Equity Research

Friday,January 01, 6 pm CST

Research Daily

Top Research Reports for Meta, Palantir and Amphenol

Today's Research Daily features new research reports on 16 major stocks, including Meta Platforms, Inc. (META), Palantir Technologies Inc. (PLTR) and Amphenol Corporation (APH), as well as a micro-cap stock, National Research Corp. (NRC).

Monday,January 01, 4 pm CST

Weekly Market Analysis

Earnings Come Into Focus While Gold Continues Record Breakout As Investors Increasingly Hedge Tail Risks

by Mayur Thaker

Rising geopolitical and domestic tensions while corporate America continues to thrive.

Market Outlook

Friday,January 01, 9 am CST

2 Concrete & Aggregates Stocks Riding the Infrastructure Boom

Industry Outlook

Friday,January 01, 9 am CST

Final U.S. Q3 Real GDP Growth at +4.3%. GDPNow for Q4? +5.1%

Economic Outlook

Friday,January 01, 9 am CST

Broad EPS Strength Lifts: Zacks JAN 2026 Market Strategy

Market Strategy

Friday,January 01, 9 am CST

How Are Mag 7 Earnings Shaping Up?

Earnings Preview

Friday,January 01, 9 am CST

Taking Stock of the Q4 Earnings Season

Earnings Trends

Zacks Equity Research15/16

We cover more than 1,000 of the most widely followed stocks in our Equity Research Reports. Each report features independent research from our analysts and provides in-depth analysis on a company, its fundamentals and its growth prospects. Quickly access reports for New Upgrades and New Downgrades.

You can also find a report on the ticker of your choice, or access all of the stock reports covered by Zacks analysts.

View All Zacks Equity Research Reports

Zacks Analyst Reports

View All

New Upgrades: AVT, HSY, BOH, TEL, MEOH, WPM, STX, KEYS, YELP, ZM

Avnet
(AVT) Upgraded: 01/30/26

Avnet’s leading position in electronics distribution, focus on high-margin business, expansion initiatives across the IoT space, strong cash flow and impressive shareholder return policy are encouraging.

View Report

Hershey
(HSY) Upgraded: 01/29/26

Hershey drives growth with transformation efforts, cost savings, innovation and strategic buyouts, strengthening its brand portfolio and expanding in snacking.

View Report

Bank of Hawaii
(BOH) Upgraded: 01/28/26

Bank of Hawaii’s revenue growth is fueled by higher NII and fee income. The rising loans and deposits strengthen its balance sheet, while strong liquidity supports steady capital distributions.

View Report

TE Connectivity
(TEL) Upgraded: 01/28/26

TE Connectivity’s harsh-environment application business and industrial solutions are positives. Secular trends in autonomous driving systems and infotainment areas are tailwinds.

View Report

Methanex
(MEOH) Upgraded: 01/27/26

The Geismar 3 project is expected to yield desired results. The company is strengthening its balance sheet. It should also benefit from OCI acquisition, improved MTO operations and demand boost.

View Report

Wheaton Precious Metals
(WPM) Upgraded: 01/27/26

Wheaton is poised to gain from its diversified portfolio of high-quality and long-life assets. Its strong cash position enables it to pay a competitive dividend and invest in accretive streams.

View Report

Seagate Technology
(STX) Upgraded: 01/24/26

Higher demand for HDD solutions as well as expansion into SSD storage space remain tailwinds

View Report

Keysight Technologies
(KEYS) Upgraded: 01/24/26

Robust adoption, driven by high demand for 5G design and test solutions primarily from telecom vendors, and a strong pipeline for new business bookings are key catalysts.

View Report

Yelp
(YELP) Upgraded: 01/24/26

Yelp is benefiting from a growing total addressable market, expanding mobile reach, high quality content and improving user engagement.

View Report

Zoom Communications, Inc.
(ZM) Upgraded: 11/25/25

Zoom is benefiting from an expanding high-value customer base, AI-driven platform innovation, strong balance sheet and margin expansion.

View Report

New Downgrades: SBUX, OLN, ITRI, TTE, MBLY, ACM, ENB, QCOM, POST, XRAY

Starbucks
(SBUX) Downgraded: 01/30/26

Increased operational expenses and declining comps continue to impact the company negatively.

View Report

Olin
(OLN) Downgraded: 01/29/26

Olin's Epoxy segment is exposed to headwinds from weak economic conditions in Europe & China. It also faces headwinds from higher costs, pressured margins and penalties.

View Report

Itron
(ITRI) Downgraded: 01/28/26

Cut-throat competition and global macroeconomic weakness remain headwinds for Itron.

View Report

TotalEnergies
(TTE) Downgraded: 01/28/26

The geopolitical crisis relating to global operations and increasing competition in the space could dent the company’s profitability.

View Report

Mobileye Global Inc.
(MBLY) Downgraded: 01/27/26

Mobileye is set to face rising cost headwinds from unfavorable mix, lower chip ASPs, EyeQ5 costs, higher R&D, wage inflation and infrastructure spending.

View Report

AECOM
(ACM) Downgraded: 01/27/26

Cyclical demand for AECOM’s services, risky economic conditions and dependence on government projects are causes of concern.

View Report

Enbridge
(ENB) Downgraded: 01/24/26

ENB's renewable energy segment faces challenges due to weak wind conditions in Europe.

View Report

Qualcomm
(QCOM) Downgraded: 01/24/26

Growth challenges in the smartphone market, aggressive competition, inventory rebalancing and other issues in China and a highly leveraged balance sheet are concerns for Qualcomm.

View Report

Post Holdings
(POST) Downgraded: 11/26/25

Post Holdings faces headwinds from declining volumes in key segments and shifting consumer behavior amid persistent macroeconomic pressures.

View Report

Dentsply Sirona
(XRAY) Downgraded: 11/07/25

Foreign exchange volatility is expected to present a major headwind in the coming quarters.

View Report

Featured Reports: GILD, TSN, DIS, JNJ, HRL, NFLX, EW, ALGN, AMGN, MSFT

Gilead Sciences
(GILD) Upgraded: 01/30/26

Gilead's strong HIV franchise and the growing oncology franchise should drive growth for the company.

View Report

Tyson Foods
(TSN) Upgraded: 01/28/26

Tyson Foods leverages a diversified protein portfolio, strong chicken performance and global expansion to deliver resilient growth, rising profits and long-term shareholder value.

View Report

Disney
(DIS) Upgraded: 01/29/26

Streaming transformation, strengthening sports entertainment, content library monetization, operating leverage and margin expansion are key growth drivers for Disney.

View Report

Johnson & Johnson
(JNJ) Upgraded: 01/28/26

Innovative Medicine unit is showing a growth trend, driven by existing products like Darzalex, Tremfya and Erleada and continued uptake of new launches, including Spravato, Carvykti and Tecvayli.

View Report

Hormel Foods
(HRL) Upgraded: 01/30/26

Hormel Foods is advancing with brand innovation, driving efficiency through its T&M initiative and reinforcing long-term financial strength.

View Report

Netflix
(NFLX) Upgraded: 01/28/26

Netflix’s accelerating ad business, AI-driven innovation, content strength, focus on originals across various genres and languages are key positives.

View Report

Edwards Lifesciences
(EW) Upgraded: 01/29/26

Strength across all product groups is a positive catalyst for Edwards Lifesciences. The company’s bullish long-term growth strategy buoys optimism on the stock.

View Report

Align Technology
(ALGN) Upgraded: 01/28/26

Align Technology’s robust product line, balanced growth across all channels and consistent focus on international markets to drive growth bolster our confidence in the stock.

View Report

Amgen
(AMGN) Upgraded: 01/28/26

Amgen’s key medicines like Evenity and Repatha as well as newer medicines like Tavneos and Tezspire are driving sales, more than offsetting declining revenues from oncology biosimilars and legacy established products such as Enbrel

View Report

Microsoft
(MSFT) Upgraded: 01/30/26

Microsoft’s cloud dominance with Azure, AI leadership, diversified revenue streams and record contract backlog are tailwinds.

View Report

Find a Report

Get timely analysis that provides the reason behind the Zacks Rank for more than 4,400 stocks

Zacks Microcap Research

View All Microcap Reports

New Reports: IVPR, NRC, BDL, XPON, DIT, KOSS, ROLR, ARKR, AXIL, OFLX

Inspire Veterinary Partners, Inc.
(IVPR) Published: 01/30/26

Inspire faces ongoing losses, financing risks, aggressive capital structure, declining revenues, and a tough, fragmented market.

Microcap Reports Snippet

View Report

National Research
(NRC) Published: 01/30/26

NRC Health's contract growth, strategic partnerships, lean operations, robust liquidity, technology edge, and disciplined capital returns signal strong near-term prospects and competitive advantage.

Microcap Reports Snippet

View Report

Flanigan's Enterprises
(BDL) Published: 01/29/26

Flanigan's growth driven by market demand, strategic pricing, diversified revenue streams, capital-light liquor expansion and self-funded scalable expansion model.

Microcap Reports Snippet

View Report

Expion360 Inc.
(XPON) Published: 01/28/26

Expion360's growth driven by OEM/distributor partnerships, enhancing revenue and margins with superior battery tech and strong market tailwinds.

Microcap Reports Snippet

View Report

AMCON Distributing
(DIT) Published: 01/28/26

AMCON's earnings surge driven by sales growth and cost control; consistent dividends show strong cash flows; national scale and segment diversity offer competitive advantages and stability.

Microcap Reports Snippet

View Report

Koss
(KOSS) Published: 01/28/26

Koss faces risks from customer concentration, tariff volatility, export market declines, litigation costs, and a fragile global supply chain.

Microcap Reports Snippet

View Report

HIGH ROLLER TEC
(ROLR) Published: 01/28/26

High Roller's scalable online casino platform, targeted regulatory growth, sustained user activity, cost rationalization, and revenue diversification drive profitability and investment appeal.

Microcap Reports Snippet

View Report

Ark Restaurants
(ARKR) Published: 01/28/26

Ongoing legal disputes, structural cost pressures, urban property impairments, Florida sales slump, strategic execution failures and risky Meadowlands investment threaten ARKR's profitability and growth.

Microcap Reports Snippet

View Report

AXIL Brands, Inc.
(AXIL) Published: 01/28/26

AXIL capitalizes on the growing hearing aid market with new products and retail expansion, alongside achieving higher profitability and maintaining strong liquidity for strategic growth.

Microcap Reports Snippet

View Report

Omega Flex
(OFLX) Published: 01/28/26

Omega Flex stands strong with high liquidity, debt-free operations, consistent dividends, patented product portfolio, and robust market positioning.

Microcap Reports Snippet

View Report

Microcap Articles

OVBC Stock Up Post Q4 Earnings on Strong Loan Growth, Margin Expansion

Franklin Financial Q4 Earnings Rise Y/Y on Loan Growth, Higher Margins

Community Bancorp Q4 Earnings Rise Y/Y on Loan Growth & Margin Gains

Asset Growth Drives Oak Valley Bancorp's Solid Q4 Earnings

More Microcap Commentary

Top Zacks Features

Free Portfolio Tracker6/16

Zacks Portfolio Tracker on Zacks.com provides 24/7 monitoring of your stocks and will give you the information you need to help you determine when to buy, hold or sell your stocks. You'll receive continuously updated Zacks Rank and Style Scores, Earnings Estimate Revisions, Broker Recommendation Changes, Earnings Surprises and more. Note that you should also add your mutual fund and ETF positions to monitor changes in their Zacks Rank as well.

If you haven't yet set up your Portfolio Tracker, you can get started today.

My Portfolio Tracker

Is it Time to Sell?

Zacks Rank and Portfolio Tracker

One of the most important steps you can take today is to set up your portfolio tracker on Zacks.com. Once you do, you'll be notified of major events affecting your stocks and/or funds with daily email alerts.

Set up my free Portfolio Tracker today

Zacks #1 Rank Top Movers for Jan 30, 2026 Zacks #1 Rank Top Movers Zacks #1 Rank Top Movers for 01/31/26

Value
Growth
Momentum
VGM
Income

Company	Symbol	Price	%Chg
Alps Electr...	APELY	26.25	+2.02%
Cimpress	CMPR	79.09	+1.38%
Enerflex Lt...	EFXT	18.36	+1.38%
Drilling To...	DTI	3.80	+1.33%
PHINIA Inc....	PHIN	71.17	+1.04%

View All Zacks #1 Rank stocks

Zacks #1 Rank Top Movers7/16

The Zacks #1 Rank List is the best place to start your stock search each morning. It's made up of the top 5% of stocks with the most potential. Each weekday, you can quickly see the Zacks #1 Rank Top Movers from Value to Growth, Momentum and Income, even VGM Score.

Go to Zacks Rank #1 Top Movers

Full Zacks #1 Rank List8/16

You can see the full Zacks #1 Rank List or narrow it down to Zacks #1 Rank Stocks with a Value, Growth, Momentum or Income Style Score of A or B. Plus, you can see the Zacks #1 Rank Stocks with a VGM of A or B. You can also sort the list with criteria you choose, view Additions and Deletions by day, and Performance.

Go to the Zacks #1 Rank List

Company	Symbol	Price	%Chg
Gray Media...	GTN	4.51	+5.13%
Kohl's...	KSS	17.47	+3.37%
SK Telecom...	SKM	28.19	+3.00%
FirstSun Ca...	FSUN	39.48	+2.95%
Alps Electr...	APELY	26.25	+2.02%

Company	Symbol	Price	%Chg
Sandisk Cor...	SNDK	576.25	+6.85%
SK Telecom...	SKM	28.19	+3.00%
FirstSun Ca...	FSUN	39.48	+2.95%
Ulta Beauty...	ULTA	647.36	+2.58%
Alps Electr...	APELY	26.25	+2.02%

Company	Symbol	Price	%Chg
Gray Media...	GTN	4.51	+5.13%
Kohl's...	KSS	17.47	+3.37%
SK Telecom...	SKM	28.19	+3.00%
Carter's...	CRI	34.61	+2.98%
Citizens Fi...	CZFS	63.25	+2.30%

Equity Research

Market Outlook

Industry Outlook

Economic Outlook

Market Strategy

Earnings Preview

Earnings Trends

Zacks Equity Research15/16

New Upgrades: AVT, HSY, BOH, TEL, MEOH, WPM, STX, KEYS, YELP, ZM

New Downgrades: SBUX, OLN, ITRI, TTE, MBLY, ACM, ENB, QCOM, POST, XRAY

Featured Reports: GILD, TSN, DIS, JNJ, HRL, NFLX, EW, ALGN, AMGN, MSFT

Find a Report

New Reports: IVPR, NRC, BDL, XPON, DIT, KOSS, ROLR, ARKR, AXIL, OFLX

Microcap Articles

Due to inactivity, you will besigned out in approximately:

Due to inactivity, you will be
signed out in approximately: