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Analyst Blog: Archive

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.

APDPositive 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.

AVBNegative Net Change EQRNegative 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.

VTRNegative Net Change DOCPositive 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 UNMNegative 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

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.

ABTNegative Net Change MDTNegative Net Change DXCMNegative Net Change TRIBNegative 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.

AZNNegative Net Change BMYPositive Net Change PFEPositive Net Change MRKPositive 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 AMGNNegative 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 CRMNegative 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 MPLXNegative 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.

KONegative Net Change PEPNegative Net Change MNSTNegative 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.

LEAPositive Net Change GPINegative Net Change MBLYPositive Net Change RIVNPositive Net Change

Zacks Equity Research

Exelon to Invest $38B in Infrastructure Amid Changing Usage Patterns

EXC is poised for growth courtesy of its long-term investment plans and rising demand in the service region.

EXCNegative Net Change NEENegative Net Change DUKNegative Net Change AEPNegative Net Change

Zacks Equity Research

GPN Partners With Tampa Bay Lightning for Arena Transactions

Global Payments teams up with Tampa Bay Lightning to power seamless, cashless transactions at AMALIE Arena.

FISNegative Net Change GPNNegative Net Change FIPositive Net Change PYPLNegative Net Change

Zacks Equity Research

Petrobras Gets Regulatory Clearance for Offshore Amazon Drilling

PBR receives Ibama's approval to start emergency response drills in the Foz do Amazonas basin, advancing its push into Brazil's next major offshore oil region.

XOMPositive Net Change PBRPositive Net Change LNGPositive Net Change SHELPositive Net Change

Zacks Equity Research

FCPT Resorts to Sale-Leaseback With Burger King Properties' Buyout

Four Corners Property Trust expands with the $8.1M purchase of four Burger King properties, boosting portfolio quality and long-term cash flow.

DRINegative Net Change EATNegative Net Change FCPTNegative Net Change

Zacks Equity Research

Eversource Benefits From Grid Upgrades & Clean Energy Expansion

ES boosts reliability with $24.2B investment plan, major asset sale and focus on clean energy growth.

PPLNegative Net Change NEENegative Net Change FENegative Net Change ESNegative Net Change

Zacks Equity Research

Veru Announces Novel Modified-Release Oral Formulation for Enobosarm

VERU unveils a novel modified-release oral enobosarm to enhance fat loss while preserving lean mass in chronic weight loss management.

REGNPositive Net Change LLYPositive Net Change VERUPositive Net Change SRRKPositive Net Change

Zacks Equity Research

Applied Materials Q3 Earnings Beat Estimates, Revenues Rise Y/Y

AMAT's third-quarter fiscal 2025 earnings reflect higher sales, led by Semiconductor Systems and global revenue gains.

APHPositive Net Change AMATNegative Net Change ANETPositive Net Change ALKTPositive Net Change

Zacks Equity Research

Can Western Union's $500M Intermex Bet Boost its Global Edge?

WU's $500M Intermex buyout aims to deepen its Latin America reach, unlock $30M synergies, and boost earnings from year one.

WUPositive Net Change EEFTNegative Net Change RELYNegative Net Change IMXINegative Net Change

Zacks Equity Research

TMO Receives FDA Approval for Oncomine Dx Target Test

Thermo Fisher secures FDA approval for its Oncomine Dx Target Test to identify NSCLC patients eligible for HERNEXEOS treatment.

TMONegative Net Change ILMNNegative Net Change EXASNegative Net Change GHPositive Net Change

Zacks Equity Research

Volaris Reports Decrease in Consolidated Load Factor for July

VLRS posts capacity growth for July but a softer load factor as traffic lags seat expansion in domestic and international markets.

RYAAYNegative Net Change CPANegative Net Change VLRSNegative Net Change