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2 days ago
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The Zacks Analyst Blog Highlights IBM, Goldman Sachs Group and Thermo Fisher Scientific
For Immediate Release Chicago, IL – August 19, 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: IBM Corp. IBM, The Goldman Sachs Group, Inc. GS and Thermo Fisher Scientific Inc. TMO. Here are highlights from Monday's Analyst Blog: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 IBM Corp., The Goldman Sachs Group, Inc. and Thermo Fisher Scientific Inc. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today's research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Retailers Start to Report Earnings This Week Today's Featured Research Reports IBM's shares have outperformed the Zacks Computer - Integrated Systems industry over the past year (+26.8% vs. +18.8%). The company reported strong second-quarter 2025 results, with adjusted earnings and revenues beating the consensus estimate. It witnessed healthy demand trends for hybrid cloud and AI solutions, with a client-focused portfolio and broad-based growth. The acquisition of Hakkoda has strengthened its data expertise and augmented its capability to support clients' AI transformation initiatives. IBM 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 firms. However, declining net sales in the Consulting segment, owing to soft demand in some end markets, are straining margins. Macroeconomic headwinds are worrisome. IBM's acquisition spree has also escalated integration risks. (You can read the full research report on IBM here >>>) Shares of Goldman Sachs have outperformed the Zacks Financial - Investment Bank industry over the past year (+47.3% vs. +42.8%). The company has beaten earnings estimates in the trailing four quarters. Its second-quarter 2025 results benefited from solid growth in the Global Banking & Markets division. Goldman Sachs' refocus on the core strengths of investment banking (IB) and trading businesses through restructuring, along with acquisitions and expansion in private equity credit, is expected to boost its global presence and diversify revenues. Post-clearing the 2025 Fed stress test, it raised dividends. However, given the current geopolitical concerns, Goldman's high dependence on overseas revenues is worrisome. Further, the company's rising expenses due to ongoing investments in technology are concerning. Yet its decent cash levels and solid credit profile will support its capital distribution plan. (You can read the full research report on Goldman Sachs here >>>) Thermo Fisher's shares have declined -5.8% over the year-to-date period against the Zacks Medical Instruments industry's decline of -7.3%. The company is braving the ongoing tough economic conditions by leveraging GenAI as part of the PPI Business System, resulting in strong financial performance. Thermo Fisher's growth strategy has been bolstered by several recent product launches, including Krios 5 Cryo-TEM and Orbitrap MS systems, among others, in the second quarter. Strategic acquisitions like Solventum and Olink bode well. Thermo Fisher's Bioproduction arm remains a key driver with new facilities and product lines. The Zacks analyst expects the company's revenues to witness a 7.3% CAGR during fiscal 2025-2027. Robust solvency further instills optimism about the stock. However, a volatile macroeconomic environment can dent its operations. Currency woes and fierce competitive pressure add to the worry. (You can read the full research report on Thermo Fisher here >>>) Free: Instant Access to Zacks' Market-Crushing Strategies 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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached. Get all the details 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 The Goldman Sachs Group, Inc. (GS) : Free Stock Analysis Report International Business Machines Corporation (IBM) : Free Stock Analysis Report Thermo Fisher Scientific Inc. (TMO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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11-08-2025
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The Zacks Analyst Blog Highlights JPMorgan Chase, Chevron, Shopify and Crawford United
For Immediate Release Chicago, IL – August 11, 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: JPMorgan Chase & Co. JPM, Chevron Corp. CVX, Shopify Inc. SHOP, and Crawford United Corp. CRAWA. Here are highlights from Friday's Analyst Blog: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 JPMorgan Chase & Co., Chevron Corp. and Shopify Inc., as well as a micro-cap stock Crawford United Corp.. 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 >>> Pre-markets Higher, Early Q2 Reports ModestToday's Featured Research ReportsShares of JPMorgan Chase have gained +43.9% over the past year against the Zacks Financial - Investment Bank industry's gain of +48%. The company's shares were driven by continued operational strength. Business expansion initiatives, loan demand and relatively high interest rates will drive net interest income (NII) Zacks analyst projects NII to witness a CAGR of 2.9% by 2027. A solid pipeline and market leadership continue to support investment banking (IB) business, though capital markets volatility and high mortgage rates will likely weigh on fee income. As such, our estimates for non-interest income don't show a favorable trend this and marketing investments will keep operating expenses elevated. We expect expenses to indicate a CAGR of 4.2% by 2027. Weak asset quality due to a tough macroeconomic environment is another concern. We anticipate provisions to increase 14.4% this year.(You can read the full research report on JPMorgan Chase here >>>)Chevron's shares have outperformed the Zacks Oil and Gas - Integrated - International industry over the past year (+11.5% vs. +1.4%). The company is strengthened by its strategic acquisition of Hess, which boosts long-term production and free cash also demonstrates strong operational performance with record production from its U.S. Permian Basin assets and significant projected growth from its GoA and Tengiz projects. A robust financial structure, a high investment-grade rating, and an attractive dividend yield further support Chevron's several factors temper this positive outlook. Upstream earnings fell despite record production, primarily due to lower oil prices. Meanwhile, geopolitical complexities in international operations add a layer of risk. Furthermore, the stock's high valuation relative to its peers suggests limited near-term upside. Given these conflicting positive and negative points, a neutral stance is advised.(You can read the full research report on Chevron here >>>)Shares of Shopify have outperformed the Zacks Internet - Services industry over the year-to-date period (+39.4% vs. +6.4%). The company's second-quarter performance benefited from strong growth in its merchant base. New merchant-friendly tools like Shop Minis, Shop Cash, and Sign in with Shop, Shop Pay solutions helped the company to win merchants adoption of these solutions holds promise for Shopify's prospects. The company's investment in AI-driven tools, such as Catalog, Universal Cart, and Sidekick, helped merchants improve customer engagement and streamline also gained traction with large brands like Starbucks and Canada Goose, showcasing its enterprise appeal. An expanding partner base further expanded the company's merchant base. However, Shopify faced gross margin pressure due to higher hosting costs, the return to three-month paid trials, and the expanded PayPal partnership, which carried lower margins.(You can read the full research report on Shopify here >>>)Crawford United's shares have outperformed the Zacks Manufacturing - General Industrial industry over the past year (+78.4% vs. +10.4%). This microcap company with a market capitalization of $234.43 million offers resilient growth through its diversified segments and end-markets. Second-quarter 2025 revenues rose 24.5% year over year, led by 34.6% growth in Commercial Air Handling from acquisitions and strong institutional & Transportation Products rebounded with 16.7% revenue growth. Accretive M&A has enhanced vertical integration and margin stability, despite near-term dilution. Gross margin expanded to 31% from 27.7%, supported by higher-margin projects and scalable platforms. Strong liquidity and conservative leverage support ongoing recent acquisitions show limited profitability lift, SG&A rose 30.9% year to date and inventory inefficiencies pressure cash flow. Goodwill risks persist amid integration challenges. The stock trades at a steep discount, offering upside if execution improves.(You can read the full research report on Crawford United here >>>) Free: Instant Access to Zacks' Market-Crushing Strategies 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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached. Get all the details here >> Media Contact 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 JPMorgan Chase & Co. (JPM) : Free Stock Analysis Report Chevron Corporation (CVX) : Free Stock Analysis Report Shopify Inc. (SHOP) : Free Stock Analysis Report Crawford United Corporation (CRAWA) : 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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30-07-2025
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Top Analyst Reports for Broadcom, Berkshire Hathaway & Johnson & Johnson
Tuesday, July 29, 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 Broadcom Inc. (AVGO), Berkshire Hathaway Inc. (BRK.B) and Johnson & Johnson (JNJ), as well as two micro-cap stocks Oil-Dri Corp. of America (ODC) and Park Aerospace Corp. (PKE). 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 >>> Pre-Markets Up Again on Big News MorningToday's Featured Research ReportsBroadcom's shares have outperformed the Zacks Electronics - Semiconductors industry over the year-to-date period (+30.3% vs. +20.5%). The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy. Broadcom's AI segment benefits from custom accelerators and advanced networking technology that supports large-scale AI deployments with improved performance and efficiency. Broadcom expects third-quarter fiscal 2025 AI revenues to jump 60% year over year to $5.1 billion. The acquisition of VMware has benefited Infrastructure software solutions. As of the fiscal second quarter, roughly 87% of Broadcom's largest 10,000 customers have adopted VMware Cloud Foundation. However, gross margins in the fiscal third quarter are expected to contract sequentially due to unfavorable revenues and product mix. High debt levels are also a headwind.(You can read the full research report on Broadcom here >>>)Shares of Berkshire Hathaway have outperformed the Zacks Insurance - Property and Casualty industry over the year-to-date period (+6.4% vs. +5.1%). 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 losses induces earnings volatility and also affects underwriting results. Huge capital expenditures remain 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 >>>)Johnson & Johnson's shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (+17.4% vs. +2.6%). The company beat Q2 estimates for earnings and sales. Its Innovative Medicine unit is showing a growth trend, driven by key products like Darzalex, Tremfya and Erleada and continued uptake of new launches, like Spravato, Carvykti and Tecvayli. Though in the MedTech segment, sales are being hurt due to headwinds in China and competitive pressures in some categories, the Cardiovascular segment is contributing to growth. J&J expects sales growth in both segments to be higher in the second half than in the first. J&J is making rapid progress with its pipeline, and has been on an acquisition spree the Stelara patent cliff and the potential impact of Part D redesign will be significant headwinds in 2025. The uncertainty around the talc lawsuits and pharma tariffs lingers.(You can read the full research report on Johnson & Johnson here >>>)Shares of Oil-Dri Corp. of America have outperformed the Zacks Chemical - Diversified industry over the past year (+81.8% vs. -17.8%). This microcap company with market capitalization of $840.09 million is well-positioned for long-term growth, driven by a structural shift toward renewable diesel, where its fluids purification segment posted 22% growth for the first nine months of fiscal expanding capacity across North America, demand for ODC's solutions is poised to rise, ensuring stable margins and revenue durability. The Ultra Pet acquisition accelerates growth in the pet care segment, expanding the higher-margin crystal litter portfolio. The B2B segment shows strong operating leverage, highlighted by a 43% year-over-year gain in ag product sales. With $36.5 million in cash, low debt, strong cash flow, and no drawdown on its $75 million credit line, ODC retains significant strategic flexibility. A recent stock split enhances liquidity, supporting further investor interest and capitalizing on long-term market trends.(You can read the full research report on Oil-Dri Corporation of America here >>>)Park Aerospace's shares have gained +40.1% over the past year against the Zacks Aerospace - Defense Equipment industry's gain of +50.5%. This microcap company with a market capitalization of $354.03 million posted strong Q1 FY26 revenue growth (+10.2% YoY to $15.4M), driven by robust aerospace and defense demand. Key programs like the A321XLR and LEAP-1A, plus defense contracts for missile components, continue to scale up. The company boasts a rock-solid balance sheet with $65.6 million in cash, no debt, and a strong current ratio, enabling self-funded expansion and consistent shareholder returns. Park declared its 41st consecutive annual dividend, with a 3.7% yield and over $603 million returned since FY05. Strategic positioning in next-gen aerospace and defense composites supports long-term demand visibility. However, rising SG&A costs and customer concentration via non-guaranteed volume contracts pose risks. Broader supply chain delays and inventory build-ups raise concerns about working capital efficiency. Shares trade at 4.6x EV/sales and 22.5x EV/EBITDA. (You can read the full research report on Park Aerospace here >>>)Other noteworthy reports we are featuring today include Las Vegas Sands Corp. (LVS), Celestica Inc. (CLS) and Okta, Inc. (OKTA).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 Strong Demand for Networking Products Aids Broadcom (AVGO) Solid Insurance Business Aid Berkshire (BRK.B), Cat Loss Ail J&J's (JNJ) Innovative Medicine Strong, MedTech Improves Featured Reports Macao Business Aids Las Vegas Sands (LVS), Macro Woes AilPer the Zacks analyst, Las Vegas Sands benefits from solid Macao and Singapore business, driven by strategic investments. However, a challenging macro environment and high debt are concerning. Subsea Unit with iEPCI model Aids TechnipFMC (FTI)The Zacks analyst believes that TechnipFMC's unique Subsea products will lead to strong growth but modest performance in the Surface Technologies segment raises concern. Frequent Business Wins Aid BorgWarner (BWA) Amid Rising CostsPer the Zacks analyst, frequent business wins are likely to support BorgWarner's top-line growth. However, high research and development costs remain a concern. Low Fuel Costs Aid American Airlines (AAL), High Debt AilsLow fuel costs are aiding the company's bottom line. American Airlines' high debt load, however, bothers the Zacks analyst. Loan Origination Growth Aid Salie Mae (SLM), High Costs AilPer the Zacks analyst, early enrolments will drive education loan originations for Sallie Mae, thereby aiding its NII growth. Yet, rising expenses are concerning. Investments & Strong Production Aid CNX Resources (CNX)Per the Zacks analyst, CNX Resources' investment plans should strengthen its land, midstream and water infrastructures. Strong production from Marcellus and Utica shales boosts its performance. Expansion Efforts and Stable Solvency Aid Tandem (TNDM)The Zacks analyst is impressed with Tandem's efforts to undertake innovation and develop products to cater to consumers' and clinical needs globally. Robust solvency is an added advantage. New Upgrades Celestica (CLS) Rides on Solid Demand, Portfolio StrengthPer the Zacks analyst, Celestica is likely to benefit from solid demand trends driven by the growing proliferation of AI-based applications and generative AI tools across industries. Okta Rides on Innovative Portfolio and Rich Partner BasePer the Zacks analyst, Okta is benefiting from an expanding partner base, along with a strong backlog and an innovative portfolio. NAND and RF Power Momentum Aids MKS Inc. (MKSI) ProspectsPer the Zacks analyst, MKS Inc. is benefiting from modest increases in demand for its vacuum product offerings for NAND, RF power solutions offerings in plasma and reactive gas businesses. New Downgrades CRISPR's (CRSP) Sole Dependence on Casgevy a ConcernPer the Zacks Analyst, CRISPR Therapeutics is highly dependent on its sole marketed product, Casgevy, to drive sales. Though its pipeline seems impressive, they are still in early-stage development. Soft Demand to Hurt Capri Holdings (CPRI) Top LinePer the Zacks analysts, sluggish demand for luxury fashion items is likely to hurt Capri Holdings' top line. We note that the company is seeing soft sales across its brands. Radian Group (RDN) Hurt by High Costs, Provision for LossesPer the Zacks analyst, expenses due to higher acquisition and cost of services weigh on margin. Also, provision for losses in Mortgage Insurance Business result in lower net income. 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 Johnson & Johnson (JNJ) : Free Stock Analysis Report Berkshire Hathaway Inc. (BRK.B) : Free Stock Analysis Report Las Vegas Sands Corp. (LVS) : Free Stock Analysis Report Celestica, Inc. (CLS) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Park Aerospace Corp. (PKE) : Free Stock Analysis Report Okta, Inc. (OKTA) : Free Stock Analysis Report Oil-Dri Corporation Of America (ODC): 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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22-07-2025
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The Zacks Analyst Blog Highlights Philip Morris International, McDonald's, Texas Instruments and Blue Ridge Bankshares
For Immediate Release Chicago, IL – July 22, 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: Philip Morris International Inc. PM, McDonald's Corp. MCD, Texas Instruments Inc. TXN and Blue Ridge Bankshares, Inc. BRBS. Here are highlights from Monday's Analyst Blog: Top Analyst Reports for Philip Morris, McDonald's and Texas Instruments 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 Philip Morris International Inc., McDonald's Corp. and Texas Instruments Inc., as well as a micro-cap stock Blue Ridge Bankshares, 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 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 >>> Big Q2 Earnings Week Awaits: Pre-Market Futures Up SlightlyToday's Featured Research ReportsShares of Philip Morris have outperformed the Zacks Tobacco industry over the past six months (+47.9% vs. +41.8%). The company's strong pricing power and an expanding smoke-free product portfolio have been driving the company. For the first quarter of 2025, Philip Morris' net revenues increased 5.8% year over year, driven by higher combustible tobacco pricing and increased smoke-free product Morris has been making significant progress with its smoke-free transition, with products like IQOS and ZYN contributing to strong performance. The company has implemented significant cost-saving measures and strategic initiatives to enhance its margins and achieve its long-term financial 2025, adjusted earnings per share (EPS) is likely to be $7.26-$7.39, suggesting a 10.5-12.5% year-over-year increase. However, foreign currency fluctuations are concerning for the company.(You can read the full research report on Philip Morris here >>>)McDonald's shares have outperformed the Zacks Retail - Restaurants industry over the past six months (+6.3% vs. +3.2%). The company is benefiting from menu innovations, value offerings and global expansion strategies. It plans to open approximately 2,200 restaurants globally in 2025. The company's Accelerating the Arches strategy continues to fuel customer interest and strengthen its position in key global McDonald's is working to improve its delivery services, making the ordering experience more convenient and efficient for customers. Despite these positives, the company is facing some challenges. A drop in comparable guest traffic is a concern, and inflation remains a expects continued cost pressures this year, particularly in areas such as labor, food, packaging, and commodities, which could impact profitability.(You can read the full research report on McDonald's here >>>)Shares of Texas Instruments have gained +12.6% over the past six months against the Zacks Semiconductor - General industry's gain of +16.7%. The company is benefiting from solid data center demand, which is boosting its prospects in the enterprise systems market. Sustained focus on expanding its product portfolio across the Analog and Embedded Processing segments helps in capturing market Instruments' deepening focus on manufacturing and advanced technology infusion is another positive. Our model estimates indicate revenues witness a CAGR of 8.69% through 2025-2027. Its robust cash flows and aggressive shareholder return policies instill confidence in its long-term cyclical downturn and pressure from underutilized manufacturing capacity are likely to continue hurting the Embedded Processing division's performance in the near term. Rising manufacturing costs and the growing tech war between the United States and China are other concerns.(You can read the full research report on Texas Instruments here >>>)Blue Ridge Bankshare's shares have outperformed the Zacks Banks - Northeast industry over the past six months (+19.3% vs. +1.3%). This microcap company with a market capitalization of $358.33 million is fortifying its financial foundation via strengthened capital ratios, with tangible common equity rising to 12.5% and risk-based capital to 20.83%, exceeding regulatory thresholds. Operational streamlining, including workforce reduction, has lowered expenses, improving operating is exiting non-core businesses, refocusing on lower-risk community banking. While core deposits and net interest margin are improving, recurring losses and ongoing Office of the Comptroller of the Currency (OCC) oversight temper the recovery narrative. A smaller loan book and declining fee income limit near-term coverage is robust, but uninsured deposit levels remain high. The valuation suggests investors are cautiously optimistic, reflecting improved fundamentals but ongoing profitability and regulatory challenges.(You can read the full research report on Blue Ridge Bankshare here >>>) Research Chief Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months. Free: See Our Top Stock And 4 Runners Up 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 Texas Instruments Incorporated (TXN) : Free Stock Analysis Report McDonald's Corporation (MCD) : Free Stock Analysis Report Philip Morris International Inc. (PM) : Free Stock Analysis Report Blue Ridge Bankshares, Inc. (BRBS): 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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16-06-2025
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The Zacks Analyst Blog Highlights Eli Lilly, Home Depot, SAP and Natural Resource Partners
Chicago, IL – June 16, 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: Eli Lilly and Co. LLY, The Home Depot, Inc. HD, SAP SE SAP and Natural Resource Partners L.P. NRP. Here are highlights from Friday's Analyst Blog: 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 Eli Lilly and Co., The Home Depot, Inc., and SAP SE, as well as one micro-cap stock, Natural Resource Partners L.P.. 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 >>> Israel Attacks on Iran Send Markets into the Red Shares of Eli Lilly and Co. have fallen -6.5% over the past year against the Zacks Large Cap Pharmaceuticals industry's decline of -12.4%. Declining sales of Trulicity, rising pricing pressure on some drugs, and potential competition in the GLP-1 diabetes/obesity market are some top-line headwinds for Eli Lilly. However, demand for Eli Lilly's popular GLP-1 drugs, Mounjaro and Zepbound, remains strong, making them the company's key top-line drivers. Though their sales were below expectations in the second half of 2024, they picked up in the first quarter, driven by launches of the drugs in new international markets and improved supply from ramped-up production. (You can read the full research report on Eli Lilly and Company here >>>) Home Depot's shares have outperformed the Zacks Retail - Home Furnishings industry over the past year (+4.4% vs. +0.3%). The company continues to benefit from its progress in building an interconnected shopping experience, synergies from the SRS acquisition, expansion of its Pro ecosystem, strategic digital investments, and new store openings. These factors contributed to robust top-line growth in the first quarter of fiscal 2025, driven by increased engagement in Spring-related purchases and smaller-scale home improvement projects. However, HD faces softer demand in big-ticket discretionary categories, reflecting consumer caution amid high interest rates. Margin pressure, currency headwinds, and macroeconomic uncertainty also remain key risks. (You can read the full research report on Home Depot here >>>) Shares of SAP have outperformed the Zacks Computer – Software industry over the past year (+57.2% vs. +13.3%). SAP is gaining momentum in the cloud business, especially the Cloud ERP Suite and the rising adoption of its Rise with SAP and Grow with SAP solutions. Steady growth in the Cloud backlog also bodes well. SAP remains confident in its growth trajectory and has reaffirmed its outlook, expecting cloud revenues of €21.6-€21.9 billion for 2025, up 26–28% at constant currency from €17.14 billion in 2024. However, ongoing softness in the software license and services business continues to weigh on performance. In the first quarter, software license revenues declined 10% year over year, while services revenue fell 1%. (You can read the full research report on SAP here >>>) Shares of Natural Resource Partners have declined -11.3% year to date against the Zacks Coal industry's decline of -11.8%. Natural Resource Partners faces significant headwinds from declining coal and soda ash prices. Metallurgical and thermal coal prices fell 50% year over year in 2024, pressuring royalties, while lower thermal coal demand adds risks. Soda ash distributions from Sisecam Wyoming dropped $43 million to $39 million due to a 60% price collapse, with management expecting prolonged weakness. NRP's 2024 free cash flow was $251 million, which is expected to decline sharply in 2025, limiting distributions and debt repayment. Dependence on a concentrated customer base, weak carbon sequestration prospects, regulatory pressures and declining U.S. coal exports threaten earnings. (You can read the full research report on Natural Resource Partners here >>>) Why Haven't You Looked at Zacks' Top Stocks? 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 >> Media Contact 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 Eli Lilly and Company (LLY) : Free Stock Analysis Report The Home Depot, Inc. (HD) : Free Stock Analysis Report SAP SE (SAP) : Free Stock Analysis Report Natural Resource Partners LP (NRP) : 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
