Buy, hold, sell: James Hardie, REA Group, and Ramelius shares

Wondering which ASX shares could be buys? 

Well, to narrow things down, let's see what analysts are saying about the popular shares listed below.

Are they buys, holds, or sells? Here's what they are recommending:

James Hardie Industries PLC (ASX: JHX)

Morgans is feeling more positive about this building products company following the release of its investor day update.

In response, the broker has upgraded James Hardie shares to an accumulate rating with a trimmed price target of $43.00. It said:

JHX held its combined James Hardie and AZEK Investor Day in New York on 15 September 2026. The day centred on the "built to outperform, resilient by design" tagline, as management guided to 4% to 7% organic sale growth above market, while stressing the growth did not require a US housing recovery to work. 

The growth is meant to come from the AZEK combination, synergies running ahead of plan, and a leaner, lower-capex portfolio after the Europe sale. The positive company story and the growth trajectory are only partially offset by the tough macro, a 75bps rise in the 30-year mortgage rate over the past six months, and a peer multiple de-rate. On this basis we upgrade to an Accumulate rating, whilst moderating our target price to A$43.00 (from A$45.00).

Ramelius Resources Ltd (ASX: RMS)

Another ASX share that Morgans is positive on is gold miner Ramelius Resources.

It is feeling upbeat on its outlook and has put a buy rating and $4.74 price target on its shares. It commented:

RMS is expected to release FY27 guidance and an updated outlook to FY30 in Sep-26, following execution of the EPC contract for the Mt Magnet mill expansion, providing greater clarity on project costs and timing. Following an analyst change, we retain our BUY recommendation with a revised price target of A$4.74 per share.

REA Group Ltd (ASX: REA)

Finally, Bell Potter remains bearish on this property listings company and has named its shares as a sell this week with a $148.00 price target.

The broker has concerns that listings volumes could fall well short of consensus estimates due to it operating in a challenging environment at present. Bell Potter explains:

We retain our Sell recommendation. Despite REA's ability to generate strong results in challenged operating environments, we continue to see significant downside risk to listings volumes/earnings vs. company guidance and consensus and await further data points via lending volumes and market listings before re-considering our thesis.

The post Buy, hold, sell: James Hardie, REA Group, and Ramelius shares appeared first on The Motley Fool Australia.

Motley Fool contributor James Mickleboro has positions in REA Group. 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.

The Motley Fool's purpose is to help the world invest, better. Click here now for your free subscription to Take Stock, The Motley Fool's free investing newsletter. Packed with stock ideas and investing advice, it is essential reading for anyone looking to build and grow their wealth in the years ahead. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson. 2026