Monday, May 12, 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 Texas Instruments Inc. (TXN), The Boeing Co. (BA) and NextEra Energy, Inc. (NEE). 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 >>> U.S.-China De-escalation: Markets Rip Higher

Today's Featured Research Reports

Texas Instruments’ shares have outperformed the Zacks Semiconductor - General industry over the year-to-date period (+1.1% vs. -12.4%). The company is benefiting from solid data center demand, which is boosting its prospects in the enterprise systems market. Sustained focus on expanding its product portfolio across the Analog and Embedded Processing segments helps in capturing market share.

Texas Instruments’ deepening focus on manufacturing and advanced technology infusion is another positive. The Zacks analyst model estimates indicate that revenues will grow at a CAGR of 8.69% through 2025-2027. Its robust cash flows and aggressive shareholder return policies instill confidence in its long-term prospects.

However, cyclical downturn and pressure from underutilized manufacturing capacity are likely to continue hurting the Embedded Processing division’s performance in the near term. Rising manufacturing costs and the growing tech war between the United States and China are other concerns.

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

Shares of Boeing have outperformed the Zacks Aerospace - Defense industry over the past six months (+38.8% vs. +2.9%). The company ended the first quarter of 2025 on a solid note, with both its earnings and revenues surpassing their respective Zacks Consensus Estimate. Boeing remains the largest U.S. aircraft manufacturer in the commercial aerospace sector.

Soaring air travel is boosting the company’s jet service business unit. The outlook for its defense business also remains optimistic, buoyed by strengthening U.S. defense budget provisions. However, the shortage of skilled labor continues to pose a threat to aerospace-defense manufacturers like Boeing.

Trade tensions between the United States and China may cause Boeing to be unsuccessful in the timely delivery of its 737 jets and thereby hurt its operational performance.  Supply-chain challenges also pose a threat to this stock.   

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

NextEra Energy’s shares have underperformed the Zacks Utility - Electric Power industry over the past year (-2.7% vs. +15.8%). The company’s first-quarter earnings were better than expected. Due to the nature of business, the company is subject to complex rules and regulations. Risks in operating nuclear power-based generation units, unfavorable weather conditions and increasing supply costs can adversely impact earnings.

Nevertheless, NextEra Energy continues to expand its operations through organic projects and acquisitions. NextEra will add more renewable projects to its portfolio and has 27.7 GW of renewable projects in backlog. Florida’s improving economy is boosting its subsidiary Florida Power & Light Company’s customer base.

NextEra has ample liquidity to meet its short-term debt obligations. The company’s consistent investment is helping it to strengthen and expand operations.

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

Other noteworthy reports we are featuring today include Trane Technologies plc (TT), Alcon Inc. (ALC) and NVR, Inc. (NVR).

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>>>