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The Zacks Analyst Blog Highlights Microsoft, Dell, Thermo Fisher,Village Super Market and Comstock
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For Immediate Release
Chicago, IL – June 2, 2026 – Zacks.com announces the list of stocks and 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: Microsoft Corp. (MSFT - Free Report) , Dell Technologies Inc. (DELL - Free Report) , Thermo Fisher Scientific Inc. (TMO - Free Report) , Village Super Market, Inc. (VLGEA - Free Report) and Comstock Holding Companies, Inc. (CHCI - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for Microsoft, Dell and Thermo Fisher
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 Microsoft Corp. (MSFT - Free Report) , Dell Technologies Inc., and Thermo Fisher Scientific Inc., as well as two micro-cap stocks, Village Super Market, Inc., and Comstock Holding Companies, 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.
Microsoft’s shares have outperformed the Zacks Computer - Software industry over the past year (+0.5% vs. -4.3%). The company capitalizes on AI business momentum and Copilot adoption alongside accelerating Azure cloud infrastructure expansion. Strong Microsoft 365 Commercial cloud demand has been propelling Productivity and Business Processes revenue growth.
ARPU is increasing through E5 and M365 Copilot uptake across key segments. Strategic execution through expanding scale and enterprise customer growth is driving non-AI services. Azure growth guidance projects Q4 growth of 39-40% at cc, suggesting demand saturation, with customer demand exceeding available capacity.
Customer concentration risk remains tied to large OpenAI-related Azure commitments. Microsoft confronts intense competition from AWS and Google Cloud and escalating regulatory scrutiny. Capacity constraints persisting through fiscal year-end limit revenue potential despite unprecedented spending.
Shares of Dell have outperformed the Zacks Computer - Micro Computers industry over the past year (+324.3% vs. +60.7%). The company is seeing demand for AI servers stay ahead of supply as customers accelerate deployments and lock in capacity. In first quarter fiscal 2027, the company booked $24.4 billion of AI orders, delivered $16.1 billion of AI server revenue, and ended with a $51.3 billion AI backlog.
Management raised fiscal 2027 revenue guidance to $165-$169 billion and lifted expected AI server revenue to about $60 billion. ISG profitability improved year over year, and traditional servers, storage and commercial PCs are expanding, supporting cash flow and continued buybacks and dividends. DELL’s core leverage ratio was 1.2x exiting the quarter, but the balance sheet remains geared.
However, unfavorable AI mix and memory constraints continues to keep gross margin under pressure. Competitive pricing, and unfavorable forex are other headwinds.
Thermo Fisher’s shares have outperformed the Zacks Medical - Instruments industry over the past year (+23.9% vs. -3.5%). The company is building out its capabilities through the ongoing execution of its proven growth strategy. The year started on a solid note, with several high-impact innovations launched that support the company’s strong positioning in the industry.
Performance across the pharma and biotech end market continues to be driven by the bioproduction business, and the research and safety market channel. The addition of Solventum’s filtration and separation business extends its bioproduction capabilities.
The company’s new acquisition, Clario, further strengthens its position as a partner to pharma and biotech customers and offers an attractive return profile for shareholders. However, ongoing macroeconomic pressures can weigh on Thermo Fisher’s performance. Currency woes and fierce competition add to the worry.
Shares of Village Super Market have outperformed the Zacks Retail - Supermarkets industry over the past year (+24.2% vs. +15.4%). This microcap company with a market capitalization of $685.38 million has seen improving sales momentum, strengthening cash generation, and a visible reinvestment pipeline balanced against margin pressure and competitive risks.
Sales rose 5.7% year over year to $1.2 billion in the first half of fiscal 2026, with same-store sales increasing 3.7%, supported by digital growth, store remodels, and strength in fresh and pharmacy categories. Operating cash flow increased to $78.8 million, raising total cash to $161.2 million and improving liquidity metrics, which reduces reliance on external financing and supports capital projects.
However, gross margin declined 50 bps due to lower Wakefern-related income, promotional pressure, and sales mix shifts, highlighting earnings sensitivity in the low-margin grocery model. Despite these risks, the stock trades at significant valuation discounts to peers and the broader market.
Comstock’s shares have outperformed the Zacks Building Products - Home Builders industry over the past year (+71.1% vs. +4.1%). This microcap company with market capitalization of $155.61 million, is transitioning toward a more predictable, fee-based business model, with approximately 90% of Q1 2026 revenues recurring or recognized over time. Revenues increased 38% year over year to $17.4 million, supported by growth across asset management, property management, and ParkX operations.
Expansion of the managed portfolio, including the acquisition of The Reed multifamily property, creates multiple revenue opportunities through management, operational, and ancillary service contracts. The newly established Data Center Platform provides exposure to long-term growth opportunities tied to AI and cloud infrastructure demand.
Key concerns include significant revenue concentration, with related-party customers accounting for 89% of Q1 revenues, negative operating cash flow despite reported profitability, and margin pressures. Current valuation levels remain below broader sector averages.
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 Microsoft, Dell, Thermo Fisher,Village Super Market and Comstock
For Immediate Release
Chicago, IL – June 2, 2026 – Zacks.com announces the list of stocks and 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: Microsoft Corp. (MSFT - Free Report) , Dell Technologies Inc. (DELL - Free Report) , Thermo Fisher Scientific Inc. (TMO - Free Report) , Village Super Market, Inc. (VLGEA - Free Report) and Comstock Holding Companies, Inc. (CHCI - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for Microsoft, Dell and Thermo Fisher
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 Microsoft Corp. (MSFT - Free Report) , Dell Technologies Inc., and Thermo Fisher Scientific Inc., as well as two micro-cap stocks, Village Super Market, Inc., and Comstock Holding Companies, 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 >>> Pre-Markets Turn South on News from Middle East
Today's Featured Research Reports
Microsoft’s shares have outperformed the Zacks Computer - Software industry over the past year (+0.5% vs. -4.3%). The company capitalizes on AI business momentum and Copilot adoption alongside accelerating Azure cloud infrastructure expansion. Strong Microsoft 365 Commercial cloud demand has been propelling Productivity and Business Processes revenue growth.
ARPU is increasing through E5 and M365 Copilot uptake across key segments. Strategic execution through expanding scale and enterprise customer growth is driving non-AI services. Azure growth guidance projects Q4 growth of 39-40% at cc, suggesting demand saturation, with customer demand exceeding available capacity.
Customer concentration risk remains tied to large OpenAI-related Azure commitments. Microsoft confronts intense competition from AWS and Google Cloud and escalating regulatory scrutiny. Capacity constraints persisting through fiscal year-end limit revenue potential despite unprecedented spending.
(You can read the full research report on Microsoft here >>>)
Shares of Dell have outperformed the Zacks Computer - Micro Computers industry over the past year (+324.3% vs. +60.7%). The company is seeing demand for AI servers stay ahead of supply as customers accelerate deployments and lock in capacity. In first quarter fiscal 2027, the company booked $24.4 billion of AI orders, delivered $16.1 billion of AI server revenue, and ended with a $51.3 billion AI backlog.
Management raised fiscal 2027 revenue guidance to $165-$169 billion and lifted expected AI server revenue to about $60 billion. ISG profitability improved year over year, and traditional servers, storage and commercial PCs are expanding, supporting cash flow and continued buybacks and dividends. DELL’s core leverage ratio was 1.2x exiting the quarter, but the balance sheet remains geared.
However, unfavorable AI mix and memory constraints continues to keep gross margin under pressure. Competitive pricing, and unfavorable forex are other headwinds.
(You can read the full research report on Dell here >>>)
Thermo Fisher’s shares have outperformed the Zacks Medical - Instruments industry over the past year (+23.9% vs. -3.5%). The company is building out its capabilities through the ongoing execution of its proven growth strategy. The year started on a solid note, with several high-impact innovations launched that support the company’s strong positioning in the industry.
Performance across the pharma and biotech end market continues to be driven by the bioproduction business, and the research and safety market channel. The addition of Solventum’s filtration and separation business extends its bioproduction capabilities.
The company’s new acquisition, Clario, further strengthens its position as a partner to pharma and biotech customers and offers an attractive return profile for shareholders. However, ongoing macroeconomic pressures can weigh on Thermo Fisher’s performance. Currency woes and fierce competition add to the worry.
(You can read the full research report on Thermo Fisher here >>>)
Shares of Village Super Market have outperformed the Zacks Retail - Supermarkets industry over the past year (+24.2% vs. +15.4%). This microcap company with a market capitalization of $685.38 million has seen improving sales momentum, strengthening cash generation, and a visible reinvestment pipeline balanced against margin pressure and competitive risks.
Sales rose 5.7% year over year to $1.2 billion in the first half of fiscal 2026, with same-store sales increasing 3.7%, supported by digital growth, store remodels, and strength in fresh and pharmacy categories. Operating cash flow increased to $78.8 million, raising total cash to $161.2 million and improving liquidity metrics, which reduces reliance on external financing and supports capital projects.
However, gross margin declined 50 bps due to lower Wakefern-related income, promotional pressure, and sales mix shifts, highlighting earnings sensitivity in the low-margin grocery model. Despite these risks, the stock trades at significant valuation discounts to peers and the broader market.
(You can read the full research report on Village Super Market here >>>)
Comstock’s shares have outperformed the Zacks Building Products - Home Builders industry over the past year (+71.1% vs. +4.1%). This microcap company with market capitalization of $155.61 million, is transitioning toward a more predictable, fee-based business model, with approximately 90% of Q1 2026 revenues recurring or recognized over time. Revenues increased 38% year over year to $17.4 million, supported by growth across asset management, property management, and ParkX operations.
Expansion of the managed portfolio, including the acquisition of The Reed multifamily property, creates multiple revenue opportunities through management, operational, and ancillary service contracts. The newly established Data Center Platform provides exposure to long-term growth opportunities tied to AI and cloud infrastructure demand.
Key concerns include significant revenue concentration, with related-party customers accounting for 89% of Q1 revenues, negative operating cash flow despite reported profitability, and margin pressures. Current valuation levels remain below broader sector averages.
(You can read the full research report on Comstock 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.