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Analyst Blog: Archive

Tirthankar Chakraborty

NVIDIA vs. Broadcom: The Smarter AI Stock to Buy for March 2026

NVIDIA and Broadcom both posted blockbuster AI-fueled quarters, but differences in growth, debt and valuation set one apart as the smarter buy.

NVDANegative Net Change AVGONegative Net Change

Nilanjan Banerjee

Should Investors Worry About ExxonMobil if Oil Prices Slip in 2026?

With WTI above $65 but seen sliding to $53 in 2026, can XOM's strong balance sheet and prime assets cushion a potential oil price slump?

CVXPositive Net Change XOMPositive Net Change EOGPositive Net Change

Zacks Equity Research

ARLO Q4 Earnings and Revenues Beat Estimates, Both Rise Y/Y

Arlo Technologies' tops Q4 estimates as revenues jump 16% Y/Y, driven by a 39% surge in subscription sales and expanding margins, with an upbeat 2026 outlook.

MUNegative Net Change MDBNegative Net Change ARLOPositive Net Change CRDONegative Net Change

Zacks Equity Research

UiPath's Debt-Free Balance Sheet Fuels Strategic Flexibility

PATH's debt-free balance sheet and $1.4B cash reserve give it unique flexibility to invest boldly in automation growth.

MSFTNegative Net Change PATHPositive Net Change NOWNegative Net Change

Zacks Equity Research

Carter's Q4 Earnings Beat Estimates, Shares Fall on Soft EPS View

CRI tops Q4 estimates with 7.6% sales growth, but stock sinks over 15% on soft Q1 and 2026 earnings outlook.

COLMNegative Net Change RLNegative Net Change BYDNegative Net Change CRINegative Net Change

Zacks Equity Research

AvePoint Q4 Earnings and Revenues Beat Estimates, Sales Rise Y/Y

AVPT tops Q4 estimates with 29% revenue growth and a 350% EPS surge, as SaaS strength and an upbeat 2026 outlook signal sustained momentum.

MUNegative Net Change ADBEPositive Net Change MDBNegative Net Change AVPTPositive Net Change

Moumita C. Chattopadhyay

Realty Income's $8B Growth Plan: Can Global Push Power Steady Growth?

O targets $8B in 2026 investments after a $6.3B 2025 haul, expanding globally and tapping new capital to sustain growth momentum.

SPGPositive Net Change FRTPositive Net Change OPositive Net Change

Zacks Equity Research

Here's Why Investors Should Bet on LATAM Airlines Stock Now

LTM rides an 85% stock surge, rising EPS estimates and strong passenger demand as revenues jump 16.3% y/y in Q4.

LUVNegative Net Change ALGTNegative Net Change LTMNegative Net Change

Zacks Equity Research

Intuit Tops Q2 Earnings, Reaffirms FY26 Growth Outlook Amid AI Push

INTU tops Q2 estimates with 25% EPS jump and 17% revenue growth, reiterates FY26 outlook as AI-driven platform gains traction.

INTUPositive Net Change PYPLPositive Net Change BILLPositive Net Change

Moumita C. Chattopadhyay

Realty Income Stock: A Buy, Hold or Sell Opportunity Post Q4 Earnings?

O ends 2025 with steady AFFO, 98.9% occupancy and an $8B 2026 investment plan, yet rate risks keep the buy-or-hold debate alive.

OPositive Net Change ADCPositive Net Change EPRTPositive Net Change