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Buy, hold, sell: Dicker Data, Polynovo, Flight Centre shares

The Motley Fool·09/08/2026 02:16:35
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S&P/ASX 300 Index (ASX: XKO) shares are down 0.6% to 8,888.5 points on Tuesday.

Among the 11 market sectors, utilities is in the lead today, up 0.2%, while technology is the laggard, down 1%.

Meanwhile on The Bull this week, two experts share their views on three ASX 300 shares.

Let's take a look.

Dicker Data Ltd (ASX: DDR)

The Dicker Data share price is $14.46, down 1.8% today and up 45% over 12 months. 

Mark Elzayed from Vestra Capital has a buy rating on this ASX 300 tech share

He said: 

This technology company distributes hardware and software solutions. It benefits from enterprise spending on AI capable servers, network upgrades and end point security hardware.

It generated gross revenue of $2.1 billion in the first half of 2026, up 14.2 per cent on the prior corresponding period. Net profit after tax of $60.7 million was up 54.1 per cent. Management has upgraded full year gross revenue guidance to between $4.3 billion and $4.4 billion, alongside profit before tax guidance of between $162 million and $165 million.

Double digit top line momentum, an appealing dividend yield and increasing exposure to AI infrastructure spending provides a bright outlook, in my view.

Polynovo Ltd (ASX: PNV)

The Polynovo share price is $1.06, up 1.4% today and down 28% over 12 months. 

Stuart Bromley from Medallion Financial Group has a hold rating on this ASX 300 healthcare share

Bromley said: 

The company provides dermal regeneration solutions via its NovoSorb biodegradable polymer technology.

Total revenue of $150 million in full year 2026 was up 16.1 per cent on the prior corresponding period. EBITDA of $12.1 million was up 8.1 per cent.

While growth has moderated from earlier years, the longer-term opportunity remains significant as PolyNovo expands geographically and broadens adoption across burns, trauma and complex wounds.

Flight Centre Travel Group Ltd (ASX: FLT)

The Flight Centre share price is $11.46, down 0.2% today and down 7% over 12 months. 

Bromley has a sell rating on this ASX 300 travel share

He explained: 

The global travel agency group delivered record total transaction volumes in full year 2026. However, underlying profit before tax of $278 million declined by 4 per cent as Middle East disruption weighed heavily on the leisure business.

We view geopolitical uncertainty, airline capacity constraints and softer consumer conditions as headwinds.

We see better risk-adjusted opportunities elsewhere.

The post Buy, hold, sell: Dicker Data, Polynovo, Flight Centre shares appeared first on The Motley Fool Australia.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended PolyNovo. The Motley Fool Australia has positions in and has recommended Dicker Data. The Motley Fool Australia has recommended Flight Centre Travel Group. 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