The Zacks Analyst Blog Highlights Amazon.com, Home Depot, Cisco, United Homes and The Eastern Company

For Immediate ReleaseChicago, IL – June 24, 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: Amazon.com, Inc. AMZN, The Home Depot, Inc. HD, Cisco Systems, Inc. CSCO, United Homes Group, Inc. UHG and The Eastern Company EML.Here are highlights from Monday’s Analyst Blog:Top Stock Reports for Amazon, Home Depot and Cisco SystemsThe 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 Amazon.com, Inc., The Home Depot, Inc. and Cisco Systems, Inc., as well as two micro-cap stocks United Homes Group, Inc. (UHG) and The Eastern Company. 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 and attempts 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 Look Toward Sunny ClimesToday's Featured Research ReportsShares of Amazon.com have gained +12.7% over the past year against the Zacks Internet - Commerce industry’s gain of +18.2%. The company’s top line is driven by steady momentum in Prime and AWS. A strengthening AWS services portfolio and its growing adoption rate contributed well to AWS performance. Ultrafast delivery services and expanding content portfolio were beneficial.Strengthening relationships with third-party sellers was a positive. Robust advertising business contributed well. Amazon’s expanding global presence, growing capabilities in grocery, pharmacy, healthcare and autonomous driving are key positives. Deepening focus on GenAI is a major plus.The Zacks analyst expects 2025 net sales to increase 8.5% from 2024. However, Amazon announced mixed guidance for the second quarter. High tariffs imposed by President Trump on goods imported from China have cast uncertainty on retailers such as Amazon. AMZN's free cash flow has decreased significantly.(You can read the full research report on Amazon.com here >>>)Home Depot’s shares have outperformed the Zacks Retail - Home Furnishings industry over the past year (+2.2% vs. -2.5%). The company’s performance is supported by strong execution across key growth initiatives. Home Depot continues to benefit from its progress in building an interconnected shopping experience, synergies from the SRS acquisition, expansion of its Pro ecosystem, strategic digital investments, and new store openings.These factors contributed to robust top-line growth in the first quarter of fiscal 2025, driven by increased engagement in Spring-related purchases and smaller-scale home improvement projects.However, HD faces softer demand in big-ticket discretionary categories, reflecting consumer caution amid high interest rates. Margin pressure, currency headwinds, and macroeconomic uncertainty also remain key risks. HD is also navigating a complex global trade environment, with rising tariffs.(You can read the full research report on Home Depot here >>>)Shares of Cisco Systems have outperformed the Zacks Computer - Networking industry over the past year (+44.7% vs. +43.5%). The company’s business model has evolved with subscription revenues accounting for more than half of its total revenues. Increases in recurring revenue bases bodes well for investors. Its Splunk acquisition enhances the recurring revenue base.The buyout significantly expands Cisco’s portfolio of software-based solutions, contributing more than $4 billion in ARR and makes it one of the largest software companies in the world. The launch of AI-powered Hypershield, which combines security and networking, strengthened Cisco’s security portfolio.However, it has been suffering from sluggish networking sales, primarily due to lackluster demand from telecommunication and cable services providers, as well as stiff competition. Cisco’s prospects are further challenged in the AI-driven networking space due to stiffening competition.(You can read the full research report on Cisco Systems here >>>)United Homes’ shares have underperformed the Zacks Real Estate - Development industry over the past year (-37.4% vs. -5.6%). This microcap company with a market capitalization of $193.97 million is facing challenges which include persistent margin pressure, declining orders and execution risk tied to unproven strategies. Despite this, shares trade at deep discounts, suggesting an upside if execution improves.Nevertheless, United Homes is executing a strategic transformation focused on margin expansion and operational efficiency. A shift toward refreshed home designs, now yielding 24% gross margins, supports profitability and reduces reliance on discounting. UHG’s pre-sale strategy improves margin visibility and working capital efficiency while rebidding efforts and faster build cycles enhances cost control.Though volume and margin remain under pressure amid soft demand, UHG is expanding into high-growth Southeastern markets, with a land-light model supporting disciplined capital returns. The recent debt refinancing improves liquidity and reduces dilution risk.(You can read the full research report on United Homes here >>>)Shares of Eastern have underperformed the Zacks Security and Safety Services industry over the past year (-1.3% vs. +6.3%). This microcap company with market capitalization of $142.05 million has risks like elevated SG&A amid restructuring, cyclical reliance on Class 8 OEMs, weak R&D investment, and recent negative cash flow due to working capital drag. Valuation remains attractive at 0.62X EV/S and 6.88X EV/EBITDA versus peers.Nevertheless, Eastern Company’s performance is driven by Velvac’s market share gains and operational enhancements in the Class 8 truck segment, including vertical integration and aftermarket expansion. Despite industry softness, Eastern sustains profitability, posting Q1 2025 adjusted EBITDA of $4.6 million and net income of $2 million, with a gross margin of 22.4%.A leaner balance sheet and improved working capital reinforce financial flexibility. Strategic manufacturing footprints across the United States, Mexico, and China support tariff agility and local sourcing trends. Capital returns remain robust with a long-standing dividend and a new buyback program.(You can read the full research report on Eastern 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 >>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.Zacks Names #1 Semiconductor StockIt's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.See This Stock Now for 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 Amazon.com, Inc. (AMZN): Free Stock Analysis Report Cisco Systems, Inc. (CSCO): Free Stock Analysis Report The Home Depot, Inc. (HD): Free Stock Analysis Report Eastern Company (The) (EML): Get Free Report United Homes Group, Inc. (UHG): Get Free ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks