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Research Daily

Mark Vickery

Top Research Reports for Texas Instruments, Linde & BHP

TXN BHP LIN LARK SELF SPOT VRT SYM

Trades from $3

Friday, May 22, 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 Texas Instruments Inc. (TXN), Linde plc (LIN) and BHP Group Ltd. (BHP), as well as two micro-cap stocks Landmark Bancorp, Inc. (LARK) and Global Self Storage, Inc. (SELF). 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 >>> Pre-Markets Up to Finish the Week Ahead of Memorial Day

Today's Featured Research Reports

Texas Instruments’ shares have outperformed the Zacks Semiconductor - General industry over the past six months (+95.2% vs. +30.2%). The company is benefiting from solid data center demand, which is boosting its prospects in the enterprise systems market. A sustained focus on expanding its product portfolio across the Analog and Embedded Processing segments helps capture market share. 

Texas Instruments’ deepening focus on internal manufacturing and advanced technology infusion is another positive. Its robust cash flows and aggressive shareholder return policies instill confidence in its long-term prospects. 

However, its overall growth might be impacted by a slow recovery in the industrial market as customers are cautiously spending amid ongoing macroeconomic uncertainties. Rising manufacturing costs and the growing tech war between the United States and China are other concerns. Our model estimates indicate that revenues are likely to witness a CAGR of 12.1% through 2026-2028.

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

Shares of Linde have outperformed the Zacks Chemical - Specialty industry over the past six months (+28.5% vs. +12.7%). The company is a leading industrial gas supplier serving energy, healthcare, manufacturing, metals and electronics markets through long-term contracts with minimum purchase commitments that support stable cash flows during downturns. 

LIN has a $9.9B project backlog, including $7.1B of long-term Sale of Gas projects, providing durable earnings visibility and double-digit returns. Management expects operating margins to expand above its traditional 40–60 basis-point range via cost controls, automation and AI-driven efficiency initiatives. LIN reported strong first-quarter 2026 earnings on higher pricing and incremental project start-ups. 

However, Linde faces pressure in EMEA from weak industrial activity, softer chemicals demand, geopolitical disruptions and policy uncertainty, which could reduce volumes, delay investments and weigh on profitability.

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

BHP’s shares have outperformed the Zacks Mining - Miscellaneous industry over the past six months (+61.8% vs. +39.1%). The company remains a high-quality diversified miner with leadership in iron ore and growing leverage to copper and potash, supported by low-cost operations and disciplined capital allocation. Recent updates point to resilient iron ore volumes despite weather disruption, strong execution at Escondida and Copper South Australia. 

BHP’s strategic shift toward future-facing commodities like copper and potash positions it well to benefit from global decarbonization and trends. Strong cash generation, efforts to lower debt and portfolio actions support funding flexibility. 

However, weak steel demand, commodity price volatility and cost pressures in parts of the footprint remain headwinds. Large project delivery and capital intensity at Jansen, along with the suspended nickel business and regulatory uncertainty in Australia, remain key risks. 

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

Shares of Landmark Bancorp have gained +5.9% over the past six months against the Zacks Financial - Savings and Loan industry’s gain of +17.9%. This microcap company with a market capitalization of $170.37 million benefits from a diversified community banking franchise across Kansas and Missouri, supporting balanced exposure to residential, commercial, agricultural, and municipal lending markets. 

The company is strengthening profitability through disciplined deposit pricing, improved loan yields, and expansion in net interest margin, creating a more resilient earnings profile. Credit quality remains manageable with stable reserves and limited charge-offs despite modest increases in delinquencies. Capital levels and tangible book value continue to improve, supported by consistent earnings generation and a long history of dividend payments.

Management is also enhancing funding flexibility by emphasizing core relationship deposits while reducing reliance on brokered funding. In addition, liquidity management and active securities portfolio positioning help mitigate interest-rate volatility.

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

Global Self Storage’s shares have gained +6.8% over the past six months against the Zacks REIT and Equity Trust - Other industry’s gain of +11.9%. This microcap company with a market capitalization of $59.51 million has its investment thesis centered on targeting underserved secondary and tertiary markets, where supply growth is more rational and competition is lower than in major metropolitan areas. 

Global Self Storage’s focus on operational efficiency, customer retention and technology-enabled revenue management has supported strong occupancy and recurring cash-flow generation. Growth opportunities remain tied to selective acquisitions, JVs and redevelopment initiatives that can expand earnings without significant development risk. 

Investors should monitor margin pressure from rising labor and property-tax costs, which have recently limited profitability. SELF’s small scale also increases sensitivity to localized fluctuations. Current valuation levels suggest the market is discounting concerns around scale and margins, though continued growth could support upside and dividends.

(You can read the full research report on Global Self Storage here >>>)

Other noteworthy reports we are featuring today include Vertiv Holdings Co (VRT), Spotify Technology S.A. (SPOT) and Symbotic Inc. (SYM).

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>>>

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