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Analyst Blog: Archive

Tirthankar Chakraborty

Top 3 AI Stocks, Including NVIDIA to Buy Now for 2026 Growth

Micron rides booming AI demand as HBM-fueled revenues surge, while Palantir and NVIDIA post strong growth heading into 2026.

MUNegative Net Change NVDANegative Net Change PLTRNegative Net Change

Zacks Equity Research

QCOM Expands Into AI Video Intelligence Market: Will it Drive Growth?

Qualcomm teams with CP PLUS to bring on-device AI to video security as it pushes into the fast-growing AI video market.

QCOMNegative Net Change NVDANegative Net Change MSINegative Net Change

Madhurima Das

Is CCJ Prepared to Offset McArthur River Losses With Cigar Lake Gains?

Cameco trims its 2025 uranium outlook as McArthur River delays weigh on output, with Cigar Lake's strength helping ease the shortfall.

CCJNegative Net Change URGPositive Net Change UUUUNegative Net Change

Madhurima Das

Is CAT Finally Turning the Corner With Return to Revenue Growth in Q3?

Caterpillar posts a 9.5% revenue rebound as all segments return to volume growth, setting up expectations for stronger fourth-quarter sales.

CATNegative Net Change TEXNegative Net Change KMTUYNegative Net Change

Arghyadeep Bose

Accenture Q1 Earnings Preview: Buy Now or Wait for the Results?

ACN eyes modest Q1 top-line growth as regional demand strengthens, even as its earnings outlook and stock performance face pressure.

ACNPositive Net Change CTSHPositive Net Change GPositive Net Change

Aritra Chatterjee

AT&T vs Comcast: Which Telecom Stock Should You Bet On?

T's fiber gains, 5G expansion and AI-driven efficiencies stand out as it vies with CMCSA amid shifting broadband and wireless trends.

TPositive Net Change VZPositive Net Change CMCSANegative Net Change

Zacks Equity Research

FactSet to Report Q1 Earnings: What's in Store for the Stock?

FDS readies to report Q1 results, with expected y/y revenue growth across all regions and a slight lift in earnings.

CARNegative Net Change FDSPositive Net Change SPGIPositive Net Change

Zacks Equity Research

Regions Financial Stock Up 5.3% After Announcing Share Repurchase Plan

RF stock rises nearly 5.3% after unveiling a $3B buyback plan set to begin in 2026, replacing its current program and extending repurchase flexibility.

RFNegative Net Change RJFNegative Net Change ALLYNegative Net Change

Zacks Equity Research

DoorDash E-Commerce Growth Picks Up: A Sign for More Upside?

DASH's e-commerce momentum accelerates as new verticals, grocery partners, and autonomous delivery trials fuel rising orders and GOV.

AMZNNegative Net Change UBERNegative Net Change DASHPositive Net Change

Zacks Equity Research

CBRE Group Stock Gains 22.3% Year to Date: Will it Continue to Rise?

CBRE's 22.3% year-to-date surge is fueled by resilient revenue growth, strategic acquisitions and rising demand for outsourced real estate services.

JLLNegative Net Change NMRKPositive Net Change CBRENegative Net Change

Zacks Equity Research

Host Hotels Announces Special Dividend: Time to Buy the Stock?

HST boosts investment appeal with a 15 cents per share special dividend atop its regular payout, lifting the total 2025 dividend annualized yield of 5.24%.

HSTPositive Net Change CUZNegative Net Change WELLPositive Net Change

Zacks Equity Research

PRM to Acquire Medical Manufacturing Technologies for $685M

Perimeter Solutions moves to buy MMT for $685M in cash, aiming to expand into high-growth medical manufacturing and boost future earnings power.

KGCNegative Net Change HMYNegative Net Change FSMNo Net Change PRMNegative Net Change

Tanuka De

Is Coinbase Setting the Stage for a Strong and Strategic 2026?

COIN eyes 2026 momentum based on 2025 gains, M&A deals, and deeper links between crypto and traditional finance.

IBKRNegative Net Change COINNegative Net Change HOODNegative Net Change

Zacks Equity Research

AI Is Reshaping AXP's Risk Approach: Can it Deliver a Real Advantage?

American Express is transforming credit risk management with AI, using real-time insights to boost precision, fraud detection and portfolio growth.

MAPositive Net Change AXPNegative Net Change PYPLNegative Net Change

Zacks Equity Research

Reasons Why Investors Can Consider Buying Veralto Stock Now

VLTO's fast-growing water and product quality segments, boosted by TraceGains and rising demand trends, underpin its strengthening growth outlook.

GPositive Net Change PLTRNegative Net Change VLTONegative Net Change

Zacks Equity Research

Affirm Expands Merchant Network: But Is Revenue Growth Keeping Up?

AFRM grows its merchant network 30% YoY to 419,000, driving engagement and revenues up 34% in Q1 FY26.

PYPLNegative Net Change AFRMNegative Net Change KLARNegative Net Change

Tanuka De

How BRK.B's Consumer Products Arm Drives Its Manufacturing Business

BRK.B's consumer products segment, with brands like Duracell and Jazwares, boosts earnings stability in its manufacturing arm.

KOPositive Net Change PGPositive Net Change BRK.BPositive Net Change

Kashvi Chandgothia

Roku's Improving Margins Signal a Turnaround: Is the Stock a Buy Now?

ROKU's rising margins, stronger ad demand and expanding engagement signal a turnaround gaining momentum across its platform ecosystem.

AMZNNegative Net Change NFLXPositive Net Change WBDPositive Net Change ROKUPositive Net Change

Zacks Equity Research

Reasons Why You Should Retain Waste Management Stock for Now

WM's solid month-long gain reflects strong pricing discipline, expanding recycling and energy assets, and steady dividends amid liquidity risk.

WMPositive Net Change GPositive Net Change PLTRNegative Net Change

Zacks Equity Research

Is Apollo Go's Global Push a Sign of More Upside for Baidu Stock?

BIDU's global Apollo Go rollout gains speed as rising driverless scale and early unit profits hint at longer-term momentum for the stock.

BIDUNegative Net Change TSLAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

RH Q3 Earnings Miss Estimates, Revenues Beat, FY25 Guidance Lowered

RH posts mixed Q3 results as earnings slip but revenues rise YoY, with lowered FY25 guidance highlighting tariff and housing pressures.

HDPositive Net Change WSMNegative Net Change RHPositive Net Change WNegative Net Change

Zacks Equity Research

Eli Lilly's Next-Generation Obesity Drug Secures First Phase III Win

LLY's retatrutide posts strong weight-loss and pain-reduction results in its first Phase III study, boosting investor optimism.

PFEPositive Net Change NVONegative Net Change LLYPositive Net Change VKTXNegative Net Change

Zacks Equity Research

Amazon's Datacenter Boom: The Next Big Growth Driver for the Stock?

AMZN's datacenter surge, fueled by record AWS capex and massive global expansion, is emerging as the company's most powerful long-term growth driver.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Nilanshi Mukherjee

VRT vs. SMCI: Which Data Center Infrastructure Stock Is a Better Buy?

Vertiv gains momentum as AI-driven data center demand boosts orders and backlog, widening its edge over Super Micro Computer.

SMCINegative Net Change VRTNegative Net Change

Zacks Equity Research

Cenovus Outlines Capital Plan for 2026, Projects 4% Upstream Growth

CVE sets its $5-$5.3B capital plan for 2026, targeting 4% upstream growth and steady output across its upstream and refining segments.

OIINegative Net Change CVEPositive Net Change CNQNegative Net Change FCELPositive Net Change