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Analyst Blog: Archive

Zacks Equity Research

Sarepta Sells Arrowhead Stake to Fund Milestone Payment

Sarepta sells $174M in Arrowhead shares to fund a $100M milestone payment as part of its RNAi drug collaboration.

RHHBYNegative Net Change SRPTNegative Net Change ARWRPositive Net Change

Zacks Equity Research

Amazon's Ad Business Hits Milestone: Is it the Next Revenue Pillar?

AMZN's ad revenues gain 23% in Q2 2025 to $15.69B, fueled by AI, retail media, CTV growth and Prime Video's global ad rollout.

AMZNNegative Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Accuray Stock Down as Q4 Earnings Miss Estimates, Revenues Down Y/Y

ARAY stock down after Q4 earnings miss estimates, with product sales hit by tariffs and regional demand softness.

BSXNegative Net Change ARAYPositive Net Change WSTNegative Net Change MEDPNegative Net Change

Zacks Equity Research

Tapestry Q4 Earnings & Sales Top Estimates, Gross Margin Grows Y/Y

TPR's posts robust Q4 results as Coach fuels growth, digital sales climb and global markets deliver strong gains.

RLNegative Net Change WWWPositive Net Change TPRNegative Net Change LEVINegative Net Change

Ronit Masi

How to Play BTM Stock Post Solid Q2 Results Amid Kiosk Expansion

Is Bitcoin Depot's 183% profit surge, kiosk growth and discounted valuation a signal to buy the stock now? Let's check it out.

BTMPositive Net Change COINNegative Net Change BTCSNegative Net Change

Arghyadeep Bose

Fiserv Stock Plummets 42% in 6 Months: Should You Play or Let It Go?

FI's stablecoin launch with PayPal and a solid growth outlook show promise, but profitability and competition pose challenges.

MANegative Net Change FIPositive Net Change SEZLNegative Net Change

Zacks Equity Research

Allogene's Q2 Loss Narrower Than Expected, Pipeline in Focus

ALLO posts a narrower second-quarter 2025 loss. The company advances multiple CAR T programs targeting cancer and autoimmune diseases.

AMRNNegative Net Change ALLOPositive Net Change AKROPositive Net Change ALGSPositive Net Change

Zacks Equity Research

Will Carnival's New Ship Additions Boost Its Competitive Position?

CCL plans strategic ship additions and upgrades to elevate guest experience and strengthen its market position.

CCLPositive Net Change RCLNegative Net Change NCLHNegative Net Change

Riya Anand

Citigroup Stock Surges 61.2% in a Year: Should You Buy It Now?

Does C's 61.2% stock surge, fueled by strategic exits, cost cuts and gains in wealth and investment banking, make it worth investing in? Let us find out.

BACNegative Net Change WFCNegative Net Change CNegative Net Change

Zacks Equity Research

Reasons to Hold HealthEquity Stock in Your Portfolio for Now

HQY's HSA growth, AI-driven efficiencies, and strong Q1 results fuel optimism despite data security concerns.

BSXNegative Net Change WSTNegative Net Change HQYPositive Net Change MEDPNegative Net Change

Zacks Equity Research

First Financial to Acquire BankFinancial, Expands Chicago Presence

THFF is set to acquire BankFinancial in a $142M all-stock deal, expanding its Chicago footprint with 18 financial centers.

GBCINegative Net Change THFFNegative Net Change BFINPositive Net Change

Zacks Equity Research

CDNS Stock Gains 25% in a Year: Stay Invested or Book Profits?

Cadence Design's 25% annual gain rides AI and semiconductor demand, but macro and valuation risks urge caution for new buyers.

MSFTNegative Net Change INTUNegative Net Change SNPSNegative Net Change CDNSPositive Net Change

Zacks Equity Research

KEYS Set to Report Q3 Results: Will Revenue Growth Boost Earnings?

Keysight eyes higher Q3 revenues on AI data centers, aerospace, and several other end markets, but earnings beat prospects remain uncertain.

ADIPositive Net Change WMTNegative Net Change FNNegative Net Change KEYSPositive Net Change

Urbashi Dutta

Can Enterprise Products' Fee-Based Revenues Drive Margin Growth?

EPD's vast pipeline network and 82% fee-based margin fuel a steady cash flow, powering 27 years of distribution growth.

EPDPositive Net Change KMIPositive Net Change MPLXNegative Net Change

Nilanshi Mukherjee

DASH Benefits From Expanding Clientele: Buy, Hold, or Sell the Stock?

DoorDash's soaring orders, booming ad sales, and major partnerships fuel growth, but high valuation keeps the stock in hold territory.

DGNegative Net Change MCDPositive Net Change DASHPositive Net Change JTKWYNegative Net Change

Nikita Kataruka

How to Play Pagaya Stock After Upbeat Q2 Earnings Performance?

PGY posts record Q2 net income, raises the 2025 revenue outlook, and touts a resilient, AI-driven, capital-light business model.

TREEPositive Net Change LCPositive Net Change PGYNegative Net Change

Kashvi Chandgothia

MercadoLibre Faces Margin Strain: Should You Hold or Fold the Stock?

MELI's aggressive growth push hits profitability, with EPS miss and margin squeeze raising investor red flags.

AMZNNegative Net Change NUPositive Net Change SEPositive Net Change MELIPositive Net Change

Subham Roy

Will ARR Surge & Customer Migration Drive CYBR Subscription Revenues?

CyberArk's subscription revenues surge 66% in Q2 2025, fueled by customer migration, upsells, and multi-solution adoption.

CYBRNegative Net Change OKTANegative Net Change CRWDNegative Net Change

Zacks Equity Research

UPS Avoids Strike in Multiple States: What's Ahead on the Labor Front?

UPS averts a strike in seven states, but union tensions persist over jobs, overtime, and van upgrades.

AMZNNegative Net Change UPSNegative Net Change FDXNegative Net Change

Vasundhara Sawalka

NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?

Buy Netflix as ad revenues double & blockbuster content drives 16% growth; wait on Roku until sustainable profitability emerges despite platform strength.

NFLXNegative Net Change ROKUPositive Net Change

Aditi Kanoria

Can ExxonMobil's Low Carbon Drive Power Its Future?

XOM targets $30B in low-carbon investments, CCS leadership, and lithium supply to power its 2050 net-zero vision.

CVXPositive Net Change XOMPositive Net Change SHELPositive Net Change

Zacks Equity Research

CDNS, NVDA Team Up to Advance Billion-Gate AI Design Power Analysis

Cadence and NVIDIA slash AI chip power analysis from weeks to hours, enabling billion-cycle profiling with 97% accuracy.

NVDANegative Net Change ADBENo Net Change CDNSPositive Net Change PTCPositive Net Change

Zacks Equity Research

RADCOM Q2 Earnings Beat on Robust Top-Line Traction, View Reiterated

RDCM posts record operating income as AI-powered network assurance drives double-digit revenue growth in Q2 2025.

NTGRNegative Net Change CDNSPositive Net Change RDCMPositive Net Change INTZPositive Net Change

Rajani Lohia

Home Depot Nears Q2 Earnings Release: Is Now the Right Time to Invest?

HD gears up for Q2 results, with revenue and EPS growth expectations, as its "One Home Depot" strategy drives momentum despite big-ticket sales pressure.

LOWNegative Net Change HDNegative Net Change FNDNegative Net Change FGINo Net Change

Om Jaiswal

Palo Alto Networks' Pre-Q4 Earnings Analysis: Hold or Fold the Stock?

PANW's Q4 results are likely to reflect benefits from strong demand for AI-powered security solutions and the platformization strategy.

PANWNegative Net Change CYBRNegative Net Change ZSNegative Net Change CRWDNegative Net Change