Buy, hold, sell: Pro Medicus, BHP, CBA shares

S&P/ASX 200 Index (ASX: XJO) shares fell 0.95% last week and are up 2% over 12 months.

Let’s start the new week with some fresh ratings from the experts (courtesy The Bull). 

Pro Medicus Ltd (ASX: PME)

The Pro Medicus share price fell 4.15% to $173.95 last week.

Pro Medicus shares have been killing it over the past six months — up 32%.

Stuart Bromley from Medallion Financial Group has a buy rating on this ASX 200 healthcare share.

Bromley commented:

Pro Medicus is a global leader in medical imaging software, with its Visage platform increasingly adopted by major US hospital networks.

Revenue of $261.7 million in full year 2026 rose 22.9 per cent on the prior corresponding period. Underlying net profit after tax of $144.7 million was up 24.1 per cent.

Revenue and underlying net profit exceeded expectations, while the underlying earnings before interest and tax margin reached an exceptional 74.9 per cent. It signed 10 new contacts worth $407 million in full year 2026. It renewed six contracts on five year terms to the value of $141 million.

Recent share price weakness provides an attractive entry point into a high quality growth businesses.

BHP Group Ltd (ASX: BHP)

The BHP share price fell 7.5% last week to $62.25, well off its new record of $68.77 set last month.

Blake Halligan from Gray Perry Wealth Advisers has a hold rating on the market’s largest ASX 200 mining share. 

Halligan said:

BHP remains a high quality diversified miner with large, low cost assets and increasing exposure to copper.

The company’s fiscal year 2026 result was strong, with it generating attributable profit of $US9.8 billion, up 9 per cent on the prior corresponding period. Revenue of $US58.8 billion was up 15 per cent.

Rising copper demand from electrification and data centres support the longer term outlook, while iron ore operations remain highly competitive.

Commodity-price sensitivity and project execution risks support retaining BHP rather than increasing exposure.

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price rose 2.02% last week to $160.42 amid a financial sector rally due to better-than-expected GDP data.

Bromley has a sell rating on this ASX 200 bank share. 

He explained:

CBA remains Australia’s highest quality major bank. The company posted cash net profit after tax of $10.982 billion in full year 2026, up 7 per cent on the prior corresponding period. The full year dividend of $5.05, fully franked, is up 4 per cent.

Despite the strong result, we believe the valuation is stretched, particularly as higher interest rates weigh on housing activity and credit growth. 

CBA shares were recently trading at historically elevated valuations compared to global peers. Better valuation opportunities exist elsewhere.

The recent dividend yield of 3.16 per cent lacks appeal.

The post Buy, hold, sell: Pro Medicus, BHP, CBA 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 recommended Pro Medicus. The Motley Fool Australia has recommended BHP Group and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.