The Zacks Analyst Blog Highlights Advanced Micro Devices, ServiceNow, Sony Group and EVI Industries
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For Immediate ReleaseChicago, IL – November 4, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Advanced Micro Devices, Inc. AMD, ServiceNow, Inc. NOW, Sony Group Corp. SONY and EVI Industries, Inc. EVI.Here are highlights from Monday’s Analyst Blog:Top Stock Reports for AMD, ServiceNow and SonyThe Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Advanced Micro Devices, Inc., ServiceNow, Inc. and Sony Group Corp., as well as a micro-cap stock EVI Industries, Inc. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.You can see all of today’s research reports here >>>Ahead of Wall StreetThe daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.You can read today's AWS here >>> Pre-markets Mixed on Big Staples AcquisitionToday's Featured Research ReportsAMD’s shares have outperformed the Zacks Computer - Integrated Systems industry over the past year (+82% vs. +78.9%). The company’s prospects are benefiting from strong demand for EPYC processors that power cloud and enterprise workloads. Emerging AI use cases and rapid adoption of agentic AI are generating demand for general-purpose compute infrastructure, benefiting EPYC demand.Adoption of EPYC by the largest cloud hyperscalers is increasing significantly. Apart from EPYC, AMD’s prospects are driven by strong demand for Instinct accelerators. The launch of the Instinct MI350 series that supports deployments powered by AMD CPUs, GPUs and NICs has strengthened AMD’s system-level capabilities.However, stiff competition from NVIDIA and Intel doesn’t bode well for AMD. The weakness in the Embedded business remains a headwind for AMD. Low Data Center gross margin is expected to hurt consolidated gross margin expansion in the near term.(You can read the full research report on AMD here >>>)Shares of ServiceNow have declined -3.7% over the past year against the Zacks Computers - IT Services industry’s decline of -10.1%. The company has been benefiting from the rising adoption of workflows by enterprises undergoing digital transformation. In the third quarter of 2025, it had 6 deals greater than $10 million in net new annual contract value (ACV) and closed 103 deals greater than $1 million in net new ACV. Gen AI deals continue to gain traction.NOW is extensively leveraging AI and machine learning technologies to boost the potency of its solutions. ServiceNow is riding on an expanding partner base and acquisitions.For 2025, ServiceNow raised subscription revenues guidance by $5 million at the mid-point to $12.835-$12.845 billion, suggesting 20% on a non-GAAP constant currency (cc) basis. NOW remains on track to hit more than $15 billion in subscription revenues in 2026.(You can read the full research report on ServiceNow here >>>)Sony’s shares have outperformed the Zacks Audio Video Production industry over the past year (+57.2% vs. +52.7%). The company’s momentum in the Game & Network Services (G&NS), Music and Imaging & Sensing Solutions (I&SS) units amid softness in the Pictures and ET&S is aiding its performance. Higher PlayStation engagement is driving G&NS, while Music is gaining from more streaming in Recorded Music and Publishing.Solid image sensor sales for mobiles and cameras amid FX woes are aiding I&SS. Anime is key to the Picture unit’s growth, with Crunchyroll adding subscribers. Sony will partially spin off Financial Services next month. It faced a lower-than-expected tariff hit due to inventory moves, delayed effects and production diversification, with full measures set for completion by mid-year.The estimated operating income is cut to about ¥70 billion, down ¥30 billion from the prior view. However, stiff rivalry poses a headwind.(You can read the full research report on Sony here >>>)Shares of EVI Industries have outperformed the Zacks Industrial Services industry over the past year (+34.6% vs. -3.5%). This microcap company with a market capitalization of $345.93 million reported strong FY25 results, with revenues rising 10% YoY and net income increasing 33%, driven by organic growth and acquisitions. Gross margin improved to 30.4%, highlighting pricing power and operational efficiency.EVI’s disciplined “buy-and-build” M&A strategy, including 31 acquisitions to date, fuels scale and synergy. Expansion into service operations — now 27 units — boosts recurring revenues and customer engagement. A robust balance sheet, $8.9 million in cash, and consistent dividend payouts support future growth. Digital investments (e-commerce, ERP) aim to modernize operations and enhance scalability.However, risks include rising inventory and receivables, OEM/tariff cost pressures, regulatory exposure, fragmented competition and project delays. Valuation remains attractive vs. peers, trading at 1x EV/Sales and 18.91x EV/EBITDA.(You can read the full research report on EVI Industries here >>>)Zacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report ServiceNow, Inc. (NOW): Free Stock Analysis Report EVI Industries, Inc. (EVI): Get Free Report Sony Corporation (SONY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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Quelle: Zacks
Nachrichten zu AMD (Advanced Micro Devices) Inc.
Analysen zu AMD (Advanced Micro Devices) Inc.
| Datum | Rating | Analyst | |
|---|---|---|---|
| 07.05.2025 | AMD (Advanced Micro Devices) Kaufen | DZ BANK | |
| 22.04.2025 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
| 05.02.2025 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
| 31.07.2024 | AMD (Advanced Micro Devices) Buy | Goldman Sachs Group Inc. | |
| 31.07.2024 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | 
| Datum | Rating | Analyst | |
|---|---|---|---|
| 07.05.2025 | AMD (Advanced Micro Devices) Kaufen | DZ BANK | |
| 31.07.2024 | AMD (Advanced Micro Devices) Buy | Goldman Sachs Group Inc. | |
| 31.01.2024 | AMD (Advanced Micro Devices) Buy | UBS AG | |
| 22.02.2022 | AMD (Advanced Micro Devices) Outperform | Bernstein Research | |
| 02.02.2022 | AMD (Advanced Micro Devices) Overweight | Barclays Capital | 
| Datum | Rating | Analyst | |
|---|---|---|---|
| 22.04.2025 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
| 05.02.2025 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
| 31.07.2024 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
| 31.07.2024 | AMD (Advanced Micro Devices) Neutral | JP Morgan Chase & Co. | |
| 27.02.2024 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | 
| Datum | Rating | Analyst | |
|---|---|---|---|
| 18.07.2017 | AMD (Advanced Micro Devices) Underweight | Barclays Capital | |
| 07.07.2015 | AMD Sell | UBS AG | |
| 23.08.2012 | Advanced Micro Devices (AMD) underperform | Macquarie Research | |
| 23.07.2012 | Advanced Micro Devices (AMD) underperform | Macquarie Research | |
| 11.07.2012 | Advanced Micro Devices (AMD) sell | Goldman Sachs Group Inc. | 
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