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Analyst Blog: Archive

Nilanjan Banerjee

Why XOM's Permian & Guyana Operations Could Drive Long-Term Returns

ExxonMobil's record Permian and Guyana output, reinforced by new Midland acreage, signals strong long-term upstream momentum.

XOMNegative Net Change COPNegative Net Change FANGNegative Net Change

Tirthankar Chakraborty

NVIDIA & 2 Profitable AI Stocks to Buy Now for Big 2026 Gains

NVIDIA, Micron, and Vertiv emerge as top AI picks for next year, backed by strong net income ratios and solid 12-month growth metrics.

MUNegative Net Change NVDANegative Net Change VRTNegative Net Change

Urmimala Biswas

4 PEG-Based GARP Picks Positioned to Offer Consistent Returns

CGAU, CMC, VIST and BAP emerge as PEG-based GARP picks, showcasing discounted valuations and notable long-term growth potential.

CMCNegative Net Change BAPPositive Net Change VISTNegative Net Change CGAUNegative Net Change

Zacks Equity Research

Can Procter & Gamble's $15B Shareholder Return Offset Tariff Headwinds?

PG faces tariff pressures despite cost cuts and price hikes, while strong cash flow supports $15B in fiscal 2026 shareholder returns.

PGPositive Net Change CLPositive Net Change CHDPositive Net Change

Zacks Equity Research

MKTX Sets 2026-2028 Growth Targets, Boosts Share Buybacks

MarketAxess targets 8-9% annual revenue growth from 2026-2028 and authorizes $505 million in share buybacks, including a $300 million ASR.

EFCNegative Net Change MKTXPositive Net Change CBFVPositive Net Change AAMINegative Net Change

Zacks Equity Research

AWK's Unit Expands With the Acquisition of Yerba Buena Water Company

American Water Works' unit, California American Water, further expands its operation in California through the acquisition of Yerba Buena Water Company.

AWKPositive Net Change AWRPositive Net Change MSEXPositive Net Change WTRGPositive Net Change

Zacks Equity Research

Fifth Third Set to Expand Multifamily Lending With Fannie Mae DUS Deal

FITB agrees to acquire Mechanics Bank's DUS business, gaining a $1.8B servicing portfolio as it broadens its multifamily lending reach.

FITBNegative Net Change VRTSPositive Net Change FULTNegative Net Change

Zacks Equity Research

PNC Financial's Arm to Offer Direct Bitcoin Access via Coinbase

PNC's arm rolls out direct bitcoin trading for private-wealthy clients, powered by Coinbase's CaaS to deliver integrated, on-platform digital-asset access.

JPMPositive Net Change CPositive Net Change PNCNegative Net Change

Zacks Equity Research

Should Investors Avoid Alaska Air Stock Post Bearish Q4 Guidance?

We assess the investment worthiness of ALK stock post its updated fourth-quarter 2025 guidance.

DALNegative Net Change LUVPositive Net Change ALKNegative Net Change

Zacks Equity Research

CNI Achieves Robust Grain Performance Record in November

Canadian National posts a record 3.28M tonnes of grain moved in November, marking its third straight monthly high.

CNINegative Net Change SKYWNegative Net Change LTMPositive Net Change

Zacks Equity Research

DELL Gains Traction in AI PC Market: Can It Drive CSG Revenue?

Dell Technologies gains momentum in AI PCs as Windows 11 refresh and rising demand boost CSG growth despite tough competition.

AAPLPositive Net Change HPQNegative Net Change DELLNegative Net Change

Zacks Equity Research

Designer Brands Stock Gains 49% After Posting Q3 Earnings Beat

The DBI stock rallies as Q3 earnings beat estimates despite softer sales, with stronger traffic and improved inventory discipline lifting the results.

BOOTNegative Net Change DBIPositive Net Change FIGSPositive Net Change BIRDNegative Net Change

Zacks Equity Research

VRT Rides on Accelerating Data Center Growth: A Sign for More Upside?

Vertiv stock surges as booming AI-driven data center demand lifts sales, orders, and backlog, with a big liquid-cooling acquisition bolstering its momentum.

SMCINegative Net Change HPENegative Net Change VRTNegative Net Change

Zacks Equity Research

JPMorgan Stock Slides on Warning of Steep 2026 Expense Growth

JPM shares slide after the bank warns that 2026 expenses may surge more than $9B on growth spending, tech investments and inflation pressures.

JPMPositive Net Change CPositive Net Change KEYNegative Net Change

Zacks Equity Research

C3.ai Selected by U.S. Army to Advance AI-Driven Combat Logistics

AI is selected by the U.S. Army RCCTO to boost AI-driven combat logistics as federal bookings surge despite recent stock pressure.

APHNegative Net Change NVDANegative Net Change AINegative Net Change VRTNegative Net Change

Rajani Lohia

Procter & Gamble Drops 11.9% in 3 Months: Buy the Dip or Stay Wary?

PG's slide to fresh lows underscores softening demand and fierce discounting, leaving investors debating whether its premium valuation still holds up.

ULPositive Net Change PGPositive Net Change ACIPositive Net Change BJPositive Net Change

Zacks Equity Research

CASY Q2 Earnings Beat Estimates, Inside Sales Rise Y/Y, FY26 View Up

Casey's posts robust Q2 results, with rising inside sales and fuel margins, as momentum across key categories leads to a raised FY26 outlook.

DDSNegative Net Change BOOTNegative Net Change CASYNegative Net Change BIRDNegative Net Change

Zacks Equity Research

Can Burlington Stores' Expansion Pipeline Accelerate 2026 Growth?

BURL boosts its 2026 expansion plan with 110 net new stores, accelerating growth as strong new-store productivity fuels sales momentum.

AEOPositive Net Change BOOTNegative Net Change FIVEPositive Net Change BURLNegative Net Change

Arghyadeep Bose

RR Stock Soars 114% in 6 Months: Time to Chase or Hold Back?

Richtech Robotics' stock surge highlights its shift to a RaaS model, rising liquidity strength and the mounting dilution risks that investors must weigh.

XPERNegative Net Change RRNegative Net Change AIRJNegative Net Change

Tanuka De

How Lemonade's Investment Income Shapes Its Financial Health

LMND's growing investment income is emerging as a critical driver of its capital-light strategy and long-term growth.

TRVPositive Net Change CBPositive Net Change LMNDNegative Net Change

Zacks Equity Research

WFC to Reshape Its Workforce for AI Era, Signals More Job Cuts in 2026

Wells Fargo signals more job cuts in 2026 as it ramps up AI and cost-saving measures, with severance rising and tech-driven efficiencies reshaping operations.

WFCPositive Net Change BLKNegative Net Change UBSPositive Net Change

Sreeja Deb

AU Stock Soars 266% YTD: What's the Right Strategy for Investors Now?

AngloGold Ashanti's 266% YTD surge is powered by soaring gold output, a strong cash flow and new assets, pushing investors to assess its growth path.

NEMNegative Net Change AUNegative Net Change AEMNegative Net Change

Rajani Lohia

Coca-Cola Stock Rallies 12% in a Year: Wise to Buy or Stay Patient?

KO's steady gains, strong innovation and margin expansion fuel momentum, but its premium valuation keeps investors weighing their next move.

KOPositive Net Change PEPPositive Net Change KDPPositive Net Change ZVIANegative Net Change

Nikita Kataruka

How to Play Pagaya Stock as It Remains Resilient Through Cycles?

PGY's AI-driven, cycle-resilient model, rising volumes and capital flexibility underpin its strong 2025 momentum and attract investor interest.

TREENegative Net Change LCNegative Net Change PGYNegative Net Change

Zacks Equity Research

PLSE Starts Research Work on nPulse Technology to Treat Thyroid Tumor

Pulse Biosciences partners with MD Anderson to study its nPulse technology for treating benign and malignant thyroid tumors upon receiving FDA approval for a first-in-human trial.

ISRGNegative Net Change VCYTPositive Net Change PLSEPositive Net Change AORTNegative Net Change