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Top Stock Reports for Amazon.com, Walmart & Cisco Systems
Monday, June 9, 2025The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Inc. (AMZN), Walmart Inc. (WMT) and Cisco Systems, Inc. (CSCO). 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 Flat Ahead of CPI, PPI & Possible Trade DealsToday's Featured Research ReportsShares of have gained +14.3% over the past year against the Zacks Internet - Commerce industry's gain of +19.8%. The company's first-quarter results were driven by Prime and AWS momentum. Strengthening the AWS services portfolio and its growing adoption rate contributed well to AWS performance. Ultrafast delivery services and an expanding content portfolio were beneficial. Strengthening relationships with third-party sellers amounted to another positive. Robust advertising contributed well. Amazon's expanding global presence, growing capabilities in grocery, pharmacy, healthcare and autonomous driving are key positives. Deepening focus on GenAI is a major plus. The Zacks analyst expects 2025 net sales to increase 6.9% from Amazon announced mixed guidance for the second quarter. High tariffs imposed by President Trump on goods imported from China have cast uncertainty on retailers such as Amazon. AMZN's free cash flow has decreased significantly.(You can read the full research report on here >>>)Walmart's shares have outperformed the Zacks Retail - Supermarkets industry over the past year (+46.7% vs. +46.1%). The company benefits from the inherent strength of its highly diversified business model. Walmart's strong omnichannel strategy has boosted traffic at physical stores and digital platforms. The company's focus on improving delivery services is successful, leading to steady grocery market share gains. Upsides like these, along with growth in newer ventures like advertising and membership, fueled first-quarter fiscal 2026 results where earnings and revenues increased year over year and e-commerce sales surged. Despite a strong start to the year, Walmart expects potential hurdles in the coming quarters. The company withheld its fiscal second-quarter earnings outlook, citing uncertainty related to tariffs and a highly fluid economic environment. These tariff costs, even at reduced levels, are expected to push prices higher in the near term.(You can read the full research report on Walmart here >>>)Shares of Cisco Systems have outperformed the Zacks Computer - Networking industry over the past year (+48% vs. +47.4%). The company's business model has evolved with subscription revenues accounting for more than half of its total revenues. Increase in recurring revenue base bodes well for investors. The Splunk acquisition enhances its recurring revenue base. The buyout significantly expands Cisco's portfolio of software-based solutions, contributing more than $4 billion in ARR and makes it one of the largest software companies in the world. The launch of AI-powered Hypershield, which combines security and networking, strengthened Cisco's security portfolio. However, it has been suffering from sluggish networking sales, primarily due to lackluster demand from telecommunication and cable services providers, as well as stiff competition. Cisco's prospects are further challenged in the AI-driven networking space due to stiffening competition.(You can read the full research report on Cisco Systems here >>>)Other noteworthy reports we are featuring today include Ecolab Inc. (ECL), American International Group, Inc. (AIG) and DTE Energy Company (DTE).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 Prime Momentum & Growing AWS Adoption Benefit Amazon (AMZN) Walmart (WMT) Benefits from Impressive E-Commerce Operations Cisco (CSCO) Benefits From Strong Security Products Adoption Featured Reports Innovation Drives Ecolab (ECL) Amid Ongoing Macro ChallengesPer the Zacks Analyst, Ecolab's pricing actions and innovation pipeline is likely to drive growth. Yet, cost fluctuations and macro uncertainties may weigh on margins. AIG Benefits From Divestitures Amid High Combined RatioPer the Zacks Analyst, business streamlining by selling low returning units and focusing on high growth units boosts operational capacities. However, a deteriorating combined ratio remains a concern. Infrastructural Investments Aid DTE Energy (DTE) Amid Poor SolvencyPer the Zacks analyst, DTE Energy makes systematic investments to maintain and upgrade the reliability of its infrastructure. Yet its poor financial ratios indicate weak solvency position. NetApp (NTAP) Gains from Strong Demand for Product PortfolioPer the Zacks analyst, NetApp's performance gains from traction in all-flash portfolio and first-party and marketplace cloud storage services. IT spending and volatile macro backdrop are headwinds. Residential Kitchen Unit Aids Middleby (MIDD) Amid High DebtPer the Zacks analyst, solid traction of Middleby's Residential Kitchen Equipment unit, fueled by strong demand for outdoor products, will continue to lend momentum to it. High debt remains a woe. Loan Growth, Rates Aid OneMain Holdings (OMF), Costs HighPer the Zacks analyst, loan growth, lower interest rates, diverse offerings, and a decent balance sheet will likely aid OneMain Holdings' financials. Yet, high costs and weak asset quality are woes. Operational Efficiency Aids Avis Budget (CAR), Costs HighPer the Zacks analyst, rising operational efficiency has improved profitability and enabled Avis Budget to maintain margins despite inflation. However, escalating expenses are worrisome. New Upgrades Branch Openings, Loans, High Rates Aid Cullen/Frost (CFR)Per the Zacks analyst, Cullen/Frost's branch expansion efforts in the Texas region will drive deposit and loan growth. This, along with high interest rates, will aid the company's top line. Robust Buyouts & Infrastructure Spending Benefits Dycom (DY)Per the Zacks analyst, Dycom's prospects are gaining from accretive buyouts, maintenance and operations services, and fiber infrastructure projects, indicating an upbeat near-term view. Blackbaud (BLKB) Gains on Strong Portfolio & Share BuybackPer the Zacks analyst, Blackbaud is gaining from a robust product portfolio, a steady share repurchases strategy, and margin expansion, which is contributing to growth momentum. New Downgrades Weak Crack Spreads and Margins Ail Eni's (E) Growth OutlookPer the Zacks analyst, E struggles with weak crack spreads, declining biofuel margins, and sluggish demand in its refining and chemical segments, all of which threaten its profitability. Escalated SG&A Costs Hurt Columbia Sportswear's (COLM) ProfitsPer the Zacks analyst, Columbia Sportswear is seeing higher SG&A costs. In the first quarter of 2025, the company's SG&A expenses were up 1.5% to $354.5 million. Paramount's (PARA) Prospects Suffer from Lower TV RevenuesPer the Zacks analyst, Paramount is suffering from TV Media revenue declines, rising costs and stiff competition in the streaming space from Netflix, Amazon and Apple TV+. 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 Ecolab Inc. (ECL) : Free Stock Analysis Report Walmart Inc. (WMT) : Free Stock Analysis Report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report DTE Energy Company (DTE) : Free Stock Analysis Report American International Group, Inc. (AIG) : 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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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
