We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Analyst Blog Highlights JPMorgan, ASML, Chevron, Blue Dolphin Energy and AgEagle Aerial Systems
Read MoreHide Full Article
For Immediate Release
Chicago, IL – October 12, 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: JPMorgan Chase & Co. (JPM - Free Report) , ASML Holding N.V. (ASML - Free Report) , Chevron Corp. (CVX - Free Report) , Blue Dolphin Energy Co. (BDCO - Free Report) and AgEagle Aerial Systems, Inc. (UAVS - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Research Reports for JPMorgan, ASML and Chevron
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 JPMorgan Chase & Co., ASML Holding N.V. and Chevron Corp., as well as two micro-cap stocks Blue Dolphin Energy Co. and AgEagle Aerial Systems, 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.
JPMorgan's shares have outperformed the Zacks Financial - Investment Bank industry over the year-to-date period (+4.8% vs. +2.6%). The company remains well-positioned given the current operating backdrop. Its earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters.
JPMorgan's consumer franchise keeps widening, with U.S. branch builds and Chase digital growth in Europe, while scale, diversified revenues and disciplined balance sheet management drive durable earnings.
A higher-for-longer rate regime is likely to aid net interest income (NII), and solid markets and investment banking (IB) fees and asset management flows are expected to drive fee income. A strong liquidity profile aids enhanced capital returns, with room for selective investments.
Yet, mortgage trends remain uneven, and expenses are likely to remain high as the bank invests in technology, marketing and growth initiatives. Credit quality is a watch item in a tougher, uncertain macro environment.
Shares of ASML have outperformed the Zacks Semiconductor Equipment - Wafer Fabrication industry over the year-to-date period (+66.1% vs. +64.8%). The company's investment case balances favorable demand visibility against execution and policy risks. AI-driven investment is lifting advanced Logic and Memory capacity needs, while rising lithography intensity supports EUV, DUV and installed-base demand.
Customer commitments extend into later years, and High-NA adoption adds another path for technology leadership. Profitability also benefits from increased upgrades, higher volumes and an improved systems mix.
Offsetting these positives, growth depends on customers sustaining elevated capital spending and on ASML expanding output without disrupting costs or supply. China remains a material market, leaving results exposed to export-control uncertainty. High-NA has entered production, but broader customer insertion timing is not yet settled. These offsetting factors support a Neutral view.
Chevron's shares have gained +42.6% over the year-to-date period against the Zacks Oil and Gas - Integrated - International industry's gain of +44.4%. The company produced 4.07 million BOE/day in Q2 2026, up 20% year over year, including record U.S. output of 2.08 million BOE/day, as Hess, Permian and Gulf of America expanded.
Hess delivered $1.5 billion in annual synergies six months early, boosting per-share value. Quarterly cash flow was $19.7 billion and adjusted free cash flow was $15.4 billion; debt fell by more than $8 billion. TTM cash flow and free cash flow conversion were 220.1% and 131.2%.
A 20-year Microsoft agreement for 2.67 GW of power capacity diversifies growth. TTM ROIC of 7.8% tops its 10-year median but trails the industry. Despite commodity risks and valuation concerns, these drivers clearly justify our Outperform recommendation.
Shares of Blue Dolphin have outperformed the Zacks Oil and Gas - Exploration and Production - United States industry over the year-to-date period (+878.9% vs. +31.5%). This microcap company with a market capitalization of $207.41 million benefits from improved refining margins, higher utilization and a lean cost structure that supports operating leverage. Strategic affiliate relationships facilitate jet fuel sales and operational support, while stable tolling and terminaling earnings provide diversification.
Reliable feedstock access, production flexibility and equipment upgrades further support refinery efficiency. However, persistent debt defaults constrain financial flexibility despite improved liquidity. Heavy affiliate dependence creates customer concentration and receivable risks.
Offshore decommissioning and regulatory obligations remain financial burdens. Additionally, earnings remain vulnerable to volatile refining margins, while inventory valuation pressures and working-capital requirements could affect profitability and cash generation.
AgEagle Aerial Systems' shares have gained +2% over the year-to-date period against the Zacks Agriculture - Operations industry's gain of +24.8%. This microcap company with a market capitalization of $52.24 million has its long-term growth prospects supported by its expanding presence in defense, domestic manufacturing capabilities and diversified sensor portfolio.
Increasing military procurement activity, progress in drone certifications and broader access to government purchasing channels could strengthen demand. Investments in counter-drone and autonomous systems offer additional growth opportunities, while MicaSense's established market presence supports commercial diversification.
However, persistent operating losses, elevated expenses and cash outflows continue to pressure financial flexibility. Dependence on equity financing raises shareholder dilution concerns, while supply-chain disruptions and tariff exposure could weigh on margins. Sustained order conversion, manufacturing efficiency and improved cash generation remain critical to long-term performance.
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.
View the Zacks #1 Rank List
Image: Bigstock
The Zacks Analyst Blog Highlights JPMorgan, ASML, Chevron, Blue Dolphin Energy and AgEagle Aerial Systems
For Immediate Release
Chicago, IL – October 12, 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: JPMorgan Chase & Co. (JPM - Free Report) , ASML Holding N.V. (ASML - Free Report) , Chevron Corp. (CVX - Free Report) , Blue Dolphin Energy Co. (BDCO - Free Report) and AgEagle Aerial Systems, Inc. (UAVS - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Research Reports for JPMorgan, ASML and Chevron
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 JPMorgan Chase & Co., ASML Holding N.V. and Chevron Corp., as well as two micro-cap stocks Blue Dolphin Energy Co. and AgEagle Aerial Systems, 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
JPMorgan's shares have outperformed the Zacks Financial - Investment Bank industry over the year-to-date period (+4.8% vs. +2.6%). The company remains well-positioned given the current operating backdrop. Its earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters.
JPMorgan's consumer franchise keeps widening, with U.S. branch builds and Chase digital growth in Europe, while scale, diversified revenues and disciplined balance sheet management drive durable earnings.
A higher-for-longer rate regime is likely to aid net interest income (NII), and solid markets and investment banking (IB) fees and asset management flows are expected to drive fee income. A strong liquidity profile aids enhanced capital returns, with room for selective investments.
Yet, mortgage trends remain uneven, and expenses are likely to remain high as the bank invests in technology, marketing and growth initiatives. Credit quality is a watch item in a tougher, uncertain macro environment.
(You can read the full research report on JPMorgan here >>>)
Shares of ASML have outperformed the Zacks Semiconductor Equipment - Wafer Fabrication industry over the year-to-date period (+66.1% vs. +64.8%). The company's investment case balances favorable demand visibility against execution and policy risks. AI-driven investment is lifting advanced Logic and Memory capacity needs, while rising lithography intensity supports EUV, DUV and installed-base demand.
Customer commitments extend into later years, and High-NA adoption adds another path for technology leadership. Profitability also benefits from increased upgrades, higher volumes and an improved systems mix.
Offsetting these positives, growth depends on customers sustaining elevated capital spending and on ASML expanding output without disrupting costs or supply. China remains a material market, leaving results exposed to export-control uncertainty. High-NA has entered production, but broader customer insertion timing is not yet settled. These offsetting factors support a Neutral view.
(You can read the full research report on ASML here >>>)
Chevron's shares have gained +42.6% over the year-to-date period against the Zacks Oil and Gas - Integrated - International industry's gain of +44.4%. The company produced 4.07 million BOE/day in Q2 2026, up 20% year over year, including record U.S. output of 2.08 million BOE/day, as Hess, Permian and Gulf of America expanded.
Hess delivered $1.5 billion in annual synergies six months early, boosting per-share value. Quarterly cash flow was $19.7 billion and adjusted free cash flow was $15.4 billion; debt fell by more than $8 billion. TTM cash flow and free cash flow conversion were 220.1% and 131.2%.
A 20-year Microsoft agreement for 2.67 GW of power capacity diversifies growth. TTM ROIC of 7.8% tops its 10-year median but trails the industry. Despite commodity risks and valuation concerns, these drivers clearly justify our Outperform recommendation.
(You can read the full research report on Chevron here >>>)
Shares of Blue Dolphin have outperformed the Zacks Oil and Gas - Exploration and Production - United States industry over the year-to-date period (+878.9% vs. +31.5%). This microcap company with a market capitalization of $207.41 million benefits from improved refining margins, higher utilization and a lean cost structure that supports operating leverage. Strategic affiliate relationships facilitate jet fuel sales and operational support, while stable tolling and terminaling earnings provide diversification.
Reliable feedstock access, production flexibility and equipment upgrades further support refinery efficiency. However, persistent debt defaults constrain financial flexibility despite improved liquidity. Heavy affiliate dependence creates customer concentration and receivable risks.
Offshore decommissioning and regulatory obligations remain financial burdens. Additionally, earnings remain vulnerable to volatile refining margins, while inventory valuation pressures and working-capital requirements could affect profitability and cash generation.
(You can read the full research report on Blue Dolphin here >>>)
AgEagle Aerial Systems' shares have gained +2% over the year-to-date period against the Zacks Agriculture - Operations industry's gain of +24.8%. This microcap company with a market capitalization of $52.24 million has its long-term growth prospects supported by its expanding presence in defense, domestic manufacturing capabilities and diversified sensor portfolio.
Increasing military procurement activity, progress in drone certifications and broader access to government purchasing channels could strengthen demand. Investments in counter-drone and autonomous systems offer additional growth opportunities, while MicaSense's established market presence supports commercial diversification.
However, persistent operating losses, elevated expenses and cash outflows continue to pressure financial flexibility. Dependence on equity financing raises shareholder dilution concerns, while supply-chain disruptions and tariff exposure could weigh on margins. Sustained order conversion, manufacturing efficiency and improved cash generation remain critical to long-term performance.
(You can read the full research report on AgEagle Aerial Systems 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 >>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
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.