Some companies are already large and well established. Others are still in earlier stages, quietly building the foundations for something much bigger. Finding these businesses early can make a big difference to long-term returns.

With that in mind, here are three ASX 300 shares that I think could be much bigger in five years.

Megaport Ltd (ASX: MP1)

The first ASX 300 share that could have a much larger footprint in the future is Megaport.

It is evolving from a network connectivity provider into a broader infrastructure platform. With its move into compute through the Latitude acquisition, the company is positioning itself at the centre of how businesses deploy and manage cloud and AI workloads.

This shift could significantly expand its addressable market. Instead of just connecting infrastructure, Megaport is now moving toward enabling it.

If execution is strong, the company could become a much more important player in the global digital infrastructure space.

Morgans thinks Megaport's shares are seriously undervalued. It recently put a buy rating and $16.00 price target on them, which implies potential upside greater than 100%.

Netwealth Group Ltd (ASX: NWL)

Another ASX 300 share that could be significantly larger in the future is Netwealth.

Netwealth operates an investment platform used by financial advisers to manage client portfolios. It might not grab headlines, but the business model is incredibly powerful.

As funds under administration grow, revenue tends to rise alongside it. And because the platform is highly scalable, a large portion of that growth flows through to profit.

The company has been steadily gaining market share, supported by strong technology and service. If it continues on this path, the business could look very different in five years' time.

Morgan Stanley is a fan of the company and has an overweight rating and $35.00 price target on its shares. This suggests that upside of almost 40% is possible between now and this time next year.

Temple & Webster Group Ltd (ASX: TPW)

A third ASX 300 share that could grow meaningfully is Temple & Webster.

Temple & Webster operates in online furniture and homewares, a category that is still transitioning from physical stores to digital platforms.

While the company has faced periods of volatility, it has continued to build brand awareness and expand its customer base.

What is particularly interesting is its improving profitability. As scale increases, the business has the potential to generate stronger margins.

If the shift to online continues and the company executes well, it could be significantly larger in five years than it is today.

Bell Potter is bullish on the company's outlook. It recently put a buy rating and $13.00 price target on its shares, which implies potential upside of almost 100% for investors.

The post 3 ASX 300 shares that could be much bigger in 5 years appeared first on The Motley Fool Australia.

One week, investors are chasing momentum. The next, they are heading for the exits. But while prices can move quickly, the underlying quality of a business rarely changes overnight.

That is why it can be a smart move for investors to use periods of weakness to revisit companies they already rate highly.

Right now, a few ASX shares are starting to look very interesting.

Goodman Group (ASX: GMG)

The first ASX share that could be worth a closer look is Goodman Group.

It is easy to think of Goodman as just another property company. But that misses the bigger picture.

Goodman sits at the centre of some very powerful long-term trends. Its assets are critical to ecommerce logistics and, increasingly, data infrastructure and artificial intelligence.

As demand for data centres and high-quality industrial space continues to grow, Goodman is positioning itself to benefit. And importantly, it is not just collecting rent. It is actively developing new assets and recycling capital into higher-return opportunities.

Following its share price weakness, investors have a chance to gain exposure to these structural trends through a proven operator.

Netwealth Group Ltd (ASX: NWL)

Another ASX share that deserves attention is Netwealth.

Netwealth operates a platform that helps financial advisers manage client investments. It might not sound exciting, but the business model is incredibly powerful.

As funds under administration grow, revenue tends to follow. And because the platform is scalable, a lot of that growth flows through to earnings.

The company has been winning market share steadily, supported by strong service and technology.

While its share price has been under pressure this year, the long-term growth story remains intact. That could make it worth considering this month.

Temple & Webster Group Ltd (ASX: TPW)

A third ASX share that could be worth a look is Temple & Webster.

This is a business that has had its ups and downs, particularly as consumer spending has fluctuated. But beneath that volatility is a company that continues to build a leading online furniture platform.

The shift to online retail is still playing out, and Temple & Webster is well positioned to benefit over time.

Another positive is how management has focused on improving profitability while continuing to grow its customer base. This paints a picture of a well-run business with the potential to create value for shareholders.

And when sentiment finally turns in the tech sector, this could be one of those names that rebounds strongly.

The post These ASX shares look too good to ignore after the recent pullback appeared first on The Motley Fool Australia.

It has suffered a huge decline in recent times, dropping by around 70% over the past six months, as the chart below shows.

I can see why some of the decline has occurred for the online furniture and homewares retailer – revenue growth has somewhat slowed, margins have decreased and it's pursuing growth in New Zealand.

There are three key reasons why I'd invest in the business – let's look at those.

Great tailwinds

One of the key reasons to like the business is because it is exposed to a strong, supportive tailwind.

Over time, the business is benefiting from ongoing online shopping adoption by households. All the business needs to do is maintain its market share of online shopping to see very pleasing growth for the foreseeable future.

Temple & Webster notes that online penetration for furniture and homewares in Australia and New Zealand trails global peers. In Australia, it's around 20%, compared to 29% in the UK and 35% in the US.

The ASX 300 stock suggested that Australia and New Zealand lag the UK and US by between five to seven years.

So, online penetration could rise from 20% in Australia right now to 30% over the next several years, which bodes well for Temple & Webster.

Temple & Webster also has a small but growing home improvement segment, where online penetration is only in the region of 5% to 10%.

Strong revenue growth

It's important to recognise that while the market has severely punished the ASX 300 stock, it continues to grow at a very good pace.

The most recent numbers were the trading update that was released with the FY26 half-year result.

Revenue for the period 1 January 2026 to 9 February 2026 was up 20% year-over-year, driven by both an acceleration of new customers and continued growth of repeat customers.

It also said its focus for the second half is to grow revenue and take market share as fast as it can, while delivering on its stated margin objectives with an operating profit (EBITDA) margin of between 3% to 5%.

The business is aiming for a medium-term goal of at least $1 billion in annual revenue, which will bring scale benefits on its own.

I think the company is on track to reach its $1 billion goal thanks to two growth initiatives.

Firstly, it recently launched in New Zealand, expanding the company's total addressable market by 10%, and it has enabled the majority of its catalogue for New Zealand customers.

Secondly, home improvement revenue is soaring – in HY26 it grew by 47% to $30 million, with private label penetration increasing to 25% (up from 18% in the first half of FY25). While it's only a small part of total revenue, that growth rate could help home improvement become an important slice of the pie in the coming years.

The ASX 300 stock could achieve compelling profit margins

In the short-term, the business is sacrificing some margin to continue to deliver growth.

But, in the longer-term, I think its profit margins will increase and the market is underestimating this.

Increasing in size alone will help some margins, particularly as fixed costs become a smaller percentage of revenue. In the long-term, fixed costs are expected by the business to be less than 6% of revenue (it was 10.6% in FY25).

Marketing costs are also expected to reduce to less than 11% of revenue in the long-term, down from 16.3% in FY25.

Ultimately, the business is aiming for an EBITDA margin of more than 15%, up from 3.1% in FY25.

According to the projection on CMC Invest, the business is projected to generate 22.8 cents of earnings per share (EPS) in FY28, which puts the Temple & Webster share price (at the time of writing) at 31x FY28's estimated earnings.

The post This could be the best ASX 300 stock buy today! appeared first on The Motley Fool Australia.

With markets still a little uncertain and many growth shares trading below previous highs, April could be a great time to start or add to positions. The key is focusing on companies with strong long-term stories that are still playing out.

Here are three ASX shares that could be worth considering right now.

Lovisa Holdings Ltd (ASX: LOV)

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

Lovisa has built a highly successful fast-fashion jewellery business with a global footprint. What makes it particularly compelling is its store rollout strategy.

The company continues to expand rapidly across Europe, Asia, Africa and North America, opening new stores and scaling its brand internationally. Each new location adds to revenue and helps build brand recognition.

At the same time, Lovisa operates with a relatively simple and scalable model. Its products are affordable, its inventory turns quickly, and its margins have historically been strong.

For investors looking to put $10,000 to work, Lovisa offers exposure to a proven retail concept with a long runway for growth.

Megaport Ltd (ASX: MP1)

Another ASX share that could be worth considering this month with the $10,000 is Megaport.

Megaport is evolving beyond its original networking focus and positioning itself as a broader infrastructure platform.

With its recent move into on-demand compute through the acquisition of Latitude, the company is bringing together networking and compute in a single offering. This places it closer to the centre of how modern cloud and artificial intelligence (AI) workloads are deployed, and could mean Megaport is entering a new phase of growth.

As a result, this could be a good option for investors that are willing to take a longer-term view.

Temple & Webster Group Ltd (ASX: TPW)

A final ASX share that could be a top pick for the $10,000 investment is Temple & Webster. It operates a rapidly growing online furniture and homewares platform.

While the business has experienced ups and downs, its long-term opportunity remains intact. The shift to online shopping continues, and the company has established itself as a leading player in a category which is still in the early days of moving online.

As operating leverage improves, even modest revenue growth can translate into stronger earnings.

For investors putting $10,000 to work in the share market, Temple & Webster shares offer a higher-risk, higher-reward opportunity.

The post Where to invest $10,000 in ASX shares in April appeared first on The Motley Fool Australia.

That does not mean every decline is a buying opportunity. Sometimes the market is reacting to real and lasting challenges.

But in other cases, I think sentiment can overshoot.

Here are three ASX shares that have been under pressure but could have the potential to rebound strongly over time.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster has seen its share price fall heavily over the past year, which reflects both a slowdown in consumer spending and changing expectations around growth.

The business operates in online furniture and homewares, which is naturally tied to housing activity and discretionary spending.

That creates some short-term uncertainty. But I think it is worth looking at the bigger picture.

The shift toward online retail is still playing out, and Temple & Webster remains one of the leading pure-play operators in that space in Australia.

If consumer conditions stabilise and housing-related activity improves, I think there is scope for the business to regain momentum.

Megaport Ltd (ASX: MP1)

Megaport is another name that has been through a significant reset.

Its share price has been volatile, reflecting both its growth profile and the challenges of scaling a global network business.

What I find interesting is the underlying role it plays. Megaport connects businesses to cloud infrastructure and data centres, which are becoming increasingly important as digital demand grows.

The company has also been expanding its offering, including moving into adjacent areas like compute and GPU services. That broadens its opportunity set.

If execution improves and growth continues, I think there is potential for sentiment to shift.

Lovisa Holdings Ltd (ASX: LOV)

Lovisa's share price has also pulled back, despite the business continuing to expand globally.

This is a fast-fashion jewellery retailer with a strong track record of store rollout and international growth.

What stands out to me is the scalability. The company continues to open new stores across multiple regions, and its model has proven to be repeatable in different markets.

Short-term pressures, such as cost inflation or softer consumer spending, can weigh on performance.

But over a longer period, I think the growth opportunity remains significant.

Foolish Takeaway

Beaten-down ASX shares can be risky, but they can also offer meaningful upside if the underlying business remains intact.

Temple & Webster, Megaport, and Lovisa have seen sentiment weaken while still operating in areas with long-term potential.

For me, that is often where the possibility of a strong rebound begins.

The post 3 beaten-down ASX shares that I think could rebound strongly appeared first on The Motley Fool Australia.

It is possible the ASX share market could decline further. The Strait of Hormuz remains shut to most vessels, inflation is bubbling and certain costs are going up. I'm not about to make any predictions of when things will start improving.

But, I'm also optimistic about the long-term and I'm seeing plenty of opportunities around for Aussies to take advantage of. So, how are we supposed to invest during these worrying times?

Dollar cost averaging

The idea behind dollar cost averaging (DCA) is that you don't put all your available investing dollars into the market at once.

Investors steadily put their money into buying (ASX) shares regularly. During a bear market, this means they are able to keep investing even as the market goes lower.

It's up to each individual investor to decide how much they invest and how regularly they do it. Someone who has been waiting for a period like this with a pile of cash may decide to invest an amount (such as around $1,000) each week (or even each day if the market is plunging).

Other investors may be utilising a DCA strategy for all of their investing month after month, year after year.

I regularly invest each month with money my household has saved, but, in addition, I also have a separate amount that I've been regularly putting bit by bit into the market as it falls.

That separate amount could be parked in an offset account or high interest savings account until it's needed. Not every single dollar of cash needs to be invested at all times for it to be useful for our finances (and portfolio).

Be brave

Part of a winning strategy during this period is staying calm and thinking about the long-term potential of one's portfolio.

Share prices don't fall for no reason, there's usually something that's affecting market confidence such as a pandemic, high inflation or jumping oil prices. These impacts don't last forever.

It's not easy to invest at times like this, but that's why share prices have fallen to such an attractive level.

ASX growth shares like Temple & Webster Group Ltd (ASX: TPW), Breville Group Ltd (ASX: BRG), Pro Medicus Ltd (ASX: PME), Tuas Ltd (ASX: TUA) and Pinnacle Investment Management Group Ltd (ASX: PNI) are just a few of the names that have great long-term prospects, in my view.

As Warren Buffett once said:

Be fearful when others are greedy and greedy when others are fearful.

The lower the ASX share market goes, the more I'm motivated to invest. Historically, the share market has recovered from negative times, even if it takes a while to do so.  

The post How to invest during an ASX share bear market when you're worried about prices falling more appeared first on The Motley Fool Australia.

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

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

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

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

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

Prices are falling, headlines are negative, and sentiment is weak. 

But in my opinion, this can sometimes be the best time to make a move.

A market creating opportunities beneath the surface

The broader share market has underperformed in recent months, but has not fallen dramatically.

The S&P/ASX 200 index (ASX: XJO) is down around 8.4% from its recent high, which is noticeable but not extreme.

But that does not tell the full story.

Beneath the surface, a number of ASX shares have been sold off heavily. In many cases, far more than the overall market.

And when I see that kind of divergence, I start paying attention.

Why buying cheap ASX shares can matter

Buying ASX shares after they have fallen significantly can provide something that I think is incredibly valuable.

A margin of safety.

If expectations are already low and sentiment is weak, it does not take much for things to improve. And when they do, share prices can move quickly.

That is where the potential for outsized returns comes from.

Of course, not every fallen share is a good opportunity. Some deserve to be down.

But when high-quality businesses are caught up in broader sell-offs, I think that is where things get interesting.

Where I am seeing value today

There are quite a few ASX shares that have pulled back sharply over the past year.

Online retailer Temple & Webster Group Ltd (ASX: TPW) is down around 58%. Healthcare giant CSL Ltd (ASX: CSL) has fallen roughly 42%.

Radiopharmaceutical company Telix Pharmaceuticals Ltd (ASX: TLX) is down about 50%, while footwear retailer Accent Group Ltd (ASX: AX1) has dropped close to 60%.

Even high-quality industrial names like James Hardie Industries Plc (ASX: JHX) and Cochlear Ltd (ASX: COH) are down around 35% and 37%, respectively.

These are not small moves.

And while each company has its own reasons for falling, I think it is important to recognise the broader context as well.

What is driving the sell-off?

There are a few key factors at play.

The conflict in the Middle East has pushed oil prices above US$100 per barrel, which is raising concerns about inflation and the potential for higher interest rates.

At the same time, artificial intelligence (AI) disruption concerns have been weighing on parts of the market, particularly software and growth stocks.

Put that together and you get a market that is more cautious, more selective, and in some cases, more pessimistic.

But I do not think that necessarily reflects the long-term outlook for many of these businesses.

Lessons from the past

One thing I often think about is how investors behaved during the COVID crash in 2020.

At the time, fear was widespread and uncertainty was high. But for those who were willing to step in and buy quality ASX shares at depressed prices, the returns that followed were significant.

I am not suggesting this is the same situation. But I do think the principle still applies.

Periods of weakness can create opportunities for long-term investors who are willing to look beyond the short-term noise.

The importance of a long-term mindset

If I am buying ASX shares that have fallen sharply, I am not doing it for a quick rebound.

I am doing it with a long-term mindset.

Some of these companies may take time to recover. There could be more volatility ahead. And not all of them will bounce back in a straight line.

But if the underlying businesses remain sound and continue to execute, I think the next decade could look very different from the past 12 months.

Foolish takeaway

Buying dirt-cheap ASX shares is not about chasing falling prices.

For me, it is about identifying quality businesses that have been caught up in broader sell-offs and buying them at more attractive levels.

With many ASX shares down significantly and the market off its highs, I believe there are opportunities available for patient investors.

The post Why I'd buy dirt-cheap ASX shares now and aim to hold them for a decade appeared first on The Motley Fool Australia.

Growth shares have been hit particularly hard, as concerns around artificial intelligence (AI) disruption, rising interest rates, and global uncertainty have driven a sharp selloff.

Here are three ASX shares that are being unfairly punished by the market and analysts think could rebound strongly.

Megaport Ltd (ASX: MP1)

The first ASX share that has seen a steep decline is Megaport.

The network-as-a-service provider has been caught up in the broader tech selloff, with its shares down over 40% this year. However, the company continues to operate in a market supported by long-term demand for cloud connectivity and data infrastructure.

Megaport's platform allows businesses to connect to cloud providers quickly and flexibly, which is becoming increasingly important as digital transformation accelerates. It has also expanded its addressable market and offering with the recent acquisition of Latitude.sh.

While growth stocks have been de-rated due to higher interest rates, the underlying need for scalable and efficient network solutions remains strong. If the company continues to execute, the current weakness could prove to be an overreaction.

Morgans remains very positive and has a buy rating and $16.00 price target on its shares. This implies potential upside of almost 120% for investors from current levels.

Temple & Webster Group Ltd (ASX: TPW)

Another ASX share that appears to have been hit too hard is Temple & Webster.

Its shares have fallen significantly from their highs, but the company continues to report strong revenue growth and increasing market share in the online furniture and homewares space.

The business is benefiting from a capital-light model, strong brand recognition, and a growing base of repeat customers. It is also expanding into new areas such as home improvement and commercial sales.

Despite these positives, concerns around consumer spending and AI disrupting ecommerce have weighed on its valuation.

Macquarie thinks this is a buying opportunity. It recently put an outperform rating and $13.70 price target on its shares. This is double its current share price.

WiseTech Global Ltd (ASX: WTC)

A final ASX share that could be worth a closer look is WiseTech Global.

The logistics software company has also been caught in the selloff, with its shares down sharply despite continuing to expand its global footprint. This has been driven by a combination of AI disruption concerns, business model changes, and CEO controversies.

But WiseTech's CargoWise platform is deeply embedded in global supply chains, offering mission-critical software that helps logistics providers manage complex operations. This creates high switching costs and supports recurring revenue, which are attractive qualities for long-term investors.

Morgans has a buy rating and $83.60 price target on its shares. This is also more than double its current share price.

The post 3 ASX shares being unfairly punished by the market selloff and could rise 100% appeared first on The Motley Fool Australia.

A number of high-quality ASX shares have pulled back sharply from their highs, despite continuing to execute on their long-term strategies.

For investors willing to look through short-term volatility, this could be a chance to buy into strong businesses at more attractive prices.

Here are two ASX shares that could be worth considering in 2026 according to analysts.

NextDC Ltd (ASX: NXT)

The first ASX share that could be a standout option is NextDC.

The data centre operator continues to benefit from powerful structural tailwinds, including cloud adoption and artificial intelligence demand. Its latest results highlighted further strong growth, with revenue up 13% and underlying EBITDA rising 9% for the half.

More importantly, the company's contracted utilisation surged and it now has a record forward order book, which is expected to drive a material uplift in revenue and earnings over the coming years.

Despite this, NextDC shares are down around 30% from their highs to $12.54, reflecting broader pressure on growth stocks rather than a deterioration in fundamentals.

The team at Morgans sees significant upside and has put a buy rating on its shares with a $20.50 price target. This implies potential upside of over 60% for investors over the next 12 months.

Temple & Webster Group Ltd (ASX: TPW)

Another ASX share that analysts think investors should consider is Temple & Webster.

The online furniture and homewares retailer has come under significant pressure in recent months, with its shares down approximately 75% from their highs to $6.73. However, its underlying performance suggests the business is still moving in the right direction.

Last month, the company reported revenue growth of nearly 20% for the first half and continues to gain market share. The latter reached record levels of 2.9% and shows little sign of slowing.

It is also seeing strong traction in key growth areas, including home improvement and commercial sales, while its expansion into New Zealand is already generating early revenue.

Importantly, Temple & Webster operates a capital-light model with no inventory risk and has a strong cash position, giving it flexibility to continue investing in growth.

Macquarie is positive on its outlook and has put an outperform rating on its shares with a $13.70 price target. Based on its current share price, this suggests that its shares could double in value over the next 12 months.

The post $3k to invest? 2 ASX shares to consider buying in 2026 appeared first on The Motley Fool Australia.

Temple & Webster Group (ASX: TPW) has plunged around 60% over the past 12 months. That's a brutal decline — especially when the S&P/ASX 300 Index (ASX: XKO) has gained more than 7% over the same period.

So, what's gone wrong? And could this beaten-down stock really double from here?

Why the share price has fallen

Several headwinds have hit Temple & Webster.

Macro concerns are front and centre. Rising geopolitical tensions in the Middle East and growing anxiety around AI disruption have weighed on growth stocks broadly.

Then there are cost pressures. Surging shipping costs have raised fears margins could take a hit in the second half of FY26.

Add to that earlier issues — slowing growth, heavy discounting, and increased marketing spend — and it's easy to see why recent earnings disappointed.

Investors have reacted accordingly.

But here's the twist: the long-term story may still be intact.

A scalable growth machine

Temple & Webster is Australia's largest pure-play online furniture and homewares retailer.

Its business model is a key strength. It operates a marketplace platform, connecting suppliers directly with customers. That means it can scale its product range without holding large amounts of inventory.

Less inventory. Lower risk. Greater flexibility.

The company is chasing a big opportunity. The furniture and homewares market remains highly fragmented, and Temple & Webster is targeting more than $1 billion in annual revenue by FY28.

Growth is still strong.

In the first half of FY26, the company delivered nearly 20% sales growth. That's impressive in the current environment.

And the structural tailwind is clear. Online shopping continues to gain share. E-commerce makes up about 20% of Australia's homewares market today. In markets like the UK and US, penetration is closer to — or above — 30%.

There's room to run for the ASX retail stock.

Margins could surge

Profitability is the next piece of the puzzle.

In FY25, Temple & Webster reported an EBITDA margin of 3.1%. That's modest — but it's expected to improve.

Management is guiding for a 3% to 5% margin in FY26. Longer term, it's targeting at least 15%.

That's a huge jump.

If the ASX retail stock can combine higher margins with rising revenue, earnings could scale rapidly. And that's exactly what growth investors want to see.

What do analysts think?

Despite recent setbacks, brokers remain optimistic on the ASX retail stock.

Bell Potter has a buy rating on Temple & Webster, with a $13 price target. That implies around 90% upside over the next 12 months.

More broadly, sentiment is strong. TradingView data shows 10 out of 14 analysts rate the stock a buy or strong buy.

And the most bullish forecast? A price target of $24.00 — suggesting a massive 257% upside.

Foolish takeaway

Temple & Webster has been hit hard. No doubt about it.

But the combination of strong revenue growth, a scalable model, and long-term margin expansion keeps the investment case alive.

If execution improves and macro pressures ease, this dirt-cheap ASX retail stock could be primed for a powerful rebound.

The post This dirt cheap ASX retail stock is tipped to double in value appeared first on The Motley Fool Australia.

It's understandable why there has been some volatility. AI worries and the Middle East conflict have impacted a wide range of ASX growth shares, including Temple & Webster.

The business sells hundreds of thousands of products across homewares, furniture and home improvement. It has already built an impressive market share across Australia.

Strong revenue growth rate

One of the key appealing aspects of the oversold ASX stock is how quickly revenue is growing. The speed of a company's growth is a key aspect that drives the underlying value because of how that flows to profit growth and scale benefits.

The FY26 half-year result included very impressive revenue growth numbers. In the first six months of the 2026 financial year, revenue increased by 20% to $376 million. On top of that, in the first several weeks of the second half of FY26, revenue grew by another 20%.

Part of the reason why the company is delivering impressive growth is the ongoing adoption of online shopping. E-commerce now makes up around 20% of the homewares and furniture sector in Australia, but the trends are positive for further growth based on other similar countries – online penetration has reached around 30% in the UK and even more in the US.

There are currently two other areas of the business I'm bullish about. Firstly, it recently started shipping items to New Zealand, which opens up a sizeable additional market to sell to.

Secondly, its home improvement segment is growing even faster than the main business. It's a significant growth avenue if it continues to execute well. HY26 home improvement revenue soared 47% to $30 million. If that growth trend continues, it will become an important contributor.  

Capital-light model

One of the best parts of the Temple & Webster business model is that a significant majority of products sold through its website/portal are shipped directly by suppliers to customers.

This makes Temple & Webster capital-light because it doesn't need its own warehouses (and everything else) for those sales.

Under this set up, the company can produce a lot of cash flow and build a large cash balance.

In the FY26 half-year result, the business reported cash flow of $31.3 million and ended HY26 with a cash balance of $160.6 million. The large cash balance can help fund the ongoing share buyback (which boosts the value of each remaining Temple & Webster share)

Big growth goals for the ASX oversold stock

One of the final reasons why I think this business is an oversold ASX stock is because of the level of growth it's targeting.

In the next few years, the business is aiming to reach $1 billion of annual sales. It may not get there quite as fast as it was hoping, but it's still rapidly growing towards that target at a double-digit pace.

Additionally, the company is expecting to become much more profitable in the long-term.

In FY25, the business achieved an operating profit (EBITDA) margin of 3.1%. It's expecting an EBITDA margin of between 3% to 5% in FY26 and then to reach at least 15% in the long-term.

That suggests a significantly higher profit margin and it could be generating a lot more revenue by the time it reaches that revenue target.

According to the forecast on CMC Invest, the Temple & Webster share price is now valued at just 28x FY28's estimated earnings.

The post This oversold ASX stock is so cheap it's crazy appeared first on The Motley Fool Australia.

After initially plunging almost 2% this morning, the ASX 200 pared back those losses and ended up closing 0.74% lower today. That loss leaves the index at 8,365.9 points.

This coldwater start to the trading week for Australian investors comes after a tough end to the American trading week on Saturday morning (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) was hit hard, falling by a horrid 0.96%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was hit even harder, dropping 2.01%.

But let's get back to this week and the local markets now with a look at how the various ASX sectors handled today's trading conditions.

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

The market is understandably nervous about events in the Middle East and what might happen this week. As unsettling as that is, investors can still make investment decisions with their portfolios.

If I were going to invest $10,000 today – and I am planning to put money to work today (into ASX dividend shares for passive income) – the ASX growth shares I'd buy today would be the following.

Tuas Ltd (ASX: TUA)

I regularly like to say that we should only invest in ASX shares that we'd be happy to invest more in if they declined in price. Both of my ASX growth share ideas are ones I've already put real money into, and I'd definitely buy more of.

Tuas is a rapidly growing Singaporean telecommunications company that is seeing pleasing expansion of its financials.

In FY25, the business reported revenue growth of 29% to $151.3 million, and operating profit (EBITDA) grew by 38% to $68.4 million. This shows both the strength of its growth in Singapore and the operating leverage the business is delivering, leading to rising profit margins.

In the AGM update, the company reported that its active mobile subscribers increased 20% year over year to 1.34 million, while active broadband services increased 41% quarter over quarter to 36,200.

With ongoing market share wins, a great value offering for customers, improving profit margins, an upcoming profit-boosting acquisition (M1), and the potential to expand internationally, I think this ASX growth share is one to watch.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster is a leading online retailer of furniture and homewares, selling hundreds of thousands of items.

The company has suffered a dramatic sell-off this year, despite achieving the most revenue and the biggest market share in its history.

I like that the ASX growth share is prioritising growth over short-term profitability because scale advantages will come with their own benefits in the coming years, including lower fixed costs as a percentage of revenue, better terms with suppliers, and a bigger marketing budget.

The business is benefiting from structural growth as more people shop online. The market share of homewares and furniture that's transacted online has reached 20%. The UK has reached around 30%, suggesting further potential growth ahead for Australian online retail.

I'm also excited about the home improvement product segment of the business. It's just a small part of the overall company at this stage, but it grew revenue by 47% in the first half of FY26 to $30 million (with private label penetration reaching 25%). This could become increasingly important in the coming years if it continues growing much faster than the rest of the business.

I think this ASX growth share has a lot of potential, and it's significantly undervalued on a long-term basis.

The post Where I'd invest $10,000 into ASX growth shares on this painful day for the stock market appeared first on The Motley Fool Australia.

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

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

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

Gentrack Group Ltd (ASX: GTK)

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

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

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

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

SiteMinder Ltd (ASX: SDR)

SiteMinder sits at the heart of travel and technology.

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

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

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

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

Cochlear Ltd (ASX: COH)

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

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

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

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

Temple & Webster Group Ltd (ASX: TPW)

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

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

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

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

Aristocrat Leisure Ltd (ASX: ALL)

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

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

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

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

Foolish takeaway

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

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

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

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

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

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

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

Where I'm seeing exciting ASX share opportunities

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

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

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

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

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

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

I don't know how long energy prices will stay elevated, but I don't think it will be forever.

Lower share prices give brave investors the chance to buy businesses at a lower valuation that would have been unthinkable last year. It's possible shares could go even lower, but after all the pain, I think the following ASX shares are great contenders to buy for a possible future recovery.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster is one of Australia's leading retailers, in my view. It sells hundreds of thousands of homewares, furniture, and home improvement products.

As the chart below shows, the company has fallen 54% since the start of the year and 27% in the past month.

It's normal for retailers to face elevated volatility because of worries about what could happen to consumer spending. Higher energy prices and the flow-on to overall inflation could be a negative.

But in the long term, I think this valuation below $7 will be a great time to buy.

It's still growing strongly. The FY26 half-year financials showed how revenue rose by 19.8% to $375.9 million, while revenue in the second half of FY26 (to 9 February 2026) showed 20% revenue growth year over year.

The company is gaining market share, and this should have long-term benefits thanks to operating leverage, but it's sacrificing profitability in the short term to do so.

Technology is helping the ASX share reduce costs, and growing scale is helping it reduce fixed costs as a percentage of revenue. Temple & Webster is forecasting its FY26 operating profit (EBITDA) margin to be between 3% to 5% in FY26, with expectations that the EBTIDA margin could climb to at least 15% in the long term.

I'm bullish about its growth as more people adopt online shopping for homewares and furniture. The online penetration of this category is currently around 20% in Australia – it has reached 29% in the UK and 35% in the US.

Home improvement is also an exciting segment because it could undergo significant online adoption. The ASX share's home improvement revenue grew 47% in HY26 to $30 million.

In three years, I think this company will be much bigger and more profitable.

REA Group Ltd (ASX: REA)

REA Group has been one of the ASX's best growth shares of the past 20 years, but the share price hasn't been the strong performer it used to be. As the chart below shows, it's down 31% in the past six months and 14% in 2026 to date.

It's the owner of realestate.com.au, Australia's leading portal for finding residential property. The business also has a number of other property businesses/investments such as realcommercial.com.au, flatmates.com.au, PropTrack, Mortgage Choice, REA India, and Move Inc (a US business).

Higher interest rates may be a headwind for property prices, but they could be a tailwind for REA Group earnings if they lead to a higher level of property listings and more revenue for the ASX tech share.

I believe the ASX share's strong market position – it receives significantly more property buyer and seller attention than the competition – will allow it to continue delivering underlying earnings growth in the next few years, making the current valuation look cheap.

At the time of writing, the REA Group share price is valued at under 30x FY27's estimated earnings, according to CommSec.

The post 2 top ASX shares I'd buy right now in this March madness appeared first on The Motley Fool Australia.

But even when markets look murky, ASX investors hunting for a bargain can still find undervalued stocks hiding in plain sight.

An undervalued ASX stock is one that is trading below fair value. This could be due to investors overselling, taking gains off the table after strong price surges, or another short-term fundamental factor causing a temporary sharp pullback.

It's worth remembering that just because an ASX stock is cheap doesn't mean it is a bargain or undervalued. Some cheaper stocks have lower valuations for valid reasons, whether it's slowing growth or intensifying competition.

Here are three ASX stocks that I think could fit the bill.

Zip Co Ltd (ASX: ZIP)

Zip shares have faced significant headwinds over the past six months. These include pressure from short sellers in late 2025 and from investors taking their gains after a huge mid-year price rally in 2025. The ASX company posted a strong half-year FY26 result, but seemingly missed high expectations. The company's outlook is strong, though, with solid consecutive financial results over the past few quarters and strong growth plans in place. The consensus is that the shares are now oversold and undervalued. Analysts are tipping a maximum upside of 238% to $5.27 over the next 12 months.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster shares have crashed 77% since peaking at an all-time high in August last year amid concerns about slowing growth and margin pressure. Recent concerns about the latest Middle East conflict and its impact on shipping costs have pushed the share price to a multi-year low. But the benefit of the company's business model is that it is a pure-play online retailer with a long-term strategy. It's focused on capturing market share in a fragmented industry. Despite trailing sentiment, its revenue momentum has remained strong. The business even reported sales growth of close to 20% in the first half of FY26. Analysts are tipping the ASX stock to climb up to 260% to $24 over the next 12 months.

Catalyst Metals Limited (ASX: CYL)

The Western Australian gold producer announced a significant new high-grade discovery at its Plutonic Gold Belt in January. The ASX gold stock also delivered impressive first-half FY26 financial results last month. This represents a long period of operational consistency and organic growth. The miner has a good growth strategy going forward, too, including expectations of production increase towards the latter half of FY26. Analysts tip a maximum target price of $20.40, which implies a potential 206.31% upside at the time of writing.

The post 3 undervalued ASX stocks to consider buying immediately appeared first on The Motley Fool Australia.

The Reserve Bank of Australia said the board decided to raise rates due to a recent inflation uptick and higher oil prices resulting from the war.

This was the second rate rise of 2026 so far, with the cash rate now 4.1%. The RBA also lifted rates by 0.25% last month.

In a statement, the board said:

While inflation has fallen substantially since its peak in 2022, it picked up materially in the second half of 2025. Information since the February meeting suggests that some of the increase in inflation reflects greater capacity pressures.

In addition, the conflict in the Middle East has resulted in sharply higher fuel prices, which, if sustained, will add to inflation. Short-term measures of inflation expectations have already risen.

As a result, the Board judged that there is a material risk that inflation will remain above target for longer than previously anticipated.

The RBA's inflation target band is 2% to 3%, and the board is aiming to reach 2.5% over time.

While the ASX All Ords index gained value yesterday, several shares tumbled to 52-week lows.

Do they present a buying opportunity? Let's find out.

ASX All Ords shares trading at 52-week lows

Megaport Ltd (ASX: MP1)

The Megaport share price fell to a 52-week low of $7.26 on Tuesday.

The ASX All Ords tech share is down 26% over 12 months.

This month, Canaccord Genuity retained its buy rating with a 12-month price target of $14.30.

Citi also kept its buy rating on the ASX All Ords tech share; however, it reduced its target from $15.75 to $14.65.

This implies a more than 100% potential upside from yesterday's low.

Pinnacle Investment Management Group Ltd (ASX: PNI)

The Pinnacle Investment Management Group share price fell to a 52-week low of $13.15 yesterday.

Morgans sees the valuation tumble for this investment management company as a buying opportunity.

The broker upgraded the ASX All Ords financial share from accumulate to buy last month after reviewing the company's 1H FY26 results.

Morgans said:

PNI's 1H26 NPAT (~A$67m, -11% on the pcp) came in -4% below consensus, but it was more in line excluding one-offs (e.g. mark-to-market investment impacts).

Overall, we saw the 1H26 result as compositionally stronger than the headline numbers suggested, and positively accompanied with a move-the-dial acquisition.

The broker reduced its 12-month share price target from $26.30 to $23.21.

This suggests a potential 77% upside from the stock's 52-week low on Tuesday.

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price fell to a 52-week low of $6.41 yesterday.

The ASX All Ords retail share is down 61% over 12 months.

Last week, Macquarie reiterated its buy rating on Temple & Webster shares with a price target of $13.70.

This implies a potential capital gain of 110% over the next 12 months.

Bell Potter also has a buy rating with a $13 price target on the ASX All Ords retail share.

The post Are these 3 ASX shares at 52-week lows going cheap? appeared first on The Motley Fool Australia.

For long-term investors, market pullbacks can sometimes create attractive entry points into companies with strong competitive positions and large growth opportunities.

For that reason, these 2 ASX growth shares could be worth a closer look today.

Temple & Webster: Largest pure-play online retailer

The ASX growth share plummeted almost 8% to $6.83 on Thursday. This appears to be driven by concerns about how the war in the Middle East could affect the online furniture and homewares retailer.

Surging shipping costs have raised fears that profitability could come under pressure in the second half of FY 2026.

The latest fears add to earlier concerns about slowing growth and margin pressure. Heavy discounting and marketing spending have squeezed profitability, leading to earnings that missed analyst expectations in recent results.

However, the fact remains that Temple & Webster is Australia's largest pure-play online retailer focused on furniture and homewares. The ASX growth share operates a marketplace model that connects suppliers with customers. This allows the business to scale its product range without the heavy inventory costs faced by traditional retailers.

The company's long-term strategy is centred on capturing market share in a fragmented industry. Management is targeting more than $1 billion in annual revenue by FY 2028.

Revenue momentum has remained strong, with the business reporting nearly 20% sales growth in the first half of FY26.

Despite concerns, many brokers remain optimistic about the long-term opportunity of the ASX growth share. Bell Potter is bullish, with a buy rating and a $13 price target. That implies potential upside of around 90% over the next 12 months.

Xero: US acquisition to accelerate growth

Xero is one of the world's leading cloud accounting platforms for small businesses.

The $14 billion ASX growth share provides accounting, payroll, and financial management software through a subscription model that generates highly predictable recurring revenue. Today, Xero has more than 4 million subscribers globally, with strong positions in Australia, New Zealand, and the United Kingdom.

One of the biggest strengths of the business is its powerful ecosystem. By connecting accountants, small businesses, and financial service providers, the platform becomes more valuable as more users join.

Looking ahead, management is focused on expanding in the US, the world's largest market for small-business accounting software. Its US$2.5 billion acquisition of payments platform Melio is designed to accelerate that strategy and strengthen its payments ecosystem.

That said, risks remain. International expansion can be expensive, and integrating acquisitions like Melio carries execution risk.

Analysts remain broadly positive on the ASX growth share. Analysts expect Xero's earnings to grow at around 21% per year over the next few years, reflecting the long runway ahead for cloud accounting adoption globally.

The ASX growth share currently carries a buy consensus rating, with an average price target implying roughly 94% upside from current levels.

UBS is very bullish. It currently has a buy rating and $174 price target on Xero's shares, which implies potential upside of over 120%.

Foolish Takeaway

Temple & Webster and Xero have both experienced sharp share price pullbacks, but their long-term growth stories remain largely intact.

For investors willing to tolerate some volatility, these two beaten-down ASX growth shares could potentially reward patient shareholders over the years ahead.

The post 2 ASX growth shares tipped to double in value appeared first on The Motley Fool Australia.