Back to top

Analyst Blog: Archive

Vaishali Doshi

CRDO Tanks 33% in 3 Months: Should You Hold the Stock or Make an Exit?

CRDO is gaining from an innovative portfolio and expanding AI-driven market opportunities, but does the recent stock dip spell trouble, or is it an opportunity?

MRVLPositive Net Change AVGOPositive Net Change CRUSPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Solventum Stock Gains on Q1 Earnings & Revenue Beat, Margins Decline

SOLV's first-quarter earnings showcase strong segmental performance. However, declining margins raise concerns.

CAHPositive Net Change CVSNegative Net Change AXGNPositive Net Change SOLVPositive Net Change

Zacks Equity Research

Sensata's Q1 Earnings & Revenues Surpass Estimates, Down Y/Y

ST's first-quarter 2025 performance reflects improvement in Sensing Solutions business, while Performance Sensing witnesses a slowdown.

BMIPositive Net Change ITRIPositive Net Change STPositive Net Change WTSPositive Net Change

Zacks Equity Research

Choice Hotels Q1 Earnings Lag Estimates, FY25 View Trimmed, Stock Down

CHH's first-quarter results are aided by a more balanced growth model, a stronger customer base and an expanded brand portfolio.

CHHPositive Net Change WWPositive Net Change BALYNegative Net Change SRADPositive Net Change

Nalak Das

Buy These 5 Cloud Computing Stocks to Strengthen Your Portfolio

Five cloud-computing stocks have strong earnings and revenue growth potential for 2025. These are: FIVN, AFRM, MSFT, JNPR, TYL.

MSFTPositive Net Change JNPRPositive Net Change FIVNPositive Net Change TYLPositive Net Change AFRMPositive Net Change

Zacks Equity Research

MCK Stock Up on Q4 Earnings Beat & Potential Surgical Biz Spin-Off

McKesson's fourth-quarter fiscal 2025 results showcase growth in the U.S. Pharmaceutical segment. However, Medical Surgical Solutions suffers due to lower COVID-related sales.

CAHPositive Net Change MCKNegative Net Change CVSNegative Net Change AXGNPositive Net Change

Zacks Equity Research

Here's Why You Should Retain Adient Stock in Your Portfolio Now

ADNT is poised to gain from its broad range of products and frequent business wins despite headwinds from higher restructuring costs in Europe.

SMPPositive Net Change ADNTPositive Net Change HSAIPositive Net Change

Zacks Equity Research

Plains All American Q1 Earnings Miss Estimates, Sales Increase Y/Y

PAA's first-quarter 2025 earnings decrease year over year, while revenues increase.

PAAPositive Net Change OKEPositive Net Change CNXNegative Net Change MURPositive Net Change

Zacks Equity Research

Papa John's Q1 Earnings & Revenues Beat Estimates, Stock Up

PZZA's Q1 top line reflects a gain in commissary revenues, stemming from higher commodity prices. Also, a rise in advertising funds adds to the positives.

YUMNegative Net Change DPZPositive Net Change EATPositive Net Change PZZAPositive Net Change

Zacks Equity Research

Post Holdings Q2 Earnings Beat Estimates, FY25 Outlook Raised

POST's fiscal second-quarter results show a year-over-year sales decline, due to mixed segment trends. Management raises its 2025 outlook.

BRFSPositive Net Change UNFIPositive Net Change MDLZNegative Net Change POSTNegative Net Change

Zacks Equity Research

Nektar Q1 Loss Wider Than Expected, Revenues Fall Y/Y, Stock Down

NKTR incurs a wider-than-expected loss in the first quarter of 2025. Revenues plunge year over year. Shares fall in after-hours trading.

LLYPositive Net Change NKTRPositive Net Change ANIPNegative Net Change NTLAPositive Net Change

Zacks Equity Research

Brighthouse Financial Q1 Earnings Miss Estimates on Higher Expenses

BHF's first-quarter results reflect lower premiums and escalating expenses, offset by improved adjusted net investment income.

MFCPositive Net Change RGAPositive Net Change VOYAPositive Net Change BHFPositive Net Change

Zacks Equity Research

Here's Why Hold Strategy is Apt for Kinder Morgan Stock Now

KMI generates stable fee-based revenues from its vast network of midstream infrastructure. However, a slowdown in drilling activities might affect it.

WMBNegative Net Change EPDPositive Net Change ENBNegative Net Change KMINegative Net Change

Nilanjan Banerjee

Is ConocoPhillips Stock Still Worth Owning After Strong Q1 Earnings?

COP has a strong production outlook, backed by its decades of low-cost inventory of drilling sites.

BPPositive Net Change CVXPositive Net Change COPPositive Net Change

Tanvi Sarawagi

Is CEG Stock Worth Investing in After In-Line Q1 Earnings?

CEG is a good stock to add in your portfolio, given its rising earnings estimates and increasing demand for clean energy in its service territories.

CEGPositive Net Change DUKNegative Net Change VSTPositive Net Change

Zacks Equity Research

CVNA Q1 Earnings Beat on Solid Revenues, Adjusted EBITDA Doubles

Solid revenues across segments lead to CVNA's first-quarter outperformance. It expects a rise in retail units sold and adjusted EBITDA in the second quarter.

ANPositive Net Change SAHPositive Net Change LADPositive Net Change CVNAPositive Net Change

Zacks Equity Research

NVAX Stock Gains 12% on Q1 Earnings & Sales Beat, '25 Sales View Up

Novavax posts encouraging first-quarter results on the back of an additional $603 million in revenues recognized from the termination of two advanced purchase agreements.

SNYPositive Net Change NVAXPositive Net Change BEAMPositive Net Change ADPTPositive Net Change

Kinjel Shah

Pharma Stock Roundup: NVO & JAZZ's Q1 Results, AZN's Pipeline Update

NVO and JAZZ report first-quarter results. AZN's asthma study on Breztri meets key goals.

AZNPositive Net Change NVOPositive Net Change JAZZPositive Net Change

Zacks Equity Research

Illumina Q1 Earnings Top Estimates, Revenues Down Y/Y, Stock Dips

ILMN delivers better-than-expected earnings and revenues in the first quarter of 2025.

BSXNegative Net Change ANGOPositive Net Change ILMNPositive Net Change ITGRPositive Net Change

Zacks Equity Research

PBYI Stock Rises as Q1 Earnings and Sales Beat Estimates

Puma Biotechnology beats on first-quarter 2025 earnings and sales. Stock rises in after-hours trading

PBYIPositive Net Change ANIPNegative Net Change ADMAPositive Net Change IMCRPositive Net Change

Vasundhara Sawalka

4 Stocks Trading Near 52-Week High With More Upside Potential

Stocks like TGI, HRTG, ATRO and DB are seeing price strength and have a high chance of carrying the momentum forward.

TGIPositive Net Change DBPositive Net Change ATROPositive Net Change HRTGNegative Net Change

Zacks Equity Research

BCE's Q1 Earnings Top Despite Lower Revenues, Stock Gains on PSP Deal

BCE's Q1 2025 results reflect pricing and regulatory pressures amid macro and geopolitical turmoil. It announces a partnership with PSP Investments.

BMIPositive Net Change BCENegative Net Change CDNSPositive Net Change WWDPositive Net Change

Zacks Equity Research

Onto Innovation's Q1 Earnings Beat on Solid Y/Y Top-Line Improvement

ONTO posts record Q1 revenues of $267 million - its 7th consecutive quarter of sales growth - driven by momentum in advanced nodes and AI packaging markets.

BMIPositive Net Change CDNSPositive Net Change WWDPositive Net Change ONTOPositive Net Change

Zacks Equity Research

FUJIFILM's Q4 Earnings and Revenues Increase Y/Y, Margins Expand

FUJIY???s Q4 earnings and revenues grow year over year, driven by robust sales growth across all segments.

MSFTPositive Net Change BMIPositive Net Change INFYPositive Net Change FUJIYPositive Net Change

Rajani Lohia

5 Low Price-to-Sales Stocks That Deserve a Place in Your Portfolio

The price-to-sales ratio is a convenient tool to gauge the value of stocks incurring losses or in an early development cycle. Stocks like PCB, GIII, ROCK, PFE and PAM hold promise.

PFEPositive Net Change PAMPositive Net Change GIIIPositive Net Change ROCKPositive Net Change PCBPositive Net Change