5 ASX 200 stocks I'm avoiding this week

I think these shares have run their course.

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Key points

  • Despite recent gains, Evolution Mining, Commonwealth Bank, and Fletcher Building face potential downsides due to valuation concerns and market conditions, with analysts highlighting specific risks.
  • Analysts have issued sell or underperform ratings on these stocks, predicting significant potential downsides based on valuations and earnings outlooks.
  • Evolution Mining, Commonwealth Bank, and Fletcher Building are perceived as risky investments currently, with potential downturns expected following recent trading updates and analyst forecasts.

The S&P/ASX 200 (ASX: XJO) index is trading in the green at Wednesday lunchtime. At the time of writing the index is 0.16% higher. It's a welcome uptick after the index fell 2.9% from an all-time peak just three weeks ago.

While the index shows signs of improving stability, there are some stocks on the index that I'm staying clear of this week. Here are the 5 stocks on my radar.

Evolution Mining Ltd (ASX: EVN)

The Evolution Mining share price has climbed 1.38% to $11.42 at the time of writing. Since August the shares have jumped just over 62%, and over the year they're a huge 143.19% higher. 

The miner has been benefitting from a surging gold price and strong financial performance. In October, the company released its update for the three months to September 2025, which revealed cord net mine cash flow of $366 million. Evolution Mining's share price gains and financial performance are impressive, but I'm concerned that stock has now run its course.

Analysts are also concerned that the ASX 200 gold stock's shares are now beyond a fair valuation. TradingView data shows that out of 19 analysts, 8 have a sell or strong sell rating, 7 have a hold rating and the remaining 4 have a buy or strong buy rating. The average target price is $10.37 which implies a potential 9.19% downside at the time of writing.

Commonwealth Bank of Australia (ASX: CBA

The CBA share price is 1.28% at the time of writing on Wednesday, at $161.31 a piece. The banking giant's shares have fallen 2.31% over the past month and are 7.41% higher than this time last year.

The latest dip follows the bank's quarterly update, posted yesterday. And I think it could be the start of the stock's highly anticipated tumble.

Analysts have a consensus sell rating on CBA shares. TradingView data shows that some expect a downside as high as 40.33% ahead at the time of writing. I'm steering clear for now.

Origin Energy Limited (ASX: ORG)

Origin shares are trading in the green in early-afternoon trade on Wednesday. At the time of writing the shares are 0.16% higher at $12.25 a piece. Over the past month the shares are 1.32% higher and over the year they're up 22.33%.

The ASX 200 energy giant has been a strong performer recently due to some M&A speculation and its strong first quarter results. But now it looks like demand for the ASX 200 energy provider is cooling. 

Analyst sentiment has shifted too. Macquarie recently confirmed its neutral rating on Origin Energy shares and raised its target price to $11.80. That implies a potential 3.7% downside ahead at the time of writing. 

Coles Group Limited (ASX: COL)

Coles shares are 0.78% higher at $22.48 at the time of writing. Over the past month they've sunk 4.59% but over the year the share price is 26.62% higher. It looks like Coles is positioning itself as the stronger market player amid an ongoing supermarket war with rival Woolworths, but I'm concerned that its share price has reached its peak.

Analyst sentiment is also shifting. Alto Capital's Tony Locantro recently said he has a sell recommendation on the stock. He sees headwinds building for Coles shares following on its strong run. 

Michael Gable from Fairmont Equities also recently said his team "can't identify sufficient catalysts to justify the share price".

Fletcher Building Limited (ASX: FBU)

The Fletcher Building share price is 0.82% higher at the time of writing at $3.06. Over the past month the shares have risen 7.54% and over the year they're 5.86% higher. But it looks like we could be in for a huge potential downside ahead.

The company recently reported ongoing declines in trading volumes for the first quarter of FY26 and expects challenging conditions to continue for the remainder of the period. 

Just last week, analysts at Macquarie placed an underperform rating on the stock and a NZ$1.59 target price. Using Fletcher Building's NZ$3.54 share price at the time of writing, this implies a huge 55.1% downside ahead.

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. 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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