A good number of ASX growth shares have been sold off over the past 12 months and still trade at a deep discount.

While this is disappointing for growth investors, it could have created a very attractive buying opportunity for those with capital to deploy.

With that in mind, here are three ASX growth shares that could be top picks right now:

Lovisa Holdings Ltd (ASX: LOV)

The first ASX growth share that could be a buy is Lovisa.

It is a fast-growing fashion jewellery retailer that is in the middle of an ambitious global expansion. At last count, the company was operating over 1,000 stores across more than 50 markets.

But management isn't settling for that and continues to open new stores across the globe.

Morgans has named Lovisa as one of its top picks in the retail sector, highlighting the company's scalable store model and strong brand appeal.

The broker currently has a buy rating and $36.80 price target on its shares. Based on its current share price, this implies potential upside of 50% over the next 12 months.

TechnologyOne Ltd (ASX: TNE)

Another ASX growth share that could be worth considering is TechnologyOne.

It is a leading developer of enterprise software for governments, universities, and large organisations. These customers tend to be sticky, long-term users, which gives the company a high level of revenue visibility.

Its shift to a software-as-a-service model has been a huge success, delivering consistent annual recurring revenue growth and strong cash generation. But if you thought its growth was coming to an end, think again. Management believes it can double the size of its business every five years.

And while its shares have recovered from their lows, UBS still sees plenty of upside. It currently has a buy rating and $38.70 price target on its shares, which implies potential upside of almost 30%.

WiseTech Global Ltd (ASX: WTC)

A final ASX growth share that could be a top buy is logistics solutions technology company WiseTech Global.

Its CargoWise platform sits at the core of global freight and logistics operations. It is deeply embedded in customers' workflows, with high switching costs and recurring subscription revenue.

Its share price has been pressured by broader tech sector weakness and AI disruption concerns. However, this type of software is very complex and would be very hard for AI to disrupt.

It is for that reason that Bell Potter put a buy rating and $78.75 price target on its shares this week. This suggests that over 70% upside is possible from current levels.

The post 3 stellar ASX growth shares to buy now with 30% to 70% upside appeared first on The Motley Fool Australia.

While markets can be unpredictable in the short term, high-quality companies can keep compounding for years.

Here are two ASX shares that could be worth considering for long-term investors.

REA Group Ltd (ASX: REA)

REA Group is a prime example of an ASX share that could consistently compound over years. It operates Australia's leading online property marketplace and has built a dominant position that is incredibly difficult to disrupt. Its platform is deeply embedded in the real estate ecosystem, making it the go-to destination for buyers, sellers, and agents.

That dominance translates into pricing power. Even during softer property cycles, REA has historically grown revenue through premium listings and value-added services. This ASX share is not just exposed to housing activity; it actively monetises it.

The business has also continued to evolve. By adding new tools, data insights, and digital services, REA is strengthening its offering and deepening customer engagement. This reinforces its competitive moat and supports long-term growth.

With high margins, a leading market position, and structural exposure to housing demand, REA appears well placed to keep delivering over the next decade. Analysts at Bell Potter Securities recently placed a buy rating on the stock with a $211 price target, implying potential upside of around 21% from current levels.

TechnologyOne Ltd (ASX: TNE)

Another high-quality name to watch is TechnologyOne. The enterprise software company has been a standout performer over the years, even after experiencing a pullback through late 2025 and early 2026.

The $10 billion ASX tech share provides software solutions to government agencies, universities, and large organisations. Its transition to a cloud-based software-as-a-service (SaaS) model has transformed the business, driving predictable and growing recurring revenue.

Its latest financial performance highlights that strength. The company delivered 18% revenue growth to $554.6 million and a 19% increase in profit before tax to $181.5 million. Consistency at that level is a key reason investors have been drawn to the stock.

One of its biggest advantages is customer stickiness. Once its software is embedded into an organisation's operations, switching providers becomes costly and complex. That leads to high retention rates and supports long-term earnings growth.

There's also an international growth angle. TechnologyOne has been expanding in the UK, which could provide an additional runway for growth in the years ahead.

With strong margins, recurring revenue, and a scalable platform, TechnologyOne has the characteristics of a business that can continue compounding over the long term.

Most analysts see the ASX share as a buy or strong buy. The average 12-month price target sits around $32, which points to a 6% upside. The most bullish price target is $38.70, 27% above the current share price.

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

I focus on ASX shares that have strong foundations and the ability to grow alongside the markets they serve. These are the kinds of businesses that can justify a long-term place in a portfolio.

Here are three ASX shares I'd feel comfortable holding for the next decade.

Goodman Group (ASX: GMG)

Goodman Group is a property company that sits at the centre of a powerful structural trend.

Its portfolio is closely tied to logistics, warehousing, and increasingly data centres, which are essential to how goods and data move around the world.

What stands out to me is how its assets connect to long-term demand.

E-commerce continues to reshape supply chains, while the growth of cloud computing and artificial intelligence (AI) is driving demand for data infrastructure. Goodman has positioned itself to support both.

The company's integrated model also adds another layer.

It develops, owns, and manages assets, which allows it to capture value across multiple parts of the lifecycle. Over time, that can support both earnings growth and asset expansion.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is a business built on consistency.

It provides enterprise software to government, education, and large organisations, with a model that centres on recurring revenue and long-term customer relationships.

What I find attractive is the predictability of that model. As more customers move onto its platform and remain there, revenue builds steadily. That creates a strong foundation for growth.

There is also a clear pathway for expansion.

The company continues to deepen its presence with existing customers while growing internationally. Over a long period, that combination can support compounding earnings.

Macquarie Group Ltd (ASX: MQG)

Macquarie brings a different type of exposure. It operates across asset management, infrastructure, renewable energy, and financial services, with a global footprint that continues to evolve.

What I think stands out is its ability to allocate capital. The company has a long history of identifying emerging opportunities and building businesses around them. That adaptability allows it to grow across different cycles.

Macquarie also provides exposure to real assets and long-term investment themes, which can add a different dimension to a portfolio.

Foolish takeaway

When I think about holding ASX shares for a long time, I look for businesses that can keep progressing without needing constant reinvention.

I think Goodman, TechnologyOne, and Macquarie fit that mindset.

The post 3 ASX shares I'd feel comfortable holding for the next decade appeared first on The Motley Fool Australia.

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

ASX 200 expected to jump

The Australian share market looks set for a strong start to the week following a good finish on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 82 points or 0.85% higher. In the United States, the Dow Jones was up 1.8%, the S&P 500 rose 1.2%, and the Nasdaq jumped 1.5%.

Oil prices crash

It could be a poor start to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices crashed on Friday night. According to Bloomberg, the WTI crude oil price was down 11.45% to US$83.85 a barrel and the Brent crude oil price was down 9.1% to US$90.38 a barrel. This was driven by news that the Strait of Hormuz is open again. However, conflicting news over the weekend could mean oil prices reverse these declines when Asian markets open.

TechnologyOne shares downgrade

TechnologyOne Ltd (ASX: TNE) shares are fairly valued according to analysts at Bell Potter. This morning, the broker has downgraded the enterprise software provider's shares to a hold rating with an improved price target of $31.00 (from $29.00). It said: "We downgrade our recommendation on Technology One from BUY to HOLD given the rally in the share price to above our target price. We believe the stock now looks fairly valued on FY26 and FY27 EV/EBITDA multiples of c.32x and 28x which [we] note are the highest in our coverage of S&P/ASX 100 technology stocks and well above that of WiseTech Global on c.22x and 18x."

Gold price rises

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a good start to the week after the gold price stormed higher on Friday night. According to CNBC, the gold futures price was up 1.5% to US$4,879.6 an ounce. This was also driven by the reopening of the Strait of Hormuz. It is possible this gain could also reverse in Asian trade today.

Netwealth given accumulate rating

In response to its quarterly update, Morgans has put an accumulate rating on Netwealth Group Ltd (ASX: NWL) shares with a $29.00 price target. It said: "Despite ongoing volatility and uncertainty tied to a US/Middle East conflict and a potential resolution, market momentum has recovered from peak pessimism in the March Quarter, with the ASX All Ordinaries +5.6% month-to-date in April'26, which will have seen FUA growth momentum improve post quarter end. Looking through this near-term volatility NWL remains on track deliver solid growth FY26F and well placed to capitalised on the long runway of opportunity ahead. We retain our ACCUMULATE rating, with a Price target of $29.00/sh."

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

Technology was the strongest of the 11 ASX 200 market sectors following a commanding lead from Wall Street.

The NASDAQ Composite Index (NASDAQ: .IXIC) has been on a tear in April and hit a new record high last week.

As of Friday's market close (Australian time), the NASDAQ had recorded 12 consecutive days of gains — its best run since 2009.

ASX 200 tech shares have followed suit, but not in a straight line. The sector has lifted 18.47% since the rebound began on 31 March.

It appears investors may have overcome their fears about artificial intelligence (AI).

Investors have fretted over large AI spending and the potential for AI tools like Claude to wipe out software-as-a-service (SaaS) providers.

These fears drove a near halving in the value of the S&P/ASX 200 Information Technology Index (ASX: XIJ) in just seven months.

You read that right — the tech index experienced an extraordinary 48% sell-off between 29 August and 30 March.

No other sector recorded significant gains last week amid the ongoing war in Iran and a major fire at one of Australia's two oil refineries.

Only five ASX 200 sectors finished the week in the green.

Let's recap.

ASX 200 tech shares led the market last week

The ASX 200's largest tech company, WiseTech Global Ltd (ASX: WTC), skyrocketed 22.72% to finish the week at $46.18 per share.

The Xero Ltd (ASX: XRO) share price leapt 14.72% to $81.98, while TechnologyOne Ltd (ASX: TNE) jumped 11.34% to $30.83.

NextDC Limited (ASX: NXT) shares rose 10.14% to $14.12 and Life360 Inc (ASX: 360) increased 9.6% to $21.35.

The Megaport Ltd (ASX: MP1) share price screamed 26.53% to $8.49.

Hansen Technologies Ltd (ASX: HSN) shares soared 9.37% to $5.02.

ASX 200 hotel booking platform provider, Siteminder Ltd (ASX: SDR), ripped 13.27% to $3.33 per share.

Nuix Ltd (ASX: NXL) shares stormed 10.96% higher to $1.26 apiece, while Appen Ltd (ASX: APX) rose 12.77% to $1.59.

The Weebit Nano Ltd (ASX: WBT) share price lifted 7.41% to $4.06.

Objective Corporation Ltd (ASX: OCL) shares lifted 6.97% to $11.82.

The Dicker Data Ltd (ASX: DDR) share price ascended 4.19% to $8.95.

ASX 200 market sector snapshot

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

Over the five trading days:

The post ASX 200 tech shares rocket 13% as long-awaited sector rebound accelerates appeared first on The Motley Fool Australia.

Unfortunately, the team at Bell Potter thinks that this leaves the ASX 200 tech stock fairly valued now and has downgraded it.

What is the broker saying?

The broker highlights that TechnologyOne's shares now trade at a significant premium to WiseTech Global Ltd (ASX: WTC), Pro Medicus Ltd (ASX: PME), and Life360 Inc. (ASX: 360). It explains:

We downgrade our recommendation on Technology One from BUY to HOLD given the rally in the share price to above our target price. We believe the stock now looks fairly valued on FY26 and FY27 EV/EBITDA multiples of c.32x and 28x which [we] note are the highest in our coverage of S&P/ASX 100 technology stocks and well above that of WiseTech Global on c.22x and 18x.

We acknowledge that Technology One is probably the best placed amongst our coverage of technology stocks to withstand AI disruption given its large proprietary data assets and mostly government and higher education customer base. The company is also embedding agentic AI across its product suite which will both improve the customer experience and further strengthen its position against disruption. But the recent outperformance of the stock relative to others in the sector like WiseTech, Pro Medicus and Life360 now makes it look relatively expensive and we see better value elsewhere.

Downgraded to hold

According to the note, the broker has downgraded the ASX 200 tech stock to a hold rating with an improved price target of $31.00 (from $29.00).

This is largely in line with the current TechnologyOne share price of $30.83.

Commenting on the company, Bell Potter said:

With the recent rebound in technology stocks we have increased the multiples we apply in the PE ratio and EV/EBITDA valuations from 55x and 30x to 60x and 32.5x. and also modestly reduced the WACC we apply in the DCF from 8.4% to 8.3%. The net result is a 7% increase in our target price to $31.00 which is only a modest premium to the share price so is consistent with the downgrade to a HOLD recommendation.

We note there is perhaps a lack of catalysts for the stock with the company already – and unusually – providing full year guidance at the AGM in February (this is usually provided at the H1 result in May). There is also a greater-than-usual earnings skew to H2 this year due to higher investment in H1 so we do not see much if any potential of an upgrade to the guidance at the H1 result.

The post Which ASX 200 tech stock has Bell Potter just downgraded? appeared first on The Motley Fool Australia.

After a brutal 6 months, the largest names on the ASX tech scene have staged a sharp rebound over the past five trading days. Investors are piling back into the sector, and the turnaround has been fast.

Let's take a closer look how each ASX tech share fared.

WiseTech Global Ltd (ASX: WTC)

Leading the charge is WiseTech, which has surged an eye-catching 26% in just a week. That's a major reversal for an ASX tech share still down 33% year to date.

The company's CargoWise platform remains deeply embedded in global logistics networks, giving it strong recurring revenue and pricing power. However, expectations are high, and any slowdown in global trade or earnings growth could quickly pressure the share price again.

Xero Ltd (ASX: XRO)

This ASX tech share has also bounced strongly, climbing 16% over the past five days, though it remains down 28% in 2025.

The cloud accounting leader continues to grow its global subscriber base, particularly in key offshore markets. Its long-term growth story is intact, but investors are still watching closely for improvements in profitability and margins.

Megaport Ltd (ASX: MP1)

One of the biggest movers has been Megaport, which has jumped 28% in a matter of days, despite being down 30% year to date.

The company is benefiting from structural demand as more businesses shift to cloud-based infrastructure. Still, this ASX tech share remains a volatile name, and sentiment can swing quickly if execution falls short.

NextDC Ltd (ASX: NXT)

Meanwhile, NextDC is in a different position altogether. Its shares have risen 11% over the past week and are now up 12% for the year.

The data centre operator sits at the heart of powerful trends including artificial intelligence and cloud computing. That demand is driving growth, though its capital-intensive expansion plans mean investors must keep an eye on costs and project execution.

TechnologyOne Ltd (ASX: TNE)

Rounding out the group is TechnologyOne, which has climbed 13% in five days and is now up 11% year to date.

The ASX tech share has been one of the steadiest performers in the sector, supported by its successful transition to a software-as-a-service model. Its consistency is a strength, although any slowdown in contract wins or enterprise spending could temper momentum.

Foolish Takeaway

The sharp rebound across these names highlights just how quickly sentiment can shift in the tech sector. While some of these ASX tech stocks are still well below their earlier highs, the recent surge suggests investors are once again willing to back growth.

Whether this rally has staying power will likely depend on earnings delivery and broader market conditions, but for now, ASX tech is firmly back in the spotlight.

The post The tech rally is back: here are 5 ASX shares leading the charge appeared first on The Motley Fool Australia.

The Nasdaq Composite Index (NASDAQ: .IXIC) lifted 1.59% to a new record high last night.

ASX 200 tech shares have risen 16.2% over the past 11 trading sessions, but our tech index has fluctuated over the period.

Meanwhile, the NASDAQ has increased in a straight line by 15.5%, one day after another, since 30 March.

That's its best run since December 2023.

Could this mean an end to the tech wreck?

ASX 200 tech shares began a downward spiral in September last year.

Tech investors began worrying about high stock valuations and large-scale artificial intelligence (AI) capex spending.

Then this year, a series of updates to Anthropic's AI assistant, Claude, stoked fears of major disruption for software-as-a-service (SaaS) providers.

If agentic AI and generative tools like Claude can custom-write software, why would companies subscribe to proprietary SaaS products?

These fears were especially felt in Australia given four of the six biggest ASX 200 tech shares by market capitalisation are SaaS providers.

Some experts labelled it a 'SaaSpocalypse' moment, while others insisted the highest quality tech companies would ride it out.

The cumulative impact: the S&P/ASX 200 Information Technology Index (ASX: XIJ) fell 48% between 29 August and 30 March.

Here comes the rebound

The biggest ASX 200 tech share by market cap is SaaS logistics management platform provider, WiseTech Global Ltd (ASX: WTC).

The Wisetech share price is $43.63, up 9.2% today and up 19.5% over the past 11 trading sessions.

Next is accounting services provider Xero Ltd (ASX: XRO).

The Xero share price is $80.70, up 7.5% on Thursday and up 14.5% since 30 March.

Enterprise resource planning provider TechnologyOne Ltd (ASX: TNE) is also higher today.

TechnologyOne shares are $30.49, up 5.8% today and up 15.2% over the 11 trading sessions.

The Nextdc Ltd (ASX: NXT) share price is 4.2% higher at $13.96, and it's up 23.8% since 30 March.

The share price of family location app provider Life360 Inc (ASX: 360) is $21.15, up 11.6% today and up 16.6% since 30 March.

Shares in hotel bookings management platform provider Siteminder Ltd (ASX: SDR) are up 8.3% to $3.35 today.

Siteminder shares have surged 23.4% since 30 March.

Technology is the strongest of the 11 ASX 200 market sectors today.

Meanwhile, the benchmark S&P/ASX 200 Index (ASX: XJO) is in the red, down 0.3% to 8,952.6 points.

The post Is the ASX 200 tech wreck over amid a 6% rise in shares today? appeared first on The Motley Fool Australia.

Some of the most exciting opportunities in the market today are being driven by global technology, automation, and cybersecurity trends. The good news is that ASX exchange traded funds (ETFs) make it easy to access these themes in a single trade.

Here are five ASX ETFs that could supercharge your portfolio.

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

The first ASX ETF that could add serious growth potential is the BetaShares Asia Technology Tigers ETF.

This fund provides exposure to leading technology companies across Asia, a region that continues to digitise rapidly.

Its holdings include Tencent Holdings (SEHK: 700), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), and Alibaba Group (NYSE: BABA).

What makes this fund compelling is its exposure to markets that are still in earlier stages of digital adoption compared to the US, which could translate into strong long-term growth.

BetaShares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

Another ASX ETF that could boost returns is the BetaShares Global Robotics and Artificial Intelligence ETF.

This ETF targets companies at the forefront of automation and AI, industries that are transforming how businesses operate.

Key holdings include NVIDIA (NASDAQ: NVDA), Intuitive Surgical (NASDAQ: ISRG), and Keyence.

Rather than focusing on a single niche, this ETF spreads exposure across multiple applications of AI and robotics, giving it a broad growth runway. It was recently recommended by the team at Betashares.

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

A third ASX ETF that could be worth considering is the BetaShares S&P/ASX Australian Technology ETF.

This fund provides exposure to Australia's leading technology companies, offering a way to back local innovation.

Its holdings include Xero Ltd (ASX: XRO), WiseTech Global Ltd (ASX: WTC), and TechnologyOne Ltd (ASX: TNE).

This ETF gives investors access to businesses that are growing both domestically and internationally, with scalable models and strong long-term potential. It was also recently recommended by the team at Betashares.

VanEck MSCI International Quality ETF (ASX: QUAL)

Another ASX ETF that could strengthen a portfolio is the VanEck MSCI International Quality ETF.

It focuses on high-quality global companies with strong balance sheets, stable earnings, and competitive advantages.

Its holdings include Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), and Visa (NYSE: V).

This focus on quality helps balance out more aggressive growth exposures, providing a layer of resilience while still offering solid long-term returns. It was recently recommended by the team at VanEck.

BetaShares Global Cybersecurity ETF (ASX: HACK)

A fifth ASX ETF that could round out a portfolio is the BetaShares Global Cybersecurity ETF.

This fund targets companies involved in cybersecurity, an area that is becoming increasingly critical as digital threats continue to rise.

Key holdings include CrowdStrike (NASDAQ: CRWD), Palo Alto Networks (NASDAQ: PANW), and Zscaler (NASDAQ: ZS).

As businesses and governments invest more heavily in protecting data and systems, demand for cybersecurity solutions is expected to grow.

The post 5 ASX ETFs that could supercharge your portfolio appeared first on The Motley Fool Australia.

For me, the more interesting question is what has changed beneath the surface, and whether the long-term direction of the business still points higher over time.

Here are two ASX 200 shares that have pulled back heavily, but that I think still offer compelling long-term potential.

Life360 Inc (ASX: 360)

Life360 is a business I increasingly think of as a network rather than just an app.

At its core, this technology company connects families through location sharing and safety features, but what stands out is the scale it is reaching. The platform now has close to 100 million monthly active users globally, with strong growth continuing across both the US and international markets.

That kind of scale creates something valuable. As more users join the platform, the usefulness of the network increases, and that can support stronger engagement and monetisation over time. The company is already seeing that play out, with subscription growth continuing to track alongside user growth.

What I find interesting is how many layers this business could have. Beyond subscriptions, there are opportunities in hardware, data, advertising, and additional services that sit on top of the core platform. That creates multiple pathways for growth, rather than relying on a single revenue stream.

For me, the size of the network and the ability to deepen monetisation over time is what makes this ASX 200 share very interesting, especially after falling more than 60% from its high.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne offers a very different type of opportunity.

Where Life360 is building a global consumer platform, TechnologyOne is focused on enterprise software, particularly for government, education, and large organisations.

What stands out to me here is the strength and consistency of the business. Over time, TechnologyOne has developed a model built around recurring revenue, long-term customer relationships, and steady expansion within its existing base. That creates a level of predictability that is not always common in technology companies.

More recently, the company has been leaning into artificial intelligence (AI) as part of its product offering, with management highlighting AI as a driver of confidence in future growth.

I think that is an interesting shift. Rather than being positioned as a risk, AI is being integrated into the product suite to enhance what the company already does. That approach could help strengthen its value proposition over time, particularly with customers looking for more capability without added complexity.

The share price pullback suggests some caution from the market, but the underlying model remains consistent. For me, that combination of reliability and gradual evolution is what makes it a compelling long-term holding. This is particularly the case after pulling back 33% from its high.

Foolish Takeaway

Share price declines of this magnitude often reflect a change in sentiment as much as a change in fundamentals.

Life360 is building a large and growing network with multiple avenues for monetisation, while TechnologyOne continues to deliver a steady, recurring revenue model while evolving its product offering.

They are different businesses, but I think both offer something that matters over the long term. The ability to grow into a larger opportunity from where they are today.

The post 2 ASX 200 shares down 30%+ that I'd buy with $4,000 appeared first on The Motley Fool Australia.

Others are different. They are the kind of businesses I would feel comfortable owning without needing to follow every update, because the underlying direction is clear and the long-term drivers are still in place.

Here are three ASX shares I think fit that description.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is not the type of company that tends to dominate headlines. But I think that is part of what makes it appealing over a long period.

It provides enterprise software to government agencies, universities, and large organisations. These are not customers that switch systems lightly. Once the software is embedded, it often becomes part of day-to-day operations.

What I like most is the nature of those relationships. They tend to be long-term, recurring, and built around essential functions like finance, payroll, and administration. That creates a level of revenue visibility that can support steady growth over time.

The shift to a software-as-a-service model has also strengthened that position.

Instead of one-off licence sales, the business now generates more predictable income, which can compound as new customers are added and existing ones expand their usage.

For me, it is a business that does not need to reinvent itself every few years to keep growing.

Goodman Group (ASX: GMG)

Goodman Group is often described as a property company, but I think that label misses part of the story.

What it is really doing is developing and managing the infrastructure that supports the modern economy.

That includes logistics facilities, but increasingly it also includes data centres and digital infrastructure. These are assets that sit behind trends like ecommerce, cloud computing, and artificial intelligence.

What I find interesting is how the business evolves alongside those trends. It is not just collecting rent. It is identifying where demand is going and positioning itself early, whether that is through land acquisition, development, or partnerships.

That adaptability is important for a long-term holding. It means the ASX share is not tied to a single theme. Instead, it can shift its focus as the world changes, while still operating within its core area of expertise.

Macquarie Group Ltd (ASX: MQG)

Macquarie is probably the most complex of the three, but I think it is also one of the most flexible.

It operates across asset management, infrastructure, energy, and financial services, with a global footprint.

At first glance, that can seem difficult to follow. But over time, I think that breadth becomes an advantage. Different parts of the business perform at different times. When one area slows, another may be benefiting from changing market conditions. That diversification can help smooth performance across cycles.

What stands out to me is the company's ability to adapt. Macquarie has a long history of moving into new areas of opportunity, whether that is infrastructure, renewable energy, or commodities. It tends to position itself where capital and demand are growing.

For a long-term investor, that kind of evolution can be valuable.

Foolish takeaway

Buying shares for 10 years is about choosing businesses that can remain relevant without constant oversight.

I think these ASX shares tick that box. TechnologyOne benefits from long-term customer relationships and recurring revenue, Goodman Group is building infrastructure tied to how the economy is evolving, and Macquarie brings diversification and the ability to adapt across different environments.

The post The ASX shares I'd buy and forget about for 10 years appeared first on The Motley Fool Australia.

In fact, small amounts invested consistently can compound into something meaningful over time. The key is focusing on quality ASX shares with strong long-term potential, rather than trying to chase quick wins.

Here are three shares that could be worth considering with $500.

Breville Group Ltd (ASX: BRG)

The first ASX share that could be a smart option is Breville Group.

Breville has built a premium brand in kitchen appliances, with products that are recognised globally for quality and design. But what makes the business particularly interesting is its international growth story.

A large portion of its revenue now comes from overseas markets, especially the United States. This gives Breville exposure to a much larger customer base than the Australian market alone.

At the same time, the company continues to innovate and expand its product range, helping to maintain its premium positioning. This is particularly the case in the growing coffee category, where Breville is a market leader.

Overall, Breville offers investors exposure to a global consumer brand with long-term growth potential.

ResMed Inc (ASX: RMD)

Another ASX share to consider is ResMed.

ResMed operates in the sleep apnoea and respiratory care space, providing devices and software that help patients manage chronic conditions.

What sets the company apart is its recurring revenue model. Once a patient starts using a device, they often continue purchasing masks, software, and accessories over time.

There are also strong structural tailwinds supporting the business. Sleep apnoea remains highly underdiagnosed globally, and awareness continues to grow. In fact, there are over 1 billion sufferers worldwide according to ResMed. But most aren't aware of their condition.

This means that ResMed potentially offers long-term investors a combination of defensive healthcare exposure and steady growth.

TechnologyOne Ltd (ASX: TNE)

A third ASX share that could be a strong option for the $500 is TechnologyOne.

It provides enterprise software solutions, primarily to government and education sectors. Its shift to a cloud-based model has transformed the business, increasing recurring revenue and improving margins.

One of the most appealing aspects of TechnologyOne is its consistency. The company has a long track record of delivering steady earnings growth and expanding its customer base.

It is also growing internationally, particularly in the UK, which could provide another leg of growth in the years ahead.

For investors looking to build wealth over time, TechnologyOne could be worth considering, especially after recent share price weakness.

The post Where to invest $500 in ASX shares right now appeared first on The Motley Fool Australia.

The key is not trying to time the market or chase quick wins. Instead, it is about consistency, discipline, and backing quality investments that can compound over many years.

Here is a simple approach that could help.

Consistency

The biggest advantage of investing monthly is that you build momentum.

By investing regularly, you naturally buy more ASX shares when prices are lower and fewer when prices are higher. This is often referred to as dollar-cost averaging and can help smooth out market volatility.

The important part is sticking to your plan regardless of short-term market movements.

Build around quality ASX shares

Each month, look to allocate your capital into high-quality ASX shares with strong long-term prospects.

These are typically businesses with competitive advantages, strong management teams, and clear growth opportunities.

For example, REA Group Ltd (ASX: REA) dominates online real estate listings in Australia, while CSL Ltd (ASX: CSL) operates in a global healthcare market with significant long-term demand.

Owning these types of companies can provide a solid base for your portfolio.

Mix in growth

Alongside established names, consider allocating part of your monthly investment to growth-focused companies.

These businesses often reinvest heavily to expand their operations and can deliver strong returns if they execute well.

Companies such as Goodman Group (ASX: GMG) and TechnologyOne Ltd (ASX: TNE) are examples of businesses benefiting from increasing demand for digital infrastructure and enterprise software.

Including growth exposure can help accelerate your portfolio's long-term returns.

Use ETFs

If you do not want to pick individual stocks every month, ETFs can make the process easier.

Funds like the Vanguard MSCI Index International Shares ETF (ASX: VGS) provide access to global markets, while the Betashares Nasdaq 100 ETF (ASX: NDQ) focuses on leading technology companies.

Rotating between shares and ETFs can help you build a diversified portfolio over time.

Think long term

The real power of this strategy comes from compounding.

Investing $1,000 each month adds up to $12,000 per year. Over a decade, that is $120,000 invested, before considering any returns.

If your portfolio can achieve an average return of around 10% per annum (not guaranteed), your total portfolio value could grow to $200,000 after 10 years.

By staying consistent, focusing on quality, and thinking long term, this simple approach can become a powerful way to build wealth through ASX shares.

The post How to invest $1,000 per month in ASX shares and build long-term wealth appeared first on The Motley Fool Australia.

In fact, some of the best-performing ASX 200 shares over time have been the ones that steadily grow earnings, expand margins, and reinvest for the future without attracting too much attention along the way.

For investors focused on long-term compounding, here are three ASX shares that could be worth considering.

Goodman Group (ASX: GMG)

The first ASX share that could deliver steady compounding is Goodman Group.

Goodman focuses on logistics and industrial property, which has benefited from the growth of ecommerce and supply chain optimisation.

More recently, it has been increasing its exposure to data centre developments, positioning itself to benefit from rising demand for digital infrastructure and artificial intelligence.

Its integrated model, which combines development, management, and investment, allows it to generate earnings from multiple sources.

With long-term structural demand for logistics and data infrastructure, Goodman appears well placed to continue growing its earnings in a relatively steady and predictable way.

For investors looking beyond short-term market noise, these types of businesses can often deliver strong returns simply by continuing to execute over time.

REA Group Ltd (ASX: REA)

Another ASX 200 share that could quietly compound over time is REA Group.

REA operates Australia's leading online real estate platform, which has become the go-to destination for property listings. This dominant position gives it significant pricing power and strong network effects.

As more buyers and sellers use the platform, its value increases, allowing REA Group to continue lifting prices and expanding its revenue.

It is also leveraging its audience to grow adjacent services such as data, insights, and financial products. This creates additional revenue streams without needing to significantly expand its cost base.

With a capital-light model and strong margins, REA Group is well positioned to continue compounding earnings over time.

TechnologyOne Ltd (ASX: TNE)

A final ASX 200 share that could be a long-term compounder is TechnologyOne.

The enterprise software provider has been steadily transitioning its customers to a cloud-based platform, which is driving recurring revenue and improving margins.

What stands out is the predictability of its earnings. Once customers are embedded in its ecosystem, switching costs are high, which supports long-term retention.

TechnologyOne is also expanding internationally, particularly in the UK, where it is replicating its Australian success.

This combination of recurring revenue, operating leverage, and global expansion could support consistent growth over many years. In fact, management believes it can double in size every five years.

The post 3 ASX 200 shares that could quietly compound for years appeared first on The Motley Fool Australia.

Find businesses that can keep growing over time, supported by strong demand and durable competitive advantages.

They do not need to be the fastest-growing companies every year. What matters more is consistency and the ability to compound over many years.

Three ASX shares that I think fit that description are in this article.

ResMed (ASX: RMD)

Healthcare is an area where I like to look for long-term winners, and ResMed stands out to me.

The company focuses on sleep apnoea and respiratory care, which I believe are supported by long-term demographic and health trends.

An ageing population and increasing awareness of sleep disorders could continue to drive demand for its products and services.

I also like that ResMed has been building out its digital health ecosystem, which could enhance patient outcomes and strengthen its competitive position over time.

For me, it is a combination of defensive characteristics and growth potential, which is not always easy to find.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is probably one of the quieter achievers on the ASX, but I think that is part of what makes it interesting.

It provides enterprise software, particularly to government and education sectors, and has successfully transitioned to a software-as-a-service model.

What stands out to me is the consistency.

Recurring revenue, high margins, and long-term customer relationships all point to a business that can compound earnings over time.

It may not grab headlines in the same way as some other tech names, but I believe that reliability can be a real advantage for long-term investors.

REA Group Ltd (ASX: REA)

REA Group adds a different type of quality.

It operates one of the most dominant digital platforms in Australia through realestate.com.au, which gives it a very strong competitive position.

What I like here is the combination of pricing power and network effects. Agents need to list where buyers are, and buyers go where the listings are. That creates a reinforcing cycle that is difficult for competitors to break.

The business is also highly profitable, with strong margins and the ability to grow earnings over time as the property market evolves and digital penetration increases.

For me, REA Group is an example of a platform business that can continue compounding over many years.

Foolish takeaway

I think long-term investing is about owning businesses that you can hold through different market cycles without constantly second-guessing the decision.

ResMed offers exposure to global healthcare demand with a growing digital component, TechnologyOne provides a steady, recurring revenue model that continues to scale over time, and REA Group brings a dominant platform with strong pricing power and long-term growth potential.

Overall, the three have the kind of characteristics I think can support long-term compounding.

The post 3 high-quality ASX shares I'd buy and hold for the long term appeared first on The Motley Fool Australia.

Xero shares have tumbled 35% so far in 2026 and a steep 53% over the past six months. That's a dramatic reversal for a company that was once one of the market's favourite growth names.

But is this sell-off a warning sign or a golden opportunity?

Critical multi-platform

Let's start with the fundamentals.

Xero is a cloud-based accounting platform built for small and medium-sized businesses. It allows users to manage invoicing, payroll, and financial reporting all in one place — a mission-critical service for its customers.

And it's not a small player. Xero has built a strong global footprint across Australia, New Zealand, the UK, and beyond. Its scalable subscription model delivers recurring revenue, while its ecosystem of integrations creates sticky customers and high switching costs.

In short, this is a high-quality growth business.

Broader tech rout

So why the sell-off? It's not just about Xero shares. The decline has been part of a broader tech rout with the share price of WiseTech Global Ltd (ASX: WTC) and Technology One Ltd (ASX: TNE) also suffering.

After a strong run in 2025, valuations across the tech sector looked stretched, and many investors were bracing for a correction.

Then came a new fear: Artificial Intelligence (AI). Markets began questioning whether artificial intelligence could disrupt traditional software models. The concern is that AI-powered tools could reduce demand for subscription-based platforms like Xero.

Add in higher interest rates — which tend to hit growth stocks hardest — and you've got the perfect storm for Xero shares.

Attractive entry point

But here's where things get interesting. After months of heavy selling, Xero shares are now trading at a significant discount to their previous highs. And that's starting to attract attention.

Bargain hunters appear to be stepping back in, looking to pick up high-quality growth names at more attractive entry points.

And the analysts? They're backing that view.

According to TradingView data, 13 out of 14 analysts rate Xero as a buy or strong buy. Price targets suggest potential upside of up to 215%, with some tipping the stock could reach $233.00 over the next 12 months.

Meanwhile, Citi has retained its buy rating and set a $144.80 price target, implying around 92% upside from current levels.

Compelling big picture

Of course, risks remain. Competition in the accounting software space is heating up, and any slowdown in customer growth or margin expansion could weigh on sentiment. The AI disruption narrative also hasn't fully disappeared.

But stepping back, the bigger picture is compelling.

Xero shares have been hit hard, but the core business remains strong. With a global footprint, recurring revenue, and sticky customers, it still ticks many of the boxes long-term investors look for.

The bottom line? This ASX tech stock has been knocked down, but not out. If sentiment continues to recover, Xero could be gearing up for a powerful comeback and today's price might just look like a bargain in hindsight.

The post Down 35% in 2026, are Xero shares the bargain buy of April? appeared first on The Motley Fool Australia.

But when I break it down, it becomes far more manageable.

It is not about finding the perfect ASX share or timing the market. It is about consistency, patience, and leveraging the power of compounding.

The maths behind it

Let's start with a simple assumption.

If you can achieve an average return of 9% per year, which I think is a reasonable long-term expectation for a diversified portfolio of ASX shares, although not guaranteed, the path to $1 million becomes clearer.

At that return, investing $5,000 per year would grow to roughly $1 million in just over 33 years.

Clearly this is not a one-off effort. It is a habit. A system that builds momentum over decades.

And once that momentum builds, the numbers can start to accelerate in ways that are hard to appreciate early on.

The early years feel slow

In the beginning, progress can feel underwhelming. After five years, you have contributed $25,000. The portfolio might be worth a bit more than that, but not dramatically so.

This is where a lot of people lose interest. But I think this is the most important phase.

Because what you are really building early on is not wealth. It is discipline.

You are learning to invest regularly, ignore short-term noise, and stay focused on the long term.

Then compounding starts to show up

As the portfolio grows, something changes. The returns begin to matter more than the contributions.

At some point, your portfolio might grow by more in a year than you are adding yourself.

That is when compounding really starts to work in your favour.

And from there, the process becomes less about how much you can contribute and more about how long you can stay invested.

Which ASX shares I would invest in

If I were building a portfolio like this, I would keep things simple.

I would focus on high-quality ASX shares that have the potential to grow earnings over time and deliver a mix of capital growth and income.

This might mean companies like Goodman Group (ASX: GMG), ResMed Inc. (ASX: RMD), and Cochlear Ltd (ASX: COH) for exposure to global growth themes.

At the same time, businesses such as TechnologyOne Ltd (ASX: TNE) and WiseTech Global Ltd (ASX: WTC) provide exposure to high-margin software models with recurring revenue.

And I would likely balance that with more established names like Commonwealth Bank of Australia (ASX: CBA) and Telstra Group Ltd (ASX: TLS), which can provide stability and income along the way.

The exact mix is less important than the principle. Own quality businesses and give them time.

Foolish takeaway

Building a million-dollar ASX share portfolio from zero is not about luck or timing. It is about consistency and time.

A steady investment of $5,000 per year, combined with a long-term return of around 9%, could get you there over a few decades.

It may not feel exciting in the early years. But over time, compounding can turn small, consistent steps into something significant.

The post How to build a million-dollar ASX share portfolio from zero appeared first on The Motley Fool Australia.

Right now, it might be inflation, interest rates, geopolitical tensions, or the impact of artificial intelligence (AI) on different industries.

All of those are valid concerns.

But when I look at how investors are reacting, I think the biggest mistake in 2026 is not any single decision.

It is stepping back from investing altogether.

Letting uncertainty stop you

Periods like this tend to create hesitation. Share prices move around more, headlines become more negative, and it can feel like the safer option is to wait for things to settle down.

The problem is that markets rarely give you that moment of clarity. There is almost always another reason to wait.

And while you are waiting, time passes. For long-term investors, time is one of the most important assets you have.

Volatility is part of the process

I think it is easy to forget that volatility is normal. Markets do not move in straight lines. Some years are strong, others are flat or negative.

We have seen that recently, with parts of the market pulling back even as others have held up better.

That does not mean the long-term opportunity has disappeared. If anything, it often means valuations in certain areas are becoming more reasonable.

ASX shares like CSL Ltd (ASX: CSL) and WiseTech Global Ltd (ASX: WTC) have seen significant share price declines at different points, even while continuing to invest in their businesses and position for future growth.

That is not unusual.

Trying to time the perfect entry

Another mistake I see is trying to get the timing exactly right.

Waiting for the bottom. Waiting for the next piece of good news. Waiting for markets to feel more comfortable again.

In reality, those moments are only obvious in hindsight.

I think a more practical approach is to invest progressively over time. That way, you are not relying on a single decision. You are building exposure gradually.

Forgetting what you own

When markets are volatile, it is easy to focus on share prices rather than the businesses behind them.

But in my view, that is the wrong focus.

If you own high-quality companies with strong balance sheets, competitive advantages, and long-term growth potential, short-term price movements matter less.

Businesses like Goodman Group (ASX: GMG), ResMed Inc. (ASX: RMD), or TechnologyOne Ltd (ASX: TNE) are not defined by a single year's performance.

They are built to grow over many years.

A different way to think about ASX investing

Instead of asking whether now is the perfect time to invest in the ASX, I think a better question is:

Am I investing in businesses I would be comfortable holding for the long term?

That shift in mindset changes everything.

It moves the focus away from short-term uncertainty and toward long-term opportunity.

Foolish takeaway

The biggest mistake I see ASX investors making in 2026 is letting uncertainty stop them from investing.

Markets will always have risks. But over time, it is participation, consistency, and patience that tend to drive results.

For me, the priority is not waiting for the perfect moment. It is making sure I stay in the market, invested in quality businesses, and focused on the long term.

The post The biggest mistake I see ASX investors making in 2026 appeared first on The Motley Fool Australia.

Instead, it is about finding businesses that can grow consistently over many years, supported by strong competitive positions and large opportunities ahead of them.

These are the types of companies that can compound earnings and deliver meaningful returns over time.

Here are three ASX growth shares that could fit that description.

Megaport Ltd (ASX: MP1)

The first ASX share that I would buy and hold for the next decade is Megaport.

Megaport operates a global platform that allows businesses to connect to cloud services and data centres on demand. As more companies shift their operations to the cloud, the need for flexible and scalable connectivity continues to grow.

What arguably makes Megaport's story more compelling today is its expansion beyond networking. The recent acquisition of Latitude brings high-performance compute capabilities into the platform, allowing customers to deploy both connectivity and compute infrastructure on demand. This positions the company at the centre of how modern workloads, including AI, are built and scaled.

While the company has faced challenges in the past, it now appears to be entering a more mature phase focused on profitability and execution. If it delivers on this broader infrastructure vision, Megaport could benefit from the continued growth of cloud and AI-driven demand globally.

REA Group Ltd (ASX: REA)

Another ASX growth share that I would buy and hold is REA Group.

REA Group has built a dominant position in Australia's online property listings market through realestate.com.au. Its platform benefits from strong network effects, where more listings attract more buyers, which in turn attracts more agents.

This creates pricing power. Agents are willing to pay for premium listings and advertising products because of the platform's reach and effectiveness.

Over time, the company has been able to increase its revenue per listing, even during periods of softer property activity. Combined with its expansion into adjacent services, this could support continued growth over the long term.

TechnologyOne Ltd (ASX: TNE)

A third ASX growth share that I would buy and hold is TechnologyOne.

TechnologyOne provides enterprise software solutions and has successfully transitioned to a software-as-a-service model. This shift has created a more predictable and recurring revenue base, which is highly valuable for long-term investors.

The company is also expanding internationally, particularly in the UK, where it sees significant growth opportunities across government and enterprise sectors.

With high customer retention, strong margins, and a disciplined approach to growth, TechnologyOne has the characteristics of a business that can continue compounding earnings over many years.

The post 3 amazing ASX growth shares I'd buy and hold for the next decade appeared first on The Motley Fool Australia.

Indeed, the S&P/ASX All Technology Index (ASX: XTX) – which also contains some smaller tech companies outside of ASX 200 tech stocks – is up a blistering 3.0%.

Here's how these top Aussie tech companies are tracking at this same time:

• Shares in cloud-based software solutions provider WiseTech Global Ltd (ASX: WTC) are up 2.6% trading for $39.01each
• Shares in software-as-a-service provider Technology One Ltd (ASX: TNE) are up 2.5% trading for $27.51 each
• Shares in data centre operator NextDC Ltd (ASX: NXT) are up 3.5% trading for $11.72 each
• Shares in location sharing software developer Life360 Inc (ASX: 360) are up 6.2% trading for $19.93 each
• Shares in accounting software provider Xero Ltd (ASX: XRO) are up 2.2% trading for $76.80 each

So, after a tough run in 2026 that still sees all of the above stocks in the red year to date, why are investors piling into the Aussie tech space today?

ASX 200 tech stocks leap on peace hopes

ASX 200 techs stocks are following US stock markets higher today as investors eye a potential near-term end to the Iran war.

Overnight the S&P 500 Index (SP: .INX) closed up 2.9% while the tech heavy Nasdaq Composite Index (NASDAQ: .IXIC) ended the day up a whopping 3.8%. AI chip making giant Nvidia Corporation (NASDAQ: NVDA) helped boost the index, closing up 5.6%.

Investor hopes for peace in the Middle East were stirred after US President Donald Trump said his nation will complete its military campaign in Iran in the next two to three weeks. Trump said the situation in the Strait of Hormuz would then resolve itself.

With Iranian leaders also reported to be calling for a rapid end to the war, rather than a just a ceasefire, the Brent crude oil price declined 3.2% overnight to US$104 per barrel.

If energy prices continue to decline, that would ease the building inflationary pressure that threatens to unleash interest rate increases from central banks across the globe.

ASX 200 tech stocks, often priced with future earnings in mind, have proven to be highly sensitive to interest rate moves.

What are the experts saying?

Commenting on the big move higher the stock markets, FBB Capital Partners' Michael Bailey said (quoted by Bloomberg), "Markets have taken it on the chin for over a month and expectations may have hit a low enough point that any glimmer of hope is now much more valuable."

Bloomberg strategists cautioned that investors, including those bidding up ASX 200 tech stocks today, could be getting a bit ahead of themselves.

The strategists noted:

The euphoria on Tuesday around Iran signalling a willingness to end hostilities looks a touch premature. Much hinges on what Tehran defines as 'essential guarantees' – particularly if they mirror the conditions outlined in its response to the US ceasefire proposal, which could prove a high bar for Washington to meet.

Stay tuned!

The post Why are ASX 200 tech stocks like WiseTech and Life360 going gangbusters on Wednesday? appeared first on The Motley Fool Australia.