The Zacks Analyst Blog Highlights Oracle, Novo Nordisk, Linde, NVE and CPS Technologies

For Immediate ReleaseChicago, IL – June 9, 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: Oracle Corp. ORCL, Novo Nordisk A/S NVO, Linde plc LIN, NVE Corp. NVEC and CPS Technologies Corp. CPSH.Here are highlights from Friday’s Analyst Blog:Top Research Reports for Oracle, Novo Nordisk and LindeThe 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 Oracle Corp., Novo Nordisk A/S and Linde plc, as well as two micro-cap stocks NVE Corp. and CPS Technologies 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 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 Relieved with Strong Jobs Headline; Revisions LowerToday's Featured Research ReportsOracle's shares have outperformed the Zacks Computer - Software industry over the past year (+37.4% vs. +15.4%). The company is gaining from ongoing momentum across its cloud business, driven by the strong uptake of Oracle Cloud Infrastructure and Autonomous Database offerings, including from winning cloud-computing contracts from AI-focused startups.The solid adoption of cloud-based applications, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP, bodes well. ORCL's partnership with Amazon for Oracle Database@AWS and general availability of Oracle Database@Google holds promise.Oracle's Gen 2 Cloud is driving artificial intelligence clientele. Its share buybacks and dividend policy are noteworthy. The Zacks analyst expects fiscal 2025 net sales to grow 7.7% from fiscal 2024. However, higher spending on product enhancements, toward the cloud platform amid increasing competition in the cloud domain, is likely to limit margin expansion.(You can read the full research report on Oracle here >>>)Shares of Novo Nordisk have underperformed the Zacks Large Cap Pharmaceuticals industry over the past year (-48.5% vs. -14.7%). The company's failure to meet the weight-loss target with CagriSema twice has caused Novo a huge setback. Intense competition in the obesity sector also threatens its market share. Patent expiry and pricing pressures across the diabetes market remain headwinds.Nevertheless, Novo Nordisk's first-quarter earnings match, while revenues miss. Ozempic and Rybelsus for diabetes and Wegovy for obesity are performing well, fueled by increasing demand. Label expansions for the drugs in cardiovascular and other indications will likely boost sales.Novo Nordisk has been tackling the supply constraints of Wegovy by making serious investments to ramp up production. An oral formulation of Wegovy is currently under review by the FDA for obesity. Novo Nordisk is also pursuing other indications, like liver fibrosis and MASH for semaglutide.(You can read the full research report on Novo Nordisk here >>>)Linde's shares have outperformed the Zacks Chemical - Specialty industry over the past year (+9.7% vs. +3%). The company remains a dominant player in the industrial gas sector, delivering strong financial performance with consistent EPS growth, disciplined capital allocation, and industry-leading margins. Its record $10 billion backlog ensures long-term revenue stability, while sustainability initiatives position it as a leader in low-carbon energy solutions.Strategic investments in high-return projects and small on-site contracts further reinforce its competitive edge. However, foreign exchange headwinds, softening industrial demand in Europe & China, and regulatory uncertainties pose challenges.Also, slower growth in healthcare impacts diversification efforts. Despite these risks, LIN's strong execution, efficiency improvements, & long-term contracts position it well for sustained profitability & resilience in fluctuating market conditions.(You can read the full research report on Linde here >>>)Shares of NVE have underperformed the Zacks Electronics - Semiconductors industry over the past year (-1.8% vs. +25.9%). This microcap company with a market capitalization of $345.33 million have a 13% year-over-year revenue decline, rising costs and increased inventory raise concerns about demand softness and cost control. Customer concentration, especially dependence on Abbott, adds risk ahead of a key contract expiry in December 2025.Nevertheless, NVE Corp offers a compelling investment case, driven by exceptional profitability, with the fiscal 2025 gross margin rising to 84% and the operating margin at 62%, aided by a favorable product mix and direct sales strategy.A debt-free balance sheet, $52 million in liquid assets and disciplined capital allocation, including consistent dividends, highlight financial strength. Strategic capex supports next-gen manufacturing scale-up, enhancing margin leverage. Additionally, NVEC's proprietary spintronics tech enables leadership in high-performance sensing for medtech and industrial IoT.(You can read the full research report on NVE here >>>)CPS Technologies' shares have outperformed the Zacks Electronics - Miscellaneous Components industry over the past year (+64.4% vs. -4.9%). This microcap company with a market capitalization of $40.96 million is leveraging contract wins and defense-funded R&D to build a diversified, innovation-driven revenue base.The $13.3-million AlSiC contract and five active SBIR awards support visibility through 2025, with the commercialization of advanced materials like radiation shielding and fiber-reinforced aluminum offering future upside. A third production shift has driven revenue and gross margin recovery, though yields remain pressured. CPSH is positioned to benefit from megatrends in electrification, thermal management and defense modernization.However, profitability is sensitive to volume and mix, with limited long-term contract coverage, early-stage product risk, working capital inefficiencies and ongoing labor volatility. The absence of high-margin armor revenues post-2024 further tempers near-term margin expansion.(You can read the full research report on CPS Technologies 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.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 Novo Nordisk A/S (NVO): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report Linde PLC (LIN): Free Stock Analysis Report NVE Corporation (NVEC): Free Stock Analysis Report CPS Technologies Corp. (CPSH): 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