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28-05-2025
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The Zacks Analyst Blog Highlights Coca-Cola, Abbott Laboratories and AT&T
Chicago, IL – May 28, 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 Coca-Cola Co. KO, Abbott Laboratories ABT and AT&T Inc. T. 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 The Coca-Cola Co., Abbott Laboratories and AT&T Inc. 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 >>> 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 can read today's AWS here >>> Pre-Markets Up on New Tariff Developments Coca-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 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 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 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 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 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 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 >>>) 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 Abbott Laboratories (ABT) : Free Stock Analysis Report AT&T Inc. (T) : Free Stock Analysis Report CocaCola Company (The) (KO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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28-05-2025
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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
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23-05-2025
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The Zacks Analyst Blog Highlights Eli Lilly, GE Aerospace and Amgen
Chicago, IL – May 23, 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, GE Aerospace GE and Amgen Inc. AMGN. Here are highlights from Thursday'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., GE Aerospace and Amgen 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 >>> 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 Even Out as Investors Digest Tax Bill Shares of Eli Lilly have declined -10.9% over the past year versus the Zacks Large Cap Pharmaceuticals industry's decline of -14.7%. The company's Q1 earnings missed estimates while sales beat. Demand for popular GLP-1 drugs Mounjaro and Zepbound remains strong, making them the company's key top-line drivers. Though 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. In the past two years, Lilly received approvals for some new drugs like Kisunla, Omvoh and Jaypirca, which are also contributing to its top-line growth. Lilly is also making rapid pipeline progress in obesity and diabetes. 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. (You can read the full research report on Eli Lilly here >>>) GE Aerospace's shares have outperformed the Zacks Aerospace - Defense industry over the past year (+41.3% vs. +12.9%). The company has been witnessing strength in its businesses, driven by robust demand for commercial engines, propulsion and additive technologies. Rising U.S. & international defense budgets, geopolitical tensions, positive airline & airframer dynamics and robust demand for commercial air travel augur well for the company. Portfolio-reshaping actions are likely to unlock values for its shareholders. The company raised its dividend by 28.6% to 36 cents per share in February 2025. For 2025, GE Aerospace expects organic revenues to grow in the low-double-digit range from the year-ago level. However, it has been dealing with high costs and expenses related to certain projects and restructuring activities, which are likely to affect margins and profitability. Also, foreign exchange headwinds might be a concern for the company. (You can read the full research report on GE Aerospace here >>>) Shares of Amgen have declined -8.7% over the past year against the Zacks Medical - Biomedical and Genetics industry's decline of -16.1%. The company beat first-quarter estimates for both earnings and sales. Key medicines like Evenity, Repatha and Blincyto -- as well as newer medicines like Tavneos and Tezspire -- are driving sales, more than offsetting declining revenues from oncology biosimilars and legacy established products like Enbrel. New biosimilar launches are expected to contribute to top-line growth. Amgen also has some key pipeline assets in obesity and inflammation. However, increased pricing headwinds and competitive pressure are hurting sales of many products. Weakness in some key brands like Otezla and Lumakras create potential revenue headwinds. Sales of best-selling drugs Prolia and Xgeva are expected to decline from the second half of 2025 due to biosimilar competition. (You can read the full research report on Amgen 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 GE Aerospace (GE) : Free Stock Analysis Report Eli Lilly and Company (LLY) : Free Stock Analysis Report Amgen Inc. (AMGN) : 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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24-04-2025
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Top Research Reports for Visa, ServiceNow & Progressive
Monday, April 21, 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 Visa Inc. (V), ServiceNow, Inc. (NOW) and The Progressive Corp. (PGR), as well as two micro-cap stocks The Monarch Cement Co. (MCEM) and Precipio, Inc. (PRPO). 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 >>> Expect the Unexpected for a New Trading WeekToday's Featured Research ReportsVisa's shares have outperformed the Zacks Financial Transaction Services industry over the past year (+20.3% vs. +15.9%). The company's strategic acquisitions and alliances are fostering long-term growth and consistently driving revenues. It expects net revenues to grow by low double-digits in fiscal 2025. Visa is fueled by persistent increases in payments, cross-border volumes and sustained investments in technology, 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 value. However, elevated operating expenses pose margin challenges. We expect this metric to rise 7.6% year over year in fiscal 2025. It is witnessing 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 ServiceNow have outperformed the Zacks Computers - IT Services industry over the past year (+4.7% vs. -5.1%). The company has been benefiting from the rising adoption of its workflows by enterprises undergoing digital transformation. ServiceNow had 2,109 total customers with more than $1 million in annual contract value (ACV) at the end of the fourth quarter, which represents 14% year-over-year growth in customers. ServiceNow had 19 deals greater than $5 million in net new ACV. It closed 170 deals greater than $1 million net new ACV. Generative Artificial Intelligence (Gen AI) deals continued to gain traction. ServiceNow is extensively leveraging AI and machine learning technologies to boost the potency of its solutions. Pro Plus AI grew 150% sequentially. It is riding on an expanding partner base and acquisitions. However, NOW is suffering from stiff competition and unfavorable forex.(You can read the full research report on ServiceNow here >>>)Progressive's shares have outperformed the Zacks Insurance - Property and Casualty industry over the past year (+25.9% vs. +23.9%). The company continues to gain on higher premiums, given its compelling product portfolio, leadership position and strength in both Vehicle and Property businesses. Progressive's focus on becoming a one-stop insurance destination, catering to customers opting for a combination of home and auto insurance, augurs well for the company's growth. Policies in force and retention ratio should remain healthy. Competitive pricing to retain current customers and address customer needs with new offerings should continue to drive policy life expectancy. However, exposure to catastrophe losses induces underwriting volatility. Escalating expenses due to higher losses and settlement expenses remain an overhang on the margin. Its high debt level induces higher interest expense concerns.(You can read the full research report on Progressive here >>>)Shares of Monarch Cement have outperformed the Zacks Building Products - Concrete and Aggregates industry over the past year (+29.7% vs. -12.2%). This microcap company with market capitalization of $856.63 million offers a compelling case for long-term investors with steady fiscal 2024 growth, driven by effective pricing that offset volume declines. Net sales rose 2% year over year to $268.1 million, with gross profit up 6.7% and cement margins expanding to 52.4%. Strong internal cash generation of $73.6 million supported consistent dividends, including a $2.17 special payout. Retained earnings climbed 13.1% to $368.5 million, boosting equity to $403.9 million and reinforcing capital strength. Monarch Cement remains debt-free, with $48.8 million in cash and access to $15 million in credit. Its regional footprint and dual revenue streams add diversification, while long-term raw material reserves support sustainable production. A new JV enhances downstream exposure and capital flexibility. Monarch Cement's brand, balance sheet, and strategic initiatives underscore its durability and income appeal.(You can read the full research report on Monarch Cement here >>>)Precipio's shares have outperformed the Zacks Medical Info Systems industry over the year-to-date period (+11.7% vs. -5.2%). This microcap company with a market capitalization of $8.85 million is transitioning from capital preservation to a growth-oriented, self-funded model, driven by its profitable Pathology division, which exceeded its $1.3 million per month breakeven for two straight quarters, and targets a $25 million run-rate by 2025. The Products unit, flat in fourth-quarter 2024, is poised for growth via leadership changes, major client onboarding and a revamped distribution strategy, aiming to double revenue to $5.6 million. Precipio's strategic execution, disciplined spending, capital-light model and alignment with precision diagnostics trends support long-term potential. Risks include fragile liquidity, execution delays, regulatory shifts, customer concentration and macroeconomic headwinds that could pressure growth and margins. The stock appears undervalued, signaling an entry point for value-oriented investors.(You can read the full research report on Precipio here >>>)Other noteworthy reports we are featuring today include Toyota Motor Corp. (TM), GSK plc (GSK) and Paychex, Inc. (PAYX).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 Visa (V) Rides On Cross Border Volume Growth, Expenses High Growing Customer Base Drives ServiceNow's (NOW) Prospects Progressive's (PGR) Solid Policies in Force Aid, Cat Loss Ail Featured Reports Surge in Hybrid Adoption Aids Toyota (TM), High Expenses AilPer the Zacks analyst, continued growth in hybrid adoption is likely to boost Toyota's sales. However, high R&D expenses on advanced technologies are likely to limit the near-term margins. GSK (GSK) Specialty Medicines Unit Strong; Vaccines WeakGSK is witnessing increased sales growth of the Specialty Medicines unit. However, slowing sales in the Vaccines unit concerns the Zacks analyst Paychex (PAYX) Gains on Flexible Portfolio Despite ExpensesPer the Zacks analyst, Paychex's ability to meet clients' HR and payroll needs through a comprehensive and flexible service portfolio benefits its top line. Rising expenses are concerning. Southwest Airlines (LUV) Rides on Air Travel Demand, Costs AilThe Zacks Analyst likes LUV's revenue management actions, which are likely to boost revenue growth and expand the customer base. However, the rise in labor costs weighs on bottom-line growth. Smart Water Innovation & Buyouts Drive Badger Meter (BMI)Per the Zacks analyst, Badger Meter's performance is driven by its customer-focused innovation, and strategic agility. SmartCover acquisition is paying off early with positive feedback from customers. Amedisys (AMED) Rides on Key Metric, Merger Woes PersistPer the Zacks analyst, Amedisys achieving the Quality of Patient Care star average of 4.18 across all providers, is impressive. Yet, legal hurdles cloud its proposed merger with UnitedHealth Group. Transocean Buoyed by Strong Backlog and UtilizationThe Zacks analyst notes that Transocean's $7.9 billion backlog and near-full fleet utilization boost revenue visibility, but its high debt remains a concern. New Upgrades Solid Demand Across Data Center Market Aid Marvell (MRVL)Per the Zacks Analyst, Marvell is growing on solid momentum in electro-optics products, custom silicon, storage and switch divisions, which are driving the Data Center end-market revenues. Loans, Dealer Enrolments to Support Credit Acceptance (CACC)Per the Zacks analyst, decent loan demand, rising dealer enrollments, a high cash flow-generating business model, and a solid balance sheet will likely aid Credit Acceptance's financials. Advance Technology, Acquisitions Aid Consolidated Water (CWCO)Per the Zacks analyst, Consolidated Water uses most advanced technology for desalination, allowing it to benefit by meeting increasing demand. Strategic acquisitions will boost its performance. New Downgrades American Eagle's (AEO) Soft FY25 View Indicates More TroublesPer the Zacks analyst, American Eagle is expected to face headwinds in fiscal 2025 from consumer trends and macroeconomic climate, despite measures taken to reinforce sales and lower expenses. Soft Comps & Macro Woes Ail Dave & Buster's (PLAY) ProspectsPer the Zacks analyst, Dave & Buster's is likely to be hurt by a drop in comps and store renovation disruptions. Also, an uncertain tariff environment is a concern. Increasing Costs and Forex Woes to Hurt Zebra TechnologiesPer the Zacks analyst, Zebra Technologies is struggling with high operating costs and expenses, which in turn, are hurting the company's bottom line. Forex woes are an added concern. 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 GSK PLC Sponsored ADR (GSK) : Free Stock Analysis Report Visa Inc. (V) : Free Stock Analysis Report Toyota Motor Corporation (TM) : Free Stock Analysis Report Paychex, Inc. (PAYX) : Free Stock Analysis Report The Progressive Corporation (PGR) : Free Stock Analysis Report ServiceNow, Inc. (NOW) : Free Stock Analysis Report Precipio, Inc. (PRPO) : Free Stock Analysis Report The Monarch Cement Co. (MCEM): Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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08-04-2025
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Top Research Reports for Verizon, The Southern Co. & Blackstone
Monday, April 7, 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 Verizon Communications Inc. (VZ), The Southern Company (SO) and Blackstone Inc. (BX), as well as two micro-cap stocks Utah Medical Products, Inc. (UTMD) and The Eastern Company (EML). 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 >>> Tariff Saga Starts 2nd Week, Pre-Markets Down Big Again Today's Featured Research ReportsShares of Verizon have gained +10.1% over the past year against the Zacks Wireless National industry's gain of +39.8%. The company with one of the most efficient wireless networks in the United States continues to deploy the latest technologies to deliver faster peak data speeds and capacity for customers. Its 5G mobility service offers a premium experience across various industries such as public safety, health care, retail and more. Verizon is offering various mix-and-match pricing in both wireless and home broadband plans, which has led to solid customer additions. The company's focus on online content delivery, mobile video and online advertising should drive growth. However, fierce competition from other major players and saturation in the wireless market is hurting its profits. High capital expenditures in order to support the launch and continued build-out of its 5G Ultra-Wideband network are straining the margin. Macroeconomic challenges remain a concern.(You can read the full research report on Verizon here >>>)The Southern's shares have outperformed the Zacks Utility - Electric Power industry over the past year (+31.3% vs. +17.5%). The company, being one of the largest electric utility firms in the U.S., offers a stable, recession-proof business model with predictable earnings, backed by its regulated utility structure and significant capital investments in clean energy, including the Vogtle nuclear units. The Southern is well-positioned to benefit from growing demand, especially from data centers and has planned $63 billion in capital investments to drive future growth. Southern also boasts a long history of reliable dividend payouts. However, the expansion into nuclear energy presents regulatory risks, and climate-related events pose operational challenges. The company's high leverage and caution around future nuclear investments limit its financial flexibility. Therefore, Southern Company warrants a cautious stance from investors.(You can read the full research report on The Southern here >>>)Shares of Blackstone have declined -0.7% over the past year against the Zacks Financial - Miscellaneous Services industry's decline of -10.9%. The company has a decent earnings surprise history. Blackstone's earnings outpaced the Zacks Consensus Estimate in two of the trailing four quarters. A strong revenue mix, global footprint, diversified products, superior position in the alternative investments space and solid total and fee-earning asset under management (AUM) balances are expected to support its financials. Also, robust fundraising ability and significant available capital for deployment will support top-line expansion. The company has a solid balance sheet position, enabling it to address its debt elevated consolidated expenses will likely hamper Blackstone's bottom-line expansion. The low sustainability of its capital distribution activities, given volatile earnings, is worrisome.(You can read the full research report on Blackstone here >>>)Utah Medical Products' shares have underperformed the Zacks Medical - Products industry over the past year (-20.2% vs. +2.5%). This microcap company with market capitalization of $179.94 million is witnessing profitability under pressure from elevated R&D and SG&A expenses, resulting in a 290 bps year-over-year operating margin decline. Regulatory hurdles pose go-to-market risks. Working capital inefficiencies and high CapEx with limited near-term revenue conversion further weigh on free cash flow and asset UTMD benefits from a strong recurring revenue base, zero long-term debt and consistent dividend growth. Its portfolio of high-margin obstetric and gynecological devices enjoys global clinical trust, enabling resilient pricing and cash flow. Strategic exposure to the growing women's and neonatal health market provides insulation from broader healthcare cyclicality. UTMD's global reach (100+ countries) diversifies revenues and reduces regional risk. Operationally, its in-house manufacturing drives margin stability and supply chain control.(You can read the full research report on Utah Medical Products here >>>)Shares of The Eastern have underperformed the Zacks Security and Safety Services industry over the past year (-27.2% vs. -9.7%). This microcap company with market capitalization of $145.2 million is having SG&A rose 7.9% due to restructuring costs, and Big 3's packaging backlog declined, signaling potential demand softness. Eastern remains highly exposed to Class 8 OEM cycles, and a reduction in product development spending raises concerns about future innovation Eastern Company is advancing its market leadership in Class 8 truck components through Velvac's new mirror platform, which has driven significant backlog growth and captured OEM share. Its robust aftermarket business offers resilience beyond production cycles. FY2024 net income rose 12% to $13.2 million, with adjusted income at $14.2 million and leverage down to 1.23X. Strong cash generation supported $2.7 million in dividends and share repurchases. A diversified manufacturing base across the United States, Mexico, and China enhances supply chain flexibility and customer responsiveness.(You can read the full research report on The Eastern here >>>)Other noteworthy reports we are featuring today include Amphenol Corporation (APH), American Water Works Company, Inc. (AWK) and Universal Health Services, Inc. (UHS).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 Verizon (VZ) Rides on Solid 5G Traction, Network Investment Southern (SO) Set to Benefit from Rising Data Center Demand Fund-Raising Ability Aids Blackstone (BX), High Costs Ails Featured Reports Weakness in Key Markets Hurts Amphenol (APH) ProspectPer the Zacks analyst, weakness in key markets like mobile devices and automotive is expected to hurt Amphenol's near-term performance. Investment & Expanding Operation Aid American Water (AWK)Per the Zacks analyst American Water's planned long-term investment to strengthen infrastructure and expanding operation through acquisition and organic means are going to drive its performance. WEX Gains From Payzer Buyout, High Debt Servicing Costs AilPer the Zacks Analyst, the Payzer buyout aids WEX's growth, offering scalable SaaS to 150,000 small business clients. 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Strong Demand in Infrastructure Segment to Aid Lindsay (LNN)Per the Zacks analyst, Lindsay will gain from the momentum in infrastructure segment backed by demand for Road Zipper projects, focus on acquisition and the solid balance sheet. New Downgrades Weaker Residential Roofing Demand Hurt Beacon (BECN)Per the Zacks analyst, Beacon's business is being hurt by weaker residential roofing demand due to challenging macro-economic condition. Also, rising costs & weather woes are added concerns. Rising Costs Will Trim Acadia Healthcare's (ACHC) MarginsPer the Zacks analyst, higher salaries, wages and benefits will keep pushing Acadia Healthcare's costs above, lowering its profit growth. Also, volumes will likely take a hit from media scrutiny. Healthcare Industry Regulations Ail AMN Healthcare (AMN)The Zacks analyst is worried about AMN Healthcare being subject to extensive and complex federal and state laws and regulations. A tough competitive space is an added concern. 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 Southern Company (The) (SO) : Free Stock Analysis Report Blackstone Inc. (BX) : Free Stock Analysis Report Verizon Communications Inc. (VZ) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Universal Health Services, Inc. (UHS) : Free Stock Analysis Report American Water Works Company, Inc. (AWK) : Free Stock Analysis Report Utah Medical Products, Inc. (UTMD): Free Stock Analysis Report Eastern Company (The) (EML): Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
