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The Zacks Analyst Blog Broadcom, JPMorgan, Cisco, Preformed Line Products and CompX
Read MoreHide Full Article
For Immediate Releases
Chicago, IL – April 21, 2026 – 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 Broadcom Inc. (AVGO - Free Report) , JPMorgan Chase & Co. (JPM - Free Report) , Cisco Systems, Inc. (CSCO - Free Report) , Preformed Line Products Co. (PLPC - Free Report) and CompX International Inc. (CIX - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for Broadcom, JPMorgan & 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 Broadcom Inc., JPMorgan Chase & Co. and Cisco Systems, Inc., as well as two micro-cap stocks Preformed Line Products Co. and CompX International 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.
Shares of Broadcom have gained +19.1% over the past six months against the Zacks Electronics - Semiconductors industry’s gain of +27.3%. The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy.
Broadcom’s AI segment benefits from custom accelerators and advanced networking technology that support large-scale AI deployments with improved performance and efficiency. Broadcom expects second-quarter fiscal 2026 AI revenues to surge 140% year over year to $10.7 billion.
AVGO’s networking portfolio is gaining from the strong demand for Tomahawk 6 products. The acquisition of VMware has benefited Infrastructure software solutions. A rich partner base is a key catalyst. However, gross margin in the fiscal second quarter is expected to be flat sequentially. High debt level is a headwind.
JPMorgan’s shares have gained +5.5% over the past six months against the Zacks Financial - Investment Bank industry’s gain of +8.6%. The company’s first-quarter 2026 results reflected solid revenue momentum amid a volatile operating environment. Its scale and diversified business mix continue to support earnings, while ongoing balance sheet growth is expected to partly offset pressure on net interest income (NII) from lower rates.
Markets revenues and investment banking (IB) fees are likely to remain strong, and healthy asset management activity should continue to support fee income. At the same time, mortgage dynamics remain mixed despite improving origination trends.
Expenses are expected to remain elevated as compensation, technology and marketing spend rise, including planned tech spending of $19.8 billion in 2026. A challenging macro backdrop raises concerns about the company’s asset quality.
Shares of Cisco have outperformed the Zacks Computer - Networking industry over the past six months (+23.3% vs. +22.6%). The company’s business model is benefiting from strong product orders from hyperscalers, enterprises, public sector, service provider, and cloud customers. Splunk's acquisition enhances CSCO’s recurring revenue base. The buyout significantly expands Cisco’s portfolio of software-based solutions.
The launch of AI-powered Hypershield, which combines security and networking, strengthens its security portfolio. Networking sales benefits from strong demand for AI infrastructure and campus networking solutions. Product orders from service provider and cloud customers were strong driven by high double-digit order growth in hyperscalers.
Cisco expects to take AI orders in excess of $5 billion and to recognize more than $3 billion in AI infrastructure revenue from hyperscalers in fiscal 2026.However, stiffening competition is a headwind.
Preformed Line Products’ shares have gained +37.8% over the past six months against the Zacks Electronics - Miscellaneous Products industry’s gain of +38.6%. This microcap company with a market capitalization of $1.56 billion offers exposure to long-cycle grid modernization and infrastructure demand, supported by a diversified portfolio across energy and communications.
Growth is driven by global utility investment, fiber deployment, and strategic expansion through acquisitions and international capacity buildouts, enhancing regional reach and product breadth. Its engineering capabilities and innovation pipeline support competitive positioning and customer retention.
However, profitability faces pressure from tariffs, input costs, and rising operating expenses, limiting margin expansion. Increased capital spending and leverage introduce execution and financial risk, while higher working capital needs may weigh on cash conversion. Overall, the story balances durable demand and diversification against cost pressures and capital intensity.
Shares of CompX International have outperformed the Zacks Office Supplies industry over the past six months (+2.6% vs. -7.8%). This microcap company, with a market capitalization of $285.89 million, invests in a diversified end-market footprint that helps stabilize revenue across cycles, with strength in government, industrial, and marine demand offsetting softer commercial segments.
Margin expansion has been supported by favorable product mix and improved cost absorption, while domestic manufacturing and pricing actions provide some buffer against input cost volatility. Institutional ownership supports consistent capital allocation and a long-term orientation.
However, margin durability remains sensitive to inflationary pressures and execution on pricing. Revenue concentration in government and key customers introduces demand risk, while elevated inventory levels increase working capital intensity. Ongoing litigation adds uncertainty around future costs and capital flexibility.
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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 Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
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 Broadcom, JPMorgan, Cisco, Preformed Line Products and CompX
For Immediate Releases
Chicago, IL – April 21, 2026 – 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 Broadcom Inc. (AVGO - Free Report) , JPMorgan Chase & Co. (JPM - Free Report) , Cisco Systems, Inc. (CSCO - Free Report) , Preformed Line Products Co. (PLPC - Free Report) and CompX International Inc. (CIX - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for Broadcom, JPMorgan & 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 Broadcom Inc., JPMorgan Chase & Co. and Cisco Systems, Inc., as well as two micro-cap stocks Preformed Line Products Co. and CompX International 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 >>>
Today's Featured Research Reports
Shares of Broadcom have gained +19.1% over the past six months against the Zacks Electronics - Semiconductors industry’s gain of +27.3%. The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy.
Broadcom’s AI segment benefits from custom accelerators and advanced networking technology that support large-scale AI deployments with improved performance and efficiency. Broadcom expects second-quarter fiscal 2026 AI revenues to surge 140% year over year to $10.7 billion.
AVGO’s networking portfolio is gaining from the strong demand for Tomahawk 6 products. The acquisition of VMware has benefited Infrastructure software solutions. A rich partner base is a key catalyst. However, gross margin in the fiscal second quarter is expected to be flat sequentially. High debt level is a headwind.
(You can read the full research report on Broadcom here >>>)
JPMorgan’s shares have gained +5.5% over the past six months against the Zacks Financial - Investment Bank industry’s gain of +8.6%. The company’s first-quarter 2026 results reflected solid revenue momentum amid a volatile operating environment. Its scale and diversified business mix continue to support earnings, while ongoing balance sheet growth is expected to partly offset pressure on net interest income (NII) from lower rates.
Markets revenues and investment banking (IB) fees are likely to remain strong, and healthy asset management activity should continue to support fee income. At the same time, mortgage dynamics remain mixed despite improving origination trends.
Expenses are expected to remain elevated as compensation, technology and marketing spend rise, including planned tech spending of $19.8 billion in 2026. A challenging macro backdrop raises concerns about the company’s asset quality.
(You can read the full research report on JPMorgan here >>>)
Shares of Cisco have outperformed the Zacks Computer - Networking industry over the past six months (+23.3% vs. +22.6%). The company’s business model is benefiting from strong product orders from hyperscalers, enterprises, public sector, service provider, and cloud customers. Splunk's acquisition enhances CSCO’s recurring revenue base. The buyout significantly expands Cisco’s portfolio of software-based solutions.
The launch of AI-powered Hypershield, which combines security and networking, strengthens its security portfolio. Networking sales benefits from strong demand for AI infrastructure and campus networking solutions. Product orders from service provider and cloud customers were strong driven by high double-digit order growth in hyperscalers.
Cisco expects to take AI orders in excess of $5 billion and to recognize more than $3 billion in AI infrastructure revenue from hyperscalers in fiscal 2026.However, stiffening competition is a headwind.
(You can read the full research report on Cisco here >>>)
Preformed Line Products’ shares have gained +37.8% over the past six months against the Zacks Electronics - Miscellaneous Products industry’s gain of +38.6%. This microcap company with a market capitalization of $1.56 billion offers exposure to long-cycle grid modernization and infrastructure demand, supported by a diversified portfolio across energy and communications.
Growth is driven by global utility investment, fiber deployment, and strategic expansion through acquisitions and international capacity buildouts, enhancing regional reach and product breadth. Its engineering capabilities and innovation pipeline support competitive positioning and customer retention.
However, profitability faces pressure from tariffs, input costs, and rising operating expenses, limiting margin expansion. Increased capital spending and leverage introduce execution and financial risk, while higher working capital needs may weigh on cash conversion. Overall, the story balances durable demand and diversification against cost pressures and capital intensity.
(You can read the full research report on Preformed Line Products here >>>)
Shares of CompX International have outperformed the Zacks Office Supplies industry over the past six months (+2.6% vs. -7.8%). This microcap company, with a market capitalization of $285.89 million, invests in a diversified end-market footprint that helps stabilize revenue across cycles, with strength in government, industrial, and marine demand offsetting softer commercial segments.
Margin expansion has been supported by favorable product mix and improved cost absorption, while domestic manufacturing and pricing actions provide some buffer against input cost volatility. Institutional ownership supports consistent capital allocation and a long-term orientation.
However, margin durability remains sensitive to inflationary pressures and execution on pricing. Revenue concentration in government and key customers introduces demand risk, while elevated inventory levels increase working capital intensity. Ongoing litigation adds uncertainty around future costs and capital flexibility.
(You can read the full research report on CompX International here >>>)
Free: Instant Access to Zacks' Market-Crushing Strategies
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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details 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 Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
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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.