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Analyst Blog: Archive

Vasundhara Sawalka

Azure Aids MSFT's Q3 Beat: Should AI-Focused Investors Buy the Stock?

Microsoft's Q3 shines with Azure's 33% growth and AI leadership. Strong financials and strategic vision make MSFT stock a compelling buy for investors in 2025.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Urmimala Biswas

Abbott Outpaces Peers Defying Tariff Woes: Is ABT Stock a Smart Buy?

Despite trade policy challenges, Abbott's global footprint and 90 manufacturing sites offer flexibility to manage regional risks and reroute supply chains.

ABTPositive Net Change BSXPositive Net Change MDTPositive Net Change

Anirudha Bhagat

ASML vs. TSM: Which Semiconductor Stock is the Smarter Buy?

ASML Holding and Taiwan Semiconductor Manufacturing power the chip industry, but ASML's EUV monopoly and strong outlook give it the investment edge.

ASMLPositive Net Change TSMPositive Net Change

Zacks Equity Research

MarketAxess Q1 Earnings Beat on Emerging Markets Strength

MKTX returns $38.1 million to shareholders in the first quarter via share buybacks.

MKTXNegative Net Change HRTGPositive Net Change ATLCNegative Net Change ROOTPositive Net Change

Zacks Equity Research

Canadian Pacific Kansas City Q1 Earnings Match Estimates, Up Y/Y

CP's first-quarter 2025 earnings and revenues improve year over year.

DALPositive Net Change UALPositive Net Change CPPositive Net Change LSTRPositive Net Change

Zacks Equity Research

UBER Q1 Earnings Surpass Estimates, Improve Year Over Year

UBER's first-quarter 2025 earnings and revenues improve year over year.

BIDUNegative Net Change LYFTNegative Net Change UBERNegative Net Change

Zacks Equity Research

Perrigo Q1 Earnings Beat Estimates, Revenues Decline Y/Y

PRGO reports mixed first-quarter 2025 results. The top line declines, largely due to the loss of sales stemming from exited businesses and product lines.

PRGOPositive Net Change PBYIPositive Net Change NTLAPositive Net Change ELEVNegative Net Change

Zacks Equity Research

Allot to Report Q1 Earnings: What's in the Offing for the Stock?

ALLT's revenues in the first quarter of 2025 are anticipated to have decreased compared to the prior year, with the net loss potentially widening.

EFXPositive Net Change ALLTNegative Net Change FINegative Net Change

Zacks Equity Research

Bandwidth Q1 Earnings Beat Estimates on Solid Revenue Growth

BAND reports a top-line growth year over year, driven by healthy demand for its cloud communication services and disciplined operating execution.

AKAMNegative Net Change HUBSPositive Net Change BANDPositive Net Change PINSPositive Net Change

Zacks Equity Research

Cytokinetics Q1 Earnings Beat, Aficamten Target Action Date Extended

CYTK reports narrower-than-expected Q1 loss. However, the target action date for aficamten in obstructive HCM has been extended by the FDA to provide time for reviewing a REMS submission made at the agency's request.

SNYNegative Net Change BAYRYNegative Net Change CYTKNegative Net Change

Zacks Equity Research

MPLX Q1 Earnings Beat on Higher Throughputs, Revenues Increase Y/Y

MPLX Q1 earnings gain on higher pipeline throughputs and a rise in gathered and processed volumes from the Utica and Permian Basins.

EQTPositive Net Change MPLXNegative Net Change GLPEYNegative Net Change AROCNegative Net Change

Zacks Equity Research

Solventum Q1 Earnings Likely to Reflect Higher Costs & Expenses

SOLV's Q1 performance is likely to have been hurt by below-par revenue growth in several markets, coupled with currency headwinds. Improved pricing might have offset the sales decline.

PINCPositive Net Change HQYPositive Net Change PGNYPositive Net Change SOLVPositive Net Change

Zacks Equity Research

Denali Q1 Loss Wider Than Expected, Hunter Syndrome Drug in Focus

DNLI reports a wider-than-expected loss for the first quarter of 2025. Denali submits a BLA for tividenofusp alfa under the FDA???s accelerated approval pathway based on data from the phase I/II study in participants with Hunter syndrome.

SNYNegative Net Change BIIBPositive Net Change DNLIPositive Net Change

Zacks Equity Research

COR Q2 Earnings & Revenues Beat Estimates, '25 EPS Guidance Raised

COR's second-quarter fiscal 2025 results showcase a strong segmental performance. The company's earnings guidance for fiscal 2025 looks encouraging.

MASINegative Net Change CVSPositive Net Change CORPositive Net Change AXGNNegative Net Change

Zacks Equity Research

UBS Collaborates With General Atlantic, Expands Into Private Credit

UBS Group teams up with General Atlantic to expand investing clients' and borrowers' access to a broader set of direct lending and other credit products.

JPMPositive Net Change CPositive Net Change UBSPositive Net Change APOPositive Net Change

Zacks Equity Research

AVNS Stock Gains Post Q1 Earnings & Revenue Beat, Gross Margin Down

Strength in Avanos' SNS segment drives its first-quarter 2025 performance despite global macroeconomic challenges.

BSXPositive Net Change CVSPositive Net Change ITGRPositive Net Change AVNSNegative Net Change

Zacks Equity Research

BG Q1 Earnings Beat, Revenues Down Y/Y on Weak Results Across Segments

Bunge Global reports a 41% decline in earnings in Q1. The company's 2025 earnings per share guidance of $7.75 indicates a 15.7% year-over-year decline.

ANDENegative Net Change ADMNegative Net Change BGNegative Net Change HYFMPositive Net Change

Aritra Chatterjee

Intel Excels in Stringent AI Benchmark: Should You Buy the Stock?

Despite solid traction in the AI PC market and portfolio expansion, INTC's growth prospects are affected by stiff competition, high debt levels and geopolitical volatility.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Gildan Activewear Stock Gains 44.8% in a Year: Time to Hold or Avoid?

GIL continues to benefit from its successful execution of strategies, including the Sustainable Growth strategy, and innovations.

CROXPositive Net Change GIIIPositive Net Change GILNegative Net Change DLTHPositive Net Change

Zacks Equity Research

Waters Q1 Earnings Surpass Estimates, Revenue Rise Y/Y

WAT's first-quarter 2025 results reflect strong growth in the instruments and chemical segments, coupled with strong momentum in the industrial and pharma sectors.

WATPositive Net Change AGENNegative Net Change ANIPPositive Net Change ACXPPositive Net Change

Zacks Equity Research

Terex Q1 Earnings & Revenues Beat Estimates, Decline Y/Y on Low Volumes

TEX witnesses year-over-year decline in Q1 earnings due to low volumes. Its guidance for 2025 earnings per share of $4.70 - $5.10 suggests a 20% decline at the midpoint.

MTWPositive Net Change CATNegative Net Change TEXNegative Net Change HYNegative Net Change

Zacks Equity Research

AMSF Stock Down 6% Despite Q1 Earnings Beat on New Business Growth

AMERISAFE's Q1 results reflect premium growth and fee income surge, partly offset by weaker underwriting profits and rising underwriting expenses.

RLINegative Net Change AMSFNegative Net Change ACGLNegative Net Change KNSLPositive Net Change

Zacks Equity Research

Ralph Lauren Stock Gains More Than 44% in a Year: Time to Buy or Hold?

RL gains from expanding its lifestyle brands globally and digital efforts. Its retail and wholesale channels are performing well.

RCLPositive Net Change RLPositive Net Change GILNegative Net Change DLTHPositive Net Change

Zacks Equity Research

FMS Stock Up as Q1 Earnings Beat Estimates, Revenues Up Y/Y

Fresenius Medical's first-quarter results showcase a strong segmental performance, along with reiterating its 2025 outlook for revenue growth.

BSXPositive Net Change CVSPositive Net Change FMSPositive Net Change ITGRPositive Net Change

Zacks Equity Research

Trimble Earnings Surpass Estimates in Q1, Revenues Decline Y/Y

Trimble's Q1 results reveal slowing growth in both the Product, and Subscription and services segments, highlighting near-term headwinds.

TRMBPositive Net Change CCKNegative Net Change UNFNegative Net Change CSTMNegative Net Change