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The Zacks Analyst Blog Highlights Eli Lilly, Palo Alto, Texas Instruments and Stratus Properties
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For Immediate Release
Chicago, IL – September 10, 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: Eli Lilly and Co. (LLY - Free Report) , Palo Alto Networks, Inc. (PANW - Free Report) , Texas Instruments Inc. (TXN - Free Report) and Stratus Properties Inc. (STRS - Free Report) .
Here are highlights from Wednesday’s Analyst Blog:
Top Analyst Reports for Eli Lilly, Palo Alto Networks and Texas Instruments
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 Eli Lilly and Co., Palo Alto Networks, Inc. and Texas Instruments Inc., as well as a micro-cap stock Stratus Properties 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.
Eli Lilly’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past year (+49.9% vs. +34.7%). The company has seen extraordinary momentum in its cardiometabolic franchise. Demand for its popular GLP-1 drugs, Mounjaro and Zepbound, remains strong, making them the company’s key top-line drivers.
Lilly’s other new drugs like Kisunla, Omvoh and Jaypirca are also contributing to top-line growth. It is also making rapid pipeline progress in obesity and diabetes. Its new GLP-1 obesity pill, Foundayo, is expected to be a commercial game-changer. Its next-generation weight loss pill, retatrutide, if approved, could become another multibillion-dollar product.
Lilly has announced several M&A deals aimed at diversifying beyond GLP-1 drugs and expanding its presence in immunology, oncology and neuroscience. Rising pricing pressure on some drugs and potential competition in the GLP-1 market are some top-line headwinds.
Shares of Palo Alto Networks have outperformed the Zacks Security industry over the past year (+70.8% vs. +66.8%). The company continues to benefit as enterprises consolidate security tools and adapt defenses for AI-driven threats. Platformization is supporting larger customer commitments, while growth across SASE, software firewalls, Prisma AIRS, XSIAM, observability and identity broadens recurring revenues.
CyberArk and Chronosphere are extending the company into new security categories, with integration progress supporting cross-selling. Cash generation remains healthy, and fiscal 2027 guidance points to continued revenue growth and operating-margin expansion.
However, gross-margin compression from the cloud and SaaS mix, rising hosting and component costs, competition, a larger diluted share base and acquisition execution risks temper the outlook. The balance of durable demand drivers and execution risks supports a Neutral view.
Texas Instruments’ shares have outperformed the Zacks Semiconductor - General industry over the past year (+44.4% vs. +33.9%). The company is benefiting from broadening demand across industrial, data center and automotive markets, while its analog and embedded processing franchises support durable long-term growth. Internal manufacturing, expanding 300-millimeter capacity and CHIPS Act support strengthen supply control and cost efficiency.
The Silicon Labs acquisition should deepen wireless connectivity capabilities and broaden embedded opportunities. Cash generation is recovering as revenue and factory loadings rise, supporting dividends and buybacks. Management also sees demand broadening into the second half of 2026.
Risks remain from elevated debt, geopolitical and trade exposure, competition, seasonality and higher manufacturing costs. Still, broader end-market demand and rising free cash flow support an Outperform view for TXN shares.
Shares of Stratus have outperformed the Zacks Real Estate - Operations industry over the past year (+22.9% vs. -12.9%). This microcap company with a market capitalization of $151.26 million is anchored by its board-approved liquidation plan, which provides a defined path to monetizing assets and returning capital to shareholders. Strong liquidity, including $73.5 million in cash and additional revolver capacity, supports execution while allowing the company to advance development assets to value-enhancing milestones before sale.
Near-term catalysts include pending asset dispositions at New Caney, Amarra Villas and Jones Crossing, which could generate additional cash. Holden Hills remains a key source of embedded value, supported by third-party validation through a joint venture transaction.
However, key risks include significant 2026 debt maturities requiring refinancing, regulatory uncertainty surrounding Holden Hills development rights, continued weakness in multifamily markets, and declining recurring leasing income. Shares trade below book value but at a premium EV/sales multiple.
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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 Eli Lilly, Palo Alto, Texas Instruments and Stratus Properties
For Immediate Release
Chicago, IL – September 10, 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: Eli Lilly and Co. (LLY - Free Report) , Palo Alto Networks, Inc. (PANW - Free Report) , Texas Instruments Inc. (TXN - Free Report) and Stratus Properties Inc. (STRS - Free Report) .
Here are highlights from Wednesday’s Analyst Blog:
Top Analyst Reports for Eli Lilly, Palo Alto Networks and Texas Instruments
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 Eli Lilly and Co., Palo Alto Networks, Inc. and Texas Instruments Inc., as well as a micro-cap stock Stratus Properties 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
Eli Lilly’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past year (+49.9% vs. +34.7%). The company has seen extraordinary momentum in its cardiometabolic franchise. Demand for its popular GLP-1 drugs, Mounjaro and Zepbound, remains strong, making them the company’s key top-line drivers.
Lilly’s other new drugs like Kisunla, Omvoh and Jaypirca are also contributing to top-line growth. It is also making rapid pipeline progress in obesity and diabetes. Its new GLP-1 obesity pill, Foundayo, is expected to be a commercial game-changer. Its next-generation weight loss pill, retatrutide, if approved, could become another multibillion-dollar product.
Lilly has announced several M&A deals aimed at diversifying beyond GLP-1 drugs and expanding its presence in immunology, oncology and neuroscience. Rising pricing pressure on some drugs and potential competition in the GLP-1 market are some top-line headwinds.
(You can read the full research report on Eli Lilly here >>>)
Shares of Palo Alto Networks have outperformed the Zacks Security industry over the past year (+70.8% vs. +66.8%). The company continues to benefit as enterprises consolidate security tools and adapt defenses for AI-driven threats. Platformization is supporting larger customer commitments, while growth across SASE, software firewalls, Prisma AIRS, XSIAM, observability and identity broadens recurring revenues.
CyberArk and Chronosphere are extending the company into new security categories, with integration progress supporting cross-selling. Cash generation remains healthy, and fiscal 2027 guidance points to continued revenue growth and operating-margin expansion.
However, gross-margin compression from the cloud and SaaS mix, rising hosting and component costs, competition, a larger diluted share base and acquisition execution risks temper the outlook. The balance of durable demand drivers and execution risks supports a Neutral view.
(You can read the full research report on Palo Alto Networks here >>>)
Texas Instruments’ shares have outperformed the Zacks Semiconductor - General industry over the past year (+44.4% vs. +33.9%). The company is benefiting from broadening demand across industrial, data center and automotive markets, while its analog and embedded processing franchises support durable long-term growth. Internal manufacturing, expanding 300-millimeter capacity and CHIPS Act support strengthen supply control and cost efficiency.
The Silicon Labs acquisition should deepen wireless connectivity capabilities and broaden embedded opportunities. Cash generation is recovering as revenue and factory loadings rise, supporting dividends and buybacks. Management also sees demand broadening into the second half of 2026.
Risks remain from elevated debt, geopolitical and trade exposure, competition, seasonality and higher manufacturing costs. Still, broader end-market demand and rising free cash flow support an Outperform view for TXN shares.
(You can read the full research report on Texas Instruments here >>>)
Shares of Stratus have outperformed the Zacks Real Estate - Operations industry over the past year (+22.9% vs. -12.9%). This microcap company with a market capitalization of $151.26 million is anchored by its board-approved liquidation plan, which provides a defined path to monetizing assets and returning capital to shareholders. Strong liquidity, including $73.5 million in cash and additional revolver capacity, supports execution while allowing the company to advance development assets to value-enhancing milestones before sale.
Near-term catalysts include pending asset dispositions at New Caney, Amarra Villas and Jones Crossing, which could generate additional cash. Holden Hills remains a key source of embedded value, supported by third-party validation through a joint venture transaction.
However, key risks include significant 2026 debt maturities requiring refinancing, regulatory uncertainty surrounding Holden Hills development rights, continued weakness in multifamily markets, and declining recurring leasing income. Shares trade below book value but at a premium EV/sales multiple.
(You can read the full research report on Stratus here >>>)
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
support@zacks.com
https://www.zacks.com
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.