Buy, hold, sell: Aristocrat, CBA, and Life360 shares

If you are on the lookout for some new portfolio additions in December, then read on!

That’s because analysts have just given their verdict on three popular ASX shares, courtesy of The Bull. Here’s what they are saying about these shares:

Aristocrat Leisure Ltd (ASX: ALL)

The team at Medallion Financial Group is positive on this gaming technology company and has named it as a buy.

It highlights that its share buyback program signals management confidence in value creation. It said:

Aristocrat remains a high quality global gaming leader with strong intellectual property, dominant market share in North American gaming operations and a large base of recurring digital revenue supporting its long term resilience. Its $750 million share buy-back program adds support to earnings and signals management confidence in value creation. The company generated revenue growth of 11 per cent in full year 2025 when compared to the prior corresponding period. Net profit after tax was up 9.4 per cent.

Commonwealth Bank of Australia (ASX: CBA)

As with almost every broker, Medallion isn’t recommending investors buy Australia’s largest bank. It has named CBA as an ASX share to sell.

Although it acknowledges its quality, it feels that its shares are expensive at 25 times earnings and with a below average dividend yield. It said:

While the CBA remains a solid business over the long term, the share price looks expensive at current levels. Recently trading on a price/earnings ratio of about 25 times and a modest dividend yield of about 3.15 per cent, its valuation sits well above global peers.

Also, the company recently suffered its worst sell-off in four years following the release of first quarter results in fiscal year 2026, which flagged higher operating costs, a weaker net interest margin (NIM) and a lower-than-expected common equity tier 1 capital ratio of 11.8 per cent, which is still above the Australia Prudential Regulation Authority minimum of 10.25 per cent.

Life360 Inc. (ASX: 360)

Finally, Medallion is a fan of this location technology company. However, it isn’t enough to rate Life360 shares as a buy just yet.

It has named it as a hold but also recommends investors accumulate this quality growth stock while they are down. It said:

Life360 is the leading family safety and location sharing platform across the US, UK and Australia. It operates a capital-light, highly scalable subscription model with growing ad partnerships. Despite recent share price weakness tied to investor concerns about its $US120 million acquisition of Nativo amid a rotation out of technology stocks into defensive companies, the business fundamentals of Life360 remain strong.

Revenue is growing at an impressive pace, subscriber numbers continue to accelerate and management has upgraded full year guidance. We view current share price levels as an attractive opportunity to at least hold or accumulate a quality growth business with a long runway ahead.

The post Buy, hold, sell: Aristocrat, CBA, and Life360 shares appeared first on The Motley Fool Australia.

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• Why these ASX 200 shares crashed 10%+ in November
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• 3 ASX growth shares that could be future giants

Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. 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.