Top Analyst Reports for Amazon, Oracle & Merck
From Nasdaq: 2025-04-01 16:59:00
Today’s Zacks Research Daily highlights top research reports on Amazon.com, Inc. (AMZN), Oracle Corp. (ORCL), and Merck & Co., Inc. (MRK). Amazon’s strong top-line growth is driven by Prime and AWS services. Oracle’s cloud suite adoption is a positive amid competition. Merck’s Keytruda remains a key revenue driver despite challenges.
Amazon’s stock has gained 4.1% in the past year, with a projected 8.6% increase in net sales for 2025. Oracle’s shares have outperformed the industry, with a 7.7% net sales growth expected for fiscal 2025. Merck’s Keytruda sales are expected to remain strong despite competition.
Amazon announced disappointing guidance for the first quarter due to foreign exchange headwinds and lack of an extra Leap Year Day. Oracle reported mixed fiscal Q3 results, with revenues driven by cloud infrastructure. Merck faces competitive pressure in the diabetes franchise and challenges for Gardasil in China.
Other featured reports include AT&T Inc. (T), Danaher Corp. (DHR), and Duke Energy Corp. (DUK). AT&T’s solid postpaid wireless business momentum is a positive, while Danaher’s high debt remains a concern. Duke Energy’s investments in infrastructure projects are beneficial, but its financial position may be a worry.
In new upgrades, Aptiv (APTV) benefits from recent acquisitions, while V.F. Corp’s (VFC) Reinvent transformation plan looks promising. Hilltop Holdings (HTH) is set to benefit from restructuring efforts, while J.B. Hunt (JBHT) faces challenges due to higher interest expense. Boise Cascade (BCC) is affected by mortgage rate risks, and NVR’s growth is hindered by high costs and inflation.
Read more at Nasdaq: Top Analyst Reports for Amazon, Oracle & Merck