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Analyst Blog: Archive

Aritra Chatterjee

AT&T vs Comcast: Which Telecom Stock Should You Bet On?

T's fiber gains, 5G expansion and AI-driven efficiencies stand out as it vies with CMCSA amid shifting broadband and wireless trends.

TNegative Net Change VZNegative Net Change CMCSAPositive Net Change

Zacks Equity Research

FactSet to Report Q1 Earnings: What's in Store for the Stock?

FDS readies to report Q1 results, with expected y/y revenue growth across all regions and a slight lift in earnings.

CARNegative Net Change FDSNegative Net Change SPGINegative Net Change

Zacks Equity Research

Regions Financial Stock Up 5.3% After Announcing Share Repurchase Plan

RF stock rises nearly 5.3% after unveiling a $3B buyback plan set to begin in 2026, replacing its current program and extending repurchase flexibility.

RFNegative Net Change RJFNegative Net Change ALLYNegative Net Change

Zacks Equity Research

DoorDash E-Commerce Growth Picks Up: A Sign for More Upside?

DASH's e-commerce momentum accelerates as new verticals, grocery partners, and autonomous delivery trials fuel rising orders and GOV.

AMZNNegative Net Change UBERNegative Net Change DASHNegative Net Change

Zacks Equity Research

CBRE Group Stock Gains 22.3% Year to Date: Will it Continue to Rise?

CBRE's 22.3% year-to-date surge is fueled by resilient revenue growth, strategic acquisitions and rising demand for outsourced real estate services.

JLLNegative Net Change NMRKNegative Net Change CBRENegative Net Change

Zacks Equity Research

Host Hotels Announces Special Dividend: Time to Buy the Stock?

HST boosts investment appeal with a 15 cents per share special dividend atop its regular payout, lifting the total 2025 dividend annualized yield of 5.24%.

HSTPositive Net Change CUZPositive Net Change WELLPositive Net Change

Zacks Equity Research

PRM to Acquire Medical Manufacturing Technologies for $685M

Perimeter Solutions moves to buy MMT for $685M in cash, aiming to expand into high-growth medical manufacturing and boost future earnings power.

KGCPositive Net Change HMYNegative Net Change FSMNegative Net Change PRMNegative Net Change

Tanuka De

Is Coinbase Setting the Stage for a Strong and Strategic 2026?

COIN eyes 2026 momentum based on 2025 gains, M&A deals, and deeper links between crypto and traditional finance.

IBKRNegative Net Change COINNegative Net Change HOODNegative Net Change

Zacks Equity Research

AI Is Reshaping AXP's Risk Approach: Can it Deliver a Real Advantage?

American Express is transforming credit risk management with AI, using real-time insights to boost precision, fraud detection and portfolio growth.

MANegative Net Change AXPNo Net Change PYPLNegative Net Change

Zacks Equity Research

Reasons Why Investors Can Consider Buying Veralto Stock Now

VLTO's fast-growing water and product quality segments, boosted by TraceGains and rising demand trends, underpin its strengthening growth outlook.

GNegative Net Change PLTRNegative Net Change VLTOPositive Net Change

Zacks Equity Research

Affirm Expands Merchant Network: But Is Revenue Growth Keeping Up?

AFRM grows its merchant network 30% YoY to 419,000, driving engagement and revenues up 34% in Q1 FY26.

PYPLNegative Net Change AFRMNegative Net Change KLARNegative Net Change

Tanuka De

How BRK.B's Consumer Products Arm Drives Its Manufacturing Business

BRK.B's consumer products segment, with brands like Duracell and Jazwares, boosts earnings stability in its manufacturing arm.

KOPositive Net Change PGPositive Net Change BRK.BPositive Net Change

Kashvi Chandgothia

Roku's Improving Margins Signal a Turnaround: Is the Stock a Buy Now?

ROKU's rising margins, stronger ad demand and expanding engagement signal a turnaround gaining momentum across its platform ecosystem.

AMZNNegative Net Change NFLXNegative Net Change WBDNegative Net Change ROKUPositive Net Change

Zacks Equity Research

Reasons Why You Should Retain Waste Management Stock for Now

WM's solid month-long gain reflects strong pricing discipline, expanding recycling and energy assets, and steady dividends amid liquidity risk.

WMPositive Net Change GNegative Net Change PLTRNegative Net Change

Zacks Equity Research

Is Apollo Go's Global Push a Sign of More Upside for Baidu Stock?

BIDU's global Apollo Go rollout gains speed as rising driverless scale and early unit profits hint at longer-term momentum for the stock.

BIDUNegative Net Change TSLAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

RH Q3 Earnings Miss Estimates, Revenues Beat, FY25 Guidance Lowered

RH posts mixed Q3 results as earnings slip but revenues rise YoY, with lowered FY25 guidance highlighting tariff and housing pressures.

HDNegative Net Change WSMNegative Net Change RHPositive Net Change WPositive Net Change

Zacks Equity Research

Eli Lilly's Next-Generation Obesity Drug Secures First Phase III Win

LLY's retatrutide posts strong weight-loss and pain-reduction results in its first Phase III study, boosting investor optimism.

PFEPositive Net Change NVOPositive Net Change LLYPositive Net Change VKTXNegative Net Change

Zacks Equity Research

Amazon's Datacenter Boom: The Next Big Growth Driver for the Stock?

AMZN's datacenter surge, fueled by record AWS capex and massive global expansion, is emerging as the company's most powerful long-term growth driver.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Nilanshi Mukherjee

VRT vs. SMCI: Which Data Center Infrastructure Stock Is a Better Buy?

Vertiv gains momentum as AI-driven data center demand boosts orders and backlog, widening its edge over Super Micro Computer.

SMCINegative Net Change VRTPositive Net Change

Zacks Equity Research

Cenovus Outlines Capital Plan for 2026, Projects 4% Upstream Growth

CVE sets its $5-$5.3B capital plan for 2026, targeting 4% upstream growth and steady output across its upstream and refining segments.

OIINegative Net Change CVENegative Net Change CNQNegative Net Change FCELNegative Net Change

Shuvra Shankar Dey

APP Stock Surges 89% in 6 Months: Hold for a Pullback or Buy?

AppLovin's 89% surge, rising revenues and expanding CTV reach spark momentum, but stretched valuations raise caution for investors.

APPPositive Net Change TTDNegative Net Change MGNINegative Net Change

Zacks Equity Research

BALL to Boost Presence With Stake in Benepack's European Can Business

Ball Corp moves to expand its European reach with an 80% stake in Benepack's can operations, strengthening its sustainable packaging network.

FLSPositive Net Change CCKPositive Net Change ADTPositive Net Change BALLPositive Net Change

Zacks Equity Research

AI-Driven Personalization Fuels SFIX's Rising AOV & RPAC in Early FY26

Stitch Fix enters FY26 with accelerating AOV and RPAC as larger baskets, stronger category mix and AI-powered tools boost client spending momentum.

BOOTPositive Net Change SFIXNegative Net Change FIGSNegative Net Change BIRDNegative Net Change

Zacks Equity Research

lululemon Surpasses Revenues & Earnings in Q3, Lifts FY25 View

LULU tops Q3 revenue and EPS estimates on strong international gains, even as margins weaken and Americas results soften.

GESPositive Net Change LULUPositive Net Change CROXPositive Net Change KTBNegative Net Change

Nikita Kataruka

Is Interactive Brokers a Buy as It Scales Global Market Access?

IBKR's expanding global access, new markets and products, and tech-driven efficiency underscore its push to capture rising cross-border investing demand.

IBKRNegative Net Change TWNegative Net Change HOODNegative Net Change