Buy, hold, sell: Macquarie, Boss Energy, CBA shares

The market looks set to endure a sixth consecutive day in the red.

S&P/ASX 200 Index (ASX: XJO) shares are down 0.8% to 8,697.6 points at the time of writing on Tuesday.

The market looks set to endure a sixth consecutive session in the red despite news of Iran offering the US a new peace deal.

Analysts at Trading Economics said:

Tehran reportedly signaled via Pakistan that hostilities could cease if Washington lifted its naval blockade, agreed to a revised framework governing transit through Hormuz, and provided assurances against future military action.

The US has expressed skepticism toward the proposal and is expected to respond with counteroffers in the coming days, with Iran's nuclear program continuing to be a key point of contention.

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

Let's check them out.

A man rests his chin in his hands, pondering what is the answer?

Image source: Getty Images

Macquarie Group Ltd (ASX: MQG)

The Macquarie share price is $231.150, down 0.4% today and up 16% over the past month.

Jonathan Tacadena from MPC Markets has a buy rating on this ASX 200 bank share.

Tacadena likes Macquarie's diversified business operations across more than 30 markets.

Its diversification appeals to investors, particularly in volatile markets. The trading desk has been a driver of growth in previous years and we suspect it will feature prominently at the company's full year results due in May.

We believe the company's outlook is bright. The company's solid track record has stood the test of time.

Macquarie is scheduled to release its full-year FY26 results on next Friday, 8 May.

Boss Energy Ltd (ASX: BOE)

The Boss Energy share price is $1.59, up 1% today and down 43% over the past 12 months.

Tacadena has a hold rating on this ASX 200 uranium share. 

The analyst said: 

Boss has cut production guidance at its Honeymoon operation in South Australia from 1.6 million pounds drummed to between 1.4 million and 1.45 million pounds drummed.

Heavy rain had impacted third quarter production in 2026 by restricting site access and limiting the delivery of goods required for production.

The share price fell on the news, but bounced in the following days, indicating the lows may be in for BOE and downside risk is lower for now.

Any good news moving forward should reward patient investors.

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price is $171.77, down 0.8% today and up 7% in the year to date.

Damien Nguyen from Morgans has a sell rating on the market's biggest company.

Nguyen said: 

CBA is Australia's strongest major bank, with a leading retail franchise and consistent profitability. However, the market fully recognises these strengths.

The shares were recently trading at a significant premium, leaving limited upside as interest rate benefits fade and competition increases.

While the business remains high quality, future returns are likely to be more modest, in our view.

With the company's valuation pricing in a lot of good news, we see better value elsewhere, supporting a sell view.

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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. 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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