Monday, July 13, 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 SAP SE (SAP), UBS Group AG (UBS) and Cadence Design Systems, Inc. (CDNS), as well as two micro-cap stocks Village Super Market, Inc. (VLGEA) and Medalist Diversified, Inc. (MDRR). 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 >>> Q2 Earnings & Inflation Numbers to Inform Trading Week

Today's Featured Research Reports

Shares of SAP have underperformed the Zacks Computer - Software industry over the past year (-46.6% vs. -27.5%). The Middle East conflict and broader macroeconomic and geopolitical uncertainty remain headwinds for the company. Despite these risks, it reaffirmed its full-year 2026 guidance, including 23-25% cloud revenue growth at cc to €25.8-€26.2 billion. Software support revenue is likely to decline faster as more customers shift to the cloud.

Nevertheless, SAP’s performance hinges on its high-growth cloud business, expanding margins, AI-driven differentiation and strong capital returns. Public cloud orders are gaining momentum, making up a major chunk of its quarterly volume, while SAP continued to gain market share against best-of-breed software vendors.

SAP expects AI-driven consumption models to lead cloud revenue growth by 2030. Rapid uptake of Rise with SAP and Grow with SAP solutions is aiding sales while SAP Business AI, Business Data Cloud and Sovereign Cloud are gaining solid traction.

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

UBS’ shares have outperformed the Zacks Banks - Foreign industry over the past year (+46.8% vs. +46.4%). The company’s earnings surpassed estimates in all the trailing four quarters. After completing the migration of former Credit Suisse clients, it remains on track to complete the integration by 2026, targeting nearly $13.5 billion in gross cost savings. 

The strategic partnership with MSCI is expected to strengthen its private markets capabilities and client solutions. Net interest income (NII) growth and a strong capital position will support top-line growth. 

However, elevated digital infrastructure and integration costs remain a concern. Despite progress in resolving Credit Suisse’s legacy issues, litigation and regulatory uncertainty may still pressure earnings. Its high debt/equity ratio raises concerns about capital distribution sustainability.

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

Shares of Cadence have outperformed the Zacks Computer - Software industry over the past year (+20.7% vs. -27.5%). The company’s top line performance is benefiting from higher design complexity and rising customer spend on AI-driven automation. Amid rapid AI proliferation, the Cadence.ai portfolio has been gaining strength and the new product launches (like AgentStack along with ChipStack, ViraStack and InnoStack AI Super Agents) are expected to aid in sustaining the momentum. 

The hardware systems continue to gain traction from AI, HPC, robotics and automotive companies. The inorganic strategy is the calculated execution of its Intelligent System Design vision. Backlog stood at $8 billion. 

Management now expects 2026 revenues to be between $6.125-$6.225 billion compared with $5.3 billion in 2025. Offsetting these positives, the Hexagon D&E acquisition is expected to be dilutive to the 2026 bottom line.

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

Village Super Market’s shares have outperformed the Zacks Retail - Supermarkets industry over the past year (+20% vs. +17.5%). This microcap company with a market capitalization of $637.55 million sees its long-term outlook supported by a robust investment cycle focused on larger replacement stores, remodels, merchandising initiatives and technology upgrades that should expand selling capacity, improve productivity and sustain revenue growth. 

Healthy same-store sales, new store openings and continued expansion projects provide additional growth visibility. Strong operating cash flow enables the company to fund capital investments, reduce debt and maintain consistent dividend payments without relying heavily on external financing, while lower interest expenses and disciplined debt management further improve earnings quality and financial flexibility. 

However, risks include persistent margin pressure from higher promotional, warehouse, labor and operating costs, significant dependence on Wakefern for merchandise and services. The stock trades at a meaningful discount to peers on EV/sales. 

(You can read the full research report on Village Super Market here >>>)

Shares of Medalist Diversified have gained +4.6% over the past year against the Zacks REIT and Equity Trust - Other industry’s gain of +14.1%. This microcap company with a market capitalization of $18.25 million is transitioning from a traditional REIT to an asset-light DST sponsor, with fee income expected to replace property ownership as its primary earnings driver. 

The inaugural Tesla Pensacola DST validates the strategy, though monetization remains early and near-term results reflect launch costs rather than recurring fees. Asset sales have strengthened liquidity, reduced debt and improved flexibility, while the remaining portfolio is concentrated in high-occupancy, net-lease assets with strong tenant credit profiles. 

Yet execution risk remains elevated until DST fundraising scales and fee income become recurring. Dividend sustainability depends on improving operating cash flow rather than one-time asset gains. The valuation suggests investors remain skeptical of the transition, leaving meaningful upside if MDRR successfully scales recurring DST fee income.

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

Other noteworthy reports we are featuring today include Agnico Eagle Mines Ltd. (AEM), TE Connectivity plc (TEL) and Bayer Aktiengesellschaft (BAYRY).

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>>>