Buy, hold, sell: Aristocrat, Lovisa, Bendigo Bank shares

Here's what some experts think.

| 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

S&P/ASX 200 Index (ASX: XJO) shares are down 0.21% to 8,934.2 points on Tuesday.

Among the 11 market sectors, technology is in the lead today, up 0.5%, amid a sharp rally for the sector this month.

The energy sector is the laggard, down 1% today, as the world awaits a second round of talks between the US and Iran.

Meanwhile on the The Bull this week, two experts give us their views on three ASX 200 shares.

Let's check them out.

A young woman wearing a red and white striped t-shirt puts her hand to her chin and looks sideways as she wonders whether to buy ASX shares

Image source: Getty Images

Aristocrat Leisure Ltd (ASX: ALL)

The Aristocrat share price is $48.61, down 0.6% today and down 24% over the past six months.

Dylan Evans from Catapult Wealth has a buy rating on this ASX 200 gaming share.

Evans said:

Aristocrat's share price has fallen considerably this calendar year, driven partly by the fear of artificial intelligence (AI) competition and currency related issues.

While AI does increase the risk of competition via new entrants, particularly in the online space, the highly regulated nature of the industry provides some protection for Aristocrat.

We believe any risk to Aristocrat's position is overblown, and this weakness presents an opportunity to buy a company with a strong history of earnings growth at the lower end of its historic multiples range.

Lovisa Holdings Ltd (ASX: LOV)

The Lovisa share price is $24.65, down 0.8% today and down 36% over six months.

A rebound appears underway for this ASX consumer discretionary share.

The Lovisa share price has risen 17% over the past month alone.

Christopher Watt from Bell Potter has a hold rating on Lovisa shares.

This global fashion and jewellery accessories retailer continues to deliver a strong store roll-out and resilient sales growth, supported by its global expansion strategy.

However, in our view, much of its growth is already reflected in the company's valuation, with execution risk increasing as the store base matures.

While margins remain robust and the brand continues to resonate with consumers, the pace of expansion may moderate over time.

Lovisa remains a high quality retailer, but at current levels, a more balanced risk-return profile justifies a hold rating.

Bendigo and Adelaide Bank Ltd (ASX: BEN)

The Bendigo Bank share price is $11.03, down 0.5% today and up 4% in the year to date.

Watt has a sell rating on this ASX 200 financial share, explaining:

The market responded positively to the company's third quarter trading update for fiscal year 2026.

Unaudited cash earnings were up 7.6 per cent on the first half quarterly average. The net interest margin of 1.98 per cent was up 6 basis points on the second quarter of 2026.

In our view, catalysts to drive improvement from here are limited.

The risk-reward profile lags other peers, so we would be inclined to cash in gains in this volatile environment.

Motley Fool contributor Bronwyn Allen 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 Lovisa. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool Australia has recommended Lovisa. 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

Three excited business people cheer around a laptop in the office
Broker Notes

Top brokers name 3 ASX shares to buy next week

Brokers gave buy ratings to these ASX shares last week. Why are they bullish?

Read more »

A young man looks like he his thinking holding his hand to his chin and gazing off to the side amid a backdrop of hand drawn lightbulbs that are lit up on a chalkboard.
Broker Notes

Brokers name 3 ASX shares to buy right now

Let's find out which shares top brokers are feeling bullish about this week.

Read more »

Close up portrait of happy businesswoman standing in front or leading her multi-ethnic corporate team.
Broker Notes

Morgans recommends these ASX shares as buys

Broker buy calls are not guarantees, but these three Morgans recommendations are worth a closer look.

Read more »

A young man wearing a black and white striped t-shirt looks surprised.
Broker Notes

3 ASX stocks UBS rates as a buy right now

Check out which shares the experts have their eye on.

Read more »

A smiling farmer does the thumbs up amid a field of blooming sunflowers.
Broker Notes

6 ASX shares upgraded by analysts this week

Brokers see new potential in Liontown, Evolution, and other shares this week.

Read more »

A male ASX investor sits cross-legged with a laptop computer in his lap with a slightly crazed, happy, excited look on his face while next to him a graphic of a rocket shoots upwards with graphics of stars scattered around it
Broker Notes

Bell Potter says this ASX share could rise 150%+

Here's one for investors with a high tolerance for risk.

Read more »

A father helps his son look through binoculars during a family holiday or day out in the city.
Broker Notes

What is Bell Potter's updated view on Seek and REA shares?

One is a buy while the other is a sell.

Read more »

A nervous ASX shares investor holding her hands to her face in fear.
Broker Notes

Warning! 5 ASX stocks to fall 20% or more: Experts

According to the experts' 12-month share price targets, these stocks are set to tumble.

Read more »