Buy, hold, sell: DroneShield, Regis Resources, and Suncorp shares

Let's see what analysts are saying about these popular shares.

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There are a lot of ASX shares out there for investors to choose from.

So, to narrow things down, let's take a look at three popular shares and see if analysts currently rate them as buys, holds, or sells.

Here's what they are saying:

DroneShield Ltd (ASX: DRO)

The team at Bell Potter remains very positive on this counter-drone technology company's shares.

Despite them rising very strongly over the past 12 months, the broker believes they are undervalued compared to its global drone peer group. Bell Potter has a buy rating and $5.00 price target on its shares. It said:

We believe DRO has a market leading RF detect/defeat C-UAS offering and a strengthening competitive advantage owing to its years of battlefield experience and large and focused R&D team. We expect 2026 will be an inflection point for the global C-UAS industry with countries poised to unleash a wave of spending on RF detect and defeat solutions.

Consequently, we believe DRO should see material contracts flowing from its $2.1b potential sales pipeline over the next 3-6 months as defence budgets roll over to FY26e. At 47x CY26e EV / EBITDA, DRO trades at a 28% discount to the global drone peer group. Further, we see upside risk to our revenue forecasts in CY26/27e, given the opportunities observed in the C-UAS industry.

Regis Resources Ltd (ASX: RRL)

Morgans has been looking at this gold miner's shares following its quarterly update. While it was a record quarter of cash generation, the broker thinks its shares are fully valued and has retained its hold rating with an improved price target of $8.05. It said:

RRL delivered a strong 2Q26, with group gold production of 96.6koz Au supporting record quarterly cash and bullion generation of A$255m, lifting the balance to A$930m. The result was underpinned by stable performance at Duketon, a sharp uplift in gold sales at Tropicana and continued strength in spot gold prices. We maintain our HOLD rating, and price target of A$8.05ps (previously A$6.17ps) with the uplift a function of our updated precious metals price deck.

Suncorp Group Ltd (ASX: SUN)

A third ASX share that brokers have been looking at is insurance giant Suncorp. The broker believes there are heightened earnings risks for investors to consider. As a result, it has put a hold rating and $20.50 price target on its shares. It said:

Post the update, we have downgraded our FY26 EPS estimate by a significant 12%. Even then, we highlight heightened earnings risk for the rest of FY26 and potentially into FY27. For the moment, our EPS estimates for FY27 and FY28 have been downgraded only by a nominal 0.1% for both years. ‍ Between weather-related volatility and an industry-wide slowdown in premium rate growth, the outlook for Suncorp (and its peers) remains challenging. This leads Ord Minnett to cut its target price on Suncorp to $20.50 from $22.50, and maintain its Hold recommendation despite the apparent value on offer.

Motley Fool contributor James Mickleboro 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 DroneShield. 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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