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Research Daily

Mark Vickery

Top Analyst Reports for Berkshire Hathaway, Thermo Fisher & T-Mobile

MDT PM BRK.B TMO TMUS SQ

Trades from $3

Monday, April 12, 2021

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 (BRK.B), Thermo Fisher Scientific (TMO), and T-Mobile US (TMUS). 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 >>>

Shares of Berkshire Hathaway have outperformed the Zacks Insurance - Property and Casualty industry over the past year (+41.7% vs. +30.5%). The Zacks analyst believes that continued insurance business growth fuels increase in float, drive earnings and generates maximum return on equity.

Berkshire's inorganic growth story remains impressive with strategic acquisitions. A strong cash position supports earnings-accretive bolt-on buyouts and indicates the company's financial flexibility. The non-insurance businesses are delivering improved results with increased revenues over the past few years.

A sturdy capital level provides further impetus. However, exposure to catastrophe loss induces earnings volatility and also affects the property and casualty underwriting results of Berkshire. Huge capital expenditure remains a headwind for the company.

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

Thermo Fisher’s shares have gained +2% over the last six months against the Zacks Medical Instruments industry’s loss of -1%. The Zacks analyst believes that several takeovers including Advanced Bioprocessing buyout from BD and Patheon have helped Thermo Fisher expand its inorganic growth profile.

In terms of end market, pharma and biotech registered growth on robust performance in bioproduction and pharma services in the fourth quarter of 2020. In diagnostics and healthcare, the company experienced exceptionally high demand for COVID-19 testing.

A strong capital structure looks encouraging. However, the coronavirus outbreak has massively disrupted the global supply chain. Foreign currency fluctuations and competitive landscape are major downsides.

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

Shares of T-Mobile have gained +1.3% in the past three months against the Zacks National Wireless industry’s gain of +2.6%. The Zacks analyst believes that T-Mobile operates in a fiercely competitive and almost saturated U.S. telecom market. Also, several promotional activities to lure customers from rivals hurt its profitability.

However, the wireless carrier is confident of its ability to build the largest and fastest 5G network in the United States. Its Extended Range 5G covers 287 million people across 1.6 million square miles. It also covers 125 million people with Ultra Capacity 5G and is on track to reach 200 million by the end of 2021.

T-Mobile is considered the leader with the most Android smartphone customers in the country. It is expanding its Home Internet pilot extensively while preparing to launch the 5G Home Internet service.

(You can read the full research report on T-Mobile here >>>)

Other noteworthy reports we are featuring today include Medtronic (MDT), Philip Morris International (PM) and Square (SQ).

These Stocks Are Poised to Soar Past the Pandemic

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Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.

See the 5 high-tech stocks now>>

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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