While large-cap names tend to dominate headlines, there are a number of ASX shares quietly building strong growth platforms behind the scenes. For investors willing to look beyond the obvious, these companies can offer compelling long-term potential.

Here are two under-the-radar ASX shares that could be worth considering.

Breville Group Ltd (ASX: BRG)

The first ASX share that could have significant long-term potential is Breville.

At first glance, Breville might look like a traditional appliance business. But underneath the surface, it is evolving into a global premium consumer brand with multiple growth levers.

The company continues to expand internationally, with newer markets such as China, Korea, the Middle East, and Mexico delivering very strong growth. In fact, these newer regions collectively grew more than 50% during the first half, highlighting the early-stage opportunity still ahead.

At the same time, Breville is benefiting from strong demand in its coffee category, which continues to drive growth globally. Its focus on premium products and innovation allows it to maintain pricing power and brand strength.

Another interesting angle is its investment in artificial intelligence. Management is rolling out AI across the entire business, not just as a small initiative but as a company-wide transformation.

Combined with ongoing product development and geographic expansion, this suggests Breville has more to it than a typical consumer discretionary company.

SiteMinder Ltd (ASX: SDR)

Another under-the-radar ASX share with plenty of potential is SiteMinder.

SiteMinder operates a global hotel distribution and revenue platform, sitting at the centre of how accommodation providers manage bookings, pricing, and distribution.

What makes it particularly interesting is its combination of strong growth and improving profitability. The company recently delivered revenue growth of over 25% alongside a significant improvement in earnings, with EBITDA more than doubling.

Its Smart Platform strategy is a key driver here. By expanding its product offering and increasing adoption among customers, SiteMinder is growing both its customer base and the amount it earns per customer.

This is reflected in its rising annual recurring revenue and improving unit economics, which point to a scalable business model with operating leverage.

There is also a strong structural tailwind from the increasing complexity of hotel distribution and pricing, particularly as artificial intelligence becomes more widely adopted across the travel industry. SiteMinder's platform plays a critical role in executing transactions and managing this complexity, positioning it well for long-term growth.

The post 2 under-the-radar ASX shares with bags of potential appeared first on The Motley Fool Australia.

This optimistic session for the local markets followed a mixed start to the American trading week over on Wall Street in the early hours of this morning.

The Dow Jones Industrial Average Index (DJX: .DJI) managed to snatch a win from the jaws of defeat, rising by 0.11%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) wasn't so lucky, though, falling 0.73%.

But let's return to Australian shares now and take stock of how today's indecisiveness affected the various ASX sectors this session.

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

Small businesses can be just as good of an investment as a large business, perhaps an even better one, mainly due to their long-term earnings growth potential.

I'm optimistic that the following businesses have a very positive future.

Propel Funeral Partners Ltd (ASX: PFP)

Propel is one of the largest operators of funerals and crematoria in Australia and New Zealand.

It's a morbid industry, but it's an important one for society. Sadly, the sector does see a certain level of demand each year. As the saying goes, there are two things certain in life – death and taxes.

Due to Australia's growing and ageing population, the number of deaths per year is expected to grow in the coming years, which gives the business ultra-long-term tailwinds.

Death volumes are expected to increase by an average of 2.9% between 2026 to 2035 and then grow by a further 2.4% from 2036 to 2045. New Zealand is also expected to long-term growth, though not quite as strong.

Inflation is another useful boost for the ASX All Ords stock's revenue because it helps boost the average revenue per funeral. Propel Funeral Partners reported that its compound annual growth rate (CAGR) has been 2.8% since FY15, though it was faster during the inflationary period earlier this decade.

I think this company's net profit can steadily grow over the long-term, making the recent decline an appealing time to buy, in my view.

Siteminder Ltd (ASX: SDR)

Siteminder is another ASX All Ords stock that I'm bullish about over the long-term because of its growth rate and plans for the future.

The business provides software to hotels around the world to help them run their operations and generate more revenue for their rooms over the course of a year.

The ASX All Ords stock has a goal of growing its revenue by 30% per year, which is a tremendous rate of compounding if it can achieve that goal. The business is offering new modules to clients to help them be even better at generating revenue from the software (such as analysis of data), including an offering that enables Siteminder to automatically adjust room prices for the hotel.

The company is currently growing revenue at a growth rate that's in mid-20% range and I think the market is underestimating at how much it could grow in the next few years.

Additionally, the company's operating profit (EBITDA) margins and cash flow margins are growing, particularly as it is now generating positive figures in those two areas (it has been in the minus but improving in previous years).

With the Siteminder share price down more than 60% in the past six months, I think this is a great time to invest.

The post 2 excellent ASX All Ords stocks I'd buy today appeared first on The Motley Fool Australia.

That doesn't remove the risk. But it does change the opportunity.

Here are three ASX tech stocks I think are looking like bargains at current levels.

Catapult Sport Ltd (ASX: CAT)

Catapult operates in a technology niche that continues to expand. It provides performance analytics and wearable technology to professional sports teams around the world.

What stands out to me is how embedded its products are within elite sport. Teams rely on its data to manage performance, reduce injury risk, and gain a competitive edge. That creates a level of stickiness that is difficult to replicate.

The ASX tech share has also been shifting toward a more recurring revenue model, which is supporting strong growth. In fact, this week, Catapult announced that it expects to report annualised contract value (ACV) growth of 27% to 28% in FY26 to US$133 million to US$134 million.

So, after a significant share price pullback, I think a buying opportunity has opened up for investors.

WiseTech Global Ltd (ASX: WTC)

WiseTech Global has been one of the most heavily sold-off tech shares on the ASX.

Much of that appears to be driven by concerns around AI and how it could impact software platforms. But I think that risk is being misunderstood.

WiseTech is integrating AI into its CargoWise platform, using it to automate workflows and improve efficiency across global logistics. Rather than replacing the business, I believe AI could strengthen its market position.

With a deeply embedded platform, global reach, and strong recurring revenue, I still see this as a high-quality company trading at a far more reasonable price than it was a year ago.

SiteMinder Ltd (ASX: SDR)

Lastly, SiteMinder adds exposure to the global travel and hospitality technology space. Its platform helps hotels manage bookings, distribution channels, and revenue, connecting them to a wide range of online travel agencies.

What I like here is the scale of the opportunity. The accommodation sector is still digitising, and SiteMinder is positioned as a key infrastructure layer within that ecosystem.

As more hotels move toward integrated platforms, the company has the potential to grow both its customer base and revenue per user.

Like many growth stocks, it hasn't been spared from the recent AI sell-off. But that could be an overreaction, especially with management working on an AI agent solution for its platform that leverages the technology and doesn't get replaced by it.

Foolish Takeaway

Sell-offs in tech can be uncomfortable, but they can also create opportunities to buy quality businesses at more attractive prices.

Catapult, WiseTech, and SiteMinder are all operating in growing industries, with business models that have the potential to scale over time.

For patient investors, I think these are the types of ASX tech shares that could be worth buying and holding through the volatility.

The post 3 bargain ASX tech shares I'd buy right now appeared first on The Motley Fool Australia.

These companies have faced plenty of headwinds so far in 2026, as we've seen some of Australia's biggest tech companies heavily sold off. 

Just to name a few: 

• Xero Ltd (ASX: XRO) is down 33% YTD
• WiseTech Global Ltd (ASX: WTC) has dropped nearly 43%
• Megaport Ltd (ASX: MP1) has fallen 38%
• SiteMinder Ltd (ASX: SDR) is down 54%.

Why are tech stocks falling?

Investors appear to be firmly positioning themselves with a risk-off approach for a few reasons. 

Ongoing conflict in the Middle East has prompted investors to push away from riskier growth oriented companies like tech. 

Additionally, AI interruption fears have turned sentiment largely negative on Aussie tech stocks as investors consider which companies could be replaced. 

Finally, the RBA has raised interest rates amidst rising inflation, which negatively impacts tech valuations which depend on future earnings. 

Altogether, it's a mix of macroeconomic pressure, shifting sentiment on AI, and a normal correction after a strong rally.

With so much downward pressure in recent months, it's clear that some of these tech stocks present a relative value. 

The rebound won't happen overnight. But let's see which of these battered tech stocks are expected to recover. 

Megaport and SiteMinder could double according to Morgans

Megaport is a technology company that runs a global software-defined network platform, enabling businesses to connect directly to cloud providers and data centres. Its platform allows companies to build fast, flexible connections between their digital infrastructure without the need for traditional network contracts.

Morgans is optimistic its core product is set to benefit from AI growth, rather than be replaced by it. 

The broker has a $16 price target on this tech stock. 

From current levels, that indicates an upside of roughly 112%. 

Meanwhile for SiteMinder, the company provides an e-commerce platform for hotels and other accommodation businesses.

Morgans has a buy rating and $7.00 price target on the company's shares, with the broker pointing to key business metrics remaining robust despite downward pressure. 

This target is 150% higher than yesterday's closing price. 

WiseTech and Xero 

Xero shares have continued to tumble in 2026. 

The company offers cloud-based, accounting software for small to medium businesses.

It has been one of the tech stocks caught up in AI integration/replacement fears, as some argue its core business could be at risk. 

However, many brokers still maintain positive outlooks on the company. 

For example, analysts at Citi have retained their buy rating and $144.80 price target. This indicates 93% upside. 

Citi has a similarly positive outlook for WiseTech shares. 

A recent price target of $65.35 from the broker is roughly 67% higher than current levels. 

The post Which ASX battered tech stock has the most upside according to brokers? appeared first on The Motley Fool Australia.

A decline in the share price doesn't automatically mean the business is great value. But, given where the earnings of the following shares are likely to go, I think the three ASX shares below are strong buys.

Siteminder Ltd (ASX: SDR)

Siteminder is a software provider for 53,000 hotels around the world, and it's growing at a quick pace. During the first half of FY26, it added 2,900 hotel properties to its customer base.

The ASX share has a goal of growing its annual recurring revenue (ARR) by 30% annually, which would be a tremendous rate of improvement. In the FY26 half-year result, ARR increased 29.7% to $280.3 million, while revenue grew 25.5% to $131.1 million.

As a software business, its costs aren't likely to climb at the same rate as its revenue because it's so low-cost to sell one more software subscription to a new hotel. That's partly why we saw adjusted operating profit (EBITDA) more than double to $12.3 million.

The ASX share is rolling out new modules to help its clients generate stronger revenue from its hotels throughout the year, which is also helping increase Siteminder's average revenue per user (ARPU).

Using the profit forecast on CMC Invest, the Siteminder share price is valued at 24x FY28's estimated earnings. That looks really good value if Siteminder's revenue grows faster than 20% per year in the next few years.

Centuria Industrial REIT (ASX: CIP)

This is a real estate investment trust (REIT) that owns a national portfolio of industrial properties across Australia. It's properties like these that are the backbone of the supply chains, distribution networks, data centres, and food/medicine.

The rental potential of the ASX share's portfolio is increasing thanks to tailwinds like a growing population, increasing adoption of online shopping, data centre demand, and so on. The REIT says that its portfolio is 20% under-rented, so its rental income has significant growth potential over the next several years as rental contracts are renewed.

Centuria Industrial REIT reported that in the first six months of FY26, its net operating income (NOI) grew by 5.1%, and it is guiding that its funds from operations (FFO) could grow up to 6% in FY26.

Centuria Industrial REIT looks cheap to me because its reported net tangible assets (NTA) was $3.95 at 31 December 2025, so it's at a discount of around 25%.

Aeris Resources Ltd (ASX: AIS)

This ASX mining share describes itself as a mid-tier base and precious metals producer.

Its key focus is copper, while also having a pipeline of "organic growth projects and an aggressive exploration program and continues to investigate strategic merger and acquisition opportunities", according to Aeris Resources.

The longer-term rise of the copper price has really helped the ASX share's profit outlook. In HY26, its revenue rose by 4.6% to $306.3 million, while cost of sales reduced 9% to $212.8 million.

Its operating cash flow jumped 67% to $97.3 million, while net profit after tax (NPAT) grew 62% to $47.9 million.

I think there is plenty of room for growth in the ASX share through both increased production and potentially higher resource prices over time.

Using the forecast on CMC Invest, the Aeris Resources share price is valued at 2x FY26's estimated earnings.

The post 3 ASX shares now trading at crazy cheap prices! appeared first on The Motley Fool Australia.

But that's exactly what the market has handed investors this week.

A number of well-known ASX growth names have fallen sharply, with each of the five below hitting 52-week lows or worse in recent sessions. While that can feel uncomfortable in the moment, it's often where long-term opportunities start to appear.

Here are five I'd be happy to buy and hold from here.

Gentrack Group Ltd (ASX: GTK)

Gentrack isn't a household name, but it operates in a niche that is becoming increasingly important.

The technology company provides billing and customer management software to utilities and airports, both of which are undergoing significant digital transformation.

What I like here is the structural tailwind. Energy markets are becoming more complex, and utilities need better systems to manage customers, pricing, and data.

This ASX growth share has been building momentum in recent years, and while the share price has pulled back, the long-term demand for its software looks intact despite artificial intelligence (AI) disruption fears.

SiteMinder Ltd (ASX: SDR)

SiteMinder sits at the heart of travel and technology.

Its platform helps hotels manage bookings across multiple channels, which is critical in an industry that relies heavily on online distribution.

The business has been growing strongly as global travel recovers and hotels continue shifting toward more automated, cloud-based systems.

Even after a sharp share price decline, the underlying story hasn't changed in my view. If anything, the long-term opportunity remains tied to increasing digitisation across the accommodation sector.

It is also worth highlighting that management appears confident AI will support rather than disrupt its platform. In fact, it is working on an AI agent function to leverage the technology.

Cochlear Ltd (ASX: COH)

Cochlear is one of the highest-quality growth shares on the ASX.

It has a global leadership position in hearing implants, backed by decades of research, innovation, and a strong brand.

While the share price can be sensitive to short-term factors, the bigger picture is driven by demographics and healthcare demand. An ageing population and rising awareness of hearing solutions continue to support long-term growth.

For me, this is the type of business where short-term weakness can create long-term opportunity.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster has had a volatile journey, but its long-term potential remains compelling.

It operates as an online furniture and homewares retailer, benefiting from the ongoing shift toward ecommerce in categories that were traditionally dominated by physical stores.

The business has been investing in its platform, logistics, and customer experience, which should help it capture more market share over time.

With the share price down heavily, I think the market may be underestimating how large the online opportunity could become in this space.

Aristocrat Leisure Ltd (ASX: ALL)

Lastly, Aristocrat is a global gaming and entertainment company with a strong track record.

Its core land-based gaming business generates solid cash flow, while its digital segment provides an additional growth engine.

What stands out is its ability to consistently develop successful game content, which supports both revenue and margins.

Despite its quality, the share price has come under pressure recently along with broader market weakness. For long-term investors, that could be a chance to pick up a high-quality business at a more attractive valuation.

Foolish takeaway

Gentrack, SiteMinder, Cochlear, Temple & Webster, and Aristocrat all have different drivers, but each offers exposure to long-term growth trends.

After their recent pullbacks, I think they're worth serious consideration for investors willing to take a longer-term view.

The post 5 great value ASX growth shares I'd buy and hold appeared first on The Motley Fool Australia.

It's not often that share prices go through a decline of 10% or more. Widespread selling is painful as a shareholder but there are lower valuations (almost) across the board for brave prospective investors.

Sell-offs give us the chance to search across the S&P/ASX 300 Index (ASX: XKO) (or smaller) to find beaten-up opportunities which could then bounce back when market confidence returns.

Assuming the investment still has a positive long-term outlook, a large decline is a great opportunity to see big returns if/when there's a recovery.

For example, if a share price drops by 50%, then returning to the previous position would be a return of 100%! Of course, it's not as easy as that to find the right opportunities. I'd only go for investments I believe can deliver higher earnings in three years from now.

Where I'm seeing exciting ASX share opportunities

In my view, there are multiple areas where the market is being too bearish on certain ASX shares.

The ASX tech share (and tech-related) space is awash with names that have been hit by AI worries, then hit again by the prospect of inflation and higher interest rates. I'm thinking of names like Siteminder Ltd (ASX: SDR), TechnologyOne Ltd (ASX: TNE), Xero Ltd (ASX: XRO), REA Group Ltd (ASX: REA) and Pro Medicus Ltd (ASX: PME).

Businesses in the funds management space are certainly feeling the pain of lower share markets, as well as a hit to market confidence. I think the businesses of Pinnacle Investment Management Group Ltd (ASX: PNI), L1 Group Ltd (ASX: L1G) and Australian Ethical Investment Ltd (ASX: AEF) are very compelling options right now.

The ASX retail share space is appealing as well because market confidence in them can be cyclical. I think growing retail businesses could be particularly good long-term investments during this period, such as Temple & Webster Group Ltd (ASX: TPW), Lovisa Holdings Ltd (ASX: LOV), Universal Store Holdings Ltd (ASX: UNI) and Nick Scali Ltd (ASX: NCK).

Finally, I want to highlight some other ASX growth shares that have been caught up in the sell-off but could be generate significantly higher profit in three to five years. I'm attracted to Breville Group Ltd (ASX: BRG), Sigma Healthcare Ltd (ASX: SIG), Tuas Ltd (ASX: TUA) and Guzman Y Gomez Ltd (ASX: GYG).

The post Why buying ASX shares in March could supercharge your wealth appeared first on The Motley Fool Australia.

But rather than trying to chase what's hot, I prefer to focus on businesses that are executing well, growing consistently, and have clear long-term potential.

Here are four top ASX shares that stand out to me.

Sigma Healthcare Ltd (ASX: SIG)

Sigma has quietly repositioned itself over the past few years.

The key driver is its merger with Chemist Warehouse, which has created a much larger and more competitive healthcare business. That added scale should help improve efficiency, strengthen supplier relationships, and support margins over time.

It also gives Sigma exposure to one of the strongest retail pharmacy brands in Australia, which I think adds a layer of quality to the story.

For me, this is a business that may not look exciting today, but could deliver steady earnings growth as the benefits of that transformation come through.

HUB24 Ltd (ASX: HUB)

Another top ASX share I would buy is HUB24. It continues to stand out as one of the more consistent performers on the ASX.

Funds under administration keep growing, net inflows remain strong, and it continues to take share from competitors. That combination tells me the platform is resonating with advisers and clients.

There's also a broader shift toward professional financial advice and platform solutions, which provides a supportive backdrop for continued growth.

In my view, HUB24 is a high-quality compounder that is benefiting from both strong execution and favourable industry dynamics.

WiseTech Global Ltd (ASX: WTC)

WiseTech has had a tougher run recently, but I think it's still a high-quality technology business.

Its CargoWise platform plays a critical role in global logistics, and once embedded, it becomes very difficult for customers to replace. That creates sticky revenue and long-term customer relationships.

The company is also continuing to invest in product development, which should help expand its capabilities and strengthen its competitive position.

While the share price may remain volatile as AI disruption concerns linger, I see this as a business with genuine global scale and a long runway for growth.

SiteMinder Ltd (ASX: SDR)

SiteMinder is another technology company that I think deserves attention.

It provides software that helps hotels manage bookings, pricing, and distribution across multiple channels, effectively sitting at the centre of their revenue operations.

What I like is that it is now combining solid growth with improving profitability, which is an important step for any software business.

There's also a clear opportunity to deepen its relationship with customers by expanding the range of products it offers, which could support revenue growth over time.

To me, SiteMinder looks like a company that is still early in its journey, with a large addressable market and increasing momentum.

Foolish takeaway

These aren't the only ASX shares I'd consider buying right now, but they're four that stand out as top picks for different reasons.

Sigma offers a transformation story, HUB24 continues to deliver consistent growth, WiseTech has global scale, and SiteMinder is building a strong position in hotel technology.

Together, they reflect the kind of quality and growth I'd be looking for in a long-term portfolio.

The post 4 top ASX share picks to buy appeared first on The Motley Fool Australia.

Australia is a great country to do business in, but with less than 30 million people in Australia it's important to recognise there are other continents with much larger addressable markets to target.

I'm excited about the potential of the following Australian stocks. I expect both will be positions in my portfolio this year – I'm already a shareholder of the hotel software business I'm about to outline.  

Sigma Healthcare Ltd (ASX: SIG)

Sigma owns three different brands in Australia – Chemist Warehouse, Amcal and Discount Drug Stores. It's also one of the largest wholesalers in Australia. It also has Chemist Warehouse locations in New Zealand, Ireland, Dubai and China. I'm hopeful the business can expand to other international locations in the coming years.

The core Australian Chemist Warehouse (CW) business is performing strongly, with CW-branded store sales up 17.2% in the FY26 half-year result. This helped Sigma's revenue climb 14.9% to $5.5 billion, with normalised operating profit (EBIT) rising 18.7% to $582.9 million, normalised net profit increasing 19.2% to $392 million.

I was particularly pleased to see that international growth accelerated, with retail network sales increasing by 24.5% year-over-year.

Comparing its international store networks between HY26 and the end of FY25, it grew its New Zealand store network by nine to a total of 70, Ireland stores grew by three to 17 and the Dubai network was flat at two. It's expecting to open 11 stores internationally in the second half of FY26.

In China, the business is focusing on profitable online sales and plans to shut the physical store network by FY29.

With increasing operating leverage, growing store networks and an ageing and growing Australian population, there are multiple earnings tailwinds overall for the Australian stock.

According to the forecast on CMC Invest, the Sigma Healthcare share price is valued at 30x FY28's estimated earnings.

Siteminder Ltd (ASX: SDR)

Siteminder is a leading ASX tech share that provides software to thousands of hotels around the world to help them with their operations and maximise their room revenue with distribution and room pricing.

The Australian stock has built its market share over the years thanks to its offering's appeal, with the current focus being on larger hotels.

One of the most pleasing things about investing in this business today is that after falling close to 60% since October 2025, its revenue has continued growing strongly.

I like how the business has a target of revenue growth of 30% and it's working hard to generate that growth from new and existing clients, partly by offering more advanced software modules.

In the FY26 half-year result, the business grew its revenue by 25.5% to $131.1 million, while the adjusted operating profit (EBITDA) more than doubled to $12.3 million.

With growing average revenue per user (ARPU), a growing list of hotel clients and rising profit margins, this Australian stock has a very exciting future ahead, in my view.

The post 2 strong Australian stocks to buy now with $6,000 appeared first on The Motley Fool Australia.

If you are, then it could be worth considering the two ASX 200 shares named below that Morgans is bullish on. Here's why it thinks they could rise strongly from current levels:

Domino's Pizza Enterprises Ltd (ASX: DMP)

This beaten-down pizza chain operator could be an ASX 200 share with major upside according to the broker.

Morgans has a buy rating and $25.00 price target on the company's shares. Based on its current share price of $18.60, this implies potential upside of 34% for investors over the next 12 months.

The broker appears optimistic on management's strategic reset. It explains:

1H26 marks a clear strategic reset for DMP, with management prioritising a more profitable operating model over near-term volume. SSS was hard to digest, below expectations, but the balance of new information was encouraging, underpinned by a 4.5% lift in franchisee profitability and further cost-out opportunities.

We believe early actions from the new leadership team are directionally sound, although this is a multi-year turnaround and proof of execution is still required. Returning economics to franchisees is a prerequisite for improved sales momentum and store roll-outs, meaning shareholders may need to be patient, but the prize is there if the strategy is delivered. BUY maintained with an unchanged target price of $25.00.

Siteminder Ltd (ASX: SDR)

Another ASX 200 share that gets the thumbs up from Morgans is hotel technology company Siteminder.

Morgans has a buy rating and $7.00 price target on the company's shares. Based on its current share price of $3.19, this implies potential upside of over 100% between now and this time next year.

The broker believes the company's shares are severely undervalued. It explains:

SDR's 1H26 result was largely per expectations at the revenue line (A$131m, +23% on the pcp on a constant currency basis), however marginally below at EBITDA. Growth in transaction revenue and the mix shift towards the higher margin Smart Platform offering saw the group gross margin expand ~98bps to 67.8%.

Key business metrics remain robust (e.g LTV/CAC of 6.7x, ARR and Rule of 40 growth). We undertake a broad review of our assumptions in this update. Our price target is lowered to A$7.00 (from A$8.10) as a result. However, given the significant discount of the current share price versus our valuation we upgrade to a BUY recommendation.

The post These ASX 200 shares could rise 30% to 100% appeared first on The Motley Fool Australia.

I'm not just saying I think it's a great buy – I recently put some of my own investment money into buying a small slice of the ASX tech share.

It provides software for hotels around the world to manage their operations, connect with accommodation booking providers, view data on room pricing, and automate hotel processes.

The business recently reported its FY26 half-year results and demonstrated both strong growth and improving profitability. I think the market is underestimating the company's potential to be one of Australia's top shares, and AI won't have the negative impact the market seems to be pricing.

Great revenue growth

The business delivered very good growth in the FY26 half-year result, with total revenue growth of 25.5% to $131.1 million. Within that, subscription revenue increased 17.7% to $78.1 million, and transactional revenue soared by 39.1% to $53 million.

Net property additions in HY26 were 2,900, bringing the total number of properties to 53,000. Siteminder said that it has continued its strategy of pursuing larger properties.

Siteminder's new initiatives are within what it's calling its 'smart platform' with three offerings.

Channels Plus has grown to around 7,000 hotels, with ongoing progress in inventory optimisation and expanding distribution use cases. Dynamic Revenue Plus has seen accelerating adoption, with over 20,000 rooms now under management. The Smart Distribution Program broadened its impact across distribution partners.

The improved adoption of the smart platform is significantly increasing the value of each subscriber for Siteminder. Overall average revenue per user (ARPU) rose 11.3% to $435, which saw a 4.5% increase in subscription ARPU to $257 and a 22.8% jump in transaction ARPU to $178.

With an annual revenue growth target of 30%, the business is worthy of the title of one of Australia's top shares, in my eyes.

Strong profitability

Siteminder is not just a business delivering fast revenue growth – it's now becoming profitable. Thanks to the operating leverage of a software business, I expect its profit margins to increase rapidly.

In HY26, its adjusted operating profit (EBITDA) more than doubled to $12.3 million, while adjusted free cash flow reached $2.7 million (an improvement of $3.3 million).

Profit margins are increasing across all levels of the business, as reflected in the gross profit margin, suggesting profit can continue to grow considerably faster than revenue for a long time to come.

Siteminder reported that its HY26 adjusted group gross profit margin increased by 98 basis points (0.98%) to 67.8%. The adjusted subscription margin increased 125 basis points (1.25%) to 86.7% through operating leverage and AI efficiencies, while the adjusted transaction margin rose 558 basis points (5.58%) to 40.1% thanks to the smart platform.

The broker UBS suggests that Siteminder could make a net profit of $21 million in FY27 and $77 million in FY30. That means it's trading at 13x FY30's estimated earnings, which looks exceptionally cheap to me and a great valuation to buy one of Australia's top shares.

The post A rare buying opportunity in 1 of Australia's top shares? appeared first on The Motley Fool Australia.

While the shares have climbed 13.54% since hitting a three-year low in mid-February, they are still down 27.31% year-to-date and are trading lower again (2.56% lower) on Wednesday morning.

The company announced a lower-than-expected FY25 result in May last year, followed by news of its US$2.5 billion acquisition of US-based Melio in July, which spooked investors.

Its FY26 interim results in November saw a net operating result a little behind expectations, but its EBITDA was ahead, and investors reacted cautiously.

The cloud-based accounting software company was caught up in the sector-wide tech sell-off and AI-related nervousness late last year (and into early 2026). This, combined with investor worry about the company's Melio acquisition, and potentially overvalued share price, saw many sell up. 

Going forward, analysts are incredibly bullish on the outlook for Xero shares, with some tipping the tech stock to double, or more, over the next 12 months.

While it looks like that sort of share price growth is doable, thanks to the company's 'sticky' subscriber base and global expansion plans, there is a very long way for Xero to go before it returns to mid-2025 levels.

Here's another ASX tech stock that I think has fantastic prospects for strong growth this year. And analysts are tipping upsides as strong as those for Xero.

I'd buy SiteMinder shares instead

SiteMinder Ltd (ASX: SDR) provides an e-commerce platform for hotels and other accommodation businesses. The company touts its product as helping hotels to sell, market, manage, and grow their businesses from one platform. It offers integrations with hotel property management systems and third parties such as online travel agencies, tour operators, and global travel distributors. 

The company posted strong half-year FY26 growth last month, including a 25.5% revenue increase, and its EBITDA doubled. SiteMinder said that it is targeting continued strong growth in annual recurring revenue through the second half of FY26, underpinned by further Smart Platform adoption. Management expects ongoing improvements in its financials across the board. In the medium term, SiteMinder is aiming for a rapid 30% revenue growth.

At a current share price of $3.37, at the time of writing, it looks like a rare buying opportunity for a stock well-positioned for great growth this year. Surprisingly, the Siteminder share price has declined by more than 52% over the past six months. But structural tailwinds could easily cause a sharp turnaround. 

What do analysts think of SiteMinder shares?

Analysts are very bullish about the outlook for SiteMinder shares. TradingView data shows that 14 out of 16 analysts have a buy or strong buy rating on the ASX tech stock. 

The maximum target price is $8.30. That implies that the share price could rocket 148.5% higher over the next 12 months. That's more than double the value!

The post Forget Xero shares, this ASX tech stock is tipped to double in value appeared first on The Motley Fool Australia.

By the time the market's closed, the index had lost another 1%, leaving it at a flat 8,851 points as we head into the weekend.

This rather horrid end to the trading week for Australian investors follows a similarly rough morning on the American markets.

The Dow Jones Industrial Average Index (DJX: .DJI) suffered a horrendous day, dropping 1.61%.

However, the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared much better, 'only' falling 0.26%.

But let's get back to the local markets and take a closer look at how today's sell-off affected the different ASX sectors this session.

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

Here are three ASX growth shares I think investors could look back on and wish they'd bought at today's prices.

Life360 Inc (ASX: 360)

Life360 isn't your typical software business.

At its core, it operates a family safety and location-sharing platform that has become deeply embedded in the daily lives of millions of users. The network effect here is powerful. Once families rely on the app for coordination and safety, switching becomes unlikely.

The company has been growing its monthly active users strongly and is increasingly monetising through paid subscriptions. As the paying circle base expands, margins have room to improve.

Some investors have lumped Life360 in with broader tech weakness, particularly around AI disruption fears. But this is not an enterprise SaaS provider that can easily be replaced by a new AI tool. It is an ecosystem built over more than a decade, with data, brand trust, and product depth that would be difficult to replicate quickly.

If user growth continues and monetisation improves, today's share price could look conservative in hindsight.

Siteminder Ltd (ASX: SDR)

SiteMinder operates in a niche that I think has enormous long-term potential: hotel distribution and revenue management software.

Hotels increasingly rely on digital channels to manage bookings across online travel agencies, direct websites, and other platforms. SiteMinder sits at the centre of that ecosystem, helping properties manage rates, availability, and performance.

The opportunity is global. There are hundreds of thousands of accommodation providers worldwide, many of which are still underpenetrated when it comes to modern, cloud-based tools.

Revenue growth has remained solid, and as the business scales, operating leverage should start to show through more clearly. If management continues to execute and drive adoption internationally, earnings could compound at a strong rate over the next decade.

At current levels, I see a company with structural tailwinds trading at a far more reasonable valuation than it was during the market's peak optimism.

Xero Ltd (ASX: XRO)

Xero has been one of the ASX's great long-term growth stories.

It provides cloud-based accounting software to small and medium-sized businesses across Australia, New Zealand, the UK, and increasingly North America. Its ecosystem of integrations and partners creates meaningful switching costs once businesses are onboarded.

Recent concerns around AI and the integration of major acquisitions have weighed on sentiment. But when I step back, I still see a business with strong recurring revenue, global expansion opportunities, and improving margins.

Accounting and compliance are mission-critical functions. Even as AI tools evolve, small businesses still need trusted platforms to manage payroll, tax, and financial reporting. In fact, AI could enhance Xero's value proposition rather than undermine it.

If subscriber growth and profitability continue trending in the right direction, I wouldn't be surprised if today's share price is looked back on as a very attractive entry point.

Foolish Takeaway

Buying ASX growth shares when they are flying high feels easy. Buying them after a sell-off feels far harder.

But history suggests that high-quality growth businesses, purchased at more reasonable prices, can deliver outsized returns over time.

Life360, SiteMinder, and Xero each operate in markets that are likely to be larger in five or ten years than they are today. If they execute well from here, I think investors could look back and wish they had bought at these cheap levels.

The post 3 ASX growth shares you'll wish you'd bought at these cheap prices appeared first on The Motley Fool Australia.

It's during times like this when I'm reminded of one of the simplest, most useful phrases that legendary Warren Buffett has ever said: "Be fearful when others are greedy and greedy when others are fearful".

With that in mind, I'm going to highlight two Australian stocks that look great value after their recent declines. They are expected to continue delivering growing profits in the coming years. I'd happily buy them with $6,000.

REA Group Ltd (ASX: REA)

What's more Australian than property? REA Group is one of the best ways to gain exposure to the property market, in my opinion. It owns a number of property businesses including realestate.com.au, realcommercial.com.au, flatmates.com.au, PropTrack, Mortgage Choice and plenty more.

As the chart below shows, the REA Group share price has declined more than 30% in the past six months, at the time of writing, despite reporting a solid HY26 result.

Despite a 6% decline in national listings, REA Group's core operations revenue grew 5%, operating profit (EBITDA) grew 6% and net profit increased 9%. The dividend was hiked by 13% and the business also announced a $200 million share buyback which it is now enacting.

The company is benefiting from a stronger 'buy yield', meaning it's generating more revenue from the same listing.

I'm not sure how many property listings there are going to be over the rest of FY26, but the recent rate rise by the RBA could lead to more forced sellers. Another rate rise this year – which isn't impossible – could mean even more listings.

Additionally, the Australian population and the number of properties continue to grow over time, giving the business a larger total addressable market (TAM). I'm also hopeful that the company's US and Indian investments can become meaningful contributors to earnings as those markets become more digital.

It continues to command the most buyer and seller activity by some distance, with AI (agents) supposedly being a very small part of the picture (according to UBS).  

The broker UBS thinks the Australian stock's net profit can rise to $622 million in FY26 and $726 million in FY27. That would put the current REA Group share price at 31x FY26's estimated earnings.

Siteminder Ltd (ASX: SDR)

Siteminder is a leading software provider for thousands of hotels around the world. The company's offerings help clients with their operations and maximise their revenue.

The business gives clients data, analysis and insights on demand throughout the year, to help them decide on how to price their rooms and also connect with room distribution providers.

Surprisingly, the Siteminder share price has declined by more than 45% over the past six months, as the chart below shows.

The Australian stock is rapidly growing its financials and I'm expecting this to continue. HY26 revenue rose 25.5% to $131.1 million and the annualised recurring revenue (ARR) grew 29.7% to $280.3 million.

This period saw net property additions of 2,900 to 53,000, while the average revenue per user (ARPU) increased 11.3% to $435. It's benefiting from the additional software initiatives it's rolling out and the rising product adoption.

Profitability is rapidly increasing and this makes me believe the business has a promising future. It saw adjusted operating profit (EBITDA) surge 132% to $12.3 million. Ultimately, rising earnings should support a higher Siteminder share price.

The broker UBS thinks the business could see a net loss after tax of $1 million in FY26 and make a net profit of $77 million by FY30. That puts the business at 15x FY30's estimated earnings.

The post 2 strong Australian stocks to buy now with $6,000 appeared first on The Motley Fool Australia.

Siteminder provides software to help hotels run their operations, analyse their performance and maximise their bookings and revenue.

The company reported its half-year result earlier this week and it included everything I wanted to see. Let's run through some factors why I think it's a fantastic business to buy today following a large decline during the past year, as shown on the chart below shows.

Great revenue potential

In the FY26 half-year result, total revenue increased by 25.5% to $131.1 million.

Perhaps more excitingly, annualised recurring revenue (ARR) grew 29.7% to $280.3 million, with subscription ARR climbing 18.4% to $168.6 million and transaction ARR growing 51.3% to $111.7 million. Net property additions came to 2,900 during the half, bringing the total to 53,000 – it continues to pursue larger hotel properties.

Siteminder reported that its average revenue per user (ARPU) increased 11.3% to $435 reflect smart platform initiatives and rising product adoption.

Its initiatives with the smart platform mean the business has the potential to extract more revenue from each hotel client, while unlocking more revenue for them.

'Channels Plus' aims to streamline distribution expansion and it was launched in FY25. In less than two years, 7,000 hoteliers and 47 distribution partners have signed up.

'Dynamic Revenue Plus' aims to help hoteliers make data-driven commercial decisions through proprietary analytics and artificial intelligence. More than 20,000 rooms are now under management. These efforts "represent a significant step forward" in the company's ability to deliver "high-margin, AI-driven value" to subscribers.

The 'Smart Distribution Program' is designed to optimise the "synergies" between Siteminder's hoteliers and global distribution partners.

Regarding AI agents and booking, Siteminder said:

As AI adoption accelerates across the travel ecosystem – including tools embedded in the Smart Platform – pricing sophistication, update frequency, and distribution intensity are increasing. In this environment, the cost of latency or error rises materially, reinforcing the need for deterministic, high-reliability execution infrastructure.

The emergence of AI agents further amplifies this dynamic: while they may influence discovery and booking decisions, they rely on trusted systems to execute transactions, synchronise pricing and inventory, and fulfil reservations across fragmented hotel and distribution platforms. This positions SiteMinder's infrastructure as a foundational layer for AI-enabled commerce.

A targeted annual revenue growth rate of 30% makes this a top Australian share, in my view.

Rising profit margins

Rapid revenue growth alone makes this an incredibly attractive business and compelling investment.

As a software business, the company has pleasing operating leverage potential. In other words, costs don't rise at the same pace as revenue growth. That translates into rising profit margins and accelerates the company's intrinsic value.

There were a number margins in the result.

Specifically, the adjusted group gross profit margin increased 98 basis points (0.98%) year-over-year to 67.8%. Within that, the adjusted subscription margin increased 125 basis points (1.25%) to 86.7% through operating leverage and AI-driven efficiencies, and the adjusted transaction margin increased by 558 basis points (5.58%) to 40.1%, boosted by the smart platform.

Adjusted operating profit (EBITDA) grew by 132% to $12.3 million, while reported EBITDA grew $11.2 million to $11.5 million. The statutory net loss improved by $9.1 million to a loss of $3.9 million.

Profitability is rapidly improving at the business and I'm expecting its bottom line to significantly improve in the coming years.

Excellent value for one of Australia's top shares

The business is clearly doing well, yet the Siteminder share price has sunk. At the time of writing, it has dropped more than 50% from 29 October 2025.

When a business falls that far, it's a lot cheaper. Yet, the business is generating more revenue than ever and its operating profit margins are increasing.

I think it's a strong buy today after falling so hard, with its price/earnings (P/E) ratio for its FY30 earnings – whatever that ends up being – is significantly lower. I think the market is dramatically undervalued this business.

The post A rare buying opportunity in 1 of Australia's top shares? appeared first on The Motley Fool Australia.

Nvidia is one of the most important businesses in the technology supply chain, providing chips needed for AI and data centres. AI companies like OpenAI and Anthropic wouldn't be able to do what they do without the foundations provided by Nvidia.

Let's take a look at what Nvidia CEO Jensen Huang said and how it could be applied to ASX tech shares.

The markets got it wrong

Earlier this week, Huang spoke with CNBC's Becky Quick and shared his thoughts on investor concerns that AI agents might affect the earnings of several software companies.

He said that he thought "the markets got it wrong" regarding fears that AI agents will cannibalise the enterprise software industry. He doesn't think AI agents will replace the software tools, but will use them instead to boost efficiency. Huang then said to CNBC:

That's the reason why we also say agents are tool users.

All of these tools that we use today, whether it's Cadence or Synopsys or ServiceNow or SAP, these tools exist for a fundamentally good reason. These agentic AI will be intelligent software that uses these tools on our behalf and help us be more productive.

Nobody's going to service better than ServiceNow, and they're going to come up with agents that are really fine-tuned and optimized for the work that uses the tools that they have.

In the end, we need the tools to finish their work and put the information back in a way that we can understand.

I'm not in a position to know how AI tools and their use will develop in the coming years, but I think it would be too bearish to assume businesses will lose a large chunk of clients and margins in the next few years.

Why I think the ASX tech shares are undervalued

A share price is meant to reflect the long-term future prospects of a business, but I don't think the prospects of names like Xero Ltd (ASX: XRO), TechnologyOne Ltd (ASX: TNE), Pro Medicus Ltd (ASX: PME), Siteminder Ltd (ASX: SDR), REA Group Ltd (ASX: REA), and CAR Group Ltd (ASX: CAR) have dropped by 40% or 50%.

I think all of them have stronger economic moats than what the market is giving them credit for. Virtually all of them delivered strong revenue growth in the most recent reporting season, and I believe that profit margin improvement is quite likely to rise at many of them over the rest of FY26 as well.

I'm not sure I could commit to all of them for 50 years, but I'd be excited to buy any of them for my portfolio as a medium-term investment.

The post Why Nvidia's insights suggest ASX tech shares are undervalued appeared first on The Motley Fool Australia.

Three ASX shares that impressed enough to get an upgrade from Morgans are named below. Here's why the broker has become bullish on them:

Accent Group Ltd (ASX: AX1)

This footwear retailer delivered a profit result that was down heavily over the prior corresponding period, but in line with expectations.

Outside this, the broker was pleased to see management decide to close down the Glue Store brand and believes it will be supportive of earnings growth in FY 2027.

In light of this and the low multiples its shares trade on, the broker has upgraded the stock to a buy rating with a $1.30 price target. It said:

AX1 reported 1H26 EBIT which was down 30% yoy to $56.5m, in line with the revised guidance range provided in November ($55-60m). The decline was driven by soft comp sales and significant operating de-leverage from lower gross margins. AX1 has made the unsurprising decision to cease operations of loss-making Glue store, which contributed $8.4m EBIT loss in 1H26. On an underlying basis, EBIT fell 10%. We see this providing incremental benefit on group earnings in FY27.

We have increased our EBIT by 1.5% in FY26 and by 11% in FY27. Our blended valuation lifts to $1.30 (from $1.10). We have upgraded to a BUY (from HOLD). We see significant earnings growth in FY27, driven by underlying FY26 run-rate (ex-Glue), this makes the stock look inexpensive at ~10x FY27 P/E and ~5.6% yield.

Iress Ltd (ASX: IRE)

Morgans notes that this financial technology company delivered a profit result ahead of expectations. In response, it has upgraded its forecasts, bumped its valuation higher, and lifted its recommendation.

The broker now rates Iress shares as a buy with a $10.95 price target. It explains:

IRE delivered a solid FY25 result with underlying EBITDA of A$136.2m, +4.7% ahead of our estimate, and the group's FY25 guidance range. Divisionally each segment delivered solid EBITDA growth half on half, with APAC Wealth up +24.5%, UK Wealth +46%, and GTMD +8.6%. FY26 Cash EBITDA guidance (underlying EBITDA less capex) was provided at A$116-126m (representing 15-26% growth YoY).

IRE flagged that capex for FY26 will remain in line with FY25, which implies further operating leverage is expected. We upgrade our underlying EBITDA forecasts by +5-6%, which sees our price target increase to $10.95 from $10.50. With over 50% implied TSR, we move to a BUY rating from ACCUMULATE.

Siteminder Ltd (ASX: SDR)

A third ASX share that has been upgraded by Morgans is hotel technology company Siteminder.

In response to its mixed half-year result and recent share price weakness, the broker has upgraded its shares to a buy rating with a $7.00 price target. It said:

SDR's 1H26 result was largely per expectations at the revenue line (A$131m, +23% on the pcp on a constant currency basis), however marginally below at EBITDA. Growth in transaction revenue and the mix shift towards the higher margin Smart Platform offering saw the group gross margin expand ~98bps to 67.8%. Key business metrics remain robust (e.g LTV/CAC of 6.7x, ARR and Rule of 40 growth).

We undertake a broad review of our assumptions in this update. Our price target is lowered to A$7.00 (from A$8.10) as a result. However, given the significant discount of the current share price versus our valuation we upgrade to a BUY recommendation.

The post Morgans just upgraded these ASX shares to buy ratings appeared first on The Motley Fool Australia.

AI may well be a problem for a few different business models. But, the effect may take a lot longer to play out, impacts may not be as widespread, and incumbent businesses may be able to utilise AI to their advantage.

Following significant sell-offs of a number of businesses that I'm bullish about, I decided to put $4,000 into the following two names. I'm just as optimistic about their long-term prospects as I was a year ago.

Siteminder Ltd (ASX: SDR)

This software business provides software for many thousands of hotels around the world, generating tens of billions of dollars of reservations. Siteminder (and Little Hotelier) helps hotels operate more efficiently and generate more revenue.

Siteminder has a goal to increase its organic annual recurring revenue (ARR) by 30% per year in the medium-term. It has introduced a number of additional, profit-boosting modules for hotels which add a lot more data and analysis for clients, even offering tools to allow automatic room price changes throughout the year, depending on the level of demand.

Due to the software nature and operating leverage of its offering, I'm expecting long-term profit margin growth as long as cost growth is contained and its market share continues rising.

When I invested, the ASX growth share was down approximately 50% from 29 October 2025, which I think represents a huge decline for a business growing so quickly.

With profitability and cash flow increasing over time, I think the business has great tailwinds at increasing its underlying value, even if it trades on a lower price/earnings (P/E) ratio (or price to revenue ratio) than it used to. I think it could deliver strong returns over the next three or four years.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster is another tech-related business that has been sold off heavily in recent months. It had dropped around 40% since 26 November 2026, making it look a lot cheaper.

Its FY26 half-year result didn't impress the market, despite 20% revenue growth to $376 million. FY26 second half trading to 9 February 2026 showed revenue growth of 20%. Home improvement revenue rose 47% to $30 million, which I think bodes well for future growth in this segment.

I think homewares, furniture and home improvement revenue could all benefit from growing online shopping adoption by Australian (and New Zealand) consumers.

The ASX growth share's total addressable market (TAM) is large, which gives the business a big target to aim at and a significant growth runway. I like how much it's investing in growth activities, customer value and technology. While that may hamper profitability in the short-term, I think it's the better choice for the long-term for its success.  

Operating leverage could lead to the business significantly increasing its profit margins in the future, particularly if it can capture a useful market share in New Zealand, where it has just started selling items.

In five years, I think its market share and profit margins could be considerably larger.

The post 2 ASX growth shares I invested in last week with $4,000 appeared first on The Motley Fool Australia.