Buy, hold, or sell? Life360, Iress, Lynas Rare Earths shares

Experts reveal their views.

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S&P/ASX 200 Index (ASX: XJO) shares are in the red on Thursday amid no signs of progress with the Iran conflict.

US President Donald Trump said the ceasefire would remain in place pending a revised peace proposal from Iran.

ASX 200 shares are trading at 8,818.5 points, down 0.3%, at the time of writing.

Meanwhile on The Bull this week, two experts have run the ruler over three ASX 200 shares.

Let's check out their assessment.

A young man wearing a bright yellow jumper and glasses purses his lips together and moves them to the side of his face as he wonders about something.

Image source: Getty Images

Life360 Inc (ASX: 360)

The Life360 share price is $22.31, up 2.9% today and down 53% over the past six months.

LIfe360 is an information technology company that provides a mobile tracking app for families.

Christopher Watt from Bell Potter has a buy rating on this ASX 200 technology share.

Watt explains:

The company offers a compelling growth story driven by its unique position at the intersection of safety, connectivity and subscription-based monetisation.

The integration of hardware and software ecosystems provide options for further monetisation, while operating leverage is beginning to emerge.

Given strong top line momentum, expanding margins and the recent sell-off in line with the broader technology sector, Life360 presents an attractive risk-reward profile, particularly at current levels.

Lynas Rare Earths Ltd (ASX: LYC)

The Lynas Rare Earths share price is $18.84, down 4.4% today and up 54% in the year to date (YTD).

Lynas is an Australian miner that operates a mining and concentration plant in Western Australia and a processing plant in Malaysia.

Dylan Evans from Catapult Wealth has a hold rating on this ASX 200 rare earths share.

Evans said:

Lynas remains one of the few rare earths producers outside China, and the strategic value of its Australian location has only become more obvious in the shadow of the war in Iran.

The recent 10-year renewal of the company's Malaysian operating licence provides further certainty, particularly as the Malaysian Government has left uncertainty in the past.

Sustaining the company's demanding valuation is a challenge, with much of its future potential priced into the share price at recent levels, in our view.

Iress Ltd (ASX: IRE)

The Iress share price is $7.04, down 1.7% today and down 21% over the past six months.

Iress sells financial market and wealth management software across Australia, Asia, Canada, and the UK.

Evans has a sell rating on this ASX 200 tech share.

The analyst said:

The recurring subscription model has always been attractive, delivering reliable and consistent earnings over several decades.

However, other competitors are emerging and could challenge IRE's all-in-one model with a solution built from smaller offerings.

This may challenge IRE's long term market share.

Evans points out that the Iress share price has fallen from $9.68 in November to where it is today — a 27% drop.

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 Life360. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. The Motley Fool Australia has positions in and has recommended Life360. 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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