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Analyst Blog: Archive

Zacks Equity Research

Humana, DrFirst Ties Up to Boost Statin Use in High-Risk Patients

HUM partners with DrFirst to increase statin use in high-risk patients with diabetes and cardiovascular disease, aiming to close care gaps.

UNHPositive Net Change HUMPositive Net Change MOHPositive Net Change CNCPositive Net Change

Zacks Equity Research

Can AECOM's $24.6B Backlog Weather Economic and Policy Shocks?

With a $24.6B backlog, ACM eyes growth from global infrastructure booms despite looming economic and policy risks.

PWRPositive Net Change ACMNegative Net Change EMENegative Net Change JNegative Net Change

Zacks Equity Research

Lockheed Secures a $720M Contract for JAGM & Hellfire Missiles

LMT wins a $720M U.S. Army deal to produce Hellfire and JAGM Missiles, enhancing its role in advanced missile defense.

BAPositive Net Change LMTPositive Net Change NOCPositive Net Change RTXNegative Net Change

Zacks Equity Research

HBM Sells 30% Stake in Copper World to Mitsubishi for $600M

Hudbay Minerals secures $600M from Mitsubishi for a 30% stake in its Copper World project, slashing its upfront costs and boosting long-term growth plans.

FCXPositive Net Change HBMPositive Net Change WPMPositive Net Change MSBHFPositive Net Change

Urmimala Biswas

Quantum Stocks Q2 2025: Are D-Wave, IonQ & Rigetti Funding the Future?

D-Wave, IonQ and Rigetti post strong Q2 sales, incur steeper losses and have billion-dollar cash reserves to drive quantum breakthroughs.

AZNPositive Net Change NVDANegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

Fortinet Boosts FortiRecon With CTEM to Strengthen Cyber Defenses

FTNT enhances FortiRecon with CTEM alignment, brand protection and AI-driven automation to tackle evolving cyber threats.

MSFTNegative Net Change FTNTPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Can AI-Driven Project Guidance Help Lowe's Win More Market Share?

LOW debuts AI-driven Mylow and enhanced Pro Rewards, aiming to boost customer engagement and market positioning.

LOWNegative Net Change HDNegative Net Change WSMNegative Net Change FNDPositive Net Change

Zacks Equity Research

T. Rowe Price July AUM Balance Increases Sequentially, Net Flows Flat

TROW's AUM rises 1.6% in July 2025 to $1.70T, with gains across equity, fixed income, multi-asset and alternative products.

BENNegative Net Change TROWNegative Net Change IVZNegative Net Change

Zacks Equity Research

IFF Launches POWERFRESH ACE 2000 to Enhance Bread Sustainability

International Flavors debuts POWERFRESH ACE 2000, a bread enzyme that boosts softness, extends shelf life and supports bakery sustainability goals.

ECLPositive Net Change PPGNegative Net Change IFFPositive Net Change LINPositive Net Change

Zacks Equity Research

Veralto Benefits From TraceGains Buyout Amid High Competition

VLTO strengthens growth outlook with the TraceGains buyout and rising demand in U.S. water infrastructure projects.

MEGNegative Net Change ZWSNegative Net Change VLTONegative Net Change

Zacks Equity Research

Selective Insurance Set to Grow on Rising Premium Amid Challenges

Selective Insurance targets growth with rising premiums, strong Commercial Lines and geographic expansion despite industry headwinds.

AXSNegative Net Change SIGINegative Net Change ACGLNegative Net Change NMIHNegative Net Change

Zacks Equity Research

Is Ralph Lauren's Digital Push Enough to Offset Retail Headwinds?

RL's double-digit online sales growth highlights its digital-first strategy as it works to counter softer retail trends worldwide.

RLPositive Net Change GESNegative Net Change LULUPositive Net Change GIIIPositive Net Change

Zacks Equity Research

Can Domino's New Menu Additions Boost Average Ticket Size?

DPZ's Parmesan Stuffed Crust is fueling sales growth, boosting average tickets and winning customer praise as a long-term menu fixture.

YUMPositive Net Change DPZPositive Net Change PZZANegative Net Change

Zacks Equity Research

Bank of Montreal May Sell Transport Finance Arm Amid Market Shift

BMO may sell its $11-billion transportation finance arm, drawing private equity interest but keeping options open.

HBANNegative Net Change BMONegative Net Change HSBCNegative Net Change

Zacks Equity Research

Amazon Expands Same-Day Grocery Delivery to Steer Competition

AMZN pushes same-day grocery to 2,300 cities by year-end, blending fresh produce with Prime delivery as Walmart, Target, Kroger race to defend market share.

AMZNPositive Net Change TGTNegative Net Change WMTNegative Net Change KRPositive Net Change

Zacks Equity Research

American Financial Banks on Renewal Pricing Amid Cost Woes

AFG stock gains from new business opportunities, increased exposures, a better renewal rate environment, and effective capital deployment.

AXSNegative Net Change AFGNegative Net Change ACGLNegative Net Change NMIHNegative Net Change

Zacks Equity Research

Will Colgate's Innovation Drive Market Share Gains in 2025?

CL's innovation push spans premium oral, personal, home and pet care to drive market share growth in 2025 despite headwinds.

PGPositive Net Change CLPositive Net Change CLXPositive Net Change CHDNegative Net Change

Zacks Equity Research

Seadrill's Drillships Secure Key Contracts in the Gulf of America

SDRL secures new Gulf of America contracts for West Vela and Sevan Louisiana, boosting its $2.5B order backlog.

MURNegative Net Change SDRLNo Net Change TALONegative Net Change

Zacks Equity Research

Honda Q1 Earnings Surpass Expectations, Revenues Rise Y/Y

HMC beats Q1 EPS estimates despite weaker y/y earnings, as Motorcycle gains offset softness in other segments.

FNo Net Change HMCPositive Net Change GMNegative Net Change TSLANegative Net Change

Zacks Equity Research

Toyota Q1 Earnings Miss Expectations, Revenues Rise Y/Y

TM's Q1 earnings miss forecasts despite higher revenues, as operating income and profit outlook signal sharp declines ahead.

FNo Net Change TMPositive Net Change GMNegative Net Change TSLANegative Net Change

Zacks Equity Research

Virtus Investment's July AUM Inches Up Sequentially on Net Inflows

VRTS's July AUM rose to $170.8B, lifted by ETF and institutional inflows despite U.S. retail fund outflows.

IVZNegative Net Change VRTSNegative Net Change VCTRPositive Net Change

Zacks Equity Research

LATAM Airlines July 2025 Traffic Improves Year Over Year

LTM flew nearly 8 million passengers in July 2025, with traffic up 10.4% year over year, along with a slight surge in load factor to 86.7%.

BAPositive Net Change RYAAYPositive Net Change LTMPositive Net Change VLRSNo Net Change

Zacks Equity Research

Enterprise Oil Leak Temporarily Disrupts Seaway Pipeline Flows

EPD addresses a crude leak at its Houston terminal, briefly disrupting Seaway pipeline flows and nudging Gulf Coast crude prices higher.

EPDNegative Net Change AMNegative Net Change ENBNegative Net Change FTKNegative Net Change

Zacks Equity Research

SBH's E-Commerce Sales Hit 11% of Net Sales: Can it Keep Rising?

Sally Beauty's e-commerce now drives 10.6% of net sales, powered by marketplaces, innovation and targeted promotions.

ELPositive Net Change ULTANegative Net Change SBHPositive Net Change COTYNegative Net Change

Zacks Equity Research

BAC, JPM & COF-Owned Zelle App Faces Lawsuit Over Security Lapse

Bank of America, JPMorgan and Capital One's Zelle faces a New York lawsuit alleging $1B theft from weak fraud safeguards.

BACNegative Net Change JPMNegative Net Change COFNegative Net Change