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Analyst Blog: Archive

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.

KOPositive Net Change PEPPositive 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.

AVYNegative Net Change SEEPositive Net Change PKGNegative Net Change AMCRNegative 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.

TRNOPositive 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 DEPositive Net Change AGCOPositive Net Change CNHPositive 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.

CMGPositive Net Change LOCONegative Net Change SHAKPositive Net Change

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.

RHHBYPositive Net Change SRPTPositive 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.

AMZNPositive Net Change GOOGLPositive Net Change METAPositive 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 ARAYNegative Net Change WSTNo 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.

RLPositive Net Change WWWPositive Net Change TPRPositive Net Change LEVIPositive 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.

BTMNegative 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 SEZLPositive 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.

AMRNPositive Net Change ALLOPositive Net Change AKRONegative 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.

CCLNegative Net Change RCLPositive 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 WSTNo 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 BFINNegative 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 INTUPositive Net Change SNPSPositive 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.

ADINegative Net Change WMTNegative Net Change FNPositive Net Change KEYSNegative 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.

EPDNegative Net Change KMINegative 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 MCDNegative Net Change DASHPositive Net Change JTKWYPositive 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 LCNegative 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.

AMZNPositive 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.

CYBRPositive Net Change OKTAPositive Net Change CRWDPositive 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.

AMZNPositive 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.

NFLXPositive Net Change ROKUPositive Net Change