Friday, August 22, 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 NVIDIA Corp. (NVDA), Cisco Systems, Inc. (CSCO) and Linde plc (LIN). 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 >>> What to Expect from Fed Chair Powell's Jackson Hole Speech

Today's Featured Research Reports

NVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the year-to-date period (+29.5% vs. +28.6%). The company is benefiting from the strong growth of artificial intelligence (AI) and high-performance, accelerated computing. The growing demand for generative AI and large language models using graphic processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues. 

The continued ramp-up of Ada RTX GPU workstations in the ProViz end market, following the normalization of channel inventory, is acting as a tailwind. Collaborations with more than 320 automakers and tier-one suppliers are likely to advance its presence in the autonomous vehicle space. 

The Zacks analyst expect NVIDIA’s revenues to witness a CAGR of 29% through fiscal 2026-2028. However, a limited supply of Blackwell GPUs could hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins.

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

Shares of Cisco have outperformed the Zacks Computer - Networking industry over the year-to-date period (+16.1% vs. +15.1%). The company’s business model has evolved with subscription revenues accounting for more than half of its total revenues. Increase in recurring revenue base bodes well for investors. Splunk acquisition enhances its recurring revenue base. 

The buyout significantly expands Cisco’s portfolio of software-based solutions, contributing more than $4 billion in ARR and makes it one of the largest software companies in the world. The launch of AI-powered Hypershield, which combines security and networking, strengthened Cisco’s security portfolio. 

However, it has been suffering from sluggish networking sales, primarily due to lackluster demand from telecommunication and cable services providers, as well as stiff competition. Cisco’s prospects are further challenged in the AI-driven networking space due to stiffening competition.

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

Linde’s shares have outperformed the Zacks Chemical - Specialty industry over the year-to-date period (+16.2% vs. +8.4%). The company remains a dominant player in the industrial gas sector, delivering strong financial performance with consistent EPS growth, disciplined capital allocation, and industry-leading margins.

Linde’s record $10.3 billion backlog ensures long-term revenue stability, while sustainability initiatives position it as a leader in low-carbon energy solutions. Strategic investments in high-return projects and small on-site contracts further reinforce its competitive edge. 

However, foreign exchange headwinds, softening industrial demand in Europe & China, and regulatory uncertainties pose challenges. Also, slower growth in healthcare impacts diversification efforts. Despite these risks, LIN's strong execution, efficiency improvements, & long-term contracts position it well for sustained profitability & resilience in fluctuating market conditions.

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

Other noteworthy reports we are featuring today include Pfizer Inc. (PFE), Aflac Inc. (AFL) and Western Digital Corp. (WDC).

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>>>