S&P/ASX 200 Index (ASX: XJO) shares are up 0.74% to 9,168.7 points on Tuesday.
All 11 market sectors of the ASX 200 are in the green today.
Healthcare leads the pack, up 1.1%, extending its impressive recent rebound.
ARB Corporation Ltd (ASX: ARB) is the fastest riser of the ASX 200 today, up 18% on its FY26 report.
Meanwhile, Morgans has issued some new notes on three ASX shares.
They include BHP Group Ltd (ASX: BHP) shares, which hit a new all-time high today.
Let's take a look.
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Judo Capital Holdings Ltd (ASX: JDO)
The Judo Capital share price is $1.03, up 6.4% today and down 42% over 12 months.
Judo Capital shares are the fourth fastest riser on the local bourse despite no significant announcements today.
Morgans has a buy rating on this ASX bank share after its FY26 results.
The broker said:
FY26 PBT landed towards the top end of the revised guidance range and FY27 guidance was reaffirmed offering strong earnings growth.
EPS forecasts moderated 2-6%.
The broker shaved its 12-month price target from $1.47 to $1.42.
This suggests a potential 40% upside ahead.
Healius Ltd (ASX: HLS)
The Healius share price is 43 cents, down 0.7% today and down 49% over 12 months.
Since the healthcare sector began its long-awaited rebound on 3 June, Healius shares have soared 29%.
Morgans has a hold rating on this ASX 200 healthcare share following its FY26 report.
The broker said:
FY26 results were mixed, with revenue and underlying EBITDA broadly in line, but underlying EBIT 5% below consensus and at the bottom of guidance, reflecting still-thin Pathology margins.
Encouragingly, Pathology EBIT margin improved materially in 2H, while labour costs fell 2.9% and group cost growth was contained.
Agilex was again a clear positive, with revenue and earnings growth ahead of expectations.
While FY27 EBIT guidance of A$39.7m is broadly in line with expectations, the T27 target for mid-to-high single-digit EBIT margins was extended by c18 months to Dec-28, leaving us cautious on the pace and sustainability of earnings leverage.
The broker increased its price target to 43 cents, implying the stock is fully valued.
BHP Group Ltd (ASX: BHP)
The BHP share price is $67.93, up 1.2% today and up 57% over 12 months.
BHP shares reached a new record of $68.22 in earlier trading on Tuesday.
Morgans downgraded BHP shares to a sell call after its FY26 report on 18 August.
The broker explained:
A solid FY26 result, with an upsized final dividend of US 99cps, against a share price that appears to already factor in more upside, we lower our rating to TRIM.
Metal prices were a key driver, but BHP also maintained a solid operating performance on controllable factors against a tough backdrop in FY26.
The broker reduced its 12-month price target from $59.80 to $55.30.
This suggests a potential 18% downside ahead.
