Top Analyst Reports for Roche, Comcast & Eaton

Monday, March 24, 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 Roche Holding AG (RHHBY), Comcast Corp. (CMCSA) and Eaton Corp. plc (ETN), as well as a micro-cap stock National Presto Industries, Inc. (NPK). 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 Up on "Narrower" April 2nd TariffsToday's Featured Research ReportsRoche’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past year (+39.7% vs. -2.9%). The company’s top-line growth is being driven by high demand for its drugs and diagnostic tests. Growth in demand for Vabysmo, Phesgo, Ocrevus and Hemlibra boosted the top line. Vabysmo has put up a stellar performance against Eylea. Roche is also looking to diversify its portfolio in the wake of declining sales from legacy drugs (Avastin, Herceptin, MabThera and Actemra) due to competition from biosimilars. Roche has also made strategic acquisitions to expand its portfolio/pipeline. The recent collaboration with Zealand Pharma for its obesity candidate will expand its pipeline in the field of cardiovascular, renal and metabolic diseases. Higher demand for immunodiagnostic, pathology and molecular boosts the diagnostics business. However, recent pipeline setbacks are concerning. Roche has also made a late entry into the lucrative obesity space.(You can read the full research report on Roche here >>>)Shares of Comcast have underperformed the Zacks Cable Television industry over the past year (-11.1% vs. -2.9%). The company persistently suffers from video-subscriber attrition due to cord-cutting. Broadband prospects are suffering from increased competition from fixed wireless and fiber businesses. Additionally, a leveraged balance sheet is a major concern.Nevertheless, Comcast is benefiting from steady growth in domestic wireless subscribers. The company’s plan to transition to DOCSIS 4.0 holds promise. The technology will expand it much faster and at a lower cost compared with its competitors. Decreasing marketing and promotional expenses bode well for CMCSA's profitability. Comcast’s streaming service, Peacock, is a key catalyst in driving broadband sales. Recovery in the theme park and movie business bodes well for bottom line growth. Strong free cash flow generation ability is noteworthy.(You can read the full research report on Comcast here >>>)Eaton’s shares have declined -9.5% over the past six months against the Zacks Manufacturing - Electronics industry’s decline of -11.6%. The company’s Eaton’s global operations expose it to unpredictable currency translation, cyber security threats, changes in tax rates and security breaches, which might impact operations. The shortage of raw materials and supplier insolvencies might impact production and operations.Nevertheless, Eaton's consistent research and development work allows the company to develop new products and cater to a wider customer base. Eaton is aided by rising demand from the new AI-data center and contributions from its organic assets. Eaton has been expanding its footprints via acquisitions and organic initiatives. Reindustrialization and megatrends will create more opportunities for Eaton. Our model expects total revenues to improve year over year in the 2025-2027 period. (You can read the full research report on Eaton here >>>)Shares of National Presto have outperformed the Zacks Diversified Operations industry over the past year (+12.3% vs. +3.7%). This microcap company with market capitalization of $638.48 million offers strong long-term visibility driven by a $1.1 billion defense backlog, nearly double 2023 levels, with multi-year contracts extending through 2028. Growth is supported by U.S. defense spending, with the company aligned to priority programs such as 40mm ammunition and Ukraine resupply. In 2024, net earnings rose 20% to $41.5 million, driven by Defense segment growth and margin expansion in Housewares. Strategic investments, including a new 507,000 sq. ft. facility, enhance logistics capacity. Stable dividends reflect strong cash generation and conservative capital allocation. However, challenges include heavy reliance on U.S. defense contracts, exposure to tariff volatility in Asian-sourced segments, and a cybersecurity incident with undetermined financial impact. The Safety segment remains unprofitable, and Housewares faces margin pressure from industry consolidation.(You can read the full research report on National Presto here >>>)Other noteworthy reports we are featuring today include The Williams Companies, Inc. (WMB), Synchrony Financial (SYF) and Williams-Sonoma, Inc. (WSM).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 ReadVabysmo, Phesgo Fuel Roche (RHHBY), Pipeline Setbacks a WoeDomestic Wireless Subscriber Gain Benefits Comcast (CMCSA)Wide Market Reach, New Product Development Aid Eaton (ETN)Featured ReportsWilliams Companies (WMB) to Gain from Transco ExpansionThe Zacks analyst believes that growing dependence on Transco pipeline due to rising demand in natural gas drives Williams Companies' earnings potential but high debt raises concern.Buyouts, Strong Balance Sheet Aid Synchrony Financial (SYF)Per the Zacks Analyst, buyouts have enhanced the company's capabilities and diversified the business, which, in turn, has offered it a competitive edge. A healthy balance sheet enables investments.Accretive Business Plans Aid Williams-Sonoma (WSM), Costs AilPer the Zacks analyst, Williams-Sonoma is benefiting from strategic business initiatives mainly focused on digital, B2B and global expansion. However, increased costs and market risks hurt prospects.Strategic Partnerships Boost ICON (ICLR), FX Woes WorryThe Zacks analyst is impressed with ICON seeing strong demand from its recent strategic alliances, with a pipeline of new partnerships beyond Top 20 pharma. Yet, FX volatilities may hurt its results.Rising Loans & Deposit Balances Aid Popular, High Costs AilPer Zacks analyst, given the strong loan pipeline and deposit balance, Popular is well-poised for organic growth in the near term. Yet, rising costs remain a concern.Lyft Continues to Gain From Rideshare Market Amid Rising ExpensesThe Zacks Analyst is impressed that an uptick in driver supply boosts Lyft's gross bookings. Escalating operating expenses are likely to hurt the company's bottom line.Solid Contract Sales Aid Marriott Vacations (VAC), Costs HighPer the Zacks analyst, Marriott Vacations is likely to benefit from solid contract sales, expansion efforts and the Business Modernization initiative. However, economic challenges and high costs ail.nNew UpgradesEscalating Costs & Operating Expenses Hurts Kennametal (KMT) Per the Zacks analyst, Kennametal' revenue growth and operational efficiencies are being dampened by a steep rise in operating costs and expenses, which is hurting the company's bottom line.Lumen (LUMN) Gains from Rising Demand for PCF Solutions Per the Zacks analyst, increasing demand for Lumen's Private Connectivity Fabric (PCF) solutions. It has secured a total of $8.5 billion in PCF deals in 2024.Restructuring & Higher Rates Support Hancock Whitney (HWC)Per the Zacks analyst, relatively higher rates, bond restructuring strategy to deleverage balance sheet, and modest loan demand alongside decent liquidity will likely aid Hancock Whitney's financials.New DowngradesCigna (CI) Continues to Grapple With Lower Membership and High CostsPer the Zacks analyst, a decline in Individual and Family Plans customers affected Cigna's medical customer base. Rising costs are a concern.Escalating Costs & Operating Expenses Hurts Kennametal (KMT) Per the Zacks analyst, Kennametal' revenue growth and operational efficiencies are being dampened by a steep rise in operating costs and expenses, which is hurting the company's bottom line.Soft Demand in China Drags Skechers' (SKX) SalesPer the Zacks analyst, Skechers' 11.5% sales decline in China during the fourth quarter signals macro pressures & soft demand, raising near-term concerns for the brand's international growth strategy.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +24.3% per year. So be sure to give these hand picked 7 your immediate attention. See them 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 Roche Holding AG (RHHBY): Free Stock Analysis Report Williams Companies, Inc. (The) (WMB): Free Stock Analysis Report Comcast Corporation (CMCSA): Free Stock Analysis Report Eaton Corporation, PLC (ETN): Free Stock Analysis Report Williams-Sonoma, Inc. (WSM): Free Stock Analysis Report Synchrony Financial (SYF): Free Stock Analysis Report National Presto Industries, Inc. (NPK): Free Stock Analysis Report Cemtrex Inc. (CETX): 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