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From Nasdaq: 2025-03-25 17:09:00

The Zacks Research Daily highlights reports on major stocks like Microsoft Corp. (MSFT), NVIDIA Corp. (NVDA), and Alphabet Inc. (GOOGL), along with micro-cap stock Cooper-Standard Holdings Inc. (CPS). Microsoft faces challenges in commercial licensing, but benefits from AI growth. NVIDIA sees growth in AI and data center revenues. Alphabet excels in cloud and search growth. Cooper-Standard shows expanded margins despite lower revenue, aiming for double-digit margins.

Microsoft’s shares have underperformed the Zacks Computer – Software industry, while NVIDIA’s shares have outperformed the Zacks Semiconductor – General industry. Alphabet’s shares have outperformed the Zacks Internet – Services industry. Cooper-Standard’s shares have outperformed the Zacks Automotive – Original Equipment industry.

Microsoft is facing declining commercial licensing, while NVIDIA is benefiting from the strong growth of artificial intelligence (AI) and high performance computing. Alphabet is riding on strong cloud and search growth. Cooper-Standard is seeing expanded margins despite lower revenue.

GSK is seeing increased sales growth in the Specialty Medicines unit, while slowing sales in the Vaccines unit are a concern. Diamondback Energy is poised for production growth in the Permian Basin but faces increased capital expenditure. Verisk benefits from the Rocket buyout, while low liquidity is concerning. Ingersoll Rand sees higher orders across its product portfolio, while high costs remain a woe. Extra Space Storage gains from store expansion, while lower new customer rates hinder revenue growth.

Planet Fitness implements an enhanced economic model and increased franchise agreements, but faces increased costs. BEAM’s gene therapy pipeline holds promise amid competition. SONY sees solid momentum in music and Game & Network Services segment sales. Embraer benefits from increasing orders for commercial aircraft and investments in new MRO facilities. National Vision rides on America’s Best brand’s growth.

Weak consumer demand hurts TreeHouse Foods sales, while high operating expenses and uncertain demand hurt Molina Healthcare. Builders FirstSource is hurt by a weakening multi-family housing market and high costs.



Read more at Nasdaq: Top Research Reports for Microsoft, NVIDIA & Alphabet