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Analyst Blog: Archive

Aditi Kanoria

Can ExxonMobil's Low Carbon Drive Power Its Future?

XOM targets $30B in low-carbon investments, CCS leadership, and lithium supply to power its 2050 net-zero vision.

CVXPositive Net Change XOMNegative Net Change SHELNegative Net Change

Zacks Equity Research

CDNS, NVDA Team Up to Advance Billion-Gate AI Design Power Analysis

Cadence and NVIDIA slash AI chip power analysis from weeks to hours, enabling billion-cycle profiling with 97% accuracy.

NVDANegative Net Change ADBEPositive Net Change CDNSPositive Net Change PTCNegative Net Change

Zacks Equity Research

RADCOM Q2 Earnings Beat on Robust Top-Line Traction, View Reiterated

RDCM posts record operating income as AI-powered network assurance drives double-digit revenue growth in Q2 2025.

NTGRNegative Net Change CDNSPositive Net Change RDCMPositive Net Change INTZNegative Net Change

Rajani Lohia

Home Depot Nears Q2 Earnings Release: Is Now the Right Time to Invest?

HD gears up for Q2 results, with revenue and EPS growth expectations, as its "One Home Depot" strategy drives momentum despite big-ticket sales pressure.

LOWNegative Net Change HDNegative Net Change FNDPositive Net Change FGINegative Net Change

Om Jaiswal

Palo Alto Networks' Pre-Q4 Earnings Analysis: Hold or Fold the Stock?

PANW's Q4 results are likely to reflect benefits from strong demand for AI-powered security solutions and the platformization strategy.

PANWPositive Net Change CYBRPositive Net Change ZSPositive Net Change CRWDPositive Net Change

Kaibalya Pravo Dey

Affirm's Expanded Stripe Partnership to Boost In-Store BNPL

AFRM expands its Stripe partnership, bringing BNPL to over a million in-store locations across the United States and Canada.

PYPLNegative Net Change AFRMPositive Net Change XYZNegative Net Change

Nilanjan Banerjee

Navigating Volatility: VIPS, LRN, HSBC & FUTU Stocks Could Shine Now

VIPS, LRN, HSBC and FUTU stand out in a low-beta stock screen, offering potential stability in a volatile market backdrop.

LRNPositive Net Change VIPSNegative Net Change HSBCNegative Net Change FUTUNegative Net Change

Supriyo Bose

5 High ROE Stocks to Buy as Markets Hit Record High on Low Inflation

Markets hit fresh highs on low inflation???Zacks flags ANET, TEL, MSI, BBVA, and APP as high-ROE picks poised for strong returns.

TELNegative Net Change MSINegative Net Change BBVAPositive Net Change APPPositive Net Change ANETPositive Net Change

Kaibalya Pravo Dey

Aflac Loads the Buyback Cannon as New Sales Signal Strength

AFL boosts its buyback plan to 130.9M shares as strong sales in Japan and higher U.S. margins fuel shareholder returns.

AFLPositive Net Change MMCPositive Net Change AONPositive Net Change

Zacks Equity Research

Holding Imperial Oil Limited for Now: Here's Why it's Justified

IMO offers robust returns, record production and growth prospects, but dependence on Exxon, weak chemicals and commodity swings can weigh on the stock.

IMOPositive Net Change CVENegative Net Change CNQPositive Net Change GBNXFPositive Net Change

Ekta Bagri

Exelixis Gains 15.6% YTD: How Should You Play the Stock?

EXEL rides on Cabometyx growth and zanzalintinib's trial success, but Q2 revenue miss and competition keep investor sentiment cautious.

BMYPositive Net Change MRKPositive Net Change EXELNegative Net Change

Zacks Equity Research

Canadian Natural Q2 Earnings Beat Estimates, Expenses Decrease Y/Y

CNQ's second-quarter earnings and revenues beat estimates, but fall year over year, driven by lower realized oil and NGL prices and decreased product sales.

SUNegative Net Change IMOPositive Net Change CNQPositive Net Change PBANegative Net Change

Zacks Equity Research

Venture Global Q2 Earnings Miss Estimates, Revenues Rise Y/Y

VG Q2 earnings and revenues rise year over year due to surging LNG sales from its Plaquemines project.

AMNegative Net Change ENBNegative Net Change VGNegative Net Change GLPEYNegative Net Change

Zacks Equity Research

PPG Enters Distributor Partnership With GPA for Teslin Substrates

PPG expands Teslin synthetic paper reach through new GPA deal, boosting access for global print and label markets.

PPGNegative Net Change GFIPositive Net Change ASMPositive Net Change VZLAPositive Net Change

Swayta Shah

Capital Markets Bounce Back: What This Means for JPMorgan's Prospects

Capital markets revival, led by surging IB fees and trading gains, positions JPMorgan for steady growth despite market volatility.

BACNegative Net Change JPMNegative Net Change MSNegative Net Change

Zacks Equity Research

Key Reasons to Add W.P. Carey Stock to Your Portfolio Now

W.P. Carey's strong Q2 results, strategic asset moves and solid dividend growth highlight its market outperformance in 2025.

EQRPositive Net Change TRNOPositive Net Change WPCNegative Net Change

Sridatri Sarkar

Abbott Taps Growing TMVR Market With Tendyne System

ABT wins FDA nod for its Tendyne TMVR system, offering a minimally invasive option for patients with severe mitral valve disease.

ABTPositive Net Change MDTPositive Net Change EWPositive Net Change

Tanvi Sarawagi

How Should You Play Constellation Energy Stock Post Q2 Earnings Beat?

CEG beats on Q2 earnings and revenues, secures Meta deal, and advances nuclear and renewable growth plans.

CEGNegative Net Change DNegative Net Change VSTNegative Net Change

Moumi Mondal

CVS Advances Digital Efforts to Simplify Healthcare Experience

CVS Health commits $20B to build an open health platform, joining tech giants in a push to streamline patient care access nationwide.

UNHPositive Net Change WMTNegative Net Change CVSPositive Net Change

Zacks Equity Research

ZTO Gears Up to Report Q2 Earnings: Here's What You Should Know

ZTO eyes strong parcel volume growth for Q2 despite freight forwarding weakness and trade woes.

DALPositive Net Change JBHTNegative Net Change ZTOPositive Net Change

Ritujay Ghosh

5 Discretionary Stocks to Boost Your Portfolio on Rising Rate Cut Hopes

Rate cut optimism is fueling U.S. markets, with DIS, CCL, HAS, NFLX and RL set for potential gains in consumer discretionary.

CCLNegative Net Change NFLXPositive Net Change HASPositive Net Change RLPositive Net Change DISNegative Net Change

Zacks Equity Research

Reasons to Include National Grid Stock in Your Portfolio Right Now

NGG's strong earnings outlook, $69B investment plan and 5.77% dividend yield make it a standout in the utility sector.

IDANegative Net Change NGGNegative Net Change NWENegative Net Change FTSPositive Net Change

Zacks Equity Research

OPEN's August Rally Fueled by Meme-Stock Mania and Investor Backing

Opendoor's August surge is driven by meme-stock buzz, big-name investor backing and fresh corporate shake-up talk.

OPENPositive Net Change TWLOPositive Net Change TOSTPositive Net Change

Anirudha Bhagat

Salesforce Pushes Data Cloud Adoption: Will It Anchor Growth?

CRM's Data Cloud, storing 22T data points and growing ARR by 120% in Q1, is becoming central to its AI-driven growth push.

MSFTNegative Net Change CRMPositive Net Change SNOWPositive Net Change

Anindya Barman

Is AEM Stock a Screaming Buy After the 71% YTD Price Surge?

Agnico Eagle's soaring stock, strong projects and bullish gold market fuel optimism for further gains.

NEMPositive Net Change KGCPositive Net Change AEMPositive Net Change BPositive Net Change