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Analyst Blog: Archive

Kanishka Das

Will Keytruda Continue to Aid Merck's Top Line in Q3 Earnings?

MRK's Keytruda remains its dominant growth engine and is expected to have boosted its top line in the third quarter.

AZN RHHBY BMY MRK

Om Jaiswal

NVTS Shifts to 8-Inch GaN: Will it Help Return to Growth Trajectory?

Navitas's shift to 8-inch GaN wafers aims to cut costs, boost margins and reposition the company toward high-growth AI and energy markets.

WOLF ON NVTS

Kinjel Shah

Can Biogen Stock Rebound as New Drugs Aim to Offset MS Sales Declines?

Biogen's new drugs Leqembi, Skyclarys and Zurzuvae are driving fresh momentum, but MS and Spinraza declines cloud its growth path.

NVS BIIB SUPN PTCT

Zacks Equity Research

Robust Trading, IB Fee Growth to Aid Morgan Stanley's Q3 Earnings

MS's Q3 results are set to shine, fueled by robust trading activity and rising investment banking fees.

GS JPM MS

Swagata Bhattacharya

Target Stock Tumbles 15% in 3 Months: Buy the Dip or Stay Cautious?

TGT's margins and sales remain pressured, yet digital growth, AI upgrades and new merchandising strategies offer hope for improvement.

TGT WMT DG COST

Moumita C. Chattopadhyay

O vs. PLD: Which Real Estate Giant Offers Better Long-Term Growth?

Prologis' expansion into data centers and logistics gives it a powerful growth edge over Realty Income's steady dividend model.

PLD O

Zacks Equity Research

Snap-on's Pre-Q3 Earnings Reveal Positive Trends: What's in Store?

SNA expects to report modest sales growth but softer earnings for Q3 as cost pressures and global headwinds test its recovery momentum.

CCL SNA RL BYD

Zacks Equity Research

Five Reasons to Add Digital Realty Stock to Your Portfolio Now

DLR stands out with rising demand for data centers and strong leasing activity. Its diverse tenant base, global expansion and solid balance sheet bode well for growth.

CCI DLR OUT

Rajani Lohia

lululemon vs. Ralph Lauren: Which Fashion Brand Leads the Industry?

RL's brand elevation and steady momentum contrast with LULU's innovation push amid near-term challenges in the premium apparel space.

RL LULU

Zacks Equity Research

Here's Why You Should Buy Jones Lang LaSalle Stock Right Now

JLL stock is poised to gain as outsourcing trends, business resilience and strategic growth boost investor confidence.

JLL CBRE CWK

Vaishali Doshi

GSAT Hits 52-Week High: Time to Take Profits or Hold for More Gains?

Globalstar hits a fresh 52-week high as IoT gains, strategic tie-ups and infra upgrades fuel optimism despite valuation concerns.

SATS VSAT IRDM GSAT

Zacks Equity Research

Can Affirm & Google's AP2 Partnership Redefine Agent-Led Payments?

AFRM's deepened collaboration with Google on AP2 positions it to lead the evolution of secure, agent-led digital payments.

V PYPL AFRM

Zacks Equity Research

L3Harris Expands New VAMPIRE System Variants to Boost Capabilities

LHX expands its VAMPIRE system lineup across land, sea, air and electronic warfare to strengthen counter-drone defense capabilities.

BA BAESY LHX RTX

Zacks Equity Research

Wendy's Launches Project Fresh to Revitalize Brand & Reignite Growth

WEN launches Project Fresh to reignite growth, refocus spending and revitalize its brand amid industry headwinds.

RRGB WEN GRPN

Zacks Equity Research

Lockheed Boosts Shareholder Value With Buyback & 5% Dividend Hike

LMT lifts its quarterly dividend by 5% and increases its share repurchase fund, reinforcing its long-running shareholder reward strategy.

LMT NOC GD LHX

Sumit Singh

4 Value Stocks to Buy as Markets Eye Earnings and Government Shutdown

As markets brace for the ongoing government shutdown and earnings season, low Price-to-Cash-Flow stocks like STNE, UHS, ITGR & GLDD offer attractive value opportunities.

UHS GLDD ITGR STNE

Zacks Equity Research

Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?

ORCL's $35B CapEx push aims to boost its cloud and AI footprint, but mounting debt and cash flow strain may test the strategy's payoff.

AMZN MSFT ORCL

Moumita C. Chattopadhyay

US Apartment Market Cools in Q3: How Are Residential REITs Placed?

U.S. apartment rents post their first July-September decline since 2009, testing the resilience of major REITs ahead of third-quarter earnings.

AVB EQR UDR ESS

Zacks Equity Research

FIS Integrates Glia's AI to Elevate Personalized Digital Banking

Fidelity National integrates Glia's AI into its Digital One platform to deliver smarter, faster and more personalized digital banking experiences.

FIS GDOT AYI MVST

Zacks Equity Research

Can Synchrony Beat Q3 Earnings Estimates on Improving Margins?

SYF's Q3 results will likely benefit from wider margins and lower charge-offs, boosting chances of another earnings beat.

AXP AMP SYF BWB

Kaibalya Pravo Dey

Fintechs Go Bank Deep: Marsh & McLennan Maps the New Banking Frontier

MMC's Oliver Wyman and QED Investors reveal how fintechs gaining bank charters could redefine competition and reshape financial industry dynamics.

ACN FCN MMC

Zacks Equity Research

SJM's Coffee Strength Shines in Q1: What to Expect Through FY26?

J.M. Smucker's coffee business fuels gains in Q1, driving a higher FY26 sales outlook despite cost and tariff pressures.

SJM UNFI GO VITL

Aparajita Dutta

5 Low-Leverage Stocks to Buy as Market Takes a Tumble

As markets tumble, low-leverage stocks like RMD, SAFRY, PNR, CASY, and DRS offer safer investment options for steady returns.

RMD PNR CASY SAFRY DRS

Zacks Equity Research

How Will Whirlpool's Focus on Cost Control & Innovation Boost Profitability?

WHR's disciplined cost control and bold product innovation aim to build resilience and fuel sustainable long-term profitability.

WHR RL GES BYD

Zacks Equity Research

OVID Stock Soars 39% in a Month Following Upbeat Epilepsy Study Data

Ovid Therapeutics jumps 39% in a month after phase I epilepsy study data show superior efficacy of its lead candidate, OV329, hinting at best-in-class potential.

OVID ALLO AKRO CMMB