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Analyst Blog: Archive

Zacks Equity Research

Regeneron Q1 Earnings Top, Sales Up on Dupixent & Eylea HD Strength (Revised)

REGN tops Q1 estimates with strong Dupixent and Eylea HD growth, but the stock slips as Eylea sales plunge and competition intensifies.

REGNNegative Net Change SNYNegative Net Change RHHBYNegative Net Change BAYRYNegative Net Change

Shrabana Mukherjee

Why Sterling's 120% EPS Growth Matters for Investors Now

STRL's Q1 2026 adjusted EPS jumps 120% as revenue surges, backlog hits records, and the company raises its full-year outlook.

EMEPositive Net Change FIXNegative Net Change STRLNegative Net Change

Zacks Equity Research

Here's Why Investors Must Hold OMC Stock in Their Portfolios for Now

Omnicom faces a tougher backdrop as it leans on consumer-centric strategy, an Interpublic deal and big buybacks, while liquidity and competition loom.

OMCPositive Net Change FDSPositive Net Change PPositive Net Change

Zacks Equity Research

Here's Why Investors Must Add HRB Stock in Their Portfolios Now

H&R Block shares gain 26% in three months as earnings estimates rise, AI Tax Assist lifts DIY revenues, and buybacks/dividends reward holders.

HRBPositive Net Change FLXSPositive Net Change PVHPositive Net Change

Zacks Equity Research

IFF to Optimize Portfolio With Its Food Ingredients Business Sale

International Flavors sells its Food Ingredients unit as part of a portfolio overhaul, aiming to cut debt and focus on higher-growth, innovation-led segments.

APDPositive Net Change IFFNegative Net Change ALBNegative Net Change ASMNegative Net Change

Zacks Equity Research

NEXA Resumes Cajamarquilla Smelter Operations After Fire Incident

Nexa Resources resumes Cajamarquilla smelter operations after a fire, with zinc production lines restarting and lost output expected to be recovered in 2026.

APDPositive Net Change ALBNegative Net Change ASMNegative Net Change NEXAPositive Net Change

Zacks Equity Research

UBS Group Slashes Hundreds of Jobs in EMEA Amid CS Integration Drive

UBS cuts hundreds of jobs across EMEA as the bank accelerates Credit Suisse integration and targets $13.5B in cost savings by 2026.

MSPositive Net Change CPositive Net Change UBSPositive Net Change

Nilanshi Mukherjee

Vertiv Rides on Strong Operating Margin Expansion: Will it Persist?

VRT lifts its 2026 margin outlook after a strong Q1, driven by AI data center demand, acquisitions, and pricing actions despite tariff pressures.

APHNegative Net Change SMCIPositive Net Change VRTPositive Net Change

Zacks Equity Research

Can Boot Barn Sustain Double-Digit E-Commerce Growth in Fiscal 2027?

BOOT's digital strategy gains traction as e-commerce growth, AI initiatives and exclusive brand websites drive customer engagement.

URBNNegative Net Change BOOTNegative Net Change TPRNegative Net Change VSCONegative Net Change

Zacks Equity Research

PacBio Expands HiFi Sequencing Reach With New SPRQ-Nx Technology

PACB expands HiFi sequencing reach with commercial availability of SPRQ-Nx for Revio, lowering costs by about 30% and adding AI and epigenetics upgrades.

ISRGNegative Net Change WSTNegative Net Change GMEDNegative Net Change PACBPositive Net Change