Buy, hold, sell: Sigma Healthcare, CSL, and Lynas shares

If you have space in your portfolio for some new additions, it could be worth hearing what analysts are saying about the ASX shares in this article, courtesy of The Bull.

Let’s see if they are buys, holds, or sells right now:

CSL Ltd (ASX: CSL)

The team at MPC Markets rates this biotechnology giant as a hold despite its significant pullback. However, it thinks investors should be keeping a close eye on CSL’s progress as it does have a strong track record. It explains:

Uncertainty continues to surround this biopharmaceutical giant after the share price plunged following its 2025 results. It recently cut revenue and profit growth forecasts for fiscal year 2026. Its Seqirus influenza vaccines division is under pressure from a decline in vaccination rates in the US. However, plans to reduce fixed costs and enhance efficiencies were initially earmarked to save more than $500 million by fiscal year 2028.

The company is undertaking a buy-back program of up to $750 million in fiscal year 2026. CSL shares have fallen from $271.32 on August 18 to trade at $178.82 on November 19. At these levels, we suggest holding CSL and monitor performance of a company that has a solid track record of performance over the longer term.

Lynas Rare Earths Ltd (ASX: LYC)

Over at Ord Minnett, its analysts think this rare earths producer’s shares are expensive and that investors should be hitting the sell button. They said:

Lynas is the only significant producer of separated rare earths materials outside of China. Gross sales revenue of $200.2 million in the first quarter of fiscal year 2026 was up on the prior quarter and the prior corresponding period, but missed consensus. The shares have fallen from $21.64 on October 15 to trade at $15.51 on November 19. In our view, the shares remain overvalued, so investors may want to consider cashing in some gains.

Sigma Healthcare Ltd (ASX: SIG)

One ASX share that Ord Minnett is positive on its Sigma Healthcare. It has put a buy rating on the Chemist Warehouse owner’s shares.

The broker is very positive on the company’s outlook due to its international expansion and private label strategy. It explains:

The healthcare giant reported normalised earnings before interest and tax of $834.5 million in fiscal year 2025, up 41.4 per cent on the prior corresponding period. Beyond the strong earnings, SIG’s result was underpinned by operating cashflow of $599 million, better than expected net debt of $752 million and a positive outlook. SIG has started strongly in fiscal year 2026, with Chemist Warehouse posting double-digit network sales growth and an upgraded synergies target. Furthermore, we continue to expect upside via the international rollout and private label strategies.

The post Buy, hold, sell: Sigma Healthcare, CSL, and Lynas shares appeared first on The Motley Fool Australia.

More reading

• Leading analysts name 3 ASX 200 titans to buy today
• Analysts name 3 ASX shares to sell now
• Top 10 most-traded ASX shares last week
• What’s going on with Lynas Rare Earths shares today?
• Is the 2025 ASX share selloff your chance to buy generational bargains?

Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.