The S&P/ASX 200 Index (ASX: XJO) has edged slightly higher to start 2026.
However it hasn’t been smooth sailing for the entire index.
These three companies all endured a tough day yesterday, with their share prices falling between 4-7%.
Let’s see what’s behind the decline.
Mesoblast Ltd (ASX: MSB)
Mesoblast shares fell approximately 7% yesterday.Â
There was no price sensitive news out of the company.
It appears investors may have been profit taking after finishing last week on a high.
These ASX 200 shares rose almost 10% on Friday following the release of a sales update.
This pushed Mesoblast shares close to a 52-week high.
The allogeneic cellular medicines developer reported a gross revenue of US$35.1 million on Ryoncil (remestemcel-L-rknd) sales for the quarter ended 31 December 2025.
This was a 60% increase on the prior quarter ended 30 September.
Mesoblast shares have enjoyed a resurgence and are now 80% higher than mid-2025.
Experts seem to believe there’s no reason to think it will slow down.
6 analysts have a strong buy recommendation along with an average price target of $4.19 according to TradingView data.
This indicates a further upside of 47%.
DroneShield Ltd (ASX: DRO)
DroneShield shares fell approximately 4% yesterday.Â
There was no price sensitive news from the company.
This ASX 200 stock has continued its strong performance to start the year, up 25% in 2026.
It is now up more than 420% in the last 12 months as it continues to benefit from a massive increase in global defence spending amid greater geopolitical turmoil.
It seems brokers still see more upside for this ASX 200 stock as investors may be advised to take advantage of yesterday’s 4% dip.
Bell Potter has a buy rating along with a 12-month price target of $4.50.
This indicates a further 16.8% upside.
Super Retail Group Ltd (ASX: SUL)
Super Retail Group shares fell around 5% yesterday.Â
This came on the back of a trading update which included adjusted profit guidance.
The company has projected profit before tax of $172 million to $175 million, subject to its audit review.
This is down from $186 million in the prior corresponding period and $206 million a year before that.
Despite this, TradingView has a one year price target of $17.94 on this ASX 200 stock.
This indicates 20% upside after yesterday’s sell off.
The post Are these ASX 200 shares a buy after yesterday’s sell off? appeared first on The Motley Fool Australia.
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More reading
- Why 4DMedical, DroneShield, Super Retail, and Tamboran shares are falling today
- Guess which ASX 200 stock is crashing 11% on trading update
- Super Retail Group reports record H1 FY26 trading result
- Brokers rate 3 ASX All Ords shares that more than tripled in value in 2025
- These are the 10 most shorted ASX shares
Motley Fool contributor Aaron Bell 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 DroneShield and Super Retail Group. The Motley Fool Australia has positions in and has recommended Super Retail 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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