US President Donald Trump said Iran has agreed to several demands during further talks between the two nations.

Meanwhile, the US continues its blockade of Iranian ports in the Persian Gulf, and Israel and Lebanon have agreed to a 10-day ceasefire.

Amid this week's ongoing turmoil, brokers have reduced their ratings on six ASX 200 shares this week.

Let's take a look.

Lynas Rare Earths (ASX: LYC)

The Lynas Rare Earths share price is $20.76, down 0.1% today.

Over the past month, this ASX 200 mining share has lifted 3.7%.

Morgan Stanley downgraded Lynas shares to a hold rating on Wednesday.

The broker increased its 12-month price target from $18.50 to $20.45.

PLS Group Ltd (ASX: PLS)

The PLS Group share price is $5.98, up 4.8% today.

Over the past month, this ASX 200 lithium share has rocketed 28%.

Morgan Stanley downgraded this stock to a hold rating this week.

The broker shaved its 12-month price target from $5.30 to $5.25.

Westpac Banking Corp (ASX: WBC)

The Westpac share price is $39.58, down 1.1% today.

Over the past month, the ASX 200 bank share has fallen 4.6%.

Morgans downgraded Westpac shares from a trim to sell rating this week.

The broker has a $34.04 target on the financial stock.

Morgans said:

WBC published a trading update ahead of its 1H26 result due for release on 5 May.

Implied revenues were weaker, costs lower, and credit impairment charges higher than our and market expectations.

We revise our rating from TRIM to SELL as total return expectations at current prices have fallen below the -10% trigger.

Bank of Queensland Ltd (ASX: BOQ)

The Bank of Queensland share price is $7.29, up 0.2%.

Over the past month, this ASX 200 financial share has lifted 5.3%.

Morgans downgraded the bank share to a hold rating on Wednesday.

The broker has a $7.39 target price on Bank of Queensland shares.

Morgans said:

We expect a material decline in 1H26 earnings, with recent share price strength driven by the expected capital return from the equipment finance whole-of-loan sale.

Share price strength has compressed total return potential to c.5%.

As such, we moderate our rating from ACCUMULATE to HOLD.

Seek Ltd (ASX: SEK)

The Seek share price is $15.54, up 1.1% today.

Over the past month, this ASX communications share has increased 6.4%.

Jefferies downgraded Seek shares to a hold rating this week.

The broker slashed its 12-month price target from $24.80 to $15.90.

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price is $62.47, up 5.3% today.

The ASX 200 mining share is 13.3% higher over the past month.

Morgans lowered its rating from buy to accumulate this week.

The broker has a slightly reduced 12-month price target of $67.

Morgans said:

We have updated our 2H26 forecasts to reflect weather impacts in 3Q26, which we expect to have a modest effect on Onslow iron ore shipments, alongside minor increases to cost and capex assumptions driven by inflation in shipping and fuel.

We have also incorporated our revised LT iron ore price of US$85/t (previously US$80/t).

… we move to an ACCUMULATE rating (previously BUY) as recent share price strength has reduced valuation upside.

The post 6 ASX 200 shares downgraded by the experts this week appeared first on The Motley Fool Australia.

Two standout examples are Megaport Ltd (ASX: MP1) and Seek Ltd (ASX: SEK).

Over the past six months, Megaport shares have plunged 53%, while Seek has dropped 47%. Both have been caught in the same broad tech sell-off that has hit valuations across the sector.

So, is this the bottom or just another leg down?

Let's take a closer look.

Megaport: beaten down, but not broken?

This ASX tech stock has had a brutal run. But underneath the share price weakness, its core business continues to tap into a powerful long-term trend: the growth of cloud computing and data infrastructure.

Megaport provides network-as-a-service solutions, allowing businesses to connect to cloud providers quickly and efficiently. As demand for data, Artificial Intelligence, and cloud services accelerates, that positioning becomes increasingly valuable.

And there's a new tailwind emerging. According to Citi, demand for GPU rentals is surging, a trend that could significantly benefit Megaport's Latitude business. As companies race to access AI computing power, infrastructure providers like Megaport could sit right in the middle of that demand spike.

Citi clearly sees value here. The broker has retained its buy rating and a $14.65 price target, implying potential upside of 114% from current levels.

That's a bold call, but not without risk. The ASX tech stock is still a high-growth tech company, which means execution matters. Any slowdown in customer growth or margins could quickly derail sentiment. And in the current market, investors are less forgiving of misses.

Still, if AI-driven demand continues to build, Megaport could be one of the quieter beneficiaries.

Seek: a digital leader facing near-term headwinds

Seek tells a slightly different story. Unlike many tech names, this ASX tech stock is already a well-established, profitable business with a dominant position in online job classifieds across Australia and key international markets.

That market leadership gives it strong pricing power and a highly scalable platform. When hiring activity is strong, Seek tends to perform exceptionally well.

But that's also where the risk lies. Seek is closely tied to economic conditions. If hiring slows — particularly in key markets — revenue growth can come under pressure. And right now, there are signs of exactly that.

Citi recently flagged near-term headwinds but still believes the ASX tech stock is undervalued. The broker has a $26 price target, suggesting around 77% upside from current levels.

The broader analyst community agrees. According to TradingView data, most brokers rate Seek as a buy or strong buy. The most bullish forecasts go even further, with price targets as high as $28.40, nearly double where the stock trades today.

Foolish Takeaway

Both Megaport and Seek have been hit hard by the tech sell-off. But neither story is broken.

Megaport offers exposure to the fast-growing world of cloud and AI infrastructure. Seek provides a dominant, cash-generating platform tied to employment cycles.

Both ASX tech stocks come with risks and face near-term uncertainty. But if sentiment turns and growth expectations stabilise these beaten-down tech stocks could have significant upside from here.

The question for investors is simple: are you willing to ride out the volatility to capture it?

The post Down 50%, but could these top ASX tech stocks double from here? appeared first on The Motley Fool Australia.

Since last Thursday, Australia's benchmark index has recovered roughly 4%. 

If this momentum continues, there are several notable ASX stocks that could be poised for strong growth. 

Here are five ASX stocks with lofty price targets from brokers. 

WiseTech Global Ltd (ASX: WTC)

WiseTech is a provider of logistics software that aims to improve the world's supply chains. 

It has suffered along with many tech shares at the hands of artificial intelligence integration/takeover fears. 

This has resulted in a 45% fall year to date. 

However, brokers are anticipating a rebound in the mid-term. 

The team at Blackwattle are confident it will be one of the tech shares to emerge from this bear market. 

Additionally, Morgan Stanley has a buy rating on Wisetech along with a $70 price target. 

From today's stock price of $37.43, that indicates approximately 87% upside. 

Seek Ltd (ASX: SEK)

Similar AI takeover fears have weighed heavily on Seek shares this year. 

The company behind the well-known online employment marketplace has seen its share price fall nearly 37% in 2026. 

Last month, the team at Citi acknowledged there are some headwinds coming for the company, but they still think it is undervalued.

The broker has a $26 price target on this ASX stock, which indicates an upside of roughly 76% from current levels. 

REA Group Ltd (ASX: REA)

REA Group is an online real estate advertising company that provides property and property-related services on websites and mobile apps across Australia, Asia, and North America.

So far in 2026, its share price has fallen by almost 15% and remains down 35% in the last year. 

Some estimates from brokers place a fair price target of $199 on this ASX stock, indicating an upside of 26%. 

Catalyst Metals Ltd (ASX: CYL)

Catalyst Metals is engaged in the mineral exploration, evaluation, and production of gold.

Like many gold shares, it enjoyed a strong run-up until January this year. 

Since then, it has dropped by more than 30%. 

However, 6 analysts' forecasts on TradingView have an average one-year price target of $14.10, which is 110% above today's opening stock price of $6.69. 

Vulcan Energy Resources Ltd (ASX: VUL)

Vulcan Energy is focused on providing lithium with a zero-carbon footprint to European electric vehicle manufacturers.

This ASX stock has fallen by approximately 15% year to date. 

Today, it is changing hands for roughly $3.72 per share. 

However, the average analyst stock price target on TradingView is $7.24, which is 94% above current levels. 

The post Could these ASX stocks double by the end of 2026? appeared first on The Motley Fool Australia.

Some of these companies have been oversold, however, and for some, AI looks set to be a positive, allowing them to build products more cheaply and serve their customers better.

The analyst team at Citi has recently issued research notes to their clients on three ASX technology shares they think are looking cheap.

So let's take a look.

Xero Ltd (ASX: XRO)

Citi says that its analysis of the rate of business formation and insolvencies paints a positive outlook for Xero, "with business formation accelerating in Australia and US and insolvency trends improving in Australia and New Zealand, steady in UK and increasing in US''.

The Citi team added:

While there is typically a lag between both metrics and subscriber growth and churn for Xero, we see this as positive. One question is whether AI is driving an increase in business formation – in our view, it is likely too early but is an interesting trend to watch as it could be an offset to the disruption thesis.  

Citi has a price target of $144.80 on Xero shares, compared with its current price of $77, which would represent an 88.1% return if achieved.

Seek Ltd (ASX: SEK)

The Citi team believes there are some headwinds coming for employment listings company Seek, but they still think the company is undervalued.

On the downside, Citi says job listings in Australia were down 3% year on year in February and 0.5% month on month, which they said wasn't surprising given the rate hike in February.

The Citi team added:

After the rate hikes in February and March, Citi economists expect another hike in May due to concerns over inflation expectations. These may pose downside risk on job volumes for the remainder of FY26 and 1H27 job volumes.

Despite these moderating factors, Citi has a price target of $26 on Seek shares compared with $14.44 currently. If achieved, this would be an 80.1% return.

Block Inc (ASX: XYZ)

This company, which owns payments brands Square and CashApp, announced last month that it would slash staff numbers by 4,000 to a new headcount of 6,000.

Citi said this has been the focus of much investor attention, but in its view, the more interesting AI development would be its ability to drive product releases "leading to potential gross profit upside".

The Citi team added:

Focusing on recent initiatives led by AI releases, our proprietary analysis shows potential gross profit growth outperformance vs consensus by about 180 basis points in 2026, about 430 basis points in 2027 and about 440 basis points in 2028, pushing consolidated GP growth to the high-teens.

Citi has a price target of US$85 on Block shares, compared to US$59.37 currently. That increase would represent a 43.2% gain.

Applied to the Australian-listed Block shares, it would mean an increase from $82.86 currently to $118.57.

The post What are the 3 ASX technology shares Citi rates as a buy at the moment? appeared first on The Motley Fool Australia.

Seek Ltd (ASX: SEK)

Seek reported robust double-digit revenue growth for the first half of FY26, but investors were underwhelmed, and the share price dived once again. The ASX 200 company's shares are now down 50% from a multi-year high recorded in September last year. 

But it looks like after a sharp pullback, Seek shares are now trading well below fair value. Analysts are expecting to see a slow improvement to hiring activity, and as a company so closely linked to the employment market, this is great news for Seek. Meanwhile, the company's engagement with AI technology could help to drive user engagement.

Analysts are tipping a 68% upside to an average target price of $24.45.

Light & Wonder Inc (ASX: LNW)

Light & Wonder posted a 4% revenue lift and 18% increase in adjusted NPATA in its FY25 results last month. It didn't do anything to boost sentiment though, and the share price has continued tumbling.

The stock is now down 37% from an all-time high posted in mid-January this year. The ASX 200 company's shares leapt 25% on announcement that it has settled its legal dispute with Aristocrat Leisure. 

Analyst sentiment still appears to be optimistic, however. Earnings results have reinforced confidence in management's execution, but some are still concerned about revenue consistency. It's also likely that a lot of pullback in the share price is investors taking gains off the table after large spikes in the company's value.

Analysts are tipping a 78% upside to $204.29 a piece.

Web Travel Group Ltd (ASX: WEB)

The ASX travel stock has recently crashed to a six-year low after a Spanish audit into Web Travel Group sent sentiment spiralling. The audit will review direct taxes paid (and owed) between April 2021 and March 2024, as well as indirect taxes for the period between January 2022 and December 2025. The news sent tongues wagging, and investors rushed to hit the sell button in a state of panic.

It looks like the selloff has been way overdone now, and the shares are very cheap.

Analysts are tipping a 125% upside to $15.01 a piece.

The post Top 3 ASX 200 shares I'd buy today with $12,000 appeared first on The Motley Fool Australia.

Meanwhile, several ASX 200 stocks hit new 52-week lows today.

Do they present a buying opportunity, or is it best to be cautious on these stocks?

Let's defer to the experts.

ASX 200 shares at new annual lows today

CSL Ltd (ASX: CSL)

The CSL share price fell to a 52-week low of $138.73 on Tuesday, and is down 43% over 12 months.

Michael Gable from Fairmont Equities has a sell rating on the market's largest ASX 200 healthcare share.

On The Bull this month, Gable lamented:

This biotechnology giant was a market darling for a long time, but it's now failing to command a premium as uncertainty surrounding the company's US vaccine business is making it more difficult for investors to forecast future earnings.

The recent departure of its chief executive also adds to the uncertainty.

From a technical perspective, the stock has topped out and is trending lower.

In my view, this leaves further downside risk in the share price until investors feel more confident that CSL can lift earnings.

Car Group Ltd (ASX: CAR)

The Car Group share price fell to a 52-week low of $23.52 on Tuesday.

This ASX 200 communications share has fallen 29% over the past 12 months.

On The Bull this week, Toby Grimm from Baker Young revealed a buy rating on Car Group shares.

He reckons the stock has been caught up in the fear around artificial intelligence (AI) disrupting certain industries.

Grimm commented:

Recent sector-wide selling driven largely by concerns around potential artificial intelligence (AI) disruption has weighed on valuations.

However, we believe CAR's trusted brands, established distribution network and strong dealer relationships position it well to integrate AI tools into its services rather than be disrupted by them.

Over time, AI could enhance listing quality, pricing transparency and advertising effectiveness across its platforms.

Grimm said the carsales.com.au portal owner produced better-than-expected results for 1H FY26.

They included a 13% lift in revenue and an 11% rise in reported earnings before interest, taxes, depreciation, and amortisation (EBITDA).

He said:

Given the company's strong market position, attractive margins and long runway for digital automotive marketplace growth across several geographies, we view recent price weakness as an opportunity to accumulate a high quality technology-enabled marketplace at a more reasonable valuation.

Seek Ltd (ASX: SEK)

This fellow ASX 200 communications share tumbled to a 52-week low of $14.42 today.

The Seek share price has fallen 37% over 12 months.

Morgans sees an opportunity at this price level.

After reviewing Seek's 1H FY26 report, Morgans upgraded the ASX 200 communications share to a buy rating.

Morgans said:

SEK's 1H26 result was largely as per expectations with net revenue (+12% on pcp), Adjusted EBITDA (+19% on pcp) and adjusted NPAT (+35% on pcp) all broadly in line with Visible Alpha consensus and MorgansF.

Morgans kept its 12-month share price target at $27.50 for Seek shares.

The post 3 ASX 200 shares at 52-week lows: Buy, hold, or sell? appeared first on The Motley Fool Australia.

Will the market be able to bounce back from this on Tuesday? Here are five things to watch:

ASX 200 set to rebound

The Australian share market looks set for a good session on Tuesday following a decent start to the week in the US. According to the latest SPI futures, the ASX 200 is poised to open the day 43 points or 0.5% higher. In late trade on Wall Street, the Dow Jones is up 0.8%, the S&P 500 is up 0.95%, and the Nasdaq is 1.1% higher.

Oil prices sink

It could be a poor session for ASX 200 energy shares Karoon Energy Ltd (ASX: KAR) and Santos Ltd (ASX: STO) after oil prices sank overnight. According to Bloomberg, the WTI crude oil price is down 4.75% to US$93.89 a barrel and the Brent crude oil price is down 2.7% to US$100.31 a barrel. This was driven by news that Donald Trump is pressuring allies to protect tankers in the Strait of Hormuz.

RBA meeting

Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corp (ASX: WBC) shares will be on watch on Tuesday when the Reserve Bank of Australia (RBA) makes its decision on interest rates. According to the latest cash rate futures, the market is pricing in a 71% probability of the RBA lifting the cash rate by 25 basis points to 4.1%.

Gold price softens

ASX 200 gold shares Evolution Mining Ltd (ASX: EVN) and Ramelius Resources Ltd (ASX: RMS) could have a subdued session on Tuesday after the gold price softened overnight. According to CNBC, the gold futures price is down 0.85% to US$5,019.4 an ounce. Inflation fears have been weighing on the precious metal.

ASX 200 shares going ex-div

A number of ASX 200 shares are going ex-dividend today and could trade lower. This includes job listings company Seek Ltd (ASX: SEK), plumbing parts company Reece Ltd (ASX: REH), and debt collector Credit Corp Ltd (ASX: CCP). With respect to Seek, it will be rewarding its shareholders with a fully franked 27 cents per share interim dividend on 1 April.

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

In order to receive a dividend, you must own the ASX share before its ex-dividend date.

As we've reported, some of the biggest dividend increases among ASX mining shares this season came from the gold miners.

Next week, two of them go ex-dividend.

Ramelius Resources Ltd (ASX: RMS) shares will pay a fully-franked interim dividend of 3 cents per share on 15 April.

This exceeds the company's commitment to pay a minimum annual dividend of 2 cents per share for FY26.

Ramelius Resources reported a 13% increase in EBITDA to $347.7 million but a 6% fall in net profit after tax (NPAT) to $160 million.

The ASX gold share goes ex-dividend on Monday.

Capricorn Metals Ltd (ASX: CMM) shares will pay a maiden fully franked interim dividend of 5 cents per share.

The gold miner reported a 130% jump in underlying NPAT to $144.8 million for 1H FY26.

The ASX gold share also goes ex-dividend on Monday.

Here is a sample of the other ASX All Ords shares with ex-dividend dates next week.

ASX shares about to go ex-dividend

The post 26 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

Four ASX shares that have failed to follow the market higher today are listed below. Here's why they are falling:

Coles Group Ltd (ASX: COL)

The Coles share price is down 2.5% to $20.57. This has been driven by the supermarket giant's shares trading ex-dividend this morning. Last month, the company released its half-year results and declared a fully franked interim dividend of 41 cents per share. Eligible shareholders can look forward to receiving this payout later this month on 30 March.

Pantoro Gold Ltd (ASX: PNR)

The Pantoro Gold share price is down 20% to $3.90. This appears to have been driven by the release of the gold miner's half-year results after the market close on Monday. Although the company reported a significant jump in revenue to $238.6 million (from $153.4 million) and an even larger increase in EBITDA to $135.5 million (from $63.8 million), this was overshadowed by a guidance downgrade. Management revealed that it now expects production of 86,000 ounces to 92,000 ounces for FY 2026. This is down from its previous guidance range of 100,000 ounces to 110,000 ounces. This has been driven by a significant rain event associated with ex-tropical cyclone Mitchell in February, which negatively impacted operations at Norseman.

Seek Ltd (ASX: SEK)

The Seek share price is down 2% to $16.09. Investors have been selling this job listings giant's shares after they were downgraded by analysts at Macquarie Group Ltd (ASX: MQG). According to the note, Macquarie has downgraded Seek's shares to a neutral rating with a trimmed price target of $18.50. The broker has concerns over the outlook for the Australian job market given rate hikes, automation, and AI disruption.

Woodside Energy Group Ltd (ASX: WDS)

The Woodside share price is down over 5% to $29.66. This has been driven by a sharp pullback in oil prices overnight after US President Donald Trump suggested that the US could take control of the Strait of Hormuz. This would help with bringing oil supply back to the market. It isn't just Woodside shares falling today. At the time of writing, the S&P/ASX 200 Energy index is down over 4%.

The post Why Coles, Pantoro Gold, Seek, and Woodside shares are falling today appeared first on The Motley Fool Australia.

The question investors are asking now is whether the sell-off has created a buying opportunity.

REA Group: high quality digital ASX company

REA Group runs Australia's dominant property listings platform realestate.com.au and earns revenue primarily from agents paying for property advertising and premium listings.

Its strong market share and network effects have historically made it one of the highest quality digital businesses on the ASX.

The main strength of the S&P/ASX 200 Index (ASX: XJO) share is its pricing power. Even when property listings slow, the company has been able to offset weaker volumes by increasing advertising yields and selling premium products.

However, the ASX share faces several risks. Housing market activity directly affects listing volumes, and new competition has emerged after US property giant CoStar acquired rival Domain. Analysts are also watching whether the recent slowdown in listings persists.

Even so, brokers remain broadly constructive on the ASX share. The consensus 12-month price target sits around $218, suggesting potential upside of roughly 30% from the current level of $168.88.

Seek: global employment marketplace

Seek operates one of the world's largest online employment marketplaces, connecting jobseekers with employers across Australia, Asia, and Latin America. Its strong network effects and dominant brand in Australia are key strengths, giving the ASX share pricing power and a large base of recurring customers.

However, the business is cyclical. Hiring activity tends to slow when economic growth weakens, which can pressure job ad volumes and earnings. The ASX share has also faced profitability challenges recently, with earnings volatility and restructuring efforts weighing on investor sentiment.

Despite the share price drop, analysts remain broadly optimistic. The ASX share, that just dropped out of the ASX 50, carries a consensus strong buy rating. Analysts have set an average 12-month price target of about $25.51, which points to a possible gain of 55% from recent levels.

Lendlease Group: prestigious property developments

Lendlease is one of Australia's largest property and infrastructure groups. Its operations span development, construction, and investment management across Australia, Asia, Europe, and the United States.

The $2.6 billion ASX share has delivered major projects around the world and holds a large pipeline of urban regeneration developments. Its stamp is on Sydney's Barangaroo and London's prestigious Elephant & Castle redevelopment.

A key strength is its global development platform. Large mixed-use projects can generate significant long-term value as sites are developed and assets are sold or moved into investment vehicles.

The property company has also been simplifying its structure and selling non-core assets as part of a strategy to focus on higher-return development activities.

However, Lendlease remains exposed to the property cycle. Higher interest rates, construction cost inflation, and weaker real estate investment activity have all weighed on sentiment toward the sector. The company has also experienced earnings volatility in recent years as projects move through different development phases.

Despite price decline of the ASX share, analysts see potential upside if the restructuring strategy delivers stronger returns.

Broker forecasts currently place the average 12-month price target around $5.30 range. This implies a potential plus of 44% from recent trading levels if (property) markets stabilise.

The post 3 ASX shares down 30% (or more) to buy right now appeared first on The Motley Fool Australia.

As we approach the end of the first quarter, the index provider has just revealed the changes that it will be making to the ASX 200 index effective prior to the open of trading on Monday 23 March.

This has seen three ASX 200 shares dumped from the benchmark index.

Which ASX 200 shares are being dumped?

According to the release, sports technology company Catapult Sports Ltd (ASX: CAT), data centre operator DigiCo Infrastructure REIT (ASX: DGT), and pharmacy wholesaler EBOS Group Ltd (ASX: EBO) are leaving the ASX 200 index later this month.

They are being kicked out after their share prices dropped to a level that took them below the threshold required to remain in the index.

Catapult shares are down almost 40% over the past six months, giving the company a market capitalisation of $1.23 billion.

DigiCo Infrastructure REIT shares are down 50% since this time last year, dragging its market capitalisation to $1.12 billion.

Finally, New Zealand-based EBOS' shares are down almost 44% over the past 12 months. However, its exit could be more due to relative liquidity (tradability), rather than market capitalisation.

Which shares are joining the index?

S&P Dow Jones Indices has named gold miner Predictive Discovery Ltd (ASX: PDI), engineering and construction services provider SRG Global Ltd (ASX: SRG), and lithium developer Vulcan Energy Resources Ltd (ASX: VUL) as their replacements.

Predictive Discovery shares are up 185% over the past 12 months, lifting its market capitalisation to $2.41 billion.

SRG Global's shares have risen by 120%, giving it a market capitalisation of $1.7 billion.

Finally, Vulcan Energy Resources shares are only up 11% since this time last year but have a market capitalisation of $1.73 billion and a much stronger balance sheet than a year ago.

What other changes are being made?

Northern Star Resources Ltd (ASX: NST) shares are joining the exclusive ASX 20 index in place of Santos Ltd (ASX: STO).

Light & Wonder Inc (ASX: LNW) and PLS Group Ltd (ASX: PLS) are joining the ASX 50 index, with TechnologyOne Ltd (ASX: TNE) and Seek Ltd (ASX: SEK) heading out.

Lastly, gold miners Greatland Resources Ltd (ASX: GGP), Regis Resources Ltd (ASX: RRL), and Westgold Resources Ltd (ASX: WGX) are being added to the ASX 100 index. They are replacing Lendlease Group (ASX: LLC), Netwealth Group Ltd (ASX: NWL), and Pinnacle Investment Management Group Ltd (ASX: PNI).

The post 3 shares dumped from the ASX 200 index (and 3 new additions) appeared first on The Motley Fool Australia.

These S&P/ASX 200 Index (ASX: XJO) shares are currently trading at a discount compared to price targets from brokers. 

Lendlease Group (ASX: LLC)

Lendlease is an international property development and construction business operating across Australia, the Americas, the UK, Europe, and Asia.

Its share price has consistently declined over the last 12 months. 

This included a significant fall on the back of February's half-year results.

At the time of writing, the ASX 200 company is down 25.78% year to date and 35.6% over the last year. 

However, based on analysts outlook, it may be a buy low opportunity after the rough start to 2026. 

6 analyst forecasts via TradingView have an average 12 month price target of $5.33 on this ASX 200 stock. 

From last week's closing price of $3.83, this indicates a potential upside of just over 39%. 

Seek Ltd (ASX: SEK)

Seek is a global online employment marketplace, serving Australia, Asia, Latin America, and beyond.

Its share price has recently hit 5-year lows, but has slowly started to turn the corner. 

At the time of writing it is down 27% since the start of the calendar year. 

The ASX 200 company has been one of the many tech shares impacted by rising AI disruption fears. 

Despite this, it posted healthy earnings in February which included revenue growth and a record dividend.

I think the ASX 200 shares might have hit rock bottom, and could be on the way back up. 

It seems brokers agree. 

Following earnings results, Morgans kept its 12-month share price target at $27.50 and upgraded Seek shares to a buy rating. 

From last week's closing price of $16.93, that indicates an upside of 62.4%. 

Computershare Ltd (ASX: CPU)

Another ASX 200 stock trading below fair value is Computershare. 

It is an Australian financial administration company offering global services in corporate trusts, stock transfers, and employee share plans.

It was also hit hard during earnings season, but may now be trading at an enticing entry point. 

This ASX 200 stock is down 23% over the last year. 

It closed trading last week at $30.61. 

However, 6 analysts offering one year price targets (via TradingView) have an average target of $36.18. 

That indicates an upside of just over 18%. 

Earlier this year, analysts at Citi placed a one year price target of $39.60. 

If this ASX 200 stock reached this target, it would be a rise of close to 30%. 

The post 3 ASX 200 shares trading well below brokers' targets appeared first on The Motley Fool Australia.

But which ones should you buy and what should you avoid?

Let's take a look at two stocks that Morgans has given buy ratings to and one that it is tipping as a sell. Here's what you need to know:

Flight Centre Travel Group Ltd (ASX: FLT)

Morgans remains positive on this travel agent giant. In response to its better than expected half-year results, the broker put a buy rating and $18.05 price target on its shares. Based on its current share price of $12.17, this implies potential upside of 48% for investors. It commented:

FLT's 1H26 NBPT was up 4.1%, a beat on guidance for a flat result. The Corporate result was the highlight with NPBT was up 20%, while Leisure was better than feared down only 4%. The 3Q26 is off to a strong start and importantly Leisure is back in growth. FY26 guidance was reiterated. We have made minor upgrades to our forecasts. FLT's fundamentals remain attractive (FY27 PE of 10.6x) and we retain a Buy recommendation with a new A$18.05 price target.

Seek Ltd (ASX: SEK)

Another ASX stock that Morgans is bullish on this month is job listings giant Seek.

While the broker has some concerns over the AI disruption threat, it isn't enough to stop it from putting a buy rating and $27.50 price target on its shares. Based on its current share price of $16.93, this suggests that upside of 60% is possible between now and this time next year. It said:

SEK's 1H26 result was largely as per expectations with net revenue (+12% on pcp), Adjusted EBITDA (+19% on pcp) and adjusted NPAT (+35% on pcp) all broadly in line with Visible Alpha consensus and MorgansF. We make only marginal adjustments to our forecasts taking into account the updated guidance.

Whilst our DCF-derived price target remains unchanged at A$27.50 the recent sharp share price pullback now results in ~70% [now ~60%] TSR upside. We move to a Buy recommendation accordingly, though SEK has still many questions to answer on the AI threat.

National Australia Bank Ltd (ASX: NAB)

The ASX stock that Morgans is bearish on this month is banking giant NAB.

Although it delivered a solid quarterly update, the broker believes NAB's shares are overvalued at current levels. It has put a sell rating and $37.27 price target on its shares. Based on its current share price of $46.82, this implies potential downside of 20% for investors. It said:

Like its peers that reported in February, NAB's 1Q26 trading update showed it is benefitting from a supportive interest rate, credit growth, and asset quality environment. We make upgrades to our forecasts to reflect performance and outlook.

12 month target price set at $37.27/sh. With more aggressive assumptions than previously we estimate a higher fundamental value for NAB. However, the share price is still trading far ahead of this revised estimate. SELL retained, with potential TSR of -17% (including 3.6% cash yield).

The post 2 ASX stocks to buy and 1 to sell appeared first on The Motley Fool Australia.

Seek Ltd (ASX: SEK)

Seek shares are 2.37% higher in lunchtime trade on Thursday. At the time of writing, the shares are trading at $16.44 each. It's welcome news for investors after the stock dropped to a six-year low of $15.77 at the close of the ASX on Tuesday this week.

Seek reported robust double-digit revenue growth in its FY26 first half, but investors weren't impressed, and the share price dived.

Analysts are still optimistic, though, and think the shares are about to rocket higher. TradingView data shows all 15 analysts have a buy or strong buy rating on the stock. The maximum target price is $29.70, which implies a potential 80.71% upside at the time of writing. 

Zip Co Ltd (ASX: ZIP)

Zip shares have also been in the spotlight recently for their excessive share price decline. Since peaking at a multi-year high in October, the Australian growth stock has shed over 64% of its value. 

Just last month, Zip delivered a record half-year FY26 result, but investors were spooked by several of the company's metrics, sending the share price crashing another 33.87%.

Thankfully, the stock has jumped higher today. At the time of writing, the shares are 5.86% higher at $1.72. 

But it looks like the selling has been way overdone. Analysts expect the stock to U-turn this year. The latest data from TradingView shows that all 11 analysts currently have a buy or strong buy rating on Zip shares. The average target price is $4.21 a piece, which implies a 144.25% upside at the time of writing. But some think the shares could jump another 206.04% to $5.27 each! 

REA Group Ltd (ASX: REA)

The ASX growth stock's share price suffered a gradual but relentless decline in 2025 after it appointed a new CEO in late August. And by the end of the year, it had shed 30% of its value. 

At the time of writing, REA shares are gaining ground, rising 1.56% to $166.87. 

The company reported robust second-quarter FY26 results in early February, but the figures came in short of market expectations, and the share price crashed by 18%. 

But most analysts are still bullish that we'll see the stock supercharge higher this year. TradingView data shows that 12 out of 16 analysts have a buy or strong buy rating on the Australian growth stock. The maximum target price is $253, which implies a 51.89% upside at the time of writing.

The post 3 ASX growth stocks primed to rocket in 2026 appeared first on The Motley Fool Australia.

This horrendous day for the Australian markets follows a rough morning on Wall Street for American investors.

The Dow Jones Industrial Average Index (DJX: .DJI) ended its session 0.83% lower after tanking more than 2% at one point.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared even worse, losing 1.02% of its value after a near-3% loss during intra-day trading.

But let's grit our teeth and return to the local markets now for a checkup on how today's tough trading conditions affected the different ASX sectors.

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

At the time of writing, less than one quarter of the index is trading in the green. And some ASX 200 shares have dropped to a six-month low.

Is this a buying opportunity? Or will the declines keep coming?

Here are two ASX 200 shares to keep an eye on.

Harvey Norman Holdings Ltd (ASX: HVN)

Harvey Norman shares are one of the ASX 200 shares trading in the red today. At the time of writing, the stock is down 0.63% to $5.52. This is the lowest level seen since July last year. The stock is now down 24.86% over the past six months, and is just 3.57% higher over the year.

Late last month, the retailer posted a double-digit uplift in profit before tax and raised its interim dividend for the half-year ended 31 December 2025. While the result looks strong on paper, it was a touch short of consensus expectations, and investors weren't impressed. 

Meanwhile, a hike in the cost-of-living has seen households cut their budgets for spending. But it's important to note that the ASX 200 retail share is a long-term performer on the ASX and has navigated cycles like this before. Usually, when investor confidence rebounds and spending picks back up, retail business will benefit from an uplift.

Analysts are mostly bullish that there will be a big turnaround in its shares this year. Out of 13 analysts, six have a buy or strong buy rating, and another six have a hold rating. The final one has a sell rating on the stock. The average target price is $6.55, which implies a potential 18.18% upside at the time of writing. Looks like it could be a great opportunity to buy this ASX 200 share.

Seek Ltd (ASX: SEK)

Seek shares are bucking the trend and are one of the few ASX 200 shares trading in the green at the time of writing. The stock is 1.4% higher for the day at $15.99 a piece. The uplift is welcome news after the shares crashed 40.24% over the past six months. They're now only marginally above the six-year low of $15.77 recorded at the close of the ASX yesterday. 

The company reported double-digit revenue growth for the first half of FY26, but it didn't do enough to reignite confidence in investors. There are still concerns about the outlook for the job ad market after the recent softening. 

But analysts are incredibly optimistic about the outlook for Seek shares. All 15 have a consensus buy rating, and the average target price is $25.51 a piece. That implies a potential 60.06% upside at the time of writing. It looks like the latest price crash has created a window for investors to buy the stock cheaply.

The post These ASX 200 shares have sunk to 6-month lows. Time to buy? appeared first on The Motley Fool Australia.

The ASX All Ords reached a new record of 9,436.1 points in earlier trading.

However, this rising market tide is not lifting all boats.

The following three ASX All Ords shares hit new 52-week lows this week.

Experts say they are a buying opportunity.

Here's why.

Insurance Australia Group Ltd (ASX: IAG)

This ASX All Ords financial share hit a 52-week low of $6.57 this week.

The IAG share price has fallen 15% over 12 months.

After poring over the insurance giant's 1H FY26 report, Jefferies maintained its buy rating on IAG shares.

The broker has a 12-month price target of $9.20, suggesting a possible 40% capital gain over the next year.

Seek Ltd (ASX: SEK)

This ASX All Ords communications share tumbled to a 52-week low of $15.63 this week.

The Seek share price has fallen 31% over 12 months.

After reviewing the company's 1H FY26 report, Morgans upgraded Seek shares to a buy rating.

Morgans said:

SEK's 1H26 result was largely as per expectations with net revenue (+12% on pcp), Adjusted EBITDA (+19% on pcp) and adjusted NPAT (+35% on pcp) all broadly in line with Visible Alpha consensus and MorgansF.

We make only marginal adjustments to our forecasts taking into account the updated guidance.

The broker added that Seek "still many questions to answer on the AI threat".

Morgans kept its 12-month share price target at $27.50.

This implies an attractive potential upside of 75% over the next year.

Suncorp Group Ltd (ASX: SUN)

Fellow insurance giant Suncorp also fell to a 52-week low this week.

The ASX All Ords financial share reached a low of $14.21 on Tuesday.

The Suncorp share price has declined by 27% over 12 months.

Morgans maintained its accumulate rating after seeing Suncorp's 1H FY26 numbers.

The broker said:

SUN's 1H26 NPAT (A$263m) was well down on the pcp ($1.1bn) due to bad weather, but it was only -2% below consensus ($268m).

Overall, we saw this as a reasonable result, albeit similar to key peer IAG, SUN did deliver a mild downgrade to FY26 top-line growth guidance.

We make relatively nominal changes to our SUN FY26F/FY27F EPS of -2%/+1% on a review of our earnings assumptions.

The broker slashed its 12-month share price target on Suncorp from $19.28 to $17.01.

This still suggests a possible 20% upside over the next year.

The post Experts say IAG shares and 2 other stocks are buys at 52-week lows this week appeared first on The Motley Fool Australia.

Three broker buy ratings that you might want to know more about are summarised below. Here's why brokers think these ASX shares are in the buy zone:

Lovisa Holdings Ltd (ASX: LOV)

According to a note out of Morgans, its analysts have retained their buy rating on this fashion jewellery retailer's shares with a trimmed price target of $36.80. The broker was pleased with Lovisa's half-year results, which revealed underlying EBIT up 20.4% on the prior corresponding period. This was ~6% ahead of its expectations, driven by store network growth and strong gross margins. Morgans was also pleased to see the pace of its store rollout continue with 64 new stores opened, bringing the total count to 1,095. In response, the broker has increased its earnings estimates for FY 2026 and FY 2027. And with its shares pulling back meaningfully recently, the broker sees this as a buying opportunity for investors. The Lovisa share price ended the week at $26.21.

Northern Star Resources Ltd (ASX: NST)

A note out of Bell Potter reveals that its analysts have retained their buy rating on this gold miner's shares with an increased price target of $35.00. The broker notes that Northern Star released a half-year update last week that was largely in line with expectations. While the broker concedes that there is uncertainty relating to how quickly management can rectify remaining disruptions, it believes it is worth sticking with the miner. This is especially the case given its expectation that Northern Star will hit a cashflow inflection point in FY 2028. After which, it sees potential for capital returns or buybacks should KCGM reach capacity ahead of cash outlays for the Hemi operation. The Northern Star share price was fetching $28.33 at Friday's close.

Seek Ltd (ASX: SEK)

Another note out of Morgans reveals that its analysts have upgraded this job listings company's shares to a buy rating with a $27.50 price target. This follows the release of a half-year result that was largely in line with expectations. Seek posted a 12% increase in revenue and a 35% jump in net profit. Overall, Morgans believes that recent share price weakness has created a buying opportunity for investors. However, it concedes that Seek still has many questions to answer on the AI threat. The Seek share price ended the week at $16.27.

The post Top brokers name 3 ASX shares to buy next week appeared first on The Motley Fool Australia.

On Tuesday, both companies reported earnings from 1H FY26. 

However it hasn't been smooth sailing as both Baby Bunting and Seek shares fell yesterday. 

Following results, the team at Morgans released updated guidance. 

It seems the broker sees one as a clear buy. 

Let's see what it had to say. 

Baby Bunting shares get slight decrease

For H1 FY26, Baby Bunting reported: 

• Total sales of $271.4 million, up 6.7% on the prior corresponding period
• Gross profit increased 10% to $111.4 million
• Net profit after tax (NPAT) came in at $5 million, up 4.1% on last year and in line with guidance.

Investors reacted positively to this news, with Baby Bunting shares up 10% since Monday.

However the team at Morgans seem to think investors should proceed with caution. 

The broker has reiterated its hold recommendation on the consumer discretionary stock, along with a slight price target decrease to $2.60 (previously $2.70). 

From yesterday's closing price, this indicates an upside of 10.6%. 

BBN's 1H26 pro-forma NPAT was up 4.1% yoy to $5.0m which was in the middle of guidance range ($4.5-$5.5m) driven by comps sales growth, gross margin expansion offset by higher costs. Nine stores have been refurbished to the new store design, and have performed strongly, sales up 25%, which is at the upper end of guidance range of 15-25%. FY26 NPAT guidance has been narrowed to $17.5-$19.5m (was $17-20m).

Seek shares have big upside

Morgans seems much more optimistic on Seek shares moving forward. 

The communications stock reported H1 FY26 results on Tuesday that included: 

• Sales revenue rose 21% to $647 million
• Net revenue up 12% to $601 million
• EBITDA increased 19% to $267 million
• Record fully franked interim dividend of 27 cents per share, up 13%. 

Its share price edged higher following this result, but Morgans believes there's more room to run for Seek shares. 

Seek shares are still down more than 30% year to date.

The broker upgraded its rating to a buy, and kept its price target at $27.50. 

From yesterday's closing price of $16.10, this indicates an upside of 70.8%. 

Whilst our DCF-derived price target remains unchanged at A$27.50 the recent sharp share price pullback now results in ~70% TSR upside.

We move to a Buy recommendation accordingly, though SEK has still many questions to answer on the AI threat.

The post Does this broker prefer Baby Bunting or Seek shares following earnings results? appeared first on The Motley Fool Australia.

Let's see what the broker thinks of three very big results and whether it thinks these ASX 200 shares are now buys, holds, or sells. Here's what you need to know:

BHP Group Ltd (ASX: BHP)

Morgans was impressed with BHP's performance during the first half, noting that its copper business drove the strong result. But its main positive was the announcement of a silver stream for the Antamina operation.

However, due to its current valuation, the broker has held firm with its hold rating on BHP's shares. It said:

A strong copper-driven 1H26 result, but the highlight was a savvy deal monetising Antamina's silver stream for value equal to consensus valuation of the entire asset. Earnings quality continues to step forward, maintaining robust operational and cost performances across the portfolio. Injecting >US$6bn cash in H2 more than offsets Jansen. Maintain HOLD rating.

Seek Ltd (ASX: SEK)

This job listings company's half-year result was in line with expectations. And while the broker has AI disruption concerns, it believes the risk-reward is favourable at current levels and has upgraded Seek shares to a buy rating with a $27.50 price target. It said:

SEK's 1H26 result was largely as per expectations with net revenue (+12% on pcp), Adjusted EBITDA (+19% on pcp) and adjusted NPAT (+35% on pcp) all broadly in line with Visible Alpha consensus and MorgansF. We make only marginal adjustments to our forecasts taking into account the updated guidance.

Whilst our DCF-derived price target remains unchanged at A$27.50 the recent sharp share price pullback now results in ~70% TSR upside. We move to a Buy recommendation accordingly, though SEK has still many questions to answer on the AI threat.

Treasury Wine Estates Ltd (ASX: TWE)

Wine giant Treasury Wine delivered a result that was in line with expectations but weak overall.

The broker isn't sure that 2027 will be much better and expects a return to growth in 2028. In light of this, it continues to rate the company's shares as a hold. It said:

TWE's 1H26 result was weak but was broadly in line with guidance. Leverage was well above the company's target range. Consequently, and in line with our expectations, the Board did not declare an interim dividend. TWE reiterated that 2H26 EBITS is expected to be higher than the 1H26. It is too early to call whether TWE can grow earnings in FY27.

We think this will not occur until FY28 given the priority to reduce customer inventory in the US and China. It will take time for new management to deliver more acceptable returns and for TWE to rebuild credibility with the market. We maintain a HOLD rating.

The post Buy, hold, sell: BHP, SEEK, and Treasury Wine shares appeared first on The Motley Fool Australia.