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Analyst Blog: Archive

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 BAESYNegative 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 MUSAPositive 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 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 MCKNegative 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 BAYRYPositive 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 NICEPositive Net Change RNGPositive 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.

PWRPositive Net Change DYPositive 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.

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 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 AMSFNegative Net Change GLNegative 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.

IBKRNegative 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.

ABTPositive Net Change MDTPositive Net Change DXCMPositive 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.

AZNPositive 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 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.

RYAAYPositive Net Change CPAPositive Net Change VLRSNo 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.

AMZNPositive Net Change MSFTNegative Net Change CRMPositive Net Change PATHPositive 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 KMINegative 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.

KOPositive Net Change PEPPositive 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 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 NEEPositive 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.

XOMNegative Net Change PBRNegative Net Change LNGNegative Net Change SHELNegative 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.

DRIPositive Net Change EATPositive Net Change FCPTPositive 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 NEEPositive Net Change FENegative Net Change ESPositive Net Change