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Analyst Blog: Archive

Zacks Equity Research

Xylem Stock Exhibits Strong Prospects Despite Persisting Headwinds

XYL's growth in smart metering, infrastructure projects and acquisitions fuels momentum, despite rising costs and global headwinds.

PNRNegative Net Change XYLNegative Net Change MEGPositive Net Change ZWSNegative Net Change

Zacks Equity Research

Adient Q3 Earnings Miss Expectations, Revenues Improve Y/Y

ADNT's fiscal Q3 EPS misses estimates despite Y/Y growth, while sales beat forecasts, and the full-year revenue outlook has been raised.

GNTXPositive Net Change RACENegative Net Change ADNTPositive Net Change PHINPositive Net Change

Zacks Equity Research

PLMR Rallies 29.6% in a Year: A Signal for Investors to Hold Tight?

Palomar Holdings is poised to gain from its fee-based platform, rising crop premiums, Surety expansion and debt-free balance sheet backed by strong reinsurance strategy.

ALLNegative Net Change PGRNegative Net Change ACGLPositive Net Change PLMRPositive Net Change

Zacks Equity Research

Can Lamb Weston's Strategic Moves & Innovations Drive Growth in 2025?

LW's innovation, market focus and strong customer retention fuel growth in the competitive frozen potato sector.

INGRPositive Net Change MDLZNegative Net Change LWNegative Net Change NOMDPositive Net Change

Zacks Equity Research

Reinsurance Group Stock Plunges 11.1% YTD: How Should You Play?

RGA sees strong investment income growth, but higher costs, debt, and weaker ROE weigh on shares.

MFCNegative Net Change RGANegative Net Change PRINegative Net Change SLFPositive Net Change

Moumita C. Chattopadhyay

Realty Income's $5B Plan and Global Reach: Is the Growth Sustainable?

O boosts its 2025 investment target to $5B, driving global expansion with record deal sourcing and high-yield acquisitions.

SPGNegative Net Change KIMNegative Net Change ONegative Net Change

Zacks Equity Research

Jones Lang Unveils AI Capabilities for Building Operations

JLL launches Prism AI to streamline building operations, boost tenant satisfaction, cut costs and enhance data-driven decision-making.

JLLNegative Net Change NMRKNegative Net Change CBRENegative Net Change

Tanuka De

Is CNC Banking on Membership Growth to Boost Scale & Profitability?

Centene's growing membership base boosts revenue scale and operational efficiency, even as medical inflation puts pressure on margins.

UNHPositive Net Change HUMPositive Net Change CNCNegative Net Change

Zacks Equity Research

Will Gildan's HanesBrands Deal Create a Global Apparel Powerhouse?

GIL's acquisition of HanesBrands will unite activewear and innerwear leaders, creating a global basic apparel powerhouse.

RLNegative Net Change HBINegative Net Change GILNegative Net Change RVLVPositive Net Change

Zacks Equity Research

Nokia and MX Fiber Expand Gigabit Connectivity Across Southeast Mexico

NOK deploys a 1,800 km high-speed optical network for MX Fiber, boosting digital access and economic growth in Southeast Mexico.

AAPLNegative Net Change ERICNegative Net Change NOKNo Net Change UINegative Net Change

Zacks Equity Research

Brinker Q4 Earnings & Revenues Surpass Estimates, Stock Up

EAT's Q4 earnings and revenues beat estimates and rise Y/Y, with sales growth led by Chili's units.

DDSPositive Net Change CAKEPositive Net Change EATNegative Net Change CURVPositive Net Change

Zacks Equity Research

Global Water Resources Q2 Earnings and Revenues Meet Estimates

GWRS' second-quarter earnings are in line with estimates. Revenues improve year over year due to organic growth, increased consumption and higher rates.

AWKPositive Net Change AWRNegative Net Change GWRSPositive Net Change WTRGNegative Net Change

Debapriya Bhowal

How ConocoPhillips Is Maximizing Value in the U.S. Lower 48

COP is boosting Lower 48 output through efficiency gains, leveraging low-cost shale assets and a deep drilling inventory.

XOMPositive Net Change COPNegative Net Change VNOMNegative Net Change

Aparajita Dutta

Lockheed's Missile Division on a Hot Streak: What's Driving the Surge?

Lockheed's Missile and Fire Control unit sees surging demand for precision, hypersonic and defense systems amid rising global tensions.

LMTPositive Net Change NOCPositive Net Change RTXNegative Net Change

Zacks Equity Research

Will Uber's $300M Bet on Gravity Accelerate Lucid's Growth?

LCID partners with Uber and Nuro on a $300M robotaxi deal, aiming to deploy 20,000 Gravity EVs in global markets.

TSLANegative Net Change GOOGLPositive Net Change UBERPositive Net Change LCIDNo Net Change

Zacks Equity Research

Kodiak Q2 Loss Wider Than Expected, Pipeline Development in Focus

KOD's Q2 loss widens as it ramps up clinical studies for three key eye disease treatments with pivotal data readouts planned.

CRMDPositive Net Change ZYMEPositive Net Change KODPositive Net Change ALVOPositive Net Change

Zacks Equity Research

Is it Wise to Retain Essex Property Stock in Your Portfolio for Now?

ESS' West Coast strength and tech-driven efficiencies support growth, but high supply and debt weigh on momentum.

EQRNegative Net Change ESSPositive Net Change AMHPositive Net Change

Zacks Equity Research

Can Vistra's Energy Storage Power the Next Wave of Clean Energy?

VST's large-scale battery projects boost grid reliability, drive renewable integration and ensure increasing usage of renewables in power generation.

NEENegative Net Change PCGNegative Net Change VSTNegative Net Change

Zacks Equity Research

Is MRVL's AI Strategy the Key to Data Center Revenue Growth?

Marvell Technology's surging Data Center revenues are fueled by custom AI XPUs, optics advances, and cutting-edge chip packaging innovations.

MRVLNegative Net Change AVGONegative Net Change COHRPositive Net Change

Zacks Equity Research

Viasat Unveils HaloNet Portfolio for Near-Earth Communications

VSAT launches HaloNet, a modular multi-orbit network uniting space and ground systems for secure, real-time mission connectivity.

MSIPositive Net Change IDCCNegative Net Change VSATPositive Net Change UINegative Net Change

Zacks Equity Research

How Product Launches Are Shaping Coca-Cola's Revenue Growth

KO's bold product innovations and tailored marketing are fueling growth, from Sprite + Tea to premium cane sugar variants.

KONegative Net Change PEPNegative Net Change KDPPositive Net Change

Zacks Equity Research

Amcor Earnings Miss Estimates in Q4, Revenues Increase Y/Y

AMCR closes its merger with Berry Global, boosting packaging leadership, as Q4 revenues grow y/y but earnings miss estimates.

AVYPositive Net Change SEEPositive Net Change PKGPositive Net Change AMCRPositive Net Change

Zacks Equity Research

Terreno Realty Expands Footprint With $232.6M Woodinville Acquisition

TRNO's $232.6 million Woodinville deal adds nine industrial buildings, advancing its long-term growth and portfolio expansion strategy.

TRNONegative Net Change WPCNegative Net Change PLYMPositive Net Change

Zacks Equity Research

Deere Q3 Earnings & Sales Beat Estimates, Dip Y/Y on Lower Volume

DE's Q3 profit drop was led by sharp declines in Production & Precision Agriculture and Construction & Forestry sales.

LNNNegative Net Change DENegative Net Change AGCONegative Net Change CNHNegative Net Change

Zacks Equity Research

Can Chipotle's New Menu Innovations Revive Comp Sales Momentum?

CMG is banking on new hits like Honey Chicken and Adobo Ranch to revive comp sales after a sluggish start to 2025.

CMGNegative Net Change LOCOPositive Net Change SHAKNegative Net Change