The Zacks Analyst Blog Johnson & Johnson, Netflix, Arista Networks, Omega and AXIL

For Immediate ReleasesChicago, IL – January 29, 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  Johnson & Johnson JNJ, Netflix, Inc. NFLX, Arista Networks, Inc. ANET, Omega Flex, Inc. OFLX and AXIL Brands, Inc. AXIL.Here are highlights from Thursday’s Analyst Blog:Top Stock Reports for Johnson & Johnson, Netflix and Arista NetworksThe 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 Johnson & Johnson, Netflix, Inc. and Arista Networks, Inc., as well as two micro-cap stocks Omega Flex, Inc. and AXIL Brands, 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, 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 >>> Big Earnings Day Sandwich Fed's Interest Rate DecisionToday's Featured Research ReportsJohnson & Johnson’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past six months (+38.7% vs. +22.5%). The company beat Q4 estimates for earnings and sales. Despite Stelara LOE, its Innovative Medicine unit is showing a growth trend, driven by key products like Darzalex, Tremfya and Erleada and uptake of new launches, like Spravato, Carvykti and Tecvayli.The MedTech segment showed improved operational growth across several key businesses like Cardiovascular and Surgery in the past three quarters. J&J expects sales growth in both segments to be higher in 2026. J&J has also rapidly advanced its pipeline in 2025 that will help drive growth through the back half of the decade.However, the Stelara patent cliff, the impact of Part D redesign and MedTech China issues are key headwinds. The uncertainty around unresolved legal issues lingers.(You can read the full research report on Johnson & Johnson here >>>)Shares of Netflix have underperformed the Zacks Broadcast Radio and Television industry over the past six months (-27.4% vs. -13.1%). The company’s concerns persist around the proposed Warner Bros. Discovery acquisition facing regulatory hurdles and market skepticism. Elevated debt levels and content obligations pose leverage risks. While 2026 guidance projects revenue growth of 12-14%, intensifying competition from Disney and Amazon may pressure subscriber growth rates going forward.Nevertheless, Netflix delivered solid Q4 2025 results with earnings beating estimates, revenue climbing 18% to $12.05 billion, and paid memberships surpassing 325 million. Advertising revenue grew over 2.5 times to $1.5 billion, positioning the company for projected doubling in 2026.NFLX has set an ambitious target to double its revenues by 2030 and reach a $1 trillion market capitalization, supported by a diversified content strategy, including international programming, live events, and gaming initiatives.(You can read the full research report on Netflix here >>>)Arista Networks’ shares have outperformed the Zacks Internet - Software industry over the past six months (+26.1% vs. -9.7%). The company is benefiting from positive demand trends owing to its strong product portfolio, which is highly scalable, programmable and provides data-driven automation, analytics and support services.Arista Networks’ advanced cloud native software, smart Wi-Fi solutions deliver intelligent application identification, automated troubleshooting and location services, efficiently supporting apps like Teams, Zoom and Google Meet. The growing demand for 200- and 400-gig high-performance switching products augurs well for long-term growth. Improved inventory management is a positive.However, ANET faces stiff competition in cloud networking solutions, particularly in the 10-gigabit Ethernet and above. Rise in headcount, new product introduction costs, and higher variable compensation expenditures are straining margins. Its high customer concentration is a concern.(You can read the full research report on Arista Networks here >>>)Shares of Omega Flex have gained +3% over the past six months against the Zacks Steel - Pipe and Tube industry’s gain of +20.7%. This microcap company with market capitalization of $342.20 million maintains a debt-free balance sheet with $49.4 million in cash and strong liquidity. Dividend payouts of $1.02/share YTD reflect stable cash flows and a disciplined capital return policy.Omega Flex’s patented product suite — TracPipe, CounterStrike and MediTrac — offers innovation and efficiency in gas piping, reinforcing its competitive edge. It is also well-positioned to benefit from long-term trends in infrastructure modernization and energy-efficient building standards.However, a 2.2% revenue decline and 18% drop in operating profit YTD reflect pressures from softer residential construction, rising tariffs, and labor costs. Operating margins fell to 17.7%, and inventory buildup in MediTrac signals weak demand visibility. Its single-segment focus increases exposure to construction cycles, limiting downside protection. Shares are down 16% in the past year. Valuations are at five-year lows (EV/Sales: 2.93X).(You can read the full research report on Omega Flex here >>>)AXIL Brands’ shares have outperformed the Zacks Consumer Products - Staples industry over the past year (+26.5% vs. -7.4 %). This microcap company with market capitalization of $53.06 million is well-positioned to capture sustained demand in hearing enhancement and protection through a focused product lineup and a rapidly expanding retail footprint.AXIL Brands’ shift from a predominantly direct-to-consumer model toward a diversified omni-channel strategy is improving scale, visibility, and customer reach. New product innovation and broader national retail distribution strengthen brand credibility and support long-term growth. Retail expansion is driving operating leverage, while disciplined cost management underpins consistent profitability.A strong balance sheet and internally funded growth provide flexibility to support product development, marketing, and inventory needs without external financing. Meanwhile, the hair and skin care segment represents a longer-term growth opportunity, offering potential revenue diversification over time.(You can read the full research report on AXIL Brands 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 >> Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>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.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.SeeWant 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 Johnson & Johnson (JNJ): Free Stock Analysis Report Netflix, Inc. (NFLX): Free Stock Analysis Report Arista Networks, Inc. (ANET): Free Stock Analysis Report Omega Flex, Inc. (OFLX): Get Free Report AXIL Brands, Inc. (AXIL): 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