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Analyst Blog: Archive

Kashvi Chandgothia

3 Key Reasons to Buy Five9 Stock Beyond the 49% Decline in a Year

FIVN's underperformance contrasts with accelerating AI adoption, stronger bookings and a platform advantage built on deep conversational data.

CRMNegative Net Change NOWNegative Net Change GOOGLNegative Net Change FIVNNegative Net Change

Zacks Equity Research

Is it Wise to Retain Macerich Stock in Your Portfolio Now?

MAC leans on premium malls, omnichannel model and capital recycling for growth despite e-commerce pressures and high debt.

MACPositive Net Change EPRPositive Net Change PECOPositive Net Change

Zacks Equity Research

Dave & Buster's Q3 Earnings Beat, Revenues Miss Estimates

PLAY's Q3 earnings beat estimates driven by improving trends and early gains from key initiatives.

DDSNegative Net Change EXPENegative Net Change LOCOPositive Net Change PLAYNegative Net Change

Zacks Equity Research

Does MercadoLibre's Expanding Credit Book Signal Mounting Risk Ahead?

MELI's credit portfolio is surging, boosting engagement but heightening margin pressure as card-driven growth reshapes its lending mix.

NUPositive Net Change SENegative Net Change MELINegative Net Change

Zacks Equity Research

Are Category Trends Enough to Retain DICK'S Sporting's Comps Momentum?

DKS posts a 5.7% comp gain as strong category trends, new formats and digital momentum lift performance.

AEOPositive Net Change DKSNegative Net Change BOOTNegative Net Change SFIXNegative Net Change

Mahak Lohia

Running Strong, Sportswear Soft: Can NIKE Balance Its Portfolio?

NKE posts strong running gains, but lingering Sportswear and China weaknesses pose challenges as its brand trio aims to regain full momentum.

NKENegative Net Change LULUPositive Net Change ADDYYPositive Net Change

Zacks Equity Research

Block's Afterpay Expands Partnerships: Will it Boost Holiday Sales?

XYZ's Afterpay adds new partners across major shopping categories as holiday buyers seek flexible BNPL options and multi-channel payment access.

PYPLNegative Net Change AFRMNegative Net Change XYZPositive Net Change

Sraddha Singha

Can EMCOR Extend Its Run of High Single-Digit Organic Growth?

With record RPOs and surging data-center demand, can EME keep delivering high single-digit organic growth despite premium valuation and rising competition?

FLRNegative Net Change EMENegative Net Change MTZNegative Net Change

Sraddha Singha

Could Stride's Free Tutoring Initiative be Its Next Brand Win?

As LRN rolls out free ELA tutoring, could this high-impact initiative become its strongest brand differentiator amid rising ed-tech competition?

LRNPositive Net Change CHGGNegative Net Change UDMYNegative Net Change

Zacks Equity Research

Emerson Gains From Business Strength Amid Persisting Headwinds

EMR's strong Intelligent Devices and Software and Control growth, plus full AspenTech ownership, fuels sales momentum despite pockets of weakness.

EMRNegative Net Change FLSNegative Net Change WTSPositive Net Change HLIONegative Net Change

Zacks Equity Research

Cyber Budgets to Get Hot: Can Marsh & McLennan Take the Advisory Lead?

Cyber budgets are set to surge as MMC arm, Marsh's new report highlights rising third-party risks and widening confidence gaps, boosting demand for its advisory role.

MFCNegative Net Change MMCPositive Net Change ABLNegative Net Change

Avisekh  Bhattacharjee

USAR Surges 52.5% YTD: How Should Investors Play the Stock?

USAR's stock jumps 52.5% YTD as its magnet plant progress, cash build and LCM acquisition shape long-term prospects amid ongoing losses.

MPNegative Net Change NBNegative Net Change USARNegative Net Change

Madhurima Das

Centrus Energy Soars 297.1% YTD: Is There More Upside Ahead?

LEU surges as Q3 revenues jump, backlog swells to $3.9B and major enrichment expansion plans take shape.

CCJNegative Net Change UUUUNegative Net Change LEUNegative Net Change

Tanuka De

Does Berkshire's Building Products Arm Aid Its Manufacturing Business?

BRK.B's building-products arm drives up to 45% of manufacturing earnings, adding strength through cyclical shifts.

BRK.BPositive Net Change BLDRNegative Net Change RPMPositive Net Change

Zacks Equity Research

Northrop Grumman Secures a Contract to Aid SiAW and AARGM-ER Programs

NOC wins a $100M contract to bolster SiAW and AARGM-ER programs, expanding its role in advanced missile systems through 2034.

BAPositive Net Change LMTPositive Net Change NOCPositive Net Change RTXPositive Net Change

Vasundhara Sawalka

Can AMZN's Expanding Global Investments Push the Stock Higher in 2026?

Amazon's sweeping global investments and accelerating AWS momentum spotlight the company's push for stronger growth heading into 2026.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Rajshree Sipani

Behind the Curtain: How UnitedHealth is Rewriting its Own Rules

UNH is reshaping its model with tech-driven, integrated care as Optum's growth and rising revenues redefine its strategy.

UNHPositive Net Change HUMPositive Net Change ELVNegative Net Change

Zacks Equity Research

Will Ford's Renault Alliance Help Counter Rising Chinese EV Rivals?

F teams up with Renault to build low-cost EVs and vans in Europe, aiming to regain ground as Chinese rivals intensify competition.

FPositive Net Change TSLAPositive Net Change RNLSYPositive Net Change RIVNPositive Net Change

Zacks Equity Research

BRO Trading at a Discount to Industry at 16.72X: How to Play the Stock

Brown & Brown stock is poised to gain from new business, solid retention, higher core commissions and fees, strategic buyouts and prudent capital deployment.

MMCPositive Net Change AJGPositive Net Change BROPositive Net Change WTWPositive Net Change

Zacks Equity Research

WTW Outperforms Industry, Trades at a Discount: Time to Hold?

Willis Towers stock rallies on the back of a strong new business, strategic acquisitions, solid customer retention levels and financial flexibility.

MMCPositive Net Change AJGPositive Net Change BROPositive Net Change WTWPositive Net Change

Zacks Equity Research

Key Reasons to Add Regency Centers Stock to Your Portfolio Now

REG's grocery-anchored centers, solid rent growth and active expansions underscore its stability and long-term growth potential.

REGNo Net Change EPRPositive Net Change PECOPositive Net Change

Subham Roy

AMAT Rises 56% in a Year: Should You Buy, Sell or Hold the Stock?

Applied Materials' AI-fueled gains lift shares 56% this year, but export limits, rivals and valuation cloud the near-term outlook.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Ahan Chakraborty

Can NVO Defend Its Obesity Lead as GLP-1 Competition Intensifies?

Novo Nordisk faces slowing semaglutide momentum as new obesity contenders, including GPCR's aleniglipron, push the competitive landscape forward.

NVONegative Net Change LLYPositive Net Change VKTXNegative Net Change GPCRNegative Net Change

Om Jaiswal

Can Next-Generation SIEM Become CrowdStrike's Biggest Growth Engine?

CRWD's Next-Generation SIEM accelerates with record ARR, major wins and AWS integration, strengthening its role as a key platform growth driver.

SPositive Net Change PANWPositive Net Change CRWDNegative Net Change

Zacks Equity Research

Shell Eyes LLOG Deal to Strengthen Its Gulf of America Portfolio

SHEL is nearing a $3 billion acquisition of LLOG Exploration, a move that could significantly accelerate its long-term upstream growth.

NGSNegative Net Change BTENegative Net Change PAGPPositive Net Change SHELNegative Net Change