Yesterday was mostly a stellar day for the S&P/ASX 200 Index (ASX: XJO).
Australia's benchmark index rose a strong 1.66%.
However two ASX 200 stocks that didn't share the success yesterday were Computershare Ltd (ASX: CPU) and ResMed Inc (ASX: RMD).
These ASX 200 shares fell 3.3% and 4.7% respectively.
Following this sell-off, it could be an opportunity for investors to enter at a more attractive price.
Here's what experts are saying.
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Computershare Ltd (ASX: CPU)
Computershare suffered a 3.3% fall yesterday following the company's 1H FY26 Results.
It is an Australian financial administration company offering global services in corporate trusts, stock transfers, and employee share plans.
The company reported:
- Management revenue up 3.9% compared to 1H FY25
- Management EPS rose 3.9% to 72.2 US cents
- ROIC exceeded 36%
- Margin income of $372.9 million, down 5.4%
- Interim dividend lifted to 55 AU cents per share (30% franked), up 22% on last year
Overall, this appeared to be a strong result.
Even more positive, is the balance sheet strength and upgraded FY26 guidance from the ASX 200 company.
However investors were apparently expecting more.
Following yesterday's drop, it now sits close to its 52-week low at $31.29 per share.
It is down roughly 25% from this time last year.
The ASX 200 stock now appears to be undervalued.
Analysts at Citi placed a buy rating on this battling industrials stock in January.
This came with a price target of $39.60.
From yesterday's closing price, that indicates an upside of approximately 26.5%.
ResMed Inc (ASX: RMD)
ResMed shares also struggled yesterday, falling 4.7%.
The company develops, manufactures, and distributes medical devices – such as flow generators, CPAP masks, and accessories – and cloud-based software applications that diagnose, treat, and manage a range of respiratory disorders including sleep apnea, chronic obstructive pulmonary disease (COPD), and neuromuscular disease.
It closed yesterday at $36.79, which is well below recent targets from brokers.
Ord Minnett currently has a buy rating and $43.70 price target on ResMed shares.
Elsewhere, Morgans has a buy rating and price target of $47.73 thanks to the company's second-quarter FY2026 results, which beat expectations across the board.
ResMed delivered double-digit growth in revenue and earnings, expanded its gross margins, and generated strong cash flow.
Due to improved operating leverage, Morgans has slightly increased its earnings forecasts and valuation for the company.
From yesterday's closing price, the updated target from Morgans indicates an upside potential of almost 30%.
