The Zacks Analyst Blog Highlights NVIDIA, Roche, Lam Research, Tredegar and Kewaunee Scientific

For Immediate ReleaseChicago, IL – October 17, 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: NVIDIA Corp. NVDA, Roche Holding AG RHHBY, Lam Research Corp. LRCX, Tredegar Corp. TG and Kewaunee Scientific Corp. KEQU.Here are highlights from Thursday’s Analyst Blog:Top Stock Reports for NVIDIA, Roche and Lam ResearchThe 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 NVIDIA Corp., Roche Holding AG and Lam Research Corp., as well as two micro-cap stocks Tredegar Corp. and Kewaunee Scientific Corp. 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 Continue to Rise - Q3 Earnings & Philly FedToday's Featured Research ReportsNVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the year-to-date period (+33.9% vs. +33%). The company is benefiting from the strong growth of artificial intelligence (AI) and high-performance accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues.The continued ramp-up of Ada RTX GPU workstations in the ProViz end market, following the normalization of channel inventory, is acting as a tailwind. Collaborations with more than 320 automakers and tier-one suppliers are likely to advance its presence in the autonomous vehicle space.The Zacks analyst expects NVIDIA’s revenues to witness a CAGR of 31% through fiscal 2026-2028. However, a limited supply of Blackwell GPUs may hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins.(You can read the full research report on NVIDIA here >>>)Shares of Roche have outperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (+30.1% vs. +7.9%). The company’s performance has been good, as high demand for key drugs has offset the decline in sales of legacy drugs. Multiple sclerosis drug Ocrevus and ophthalmology drug Vabysmo continued their stellar performances. Growth in hemophilia treatment Hemlibra and breast cancer drug Phesgo also boosted the top line.Roche is also looking to diversify its portfolio through acquisitions and collaborations in the wake of declining sales from legacy drugs (Avastin, Herceptin, MabThera and Actemra) due to competition from biosimilars. The collaboration with Zealand Pharma for its obesity candidate should expand its pipeline.However, pipeline setbacks weigh on the stock. The performance of the Diagnostic division has been disappointing. Roche also made a late entry into the lucrative obesity space.(You can read the full research report on Roche here >>>)Lam Research’s shares have outperformed the Zacks Electronics - Semiconductors industry over the year-to-date period (+101.9% vs. +41.9%). The company is riding on its strength across 3D DRAM and advanced packaging technologies. Growing etch and deposition intensity owing to increasing technology inflections in 3D architectures is a plus.A rebound in the System business due to improving memory spending is an upside. Strategic investments in research and development activities position it well to capitalize on the growing wafer fab equipment (WFE) spending. Foundry/logic, DRAM and NAND investments are expected to be higher year over year. Solid demand related to high-bandwidth memory is a plus.However, global spending on mature nodes is likely to remain soft in the near term. Growing trade and tariff tensions between the United States and China are a concern. Customer concentration risks and margin pressures from rising R&D investments are other headwinds.(You can read the full research report on Lam Research here >>>)Shares of Tredegar have underperformed the Zacks Chemical - Plastic industry over the year-to-date period (-1.3% vs. +76.5%). This microcap company with a market capitalization of $264.49 million has seen persistent cash burn, rising debt, and ongoing restructuring costs highlight financial strain. Weak demand in core markets and rising interest expenses raise further concern. Shares remain underwhelming, down 1.3% YTD vs. 76.5% for the sub-industry.Trading at a steep discount (0.4x EV/sales vs. 4.4x sub-industry), the stock appears fairly valued given liquidity concerns and uneven earnings. Nevertheless, Tredegar’s strategic divestiture of its Brazil film unit sharpens its focus on higher-margin U.S. operations, reducing exposure to inflationary and currency risks.Improved performance in Aluminum Extrusions — driven by pricing gains, plant consolidation, and automotive/solar demand — supports margin recovery despite construction market weakness. Broad end-market exposure adds resilience, while Surface Protection stands to benefit from a U.S. electronics rebound.(You can read the full research report on Tredegar here >>>)Kewaunee Scientific’s shares have outperformed the Zacks Instruments - Scientific industry over the past year (+31.7% vs. -39.8%). This microcap company with a market capitalization of $120.96 million has integrated with Nu Aire that has reinforced its U.S. market leadership through expanded product offerings, improved operational efficiency, and profitable growth. A record order backlog underpins revenue visibility and margin expansion, supported by strong execution on long-cycle contracts.Operational leverage and disciplined cost management continue to enhance profitability, reflecting benefits from manufacturing scale and product mix optimization. Diversification across industries and geographies mitigates cyclical risk while extending the company’s growth runway in global laboratory infrastructure markets.A strengthened balance sheet, prudent capital allocation, and steady cash generation provide financial flexibility to pursue reinvestment, selective acquisitions, and shareholder returns, positioning Kewaunee for sustainable long-term value creation.(You can read the full research report on Kewaunee Scientific here >>>)Free: Instant Access to Zacks' Market-Crushing StrategiesSince 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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details 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.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>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 Roche Holding AG (RHHBY): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Lam Research Corporation (LRCX): Free Stock Analysis Report Tredegar Corporation (TG): Free Stock Analysis Report Kewaunee Scientific Corporation (KEQU): 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