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The Zacks Analyst Blog Highlights Exxon Mobil, Oracle, Cisco, Altria and CrowdStrike

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For Immediate Release

Chicago, IL – December 1, 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: Exxon Mobil Corp. (XOM - Free Report) , Oracle Corp. (ORCL - Free Report) , Cisco Systems, Inc. (CSCO - Free Report) , Altria Group, Inc. (MO - Free Report) and CrowdStrike Holdings, Inc. (CRWD - Free Report) .

Here are highlights from Thursday’s Analyst Blog:

Top Analyst Reports for Exxon Mobil, Oracle and Cisco Systems

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 Exxon Mobil Corp., Oracle Corp. and Cisco Systems, 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 >>>

Shares of Exxon Mobil have underperformed the Zacks Oil and Gas - Integrated - International industry over the past year (-4.4% vs. -2.9%). The company’s dividend yield is lower than the composite stocks belonging to the industry. Thus, ExxonMobil is lagging its peers when it comes to shareholders’ returns.

Moreover, the integrated company reported weak third quarter earnings, primarily resulted from the oil equivalent production decline, and lower realizations of crude and natural gas prices. Nevertheless, ExxonMobil's bellwether status and an optimal integrated capital structure that has historically produced industry-leading returns make it a relatively lower-risk energy sector play.

In the Stabroek Block, located off the coast of Guyana, ExxonMobil has made many major discoveries that significantly improve its production outlook. The advantaged growth projects of Guyana have lower greenhouse gas intensity than most of the oil and gas-producing resources across the globe.

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

Oracle shares have gained +44.3% over the year-to-date basis against the Zacks Computer - Software industry’s gain of +57.3%. The company is benefiting from the ongoing momentum across its cloud business, driven by the strong uptake of Oracle Cloud Infrastructure 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 VMWare and Microsoft are helping Oracle win new clientele. ORCL is launching a generative AI cloud service for enterprise customers. Its share buybacks and dividend policy are noteworthy.

However, higher spending on product enhancements, especially toward the cloud platform, amid increasing competition in the cloud domain is likely to limit margin expansion.

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

Shares of Cisco Systems have outperformed the Zacks Computer - Networking industry over the year-to-date basis (+4.0% vs. +2.1%). The company is riding on the growing demand for its security, artificial intelligence and cloud products. Its security portfolio is benefiting from the launch of new data loss prevention, firewall and zero trust capabilities.

Zero Trust portfolio is riding on strong demand for its Duo offering. Optimized application experience is benefiting from strong demand for ThousandEyes. Its investments across security business, focusing on cloud-based and AI-driven offerings, is expected to drive growth.

Expanding growth opportunities for low-power-consuming technologies, including IoT, Silicon One and Power over Ethernet bodes well for Cisco. Acquisitions including Lightspin Technologies, Smartlook and Armorblox are expected to benefit top-line growth.

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

Other noteworthy reports we are featuring today include Altria Group, Inc. and CrowdStrike Holdings, Inc.

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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.

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