The Zacks Analyst Blog Highlights Alphabet, Apple, Thermo Fisher Scientific and New England Realty Associates

04.02.26 16:49 Uhr

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For Immediate ReleaseChicago, IL – February 4, 2026 – 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: Alphabet Inc. GOOGL, Apple Inc. AAPL, Thermo Fisher Scientific Inc. TMO and New England Realty Associates Limited Partnership NEN.Here are highlights from Tuesday’s Analyst Blog:Top Analyst Reports for Alphabet, Apple and Thermo FisherThe 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 Alphabet Inc., Apple Inc. and Thermo Fisher Scientific Inc., as well as a micro-cap stock New England Realty Associates Limited Partnership. 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 >>> Q4 Earnings, JOLTS & a Changing of the Disney GuardToday's Featured Research ReportsAlphabet's shares have outperformed the Zacks Internet - Services industry over the past six months (+76% vs. +67.2%). The company is benefiting from accelerated growth across AI infrastructure, Google Cloud and Search. Google Cloud ended the third quarter of 2025 with $155 billion in backlog, up 46% sequentially.The number of new Google Cloud Platform customers increased by roughly 34% year over year, and 70% of Google Cloud customers now use Alphabet's AI products. In third-quarter 2025, revenues from products built on Alphabet's generative AI models (Gemini, Imagen, Veo, Chirp and Lyria) grew more than 200% year-over-year, reflecting accelerating adoption.Search is benefiting from AI Overviews and AI Mode that has driven growth in overall queries. YouTube is benefiting from the growing demand for shorts. However, stiff competition in cloud computing has been concerning.(You can read the full research report on Alphabet here >>>)Shares of Apple have outperformed the Zacks Computer - Micro Computers industry over the past six months (+33.3% vs. +31.5%). The company is benefiting from strong growth in iPhone and Services revenues. AAPL continues to gain momentum in emerging markets: India and Greater China reported strong fiscal first quarter growth, driven by iPhone sales.Apple now has more than 1 billion paid subscribers across its Services portfolio and 2.5 billion active devices. Expanding capabilities of AI Intelligence is noteworthy. Apple expects the March quarter's net sales to grow between 13% and 16% on a year-over-year basis despite constrained iPhone supplies. Services are expected to grow at the rate of fourth quarter fiscal 2025.However, gross margin is expected to be 48-49% in the second quarter of fiscal 2026. Increasing regulatory headwinds and stiff competition are major concerns for the iPhone-maker.(You can read the full research report on Apple here >>>)Thermo Fisher's shares have outperformed the Zacks Medical - Instruments industry over the past six months (+25.4% vs. +2.1%). The company continues to strengthen its foundation by consistently advancing its growth strategy. Its latest round of innovations supports scientific breakthroughs, advances precision medicine and greater lab productivity for customers.Thermo Fisher's Bioproduction arm remains a key driver with new facilities and product lines. Strategic acquisitions further enhance its offerings. Per the Zacks Consensus Estimate, TMO's sales may grow 4.6% and 5.1% in 2026 and 2027, respectively, year over year.Meanwhile, robust solvency further instills optimism about the stock. However, a volatile macroeconomic environment can dent its operations. Currency woes and fierce competitive pressure add to the worry.(You can read the full research report on Thermo Fisher here >>>)Shares of New England Realty have underperformed the Zacks Real Estate - Operations industry over the past six months (-6.2% vs. +6.7%). This microcap company with a market capitalization of $180.24 million is facing rising leverage ($511.2 million), net income compression and softening new lease rates introduce caution. A liquidity covenant breach and floating-rate debt add refinancing risk.Nevertheless, NERA is capitalizing on favorable urbanization and housing supply-demand imbalances in Eastern Massachusetts and Southern New Hampshire, expanding assets by 25% YTD. The Hill Estates acquisition and Mill Street development align with strong demographic and affordability trends.Rental income rose 9.1% to $65 million, supported by resilient renewal pricing (+5.7%) and high occupancy. Long-term demand fundamentals, including Boston's robust job market and limited new housing starts, enhance rental pricing power and asset appreciation. Strategic use of Chapter 40B programs provides financing advantages.(You can read the full research report on New England Realty here >>>)Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past 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.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>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 Apple Inc. (AAPL): Free Stock Analysis Report Thermo Fisher Scientific Inc. (TMO): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report New England Realty Associates Limited Partnership (NEN): Get Free ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Analysen zu Apple Inc.

DatumRatingAnalyst
30.01.2026Apple UnderweightBarclays Capital
30.01.2026Apple HoldJefferies & Company Inc.
30.01.2026Apple BuyGoldman Sachs Group Inc.
30.01.2026Apple NeutralUBS AG
30.01.2026Apple OverweightJP Morgan Chase & Co.
DatumRatingAnalyst
30.01.2026Apple BuyGoldman Sachs Group Inc.
30.01.2026Apple OverweightJP Morgan Chase & Co.
27.01.2026Apple OutperformBernstein Research
26.01.2026Apple OverweightJP Morgan Chase & Co.
20.01.2026Apple BuyGoldman Sachs Group Inc.
DatumRatingAnalyst
30.01.2026Apple HoldJefferies & Company Inc.
30.01.2026Apple NeutralUBS AG
26.01.2026Apple HoldJefferies & Company Inc.
21.01.2026Apple NeutralUBS AG
17.12.2025Apple HoldJefferies & Company Inc.
DatumRatingAnalyst
30.01.2026Apple UnderweightBarclays Capital
30.12.2025Apple UnderweightBarclays Capital
27.10.2025Apple UnderperformJefferies & Company Inc.
20.10.2025Apple UnderperformJefferies & Company Inc.
13.10.2025Apple UnderperformJefferies & Company Inc.

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