Today’s Zacks Research Daily features new reports on NVIDIA Corp. (NVDA), Cisco Systems, Inc. (CSCO), and Linde plc (LIN). NVIDIA is benefiting from the growth of AI and accelerated computing, while Cisco’s subscription revenues and Splunk acquisition are positive. Linde remains a dominant player in the industrial gas sector with strong financial performance and consistent EPS growth.

NVIDIA’s shares have outperformed the Zacks Semiconductor – General industry, with a CAGR of 29% expected through fiscal 2026-2028. However, limited supply of Blackwell GPUs and rising costs for AI systems could impact margins.

Cisco has outperformed the Zacks Computer – Networking industry, with a significant increase in recurring revenue base. However, sluggish networking sales and competition in the AI-driven networking space are challenges.

Linde’s shares have outperformed the Zacks Chemical – Specialty industry, with a record $10.3 billion backlog ensuring long-term revenue stability. However, foreign exchange headwinds, softening industrial demand, and regulatory uncertainties pose risks.

Other noteworthy reports include Pfizer Inc. (PFE), Aflac Inc. (AFL), and Western Digital Corp. (WDC). Pfizer’s key drugs are boosting sales growth, Aflac’s U.S. segment is aiding revenue, and Western Digital is benefiting from HDD demand and technology advancements.

Read more at Nasdaq: Top Analyst Reports for NVIDIA, Cisco & Linde