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The Zacks Analyst Blog Highlights: Mastercard, Linde, Lam Research, Marvell Technology and IDEXX Laboratories
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For Immediate Release
Chicago, IL – November 9, 2021 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Mastercard Incorporated (MA - Free Report) , Linde plc (LIN - Free Report) , Lam Research Corporation (LRCX - Free Report) , Marvell Technology, Inc. (MRVL - Free Report) and IDEXX Laboratories, Inc. (IDXX - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Top Research Reports for Mastercard, Linde and Lam Research
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 Mastercard, Linde, and Lam Research. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
Shares of Mastercard have outperformed the Zacks Financial Transaction Services industry over the past year (+1.7% vs. -16.2%). The Zacks analyst believes that strategic acquisitions, alliances and technology upgrades, along with product-diversification and geographic-expansion initiatives bode well for the long term.
The ongoing pandemic has accelerated the use of electronic forms of payment with much greater adoption of digital and contactless solutions. This provides an opportunity for the company’s business to expedite its shift to the digital mode. Higher expenses as well as high rebates and incentives have been stressing the company's margins though.
Linde shares have gained 11% in the past six months against the Zacks Oil and Gas - Field Services industry’s gain of +6.8%. The Zacks analyst believes that the company has been gaining on the back of recovering industrial gas demand. Linde recently reported strong third-quarter results, thanks to project start-ups that led to higher volumes and prices.
Its primary products in industrial gases include oxygen, which is being used for life support in hospitals. The company’s process gas like hydrogen is being utilized for clean fuels, while its high-purity and specialty gases are being used in manufacturing electronics. Since the third quarter last year, however, there has been a steady decline in contractual sale of gas product backlog.
Shares of Lam Research have gained +30.2% in the year to date period against the Zacks Semiconductor Equipment - Wafer Fabrication industry’s gain of +65.4%. The company, however, has been gaining from solid execution across systems and the customer support business.
The Zacks analyst believes that Lam’s exposure to the memory segment is a major positive as the space is likely to see tremendous growth over the next few years. The company witnessed strong momentum across 3D NAND manufacturers for critical applications in the fiscal first-quarter. The cyclical nature of the semiconductor industry, a high fixed cost structure, weakness in DRAM spending because of the prevalent decline in PCs are some of the major concerns for the company though.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights: Mastercard, Linde, Lam Research, Marvell Technology and IDEXX Laboratories
For Immediate Release
Chicago, IL – November 9, 2021 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Mastercard Incorporated (MA - Free Report) , Linde plc (LIN - Free Report) , Lam Research Corporation (LRCX - Free Report) , Marvell Technology, Inc. (MRVL - Free Report) and IDEXX Laboratories, Inc. (IDXX - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Top Research Reports for Mastercard, Linde and Lam Research
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 Mastercard, Linde, and Lam Research. 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 >>>
Shares of Mastercard have outperformed the Zacks Financial Transaction Services industry over the past year (+1.7% vs. -16.2%). The Zacks analyst believes that strategic acquisitions, alliances and technology upgrades, along with product-diversification and geographic-expansion initiatives bode well for the long term.
The ongoing pandemic has accelerated the use of electronic forms of payment with much greater adoption of digital and contactless solutions. This provides an opportunity for the company’s business to expedite its shift to the digital mode. Higher expenses as well as high rebates and incentives have been stressing the company's margins though.
(You can read the full research report on Mastercard here >>>)
Linde shares have gained 11% in the past six months against the Zacks Oil and Gas - Field Services industry’s gain of +6.8%. The Zacks analyst believes that the company has been gaining on the back of recovering industrial gas demand. Linde recently reported strong third-quarter results, thanks to project start-ups that led to higher volumes and prices.
Its primary products in industrial gases include oxygen, which is being used for life support in hospitals. The company’s process gas like hydrogen is being utilized for clean fuels, while its high-purity and specialty gases are being used in manufacturing electronics. Since the third quarter last year, however, there has been a steady decline in contractual sale of gas product backlog.
(You can read the full research report on Linde here >>>)
Shares of Lam Research have gained +30.2% in the year to date period against the Zacks Semiconductor Equipment - Wafer Fabrication industry’s gain of +65.4%. The company, however, has been gaining from solid execution across systems and the customer support business.
The Zacks analyst believes that Lam’s exposure to the memory segment is a major positive as the space is likely to see tremendous growth over the next few years. The company witnessed strong momentum across 3D NAND manufacturers for critical applications in the fiscal first-quarter. The cyclical nature of the semiconductor industry, a high fixed cost structure, weakness in DRAM spending because of the prevalent decline in PCs are some of the major concerns for the company though.
(You can read the full research report on Lam Research here >>>)
Other noteworthy reports we are featuring today include Marvell Technology and IDEXX Laboratories.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.