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2 days ago
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The Zacks Analyst Blog Highlights NVIDIA, Microsoft, Taiwan Semiconductor Manufacturing Company, Alphabet and Amazon.com
Chicago, IL – June 6, 2025 – 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: NVIDIA Corp. NVDA, Microsoft Corp. MSFT, Taiwan Semiconductor Manufacturing Company Ltd. TSM, Alphabet Inc. GOOGL and Inc. AMZN. NVIDIA Corp. recently achieved a milestone, following double-digit revenue growth in the fiscal 2026 first quarter and a business boom. Let's explore this achievement and consider the NVDA stock's potential for investment. On Tuesday, NVIDIA surpassed Microsoft Corp. to regain the title of the world's most valuable company. NVIDIA's shares continued to rally on Wednesday, with the Jensen Huang-led company's market capitalization currently at $3.461 trillion. NVIDIA stock rose by over 50% from its low in April, leading to a market capitalization increase of over $1 trillion as investors showed renewed confidence. NVIDIA's shares have experienced periods of volatility this year due to investor concerns about the sustainability of artificial intelligence (AI) demand and the Trump administration's tariffs. However, better-than-expected first-quarter revenues, despite losing billions in sales due to the U.S. export ban on China, powered NVIDIA's shares. For the quarter, NVIDIA posted revenues of $44.1 billion, exceeding analysts' expectations of $43.3 billion and significantly more than $26 billion in the same period last year. NVIDIA successfully overcame supply-chain bottlenecks to deliver its cutting-edge Blackwell AI servers to big cloud customers, including Microsoft. NVIDIA's primary contract chip manufacturer, Taiwan Semiconductor Manufacturing Company Ltd., or TSMC, confirmed strong AI chip demand. All these developments also helped NVIDIA's shares trade in positive territory for the year, up 5.4% year to date. To enhance AI computing capabilities, cloud computing companies Alphabet Inc. and Inc., to name a few, are purchasing graphics processing units (GPUs), where NVIDIA has more than a 90% market share, according to IoT Analytics. This wide moat should continue to bolster growth. Moreover, the increase in popularity of the CUDA software platform among developers and the growing demand for the Blackwell chips due to their faster AI interface are expected to boost NVIDIA's growth. At the same time, NVIDIA stands to benefit from the AI revolution in autonomous robots and self-driving cars. Amazon employs NVIDIA's Isaac to train warehouse robots. NVIDIA's increasing value, rise in first-quarter revenues, growing AI data center spending, demand for its latest chip and GPU, and potential growth in automotive revenues should encourage stakeholders to stay invested in NVDA stock. Additionally, keeping NVDA stock due to its strong fundamentals makes sense as the company's net profit margin of 55.7% outperformed the Semiconductor - General industry's 49.5%. However, the U.S. government has restricted NVIDIA from selling its H20 chips to the Chinese market, which could impact the company's revenue growth vis-à-vis its stock performance in the future. Therefore, new entrants should wait and watch for any progress in this area before making a bet on NVDA stock. For now, NVIDIA has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here. Zacks Investment Research 800-767-3771 ext. 9339 support@ 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 for information about the performance numbers displayed in this press release. 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 Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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3 days ago
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The Zacks Analyst Blog Highlights Costco Wholesale Corporation, Ross Stores, Dollar General and Target
Chicago, IL – June 5, 2025 – 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: Costco Wholesale Corporation COST, Ross Stores, Inc. ROST, Dollar General Corp. DG and Target Corp. TGT. Costco Wholesale Corporationreported its third-quarter fiscal 2025 results last Thursday after the closing bell, sparking fresh debate among investors about the stock's future direction. As a dominant player in the retail sector, Costco has long been known for its stability and strong customer base, even in the face of broader economic headwinds. Now that its latest earnings are out, investors are contemplating whether to increase their stake, hold tight to their current investments or sell off shares in response to new data and market trends. Shares of Costco have risen 4.6% following its third-quarter earnings release, reflecting the positive market response to the company's strategic initiatives and operational efficiencies. The growth in global footprint, robust membership expansion and commitment to delivering value at competitive prices have reinforced Costco's appeal as a resilient, long-term investment. Costco's top and bottom lines surpassed the Zacks Consensus Estimate and increased year over year. The company also registered decent comparable sales growth during the quarter. (Read: Costco Q3 Earnings Beat Estimates, E-Commerce Comp Sales Rise) The company's ability to generate strong comparable sales across regions highlights its effective pricing strategy and member loyalty. Comparable sales, excluding gasoline prices and foreign exchange impacts, rose 8%. In the United States, comparable sales increased 7.9%, while Canada and Other International markets saw gains of 7.8% and 8.5%, respectively. Costco ended the quarter with 79.6 million paid household members, up 6.8% from the prior year. Executive memberships, a more profitable category for Costco, grew 9% year over year to reach 37.6 million, now accounting for 47.3% of all paid members and driving 73.1% of worldwide sales. The company's commitment to value and quality has fostered strong loyalty among members. Over the past seven days, analysts have increased their estimates for the current fiscal year by 6 cents to $18.02. For the next fiscal year, the Zacks Consensus Estimate has risen by 14 cents to $19.90. These estimates indicate expected year-over-year growth rates of 11.9% and 10.4%, respectively. Costco's resilient business model, centered around a membership-based structure, continues to be a major growth driver. The company's high membership renewal rates, coupled with its efficient supply chain management and bulk purchasing power, ensure competitive pricing. Importantly, the renewal rate remained extremely strong at 92.7% in the United States and Canada and 90.2% worldwide. This robust model has allowed Costco to thrive, even during economic downturns. Members pay an annual fee for access to Costco's warehouses, where they can purchase goods at significant discounts. This model not only ensures a steady inflow of revenues but also creates a sense of exclusivity and value among its members. Membership fee income rose 10.4% year over year to $1,240 million in the third quarter of fiscal 2025. The recent membership fee increase contributed about 4.6% to membership fee income in the quarter. Costco's ability to evolve with changing consumer preferences has also played a vital role in its expansion. The company adjusts its product mix to include both everyday essentials and unique, high-demand items — a strategy that strengthens its appeal across diverse customer segments. Through data-driven market analysis and an adaptable merchandising approach, Costco has steadily expanded its presence in both domestic and international markets. The company plans to open 27 warehouses in fiscal 2025, including three relocations. This includes 15 new locations in the United States, two in Canada and seven in international markets, highlighting its strong domestic and global footprint. Global expansion remains particularly promising as Costco deepens its presence in high-growth regions and continues to build brand recognition abroad. In parallel, Costco is investing aggressively in digital transformation to support growth. E-commerce comparable sales rose 14.8% in the third quarter, reflecting growing online demand. Costco Logistics saw a 31% increase in items delivered, driven by the success of big-ticket product categories. Additionally, initiatives like Costco Next — a curated online marketplace — continue to gain traction. The recent launch of a Buy Now, Pay Later program in partnership with Affirm is another step toward enhancing convenience and flexibility for members. Costco's impressive sales figures are part of a larger retail picture where competition is intensifying. Rivals like Ross Stores, Inc., Dollar General Corp. and Target Corp. are investing in expanding their capabilities and enhancing customer experience. Moreover, margins remain a critical area to monitor, with potential concerns stemming from any deleverage in the selling, general and administrative rate. Additionally, foreign exchange volatility and potential tariffs on key imports create uncertainty. Meanwhile, consumer spending is shifting toward essentials, with discretionary spending seeing weaker demand. Costco stock has been a standout performer, rallying 26.4% over the past year and outpacing the industry's 13.8% gain. This strong performance reflects growing investor confidence in Costco's resilient business model. COST has outperformed key retail peers, with shares of Ross Stores, Dollar General and Target declining 0.2%, 16%, and 35.1%, respectively. However, the stock is trading at a significant premium to its peers. Costco's forward 12-month price-to-earnings ratio stands at 54.42, higher than the industry's ratio of 34.39 and the S&P 500's 21.82. Costco is trading at a premium to Target (with a forward 12-month P/E ratio of 12.25), Ross Stores (22.44) and Dollar General (19.48). Investors should evaluate whether Costco's growth trajectory justifies its premium valuation while considering the associated risks, particularly in a changing macroeconomic environment. For those with a long-term investment horizon, Costco's historical performance and strategic initiatives may present a compelling case for holding the stock. Costco's third-quarter performance underscores its resilient business model, strong membership growth and expanding global footprint. With aggressive store expansion and e-commerce growth, the company is well-positioned for sustained long-term gains. However, its premium valuation compared to peers, foreign exchange fluctuations and tariff risks remain potential challenges. While current investors should hold the stock, new investors should wait for a pullback before buying. Costco currently has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Zacks Investment Research 800-767-3771 ext. 9339 support@ 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 for information about the performance numbers displayed in this press release. 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 Target Corporation (TGT) : Free Stock Analysis Report Dollar General Corporation (DG) : Free Stock Analysis Report Costco Wholesale Corporation (COST) : Free Stock Analysis Report Ross Stores, Inc. (ROST) : 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
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5 days ago
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The Zacks Analyst Blog Highlights Intuit, Amphenol, Broadcom, Twilio and Ubiquiti
Chicago, IL – June 3, 2025 – 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: Intuit Inc. INTU, Amphenol Corp. APH, Broadcom Inc. AVGO, Twilio Inc. TWLO and Ubiquiti Inc. UI. Wall Street's popular adages are not matching this year. April is historically known for being favorable to investors. But this year, April ended on a mixed note after severe volatility. For May, the popular adage is 'Sell and Go Away.' However, last month turned out highly successful for U.S. stock markets. The three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — were up 3.9%, 6.2% and 9.6%, respectively, in May. The tech-heavy Nasdaq Composite and the broad-market index — the S&P 500 — recorded their best months since November 2023. May's turnaround was primarily attributable to the solid performance of the technology sector. In addition to the Nasdaq Composite, the Technology Select Sector SPDR, one of the 11 broad sectors of the S&P 500 Index, surged more than 10%. At this stage, we recommend five technology bigwigs with a favorable Zacks Rank that have provided double-digit returns in the past month for investment. These stocks are: Intuit Inc., Amphenol Corp., Broadcom Inc., Twilio Inc. and Ubiquiti Inc. Each of our picks currently carries a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Intuit Zacks Rank #1 Intuit has been benefiting from steady revenues from the Online Ecosystem and Desktop business segments. INTU's strong momentum in Online Services revenues is driven by the solid performance of Mailchimp, payroll and Money, which includes payments, capital and bill pay. INTU's Credit Karma business is benefiting from strength in Credit Karma Money, credit cards, auto insurance and personal loans. INTU's strategy of shifting its business to a cloud-based subscription model will help generate stable revenues over the long run. Cloud is a flourishing part of the technology space and has been gaining momentum in recent years. Intuit's generative artificial intelligence (AI)-powered "Intuit Assist," provides financial assistant, enabling personalized insights and recommendations, integrated into products like TurboTax, Credit Karma, QuickBooks, and Mailchimp, aiming to fuel small business and personal financial success. Intuit has an expected revenue and earnings growth rate of 14.8% and 18%, respectively, for the current year (ending July 2025). The Zacks Consensus Estimate for current-year earnings has improved 3.7% in the last 30 days. Amphenol Zacks Rank #1 Amphenol provides connectivity solutions using AI and ML (machine learning) technologies. It provides AI-powered high-density, high-speed connectors and cables, and interconnect systems optimized for signal integrity and thermal performance. Amphenol benefits from a diversified business model. APH's strong portfolio of solutions, including high-technology interconnect products, is a key catalyst. Expansion of spending on both current and next-generation defense technologies bodes well for APH's top-line growth. Apart from Defense, APH's prospects ride on strong demand for its solutions across Commercial Air, Industrial and Mobile devices. The Andrew acquisition is expected to add roughly $0.09 to earnings in 2025. APH's diversified business model lowers the volatility of individual end markets and geographies. Its strong cash-flow-generating ability is noteworthy. Amphenol has an expected revenue and earnings growth rate of 32.3% and 40.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.1% in the last 30 days. Broadcom Zacks Rank #2 Broadcom has been benefiting from strong demand for its networking products and custom AI accelerators (XPUs). Strong demand for AVGO's application-specific integrated chips, designed to support AI and machine learning, aids top-line growth. AVGO expects second-quarter fiscal 2025 AI revenues to jump 44% year over year to $4.4 billion. The acquisition of VMware has benefited Infrastructure software solutions. As of the fiscal second quarter, roughly 70% of Broadcom's largest 10,000 customers have adopted VMware Cloud Foundation. AVGO's expanding AI portfolio, along with a rich partner base, reflects solid top-line growth potential. AVGO's XPUs are necessary for training generative AI models, and they require complex integration of compute, memory, and I/O capabilities to achieve the necessary performance at lower power consumption and cost. AVGO's next-generation XPUs are in 3 nanometers and will be the first of their kind to market in that process node. Broadcom remains on track for volume shipment of these XPUs to its hyperscale customers in the second half of fiscal 2025. AVGO sees massive opportunities in the AI space as specific hyperscalers have started to develop their own XPUs. Broadcom believes that by 2027 each of its three hyperscalers will deploy 1 million XPU clusters across a single fabric. The Serviceable Addressable Market for XPUs and networks is expected to be between $60 billion and $90 billion in fiscal 2027 alone. Broadcom has an expected revenue and earnings growth rate of 21.2% and 36.1%, respectively, for the current year (ending October 2025). The Zacks Consensus Estimate for current-year earnings has improved 0.2% in the last seven days. Twilio Zacks Rank #2 Twilio is a leading provider of cloud communications Platform-as-a-Service in the United States and internationally. TWLO is focusing on generative AI offerings to tap the growing opportunities in this space. In this regard, TWLO launched Customer AI technology in June 2023, which powerfully combines customer engagement platform data, generative and predictive AI, and large language models (LLMs) to unlock stronger customer relationships for brands. TWLO is integrating generative AI capabilities across its platform and every customer touch point. The company believes that by training LLMs for customers with their data inside its Segment customer data platform, Twilio will be able to help customers enter the AI race multiple steps ahead of their peers. TWLO has also partnered with Alphabet Inc. (GOOGL) for Google Cloud to integrate generative AI into the Twilio Flex customer engagement platform. Twilio's initiative to integrate generative and predictive AI technology across its platform is likely to boost its revenue growth over the long-run. Twilio enables companies to create personalized, customer-aware experiences powered by OpenAI. Through this integration, Twilio customers will be able to use OpenAI's GPT-4 model to power new generative capabilities in Twilio Engage, its multichannel marketing solution built on the Segment Customer Data Platform. Twilio has an expected revenue and earnings growth rate of 7.8% and 22.6%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 7.1% in the last 30 days. Ubiquiti Zacks Rank #2 Ubiquiti's excellent global business model, which is flexible and adaptable to evolving changes in markets, helps it to beat challenges and maximize growth. UI's operating model is backed by a rapidly growing and highly engaged community of service providers, distributors, value-added resellers, systems integrators and corporate IT professionals (referred to as the Ubiquiti Community). Ubiquiti boasts a proprietary network communication platform that is well-equipped to meet end-market customer needs. In addition, UI is committed to reducing its operational costs by using a self-sustaining mechanism for rapid product support and dissemination of information by leveraging the strength of the Ubiquiti Community. Ubiquiti has an expected revenue and earnings growth rate of 1.7% and 10.8%, respectively, for the current year (ending June 2026). The Zacks Consensus Estimate for current-year earnings has improved 0.1% in the last 60 days. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Zacks Investment Research 800-767-3771 ext. 9339 support@ 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 for information about the performance numbers displayed in this press release. 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 Amphenol Corporation (APH) : Free Stock Analysis Report Intuit Inc. (INTU) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Twilio Inc. (TWLO) : Free Stock Analysis Report Ubiquiti Inc. (UI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
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30-05-2025
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The Zacks Analyst Blog Highlights Berkshire Hathaway, AbbVie, Intuitive Surgical, Hamilton Beach Brands and AXIL Brands
Chicago, IL – May 30, 2025 – 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: Berkshire Hathaway Inc. (BRK.B), AbbVie Inc. ABBV, Intuitive Surgical, Inc. ISRG, Hamilton Beach Brands Holding Co. HBB and AXIL Brands, Inc. AXIL. 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 Berkshire Hathaway Inc., AbbVie Inc. and Intuitive Surgical, Inc., as well as two micro-cap stocks Hamilton Beach Brands Holding Co. and AXIL Brands, Inc. 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 country. 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 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 morning. You can read today's AWS here >>> Pre-Markets Stay Green After Tariff Ruling, Jobless Claims, Q1 GDP Today's Featured Research Reports Shares of Berkshire Hathaway have gained +10.8% over the year-to-date period against the Zacks Insurance - Property and Casualty industry's gain of +16.1%. 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 flexibility. Continued insurance business growth fuels an increase in float, drives earnings and generates maximum return 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 impetus. However, exposure to cat loss induces earnings volatility and also affects underwriting results. Huge capital expenditure remains a headwind. Also, it remains to be seen how the behemoth fares when Greg Abel succeeds Warren Buffett as CEO of Berkshire. (You can read the full research report on Berkshire Hathaway here >>>) AbbVie's shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (+6.1% vs. -4.2%). The company beats first-quarter estimates for both earnings and sales. AbbVie has successfully navigated Humira's loss of exclusivity (LOE) by launching two other successful new immunology medicines, Skyrizi and Rinvoq, which are performing extremely well, bolstered by approvals in new indications and should support top-line growth in the next few years. AbbVie has several early/mid-stage candidates that have the potential to drive long-term growth. It expects to return to robust revenue growth in 2025, which is just the second year following the U.S. Humira LOE. However, the company faces several near-term headwinds like Humira LOE impact, increasing competitive pressure on Imbruvica and slowing sales of its aesthetics franchise. (You can read the full research report on AbbVie here >>>) Shares of Intuitive Surgical have outperformed the Zacks Medical - Instruments industry over the year-to-date period (+6.9% vs. -9.2%). The company ended the first quarter on a strong note, beating estimates on both counts. Revenues are likely to be driven by continued improvement in the company's da Vinci procedure volume, coupled with strong Ion procedure growth. ISRG topline is also likely aided by rising pricing of procedures to fight inflationary pressure. Launch of da Vinci SP in Europe and da Vinci 5 in U.S. market are bringing additional system placements. Opening new manufacturing facilities in Germany and Bulgaria should boost supply. However, the continued slowdown in bariatric procedures is likely to continue in 2025 amid the rise of GLP-1 medications, hurting top-line growth. ISRG also expects a slow, gradual decline in Instruments & Accessories revenues per procedure over the next few years due to growth in benign procedures. Operating expenses are likely to be on the higher side in 2025. (You can read the full research report on Intuitive Surgical here >>>) Hamilton Beach Brands' shares have outperformed the Zacks Household Appliances industry over the year-to-date period (+13.6% vs. -27.7%). This microcap company with market capitalization of $253.29 million posted strong first-quarter 2025 results, with gross margin up 120 bps to 24.6% despite tariff headwinds, driven by favorable mix and pricing. Operating profit rebounded to $2.3 million amid tight cost control. Tariff mitigation, sourcing shifts, and foreign trade zone certification support margin resilience. The high-margin HealthBeacon unit is scaling rapidly, with 50%+ patient growth expected in 2025, aided by a new OptumHealth launch. Premium products like CHI and the upcoming Lotus line support share gains in the $4 billion U.S. appliance market. E-commerce now accounts for 40% of U.S. sales, driven by a strong digital strategy. Geographic and channel diversification, including growth in Mexico and a new Sunkist partnership, enhances stability. Solid liquidity and disciplined capital allocation reinforce long-term growth prospects. (You can read the full research report on Hamilton Beach Brands here >>>) Shares of AXIL Brands have outperformed the Zacks Consumer Products - Staples industry over the year-to-date period (+60.4% vs. +3.2%). This microcap company with market capitalization of $41.03 million offers a compelling growth narrative driven by strong direct-to-consumer momentum, supported by enhanced e-commerce, data-driven marketing, and favorable Cyber Monday timing. Gross margins remained robust at 71.7% in the third quarter of fiscal 2025 due to operational efficiency and product mix, with adjusted EBITDA margin expanding to 12.9%. Improved liquidity ($4.77 million in cash) and positive operating cash flow ($1.7 million for the first nine months of fiscal 2025) enhance financial flexibility. Strategic United States supply chain shifts bolster resilience, while global direct-to-consumer-led expansion reduces domestic dependency. However, risks persist: weak inventory turnover, vendor and receivables concentration, elevated selling, general, and administrative expenses, and uncertain execution of domestic manufacturing could pressure margins and limit scalability if growth lags. (You can read the full research report on AXIL Brands here >>>) Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Zacks Investment Research 800-767-3771 ext. 9339 support@ 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 for information about the performance numbers displayed in this press release. 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 Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report Berkshire Hathaway Inc. (BRK.B) : Free Stock Analysis Report AbbVie Inc. (ABBV) : Free Stock Analysis Report Hamilton Beach Brands Holding Company (HBB) : Free Stock Analysis Report AXIL Brands, Inc. (AXIL): 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
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29-05-2025
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The Zacks Analyst Blog Highlights Toronto-Dominion Bank, Marriott International, Lennox International and Ralph Lauren
Chicago, IL – May 29, 2025 – 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: The Toronto-Dominion Bank TD, Marriott International, Inc. MAR, Lennox International Inc. LII and Ralph Lauren Corp. RL. U.S. stocks have rebounded over the past month after a turbulent first few months of 2025, as sweeping tariffs announced by President Donald Trump and high inflation raised concerns about the economy's health. However, even the recent rebound hasn't been smooth, as markets have repeatedly turned volatile due to multiple factors that continue to erode consumer sentiment. Investors still lack clarity over the impact of tariffs once they come into effect after negotiations and the Federal Reserve's next move with its rate cut plans. Given this uncertainty, cautious investors looking for a steady income and ways to protect their capital may want to hold or buy dividend-paying stocks. Three such stocks are The Toronto-Dominion Bank, Marriott International, Inc., Lennox International Inc. and Ralph Lauren Corp. Trump imposed hefty tariffs in April on every trading partner of the United States, and especially targeted China, with a whopping 145% duty on its imports. In response, China fired back with its own 125% tariffs on U.S. imports. However, both nations recently agreed to a trade truce, suspending tariffs for 90 days. While this pause has somewhat eased fears of an escalating trade war, investors remain unclear about how future trade deals with China and other countries will unfold and what impact they might have on the economy. Also, investors have been on the edge due to the uncertainty over the timing of the next rate cut. Inflation has eased in recent months, with the Consumer Price Index (CPI) rising just 0.2% in April, after declining 0.1% in March for the first time since May 2020. CPI rose 2.3% in April from the year-ago levels, marking the smallest annual gain since February 2021. The April data suggests that inflation is slowly moving closer to the Federal Reserve's 2% target. However, the Fed has adopted a cautious approach and opted to keep interest rates unchanged in its May meeting. Officials also said that any decision to cut rates will come only after they are certain that inflation is declining significantly. Considering the current uncertainty, investing in dividend-paying stocks could be a smart move. Such companies tend to be more stable and reliable, often continuing to pay out dividends even amid economic fluctuations. Their ability to maintain profitability usually stems from solid business models and sound financial strategies, making them a safer option for investors seeking steady returns. In a fluctuating market, companies that pay high dividends often outperform those that do not. The Toronto-Dominion Bank The Toronto-Dominion Bank is a Canadian chartered bank that offers a wide range of business and consumer services. TD's services include checking and savings accounts, credit cards, mortgage and student loans, trusts, wills, estate planning, investment management services and financial and advisory services. The Toronto-Dominion Bank has a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. On May 23, The Toronto-Dominion Bank announced that its shareholders would receive a dividend of $0.75 a share on July 31. TD has a dividend yield of 4.31%. Over the past five years, The Toronto-Dominion Bank has increased its dividend 12 times, and its payout ratio presently sits at 53% of earnings. Check The Toronto-Dominion Bank's dividend history here. Marriott International Marriott International, Inc. is a leading worldwide hospitality company focused on lodging management and franchising. As of March 31, 2025, MAR operated, franchised and acted as a licensor of hotels, timeshare properties and other lodging properties of 9,500 properties across 144 countries and territories under more than 30 brand names. Marriott International has a Zacks Rank #3 (Hold). On May 23, Marriott International declared that its shareholders would receive a dividend of $0.67 a share on June 30. MAR has a dividend yield of 1.04%. Over the past five years, Marriott International has increased its dividend five times, and its payout ratio presently sits at 26% of earnings. Check The Marriott International's dividend history here. Lennox International Lennox International Inc. is a global leader in the heating, air conditioning and refrigeration markets. LII is a leading global provider of climate control solutions. Lennox International carries a Zacks Rank #3. On May 22, Lennox International announced that its shareholders would receive a dividend of $1.30 a share on July 15. LII has a dividend yield of 0.81%. Over the past five years, Lennox International has increased its dividend five times, and its payout ratio presently sits at 20% of earnings. Check Lennox International's dividend history here. Ralph Lauren Ralph Lauren Corp. is a major designer, marketer and distributor of premium lifestyle products in North America, Europe, Asia, and internationally. RL offers products in the apparel, footwear, accessories, home furnishings, and other licensed product carries a Zacks Rank #3. On May 22, Ralph Lauren Corporation declared that its shareholders would receive a dividend of $0.91 a share on July 11. RL has a dividend yield of 1.20%. Over the past five years, Ralph Lauren Corporation has increased its dividend three times, and its payout ratio presently sits at 27% of earnings. Check Ralph Lauren Corporation's dividend history here. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Zacks Investment Research 800-767-3771 ext. 9339 support@ 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 for information about the performance numbers displayed in this press release. 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 Marriott International, Inc. (MAR) : Free Stock Analysis Report Ralph Lauren Corporation (RL) : Free Stock Analysis Report Lennox International, Inc. (LII) : Free Stock Analysis Report Toronto Dominion Bank (The) (TD) : 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
