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Analyst Blog: Archive

Zacks Equity Research

Applied Industrial Q4 Earnings & Revenues Beat Estimates, Increase Y/Y

AIT posts Q4 EPS of $2.80, beating estimates, with revenues up 5.5% as acquisitions and Engineered Solutions growth drive gains.

DOVNegative Net Change AITNegative Net Change PKGNegative Net Change TECKNegative Net Change

Zacks Equity Research

Cisco's Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Down

Cisco posts strong fiscal Q4 results with strong AI infrastructure sales, boosted by NVIDIA partnership and solid networking growth.

CSCONegative Net Change NVDANegative Net Change AVGONegative Net Change ANETPositive Net Change

Avisekh  Bhattacharjee

Howmet Aerospace Surges 84.9% in a Year: Should Investors Ride the Rally?

HWM shares soar 84.9% in a year on strong aerospace demand, defense growth and shareholder-friendly moves.

GENegative Net Change HWMNegative Net Change RTXNegative Net Change

Aniruddha Ganguly

Amphenol Rises 10% in a Month: Should Investors Buy the Stock?

Amphenol's Q2 earnings surge, strong Q3 outlook, and strategic acquisitions are set to drive shares to fresh highs in 2025.

APHNegative Net Change STNegative Net Change AMENegative Net Change TELNegative Net Change

Zacks Equity Research

Carlisle Prices Senior Notes Offering Worth $1B in Aggregate

CSL prices $1B in senior notes to fund debt repayment, capital spending, buybacks and acquisitions.

MMMNegative Net Change BLDRNegative Net Change CSLNegative Net Change AWINegative Net Change

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 MEGNegative 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.

GNTXNegative Net Change RACENegative Net Change ADNTNegative Net Change PHINNegative 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 ACGLNegative Net Change PLMRNegative 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.

INGRNegative Net Change MDLZPositive 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.

SPGPositive Net Change KIMPositive Net Change OPositive 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.

JLLPositive Net Change NMRKNegative Net Change CBREPositive 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 CNCPositive 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.

RLPositive Net Change HBINegative Net Change GILPositive Net Change RVLVNegative 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 ERICPositive Net Change NOKPositive 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 CAKENegative Net Change EATPositive Net Change CURVNegative 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 GWRSNegative Net Change WTRGPositive 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.

XOMNegative 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 LCIDNegative 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 ALVONegative 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.

EQRPositive 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.

NEEPositive 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.

MSINegative Net Change IDCCNegative Net Change VSATNegative Net Change UINegative Net Change