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Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Meta Platforms, Alibaba Group and Medalist Diversified REIT

NVIDIA, Meta, Alibaba and Medalist Diversified REIT all topped their industries over the past year, but each faces unique risks despite strong momentum.

NVDANegative Net Change BABAPositive Net Change MDRRNegative Net Change METAPositive Net Change

Zacks Equity Research

Amazon Bets on AI Spending: Will Capex Drive Growth or Prove Risky?

AMZN pours $31.4B into AI and cloud in Q2, aiming for $100B capex this year as it races to scale AWS and expand enterprise contracts.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Is Disney's DTC Momentum the Key to Reviving Entertainment Margins?

DIS's DTC turnaround, fueled by subscriber growth and price hikes, is emerging as the core driver of its entertainment recovery.

NFLXPositive Net Change DISNegative Net Change WBDPositive Net Change

Vasundhara Sawalka

Will Amazon Partnership Help Netflix Double Ad Revenue Targets?

NFLX-AMZN DSP deal expands reach to 94M ad users. NFLX up 40% YTD as ad tier drives 55% of signups, supporting 2025's revenue doubling targets.

AMZNPositive Net Change NFLXPositive Net Change DISNegative Net Change WBDPositive Net Change

Vasundhara Sawalka

NFLX vs. PSKY: Which Streaming Giant Has Better Upside Potential?

Netflix trades at 41.7x P/E vs PSKY's 9.5x, but Netflix's 34% margins, $8B cash flow & strong content pipeline justify a premium over debt-laden Paramount Skydance.

NFLXPositive Net Change PSKYNegative Net Change

Vasundhara Sawalka

Disney Trades at 18.41x Discounted P/E: Buy, Sell or Hold the Stock?

DIS trades at 18.41x P/E, below historical averages. Despite streaming profits & park growth, hold for better entry as 2026 expansions create near-term risks.

AMZNPositive Net Change NFLXPositive Net Change DISNegative Net Change WBDPositive Net Change

Zacks Equity Research

Can Sports Engagement Emerge as ROKU's Next Pillar for Revenue Growth?

Roku is leaning into live sports to grow high-value viewership, lift engagement and attract premium advertising dollars.

AMZNPositive Net Change NFLXPositive Net Change ROKUNegative Net Change

Zacks Equity Research

DocuSign Shares Rise 4.7% Post Q2 Earnings & Revenue Beat

DOCU's Q2 earnings and revenues beat estimates by 9.5% and 2.8%, respectively, boosting shares by 4.7% and fueling an upbeat FY26 outlook.

IPGNegative Net Change FIPositive Net Change DOCUPositive Net Change

Kashvi Chandgothia

ROKU vs. CMCSA: Which Streaming Stock is Better Positioned for Growth?

Roku's content, commerce and ad synergy give it an edge as CMCSA navigates slower streaming profitability.

CMCSANegative Net Change ROKUNegative Net Change

Zacks Equity Research

Can Rising Streaming Hours Translate Into Revenue Gains for Roku?

As ROKU's streaming hours surge, the key question is whether engagement will translate into revenue.

AMZNPositive Net Change NFLXPositive Net Change ROKUNegative Net Change

Vasundhara Sawalka

Can ROKU Channel Push Shares Higher After 19.8% 6-Month Rally?

ROKU rises 19.8% over 6 months on strength in Roku Channel, but elevated valuation suggests holding existing positions while waiting for better entry points in 2025.

NFLXPositive Net Change DISNegative Net Change WBDPositive Net Change ROKUNegative Net Change

Zacks Equity Research

Bumble App Revenues Decline: Is User Churn a Bigger Threat to Growth?

BMBL's revenue drop and shrinking paying user base highlight churn as a bigger threat than short-term sales swings.

MTCHNegative Net Change BMBLPositive Net Change GRNDNegative Net Change

Vasundhara Sawalka

Disney vs. Comcast: Which Theme Park Giant is a Stronger Pick?

DIS beats CMCSA despite the valuation gap. Streaming profits, theme park dominance, and Abu Dhabi expansion create a superior growth runway versus Epic Universe gains.

CMCSANegative Net Change DISNegative Net Change

Vasundhara Sawalka

Should You Buy Netflix at 40.8x P/E? 3 Reasons Despite the Premium

Buy NFLX despite 40.8x P/E. Ad transformation, robust content investments and strong cash generation drive multi-year outperformance.

AMZNPositive Net Change AAPLPositive Net Change NFLXPositive Net Change DISNegative Net Change

Supriyo Bose

PINS Focuses More on AI for Personalized Content: A Key Growth Driver?

Pinterest doubles down on AI-driven personalization and ad tools to boost user engagement and long-term monetization growth.

AMZNPositive Net Change MSFTPositive Net Change PINSPositive Net Change

Zacks Equity Research

Bumble's Customer Retention Rate Slips: Is Growth Getting Harder?

BMBL's paying users fell 8.7% to 3.8M in second-quarter 2025. Despite AI investments and cost cuts, retention challenges deepen further.

MTCHNegative Net Change BMBLPositive Net Change GRNDNegative Net Change

Vasundhara Sawalka

BMBL vs. META: Which Social Connection Stock Offers Better Upside?

Meta Platforms' 22% revenue growth & AI leadership via Llama 4 overshadow Bumble's discount valuation. Despite premium pricing, META offers superior upside potential.

BMBLPositive Net Change METAPositive Net Change

Zacks Equity Research

Stock Market News for Aug 15, 2025

Wall Street closed mixed on Thursday after a choppy session.

VIPSPositive Net Change WBPositive Net Change EQXPositive Net Change

Vasundhara Sawalka

NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?

Buy Netflix as ad revenues double & blockbuster content drives 16% growth; wait on Roku until sustainable profitability emerges despite platform strength.

NFLXPositive Net Change ROKUNegative Net Change

Supriyo Bose

Should Your Portfolio Include PINS Stock Post Modest Q2 Results?

Pinterest's solid Q2 revenues and AI-driven ad tools fuel growth, but rising costs and tough competition weigh on margins.

AMZNPositive Net Change SNAPPositive Net Change PINSPositive Net Change METAPositive Net Change

Shaun Pruitt

Don't Overlook These Chinese Tech Stocks as Q2 Earnings Approach: NTES, VIPS

Set to report their Q2 results on Thursday, August 14, NetEase (NTES) and Vipshop (VIPS) are two top-rated Chinese tech firms that investors will want to pay attention to.

NTESPositive Net Change VIPSPositive Net Change JDPositive Net Change BABAPositive Net Change

Aniruddha Ganguly

2 Internet Content Stocks to Watch From a Challenging Industry

The Zacks Internet - Content industry participants like YELP and OPRA are benefiting from expanding mobile, digital and cloud-based offerings amid challenging global macroeconomic conditions.

YELPPositive Net Change OPRAPositive Net Change

Zacks Equity Research

Tucows Q2 Loss Narrows Y/Y on 10% Revenue Gain, Segment Growth

TCX Q2 earnings improve with a 10% y/y revenue rise, strong Wavelo Platform and Tucows Domains growth, and Ting Internet's shift to a capital-light model, boosting profitability.

TCXPositive Net Change

Vasundhara Sawalka

Parks & Streaming Drive Disney's Q3 Results: Time to Buy the Stock?

DIS' Q3 beat shows record parks revenues and streaming profits, signaling a buy opportunity in 2025.

AMZNPositive Net Change AAPLPositive Net Change NFLXPositive Net Change DISNegative Net Change

Zacks Equity Research

Warner Bros. Discovery Q2 Earnings Beat Estimates, Revenues Rise Y/Y

WBD's second-quarter 2025 results reflect improvement in Distribution and Content revenues, offset by sluggishness in ad revenues.

NFLXPositive Net Change DISNegative Net Change WBDPositive Net Change