Top research reports for Walmart, Exxon Mobil and Thermo Fisher


Tuesday, February 15, 2022

Zacks Research Daily features top research results from our team of analysts. Today’s Research Daily features new research reports on 16 major stocks, including Walmart Inc. (WMT), Exxon Mobil Corporation (XOM) and Thermo Fisher Scientific Inc. (TMO). These research reports have been handpicked from the approximately 70 reports published today by our team of analysts.

– Zacks

You can see all today’s research reports here >>>

Shares of walmart underperformed the Zacks supermarket industry over the past year (-6.5% vs -4.4%) given the company’s increased exposure to issues such as bottlenecks supply chains, inflation and rising labor costs.

The Zacks analyst, however, believes a strong inventory position, increased ad revenue contributions and lower markdowns should help offset inflationary pressures. Walmart has benefited from its strong comp sales record, thanks to its consistent omnichannel efforts. WMT has had positive comp sales in the US division for 29 consecutive quarters.

(You can read the full Walmart research report here >>>)

Exxon Mobil shares have gained +44.8% over the past six months against the +38.1% rise in international oil industry Zacks Integrated. The Zacks analyst believes major discoveries in the Stabroek block have improved the outlook for Exxon Mobil’s upstream business.

XOM also has a strong presence in the prolific Permian Basin, where it continues to reduce its fracking and drilling costs. Exxon also increased its quarterly dividend to 88 cents per share. It reported strong fourth quarter results on the back of improved realized oil and gas prices as well as higher refining and chemical margins.

(You can read the full research report on Exxon Mobil here >>>)

Shares of ThermoFisher lost -12.5% ​​in the last three months compared to an industry loss of -17.3% Zacks Medical Instruments. Unfavorable macroeconomic conditions and currency headwinds continue to weigh on Thermo Fisher’s margins.

The Zacks analyst, however, believes that with several takeovers, including the takeover of Advanced Bioprocessing by BD and Patheon, Thermo Fisher is expanding its inorganic growth profile. Its strong focus on emerging markets is also encouraging. Thermo Fisher’s accelerated investments to expand biomanufacturing capacity also bolster optimism.

(You can read the full Thermo Fisher research report here >>>)

Other notable reports we feature today include NIKE, Inc. (NKE), McDonald’s Corporation (MCD) and CVS Health Corporation (SVC).

Sheraz Mian

Director of Research

Note: Sheraz Mian leads the equity research department at Zacks and is a well-known expert on overall earnings. He is frequently quoted in the written and electronic press and publishes the weekly Earnings Trends and Earnings overview reports. If you would like to receive an email notification whenever Sheraz publishes a new article, please click here>>>

To read today

Walmart (WMT) wins on e-commerce efforts hurt by cost concerns

ExxonMobil (XOM) wins on latest finds at Stabroek block

Thermo Fisher (TMO) Expands Internationally Despite Forex Troubles

Featured Reports

NIKE (NKE) Sales Rise on Improved Traffic and Digital Growth
According to the Zacks analyst, NIKE sales are benefiting from the return of store traffic and continued digital momentum driven by product innovation, brand strength and scale of operations.

Help with McDonald’s (MCD) Loyalty Program, China Comps Woes Stay
McDonald’s new loyalty program, store growth and robust comp growth continue to drive growth, according to the Zacks analyst. However, China’s grim compositions remain a concern.

CVS Health (CVS) Pharmaceuticals Business Grows Amid Strong Rivalry
The Zacks analyst is impressed with CVS Health’s pharmacy revenue growth due to increased drug claims volume, specialty pharmacy growth and brand inflation.

Acquisitions to help US Bancorp (USB) amid rising costs
Zacks analyst says inorganic growth strategies will improve US Bancorp’s balance sheet and market share.

Biktarvy HIV therapy fuels Gilead (GILD) amid challenges
According to the Zacks analyst, Gilead’s HIV franchise is facing challenges due to the pandemic. Nevertheless, Biktarvy and Veklury should maintain their momentum.

Solid user growth and Snap premium content on-demand aids (SNAP)
According to the Zacks analyst, Snap is enjoying increased user growth thanks to strong adoption of augmented reality (AR) lenses and demand for premium Discover content and shows.

New products to help the cadence (CDNS) in a context of high expenses
While product portfolio expansion and frequent product launches are likely to help Cadence’s revenue, increased research and development spending is likely to hurt the company’s margins.

New upgrades

Rising iron prices and solid demand to boost Vale (VALE)
According to the Zacks analyst, rising iron ore prices and strong demand, lower debt levels and a focus on improving productivity and cutting costs will drive Vale’s growth.

Support for store expansion and dual market strategy O’Reilly (ORLY)
New store openings and growing demand for auto parts are fueling O’Reilly’s revenue. According to the Zacks analyst, its dual market approach of serving DIY and DIFM customers will drive comp growth.

Golar LNG (GLNG) supported by favorable shipping rates
According to the Zacks analyst, Golar LNG revenue benefited from improved revenues from floating liquefied natural gas and shipping units due to increased fleet utilization and higher fueling rates. shipment.

New downgrades

Delay in the approval of the PNM merger, AVANGRID Garlic Regulation (AGR)
According to the Zacks analyst, AVANGIRD’s delay in obtaining the necessary approval for the PNM merger may reduce profitability and growth prospects. Compliance with strict regulations could also increase operating costs.

Fierce remittance competition weighs on Western Union (WU) earnings
Growing competition in the remittance market will keep Western Union’s earnings growth muted. Additionally, a high level of debt can affect his financial flexibility, according to the Zacks analyst.

Lower registration and higher costs hurt Adtalem Global (ATGE)
According to the Zacks analyst, declining enrollment due to COVID-related headwinds in post-licensure programs along with the higher cost of education and student services are hurting Adtalem.

Zacks names ‘only one best choice for doubling up’

From thousands of stocks, 5 Zacks experts have each picked their favorite to skyrocket by +100% or more in the coming months. Of these 5, Research Director Sheraz Mian selects one to have the most explosive advantage of all.

It’s a little-known chemical company that’s up 65% year-on-year, but still very cheap. With relentless demand, rising earnings estimates for 2022 and $1.5 billion for stock buybacks, retail investors could step in at any time.

This company could rival or surpass other recent Zacks stocks that are expected to double, such as Boston Beer Company which jumped +143.0% in just over 9 months and NVIDIA which jumped +175.9% in one. year.

Free: See our best stock and our 4 finalists >>

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NIKE, Inc. (NKE): Free Stock Analysis Report

Exxon Mobil Corporation (XOM): Free Stock Analysis Report

Walmart Inc. (WMT): Free Inventory Analysis Report

McDonald’s Corporation (MCD): Free Inventory Analysis Report

Thermo Fisher Scientific Inc. (TMO): Free Inventory Analysis Report

CVS Health Corporation (CVS): Free Stock Analysis Report

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Zacks Investment Research

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