The Zacks Analyst Blog Highlights NVIDIA, Johnson & Johnson, T-Mobile US and The Eastern

03.02.25 10:30 Uhr

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For Immediate ReleaseChicago, IL – February 3, 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: NVIDIA Corp. NVDA, Johnson & Johnson JNJ, T-Mobile US, Inc. TMUS and The Eastern Co. EML.Here are highlights from Friday’s Analyst Blog:Top Research Reports for NVIDIA, J&J and T-MobileThe 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 NVIDIA Corp., Johnson & Johnson and T-Mobile US, Inc., as well as a micro-cap stock The Eastern Co. 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 open 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 >>> December PCE Steady with Expectations; Plenty of Mixed Q4 EarningsToday's Featured Research ReportsNVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the past year (+96.7% vs. +73.9%). The company is benefiting from the strong growth of artificial intelligence (AI), high performance and accelerated computing. The data center end-market business is benefiting from the growing demand for generative AI and large language models using graphic processing units (GPUs) based on NVIDIA Hopper and Ampere architectures.A surge in hyperscale demand and higher sell-ins to partner across the Gaming and ProViz end markets following the normalization of channel inventory are acting as tailwinds. Collaborations with Mercedes-Benz and Audi are likely to advance its presence in the autonomous vehicles and other automotive electronics space.The Zack’s analyst expect NVIDIA’s revenues to witness a CAGR of 50.5% through fiscal 2025-2027. However, softening IT spending amid macroeconomic headwinds and the U.S.-China tech war remain major concerns.(You can read the full research report on NVIDIA here >>>)Shares of Johnson & Johnson have underperformed the Zacks Large Cap Pharmaceuticals industry over the past year (-0.5% vs. +1%). The company’s sales in the MedTech segment have slowed down due to headwinds in Asia-Pacific markets like China and competitive pressure in some categories. The launch of Stelara generics is expected to significantly erode the drug’s sales in 2025. The uncertainty around its talc lawsuits remains.Nevertheless, J&J beat Q4 estimates for earnings and sales. Its Innovative Medicine unit is showing a growth trend, driven by existing products like Darzalex, Tremfya and Erleada and continued uptake of new launches, including Spravato, Carvykti and Tecvayli.J&J is making rapid progress with its pipeline and has been on an acquisition spree lately, which has strengthened its pipeline. J&J has also made strong progress toward resolving the talc litigation.(You can read the full research report on Johnson & Johnson here >>>)T-Mobile’s shares have outperformed the Zacks Wireless National industry over the past year (+46.6% vs. +27.6%). The company reported impressive fourth-quarter 2024 results, with both the bottom and top lines surpassing the respective Zacks Consensus Estimate. The company is benefiting from solid demand for postpaid services.In 2024, the company added 6.1 million postpaid net customers while postpaid net account additions were 1.1 million, both metrics being the best in the industry. Solid growth in free cash flow accentuates efficient capital management and implies that the company is well-positioned to invest in growth initiatives and pay debt and dividends.However, owing to the stock’s premium valuation, we believe investors should remain cautious as macroeconomic factors, market saturation, or economic downturns can significantly impact overvalued stocks like TMUS. Fierce competition is straining profitability. A high debt burden remains a concern.(You can read the full research report on T-Mobile here >>>)Shares of Eastern have outperformed the Zacks Security and Safety Services industry over the past year (+17% vs. +12.1%). This microcap company with market capitalization of $171.52 million demonstrates robust revenue growth, with net sales rising 6% year over year to $206.1 million in the first nine months of 2024, fueled by demand for truck mirror assemblies and transport packaging. Its 13% backlog growth highlights strong future sales potential. Gross margins improved to 25.2%.Portfolio realignment, including divesting Big 3 Mold, focuses resources on high-growth segments. The “One Eastern” strategy enhances efficiency, supported by investments in Mexico and China for competitive scalability. Eastern’s 337th consecutive dividend exemplifies financial stability and shareholder focus.However, challenges include a 54% drop in operating cash flow, rising SG&A expenses, elevated capital intensity, and inventory pressures. Debt increased to $41.5 million with rising leverage, amplifying interest rate risks. Geopolitical challenges further weigh on financial flexibility.(You can read the full research report on Eastern 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.Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 228 positions with double- and triple-digit gains in 2023 alone.See Stocks Now >>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 Johnson & Johnson (JNJ): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report T-Mobile US, Inc. (TMUS): Free Stock Analysis Report Eastern Company (The) (EML): Get Free ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Nachrichten zu NVIDIA Corp.

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Analysen zu NVIDIA Corp.

DatumRatingAnalyst
27.01.2025NVIDIA OutperformBernstein Research
21.01.2025NVIDIA BuyUBS AG
14.01.2025NVIDIA OutperformBernstein Research
10.01.2025NVIDIA BuyUBS AG
10.01.2025NVIDIA HoldDeutsche Bank AG
DatumRatingAnalyst
27.01.2025NVIDIA OutperformBernstein Research
21.01.2025NVIDIA BuyUBS AG
14.01.2025NVIDIA OutperformBernstein Research
10.01.2025NVIDIA BuyUBS AG
09.01.2025NVIDIA BuyUBS AG
DatumRatingAnalyst
10.01.2025NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
11.06.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

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