These 4 ASX 200 shares were earnings season winners. Should you buy?

The financial reports of these ASX companies earned them a 10% or greater share price surge last month.

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These four S&P/ASX 200 Index (ASX: XJO) shares got a 10% or more price boost within two days of releasing their reports last month.

They were among eight companies within the market's top 100 that experienced the biggest share price gains during earnings season.

These companies received a big share price reaction because investors were pleased with their reports.

So, do those positive reports make these ASX 200 shares a good buy for investment?

Or are these stocks overvalued following their impressive share price uplifts last month?

Here's what the experts say.

Life360 Inc (ASX: 360)

Life360 reported a 36% year-over-year rise in quarterly revenue to $115.4 million for 2Q FY25.

The company's adjusted earnings before interest, taxes, depreciation and amortisation (EBITDA) rose 85% to $20.3 million.

The ASX tech share lifted 13.7% within two days of the report.

Life360 shares closed at $44.31 yesterday, up 0.89% for the day and up 17.2% since the quarterly report was released.

Bell Potter has a buy rating on this ASX 200 tech share with a price target of $47.50.

Morgan Stanley is more bullish, with an overweight rating and $51 price target.

Brambles Ltd (ASX: BXB)

Brambles reported sales revenue of US$6,669.7 million, up 3%, and underlying profit of US$1,371.8 million, up 10%, for FY25.

The ASX 200 industrial share lifted 11.8% within two days of its financial results.

The Brambles share price closed at $26.29 on Thursday, up 1.39% for the day and up 13.17% since its report was released.

Morgans upgraded Brambles shares from trim to hold with a price target of $25.70.

The broker said: "We may adopt a more positive stance should the share price pull back."

SEEK Ltd (ASX: SEK)

The company reported a net revenue rise of 1% to $1,090 million and a 13% fall in adjusted profit to $155 million for FY25.

SEEK shares had a two-day growth of 10.6% following the release of the report.

The Seek share price closed at $26.75 yesterday, up 0.53%, and up 4.21% since its report was released.

Morgans maintained its accumulate rating on the ASX 200 communications share with a price target of $30.

Macquarie has an outperform rating on Seek shares and a price target of $32.50. 

The broker said:

Seek continues to be our classifieds top pick, supported by attractive growth (MQe = +29% EPS CAGR, FY25-28), driven by product innovation / pricing (structural advantages) and with platform unification providing positive jaws.

We also consider FY26 guidance to be conservative across ANZ yield & volumes.

Ansell Ltd (ASX: ANN)

Ansell reported a 23.7% lift in reported sales to $2 billion and a 44.3% increase in EBIT to $282 million for FY25.

The ASX 200 healthcare share lifted 10.5% over two days after the report.

The Ansell share price closed at $34.48 on Thursday, down 0.14%, and up 10.16% since its report was released.

Macquarie has a neutral rating on this ASX 200 healthcare share with a price target of $33.50.

In a recent note, the broker said:

While we see medium-term EPS growth outlook as positive, we see this as adequately captured in the current share price.

Morgans has a hold rating on Ansell with a raised share price target of $34.64, up from $33.38.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Life360 and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Ansell. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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