18 Share Tips – 16th February 2026

Welcome to this week’s edition of 18 Share Tips – our weekly selection of top ASX shares, chosen by leading analysts, that we think are worth considering.

This week Andrew Wielandt of DP Wealth Advisory, Christopher Watt of Bell Potter Securities and Michael Gable of Fairmont Equities share their ‘Buy’, ‘Hold’ and ‘Sell’ recommendations.

Please note these share tips are simply recommendations and are in no way intended as financial advice. These share tips are general advice and don’t take into account any individual’s financial situation. Investors are advised to seek professional financial advice before investing.

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Andrew Wielandt, DP Wealth Advisory

BUY RECOMMENDATIONS

BUY – Betashares Global Shares Ex US ETF (EXUS)

This exchange traded fund focuses on global investments outside the United States. The US accounts for more than 70 per cent of global market size. Some investors are seeking further diversification and less concentration risk. At end of January 2026, main holdings in this ETF included ASML, Roche and HSBC. Geographically, exposure at the end of January 2026 included Japan, the United Kingdom and Canada. While the ETF was only listed on the ASX in November 2025, the index it follows has shown returns of more 12 per cent per annum over the past five years. 

BUY – L1 Global Long Short Fund (GLS)

GLS targets high quality undervalued companies across developed markets. The fund is managed by co-chief investment officers Raphael Lamm and Mark Landau. Both chief investment officers have established a top track record in operating long and short strategies, taking advantage of market rises and falls, depending on how their portfolio is positioned. With consistent exposure across Asia, North America and Europe – the L1 Capital team has driven risk-adjusted returns that aren’t held hostage to following the MSCI global benchmark. We expect the fund’s solid performance from June 2025 to continue.

HOLD RECOMMENDATIONS

HOLD – Scentre Group (SCG)

Scentre operates 42 Westfield shopping centres across Australia and New Zealand. Customer visits to its Westfield destinations reached 453 million in the 45 weeks to November 9, 2025, up 3.1 per cent or 13.5 million more than in the prior corresponding period. Portfolio occupancy was 99.8 per cent at September 30, 2025, up 40 basis points. The company’s business partners achieved total sales growth of 3.7 per cent. Our recommendation reflects the shares trading near a consensus valuation.

HOLD – Origin Energy (ORG)

This energy provider delivers services to more than 4 million Australian customers. It’s also a significant exporter of LNG through its stake in APLNG (Australia Pacific LNG). A positive for Origin is its 22.7 per cent interest in Octopus Energy in the UK and, in particular, the Kraken Technologies platform. A spin-off of Kraken into a stand-alone entity should add value to ORG.

SELL RECOMMENDATIONS

SELL – ASX Limited (ASX)

ASX is the predominant stock market operator in Australia. The business faces several challenges, including regulatory scrutiny after technology issues and heightened competition from Cboe Australia. The rise of private equity and debt also generates competition for the ASX. On February 12, 2026, the ASX announced a statutory net profit after tax of $263.6 million for the first half of 2026, an increase of 8.3 per cent on the prior corresponding period. However, total expenses of $264.4 million were up 20 per cent, partly as a result of costs associated with the inquiry by the Australian Securities and Investments Commission, which cited ASX operational and governance issues in its interim report. The shares had fallen more than 2 per cent in early morning trade on February 12. 

SELL – REA Group (REA)

This online multinational digital advertising business specialises in property and is a dominant player in Australia. However, the recent sale of competitor Domain Holdings Australia to Nasdaq-listed CoStar Group has the market on edge given CoStar’s low cost model, experience and its ability to provide fierce competition. Australia’s property market is less likely to outperform following the latest interest rate rise. REA shares have fallen from $263.16 on August 22, 2025 to trade at $167.28 on February 12, 2026.

Christopher Watt, Bell Potter Securities

BUY RECOMMENDATIONS

BUY – HUB24 (HUB)

The company operates an investment and superannuation platform. It continues to deliver impressive organic growth, underpinned by strong platform inflows and adviser engagement. The company posted record annual platform net inflows of $19.8 billion in full year 2025, up 25 per cent on the prior corresponding period. Underlying earnings per share (EPS) rose 45 per cent. Despite margin pressures from competitive pricing, HUB24 is forecast to maintain high double-digit earnings before interest and tax  and EPS growth into fiscal year 2027. The launch of HUB24 Private Invest and growing demand from inter-generational wealth transfers are structural tailwinds, positioning HUB24 well in the platform landscape.

BUY – Orica (ORI)

Orica is a mining and infrastructure solutions provider. Orica’s transformation is gaining traction, with diversified growth across blasting solutions, speciality mining chemicals and digital solutions. Earnings before interest and tax (EBIT) of $992 million in fiscal year 2025 were up 23 per cent on the prior corresponding period. The significant rise was underpinned by strong demand for sodium cyanide, increased digital product uptake and solid execution across manufacturing assets. Management has upgraded its medium term EBIT target, and an additional $100 million buy-back program is underway. Orica offers a compelling blend of cyclical leverage and structural growth.

HOLD RECOMMENDATIONS

HOLD – CSL (CSL)

This plasma and vaccines giant reported revenue of $US8.3 billion in the first half of 2026, down 4 per cent on the prior corresponding period. Underlying net profit after tax and amortisation (NPATA) of $US1.9 billion, excluding restructuring costs and impairments, was down 7 per cent. The company has maintained full year guidance, with revenue forecast to increase between 2 per cent and 3 per cent and NPATA between 4 per cent and 7 per cent at constant currency. CSL trades below its historical price/earnings ratio and peers. Longer term product pipelines remain attractive. 

HOLD – Wesfarmers (WES)

The industrial conglomerate’s interim results for fiscal year 2026 are scheduled to be released on February 19. The results could serve as a positive catalyst, with growth most likely led by Bunnings and Kmart Group. Wesfarmers posted statutory net profit after tax of $2.926 billion in full year 2025, an increase of 14.4 per cent on the prior corresponding period. While its valuation remains stretched, operating momentum and productivity investments in digital and supply chain capabilities support earnings resilience. Capital management initiatives — such as a payout of $3.56 a share that includes special distributions — further enhances total return. The current valuation leaves a hold recommendation.

SELL RECOMMENDATIONS

SELL – Cettire (CTT)

Cettire is an online luxury goods retailer. Fiscal year 2025 was challenging in response to a slowdown in demand, macroeconomic headwinds and a heightened competitive environment. The company posted a statutory net loss after tax of $2.6 million. The shares have fallen from $4.66 on February 12, 2024 to trade at 51 cents on February 12, 2026. In our view, the lack of near term catalysts suggest elevated risk, particularly if macroeconomic headwinds dampen luxury demand. 

SELL – Lynas Rare Earths (LYC)

While Lynas boasts strategic positioning in rare earths amid a positive long term theme, execution risks, in our view, remain elevated. The consensus among market watchers is for significant volatility ahead. Operational challenges, including power supply disruptions at the Kalgoorlie processing plant and geopolitical uncertainty, add further complexity. The share price has been volatile. It rose from $6.89 on February 12, 2025 to $21.64 on October 15. LYC was trading at $15.92 on February 12, 2026. There’s no dividend yield.

Michael Gable, Fairmont Equities

BUY RECOMMENDATIONS

BUY – Betashares Global Energy Comp Currency Hedged ETF (FUEL)

I have been bullish on commodities for the past two years. The uptrend in precious metals was followed by base metals. Now, I believe the energy sector is poised for a bull run in response to increasing demand. This exchange traded fund captures the biggest global oil and gas companies. Not only are many investors still underweight in the energy sector, but this ETF is now breaking out of a multi-year trading range. This means the ETF is most likely at the start of a major uptrend, which should last throughout 2026, in my view. 

BUY – New Hope Corporation (NHC)

I believe global demand for coal will remain elevated moving forward. New supply is also constrained due to ESG (environmental, social, governance) concerns. Governments around the world are keeping coal in the mix when it comes to power generation and the price of coal was recently starting to rise again. Strong buying support is emerging in coal producers, such as NHC, and I believe it’s still early enough to buy back into this company. 

HOLD RECOMMENDATIONS

HOLD – Betashares Global Uranium ETF (URNM)

I continue to like the outlook for the uranium sector. URNM provides exposure to a portfolio of mining, exploration and development companies in the global uranium industry. Uranium prices have been steadily rising and we expect demand to exceed supply in the years ahead to the benefit of uranium companies. This ETF has performed well, with the price rising from $5.83 on April 9, 2025 to trade at $13.36 on February 12, 2026. We believe this ETF offers a favourable outlook over the long term.   

HOLD – BHP Group (BHP)

Despite recent volatility, I expect commodity prices to continue heading higher during 2026. I believe investors who are still underweight in the resources sector will start to rotate into the miners. Global diversified miner BHP Group, which recently was the biggest company on the ASX by market capitalisation, is likely to be the top choice of most investors looking for a blue chip company paying a healthy dividend amid the prospect of capital growth. 

SELL RECOMMENDATIONS

SELL – Pro Medicus (PME)

This medical technology business is one we have successfully traded on several occasions during the past few years. However, since mid-2025, we have stayed away from expensive technology companies, such as PME, due to negative market sentiment. On February 12, 2026, the company announced revenue from ordinary activities of $124.8 million in the first half of 2026, an increase of 28.4 per cent. Underlying net profit of $67.3 million was up 29.7 per cent. However the share price was severely punished following the result. Perhaps, the result fell short of market expectations. The shares have fallen from $330.48 on July 17, 2025 to trade at  $132.86 on February 12, 2026. The shares may fall further if sentiment doesn’t improve. 

SELL – Collins Foods (CKF)

The company operates hundreds of KFC outlets in Australia and Europe. We expect cost pressures to hit margins. Cost of living pressures and rising interest rates in Australia may pressure sales. The company delivered group revenue and statutory net profit after tax growth in the first half of 2026 when compared to the prior corresponding period. However, market reaction to the result has been negative. The shares have fallen from $11.60 on December 1, 2025 the day prior to the half year result, to trade at $10.425 on February 12, 2026. Share price rallies are followed by selling pressure, a sign that investors are seeking out other opportunities.

The above recommendations are general advice and don’t take into account any individual’s objectives, financial situation or needs. Investors are advised to seek their own professional advice before investing. Please note that TheBull.com.au simply publishes broker recommendations on this page. The publication of these recommendations does not in any way constitute a recommendation on the part of TheBull.com.au. You should seek professional advice before making any investment decisions.