Monday, July 17, 2017
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 Amazon
AMZN, Alibaba BABA and Visa V. 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 >>> Amazon’s shares have outperformed the broader market in the year-to-date period (the stock is up +33.6% vs. the +10% gain for the S&P 500 as a whole). The Zacks analyst likes the company’s solid loyalty system in Prime and its FBA strategy, and content addition continues to add selection to Prime memberships.
Amazon recently announced that its Prime Day ’17 was a massive hit, with sales surpassing that of last year’s Cyber Monday and Black Friday. Also, Amazon Web Services (AWS) generates much higher margins than retail, so it has a very positive impact on Amazon’s profitability. Devices and IoT is also a potential growth area. However, Prime saturation in the U.S. market and competition in online retail remains concern.
. ) read the full research report on Amazon here >>>
Shares of Strong Buy-rated
Alibaba have outperformed the broader market as well as the peer e-commerce space over the last year (it is up more than +83.7%), with the trend expected to remain in place given continued growth in its core e-commerce business and growing cloud computing services.
The Zacks analyst likes the company’s dominance in China's mobile commerce market, efforts to develop new products, international growth opportunities, strong financial position and growing cloud computing services. On the flip side, the need for continued infrastructure investments, growing competition and increasing competition from Tencent Holdings and Baidu remain major overhangs.
. ) read the full research report on Alibaba here >>>
Visa’s shares have outperformed the Zacks Financial Transaction Services industry as well as MasterCard in the year-to-date period (Visa is up +24.4% vs. +23.2% gain for MA and +20.1% for the industry). Driving this momentum is the acknowledgement that Visa's brand, global network, and leading market share position it to be a key beneficiary of the secular global shift to electronic transactions.
Initial concerns about a changing competitive landscape, large on account of new payment options, have also started receding. The company's strong results in recent quarters reflect this favorable backdrop. On the flip side, forex volatility, increased client incentives and global economic uncertainty are some of the headwinds.
. ) read the full research report on Visa here >>>
Other noteworthy reports we are featuring today include Alphabet (
GOOGL Quick Quote GOOGL - Free Report) , Infosys INFY and Sprint S. Long-Term Buys You Won't See in the News New Zacks Rank #1 Strong Buys are likely to be far outpace the broader market for the next 60-90 days. If you prefer investing for maximum long-term profits, you’ll want to see which stocks Zacks experts are sharing with our private members. These moves have double and triple-digit profit potential and are rarely available to the public. Starting now, you can look inside our stocks under $10, home run and value stock portfolios, plus more. Want a peek at this private information? Click here >>
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 and Earnings Trends reports. If you want an email notification each time Sheraz publishes a new article, please Earnings Preview click here >>>