Back to top

Analyst Blog: Archive

Shuvra Shankar Dey

SOFI Stock Skyrockets 82% in 6 Months: Buy, Hold or Sell?

SoFi's 82% surge in six months spotlights soaring profitability, record loan growth and sharply raised 2025 guidance that could keep momentum alive.

BACPositive Net Change JPMPositive Net Change SOFINegative Net Change

Vasundhara Sawalka

DIS' OpenAI Partnership Boosts AI Footprint: Time to Hold the Stock?

Disney's $1 billion OpenAI deal expands its AI reach and content strategy, but mixed results and segment headwinds keep the stock in hold territory.

AMZNNegative Net Change NFLXNegative Net Change DISNegative Net Change PSKYPositive Net Change

Zacks Equity Research

Broadcom Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall

AVGO posts 37% EPS growth and 28% revenue jump in fiscal Q4, fueled by AI strength, but shares slip over 3% despite the beat.

APHPositive Net Change AVGONegative Net Change AEISPositive Net Change RDDTNegative Net Change

Zacks Equity Research

SkyWest's EPS Estimates Northbound: Should Investors Buy the Stock?

With earnings estimates soaring high, we assess the investment potential of SKYW stock currently.

DALPositive Net Change UALPositive Net Change ALKPositive Net Change SKYWNegative Net Change

Subham Roy

APPS vs. PUBM: Which Stock Has an Edge in the AdTech Market?

Digital Turbine gains momentum while PubMatic shifts strategy amid changing DSP demand and tightening AdTech dynamics.

APPSNegative Net Change PUBMNegative Net Change

Zacks Equity Research

Should Investors Hold Old Dominion Stock Despite Its Higher Valuation?

With ODFL's shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

JBHTNegative Net Change ODFLNegative Net Change KNXNegative Net Change

Ahan Chakraborty

NVO Down 42% Year to Date: Is This an Indication to Sell the Stock?

Novo Nordisk stock plunges 42% so far in 2025 as GLP-1 competition, price cuts, guidance trims and restructuring plans cloud growth and elevate execution risks.

NVOPositive Net Change LLYPositive Net Change VKTXNegative Net Change GPCRNegative Net Change

Zacks Equity Research

Can Opdivo's Label Expansions Help Bristol Myers Sustain Its Momentum?

BMY gets a priority FDA review for Opdivo's use in previously untreated advanced Hodgkin lymphoma, reinforcing its oncology momentum.

RHHBYPositive Net Change BMYPositive Net Change MRKNegative Net Change

Zacks Equity Research

Can Tesla's New Discounts on Model Y Help Boost Q4 Deliveries?

TSLA's year-end discounts, free upgrades and 0% financing aim to lift Model Y demand as the company works to clear inventory and sustain momentum.

TSLAPositive Net Change NIONegative Net Change XPEVNegative Net Change

Zacks Equity Research

Synopsys Q4 Earnings Surpass Estimates, Revenues Rise Y/Y

SNPS posts a Q4 beat as revenues surge on strong Time-Based, Upfront Product and EDA growth, while offering upbeat FY26 and Q1 outlooks.

APHPositive Net Change NVDAPositive Net Change SNPSPositive Net Change COMMNegative Net Change

Zacks Equity Research

Daktronics' Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall

DAKT tops Q2 estimates with strong earnings and revenue growth, boosted by rising orders and a surging product backlog.

APHPositive Net Change AEISPositive Net Change DAKTPositive Net Change APPSNegative Net Change

Zacks Equity Research

ATRC Treats First Patients Using Novel Dual-Energy PFA-RFA Platform

AtriCure's first patients treated with its dual-energy PFA-RFA platform mark a key step as it moves toward a clinical trial next year.

BSXNegative Net Change ISRGPositive Net Change ATRCNegative Net Change MEDPPositive Net Change

Zacks Equity Research

Kymera's Eczema Drug Gets Fast Track Designation in the United States

KYMR gains momentum as the FDA grants Fast Track to KT-621 for moderate to severe atopic dermatitis, boosting the stock and advancing its Type 2 pipeline.

SNYNegative Net Change GILDNegative Net Change KYMRNegative Net Change

Zacks Equity Research

Can Verizon's Empower Field Network Infrastructure Upgrade Aid Shares?

VZ's Wi-Fi 6E upgrade at Empower Field boosts fan connectivity with 2,400 new access points and a faster, safer stadium network.

TNegative Net Change VZNegative Net Change TMUSPositive Net Change

Zacks Equity Research

Clorox's Brand Investments Are Up: Will They Translate to Growth?

CLX leans on heavier brand investment and new product launches to rebuild momentum as ERP-related disruptions weigh on near-term sales.

COCONegative Net Change CLXNegative Net Change UNFINegative Net Change LWNegative Net Change

Harendra Ray

DraftKings' iGaming Up 25%: A Second Growth Engine Emerging?

DKNG's 25% iGaming surge signals a steadier growth engine as upgrades and stronger customer metrics lift third-quarter momentum.

MGMNegative Net Change DKNGPositive Net Change FLUTNegative Net Change

Amit Kr Ram

Is Comfort Systems Positioned for Long-Term Pharma Project Demand?

FIX sees rising pharma and life sciences planning activity, signaling a strong long-term pipeline for its specialized mechanical and electrical work.

WSONegative Net Change AAONNegative Net Change FIXPositive Net Change TGENNegative Net Change

Vaishali Doshi

Can Flex Offset Automotive Headwinds in Its Reliability Segment?

FLEX leans on data center surge to counter automotive softness in its Reliability segment's performance.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Mrithunjoy Kaushik

Can PLAY's Revamped Remodel Blueprint Catalyze Its Next Growth Cycle?

Dave & Buster's sharpens its remodel strategy with guest-first upgrades, aiming to boost traffic, productivity and fuel its Back to Basics momentum.

EATPositive Net Change QSRPositive Net Change PLAYNegative Net Change

Zacks Equity Research

Suncor Unveils 2026 Guidance Focused on Growth & Superior Returns

SU's 2026 guidance outlines higher production, strong refining utilization and a stronger commitment to shareholder returns backed by disciplined investments.

SUNegative Net Change CVENegative Net Change NGSNegative Net Change BTEPositive Net Change

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.

GSKPositive Net Change ANIPPositive 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 STRLPositive 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.

AZNPositive Net Change RHHBYPositive Net Change BMYPositive Net Change MRKNegative 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.

BSXNegative Net Change ATRCNegative Net Change PAHCPositive 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.

GSPositive Net Change JPMPositive Net Change MSNegative Net Change