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The Zacks Analyst Blog Highlights Walmart, Wells Fargo, Thermo Fisher Scientific, Seneca Foods and NetSol Technologies
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For Immediate Release
Chicago, IL – December 22, 2025 – 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: Walmart Inc. (WMT - Free Report) , Wells Fargo & Co. (WFC - Free Report) , Thermo Fisher Scientific Inc. (TMO - Free Report) , Seneca Foods Corp. (SENEA - Free Report) and NetSol Technologies, Inc. (NTWK - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Stock Reports for Walmart, Wells Fargo & Thermo Fisher Scientific
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 Walmart Inc., Wells Fargo & Co. and Thermo Fisher Scientific Inc., as well as two micro-cap stocks Seneca Foods Corp. and NetSol Technologies, Inc.. 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.
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
Walmart's shares have outperformed the Zacks Retail - Supermarkets industry over the past six months (+21.3% vs. +19.9%). The company's performance reflects strong execution across its omnichannel model, with robust store-led fulfillment, solid e-commerce growth and sustained market share gains.
Third-quarter fiscal 2026 results highlight robust comparable sales, broad-based traffic growth and rapidly expanding higher-margin businesses such as advertising and membership, which represent a meaningful share of operating income. Faster delivery speeds, improved inventory availability and marketplace expansion continue to support e-commerce growth. Management's raised fiscal 2026 view underscores confidence in sustaining growth.
However, margin expansion remains constrained by elevated operating costs and tariff risks. Currency volatility, intense competition and an ongoing mix shift toward lower-margin essentials amid macroeconomic uncertainty are also concerns.
Shares of Wells Fargo have outperformed the Zacks Financial - Investment Bank industry over the past six months (+23.7% vs. +22.3%). The company's earnings surpassed the estimates in each of the trailing four quarters. The Federal Reserve's June 2025 removal of the $1.95 trillion asset cap allows growth in deposits, loans, and fee-based services.
The bank also gains room to scale fee-based businesses like payment services and asset management, enhancing its revenue mix. After clearing the 2025 Fed stress test, Wells Fargo raised its dividend, backed by strong liquidity and capital position. Also, strategic investments in talent and technology support long-term growth.
Yet, despite the recent Fed rate cuts, NII recovery may remain slow, pressuring near-term revenue growth. The mortgage banking income remains weak amid ongoing mortgage rate volatility. Also, rising expense base may weigh on its profitability.
Thermo Fisher Scientific's shares have outperformed the Zacks Medical - Instruments industry over the past six months (+43.5% vs. +16.9%). The company continues to strengthen its foundation by consistently advancing its growth strategy. The company's latest round of innovations supports scientific breakthroughs, advances precision medicine and greater lab productivity for customers.
Thermo Fisher is embedding OpenAI's capabilities into its products and services to make an even bigger impact for customers and enhance productivity. Strategic acquisitions, such as the newly added Solventum's Purification and Filtration Business, further enhance its offerings.
The Zacks' model forecasts a 5.1% CAGR growth in the company's revenues through 2025-2027. Meanwhile, a highly leveraged balance sheet poses liquidity concerns. Shifting U.S. policies have weighed on the academic and government end-market clients, affecting its sales. Currency woes add to the worry.
Shares of Seneca Foods have outperformed the Zacks Food - Miscellaneous industry over the past six months (+26.2% vs. -7.8%). This microcap company with market capitalization of $771.74 million benefits from resilient global demand for affordable, shelf-stable foods, with first-half fiscal 2026 sales up 3.7% and strong volume growth led by canned and frozen vegetables, which remain more than 82.5% of sales.
Improved harvest yields, pack efficiency and structural cost controls are supporting margin normalization, as high-cost inventory rolls off. Deleveraging, lower interest expense and ample liquidity have strengthened the balance sheet, while the Green Giant shelf-stable acquisition enhances branded scale and mix.
Yet, margin gains are heavily influenced by LIFO credits, masking underlying FIFO cost pressure and earnings volatility. Elevated inventories increase working-capital risk and variable-rate debt maintains sensitivity to rates. Valuation is compelling, offering upside if normalized margins and cash flow durability are sustained.
NetSol Technologies' shares have outperformed the Zacks Computer - Software industry over the past six months (+7.1% vs. -2.1%). This microcap company with market capitalization of $36.57 million operates in a large, underpenetrated global asset finance and leasing software market undergoing ongoing digital transformation. Its AI-enabled, modular Transcend Platform is seeing growing adoption among OEMs, captives, and financial institutions.
NetSol Technologies' transition to a SaaS and cloud-first model is improving predictability. Investments in AI, including Check AI and Transcend AI Labs, enhance product differentiation and scalability, while partnerships across China and Southeast Asia reinforce regional positioning.
Balancing the opportunity are ongoing risks, including the structural decline of high-margin license revenue, margin pressure from rising SG&A and FX volatility, and earnings sensitivity to currency movements. High customer concentration, uneven services growth, and working capital pressure continue to weigh on near-term profitability as the SaaS transition progresses.
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% 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 Walmart, Wells Fargo, Thermo Fisher Scientific, Seneca Foods and NetSol Technologies
For Immediate Release
Chicago, IL – December 22, 2025 – 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: Walmart Inc. (WMT - Free Report) , Wells Fargo & Co. (WFC - Free Report) , Thermo Fisher Scientific Inc. (TMO - Free Report) , Seneca Foods Corp. (SENEA - Free Report) and NetSol Technologies, Inc. (NTWK - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Stock Reports for Walmart, Wells Fargo & Thermo Fisher Scientific
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 Walmart Inc., Wells Fargo & Co. and Thermo Fisher Scientific Inc., as well as two micro-cap stocks Seneca Foods Corp. and NetSol Technologies, Inc.. 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 >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Are the Markets Setting Up for a Santa Claus Rally?
Today's Featured Research Reports
Walmart's shares have outperformed the Zacks Retail - Supermarkets industry over the past six months (+21.3% vs. +19.9%). The company's performance reflects strong execution across its omnichannel model, with robust store-led fulfillment, solid e-commerce growth and sustained market share gains.
Third-quarter fiscal 2026 results highlight robust comparable sales, broad-based traffic growth and rapidly expanding higher-margin businesses such as advertising and membership, which represent a meaningful share of operating income. Faster delivery speeds, improved inventory availability and marketplace expansion continue to support e-commerce growth. Management's raised fiscal 2026 view underscores confidence in sustaining growth.
However, margin expansion remains constrained by elevated operating costs and tariff risks. Currency volatility, intense competition and an ongoing mix shift toward lower-margin essentials amid macroeconomic uncertainty are also concerns.
(You can read the full research report on Walmart here >>>)
Shares of Wells Fargo have outperformed the Zacks Financial - Investment Bank industry over the past six months (+23.7% vs. +22.3%). The company's earnings surpassed the estimates in each of the trailing four quarters. The Federal Reserve's June 2025 removal of the $1.95 trillion asset cap allows growth in deposits, loans, and fee-based services.
The bank also gains room to scale fee-based businesses like payment services and asset management, enhancing its revenue mix. After clearing the 2025 Fed stress test, Wells Fargo raised its dividend, backed by strong liquidity and capital position. Also, strategic investments in talent and technology support long-term growth.
Yet, despite the recent Fed rate cuts, NII recovery may remain slow, pressuring near-term revenue growth. The mortgage banking income remains weak amid ongoing mortgage rate volatility. Also, rising expense base may weigh on its profitability.
(You can read the full research report on Wells Fargo here >>>)
Thermo Fisher Scientific's shares have outperformed the Zacks Medical - Instruments industry over the past six months (+43.5% vs. +16.9%). The company continues to strengthen its foundation by consistently advancing its growth strategy. The company's latest round of innovations supports scientific breakthroughs, advances precision medicine and greater lab productivity for customers.
Thermo Fisher is embedding OpenAI's capabilities into its products and services to make an even bigger impact for customers and enhance productivity. Strategic acquisitions, such as the newly added Solventum's Purification and Filtration Business, further enhance its offerings.
The Zacks' model forecasts a 5.1% CAGR growth in the company's revenues through 2025-2027. Meanwhile, a highly leveraged balance sheet poses liquidity concerns. Shifting U.S. policies have weighed on the academic and government end-market clients, affecting its sales. Currency woes add to the worry.
(You can read the full research report on Thermo Fisher Scientific here >>>)
Shares of Seneca Foods have outperformed the Zacks Food - Miscellaneous industry over the past six months (+26.2% vs. -7.8%). This microcap company with market capitalization of $771.74 million benefits from resilient global demand for affordable, shelf-stable foods, with first-half fiscal 2026 sales up 3.7% and strong volume growth led by canned and frozen vegetables, which remain more than 82.5% of sales.
Improved harvest yields, pack efficiency and structural cost controls are supporting margin normalization, as high-cost inventory rolls off. Deleveraging, lower interest expense and ample liquidity have strengthened the balance sheet, while the Green Giant shelf-stable acquisition enhances branded scale and mix.
Yet, margin gains are heavily influenced by LIFO credits, masking underlying FIFO cost pressure and earnings volatility. Elevated inventories increase working-capital risk and variable-rate debt maintains sensitivity to rates. Valuation is compelling, offering upside if normalized margins and cash flow durability are sustained.
(You can read the full research report on Seneca Foods here >>>)
NetSol Technologies' shares have outperformed the Zacks Computer - Software industry over the past six months (+7.1% vs. -2.1%). This microcap company with market capitalization of $36.57 million operates in a large, underpenetrated global asset finance and leasing software market undergoing ongoing digital transformation. Its AI-enabled, modular Transcend Platform is seeing growing adoption among OEMs, captives, and financial institutions.
NetSol Technologies' transition to a SaaS and cloud-first model is improving predictability. Investments in AI, including Check AI and Transcend AI Labs, enhance product differentiation and scalability, while partnerships across China and Southeast Asia reinforce regional positioning.
Balancing the opportunity are ongoing risks, including the structural decline of high-margin license revenue, margin pressure from rising SG&A and FX volatility, and earnings sensitivity to currency movements. High customer concentration, uneven services growth, and working capital pressure continue to weigh on near-term profitability as the SaaS transition progresses.
(You can read the full research report on NetSol Technologies here >>>)
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% 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.