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Analyst Blog: Archive

Zacks Equity Research

GSK Gets FDA Nod for Blujepa in Uncomplicated Urogenital Gonorrhea

GSK wins FDA approval for Blujepa, a new oral antibiotic treatment option for uncomplicated urogenital gonorrhea.

GSKNegative Net Change ANIPNegative Net Change CRMDNegative Net Change CSTLPositive Net Change

Amit Kr Ram

Will the CEC Acquisition Strengthen Sterling's Margin Profile in 2026?

STRL's CEC acquisition boosts E-Infrastructure momentum and positions it for higher-value work and margin gains heading into 2026.

FLRNegative Net Change ACMNegative Net Change KBRNegative Net Change STRLNegative Net Change

Kanishka Das

Can MRK's New Drugs & Pipeline Help Navigate the Looming Keytruda LOE?

Merck leans on a fast-growing pipeline and new product launches to aid long-term growth as Keytruda's 2028 LOE nears.

AZNNegative Net Change RHHBYPositive Net Change BMYPositive Net Change MRKPositive Net Change

Zacks Equity Research

CBLL Gets FDA Consent for One-of-a-Kind Delirium Monitoring Solution

CeriBell gains FDA clearance for its continuous delirium monitoring solution, boosting its AI-driven EEG platform and expanding its role in critical care.

BSXPositive Net Change ATRCPositive Net Change PAHCNegative Net Change CBLLPositive Net Change

Ronit Masi

Fed Cuts Rate: Will This Accelerate Morgan Stanley's IB Fee Growth?

A fresh Fed rate cut lifts optimism as Morgan Stanley stands to gain from rising deal-making and a stronger near-term investment banking backdrop.

GSNegative Net Change JPMPositive Net Change MSNegative Net Change

Tanvi Sarawagi

Can DUK's Massive Clean Energy Investments Drive Long-Term Growth?

Duke Energy's hefty clean-energy and grid investments position the utility for rising electricity demand and long-term growth.

EXCPositive Net Change NEEPositive Net Change DUKPositive Net Change

Swati Prasad

TJX Stock Up 30% in 2025: What's the Smart Move for 2026?

The TJX Companies' 30% YTD surge, strong comps and raised fiscal 2026 outlook fuel momentum as investors weigh the next move.

TJXPositive Net Change COSTNo Net Change ROSTNegative Net Change BURLNegative Net Change

Aniruddha Ganguly

After a 42% Six-Month Rally, What's Next for Apple Stock in 2026?

AAPL jumps 41.5% in six months on strong iPhone and Services growth, but faces valuation and AI competition risks.

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Om Jaiswal

CrowdStrike Stock Rises 51% YTD: Time to Hold or Book Profits?

CRWD's 51% YTD rally, powered by Falcon Flex adoption and soaring Next-Gen SIEM demand, raises the question of whether to hold or lock in gains.

CHKPNegative Net Change SPositive Net Change ZSNegative Net Change CRWDNegative Net Change

Zacks Equity Research

Can Molson Coors' Premium Bets Make Up for Sluggish Beer Demand?

TAP leans on premium brands like Peroni to lift margins, but whether strong above-premium growth can offset broad beer softness remains uncertain.

COCOPositive Net Change TAPPositive Net Change UNFIPositive Net Change LWPositive Net Change

Maharathi Basu

LYFT vs. WRD: Which Stock Is Better Placed in the ProACmising AV Space?

LYFT gains ground in the AV race with key alliances and stronger valuation metrics, outpacing WRD's global push.

GOOGLNegative Net Change WRDNegative Net Change LYFTNegative Net Change UBERNegative Net Change GRABNegative Net Change

Zacks Equity Research

What's Driving Terreno Realty's Latest Leasing Momentum in 2025?

TRNO's early lease renewals and new development signal strong industrial demand as it expands with strategic projects and acquisitions.

TRNONegative Net Change STAGNegative Net Change REXRNegative Net Change

Zacks Equity Research

CB Stock Near 52-Week High, Outperforms Industry: Time to Hold?

Chubb Limited fuels growth with global middle-market expansion, strategic M&A, strong premiums, and a solid capital position despite catastrophe risk.

TRVPositive Net Change CBPositive Net Change WRBNegative Net Change KNSLPositive Net Change

Zacks Equity Research

Hims & Hers Expands Weight-Management Program to the United Kingdom

HIMS expands its Weight Loss Program to the United Kingdom, bringing personalized, doctor-designed care and broader access to obesity treatments.

BSXPositive Net Change ISRGNegative Net Change MEDPNegative Net Change HIMSNegative Net Change

Debapriya Bhowal

ExxonMobil Accelerates Permian Growth, Aims for 2.3M Barrels by 2030

XOM lifts Permian growth with new proppant tech and fresh Midland acreage as it works toward 2.3M barrels a day by 2030.

CVXNegative Net Change XOMNegative Net Change COPNegative Net Change

Supriyo Bose

Verizon or American Tower: Which is the Smarter 5G Bet for 2026?

VZ's lower valuation and strong 5G momentum give it an edge over AMT in the 2026 telecom race.

AMTNegative Net Change TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Zacks Equity Research

Strength in Technology Enabled Products Drives Roper: Can It Sustain?

ROP's Technology Enabled Products gains traction on strong Neptune demand and lifts the company's 2025 growth outlook.

HONNegative Net Change ANegative Net Change ROPNo Net Change

Zacks Equity Research

Here's Why You Should Add CW Stock to Your Portfolio Right Now

Curtiss-Wright's strong aerospace footing, liquidity and expanding clean-energy and defense roles underscore its growth potential and investor appeal.

ATRONegative Net Change CWNegative Net Change WWDNegative Net Change HEINegative Net Change

Zacks Equity Research

Lantronix Boosts Global Drone and Defense Reach With Trillium Deal

LTRX advances its Edge AI reach with new Trillium and Sightline wins as it targets growth in drone tech and eyes Q2 revenue of up to $32M.

GPositive Net Change DGIINegative Net Change LTRXNegative Net Change NTCTNegative Net Change

Zacks Equity Research

Here's Why You Should Add HEI Stock to Your Portfolio Right Now

HEICO gains momentum with strong aerospace presence, solid liquidity and low debt, underscoring its growth outlook across commercial and defense markets.

ATRONegative Net Change CWNegative Net Change WWDNegative Net Change HEINegative Net Change

Soumya Roy

Coeur Trading at a Premium: Here's How to Play the Stock Now

CDE's valuation upward, Q3 revenue surged 77% YoY as balanced output from five North American mines and stronger metal prices fueled broad-based growth.

SCCONegative Net Change CDENegative Net Change LUNMFPositive Net Change

Kaibalya Pravo Dey

Klarna Targets Mainstream Crypto Adoption Through Privy Partnership

KLAR teams with Privy to design a simple crypto wallet, aiming to bring everyday users deeper into digital asset transactions.

VPositive Net Change PYPLNegative Net Change KLARNegative Net Change

Zacks Equity Research

CIEN Q4 Earnings Crush Estimates on Record Sales, AI Trends Lift Stock

Ciena posts strong fiscal Q4 2025 results with surging optical demand, a $5B backlog and raised 2026 outlook, sending shares sharply higher.

ADTNNegative Net Change CIENNegative Net Change GLWNegative Net Change NTGRNegative Net Change

Zacks Equity Research

ExxonMobil Hikes 2030 Outlook, Lifts Earnings and Cash Flow Growth

XOM lifts its 2030 outlook with higher earnings, stronger cash flow and rising upstream output achieved without extra spending.

BPNegative Net Change CVXNegative Net Change XOMNegative Net Change EPositive Net Change

Zacks Equity Research

Wix Teams Up With Stripe to Deliver Agentic Commerce Suite to Merchants

WIX expands its AI-commerce reach with a new Stripe integration that streamlines multi-agent selling and boosts merchant engagement.

CTSHPositive Net Change GPositive Net Change WIXNegative Net Change VRTNegative Net Change