Buy, hold, sell: SKS Technologies, Yancoal, Wesfarmers shares

S&P/ASX 200 Index (ASX: XJO) shares are up 0.14% to 8,808.6 points on Monday afternoon. 

The fastest rising ASX 200 shares today are 4D Medical Ltd (ASX: 4DX), up 10%, and Deep Yellow Ltd (ASX: DYL), up 7.3%.

Among the biggest fallers are Alcoa Corporation CDI (ASX: AAI), down 3.8%, and Pexa Group Ltd (ASX: PXA), down 3.6%.

Let’s check out 3 shares with new ratings from the experts today (courtesy The Bull). 

SKS Technologies Group Ltd (ASX: SKS)

The SKS Technologies share price is $7.95, down 5% today but up 250% over 12 months.

Mark Elzayed from Investor Pulse has a buy rating on this ASX 200 industrials share. 

He said: 

SKS specialises in electrical technologies and digital infrastructure. It offers services across audio visual, communications and electrical solutions in Australia.

In our view, it’s a compelling buy in response to Australia’s data centre electrification boom.

Sales revenue rose 13.6 per cent in the first half of 2026 when compared to the prior corresponding period, while profit before tax increased 52.8 per cent. EBITDA was up 42.9 per cent.

The company is forecasting full year revenue of $340 million in full year 2026 at a profit before tax margin of 10 per cent.

The forecast is underpinned by a robust order book and the Delta Elcom acquisition expanding its Sydney data centre footprint and representing a significant percentage of the domestic market.

Yancoal Australia Ltd (ASX: YAL)

The Yancoal share price is $5.69, up 6.1% today and down 6.5% over 12 months.

The coal producer is the third fastest-rising share of the ASX 200 today.

Elzayed has a hold rating on this ASX 200 energy share. 

He explained:  

Yancoal is balancing strong fundamentals against a near term overhang.

In April, YAL announced it would acquire 80 per cent of the Kestrel metallurgical coal mine in the Bowen Basin for $US2.4 billion. The acquisition is accretive over the long term, but adds leverage.

Diesel cost inflation threatens to push 2026 unit costs toward the top end of its guidance range.

Consensus targets of about $7.02 on July 15 imply upside, but integration and coal price risks argue for holding the stock rather than adding.

Wesfarmers Ltd (ASX: WES) 

The Wesfarmers share price is $92.64, down 0.2% today and up 10.6% over 12 months.

Tony Locantro from Alto Capital has a sell rating on the ASX 200’s largest consumer discretionary share.

He said:

The company delivered a strong first half result in full year 2026, reporting net profit after tax of $1.603 billion, up 9.3 per cent, reflecting continued earnings growth across its retail portfolio amid disciplined operational execution.

Despite these strong fundamentals, much of the company’s quality and long term growth outlook appear fully reflected in its premium valuation.

While Wesfarmers remains an outstanding long term business, future upside may be constrained by elevated market expectations.

Given the strong share price performance and demanding valuation, the current risk-reward balance supports taking profits at current levels.

The post Buy, hold, sell: SKS Technologies, Yancoal, Wesfarmers shares appeared first on The Motley Fool Australia.

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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 Wesfarmers. The Motley Fool Australia has recommended Sks Technologies Group and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.