Research Daily
Today's Must Read
IBM Rides on Solid Hybrid Cloud Demand, AI Traction
Rising AI Spending, Inventory Improvement Aid Micron (MU)
EPD Business Expansion, CGM Leadership Aid Abbott (ABT)
Wednesday, October 29, 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 International Business Machines Corp. (IBM), Micron Technology, Inc. (MU) and Abbott Laboratories (ABT). 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 >>>
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You can read today's AWS here >>> Pre-markets Advance Ahead of FOMC Rate Cut, Mag 7 Earnings
Today's Featured Research Reports
Shares of IBM have gained +57.2% over the past year against the Zacks Computer - Integrated Systems industry’s gain of +74%. The company reported strong third-quarter 2025 results, with adjusted earnings and revenues beating the respective Zacks Consensus Estimate. It is benefiting from a surge in demand for heterogeneous, dynamic and complex infrastructure strategies, which have led firms to undertake a cloud-agnostic and interoperable approach to highly secure multi-cloud management.
IBM is betting big on the Watsonx platform, which is likely to be its core technology platform for AI capabilities. IBM’s focus on quantum technology for solutions to complex problems beyond the reach of classical computing is a tailwind.
However, weakness in its traditional business and foreign exchange volatility remain concerns. Macroeconomic headwinds are worrisome. IBM’s acquisition spree has also escalated integration risks, while its high debt level is burdensome.
(You can read the full research report on IBM here >>>)
Micron’s shares have outperformed the Zacks Computer - Integrated Systems industry over the year-to-date period (+173.4% vs. +88.6%). The company is benefiting from the rapidly expanding artificial intelligence (AI)-driven memory and storage markets. The positive impacts of inventory improvement across multiple end markets are driving top-line growth.
The surging demand for HBM and robust DRAM pricing recovery will aid significant revenue and earnings growth in the coming quarters. Its solid financials, positive free cash flow and strong balance sheet provide the flexibility to invest in growth initiatives while enhancing shareholder value.
Micron’s long-term customer agreements and expanding AI partnerships reduce volatility and enhance revenue visibility. Nonetheless, a slower-than-expected demand recovery in NAND may hurt the overall financial performance. An escalating trade war is another concern.
(You can read the full research report on Micron here >>>)
Shares of Abbott have gained +11.1% over the past year against the Zacks Medical - Products industry’s gain of +31.5%. The company’s strong pipeline continues to open up new opportunities, supporting its 2025 outlook. The Medical Devices arm remains a key growth driver, led by the FreeStyle Libre CGM franchise, including the upcoming dual-analyte sensor integrating glucose and ketone monitoring.
In Diagnostics, Abbott’s Alinity platforms and Point of Care tests are driving growth outside China, even as VBP-related pricing and volume pressures continue to create a drag. Abbott remains optimistic about its biosimilar strategy, which is expected to boost EPD sales.
Within Nutrition, Abbott gains traction, driven by a strong Adult Nutrition and innovation across Ensure and Glucerna brands. Yet, persistent challenges in the Diagnostics, along with tariff impacts, FX fluctuations, and macroeconomic headwinds, continue to weigh modestly on overall growth.
(You can read the full research report on Abbott here >>>)
Other noteworthy reports we are featuring today include Las Vegas Sands Corp. (LVS), 3M Company (MMM) and TC Energy Corp. (TRP).
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>>>


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