Tuesday, August 4, 2026

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 Berkshire Hathaway Inc. (BRK.B), Micron Technology, Inc. (MU) and Oracle Corp. (ORCL). 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 >>> Big Q2 Earnings Morning, Pre-Markets Up on Iran Hopes

Today's Featured Research Reports

Shares of Berkshire Hathaway have gained +2.1% over the year-to-date period against the Zacks Insurance - Property and Casualty industry’s gain of +4.3%. The company is one of the largest property and casualty insurance companies with numerous diverse business activities. A strong cash position supports earnings-accretive bolt-on buyouts and is indicative of its financial flexibility. 

Continued insurance business growth fuels an increase in float, drives earnings and generates maximum return on equity. The non-insurance businesses have also been doing well in the last few years. The insurer has also started increasing its investment in Japan. A sturdy capital level provides further impetus. 

However, exposure to cat loss affects underwriting results. Huge capital expenditure remains a headwind. Also, it remains to be seen how the behemoth fares when Greg Abel succeeds Warren Buffett as CEO of Berkshire.

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

Micron’s shares have outperformed the Zacks Computer - Integrated Systems industry over the year-to-date period (+190.8% vs. +92.8%). The company is benefiting from AI-driven demand for memory and storage, tighter DRAM and NAND supply and a richer mix of HBM, data center SSD and high-capacity products. Record third-quarter fiscal 2026 results, a stronger fourth-quarter outlook and durable strategic customer agreements support higher revenue visibility, cash flow and margins. 

Micron’s cash generation and net cash balance provide flexibility to fund capacity additions while enhancing shareholder value. The company is also widening its data center, automotive, robotics and edge AI opportunities as memory becomes more strategic to system performance. 

However, rising operating expenses, elevated capital spending, greenfield ramp-up costs and trade risks could weigh on profitability if demand or pricing weakens.

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

Shares of Oracle have underperformed the Zacks Computer - Software industry over the year-to-date period (-26.5% vs. -6.2%). The company’s competition from hyperscalers remains intense, potentially pressuring margins. The ongoing transition from license revenue to subscription models creates near-term earnings volatility. Q1 fiscal 2027 guidance indicates total revenue growth of 27-29%, but execution risks around data center capacity expansion and funding requirements warrant monitoring.

Nevertheless, Oracle’s cloud infrastructure business demonstrates accelerating revenue growth, supported by strategic partnerships and competitive pricing that attract enterprise workload migrations. 

AI-optimized database capabilities provide technological differentiation, while record fiscal 2026 operating cash flow of $32 billion enables sustained infrastructure investments. The integrated solutions strategy strengthens customer retention and drives cross-selling opportunities.

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

Other noteworthy reports we are featuring today include Capital One Financial Corp. (COF), Simon Property Group, Inc. (SPG) and Target Corp. (TGT).

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>>>