Buy, hold, sell: Commonwealth Bank, Goodman Group, CSL shares

Let's start the week with some new ratings from the experts. 

S&P/ASX 200 Index (ASX: XJO) shares rose 0.37% last week and are up 4.2% in the calendar year to date (YTD).

Today is the final day of earnings season.

We will hear from Michael Hill International Ltd (ASX: MHJ) and Monash IVF Group Ltd (ASX: MVF) today.

Meanwhile, if you're keeping an eye on dividend opportunities, there are 37 ASX shares going ex-dividend this week.

Let's start the day with some new ratings from the experts (courtesy The Bull). 

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

CSL Ltd (ASX: CSL)

CSL shares rose 2.39% to $172.32 apiece last week, and are up 0.2% in the YTD.

Damien Nguyen from Morgans has a buy rating on this ASX 200 healthcare share. 

Nguyen said: 

CSL is a global healthcare leader with strong competitive advantages across plasma therapies, vaccines and specialty medicines.

Demand for its products remain largely independent of economic conditions.

In our view, the latest full year result in 2026 is generating confidence that repeated earnings downgrades are behind CSL.

With defensive earnings, global market leadership and attractive long term growth prospects, we view CSL as an appealing investment opportunity.

Goodman Group (ASX: GMG)

The Goodman Group share price rose 2.38% to $27.92 last week, and is down 9% for the YTD.

Jonathan Tacadena from MPC Markets has a hold rating on this ASX 200 property share. 

Tacadena said: 

Goodman Group is a global industrial property and data centre developer. It delivered an operating profit of $2.675 billion in full year 2026, up 15.7 per cent on the prior corresponding period.

Data centres drove work in progress to $19.7 billion across 50 projects in 12 countries.

Property investment income of $722.1 million was up 7 per cent. Occupancy remained high at 95.6 per cent.

The company is targeting earnings per share growth of 9 per cent in full year 2027.

Earnings momentum and management quality justify holding the position.

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price fell 0.47% to $157.25 last week, and is down 2% for the YTD.

Nguyen has a sell rating on this ASX 200 bank share, and said:

The CBA continues to deliver resilient earnings, strong capital levels and industry leading returns, reinforcing its position as Australia's premier banking franchise.

However, the earnings growth outlook remains relatively modest as intense competition and margin pressure possibly weigh on profitability.

Despite these headwinds, the stock trades at a significant premium to its peers and historical valuations.

With limited scope for earnings upgrades, we believe the share price leaves little room for disappointment.

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 CSL and Goodman Group. The Motley Fool Australia has recommended CSL and Goodman Group. 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

Two colleagues looking at a graph and comparing share prices.
Broker Notes

Buy, hold, sell: Orica, Bank of Queensland, Megaport shares

Morgans has just released new notes and ratings on these 3 ASX 200 shares.

Read more »

A little girl wearing wonky glasses checks out what's happening in the world on a mobile phone.
Broker Notes

Buy, hold, sell: IDP Education, Macmahon Holdings, Transurban shares

Let's check out some new ratings on ASX shares today.

Read more »

Couple using their digital tablet together.
Broker Notes

Why this top broker is buying Charter Hall, Soul Patts, and Wesfarmers shares

Let's see why Bell Potter is recommending a shift to quality shares.

Read more »

Stethoscope and a pen on a laptop.
Broker Notes

Macquarie tips an 8% dividend yield and 46% share price gain for this stock

This health stock is looking undervalued, the broker says.

Read more »

Couple looking at their phone surprised, symbolising a bargain buy.
Broker Notes

AGL, Cochlear, WiseTech shares: Buy, hold, sell

Find out what brokers expect next for these ASX shares.

Read more »

A jockey gets down low on a beautiful race horse as they flash past in a professional horse race with another competitor and horse a little further behind in the background.
Broker Notes

Top broker says this ASX stock could rise 70%

This media stock looks like a bargain, the broker says.

Read more »

A woman in a red dress holding up a red graph.
Broker Notes

2 ASX stocks Bell Potter says could rise 95% and 114%

These two very different technology stocks have had good news recently.

Read more »

Four young friends on a road trip smile and laugh as they sit on roof of their car.
Broker Notes

4 ASX shares tipped by brokers to return 18% to 96%

Brokers have a buy or strong buy rating on all these ASX shares.

Read more »