Tuesday, October 6, 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 Space Exploration Technologies Corp. (SPCX), Dell Technologies Inc. (DELL) and KLA Corp. (KLAC), as well as two micro-cap stocks, AXIL Brands, Inc. (AXIL) and Optex Systems Holdings, Inc. (OPXS). These research reports have been hand-picked from 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 >>> Pre-Markets Up Following Record Nasdaq Close

Today's Featured Research Reports

SpaceX’s shares have outperformed the Zacks Wireless National industry since going public on June 12, 2026 (+28.4% vs. +13.9%). Per the Zacks analyst, the company benefits from reusable launch technology, Starlink’s growing consumer, enterprise and government reach, and expanding AI infrastructure. Starship and advanced satellite deployment could further strengthen its integrated platform and create additional monetization opportunities.

Key risks include heavy capital requirements and execution challenges across AI compute, satellites, spectrum and Starship.

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

Dell’s shares have outperformed the Computer - Micro Computers industry over the past year (+266.1% vs. +36.3%). The Zacks analyst believes that the company benefits from strong AI infrastructure demand, a broad portfolio spanning servers, storage and PCs, and growing opportunities across neocloud, sovereign and enterprise customers. Its AI backlog, improving efficiency and operating leverage further support growth and profitability.

Yet, risks include component constraints, unfavorable AI mix, intense PC competition, currency volatility and leverage.

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

KLA’s shares have outperformed the Electronics - Miscellaneous Products  industry over the past year (+90.7% vs. +52.7%). The Zacks analyst believes that the company benefits from AI-driven semiconductor demand, rising process-control intensity, advanced packaging opportunities and a growing installed base that supports recurring services revenue. Its differentiated portfolio, operating leverage and share-gain potential strengthen its long-term outlook.

However, risks include semiconductor cyclicality, customer concentration, export controls, competition and component costs.

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

AXIL’s shares have underperformed the Zacks Consumer Products - Staples  industry over the last six months (-13.0% vs. +2.4%). The Zacks analyst believes that the company faces tariff-related pressure and elevated marketing costs, while expanding into new businesses could create risks related to execution and strategic focus. Competition and the challenges of scaling newer initiatives also remain considerations.

AXIL benefits from expanding retail and online distribution, a growing wholesale presence and a diversified revenue base. Marketing services and hair and skin care provide additional growth opportunities and strategic flexibility.

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

Optex Systems’s shares have underperformed the Zacks Aerospace - Defense Equipment industry over the past year (-24.0% vs. -11.2%). The Zacks analyst believes that the company faces margin pressure from higher operating expenses, weak operating cash flow and reliance on U.S. defense customers and procurement cycles. Moderating legacy periscope demand also creates some uncertainty.

Yet, Optex benefits from a strong contracted backlog, growing higher-value optical assembly and advanced sighting programs, and diversified revenue streams. Targeted manufacturing investments could support future growth and operating leverage.

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

Other noteworthy reports we are featuring today include Deere & Co. (DE), Lockheed Martin Corp. (LMT) and Canadian Natural Resources Ltd. (CNQ).

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>>>