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Analyst Blog: Archive

Zacks Equity Research

Digital Realty, Dell and DXC Unite to Boost Adoption of Enterprise AI

DLR teams up with Dell and DXC to simplify enterprise AI deployment and speed up business outcomes.

CCINegative Net Change DLRPositive Net Change SLGNegative Net Change

Zacks Equity Research

MMC Sub-Unit Mercer Launches AI Platforms to Aid HR Teams

Marsh & McLennan sub-unit Mercer launches AI-driven Workforce Insights and Aida to empower HR teams with data-backed decisions and global workforce intelligence.

LNCPositive Net Change AIZPositive Net Change MMCPositive Net Change HMNPositive Net Change

Zacks Equity Research

Peloton Accelerates Growth With AI Upgrades & Cross-Training Series

PTON unveils AI-powered coaching, new cross-training equipment and wellness programs as shares climb on strong growth momentum.

CCLNegative Net Change BYDNegative Net Change NCLHNegative Net Change PTONNegative Net Change

Zacks Equity Research

Constellation Brands Gears Up for Q2 Earnings: What's in the Offing?

STZ is likely to have witnessed revenue and earnings declines in Q2, with beer strength offset by tariffs and industry headwinds.

PEPNegative Net Change STZPositive Net Change OLLIPositive Net Change CELHNegative Net Change

Zacks Equity Research

Renewable Push & Key Investments to Drive Growth for American Electric

AEP plans to invest $54B in upgrades and renewable projects through 2029, targeting 6-8% long-term earnings growth.

EXCPositive Net Change AEPPositive Net Change DPositive Net Change IDAPositive Net Change

Zacks Equity Research

Rocket Companies Completes $14.2B All-Stock Acquisition of Mr. Cooper

RKT acquires Mr. Cooper in a $14.2B all-stock transaction, creating a mortgage powerhouse serving nearly 10M clients.

BLKPositive Net Change RKTNegative Net Change APONegative Net Change

Zacks Equity Research

JEF Stock Falls 3.6% Since Q3 Earnings Beat, IB Income Solid

Jefferies' Q3 EPS of $1.05 beats estimates on strong IB and asset management results, but shares fell 3.6% as expenses rose.

BACPositive Net Change JPMPositive Net Change JEFNegative Net Change

Zacks Equity Research

Affirm Teams Up With Ace Hardware to Expand Flexible In-Store Payments

AFRM expands into Ace Hardware stores, offering buy now, pay later options that boost shopper flexibility and fuel its retail growth push.

MAPositive Net Change VPositive Net Change AFRMNegative Net Change

Mrithunjoy Kaushik

Will Starbucks' Store Uplifts Reset Economics and Customer Connection?

SBUX bets on store uplifts and new prototypes to boost customer connection and unit efficiency.

CBRLNo Net Change SBUXNegative Net Change QSRPositive Net Change

Zacks Equity Research

Iridium Partners With Karrier One to Expand Global IoT Connectivity

IRDM collaborates with Karrier One to integrate satellite IoT, enabling global device connectivity without base stations.

GNegative Net Change CDNSPositive Net Change IRDMPositive Net Change TASKNegative Net Change

Zacks Equity Research

Williams to Invest $3.1B in Power Projects for Data Centers

WMB commits $3.1 billion to two new power projects, boosting capacity for AI-driven data centers amid record-high electricity demand.

WMBPositive Net Change CLBPositive Net Change OIIPositive Net Change CRCPositive Net Change

Zacks Equity Research

AXS Outperforms Industry, Trades at a Discount: How to Play the Stock

AXIS Capital gains from a well-performing specialty insurance, reinsurance, as well as the accident and health portfolio.

TRVPositive Net Change AXSPositive Net Change AFGPositive Net Change ACGLPositive Net Change

Maharathi Basu

Grab Up 62% in 6 Months: Is the Stock Still Worth Betting On?

Grab's 62% rally in six months, rising GMV, fintech growth and bold AV bets fuel optimism despite premium valuation.

AMZNNegative Net Change WRDNegative Net Change GRABPositive Net Change

Kanishka Das

MRK Stock Up Nearly 14% So Far This Week: What's Driving It?

Merck shares climb nearly 14% as Pfizer's landmark drug pricing deal with the Trump administration sparked renewed optimism in pharma stocks.

AZNPositive Net Change PFEPositive Net Change MRKNegative Net Change LLYPositive Net Change

Subham Roy

Analog Devices' Push Into High-Margin Businesses: Will it Drive Growth?

ADI sees strong momentum in industrial and automotive growth, aiming to push margins past 70% in the coming quarters.

ADIPositive Net Change TXNNegative Net Change STMNegative Net Change

Kinjel Shah

Is PFE Stock a Buy After 14% Rise Post Drug Pricing Deal With Trump?

Pfizer surges 14% after landmark Trump deal slashing drug prices while boosting U.S. investments.

AZNPositive Net Change PFEPositive Net Change LLYPositive Net Change ABBVNegative Net Change

Zacks Equity Research

Hims & Hers Expands Health Access Through Subscription Revenue Model

HIMS boosts predictable revenue and customer loyalty with a flexible, subscription-based model across key health categories.

MEDPositive Net Change AMWLPositive Net Change HIMSNegative Net Change

Zacks Equity Research

TTD to Rollout Audience Unlimited: Monetization Tailwind Ahead?

The Trade Desk introduces Audience Unlimited and AI-powered trading modes to cut costs and boost ad campaign efficiency.

TTDPositive Net Change MGNIPositive Net Change TBLANegative Net Change

Rimmi Singhi

Tesla Q3 Deliveries Reach Record Levels: Is TSLA Stock a Buy?

TSLA's record Q3 deliveries, rising energy storage gains and AI ambitions fuel optimism. However, questions on demand and valuation remain.

FPositive Net Change GMPositive Net Change TSLANegative Net Change

Zacks Equity Research

Greif Optimizes Portfolio With Timberlands Business Sale

GEF sells its timberlands business for $462M, aiming to cut debt, boost efficiency and focus on higher-margin markets.

FLSNegative Net Change PKGNegative Net Change GEFPositive Net Change LIFPositive Net Change

Zacks Equity Research

Martin Marietta Stock Poised to Gain From Quikrete Deal

MLM gains ground as its Quikrete deal sharpens focus on aggregates and injects $450M in cash for future growth.

PWRPositive Net Change MLMPositive Net Change DYNegative Net Change STRLNegative Net Change

Lavina Shahu

Ford's US Sales Jump 8% in Q3: What's Powering Its Growth?

F's Q3 U.S. sales climb 8% with record gains in EVs, SUVs and software, as Mach-E and F-150 Lightning hit all-time highs.

FPositive Net Change GMPositive Net Change STLAPositive Net Change

Supriyo Bose

Should You Park Your Money in JBL Stock Post Robust Q4 Results?

Jabil posts strong Q4 results with revenue and earnings beats, fueled by data center and healthcare demand, but faces margin pressures.

INTCNegative Net Change JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Zacks Equity Research

MTG Stock Near 52-Week High: A Signal for Investors to Hold Tight?

MGIC Investment gains from new business, solid annual persistency, higher levels of home sales, effective capital deployment, and sufficient liquidity.

MTGNegative Net Change ORIPositive Net Change ACTNegative Net Change HMNPositive Net Change

Arghyadeep Bose

OppFi's NCO Rate Falling: Is Risk Mitigation Strategy Paying Off?

OPFI's NCO rate keeps falling as AI-driven underwriting and risk strategies fuel record revenues and profit growth.

GDOTNegative Net Change PAGSNegative Net Change OPFIPositive Net Change