The Zacks Analyst Blog Highlights Microsoft, Alibaba Group, Merck, Monarch Cement and Team

14.07.25 17:18 Uhr

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For Immediate ReleaseChicago, IL – July 14, 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: Microsoft Corp. MSFT, Alibaba Group Holding Ltd. BABA, Merck & Co., Inc. MRK, The Monarch Cement Co. MCEM and Team, Inc. TISI.Here are highlights from Friday’s Analyst Blog:Top Analyst Reports for Microsoft, Alibaba and MerckThe 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 Microsoft Corp., Alibaba Group Holding Ltd. and Merck & Co., Inc., as well as two micro-cap stocks The Monarch Cement Co. and Team, 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 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 >>> New Tariff Talk Sends Pre-Markets Off Record HighsToday's Featured Research ReportsMicrosoft's shares have outperformed the Zacks Computer - Software industry over the year-to-date period (+19.4% vs. +17.6%). The company capitalizes on AI business momentum and Copilot adoption alongside accelerating Azure cloud infrastructure expansion. Strong Office 365 Commercial demand has been propeling Productivity and Business Processes revenue growth notably.ARPU increases through E5 and M365 Copilot uptake across key segments. Intelligent Cloud revenues advance through Azure AI development and AI Copilot business growth. Strategic execution has been enhancing non-AI services through enterprise customer growth and operational scale improvements. Xbox content and services benefit from robust performance across third-party and first-party content offerings.The Zacks analyst expects that fiscal 2025 net sales will increase 13.7% compared to fiscal 2024. However, elevated operating expenses and Azure investments amid intensifying cloud competition remain concerns for the stakeholders.(You can read the full research report on Microsoft here >>>)Shares of Alibaba have outperformed the Zacks Internet - Commerce industry over the year-to-date period (+26.7% vs. +7%). The company is benefiting from strong momentum across its international commerce retail business. Solid combined order growth in AIDC's retail businesses and strength in AliExpress' Choice are contributing well.Growing international commerce wholesale business, thanks to strength in cross-border-related value-added services, is a tailwind. Expanding China's wholesale commerce business remains a major positive. Robust local consumer services and Cainiao logistics services are further driving top-line growth.Strength in Lazada, AliExpress and Trendyol is expected to continue benefiting Alibaba's international business. However, rising expenses related to new initiatives are a concern. Macroeconomic uncertainties and unfavorable foreign exchange fluctuations remain risks.(You can read the full research report on Alibaba here >>>)Merck's shares have underperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (-14.5% vs. +2.7%). The company is facing rising competitive pressure on the diabetes franchise and persistent challenges for Gardasil in China remain overhangs. There are concerns about Merck's ability to successfully navigate the Keytruda loss of exclusivity period and potential competition for the drug.Estimates have declined slightly ahead of Q2 results. Merck has a positive record of earnings surprises in recent quarters. Nevertheless, Merck's blockbuster drug, Keytruda, and new products have been driving sales.With continued label expansion into new indications, particularly earlier-stage launches, Keytruda is expected to see continued growth. Animal health is also contributing to growth. Merck boasts a strong cancer pipeline and is investing in M&A activity to strengthen its non-cancer pipeline.(You can read the full research report on Merck here >>>)Shares of Monarch Cement have outperformed the Zacks Building Products - Concrete and Aggregates industry over the past year (+25.4% vs. +4.9%). This microcap company with a market capitalization of $874.95 million offers a compelling investment case, driven by pricing power and financial strength. Despite first-quarter 2025 volume declines, pricing gains and cost control helped preserve margins, with gross profit rising to 30.2%.The firm's dividend remains secure, backed by $50.7 million in cash, no debt and strong investment income. Retained earnings grew to $371.2 million, funding a $40.1 million capex plan without leverage. A debt-free balance sheet, $14.6 million in short-term investments and wide geographic diversification support resilience. The Humboldt plant secures raw material supply for more than 50 years, while strategic JVs enhance capital efficiency.Improved cash flow from investing and a strong brand in core markets reinforce long-term value and margin stability. MCEM's strong balance sheet, brand strength and strategic flexibility support continued value creation and financial resilience.(You can read the full research report on Monarch Cement here >>>)Team's shares have outperformed the Zacks Building Products - Maintenance Service industry over the past year (+115% vs. +17.9%). This microcap company with a market capitalization of $82.14 million offers a compelling investment case, driven by strong demand for critical infrastructure services, underpinned by aging assets and regulatory mandates.Team's integrated inspection, testing, and repair model supports recurring and emergency revenue streams. In first-quarter 2025, midstream revenue rose 15% year over year, and the IHT segment grew 6.8% year over year, boosting adjusted EBITDA by 39%. Strategic cost actions aim for $10M in annual savings, adding to a prior $25 million program. Canadian turnaround efforts and management's 10%+ EBITDA margin goal reinforce long-term upside.However, risks remain: high debt ($353.6 million), ongoing net losses, MS segment underperformance, revenue volatility from seasonality, and weak liquidity ($29.1 million). Execution on cost discipline and MS recovery is critical to realizing margin targets and valuation re-rating.(You can read the full research report on Team here >>>)Research Chief Names "Single Best Pick to Double"From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpMedia 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.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.Download Atomic Opportunity: Nuclear Energy's Comeback free today.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 Microsoft Corporation (MSFT): Free Stock Analysis Report Merck & Co., Inc. (MRK): Free Stock Analysis Report Team, Inc. (TISI): Free Stock Analysis Report Alibaba Group Holding Limited (BABA): Free Stock Analysis Report The Monarch Cement Co. (MCEM): 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 Microsoft Corp.

DatumRatingAnalyst
10.07.2025Microsoft KaufenDZ BANK
07.07.2025Microsoft BuyUBS AG
17.06.2025Microsoft BuyJefferies & Company Inc.
09.06.2025Microsoft OutperformRBC Capital Markets
23.05.2025Microsoft OutperformRBC Capital Markets
DatumRatingAnalyst
10.07.2025Microsoft KaufenDZ BANK
07.07.2025Microsoft BuyUBS AG
17.06.2025Microsoft BuyJefferies & Company Inc.
09.06.2025Microsoft OutperformRBC Capital Markets
23.05.2025Microsoft OutperformRBC Capital Markets
DatumRatingAnalyst
31.05.2023Microsoft NeutralUBS AG
27.04.2023Microsoft NeutralUBS AG
20.04.2023Microsoft NeutralUBS AG
17.03.2023Microsoft NeutralUBS AG
14.03.2023Microsoft NeutralUBS AG
DatumRatingAnalyst
03.07.2020Microsoft verkaufenCredit Suisse Group
19.11.2018Microsoft UnderperformJefferies & Company Inc.
26.09.2018Microsoft UnderperformJefferies & Company Inc.
14.06.2018Microsoft UnderperformJefferies & Company Inc.
13.06.2018Microsoft UnderperformJefferies & Company Inc.

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