CSL shares are back in focus as analysts review CSL shares price today. Should investors buy, sell, or hold CSL shares based on current valuations?
CSL shares are once again in the spotlight as investors closely track market movements and broker recommendations. With volatility returning to healthcare and biotechnology stocks, many are asking a key question: should CSL shares be bought, sold, or held at current levels?
Several ASX-listed stocks have seen sharp price movements recently, prompting analysts to reassess valuations. Among them, CSL remains one of the most closely followed names. Alongside CSL, other popular shares such as Pinnacle Investment Management Group and Telix Pharmaceuticals are also attracting renewed interest.
So, what are analysts saying right now? Let’s take a closer look.
CSL Shares: Analyst View on Valuation and Outlook
CSL Ltd (ASX: CSL) continues to command strong attention from institutional and retail investors alike. According to the team at Morgans, CSL shares appear undervalued at current market prices.
The broker has maintained a buy rating on CSL shares and set a price target of $249.51, suggesting meaningful upside from current levels.
Morgans believes the recent weakness in CSL shares is not fully justified by fundamentals. While management downgraded FY26 constant currency guidance slightly, the broker views this as a temporary headwind rather than a long-term concern.
The downgrade was largely driven by continued declines in US influenza vaccination rates and cost containment measures in China affecting albumin demand. However, CSL management has indicated that mitigation strategies should help limit the impact in the first half of FY26.
Importantly, Morgans argues that market concerns around a structurally lower influenza vaccination base in the US may be overstated. The broker notes that key divisions, including Seqirus and Vifor, have been marked down aggressively, while Behring is trading below peers and well under its long-term valuation averages.
From an analyst perspective, this disconnect creates an opportunity for long-term investors looking at CSL shares today.
CSL Shares Price Today: Market Sentiment vs Fundamentals
When looking at CSL shares price today, sentiment appears cautious. Short-term uncertainty around US vaccine demand and delayed strategic moves, such as the demerger of Seqirus, have weighed on the stock.
However, analysts remain confident in CSL’s diversified business model, strong balance sheet, and global leadership in plasma-derived therapies. These factors continue to support the investment case despite near-term earnings moderation.
For investors with a medium to long-term horizon, current CSL shares price levels may offer an attractive entry point, according to several market watchers.
CSL Shares Buy or Sell? Comparing Analyst Views
CSL is not the only ASX stock analysts are reassessing.
Pinnacle Investment Management Group Ltd (ASX: PNI)
Shares in Pinnacle Investment Management Group have declined sharply this month. Morgans recently upgraded the stock to a buy rating with a $23.21 price target, encouraging investors to buy the dip.
Although first-half FY26 NPAT came in slightly below consensus, the broker highlighted that underlying performance was stronger than headline numbers suggested, particularly when excluding one-off impacts. Improved earnings expectations for FY27 further support the positive outlook.
Telix Pharmaceuticals Ltd (ASX: TLX)
Telix Pharmaceuticals has also faced a challenging year, with shares falling significantly over the past 12 months. Despite this, Bell Potter believes the sell-off has created a compelling buying opportunity.
The broker has assigned a buy rating and a $23.00 price target, citing confidence in regulatory approval for Zircaix in 2026 and strong growth prospects for the company’s PSMA franchise.
CSL Shares Hold? What Long-Term Investors Should Consider
For investors already holding CSL shares, analysts generally suggest patience. While earnings growth expectations for FY27 and FY28 have moderated, the long-term fundamentals remain intact.
CSL’s exposure to essential healthcare products, ongoing investment in innovation, and global scale provide resilience in uncertain market conditions. Analysts believe these strengths are not fully reflected in the current share price.
Should You Invest in CSL Shares Right Now?
Before making an investment decision, it is worth noting that not all experts rank CSL among their top immediate picks. Motley Fool investing expert Scott Phillips recently highlighted five alternative stocks he believes may offer better near-term returns.
That said, analysts covering CSL shares continue to see value for investors willing to look beyond short-term volatility. As always, individual risk tolerance and investment goals should guide any decision.
CSL shares remain a high-quality ASX stock with strong long-term fundamentals. While near-term challenges have pressured CSL shares price today, leading analysts believe the downside risks are being over-priced. For many investors, the current environment may present an opportunity to buy or hold CSL shares rather than sell.