Wednesday, July 3, 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 Apple Inc. (AAPL), Oracle Corp. (ORCL) and The Goldman Sachs Group, Inc. (GS), as well as a micro-cap stock Precipio, Inc. (PRPO). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.

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 >>> Jobs Numbers Bring a Sigh of Relief: +147K

Today's Featured Research Reports

Shares of Apple have declined -3.7% over the past year against the Zacks Computer - Micro Computers industry’s decline of -4%. The company is benefiting from strong growth in Services revenues. It now has more than 1 billion paid subscribers across its Services portfolio, more than double what it had four years ago. 

The expanding content portfolio of Apple TV+ and Apple Arcade helped in driving subscriber growth. Apple expects the June quarter’s (third-quarter fiscal 2025) revenues to grow low to mid-single digits on a year-over-year basis. Introduction of Apple Intelligence, an advanced personal intelligence system seamlessly integrated into iOS 18, iPadOS 18 and macOS Sequoia is helping Apple sell more of its devices including iPhone. 

However, weakness in iPhone sales, particularly in China, is a concern. Increasing regulatory headwinds and tariffs are potentially problematic for investors.

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

Oracle’s shares have outperformed the Zacks Computer - Software industry over the year-to-date period (+38.9% vs. +15.4%). The company reported solid fourth-quarter fiscal 2025 results, wherein earnings and revenues beat estimates. Revenues were driven by continued momentum from its Oracle Cloud Infrastructure business, including from winning cloud-computing contracts from AI-focused startups. 

ORCL’s continued investment in cloud infrastructure positions it well for sustained growth in the dynamic software industry. Its partnership with Amazon for Oracle Database@AWS and general availability of Oracle Database@Google bodes well. Oracle’s Gen 2 Cloud is driving artificial intelligence clientele. Its share buybacks and dividend policy are noteworthy. 

However, higher spending on product enhancements, toward the cloud platform amid increasing competition in the cloud domain is likely to limit margin expansion.

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

Shares of Goldman Sachs have outperformed the Zacks Financial - Investment Bank industry over the past year (+56.2% vs. +41.5%). The company cleared the 2025 Fed stress test and plans to raise its dividends. Its refocus on the core strengths of investment banking (IB) and trading businesses through restructuring initiatives will boost its presence in the overseas markets.

Goldman Sachs’ decent cash levels and solid credit profile will support capital distribution activities. Further, its earnings surpassed the estimates in each of the trailing four quarters. Moreover, its strategic acquisitions and expansion in the private equity credit line will help diversify the fee-revenue base. Its earnings beat estimates in the trailing four quarters.

However, given the current geopolitical concerns, the company’s high dependence on overseas revenues is worrisome. Rising expenses may limit its bottom-line growth.

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

Precipio’s shares have outperformed the Zacks Medical Info Systems industry over the past year (+125.9% vs. +37.3%). This microcap company with a market capitalization of $17.08 million has seen its pathology division continue to scale profitably, surpassing $1.3 million per month revenue for two straight quarters and expanding gross margins to 42%, enabling self-funded R&D. MolDx approval for NGS testing unlocks new Medicare reimbursements, boosting cash flow.

The Products division, although flat, is poised for growth with new panels, margin gains (51% vs. 37%), and easing FDA Laboratory Developed Tests (LDTs) headwinds. Operational cash use declined to $44,000 in first-quarter 2025, improving EBITDA and enabling dilution-free growth. 

Yet liquidity remains fragile, onboarding delays persist, and distributor dependence compresses margins. With a limited salesforce, regulatory exposure and customer concentration risks, execution and funding remain critical. Precipio’s valuation suggests a potential value upside if scalability improves.

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

Other noteworthy reports we are featuring today include Costco Wholesale Corp. (COST), Cadence Design Systems, Inc. (CDNS) and The Travelers Companies, Inc. (TRV).

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>>>