Zacks Research Daily highlights new reports on 16 stocks, including Alphabet Inc. (GOOGL), Oracle Corp. (ORCL), and Shell plc (SHEL). Unique microcap research focuses on small, under-the-radar companies. Alphabet sees growth in cloud and search, while Oracle benefits from cloud suite adoption. Shell remains a leader in liquefied natural gas but faces some challenges. Fossil Group (FOSL) and ImmuCell Corp. (ICCC) also feature in the reports.
Alphabet (GOOGL) reports strong cloud and search growth, with Google Cloud benefiting from AI infrastructure and Generative AI solutions. Capital expenditures for 2025 are set to be higher, while the company maintains a dominant position in the search engine market. YouTube and Google One subscriptions are growing, but competition in cloud computing is a concern.
Oracle (ORCL) outperforms in the Computer – Software industry with strong fourth-quarter fiscal results. Continued momentum in Oracle Cloud Infrastructure and partnerships with Amazon and Google bode well. However, increased spending on cloud platform enhancements and competition may limit margin expansion.
Shell (SHEL) outperforms in the Oil and Gas – Integrated – International industry. The company remains a global leader in liquefied natural gas, bolstered by strategic moves and acquisitions. Revenue missed expectations in Q1, and reserve replacement rates lag. Delayed earnings impact from new projects and energy transition pressures are concerns. Hold recommendation advised.
Fossil Group (FOSL) executes a turnaround strategy with a focus on brand revitalization and cost restructuring. Early wins include gross margin expansion and cost savings. However, revenue decline, liquidity strain, and tariff pressures pose challenges. Shares trade at discounts to peers.
ImmuCell Corp. (ICCC) sees growth in First Defense production capacity to support strong demand. Tri-Shield adoption boosts market share, with gross margin and EBITDA rising. Risks include delays in FDA approval and commercialization. Inflationary pressures and unclear outlook post-approval are concerns. Shares outperform in the Medical – Products industry.
Read more at Nasdaq: Top Research Reports for Alphabet, Oracle & Shell