The Zacks Analyst Blog Highlights Visa, Advanced Micro Devices and Thermo Fisher Scientific

19.01.26 15:37 Uhr

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For Immediate ReleaseChicago, IL – January 19, 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: Visa Inc. V, Advanced Micro Devices, Inc. AMD and Thermo Fisher Scientific Inc. TMO.Here are highlights from Friday’s Analyst Blog:Top Analyst Reports for Visa, AMD 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 Visa Inc., Advanced Micro Devices, Inc. and Thermo Fisher Scientific Inc. 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 Lower on Bank Earnings, Ahead of Bigger WeekToday's Featured Research ReportsVisa’s shares have outperformed the Zacks Financial Transaction Services industry over the past year (+3.1% vs. -12.5%). The company’s strong market position is underpinned by consistent volume-driven growth, acquisitions and technological leadership in digital payments. Expansion in cross-border volumes, rising transactions and investments in AI and stablecoin infrastructure enhance its future prospects.Total revenue rose 11% YoY in FY25, along with 13% cross-border growth. A robust financial position with ample liquidity and shareholder returns further supports long-term growth. However, it faces rising client incentives and expenses, which can affect margin growth.The Zacks analyst expects FY26 adjusted costs to rise nearly 11%. Regulatory pressures and potential legislative changes pose additional risks to its fee structure. While declining cash volumes align with its digital strategy, regional softness calls for monitoring. As such, the stock warrants a cautious stance.(You can read the full research report on Visa here >>>)Shares of AMD have gained +91.3% over the past year against the Zacks Computer - Integrated Systems industry’s gain of +91.7%. The company’s prospects are benefiting from strong demand for EPYC processors that power cloud and enterprise workloads. Emerging AI use cases and rapid adoption of agentic AI are generating demand for general-purpose compute infrastructure, benefiting EPYC demand.Adoption of EPYC by the largest cloud hyperscalers is increasing significantly. Apart from EPYC, AMD’s prospects are driven by strong demand for Instinct accelerators. The launch of the Instinct MI350 series that supports deployments powered by AMD CPUs, GPUs and NICs has strengthened AMD’s system-level capabilities.A rich partner base that includes the likes of OpenAI, HPE, Dell, Lenovo, Super Micro, AWS, Oracle, Cisco, IBM, Cohere, Vultr, DigitalOcean and others is driving AMD’s prospects. However, stiff competition from NVIDIA and Intel doesn’t bode well for AMD.(You can read the full research report on AMD here >>>)Thermo Fisher's shares have outperformed the Zacks Medical - Instruments industry over the past year (+12.4% vs. -0.6%). The company continues to strengthen its foundation by consistently advancing its growth strategy. Thermo Fisher’s latest round of innovations supports scientific breakthroughs, advances precision medicine and greater lab productivity for customers.The company is embedding OpenAI’s capabilities into its products and services to make an even bigger impact for customers and enhance productivity. Strategic acquisitions, such as the newly added Solventum’s Purification and Filtration Business, further enhance its offerings.The Zacks model forecasts a 5.1% CAGR growth in the company’s revenues through 2025-2027. Meanwhile, a highly leveraged balance sheet poses liquidity concerns. Shifting U.S. policies have weighed on the academic and government end-market clients, affecting its sales. Currency woes add to the worry.(You can read the full research report on Thermo Fisher 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 >>support@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.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.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 Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report Visa Inc. (V): Free Stock Analysis Report Thermo Fisher Scientific Inc. (TMO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Analysen zu AMD (Advanced Micro Devices) Inc.

DatumRatingAnalyst
05.11.2025AMD (Advanced Micro Devices) BuyUBS AG
07.05.2025AMD (Advanced Micro Devices) KaufenDZ BANK
22.04.2025AMD (Advanced Micro Devices) Market-PerformBernstein Research
05.02.2025AMD (Advanced Micro Devices) Market-PerformBernstein Research
31.07.2024AMD (Advanced Micro Devices) BuyGoldman Sachs Group Inc.
DatumRatingAnalyst
05.11.2025AMD (Advanced Micro Devices) BuyUBS AG
07.05.2025AMD (Advanced Micro Devices) KaufenDZ BANK
31.07.2024AMD (Advanced Micro Devices) BuyGoldman Sachs Group Inc.
31.01.2024AMD (Advanced Micro Devices) BuyUBS AG
22.02.2022AMD (Advanced Micro Devices) OutperformBernstein Research
DatumRatingAnalyst
22.04.2025AMD (Advanced Micro Devices) Market-PerformBernstein Research
05.02.2025AMD (Advanced Micro Devices) Market-PerformBernstein Research
31.07.2024AMD (Advanced Micro Devices) Market-PerformBernstein Research
31.07.2024AMD (Advanced Micro Devices) NeutralJP Morgan Chase & Co.
27.02.2024AMD (Advanced Micro Devices) Market-PerformBernstein Research
DatumRatingAnalyst
18.07.2017AMD (Advanced Micro Devices) UnderweightBarclays Capital
07.07.2015AMD SellUBS AG
23.08.2012Advanced Micro Devices (AMD) underperformMacquarie Research
23.07.2012Advanced Micro Devices (AMD) underperformMacquarie Research
11.07.2012Advanced Micro Devices (AMD) sellGoldman Sachs Group Inc.

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