The Zacks Analyst Blog Highlights Microsoft, NVIDIA, Alphabet and Cooper-Standard

For Immediate ReleaseChicago, IL – March 26, 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: Microsoft Corp. MSFT, NVIDIA Corp. NVDA, Alphabet Inc. GOOGL and Cooper-Standard Holdings Inc. CPS.Here are highlights from Tuesday’s Analyst Blog:Top Research Reports for Microsoft, NVIDIA and AlphabetThe 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 Microsoft Corp., NVIDIA Corp. and Alphabet Inc., as well as a micro-cap stock Cooper-Standard Holdings Inc.. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.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 Swing Back into GreenToday's Featured Research ReportsShares of Microsoft have underperformed the Zacks Computer - Software industry over the past year (-6.1% vs. -2.4%). The company's Microsoft Office is facing declining commercial licensing due to the continued customer shift to cloud offerings is an overhang. Higher operating expenses and spending on Azure amid stiff competition in the cloud space from Google Cloud and Amazon Web Services remain concerns.Nevertheless, Microsoft is benefiting from steady growth in its AI business and Copilot adoption amid decelerating growth in its Azure cloud infrastructure unit. Productivity and Business Processes revenues continue to rise due to strong adoption of Office 365 Commercial solutions. ARPU growth is driven by E5 as well as M365 Copilot.Intelligent Cloud revenues are gaining from growth in Azure AI services and a rise in AI Copilot business. Non-AI growth trends are experiencing sluggishness due to go-to-market execution challenges. The Zacks analyst expect fiscal 2025 net sales to grow 12.7% from fiscal 2024.(You can read the full research report on Microsoft here >>>)NVIDIA's shares have outperformed the Zacks Semiconductor - General industry over the past year (+31.2% vs. +23.7%). The company is benefiting from the strong growth of artificial intelligence (AI), high performance and accelerated computing. The growing demand for generative AI and large language models using graphic processing units (GPUs) based on NVIDIA's Hopper and Blackwell architectures is aiding data center revenues.Continued ramp-up of Ada RTX GPU workstations in the ProViz end market following the normalization of channel inventory is acting as a tailwind. The Zacks analyst expect NVIDIA's revenues to witness a CAGR of 27.7% through fiscal 2026-2028. Collaborations with over 320 automakers and tier-one suppliers are likely to advance its presence in the autonomous vehicles space.However, a limited supply of Blackwell and Ada GPUs could hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins.(You can read the full research report on NVIDIA here >>>)Shares of Alphabet have outperformed the Zacks Internet - Services industry over the past year (+11.8% vs. +11.1%). The company is riding on strong cloud and search growth. Google Cloud is benefiting from accelerated growth across AI infrastructure, enterprise AI platform Vertex and strong adoption of Generative AI solutions.Alphabet exited 2024 with an annual run rate of $110 billion for its Cloud and YouTube businesses. The company now expects to invest roughly $75 billion in capital expenditures in 2025, which is aimed to build up technical infrastructure, primarily for servers followed by data centers and networking.Its dominant position in the search engine market is a strong growth driver. However, increasing litigation issues and expenses remain concerns. Rising cloud competition from Microsoft and Amazon is a concern.(You can read the full research report on Alphabet here >>>)Cooper-Standard's shares have outperformed the Zacks Automotive - Original Equipment industry over the past year (+11.9% vs. -17.5%). This microcap company with market capitalization of $300.79 million have seen expanded margins despite lower revenue, with fourth-quarter adjusted EBITDA increasing 96.8% year-over-year to $54.3 million. Cost optimizations delivered over $100 million in savings, and management aims for double-digit margins by the fourth quarter of 2025.Net new business reached $181.4 million, with 58% tied to electric vehicles, boosting content per vehicle. Proprietary innovations and partnerships with major original equipment manufacturers enhance competitiveness.However, high debt of $1.06 billion and rising interest costs of $97.3 million in 2024, projected at $105 million to $115 million in 2025, pose risks. Cooper-Standard reported a net loss of $78.7 million in 2024 as revenue declined 3% to $2.73 billion. Weak global auto production, foreign exchange headwinds, and pricing pressure from automakers could challenge its 2025 margin target.(You can read the full research report on Cooper-Standard 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 >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past 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.Zacks Names #1 Semiconductor StockIt's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.See This Stock Now for Free >>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 Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report Cooper-Standard Holdings Inc. (CPS): 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