UPDATE: In a dramatic turn of events, shares of CSL Ltd (ASX: CSL) have plummeted by 36% this year, closing at $179.56 on October 23, 2025. The healthcare giant’s stock took a severe hit this week, following a 15% drop after the company downgraded its earnings and revenue forecasts. Investors are left reeling from the fallout, particularly after a 21% decline in August.
The latest downturn follows CSL’s announcement to halt plans for its vaccines division spin-off, a move that has alarmed investors. This series of setbacks has raised urgent questions: Can CSL shares bounce back, or is this the beginning of a downward spiral?
Three prominent investment experts are sharing their insights on the situation.
DNR Capital Chief Investment Officer Jamie Nicol describes the recent sell-off as “disproportionate,” suggesting it could present a buying opportunity. Nicol emphasizes that the market reaction largely stems from CSL’s flu business, which he views as a minor segment of the company’s overall value. He stated,
“There’s been a big overreaction for something that’s a small part of the business. These are the sorts of opportunities you look for in markets.”
In contrast, Nathan Parkin, head of Australian equities at Australian Ethical Investment Ltd (ASX: AEF), is optimistic about CSL’s fundamentals despite the stock’s poor performance. Parkin remarked,
“It’s been the second downgrade in a short period, but it doesn’t really concern us in terms of the strength of Behring, the main business, which remains solid.”
He believes the recent sell-off has created a more favorable valuation for CSL, noting, “Now we’re seeing the flip side, the valuation looks appealing, and we think it’s a good opportunity.”
On the other hand, Jun Bei Liu, a portfolio manager at TenCap, adopts a cautious stance. She emphasizes the difficulty for a growth company like CSL to regain investor trust after multiple disappointments. Liu expressed concern about potential management changes, stating,
“For a growth company to start having those issues, it’s really difficult to say to investors, ‘trust me’, when you have faltered so many times.”
With CSL shares facing uncertainty, investors are left wondering what the future holds. How will the company navigate these challenges, and what will be the impact on its core business moving forward?
As the market adapts to these developments, analysts and investors alike will be closely monitoring CSL’s recovery trajectory. Next steps include keeping an eye on any shifts in management, potential strategic decisions, and how the market reacts in the coming weeks.
Investors considering whether to buy CSL shares should weigh these insights carefully. As of now, experts remain divided on the stock’s outlook, making it a hot topic for discussion among investors.
Stay tuned for further updates as this story develops.
