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Analyst Blog: Archive

Zacks Equity Research

Fortinet Boosts FortiRecon With CTEM to Strengthen Cyber Defenses

FTNT enhances FortiRecon with CTEM alignment, brand protection and AI-driven automation to tackle evolving cyber threats.

MSFTPositive Net Change FTNTNegative Net Change PANWNegative Net Change CRWDNegative Net Change

Zacks Equity Research

Can AI-Driven Project Guidance Help Lowe's Win More Market Share?

LOW debuts AI-driven Mylow and enhanced Pro Rewards, aiming to boost customer engagement and market positioning.

LOWNegative Net Change HDNegative Net Change WSMNegative Net Change FNDNegative Net Change

Zacks Equity Research

T. Rowe Price July AUM Balance Increases Sequentially, Net Flows Flat

TROW's AUM rises 1.6% in July 2025 to $1.70T, with gains across equity, fixed income, multi-asset and alternative products.

BENNegative Net Change TROWNegative Net Change IVZNegative Net Change

Zacks Equity Research

IFF Launches POWERFRESH ACE 2000 to Enhance Bread Sustainability

International Flavors debuts POWERFRESH ACE 2000, a bread enzyme that boosts softness, extends shelf life and supports bakery sustainability goals.

ECLNegative Net Change PPGNegative Net Change IFFPositive Net Change LINNegative Net Change

Zacks Equity Research

Veralto Benefits From TraceGains Buyout Amid High Competition

VLTO strengthens growth outlook with the TraceGains buyout and rising demand in U.S. water infrastructure projects.

MEGPositive Net Change ZWSNegative Net Change VLTONegative Net Change

Zacks Equity Research

Selective Insurance Set to Grow on Rising Premium Amid Challenges

Selective Insurance targets growth with rising premiums, strong Commercial Lines and geographic expansion despite industry headwinds.

AXSPositive Net Change SIGIPositive Net Change ACGLPositive Net Change NMIHNegative Net Change

Zacks Equity Research

Is Ralph Lauren's Digital Push Enough to Offset Retail Headwinds?

RL's double-digit online sales growth highlights its digital-first strategy as it works to counter softer retail trends worldwide.

RLNegative Net Change GESPositive Net Change LULUNegative Net Change GIIIPositive Net Change

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 DPZPositive 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 AFGNegative Net Change ACGLPositive Net Change NMIHNegative 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.

MURPositive Net Change SDRLPositive Net Change TALOPositive 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%.

BANegative Net Change RYAAYNegative Net Change LTMPositive 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 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 SBHPositive 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.

BACNegative Net Change JPMNegative 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 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.

RMDNegative Net Change LIVNNegative 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 BAYRYNo Net Change