Wednesday, November 5, 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 Tesla, Inc. (TSLA), BlackRock, Inc. (BLK) and Welltower (WELL). 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 Rebounds to +42K, Plus Q3 Earnings from MCD & more

Today's Featured Research Reports

Tesla’s shares have outperformed the Zacks Automotive - Domestic industry over the past year (+53.9% vs. +46.4%). The company set a new delivery record in Q3, but much of it came from buyers rushing to claim the expiring $7,500 EV tax credit. With incentives withdrawn and competition from Chinese EV makers intensifying, Q4 deliveries are expected to drop. 

Sales are falling across key markets, with Europe leading the downturn. Automotive margins are expected to be under pressure. Still, there are a few bright spots. The Energy Generation & Storage unit is thriving, and the Supercharger network continues to expand. 

Tesla’s robotaxi service, launched in Austin in June, has been expanded to California, Nevada and Arizona. The company’s big pivot into artificial intelligence (AI), autonomous driving and robotics bode well but these projects could take years to yield meaningful results. For now, we are cautious on the stock.

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

Shares of BlackRock have outperformed the Zacks Financial - Investment Management industry over the past year (+5% vs. -10.3%). The company’s third-quarter 2025 results were aided by higher revenues. Strategic acquisitions, like that of ElmTree Funds, aimed at boosting presence in lucrative alternatives and private equity assets, alongside product diversification, will support top-line and assets under management (AUM) growth. 

The Zacks analyst projects revenues and AUM to witness a CAGR of 14% and 14.8%, respectively, by 2027. Its continued focus on the active equity business is impressive. A solid balance sheet, alongside earnings strength, will keep capital distributions sustainable. 

However, elevated expenses may hurt profitability. The Zacks analyst project total expenses to rise 26.4% this year. The company’s significant reliance on overseas revenues exposes it to geopolitical tensions and diverse regulatory environments.

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

Welltower’s shares have outperformed the Zacks REIT and Equity Trust - Other industry over the past year (+40.5% vs. +0.3%). The company boasts a well-diversified portfolio of healthcare real estate assets in the key markets of the United States, Canada and the U.K. Given an aging population and an expected rise in senior citizens’ healthcare expenditures, its senior housing operating portfolio is well-poised to experience solid demand. 

Welltower’s third-quarter 2025 results reflected a year-over-year rise in total portfolio same-store net operating income (SSNOI). The outpatient medical (OM) segment is expected to gain from the favorable outpatient visit trends in the near term. Its strategic restructuring initiatives have enabled it to attract top-class operators and improve cash flows. 

However, competition in the senior housing market and tenant concentration in the triple-net portfolio raise concerns. Substantial debt burden and high interest expenses adds to its woes.

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

Other noteworthy reports we are featuring today include Electronic Arts Inc. (EA), FirstEnergy Corp. (FE) and Cheniere Energy Partners, L.P. (CQP).

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>>>