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Zacks.com Most Recent Articles

Andrew Rocco

AI Stocks: Speculative Hype or Disciplined Growth?

Investment Ideas

The narrative surrounding AI stocks is shifting from speculative hype to disciplined growth. Reasonable valuations, robust earnings, and a supportive regulatory landscape suggest AI stocks have room to run.

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Tirthankar Chakraborty

After Micron's 200%+ Surge, This AI Chip Stock Could Be Next

Analyst Blog

NVIDIA could be the next big AI chip winner as Micron's rally fades, with soaring data center demand and strong uptake for Blackwell and H200 chips.

MUPositive Net Change NVDAPositive Net Change

Urmimala Biswas

Is IonQ a Buy in 2026? How the Stock Stacks Up Against RGTI, QBTS

Analyst Blog

IonQ moves ahead of QBTS and RGTI in 2026 with higher gate fidelity, faster execution and stronger revenue momentum, though losses and integration risks persist.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Bryan Hayes

Weekly Option Windfall: Leading Medical Imaging Giant Offers Attractive Entry

Know Your Options

The rise of GEHC reflects its strong positioning in imaging, patient monitoring, and pharmaceutical diagnostics.

GEHCNegative Net Change

Zacks Equity Research

Can Palantir's Commercial Surge Sustain PLTR's Next Leg of Growth?

Analyst Blog

Palantir raises U.S. commercial revenue guidance, signals enterprise AI demand shift, and backs growth with higher revenue and cash flow outlooks.

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Zacks Equity Research

Is SoFi's Scalable Profitability the Key to Its Stronger 2025 Outlook?

Analyst Blog

SOFI's scalable profitability drives higher 2025 guidance, with stronger member growth, revenue outlook and a sharp boost to tangible book value.

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Nilanjan Banerjee

Crude Oil Price Will Likely Remain Soft: Will ExxonMobil Suffer?

Analyst Blog

Soft WTI prices near $60 threaten XOM's upstream earnings, but its low leverage and premium assets could help weather a weaker oil market.

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Kashvi Chandgothia

MercadoLibre vs Shopify: Which Digital Commerce Stock Holds an Edge?

Analyst Blog

SHOP's capital-light model, global diversification and margin gains put it ahead of MELI facing Latin America volatility.

MELINegative Net Change SHOPPositive Net Change

Nilanjan Banerjee

Weak Oil Prices Loom: 3 Integrated Energy Stocks That Could Hold Up

Industry Outlook

Rising demand for renewable energy is adding uncertainty to the Zacks Oil and Gas Integrated International industry's outlook. CVX, BP and PBR will probably overcome market challenges.

CVXNegative Net Change BPNegative Net Change PBRNegative Net Change

Zacks Equity Research

Will MSFT Stock Climb as Azure AI Services Gain Traction?

Analyst Blog

Microsoft Azure enables AI adoption without costly system replacements. Multi-model infrastructure and frontier model access fuel revenue momentum.

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Zacks Equity Research

3 Reasons Why Growth Investors Shouldn't Overlook Cardinal (CAH)

Tale of the Tape

Cardinal (CAH) is well positioned to outperform the market, as it exhibits above-average growth in financials.

CAHPositive Net Change

Zacks Equity Research

Key Reasons to Add Iron Mountain Stock to Your Portfolio Now

Analyst Blog

IRM's steady storage cash flows, fast-growing data center business and rising FFO estimates point to more upside ahead.

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Tanuka De

Why Alto Ingredients Remains Unprofitable Despite Market Leadership

Analyst Blog

ALTO's cost cuts, carbon strategies, and clean fuel tax credit push haven't been able to turn its market lead into profits yet.

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Zacks Equity Research

Jacobs Wins Suffolk Contracts to Modernize Wastewater Infrastructure

Analyst Blog

J wins two Suffolk contracts to expand and modernize water and wastewater systems, boosting backlog momentum despite a modest stock dip.

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Zacks Equity Research

RFIL Shares Jump on Q4 Earnings Beat, Revenues Increase Y/Y

Analyst Blog

RF Industries' stock jumps more than 21% in the premarket trading after Q4 earnings surpass estimates, with revenues rising 23% year over year and margins expanding sharply.

CTSHNegative Net Change APHPositive Net Change AMEPositive Net Change RFILPositive Net Change

Zacks Equity Research

Here's Why You Should Add QSR Stock to Your Portfolio Right Now

Analyst Blog

Restaurant Brands boosts growth with strong Tim Hortons and Burger King sales, menu innovation, remodels and rising EPS estimates despite inflation headwinds.

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Moumita C. Chattopadhyay

Monthly Payouts & Expanding Reach: Can Realty Income Deliver?

Analyst Blog

O reinforces its income appeal with a 667th straight monthly dividend, high occupancy and disciplined global expansion to support steady payouts.

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Zacks Equity Research

Is Constellation Brands Poised to Gain Share Amid Category Headwinds?

Analyst Blog

STZ faces a slowing U.S. beer market, but brand strength, pricing discipline and retail execution are helping it outperform peers and gain share.

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Susmita Roy

Is RIO's Higher Iron Ore Production a Catalyst for Future Growth?

Analyst Blog

Rio Tinto posts strong Q3 iron ore growth with record Gudai-Darri output and improved Pilbara efficiency.

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Rajshree Sipani

Does UnitedHealth's MA Pilot Signal a New Rural Support Model?

Analyst Blog

UNH's six-month pilot speeds MA payments by ~50%, cutting cycles under 15 days to ease cash-flow strain for rural hospitals.

UNHPositive Net Change HUMPositive Net Change ELVPositive Net Change

Zacks Equity Research

CLOV Reports MA Membership Growth, Signals GAAP Profitability in 2026

Analyst Blog

Clover Health posts 53% AEP PPO membership growth, lifts total members to 153,000, and says the momentum positions it for GAAP net income profitability in 2026.

OMCLPositive Net Change ATRCPositive Net Change PAHCPositive Net Change CLOVNegative Net Change

Mrithunjoy Kaushik

Can AI-Driven Creation & Discovery Extend Roblox's Revenue Runway?

Analyst Blog

RBLX leans on AI to strengthen creator productivity, discovery and platform efficiency, laying groundwork for more durable, scalable monetization.

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Subhasish Mukherjee

Will Oracle's RPO Expansion Strengthen Long-Term Revenue Outlook?

Analyst Blog

ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth beyond 2026.

MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

4 Reasons to Add Medical Properties Stock to Your Portfolio

Analyst Blog

MPW's long-term leases, capital recycling strategy and $1.1B liquidity position highlight why the healthcare REIT stands out.

PLDPositive Net Change DLRPositive Net Change MPWPositive Net Change

Zacks Equity Research

Canadian Natural Eyes Peace River Gas Deal With Tourmaline

Analyst Blog

CNQ is in talks to buy Tourmaline's Peace River gas assets in a deal that could top $1 billion, pending regulatory approval.

CNQNegative Net Change SHELNegative Net Change TRMLFPositive Net Change

Zacks Equity Research

Shell and Exxon Halt Sale of Key U.K. North Sea Gas Assets

Analyst Blog

SHEL and Exxon scrap the sale of major U.K. gas assets to Viaro Energy after regulatory, market and commercial conditions fail to align.

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Zacks Equity Research

Goldman Q4 Earnings Top Estimates on Solid IB Fees, Stock Gains

Analyst Blog

GS tops Q4 EPS estimates on strong IB and trading fees. But higher expenses and Platform Solutions losses tied to Apple Card loans remain a concern.

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Zacks Equity Research

Can Jabil's Advanced Automotive Solutions Drive Future Profits?

Analyst Blog

JBL drives automotive innovation with advanced ADAS, EV components, and smart vehicle systems to speed next-generation car tech.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Zacks Equity Research

SITE Boosts Its Market Presence With Bourget Flagstone Acquisition

Analyst Blog

SiteOne Landscape Supply acquires Bourget Flagstone, strengthening its foothold in Santa Monica, Malibu and Pacific Palisades as it expands hardscape offerings.

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Zacks Equity Research

The Zacks Analyst Blog Highlights AbbVie, Intel, Boeing and Tandy Leather Factory

Press Releases

AbbVie leads a Zacks Analyst Blog roundup highlighting strong pharma execution, AI-driven chip gains and an aviation rebound.

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