Wednesday, July 30, 2025

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), Meta Platforms, Inc. (META) and ServiceNow, Inc. (NOW).  The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.

These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

Ahead of Wall Street

The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens,  attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.

You can read today's AWS here >>> ADP, GDP & FOMC: Alphabet Soup of Market Data

Today's Featured Research Reports

Shares of Apple have underperformed the Zacks Computer - Micro Computers industry over the year-to-date period (-15.7% vs. -14.7%). The company is witnessing weakness in iPhone sales, particularly in China, which is concerning. Increasing regulatory headwinds and tariffs are also a concern for investors.

Nevertheless, Apple is benefiting from strong growth in Services revenues. It now has more than 1 billion paid subscribers across its Services portfolio, more than double what it had four years ago. The expanding content portfolio of Apple TV+ and Apple Arcade helped in driving subscriber growth. Apple expects the June quarter’s (third-quarter fiscal 2025) revenues to grow low to mid-single digits on a year-over-year basis. 

Introduction of Apple Intelligence, an advanced personal intelligence system seamlessly integrated into iOS 18, iPadOS 18 and macOS Sequoia is helping Apple sell more of its devices, including iPhone. 

(You can read the full research report on Apple here >>>)

Meta Platforms’ shares have outperformed the Zacks Internet - Software industry over the year-to-date period (+20.1% vs. +15.9%). The company is benefiting from steady user growth across all regions, particularly Asia Pacific. Increased engagement for its offerings like Instagram, WhatsApp, Messenger and Facebook has been a major growth driver. 

META has been leveraging AI to improve the potency of its platform offerings. These services currently reach more than 3.43 billion people daily. Meta Platforms’ growing footprint among young adults, driven by improving recommendations, boosts its competitive prowess. AI usage is making it a popular name among advertisers. 

This is expected to drive top-line growth. Meta Platforms now expects to invest significantly more over the next few years in developing more advanced models and the largest AI services in the world. However, monetization of these AI services will take considerable time, which is a concern.

(You can read the full research report on Meta Platforms here >>>)

Shares of ServiceNow have outperformed the Zacks Computers - IT Services industry over the past year (+20.8% vs. +0.4%). The company has been benefiting from the rising adoption of its workflows by enterprises undergoing digital transformation. In second-quarter 2025, NOW had 11 deals greater than $5 million in net new ACV and closed 89 deals greater than $1 million in net new ACV. Gen AI deals continue to gain traction. 

NOW is extensively leveraging AI and machine learning technologies to boost the potency of its solutions. The AI Pro Plus deal count, including ITSM, CSM and HR, was up more than 50% sequentially, with 21 deals including 5 or more Now Assist products. 

ServiceNow is riding on an expanding partner base and acquisitions. However, NOW notes challenges, including U.S. federal agencies navigating tightening budgets and evolving mission demands.

(You can read the full research report on ServiceNow here >>>)

Other noteworthy reports we are featuring today include Eni S.p.A. (E), Sempra (SRE) and Pure Storage, Inc. (PSTG).

Mark Vickery
Senior Editor

Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>