S&P/ASX 200 Index (ASX: XJO) shares rose 0.4% last week and are down almost 2% over 12 months.
Let’s start the new week with some fresh ratings from the experts (courtesy The Bull).
ResMed Inc (ASX: RMD)
The Resmed share price is $32.85, up 0.8% today and down 21% over 12 months.
Blake Halligan from Gray Perry Wealth Advisers has a buy rating on this ASX 200 healthcare share.
Halligan said:
ResMed is a global leader in treating sleep apnoea and in respiratory care devices, with a growing digital health ecosystem that supports long term recurring revenue.
Revenue increased 8 per cent in constant currency in full year 2026 when compared to the prior corresponding period.
Earnings per share were up 17 per cent.
ResMed continues to benefit from an under-penetrated market, with less than 20 per cent of US sleep apnoea sufferers diagnosed or treated amid growing demand for home-based health care solutions.
We believe concerns around GLP-1 weight loss drugs impacting ResMed are overstated.
Expanding patient support provides an attractive long term growth outlook.
Megaport Ltd (ASX: MP1)
The Megaport share price is $19.67, up 4.7% today and up 39% over 12 months.
Philippe Bui from Medallion Financial Group has a hold rating on this ASX 200 tech share.
Bui said:
Megaport’s expansion into AI infrastructure is generating momentum, with about $979 million in new contracts supporting upgraded full year 2027 revenue guidance of between $720 million and $810 million.
Pre-payments from these contracts totalling about $322.6 million help fund deployment and strengthen the growth case.
Forecast capital expenditure of between $1.78 billion to $1.88 billion highlights the scale of its transformation.
We recommend holding while monitoring delivery, customer concentration and the returns generated from this substantial investment.
ANZ Group Holdings Ltd (ASX: ANZ)
The ANZ share price is $37.23, up 0.1% today and up 3% over 12 months.
Tom Fairchild from Lazarus Capital Partners has a sell rating on this ASX 200 bank share.
Fairchild said:
The bank faces headwinds as Australian house prices fall. After acquiring Suncorp Bank, ANZ is the country’s third largest home lender.
The bank noted a 12 per cent fall in home loan application values since the May budget and the end of July following the Federal Government’s proposed changes to negative gearing and capital gains tax.
Capital city house prices may fall more than 10 per cent from their peak, raising negative equity risks among recent low deposit buyers, which may pressure lending growth and credit quality.
Investors may want to consider cashing in some gains given the share price rise since June.
The post Buy, hold, sell: Resmed, Megaport, ANZ shares appeared first on The Motley Fool Australia.
Should you invest $1,000 in ResMed right now?
Before you buy ResMed shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and ResMed wasn’t one of them.
The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
* Returns as of 1 August 2026
.custom-cta-button p {
margin-bottom: 0 !important;
}
More reading
- Experts tip CBA and these ASX 200 shares as sells
- I screened the ASX for quality and value. These 5 shares stood out
- Xero vs Megaport: Which ASX tech stock suits young investors better?
- Top brokers name 3 ASX shares to buy next week
- 2 ASX 200 shares tipped to rise 39% to 130%
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 Megaport and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.