Wednesday, September 24, 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 Broadcom Inc. (AVGO), Oracle Corp. (ORCL), and Cisco Systems, Inc. (CSCO), as well as a micro-cap stock United-Guardian, Inc. (UG). 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 >>>

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 Modestly Higher Ahead of Late-Week Reports

Today's Featured Research Reports

Broadcom’s shares have outperformed the Zacks Electronics - Semiconductors industry over the past year (+93.1% vs. +51.1%). Broadcom is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy. Its AI segment benefits from custom accelerators and advanced networking technology that support large-scale AI deployments with improved performance and efficiency. 

However, gross margins in the fiscal fourth quarter are expected to contract sequentially. High debt level is a headwind.

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

Shares of Oracle have outperformed the Zacks Computer - Software industry over the past year (+85.2% vs. +20.2%). Oracle reported first-quarter fiscal 2026 results with total revenue of $14.9 billion, up 12% year-over-year. Cloud revenue grew 28% to $7.2 billion, driven by infrastructure demand. The standout metric was remaining performance obligations (RPO) surging 359% to $455 billion after signing four multi-billion-dollar contracts with three customers.

The company expects $35 billion in capital expenditures for fiscal 2026, primarily for revenue-generating equipment to support massive cloud infrastructure expansion.

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

Cisco’s shares have slightly underperformed the Zacks Computer - Networking industry over the past year (+27.8% vs. +27.9%). Cisco’s business model has evolved with subscription revenues accounting for more than half of its total revenues. An increase in recurring revenue base bodes well for investors. Splunk's 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.

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. 

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

United-Guardian’s shares have underperformed the Zacks Medical-Products industry over the past year (-49.3% vs. +0.6%). The company’s risks include high customer concentration, tariff exposure, and modest R&D spending, limiting pipeline momentum. Profitability pressure from SG&A and investment income decline also warrants monitoring.

However, UG’s first-quarter 2025 performance highlights resilient margin control and strategic diversification amid a 24% revenue decline. Pharmaceutical sales rose 23%, and medical lubricants grew 43%, offsetting cosmetic ingredient headwinds from temporary inventory overhang in China.

(You can read the full research report on United-Guardian here >>>)

Other noteworthy reports we are featuring today include AT&T Inc. (T), Moderna, Inc. (MRNA) and The Kroger Co. (KR).

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>>>