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The Zacks Analyst Blog Highlights AMD, Linde, Amgen and INNOVATE
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For Immediate Release
Chicago, IL – September 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: Advanced Micro Devices, Inc. (AMD - Free Report) , Linde plc (LIN - Free Report) , Amgen Inc. (AMGN - Free Report) and INNOVATE Corp. (VATE - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Research Reports for AMD, Linde and Amgen
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 Advanced Micro Devices, Inc., Linde plc and Amgen Inc., as well as a micro-cap stock INNOVATE Corp.. 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.
AMD's shares have outperformed the Zacks Computer - Integrated Systems industry over the year-to-date period (+154.6% vs. +117.1%). The company is benefiting from broadening AI infrastructure demand as EPYC server CPUs and Instinct accelerators gain traction across cloud and enterprise customers. Helios is beginning its production ramp, while multigigawatt commitments from leading model developers improve visibility into AI deployments.
Venice strengthens the server roadmap, and management expects server growth to remain elevated into 2027. Client share gains and an Embedded recovery add diversification.
However, tight supply across wafers, packaging, memory and rack components raises execution risk as Helios scales. Data center AI mix can constrain gross-margin expansion, while softer PC and gaming demand and customer concentration temper the upside. Overall, AMD's broader platform opportunity is balanced by execution and margin risks, supporting a Neutral view.
Shares ofLinde have outperformed the Zacks Chemical - Specialty industry over the year-to-date period (+8.6% vs. +5.9%). The company combines a resilient business model with long-term customer contracts, diversified industrial gas end markets and a sizable project backlog that supports cash flow visibility. Its backlog is supported by long-term supply agreements and a healthy project pipeline.
Electronics remains its fastest-growing end market, with AI-linked semiconductor demand and new U.S. and Taiwan investments supporting growth. Pricing, productivity and project start-ups support earnings.
However, industrial demand remains uneven across regions. EMEA volumes are soft, while Middle East disruptions affect parts of Asia. U.S. homecare and lower-margin APAC equipment sales are weighing on margins. Foreign exchange adds variability. The Neutral view balances contracted growth and semiconductor exposure with regional demand, margin and currency risks.
Amgen's shares have outperformed the Zacks Medical - Biomedical and Genetics industry over the year-to-date period (+18.4% vs. +8.7%). The company markets a range of drugs across oncology, cardiovascular, bone health, immunology and other areas. Amgen's key medicines like Evenity, Repatha and Uplizna, as well as newer medicines like Imdelltra, Tavneos and Tezspire, are driving sales, more than offsetting declining revenues from oncology biosimilars and mature products like Enbrel.
New biosimilar launches are also contributing to top-line growth. Furthermore, Amgen has several key pipeline assets, with a primary focus on the obesity candidate, MariTide.
However, price declines and increased competition are hurting sales of some products. Sales of best-selling drugs, Prolia and Xgeva, are declining sharply in 2026 due to biosimilar launches. Recent pipeline setbacks and the upcoming LOE cliff are concerns.
Shares of INNOVATE have outperformed the Zacks Diversified Operations industry over the year-to-date period (+73.9% vs. -1.2%). This microcap company with a market capitalization of $107.22 million benefits from strong infrastructure demand, a sizable backlog and improving execution at DBMG, which support multi-year revenue visibility and margin resilience. Exposure to data centers, AI infrastructure, healthcare and advanced manufacturing provides additional growth avenues.
MediBeacon's commercialization progress and R2's international expansion offer longer-term optionality, while the Broadcasting transaction could simplify the balance sheet and preserve participation in future upside.
However, INNOVATE's leveraged capital structure, sizable near-term maturities and weak parent-level liquidity remain key concerns. Dependence on DBMG for earnings and cash support heightens the impact of its required sale, while capitalized interest and limited cash conversion constrain deleveraging.
Free: Instant Access to Zacks' Market-Crushing Strategies
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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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The Zacks Analyst Blog Highlights AMD, Linde, Amgen and INNOVATE
For Immediate Release
Chicago, IL – September 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: Advanced Micro Devices, Inc. (AMD - Free Report) , Linde plc (LIN - Free Report) , Amgen Inc. (AMGN - Free Report) and INNOVATE Corp. (VATE - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Research Reports for AMD, Linde and Amgen
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 Advanced Micro Devices, Inc., Linde plc and Amgen Inc., as well as a micro-cap stock INNOVATE Corp.. 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
AMD's shares have outperformed the Zacks Computer - Integrated Systems industry over the year-to-date period (+154.6% vs. +117.1%). The company is benefiting from broadening AI infrastructure demand as EPYC server CPUs and Instinct accelerators gain traction across cloud and enterprise customers. Helios is beginning its production ramp, while multigigawatt commitments from leading model developers improve visibility into AI deployments.
Venice strengthens the server roadmap, and management expects server growth to remain elevated into 2027. Client share gains and an Embedded recovery add diversification.
However, tight supply across wafers, packaging, memory and rack components raises execution risk as Helios scales. Data center AI mix can constrain gross-margin expansion, while softer PC and gaming demand and customer concentration temper the upside. Overall, AMD's broader platform opportunity is balanced by execution and margin risks, supporting a Neutral view.
(You can read the full research report on AMD here >>>)
Shares ofLinde have outperformed the Zacks Chemical - Specialty industry over the year-to-date period (+8.6% vs. +5.9%). The company combines a resilient business model with long-term customer contracts, diversified industrial gas end markets and a sizable project backlog that supports cash flow visibility. Its backlog is supported by long-term supply agreements and a healthy project pipeline.
Electronics remains its fastest-growing end market, with AI-linked semiconductor demand and new U.S. and Taiwan investments supporting growth. Pricing, productivity and project start-ups support earnings.
However, industrial demand remains uneven across regions. EMEA volumes are soft, while Middle East disruptions affect parts of Asia. U.S. homecare and lower-margin APAC equipment sales are weighing on margins. Foreign exchange adds variability. The Neutral view balances contracted growth and semiconductor exposure with regional demand, margin and currency risks.
(You can read the full research report on Linde here >>>)
Amgen's shares have outperformed the Zacks Medical - Biomedical and Genetics industry over the year-to-date period (+18.4% vs. +8.7%). The company markets a range of drugs across oncology, cardiovascular, bone health, immunology and other areas. Amgen's key medicines like Evenity, Repatha and Uplizna, as well as newer medicines like Imdelltra, Tavneos and Tezspire, are driving sales, more than offsetting declining revenues from oncology biosimilars and mature products like Enbrel.
New biosimilar launches are also contributing to top-line growth. Furthermore, Amgen has several key pipeline assets, with a primary focus on the obesity candidate, MariTide.
However, price declines and increased competition are hurting sales of some products. Sales of best-selling drugs, Prolia and Xgeva, are declining sharply in 2026 due to biosimilar launches. Recent pipeline setbacks and the upcoming LOE cliff are concerns.
(You can read the full research report on Amgen here >>>)
Shares of INNOVATE have outperformed the Zacks Diversified Operations industry over the year-to-date period (+73.9% vs. -1.2%). This microcap company with a market capitalization of $107.22 million benefits from strong infrastructure demand, a sizable backlog and improving execution at DBMG, which support multi-year revenue visibility and margin resilience. Exposure to data centers, AI infrastructure, healthcare and advanced manufacturing provides additional growth avenues.
MediBeacon's commercialization progress and R2's international expansion offer longer-term optionality, while the Broadcasting transaction could simplify the balance sheet and preserve participation in future upside.
However, INNOVATE's leveraged capital structure, sizable near-term maturities and weak parent-level liquidity remain key concerns. Dependence on DBMG for earnings and cash support heightens the impact of its required sale, while capitalized interest and limited cash conversion constrain deleveraging.
(You can read the full research report on INNOVATE 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 >>
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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.