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Analyst Blog: Archive

Zacks Equity Research

AutoZone Q1 Earnings & Revenues Fall Short of Expectations

AutoZone posts softer Q1 results as earnings and sales miss estimates despite solid commercial gains and continued store expansion.

ORLYPositive Net Change AAPNegative Net Change AZONegative Net Change

Zacks Equity Research

BAE Systems Clinches $1.7B APKWS Production Contract From US Navy

BAESY lands a $1.7B Navy contract to ramp up APKWS kit production, meeting surging U.S. and international demand for precision munitions.

BAPositive Net Change LMTPositive Net Change BAESYNegative Net Change RTXPositive Net Change

Indrajit Bandyopadhyay

Can Intuitive Surgical Weather GLP-1 Drag on Bariatric Surgery?

Intuitive Surgical grapples with a GLP-1-driven bariatric slump but leans on strong general surgery gains and rising da Vinci 5 adoption.

MDTPositive Net Change ISRGNegative Net Change TFXNegative Net Change

Zacks Equity Research

Key Reasons to Add Ventas Stock to Your Portfolio Right Now

VTR gains momentum as its healthcare real estate portfolio, research investments and solid balance sheet point to further growth potential.

VTRPositive Net Change CUZNegative Net Change DLRNegative Net Change

Zacks Equity Research

NetApp and F5 Expand Partnership to Strengthen AI Data and PQC Security

NTAP deepens its F5 collaboration to boost AI data performance and deliver quantum-ready security across enterprise S3 environments.

NTAPNegative Net Change WDCNegative Net Change SNDKNegative Net Change TDCNegative Net Change

Vaishali Doshi

Ondas Stock Skyrockets Over 725% in a Year: Time to Lock in Profits?

ONDS' 725.5% surge fueled by its fast-growing OAS unit now faces valuation pressure and rising execution risks.

AVAVNegative Net Change ONDSNegative Net Change DPRONegative Net Change UMACNegative Net Change

Zacks Equity Research

UNFI Sets New Long-Term Targets, Outlines Multi-Year Growth Plan

United Natural Foods outlines a multi-year plan targeting steadier growth, stronger cash flow and major operational upgrades through fiscal 2028.

PPCPositive Net Change UNFIPositive Net Change LWPositive Net Change VFFPositive Net Change

Tanvi Sarawagi

How Is Kratos Defense Benefiting From Surging SRM Demand?

KTOS gains momentum as its affordable rocket and SRM technologies drive hypersonic testing demand.

NOCPositive Net Change KTOSNegative Net Change LHXNegative Net Change

Zacks Equity Research

Reasons to Retain West Pharmaceutical Stock in Your Portfolio for Now

WST leans on strong HVP demand, rising GLP-1 exposure and Annex 1 tailwinds, even as pricing and device margins weigh on near-term performance.

BSXPositive Net Change ISRGNegative Net Change WSTNegative Net Change MEDPNegative Net Change

Anindya Barman

4 Steel Stocks That Have Gained More Than 40% YTD Amid Price Recovery

CMC, MT, NUE and STLD have surged over 40% YTD as steel prices recover and demand rebounds in key end markets.

STLDNegative Net Change MTPositive Net Change NUENegative Net Change CMCNegative Net Change

Nalak Das

5 Mid-Cap Financial Technology Stocks to Buy on Recent Fed Rate Cut

EVTC, ENVA, LC, OPFI and BFH are five mid-cap fintech names spotlighted after the Fed's rate cut as lower rates boost innovation and growth prospects across the sector.

EVTCNegative Net Change LCNegative Net Change ENVAPositive Net Change OPFIPositive Net Change BFHPositive Net Change

Nilanjan Choudhury

Chevron's Cash Flow to Surge in 2026: What's Driving the Growth

CVX projects a $12.5B free cash flow boost by 2026, driven by upstream growth, cost cuts, and disciplined spending.

BPNegative Net Change CVXNegative Net Change XOMNegative Net Change

Vrishali Bagree

Walmart Stock Up 25% in 2025: What's the Smart Move for 2026?

WMT's 2025 rally, fueled by e-commerce strength and higher-margin growth, sets the stage for a balanced but watchful outlook heading into 2026.

TGTPositive Net Change WMTPositive Net Change KRPositive Net Change COSTNo Net Change

Zacks Equity Research

Should You Continue to Hold EW Stock in Your Portfolio?

Edwards Lifesciences leans on growth in Surgical Structural Heart, TAVR and TMTT, though macro pressures and litigation continue to weigh on margins.

EWNegative Net Change ILMNNegative Net Change PODDPositive Net Change BTSGPositive Net Change

Moumi Mondal

Boston Scientific Sustains Momentum in the PFA Market: What's Next?

BSX builds momentum in PFA as FARAPULSE posts strong growth, and new trial results and expanded FDA labeling boost its AF treatment push.

ABTPositive Net Change BSXPositive Net Change MDTPositive Net Change

Zacks Equity Research

Nutrien Closes Profertil Stake Sale, Advances Portfolio Strategy

NTR completes $600M sale of its Profertil stake, advancing portfolio realignment and bolstering capital moves from growth to buybacks and debt cuts.

HCHDFPositive Net Change COIHYNegative Net Change NTRPositive Net Change EQXPositive Net Change

Sundeep Ganoria

Here's How AbbVie's Oncology Drugs are Aiding Top-line Growth

ABBV's expanding oncology lineup, spanning new solid tumor drugs and rising Venclexta sales, is helping drive steady top-line growth.

AZNNegative Net Change PFEPositive Net Change MRKPositive Net Change ABBVNegative Net Change

Swayta Shah

Which Bank's AI Bet Will Drive Greater Productivity: JPM or WFC?

Is Wells Fargo's AI push, with ROI-driven tech bets fueling stronger profit growth than JPMorgan? Let's decode.

WFCPositive Net Change JPMPositive Net Change

Zacks Equity Research

AREC's Portfolio Company Expands Critical & Rare Earth IP Portfolio

American Resources unit ReElement's new patent filings boost its high-purity refining platform, expanding capabilities across critical minerals and rare earths

BHPNegative Net Change ORPositive Net Change ARECNegative Net Change VOXRNegative Net Change

Nilanjan Banerjee

Here's Why Natural Gas Stocks are Well Poised to Gain: WMB, AR, CRK

Rising EIA price forecasts and growing LNG demand are boosting prospects for natural gas players like WMB, AR and CRK.

WMBNegative Net Change CRKPositive Net Change ARNegative Net Change

Zacks Equity Research

BEAT Secures FDA Nod for First Cable-Free At-Home 12-Lead ECG System

HeartBeam's FDA clearance for its cable-free at-home 12-lead ECG marks a pivotal step toward commercialization and broader cardiac-care adoption.

BSXPositive Net Change ISRGNegative Net Change BEATPositive Net Change MEDPNegative Net Change

Zacks Equity Research

Reasons to Hold Fresenius Medical Stock in Your Portfolio for Now

FMS's acquisitions, partnerships and global reach fuel growth, even as rising costs and optimization efforts weigh on near-term performance.

BSXPositive Net Change ISRGNegative Net Change FMSPositive Net Change MEDPNegative Net Change

Sridatri Sarkar

Tempus AI's Strategic Push to Expand Beyond Oncology

TEM extends its AI tools beyond oncology, adding FDA-cleared cardiac and ECG software plus key acquisitions to deepen its diagnostic reach.

NNOXNegative Net Change GEHCNegative Net Change TEMNegative Net Change

Swayta Shah

5 Sales Growth Picks Positioned to Generate Steady Returns

Sales growth shines as a key metric in volatile markets, with VRT, RNR, AEE, CNQ and FDX standing out as solid picks.

AEEPositive Net Change RNRPositive Net Change FDXNegative Net Change CNQNegative Net Change VRTNegative Net Change

Shrabana Mukherjee

3 Homebuilder Stocks to Watch for a 2026 Housing Rebound

GRBK, LEN, and CCS are set to benefit as easing rates and tight supply point to a potential 2026 housing rebound.

LENPositive Net Change CCSNegative Net Change GRBKNegative Net Change