Buy, hold, sell: Catapult Sports, Amcor, Transurban shares

Here's what Arthur Garipoli from Dolphin Partners thinks of these 3 ASX 200 shares.

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S&P/ASX 200 Index (ASX: XJO) shares closed 0.51% lower at 8,778.7 points on the final trading day of FY26. 

This week on The Bull, Arthur Garipoli from Dolphin Partners shared his thoughts and ratings on three ASX 200 shares. 

Let's take a look. 

Broker looking at the share price.

Image source: Getty Images

Catapult Sports Ltd (ASX: CAT)

The Catapult Sports share price closed at $3.11, up 4.71%, on Tuesday.

The ASX 200 tech share fell 47.6% over FY26, trading between a 52-week low of $2.74 and a high of $7.72. 

Garipoli has a buy rating on Catapult Sports shares. 

He explained: 

This global sports technology company develops wearable tracking, analytics and software solutions to help teams monitor athletes and optimise performance. 

The recent report for full year 2026 produced outstanding numbers on most metrics.

Record revenue of $US140.7 million was up 19 per cent year-on-year and management EBITDA of $US24.7 million increased 67 per cent.

Annualised contract value of $US133.8 million was up 28 per cent with high customer retention rates.

The company enters fiscal year 2027 with a broader product suite and recent acquisitions position the company for further growth.

Recent share price declines post the result make for an attractive entry point.

Amcor CDI (ASX: AMC)

The Amcor share price finished yesterday's session at $62.57, up 0.42%.

The ASX 200 materials share fell 11.9% over FY26, trading between a 52-week low of $51.20 and a high of $76.40. 

Garipoli gives Amcor shares a hold rating.

He said: 

Third quarter earnings for this global packaging giant in fiscal year 2026 were largely in line with expectations.

A downgrade in underlying earnings per share guidance was better than the market had expected.

The share price has been weaker on softer volumes and higher input costs, but the end of the conflict in the Middle East should be a positive for AMC. 

In our view, the share price offers potential upside from current levels.

Transurban Group (ASX: TCL)

The Transurban share price closed at $14.38 on Tuesday, down 2.24%. 

The market's largest ASX 200 industrials share by market capitalisation rose 2.9% over FY26, trading between a 52-week low of $13.21 and a high of $15.62.  

Garipoli has a sell rating on Transurban shares. 

He commented: 

The toll road operator lifted group traffic by just 0.1 per cent in May 2026 when compared to the prior corresponding period.

The company also announced a divestment from the Montreal market after agreeing to sell its remaining 50 per cent stake in the A25 road.

The stock was recently trading near all-time highs. However, in our view, the stock isn't factoring in potentially weaker traffic volumes and higher interest rates. 

It may be prudent to take profits on any share price strength.

 

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 Catapult Sports and Transurban Group. The Motley Fool Australia has positions in and has recommended Amcor Plc, Catapult Sports, and Transurban 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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