 2026, and to below 3.0x in the first half of 2027, subject to the continuation of share repurchases. 

Approximately US$180 million remains under its ongoing share repurchase program. 

Do brokers rate the ASX gaming stock as a buy, sell, or hold?

The experts are uniformly bullish about the outlook for Light & Wonder shares over the next 12 months. And it looks like we could see a huge upside ahead, even after today's share price spike.

Market Index data shows that brokers agree on a strong buy consensus on the stock, and the $192.75 target price implies a 72% upside ahead.

TradingView data shows that some experts are even more bullish. The majority (20 out of 23) have a buy or strong buy rating on the shares. Another three have a hold rating.

The average target price is a little lower, at $176.2, but it still implies a potential 57% upside ahead, at the time of writing. But some analysts forecast that Light & Wonder shares could rise by up to 99% to $222.79 over the next 12 months.

My view on Light & Wonder shares

Light & Wonder has been reshaping its business in recent years, focusing on recurring revenue and higher-quality earnings. If the company's next results are able to confirm that execution has continued improving and there is potential to build value over the long term, investor confidence and its share price could follow suit.

The post Why are Light & Wonder shares flying 9% higher today? appeared first on The Motley Fool Australia.

I've reviewed the reports coming out of the major broking houses and zeroed in on four from Canaccord Genuity, which profile companies that could do very well indeed.

Let's see which companies they like at the moment.

Bravura Solutions Ltd (ASX: BVS)

Shares in Bravura jumped last week after the company delivered a better-than-expected earnings update for the past financial year.

The company said revenue would be within its previously guided range of $280 to $285 million, but cash EBITDA would be about $77 million, compared with previous guidance of $69 to $73 million.

Managing Director Colin Greenhill said the company had "continued to manage costs well whilst investing in core technology and exploring new initiatives''.

Canaccord Genuity said in its note to clients they believed cost management was the key to the result.

They said:

With costs very tightly managed in the half, we believe this positions BVS well entering FY27. With the new financial year potentially having lower project work, in our view, given FY26 featured work on the Aware and Telstra Super merger (of which Aware has labelled as completed), the potential for lower FY27 project revenue seems to be well managed by the cost-base being tightly managed.

The broker has a $2.73 price target on Bravura shares compared to $2.17 at the time of writing.

Light & Wonder Inc (ASX: LNW)

Canaccord Genuity said a recent share price pullback has Light & Wonder shares trading near 12-month lows, "and offering valuation constructs not seen in recent years''.

They added:

In addition, a widening of the discount to Aristocrat Leisure (ASX: ALL) has been apparent in recent months at levels not far from historic peaks. We remain attracted to the LNW thesis and consider the business to have a solid medium-term growth profile.

The broker has a $182 price target on Light & Wonder shares compared to $102.78 at the time of writing.

Mesoblast Ltd (ASX: MSB)

This drug company recently reported its quarterly sales results for its flagship drug Ryoncil, notching up US$36 million for the quarter and US$115 million for the full year.

The company's Chief Executive Officer, Dr Silviu Itescu, said Mesoblast was anticipating continued revenue growth in the current financial year, "in line with momentum we are seeing across major U.S. paediatric centres''.

Canaccord Genuity said it viewed consensus estimates of US$180 to US$190 million in Ryoncil sales this year as ambitious, but still has a bullish share price target of $3.23, up from $2.34 at the time of writing.

Pantoro Gold Ltd (ASX: PNR)

Canaccord Genuity has a very bullish $4.20 share price target on this company, compared to the price of $2.04 at the time of writing, but stresses that this is a speculative buy for investors.

Pantoro missed production estimates for the June quarter, but Canaccord said the longer-term story was of interest.

PNR expects to release its 5-year production plan this quarter alongside its annual Resource and Reserve update, which we expect will incorporate the new high-grade underground zones being delineated by PNR's extensive ongoing growth program. We note PNR has reaffirmed its long-term growth target of up to 200kozpa of production.

This compares to the current guidance for FY27 of 90,000 to 105,000 ounces of gold.

The post 4 ASX shares which could improve by 25% to more than 100% appeared first on The Motley Fool Australia.

This includes legendary investors like Warren Buffett. 

But it doesn't take a mathematical genius to apply it to your own portfolio. 

The core ethos is simple: buy low and sell high.

You don't have to time it to perfection 

There are plenty of strategies you might consider for your portfolio. However, one of the benefits of value investing is that you don't need to time a purchase to perfection. 

All stocks go up and down, but when you apply a long-term strategy, there are instances where quality blue-chip companies fall too far, past fair value. 

This can happen even in the midst of real headwinds, and this is where value investors swoop in. 

It's important to be less concerned with getting the perfect valuation, but rather focus on identifying companies whose long-term prospects remain intact despite short-term setbacks. 

When the market overreacts to temporary challenges, it can push the share price well below what the business is really worth. For investors willing to look beyond the next quarter or even year, those periods can provide some of the best buying opportunities.

With that in mind, here are three blue-chips that are offering compelling value opportunities right now. 

Light & Wonder Inc (ASX: LNW)

Light and Wonder is one of the largest ASX consumer discretionary companies. 

It develops technology-based products and services, as well as associated content. It operates through the following segments: Gaming, SciPlay, and iGaming.

In 2026, its share price has fallen 30%, and now appears to be a long-term value option. 

It currently trades for around $107 per share. 

This is almost 90% below recent targets from Macquarie. 

Furthermore, 22 analysts offering a one year price target via TradingView have an average target of $179.09 on this blue-chip stock. 

That indicates roughly 66% upside from current levels. 

JB Hi Fi Ltd (ASX: JBH)

Another blue-chip discretionary stock that could be a value play is JB Hi Fi. 

The specialty retailer of home entertainment and home appliance products has seen its share price fall 27% over the last year. 

It currently is trading at approximately $78 per share. 

However, Bell Potter currently has a buy rating on JB Hi-Fi shares with a price target of $87.

Of 15 analysts forecasts via TradingView, the highest targets sit at $98 per share. 

These targets indicate an upside between 11% and 25%. 

CSL Ltd (ASX: CSL)

CSL is the largest ASX healthcare stock by market cap. 

This is despite its share price tumbling nearly 50% in the last 12 months. 

While the company faces ongoing sector headwinds, this could be a long-term value play, as the stock now appears oversold. 

The underlying business remains strong as CSL maintains its position as one of the world's largest plasma-derived therapies companies.

A recent target from Morgans indicates the share price is likely to recover in the long term. 

The broker has a buy rating and price target of $147.59 on this blue-chip stock. 

This indicates a 17% upside from current levels. 

The post 3 ASX blue-chip shares that could be strong long-term value plays appeared first on The Motley Fool Australia.

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

The best ASX growth shares are businesses that can keep expanding their markets, deepening customer relationships, and increasing earnings over many years.

Here are three ASX growth shares that could be worth considering.

Life360 Inc (ASX: 360)

Life360 could be an ASX growth share to buy for long-term wealth creation.

The company's app helps families stay connected through location sharing, safety alerts, driving reports, crash detection, and emergency support features.

That may sound like a simple consumer app, but the more interesting point is how embedded it can become in family life.

Parents use it to keep track of teenagers. Families use it to coordinate school runs, travel, late-night arrivals, and daily routines. Once a product becomes part of household behaviour, it can be difficult to replace.

Life360 also has a large freemium user base, giving it a pathway to convert more users into paying subscribers over time.

The company still needs to keep proving that it can grow profitably, expand average revenue per user, and build trust around privacy. But if it keeps turning everyday family safety into a paid digital service, it could have a very long runway ahead.

Light & Wonder Inc (ASX: LNW)

Light & Wonder is another ASX growth share with a global opportunity.

The company provides gaming content, technology, and systems for casinos, digital gaming operators, and social casino platforms.

While the US is its main market, a successful gaming title can travel across venues, jurisdictions, and digital channels. That gives Light & Wonder multiple ways to monetise its intellectual property rather than relying on one market alone.

The company also has exposure to the continued shift toward digital gaming. As more operators invest in online content and omnichannel experiences, Light & Wonder can use its game library and development capability across both physical and digital environments.

Gaming is a competitive industry and regulatory settings can vary by market. But a business with strong content, distribution, and technology can still create significant value if it keeps producing games that operators and players want.

Pro Medicus Ltd (ASX: PME)

Pro Medicus is one of the ASX's highest-quality growth shares.

Its Visage imaging platform helps hospitals and radiology groups view, manage, and distribute medical images quickly across large healthcare networks.

The business sits in a demanding part of healthcare, where speed, reliability, data handling, and workflow can directly affect how clinicians do their jobs. That gives Pro Medicus a strong market position.

Medical imaging volumes continue to rise, and healthcare providers need systems that can handle large files, integrate with complex environments, and support specialists working across different sites.

Pro Medicus has also shown that it can win major contracts in the United States, where large health systems have the scale to support meaningful long-term growth. I believe it can continue this trend long into the future given the quality of its offering.

The post 3 fantastic ASX growth shares to buy to build real wealth appeared first on The Motley Fool Australia.

Here are four of my top ASX 200 picks, and they're all tipped to climb higher over the next 12 months.

Light & Wonder Inc (ASX: LNW)

Tech-based gaming company Light & Wonder's share price climbed to an all-time high in early 2026. But they then crashed by 44% by early May after a disappointing FY25 result and a mixed first-quarter FY26 result.

The ASX 200 gaming company's share price has rebounded by around 20% since then, but it has barely made a dent in the losses suffered earlier in the year. Light & Wonder has been reshaping its business in recent years, focusing on recurring revenue and earnings improvement. If execution continues improving, it could continue to build value over the long term.

Brokers are bullish and unanimously rate the ASX 200 shares as a strong buy. They expect a 59% upside to $192.75 over the next 12 months, at the time of writing.

Guzman Y Gomez Ltd (ASX: GYG)

The Mexican-themed fast-food restaurant chain's shares hit a historic low in early April but have since rebounded by around 24%.

After multiple headwinds and sombre sentiment so far this year, Guzman Y Gomez shares look like they have finally changed course. The latest rebound comes on the back of news that the company closed its struggling US stores in late May. Instead, it plans to focus its business expansion on Asia and Australia. Its long-term goals remain intact, including plans to reach 1,000 restaurants in Australia and improve network EBITDA.

The majority of brokers rate the ASX 200 shares as a strong buy. They tip a 24% upside to an average $23.37 target price, at the time of writing.

WiseTech Global Ltd (ASX: WTC)

The ASX 200 tech stock has been in the spotlight in late June after media reports alleged that the Australian Federal Police is investigating founder Richard White over alleged trafficking matters. The company responded, saying that the investigation relates to White in a personal capacity and said that there is no suggestion of an alleged investigation into the company itself. But investors have still rushed for the exits. It's the latest of a long line of headwinds for the company over the past 12 months.

Nevertheless, I think WiseTech has a strong competitive advantage in the global logistics industry. I also think the company's future hinges on its FY26 results. If it manages to reach or exceed its upgraded guidance, I think we'll see a turnaround in investor sentiment.

Brokers are bullish, and most hold a strong buy rating. The average $72.39 target price implies a potential 152% upside over the next 12 months, at the time of writing.

West African Resources Ltd (ASX: WAF)

The ASX 200 gold miner has faced headwinds from higher mining costs and softer gold prices, and it's caused significant volatility in its share price so far in 2026. Investor sentiment has also dropped, and many have rushed to sell up their shares and rotate into larger, more stable assets instead.

However, the miner has posted record-breaking production results this year and raised its production guidance for FY26. The ASX 200 gold miner forecasts production of 430,000 to 490,000 ounces of gold, which implies production up to 63% higher than FY25.

Gold prices are forecast to rebound this year, which could hike the value of high-performing gold miners like West African Resources.

Brokers unanimously rate the ASX 200 gold miner's shares as a strong buy. The average $5.89 target price implies a potential 86% upside at the time of writing.

The post 4 ASX 200 shares I'd buy before the end of June appeared first on The Motley Fool Australia.

Meanwhile, the ASX 200 Index drifted 0.73% lower to finish at 8,764.2 points on Friday.

Economic data released last week suggests the Reserve Bank (RBA) may keep interest rates on hold for a while.

Unemployment fell 0.1% to to 4.4% and annual inflation dropped 0.2% to 4% in May, according to the Bureau of Statistics.

Commonwealth Bank of Australia (ASX: CBA) economist Ashwin Clarke said a 1.3% increase in household spending last month "surprised markets to the upside".

Analysts are pricing in an 81% chance that the RBA will keep interest rates on hold at the next meeting on 11 August.

This is why ASX 200 retail shares outperformed their peers last week.

Let's take a look at some individual company performances.

Consumer discretionary shares led the ASX sectors last week

The Wesfarmers Ltd (ASX: WES) share price rose 5.81% to finish at $90.74 on Friday.

Shares in gaming technology company Aristocrat Leisure Ltd (ASX: ALL) lifted 6.81% to $58.69.

The Lottery Corporation Ltd (ASX: TLC) share price rose 1.26% to $5.63.

The JB Hi-Fi Ltd (ASX: JBH) share price ascended 4.98% to $81.84 on Friday.

Guzman Y Gomez Ltd (ASX: GYG) shares increased 7.42% to $20.27.

Temple & Webster Group Ltd (ASX: TPW) shares ripped 8.64% to $6.16.

The Harvey Norman Holdings Ltd (ASX: HVN) share price rose 1.04% to $4.88.

Super Retail Group Ltd (ASX: SUL) shares finished the week steady at $13.12.

ASX 200 travel share Flight Centre Travel Group Ltd (ASX: FLT) managed a 0.52% lift to $11.99.

Shares in Premier Investments Ltd (ASX: PMV) rose 2.45% to $14.65.

Myer Holdings Ltd (ASX: MYR) shares rose 6.9% to close the week at 31 cents per share.

The Breville Group Ltd (ASX: BRG) share price inched 0.38% ahead to $31.43.

Not all ASX 200 retail shares followed the trend.

The Light & Wonder Inc (ASX: LNW) share price tumbled 13.68% to $110.78.

Eagers Automotive Ltd (ASX: APE) shares dropped 4.5% to $21.43 apiece.

Lovisa Holdings Ltd (ASX: LOV) shares eased 0.68% to $23.25.

ASX 200 market sector snapshot

Here's how the 11 market sectors stacked up last week, according to CommSec data.

Over the five trading days:

The post ASX 200 retail shares outperform on growing hopes interest rates have peaked appeared first on The Motley Fool Australia.

Shares in Aristocrat Leisure Ltd (ASX: ALL) have climbed approximately 6% over the past month, while Light & Wonder Inc (ASX: LNW) has surged around 13% over the same period. By comparison, the S&P/ASX 200 Index (ASX: XJO) has gained just 2.5%.

While both shares have clawed back some of their earlier-year losses, they still have significant ground to make up. Aristocrat remains roughly 33% below its 52-week high, while Light & Wonder is still sitting about 51% beneath its peak.

The question now is whether this latest rally in the two ASX shares marks the start of a sustained recovery or is merely a temporary bounce.

Aristocrat Leisure: Quality business, strong outlook

Aristocrat is one of the world's largest gaming technology companies, generating revenue through gaming machines, casino systems, and digital mobile games.

The ASX gaming stock has continued to benefit from the resilience of its land-based gaming operations and the growing contribution from its digital segment. Investors have also responded positively to management's focus on expanding its portfolio of premium gaming content and investing in long-term growth opportunities.

A key strength for Aristocrat is its market-leading position in gaming machines, particularly in North America, where it consistently ranks among the industry's top suppliers. The company also boasts a strong balance sheet and substantial cash generation, providing flexibility for acquisitions and shareholder returns.

However, risks remain. Consumer spending weakness, slower casino capital expenditure, and regulatory changes across gaming markets could all weigh on future earnings growth. Competition within the mobile gaming sector also remains intense.

Despite these challenges, brokers are incredibly bullish on Aristocrat's prospects. The majority maintain strong buy recommendations on the ASX 200 stock and believe its share price can continue moving higher over the next 12 months.

Consensus forecasts currently imply potential upside of around 26%, with the most optimistic target price sitting at $69.40 per share at the time of writing.

Light & Wonder: Recovery story gaining momentum

Light & Wonder operates across gaming machines, digital gaming content, and lottery services. The company has spent recent years transforming its business, streamlining operations, and focusing on higher-margin growth opportunities.

Investors appear increasingly confident that this strategy is delivering results. Recent gains in the share price have been supported by ongoing growth in gaming machine placements, strong performance from its digital division, and continued momentum within its lottery operations.

One of Light & Wonder's biggest strengths is its diversified business model. Unlike many gaming companies that rely heavily on a single segment, the ASX gaming stock benefits from multiple revenue streams across land-based and digital gaming markets.

The main risk facing investors is valuation sensitivity to earnings growth. Any slowdown in gaming demand or weaker-than-expected execution could quickly impact sentiment. Legal and regulatory developments also remain areas investors should monitor closely.

Nevertheless, brokers see substantial upside ahead. Macquarie recently set a $200 price target on the stock, while Bell Potter's latest 12-month target is $192 per share.

If Light & Wonder were to reach that target range over the next year, it would represent a gain of approximately 50% to 55% from current levels.

The post These ASX gaming stocks are rebounding. Is it for real? appeared first on The Motley Fool Australia.

Consumer staples shares weren't far behind, surging 7.62%.

Meanwhile, the S&P/ASX 200 Index (ASX: XJO) rose 2.07% to 8,804 points by Friday's close.

Experts are now predicting an eventual cut for interest rates due to crumbling consumer confidence and low GDP growth.

Consumer sentiment fell in May to one of its weakest levels ever in the 50-year history of the benchmark monthly survey.

Softer-than-expected inflation also enhances the case for rates to be kept on hold or cut at some point.

Annual headline inflation fell to 4.2% in April, down from 4.6% in March, according to Bureau of Statistics figures.

On Friday, the ASX 200 rallied 1.98% after US President Donald Trump said a peace deal with Iran could be reached this weekend.

This would likely lead to the reopening of the Strait of Hormuz, a vital shipping route that carries 20% of the world's oil and gas.

The ongoing oil shock has contributed to resurgent inflation and three interest rate increases in Australia this year.

The Reserve Bank will announce the next interest rate decision on Tuesday.

It may seem counterintuitive that signs of economic weakness boosted ASX 200 retail shares last week.

But remember, share markets tend to look six to 12 months into the future.

Thus, economic weakness today is pushing retail stocks up as investors anticipate a greater likelihood of interest rate cuts.

Let's see how some individual retail stocks performed last week.

Consumer discretionary shares led the ASX sectors last week

The Wesfarmers Ltd (ASX: WES) share price leapt 9.55% over the short trading week to finish at $86.47.

Shares in gaming technology company Aristocrat Leisure Ltd (ASX: ALL) rose 5.07% to $53.91.

The Lottery Corporation Ltd (ASX: TLC) share price soared 8.81% to $5.68.

The Light & Wonder Inc (ASX: LNW) share price ripped 9.8% higher to $127.26.

JB Hi-Fi Ltd (ASX: JBH) shares ascended 7.6% to finish the week at $77.24.

The Harvey Norman Holdings Ltd (ASX: HVN) share price increased 7.88% to $4.79.

Temple & Webster Group Ltd (ASX: TPW) shares soared 13.09% to $5.27.

The Nick Scali Limited (ASX: NCK) share price rocketed 11.71% to $15.46.

Eagers Automotive Ltd (ASX: APE) shares rose 7.06% to $22.29.

The Super Retail Group Ltd (ASX: SUL) share price lifted 8.39% to $12.27.

Lovisa Holdings Ltd (ASX: LOV) shares surged 8.66% to $22.20 apiece.

ASX 200 travel share Flight Centre Travel Group Ltd (ASX: FLT) edged 0.36% higher to $11.07.

The Guzman Y Gomez Ltd (ASX: GYG) share price lifted 3.63% to $19.40.

ASX 200 market sector snapshot

Here's how the 11 market sectors stacked up last week, according to CommSec data.

Over the shortened trading week:

The post Why did ASX 200 retail shares outperform last week? appeared first on The Motley Fool Australia.

It was a bit of a wild session for the ASX 200 today, with the index dipping into the red at one point. But investors regained their optimism, and the index finished 0.57% higher at 8,653.3 points.

This successful session for Australian investors comes after a mixed night on the American markets.

The Dow Jones Industrial Average Index (DJX: .DJI) fared decently, rising by 0.17%.

However, the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) went the other way, dropping a chunky 0.97%.

But let's return to the local markets now and dive a little deeper into what the different ASX sectors were up to today.

Winners and losers

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

But the silver lining of a down year is that there are plenty of ASX shares offering significant upside. 

When markets are flat or underperforming, it means there are value opportunities for investors. 

Here are three such ASX shares tipped to rise significantly over the next 12 months. 

Light & Wonder Inc (ASX: LNW)

Light & Wonder, Inc. engages in the development of technology-based products, services, and associated content. It operates through the following segments: Gaming, SciPlay, and iGaming.

Its share price has fallen by over 25% year to date; however, it has been generating plenty of buzz amongst experts. 

It appears now could be the chance to scoop up this blue-chip consumer discretionary stock at a considerable discount. 

It closed trading yesterday at $116.35 per share. 

However, Macquarie recently placed a $200 price target on these ASX shares. 

Bell Potter placed its most recent 12-month target at $192 per share. 

If it were to reach this range in the next 12 months, it would represent a 65%-72% gain. 

Judo Capital (ASX: JDO)

Bank shares have been one of the sectors that have largely underperformed in 2026. 

Investors usually associate the sector with steady revenue and reliable dividends. 

However, the big four banks have all struggled in 2026. 

It appears that for banking stocks, opportunity lies outside the big four. 

Enter Judo Bank. 

The Australian bank focused on lending to small and medium enterprises (SMEs) has seen its share price fall 20% year to date. 

However, experts are tipping this bank stock as the one to buy in 2026. 

The team at Morgans recently retained a buy recommendation on this small business lender's shares with an improved price target of $2.15.

From current levels, this indicates an upside of 50%. 

Idp Education (ASX: IEL)

IDP Education Ltd is a global education service offering English language testing and international student placement services. The company is a co-owner of IELTS, or International English Language Testing System, which administers English language testing around the world.

Its share price rose 5% yesterday, but it remains down by more than 60% year to date. 

Brokers now believe these ASX shares have been oversold. 

A note out of Morgans said it sees scope for earnings to stabilise and return to growth from FY27. 

The broker has placed a price target of $3.15 on these ASX shares. 

This target is 50% higher than current levels. 

The post 3 oversold ASX shares to target right now for 70% gains appeared first on The Motley Fool Australia.

The S&P/ASX 200 Index (ASX: XJO) rose 0.86% amid volatile trading to 8,731.7 points by Friday's close.

There was a strong 1.62% rally on Friday on fresh hopes of an imminent deal between the US and Iran.

Meanwhile, softer-than-expected inflation data on Wednesday quelled fears of further interest rate hikes ahead.

Annual headline inflation fell to 4.2% in April, down from 4.6% in March, according to the Australian Bureau of Statistics.

That's why consumer discretionary shares outperformed their peers last week.

Let's take a look at some individual stock price movements.

Consumer discretionary shares led the ASX sectors last week

The Wesfarmers Ltd (ASX: WES) share price lifted 6.84% over the week to finish at $79.79.

The Lottery Corporation Ltd (ASX: TLC) share price rose 4.43% to $5.42.

The Light & Wonder Inc (ASX: LNW) share price ascended 1.68% to $116.73.

JB Hi-Fi Ltd (ASX: JBH) shares rose by 2.45% to finish the week at $74.49.

Shares in furniture retailer Harvey Norman Holdings Ltd (ASX: HVN) lifted 5.01% to $4.61.

Super Retail Group Ltd (ASX: SUL) shares rose 5.77% to $11.73 apiece.

Lovisa Holdings Ltd (ASX: LOV) shares increased 6.08% to close at $23.22.

ASX 200 travel stock Flight Centre Travel Group Ltd (ASX: FLT) ripped 9.08% to $10.93 per share.

Shares in Premier Investments Limited (ASX: PMV) zoomed 7% higher to $12.53.

Some ASX 200 retail shares did not follow the broader sector trend last week.

Eagers Automotive Ltd (ASX: APE) shares fell 2.61% to $20.89 apiece.

The Guzman Y Gomez Ltd (ASX: GYG) share price eased 0.76% to $19.66.

Shares in gaming technology company Aristocrat Leisure Ltd (ASX: ALL) dipped 0.63% to $50.10.

The Breville Group Ltd (ASX: BRG) share price moderated 0.21% to $28.94.

ASX 200 market sector snapshot

Here's how the 11 market sectors stacked up last week, according to CommSec data.

Over the five trading days:

The post Why did ASX 200 retail shares lead the market last week? appeared first on The Motley Fool Australia.

Virgin Australia Holdings Ltd (ASX: VGN)

The ASX 200 airline stock crashed in March as conflict in the Middle East and rising fuel prices put its shares under pressure. More recently, Virgin Australia recently told Webjet Group Ltd (ASX: WJL) that it will substantially reduce its commission streams and commercial arrangements from the 1st of July 2026. It also looks like investors are slowly rotating back into airlines and travel companies after fears around Middle East fuel disruptions have started to ease. The company also recently confirmed its FY26 guidance, which has helped gather more confidence from investors. I like the look of this ASX 200 travel stock, and analysts are also very bullish. Brokers rate the shares as a strong buy. They tip an upside of 45% to $3.72 over the next 12 months. 

Light & Wonder Inc (ASX: LNW)

The tech-based gaming company's shares surged to an all-time high in January but then crashed 44% to a three-year low of $102.66 in early May after the company posted its first-quarter FY26 earnings results. The result was mixed, with a 2% increase in revenue and 5% increase in adjusted EBITDA. Meanwhile net income fell a huge 37%. Investors quickly sold up shares and while there has been a small rebound since, at the time of writing, sentiment hasn't yet returned. Light & Wonder has been reshaping its business in recent years, focusing on recurring revenue and higher-quality earnings. If execution continues improving, it could continue to build value over the long term. Brokers are bullish and rate the ASX 200 shares as a strong buy. They expect a 77% upside to $198.50 over the next 12 months, at the time of writing.

Zip Co Ltd (ASX: ZIP)

Zip shares have been volatile this year after the stock was caught up in a sector-wide tech sell-off. Investors have also been taking their gains off the table after the stock rallied strongly last year. Technology and growth shares have also come under renewed pressure again recently as investors reassess valuations and risk appetite. The ASX 200 tech shares continued softening through May as investor sentiment struggled to rebound. But I think the stock is now oversold and trading far below fair value. Brokers rate the shares as a strong buy and tip a 72% upside to $3.83, at the time of writing.

Catalyst Metals Ltd (ASX: CYL)

Western Australian gold producer's shares stormed higher earlier this year after it announced a significant new high-grade discovery at its Plutonic Gold Belt in January. The miner posted another positive drilling update earlier this month. The results included visibility of a potential mine life of more than 10 years at approximately 60,000 ounces per annum. The ASX 200 gold stock has been subject to a few ups and downs over the past couple of months. Although this was mostly in line with a fluctuating gold price. But it has shown a long period of operational consistency and organic growth. The miner expects production to increase towards the latter half of FY26 too. Analysts rate the stock as a strong buy and tip a maximum target price of $14.63. That implies a potential 169% upside at the time of writing.

The post 4 ASX 200 shares I'd buy with $5,000 in June appeared first on The Motley Fool Australia.

That second group can be powerful for patient investors, as high-quality businesses with long runways can create serious wealth over time.

Here are three that could do this over the next decade:

Hub24 Ltd (ASX: HUB)

The first ASX share to look at is Hub24.

It operates an investment platform used by financial advisers and their clients. These platforms help manage portfolios, reporting, administration, and access to investment products in one place.

Hub24 has benefited from a major shift in Australia's wealth management industry. Advisers have been moving away from older platforms and toward technology-led providers that offer better functionality, flexibility, and service.

This has helped the company win market share and attract growing funds under administration. And as more money flows onto its platform, Hub24 benefits from scale, recurring revenue, and deeper relationships with advisers.

There will always be competition in platform technology. But Hub24 has built a strong position in a large industry that still has room to modernise.

Light & Wonder Inc (ASX: LNW)

Another ASX share that could build wealth over time is Light & Wonder.

It operates in the global gaming industry, providing gaming machines, digital casino content, and social gaming products. This gives it exposure to several parts of a large entertainment market.

Light & Wonder's strength is its content. Successful gaming products rely on engaging maths models, strong brands, player appeal, and distribution across land-based and digital channels. When a company gets that mix right, popular titles can travel across markets and formats.

The business also has a global opportunity. Casinos, digital operators, and social gaming platforms all need fresh content to keep players engaged. That creates a long runway for companies that can consistently develop and distribute successful games.

This is not a risk-free sector. Regulation, competition, and consumer trends all matter. But Light & Wonder has a platform that gives it multiple ways to grow earnings if it continues executing well.

Macquarie Group Ltd (ASX: MQG)

A third ASX share to consider is Macquarie.

The investment bank and asset manager has built one of the most impressive long-term track records on the ASX. Its operations span asset management, commodities, infrastructure, green energy, banking, and markets.

What makes Macquarie interesting is its ability to find growth opportunities across cycles. It is not reliant on one narrow earnings stream. Some divisions perform better in volatile markets, while others benefit from long-term investment themes.

Its global infrastructure and asset management capabilities are particularly important. Demand for capital to fund energy transition, data infrastructure, transport assets, and essential services could remain significant for decades.

Overall, few ASX financial shares have shown the same ability to adapt, reinvest, and grow across different environments as Macquarie.

The post 3 ASX shares that could build serious wealth for shareholders appeared first on The Motley Fool Australia.

Telix Pharmaceuticals Ltd (ASX: TLX)

Telix shares have tumbled 10% in May so far, but they're still 56% higher than a multi-year low recorded in mid-February. At the time of writing on Tuesday morning, the ASX 200 biopharmaceutical stock is tumbling again, down 2.38% to $13.11 a piece.

The beaten down share price has faced several headwinds recently, including short-selling and sluggish investor sentiment. But the company is rapidly expanding into the radiopharmaceutical sector and recently announced a new FDA approval, a major collaboration, a revenue increase, and a bumper FY26 revenue guidance.

Brokers seem to think there is plenty more room for the stock to run too. They tip a 79% upside to $23.60 a piece, at the time of writing.

Zip Co Ltd (ASX: ZIP)

Zip shares have suffered a volatile start to 2026 so far. Its share price has swung anywhere between $1.45 and $3.56 a piece. At the time of writing, the shares are down another 2.22% to $2.20 each.

The tech shares have been under pressure since reaching a multi-year high in October last year. It was caught up in a tech sector-wide sell-off and investors took gains off the table after a strong rally. The ASX 200 tech shares continue to soften this month, likely due to slumping sentiment. Technology and growth shares have also come under renewed pressure again as investors reassess valuations and risk appetite.

But I think the stock is now oversold and trading far below fair value. Brokers tip a 74% upside to $3.83, at the time of writing.

Light & Wonder Inc (ASX: LNW)

Light & Wonder shares are down 0.39% to $115.79 in early morning trade on Tuesday. The tech-based gaming company's shares surged to an all-time high in January. But the shares then crashed 44% to a three-year low of $102.66 in early May after the company posted its first quarter FY26 earnings results. The result was mixed, with a 2% increase in revenue and 5% increase in adjusted EBITDA. Meanwhile net income fell a huge 37%. Investors quickly sold up shares and while there has been a small rebound since, sentiment hasn't yet returned.

Brokers are much more optimistic and expect a 73% upside to $198.50 over the next 12 months, at the time of writing.

Life360 Inc (ASX: 360)

Life360 shares are down another 0.74% to $18.86 at the time of writing on Tuesday morning. The latest share price is now 66% lower than an all-time high recorded in October last year.

The company has faced several headwinds, including the tech-sector-wide sell-off, a rotation away from AI-related stocks, and concerns that prices had become overvalued. But the ASX 200 company shows potential for a resurgence this year. It recently reported a 38% increase in revenue for the latest quarter, and upgraded its FY26 adjusted EBITDA and revenue guidance.

Brokers are very bullish about the outlook for Life360 shares over the next 12 months, with consensus of a strong upside ahead. They tip the shares to climb another 70% to $34.01.

The post 4 ASX 200 shares tipped to jump another 70-80% appeared first on The Motley Fool Australia.

Not only do they have strong long-term growth outlooks, but they were recently recommended as buys by analysts with major upside potential.

Here are the two ASX shares that they are recommending to clients:

Light & Wonder Inc (ASX: LNW)

Light & Wonder is an ASX share with momentum building beneath the surface.

The company operates across gaming content, gaming machines, systems, and digital gaming. Its strength lies in creating content that can be used across multiple channels and markets.

This matters because gaming technology is increasingly about content depth and distribution. A successful game can generate value across land-based casinos, online platforms, and social gaming channels.

Light & Wonder has been reshaping its business in recent years, with a stronger focus on recurring revenue and higher-quality earnings.

The company also has scale in a global industry where content, relationships, and regulatory approvals matter.

If Light & Wonder keeps improving its execution and expanding digital revenue, it could continue to build value over the long term.

Earlier this month, Macquarie put an outperform rating and $200.00 price target on the company's shares. Based on its current share price, this implies potential upside of approximately 75%.

Netwealth Group Ltd (ASX: NWL)

Netwealth Group is benefiting from a major shift in Australia's wealth management industry.

The company operates a platform used by financial advisers to manage client portfolios, reporting, administration, and investment access.

Its growth is being supported by advisers moving away from older legacy platforms toward more modern technology. This migration has been playing out for years, and Netwealth has been one of the winners.

A key part of the appeal is operating leverage. As more funds move onto the platform, revenue can grow faster than costs if the business continues to scale efficiently.

Australia's superannuation and investment markets remain large, and advisers still need better tools to manage increasingly complex client needs.

With funds under administration continuing to shift toward independent platforms, Netwealth remains well placed to benefit from this structural change.

This month, Morgan Stanley put an overweight rating and $33.00 price target on Netwealth's shares. Based on its current share price, this suggests that upside of approximately 50% over the next 12 months.

The post Analysts say these ASX shares could rise 50% to 75% appeared first on The Motley Fool Australia.