Monday, October 5, 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), RTX Corp. (RTX) and Marvell Technology, Inc. (MRVL), as well as two micro-cap stocks, Air T, Inc. (AIRT) and GSI Technology, Inc. (GSIT). These research reports have been hand-picked from 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 Down a Tad Following Last Week’s Gains

Today's Featured Research Reports

Texas Instruments’ shares have outperformed the Zacks Semiconductor - General industry over the past year (+61.6% vs. +34.2%). Per the Zacks analyst, the company is benefiting from broadening demand across industrial, data center and automotive markets. Its analog and embedded franchises, internal manufacturing, expanding capacity and CHIPS Act support strengthen long-term growth and supply control. The Silicon Labs acquisition further enhances connectivity capabilities.

However, risks include elevated debt, geopolitical and trade exposure, intense competition, seasonality and higher manufacturing costs.

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

RTX’s shares have outperformed the Aerospace - Defense industry over the past year (+9.5% vs. -19.6%). The Zacks analyst believes that the company benefits from commercial aerospace recovery, strong defense demand and a robust backlog. Rising air traffic, OEM and aftermarket sales and engine demand support growth, while strong defense bookings provide further stability.

Yet, supply-chain disruptions and aircraft engine availability could constrain production and deliveries. Tariff uncertainty and Russia-related sanctions also pose operational risks.

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

Marvell’s shares have outperformed the Electronics - Semiconductors  industry over the past year (+206.2% vs. +41.4%). The Zacks analyst believes that the company is benefiting from strong AI-driven data center demand, with custom silicon, interconnect, switching and optics supporting growth. Its expanded NVIDIA partnership and recent acquisitions strengthen its position in hyperscaler infrastructure, while communications demand is recovering.

Yet, profitability remains sensitive to product mix, and the business is concentrated among a limited number of customers. Export controls, tariffs and overseas shipments pose risks, while intense competition could pressure demand and margins.

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

Air T’s shares have outperformed the Zacks Transportation - Air Freight and Cargo industry over the last six months (+29.9% vs. -12.0%). The Zacks analyst believes that the company benefits from a diversified aviation platform, improving ground-support profitability, recurring digital revenues, stable cargo operations and expanding asset management. Rex and broader aftermarket and MRO capabilities offer additional growth opportunities.

Risks include Rex fleet restoration, integration challenges, FedEx concentration, weaker digital operations and higher financial obligations. Cash flow and earnings visibility remain concerns.

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

GSI’s shares have underperformed the Zacks Computer - Storage Devices  industry over the past year (+16.4% vs. +270.0%). The Zacks analyst believes that the company faces risks from early-stage commercialization of its Gemini-II APU and lengthy defense procurement cycles that could delay adoption. Dependence on a single foundry and evolving export controls and AI regulations may also constrain growth.

However, the company’s compute-in-memory architecture enables low-latency, power-efficient AI processing for drones, robotics and autonomous systems. Government contracts and customer deployments provide validation, while its SRAM business and strong balance sheet offer flexibility.

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

Other noteworthy reports we are featuring today include Welltower Inc. (WELL), UBS Group AG (UBS) and Ross Stores, Inc. (ROST).

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>>>