Top research reports highlight strengths and weaknesses of major stocks like NVIDIA, Amazon, and UnitedHealth.

From Nasdaq: 2024-06-27 12:58:00

The Zacks Research Daily features new reports on major stocks like NVIDIA, Amazon, and UnitedHealth Group. NVIDIA’s AI leverage has made it one of the most valuable companies, but concerns about sustainability and tech spending linger. Amazon is gaining on Prime momentum and AWS adoption, while UnitedHealth’s top line growth is fueled by market position and service offerings. FedEx’s dividend payouts aid amid shipping volume woes, and DuPont benefits from new products. Telefonica’s 5G coverage is strong, Carlyle’s AUM growth aids organic growth, and Alliant Energy’s focus on clean assets drives performance. SM Energy benefits from high-grade Austin Chalk inventory, Helmerich & Payne from proprietary FlexRigs, and ResMed from AirSense platforms and masks sales. Oshkosh’s Hinowa buyout and strong balance sheet bolster growth, Ryder benefits from dividends, buybacks, and the used vehicle market. B&G Foods’ sales are hurt by a soft foodservice business, QuidelOrtho struggles with competition and over-dependence on diagnostic tests, while Cracker Barrel faces softer comps growth due to inflation and macroeconomic risks.



Read more at Nasdaq: Top Research Reports for NVIDIA, Amazon.com & UnitedHealth