Buy, hold, sell: Northern Star, Telix, and Virgin Australia shares

Let's see if they are bullish or bearish on these names.

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Are you looking for ASX shares to buy after this month's market weakness?

Well, if you are, let's see what analysts are saying about the popular shares in this article, courtesy of The Bull.

Are they buys, holds, or sells? Let's find out:

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Image source: Getty Images

Northern Star Resources Ltd (ASX: NST)

This gold miner's shares have been named as a buy by the team at MPC Markets.

It highlights that while it owns one of the best gold assets in the world, it has been disappointed with its operational performance. It explains:

The gold company has been punished for downgrading gold production. Mechanical and equipment issues at its flagship Kalgoorlie operation have been frustrating, and the market has lost patience. However, Northern Star still owns one of the best gold assets in the world and its long term reserve base is intact.

The conflict in Iran has also generated indiscriminate selling in gold miners that history tends to show as a buying opportunity. Operational problems are temporary and we expect the gold price to improve moving forward.

Telix Pharmaceuticals Ltd (ASX: TLX)

MPC Markets is a lot more positive on the radiopharmaceuticals company and has named it as a buy this week.

It is feeling optimistic that Telix may finally be granted FDA approval for Pixclara this year. It commented:

The company's prostate imaging agent is generating strong sales in the United States. The near term story is about brain cancer imaging. The company recently re-submitted its drug application to the US Food and Drug Administration (FDA) for Pixclara, an imaging agent for a particularly aggressive form of brain cancer.

The FDA has given it priority status, and Telix has gone through a formal meeting to address every question raised in its previous application. In our view, a re-submission isn't a setback, but the last step before approval. We believe the market isn't pricing in the benefits of a potentially successful FDA outcome.

Virgin Australia Holdings Ltd (ASX: VGN)

Over at Catapult Wealth, it has put a hold rating on this airline operator's shares.

While it was pleased with its strong performance during the first half, it is concerned about rising expenses. It explains:

The Australian airline delivered a strong result in the first half of fiscal year 2026, with underlying earnings before interest and tax increasing by 11.7 per cent to $490 million. Revenue per available seat kilometre (RASK) was up 6.4 per cent. The group's transformation program delivered more than $200 million in gross benefits.

The company has now exhausted tax losses and will begin paying tax, with franking credits at $94 million. While demand and yields remain supportive, rising expenses suggest a balanced hold stance.

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 Telix Pharmaceuticals. The Motley Fool Australia has recommended 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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