Top Research Reports for Meta Platforms, Wells Fargo & GE Aerospace

Tuesday, January 28, 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 Meta Platforms, Inc. (META), Wells Fargo & Co. (WFC) and GE Aerospace (GE), as well as a micro-cap stock Cemtrex, Inc. (CETX).  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's 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 >>> Durable Goods Stronger, Q4 Earnings Mixed Pre-MarketToday's Featured Research ReportsMeta Platforms’ shares have outperformed the Zacks Internet - Software industry over the past year (+68.0% vs. +33.4%). The company is benefiting from steady user growth across all regions, particularly Asia Pacific. Increased engagement for its offerings like Instagram, WhatsApp, Messenger and Facebook has been a major growth driver.META has been leveraging AI to improve the potency of its platform offerings. These services currently reach more than 3.2 billion people daily. Meta’s growing footprint among young adults, driven by improving recommendations, boosts its competitive prowess. AI usage is making it a popular name among advertisers. This is expected to drive top-line growth.Meta now expects to invest significantly more over the next few years in developing more advanced models and the largest AI services in the world. However, monetization of these AI services will take considerable time, which is a concern.(You can read the full research report on Meta Platforms here >>>)Shares of Wells Fargo have outperformed the Zacks Financial - Investment Bank industry over the past year (+59.0% vs. +56.2%). The company’s fourth-quarter results benefit from higher non-interest income. Its progress on efficiency initiatives, such as branch and footprint reduction, will support lowered expenses and drive bottom-line growth. A decent deposit balance is likely to assist its financials.However, loan growth is expected to be limited, as the asset cap remains in place until it complies fully with regulators’ demands regarding operational risk management. The bank agreed to divest its non-agency third-party servicing segment of the Commercial Mortgage Servicing (CMS) business to Trimont.This, along with lower origination, is expected to hurt mortgage banking income in the near term. Yet its decent liquidity position will keep the capital distribution move sustainable in the long term.(You can read the full research report on Wells Fargo here >>>)GE Aerospace’s shares have outperformed the Zacks Transportation - Airline industry over the past year (+88.2% vs. +63.3%). The company has been witnessing strength in its businesses, driven by robust demand for commercial engines, propulsion and additive technologies. Rising U.S. & international defense budgets, geopolitical tensions, positive airline & airframer dynamics and robust demand for commercial air travel augur well for the company.GE Aerospace’s portfolio-reshaping actions are likely to unlock values for its shareholders. For 2025, GE Aerospace expects organic revenues to grow in the low-double-digit range from the year-ago level.However, it has been dealing with high costs and expenses related to certain projects and restructuring activities, which are likely to affect its margins and profitability. Supply-chain disruptions in the defense market continue to take a toll on its operations. Also, foreign exchange headwinds might be worrying for the company.(You can read the full research report on GE Aerospace here >>>)Shares of Cemtrex have underperformed the Zacks Electronics - Miscellaneous Components industry over the past year (-100% vs. +1.5%). This microcap company with market capitalization of $4.82 million have weak profitability, with a $5.3 million operating loss, rising expenses, and a 6.8% decline in security revenue to $32 million. Elevated debt, declining gross margins, rising operating expenses and intense market competition pose significant challenges.Industrial market cyclicality and reliance on acquisitions further temper Cemtrex’s long-term outlook despite growth tailwinds in industrial and security markets. Nevertheless, Cemtrex delivered a 12.6% revenue increase to $66.9 million in fiscal 2024. This is driven by 39.3% growth in its AIS segment to $34.8 million, supported by the Heisey Mechanical acquisition and a strong project backlog.The launch of Vicon’s AI-powered NEXT camera system and Anavio cloud platform enhances its competitive position in the $83.3 billion video surveillance market, expected to witness a 9.2% CAGR by 2032.(You can read the full research report on Cemtrex here >>>)Other noteworthy reports we are featuring today include Walmart Inc. (WMT), Sony Group Corp. (SONY) and Automatic Data Processing (ADP).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 ReadUser Growth, Instagram Strength Aids Meta Platforms (META)Rising Deposit, Lower Expenses Aid Wells Fargo (WFC) GrowthSolid Product Demand Aids GE Aerospace (GE), High Costs HurtFeatured ReportsWalmart (WMT) Benefits from Impressive E-Commerce OperationsPer the Zacks analyst, Walmart gains on e-commerce efforts like enhancing delivery game. In the third quarter, e-commerce sales rose 27% globally on store-fulfilled pickup & delivery and marketplace.Strength in Games & Network, Music Segments Benefits SONYPer the Zacks analyst, Sony is benefitting from healthy demand across G&NS, Music and I&SS units. Also, the company's strategic acquisitions and joint ventures bode well.Transformation Initiatives Aid ADP, Escalating Expenses HurtThe Zacks analyst is positive about ADP's transformation initiatives that are helping the company to innovate, improve operations and expand margins. Rising expenses remain a concern.Coterra's (CTRA) Low-Cost Model Ensures Strong ProfitabilityThe Zacks analyst believes that Coterra Energy's multi-basin portfolio and low breakeven costs are likely to drive strong production growth and profitability, even in challenging market conditions.Solid Strategic Execution Aids Labcorp (LH), FX Woes StayThe Zacks analyst is impressed with Labcorp leveraging science and technology to execute on its strategy of being a preferred partner for health systems. Yet, adverse currency impacts remain a risk.Improving Top Line, Acquisitions Aid HCA Healthcare (HCA)Per the Zacks analyst, its growing revenues driven by increasing admissions have led to significant growth. Strategic acquisitions have helped it expand and remains a driving factor.GameStop (GME) Bets on NFTs and Collectibles for GrowthPer the Zacks analyst, GameStop is betting on blockchain technology, introducing NFTs and digital collectibles to attract gaming enthusiasts and unlock new growth avenues.New UpgradesAcquisitions & Diverse Customer Base Aid NRG Energy (NRG)Per the Zacks analyst, NRG Energy's organic and inorganic acquisitions, is likely to boost its results. Its diverse customer base and ability to retain customers enhance its financial performance.Strong Demand for Memory Aids Teradyne (TER) ProspectsPer the Zacks analyst, Teradyne benefits from the growing demand for memory solutions. Solid demand for Robotic solutions has been a tailwind.Novavax's (NVAX) Collaboration Deal With Sanofi EncouragingPer the Zacks Analyst, the Sanofi partnership is a big win for Novavax. It provides the company with funds to support its ongoing pipeline programs and support for marketing its COVID-19 vaccine.New DowngradesRising Expenses and Forex Woes to Hurt Berry Global (BERY)Per the Zacks analyst, Berry Global is struggling with increasing raw material costs and rising expenses, which in turn, are hurting the company's bottom line. Forex woes are an added concern.Still High Mortgage Rates & High Costs Ail D.R. Horton (DHI)Per the Zacks analyst, a still high mortgage rates and persisting inflationary risks are hurting D.R. Horton's prospects. Also, increased costs and expenses are adding to the downtrend.W&T Offshore (WTI) Struggles Amid Volatile Oil & Gas PricesThe Zacks analyst believes that declining crude prices and high market volatility are squeezing W&T Offshore's earnings, putting its profitability at risk in a turbulent energy market.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>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 Wells Fargo & Company (WFC): Free Stock Analysis Report GE Aerospace (GE): Free Stock Analysis Report Labcorp (LH): Free Stock Analysis Report Walmart Inc. (WMT): Free Stock Analysis Report Cemtrex Inc. (CETX): Free Stock Analysis Report Sony Corporation (SONY): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks