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Analyst Blog: Archive

Zacks Equity Research

Can Domino's New Menu Additions Boost Average Ticket Size?

DPZ's Parmesan Stuffed Crust is fueling sales growth, boosting average tickets and winning customer praise as a long-term menu fixture.

YUMNegative Net Change DPZNegative Net Change PZZANegative Net Change

Zacks Equity Research

Bank of Montreal May Sell Transport Finance Arm Amid Market Shift

BMO may sell its $11-billion transportation finance arm, drawing private equity interest but keeping options open.

HBANNegative Net Change BMONegative Net Change HSBCNegative Net Change

Zacks Equity Research

Amazon Expands Same-Day Grocery Delivery to Steer Competition

AMZN pushes same-day grocery to 2,300 cities by year-end, blending fresh produce with Prime delivery as Walmart, Target, Kroger race to defend market share.

AMZNNegative Net Change TGTNegative Net Change WMTNegative Net Change KRNegative Net Change

Zacks Equity Research

American Financial Banks on Renewal Pricing Amid Cost Woes

AFG stock gains from new business opportunities, increased exposures, a better renewal rate environment, and effective capital deployment.

AXSPositive Net Change AFGPositive Net Change ACGLPositive Net Change NMIHPositive Net Change

Zacks Equity Research

Will Colgate's Innovation Drive Market Share Gains in 2025?

CL's innovation push spans premium oral, personal, home and pet care to drive market share growth in 2025 despite headwinds.

PGNegative Net Change CLNegative Net Change CLXNegative Net Change CHDNegative Net Change

Zacks Equity Research

Seadrill's Drillships Secure Key Contracts in the Gulf of America

SDRL secures new Gulf of America contracts for West Vela and Sevan Louisiana, boosting its $2.5B order backlog.

MURNegative Net Change SDRLPositive Net Change TALONegative Net Change

Zacks Equity Research

Honda Q1 Earnings Surpass Expectations, Revenues Rise Y/Y

HMC beats Q1 EPS estimates despite weaker y/y earnings, as Motorcycle gains offset softness in other segments.

FNegative Net Change HMCNegative Net Change GMNegative Net Change TSLANegative Net Change

Zacks Equity Research

Toyota Q1 Earnings Miss Expectations, Revenues Rise Y/Y

TM's Q1 earnings miss forecasts despite higher revenues, as operating income and profit outlook signal sharp declines ahead.

FNegative Net Change TMNegative Net Change GMNegative Net Change TSLANegative Net Change

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 LTMPositive Net Change VLRSPositive 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 ENBNegative 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.

ELPositive 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 COFNegative 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 GDNegative Net Change BAESYPositive Net Change HIINegative 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 PBRNegative Net Change APANegative 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.

RMDNegative Net Change LIVNPositive Net Change INSPNegative Net Change NYXHNegative 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.

UNHPositive Net Change DVAPositive Net Change CAHNegative 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 RHHBYNegative 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.

CRMNegative Net Change NICENegative Net Change RNGNegative Net Change SNOWNegative 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.

PWRPositive Net Change DYPositive Net Change MTZPositive 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.

APDNegative Net Change PPGNegative Net Change DOWNegative 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.

AVBPositive Net Change EQRPositive Net Change ESSPositive 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 DOCNegative 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 TWNegative Net Change HOODPositive Net Change