The Zacks Analyst Blog JPMorgan Chase, Salesforce and Arista Networks

10.11.25 07:48 Uhr

Werte in diesem Artikel
Aktien

391,30 EUR -2,85 EUR -0,72%

272,60 EUR 5,60 EUR 2,10%

207,85 EUR 3,95 EUR 1,94%

Indizes

PKT PKT

46.987,1 PKT 74,8 PKT 0,16%

23.004,5 PKT -49,5 PKT -0,21%

17.850,5 PKT 85,4 PKT 0,48%

3.375,7 PKT -5,3 PKT -0,16%

6.728,8 PKT 8,5 PKT 0,13%

For Immediate ReleasesChicago, IL – November 10, 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 JPMorgan Chase & Co. JPM, Salesforce, Inc. CRM and Arista Networks Inc ANET.Here are highlights from Monday’s Analyst Blog:Top Analyst Reports for JPMorgan Chase, Salesforce 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 JPMorgan Chase & Co., Salesforce, Inc. and Arista Networks 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 >>> The Jobs Week That Wasn't, Plus More Q3 EarningsToday's Featured Research ReportsJPMorgan Chase’s shares have outperformed the Zacks Financial - Investment Bank industry over the year-to-date period (+33.6% vs. +32.7%). The company’s shareholder’s returns over the past year, driven by continued operational strength amid persistent macroeconomic concerns. Business expansion efforts, loan demand and changes in interest rates will aid net interest income (NII) growth.The Zacks analyst project NII to witness a CAGR of 3.3% by 2027. In investment banking (IB), the company’s solid pipeline and market leadership remain competitive strengths, though capital markets volatility and elevated mortgage rates are likely to weigh on fee income. Our estimates for non-interest income don’t show a favorable trend this year. Technology and marketing investments will keep costs elevated.The Zacks analyst expects expenses to reflect a CAGR of 4.4% by 2027. A tough macro backdrop raises concerns about its asset quality. We expect provisions to rise 10.3% in 2025(You can read the full research report on JPMorgan Chase here >>>)Shares of Salesforce have underperformed the Zacks Computer - Software industry over the year-to-date period (-28.6% vs. +13.8%). The company is facing stiff competition and unfavorable currency fluctuations are concerns. Softening IT spending amid ongoing macroeconomic uncertainties may hurt its growth prospects.Nevertheless, Salesforce is benefiting from a robust demand environment as customers are undergoing a major digital transformation. Its sustained focus on aligning products with customer needs is driving the top line. Continued deal wins in the international market are another growth driver. The buyout of Slack has positioned it as a leader in enterprise team collaboration and improved its competitive standing compared to Microsoft Teams.Salesforce’s strategy of continuous expansion of generative AI offerings will help it tap the growing opportunities in the space. The Zacks analyst estimates suggest that Salesforce’s revenues are expected to witness a CAGR of 8.6% through fiscal 2025-2028.(You can read the full research report on Salesforce here >>>)Arista Networks’shares have outperformed the Zacks Internet - Software industry over the year-to-date period (+22.5% vs. +7.6%). The company reported strong third-quarter 2025 results with revenues and adjusted earnings beating the respective Zacks Consensus Estimate, driven by robust demand trends. The company has made several additions to its multi-cloud and cloud-native software product family with CloudEOS Edge.The Arista 2.0 strategy is also resonating well with customers, with its modern networking platforms being foundational for the transformation from silos to centers of data. The versatility of its unified software stack across various use cases, including WAN routing, campus and data center infrastructure, sets it apart from its competitors.However, high concentration risk limits its growth potential to some extent. Stiff competition in cloud networking solutions is straining margins. High operating costs and lingering supply chain issues remain other headwinds.(You can read the full research report on Arista Networks here >>>)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.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 JPMorgan Chase & Co. (JPM): Free Stock Analysis Report Salesforce Inc. (CRM): Free Stock Analysis Report Arista Networks, Inc. (ANET): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

In eigener Sache

Übrigens: JPMorgan Chase und andere US-Aktien sind bei finanzen.net ZERO sogar bis 23 Uhr handelbar (ohne Ordergebühren, zzgl. Spreads). Jetzt kostenlos Depot eröffnen und Neukunden-Bonus sichern!

Ausgewählte Hebelprodukte auf Arista Networks

Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf Arista Networks

NameHebelKOEmittent
NameHebelKOEmittent
Wer­bung

Quelle: Zacks

Nachrichten zu Salesforce

Wer­bung

Analysen zu Salesforce

DatumRatingAnalyst
16.10.2025Salesforce OverweightJP Morgan Chase & Co.
04.09.2025Salesforce OverweightJP Morgan Chase & Co.
04.09.2025Salesforce NeutralUBS AG
29.08.2025Salesforce BuyJefferies & Company Inc.
18.08.2025Salesforce Sector PerformRBC Capital Markets
DatumRatingAnalyst
16.10.2025Salesforce OverweightJP Morgan Chase & Co.
04.09.2025Salesforce OverweightJP Morgan Chase & Co.
29.08.2025Salesforce BuyJefferies & Company Inc.
18.08.2025Salesforce BuyJefferies & Company Inc.
30.05.2025Salesforce BuyGoldman Sachs Group Inc.
DatumRatingAnalyst
04.09.2025Salesforce NeutralUBS AG
18.08.2025Salesforce Sector PerformRBC Capital Markets
18.08.2025Salesforce NeutralUBS AG
09.06.2025Salesforce Sector PerformRBC Capital Markets
29.05.2025Salesforce Sector PerformRBC Capital Markets
DatumRatingAnalyst
11.01.2023Salesforce UnderperformBernstein Research
19.06.2020Slack SellGoldman Sachs Group Inc.
19.05.2016Salesforce UnderperformBernstein Research
19.11.2015Salesforce UnderperformBernstein Research
19.11.2015Salesforce verkaufenJefferies & Company Inc.

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für Salesforce nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"
mehr Analysen