The Zacks Analyst Blog Highlights Broadcom, Philip Morris International and Novo Nordisk
Chicago, IL – August 14, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Broadcom Inc. AVGO, Philip Morris International Inc. PM and Novo Nordisk A/S NVO.
Here are highlights from Tuesday's Analyst Blog:
Top Stock Reports for Broadcom, Philip Morris and Novo Nordisk
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Broadcom Inc., Philip Morris International Inc. and Novo Nordisk A/S. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today's research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-Markets Up on Rate-Cut Excitement
Today's Featured Research Reports
Broadcom's shares have outperformed the Zacks Electronics - Semiconductors industry over the year-to-date period (+35.7% vs. +23.7%). The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy.
Broadcom's AI segment benefits from custom accelerators and advanced networking technology that supports large-scale AI deployments with improved performance and efficiency. Broadcom expects third-quarter fiscal 2025 AI revenues to jump 60% year over year to $5.1 billion. The acquisition of VMware has benefited Infrastructure software solutions.
As of the fiscal second quarter, roughly 87% of Broadcom's largest 10,000 customers have adopted VMware Cloud Foundation. However, gross margin in the fiscal third quarter is expected to contract sequentially due to unfavorable revenues and product mix. High debt level is a headwind.
(You can read the full research report on Broadcom here >>>)
Shares of Philip Morris have gained +42.3% over the year-to-date period against the Zacks Tobacco industry's gain of +45.8%. The company has been benefiting from strong pricing power and an expanding smoke-free portfolio. In the second quarter of 2025, Philip Morris' net revenues increased 7.1% year over year, driven by higher combustible tobacco pricing and increased smoke-free product volumes.
Philip Morris has been making significant progress with its smoke-free transition, with products like IQOS and ZYN contributing to strong performance. Philip Morris has implemented significant cost-saving measures and strategic initiatives to achieve its long-term financial goals.
For 2025, adjusted earnings per share (EPS) are likely to be $7.43-$7.56, indicating a 13-15% year-over-year increase. However, Philip Morris faces premium valuation, currency volatility pressures and stringent global tobacco regulations impacting traditional product demand.
(You can read the full research report on Philip Morris here >>>)
Novo Nordisk's shares have underperformed the Zacks Large Cap Pharmaceuticals industry over the past year (-62.5% vs. -22%). The company's recent guidance cut for sales and operating profit growth, primarily due to lower Wegovy sales in the presence of knockoff GLP-1 versions, is a massive setback. Intense rivalry in the obesity sector also threatens its market share. Patent expiry and pricing pressure across the diabetes market remain a worry.
Nevertheless, Novo Nordisk's Q2 earnings beat estimates, while sales missed. Ozempic and Rybelsus for diabetes and Wegovy for obesity are the main top-line contributors. It has been tackling the supply constraints of Wegovy by making serious investments to ramp up production.
An oral formulation of Wegovy is currently under review by the FDA for obesity, and a higher dose of the injection is under review in the EU. Novo Nordisk is also pursuing other indications, like liver fibrosis and MASH for semaglutide.
(You can read the full research report on Nordisk here >>>)
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention.
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Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Novo Nordisk A/S (NVO): Free Stock Analysis Report
Philip Morris International Inc. (PM): Free Stock Analysis Report
Broadcom Inc. (AVGO): Free Stock Analysis Report
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Assuming registered account contributions have already been made for 2025, they will add $13,300 to RRSPs and $14,000 to their TFSAs in 2026. From 2027 onward, their household income will drop, and no further registered contributions will be made. Blake's business income will cover household cash flow. The projection shows that they could support an after-tax, inflation-adjusted spending level of $96,500 per year, just under their $100,000 goal. 'This scenario therefore projects slight underfunding and feels financially tight,' Ms. Knoblach says. Regarding the upcoming dream trip, their travel account holds about $34,500 but isn't being consistently funded and has been used for smaller trips. To fully fund the trip, they'll likely need to dip into retirement investments such as Estelle's non-registered savings plan, which would further reduce their retirement income potential, the planner says. Scenario 2: Blake works to the traditional retirement age of 65 and retires in 2037. 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This approach would also allow them to retire around the same time, rather than several years apart. 'Estelle and Blake have not yet fully secured their desired retirement income,' the planner says. 'To meet their goal comfortably – and to leave room for unexpected expenses like home repairs or vehicle replacement – they should look for ways to extend their income-generating years.' Estelle expressed concern about retiring during a period of volatile financial markets, fearing she might have to sell investments at a loss, Ms. Knoblach says. 'This is a valid concern: Sequence of returns risk arises when markets decline early in retirement, forcing early withdrawals and reducing long-term portfolio growth,' she says. 'This risk is particularly relevant for portfolios heavily weighted toward equities, which is the case for Estelle and Blake. Her concern is therefore justified.' Although Estelle and Blake may want to avoid drawing down their investments in the next year or two, they should prepare for doing so regardless of market conditions. 'Before retiring, they should undergo a drawdown analysis to determine the optimal order of fund withdrawals,' the planner says. The accounts they plan to draw from (e.g., RRSPs) should hold several years' worth of required income in secure, low-volatility securities such as guaranteed investment certificates or short-term deposits. 'This will protect them from having to sell equities during market downturns.' Another way to reduce market exposure is to ensure their essential expenses (e.g., housing, groceries) are covered by reliable income streams. Although they don't have defined benefit pensions, they could consider converting Estelle's defined contribution pension into a life annuity, Ms. Knoblach says. 'Combined with government benefits, this would allow them to ride out market turbulence without having to touch their equities.' Lowering portfolio risk and maintaining liquid, or easily cashable, reserves should be done regardless of how the markets are behaving around the time of retirement, Ms. Knoblach says. Retiring during a market high can be riskier than retiring in a down market because pullbacks are more likely. 'Estelle and Blake should avoid being swayed by emotion or geopolitical events and instead focus on building a robust, resilient plan.' The people: Estelle, 62 going on 63, and Blake, 54. The problem: Will Estelle's retirement plan be derailed by volatile financial markets? How much longer should she and Blake work? The plan: Scenario 4, in which Estelle works another couple of years, offers the best financial security. Make sure they have cash holdings in the accounts they plan to draw from. Consider buying an annuity. Monthly net income: $10,755. Assets: Cash $10,385; other $49,090; her TFSA $124,770; his TFSA $151,845; her RRSP $357,700; his RRSP $295,230; her employer savings and DC pension plan $164,140; residence $1,200,000. Total: $2.35-million. Monthly outlays: Property tax $500; water, sewer, garbage $90; home insurance $110; electricity $140; heating $80; security $35; maintenance, garden $325; transportation $605; groceries $740; clothing $300; gifts, charity $150; vacation, travel $2,500; dining, drinks, entertainment $1,000; personal care $200; gym, club membership $600; sports, hobbies $300; subscriptions $70; health care $480; phones, TV, internet $255; monthly RRSPs $960; TFSAs $1,250. Total: $10,690 Liabilities: None. Want a free financial facelift? E-mail finfacelift@ Some details may be changed to protect the privacy of the persons profiled.
