Bell Potter analysts' top stock picks for FY26

In this report, Bell Potter's analysts share their views on the outlook across 14 sectors and nominate their best ideas, from agriculture and FMCG, to financials, industrials, healthcare, and mining and industrial services - and everything in between. 

The report is presented in a PDF containing a brief commentary on each sector, the analysts' top ideas, ratings, and target prices for 32 stocks.

Industrials Analysts Chris Savage and Michael Ardrey maintain their constructive view on the technology sector, given the generally strong or above average forecast revenue and/or earnings growth, coupled with an easing interest rate environment 

"Lower interest rates are, in general, good for high-growth stocks with low or negative cash flows/earnings now and only reasonable or meaningful cash flows/earnings in several years’ time".

In the energy space, resources analyst Regan Burrows believes the fundamentals for the uranium markets and pricing remain strong. 

"In our opinion, with the pipeline of reactors under construction (69) continuing to expand, whilst the trend in reactors being disconnected from the grid declines. On the supply side, recent production issues in restart operations have highlighted the risk in bringing production back online, whilst future supply remains concentrated in a handful of projects".

Elsewhere, when looking at the diversified financials space, analysts Hayden Nicholson & Marcus Barnard prefer to focus on stocks with the wind in their sails, given the sector's underperformance year-to-date. 

For this reason, we tend to focus on stocks with strong structural tailwinds and increasing market share where we identify: (1) a positive surprise or catalyst; or (2) attractive valuations, a result of underperforming the broader market and/or an improving track record".

For the full report and to access all the analysts' top stocks, please download the attached PDF report.