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The Zacks Analyst Blog Highlights Intel, Novartis AG, Itau Unibanco and AMREP
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For Immediate Release
Chicago, IL – October 27, 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: Intel Corp. (INTC - Free Report) , Novartis AG (NVS - Free Report) , Itaú Unibanco Holding S.A. (ITUB - Free Report) and AMREP Corp. (AXR - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Top Analyst Reports for Intel, Novwrtis and Itau Unibanco
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 12 major stocks, including Intel Corp., Novartis AG and Itaú Unibanco Holding S.A., as well as a micro-cap stock AMREP 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.
Intel's shares have outperformed the Zacks Semiconductor - General industry over the year-to-date period (+137.5% vs. +19.8%). The company is likely to be plagued by memory and supply constraints, intense competition and exposure to China. Foundry adoption remains dependent on execution, while heavy investment and uneven cash generation constrain flexibility. The stock's elevated valuation leaves limited room for setbacks.
However, Intel's manufacturing recovery and expanding AI portfolio support a broader growth profile across client, data center and foundry markets. Server demand, AI PCs, purpose-built silicon and advanced packaging are widening customer engagement, while the 18A roadmap is moving through risk production and high-volume manufacturing milestones.
Intel's local AI strategy also has a practical enterprise use case, with Arizona State University deployment showing potential productivity gains from on-device agents and vPro security.
Shares of Novartis have gained +13.7% over the year-to-date period against the Zacks Large Cap Pharmaceuticals industry's gain of +19.4%. The company's recent performance demonstrated that its portfolio of newer growth products is increasingly capable of offsetting the impact of generic competition, including the loss of U.S. exclusivity for blockbuster heart failure drug Entresto.
Generic competition for Promacta is also pulling down the top line. The company has a strong and diverse portfolio, with key drugs like Kisqali, Kesimpta, Pluvicto and Leqvio. Our model estimates for Pluvicto and Kisqali indicate a CAGR of 26.8% and 26.2%, respectively, over the next three years.
Novartis is also strengthening its long-term growth outlook through targeted business development. Key upcoming catalysts across various pipeline programs are positioned to support mid-term growth outlook. However, recent pipeline setbacks have dampened investor sentiment.
Itau Unibanco's shares have gained +9% over the year-to-date period against the Zacks Banks - Foreign industry's gain of +13.1%. The company's earnings met the estimates in one of the trailing four quarters. The conditional approval for a Miami-based national bank will expand its U.S. wealth-management capabilities, while strategic buyouts continue to strengthen its digital and investment businesses.
Steady revenue growth is supported by strong insurance, asset management and investment banking operations. Also, solid funding should help maintain a healthy credit portfolio.
However, the company's expenses are expected to remain elevated due to higher technology investments, despite cost-control efforts. Any economic slowdown in Brazil or Latin America could hurt its operational efficiency and profitability. Weakening credit quality amid the volatile macroeconomic environment remains a concern.
Shares of AMREP have outperformed the Zacks Real Estate - Development industry over the year-to-date period (+12.4% vs. -29.4%). This microcap company with a market capitalization of $111.45 million has an extensive land bank, expanding homebuilding operations and growing rental portfolio to support its long-term growth prospects. A healthy homebuilding pipeline, flexible development strategy and strong liquidity position provide opportunities for sustained growth.
However, weak land sales, housing affordability challenges, limited contracted backlog and rising administrative costs remain concerns. Customer and geographic concentration, margin pressures and slower capital recycling further add to operating risks.
The stock's valuation suggests potential upside for investors, supported by its asset base and long-term growth opportunities. However, persistent market uncertainties and uneven operating performance could limit near-term gains. Investors may prefer a cautious approach until demand conditions stabilize and earnings visibility improves.
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.
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 Intel, Novartis AG, Itau Unibanco and AMREP
For Immediate Release
Chicago, IL – October 27, 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: Intel Corp. (INTC - Free Report) , Novartis AG (NVS - Free Report) , Itaú Unibanco Holding S.A. (ITUB - Free Report) and AMREP Corp. (AXR - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Top Analyst Reports for Intel, Novwrtis and Itau Unibanco
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 12 major stocks, including Intel Corp., Novartis AG and Itaú Unibanco Holding S.A., as well as a micro-cap stock AMREP 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
Intel's shares have outperformed the Zacks Semiconductor - General industry over the year-to-date period (+137.5% vs. +19.8%). The company is likely to be plagued by memory and supply constraints, intense competition and exposure to China. Foundry adoption remains dependent on execution, while heavy investment and uneven cash generation constrain flexibility. The stock's elevated valuation leaves limited room for setbacks.
However, Intel's manufacturing recovery and expanding AI portfolio support a broader growth profile across client, data center and foundry markets. Server demand, AI PCs, purpose-built silicon and advanced packaging are widening customer engagement, while the 18A roadmap is moving through risk production and high-volume manufacturing milestones.
Intel's local AI strategy also has a practical enterprise use case, with Arizona State University deployment showing potential productivity gains from on-device agents and vPro security.
(You can read the full research report on Intel here >>>)
Shares of Novartis have gained +13.7% over the year-to-date period against the Zacks Large Cap Pharmaceuticals industry's gain of +19.4%. The company's recent performance demonstrated that its portfolio of newer growth products is increasingly capable of offsetting the impact of generic competition, including the loss of U.S. exclusivity for blockbuster heart failure drug Entresto.
Generic competition for Promacta is also pulling down the top line. The company has a strong and diverse portfolio, with key drugs like Kisqali, Kesimpta, Pluvicto and Leqvio. Our model estimates for Pluvicto and Kisqali indicate a CAGR of 26.8% and 26.2%, respectively, over the next three years.
Novartis is also strengthening its long-term growth outlook through targeted business development. Key upcoming catalysts across various pipeline programs are positioned to support mid-term growth outlook. However, recent pipeline setbacks have dampened investor sentiment.
(You can read the full research report on Novartis here >>>)
Itau Unibanco's shares have gained +9% over the year-to-date period against the Zacks Banks - Foreign industry's gain of +13.1%. The company's earnings met the estimates in one of the trailing four quarters. The conditional approval for a Miami-based national bank will expand its U.S. wealth-management capabilities, while strategic buyouts continue to strengthen its digital and investment businesses.
Steady revenue growth is supported by strong insurance, asset management and investment banking operations. Also, solid funding should help maintain a healthy credit portfolio.
However, the company's expenses are expected to remain elevated due to higher technology investments, despite cost-control efforts. Any economic slowdown in Brazil or Latin America could hurt its operational efficiency and profitability. Weakening credit quality amid the volatile macroeconomic environment remains a concern.
(You can read the full research report on Itau Unibanco here >>>)
Shares of AMREP have outperformed the Zacks Real Estate - Development industry over the year-to-date period (+12.4% vs. -29.4%). This microcap company with a market capitalization of $111.45 million has an extensive land bank, expanding homebuilding operations and growing rental portfolio to support its long-term growth prospects. A healthy homebuilding pipeline, flexible development strategy and strong liquidity position provide opportunities for sustained growth.
However, weak land sales, housing affordability challenges, limited contracted backlog and rising administrative costs remain concerns. Customer and geographic concentration, margin pressures and slower capital recycling further add to operating risks.
The stock's valuation suggests potential upside for investors, supported by its asset base and long-term growth opportunities. However, persistent market uncertainties and uneven operating performance could limit near-term gains. Investors may prefer a cautious approach until demand conditions stabilize and earnings visibility improves.
(You can read the full research report on AMREP 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.