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The Zacks Analyst Blog Highlights Mastercard, Oracle, Adobe, Accenture and Qualcomm
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For Immediate Release
Chicago, IL – July 7, 2023 – 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) , Oracle Corporation (ORCL - Free Report) , Adobe Inc. (ADBE - Free Report) , Accenture plc (ACN - Free Report) , and Qualcomm Inc. (QCOM - Free Report) .
Here are highlights from Thursday’s Analyst Blog:
Top Stock Reports for Mastercard, Oracle and Adobe
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 Incorporated, Oracle Corporation and Adobe Inc.. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
Mastercard shares have outperformed the Zacks Financial Transaction Services industry over the past year (+24.0% vs. +12.9%). Company's numerous acquisitions are helping it to grow addressable markets and drive new revenue streams. The COVID-19 crisis accelerated the adoption of digital and contactless solutions, providing an opportunity for MA's business to expedite its shift to the digital mode.
It is well-poised to gain from steady cash-generating abilities. A strong capital position allows it to pursue acquisitions and prudently deploy capital via share buybacks and dividends.
However, steep operating expenses might stress margins. High rebates and incentives may weigh on the company's net revenues. Its dividend yield is still lower than the industry average. As such, the stock warrants a cautious stance.
Shares of Oracle have outperformed the Zacks Computer - Software industry over the past year (+64.7% vs. +29.9%). The company is benefiting from the ongoing momentum across its cloud business, driven by the strong uptake of Oracle Cloud Infrastructure services and Autonomous Database offerings.
Solid adoption of cloud-based applications, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP bodes well. Oracle's Gen 2 Cloud is delivering better performance at a lower cost due to high bandwidth and low-latency RDMA networks. Partnerships with NVIDIA and Microsoft benefit Oracle.
Oracle is partnering with NVIDIA to build the world's largest high-performance computer, an AI computer, with 16,000 GPUs. The company also announced that it is launching a generative AI cloud service for enterprise customers. However, stiff competition is hurting growth.
Shares of Adobe have outperformed the Zacks Computer - Software industry over the past six months (+42.5% vs. +42.0%). The company's Creative Cloud, Document Cloud and Adobe Experience Cloud products drove the top-line growth. Rising subscription revenues and solid momentum across the mobile apps were major positives.
Growth in emerging markets, robust online video creation demand and solid adoption of Acrobat are tailwinds. We remain optimistic about Adobe's market position, compelling product lines, continued innovation, strategic acquisitions and solid adoption of cloud applications.
However, the ongoing tensions between Russia and Ukraine remain major headwinds for the Digital Media segment. High acquisition expenses do not bode well for its margin expansion.
Other noteworthy reports we are featuring today include Accenture plc, and Qualcomm Inc..
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +6.2 average gain per year. Amazingly, they soared with average gains of +46.4%, +49.5% and +55.2% per year. Today you can access their live picks without cost or obligation.
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, Oracle, Adobe, Accenture and Qualcomm
For Immediate Release
Chicago, IL – July 7, 2023 – 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) , Oracle Corporation (ORCL - Free Report) , Adobe Inc. (ADBE - Free Report) , Accenture plc (ACN - Free Report) , and Qualcomm Inc. (QCOM - Free Report) .
Here are highlights from Thursday’s Analyst Blog:
Top Stock Reports for Mastercard, Oracle and Adobe
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 Incorporated, Oracle Corporation and Adobe Inc.. 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 >>>
Mastercard shares have outperformed the Zacks Financial Transaction Services industry over the past year (+24.0% vs. +12.9%). Company's numerous acquisitions are helping it to grow addressable markets and drive new revenue streams. The COVID-19 crisis accelerated the adoption of digital and contactless solutions, providing an opportunity for MA's business to expedite its shift to the digital mode.
It is well-poised to gain from steady cash-generating abilities. A strong capital position allows it to pursue acquisitions and prudently deploy capital via share buybacks and dividends.
However, steep operating expenses might stress margins. High rebates and incentives may weigh on the company's net revenues. Its dividend yield is still lower than the industry average. As such, the stock warrants a cautious stance.
(You can read the full research report on Mastercard here >>>)
Shares of Oracle have outperformed the Zacks Computer - Software industry over the past year (+64.7% vs. +29.9%). The company is benefiting from the ongoing momentum across its cloud business, driven by the strong uptake of Oracle Cloud Infrastructure services and Autonomous Database offerings.
Solid adoption of cloud-based applications, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP bodes well. Oracle's Gen 2 Cloud is delivering better performance at a lower cost due to high bandwidth and low-latency RDMA networks. Partnerships with NVIDIA and Microsoft benefit Oracle.
Oracle is partnering with NVIDIA to build the world's largest high-performance computer, an AI computer, with 16,000 GPUs. The company also announced that it is launching a generative AI cloud service for enterprise customers. However, stiff competition is hurting growth.
(You can read the full research report on Oracle here >>>)
Shares of Adobe have outperformed the Zacks Computer - Software industry over the past six months (+42.5% vs. +42.0%). The company's Creative Cloud, Document Cloud and Adobe Experience Cloud products drove the top-line growth. Rising subscription revenues and solid momentum across the mobile apps were major positives.
Growth in emerging markets, robust online video creation demand and solid adoption of Acrobat are tailwinds. We remain optimistic about Adobe's market position, compelling product lines, continued innovation, strategic acquisitions and solid adoption of cloud applications.
However, the ongoing tensions between Russia and Ukraine remain major headwinds for the Digital Media segment. High acquisition expenses do not bode well for its margin expansion.
(You can read the full research report on Adobe here >>>)
Other noteworthy reports we are featuring today include Accenture plc, and Qualcomm Inc..
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +6.2 average gain per year. Amazingly, they soared with average gains of +46.4%, +49.5% and +55.2% per year. Today you can access their live picks without cost or obligation.
See Stocks Free >>
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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.