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Analyst Blog: Archive

Subham Roy

AMAT Gains From Traction in WFE Products: A Sign of More Upside?

Applied Materials sees rising demand for WFE tied to AI and HPC, with strength in leading-edge nodes and DRAM, though China restrictions remain a headwind.

ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Aniruddha Ganguly

META Down 19% From 52-Week High: What Awaits the Stock in 2026?

Meta Platforms' massive AI push aims to drive long-term growth, but near-term earnings face pressure from high spending.

AMZNNegative Net Change GOOGLNegative Net Change SNAPPositive Net Change METANegative Net Change

Zacks Equity Research

Valaris Strengthens Contract Backlog With Multi-Year Drillship Award

VAL lands a $300 million, multi-year Shell contract for drillship DS-8 offshore Brazil, lifting its $2.5B backlog and strengthening cash flow visibility.

RIGPositive Net Change HPPositive Net Change VALNegative Net Change SHELPositive Net Change

Om Jaiswal

PANW vs. CRWD: Which Cybersecurity Stock Has an Edge Right Now?

CrowdStrike's Falcon Flex surge and faster revenue growth give it the edge over Palo Alto Networks in the battle for cybersecurity dominance.

PANWNegative Net Change CRWDNegative Net Change

Zacks Equity Research

RCUS Stock Down on Decision to Discontinue GILD Partnered Study

Arcus halts the late-stage STAR-221 study for futility, dealing a setback to its domvanalimab program with Gilead. Stock down.

GILDPositive Net Change FOLDPositive Net Change CRMDPositive Net Change RCUSPositive Net Change

Zacks Equity Research

BlackBerry's Q3 Earnings Ahead: Will QNX Emerge as Key Growth Engine?

BB gears up to report Q3 fiscal 2026 results on Dec. 18, targeting 2-4 cents EPS as QNX and Secure Communications momentum builds.

MUNegative Net Change FDXNegative Net Change FDSPositive Net Change BBNegative Net Change

Zacks Equity Research

MRK Gets Positive CHMP Opinion for Expanded Use of Winrevair in PAH

Merck secures a positive CHMP opinion to expand Winrevair's PAH use, potentially broadening treatment to adult patients across WHO FC II-IV.

JNJPositive Net Change MRKPositive Net Change UTHRPositive Net Change

Zacks Equity Research

Can tvScientific Buyout for CTV Platform Propel Pinterest's Shares?

PINS is buying tvScientific to bring its ad business to connected TV, letting advertisers measure TV ad impact and reach users across more screens.

SNAPPositive Net Change PINSPositive Net Change RDDTPositive Net Change

Zacks Equity Research

WeRide and Uber Roll Out Robotaxis in Dubai to Grow AV Reach

WRD launches robotaxi rides in Dubai with Uber and RTA, starting pilot services in key areas and targeting fully driverless operations by 2026.

STRTPositive Net Change WRDNegative Net Change GTXNegative Net Change UBERNegative Net Change

Zacks Equity Research

Equinor Approves $395M Investment to Boost Johan Castberg Production

EQNR approves a $395M subsea investment to tie back a new Johan Castberg discovery, adding 46M barrels, with production targeted for Q4 2028.

OIINegative Net Change CNQPositive Net Change FCELNegative Net Change EQNRPositive Net Change

Aritra Chatterjee

JBL Stock Before Q1 Earnings: A Smart Buy or Risky Investment?

JBL heads into fiscal Q1 earnings with strong AI data center momentum and portfolio expansion, but demand softness in key verticals raises caution.

JBLPositive Net Change FLEXNegative Net Change CLSNegative Net Change

Shreya Majumder

Can Western Digital's Bet on Qolab Unlock Long-Term Quantum Upside?

WDC's investment in Qolab gives it early exposure to quantum hardware, pairing nanofabrication expertise with superconducting tech for long-term growth.

WDCNegative Net Change STXNegative Net Change MUNegative Net Change

Zacks Equity Research

General Mills Prepares for Q2 Earnings: Things to Watch for GIS Stock

GIS approaches Q2 earnings with sales and margins under pressure as price resets and pet launch costs weigh, even as volumes and brand health show improvement.

HSYPositive Net Change GISPositive Net Change PMPositive Net Change CAGPositive Net Change

Ekta Bagri

BMY Gains 13.1% in Three Months: Buy, Sell or Hold the Stock?

BMY shares are rebounding after a strong Q3, lifted by rising demand for Opdivo, Reblozyl and Camzyos, even as legacy drugs face generic pressure.

BMYNegative Net Change PFENegative Net Change MRKPositive Net Change

Zacks Equity Research

Will TJX's Path to 7,000 Stores Drive Its Next Multiyear Growth Wave?

TJX targets roughly 7,000 stores, leaning on measured expansion across core markets to boost merchandise flow and reinforce its off-price model.

TJXPositive Net Change WMTPositive Net Change BURLPositive Net Change

Aparajita Dutta

Buy These 5 Dividend Growth Stocks Amid Heavy Tech Sell-Offs

TEL and four other dividend growth stocks stand out as tech sell-offs deepen, offering steadier income and growth amid AI bubble fears.

LRCXNegative Net Change TELNegative Net Change DCINegative Net Change ENSNegative Net Change LDOSNegative Net Change

Vrishali Bagree

CELH Retail Sales Up 31%: Market Share Trends to Watch in 2026

Celsius Holdings posts 31% retail sales growth in Q3, boosting U.S. market share as Alani Nu and CELSIUS brands drive gains.

KOPositive Net Change PEPNegative Net Change CELHNegative Net Change

Zacks Equity Research

E-Vapor Market Tops 21 Million Users: Can Altria Regain Share?

E-vapor use hits about 21M U.S. adults, but growth skews to illicit disposables - leaving MO sidelined as NJOY faces limits and enforcement ramps up.

MONegative Net Change PMPositive Net Change TPBNegative Net Change

Kinjel Shah

Buy These 5 Best Value Stocks to Boost Your Portfolio in December

Here we discuss five value stocks that are cheap in terms of price-to-book, price-to-sales and PEG. These are StoneCo, GM, EnerSys, Deutsche Bank and Keros.

DBNegative Net Change GMNegative Net Change ENSNegative Net Change STNENegative Net Change KROSNegative Net Change

Avisekh  Bhattacharjee

Plug Power Surges 77.1% in 6 Months: Should You Buy the Stock or Wait?

PLUG jumps 77.1% on electrolyzer demand and global hydrogen deals, but losses and cash burn keep caution in focus.

PLUGNegative Net Change FCELNegative Net Change FLUXNegative Net Change

Amit Kr Ram

Sterling vs. Primoris: Which Construction Stock Is the Better Buy Now?

Can STRL's mission-critical growth and expanding backlog outweigh PRIM's diversified utility and energy exposure as infrastructure demand stays strong?

STRLNegative Net Change PRIMNegative Net Change

Zacks Equity Research

CVS Stock Gains From Offering MMR Vaccine to South Carolina Residents

CVS Health shares jump after the company begins offering MMR vaccines across South Carolina pharmacies and clinics post a measles outbreak.

OMCLPositive Net Change ILMNNegative Net Change CVSNegative Net Change BTSGNegative Net Change

Maharathi Basu

Is UPS' Cheap Valuation Reason Enough to Invest in the Stock?

United Parcel Service looks undervalued with a 6.5% dividend yield and a $1.6 billion Andlauer Healthcare buyout, but volume and trade headwinds weigh.

AMZNNegative Net Change UPSPositive Net Change FDXNegative Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: Liquidia, Western Digital & Johnson & Johnson in Focus

Liquidia shares have surged 43.9% since an October upgrade, as Zacks highlights stock wins and portfolio results despite a volatile market.

JNJPositive Net Change WDCNegative Net Change PEPNegative Net Change HIINegative Net Change CORPositive Net Change CMCNegative Net Change HCAPositive Net Change FICONegative Net Change COHRNegative Net Change NOBLPositive Net Change NTBPositive Net Change LQDANegative Net Change

Harendra Ray

BROS vs. KDP: Which Coffee Stock Is Better Positioned for 2026?

BROS vs. KDP pits rapid store expansion and youth-driven demand against diversified scale and cash flow as investors weigh the better coffee stock for 2026.

KDPNegative Net Change BROSPositive Net Change