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.

After a sharp pullback due to artificial intelligence (AI) disruption fears, we are starting to see a rebound in April. Even so, a number of high-quality names are still trading well below their 52-week highs.

Here are three ASX tech stocks I think look like strong buys today.

Xero Ltd (ASX: XRO)

Xero is one of the clearest examples of how AI concerns can sometimes miss the bigger picture.

Rather than being disrupted by AI, the company is positioning itself to benefit from it. In its recent investor briefing, management highlighted that AI could significantly expand its total addressable market, with long-term potential to grow the SaaS opportunity by around 4 times.

What stands out to me is Xero's role as a system of record for small business financial data.

That gives it a powerful foundation in an AI-driven world. Instead of competing with AI tools, it can integrate them directly into its platform to automate workflows, generate insights, and improve decision-making for customers.

We are already seeing early signs of this. More than two million subscribers are using Xero's AI features, with measurable benefits such as time savings and improved productivity.

On top of that, the integration of Melio is opening up a significant US payments opportunity, which could drive stronger revenue growth and improved unit economics over time.

I think this looks like a business leaning into disruption rather than being threatened by it.

Catapult Sports Ltd (ASX: CAT)

Catapult is a very different kind of ASX tech stock, but I think the opportunity is just as compelling.

Its platform is where data, performance analytics, and sport meet. That might sound niche, but the underlying model is highly scalable.

One thing that stood out in its recent analyst day was the focus on recurring software revenue and expanding value per customer.

The company reported ACV growth of around 19% and retention above 95%, which points to strong customer engagement and stickiness.

What I like is the land and expand strategy. Catapult is increasingly selling multiple products to the same teams, which can significantly increase revenue per customer over time. This is important because multi-solution customers generate materially higher value.

Importantly, Catapult argues that AI will enhance its value proposition rather than replace it, because its proprietary data sits at the core of performance analytics. And you can't build meaningful AI insights without high-quality underlying data.

For me, that data advantage is what could underpin its long-term growth.

SiteMinder Ltd (ASX: SDR)

SiteMinder is another business that has faced pressure as investors reassess growth tech.

But stepping back, I think the core story remains intact. The ASX tech stock operates a global hotel distribution and booking platform, connecting accommodation providers with online travel agents and other channels. That network effect is difficult to replicate.

What I find attractive is how that platform can evolve. As hotels increasingly focus on direct bookings, pricing optimisation, and revenue management, SiteMinder is well placed to expand its product suite and monetisation opportunities.

While AI is often framed as a risk, I think it could actually strengthen this model. Better data and smarter tools can improve pricing decisions, occupancy rates, and customer targeting, all of which feed back into the platform.

In other words, the same technology that investors worry about could end up enhancing the value of SiteMinder's ecosystem.

Foolish Takeaway

The recent pullback by ASX tech stocks has been driven in part by uncertainty around AI.

But when I look at Xero, Catapult, and SiteMinder, I see businesses that are adapting to that shift rather than being left behind, and that is why I think they look like strong long-term buys today.

The post Why I think these ASX tech stocks are strong buys appeared first on The Motley Fool Australia.

Quarterly updates, shifting sentiment, and macro noise can dominate the conversation. But some of the most successful investments come from recognising businesses that are quietly building something much bigger over time.

Here are three ASX growth shares that could be doing exactly that.

Breville Group Ltd (ASX: BRG)

The first ASX growth share that stands out is Breville.

At first glance, it is a kitchen appliance company. But that description does not fully capture what is happening beneath the surface.

Breville has been steadily building a global premium brand. Its products are not competing on price. They are competing on quality, design, and performance.

This positioning has allowed the company to expand successfully into international markets. As brand recognition grows, so does its ability to scale.

What makes this interesting is that brand-building takes time. But once established, it can become a powerful competitive advantage that supports long-term growth.

Morgans is a fan of the company and has a buy rating and $40.65 price target on its shares.

Lovisa Holdings Ltd (ASX: LOV)

Another ASX growth share that could be destined for a big future is Lovisa.

The fast-fashion jewellery operator has successfully demonstrated it can replicate its store model across different regions with consistency. New stores are opening globally, and many are reaching profitability quickly.

This creates a repeatable growth engine. And Lovisa is not expanding slowly; it is moving aggressively into new markets, which could significantly increase its footprint over the next decade.

If that rollout continues successfully, the business could look very different in scale over time.

Morgans is also a fan of this one and recently put a buy rating and $36.80 price target on its shares.

Xero Ltd (ASX: XRO)

A final ASX growth share that could be quietly building something significant is Xero.

It has already established itself as a leading cloud accounting platform. But the opportunity may extend well beyond that.

The company is increasingly becoming part of a broader ecosystem that connects small businesses, accountants, and financial services.

This creates multiple pathways for growth through new customers and by offering more services (like AI assistants) to existing ones.

As this ecosystem expands, Xero's role in managing financial workflows could become even more central.

The team at Morgan Stanley is positive on the investment opportunity here. It recently put an overweight rating and $130.00 price target on its shares.

The post Are these the best ASX growth shares to buy and hold for 10 years? appeared first on The Motley Fool Australia.

The market was caught off-guard by news of a major fire at one of Australia's two oil refineries yesterday.

This will undoubtedly add pressure to the fuel supply chain and potentially add to inflation and the chances of higher interest rates.

Amid the growing global fuel crisis, brokers have indicated continuing confidence in several ASX 200 shares.

These companies received renewed buy ratings this week.

Let's review.

Rio Tinto Ltd (ASX: RIO)

The Rio Tinto share price closed at $172.60 on Thursday, down 0.7%.

Over the past month, the ASX mining giant has lifted 11.6%.

Macquarie reiterated its buy rating on Rio Tinto stock this week.

The broker raised its 12-month price target from $168 to $183.

ANZ Group Holdings Ltd (ASX: ANZ)

The ANZ share price finished the session at $37.73, down 1.3%.

Over the past month, this ASX 200 bank share has edged 0.75% higher.

Morgan Stanley maintained its buy rating on ANZ shares this week.

But the broker shaved its 12-month price target from $37.80 to $37.

Xero Ltd (ASX: XRO)

The Xero share price closed at $81.86 yesterday, up a whopping 9%.

In an apparent rebound for the entire tech sector, Xero shares have risen 16.1% since 30 March.

UBS reiterated its buy rating on Xero shares this week.

However, the broker slashed its 12-month target from $174 to $127.

Paladin Energy Ltd (ASX: PDN)

The Paladin Energy share price closed at $14.15, up 2.6% on Thursday.

Over the past month, this ASX 200 uranium share has rocketed 27.6%.

Morgan Stanley kept its buy rating in place with a $14.45 price target this week.

South32 Ltd (ASX: S32)

The South32 share price finished yesterday's trading day at $4.62, down 0.2%.

Over the past month, this ASX 200 mining share has lifted 11.1%.

Morgan Stanley reiterated its buy recommendation this week.

The broker also lifted its share price target from $4.70 to $5.

Iluka Resources Ltd (ASX: ILU)

The Iluka Resources share price closed at $7.77, up 4%.

Over the past month, this ASX 200 mineral sands share has ripped 20.7%.

Morgan Stanley maintained a buy rating and raised its target from $6.70 to $7.90.

Zip Co Ltd (ASX: ZIP)

Zip was the third-strongest performer within the ASX 200 yesterday.

The Zip share price ripped 11.4% higher to $2.05 ahead of its quarterly update today.

Over the past month, this ASX 200 financial share has soared 28.1%.

Citi reiterated its buy rating on the buy now, pay later provider this week.

The broker has a $2.60 price target on Zip shares.

Coles Group Ltd (ASX: COL)

The Coles share price closed at $22.70, up 0.2%, yesterday.

Over the past month, this ASX 200 consumer staples share has lifted 9%.

Jefferies reiterated its buy rating this week.

The broker also raised its share price target on Coles from $23.50 to $25.50.

The post ASX 200 shares with renewed buy ratings this week appeared first on The Motley Fool Australia.

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

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

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

That's its best run since December 2023.

Could this mean an end to the tech wreck?

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

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

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

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

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

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

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

Here comes the rebound

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

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

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

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

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

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

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

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

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

Siteminder shares have surged 23.4% since 30 March.

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

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

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

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

Here are five ASX ETFs that could supercharge your portfolio.

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

VanEck MSCI International Quality ETF (ASX: QUAL)

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

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

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

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

BetaShares Global Cybersecurity ETF (ASX: HACK)

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

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

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

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

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

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.

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.

The key is knowing what you want to buy before prices fall.

Here are three ASX 200 shares I would be ready to buy immediately if the market dips again.

Goodman Group (ASX: GMG)

The ASX 200 share I would be watching closely is Goodman Group.

At first glance, Goodman might look like a traditional property company. But its real strength lies in logistics and data infrastructure.

The group develops and manages high-quality industrial properties, many of which are critical to ecommerce supply chains and increasingly, data centre ecosystems.

As demand for digital infrastructure grows, Goodman is positioning itself to benefit from trends like cloud computing and artificial intelligence.

A market pullback could provide a chance to gain exposure to these structural themes through a proven operator.

ResMed Inc (ASX: RMD)

Another ASX 200 share I would target is ResMed.

ResMed sits at the intersection of healthcare and technology, focusing on sleep apnoea devices and connected care solutions. What makes it particularly interesting is how its business model is evolving beyond hardware.

Each device sold opens the door to long-term recurring revenue through masks, software, and patient monitoring platforms.

Concerns around weight loss drugs briefly pressured sentiment, but the reality is that sleep apnoea remains underdiagnosed globally and management sees the drugs as supporting demand rather than limiting it.

If the share price were to dip again, it could be an opportunity to pick up a high-quality global healthcare leader at a more attractive valuation.

Xero Ltd (ASX: XRO)

A third ASX share I would buy on weakness is Xero.

Xero has already built a massive global platform for small business accounting, but the next phase of its growth could be even more interesting.

Rather than just adding new users, the company is focused on deepening its ecosystem. Payments, payroll, lending integrations, and analytics all create additional value for customers and increase revenue per user.

This shift means Xero's growth is becoming more efficient and potentially more predictable. And while there are concerns that AI will disrupt its business, management doesn't believe this will be the case. In fact, it expects AI to support the business and has recently announced a deal with AI giant Anthropic.

If volatility returns and the share price pulls back, it could present a compelling entry point into a business with strong long-term potential.

The post 3 ASX 200 shares I would buy immediately if the market dips again appeared first on The Motley Fool Australia.

That's a dramatic fall for a company that was once a market darling.

So, is this a warning sign or a rare opportunity? Most brokers seem to think the latter.

Sticky users, scalable growth

Let's start with the fundamentals.

Xero is a cloud-based accounting platform built for small and medium-sized businesses. It handles invoicing, payroll, and financial reporting in one place, making Xero shares a mission-critical tool for its customers.

And this isn't some niche player. Xero has built a global footprint across Australia, New Zealand, the UK, and beyond. Its subscription model delivers reliable recurring revenue, while its deep ecosystem of integrations keeps customers locked in. High switching costs. Sticky users. Scalable growth.

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

Hit by perfect storm

So why the heavy sell-off?

It's not just Xero shares. The broader tech sector has been under pressure, with names like WiseTech Global Ltd (ASX: WTC) and Technology One Ltd (ASX: TNE) also pulling back. After a strong run in 2025, valuations looked stretched, and the market was primed for a reset.

Then came a new overhang: artificial intelligence (AI).

Investors started asking whether AI could disrupt traditional software models. Could smarter, cheaper tools reduce the need for subscription platforms like Xero? That uncertainty has weighed heavily on sentiment.

Add rising interest rates — which tend to hit growth stocks hardest — and you've got a perfect storm.

Bargain hunters on the move

But here's where things get interesting.

After months of selling, Xero shares are now trading well below their previous highs. And that's starting to turn heads. Bargain hunters are circling, looking to snap up quality growth names at discounted prices.

The analysts are already leaning that way.

According to TradingView data, 13 out of 14 analysts rate Xero as a buy or strong buy. Some price targets suggest massive upside, with the most bullish view pointing to $231.35, implying potential gains of up to 225% over the next year.

Meanwhile, Morgan Stanley has just reiterated its buy rating with a $130 target. That suggests a possible 82% upside from current levels.

Competition is heating up

That's a big disconnect between price and expectations.

Of course, risks remain. Competition in accounting software is heating up, and any slowdown in subscriber growth or margins could hit the stock. The AI disruption narrative also hasn't gone away.

But zoom out, and the long-term story for Xero shares still stacks up.

Xero has scale. It has recurring revenue. It has sticky customers. And it operates in a massive global market that's still shifting to the cloud.

The post Down 55%, are Xero shares the most overlooked bargain 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.

Regardless of the amount, what matters most is choosing businesses with strong long-term potential and building the habit of investing consistently.

The good news is that the Australian share market is home to many businesses that tick these boxes in 2026.

So, if I had $2,000 to invest today, these are three ASX shares I would consider buying in April.

Breville Group Ltd (ASX: BRG)

Breville is a business I think is often underestimated. It operates in premium kitchen appliances, but what stands out to me is how it has built a global brand. Its products are sold across multiple regions, and it continues to expand into new markets.

What I like is the combination of product innovation and international growth. The company has shown it can introduce new products that resonate with consumers while also scaling its distribution globally.

That gives it multiple avenues for growth over time.

Xero Ltd (ASX: XRO)

Xero offers exposure to software and digital transformation. The company provides accounting software to small and medium-sized businesses, and that shift toward cloud-based solutions is still ongoing.

The share price has been under pressure, partly due to concerns around competition and artificial intelligence (AI). But I think the long-term opportunity remains intact.

Xero has built a strong ecosystem and continues to grow its subscriber base, which supports recurring revenue. For me, it is a business that could continue compounding if it executes well.

Pro Medicus Ltd (ASX: PME)

Pro Medicus is one of the more impressive growth stories on the ASX. It operates in the medical imaging software market, providing solutions to hospitals and healthcare providers worldwide.

What stands out is the quality of the business. High margins, strong cash flow, and a growing list of major contracts all point to a company that is scaling effectively.

Healthcare demand is also supported by long-term trends, which give it a favourable backdrop.

Its valuation can look demanding at times, but I think that reflects the strength of the business and its positive long-term growth outlook.

Foolish Takeaway

A $2,000 investment can be the start of something meaningful.

Breville offers global consumer growth, Xero provides exposure to software and recurring revenue, and Pro Medicus brings high-quality healthcare growth.

Importantly, all three have the potential to grow over time, and that is what matters most to me when putting money to work.

The post $2,000 to invest? 3 ASX shares to consider today 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.

During this time, the cloud accounting platform provider's shares have fallen over 60% from their high as investors grapple with rising interest rates and concerns around artificial intelligence (AI) disruption.

But for long-term investors, could this be a buying opportunity? Let's look at three reasons why it could be.

A significant reset in valuation for Xero shares

The first reason to consider Xero shares is the sharp decline itself.

High-quality growth companies can fall out of favour quickly when sentiment shifts. In Xero's case, fears that AI could disrupt traditional accounting software have weighed heavily on the stock.

However, while AI may change how accounting is done, it is unlikely to remove the need for trusted platforms that manage financial data, compliance, and workflows.

With the share price having reset materially, investors are now able to access Xero shares at a far more reasonable valuation than in previous years.

Turning AI from a threat into an opportunity

Another reason to be positive on Xero is how it is responding to AI disruption.

Rather than being left behind, Xero is leaning into the technology through its partnership with AI giant Anthropic.

The deal means Xero users will be able to work with their financial data directly inside a major AI platform and provides a new way for Claude to power end-to-end financial workflows for small businesses at scale.

Xero highlighted that for millions of small businesses, this will mean less time manually chasing invoices or piecing together cash flow across multiple reports, with Claude proactively surfacing the insights and actions that would otherwise take hours to find.

In this context, AI becomes less of a threat and more of a feature. If executed well, it could strengthen Xero's value proposition and deepen its competitive advantage.

A platform with room to grow

A third reason to consider Xero shares is the strength and scalability of its platform.

Xero has built a global ecosystem connecting small businesses, accountants, and third-party applications. Once embedded, switching becomes difficult due to the integration of financial data and workflows.

Looking ahead, growth is not just about adding new users. There is a significant opportunity to increase revenue per user through additional services such as payments, payroll, and financial tools.

By expanding what it offers within its existing base, Xero can continue growing even without rapid subscriber gains.

Overall, for investors willing to look beyond short-term concerns, Xero's reset valuation, proactive AI strategy, and scalable platform could make it a compelling opportunity right now.

The post 3 reasons to buy Xero shares now appeared first on The Motley Fool Australia.

CSL Ltd (ASX: CSL) and Xero Ltd (ASX: XRO) have both fallen more than 40% over the past 12 months and are drifting near 52-week lows.

The key question: Are these warning signs or classic buy-the-dip opportunities?

For investors willing to follow Warren Buffett's playbook and buy quality during periods of fear, these two ASX stocks could be worth a serious look right now.

CSL: Powerful defensive edge

CSL shares may be out of favour, but the healthcare business remains world-class.

This is a global leader in plasma therapies and vaccines, supplying essential treatments for chronic and rare diseases. Demand is highly resilient as patients don't stop needing these products during economic downturns.

That gives the ASX stock a powerful defensive edge.

Recent results have been softer, with margin pressure, restructuring costs, and policy changes weighing on performance. That's largely what's driven the share price lower.

But there are signs of a turnaround.

Plasma collections are improving, margins are stabilising, and its Seqirus vaccine division continues to add diversification. This looks more like a reset than a structural decline.

Risks remain, of course. Any delays in earnings recovery, ongoing cost pressures, or currency headwinds could keep sentiment weak.

Still, analysts are firmly in the corner of this $67 billion ASX stock.

Broker sentiment remains broadly positive, with most maintaining buy or outperform ratings. The average 12-month price target sits around $209.40, implying roughly 47% upside from current levels.

Xero: Recurring subscription revenue

Xero has also been caught in the tech sell-off, but its long-term growth story is still intact.

The company provides cloud-based accounting software for small and medium-sized businesses, generating recurring subscription revenue across a growing global customer base.

Its platform is sticky, scalable, and deeply embedded in client workflows. That's a powerful combination.

So why the sell-off of the ASX stock?

It's not just Xero. The broader tech sector has been hit by rising interest rates, valuation concerns, and fears that AI could disrupt traditional software models.

That uncertainty triggered a sharp rotation out of ASX growth stocks.

But now, bargain hunters are stepping back in.

After months of heavy selling, Xero shares are trading at a significant discount to prior highs — and analysts are taking notice.

According to TradingView data, 12 out of 13 analysts rate the stock as a buy or strong buy. Price targets suggest potential upside of up to 195%, with some tipping the shares could reach $231.10 over the next 12 months.

Meanwhile, Citi has retained its buy rating and set a $144.80 price target. That points to around 82% upside.

The risks? Competition, AI disruption, and any slowdown in growth or margins.

Foolish Takeaway

CSL and Xero have both been heavily sold, but their core businesses remain strong.

For investors following Warren Buffett, these high-quality ASX stocks look especially compelling amid market fear and volatility.

The post I'm following Warren Buffett to snap up these cheap ASX stocks appeared first on The Motley Fool Australia.

Few businesses deliver a return of 100% or more in a single year, so just because analysts think a stock can at least double in 12 months doesn't mean that will happen, or that the return will even be positive.

But there are a few names that experts are very optimistic about, so let's take a look at them.

Megaport Ltd (ASX: MP1)

This ASX tech share enables clients to quickly connect to hundreds of data centres around the world. It has a truly global presence in regions like the Americas, Asia Pacific, and EMEA (Europe, the Middle East and Africa).

In the recent FY26 half-year result, the ASX share reported revenue growth of 26% to $134.9 million, with net revenue retention of 111% and annual recurring revenue (ARR) growth of 19%, implying pleasing revenue growth from its existing client base.

According to CMC Invest, there have been nine recent expert ratings on the business, with eight of those being a buy. Of the nine ratings, the average price target is $15.84, implying a possible rise of around 110% from current levels.

Xero Ltd (ASX: XRO)

Xero is one of the world's largest cloud accounting software providers, with a presence in a number of countries like Australia, New Zealand, the UK, the US, Canada, South Africa, and Singapore.

The ASX share is growing at a rapid pace – in the HY26 result, operating revenue rose 20% to NZ$1.19 billion and free cash flow surged 54% to NZ$321 million.

According to CMC Invest, there have been seven recent ratings on the business, with an average price target of $158.22. That implies a possible increase of just over 100% from where it is today.

Qoria Ltd (ASX: QOR)

Qoria describes itself as a global technology company that's keeping children safe and well in their digital lives. It says it has supported 32,000 schools across four continents and kept 30 million children safe. The ASX share provides a parental control platform in an app.

In the FY26 half-year result, the ASX share reported that its revenue increased by 25% to $69 million, and underlying operating profit (EBITDA) jumped by 68% to $10.3 million, which is a strong rate of expansion.

According to CMC Invest, there are currently five buy ratings on the business, with an average price target of 65 cents, which implies a possible rise of approximately 110% in the year ahead.

The post 3 ASX shares tipped to grow 100% or more in the next 12 months appeared first on The Motley Fool Australia.

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

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

Critical multi-platform

Let's start with the fundamentals.

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

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

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

Broader tech rout

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

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

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

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

Attractive entry point

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

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

And the analysts? They're backing that view.

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

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

Compelling big picture

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

But stepping back, the bigger picture is compelling.

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

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

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

The three S&P/ASX 200 Index (ASX: XJO) shares I'm about to note are among the leaders in the world at what they do, and analysts think they have the potential to deliver large capital gains in the long term.

Let's have a look at what they do and how excited analysts are.

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat is a major player in the global poker machine and casino management system space. It also has a sizeable mobile game segment.

According to CMC Invest, there have been 9 analyst ratings on the business over the last 3 months, all of which were buy ratings.

The average price target – where analysts think the business will be trading in a year from now – is $67.06. At the time of writing, that suggests a rise of more than 40%.

The most optimistic price target is $73.71, suggesting a possible rise of more than 50%, while the lowest price target is $62.75, implying a suggested rise of more than 30%.

According to the projection on CMC Invest, the ASX share is valued at around 18x FY26's estimated earnings.

Orica Ltd (ASX: ORI)

The next ASX share I'll highlight is Orica, which describes itself as a global leader in mining and infrastructure services, explosives manufacturing, digital solutions, and specialty mining chemicals.

According to CMC Invest, there have been 11 recent ratings on the business – all of them were a buy.

The average price target on CMC Invest of $26.08 suggests a possible rise of around 25% at the time of writing, while the highest estimate of $29.88 implies a rise of well over 40%. However, the lowest price target of $23.95 suggests only a 15% potential rise.

Using the earnings forecast on CMC Invest, the business is valued at 17x FY26's estimated earnings.

Xero Ltd (ASX: XRO)

Xero is one of the world's leading cloud accounting and payments businesses.

According to CMC Invest, of the seven recent ratings on the ASX tech share, six were buy.

Impressively, the average price target of those ratings is $157.28, suggesting a possible increase of around 100%. The highest price target is $232.88, suggesting it could rise around 200%. That may be a bit ambitious for 2026.

But, not everyone is so confident – the lowest price target is $82.37. That suggests a rise of less than 10% from where it is today.

Based on broker UBS' projections, the business is valued at 67x FY26's estimated earnings.

The post Brokers rate these 3 top ASX shares as buys in April appeared first on The Motley Fool Australia.

But with cocoa prices soaring and Easter eggs costing more than ever, investors might want to consider saving the money (and the calories) and putting it to work in the share market instead.

Here are three ASX shares that could be worth considering this month.

Breville Group Ltd (ASX: BRG)

The first ASX share that could be a smart buy this Easter is Breville.

Breville designs and sells premium kitchen appliances across global markets, with its products found in countless homes throughout North America, Europe, and Australia. Its focus on innovation and quality has helped it build a strong brand and loyal customer base.

One of the key drivers of its long-term growth is its expansion in the United States. As it continues to deepen relationships with major retailers and increase brand awareness, Breville has a significant opportunity to grow its market share. This is especially the case in the booming coffee market, where Breville is having significant success.

With a scalable business model and exposure to global consumer demand, Breville could continue delivering solid growth over the years ahead.

Light & Wonder Inc. (ASX: LNW)

Another ASX share that could be worth considering is Light & Wonder.

Light & Wonder operates across gaming, digital, and social casino markets, creating content and platforms that generate recurring revenue from players around the world.

A key strength of the business is its diversification. It earns revenue from land-based gaming machines as well as digital channels, which provides multiple avenues for growth.

The company is also benefiting from the ongoing shift towards digital gaming, where engagement levels and monetisation opportunities are strong.

With a growing portfolio of popular games and platforms, Light & Wonder appears well placed to build on its momentum. And with its shares down heavily from their highs, now could be an opportune time to invest.

Xero Ltd (ASX: XRO)

A third ASX share that could be a top pick this Easter is Xero.

Xero provides cloud-based accounting software to small and medium-sized businesses, with a strong presence across Australia, New Zealand, and international markets.

Its platform plays a critical role in helping businesses manage their finances, which makes it deeply embedded in customer operations. This leads to high retention rates and recurring subscription revenue.

Looking ahead, Xero still has a large opportunity to expand globally and increase its average revenue per user through additional services. Combined with the ongoing shift towards cloud-based software, this could support long-term growth.

And while there are fears about AI disruption, Xero's recent deal with AI giant Anthropic is starting to allay these concerns. So, with its shares down 60% from their high, this could be one to consider when the market reopens.

The post Forget Easter eggs, these ASX shares could be your best buys this month appeared first on The Motley Fool Australia.