Friday, November 6, 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 Shell plc (SHEL), Dell Technologies Inc. (DELL) and Amphenol Corp. (APH), as well as a micro-cap stock Versus Systems Inc. (VS). 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 >>> Great Jobs Report. Will It Matter to Market Participants?

Today's Featured Research Reports

Shares of Shell have gained +38% over the year-to-date period against the Zacks Oil and Gas - Integrated - International industry’s gain of +41.1%. The company’s integrated gas business benefits from its LNG network and expansion plans, supporting diversified earnings growth. Refining strength and operational discipline reinforce resilience across market cycles. 

Capital efficiency remains a strength, with returns on invested capital exceeding historical and industry benchmarks, reflecting portfolio optimization and selective reinvestment. Acquisitions and divestments improve resource longevity and portfolio quality. Robust cash flow and free cash flow conversion strengthen financial flexibility, funding dividends, buybacks, debt reduction and growth. 

Disciplined spending and shareholder distributions support investor returns. Favorable valuation and upward earnings revisions add appeal despite commodity volatility. These strengths justify Shell's Outperform recommendation.

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

Dell’s shares have outperformed the Zacks Computer - Micro Computers industry over the year-to-date period (+179.3% vs. +29.8%). The company is benefiting from broad AI and data-center infrastructure demand as customers secure capacity and modernize systems. Its scale across AI servers, traditional compute, storage and commercial PCs supports share gains and expands the opportunity beyond GPU systems. 

Higher Dell IP storage mix and operating leverage are lifting profitability, while a large noncancelable AI backlog and growing enterprise adoption improve longer-term visibility. An aging commercial PC installed base adds a refresh opportunity as budgets normalize. 

Risks include tighter component supply, weak consumer PC demand, lower-margin AI server mix, intense competition, currency volatility and balance-sheet demands. Still, Dell’s execution, portfolio breadth, efficiency gains and expanding infrastructure opportunity support the Outperform view.

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

Shares of Amphenol have outperformed the Zacks Electronics - Connectors industry over the year-to-date period (+10.6% vs. +6.6%). The company is benefiting from expanding demand for high-speed, power and fiber interconnect products, led by AI-related IT datacom programs and supported by defense, commercial air and diversified industrial applications. 

Record orders and positive book-to-bill reinforce demand visibility, while customer commitments help share capacity risk. CommScope is expanding Amphenol’s optical reach and delivering higher sales, margins and earnings accretion than expected. Broad interconnect capabilities, rising electronics content and acquisition execution strengthen its competitive position. 

Operating leverage, cash generation and increased shareholder returns further support our Outperform view. Risks include communications-network weakness, evolving AI architectures, tax exposure and acquisition-related financing costs.

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

Versus Systems’ shares have underperformed the Zacks Internet - Software industry over the year-to-date period (-31.8% vs. -6.9%). This microcap company with a market capitalization of $5.21 million faces growing-concern and persistent uncertainty, as operations still dependent on external funding. Limited customer diversification, heavy reliance on ASPIS, potential shareholder dilution and unproven software commercialization remain risks. 

Sustainable profitability requires validation beyond related-party licensing revenues. The valuation suggests potential upside, but financial uncertainties and execution risks warrant caution. Broader customer adoption, recurring revenues and sustainable cash generation remain critical to a lasting revaluation.

Nevertheless, VS has strengthened its liquidity position through equity financing, regained Nasdaq compliance and reduced operating expenses and cash burn. The renewed ASPIS licensing agreement provides revenue visibility, while platform investments and the Drinkfinger partnership support commercialization opportunities. 

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

Other noteworthy reports we are featuring today include Diamondback Energy, Inc. (FANG), The PNC Financial Services Group, Inc. (PNC) and Willis Towers Watson Public Limited Co. (WTW).

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>>>