If you are thinking about buying BHP Group Ltd (ASX: BHP), Cochlear Ltd (ASX: COH), or ResMed Inc. (ASX: RMD) shares this month, then it could pay to listen to what analysts are saying about them before making your move.
Experts have named all three as holds this week, according to The Bull, but why? Let’s find out:
BHP shares
Morgans is a big fan of the Big Australian and believes it deserves its position as a core holding for resource-oriented portfolios.
However, due to recent share price strength, the broker thinks it is fairly valued and sees limited near term re-rating catalysts. As a result, it rates BHP shares as a hold. It explains:
The global miner offers broad diversification across iron ore, copper and potash, underpinned by a fortress balance sheet and a disciplined approach to capital returns. Copper provides meaningful long term exposure to the global electrification and energy transition theme, while iron ore remains the dominant near term earnings driver.
However, the macro backdrop remains uncertain, with Chinese steel demand facing structural headwinds and global growth indicators sending mixed signals. The valuation at current levels appears broadly fair, with commodity price assumptions already reflecting a reasonable medium term outlook. BHP remains a core holding for resource oriented portfolios, but with limited near term re-rating catalysts, we retain a hold recommendation.
Cochlear shares
Over at MPC Markets, its team has named Cochlear shares as a hold this week.
It highlights that the market has concerns over margins and procedure volumes. Until those concerns are resolved, MPC Markets thinks investors should sit on the sidelines. It said:
Cochlear remains a global leader in hearing implants, but the investment case has become more balanced. The shares have been under pressure after analysts re-assessed growth expectations and lowered revenue, margin and valuation assumptions. The long term demand profile remains attractive, supported by ageing populations and continued adoption of implantable hearing technology.
However, the market will need evidence that procedure volumes and margins can recover before a stronger recommendation is warranted. At these levels, investors can continue to hold, but should monitor earnings momentum and further analyst revisions.
ResMed shares
MPC Markets has also named ResMed as a hold this week.
Once again, this is partly due to concerns over margin uncertainty. Commenting on its hold recommendation, it said:
ResMed remains a high quality respiratory care business. Concerns about the impact of GLP-1 weight loss drugs have weighed on sentiment, although recent analysis suggests the big undiagnosed sleep apnoea market still provides a long runway for device demand.
The company continues to benefit from a strong mask and device portfolio, but investors were disappointed management left its fiscal year 2026 outlook unchanged after a solid third quarter result. Our hold recommendation balances the quality of the franchise against near term uncertainty around margins, competition and investor expectations.
The post Do experts rate BHP, Cochlear, and ResMed shares as buys, holds, or sells? appeared first on The Motley Fool Australia.
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Motley Fool contributor James Mickleboro has positions in Cochlear and ResMed. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Cochlear and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended BHP Group and Cochlear. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.