Buy, hold, sell: Breville, Goodman, and Wesfarmers shares

MotleyFool03-25

If you are on the hunt for some new portfolio additions, then it could be worth hearing what analysts at Morgans are saying about the ASX 200 shares in this article. Is the broker bullish, bearish, or...

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Morgans highlights the company's strong operational execution and powerful medium-term tailwinds as reasons to buy. It said:. 1H26 was better-than-feared, with double-digit sales growth  largely offset by tariff costs  to deliver a flat NPAT outcome . Crucially, FY26 EBIT growth guidance provides much-needed earnings visibility, alleviating some concerns for an extended transition year and improving our confidence for a resumption of sustainable EPS growth from FY27+.WES's 1H26 result was better than expected with productivity and efficiency imp","collect":0,"end_time":0,"defaultTopTitle":"fool.com.au","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7099":"工业房地产投资信托","BK7510":"REITs概念","BRG.AU":"BREVILLE GROUP LTD","BK7041":"综合货品商店","DC":"Dakota Gold Corp","BK7153":"综合零售","WES.AU":"WESFARMERS LTD","GMG.AU":"GOODMAN GROUP","BK7119":"家用电器","BK4017":"黄金","BK7155":"工业房地产信托","BK7511":"ESG概念"},"translate_title":"买入、持有、卖出：布雷维尔、古德曼和西农集团股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRG.AU":1,"WES.AU":1.5,"DC":1,"GMG.AU":1.5},"content_text":"If you are on the hunt for some new portfolio additions, then it could be worth hearing what analysts at Morgans are saying about the ASX 200 shares in this article.\nIs the broker bullish, bearish, or something in between on these names? Let's find out.\nImage source: Getty Images\nBreville Group Ltd (ASX: BRG)\nMorgans remains very positive on this appliance manufacturer following the release of a solid half-year result last month.\nIn response, the broker has put a buy rating and $40.65 price target on Breville's shares. Morgans highlights the company's strong operational execution and powerful medium-term tailwinds as reasons to buy. It said:\n1H26 was better-than-feared, with double-digit sales growth (+10%) largely offset by tariff costs (~130bp GM impact) to deliver a flat NPAT outcome (+1% on pcp). Crucially, FY26 EBIT growth guidance provides much-needed earnings visibility, alleviating some concerns for an extended transition year and improving our confidence for a resumption of sustainable EPS growth from FY27+.\nWe continue to be impressed by BRG's strong operational execution, green shoots in Food Prep, and powerful medium-term tailwinds (geographic expansion, espresso tailwinds, NPD, Best Buy developments). Buy maintained.\nGoodman Group (ASX: GMG)\nAnother ASX 200 share that Morgans has been looking at is industrial property giant Goodman.\nIt highlights that the market is becoming impatient with the longer development timelines for data centres (DCs), but thinks it is worth sticking with this one. As a result, it has put a buy rating and $32.45 price target on its shares. It said:\nGMG is leaning hard into data centre (DC) development across scarce, power-enabled metro locations, backed by long-dated capital partners and a conservative balance sheet. FY26 guidance is unchanged, with near-term results reflecting longer development timeframes and a larger share of balance-sheet originated developments. Execution now hinges on converting customer negotiations into commitments across key DC campuses while holding returns.\nWhilst the company has flagged the longer development timeframe for DCs, recent share price weakness points to impatience as the market discounts the uncertainty around hyperscale demand, investor appetite and potentially the lower likelihood of an FY26 EPS upgrade.\nWesfarmers Ltd (ASX: WES)\nFinally, Wesfarmers delivered a better than expected result in February.\nHowever, due to its current valuation, the broker thinks Wesfarmers shares are overvalued and feels that investors should wait for a better entry point. It has put a trim rating and $80.50 price target on its shares. It explains:\nWES's 1H26 result was better than expected with productivity and efficiency improvements a key highlight. Earnings for all divisions except Industrial & Safety were either in line or above our forecasts. WES noted that despite a modest improvement in consumer demand, higher costs continued to weigh on many households and businesses, while residential construction activity remains subdued. We adjust FY26/27/28F group EBIT by +2%/+1%/+1%.\nOur target price rises slightly to $80.50 (from $79.30) and we maintain our TRIM rating with a 12-month forecast TSR of -2%. While we continue to view WES as a core long-term portfolio holding with a diversified group of well-known retail and industrial brands, a healthy balance sheet, and an experienced leadership team, trading on 30.7x FY27F PE we continue to see the stock as overvalued in the short term.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622301476","isCrawlerRequest":true}