Generating passive income from cash in the bank is useful, particularly in recent times.

However, earning interest from the bank lacks three things that dividend-paying ASX shares can provide that's superior to cash savings.

ASX dividend shares can provide capital growth, they can provide payout increases, and they can provide stronger dividend yields than the interest rate.

Even more excitingly than that, there are ASX growth shares that are rapidly expanding their business operations, growing revenue and perhaps delivering rapid profit improvement.

Over the years, we've seen particular ASX shares and non-ASX shares deliver big gains. Some stocks can rise 50%, 100%, or even more in a year.

I'm not going to predict any investment could rise 100% in a year, that'd be a huge rise over such a short amount of time. You'd need a crystal ball to have any chance of knowing how much an ASX share could rise.

But, I do think there are a few ASX shares that could deliver significant returns over the next five years because of three key factors.

Firstly, a lot of stocks have fallen heavily within the last year or two because of a combination of elevated interest rates/bond yields, geopolitics, and AI-related concerns. The valuations now look very appealing after the declines – some stocks are not priced for their growth potential, in my view.

Second, the businesses I'm going to talk about are delivering strong revenue and earnings growth. If a business grows by 15% per year, it will double its revenue (or profit) in five years. The price-earnings (P/E) ratio doesn't need to rise for good returns if the profit rises at a good pace.

Third, the market is currently suffering from rising interest rates. That's a headwind for share prices, in theory, with how rates act like gravity – the stronger the interest rate, the more it pulls down on valuations. At some stage, rates will stop rising. I'm hopeful that within five years, there will be interest rate cuts and this could boost valuations (P/E ratios).

For me, it's the earnings growth potential of the below ASX shares that make me excited about the next five years (and beyond). I've put my own money into two of the below stocks because of how optimistic I am.

Siteminder Ltd (ASX: SDR)

This first ASX share provides software to hotel operators around the world to help with their operations, sell rooms, and choose the right room price to generate revenue.

The world is becoming increasingly digital and hotels need to find ways to connect with and sell to guests. Siteminder is responsible for 140 million reservations worth over A$85 billion in revenue for its hotel customers each year.

Not only is its core offering gaining traction – it added 5,900 properties to reach 56,000 in FY26 – but it also has a suite of modules that it calls its smart platform with AI-powered capabilities and predictive demand analytics, including the option for automatic room price changes. For example, at the end of FY26, dynamic revenue plus supported more than 50,000 rooms, which was more than double the HY26 figure.

Revenue continues to grow at a strong pace, despite the headwinds affecting the travel industry this year. FY26 revenue increased 18.6% to $266.1 million and annual recurring revenue (ARR) grew 14.9% to $313.7 million.

As a software business, the company is capable of delivering strong operating leverage with how costs don't rise at the same speed as revenue. It's very cheap for Siteminder to provide new software subscriptions to new clients.

In FY26, earnings grew even faster than revenue, which I think is what investors should focus on. Adjusted free cash flow increased 123% to $10.5 million and adjusted operating profit (EBITDA) grew 96.5% to $28.1 million.

According to the projection on CommSec, the business is now valued at just 18 times FY29's estimated earnings.

Guzman Y Gomez Ltd (ASX: GYG)

The second ASX share I want to highlight is Guzman Y Gomez, a restaurant business in Australia, Singapore, and Japan that sells Mexican food. A drive-through offering is an important part of the convenience and economics.

It's growing strongly with both its existing restaurants and adding new ones to the network. In the first quarter of FY27, it reported that its total Australian restaurants had increased 13.7% year over year to 258 locations, while the Asian total rose to 28. The company has a long-term goal of reaching 1,000 Australian restaurants.

Comparable sales growth across Australia, Japan, and Singapore came to 7.1%, while total network sales growth across the three countries was 18.8% to $387.5 million. Total network sales growth is a key metric of growth for the business.

In FY26, network sales increased 17.9% to $1.38 billion, underlying EBITDA climbed 28.7% to $85 million, and underlying net profit after tax (NPAT) increased 29.7% to $53.4 million.

The ASX share expects its underlying EBITDA as a percentage of network sales to increase to between 6.7% to 6.9% in FY27, up from 6.2% in FY26. I expect that margin to climb towards 10% in the coming years.

I'm not expecting the business to become a huge player overseas, but the growing presence in Singapore and Japan is a good sign that the division could become increasingly important.

According to the projection on CommSec, the Guzman Y Gomez share price is valued at 27 times FY29's estimated earnings.

Lovisa Holdings Ltd (ASX: LOV)

The final ASX share I want to talk about is Lovisa, a retailer of affordable and stylish jewellery.

Its global store expansion is strongly benefiting the business. The company is growing its presence in ANZ, Asia, Europe, and North America.

In FY26, its total store count increased by 10% to 1,136 locations, with significant growth in the US, Canada, the UK, and Germany.

Its financials aren't just improving due to network expansion, comparable growth was a solid 2% in FY26, helping total revenue increase 17.6%. In the first eight weeks of FY27, comparable sales growth was 3% and total sales growth was 16.4%.

I think the company has significant potential to see scale benefits as it expands, which can help the gross profit margin and operating profit. In FY26, gross profit grew 18.4% and operating profit (EBITDA) grew 20.9%.

If net profit continues to grow at a double-digit pace, I think the business could seem cheap today compared to its earnings in five years' time.

As a bonus, the company's annual dividend is rising in line with the earnings per share (EPS), which provides shareholders with pleasing passive income cash flow.

According to the projection on CommSec, the Lovisa share price is valued at just 19 times FY29's estimated earnings.

I think the above ASX shares are among some of the most exciting to own right now for the next five years.

The post I think these 3 ASX shares could double in the next five years appeared first on The Motley Fool Australia.

They have long growth runways thanks in part to their big international ambitions.

Here's what you need to know about them:

Breville Group Ltd (ASX: BRG)

The first ASX growth share to consider is Breville. It has transformed itself from an Australian appliance manufacturer into a global premium kitchen appliance business, with a strong position in home coffee machines.

In recent years it has been busy introducing its products to consumers in new markets while encouraging existing customers to upgrade to more sophisticated machines.

This approach has been very successful. For example, in FY 2026, the company delivered record sales of $1.81 billion, with global revenue increasing 9.7% in constant currency terms.

The team at Citi appears confident in its growth outlook. It recently put a buy rating and $40.80 price target on Breville's shares.

Catapult Sports Ltd (ASX: CAT)

Another ASX growth share with global ambitions is Catapult Sports. It has established itself as a major supplier of performance technology to professional sporting teams around the world.

Catapult's products help coaches analyse player performance, manage training workloads, and make better decisions about team selection and tactics.

But Catapult's growth opportunity extends beyond winning additional customers. It is increasingly offering existing customers a wider selection of products, including video analysis, scouting, and athlete monitoring technology.

This strategy appears to be gaining traction. In FY 2026, Catapult increased its annual contract value by 28% to US$133.8 million on a constant currency basis, while management EBITDA jumped 67%.

With its customer relationships strengthening and operating margins improving, Catapult could become considerably more profitable as it grows.

Bell Potter is a big fan. It has a buy rating and $4.65 price target on the company's shares.

SiteMinder Ltd (ASX: SDR)

A final ASX growth share to look at is SiteMinder. It helps hotels manage room availability, pricing, and bookings across online travel platforms.

Its technology is already used by approximately 56,000 hotels worldwide, providing an established customer base for further expansion.

One promising opportunity is helping hotels increase their revenue through smarter pricing and distribution tools. By offering additional services to existing customers, SiteMinder can potentially increase revenue without relying entirely on signing up more hotels.

Its FY 2026 results demonstrated the potential of this approach, with annual recurring revenue growing 24.1% in constant currency and organic terms to $313.7 million. Adjusted EBITDA also nearly doubled to $28.1 million.

If SiteMinder can maintain strong revenue growth while improving profitability, it could have substantial growth ahead.

UBS believes its shares could more than double in value. It has a buy rating and $6.85 price target on them.

The post 3 buy-rated ASX growth shares with big international ambitions appeared first on The Motley Fool Australia.

If I had a spare $5,000, here are four significantly undervalued ASX shares that I'd look to buy.

Elevra Lithium Ltd (ASX: ELV)

Elevra shares are down around 2% at the time of writing, to $3.74. The shares are now down around 53% year to date and roughly 14% lower than a year ago. The lithium shares have been hit by lithium price headwinds over the past few months. Lithium has fallen to around CNY 100,000 per tonne this week, down from around CNY 160,000 in early September, due to softer demand and a spike in supply. But the experts forecast a significant turnaround over the next 12 months. Market Index shows the majority of brokers have a buy rating on the shares, and the $13.05 average target price implies an upside of around 250% at the time of writing.

Deep Yellow Ltd (ASX: DYL)

Deep Yellow shares have climbed around 1% to 74 cents a piece at the time of writing. Today's increase is great news, but it barely makes a dent in the huge losses incurred this year. The ASX uranium shares have fallen around 11% over the past week, and are now down a huge 62% year to date. Rising bond yields and high interest rates have acted as strong headwinds for Deep Yellow. The company also recently announced it had delayed construction at its Tumas project because current equity market conditions don't support raising the capital it needs. But the experts are bullish, believing the decline is temporary and that there is strong upside ahead. Market Index data shows that the majority of brokers have a buy rating on Deep Yellow shares. The $2.25 average target price implies a 207% upside, at the time of writing.

NextDC Ltd (ASX: NXT) 

NextDC shares have crashed 41% on Wednesday to just $5.41 following the company's latest market update. The data centre operator announced this morning that there is a delay in delivering electricity to its M3 Melbourne data centre, which will then delay its ability to deliver and bill customers for contracted capacity. This has forced management to make substantial reductions to its FY27 guidance. Guidance for underlying EBITDA has been revised to between $245 million and $265 million, down from $385 million to $410 million previously. Net revenue guidance has been revised to between $475 million and $500 million, down from $615 million and $640 million. But expert forecasts still remain intact. Market Index shows the majority of brokers have a strong buy rating on the ASX shares. The $19.15 average target price implies a potential 250% upside, at the time of writing.

Siteminder Ltd (ASX: SDR)

Siteminder shares are unchanged at $2.68 at the time of writing on Wednesday. However, the shares are down about 56% year to date. SiteMinder shares were hit by a disappointing FY26 results announcement in mid-August. The company posted a 22% increase in revenue and a 96.5% increase in EBITDA. Its net loss also improved to $11.3 million, down from $24.5 million in FY25. The company also said it expects its adjusted EBITDA margin to keep expanding in FY27 and reach the mid-20% range by FY30. On the surface, the results look good, but investors are concerned about the conservative growth outlook. The experts are less hesitant. Market Index shows the majority of brokers have a strong buy rating on the ASX shares. The $5.40 average target price implies an upside of around 101% at the time of writing.

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

There are a group of great businesses on the ASX that have delivered earnings growth and could continue to deliver success for many more years.

I'm not talking about businesses like Commonwealth Bank of Australia (ASX: CBA) or BHP Group Ltd (ASX: BHP) – they are already huge, largely mature companies.

I like ASX growth shares that have a long growth runway and preferably have multiple levers they can pull to expand the business.

The share prices of many of the ASX's best companies have suffered in recent times because of both worries about potential AI disruption and higher interest rates. It's times like this that give investors the ability to get access to great businesses at much better valuations, so I'd be very happy to increase my ownership further of the ones I own already.

If you think about what drives share prices, there are two main attributes.

First, there's the earnings growth, which is what analysts spend so much time analysing and forecasting about a company. If profit increases by 10% each year, the underlying value of the business should also increase by 10%.

The other factor that can significantly impact a share price is what price-earnings (P/E) ratio investors are willing to pay. Internal business success can encourage investors to pay a higher earnings multiple, but what's happening in the broader share market (whether positive or negative) is unpredictable.

Therefore, I think a good strategy is to invest in great ASX growth shares with an excellent long-term outlook and improving earnings. I think the profit growth is likely to justify good returns over the coming years.

With that in mind, I'm going to highlight my three best ASX growth shares which I'd buy more of today.

Pro Medicus Ltd (ASX: PME)

Pro Medicus describes itself as a leading healthcare tech company, providing a full range of medical imaging software and services to hospitals, imaging centres, and healthcare groups. Some of its main offerings include radiology information system (RIS) and picture archiving and communication system (PACS).

It's performing strongly and steadily gaining market share in the US as it wins large contracts.

During the 2026 financial year, it announced $407 million of new contracts, including a 10-year $170 million contract with UC Health Colorado and a seven-year $90 million contract with Beth Israel Lahey Health.

Following the FY26 result, the company announced yet another contract win – a seven-year $25 million contract with Valley Health.

These are multi-year contracts; therefore, the company has already locked in some good growth in FY27 and FY28 as the recent contract wins come online.

In FY26, Pro Medicus generated revenue of $261.7 million, up 22.9% year over year. For me, the more compelling factor is that the business reported an operating profit (EBIT) margin of 74.9% (which was up 90 basis points year over year).

With an EBIT margin that high, the company is turning approximately three quarters of revenue into operating profit, which is incredibly high for an ASX share. The fact that the EBIT margin is still rising at a good pace suggests further increases are likely in the next year or two.

I think the company's growth outlook is still positive, with plenty more market share to capture, a new cardiology offering for clients, and contract renewals performing well.

In FY26, it renewed six of six contracts, worth $141 million, on five-year terms. Those renewals came with higher increased minimums and an increased fee per transaction, which implies organic revenue growth.

Having fallen around 50% since July 2025, I would presonally be prepared to buy more of this ASX growth share, and I think it could be a good time to have a look for prospective investors.

Siteminder Ltd (ASX: SDR)

Siteminder is the second stock I'll highlight. It provides software to hotels around the world to help with their revenue generation and operations. The company's two main offerings are called Siteminder and Little Hotelier.

It's a truly global player already, helping generate 140 million reservations worth over A$85 billion. At the end of FY26, there were 56,000 properties using its software, which was an increase of 5,600 year over year.

The world is becoming increasingly digital, which benefits Siteminder. Both hotels and travellers want digital tools, and Siteminder can help with that.

Hotel demand for Siteminder's software is driving its revenue, with 18.6% growth in FY26 to $266.1 million. It also reported that annual recurring revenue (ARR) grew 14.9% to $313.7 million, implying some growth in FY27 is already locked in.

The company's profitability metrics continue to improve at a pleasing rate, giving me confidence it has a very positive future ahead. In FY26, adjusted operating profit (EBITDA) jumped 96.5% to $28.1 million, adjusted free cash flow rose 123% to $10.5 million, and the adjusted gross profit margin improved 84 basis points (0.84%) to 67.2%.

I'm also excited about the growth outlook with its 'smart platform', which are add-ons that give hotels extra functionality and potentially significantly more revenue and efficiencies. The latest update was compelling.

In FY26, the ASX growth share reported that dynamic revenue plus now supports more than 50,000 rooms (more than double the FY26 first-half level), with those hotels benefiting from new AI-powered capabilities and predictive demand analytics. Channels plus grew to almost 10,000 hotels at the end of FY26, while the smart distribution program continued to see good progress too.

The smart platform can help push the average revenue per user (ARPU) higher in the coming years. In FY26 alone, ARPU rose 5.9% to $429.

According to the profit projection on CommSec, the Siteminder share price is valued at just 17 times FY29's estimated earnings, at the time of writing, following a decline of more than 60% over the past year.

TechnologyOne Ltd (ASX: TNE)

The third ASX growth share that I want to highlight is TechnologyOne, which provides enterprise resource planning (ERP) software to clients such as businesses, governments, local councils, and universities.

Software is essential for easy access to systems and operational efficiency for organisations. TechnologyOne has more than 1,300 global clients that want to use its software.

The company retains around 99% of its clients each year, which is a great sign of customer satisfaction.

Another positive with the company is its net revenue retention (NRR), which is the amount of additional revenue generated from the existing client base. In the FY26 half-year results, it reported NRR of 114%, which is impressive – the business doubles in size in five years if NRR is 115%. It has a target range of 115% to 120%.

NRR growth from current clients is being driven by software improvements, which I think will be a strong driver of profitability in the coming years.

The ASX growth share's expansion in the UK market is also an exciting development. In HY26, UK ARR grew 23% to $53 million. Some recent wins include Liverpool City Council, Salisbury City Council, the University of Suffolk, and Royal Holloway, University of London.

The TechnologyOne share price is 21% lower than a year ago, making it look a lot cheaper.

The post These are the best 3 ASX growth shares I own and I'd buy more of today appeared first on The Motley Fool Australia.

Let's check out some new ratings and opinions from two market experts (courtesy The Bull). 

Siteminder Ltd (ASX: SDR)

The Siteminder share price is $2.50, down 5% today and down 66% over 12 months. 

Blake Halligan from Gray Perry Wealth Advisers has a buy rating on this S&P/ASX 300 Index (ASX: XKO) tech share. 

Halligan said: 

SiteMinder provides hotel commerce software that helps accommodation providers manage distribution, bookings and revenue.

Annual recurring revenue (ARR) rose 24.1 per cent on a constant currency and organic basis in full year 2026 when compared to the prior corresponding period. Transaction ARR increased 37.1 per cent.

SiteMinder's improving unit economics remain a key attraction.

As SiteMinder expands its customer base and increases product penetration, these investments should support stronger recurring revenue and operating leverage over time.

BlueScope Steel Ltd (ASX: BSL)

The Bluescope share price is $30.63, down 0.7% today and up 47% over 12 months. 

Tom Fairchild from Lazarus Capital Partners has a hold rating on this ASX 200 materials share. 

Fairchild commented: 

BSL is Australia's largest steelmaker, with major operations in North America and Asia.

Its pricing power is primarily generated from premium brands, such as COLORBOND and TRUECORE, which achieved record Australian despatches. US tariffs lifting steel spreads at its Ohio-based North Star mill also assisted its pricing power.

Underlying earnings before interest and tax of $A1.27 billion rose 72 per cent on the prior corresponding period despite softer Australian pricing and higher raw material costs.

After rejecting a $30 per share takeover bid in January, BlueScope plans to deliver $3 per share in returns in financial year 2027.

Evolution Mining Ltd (ASX: EVN)

The Evolution Mining share price is $12.46, down 0.8% today and up 12% over 12 months. 

Halligan has a sell rating on this ASX 200 gold mining share.

He said: 

Evolution Mining produces gold and copper from operations in Australia and Canada.

The company delivered record cash generation, a net cash position and higher shareholder returns in full year 2026, supported by strong gold and copper prices. However, sustaining record earnings relies on gold and copper prices remaining high in a volatile world.

Future performance depends on consistent delivery across major operations, disciplined investment and continuing replacement of mined reserves.

After a recent and substantial share price recovery, the valuation leaves limited room for operational setbacks or weaker metal prices.

Investors may want to consider taking profits at current levels.

The post Buy, hold, sell: Siteminder, Bluescope Steel, Evolution shares appeared first on The Motley Fool Australia.

Holding a good investment for a long time gives compounding time to work its magic, and it also means that investors aren't unnecessarily interrupting the growth by activating a capital gains tax (CGT) event and paying some of the value to the ATO.

In my view, the two ideas below are great ones to own for the long term.  

Siteminder Ltd (ASX: SDR)

When a business is compounding its financials at a strong pace, it's very likely to deliver pleasing shareholder returns over time. Siteminder is growing at double-digits each year, and I think that's set to continue for the foreseeable future.

Siteminder provides software to many thousands of hotels around the world. The Siteminder offering is the world's leading hotel commerce platform, while Little Hotelier is an all-in-one hotel management software that helps smaller operators.

During FY26, the company added 5,900 properties to its customer base, taking the total count to 56,000. In recent times, it has been targeting larger hotels, which come with scale benefits.

The company's top-line growth was solid during FY26, with revenue up 18.6% to $266.1 million and annual recurring revenue (ARR) up 14.9% to $313.7 million. The ARR figure suggests another solid year of revenue growth is ahead.

It's experiencing momentum across its new offerings within the 'smart platform', which I expect will play a bigger part in the coming years.

Dynamic revenue plus now supports more than 50,000 rooms (more than double the HY26 level) – hoteliers are benefiting from new AI-powered capabilities and predictive demand analytics.

Channels plus grew from 7,000 hotels in HY26 to almost 10,000 at the year-end. The smart distribution program continued to contribute to partner outcomes. These are helping drive a higher average revenue per user (ARPU), which rose 9.3% to $429 in FY26.

The ASX share's profit margins continue to improve. The adjusted group gross profit margin increased 84 basis points (0.84%) to 67.2%. It also reported 96.5% growth of adjusted operating profit (EBITDA) to $28.1 million, and adjusted free cash flow increased 123% to $10.5 million.

According to the projection on CommSec, the Siteminder share price is valued at just 17 times FY29's estimated earnings.

WCM Quality Global Growth Fund (ASX: WCMQ)

The other investment I want to highlight is this exchange-traded fund (ETF), which is operated by the WCM investment team, based in Laguna Beach, California. It's a very different environment from the actual Wall Street in New York, helping WCM invest differently.

WCM's investment process is based on the belief that corporate culture is the biggest influence on a company's ability to grow its competitive advantages (or economic moat).

It aims to have a portfolio of between 20 and 40 stocks with access to quality global companies primarily in the high-growth consumer, technology, and healthcare sectors. I'm calling this an ASX share because it's about investing in shares, and we can buy it on the ASX.

The investment team aren't looking for a quick return, but long-term compounders that are delivering a rising return on invested capital (ROIC), which is a good sign of a strengthening bottom line, helping shareholder returns.

This team has shown that the investment strategy has worked for the long term. In the 10 years to August 2026, the investment strategy has returned an average of 16.2%. Of course, past performance is not a guarantee of future returns.

I'd be very happy to own this fund for the next decade (and beyond), while receiving a minimum distribution yield of 5%.

The post 2 top ASX shares to buy and hold for the next decade appeared first on The Motley Fool Australia.

Here are four ASX shares that brokers expect to outperform broader indexes over the next 12 months.

ResMed Inc (ASX: RMD)

After dipping to a multi-year low in early June, ResMed shares have rebounded by around 24% and are trading at $31.95 per share at the time of writing. They're still around 12% lower year to date, however.

The ASX healthcare shares started climbing higher in August, and they've been pretty stable over the past couple of weeks. 

It looks like previous macroeconomic pressures and regulatory uncertainty have eased slightly, and investors are more optimistic about shares in the sector.

The company's latest fourth-quarter earnings update shows the business has continued to grow at a healthy pace, and its margins have continued expanding. The company has also generated strong free cash flow. 

TradingView data shows the majority (18 out of 31) of brokers have a buy/strong buy rating on ResMed shares. The average $37.57 target price implies the shares could increase up to 18% over the next 12 months, at the time of writing.

SiteMinder Ltd (ASX: SDR)

SiteMinder shares were hit by a disappointing FY26 results announcement in mid-August. The company posted a 22% increase in revenue and a 96.5% increase in EBITDA. Its net loss also improved to $11.3 million, down from a net loss of $24.5 million in FY25. 

The company also said it expects its adjusted EBITDA margin to keep expanding in FY27 and reach the mid-20% range by FY30.

Investors weren't thrilled and the shares crashed around 22% by the end of the month. They've then continued falling ever since. The ASX shares are now down around 56% for the year to date, to $2.70 each.

But it looks like the sell-off was way overdone, and at the current share price, they're trading well below fair value.

The experts agree. TradingView data shows that the majority (13 out of 16) have a buy/strong buy rating on the ASX shares. They all agree on some element of upside ahead. The average $5.28 target price implies an upside of around 96%, at the time of writing.

Liontown Ltd (ASX: LTR)

Liontown shares enjoyed a good rally through the first quarter of 2026, but then they started tumbling around the middle of the year. At the time of writing, the shares are trading at 83 cents each, which is around 49% lower than the start of the year.

Liontown is practically a pure-play lithium miner, and its assets are overwhelmingly lithium-focused. This means it is sensitive to and heavily dependent on lithium price trajectories. This year's crash and share price decline are almost entirely due to lithium price movements, which have followed a similar pattern.

But over the long term, the ASX shares are well placed to benefit from strong lithium pricing and expanding global EV demand. The miner's development pipeline and exposure to future supply chains are also attractive.

TradingView data shows the majority (7 out of 14) hold a buy/strong buy rating on the shares. Another four rate the ASX shares as a hold, and three have a sell rating.

The average $1.28 target price implies an upside of around 53%, at the time of writing.

NextDC Ltd (ASX: NXT)

The data centre operator's shares have tumbled lower over the past month, to $10.44 a piece at the time of writing. That's 15% lower for the year to date.

It looks like the company's latest FY26 results disappointed investors, prompting many to sell their shares. Since the announcement in late August, the ASX shares are down around 25%.

But as the company has physical centres, cooling, power, security services, and project support, and as data usage explodes, demand for secure, high-quality infrastructure is likely to boom too. 

The company is also investing heavily in business expansion, including plans to develop new facilities and expand existing sites.

Analysts are bullish that we'll see some strong share price growth going forward.

TradingView data shows the majority (14 out of 15) have a buy/strong buy rating on the shares. The average $20.31 target price implies an upside of around 96% at the time of writing.

The post 4 ASX shares tipped by brokers to return 18% to 96% appeared first on The Motley Fool Australia.

We're going to look at two stocks that experts currently project could double in the year ahead.

Even if the stocks delivered only a third of that projected return, 33% growth would be a very strong result for investors. Let's look at two of the most exciting prospects on the ASX right now.

Siteminder Ltd (ASX: SDR)

This ASX share is the company behind Siteminder, which claims to be the world's leading hotel commerce platform, as well as Little Hotelier, an all-in-one hotel management software offering that "makes the lives of small accommodation providers easier".

It's an important part of the global hotel ecosystem, generating more than A$85 billion in revenue for hotel customers each year from 140 million reservations.

According to CMC Invest, the business has received 10 ratings in the last three months. Nine of those ratings were a buy, and one was a sell. The average price target across those 10 ratings is $5.45, implying a possible 109% rise over the next year from where it is at the time of writing.

FY26 was a strong period for the ASX share. It reported that annual recurring revenue (ARR) increased by 14.9% to $313.7 million, despite softer global travel conditions. Revenue grew by 18.6% to $266.1 million.

The company noted that net property additions were 5,900, bringing the total properties on its software to 56,000. Pleasingly, average revenue per user (ARPU) grew 5.9% to $429, with increasing smart platform adoption and deeper product penetration across the customer base.

Profitability measures are also improving strongly. The adjusted group gross profit margin increased 84 basis points to 67.2% thanks to operating leverage, AI-driven efficiencies and smart platform contributions.

Adjusted operating profit (EBITDA) soared 96.5% to $28.1 million and adjusted free cash flow rose 123% to $10.5 million.

Overall, things are going very well for the ASX share.

Zip Co Ltd (ASX: ZIP)

Zip is a buy now, pay later (BNPL) company with operations in Australia and the US.

According to CMC Invest, six analyst ratings have been issued on the business in the last three months, and all were buys. The average price target across those six ratings is $4.23, implying a potential 113% rise over the next year from where it is at the time of writing.

Despite the headwinds of higher inflation, the company continues to grow strongly in the US.

In FY26, total transaction volume (TTV) grew 27.2% to $16.7 billion, total income rose 24.6% to $1.35 billion, cash gross profit rose 26.2% to $642.4 million, and cash operating profit (EBTDA) soared 57.9% to $268.9 million. Statutory net profit rose 45.7% to $116.4 million.

In the US, active customers grew 9.3% to 4.65 million, US revenue grew 44.3% to US$613.1 million and US TTV climbed 42.5% to $8.6 billion.

In FY27, the company expects US TTV growth of more than 30% in US dollar terms, while group cash operating profit (EBTDA) is expected to grow by 26% year-over-year to $340 million.

Overall, the ASX share continues to grow strongly.

The post 2 ASX shares tipped to grow 100% or more in the next 12 months appeared first on The Motley Fool Australia.

That is how I currently see these two ASX tech shares.

Both have fallen heavily from their 52-week highs, but I think the market may be overlooking the longer-term growth still ahead.

Catapult Sports Ltd (ASX: CAT)

Catapult shares are trading around $3.12 on Friday, roughly 60% below their 52-week high of $7.72.

The company provides performance technology used by professional sporting organisations to analyse athletes, training loads, video, and other performance data.

What I like is that Catapult operates in a relatively specialised market where its products can become part of the everyday workflow of coaches, analysts, and performance staff.

That creates an opportunity to grow alongside customers rather than relying entirely on constantly finding new ones.

I also think the ASX tech share has a long runway because professional sport is becoming increasingly data-driven. Teams are spending more on analytics, performance monitoring, and technology that can help improve decision-making.

If Catapult can continue to deepen its relationships with major sporting organisations, I think the business could look considerably larger several years from now.

At $3.12, I think the market may be underestimating that potential.

SiteMinder Ltd (ASX: SDR)

SiteMinder is an ASX tech share that has fallen even further, trading around $2.60 compared with a 52-week high of $7.96.

The company provides technology that helps hotels manage how their rooms are sold across different online channels.

I like the scale of the problem SiteMinder is trying to solve.

Hotels increasingly need to manage bookings across their own websites, online travel agencies, and other distribution channels. Doing that efficiently becomes more complicated as the number of channels grows.

SiteMinder sits in the middle of that process, giving hotels technology to manage distribution, pricing, and bookings more efficiently.

I think the market may be overlooking how much room there still is for hotel technology to modernise.

A large part of the accommodation industry remains fragmented, with independent hotels and smaller operators still moving more of their operations online. That creates a sizeable addressable market for a platform that can simplify those processes.

The recent share price performance has clearly been disappointing, but I would separate that from the longer-term opportunity.

If SiteMinder can keep expanding its customer base and generate more revenue from each hotel using its platform, I think today's share price could prove to be a very attractive entry point.

Foolish takeaway

Catapult and SiteMinder are very different businesses, but I think the market may be making the same mistake with both.

Their share prices have fallen sharply, yet each still has exposure to an industry becoming more reliant on technology.

If both ASX tech shares keep executing and their markets continue moving in their favour, I think today's prices could prove to be great value.

The post 2 ASX tech shares I think the market is underestimating appeared first on The Motley Fool Australia.

Several ASX shares I like have been hit hard over the past 12 months despite having plenty of growth ahead.

Here's why I think this has created a buying opportunity.

Netwealth Group Ltd (ASX: NWL)

Netwealth shares have had a particularly difficult year and are down almost 40%.

I remain positive on the wealth management platform provider. The company continues to attract money onto its platform as financial advisers and their clients look for better technology to manage investments, superannuation, and reporting.

I think there is still a long runway here. Australia's pool of superannuation and investment assets should continue growing over time, while Netwealth has been steadily increasing its share of the platform market.

The company is also investing in technology that could make advisers more efficient. Its proposed acquisition of Paradino adds AI-enabled workflow and automation capabilities, which I think could strengthen the platform rather than weaken its position as technology changes the industry.

So, after the share price weakness, I think investors are getting a much more attractive entry point into a business that is still growing.

Temple & Webster Group Ltd (ASX: TPW)

Online retailer Temple & Webster has also been punished by the market. Its shares are down over 80% on a 12-month basis.

I still like the long-term opportunity because online furniture and homewares remain a relatively small part of the broader Australian market.

Temple & Webster does not need to dominate the entire industry to become a much larger business. It simply needs online penetration to keep increasing while the company continues taking share.

Its online model also allows it to offer a large product range without needing the same physical store network as traditional retailers.

The business is targeting significant revenue growth over the next few years, and I think the current share price gives investors the chance to buy before that opportunity is fully reflected again.

There are risks if consumer spending remains weak, but I would be willing to look through shorter-term conditions and focus on where the business could be several years from now.

SiteMinder Ltd (ASX: SDR)

SiteMinder is another ASX share I think has become interesting after a difficult period. Its shares are down over 60% since this time last year.

The company provides technology that helps hotels manage room distribution, bookings, pricing, and their connections with online travel platforms.

I like that SiteMinder sits behind an important part of how hotels operate.

As more accommodation providers move away from manual processes, the company has an opportunity to sell them more software and automate more of the work involved in managing rooms across different sales channels.

Products such as Channels Plus and Dynamic Revenue Plus could also help SiteMinder earn more from existing hotel customers over time.

The share price may remain volatile, but I think the underlying opportunity in hotel technology is still substantial.

Foolish takeaway

A bad 12 months does not necessarily change how I feel about an ASX share.

Netwealth, Temple & Webster, and SiteMinder have all had their challenges, but I can still see clear ways for each company to be much larger in the years ahead.

At lower share prices, I think all three are worth a closer look.

The post 3 ASX shares down 40% to 80% I'd buy on the cheap appeared first on The Motley Fool Australia.

The stock trades at $2.80 against a 52-week range of $2.60 to $7.96.

The majority of brokers hold a buy rating, and the $5.40 average target implies roughly 90% upside.

The market capitalisation is now under $804 million.

Why SiteMinder shares collapsed

The company sells an e-commerce platform to hotels and other accommodation businesses.

The shares have dropped around 27% since the FY26 result in late August and are down 52.30% for the calendar year.

Two things caused the damage.

The first was the broad de-rating of ASX technology shares, as investors questioned whether artificial intelligence erodes software business models.

The second was specific and came from the outlook statement.

What the FY26 result showed

Weirdly, the numbers were the best in the company's history.

Revenue rose 22% on a constant currency and organic basis to $266.1 million.

Adjusted earnings before interest, tax, depreciation and amortisation jumped 96.5% to $28.1 million.

The margin expanded to 10.6% and the net loss narrowed to $11.3 million from $24.5 million.

Annual recurring revenue grew 24.1% to $313.7 million and adjusted free cash flow more than doubled to $10.5 million.

The operating detail was good too.

Transaction revenue grew 34% and average revenue per user climbed 9.3% to $429.

SiteMinder now serves 56,000 hotel customers globally, with the Channels Plus hotel count up 43%.

Adjusted gross margin reached 67.2%.

More than 85% of customer billings are in foreign currencies, so a stronger Australian dollar impacted earnings.

Chief executive Sankar Narayan pointed to the trajectory of the company:

SiteMinder's FY26 performance builds on three years of sustained progress. Subscription and transaction ARR growth have exceeded 15% and 30%, respectively, on a constant-currency and organic basis in each of those years, while adjusted EBITDA has improved by more than $50 million with margins expanding from negative 14.5% to positive 10.6%.

The guidance that sank SiteMinder shares

Management expects the adjusted EBITDA margin to keep expanding in FY27 and reach the mid-20% range by FY30.

Annual recurring revenue is targeted to grow at around 20% a year over the next four years.

Herein lies the problem.

ARR grew 24.1% in FY26, so a 20% target is a deceleration.

A mid-20% margin by FY30 is four years away for a company that just posted margins of 10.6%.

Investors who had priced in faster compounding left.

There is a reasonable counter-argument.

Guiding to 20% ARR growth after delivering 24.1% is conservative rather than alarming, and management has beaten its own numbers for three consecutive years.

The margin path is also cumulative, so each year of expansion compounds against a larger revenue base.

None of that helped a share price that had been priced for perfection.

Foolish takeaway

The bear case on SiteMinder shares is that the company will likely exhibit slowing growth from here.

The bull case is that a business growing recurring revenue at 20% with expanding margins should not be valued at $804 million.

I think the sell-off has gone too far, because the FY26 execution was strong and the balance sheet no longer needs rescuing.

The risk is that global travel softens while households everywhere tighten, and hotels are not immune to that.

The post Brokers say SiteMinder shares can rise 90%. Is the sell-off overdone? appeared first on The Motley Fool Australia.

At the time of writing, the All Ords Index is down around 1% for the day, and is now roughly 0.5% lower for the year-to-date.

But there are some ASX shares that brokers expect will outperform the index going forward. Here are two of them, and they're tipped to have upsides of up to 90%.

SiteMinder Ltd (ASX: SDR)

SiteMinder is a technology business that 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. 

The company posted a strong FY26 result last month, including a 22% increase in revenue and a 96.5% increase in EBITDA. Its net loss also improved to $11.3 million, down from a net loss of $24.5 million in FY25. And these results came amid headwinds from a strong Australian dollar and ongoing global travel challenges. 

Looking ahead, SiteMinder said it expects its adjusted EBITDA margin to keep expanding in FY27 and reach the mid-20% range by FY30. ARR is targeted to continue growing in the 20% range (CAGR) over the next four years. 

But it looks like investors were disappointed with the company's outlook and slower-than-expected growth projection. At $2.80 a piece, the share price has crashed around 27% since the results announcement and is down around 54% for the year-to-date.

But I think the latest sell-off was overdone. The current share price looks like a rare buying opportunity to buy shares cheaply. 

Market Index shows that the majority of brokers have a buy rating on the ASX shares. And the $5.40 average target price implies an upside of around 90% at the time of writing.

Catalyst Metals Ltd (ASX: CYL)

It's been a choppy 2026 so far for the ASX gold producer's shares.

The share price spiked to an all-time high in January when it announced a significant new high-grade discovery at its Plutonic Gold Belt. But then the ASX shares shed around 52% of their value to an annual low in early June. The crash followed headwinds from a weaker gold price, higher mining costs and an investor rotation away from gold shares.

But now it looks like the headwinds from earlier this year are finally turning into tailwinds. Catalyst shares have now rebounded around 41% since June and are trading at $6.57 at the time of writing. For the year-to-date, the shares are roughly 11% lower.

In late-July the gold miner announced a record quarterly gold production of 31,886 ounces at an all-in sustaining cost (AISC) of A$2,666 per ounce, and built cash reserves by A$54 million in the June 2026 quarter.

And earlier this week, the company announced its FY26 results. It posted record metrics across the board, supported by a buoyant gold price. Revenue climbed 39%, EBITDA was up 57%, and NPAT was 43% higher.

Management expects growth to continue in coming years as it develops and ramps up production at its Trident underground, Old Highway and Cinnamon sites.

Market Index data shows that brokers are very bullish about the outlook for the ASX shares. All brokers have a strong buy rating on the ASX shares. The average target price of $10.94 implies a potential 66% upside at the time of writing.

The post 2 ASX shares tipped by brokers to return 66% and 90% appeared first on The Motley Fool Australia.

When earnings grow at a strong compound annual growth rate (CAGR), it means the underlying intrinsic value is improving rapidly and does so for a long time.

I believe the following two names are excellent ideas for the decade ahead.

Lovisa Holdings Ltd (ASX: LOV)

Lovisa is a global retailer of affordable jeweller around the world.

It has at least five stores in Australia, New Zealand, Singapore, Malaysia, Hong Kong, South Africa, the UK, Ireland, Spain, France, Germany, Belgium, the Netherlands, Austria, Switzerland, Poland, Italy, the UAE, the USA, Canada, Mexico, its Middle East and Africa franchise and its South America franchise.

The ASX share's expanding global store network is a key driver of the company's financial progress. In FY26 alone, its store count increased by 10.2% (or 105 stores) year-over-year to 1,136.

Revenue growth at its store network helped revenue grow by 17.6% to $938.8 million, underlying operating profit (EBITDA) rose 20.9% and net profit after tax (NPAT) increased 10.7% (despite all of the investing in new stores globally).

With so many markets it can grow in, including new markets like China, Vietnam, Taiwan, I think the business has a very promising future of expansion in the decade ahead. Operating leverage could help improve its profit margins over time.

According to the forecast on CMC Invest, the Lovisa share price is valued at 19x FY28's estimated earnings.

Siteminder Ltd (ASX: SDR)

Siteminder is one of the world's leading hotel commerce and management software providers. The business generates 140 million hotel reservations worth over A$85 billion in revenue for its hotel customers.

In an increasingly digital world, the ASX share is seeing strong adoption around the world.

In FY26, Siteminder reported that revenue grew 18.6% to $266.1 million and annual recurring revenue (ARR) improved 14.9% to $313.7 million, despite softer global travel conditions.

It's benefiting from growing traction in new product initiatives, such as its smart platform modules that help customers analyse financial performance, decide on room prices, and even automatically adjust them so customers can generate the most revenue over the year.

In terms of profitability, the nature of software means revenue can rise much faster than expenses.

While the ASX share's revenue grew 18.6% in FY26, underlying operating profit (EBITDA) jumped 96.5% to $28.1 million, and adjusted free cash flow surged 123% to $10.5 million. I expect its profit margins will continue to improve in the years ahead, although they are unlikely to do so at the same pace as in FY26.

According to the projection on CMC Invest, the Siteminder share price is valued at under 30x FY28's estimated earnings.

The post 2 top ASX shares to buy and hold for the next decade appeared first on The Motley Fool Australia.

Both still have plenty to prove, but I think the long-term opportunities remain substantial.

Here is where I would put the money.

Catapult Sports Ltd (ASX: CAT)

I would invest $5,000 into Catapult Sports.

Its shares may be down heavily from their highs, but I think the underlying opportunity in professional sport remains intact.

Professional sport is global, highly competitive, and increasingly willing to spend on anything that can improve preparation or decision-making.

Catapult develops technology used by elite sporting organisations to understand what is happening on the field, in training, and across an athlete's wider performance.

What interests me is how deeply this technology can become embedded in a team's decision-making. A club can use Catapult to measure physical workloads, review video, assess tactical patterns, and manage preparation. Over time, more of those functions can sit within the same technology ecosystem.

That gives Catapult room to grow by winning new customers and becoming more valuable to existing ones over the next decade and beyond.

SiteMinder Ltd (ASX: SDR)

My other $5,000 would go into SiteMinder, whose shares have also fallen heavily from their 52-week high.

This ASX growth share builds technology that sits behind hotel bookings.

Hotels need to make rooms available across multiple channels, manage pricing, encourage direct bookings, and keep inventory updated as reservations arrive. SiteMinder brings much of that together.

I think the long-term opportunity comes from the sheer number of accommodation providers that still have room to modernise how they sell rooms.

Running a hotel is already complicated enough without staff manually adjusting availability and pricing across numerous booking platforms. Better software can remove some of that work while helping operators reach more travellers.

SiteMinder is also developing more automated tools, including artificial intelligence capabilities that could help hotels respond to demand and manage distribution with less manual input.

If more accommodation providers decide their technology needs an upgrade, I think SiteMinder can become an increasingly important part of how hotels operate online.

Foolish takeaway

I would be comfortable putting $5,000 behind each of these ASX growth shares.

The recent falls do not remove the risks, and both companies still need to execute well. But I think Catapult Sports and SiteMinder are addressing markets that should keep becoming more technology-driven. 

At today's lower share prices, I would be willing to back that opportunity with a long-term view.

The post Why I'd invest $10,000 into these ASX growth shares appeared first on The Motley Fool Australia.

In this article, we're going to look at two stocks that could rise more than 60% over the next year if analysts are right about how undervalued the businesses are.

Below are potentially two of the most undervalued ASX shares in Australia right now.

Siteminder Ltd (ASX: SDR)

Siteminder is a leading ASX tech share that provides software to hotels around the world that helps run operations, advertise rooms, and decide on room prices.

In an increasingly digital world, an offering like Siteminder's is very important. Knowing what room price to advertise at could be the difference between winning a customer or not.

Siteminder has offices in Sydney, Bangkok, Barcelona, Berlin, Dallas, Galway, London, Manila, Mexico City, and Pune. Siteminder generates 140 million reservations worth over A$85 billion in revenue for its hotel customers each year.

Despite market worries about AI, the company continues to generate strong levels of growth. In FY26, annual recurring revenue (ARR) rose 14.9% to $313.7 million despite softer global travel conditions, which demonstrated the resilience of the business and growing traction from new product initiatives like its smart platform.

The company also reported revenue growth of 18.6% to $266.1 million, while adjusted operating profit (EBITDA) soared 96.5% to $28.1 million and adjusted cash flow jumped 123% to $10.5 million. Its financials are clearly going in the right direction.

According to CMC Invest, there have been 10 ratings on the business, with nine buy ratings, and one sell rating. Of those analysts, the average price target is $5.53, which suggests a possible rise of 82% over the next year from where it is at the time of writing.

Objective Corporation Ltd (ASX: OCL)

This ASX share is a software business that enables thousands of public sector organisations which are shifting to being completely digital. The idea is that customers can work from anywhere, with access to information, along with governance and security.

Objective Corporation revealed a number of growth numbers in FY26, though the result wasn't as strong as some investors were hoping for.

It reported revenue growth of 9% to $134.7 million, with software as a service (SaaS) revenue growth of 22%. Adjusted EBITDA climbed 11% to $51.5 million, operating cash flow grew 6.5% to $49.3 million, and net profit after tax (NPAT) rose 5% to $37.2 million.

The ASX share also reported that its R&D investment rose 8% to $33.8 million and the dividend per share was hiked by 18% to 26 cents. However, the ARR declined 2% to $117.3 million.

According to CMC Invest, there have been six ratings on the business within the last three months, with four buy ratings and two hold ratings.

The average price target is $10.61, suggesting a possible 62% rise over the next year from where it is at the time of writing.

These could be two of the most compelling ASX shares right now, among other leading ideas.

The post 2 ASX shares tipped to grow 60% or more in the next 12 months appeared first on The Motley Fool Australia.

Siteminder is the name behind Siteminder software, which it calls the world's leading hotel commerce platform. It also operates Little Hotelier, an all-in-one hotel management software offering.

The Siteminder share price has drifted lower after it reported its FY26 result, and I think this represents a particularly good buying point considering its improving financials.

Let me explain why I think it's such an appealing buy.

Strong revenue growth

The company is delivering strong growth with its revenue, which is helping increase the scale of the business every year.

In FY26, the ASX tech share delivered revenue growth of 18.6% to $266.1 million, demonstrating strong performance despite softer travel conditions.

It showed resilience and growing traction from new product initiatives such as the smart platform. The smart platform represents multiple new modules that give hotels more analytics, intelligence and even automated room price features.

The company's annual recurring revenue (ARR) rose 14.9% to $313.7 million, which suggests FY27's revenue figure already has some pleasing growth baked in.

During FY26, the company added 5,900 hotel properties to its client list, taking the total to 56,000. Average revenue per user (ARPU) increased 5.9% to $429, largely thanks to increasing smart platform adoption and deeper product penetration.

Siteminder expects its ARR to grow at a compound annual growth rate (CAGR) in the "20s" in percentage terms between FY26 to FY30, on a constant currency and organic basis. I think most companies would be happy to grow revenue at a strong pace.

Improving profit margins

I think one of the best signs of a compelling ASX tech share is one where its profit margins are rising as it grows. Operating leverage is a very powerful force to help the compounding of earnings.

In FY26, the company's adjusted operating profit (EBITDA) soared 96.5% to $28.1 million, while reported operating profit (EBITDA) rocketed 244% to $24.4 million – the reported figure included $3.8 million of restructuring and other costs.

Other profit margins also increased during the period. It noted that adjusted free cash flow improved by 123% to $10.5 million.

Siteminder expects its adjusted EBITDA margin to expand meaningfully in FY27. The adjusted EBITDA margin is expected to reach the mid-20s in FY30.

If revenue is growing strongly and the margins are going up, the bottom line could improve significantly.

Pleasing valuation

The ASX tech share is projected by analysts to quickly turn quite profitable over the next couple of financial years. According to the projection on Commsec, the Siteminder share price is valued at 29x FY28's estimated earnings.

For a business that could be growing revenue by at least 20%, I think that the valuation looks cheap following its 50% decline this year.

The post Why I think this is a top ASX tech share to buy today appeared first on The Motley Fool Australia.

What did SiteMinder report?

• Revenue up 22.0% (cc, organic) to $266.1 million (reported growth 18.6%)
• Adjusted EBITDA up 96.5% to $28.1 million; margin expanded to 10.6%
• Net loss improved to ($11.3) million, down from ($24.5) million in FY25
• Annual recurring revenue (ARR) grew 24.1% (cc, organic) to $313.7 million
• Adjusted free cash flow more than doubled to $10.5 million
• Transaction revenue up 34% (cc, organic); Smart Platform adoption surged

What else do investors need to know?

SiteMinder delivered this performance despite a stronger Australian dollar and ongoing global travel challenges. Over 85% of customer billings are in foreign currencies, making constant currency metrics a clearer guide to underlying results.

Smart Platform products saw rapid adoption. Dynamic Revenue Plus supported over 50,000 hotel rooms, Channels Plus grew its hotel count by 43% year-on-year, and ARPU climbed 9.3% (constant currency, organic) to $429. Net property additions brought SiteMinder's total to 56,000 global hotel customers.

Improved margins reflected disciplined Smart Platform investment and broader use of AI. Lifetime value (LTV) increased, as did LTV/CAC ratio, while adjusted group gross margin reached 67.2%.

What did SiteMinder management say?

CEO and Managing Director Sankar Narayan said:

SiteMinder's FY26 performance builds on three years of sustained progress. Subscription and transaction ARR growth have exceeded 15% and 30%, respectively, on a constant-currency and organic basis in each of those years, while adjusted EBITDA has improved by more than $50 million with margins expanding from negative 14.5% to positive 10.6%. This demonstrates the strength and scalability of our business and provides a durable foundation for continued growth and margin expansion. With continued momentum across the Smart Platform, a strong product pipeline and go-to-market engine, and significant opportunities to apply AI across our operations and product suite, we are well positioned to build on our strong performance and create long-term value for shareholders.

What's next for SiteMinder?

Looking ahead, SiteMinder expects its adjusted EBITDA margin to keep expanding in FY27 and reach the mid-20% range by FY30. ARR is targeted to continue growing in the 20% range (CAGR) over the next four years, fuelled by strong Smart Platform uptake and AI-driven efficiencies.

Management is rolling out further optimisation features for the Smart Platform and new B2B distribution support, aiming to deepen customer adoption and broaden global reach. AI use is set to accelerate across both product and internal operations, supporting ongoing margin gains and scalable growth.

SiteMinder share price snapshot

Over the past 12 months, SiteMinder shares have declined 30%, trailing the All Ordinaries Index (ASX: XAO).

View Original Announcement

The post SiteMinder: FY26 profit nearly doubles, revenue jumps 22% appeared first on The Motley Fool Australia.

I think the three ASX shares below have strong positions in their markets and clear ways to keep growing for many years.

Here is why they would be on my long-term buy list.

REA Group Ltd (ASX: REA)

REA Group owns one of the most powerful digital platforms in Australia through realestate.com.au.

People looking to buy, sell, or rent property naturally want to use the website with the most listings. At the same time, property agents want to advertise where the largest audience is searching.

I think that gives REA Group a strong competitive position that would be difficult to replicate.

There is also more to the opportunity than simply attracting property listings.

REA Group can keep improving the tools available to buyers, sellers, and agents, including property data, personalised recommendations, and artificial intelligence. It can also build closer relationships with people as they move through the property journey, including when they need financing.

Australia should continue adding people and homes over the long term, giving REA Group an expanding market to serve.

For me, the combination of a powerful brand, enormous audience, and opportunities to make the platform more valuable makes REA Group a business I would be comfortable owning for many years.

SiteMinder Ltd (ASX: SDR)

Another ASX share I would buy and hold is SiteMinder. It gives hotels the technology they need to sell rooms and manage their presence across online booking channels.

I like the long-term opportunity because the global accommodation market remains highly fragmented.

Large hotel chains may have substantial technology budgets, but there are countless independent hotels and smaller accommodation providers that still need better ways to manage pricing, bookings, distribution, and guest relationships.

SiteMinder can bring many of those functions together through one platform.

I also like that the company has been expanding what its technology can do. Products such as Channels Plus and Dynamic Revenue Plus are designed to help hotels reach more travellers and make better pricing decisions.

Artificial intelligence could make those tools even more valuable by helping hotel operators automate more of the work involved in managing rooms and responding to changing demand.

If SiteMinder can keep adding properties while increasing the amount of technology each customer uses, I think the business could have a long growth runway ahead.

ResMed Inc (ASX: RMD)

ResMed is an ASX share operating in an area of healthcare where I think demand could continue expanding for decades.

The company develops devices and masks used to treat sleep apnoea, a condition affecting a huge number of people worldwide.

What I like is that the relationship with a patient can continue well beyond the initial sale of a device.

Masks and other components need replacing, while ResMed's digital platforms can help patients and healthcare providers manage treatment over time.

That creates an opportunity to keep serving existing patients while also reaching people who have yet to be diagnosed or treated.

Greater awareness of sleep health could help with that. Improvements in diagnosis and easier access to treatment could bring more people into the market over the years ahead.

Foolish takeaway

The businesses I most enjoy owning are those where I can see several ways for the company to be stronger five or 10 years from now.

For me, REA Group, SiteMinder, and ResMed are three shares I would be happy to hold patiently for the long term.

The post 3 excellent ASX shares I would buy and hold for 10 years or more appeared first on The Motley Fool Australia.

I would spread the money evenly across three technology businesses that are building stronger positions in global markets.

Here is how I would invest it now.

Catapult Sports Ltd (ASX: CAT)

Catapult Sports shares are down sharply from their highs, giving investors a much better entry point than before.

The company provides wearable technology, video analysis, and performance software to professional sports organisations.

Its products help coaches and performance teams understand how athletes are training, how much work their bodies are handling, and where tactical improvements may be possible.

That information can influence decisions around player recovery, injury prevention, team selection, and preparation for upcoming opponents. In professional sport, even a modest improvement can be valuable when results affect prize money, sponsorships, and supporter engagement.

I also like Catapult's opportunity to sell more products to existing customers. A club using its athlete-monitoring technology may later add video, tactical analysis, or other performance tools.

That can increase recurring revenue while making Catapult more closely connected to the way a team operates.

The company still needs to turn its growing customer relationships into sustained profits. But I think the global shift towards data-led coaching gives it a good chance to do so over time.

SiteMinder Ltd (ASX: SDR)

A hotel may look like a property business from the street, but behind the front desk, it increasingly operates like an online retailer.

Rooms need to be advertised across booking platforms, priced according to demand, sold directly to guests, and kept available without accidental double bookings.

SiteMinder provides the technology that helps hotels manage those moving parts.

I think the company has a long runway because many independent hotels still rely on disconnected systems or manual processes. A broader platform can help them reach more travellers, improve direct bookings, process payments, and make better pricing decisions.

SiteMinder can also grow as its hotel customers become more successful. More bookings and greater adoption of additional products can increase the amount of revenue earned from each property.

Travel demand will move with economic conditions, and competition across hotel software remains strong. Even so, the need for hotels to sell rooms effectively online should continue growing.

With the shares well below their previous highs, I would be comfortable starting a long-term position.

Gentrack Group Ltd (ASX: GTK)

The final ASX growth share I would consider is Gentrack.

The company provides software to utilities and airports, two types of organisations that handle large amounts of information and cannot afford unreliable systems.

Energy providers use Gentrack technology across areas such as billing, customer management, and data. Airports can use their software to coordinate operations, allocate resources, and manage increasingly busy facilities.

I think both markets offer room for growth.

Utilities are adapting to renewable energy, electric vehicles, smart meters, and changing customer expectations. Airports also need better technology as passenger numbers grow and operations become more complex.

Replacing old systems can be difficult, but that can work in Gentrack's favour once its software becomes embedded. Long customer relationships and recurring revenue could support continued expansion as the company wins more work internationally.

Foolish Takeaway

ASX growth shares can test investors' patience while businesses invest and the market waits for profits to catch up.

I would use the $10,000 to begin positions in companies that already solve important customer problems and still have room to expand their platforms.

Catapult, SiteMinder, and Gentrack all operate in global markets where better technology can improve daily operations and decision-making.

I think that gives each business the potential to become considerably larger over the next decade.

The post 3 ASX growth shares I'd buy with $10,000 today appeared first on The Motley Fool Australia.

Siteminder provides software to help hotels around the world run their operations, analyse demand and room rates, and advertise their rooms.

It's understandable investors are uncertain about what could happen next with the possibility of AI competition. At this price, I think the business' ongoing rapid growth will help spur strong shareholder returns.

Strong revenue growth

One of the biggest drivers in deciding the returns of a business is how much revenue growth they can produce.

Revenue growth is the start of a financial flowchart that ends with the net profit.

In the FY26 half-year result, Siteminder reported total revenue growth of 25.5% to $131.1 million.

Subscription revenue grew 17.7% to $78.1 million thanks to property growth and average revenue per user (ARPU) expansion. It added 2,900 properties during the FY26 first-half, taking its total properties to 53,000 – it continues to target larger hotel properties.

On the transaction revenue growth side of things – which includes its new initiative smart platform contributions – the company saw revenue reach $53 million, up 39.1%.

It's good to see there are various elements helping the business grow, which I think is a key sign for it being one of Australia's top shares.

Big ambitions

One of the main factors that ultimately decides how big the returns can be is how large the company can become compared to what it is today. How much can the company grow its revenue? What is its total addressable market? What growth rate can it maintain?

Siteminder thinks it could grow its ARPU by five times if its existing customer base fully adopts its smart platform. The ASX share believes that AI can increase "pricing dynamism and distribution complexity". Siteminder thinks it can capture a greater share of the market over time.

As its smart platform scales, management believe it positions Siteminder to accelerate towards its annual 30% revenue growth in the medium-term. I think any business growing revenue at that speed is worthwhile considering.

Rising profit margins

One of the most appealing things about a software business is how much operating leverage they have. In other words, they can deliver rising profit margins as they grow larger, allowing their net profit to soar. That's a great sign of it being one of Australia's top shares.

Time will tell how high the company's profit margins can go, but the signs looked positive in the FY26 first half. The adjusted group gross profit margin improved 98 basis points to 67.8%, while the adjusted operating profit (EBITDA) more than doubled to $12.3 million and the adjusted net loss more than halved to $3.9 million.

Pleasingly, the adjusted free cash flow was positive, reaching $2.7 million compared to a $0.6 million loss in the first half of FY25.

In the coming years, I expect Siteminder's net profit and cash flow to soar, which should hopefully justify a higher Siteminder share price.

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