Buy, hold, sell: Aristocrat, Lovisa, Bendigo Bank shares

S&P/ASX 200 Index (ASX: XJO) shares are down 0.21% to 8,934.2 points on Tuesday.

Among the 11 market sectors, technology is in the lead today, up 0.5%, amid a sharp rally for the sector this month.

The energy sector is the laggard, down 1% today, as the world awaits a second round of talks between the US and Iran.

Meanwhile on the The Bull this week, two experts give us their views on three ASX 200 shares.

Let’s check them out.

Aristocrat Leisure Ltd (ASX: ALL)

The Aristocrat share price is $48.61, down 0.6% today and down 24% over the past six months.

Dylan Evans from Catapult Wealth has a buy rating on this ASX 200 gaming share.

Evans said:

Aristocrat’s share price has fallen considerably this calendar year, driven partly by the fear of artificial intelligence (AI) competition and currency related issues.

While AI does increase the risk of competition via new entrants, particularly in the online space, the highly regulated nature of the industry provides some protection for Aristocrat.

We believe any risk to Aristocrat’s position is overblown, and this weakness presents an opportunity to buy a company with a strong history of earnings growth at the lower end of its historic multiples range.

Lovisa Holdings Ltd (ASX: LOV)

The Lovisa share price is $24.65, down 0.8% today and down 36% over six months.

A rebound appears underway for this ASX consumer discretionary share.

The Lovisa share price has risen 17% over the past month alone.

Christopher Watt from Bell Potter has a hold rating on Lovisa shares.

This global fashion and jewellery accessories retailer continues to deliver a strong store roll-out and resilient sales growth, supported by its global expansion strategy.

However, in our view, much of its growth is already reflected in the company’s valuation, with execution risk increasing as the store base matures.

While margins remain robust and the brand continues to resonate with consumers, the pace of expansion may moderate over time.

Lovisa remains a high quality retailer, but at current levels, a more balanced risk-return profile justifies a hold rating.

Bendigo and Adelaide Bank Ltd (ASX: BEN)

The Bendigo Bank share price is $11.03, down 0.5% today and up 4% in the year to date.

Watt has a sell rating on this ASX 200 financial share, explaining:

The market responded positively to the company’s third quarter trading update for fiscal year 2026.

Unaudited cash earnings were up 7.6 per cent on the first half quarterly average. The net interest margin of 1.98 per cent was up 6 basis points on the second quarter of 2026.

In our view, catalysts to drive improvement from here are limited.

The risk-reward profile lags other peers, so we would be inclined to cash in gains in this volatile environment.

The post Buy, hold, sell: Aristocrat, Lovisa, Bendigo Bank shares appeared first on The Motley Fool Australia.

More reading

• 2 ASX growth stocks to buy now and hold until 2036
• Experts name 3 ASX 200 tech shares to buy now
• Are these the best ASX growth shares to buy and hold for 10 years?
• 2 high-quality ASX stocks to buy and hold long term
• Down 20%, are these ASX gaming stocks ready to surge?

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 Lovisa. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool Australia has recommended Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.