The S&P/ASX All Ordinaries Index (ASX: XAO) is 0.22% higher at 9,151 points, as earnings season continues on Tuesday.
Here, we canvas the views of two experts on three ASX All Ords shares within the consumer staples, utilities, and healthcare sectors.
One is a buy, one is a hold, and one is a sell.
Let's review.
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Bubs Australia Ltd (ASX: BUB)
Bubs Australia shares are steady at 13 cents per share on Tuesday.
The share price of this milk producer has risen 8.3% over the past 12 months.
Shaw and Partners has a buy rating on the ASX consumer staples share.
Bubs released its 2Q FY26 quarterly activities report on 30 January.
The company reported 2Q FY26 net revenue of $29.9 million, up 17%, and 1H FY26 net revenue of $55.5 million, up 14.3%.
After reviewing the report, Shaw and Partners lowered its 12-month price forecast from 20 cents to 17 cents per share.
The broker said:
[The] 2Q FY26 quarterly activities report highlighted another strong quarter of sales in the USA, and ongoing inventory issues plus some challenging conditions in Australia, China, and ROW.
The company remains confident of receiving permanent FDA approval and noted the FDA has no further questions on the clinical trial component of its submission at this time.
Conditions in Australia/China/ROW should improve in 2H26.
We have adjusted our BUB forecasts to incorporate the 2H26 quarterly.
Given the expected TSR [total shareholder return] of circa 31%, we rate the stock a BUY.
Origin Energy Ltd (ASX: ORG)
The Origin Energy share price is $11.01, down 1.1% today and up 8.8% over the past 12 months.
In a new note, Ord Minnett maintains a hold rating on this ASX utilities share.
The broker lifted its share price target from $10.80 to $11, implying the stock is fully valued today.
Ord Minnett said:
… we remain cautious on Origin given the headwinds we see – increased capital expenditure to maintain APLNG production, ongoing bad debt problems at Octopus, weaker wholesale electricity pricing, and a likely fall in spot LNG prices – and remain at Hold.
4DMedical Ltd (ASX: 4DX)
4DMedical shares are $3.45 apiece, down 0.4% today.
The respiratory imaging technology company has enjoyed a stunning share price growth of 562% over the past year.
On The Bull this week, Tony Paterno from Ord Minnett explained the broker's sell rating on the rocketing ASX healthcare share.
Paterno said:
In our view, there's a growing disconnect between 4DX's valuation and the uncertainty around near term CT:VQ revenue generation.
While we remain positive on 4DX's technology, we pull back to a sell recommendation on valuation grounds.
