The Zacks Analyst Blog Highlights Broadcom, Mastercard and Netflix

For Immediate ReleaseChicago, IL – January 15, 2025 – 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: Broadcom Inc. AVGO, Mastercard Inc. MA and Netflix, Inc. NFLX.Here are highlights from Tuesday’s Analyst Blog:Top Analyst Report for Broadcom, Mastercard and NetflixThe 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., Mastercard Inc. and Netflix, Inc. 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 >>>Broadcom shares have outperformed the Zacks Electronics - Semiconductors industry over the past year (+99.6% vs. +63%), with the stock jumping back following the blockbuster results on December 12th. The company reported strong fiscal fourth-quarter results, with revenues and earnings increasing year over year. The company benefited from strong demand for Broadcom’s custom AI accelerators (XPUs) and networking.Broadcom experienced four times growth in AI connectivity revenues, driven by global shipments of its Tomahawk and Jericho solutions. The acquisition of VMware has benefited Infrastructure software solutions. AVGO’s strong partner base, including Arista Networks, Dell Technologies, Juniper and Supermicro, served as a key catalyst.However, non-AI semiconductor revenues declined, reflecting a cyclical downturn that acted as a headwind. High cash interest expenses, a higher tax burden, and ongoing restructuring costs related to the VMware acquisition affected overall profitability.(You can read the full research report on Broadcom here >>>)Shares of Mastercard have gained +14.4% over the past year against the Zacks Financial Transaction Services industry’s gain of +19.1%. The company’s numerous acquisitions have helped it grow its addressable markets and drive new revenue streams. Mastercard expects low-teens net revenue growth in the fourth quarter of 2024.The accelerated adoption of digital and contactless solutions is providing an opportunity for its business to expedite its shift to the digital mode. MA's strong cash flow supports its growth initiatives and enables shareholder value-boosting efforts through share repurchases and dividends.However, steep operating expenses might stress its margins in the future. The Zacks analyst expect total operating expenses to increase 10.9% year over year in 2024. High rebates and incentives may weigh on net revenues. Also, it is overvalued than the industry at current levels. As such, the stock warrants a cautious stance.(You can read the full research report on Mastercard here >>>)Netflix shares have outperformed the Zacks Broadcast Radio and Television industry over the past year (+62.8% vs. +46.2%). The company is benefiting from its growing subscriber base, thanks to a robust content portfolio and healthy engagement levels with about two hours of viewing per member per day, indicating strong member retention. NFLX added 5.07 million paid subscribers globally in Q3 2024.The planned launch of an in-house ad tech platform in 2025 signals Netflix's commitment to maximizing this new revenue stream, with ad revenues expected to roughly double year-over-year in 2025. NFLX has raised its guidance for the full year 2024, projecting revenue growth at the high end of its previous 14-15% range.However, stiff competition in the streaming space from the likes of Apple, Amazon Prime Video and Disney+ is a headwind. NFLX’s leveraged balance sheet and a higher streaming obligation are concerns.(You can read the full research report on Netflix here >>>)Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.0 average gain per year. Amazingly, they soared with average gains of +44.9%, +48.4% and +55.2% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks 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.Free Today: Profiting from The Future’s Brightest Energy SourceThe demand for electricity is growing exponentially. At the same time, we’re working to reduce our dependence on fossil fuels like oil and natural gas. Nuclear energy is an ideal replacement.Leaders from the US and 21 other countries recently committed to TRIPLING the world’s nuclear energy capacities. 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