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Analyst Blog: Archive

Zacks Equity Research

Virtus Investment's July AUM Inches Up Sequentially on Net Inflows

VRTS's July AUM rose to $170.8B, lifted by ETF and institutional inflows despite U.S. retail fund outflows.

IVZNegative Net Change VRTSNegative Net Change VCTRNegative Net Change

Zacks Equity Research

LATAM Airlines July 2025 Traffic Improves Year Over Year

LTM flew nearly 8 million passengers in July 2025, with traffic up 10.4% year over year, along with a slight surge in load factor to 86.7%.

BAPositive Net Change RYAAYNegative Net Change LTMNegative Net Change VLRSNegative Net Change

Zacks Equity Research

Enterprise Oil Leak Temporarily Disrupts Seaway Pipeline Flows

EPD addresses a crude leak at its Houston terminal, briefly disrupting Seaway pipeline flows and nudging Gulf Coast crude prices higher.

EPDPositive Net Change AMPositive Net Change ENBPositive Net Change FTKPositive Net Change

Zacks Equity Research

SBH's E-Commerce Sales Hit 11% of Net Sales: Can it Keep Rising?

Sally Beauty's e-commerce now drives 10.6% of net sales, powered by marketplaces, innovation and targeted promotions.

ELNegative Net Change ULTAPositive Net Change SBHNegative Net Change COTYNegative Net Change

Zacks Equity Research

BAC, JPM & COF-Owned Zelle App Faces Lawsuit Over Security Lapse

Bank of America, JPMorgan and Capital One's Zelle faces a New York lawsuit alleging $1B theft from weak fraud safeguards.

BACPositive Net Change JPMPositive Net Change COFPositive Net Change

Zacks Equity Research

General Dynamics Wins $323M Deal to Support Submarine Program

General Dynamics secures a $322.6M Navy contract for Electric Boat to provide critical submarine engineering and support services.

NOCPositive Net Change GDPositive Net Change BAESYNegative Net Change HIIPositive Net Change

Zacks Equity Research

Petrobras Q2 Earnings Miss on Oil Price Drop, Production Grows

PBR posts lower Q2 earnings on weaker oil prices despite higher production, while boosting dividends and investments.

CVXPositive Net Change PBRPositive Net Change APAPositive Net Change MUSANegative Net Change

Zacks Equity Research

Nyxoah Secures FDA Clearance for Genio System to Treat Sleep Apnea

NYXH wins FDA approval for its leadless, battery-free Genio sleep apnea therapy, backed by strong trial results.

RMDPositive Net Change LIVNNegative Net Change INSPPositive Net Change NYXHPositive Net Change

Zacks Equity Research

Cardinal Health to Acquire Solaris Health for Urology Expansion

CAH is set to buy Solaris Health for $2.4B, boosting urology presence with 750+ providers and expanding Specialty Alliance reach.

UNHNegative Net Change DVAPositive Net Change CAHPositive Net Change MCKPositive Net Change

Zacks Equity Research

Can Eylea HD and Dupixent Profits Revive Regeneron Stock?

REGN banks on Dupixent and Eylea HD gains to offset Eylea's decline while oncology wins strengthen its diversified pipeline.

REGNPositive Net Change SNYPositive Net Change RHHBYPositive Net Change BAYRYNegative Net Change

Zacks Equity Research

NICE Grows Through Expanding Portfolio and Strong Partnerships

NICE rides cloud growth, AI-driven CXone adoption, and deepened Salesforce ties to boost revenue and expand customer reach.

CRMPositive Net Change NICENegative Net Change RNGNegative Net Change SNOWPositive Net Change

Shrabana Mukherjee

Will AI-Driven Fiber Boom Boost MasTec's Communications Business?

MTZ posts record Q2 results as AI-fueled fiber demand propels 42% growth in its Communications segment and a $5B backlog.

PWRNegative Net Change DYNegative Net Change MTZNegative Net Change UNITNegative Net Change

Zacks Equity Research

PPG Gains on Cost Actions and Acquisitions Amid Demand Softness

PPG rides cost cuts, acquisitions and price hikes to offset weak demand in Europe and industrial coatings softness.

APDPositive Net Change PPGNegative Net Change DOWPositive Net Change EMNNegative Net Change

Zacks Equity Research

Can AvalonBay's Portfolio Strength Offset Development Setbacks?

AVB's prime-market portfolio and strong balance sheet support growth, but supply pressures and delayed development occupancies pose challenges.

AVBNegative Net Change EQRPositive Net Change ESSNegative Net Change

Zacks Equity Research

Here's Why You Should Retain Welltower Stock in Your Portfolio Now

WELL's seniors housing operating portfolio is set to benefit from the aging population and rising healthcare spending. However, high competition is a concern.

VTRPositive Net Change DOCNo Net Change WELLPositive Net Change

Zacks Equity Research

Unum to Benefit From Growing Premium Amid Rising Expenses

Unum Group sees Q2 premium gains, but rising costs, margin pressure, and weak ROE temper its performance.

AFLPositive Net Change UNMPositive Net Change AMSFPositive Net Change GLPositive Net Change

Zacks Equity Research

HOOD's July 2025 DARTs Jump: Is Product Suite Expansion Paying Off?

Robinhood's July DARTs surge across equities, options and crypto, as rapid product launches draw more active traders to its platform.

IBKRPositive Net Change TWPositive Net Change HOODNegative Net Change

Zacks Equity Research

Trinity Biotech's Redesigned CGM Sensor Favored by New Clinical Data

TRIB's needle-free CGM+ sensor shows accurate 15-day results with no calibration, slashing costs and boosting access.

ABTPositive Net Change MDTPositive Net Change DXCMPositive Net Change TRIBPositive Net Change

Zacks Equity Research

AstraZeneca Rides Oncology Momentum With Blockbuster and New Drugs

AstraZeneca's oncology sales jump 18% in second-quarter 2025, fueled by key drugs and new launches like Truqap and Datroway.

AZNPositive Net Change BMYNegative Net Change PFEPositive Net Change MRKNegative Net Change

Zacks Equity Research

SNY's Rilzabrutinib Gets EU Orphan Drug Tag for IgG4-Related Disease

Sanofi wins EMA's orphan drug status for rilzabrutinib to treat IgG4-RD, a chronic, immune-mediated rare disease.

SNYPositive Net Change AMGNPositive Net Change RIGLPositive Net Change

Zacks Equity Research

Copa Holdings' July 2025 Traffic Improves Year Over Year

CPA posts strong July 2025 traffic, with rising load factor as demand growth outpaces capacity expansion.

RYAAYNegative Net Change CPANegative Net Change VLRSNegative Net Change

Zacks Equity Research

Automation Boom Fuels PATH's Performance in Growing RPA Market

UiPath's alliances with tech giants, rising revenues, and strong customer retention fuel its edge in the fast-growing automation market.

AMZNNegative Net Change MSFTNegative Net Change CRMPositive Net Change PATHNegative Net Change

Nilanjan Banerjee

3 Midstream Stocks That Can Sail Through Energy Volatility

Kinder Morgan, MPLX and Williams boast fee-based midstream models built to withstand oil and gas price swings.

WMBPositive Net Change KMIPositive Net Change MPLXPositive Net Change

Zacks Equity Research

Celsius' Innovation Strategy: A Catalyst for Future Growth?

CELH builds on its sugar-free edge with bold innovations, fresh flavors and high-impact marketing to fuel growth.

KOPositive Net Change PEPNegative Net Change MNSTPositive Net Change CELHPositive Net Change

Zacks Equity Research

Rivian's Q2 Earnings Miss Expectations, Revenues Rise Y/Y

RIVN's Q2 loss misses forecasts despite revenue gains from booming software and services, as the 2025 EBITDA loss outlook widens.

LEANegative Net Change GPINegative Net Change MBLYNegative Net Change RIVNNegative Net Change