Buy, hold, sell: CSL, Pinnacle, and Telix shares

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

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The three ASX shares in this article are popular options for investors. But are they buys, holds, or sells?

Let's see what analysts are saying about them right now:

CSL Ltd (ASX: CSL)

The team at Morgans thinks that this biotech giant's shares are undervalued at current levels. The broker has a buy rating and $249.51 price target on them.

Morgans thinks the current valuation of CSL shares is unjustified and is urging investors to take advantage of the weakness. It said:

Despite the majority of the business "tracking to plan", FY26 cc guidance had been downgraded (2-3% at revenue and NPATA mid-points), mainly reflecting continued declines in US influenza vaccination rates, although Chinese government cost containment affecting albumin demand was also flagged. While management is confident it can limit the impact of the latter to 1HFY26 via mitigation measures, ongoing uncertainty in the US influenza vaccine market has seen FY27-28 NPATA growth expectations moderate (to HSD from DD) and delay the demerger of Seqirus (prior FY26).

Although it remains challenging to know when US influenza vaccination rates will stabilise, we believe the risk of a permanently lower base is being over-priced, with Seqirus and Vifor marked down, with even Behring trading below peers and well under its long-term average, which we see as unjustified.

Pinnacle Investment Management Group Ltd (ASX: PNI)

This investment company's shares have fallen heavily this month and Morgans thinks investors should be buying the dip. It has upgraded Pinnacle's shares to a buy rating with a $23.21 price target.

Morgans thinks the company's first-half result was stronger than the market reaction implies. It said:

PNI's 1H26 NPAT (~A$67m, -11% on the pcp) came in -4% below consensus, but it was more in line excluding one-offs (e.g. mark-to-market investment impacts). Overall, we saw the 1H26 result as compositionally stronger than the headline numbers suggested, and positively accompanied with a move-the-dial acquisition. We reduce FY26F EPS by -7% on a softer-than-expected 1H26 "reported" result, and dilution from the PAM equity issue.

Conversely, FY27F EPS rises +8% on PAM earnings benefits and a broader review of our assumptions. Our price target falls to A$23.21 (from A$26.30). We move to a BUY recommendation (previously Accumulate) with >20% upside existing to our PT.

Telix Pharmaceuticals Ltd (ASX: TLX)

This pharmaceuticals company's shares have fallen heavily over the past 12 months.

Bell Potter thinks this is a buying opportunity for investors and sees significant upside ahead. It has a buy rating and $23.00 price target on its shares.

The broker is expecting a much better year for Telix after a challenging time in 2025. It said:

We are confident regarding the approval in CY 2026 of Zircaix following resubmission of the Biological License Application (BLA). The FDA rejected the original BLA due to CMC (chemistry manufacturing & control) matters at Telix's manufacturing partner. There were no matters related to safety or efficacy.

We expect the market for Zircaix once approved will be in excess of US$500m. The product has been included in guidelines for disease management in the US and Europe and continues to be available in the US under the expanded access program. Elsewhere, sales of Iluccix/ Gozellix in the PSMA franchise continue to grow and were recently boosted by the refresh on the pass through pricing.

Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Pinnacle Investment Management Group, and Telix Pharmaceuticals. The Motley Fool Australia has positions in and has recommended Pinnacle Investment Management Group. The Motley Fool Australia has recommended CSL and Telix Pharmaceuticals. 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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