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Analyst Blog: Archive

Jewel Saha

NextEra Outperforms Industry Quarter to Date: How to Play the Stock?

NEE continues to shine with clean energy growth, rising earnings estimates and steady dividends, but trades at a premium valuation.

NEENegative Net Change SONegative Net Change DUKNegative Net Change

Zacks Equity Research

AQST Stock Up as FDA Skips Advisory Meeting to Discuss Anaphylm NDA

Aquestive Therapeutics shares surge after FDA skips advisory meeting on Anaphylm NDA, keeping its January 2026 action date intact.

ADPTNegative Net Change AQSTPositive Net Change ALLOPositive Net Change AKROPositive Net Change

Moumita C. Chattopadhyay

Upstart's AI Underwriting Edge: Can It Keep Driving Loan Growth?

UPST's AI-driven underwriting is fueling record loan originations, margin gains, and expansion into auto and home equity lending.

UPSTNegative Net Change INTUPositive Net Change PYPLPositive Net Change

Ekta Bagri

BDTX Stock Surges 51.1% in Six Months: Is There More Room for Growth?

Black Diamond shines with a 51.1% stock surge, fueled by silevertinib's progress and pipeline momentum in oncology.

AZNNegative Net Change JNJNegative Net Change BDTXPositive Net Change

Zacks Equity Research

Private Markets Push: Can Goldman Profit From T. Rowe Price Tie-Up?

GS partners with TROW to expand private market access and retirement solutions, backed by $1B stake and new 401(k) rules.

GSNegative Net Change JPMNegative Net Change BLKNegative Net Change TROWNegative Net Change

Zacks Equity Research

VICI Properties Rewards Shareholders With 4% Dividend Hike

VICI boosts its quarterly dividend by 4% to 45 cents per share, reinforcing its appeal to income-focused investors.

VICIPositive Net Change EPRTPositive Net Change ADNegative Net Change

Zacks Equity Research

Tsakos Energy Navigation to Report Q2 Earnings: What's in Store?

TEN is set to post second-quarter results, with earnings expected to be down 53% and revenues forecasted to be 9.2% lower year over year.

DALPositive Net Change JBHTNegative Net Change TENPositive Net Change

Nilanjan Choudhury

Chevron Soars 12% in 3 Months: Should You Hold the Stock or Exit?

CVX's 15% stock surge, fueled by Permian gains, Hess deal and shareholder payouts, faces valuation and oil price challenges.

CVXNegative Net Change XOMNegative Net Change SHELNegative Net Change

Zacks Equity Research

RHHBY Posts Positive Data on Vabysmo in nAMD at Euretina Congress

Roche posts strong new data for Vabysmo in eye disease, with extended dosing and vision gains driving growth.

REGNPositive Net Change RHHBYPositive Net Change BAYRYNegative Net Change

Kashvi Chandgothia

monday.com vs. Salesforce: Which Workflow Stock Has More Upside?

CRM's AI tools gain traction as MNDY battles rising costs and slowing growth. Who's better positioned for upside?

CRMPositive Net Change MNDYPositive Net Change

Zacks Equity Research

Alarm.com's Unit Boosts EV Managed Charging Programs With BTR Buyout

ALRM's EnergyHub acquires Bridge to Renewables, strengthening EV integration and managed charging programs.

RBCNegative Net Change FLSPositive Net Change GHMNegative Net Change ALRMPositive Net Change

Aritra Chatterjee

Arista Rises 79.7% in a Year: How Should You Play the Stock?

Arista's 79.7% surge outpaces peers as AI networking demand, strategic acquisition and strong cash flow fuel growth momentum.

CSCONegative Net Change ANETPositive Net Change HPENegative Net Change

Zacks Equity Research

AGIO Stock Falls as FDA Delays Decision on Pyrukynd for Thalassemia

Agios shares tank as the FDA extends the review period for Pyrukynd in thalassemia by three months, pushing the final ruling to Dec. 7, 2025.

AGIOPositive Net Change ADPTNegative Net Change ALLOPositive Net Change AKROPositive Net Change

Sraddha Singha

Tutor Perini Stock Up 29% in Past Month: Still a Buy or Hold?

With TPC stock up 29% in a month, record backlog growth and raised EPS guidance, is now the right time to buy?

FLRNegative Net Change TPCNegative Net Change GVANegative Net Change JNegative Net Change

Zacks Equity Research

Copart Q4 Earnings Surpass Estimates, Revenues Increase Y/Y

CPRT fourth-quarter earnings beat estimates with a 24% jump, while revenues rise year over year despite missing estimates.

LEAPositive Net Change GPIPositive Net Change CPRTNegative Net Change MBLYNegative Net Change

Zacks Equity Research

Samsara's Q2 Earnings Surpass Expectations, Revenues Rise Y/Y

IOT's Q2 earnings beat estimates with strong revenues and ARR growth, boosted by new high-value customers and margin expansion.

APHNegative Net Change FFIVNegative Net Change CRWDNegative Net Change IOTPositive Net Change

Zacks Equity Research

AAR's Segment Secures a Contract for Mobility Solutions

AIR's Mobility Systems unit wins a Defense Logistics Agency contract worth up to $85M to supply containers, shelters and accessories.

AIRNegative Net Change BAESYPositive Net Change AVAVNegative Net Change TDYNegative Net Change

Zacks Equity Research

Embraer Signs Deal to Supply A-29 Super Tucano Aircraft to Panama

ERJ secures a deal to deliver four A-29 Super Tucano aircraft to Panama, marking the nation's entry into its growing defense platform.

BANegative Net Change LMTPositive Net Change NOCNegative Net Change ERJPositive Net Change

Subham Roy

AMAT Rides on the Strength in Semiconductor Systems: Will it Last?

Applied Materials posts record Q3 revenues on Semiconductor Systems strength, but softer Q4 guidance raises questions on momentum.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Caleres Q2 Earnings Miss Estimates, Sales Decline 3.6% Y/Y

CAL posts second-quarter sales above estimates but earnings fall short, with margins pressured by tariffs, promotions and higher markdowns.

SKXNegative Net Change WWWPositive Net Change CALPositive Net Change LEVINegative Net Change

Vasundhara Sawalka

BIDU vs. GOOGL: Which AI Search Giant Has Better Investment Potential?

Despite premium valuation, Google's global scale, diversified AI monetization & $96B quarterly revenue trump Baidu's China-limited growth prospects.

BIDUPositive Net Change GOOGLPositive Net Change

Nilanjan Banerjee

Is Enbridge on Solid Footing to Meet Growing Data Center Power Demand?

ENB is tapping natural gas pipelines, renewables and utilities to capture rising data center power demand.

WMBNegative Net Change ENBNegative Net Change KMINegative Net Change

Rimmi Singhi

Tesla Master Plan IV: Does It Really Change TSLA's Investment Case?

Tesla's Master Plan IV touts AI, robots and energy but rising EV competition and weak results raise doubts about its impact.

TSLAPositive Net Change GOOGLPositive Net Change BYDDYPositive Net Change

Zacks Equity Research

Synopsys to Report Q3 Earnings: What's in the Cards for the Stock?

SNPS eyes Q3 earnings of $3.82-$3.87 per share, fueled by strong demand in AI, HAV systems, and IP portfolio gains.

GISPositive Net Change KRNegative Net Change FDSNegative Net Change SNPSPositive Net Change

Shrabana Mukherjee

Innodata vs. Veritone: Which AI Services Stock Has More Upside in 2025?

Which AI stock has more upside in 2025-INOD with profits and growth or VERI with a low valuation and turnaround?

INODPositive Net Change VERINegative Net Change PLTRNegative Net Change