ASX Stock experts think will smash the market in 2026!
With a focus on quality and growth, these ASX stock picks for 2026 offer exposure to businesses which can end up creating substantial value for its shareholders.
Expert ASX stock picks for 2026
REA Group Limited (ASX: REA)
Megaport Limited (ASX: MP1)
WiseTech Global Limited (ASX: WTC)
Electro Optic Systems Holdings Limited (ASX: EOS)
REA Group Limited (ASX: REA)
is well positioned to perform well in 2026 supported by pricing power and continued product innovation across its core Australian business.
In the September 2025 quarter, REA’s revenue reached $429 million, up 4% year-on-year while operating EBITDA increased by 5% to $254 million helped by adoption of premium products.
Free cash flow for the quarter rose 16% year-on-year to $86 million driven by strong operating leverage and tight cost control.
REA improved its long-term growth profile through the acquisition of a controlling stake in iGUIDE, an AI powered property imaging and data platform which enhances its product ecosystem and supports deeper engagement across the property transaction lifecycle.
Megaport Limited (ASX: MP1)
has the potential to deliver high returns in 2026 supported by improving operating leverage and rising demand for cloud and data centre connectivity.
Megaport reported FY25 revenue of $227.1 million and EBITDA of $62.3 million while maintaining a strong balance sheet with net cash of $87.8 million which provides flexibility to continue investing through the growth cycle.
A key development during the year was the addition of 115 new data centres which expanded Megaport’s global footprint.
FY26 guidance points to revenue of $260-270 million with EBITDA margins of 18% to 20% as management continues to invest in sales capacity, product development and network expansion to accelerate growth.
WiseTech Global Limited (ASX: WTC)
in FY25 reported total revenue of US$778.7 million which was up 14% year-on-year while underlying NPAT increased 30% to US$241.8 million which highlights strong operating leverage and disciplined cost control.
The company can do well this year supported by the strength of the CargoWise platform which delivered US$682.2 million in revenue, up 18% compared to last year.
A key strategic development was the acquisition of e2open in August 2025 which expands the company’s addressable market and strengthens its role as an operating system for global trade.
There are multiple catalysts including new CargoWise commercial models, initial revenues from Container Transport Optimization in 1H26 and cost synergies from e2open.
Electro Optic Systems Holdings Limited (ASX: EOS)
can do very well in 2026 helped by a growing order book and exposure to large Tier 1 defence customers.
On 23 December 2025, the company announced that it has secured a binding US$22 million multi-year contract to supply Remote Weapon Systems to a major U.S. Army ground combat platform through General Dynamics Land Systems.
Additional upside comes from the US$80 million binding conditional contract with a customer in the Republic of Korea and the strategic acquisition of the UK based interceptor business from MARSS Group which expands EOS’s technology base and addressable market.
With a strong cash position of $130.3 million as at 30 June 2025 and multiple programs moving into delivery phase, EOS enters 2026 with potential for substantial shareholder value creation.
(Source: Company Reports)
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