Latest news with #AheadofWallStreetThe
Yahoo
4 days ago
- Business
- Yahoo
Top Analyst Reports for Mastercard, Verizon & Stryker
Thursday, June 5, 2025The 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 Mastercard Inc. (MA), Verizon Communications Inc. (VZ) and Stryker Corp. (SYK), as well as two micro-cap stocks Espey Mfg. & Electronics Corp. (ESP) and Comstock Holding Companies, Inc. (CHCI). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the research reports have been hand-picked from the roughly 70 reports published by our analyst team can see all of today's research reports here >>>Ahead of Wall StreetThe 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 can read today's AWS here >>> Trump, Xi Speak; Jobless Claims, Productivity & Deficit Reports OutToday's Featured Research ReportsMastercard's shares have outperformed the Zacks Financial Transaction Services industry over the past year (+31% vs. +27.8%). The company's acquisitions are helping the company to grow addressable markets and drive new revenue streams. Mastercard expects mid-teens net revenue growth in 2Q25. The accelerated adoption of digital and contactless solutions is providing an opportunity for its business to expedite its shift to digital. Strong cash flows support its growth initiatives and enable shareholder value-boosting efforts through repurchases and dividends. MA repurchased shares worth $2.5 billion in 1Q25. Operating cash flows surged 42.3% YoY in the first quarter of 2025. However, MA's dividend yield is lower than the industry average. The Zacks analyst expects adjusted operating expenses to grow 14.8% year over year in 2025. High rebates and incentives may weigh on net revenues. As such, the stock warrants a cautious stance.(You can read the full research report on Mastercard here >>>)Shares of Verizon have outperformed the Zacks Wireless National industry over the past six months (+5.5% vs. +4.9%). The company is witnessing significant 5G adoption and fixed wireless broadband momentum. Its reliable, plug-and-play Internet connectivity, desk phone and security solutions with 24/7 tech support are driving the digital transformation of small business mmWave footprint delivers game-changing experiences for the densest parts of the network and offers highly predictable signal waves, leading to greater efficiency and less interference for customers. The acquisition of Frontier Communications accelerates broadband expansion. However, the spectrum crunch has become a major issue in the U.S. telecom industry. Most of the carriers are finding it increasingly difficult to manage surging data traffic. High spending on promotional activities to attract customers is straining profit. Weakness in the wireline business is a concern.(You can read the full research report on Verizon here >>>)Stryker's shares have outperformed the Zacks Medical - Products industry over the year-to-date period (+6.5% vs. +5.8%). The company is poised for growth, driven by rising demand for robotic-assisted procedures, hospital capital expenditures and international expansion. The Mako SmartRobotics platform fuels adoption, while acquisitions like Inari Medical and Vertos Medical enhance the portfolio. Stryker is actively integrating new technologies such as AI-driven imaging and smart surgical systems to improve patient outcomes and maintain its competitive edge. Pricing improvements and a strong hospital order book support growth in rest of 2025. However, foreign exchange volatility and acquisition-related margin pressures may impact earnings. Supply chain disruptions and rising costs could strain profitability. Intensifying competition in robotics and MedTech demands constant innovation. Macroeconomic risks, including potential downturns in healthcare spending and regulatory shifts, add uncertainty.(You can read the full research report on Stryker here >>>)Shares of Espey have outperformed the Zacks Electronics - Military industry over the year-to-date period (+33.5% vs. -3.5%). This microcap company with market capitalization of $112.89 million posted strong YTD FY25 results, with revenue up 26.7% to $34.4 million, driven by defense power supply programs and improved gross margins. Its record $138 million backlog — anchored by long-term contracts and key customer relationships — provides multi-year revenue visibility, with nearly half scheduled beyond FY26. Strategic wins include $49.3 million in multi-year contracts for the U.S. Navy's Columbia-class submarines, supporting long-term positioning in electrification systems. A debt-free balance sheet, $28.3M in liquidity, and $10.8M in federal funding for capacity upgrades enhance strategic flexibility and throughput. Espey benefits from defense modernization tailwinds, especially in naval and airborne electrification. However, risks include persistent margin headwinds from early-stage programs, fixed cost pressures, and high customer concentration. (You can read the full research report on Espey here >>>)Comstock's shares have outperformed the Zacks Building Products - Home Builders industry over the year-to-date period (+22% vs. -11.4%). This microcap company with market capitalization of $99.01 million benefits from stable, recurring revenue from asset management agreements extending through 2035, featuring cost-plus structures and performance incentives. Comstock's debt-free, asset-light model enhances financial flexibility, while consistent revenue growth — 18.8% YoY in Q1 2025 — and expanding profitability demonstrate strong operational leverage. The company manages a high-quality, transit-oriented portfolio poised to scale to 10 million SF, with a defined development pipeline supporting future revenue growth. Strong tenant demand, long lease terms, and strategic alignment with urbanization further reinforce its defensible cash flows. However, risks include revenue concentration with a related party, low third-party diversification, and deferred incentive fee recognition. Regulatory headwinds and heavy geographic concentration in the D.C. metro area pose additional exposure. (You can read the full research report on Comstock here >>>)Other noteworthy reports we are featuring today include Louisiana-Pacific Corp. (LPX), Emerson Electric Co. (EMR) and Simon Property Group, Inc. (SPG).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read Mastercard's (MA) Accretive Buyouts Aid, Elevated Costs Hurt Verizon (VZ) Rides on Robust Demand for Fixed Wireless Services Diversified Product Portfolio Drives Stryker's (SYK) Prospects Featured Reports Intelligent Devices Unit Aids Emerson (EMR), High Debt AilsPer the Zacks analyst, Emerson's Intelligent Devices unit is driven by strength in the final control and measurement & analytical businesses. High debt level remains concerning for the company. Retail Recovery Aid Simon (SPG) Despite Online Growth Trend Per the Zacks Analyst, solid retail demand, focus on supporting omnichannel retailing and developing mixed-use assets bode well for Simon, despite e-commerce adoption and high interest rates Dupixent Profits Fuels Regeneron (REGN), Eylea Decline A WoePer the Zacks analyst, stellar performance of Dupixent fuels Regeneron even as lead drug Eylea faces challenges. The company's progress with the oncology portfolio is also impressive. High Rates to Aid Truist Financial (TFC), Asset Quality WeakPer the Zacks analyst, relatively higher rates, business restructuring, fee income, and solid balance sheet will support Truist Financial's financials. Yet, high costs and weak asset quality are woes. Cardinal Health's (CAH) Diverse Products Gives Competitive EdgePer the Zacks analyst, Cardinal Health's diversified portfolio represents long-term opportunities. Its products provide the company with a competitive edge in the niche space with fierce competition. V.F. Corp's (VFC) Reinvent Transformation Plan Bodes WellPer the Zacks analyst, V.F. Corp's Reinvent transformation program, aimed at reducing costs, strengthening balance sheet, revitalizing U.S. business, and driving Vans turnaround, is progressing well. Solid Air Traffic Aids AAR Corp (AIR), Supply Chain Woes Per the Zacks analyst, steadily growing air passenger traffic is boosting AAR Corp.'s Parts Supply business. Yet persistent supply chain challenges plaguing the aerospace sector remains a concern. New Upgrades Siding Business Aids Louisiana-Pacific (LPX), High Costs AilPer the Zacks analyst, Louisiana-Pacific is gaining from strength in the Siding business and disciplined capital management. However, the weak OSB market and high costs are hurting prospects. Juniper (JNPR) Rides on Healthy Demand & Product InnovationPer the Zacks analyst, strong demand in the Cloud and Enterprise verticals combined with the development of cutting-edge AI native networking solutions will likely drive Juniper's top line. Solid Demand for AI Servers Aids Dell Technologies (DELL)Per the Zacks analyst, Dell is benefiting from strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI applications. New Downgrades High Debt and Extreme Oil Price Volatility Ail Matador (MTDR)Per the Zacks analyst, Matador Resources faces elevated financial risk due to its high debt levels. Its exposure to volatility in crude prices may negatively impact its profitability. High Labor Costs & Debt Dent Alaska Air's (ALK) ProspectsThe Zacks analyst is concerned that high labor costs are limiting Alaska Air's bottom-line growth. High debt load represents another concern. Weak Demand in End Markets to Hurt International Paper (IP)The Zacks analyst is concerned that the ongoing weak demand in both the Packaging Solutions North America and Packaging Solutions EMEA segments will continue to impact International Paper's results. 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 Mastercard Incorporated (MA) : Free Stock Analysis Report Simon Property Group, Inc. (SPG) : Free Stock Analysis Report Verizon Communications Inc. (VZ) : Free Stock Analysis Report Emerson Electric Co. (EMR) : Free Stock Analysis Report Stryker Corporation (SYK) : Free Stock Analysis Report Louisiana-Pacific Corporation (LPX) : Free Stock Analysis Report Espey Mfg. & Electronics Corp. (ESP) : Free Stock Analysis Report Comstock Holding Companies, Inc. (CHCI): Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
28-05-2025
- Business
- Yahoo
Top Stock Reports for Coca-Cola, Abbott & AT&T
Tuesday, May 27, 2025The 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 The Coca-Cola Co. (KO), Abbott Laboratories (ABT) and AT&T Inc. (T). These research reports have been hand-picked from the roughly 70 reports published by our analyst team can see all of today's research reports here >>>Ahead of Wall StreetThe 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 and attempts 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 can read today's AWS here >>> Pre-Markets Up on New Tariff DevelopmentsToday's Featured Research ReportsCoca-Cola's shares have outperformed the Zacks Beverages - Soft drinks industry over the year-to-date period (+16% vs. +8%). The company delivered a strong first-quarter 2025, marking its ninth consecutive quarter of beating top- and bottom-line expectations. First-quarter 2025 performance was driven by broad-based growth, improved price/mix, and effective execution of its all-weather strategy, which blends marketing, innovation, and revenue growth management. Innovation and marketing continue to drive brand momentum, with impactful campaigns and product launches. However, volume softness in key markets like North America and Mexico, due to weather, timing shifts, and weaker sentiment, tempered momentum. Currency headwinds, higher taxes, and rising interest costs continue to be concerns. Despite reaffirming its 2025 guidance, management signaled a cautious near-term outlook, describing Q2 as potentially "choppy."(You can read the full research report on Coca-Cola here >>>)Shares of Abbott have outperformed the Zacks Medical - Products industry over the year-to-date period (+15.7% vs. +4.3%). The company's pipeline is unlocking new growth opportunities, supporting the company's positive momentum and strong growth outlook for 2025. Freestyle Libre, Lingo and Libre Rio CGM devices are on a great trajectory. Alinity, the company's next-generation suite of systems, is a key driver in the core lab diagnostics business. Abbott is optimistic about its latest progress with biosimilars and expects this to significantly boost EPD sales, beginning 2025. Within Nutrition, despite softness in its international pediatric arm, Abbott is regaining market share banking on strong Adult Nutrition business. Yet, the significant runoff of COVID-19 testing-related sales is hurting Abbott's Diagnostics growth. Headwinds such as tough macro conditions and foreign exchange also adds to the worry. (You can read the full research report on Abbott here >>>)AT&T's shares have outperformed the Zacks Wireless National industry over the year-to-date period (+23% vs. +13.5%). The company is witnessing healthy momentum in its postpaid wireless business with a lower churn rate and increased adoption of higher-tier unlimited plans. AT&T expects to gain a competitive edge over rivals through edge computing services that allow businesses to route application-specific traffic where they need it and where it's most effective. Acquisition of Lumen's fiber internet connectivity business will significantly expand market reach. Collaboration with Ericsson to deploy a commercial-scale open radio access network will likely bring long term benefits. However, the company is facing a steady decline in linear TV subscribers and legacy services. Stiff competition in the U.S. wireless market remains a major concern. As AT&T tries to woo customers with discounts, freebies and cash credits, margin pressures tend to rise.(You can read the full research report on AT&T here >>>)Other noteworthy reports we are featuring today include Honda Motor Co., Ltd. (HMC), Vale S.A. (VALE) and Centene Corporation (CNC).Director of ResearchSheraz MianNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read Coca-Cola's (KO) All-Weather Strategy to Boost the Top Line Strength in Diabetes Care Aids Abbott (ABT), FX Woes Stay AT&T (T) Rides on Healthy Demand, Strategic Acquisition Featured Reports Surge in Hybrid Adoption Aids Honda (HMC), Rising Capex AilsPer the Zacks analyst, the surge in hybrid adoption is boosting Honda's sales. However, rising capex requirements are likely to hurt the company's cash flows. Investments, Cost Cuts Aid Vale (VALE) Amid Price VolatilityPer the Zacks analyst, investment in growth projects, focus on improving quality and productivity and lowering costs will fuel Vale's growth in the backdrop of volatile iron ore prices. Strategic Acquisitions and High Premiums Aid Centene (CNC)Per the Zacks analyst, strategic buyouts are expanding Centene's markets and membership. Additionally, rising commercial premiums are boosting revenue. Corpay (CPAY) Grows Organically, High Interest Expense AilPer the Zacks analyst, Corpay's organic growth is fueled by rise in volume and revenues per transaction in its payment programs. Rising interest expense affects bottom-line. Robust Growth in Payment Solutions Drives Jack Henry (JKHY)Per the Zacks Analyst, Jack Henry is benefiting from strength in its card processing solutions, driven by expanding transaction volumes. High Rates Aid East West Bancorp (EWBC), Asset Quality AilsPer the Zacks analyst, decent loan demand, relatively high rates and diverse fee income streams will aid East West Bancorp's revenues, while weak asset quality and subdued mortgage business are woes. Halozyme's (HALO) ENHANZE Drug Delivery Technology Aid GrowthPer the Zacks Analyst, Halozyme's collaboration deals with large pharma companies related to ENHANZE technology, drives revenues growth. Over dependence on partners for revenues remains a concern. New Upgrades Focus on Regulated Energy Delivery Aids MDU Resources (MDU)Per the Zacks analyst, MDU Resources benefits from its focus on regulated energy delivery business. Its investment of $3.06 billion through 2029 should improve the reliability of its services. EverQuote (EVER) Boasts Revenue Growth, Solid Balance SheetPer the Zacks analyst, consumer traffic, quote request volume and innovative advertiser products and services drive EverQuote revenues. Its strong balance sheet enables it to fulfill debt obligations. Product Launch & Expansion Efforts Aid JAKKS Pacific (JAKK)Per the Zacks analyst, JAKKS Pacific benefits from solid consumer demand for licensed toys and core product lines. Also, focus on FOB business model and retail expansion efforts bode well. New Downgrades USA Compression (USAC) Faces Flat Horsepower GrowthThe Zacks analyst warns that USA Compression's near-term outlook is modest, as horsepower growth lags forecasts and 2025 gains rely heavily on pricing rather than volume expansion. High Operating Costs are likely to hurt Abercrombie's (ANF) MarginPer the Zacks analyst, Abercrombie is reeling under rising operating expenses and elevated freight rates. It expects higher operating and freight costs to hurt margins in the first-half of fiscal 2025 High Costs, Stiff Competition Ail Evercore's (EVR) GrowthPer the Zacks analyst, high costs will impede Evercore's bottom-line growth while volatility of institutional AUM will hurt revenues. Stiff competition creates pricing and competitive pressures. 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 Abbott Laboratories (ABT) : Free Stock Analysis Report AT&T Inc. (T) : Free Stock Analysis Report CocaCola Company (The) (KO) : Free Stock Analysis Report VALE S.A. (VALE) : Free Stock Analysis Report Honda Motor Co., Ltd. (HMC) : Free Stock Analysis Report Centene Corporation (CNC) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
Top Analyst Reports for Oracle, IBM & Merck
Wednesday, May 14, 2025The 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 Oracle Corp. (ORCL), IBM Corp. (IBM) and Merck & Co., Inc. (MRK), as well as a micro-cap stock Earth Science Tech, Inc. (ETST). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the research reports have been hand-picked from the roughly 70 reports published by our analyst team can see all of today's research reports here >>>Ahead of Wall StreetThe 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 and attempts 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 can read today's AWS here >>> No Econ Reports Equals Good News in Pre-MarketToday's Featured Research ReportsOracle's shares have outperformed the Zacks Computer - Software industry over the past year (+39.2% vs. +10%). The company is gaining from the ongoing momentum across its cloud business, driven by the strong uptake of Oracle Cloud Infrastructure and Autonomous Database offerings, including from winning cloud-computing contracts from AI-focused solid adoption of cloud-based applications, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP, bodes well. ORCL's partnership with Amazon for Oracle Database@AWS and general availability of Oracle Database@Google holds promise. Oracle's Gen 2 Cloud is driving artificial intelligence clientele. Its share buybacks and dividend policy are Zacks analyst expects fiscal 2025 net sales to grow 7.7% from fiscal 2024. However, higher spending on product enhancements toward the cloud platform amid increasing competition in the cloud domain is likely to limit margin expansion.(You can read the full research report on Oracle here >>>)Shares of IBM have outperformed the Zacks Computer - Integrated Systems industry over the past year (+61.5% vs. -2.5%). The company is poised to benefit from strong demand for hybrid cloud and AI, driving growth in Software and Consulting. The company's growth is expected to be driven primarily by analytics, cloud computing, and security in the long core technology platform for AI capabilities watsonx is gaining significant market traction across industries. The company is collaborating with SAP to tap generative AI technology within the retail industry. The collaboration is likely to facilitate higher productivity and help accelerate business transformation in consumer-packaged goods and retail stiff competition in various end markets is straining profits. Stringent cost-cutting efforts to boost margins beyond a certain threshold are likely to impact product quality. IBM's frequent acquisitions have escalated integration risks.(You can read the full research report on IBM here >>>)Merck's shares have underperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (-26% vs. -4.7%). The company's rising competitive pressure on the diabetes franchise and persistent challenges for Gardasil in China remain overhangs. There are concerns about Merck's ability to successfully navigate the Keytruda loss of exclusivity period and potential competition for the Merck's first-quarter earnings and sales beat estimates. Its blockbuster drug, Keytruda, and new products have been driving sales. With continued label expansion into new indications, particularly earlier-stage launches, Keytruda is expected to see continued health is also contributing to growth. Merck boasts a strong cancer pipeline, including Keytruda, which should drive long-term growth. Merck is investing in M&A activity to strengthen its pipeline.(You can read the full research report on Merck here >>>)Shares of Earth Science Tech have outperformed the Zacks Medical - Biomedical and Genetics industry over the year-to-date period (+11.4% vs. -7.8%). This microcap company with market capitalization of $42.53 million posted a 311.6% year-over-year revenue surge to $24.4 million for the nine months ended Dec. 31, 2024, driven by RxCompound and Peaks. The vertically integrated model, new revenue from shipping and balanced customer mix support cash flow rose to $2.4 million, reflecting tighter working capital controls. Gross margin held firm at 72.7% despite a 1,151% spike in salaries. Strategic acquisitions expanded pharmacy and telehealth capabilities, but integration, liquidity ($0.5 million cash against $2.3 million liabilities), and revenue concentration risks buybacks amid short-term debt, opaque marketing ROI, and thin net margins (8.5%) raise sustainability questions. Execution and financial discipline will be critical to support ongoing growth. The P/B ratio signals premium pricing based on asset expectations.(You can read the full research report on Earth Science Tech here >>>)Other noteworthy reports we are featuring today include CVS Health Corporation (CVS), MetLife, Inc. (MET) and Coinbase Global, Inc. (COIN).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read Oracle (ORCL) Gains from Cloud Suite Adoption & Partnerships IBM Rides on Strong Customer Growth in Software Segment Keytruda Drives Merck (MRK) Sales Amid Gardasil China Issues Featured Reports Healthcare Delivery Aids CVS Health (CVS), Macro Woes StayThe Zacks analyst is impressed with solid revenue gains in CVS Health's Healthcare Delivery business, led by robust patient growth at Oak Street. Yet, shifting macroeconomy may hurt its operations. Acquisitions & Cost-Cutting Initiatives Aid MetLife (MET)Per the Zacks analyst, several acquisitions and partnerships will continue to bolster the capabilities and global presence of MetLife. Efforts to control costs should drive its margins. Coinbase (COIN) Banks on Improving Top Line, Expenses HurtPer the Zacks analyst, higher transaction revenues, subscription and services revenues, growth in crypto assets should drive Coinbase revenues. However, escalating expenses hurt its margins. Yum! Brands (YUM) Banks on Digital Efforts, High Costs HurtPer the Zacks analyst, Yum! Brands is likely to from digital efforts, increased kiosk adoption and unit expansion efforts. However, high costs and macro woes ail. Loan Growth Supports M&T Bank (MTB), Rising Costs a WoePer the Zacks analyst, M&T Bank's increasing loans and deposit balances are supporting its financials. Yet, investments in strengthening its franchise will keep expenses elevated. Wabtec (WAB) Benefits From Segmental Strength Amid Rising ExpensesPer the Zacks Analyst, Wabtec's top line is benefitting from higher sales across its Freight and Transit segments. Rising expenses pose a threat to the company's bottom line. Antero Resources (AR) to Gain from Vast Appalachia AssetsPer the Zacks analyst, Antero Resources is poised for growth with a strong foothold in the Appalachian Basin, backed by extensive premium drilling locations in Marcellus and Utica Shales. New Upgrades Steady Tower Demand Aids Crown Castle (CCI), Debt Burden AilPer the Zacks Analyst, Crown Castle's efforts to augment tower business bode well amid the rising wireless connectivity usage. Yet, customer concentration and high interest expenses ail. Seagate (STX) Rides on Mass Capacity Demand Amid High DebtPer the Zacks analyst, Seagate's performance is gaining from improving demand for mass capacity storage solutions and expansion into the SSD storage market. However, high indebtedness is a concern. Increasing Solar Projects Drive Emeren (SOL) Amid Supply Chain IssuesPer the Zacks analyst, Emeren is likely to benefit from its expanding solar projects worldwide. Yet supply chain issues result in delays and increase costs. New Downgrades Challenges in RV Market & Rising Expenses to Ail Thor (THO)Per the Zacks analyst, the anticipated challenges in the RV market are likely to hurt Thor's top-line growth. Rising SG&A expenses are likely to exert pressure on profit margins. Weakness in PTI Sector to Hurt MRC Global Amid Forex WoesPer the Zacks analyst, MRC Global is struggling with poor performance of the Production & Transmission Infrastructure sector due to completion of large projects. Forex woes are an added concern. Target (TGT) Struggles as Shoppers Cut Back on SpendingPer the Zacks analyst, Target's fourth quarter shows troubling signs with a decline in average transaction size, highlighting deepening consumer cutbacks. The average transaction amount fell 0.6%. 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 International Business Machines Corporation (IBM) : Free Stock Analysis Report Merck & Co., Inc. (MRK) : Free Stock Analysis Report MetLife, Inc. (MET) : Free Stock Analysis Report CVS Health Corporation (CVS) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report Earth Science Tech, Inc. (ETST) : Free Stock Analysis Report Coinbase Global, Inc. (COIN) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-05-2025
- Business
- Yahoo
Top Stock Reports for Alphabet, Berkshire Hathaway & Visa
Monday, May 5, 2025The 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 Alphabet Inc. (GOOGL), Berkshire Hathaway Inc. (BRK.B) and Visa Inc. (V), as well as a micro-cap stock bioAffinity Technologies, Inc. (BIAF). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the research reports have been hand-picked from the roughly 70 reports published by our analyst team can see all of today's research reports here >>>Ahead of Wall StreetThe 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 and attempts 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 can read today's AWS here >>> Pre-Market Futures in the Red to Start New Trading WeekToday's Featured Research ReportsAlphabet's shares have outperformed the Zacks Internet - Services industry over the past year (+0.3% vs. -0.4%). The company is riding on strong cloud and search growth. Google Cloud is benefiting from accelerated growth across the AI infrastructure, enterprise AI platform Vertex and strong adoption of Generative AI still expects to invest roughly $75 billion in capital expenditures in 2025, which is aimed to build up technical infrastructure, primarily for servers followed by data centers and networking. Its dominant position in the search engine market is a strong growth driver. In first-quarter 2025, GOOGL saw continued double-digit revenue growth in surpassed 270 million paid subscriptions with YouTube and Google One as key drivers. However, increasing litigation issues is a concern. Rising cloud competition from Microsoft and Amazon is a headwind.(You can read the full research report on Alphabet here >>>)Shares of Berkshire Hathaway have gained +28.2% over the past year against the Zacks Insurance - Property and Casualty industry's gain of +30%. The company is one of the largest property and casualty insurance companies with numerous diverse business activities. A strong cash position supports earnings-accretive bolt-on buyouts and is indicative of its financial insurance business growth fuels an increase in float, drives earnings and generates maximum returns on equity. The non-insurance businesses have also been doing well in the last few years. The insurer has also started increasing its investment in Japan. A sturdy capital level provides further exposure to cat losses induce earnings volatility and also affects underwriting results. Huge capital expenditure remains a headwind. With the demise of Charlie Munger, uncertainty looms over the company's performance.(You can read the full research report on Berkshire Hathaway here >>>)Visa's shares have outperformed the Zacks Financial Transaction Services industry over the past year (+31% vs. +23.1%). The company beat 2Q25 earnings estimates on strong payment volumes. Its strategic acquisitions and alliances are fostering long-term growth and consistently driving revenues. It expects net revenues to grow in high single to low double-digits in fiscal is fueled by persistent increases in payments, cross-border volumes and sustained investments in technology, and is witnessing significant profit growth. The ongoing shift to digital payments is advantageous for Visa, with strong domestic volumes supporting its overall performance. A robust cash position enables the company to enhance shareholder elevated operating expenses pose margin challenges. Visa is witnessing a volatile cash volume from the Asia Pacific and U.S. regions. Hence, the stock warrants a cautious stance.(You can read the full research report on Visa here >>>)Shares of bioAffinity Technologies have underperformed the Zacks Medical - Biomedical and Genetics industry over the past year (-79.4% vs. -12.3%). This microcap company with market capitalization of $8.18 million is facing risks which include high cash burn, reliance on CyPath Lung, regulatory uncertainty from LDT reclassification and competitive pressures from larger FDA-cleared peers. Its historical valuation and industry benchmarks suggest potential undervaluation, offering investors an attractive entry point if fundamentals bioAffinity reported 2024 revenue growth of 269.7% to $9.4 million, driven by PPLS integration and a 1,400% surge in CyPath Lung test orders. While 2025 revenue is projected to be $6 million–8 million due to the exit from low-margin services, a shift to high-margin diagnostics, $4 million in cost savings and expanded access via Medicare, private payers and FSS listings enhance long-term prospects. CyPath Lung's strong diagnostic performance with real-world case studies is driving adoption. Operational improvements support scalability.(You can read the full research report on bioAffinity Technologies here >>>)Other noteworthy reports we are featuring today include Welltower Inc. (WELL), Ecolab Inc. (ECL) and Cognizant Technology Solutions Corp. (CTSH).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read Alphabet (GOOGL) Benefits From Cloud & Search Initiatives Solid Insurance Business Aid Berkshire (BRK.B), Cat Loss Ail Visa (V) Rides On Cross Border Volume Growth, Expenses High Featured Reports Welltower (WELL) to Gain From Strong Senior Housing DemandPer the Zacks Analyst, Welltower is likely to gain from high senior housing demand backed by an expected rise in senior citizens' population and healthcare expenses despite substantial debt burden. Ecolab (ECL) R&D Boosts Growth Amid Market UncertaintiesPer the Zacks Analyst, Ecolab's focus on R&D and cost-efficiency positions it for long-term growth. However, competitive pressures and macroeconomic uncertainties pose risks to its performance. Cognizant (CTSH) Rides on Acquisitions, Strong Partner BasePer the Zacks analyst, Cognizant is benefiting from accretive acquisitions. A strong partner base has been helping it to expand its clientele. Valero's (VLO) Extensive Refinery Network Aids ProfitabilityPer the Zacks analyst, Valero Energy's vast refining network enables it to tap into different markets, supporting diverse customer needs. However, stringent environmental policies pose major risks. Kraft Heinz (KHC) Benefits From Strategic Pricing EffortsPer the Zacks analyst, Kraft Heinz is benefiting from solid pricing action. In first-quarter, pricing rose 0.9 percentage point year-over-year, driven by gains in North America and Emerging Markets. Xenon Focusing on Lead Epilepsy Candidate Amid Stiff CompetitionPer the Zacks Analyst, XENE's phase III epilepsy studies for azetukalner are progressing well. However, significant rivalry in the target market is a woe. Investment, Organic Growth Aid California Water Service (CWT)Per the Zacks analyst, California Water's systematic investment to strengthen its infrastructure will assist in serving its rising customer base. Contribution from organic assets will act as tailwinds New Upgrades New Awards & Solid Backlog Aid Fluor (FLR) Amid Macro WoesPer the Zacks analyst, Fluor benefits from increased activities on large projects within the Urban Solutions segment and solid backlog. However, project delays and market volatility are concerns. Uptake of Grid Edge Intelligence Platform Buoys Itron (ITRI)Per the Zacks analyst, solid uptake of Itron's advanced grid edge intelligence solution, stemming from rising modernization initiatives, is a plus. Product mix and cost efficiency boost margins. Xerox (XRX) Gains From ITsavvy Buyout Amid High CompetitionPer the Zacks analyst, the ITsavvy acquisition aids Xerox's reinvention and expansion of its IT services while providing innovative solutions to clients' workplaces. Rising competition is an overhang. New Downgrades ManpowerGroup (MAN) Affected by Declining Organic RevenuesPer the Zacks analyst, sluggish recruitment activities amid the weak macroeconomic environment across Europe and North America hurt ManpowerGroup's organic revenues. Weak Engineered Fastening Unit Hurts Stanley Black (SWK)Per the Zacks analyst, weak performance in Stanley Black's Engineered Fastening unit due to softness in the automotive end market are weighing on its results. High costs also remain a concern. Soft Construction Trends & High Costs Ail Owens Corning (OC)Per the Zacks analyst, Owens Corning is hurting from slow activity in the residential and commercial construction sectors. Also, high expenses related to ongoing cost optimization are added concerns. 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 Visa Inc. (V) : Free Stock Analysis Report Ecolab Inc. (ECL) : Free Stock Analysis Report Cognizant Technology Solutions Corporation (CTSH) : Free Stock Analysis Report Berkshire Hathaway Inc. (BRK.B) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report Welltower Inc. (WELL) : Free Stock Analysis Report bioAffinity Technologies, Inc. (BIAF): Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
01-05-2025
- Business
- Yahoo
Top Stock Reports for Amazon.com, Johnson & Johnson & Cisco Systems
Wednesday, April 30, 2025The 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 Inc. (AMZN), Johnson & Johnson (JNJ) and Cisco Systems, Inc. (CSCO), as well as a micro-cap NeurAxis, Inc. (NRXS). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the research reports have been hand-picked from the roughly 70 reports published by our analyst team can see all of today's research reports here >>>Ahead of Wall StreetThe 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 can read today's AWS here >>> First Negative GDP in 3+ Years: -0.3%; Pre-Markets DownToday's Featured Research ReportsShares of have gained +0.4% over the past year against the Zacks Internet - Commerce industry's gain of +13.4%. The company's top-line is driven by steady momentum in Prime and AWS. Strengthening AWS services portfolio and its growing adoption rate is contributing well to AWS performance. Ultra-fast delivery services and expanding content portfolio are beneficial. Strengthening relationships with third-party sellers is a positive.A robust advertising business is also contributing well. Amazon's expanding global presence remains a positive. Growing capabilities in grocery, pharmacy, healthcare and autonomous driving are other positives. Deepening focus on generative AI is a major plus. We expect 2025 net sales to increase 8.6% from Amazon announced disappointing guidance for the first quarter. Management cited foreign exchange headwinds and the absence of an extra Leap Year Day as factors likely to impact growth in the current quarter.(You can read the full research report on here >>>)Johnson & Johnson's shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (+8.3% vs. +3.5%). The company beat Q1 estimates for earnings and sales. J&J's Innovative Medicine unit is showing a growth trend, driven by existing products like Darzalex, Tremfya and Erleada and continued uptake of new launches, including Spravato, Carvykti and Tecvayli.J&J is making rapid progress with its pipeline and has been on an acquisition spree lately, which has strengthened this pipeline. However, sales in the MedTech segment have slowed down due to headwinds in Asia-Pacific markets like China and competitive pressure in some launch of Stelara generics is eroding the drug's sales in 2025. Uncertainty around the talc lawsuits remains. The potential impact of pharma tariffs in an uncertain economic landscape is still an overhang.(You can read the full research report on Johnson & Johnson here >>>)Shares of Cisco Systems have gained +24.3% over the past year against the Zacks Computer - Networking industry's gain of +25%. The company's business model has evolved with subscription revenues accounting for more than half of its total revenues. An increase in its recurring revenue base bodes well for investors. The Splunk acquisition enhances these recurring buyout significantly expands Cisco's portfolio of software-based solutions, contributing more than $4 billion in ARR and making it one of the largest software companies in the world. The launch of AI-powered Hypershield, which combines security and networking, strengthened Cisco's security it has been suffering from sluggish networking sales, primarily due to lackluster demand from telecommunication and cable services providers, as well as stiff competition. Cisco's prospects are further challenged in the AI-driven networking space due to stiffening competition.(You can read the full research report on Cisco Systems here >>>)NeurAxis' shares have outperformed the Zacks Medical Info Systems industry over the year-to-date period (+5.5% vs. +4.9%). This microcap company with a market capitalization of $16.02 million has delivered 43% revenue growth in fourth-quarter 2024, driven by 45% unit growth and insurance expansion from 4 million to 51 million milestones, including FDA clearance for broader age use and upcoming CPT I code activation (January 2026), enhance scalability. IB-Stim targets a pediatric gut-brain disorder market valued at more than $8 billion, and the RED device expands into a $2 billion adult diagnostic revenue growth, liquidity ($3.7 million cash) and gross margins (86.4% in the fourth quarter) are solid, risks include delayed CPT benefits, insurance adoption lag, concentration in IB-Stim, cash burn, margin pressure from discount programs and emerging MedTech competition. The stock is currently valued below its historical median on both EV/Sales and P/S metrics, aligning closely with industry averages.(You can read the full research report on NeurAxis here >>>)Other noteworthy reports we are featuring today include Cadence Design Systems, Inc. (CDNS), Aon plc (AON) and Equifax Inc. (EFX).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read Amazon (AMZN) Rides on Prime & AWS Amid Rising Competition J&J's (JNJ) Innovative Medicine Strong, MedTech Slows Down Cisco (CSCO) Benefits From Strong Security Products Adoption Featured Reports Cadence (CDNS) Benefits from Diversified Product PortfolioPer the Zacks analyst, Cadence's performance is gaining from solid demand amid accelerated chip design activity. Stiff competition and uncertain macroeconomic conditions remain concerns. Aon's (AON) Strategic Acquisitions Aid, Expenses Woes LingerPer the Zacks analyst, several acquisitions and collaborations are helping AON enhance its capabilities and driving its profit growth. However, rising expenses remain a concern. Equifax (EFX) Benefits From Acquisitions Amid Low LiquidityPer the Zacks analyst, acquisitions have enabled Equifax to provide a broad insight into consumer performance and explore market opportunities over time. Low liquidity is concerning. Cincinnati Financial (CINF) Benefits From Commercial LinesPer the Zacks analyst, consistent progress at the Commercial Lines segment backed by solid premiums earned contributes to revenue growth of Cincinnati Financial. However, high costs weigh on margins. Gentex (GNTX) to Ride on VOXX Buyout Amid Cost HeadwindsWhile Gentex's portfolio benefits from the addition of VOXX's automotive, consumer electronics and audio businesses, high R&D and engineering expenses may limit margins, per the Zacks analyst. Demand Aids Cousins Properties (CUZ), Interest Expenses HurtPer the Zacks Analyst, Cousins Properties is to benefit from tenants' solid demand for premier office spaces amid slow new starts and improving return to office. Yet, high interest expenses hurt. NOV Inc. (NOV) to Gain from Strong Offshore DemandThe Zacks analyst sees NOV's deepwater equipment demand as a long-term growth driver but remains concerned about tariff impacts and trade tensions weighing on near-term profitability. New Upgrades Investments, Appalachian Assets Aid National Fuel Gas (NFG)Per the Zacks analyst, National Fuel Gas' systematic investment to further strengthen its midstream operations and strong presence in the Appalachian region will boost its performance. Integer Holdings (ITGR) Rises on Innovation, Key M&A DealsPer the Zacks analyst, Integer Holdings is benefiting from portfolio optimization and the divestiture of its Non-Medical unit. Strong R&D and strategic acquisitions fuel its MedTech growth ambitions Strong Sales for Nerlynx Aid Puma Biotech's (PBYI) RevenuesPer the Zacks analyst, Puma Biotech's cancer drug, Nerlynx, is witnessing consistent sales growth in the United States. The acquisition of alisertib also holds promise as it possess huge potential New Downgrades Alaska Air (ALK) is Weighed Down by Macroeconomic UncertaintyPer the Zacks Analyst, ALK is hurt by tariff-induced economic uncertainties and the resultant reduction in consumer and corporate confidence, which is leading to a slowdown in air travel demand. Soft Margin at Segments Weigh on FEMSA's (FMX) Bottom LinePer the Zacks analyst FEMSA grapples with soft operating margins across all segments, except Health division, on operating expense deleverage. This weighed on earning performance in first-quarter 2025 Tariff Costs & Soft Demand to Hurt Masco's (MAS) PerformancePer the Zacks analyst, Masco's prospects are hindered by higher costs from new tariffs and soft demand across segments, as consumers remain cautious in a weak economic environment. 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 Inc. (AMZN) : Free Stock Analysis Report Johnson & Johnson (JNJ) : Free Stock Analysis Report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report Equifax, Inc. (EFX) : Free Stock Analysis Report Aon plc (AON) : Free Stock Analysis Report Cadence Design Systems, Inc. (CDNS) : Free Stock Analysis Report Neuraxis, Inc. (NRXS): Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
