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Analyst Blog: Archive

Zacks Equity Research

PLAB Q2 Earnings Miss on Delayed Semiconductor Design Releases

Photronics' Q2 FY26 EPS and revenue miss estimates as IC revenues fall on delayed chip design releases; gross margin shrinks, and Q3 guidance remains cautious.

CIENNegative Net Change APHNegative Net Change MUPositive Net Change PLABNegative Net Change

Zacks Equity Research

OGS vs. NWN: Which Gas Utility Stock Is a Better Investment Pick?

ONE Gas edges a regulated peer with bigger 2026 capex, lower debt-to-capital and faster EPS growth estimates.

NWNNegative Net Change OGSNegative Net Change

Zacks Equity Research

FUTU Q1 Earnings Fall Y/Y Due to RMB1.85B CSRC Penalty, Revenues Miss

Futu's Q1 2026 revenues rise 24.7% but miss estimates, while net income sinks over 60% as an RMB1.85B proposed CSRC penalty hits results.

PRANegative Net Change AKRNegative Net Change ABCBNegative Net Change FUTUNegative Net Change

Zacks Equity Research

DLR Stock Rallies 19% in 6 Months: Will the Momentum Last?

Digital Realty's cloud and AI-fueled demand, record bookings and $1.8B backlog boost growth prospects as it expands capacity worldwide.

AMTPositive Net Change LAMRNegative Net Change DLRNegative Net Change

Aritra Chatterjee

VIAV Stock Rises 430.7% in a Year: How to Play the Stock

VIAV surges 430.7% in a year as AI data center demand, aerospace growth and Spirent assets boost revenue outlook and testing market reach.

CIENNegative Net Change KEYSNegative Net Change VIAVNegative Net Change

Zacks Equity Research

REPL Stock Soars on Plans of BLA Resubmission for Melanoma Combo Drug

Replimune stock surges after the company aligned with the FDA on plans to resubmit its BLA for RP1 plus Opdivo in advanced melanoma.

BMYNegative Net Change REPLPositive Net Change LQDANegative Net Change IMCRPositive Net Change

Zacks Equity Research

Merck's Calderasib Gets FDA's Breakthrough Therapy Tag for NSCLC

MRK wins FDA Breakthrough Therapy designation for calderasib plus Keytruda for certain newly diagnosed metastatic KRAS G12C-mutant NSCLC patients.

MRKNegative Net Change LQDANegative Net Change IMCRPositive Net Change

Zacks Equity Research

MT Stock Hits 52-Week High: What's Driving Its Performance?

ArcelorMittal hit a 52-week high after a Q1 earnings beat, backed by steel capacity expansion and shareholder returns.

MTPositive Net Change CRSPositive Net Change ALBNegative Net Change ASMNegative Net Change

Zacks Equity Research

UMB Financial Rises 18.3% in 6 Months: Should You Buy the Stock Now?

UMBF stock gains 18.3% in six months, beating peers as Heartland deal, Fed cuts and fee income growth fuel stronger outlook.

HBANNegative Net Change UMBFNegative Net Change ASBNegative Net Change

Zacks Equity Research

Should Investors Buy RYAAY Post a Four-Month Straight Traffic Growth?

Ryanair lifts its fiscal 2027 traffic outlook to 216M passengers, signaling stronger demand and raising investor interest in the airline's momentum.

RYAAYNegative Net Change ALKNegative Net Change ALGTNegative Net Change