Wednesday, January 7, 2026

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 Micron Technology, Inc. (MU), Roche Holding AG (RHHBY) and UnitedHealth Group Inc. (UNH). 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 >>> ADP Rebounds to +41K, JOLTS & ISM Services After the Open

Today's Featured Research Reports

Micron Technology’s shares have outperformed the Zacks Computer - Integrated Systems industry over the past six months (+186.2% vs. +61.2%). The company is benefiting from the rapidly expanding artificial intelligence (AI)-driven memory and storage markets. The positive impacts of inventory improvement across multiple end markets are driving top-line growth. 

The surging demand for HBM and robust DRAM pricing recovery will aid significant revenue and earnings growth in the coming quarters. Its solid financials, positive free cash flow and strong balance sheet provide the flexibility to invest in growth initiatives while enhancing shareholder value. 

Micron Technology’s long-term customer agreements and expanding AI partnerships reduce volatility and enhance revenue visibility. Nonetheless, rising operating costs and a massive increase in capital expenditure pose a downside risk to Micron’s near-term profitability.

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

Shares of Roche have outperformed the Zacks Large Cap Pharmaceuticals industry over the past six months (+28% vs. +22%). The company’s performance in 2025 was good as high demand for key drugs has offset the decline in sales of legacy drugs. The stellar performances of multiple sclerosis drug Ocrevus and ophthalmology drug Vabysmo maintain momentum for Roche.

Growth in hemophilia treatment Hemlibra and breast cancer drug Phesgo also boosted the top line. Roche is also looking to diversify its portfolio through acquisitions and collaborations in the wake of declining sales from legacy drugs (Avastin, Herceptin, MabThera and Actemra) due to competition from biosimilars. 

The collaboration with Zealand Pharma for its obesity candidate should expand its pipeline. However, pipeline setbacks weigh on the stock. The performance of the Diagnostic division has been disappointing. Roche also made a late entry into the lucrative obesity space.

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

UnitedHealth’s shares have outperformed the Zacks Medical - HMOs industry over the past six months (+16.4% vs. +11.6%). The company has shown steady revenue growth, driven by Optum and UnitedHealthcare. Its strong market position and expansion initiatives, amid rising healthcare demand, support long-term growth. 

Optum remains a key driver via pharmacy services, tech integration and government solutions. Commercial membership also grew, aiding margins despite headwinds in government programs. Cash flow remains strong, with significant shareholder returns. 

However, rising medical costs have pushed MCR to 89.9% in the third quarter, while elevated debt and interest expenses strain financial flexibility. EPS guidance was sharply cut to at least $16, and leadership changes have added further uncertainty. Despite the share price fall over the past year, it is currently overvalued compared to the industry average. As such, the stock warrants a cautious stance.

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

Other noteworthy reports we are featuring today include Western Digital Corp. (WDC), Paychex, Inc. (PAYX) and DexCom, Inc. (DXCM).

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>>>