Top Analyst Reports for Exxon Mobil, Netflix & Alibaba

Tuesday, March 11, 2025The 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 Exxon Mobil Corp. (XOM), Netflix, Inc. (NFLX) and Alibaba Group Holding Ltd. (BABA), as well as a micro-cap stock CSP Inc. (CSPI). 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 Melting Away Early-Morning GainsToday's Featured Research ReportsExxon Mobil’s shares have outperformed the Zacks Oil and Gas - Integrated - International industry over the past year (+6.7% vs. +5.4%). The company’s high-value assets in the Permian Basin and Guyana drive robust production growth, doubling upstream earnings since 2019. The Pioneer acquisition and Guyana ramp-up have enhanced profitability, while a robust structural savings strengthen resilience.  With a lower exposure to debt capital, XOM supports steady cash flows, dividends, buybacks and investments in high-return projects. Expansion in low-carbon tech, including Baytown's hydrogen facility, positions it for future growth. Yet, refining margins are pressured due to global capacity increases, with refining profits softening. The refining margin pressure intensifies the reliance on upstream operations which is vulnerable to fluctuating oil and gas prices. Commodity price volatility challenges profitability, especially as crude prices dipped in the fourth quarter.(You can read the full research report on Exxon Mobil here >>>)Shares of Netflix have outperformed the Zacks Broadcast Radio and Television industry over the past year (+41.8% vs. +38%). The company is benefiting from its growing subscriber base, thanks to a robust localized and foreign-language content portfolio and healthy engagement levels with about two hours of viewing per member per day, indicating strong member retention. The launch of a first-party ad tech platform in Canada and ones in the remaining ad countries in 2025 signals Netflix's commitment to maximizing this new revenue stream, with ad revenues expected to roughly double year-over-year. Raised revenue guidance for 2025 between $43.5-$44.5 billion reflects improved business fundamentals. However, stiff competition in the streaming space from 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 >>>)Alibaba’s shares have outperformed the Zacks Internet - Commerce industry over the past year (+78.1% vs. +18.1%). The company’s Q3 fiscal 2025 results benefited from the monetization of Taobao and Tmall Group, cloud businesses and AI-integrated products. BABA is riding on strong momentum in its international commerce retail business, driven by strength in AliExpress’ Choice. Growing international commerce wholesale business, thanks to strength in cross-border-related value-added services, is a tailwind. Expanding China's wholesale commerce business is a positive. Robust local consumer services and Cainiao logistics services are further driving top-line growth. Shares of the company have outperformed the industry in the past year. However, non-GAAP earnings of $2.93 per ADS fell short of estimates, suggesting a complex growth narrative. Current market valuations, with the stock trading at multi-year highs, suggest limited immediate upside potential.(You can read the full research report on Alibaba here >>>)Shares of CSP have underperformed the Zacks Computer - Integrated Systems industry over the past year (-23.5% vs. -18.6%). This microcap company with market capitalization of $151.07 million is facing risks which include weak growth in the high-performance products segment, dependence on low-margin IT solutions and continued operating losses despite revenue growth. High stock-based compensation, customer concentration risks and limited international reach add uncertainty. Investors must weigh CSP’s cybersecurity potential against its ongoing profitability challenges. Nevertheless, CSP is transitioning toward high-margin, recurring revenue streams, driven by strong service revenue growth and increased demand for its cybersecurity solutions. The company’s AZT PROTECT platform is gaining traction in critical infrastructure sectors, supported by key partnerships and a growing patent portfolio. A strong balance sheet with no long-term debt enables strategic investments, while its alliance with Rockwell Automation accelerates market expansion.(You can read the full research report on CSP here >>>)Other noteworthy reports we are featuring today include Discover Financial Services (DFS), Veeva Systems Inc. (VEEV) and Evergy, Inc. (EVRG).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>Today's Must ReadExxonMobil's (XOM) Permian Basin & Guyana Assets Aid GrowthAlibaba (BABA) Gains From International Commerce BusinessesRobust Content Aids Netflix (NFLX) Amid Stiff CompetitionFeatured ReportsClean Energy Focus, Strategic Acquisitions Aid Evergy (EVRG)Per the Zacks analyst, Evergy gains from its expansion of operations in the transmission market through strategic acquisitions. It aims to add more renewable assets, which should boost its performanceAllegion Americas Unit Aids Allegion (ALLE) Amid Forex WoesPer the Zacks analyst, Allegion's Allegion Americas segment is benefitting from increase in demand for residential and residential products. However, forex woes are an added concern for the company.Hims & Hers Health (HIMS) Gains from Personalized SolutionsPer the Zacks analyst, Hims & Hers Health's personalized solution for individual health needs is driving demand as well as retention rates higher and keeping it ahead in competition.Choice Hotels (CHH) Banks on Unit Growth, High Costs Ail Per the Zacks analyst, Choice Hotels focus on unit expansion, franchising efforts and strategic partnerships bode well. However, high interest rates and the construction cost environment is a concern.Strength in Grid Edge Portfolio & Bookings Aid Itron (ITRI)Per the Zacks analyst, solid customer demand for its grid edge intelligence platform and steady growth in bookings are driving Itron's performance. A high debt-burden and operating costs remain woes. Xifaxan Boosts Bausch (BHC), Huge Debt Levels a ConcernPer the Zacks analyst, Bausch maintains momentum on strong growth of Xifaxan and new drug approvals. However, the colossal debt level and delay in separation of eye health business is a headwind.Werner (WERN) Rides on Dividends & Buyback Amid Segmental WeaknessThe Zacks analyst likes the shareholder-friendly measures adopted by Werner. Lower revenues across both the Truckload Transportation Services and Logistics segments hurt top-line results.New UpgradesDiscover Financial (DFS) Aided by Rising Interest IncomePer the Zacks Analyst, growth in net interest income has contributed to Discover Financial's top line. Digital transformation efforts drive margins.Veeva Systems (VEEV) Gains on R&D, Strong Customer AdoptionVeeva Systems' focus on R&D, strategic alliances, and strong product portfolio is driving solid customer adoption and financial growth. However, rising operational expenses remain a concern.Rising Loans & Deposit Balances Aid Synovus (SNV) FinancialsPer the Zacks analyst, Synovus' top line gets support from consistent rise in loan and deposit balances. Decent liquidity aids steady capital deployment plans.New DowngradesMarathon (MPC) Hurt by Refining Margin CompressionThe Zacks analyst believes that margin compression in its key refining segment might hurt Marathon Petroleum's adjusted EBITDA per barrel.Campbell's (CPB) Appears Troubled by Elevated Cost InflationPer the Zacks analyst, cost inflation hurt Campbell's gross margin. In Q2, adjusted gross profit margin fell 100 basis points to 30.4%, impacted by cost inflation and supply-chain costs among others.High Costs, Weak Liquidity Hurts Starwood Property (STWD)Per the Zacks analyst, rising non-interest expenses due to investment in franchise expansion hurt Starwood Property's growth. Weak liquidity position is an added woe.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant 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 Discover Financial Services (DFS): Free Stock Analysis Report Exxon Mobil Corporation (XOM): Free Stock Analysis Report Netflix, Inc. (NFLX): Free Stock Analysis Report Veeva Systems Inc. (VEEV): Free Stock Analysis Report Alibaba Group Holding Limited (BABA): Free Stock Analysis Report CSP Inc. (CSPI): Get Free Report Evergy Inc. (EVRG): 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