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.

All three of the outperforming stocks on my list for the week have strong technology links. And all three are up more than 20% for the week.

Which fast-rising ASX 200 shares am I talking about?

Read on!

WiseTech Global Ltd (ASX: WTC) shares join tech rally

WiseTech Global shares are setting the bar high this week.

Shares in the logistics software solutions company closed last Friday trading for $37.63. At the time of writing, shares are swapping hands for $46.50.

That sees this ASX 200 stock up 23.6% in this week's slumping market.

There's no price-sensitive news out from WiseTech this week. But ASX tech stocks have broadly outperformed this week, as witnessed by the 9.8% weekly gain in the S&P/ASX All Technology Index (ASX: XTX).

This broader outperformance comes amid hopes of successful negotiations in the Iran war. An end to the conflict would ease global inflationary pressures and the resultant pressures for central banks to boost interest rates. And tech stocks like WiseTech have proven to be sensitive to rate increases.

Moving on…

ASX 200 stock Megaport Ltd (ASX: MP1) rebounds from lows

The second ASX share screaming higher in this week's sinking market is Megaport.

Shares in the network-as-a-service solutions provider closed last week trading for $6.71 and are currently changing hands for $8.53 each. That sees this ASX 200 stock up 27.1% for the week.

There's also no fresh price-sensitive news out from Megaport this week. Like WiseTech, the stock looks to be benefiting from broader improved investor sentiment in the tech sector. And with Megaport shares trading at a multi-year closing low last Friday, investors look to have been bargain hunting.

Zip Co Ltd (ASX: ZIP) shares rocket on Q3 results

The fastest rising stock on my list for the week is Zip.

Shares in the buy now, pay later (BNPL) company closed last Friday trading for $1.85. At the time of writing, shares are trading for $2.37 each, putting this ASX 200 stock up a whopping 28.1% over the week.

A lot of those gains are being delivered today.

Zip shares are up 15.4% in afternoon trade following the release of the company's third-quarter (Q3 FY 2026) results.

Investors are piling into Zip shares today, with the BNPL stock reporting a 22.4% year-on-year increase in total transaction volume (TTV), which reached $4 billion.

And Zip achieved all-time high quarterly earnings, with earnings before tax, depreciation and amortisation (EBTDA) of $65.1 million, up 41.5% from Q3 FY 2026.

Zip also upgraded its full-year FY 2026 cash EBTDA guidance to no less than $260 million.

The post 3 ASX 200 stocks leaping higher in this week's slumping market appeared first on The Motley Fool Australia.

Today's uptick means WiseTech shares are now 21% higher over the past five days alone. There is a long way to go before the share price recovers the losses shed over the past eight months but it's a positive step in the right direction.

The shares are now down 36% for the year-to-date and 48% lower than this time last year.

What has pushed WiseTech shares so low this year?

The past eight months have been a bloodbath for WiseTech shares. The company has faced significant headwinds which has sent its share price continually crashing. 

WiseTech was caught up in a tech-sector wide sell-off earlier this year after investors became panicked that AI could disrupt traditional software models. Many were worried that AI tools might replace or reduce demand for subscription-based software. 

There was also concern that tech shares were overvalued and overpriced. 

Concerns about escalating conflict in the Middle East also spooked investors who were worried about the wider implications for sharemarkets. In March, the ASX saw investors turn their back on high-growth technology stocks like WiseTech and rotate towards more stable assets instead.

And why is WiseTech flying higher today?

There hasn't been any price-sensitive news out of WiseTech recently to explain today's price hike, so it's most likely sentiment driven.

ASX tech sector shares are climbing higher today with the S&P/ASX 200 Information Technology Index (ASX: XIJ) up 7% for the day at the time of writing, and trading at a one-month high. For context, the S&P/ASX 200 Index (ASX: XJO) is down 0.4%.

It looks like investors are regaining confidence in the ASX tech shares off the back of a retreat in macro fears. Investors perhaps think the worst from the US-Iran war, and inflation fears, is now mostly priced in.

After a strong rebound, investors may now consider the stock as trading at good value.

What's next? Are the shares a buy, sell or hold?

It looks like this could be the beginning of a large rally for WiseTech shares.

According to TradingView data, analysts are incredibly bullish about the outlook for WiseTech shares over the next 12 months.

Most have a buy or strong buy rating on the stock (14 out of 16). They tip a potential upside of up to 178% to $123.10, at the time of writing.

The post WiseTech shares rocket 11% higher today: Buy, sell or hold? 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.

However, you can't just put it in any old share. The key is focusing on businesses with scalable models, strong tailwinds, and the ability to keep growing earnings over time.

While there will always be volatility along the way, the right companies can reward patient investors.

Here are three ASX growth shares that analysts think could be worth considering.

Pro Medicus Ltd (ASX: PME)

The first ASX growth share that could be a standout pick is Pro Medicus.

It operates in medical imaging software and has built a reputation as one of the highest-quality growth companies on the ASX.

What makes it particularly compelling is its business model. The company wins large, long-term contracts with hospitals and healthcare providers, creating recurring revenue and strong visibility over future earnings.

It also operates with very high margins, which means a large portion of its revenue flows through to profit.

The team at Bell Potter thinks recent share price weakness has created a buying opportunity. Earlier this week, it put a buy rating and $226.00 price target on its shares.

Life360 Inc (ASX: 360)

Another ASX growth share that could be worth considering is Life360.

Life360 has built a global platform focused on family safety and location sharing, with almost 100 million active users.

The company is increasingly monetising its platform through subscriptions, partnerships, advertising, and new services. This is underpinning significant recurring revenue.

And with management confident that 2026 will see further strong user growth, Life360 looks likely to deliver another year of stellar revenue and profit growth.

Bell Potter is also bullish on this one and recently put a buy rating and $35.50 price target on its shares.

WiseTech Global Ltd (ASX: WTC)

A third ASX growth share that could be worth considering is WiseTech Global.

It provides software solutions for the global logistics industry, with its CargoWise platform deeply embedded in customer operations.

This creates strong switching costs and recurring revenue, both of which are attractive traits in a growth company.

The company continues to expand its product offering and global reach, positioning itself at the centre of increasingly complex supply chains.

With global trade becoming more digitised, WiseTech has a long runway for growth.

Last week, the team at Morgan Stanley put an overweight rating and $70.00 price target on its shares.

The post 3 ASX growth shares to buy with $10,000 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.

While markets will inevitably have ups and downs, high-quality growth companies can often look through that noise.

Here are five ASX growth shares that could be worth buying and holding for the next five years.

Breville Group Ltd (ASX: BRG)

The first ASX growth share that could be a strong long-term pick is Breville.

Breville has built a premium global brand in kitchen appliances, with a focus on innovation and design. What makes the company particularly compelling is its international expansion.

A large portion of its revenue now comes from overseas markets, giving Breville exposure to a much larger opportunity than the domestic market alone. Combined with its leadership position in the thriving coffee market, this leaves it well-placed for sustainable growth.

Life360 Inc (ASX: 360)

Another ASX growth share to consider is location technology company Life360.

Life360 is transitioning from just a user growth story into a user growth and monetisation story. Its platform has almost 100 million users globally, but the focus is now on converting that scale into sustainable earnings.

Subscription growth, partnerships, and new features are helping drive revenue higher, while improving operating leverage is supporting profitability.

If the company continues executing well, it could evolve into a highly scalable global platform business.

Pro Medicus Ltd (ASX: PME)

A third ASX growth share that stands out is Pro Medicus.

Pro Medicus provides medical imaging software and has built a reputation for winning large, long-term contracts with leading hospitals.

What sets it apart is its high-margin business model and strong competitive positioning. Once its technology is in place, switching costs are high, leading to recurring revenue and strong retention.

ResMed Inc (ASX: RMD)

A fourth ASX growth share that could be worth considering is ResMed.

ResMed operates in the sleep apnoea and respiratory care market, combining medical devices with digital health platforms.

Its business benefits from recurring revenue, as patients continue to purchase masks, software, and accessories over time. There are also strong structural tailwinds, including ageing populations and increasing awareness of sleep health.

With ongoing innovation and a growing global footprint, ResMed appears well placed to deliver sustainable growth long into the future.

WiseTech Global Ltd (ASX: WTC)

A final ASX growth share that could be worth considering is WiseTech Global.

WiseTech is building the software backbone for global logistics through its CargoWise platform. Its solutions are deeply embedded in customer operations, creating strong switching costs and recurring revenue.

The company continues to expand its capabilities and increase its reach across global supply chains.

As trade becomes more complex and digitised, WiseTech's platform could become even more critical, supporting long-term growth.

The post 5 ASX growth shares to buy and hold for 5 years appeared first on The Motley Fool Australia.

If I were starting with $10,000 today, I would focus on building a simple, well-rounded portfolio that I could hold with confidence and continue adding to over time.

Here is how I would approach it.

Start with a strong foundation

The first step for me would be building a core with broad market exchange-traded funds (ETFs).

I would start with the Vanguard Australian Shares Index ETF (ASX: VAS), which provides exposure to a large portion of the local market and includes many of the ASX's biggest and most established companies. It also offers a steady stream of dividend income, which I think is valuable for a beginner.

Alongside that, I would add the iShares S&P 500 AUD ETF (ASX: IVV). This ETF gives exposure to the largest companies in the United States and allows me to participate in global growth trends, particularly in areas like technology and healthcare.

Together, these two ETFs would give me a solid base across both Australian and international markets.

Add quality ASX blue chip shares

Once the foundation is in place, I would look to add a few high-quality ASX shares that I would feel comfortable holding through different market conditions.

One of those would be Commonwealth Bank of Australia (ASX: CBA). It is not always cheap, but I think its strong market position and consistent profitability make it a reliable long-term holding.

I would also include Wesfarmers Ltd (ASX: WES). It is a diversified business with exposure to retail and industrial segments, and it has a track record of making disciplined decisions that support long-term growth.

To balance things further, I would add CSL Ltd (ASX: CSL). It provides exposure to global healthcare and long-term growth trends, which helps ensure the portfolio is not overly reliant on the Australian economy.

Include a growth tilt

With the core and blue chips in place, I would still want some exposure to higher-growth opportunities.

For that, I would include Xero Ltd (ASX: XRO). It operates in cloud-based accounting software and continues to expand internationally, which I think gives it a long runway for growth.

I would also add WiseTech Global Ltd (ASX: WTC), which develops logistics software used across global supply chains. Its platform is deeply embedded in customer operations, which can support recurring revenue and long-term growth.

How I would think about the allocation

If I were dividing up the $10,000, I would keep things relatively simple and focus on balance rather than exact percentages.

I would want a meaningful portion in ETFs to provide diversification and reduce risk, while also allocating a solid amount to high-quality ASX shares that can deliver stability and income over time.

At the same time, I would still include a smaller allocation to growth companies, which may be more volatile but could help drive returns over the long term.

Foolish takeaway

If I had $10,000 to invest as a beginner, I would focus on building a portfolio that is diversified, easy to understand, and capable of growing over time.

By combining ETFs like the VAS and IVV ETFs with quality ASX shares such as CBA, Wesfarmers, and CSL, and adding growth names like Xero and WiseTech, I think it is possible to create a strong starting point.

From there, the most important step is continuing to invest consistently and giving those investments time to grow.

The post How I would build the ultimate beginner portfolio with $10,000 appeared first on The Motley Fool Australia.

A big part of that has been the market's growing focus on artificial intelligence (AI). Investors are trying to work out which businesses will benefit, which may be disrupted, and how quickly those changes could play out.

That uncertainty has weighed heavily on sentiment.

In many cases, it has led to sharp valuation resets, with several software-focused companies now down more than 50% from their 52-week highs.

Here are three that I think are worth revisiting.

Life360 Inc. (ASX: 360)

Life360 has seen a significant pullback and is down 66% from its high. This is despite continuing to expand its platform.

The company operates a location-based app that focuses on safety and connectivity for families. Over time, it has been shifting toward a subscription model, which can create more predictable revenue.

What stands out to me is how the AI narrative has affected sentiment. While Life360 is not a traditional enterprise software company, it still sits within the broader tech ecosystem. As investors reassess which digital platforms will benefit from AI and which could face pressure, companies like Life360 have been caught in that shift.

At the same time, the business continues to grow its user base and monetisation.

If it can keep executing on that transition to subscriptions and building its moat, I think there is a case that the share price weakness has created a compelling buying opportunity.

Xero Ltd (ASX: XRO)

Xero has been one of the more obvious examples of this trend. As a cloud-based accounting software provider, it sits directly in the line of fire when it comes to AI disruption concerns.

Investors are asking valid questions. Could AI automate parts of the accounting process? Could it reduce the need for traditional software platforms? And how will companies like Xero adapt?

Those questions have contributed to the de-rating. But I think it is also important to consider the other side.

Xero is deeply embedded in the operations of small and medium-sized businesses. It is not just a tool, it is part of how those businesses run day to day.

That creates switching costs and supports recurring revenue.

Over time, I think the more likely outcome is that AI becomes an enhancement rather than a replacement, but that is something the market is still trying to price in.

WiseTech Global Ltd (ASX: WTC)

WiseTech has also been caught up in the same shift. The company develops logistics software that is used across global supply chains, and like Xero, it has a deeply embedded product.

But again, AI disruption fears have weighed on sentiment. Investors are questioning how emerging technologies might change the competitive landscape, particularly in software-heavy businesses. That has contributed to a significant pullback in the share price.

At the same time, the underlying need for logistics software has not changed. Global trade remains complex, and managing supply chains requires increasingly sophisticated systems.

For me, that suggests the long-term demand is still there, even if the market is reassessing how that demand will be met.

Foolish takeaway

The selloff in software shares this year has not happened in a vacuum. AI disruption fears have played a major role, leading investors to reassess valuations across the sector.

That has created sharp declines in companies like Life360, Xero, and WiseTech.

The key question now is whether those concerns are overstated or justified. If these businesses can adapt and incorporate new technologies into their platforms, the current weakness could prove to be an incredible opportunity.

The post Have these top ASX shares been sold off too far? appeared first on The Motley Fool Australia.

Four ASX shares that are rising more than most today are listed below. Here's why they are racing higher:

Boss Energy Ltd (ASX: BOE)

The Boss Energy share price is up almost 8% to $1.73. This is despite there being no news out of the uranium producer today. However, it is worth noting that most uranium stocks are rallying today. And with short sellers having a high level of interest in Boss Energy shares, some could be buying shares to close positions.

Macquarie Group Ltd (ASX: MQG)

The Macquarie share price is up almost 4% to $232.24. This appears to have been driven by a bullish broker note out of Morgan Stanley this morning. According to the note, the broker has upgraded the investment bank's shares to an overweight rating with an improved price target of $270. The broker believes that Macquarie is well-placed to benefit from volatility in commodity markets. And while it concedes that its shares are not cheap, it still sees potential for a meaningful re-rating thanks to its positive earnings growth outlook. Morgan Stanley's price target implies potential upside of 16% over the next 12 months.

Nova Minerals Ltd (ASX: NVA)

The Nova Minerals share price is up almost 10% to 75.2 cents. Investors have been buying this gold explorer's shares following the release of drilling results from its flagship Estelle Gold and Critical Minerals Project, which is located in the prolific Tintina Gold Belt in Alaska. Management stated: "The 2025 surface sampling at Portage Pass has outlined a broad gold anomaly just over the ridge from the established Korbel deposit. The proximity to existing resources and proposed infrastructure makes Portage Pass particularly compelling. These early results reinforce our belief that the greater Estelle district continues to deliver new opportunities with real upside potential."

WiseTech Global Ltd (ASX: WTC)

The WiseTech Global share price is up 6% to $39.38. The catalyst for this has been a strong night of trade on Wall Street's Nasdaq index for software stocks. WiseTech isn't alone with its rise today. Most tech stocks are rising today. This has led to the S&P/ASX All Technology Index is up 2.55% at the time of writing.

The post Why Boss Energy, Macquarie, Nova Minerals, and WiseTech shares are storming higher today appeared first on The Motley Fool Australia.

The benchmark index finished the session down 0.39% to 8,926 points as investors moved away from risk across most sectors.

While that kind of geopolitical shock can feel uncomfortable in the moment, these are often the periods when long-term opportunities start to appear.

When fear pushes quality businesses lower alongside everything else, I prefer to focus on proven ASX names with durable earnings, strong market positions, and long growth runways.

Here are three quality ASX shares I would be happy to buy while sentiment remains fragile.

Xero Ltd (ASX: XRO)

Xero is still one of the highest-quality software businesses on the ASX.

The company provides cloud accounting, payroll, invoicing, payments, and small business finance tools for SMEs and accountants. This has made Xero deeply embedded in the day-to-day operations of businesses across Australia, New Zealand, the UK, and increasingly the US.

That stickiness continues to show up in the numbers. In H1 FY26, Xero delivered revenue of roughly $1.2 billion, adjusted EBITDA of $351 million, and operating cash flow of $321.1 million, while continuing to grow subscriber numbers and average revenue per user.

Its scale, pricing power, and growing payments ecosystem give it multiple levers for long-term earnings growth.

If the broader market weakness pushes premium tech valuations lower, this is exactly the sort of proven software compounder I want to keep buying.

CSL Ltd (ASX: CSL)

CSL remains one of the ASX's clearest examples of a global defensive growth business.

The company earns most of its money from plasma therapies through CSL Behring, vaccines through Seqirus, and iron deficiency and kidney products through CSL Vifor. These are essential healthcare products with demand drivers that are far less sensitive to geopolitical headlines.

Its latest half-year result showed NPATA of US$1.9 billion, while management maintained FY26 guidance for 2% to 3% revenue growth and 4% to 7% NPATA growth.

Plasma margin recovery also still has room to play out, alongside cost savings from the broader operational simplification program.

That gives the business multiple earnings drivers even if the market stays nervous.

WiseTech Global Ltd (ASX: WTC)

WiseTech is a global logistics software leader best known for its CargoWise platform. It helps freight forwarders, customs brokers, warehouses, and supply chain operators manage complex global trade workflows.

What makes the business so powerful is how deeply integrated that software becomes once customers are onboarded.

Its most recent half-year result showed CargoWise revenue up 12% to $372.4 million, customer attrition below 1%, and group gross profit rising 61% to $529.9 million following the e2open acquisition.

That combination of high retention, recurring revenue, and global trade digitisation still gives WiseTech a very long runway.

If fear around the Middle East continues dragging high-multiple growth stocks lower, this is exactly the kind of business where I'd be happy adding on weakness.

Foolish takeaway

Broad market fear often creates the best opportunities in high-quality businesses.

For me, Xero, CSL, and WiseTech all fit that description. They are proven compounders with strong market positions, recurring earnings, and stable growth outlooks.

While everyone else is focused on geopolitical noise, I'd be looking closely at whether this pullback is offering a better long-term entry point.

The post 3 quality ASX shares I'd buy while everyone else is nervous appeared first on The Motley Fool Australia.

Markets have been volatile, sentiment has swung sharply, and a number of high-quality ASX shares are still trading well below their peaks. For long-term investors, that combination can open the door to attractive opportunities.

Here are three ASX shares that could be no-brainer buys right now.

CSL Ltd (ASX: CSL)

The first ASX share that looks very attractive at current levels is biotech leader CSL.

It is not often that a company of CSL's calibre trades at a discount, but recent headwinds have created that setup. Concerns around the underperformance of its key CSL Behring business, a sudden CEO exit, and broader market sentiment have weighed on the CSL share price.

However, these challenges appear largely short-term rather than structural. CSL remains a global leader in plasma therapies, with demand underpinned by ageing populations and rising healthcare needs. These are long-term drivers that are unlikely to change.

As its performance normalises and operational efficiencies improve, there is a clear pathway for margins to recover.

For patient investors, this could be one of those rare windows to buy a world-class business at a more attractive price.

Life360 Inc (ASX: 360)

Another ASX share that could be worth considering is location technology company Life360.

Life360 is transitioning from just a user growth story into both a monetisation and user growth story. Its platform continues to grow globally, but the focus is now on improving revenue per user through subscriptions, partnerships, and new services.

At the same time, profitability is improving as the company demonstrates operating leverage.

This is often the phase where growth companies begin to rerate, as investors gain confidence in the sustainability of earnings.

If that shift in perception continues, the current share price may prove to be an attractive entry point.

WiseTech Global Ltd (ASX: WTC)

A final ASX share that could be a strong buy is WiseTech Global.

WiseTech is building what is increasingly becoming the operating system for global logistics. Its CargoWise platform is deeply embedded across supply chains, making it highly difficult for customers to replace.

The interesting part of the story right now is not the business itself, but how it is being priced.

Like many growth names, WiseTech has experienced volatility as investors reassess valuations and consider the impact of emerging technologies. Yet the company continues to expand globally, win larger customers, and deepen its product suite.

With logistics becoming more complex and digitised, WiseTech's long-term opportunity remains substantial.

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After a tough month in March, Australia's benchmark index has shown signs of a rebound during April. 

Last week, the index rose 4.4%, its best weekly gain since October 2022.

With the tide finally turning for ASX 200 shares, here are 5 that remain significantly below fair value according to broker estimates. 

CAR Group Ltd (ASX: CAR)

The CAR Group share price fell 14% in March. However, since late March, it has slowly turned a corner. 

Investors will be hoping it has reached the bottom of this latest cycle, as investors exited their positions in CAR Group shares largely due to AI replacement fears.

It is opening this week at $23.36 per share, which is still 24% lower than the start of 2026. 

This is significantly below fair price estimates from brokers. 

Recently, Morgan Stanley reiterated its buy recommendation and placed a $32 price target on the ASX 200 company. 

This indicates a healthy 37% upside from current levels. 

CSL Ltd (ASX: CSL)

CSL has also generated plenty of headlines recently as the ASX 200 stock appears to have been oversold. 

The biotechnology company has seen its share price fall 19% year to date and more than 40% over the last 12 months. 

It has reached a point where it is simply too cheap to ignore for many investors, and Bell Potter recently placed a $155 target on the ASX 200 stock. 

Despite its hold recommendation, this still indicates an upside of 11.5% from current levels. 

Breville Group Ltd (ASX: BRG)

Breville Group shares are currently hovering around $28.25, significantly below yearly highs. 

The consumer discretionary stock fell 16% during March. 

Macquarie recently placed an outperform rating and price target of $37.10 on the ASX 200 stock. 

This indicates an upside of 31%. 

JB Hi-Fi Ltd (ASX: JBH)

JB Hi-Fi shares are down more than 20% year to date, which includes an 11% fall during March. 

Late last month, Bell Potter retained their buy rating on this retail giant's shares with a price target of $90.

From last week's closing price of $75.21, this indicates an upside of nearly 20% for this ASX 200 stock. 

WiseTech Global Ltd (ASX: WTC)

Finally, WiseTech shares have been heavily sold off this year amidst AI concerns. 

The ASX 200 company has seen its share price tumble 45% since the start of 2026. 

However, it also appears too cheap to ignore. 

Morgan Stanley recently retained its buy rating for Wisetech with a $70 price target. 

This suggests an upside potential of 86%. 

The post 5 ASX 200 shares that could be a bargain right now appeared first on The Motley Fool Australia.

But it does not have to be complicated. In fact, a well-constructed portfolio of just 10 ASX shares can provide diversification, income, and long-term growth potential.

The key is balance. You want exposure to different sectors, business models, and growth drivers so you are not relying on just one theme to succeed.

Here is one way investors could build a winning 10-ASX share portfolio in 2026.

Start with high-quality core holdings

The first ASX share that could anchor a portfolio is CSL Ltd (ASX: CSL).

CSL is a global healthcare leader with defensive earnings and long-term growth drivers. Demand for its therapies is supported by ageing populations and rising healthcare needs, making it a strong foundation.

Another ASX share that could play a similar role is Wesfarmers Ltd (ASX: WES).

Wesfarmers offers diversification through retail, chemicals, and industrial operations. Its ability to allocate capital effectively has been a key driver of long-term returns.

A third ASX share to consider is Commonwealth Bank of Australia (ASX: CBA).

While not the cheapest bank, CBA provides reliable earnings and fully franked dividends, making it a cornerstone for many Australian portfolios.

Add growth engines to drive returns

A fourth ASX share that could boost long-term returns is Xero Ltd (ASX: XRO).

Xero continues to expand globally, with its cloud accounting platform gaining traction in multiple markets. It represents a scalable growth opportunity.

Another ASX share that could fit here is WiseTech Global Ltd (ASX: WTC).

WiseTech's CargoWise platform is deeply embedded in global logistics, giving it strong competitive advantages and a long runway for growth.

A sixth ASX share to consider is Pro Medicus Ltd (ASX: PME).

Pro Medicus is a high-margin healthcare technology company that continues to win major contracts globally. Its growth profile remains very strong.

Include income and stability

A seventh ASX share that could add income is Telstra Group Ltd (ASX: TLS).

Telstra offers attractive dividend yields and is now focused on growth through its Connected Future 30 strategy, combining income with improving fundamentals.

Another ASX share in this category is Transurban Group (ASX: TCL).

Transurban provides steady, inflation-linked cash flows from its toll road assets, making it a reliable income generator.

Add structural and thematic exposure

A ninth ASX share that could round out the portfolio is Goodman Group (ASX: GMG).

Goodman provides exposure to logistics and data infrastructure, both of which are benefiting from e-commerce and digitalisation trends.

Finally, a tenth ASX share to consider is Life360 Inc (ASX: 360).

Life360 offers exposure to a growing global user platform that is increasingly monetising its base. It adds a higher-risk, higher-reward element to the portfolio.

The bottom line

A 10-share portfolio like this gives investors exposure to defensive healthcare, financials, technology, infrastructure, and emerging growth opportunities.

By combining quality, growth, and income, investors can build a portfolio that is well positioned to navigate different market conditions and deliver strong long-term returns.

The post How to build a winning 10 ASX share portfolio from scratch in 2026 appeared first on The Motley Fool Australia.

High-growth names have come under pressure, valuations have reset, and concerns around artificial intelligence (AI) and interest rates have made investors more cautious.

But these periods tend to do something important. They separate sentiment from fundamentals.

And in my experience, that is often when long-term investors start leaning back in.

Here are three ASX 200 shares I think are attracting attention after the recent pullback.

WiseTech Global Ltd (ASX: WTC)

WiseTech has been one of the more heavily sold-off tech names.

That reflects a mix of factors, including valuation concerns and broader uncertainty around how AI could reshape parts of the software industry.

But when I look at the business, I still see an ASX 200 share building a truly global logistics platform. Its software is deeply embedded in customer workflows, which creates switching costs and supports recurring revenue.

I think that matters. Even if growth moderates or sentiment takes time to recover, the underlying platform continues to expand.

For investors willing to look beyond the short term, I think that could make the current environment more interesting.

REA Group Ltd (ASX: REA)

REA Group has also seen pressure, despite operating one of the most dominant digital platforms in Australia.

Its position in online real estate listings gives it a powerful network effect. Buyers and sellers naturally gravitate to where the activity is, which reinforces its leadership.

The property market can move in cycles, and that can influence short-term performance.

But I think the long-term story is more stable than that. REA has consistently found ways to grow revenue through pricing, product expansion, and increased engagement.

For me, that combination of market position and monetisation potential remains compelling.

Hub24 Ltd (ASX: HUB)

Hub24 is not always grouped with traditional tech names, but it shares many of the same characteristics.

It operates a platform used by financial advisers to manage client investments, and that platform continues to grow as more funds flow onto it.

What I find interesting is how that growth tends to build over time. As advisers adopt the platform, it becomes embedded in their processes. That creates a base of funds that is both recurring and scalable.

In a softer market, flows may slow at times. But as confidence returns, I think platforms like Hub24 are well positioned to benefit from renewed activity.

Foolish takeaway

Selloffs in the tech sector can feel uncomfortable, but they also tend to create opportunities.

The key, in my view, is focusing on businesses that still have strong underlying models, even if their share prices have come under pressure.

WiseTech, REA Group, and Hub24 all operate in different parts of the market, but each has characteristics that could support long-term growth.

For investors thinking beyond the current volatility, I think they could be great long-term investments.

The post The ASX 200 shares I think smart investors are buying after the tech selloff appeared first on The Motley Fool Australia.

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

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

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

WiseTech Global Ltd (ASX: WTC)

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

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

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

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

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

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

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

Seek Ltd (ASX: SEK)

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

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

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

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

REA Group Ltd (ASX: REA)

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

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

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

Catalyst Metals Ltd (ASX: CYL)

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

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

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

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

Vulcan Energy Resources Ltd (ASX: VUL)

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

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

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

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

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

Oil and gas prices soared while gold and other metals crumbled, impacting ASX 200 shares in different ways.

Shares in the energy sector surged 18.5% while the materials sector, which includes Australia's biggest miners, crumbled 14.1%.

Amid the upheaval for share prices, brokers reviewed their ratings and 12-month targets on a bunch of ASX stocks.

Here are some of the ASX 200 shares elevated to strong buy consensus status after last month's turmoil.

7 ASX 200 shares newly elevated to strong buy ratings

These ASX shares have just been upgraded to strong buy consensus ratings on the CommSec platform.

A consensus rating represents the average rating among analysts.

Genesis Minerals Ltd (ASX: GMD)

The Genesis Minerals share price dropped 20.7% in March alongside a steep fall in the gold price.

So far this month, the ASX 200 gold mining share is up 10.9% to $6.53 at yesterday's close.

MA Financial is among the brokers that have upgraded Genesis Minerals to a buy rating.

The broker has lifted its 12-month price target from $8.05 to $8.40.

Orica Ltd (ASX: ORI)

The Orica share price descended 17.9% in March.

So far this month, the ASX materials share is up 6.7% to $21.40.

Jefferies has reiterated its buy recommendation, but reduced its price target from $25.73 to $24.04.

Qantas Airways Ltd (ASX: QAN)

The Qantas share price fell 15.9% in March.

So far in April, the ASX 200 airline share has rebounded 8.6% to $9.09.

Jefferies has reiterated its buy rating with a price target of $12.80.

WiseTech Global Ltd (ASX: WTC)

The WiseTech Global share price declined 20% in March.

So far in April, the market's largest ASX 200 tech share is up just 1.6% to $38.62.

Morgan Stanley is buy-rated on Wisetech but has slashed its target from $100 to $70.

Xero Ltd (ASX: XRO)

The Xero share price descended 9.7% in March.

The tech share has fallen a further 2.3% in April to $73.41 at yesterday's close.

Morgan Stanley has reiterated its buy recommendation with a $130 target.

Yancoal Australia Ltd (ASX: YAL)

The Yancoal share price skyrocketed 41.5% in March, as power plants switched from gas to coal.

So far this month, the ASX 200 coal share has declined 10.3%.

Huatai Securities is buy-rated on Yancoal with a $14.40 share price target.

CAR Group Ltd (ASX: CAR)

The CAR Group share price fell 14% in March.

In April, the ASX 200 retail share is up 2.7% to $23.41.

Morgan Stanley reiterated its buy recommendation last week.

However, the broker reduced its 12-month target from $38 to $32.

The post 7 ASX 200 shares just upgraded to strong buy ratings appeared first on The Motley Fool Australia.

Four ASX shares that are falling more than most today are listed below. Here's why they are dropping:

Orora Ltd (ASX: ORA)

The Orora share price is down 20% to $1.57. Investors have been selling this packaging company's shares following the release of a trading update. Partly due to the war in the Middle East, Orora's Saverglass has been underperforming expectations. Orora now expects FY 2026 underlying EBIT for Saverglass to be in the range of 63 million euros to 68 million euros. This is down from its previous guidance of broadly in line with FY 2025 EBIT of 79.2 million euros. It notes that shipping routes and overland access have been disrupted in the Middle East, forcing Orora to transition its facility into a closed-loop hot operation. This means the furnace is kept running, but no bottles are produced.

Select Harvests Ltd (ASX: SHV)

The Select Harvests share price is down 8% to $3.69. This morning, this almond producer revealed the surprise resignation of its CEO, David Surveyor, after three and a half years leading the company. The release notes that Mr Surveyor will remain with the company to work through his six-month notice period and assist with an orderly transition. Surveyor commented: "It has been a privilege to lead Select Harvests over the past three years. I am proud of the transformation we have achieved together. Our people have lifted strategy and execution across the business, from improving our horticultural practices to step changing our processing capability and redefining our approach to market."

Tamboran Resources Corp (ASX: TBN)

The Tamboran Resources share price is down 17.5% to 26 cents. This has been driven by the completion of the institutional component of an equity raising. The natural gas company has raised US$103 million (A$147.1 million) of gross proceeds via a registered underwritten public offer. Tamboran Resources' CEO, Todd Abbott, said: "We are entering what will be the most active two‑year period in the Beetaloo Basin to date, including the delivery of first gas sales in the third quarter of 2026 and the continued delineation of gas resources across our Beetaloo East and Beetaloo West acreage."

WiseTech Global Ltd (ASX: WTC)

The WiseTech Global share price is down 10% to $38.92. This is despite there being no news out of the logistics solutions software provider on Thursday. However, it is worth noting that the tech sector is a sea of red today, with heavy declines being seen across the board. This has led to the S&P/ASX All Technology index dropping a sizeable 4.5%.

The post Why Orora, Select Harvests, Tamboran, and WiseTech shares are sinking today appeared first on The Motley Fool Australia.

After a period of volatility driven by rising oil prices and geopolitical tension, the agreement on a ceasefire between the US and Iran has helped ease some of that pressure. 

Oil prices have pulled back and equities have responded, with the ASX pushing higher as risk appetite returns.

That kind of environment can create opportunities and here are five ASX 200 shares I would be looking at as the market rebounds.

Wesfarmers Ltd (ASX: WES)

Wesfarmers is one of the more dependable shares on the ASX 200.

What I like here is the consistency across its portfolio. Bunnings continues to perform well, Kmart's value positioning remains strong, and the broader group has shown it can grow earnings even in a mixed environment.

As sentiment improves, I think shares like Wesfarmers can quietly keep compounding.

It may not be the most exciting stock in a rebound, but it is one I would feel comfortable owning through different market cycles.

Hub24 Ltd (ASX: HUB)

Hub24 is another ASX 200 share I'd buy as the market rebounds.

It operates an investment platform used by financial advisers to manage client portfolios, which puts it at the centre of a growing part of the wealth management industry.

What stands out to me is how embedded these platforms become once advisers and their clients are onboarded. That tends to create a sticky and steadily growing base of funds under administration.

As confidence returns, I think there is also potential for renewed inflows as investors re-engage with markets.

For me, it is the combination of structural industry growth, recurring revenue, and operating leverage that makes Hub24 an appealing long-term opportunity.

Codan Ltd (ASX: CDA)

Codan brings exposure to a different set of themes.

Its communications and defence-related technologies, including links to drone and counter-drone systems, place it within an area that is seeing increasing global demand.

Governments and organisations are continuing to invest in security and communications capabilities, and Codan is positioned within that ecosystem.

That combination of underlying demand and improving sentiment is interesting to me.

WiseTech Global Ltd (ASX: WTC)

WiseTech is one of the more polarising shares on the ASX 200 right now.

The share price has pulled back significantly, and concerns around AI disruption, acquisition integration, and business model changes have weighed on sentiment.

But when I look at the business, I still see a company building out a global logistics platform with strong long-term potential.

As the market rebounds, I think there is scope for sentiment to stabilise.

If the company can continue to execute and demonstrate progress, even modestly, that could support a recovery over time.

Breville Group Ltd (ASX: BRG)

Breville adds a consumer-facing growth angle.

What I like here is the global expansion story. The company continues to grow through new product development and increasing its presence in international markets.

Its premium positioning also appears to be holding up, even in a more cautious consumer environment.

As conditions improve, I think businesses with strong brands and global reach can benefit from a recovery in spending and sentiment. Breville ticks these boxes.

Foolish takeaway

Market rebounds can feel encouraging, but I think it is important to stay focused on the underlying businesses.

Wesfarmers offers consistency, Hub24 provides platform-driven growth, Codan brings exposure to defence and communications, WiseTech represents long-term software potential, and Breville continues to expand globally.

They are very different companies, but each has drivers that go beyond short-term market moves.

The post 5 ASX 200 shares I'd buy as the share market rebounds appeared first on The Motley Fool Australia.