Buy, hold, sell: Brambles, CBA, and Macquarie shares

Investors have no shortage of ASX shares to choose from on the local market.

To narrow things down, let’s see what analysts are saying about three big names, courtesy of The Bull.

Are they buys, holds, or sells this week? Let’s find out:

Brambles Ltd (ASX: BXB)

The team at MPC Markets thinks that this supply chain logistics company’s shares are a sell this week.

It believes the Middle East conflict will weigh on its performance and could push its shares lower. It said:

Brambles is an integrated supply chain logistics giant. BXB lifted sales revenue by 2 per cent in the first half of 2026. Underlying profit was up 7 per cent. However, the shares have fallen from $25.27 on March 2 to trade at $22.18 on April 23. The fall has occurred since the conflict in the Middle East began on February 28. We believe the odds favour further weakness, at least in the short term, rather than a bounce to the top end of its trading range. Investors may want to consider taking some gains in uncertain and volatile times.

Commonwealth Bank of Australia (ASX: CBA)

Over at Morgans, its analysts continue to believe that CBA shares are overvalued.

This week, the broker has named Australia’s largest bank as a sell. While acknowledging its quality, it thinks better value can be found elsewhere. It said:

CBA is Australia’s strongest major bank, with a leading retail franchise and consistent profitability. However, the market fully recognises these strengths. The shares were recently trading at a significant premium, leaving limited upside as interest rate benefits fade and competition increases. While the business remains high quality, future returns are likely to be more modest, in our view. With the company’s valuation pricing in a lot of good news, we see better value elsewhere, supporting a sell view.

Macquarie Group Ltd (ASX: MQG)

The team at MPC Markets is positive on investment bank Macquarie and has named its shares as a buy this week.

It thinks the company has a bright outlook and highlights its strong track record as a reason to buy. It said:

This global financial services company operates in more than 30 markets. Businesses include asset management, banking and financial services and commodity and global markets. Its diversification appeals to investors, particularly in volatile markets. The trading desk has been a driver of growth in previous years and we suspect it will feature prominently at the company’s full year results due in May. The shares have surged from $191.53 on March 4 to trade at $229.95 on April 23. We believe the company’s outlook is bright. The company’s solid track record has stood the test of time.

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

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Motley Fool contributor James Mickleboro 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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.