S&P/ASX 200 Index (ASX: XJO) shares are up 0.4% to 8,749.7 points on Monday.

Among the 11 market sectors, information technology is in the lead today, up 2.3%.

The consumer staples sector is the laggard, down 1.4%.

Here are some new recommendations from the experts.

Mesoblast Ltd (ASX: MSB)

The Mesoblast share price is $2.02, up 0.8% today and down 29% over 12 months. 

Bell Potter has a buy rating with a 12-month price target of $4.45 on this ASX 200 healthcare share. 

Analyst John Hester said: 

The short term outlook for Mesoblast’s revenue growth remains highly attractive.

Pivotal events for valuation are approaching, including the interim readout on the adult GvHD study (1QCY27) and the headline data from the chronic lower back pain trial (CLBP) due mid CY27.

Both are substantially larger markets than paediatric GvHD, nevertheless the market remains cautious.

Australian biotech has had a difficult 12 months with several randomised clinical trials failing to meet clinical endpoints and we expect this has undermined investor confidence in the sector and is a contributing factor to the recent MSB share price.

While there is inherent risk in clinical trials, there is little to no read through from recent performance of others to MSB.

Transurban Group (ASX: TCL)

The Transurban share price is $13.15, down 0.8% today and down 8% over 12 months. 

Blake Halligan from Gray Perry Wealth Advisers has a hold rating on this ASX 200 industrials share. 

Halligan said (courtesy The Bull): 

Transurban owns and operates toll roads across Australia and North America, generating cash flows from essential transport infrastructure.

The company recently agreed to acquire additional interests in Sydney toll roads, which should support longer term earnings and cash flow growth.

No equity funding is required for the $4.5 billion deal.

However, in our view, the benefits are likely to be offset in the near term by increased funding requirements, elevated leverage and ongoing sensitivity to interest rates.

Dependable earnings is challenged by limited immediate upside.

NextDC Ltd (ASX: NXT)

The NextDC share price is $10.38, up 0.1% today and down 34% over 12 months. 

Tom Fairchild from Lazarus Capital Partners has a sell rating on this ASX 200 tech share. 

Fairchild said: 

NXT is riding the AI data centre boom. The company generated total revenue of $496.5 million in full year 2026, up 16 per cent on the prior corresponding period.

To fund capital expenditure of $3.397 billion in full year 2026, NXT raised $9.75 billion, much of it in senior debt, subordinated notes and hybrid securities.

The company’s $82.1 million statutory profit relied on a revaluation gain of $128.8 million.

In our view, rising interest costs could squeeze returns before new capacity starts paying its way.

The shares have fallen from $16.37 on June 4 to trade at $10.23 on October 8.

The post Buy, hold, sell: Mesoblast, Transurban, NextDC 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 Transurban Group. The Motley Fool Australia has positions in and has recommended Transurban Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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.

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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 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.

The Summerset Group Holdings Ltd (ASX: SNZ) share price is in focus after the company reported 415 occupation right sales for the third quarter of FY26, with total sales up 10% year to date and resales jumping 27% compared to this time last year.

What did Summerset Group report?

• 415 occupation right sales in Q3 FY26, with 175 new sales and 240 resales
• Year-to-date total sales of 1,228, up 10% on the first nine months of FY25
• Resales up 36% year-on-year in Q3, and 27% higher year-to-date
• Strong performance in Canterbury region, with 63 sales in Q3 (15% of total)
• Deferred Management Fee (DMF) increased to 30% with no material impact on contracting

What else do investors need to know?

Summerset’s Q3 new sales were down from Q3 2025, reflecting broader economic uncertainty and some hesitancy among prospective residents. The company notes that activity levels improved after June, with sales contracts signed in Q3 rising 20% compared to the first two quarters of this year.

Despite a challenging housing market and external factors such as the Middle East conflict, demand for Summerset villages remained positive. The company credits recent independent consumer awards and strong brand recognition for underpinning prospective resident enquiry.

What did Summerset Group management say?

Chief Executive Scott Scoullar said:

Our resales performance was strong and we were pleased to see demand turning into sales across our established villages this quarter.

What’s next for Summerset Group?

Summerset enters Q4 with a healthy pipeline of potential contracts and continued buyer interest, although the timing of settlements remains tied to residents’ ability to sell their homes. The business is managing its development pipeline with discipline while focusing on sustaining sales momentum through market uncertainty.

The company remains confident, pointing to improved sales activity and ongoing trust in the Summerset brand, reaffirmed by recent industry awards for service and care.

Summerset Group share price snapshot

Over the past 12 months, Summerset Group shares have declined 49%, trailing the S&P/ASX 200 Index (ASX: XJO), which has declined 2% over the same period

View Original Announcement

The post Summerset Group Q3 FY26 earnings: Sales up 10% on strong resales appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.