The Zacks Analyst Blog Highlights Broadcom, JPMorgan Chase and Qualcomm

For Immediate ReleaseChicago, IL – March 18, 2025 – Zacks.com announces the list of stocks and ETFs 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: Broadcom Inc. AVGO, JPMorgan Chase & Co. JPM and Qualcomm Inc. QCOM.Here are highlights from Monday’s Analyst Blog:Top Research Reports for Broadcom, JPMorgan and QualcommThe 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 Broadcom Inc. (AVGO), JPMorgan Chase & Co. (JPM) and Qualcomm Inc. (QCOM). 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 >>>Ahead of Wall StreetThe daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens and attempts to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.You can read today's AWS here >>> Pre-Markets Turn Green for St Patrick's DayToday's Featured Research ReportsBroadcom’s shares have outperformed the Zacks Electronics - Semiconductors industry over the past year (+58.8% vs. +17%). The company is benefiting from strong demand for its networking products and custom AI accelerators (XPUs) as witnessed in first-quarter fiscal 2025. Strong demand for Broadcom’s application-specific integrated chips (ASICs), designed to support AI and machine learning, aids top-line growth.Broadcom expects second-quarter fiscal 2025 AI revenues to jump 44% year over year to $4.4 billion. The acquisition of VMware has benefited Infrastructure software solutions. As of fiscal first quarter, roughly 70% of Broadcom’s largest 10,000 customers have adopted VMware Cloud Foundation.Broadcom’s expanding AI portfolio, along with a rich partner base, reflects solid top-line growth potential. However, gross margin in fiscal second quarter is expected to contract sequentially on unfavorable revenue and product mix. High debt level is a headwind.(You can read the full research report on Broadcom here >>>)Shares of JPMorgan Chase have gained +23.5% over the past year against the Zacks Financial - Investment Bank industry’s gain of +25.4%. The company’s Strategic buyouts, branch openings and decent loan demand will aid the company. With interest rates likely to remain high for longer, its net interest income (NII) will get support.The Zacks analyst expects NII (managed) to show a CAGR of 3.4% by 2027. Yet, the volatile nature of the capital markets business and high mortgage rates will hurt fee income growth. Our estimate for non-interest income indicates an 11.6% fall in 2025. As it invests heavily in technology and marketing, expenses are expected to remain elevated.Our estimates for non-interest expenses reflect a CAGR of 2.5% by 2025. Weak asset quality is worrisome. However, a resurgence in deal-making activities and a solid pipeline will drive the investment banking (IB) business. We expect IB fees to grow at a CAGR of 7.6% by 2027.(You can read the full research report on JPMorgan Chase here >>>)Qualcomm's have underperformed the Zacks Electronics - Semiconductors industry over the past year (-4.4% vs. +17%). The company is also facing challenges from low-cost chip manufacturers like MediaTek and Rockchip. Moreover, the majority of its customers include Chinese manufacturers, which further clouds the revenue-generating potential owing to strained bilateral trade relationships with the United States.Also, Apple’s move towards designing its chip in-house will likely have a negative impact on Qualcomm’s profit. Nevertheless, Qualcomm is increasingly focusing on the seamless transition from a wireless communications firm for the mobile industry to a connected processor firm for the intelligent edge.With the accelerated rollout of 5G technology, it is benefiting from investments toward building a licensing program in mobile. The acquisition of Veoneer, Inc. has significantly strengthened QCOM’s position in the emerging market of driver-assistance technology.(You can read the full research report on Qualcomm 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 >>Zacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast 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.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report JPMorgan Chase & Co. (JPM): Free Stock Analysis Report QUALCOMM Incorporated (QCOM): Free Stock Analysis Report Broadcom Inc. (AVGO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks