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The Zacks Analyst Blog Highlights Texas, RTX, Marvell, Air T and GSI
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For Immediate Release
Chicago, IL – October 6 2026 – Zacks.com announces the list of stocks and ETFs 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: Texas Instruments Inc. (TXN - Free Report) , RTX Corp. (RTX - Free Report) , Marvell Technology, Inc. (MRVL - Free Report) , Air T, Inc. (AIRT - Free Report) and GSI Technology, Inc. (GSIT - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for Texas Industries, RTX and Marvell
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 Texas Instruments Inc., RTX Corp. and Marvell Technology, Inc., as well as two micro-cap stocks, Air T, Inc. and GSI Technology, Inc. These research reports have been hand-picked from roughly 70 reports published by our analyst team today.
Texas Instruments’ shares have outperformed the Zacks Semiconductor - General industry over the past year (+61.6% vs. +34.2%). Per the Zacks analyst, the company is benefiting from broadening demand across industrial, data center and automotive markets. Its analog and embedded franchises, internal manufacturing, expanding capacity and CHIPS Act support strengthen long-term growth and supply control. The Silicon Labs acquisition further enhances connectivity capabilities.
However, risks include elevated debt, geopolitical and trade exposure, intense competition, seasonality and higher manufacturing costs.
RTX’s shares have outperformed the Aerospace - Defense industry over the past year (+9.5% vs. -19.6%). The Zacks analyst believes that the company benefits from commercial aerospace recovery, strong defense demand and a robust backlog. Rising air traffic, OEM and aftermarket sales and engine demand support growth, while strong defense bookings provide further stability.
Yet, supply-chain disruptions and aircraft engine availability could constrain production and deliveries. Tariff uncertainty and Russia-related sanctions also pose operational risks.
Marvell’s shares have outperformed the Electronics - Semiconductors industry over the past year (+206.2% vs. +41.4%). The Zacks analyst believes that the company is benefiting from strong AI-driven data center demand, with custom silicon, interconnect, switching and optics supporting growth. Its expanded NVIDIA partnership and recent acquisitions strengthen its position in hyperscaler infrastructure, while communications demand is recovering.
Yet, profitability remains sensitive to product mix, and the business is concentrated among a limited number of customers. Export controls, tariffs and overseas shipments pose risks, while intense competition could pressure demand and margins.
Air T’s shares have outperformed the Zacks Transportation - Air Freight and Cargo industry over the last six months (+29.9% vs. -12.0%). The Zacks analyst believes that the company benefits from a diversified aviation platform, improving ground-support profitability, recurring digital revenues, stable cargo operations and expanding asset management. Rex and broader aftermarket and MRO capabilities offer additional growth opportunities.
Risks include Rex fleet restoration, integration challenges, FedEx concentration, weaker digital operations and higher financial obligations. Cash flow and earnings visibility remain concerns.
GSI’s shares have underperformed the Zacks Computer - Storage Devices industry over the past year (+16.4% vs. +270.0%). The Zacks analyst believes that the company faces risks from early-stage commercialization of its Gemini-II APU and lengthy defense procurement cycles that could delay adoption. Dependence on a single foundry and evolving export controls and AI regulations may also constrain growth.
However, the company’s compute-in-memory architecture enables low-latency, power-efficient AI processing for drones, robotics and autonomous systems. Government contracts and customer deployments provide validation, while its SRAM business and strong balance sheet offer flexibility.
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 Texas, RTX, Marvell, Air T and GSI
For Immediate Release
Chicago, IL – October 6 2026 – Zacks.com announces the list of stocks and ETFs 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: Texas Instruments Inc. (TXN - Free Report) , RTX Corp. (RTX - Free Report) , Marvell Technology, Inc. (MRVL - Free Report) , Air T, Inc. (AIRT - Free Report) and GSI Technology, Inc. (GSIT - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for Texas Industries, RTX and Marvell
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 Texas Instruments Inc., RTX Corp. and Marvell Technology, Inc., as well as two micro-cap stocks, Air T, Inc. and GSI Technology, Inc. These research reports have been hand-picked from roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Today's Featured Research Reports
Texas Instruments’ shares have outperformed the Zacks Semiconductor - General industry over the past year (+61.6% vs. +34.2%). Per the Zacks analyst, the company is benefiting from broadening demand across industrial, data center and automotive markets. Its analog and embedded franchises, internal manufacturing, expanding capacity and CHIPS Act support strengthen long-term growth and supply control. The Silicon Labs acquisition further enhances connectivity capabilities.
However, risks include elevated debt, geopolitical and trade exposure, intense competition, seasonality and higher manufacturing costs.
(You can read the full research report on Texas Instruments here >>>)
RTX’s shares have outperformed the Aerospace - Defense industry over the past year (+9.5% vs. -19.6%). The Zacks analyst believes that the company benefits from commercial aerospace recovery, strong defense demand and a robust backlog. Rising air traffic, OEM and aftermarket sales and engine demand support growth, while strong defense bookings provide further stability.
Yet, supply-chain disruptions and aircraft engine availability could constrain production and deliveries. Tariff uncertainty and Russia-related sanctions also pose operational risks.
(You can read the full research report on RTX here >>>)
Marvell’s shares have outperformed the Electronics - Semiconductors industry over the past year (+206.2% vs. +41.4%). The Zacks analyst believes that the company is benefiting from strong AI-driven data center demand, with custom silicon, interconnect, switching and optics supporting growth. Its expanded NVIDIA partnership and recent acquisitions strengthen its position in hyperscaler infrastructure, while communications demand is recovering.
Yet, profitability remains sensitive to product mix, and the business is concentrated among a limited number of customers. Export controls, tariffs and overseas shipments pose risks, while intense competition could pressure demand and margins.
(You can read the full research report on Marvell here >>>)
Air T’s shares have outperformed the Zacks Transportation - Air Freight and Cargo industry over the last six months (+29.9% vs. -12.0%). The Zacks analyst believes that the company benefits from a diversified aviation platform, improving ground-support profitability, recurring digital revenues, stable cargo operations and expanding asset management. Rex and broader aftermarket and MRO capabilities offer additional growth opportunities.
Risks include Rex fleet restoration, integration challenges, FedEx concentration, weaker digital operations and higher financial obligations. Cash flow and earnings visibility remain concerns.
(You can read the full research report on Air T here >>>)
GSI’s shares have underperformed the Zacks Computer - Storage Devices industry over the past year (+16.4% vs. +270.0%). The Zacks analyst believes that the company faces risks from early-stage commercialization of its Gemini-II APU and lengthy defense procurement cycles that could delay adoption. Dependence on a single foundry and evolving export controls and AI regulations may also constrain growth.
However, the company’s compute-in-memory architecture enables low-latency, power-efficient AI processing for drones, robotics and autonomous systems. Government contracts and customer deployments provide validation, while its SRAM business and strong balance sheet offer flexibility.
(You can read the full research report on GSI 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.
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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.