S&P/ASX 200 Index (ASX: XJO) shares are up 0.74% to 9,168.7 points on Tuesday.

All 11 market sectors of the ASX 200 are in the green today.

Healthcare leads the pack, up 1.1%, extending its impressive recent rebound.

ARB Corporation Ltd (ASX: ARB) is the fastest riser of the ASX 200 today, up 18% on its FY26 report.

Meanwhile, Morgans has issued some new notes on three ASX shares.

They include BHP Group Ltd (ASX: BHP) shares, which hit a new all-time high today.

Let’s take a look.

Judo Capital Holdings Ltd (ASX: JDO)

The Judo Capital share price is $1.03, up 6.4% today and down 42% over 12 months. 

Judo Capital shares are the fourth fastest riser on the local bourse despite no significant announcements today.

Morgans has a buy rating on this ASX bank share after its FY26 results.

The broker said: 

FY26 PBT landed towards the top end of the revised guidance range and FY27 guidance was reaffirmed offering strong earnings growth.

EPS forecasts moderated 2-6%.

The broker shaved its 12-month price target from $1.47 to $1.42.

This suggests a potential 40% upside ahead.

Healius Ltd (ASX: HLS)

The Healius share price is 43 cents, down 0.7% today and down 49% over 12 months. 

Since the healthcare sector began its long-awaited rebound on 3 June, Healius shares have soared 29%.

Morgans has a hold rating on this ASX 200 healthcare share following its FY26 report.

The broker said: 

FY26 results were mixed, with revenue and underlying EBITDA broadly in line, but underlying EBIT 5% below consensus and at the bottom of guidance, reflecting still-thin Pathology margins.

Encouragingly, Pathology EBIT margin improved materially in 2H, while labour costs fell 2.9% and group cost growth was contained.

Agilex was again a clear positive, with revenue and earnings growth ahead of expectations.

While FY27 EBIT guidance of A$39.7m is broadly in line with expectations, the T27 target for mid-to-high single-digit EBIT margins was extended by c18 months to Dec-28, leaving us cautious on the pace and sustainability of earnings leverage.

The broker increased its price target to 43 cents, implying the stock is fully valued.

BHP Group Ltd (ASX: BHP)

The BHP share price is $67.93, up 1.2% today and up 57% over 12 months. 

BHP shares reached a new record of $68.22 in earlier trading on Tuesday.

Morgans downgraded BHP shares to a sell call after its FY26 report on 18 August.

The broker explained: 

A solid FY26 result, with an upsized final dividend of US 99cps, against a share price that appears to already factor in more upside, we lower our rating to TRIM.

Metal prices were a key driver, but BHP also maintained a solid operating performance on controllable factors against a tough backdrop in FY26.

The broker reduced its 12-month price target from $59.80 to $55.30.

This suggests a potential 18% downside ahead.

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

The ASX reporting season continues, with ASX majors Electro Optic Systems Holdings Ltd (ASX: EOS), PLS Group Ltd (ASX: PLS), and Bendigo and Adelaide Bank Ltd (ASX: BEN) posting their results this week.

Let’s recap how the shares are tracking today and whether brokers rate them a buy, sell, or hold.

Buy EOS shares

EOS posted a huge 283% hike in its half-year revenue this morning, and a reduced net loss of $32.9 million. Underlying EBITDA swung into profit, and its net assets grew to $391.6 million.

Going forward, EOS expects continued strong demand, driven by defence spending and escalating global interest in counter-drone technologies. 

Management has forecast FY26 revenue (including MARSS) of $360 million to $400 million, assuming global supply chains remain steady. If this comes to fruition, this would be a record result.

Clearly, investors are thrilled with the result. EOS shares are up around 13% in morning trade and changing hands at $9.75 apiece. Today’s increase means the shares are now just 2% lower year to date but a huge 93% higher than 12 months ago.

Brokers are also incredibly bullish about the outlook for EOS shares. TradingView data shows that all analysts rate the stock a strong buy. The average $13.64 target price implies a potential 40% upside at the time of writing.

Buy PLS shares

PLS posted its FY26 earnings results ahead of the market open on Monday morning. The company announced a 152% increase in revenue, a 59% increase in underlying EBITDA, and a swing into profit in NPAT (from a loss in the prior corresponding period).

The company has also announced a 5-cent-per-share, fully-franked final dividend for FY26. This is great news for investors after PLS suspended its dividend payouts in 2024 amid cratering global lithium prices.

PLS shares jumped 7% higher following the results announcement yesterday, but the share price has softened again today. At the time of writing, PLS shares are down around 4% and trading at $5.26 per share. For the year to date, shares are still up 22%.

Analysts’ sentiment about the outlook for PLS shares is divided, but the majority hold a buy/strong buy rating on the shares. The average $5.36 target price implies a potential 2% upside ahead.

Sell Bendigo and Adelaide Bank shares

Bendigo and Adelaide Bank also ported its FY26 results on Monday. The bank reported a 3% increase in cash earnings, statutory net profit after tax of $375.1 million, and a fully-franked final dividend of 33 cents per share.

Investors appear to be mostly neutral about the result, and the share price ended the day around 0.5% lower on Monday. But this morning, there seems to be an injection of confidence back into the bank stock.

At the time of writing, the ASX bank shares are up around 3% and changing hands for $10.76 a piece. The increase means the shares are now around 1.5% higher year to date.

The experts are quite reserved about what’ll happen to Bendigo and Adelaide Bank shares next, however. The majority (nine out of 14) have a hold rating on the shares, and the average $10.33 target price implies a potential 4% downside, at the time of writing.

The post Buy, hold, sell: Bendigo and Adelaide Bank, PLS, EOS shares appeared first on The Motley Fool Australia.

More reading

• EOS shares rocket 13% today. Can the rally keep going?
• What is this broker’s updated view on PLS shares after big results?
• Electro Optic Systems half-year earnings surge on booming defence demand
• 3 great dividend stocks with 6% yields to boost passive income in FY27
• 5 things to watch on the ASX 200 on Tuesday

Motley Fool contributor Samantha Menzies 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 Electro Optic Systems. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Some investments do not need a complicated thesis.

The iShares S&P 500 AUD ETF (ASX: IVV) gives Australian investors access to many of America’s largest companies through a single ASX-listed fund.

For me, that makes it a strong long-term option.

Access to some of the world’s strongest businesses

The IVV ETF tracks the S&P 500 Index, which contains around 500 large US companies, including Apple, Microsoft, Nvidia, Bank Of America, Walmart, Merck & Co, and Verizon.

That gives investors exposure to businesses operating across technology, healthcare, financial services, consumer products, industrials, communication services, and many other areas of the US economy.

I think this is particularly valuable for Australian investors. The ASX has some excellent companies, but our market is heavily influenced by financial and resources businesses. The US market gives investors much greater exposure to areas such as software, semiconductors, digital advertising, medical technology, and global consumer brands.

Many of the companies inside the S&P 500 also generate revenue around the world.

So while the IVV ETF invests in US-listed companies, the underlying businesses can have customers spread across North America, Europe, Asia, and other major markets.

That gives investors exposure to far more than the US economy alone.

The index can evolve over time

Another reason I like the IVV ETF is that ASX investors do not have to predict which companies will dominate the next decade.

The S&P 500 index changes as corporate America changes.

Companies that grow can become increasingly important within the index, while businesses that lose relevance can eventually become smaller holdings or leave the index entirely. For example, today Nvidia is highly important, whereas 50 years ago it was IBM.

I think that is a powerful feature for a long-term investor.

Twenty years from now, some of today’s leading businesses may still be enormous. Others may have been overtaken by companies that are only beginning their growth stories today.

An investor in the IVV ETF does not need to identify those winners in advance.

They can simply continue owning a large collection of leading US businesses as the market develops.

It keeps investing simple

The IVV ETF also suits ASX investors who do not want to spend their spare time reading annual reports and comparing individual companies.

Buying individual shares can be rewarding, but it requires research and comes with the possibility of getting a company-specific decision badly wrong.

With the IVV ETF, one investment spreads money across hundreds of businesses.

That can make it easier to keep contributing through strong markets, weak markets, recessions, and whatever else happens over a long investing career.

For me, this simplicity is one of the fund’s biggest strengths.

A sensible investment strategy that someone can stick with for decades can be far more powerful than a clever strategy they abandon after a difficult year.

There are still risks

The IVV ETF is diversified across hundreds of companies, but it is not immune from large falls.

US shares can become expensive, recessions can hurt corporate earnings, and the index can experience lengthy periods of weak performance.

The largest US companies also account for a meaningful share of the S&P 500 index, so the fund can become quite concentrated at the top.

Australian investors also have currency exposure because the IVV ETF is not hedged back to the Australian dollar. Movements in the Australian dollar against the US dollar can therefore influence returns.

Nevertheless, I would be comfortable accepting those risks with a long enough timeframe.

Foolish takeaway

I think the IVV ETF offers one of the simplest ways for ASX investors to participate in the long-term growth of major global businesses.

There will inevitably be periods when US shares fall out of favour, and I would expect plenty of volatility over the years.

But if I wanted an investment I could keep adding to and potentially hold for decades, the IVV ETF would be high on my list.

The post Why I think the IVV ETF is a strong buy for ASX investors appeared first on The Motley Fool Australia.

More reading

• 3 amazing ASX ETFs for Aussie investors in September
• Why every Aussie investor should own one of these ASX ETFs
• 15% for 10 years: Is this ASX ETF a no-brainer buy?
• How much is needed in superannuation to target a $40,000 annual passive income?
• Is $2 million really the new superannuation target?

Bank of America is an advertising partner of Motley Fool Money. Motley Fool contributor Grace Alvino 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 Apple, International Business Machines, Merck, Microsoft, Nvidia, Walmart, and iShares S&P 500 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Verizon Communications. The Motley Fool Australia has recommended Apple, Microsoft, Nvidia, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.