Monday, 2022 October 31
Zacks Research Daily presents the best research findings from our team of analysts. Today’s Research Daily features new research reports on 16 major stocks, including Exxon Mobil Corporation ( XOM ), T-Mobile US, Inc. ( TMUS ), and Intuitive Surgical, Inc. ( ISRG ). These research reports have been selected from around 70 reports published today by our research team.
You can all of today’s research reports can be found here >>>
Shares from Exxon Mobil. has outperformed the Zacks Oil and Gas – Integrated – International industry (+69.3% vs. +41.6%) over the past year. The company’s bellwether status and optimal integrated capital structure, which has historically delivered industry-leading returns, make it a relatively lower-risk energy sector.
Since 2015 Exxon Mobil has made more than 30 discoveries in Guyana. ExxonMobil is also active in the productive Permian Basin, where it expects to produce oil in 2022. to increase the production volume by 25 percent. belonging to the industry. XOM recently reported strong third-quarter earnings due to higher prices and production and strong refining margins.
However, the company is constantly burdened with ever-increasing costs, which has negatively impacted earnings. Also, an aggressive capital budget remains a headwind for the company. Therefore, stocks require a cautious stance.
(You can read the full Exxom Mobil research report here >>>)
Shares from T-Mobile has outperformed the Zacks Wireless National industry (+28.2% vs. -13.8%) over the past year. The company reported relatively modest 2022 third quarter results, and industry-leading postpaid and broadband customer growth, driven by a superior 5G network and customer focus. Decommissioning of Sprint’s customer network is expected to be completed by the end of the year.
T-Mobile has expanded its 5G footprint by introducing 5G home internet services in several states. T-Mobile has raised guidance for 2022 based on good demand trends.
However, it operates in a highly competitive and nearly saturated US telecommunications market, which limits its growth potential to some extent. Several promotional activities to attract additional customers further reduce its profitability. In addition, it uses a leasing strategy in order to attract customers and thereby take on credit risk. The problems of debt obligations also remain.
(You can read the full T-Mobil research report here >>>)
Intuitive surgery shares are down -30.7% over the past year, while the Zacks Medical – Instruments industry is down -33.5%. The company faces intense competition in the global MedTech space, and rising costs remain a concern. Nevertheless, the volume of da Vinci procedures in the first nine years of 2022 months, and this trend is likely to continue in the coming quarter.
Intuitive Surgical’s revenue growth during the quarter under review reflected increases in revenue from procedures, system placement and services across all markets. Management, a strong US dollar, lingering supply chain issues and inflation are weighing on operating margins.
Despite this challenging environment, Intuitive Surgical saw healthy customer demand for its products during the quarter under review. A stable liquidity position is an additional plus.
(You can read the full Intuitive Surgery study report here >>>)
Other noteworthy reports we have today include Texas Instruments Incorporated (TXN), Regeneron Pharmaceuticals, Inc. (REGN) and Infosys Limited (INFY).
Director of Research
Note: Sheraz Mian leads Zacks Equity Research and is a well-regarded total revenue expert. He is frequently quoted in print and electronic media and publishes a weekly magazine Earnings trends and Review of earnings messages. If you want to receive a notification by e-mail by mail every time Sheraz publishes a new article, please click here >>>
Today’s must read
ExxonMobil ( XOM ) benefits from discoveries in the Stabroek block
T-Mobile ( TMUS ) drives solid customer growth, 5G network
Intuitive Surgery (ISRG) The da Vinci System helps offset risk
Texas Instruments ( TXN ) banks on solid data center demand
According to a Zacks analyst, increasing demand for data centers is boosting Texas Instruments’ revenue in the enterprise systems market.
Eylea, Dupixent Fuel Regeneron (REGN) on competitive terms
According to the Zacks analyst, strong demand for Eylea and Dupixent is supporting Regeneron’s momentum against the competition. However, sales of REGEN-COV declined due to a lack of efficacy against the Omicron variant.
Digital Transformation, AI Distribution Aid Infosys (INFY)
According to the Zacks analyst, Infosys is benefiting from big deal wins and increased customer investment in digital transformation, artificial intelligence and automation.
Market share gains are helping sales of Keurig Dr Pepper ( KDP ).
According to a Zacks analyst, Keurig Dr Pepper is seeing a recovery in its coffee business, along with strong market share gains across all categories and brands. As a result, sales increased by 11.4% in the third quarter.
Investment support American Electric (AEP), weak solvency
According to the Zacks analyst, American Electric’s large investments provide a stable revenue base and drive long-term growth potential. However, its weak solvency position remains a concern
Building materials segment to drive Carlisle (CSL)
Strong traction in Carlisle’s building materials segment, led by the United States roofing market and new construction activity, will drive the company’s growth, according to a Zacks analyst.
Vail Resorts ( MTN ) strategic investment banks, gloomy traffic
According to the Zacks analyst, Vail Resorts will likely benefit from investments in the project’s development, capacity and technology program. However, the reduced flow compared to pre-pandemic levels is a concern.
Booz Allen (BAH) uses differentiated business models
According to the Zacks analyst, Booz Allen Hamilton has developed its solutions business to create different business models and sales channels and increase customer acquisition.
Plexus (PLXS) benefits from demand environment, application ramps
According to the Zacks analyst, Plexus will continue to benefit from a strong demand environment and a ramp of new applications. The company’s expansion into several global growth markets and a huge backlog promise good results.
AMERISAFE (AMSF) offers premium growth and policy retention
According to the Zacks analyst, AMERISAFE is focusing more on hazardous industries and will continue to receive higher premiums. In addition, strong policy retention rates will provide a solid platform for growth.
New previous versions
SkyWest ( SKYW ) is grappling with rising operating costs
The Zacks analyst worries that rising salaries, wages and benefits are driving up SkyWest’s operating costs. This is likely to impact SkyWest’s results.
Lower volumes are a concern for Tyson Foods’ ( TSN ) Top Line.
Soft volume is a concern for Tyson Foods, according to a Zacks analyst. Its fiscal third-quarter volumes fell 1.9% due to supply constraints and a challenging macroeconomic environment impacting consumer demand.
Costs, challenging operating backdrop hurt SVB Financial (SIVB)
According to a Zacks analyst, increased operating expenses could hurt SVB Financial’s profitability. Geopolitical and recession fears are other headwinds likely to weigh on its financial results.
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Regeneron Pharmaceuticals, Inc. (REGN): Free stock analysis report
Texas Instruments Incorporated (TXN): Free Stock Analysis Report
Exxon Mobil Corporation (XOM): Free Stock Analysis Report
Infosys Limited (INFY): Free Stock Analysis Report
Intuitive Surgical, Inc. (ISRG): Free stock analysis report
TMobile US, Inc. (TMUS): Free Stock Analysis Report
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