Few businesses deliver a return of 100% or more in a single year, so just because analysts think a stock can at least double in 12 months doesn't mean that will happen, or that the return will even be positive.

But there are a few names that experts are very optimistic about, so let's take a look at them.

Megaport Ltd (ASX: MP1)

This ASX tech share enables clients to quickly connect to hundreds of data centres around the world. It has a truly global presence in regions like the Americas, Asia Pacific, and EMEA (Europe, the Middle East and Africa).

In the recent FY26 half-year result, the ASX share reported revenue growth of 26% to $134.9 million, with net revenue retention of 111% and annual recurring revenue (ARR) growth of 19%, implying pleasing revenue growth from its existing client base.

According to CMC Invest, there have been nine recent expert ratings on the business, with eight of those being a buy. Of the nine ratings, the average price target is $15.84, implying a possible rise of around 110% from current levels.

Xero Ltd (ASX: XRO)

Xero is one of the world's largest cloud accounting software providers, with a presence in a number of countries like Australia, New Zealand, the UK, the US, Canada, South Africa, and Singapore.

The ASX share is growing at a rapid pace – in the HY26 result, operating revenue rose 20% to NZ$1.19 billion and free cash flow surged 54% to NZ$321 million.

According to CMC Invest, there have been seven recent ratings on the business, with an average price target of $158.22. That implies a possible increase of just over 100% from where it is today.

Qoria Ltd (ASX: QOR)

Qoria describes itself as a global technology company that's keeping children safe and well in their digital lives. It says it has supported 32,000 schools across four continents and kept 30 million children safe. The ASX share provides a parental control platform in an app.

In the FY26 half-year result, the ASX share reported that its revenue increased by 25% to $69 million, and underlying operating profit (EBITDA) jumped by 68% to $10.3 million, which is a strong rate of expansion.

According to CMC Invest, there are currently five buy ratings on the business, with an average price target of 65 cents, which implies a possible rise of approximately 110% in the year ahead.

The post 3 ASX shares tipped to grow 100% or more in the next 12 months appeared first on The Motley Fool Australia.

Four ASX shares that are not letting that hold them back are listed below. Here's why they are rising:

Catapult Sports Ltd (ASX: CAT)

The Catapult Sports share price is up 3% to $3.67. This follows the release of a trading update from the sports technology solutions company this morning. Catapult revealed that it expects its annual contract value (ACV) for FY 2026 to be in the range of US$133 million to US$134 million with low churn. This represents reported year-on-year growth of 27% to 28% on a constant currency basis. In addition, EBITDA is expected to grow by approximately 50% year-on-year as its profitability continues to outpace its strong top-line growth. This reflects the accelerating operating leverage in Catapult's business model and the company's continued discipline in managing its fixed and variable cost base.

DroneShield Ltd (ASX: DRO)

The DroneShield share price is up 5.5% to $4.50. This is despite there being no news out of the counter-drone technology company. However, with the war in the Middle East demonstrating just why its technology is growing in importance, it seems that some investors are betting on DroneShield's strong growth continuing over the medium term.

Infratil Ltd (ASX: IFT)

The Infratil share price is up over 2.5% to $9.49. This morning, this infrastructure investment company upgraded its guidance for FY 2027. Infratil now expects FY 2027 EBITDAF of A$680 million to A$720 million. This is up from its previous guidance of ~A$660 million. For FY 2026, it now expects to achieve the lower end of its A$390 million to A$400 million EBITDAF guidance range. Infratil's CEO, Jason Boyes, commented: "Our focus is on supporting CDC to deliver more capacity to meet the growing demand for data centre space across Australasia. Infratil, along with CDC's other major shareholders, recently provided A$500 million in equity funding to support the acceleration of CDC's construction programme."

Qoria Ltd (ASX: QOR)

The Qoria share price is up 3.5% to 30 cents. This follows the release of an update on the cyber safety company's proposed merger with Aura. Qoria provided an update on Aura's performance for the two months ended 28 February. It revealed that Aura's annual recurring revenue reached US$238 million, which is up 30% year-on-year, with total subscribers up 35% to 1.3 million. In light of this, the Qoria board continues to unanimously recommend the proposed merger.

The post Why Catapult, DroneShield, Infratil, and Qoria shares are charging higher today appeared first on The Motley Fool Australia.

However, these three ASX small-caps have drawn buy recommendations from brokers, along with price targets suggesting they could double in 12 months. 

For investors considering exposure to ASX small-caps, they may appeal.

Medallion Metals Ltd (ASX: MM8)

Medallion Metals is a minerals exploration company based in Perth, Western Australia. To the north, it has the Ravensthorpe Gold Project, comprising mineral rights yielding amounts of high-grade gold and copper. To the south, the Jerdacuttup Project is prospective for base and precious metals.

It has already rocketed 200% higher in the last year. 

Morgans is bullish this ASX small-cap can continue to grow. 

In a recent note out of the broker, Morgans said the company is now fully funded, supported by a US$50m offtake-linked financing facility with commodity trader Trafigura, removing a key development overhang. 

We maintain our SPECULATIVE BUY rating, with a price target of A$0.87ps (previously A$0.61ps).

From yesterday's closing price of $0.42, this updated price target indicates an upside of approximately 107%. 

Qoria Ltd (ASX: QOR)

Qoria is a leading global provider of cyber safety products and services.

The ASX small-cap released its 1HFY26 result on Thursday. 

In response, the team at Bell Potter downgraded its price target to $0.60. 

However, it maintained its buy recommendation, and projects 100% upside for the stock price based on yesterday's closing price of $0.30. 

We have reduced the multiple we apply in the EV/Revenue valuation from 6x to 4.5x given the sell-off in the tech sector since we last updated the target price in January.

There is, however, no change in the 9.1% WACC we apply in the DCF. The net result is a 20% reduction in our TP to $0.60 which is still double the share price so we maintain our BUY recommendation.

Trajan Group Holdings Ltd (ASX: TRJ)

Trajan is a developer and manufacturer of analytical science instruments, devices and solutions, focusing on accessing specialist skills and capabilities that improve the analytical workflow of the global life sciences industry. 

The company released its 1H26 result on Thursday. 

Speaking on the results, the team at Bell Potter said: 

TRJ's 1H26 result was a tale of two discrete quarters. Q1 was impacted by a combination of a slowdown in the Pharma and Food sectors, the US Government funding freeze, and the impact of US tariffs and operational reconfiguration to adjust to the tariff environment. Q2 saw a material recovery due to a pick-up in the Pharma sector and the resumption of US Government funding to the health sector. This resulted in record revenue in Q2 at c.$45.4m and nEBITDA of c.$4.5m.

The broker reduced its price target to $1.050 as a result, and maintained its buy recommendation. 

From yesterday's closing price of $0.565, this indicates an upside of 85.8% for this ASX small-cap.

The post 3 ASX small-caps that should be on every investor's radar appeared first on The Motley Fool Australia.

The world is becoming increasingly digital as the years go by, with almost every sector seeing changes. Think about work, learning, communication, education, shopping, banking, filing tax returns, and more – many of these areas have changed significantly.

The more these activities occur online, the more important it is to protect users and core systems from cybercrime. Cybersecurity is a rapidly growing sector that can help tackle this problem.

Cybersecurity Ventures predicts that global spending on cybersecurity over the five-year period of 2021 to 2025 will be a cumulative total of US$1.75 trillion, representing year-over-year growth of 15%. I'd imagine almost every ASX share would love to say its industry is growing at 15% per year.

Betashares Global Cybersecurity ETF (ASX: HACK)

This is an exchange-traded fund (ETF) that aims to give investors access to the world's leading cybersecurity companies. That includes both global cybersecurity giants as well as emerging players from different countries.

There are currently 32 businesses in the portfolio, which include names like Cisco Systems, CrowdStrike, Fortinet, and Okta. These companies are from a variety of countries, including the US, India, France, Israel, and Canada.

We don't necessarily need to pick which of these businesses will be the biggest winners – it's a diversified bet on the sector.

The HACK ETF has done well for investors over the long term – since August 2016, it has delivered an average annual return of 15.9%, which is a fantastic level of performance. But, past performance is not a guarantee of future returns, of course.

While management fees shouldn't necessarily have a significant impact on net returns, it's useful to know that management costs are an annual 0.67%.

Qoria Ltd (ASX: QOR)

Wilson Asset Management recently provided its monthly update about the listed investment company (LIC) WAM Microcap Ltd (ASX: WMI), which included ASX share Qoria.

WAM described Qoria as a business that develops cloud-based cybersecurity and child protection software for schools and families worldwide.

The fund manager noted that the Qoria share price fell in January as the market focused on profitability and diminishing cash reserves, despite promising growth metrics, such as annual recurring revenue (ARR) surpassing US$100 million and continued growth.

But the Qoria share price has since bounced back sharply after the ASX share received a takeover offer from Aura, which has agreed to acquire the ASX share at 72 cents per share.

But, gaining investment access to Qoria will not be disappearing from the ASX – Aura will give Qoria shareholders 1 Aura CHESS depositary interest (CDI) for every 17.2 ordinary Qoria shares they own. Qoria's shares represent, in aggregate, 35% of Aura.

The ASX share has a promising future of revenue growth, whether it's as a separate entity or part of a merged business.

The post 2 exciting ASX shares to buy to take advantage of this huge theme rising at 15% per year appeared first on The Motley Fool Australia.

Four ASX shares that are rising more than most today are listed below. Here's why they are climbing:

Appen Ltd (ASX: APX)

The Appen share price is up 12% to $1.88. Investors have been buying this artificial intelligence data services company's shares since the release of a strong quarterly update last week. Appen reported revenue of $73.4 million for the three months. This was a 10% lift on the prior corresponding period and a 33% increase on the third quarter of FY 2025. Commenting on the quarter, Appen's CEO, Ryan Kolln, said: "Q4 was a strong finish to the year for both our China and Global businesses. Appen China exited the quarter with an annualised revenue run-rate growing to over $135 million – a pleasing result, providing strong momentum heading into FY26."

Imricor Medical Systems Inc (ASX: IMR)

The Imricor Medical Systems share price is up 2% to $1.99. This morning, this medical device company revealed that Oklahoma Heart Institute (OHI) has joined the VISABL-AFL clinical trial. It notes that this will support the U.S. FDA approval process for Imricor's ablation products. OHI is now the fourth U.S. site to join the trial. Imricor's Chair and CEO, Steve Wedan, added: "Oklahoma Heart Institute represents a highly sophisticated cardiology-led model of care, with the clinical vision and infrastructure already in place to support advanced MRI-guided procedures. The fact that cardiology owns and operates their MRI system creates a streamlined environment for innovation, reducing organisational complexity while enabling physicians to focus on delivering the best possible outcomes for patients."

Qoria Ltd (ASX: QOR)

The Qoria share price is up 19% to 40 cents. This follows news that the cyber safety company is merging with its peer, Aura. It is a US-based provider of intelligent online safety solutions to individuals and families. Aura will acquire all Qoria shares through an all-scrip deal at a price equivalent to 72 cents per share. Qoria's CEO, Tim Levy, said: "The internet was created to connect us, yet online safety has eroded, making trust paramount for parents, guardians and organisations, in general, for the protection of our activities online. The combination of Aura and Qoria pioneers a lifelong digital safety ecosystem; a new category that meets the urgent need for technology, education, and trust to protect people – confidently and safely, throughout their entire lives."

Xero Ltd (ASX: XRO)

The Xero share price is up 3% to $96.46. Investors have been buying this cloud accounting platform provider's shares following the release of an update on its AI and US plans. Xero also reiterated its FY 2026 guidance. It advised that total operating expenses as a percentage of revenue is expected to be around 70.5%, including the Melio business. In addition, management reaffirmed its aim of more than doubling its FY 2025 group revenue in FY 2028.

The post Why Appen, Imricor, Qoria, and Xero shares are storming higher today appeared first on The Motley Fool Australia.

In morning trade, the ASX tech stock is up 50% to 50.5 cents.

Why is this ASX tech stock rocketing?

Investors have been fighting to get hold of the cyber monitoring company's shares after it entered into a binding merger implementation deed with Aura Consolidated Group.

According to the release, the agreement will see Qoria acquired by Aura through an Australian scheme of arrangement, subject to the satisfaction of certain conditions and the listing of Aura on the Australian share market.

Aura is a US-based provider of intelligent online safety solutions to individuals and families. Its advanced suite of products includes all-in-one protection from identity theft, scams, and online threats, alongside tools that help parents protect children from predators, cyberbullying, and technology-driven mental health risks.

The two parties believe their combination will establish a world-leading safety and online security platform for home, work, and school, unlocking cross-market cross-sell potential and innovation scale.

They note that this platform is expected to deliver immediate value via an enhanced product distribution network, an expanded global portfolio, operational synergies, and robust cross-selling opportunities in a vast, growing addressable market.

What are the terms?

The ASX tech stock revealed that Aura will acquire all Qoria shares through an all-scrip deal at a price equivalent to 72 cents per share. This represents a 111% premium to where the company's shares ended last week. Though, it is worth noting that due to a heavy decline in recent weeks, it is only marginally higher than where Qoria's shares were trading a month ago.

Nevertheless, it values the combined business at approximately $3 billion.

The Qoria board is unanimously recommending shareholders vote in favour of the scheme. Each director intends to vote all their shares in favour of the scheme, subject to there being no superior proposal and the independent expert's report.

The ASX tech stock's managing director, Tim Levy, said:

The internet was created to connect us, yet online safety has eroded, making trust paramount for parents, guardians and organisations, in general, for the protection of our activities online. The combination of Aura and Qoria pioneers a lifelong digital safety ecosystem; a new category that meets the urgent need for technology, education, and trust to protect people – confidently and safely, throughout their entire lives.

Aura's founder CEO, Hari Ravichandran, adds:

Today's announcement marks a definitive step forward in our mission to deliver holistic online safety to everyone. In a world where our digital lives are fragmented across home, school, and work, threats easily exploit the gaps between them. By uniting Aura's AI-powered protection with Qoria's school safety leadership, we unlock a new standard of safety – seamless, continuous protection for every setting and stage of life.

The post ASX tech stock rockets 50% on Aura takeover deal appeared first on The Motley Fool Australia.

The cyber safety products and services provider's shares crashed deep in the red following the release of its quarterly update.

Has this ASX stock's pullback created a buying opportunity for investors? Bell Potter thinks this is the case.

What is the broker saying?

Bell Potter highlights that Qoria's quarterly update was a touch short of expectations, partly due to negative foreign exchange (FX) impacts on its annualised recurring revenue (ARR). It said:

Q2 exit ARR of $150m was 4% below our forecast of $156m but there was a negative FX impact of $5m which was more than we anticipated. Cash receipts of $32.8m in Q2 was also modestly below our forecast of $33.9m but the growth in H1 of 20% was consistent with the guidance. Net operating cash flow of $4m was $6m below our forecast of $10m and the miss was driven by the lower receipts than forecast as well as higher advertising and marketing.

The broker also points out that the ASX stock has reiterated its ARR, margin, and cash flow guidance for FY 2026. Though, it concedes that this is based on exchange rate assumptions that differ to spot rates. It adds:

Qoria reiterated its FY26 guidance of revenue >$145m, ARR growth >20%, adjusted EBITDA margin >30% and positive free cash flow for the full year. The revenue, ARR and EBITDA margin guidance, however, is all based on assumed FX rates of $0.64 for AUD/USD and $0.48 for AUD/GBP. Spot rates have been higher than these levels for most of FY26 – particularly the last couple of months – so there is likely to be a negative FX impact in FY26 – as there was in Q2 – unless the AUD weakens in H2.

In light of this, the broker believes the ASX stock will fall short of its ARR guidance and has downgraded its estimates. It said:

We have downgraded our FY26, FY27 and FY28 revenue forecasts by 4%, 5% and 6% which has largely been driven by higher AUD exchange rates relative to the USD and GBP. We now forecast FY26 revenue of $141m relative to the guidance of $145m+. The downgrades in revenue have led to downgrades in our adjusted EBITDA forecasts of 9% in each of FY26, FY27 and FY28. We now forecast an FY26 adjusted EBITDA margin of 20.1% compared to 21.3% previously.

Should you buy this ASX stock?

Despite the above, Bell Potter is urging investors to buy this ASX stock while it is down in the dumps.

According to the note, its analysts have retained their buy rating on Qoria's shares with a trimmed price target of 75 cents (from $1.00).

Based on its current share price of 41 cents, this implies potential upside of 83% for investors over the next 12 months.

Commenting on its buy recommendation, the broker said:

We have rolled forward our EV/Revenue valuation a year and now apply a 6x multiple to forecast FY27 revenue. We have also increased the risk-free rate we apply in the DCF from 4.25% to 4.5% and this has increased the WACC we apply from 8.8% to 9.1%. The net result of these changes and the downgrades is a 25% decrease in our PT to $0.75 which is >15% premium to the share price so we maintain the BUY rec.

The post Bell Potter says this ASX stock can rebound 80% after its selloff appeared first on The Motley Fool Australia.

Four ASX shares that are falling more than most today are listed below. Here's why they are tumbling:

4DMedical Ltd (ASX: 4DX)

The 4DMedical share price is down 7% to $4.46. This is despite there being no news out of the medical technology company. However, with its shares up almost 700% since this time last year, there could be some profit taking going on today. In addition, last week, 4DMedical raised $150 million through an institutional placement. Those shares are expected to be issued later this week on 22 January.

ARB Corporation Ltd (ASX: ARB)

The ARB share price is down 11.5% to $28.59. Investors have been selling this 4×4 automotive parts company's shares following the release of a trading update. ARB revealed that unaudited sales revenue for the first half was $358 million. This is down 1% on the prior corresponding period. Things were worse for its earnings due to margin weakness. ARB advised that it expects to report underlying profit before tax of approximately $58 million for the half. This represents a 16.3% decline compared with the prior year.

Inghams Group Ltd (ASX: ING)

The Inghams share price is down 5.5% to $2.51. This may have been driven by a broker note out of Macquarie Group Ltd (ASX: MQG). According to the note, the broker has downgraded the poultry producer's shares to an underperform rating with a reduced price target of $2.20. This implies potential downside of 12% from current levels. The broker believes that Inghams could fall short of expectations in FY 2026 due to cautious consumers. In addition, it highlights that a competitor could put pressure on pricing when its new facility comes online later this year.

Qoria Ltd (ASX: QOR)

The Qoria share price is down 30% to 34.5 cents. This follows the release of the digital safety company's quarterly update. The company revealed that it exited the quarter with annualised recurring revenue (ARR) of $149 million, which is up 19% year on year. It also reported cash receipts of $79.1 million, which was up 20% on the prior corresponding period. Despite this, it still recorded negative free cash flow for the quarter.

The post Why 4DMedical, ARB, Inghams, and Qoria shares are tumbling today appeared first on The Motley Fool Australia.

That's the view of analysts at Bell Potter, which have named the sports technology company as an ASX tech stock to buy.

What is the broker saying about this ASX 200 tech stock?

Last month was a busy one for the company with the announcement of a trading update, major acquisition, and capital raising. Commenting on this, the broker said:

Our forecasts now include the acquisition which will contribute for five months in FY26. Our 1HFY26 forecasts are also consistent with the trading update and we forecast ACV of US$115.5m (vs guidance of US$115.3-115.6m), revenue of US$67.5m (vs US$67.2- 67.5m), Management EBITDA of US$9.5m (vs US$9.0-9.5m) and Free Cash Flow of US$4.0m (vs US$3.7-4.0m). That is, we expect a 1HFY26 result consistent with trading update and also expect the company to reiterate the underlying FY26 guidance of strong ACV growth, improvement in margins and higher free cash flow.

Bell Potter currently values this ASX tech stock on a 9x EV/revenue multiple, with FY 2027 as the base year. It notes that this is a premium to Qoria Ltd (ASX: QOR) but a significant discount to Life360 Inc. (ASX: 360). It adds:

We note the 9x multiple we apply in the EV/Revenue is a sizeable discount to the c.13x that Life360 currently trades on (based on our 2026 forecast) and a premium to the c.6x that Qoria trades on (based on our FY27 forecast). We believe Catapult deserves to trade on a multiple between the two.

Time to buy

In response to recent weakness in its share price, Bell Potter has upgraded this ASX 200 tech stock to a buy rating with a $7.50 price target.

Based on its current share price of $6.38, this implies potential upside of 17.5% for investors over the next 12 months.

Commenting on its upgrade, the broker said:

Our $7.50 PT is now >15% premium to the share price so we upgrade our recommendation from HOLD to BUY. The upgrade is driven by valuation and, while we do not expect any positive surprises at the upcoming 1HFY26 result later this month, equally we do not expect any negative surprises given narrow guidance ranges for key figures/metrics have already been provided.

We do, however, expect positive outlook commentary at the H1 result, particularly around the strategic value of IMPECT and the opportunity for both cross-sell and expansion of the product into other sports. We also expect positive outlook commentary for the core business and, for instance, the potential of a new or additional sideline video contract in 2HFY26 or FY27.

The post Broker upgrade alert: This ASX 200 tech stock is now a buy appeared first on The Motley Fool Australia.

A large portion of Berkshire Hathaway's portfolio is invested in companies that are using AI significantly. Just this week, new data revealed that 25% of his $315 billion portfolio is invested in only two AI shares: Apple and Amazon. 

While Warren Buffett is interested in the emerging era for AI technology, he also warns about its darker side and is cautious about a potential surge in AI-driven fraud. 

In Warren Buffett's own words: "If I was interested in investing in scamming, it's going to be the growth industry of all time."

He isn't suggesting that investors invest in AI-driven scamming. But he does point out that if the AI industry continues to boom, then surely the anti-scam, or cybersecurity, industry will need to too.

In other words, where there's a surge in AI-driven fraud, there will also be a booming market for AI technologies that enhance cybersecurity measures. For example, Grand View Research says the global AI in cybersecurity market size was estimated at US$25.35 billion in 2024. This is projected to reach US$93.75 billion by 2030, growing at a CAGR of 24.4% from 2025 to 2030. 

After all, no individual, company, or even government wants confidential information leaked into the public domain. And they're willing to spend more and more to protect themselves.

And that presents a great investment opportunity. 

ASX-listed cybersecurity stocks poised for growth

There are no pure-play cybersecurity stocks currently listed on the ASX 200 index; however, there are some smaller-cap Australian cybersecurity companies that could be poised for growth in the wake of the AI boom.

For example, Qoria Ltd (ASX: QOR) is a cybersecurity company that offers online safety technology for children. This includes school and parental controls. Qoria aims to become the global leader in children's digital safety and well-being within three years. 

The company reaches 27 million students in 32,000 schools and earns significant annual recurring revenue (ARR) from ongoing school contracts. Its technology is particularly relevant in Australia amid the nation's looming social media ban for under-16-year-olds.

Qoria is a small-cap company with a market capitalisation of $1.02 billion. At the time of writing, its shares are trading for 77 cents a piece, up 87.8% over the year.

Another option…

Investors who want exposure to the explosive cybersecurity sector can also consider the Betashares Global Cybersecurity ETF (ASX: HACK). 

The exchange-traded fund (ETF) holds shares in major international cybersecurity companies like CrowdStrike Holdings and Palo Alto Networks.

As of 30 September, the ASX ETF has returned an average of 18.93% over the past five years. That easily outperforms an ASX index fund, which has delivered a return of 12.9% per annum over the same period.

At the time of writing, HACK's share price is $15.58, which is 25.65% higher than this time last year. And if Warren Buffett is right, it can only keep climbing. 

The post Here's what Warren Buffett says will be the biggest "growth industry of all time" appeared first on The Motley Fool Australia.

Protecting children in a connected world

Cyber safety has never been a hotter topic. Governments and schools worldwide are scrambling to protect children from online harm, and Australia is expected to implement a social media ban for children under 16 in the coming months.

That heightened awareness plays directly into Qoria's wheelhouse. Formerly known as Family Zone, Qoria develops cyber-safety and parental-control technology used by schools and families across more than 25 countries. Its software helps parents and educators monitor device usage, block harmful content, and ensure students stay safe online, an increasingly essential service in an era of ubiquitous smartphones and tablets.

From heavy investment to cash generation

In its most recent quarterly update, Qoria reported positive operating cash flow as its business model shifted from pure growth to operational discipline. Quarterly receipts from customers rose strongly to $20.8 million, while costs were held in check, resulting in a significant improvement in cash position compared with the prior year.

The company has reached the scale where its recurring subscription revenue is now comfortably funding product development and global expansion. That's a critical milestone, many tech peers only start to rerate once they move past cash burn and begin generating sustainable free cash flow.

Management's focus has also turned to operating leverage. By investing in AI-driven automation to streamline software updates and support, Qoria aims to keep expenses flat while increasing profitability as revenue grows.

Why investors are taking notice

Several fund managers have noted that Qoria is now at an inflection point. The combination of conservative guidance, a growing pipeline of large education contracts, and potential AI-enabled margin expansion is fuelling optimism that the current forecasts may prove too low.

After rebranding and integrating its global operations, Qoria's clearer structure and consistent cash flow have made it easier to value and potentially more attractive to suitors looking to acquire. In a small-cap tech sector that's seen renewed merger and acquisition activity, the company's combination of proprietary technology, recurring revenue, and strategic relevance could put it on the radar of larger software or cyber-safety players looking for growth by acquisition.

Foolish takeaway

Qoria is a home-grown tech company helping protect millions of children online, a mission that resonates deeply with parents, schools, and policymakers alike. With improving financial metrics, global expansion opportunities, and tailwinds from government regulation, it's no surprise the Qoria share price continues to climb.

While nothing is guaranteed in the small-cap world, investors appear to be betting that the company's next chapter could be even more rewarding than the last.

The post Why this fast rising ASX tech stock is suddenly on every watchlist appeared first on The Motley Fool Australia.

The listed investment company (LIC) WAM Microcap Ltd (ASX: WMI) aims to look for the "most exciting undervalued growth opportunities in the Australian micro-cap market".

Of course, there's no guarantee that a small business will become a medium-sized one. But, I'd say it's easier for a small company to grow by 10% than it is for a $100 billion business.

Let's take a look at two ASX small-cap stocks that WAM highlighted in the WAM Microcap portfolio.

Qoria Ltd (ASX: QOR)

WAM describes Qoria, previously called Family Zone, as a business that develops cloud-based cybersecurity and child protection software for schools and families worldwide.

The Qoria share price jumped 20% in July thanks to its financial performance and strategic developments, according to the fund manager.

WAM noted the ASX small-cap stock reported growth of $29 million of annual recurring revenue (ARR) in the three months to 30 June 2025, meaning a 55% increase compared to the fourth quarter of FY24, assisting the 25% rise in total ARR to $145 million in the year.

The fund manager highlighted that Qoria's management increased FY26 guidance to 20% ARR growth, signalling "confidence in the ongoing expansion and market adoption of its cyber safety platform which provides strong visibility into future year revenues and operating leverage."

Plenti Group Ltd (ASX: PLT)

The other ASX small-cap stock that WAM pointed out was Plenti, a fintech platform that provides consumer and renewable energy loans digitally across personal, automotive, and sustainability lending.

This business recently reported a record quarter in the three months to 30 June 2025, with loan originations reaching $437 million, which represented a 44% increase year over year. The loan portfolio is close to $2.7 billion, a rise of 21% year over year.

The fund manager pointed out that Plenti has secured the management of the government-backed Western Australia residential battery scheme, an initiative that will "open new revenue channels and likely generate a steady stream of income through financing and rebate administration fees", according to the investment team.

WAM said the rapid development of a technology solution "showcased operational and technological capabilities, reinforcing the company's leadership in clean energy finance."

The fund manager noted that Plenti's automotive loan partnership with National Australia Bank Ltd (ASX: NAB) saw the daily origination rise by 110% on the prior quarter, showing ongoing success working with a major bank.

WAM believes rate cuts will provide further tailwinds. Yesterday, the RBA cut the cash rate by 25 basis points (0.25%) to 3.60%.  

The post 2 ASX small-cap stocks to buy with big growth potential appeared first on The Motley Fool Australia.

Four ASX shares that are rising more than most today are listed below. Here's why they are climbing:

Capricorn Metals Ltd (ASX: CMM)

The Capricorn Metals share price is up 6% to $9.73. This follows the release of an update on the gold miner's Mt Gibson Gold Project (MGGP). According to the release, ongoing drilling at MGGP has increased the mineral resource estimate (MRE) by 507,000 ounces or 13% to 4.5 Moz. Management notes that this significant increase includes a 684,000 ounces maiden underground MRE at Orion South and a maiden MRE at the Highway deposit. Executive chair, Mark Clark, commented: "The reporting of a maiden underground gold resource of 684,000 ounces at Mt Gibson is a very important milestone and early validation of our long-held belief that this project will evolve into a long mine life, combined open pit and underground mining operation."

Insignia Financial Ltd (ASX: IFL)

The Insignia Financial share price is up 11% to $4.37. Investors have been buying this financial services company's shares following news that it has accepted a takeover offer from CC Capital of $4.80 cash per share. The company's chief executive officer, Scott Hartley, said: "This offer recognises the underlying value of the Insignia Financial business, our associated brands including MLC, and our vision to become Australia's leading and most efficient wealth management company by 2030. We are and will continue to be focused on executing against our strategy and delivering for our customers and shareholders."

Perseus Mining Ltd (ASX: PRU)

The Perseus Mining share price is up 4% to $3.68. This has been driven by the release of an update on drilling being undertaken at the Nyanzaga Gold Project (NGP) in Tanzania. Perseus's managing director and CEO, Jeff Quartermaine, said: "The drill results that have been announced today have resulted from this second phase of drilling and reinforce our confidence in our ability to expand Nyanzaga's Mineral Resources and Reserves and as a result, potentially extend the life of the mine beyond the currently predicted Phase 1 of 11 years."

Qoria Ltd (ASX: QOR)

The Qoria share price is up 9% to 49 cents. This follows the release of the cyber safety company's fourth quarter and full year update. Qoria reported record annualised recurring revenue (ARR) growth of $29 million for the 12 months. This left it with an exit ARR of $145 million. Looking ahead, management is guiding to 20% ARR growth in FY 2026.

The post Why Capricorn Metals, Insignia, Perseus Mining, and Qoria shares are storming higher appeared first on The Motley Fool Australia.

Four ASX shares that are rising more than most today are listed below. Here's why they are racing higher on Monday:

Life360 Inc (ASX: 360)

The Life360 share price is up 17% to $14.20. This follows the release of a trading update which revealed that the location technology company has had a record first quarter. Life360's global Monthly Active Users (MAU) were 66.4 million at the end of the first quarter. This is an increase of 4.9 million since the end of the fourth quarter and represents a record for a first quarter. It is also more than double the net additions of 2.2 million the company recorded in the prior corresponding period. Life360 also suggested that a dual listing on Wall Street could be coming soon.

Qantas Airways Limited (ASX: QAN)

The Qantas Airways share price is up 5% to $5.71. Investors have responded positively to news that Qantas is making "one of the biggest ever expansions" of its frequent flyer program. This will see the Flying Kangaroo add 200 million more reward seats with the launch of Classic Plus Flight Rewards. CEO Vanessa Hudson said: "The Qantas Frequent Flyer program is an integral part of Qantas and has always been about recognising our customers for their loyalty. The widespread availability of Classic Plus means that frequent flyers have more options to fly where they want, when they want and more often, using their points."

Qoria Ltd (ASX: QOR)

The Qoria share price is up 30% to 41 cents. This follows news that the cyber safety company has received and rejected a takeover offer. According to the release, the company, formerly known as Family Zone Cyber Safety, believes the 40 cents per share offer from K1 Investment Management "significantly undervalues Qoria and has unanimously rejected the Indicative Proposal as not being in the best interests of shareholders."

Silver Lake Resources Ltd (ASX: SLR)

The Silver Lake Resources share price is up 5% to $1.34. Investors have been buying this gold miner's shares following the release of a sales update. According to the release, Silver Lake Resources' sales for the third quarter were 64,463 ounces of gold and 338 tonnes of copper. This brings financial year to date sales to 187,244 ounces of gold and 872 tonnes of copper. Management advised that both the Mount Monger and Deflector operations performed strongly through the quarter and are well positioned to meet the top end of their respective guidance ranges.

The post Why Life360, Qantas, Qoria, and Silver Lake shares are racing higher today appeared first on The Motley Fool Australia.

The ASX All Ords small-cap share is up 33% to a 52-week high of 42 cents.

Why is this ASX All Ords small-cap share soaring?

Investors have been fighting to get hold of the cyber safety company's shares this morning after it received a takeover offer.

Qoria, previously known as Family Zone Cyber Safety, revealed that it has received an unsolicited, conditional and non-binding indicative proposal from K1 Investment Management to acquire 100% of the issued share capital of Qoria for $0.40 cash per share by way of scheme of arrangement.

According to the release, the indicative proposal is subject to a number of conditions. This includes satisfactory completion of due diligence and exclusivity over a 6-week time frame, a unanimous Qoria Board recommendation, a commitment from all Qoria directors to vote in favour of the proposed transaction, final approval from K1, and entry into a binding scheme implementation agreement subject to numerous conditions including FIRB approval.

K1 Investment Management has advised that it has entered into call option arrangements with two Qoria shareholders owning approximately 169 million Qoria shares. This equates to approximately 14.4% of the ASX All Ords small-cap's outstanding shares. These arrangements can be exercised in the event that a competing proposal is announced.

Offer rejected

The ASX All Ords small-cap revealed that its board has concluded that the indicative proposal "significantly undervalues Qoria and has unanimously rejected the Indicative Proposal as not being in the best interests of shareholders."

It believes the proposal does not reflect Qoria's position as the global leader in both enterprise and consumer markets in child safety and wellbeing.

It also feels it ignores Qoria's strong growth prospects in a highly supportive regulatory environment and is opportunistically timed. The latter relates to the company being at a cash profit inflection point and in the midst of its most productive annual sales quarter.

Overall, the ASX All Ord small-cap stock's board does not intend to engage with K1 Investment Management and advised shareholders that they do not need to take any action in relation to the indicative proposal.

The board also warned that there is no certainty that a further proposal will be received from K1 Investment Management or any other third party. As a result, it urged shareholders not to place undue reliance upon such a proposal emerging.

The post This ASX All Ords small-cap is soaring 33% on a takeover bid appeared first on The Motley Fool Australia.

The following ASX All Ords shares spent a day in the red as well, after releasing FY22 and half-yearly results today. However, a late rally saw two of the companies return to base. Let's take a look.

Healthia Ltd (ASX: HLA)

The Healthia share price dropped 4% today after the ASX-listed healthcare company brought in some subdued results for FY22.

The top line did quite well with revenue growth of 44.4% to $202.8 million, but Healthia recorded a net loss of $3.3 million.

Healthia attributes the loss to flooding events across Southeast Queensland and New South Wales, staff absenteeism and cancellations stemming from COVID-19. On top of this, there were one-off non-recurring acquisition, integration and restructuring costs.

Across the year, Healthia deployed $111.3 million in capital towards acquiring 95 new businesses. This includes the 63 Back In Motion physiotherapy clinics, enabling Healthia to become one of the largest health providers in Australia and New Zealand.

However, these acquisitions stretched Healthia's balance sheet. It increased borrowing to around $77 million and managed to negotiate an extension of its finance facility from $70 million to $100 million.

Management advised that it expected to record underlying earnings before interest, taxation, depreciation and amortisation of more than $40 million in FY23.

Healthia also plans to spend at least $20 million on acquisitions in FY23.

The company's current market capitalisation is around $231 million.

Family Zone Cyber Safety Ltd (ASX: FZO)

The Family Zone share price spent all day in the red on the back of a poor set of financial results for FY22 before returning to its previous closing price of 40 cents apiece in the final moments of trading. The company is focused on developing a cyber safety and parental control platform.

Revenue increased 399% from $8.96 million in FY21 to $44.73 million in FY22, but this couldn't curtail the hefty jump in its net loss. Family Zone recorded a 243% increase in its net loss from $21.98 million in FY21 to $75.38 million in FY22.

The significant change in results is due to the company's acquisition of Smoothwall and Cipafilter during the year.

Family Zone currently holds $32.75 million in cash and $0.2 million in long-term borrowings.

Operating cash outflow jumped from negative $15.48 million in FY21 to negative $37.32 million in FY22.

Family Zone's market capitalisation is around $352.23 million.

Audio Pixels Holdings Ltd (ASX: AKP)

The Audio Pixels share price fell by as much as 3% today on the back of soft results for HY22. However, shares in the ASX All Ords company also rallied back to their previous closing price of $14.47 in the final moments of trading.

Revenue went up from $58.3 million in HY21 to $78.6 million in HY22. Audio Pixels' net loss also went in the right direction, improving from $1.6 million to $0.68 million. However, when you account for foreign exchange differences, net loss rose from $2.66 million in HY21 to $2.98 million in HY22.

Operating cash outflow improved slightly from $2.64 million in HY21 to $2.50 million in HY22.

It appears Audio Pixels needs to raise more capital or rely on more debt given it holds $0.59 million in current assets and $1.40 million in current trade payables.

Audio Pixels relied heavily on unsecured borrowings of $2.39 million in HY22.

The current market capitalisation of Audio Pixels is around $415 million.

The post 3 ASX All Ords shares beaten up on results appeared first on The Motley Fool Australia.

In afternoon trade, the cyber safety company's shares are up 15% to a 52-week high of 77.5 cents.

This latest gain means the Family Zone share price is now up 68% in 2021.

Why is the Family Zone share price rocketing higher?

The Family Zone share price has taken off today after the release of a positive announcement this morning.

According to the release, the company's recently acquired subsidiary, Smoothwall, has been awarded a substantial contract with Public Sector Broadband Aggregation (PSBA). This is the public sector provider of broadband services to Wales in the UK.

The contract will see Smoothwall Cloud Reporting services provided to all state schools in Wales. This is on top of the Smoothwall Filter, which is used across all Wales public schools already.

What is the deal worth?

The release explains that the three-year deal has a total contract value of ~ A$1.4 million or A$475,000 per annum.

Management believes it reinforces Smoothwall's position as the leading safeguarding provider in the UK. It also notes that it offers future opportunities to broaden the scope of services provided.

Family Zone's Managing Director, Tim Levy, commented: "Securing the Cloud Reporting contract with PSBA enhances Smoothwall's reputation as a leading provider of safeguarding solutions in the UK. This important contract deepens our relationships with Wales education and creates opportunities to broaden the scope of services we can provide in the future."

Family Zone is quickly becoming a leader in the fast growing global cyber safety industry. It has a service footprint in excess of 18,000 schools and 9 million students across the United States, United Kingdom, and the Australia and New Zealand markets.

The Family Zone share price is now up 31% since announcing the acquisition of Smoothwall for $142 million.

The post Why the Family Zone (ASX:FZO) share price is leaping 15% appeared first on The Motley Fool Australia.

Since returning to trade, investors have been buying into the company. At the time of writing, the Family Zone share price is swapping hands for 70.5 cents, up 17.5%.

The company's ambitious acquisition is worth nearly half the current value of Family Zone which has a market capitalisation of $294 million.

Let's check out the details.

Expanding abroad

On Friday, Family Zone revealed it had executed a binding agreement to acquire United Kingdom (UK)-based digital safety solution provider Smoothwall.

The company is the UK's leading provider of monitoring and filtering products to the education sector.

Smoothwall services approximately 38% of the UK's education market. To detail the extent of its market presence, it currently provides services to more than 12,400 schools and 6 million students.

This translates into A$30 million of annual recurring revenue and a pro-forma earnings before interest, tax, depreciation, and amortisation (EBITDA) of roughly A$7 million for the last financial year.

Family Zone believes the acquisition of Smoothwall creates "…the world's most compelling K-12 digital safety solution incorporating Family Zone's fast-growing Linewize K-12 solutions, Family Zone's parental controls, and Smoothwall's scale and world-leading solutions".

Accompanying the acquisition announcement was the reveal of a A$146.4 million capital raise to fund the attainment at 55 cents per share.

This would be comprised of a fully underwritten institutional placement of A$71 million and a non-renounceable entitlement offer of A$75.4 million.

As of today, we now know Family Zone has been successful in raising $114.1 million through the institutional offer. Subsequently, the retail offer is aiming to deliver another $32.3 million in capital. The retail offer will open to investors on 11 August 2021.

What's next for Family Zone and its share price?

The retail portion of the capital raise will close on Friday 20 August 2021. Following this, the announcement of the retail raising outcome will be made on 25 August.

Additionally, It is worth noting that shareholders will experience a significant share dilution.

With roughly 266 million new shares on issue, this would represent more than a 60% increase in shares outstanding. There is potential that such dilution may put downward pressure on the Family Zone share price.

Finally, in Family Zone's recent June quarter results, the company outlined strong momentum for its immediate future. This is largely driven by the sales cycle and US funding. However, positive regulatory changes are also expected to act as tailwinds.

The post Family Zone (ASX:FZO) share price climbs 17% on UK acquisition appeared first on The Motley Fool Australia.

Four ASX shares that are climbing more than most today are listed below. Here's why they are charging higher:

Family Zone Cyber Safety Ltd (ASX: FZO)

The Family Zone share price has jumped 16% to 70 cents. Investors have been buying the cyber safety company's shares following the completion of an institutional placement. Family Zone has received binding commitments to raise $114.1 million at a price of $0.55 per new share. These funds will be used to fund the upfront consideration for the acquisition of UK based K-12 digital safety solutions provider Smoothwall.

Insurance Australia Group Ltd (ASX: IAG)

The IAG share price is up 5% to $5.24. This morning the insurance giant announced changes to its board. This will see the company's Chair, Elizabeth Bryan, retire at its annual general meeting in October. She will be succeeded by Tom Pockett. However, the catalyst for today's gain isn't likely to be this. It is more likely to have been driven by a strong result by an insurance rival this morning.

Latitude Group Holdings Ltd (ASX: LFS)

The Latitude share price is up 5% to $2.40. Investors have been buying the instalments and lending company's shares after it announced an agreement to acquire Symple Loans for $200 million in shares and cash. Symple is a Melbourne-based personal lending fintech. It uses state-of-the-art global technologies, advanced analytics, and proprietary risk-based pricing techniques to deliver simple digital experiences to customers and brokers, fast approvals, and same-day settlements.

Suncorp Group Ltd (ASX: SUN)

The Suncorp share price has jumped 8% to $12.84. The catalyst for this was the release of a strong full year result this morning. For the 12 months ended 30 June, the insurance giant reported a 42.1% increase in cash earnings to $1,064 million. This compares favourably to Goldman Sachs' estimate of $1,005 million. This strong form allowed Suncorp to declare a special dividend and announce a $250 million on-market share buyback.

The post Why Family Zone, IAG, Latitude, & Suncorp shares are charging higher appeared first on The Motley Fool Australia.

The massive price rise comes after the company announced "significant growth" and a "record quarter".

Let's take a closer look at today's news.

Company Profile

Family Zone Cyber Safety is engaged in developing a universal cyber safety and parental control platform in the fast-growing cyber safety industry. Its platform allows for secure collaboration between "schools, parents, and cyber safety educators".

Why the Family Zone share price is rising

In a statement to the ASX, Family Zone says its June quarter was a record for the company. There was 128% growth year-on-year (YoY) in student numbers to total 3 million. Around 2,000 schools were added to its platform, taking the total to 5,600 schools. The company now services approximately 5% of all US school districts.

In the last quarter, $5.8 million worth of contracts were signed plus an extra $1 million acquired through the purchase of NetRef. According to Family Zone, in annual value terms, this converts to roughly $3.3 million in contracts plus $630,000 through NetRef.

Investors are enjoying today's news, judging by the rise in the Family Zone share price.

Management commentary

Family Zone Managing Director Tim Levy:

This was a breakthrough quarter. We added over 1 million students and 2,000 schools and now service more than 3 million students and 5% of US school districts. We broke sales records and most encouragingly ended the quarter with ~1,500 schools in trials.

Family Zone share price snapshot

Over the past 12 months, the Family Zone share price has increased by 120%. Last month, shares in the company jumped 7% on the news it had signed a contract with the largest school district in the US state of Texas.

Family Zone's surge comes after its previous 52-week high achieved just 10 days ago on a capital raising announcement.

Family Zone has a market capitalisation of $273 million.

The post Family Zone (ASX:FZO) share price jumps 14% after record quarter appeared first on The Motley Fool Australia.