Buy, hold, sell: NextDC, WiseTech Global, and CBA shares

Do analysts rate these giants as buys? Let's find out.

| More on:

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

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

To narrow things down, let's see what analysts are saying about three popular shares, courtesy of The Bull. Here's what they are recommending:

A male sharemarket analyst sits at his desk looking intently at his laptop with two other monitors next to him showing stock price movements

Image source: Getty Images

Commonwealth Bank of Australia (ASX: CBA)

The team at Red Leaf Securities has been looking at the shares of banking giant CBA.

While the equity specialist acknowledges that CBA is Australia's highest quality bank, its credit quality is strong, and its half-year results were ahead of expectations, it believes its shares are fully valued. As a result, it has put a hold rating on them. It explains:

CBA remains the highest quality bank, supported by scale, technology leadership and a dominant retail franchise. Credit quality is stable, arrears are contained and capital levels are strong. Recent half year results in fiscal year 2026 beat expectations, which the market welcomed. However, much of this quality is already reflected in its premium valuation.

With loan growth moderating and net interest margins normalising, earnings growth is likely to be steady as opposed to spectacular. The dividend supports total returns, making it a reliable core holding. Upside is limited at current prices. However, existing investors should maintain exposure, while new capital may find better growth or valuation opportunities elsewhere.

Nextdc Ltd (ASX: NXT)

Over at EnviroInvest, its analysts are positive on this data centre operator and have named it as a buy this week.

The investment company believes structural demand and execution momentum are reasons to buy. It said:

NextDC develops and operates data centres across Australia. Net revenue of $189.2 million in the first half of fiscal year 2026 rose 13 per cent on the prior corresponding period. Underlying EBITDA of $9.9 million was up 9 per cent. NXT sources renewable energy for its facilities and designs highly efficient cooling systems, reducing carbon intensity per megawatt. Digital infrastructure is energy intensive, but efficient operators are poised to benefit. Structural demand and execution momentum, in our view, support further upside.

WiseTech Global Ltd (ASX: WTC)

Finally, Red Leaf Securities has named WiseTech shares as a buy this week.

It highlights that the tech stock has a structurally de-risked path to margin expansion. It explains:

WTC develops and provides software solutions to the global logistics industry. Artificial intelligence (AI) continues to be embedded across its software, which is likely to cut 2000 jobs in fiscal years 2026 and 2027. AI enhances productivity across CargoWise logistics datasets and global integrations. First half revenue in fiscal year 2026 exceeded expectations. Synergies from e2open were delivered 18 months early and customer retention remains about 99 per cent. With dominant network effects across more than 190 countries, improving cost discipline and scalable growth opportunities, WiseTech offers a structurally de-risked path to margin expansion.

Motley Fool contributor James Mickleboro has positions in Nextdc and WiseTech Global. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Broker Notes

A smiling woman holds a Facebook like sign above her head.
Broker Notes

5 ASX shares scoring upgraded ratings this week

Experts have raised their ratings on JB Hi-Fi, Beach Energy, Amcor, and others this week.

Read more »

A man sitting at his dining table looks at his laptop and ponders the share price.
Broker Notes

Down 65%: Is this ASX 300 stock a cheap buy?

This stock has been sold off. Has this created a buying opportunity? Let's see what Bell Potter is saying.

Read more »

Three guys in shirts and ties give the thumbs down.
Broker Notes

5 ASX All Ords shares downgraded by brokers this week

Brokers have reduced their ratings on PLS Group, Fortescue, Webjet, and others this week.

Read more »

A man sits in contemplation on his sofa looking at his phone as though he has just heard some serious or interesting news.
Broker Notes

Does Ord Minnett rate Goodman shares as a buy, hold, or sell?

The broker has been looking at a big agreement signed this month.

Read more »

Red sell button on an Apple keyboard.
Broker Notes

Sell alert! Why this expert is calling time on Westpac shares

A leading analyst delivers his verdict on Westpac shares.

Read more »

A woman wearing a black and white striped t-shirt looks to the sky with her hand to her chin, contemplating buying ASX shares.
Broker Notes

Buy, hold, sell: Minerals 260, 4DMedical, Karoon Energy shares

Two experts share their latest ratings and opinions on three ASX shares.

Read more »

Two mining workers in orange high vis vests walk and talk at a mining site.
Resources Shares

Morgans tips 1 ASX mining share to rip — and 1 to avoid — in 2026

Morgans has revised its ratings on an ASX 200 lithium share and an ASX 200 gold stock.

Read more »

Woman and man calculating a dividend yield.
Broker Notes

What is Morgans saying about Stanmore Resources and Suncorp shares after results?

Are these shares a buy, hold, or sell?

Read more »