Top Analyst Reports for Eli Lilly, Home Depot & SAP

Friday, June 13, 2025The 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 Eli Lilly and Co. (LLY), The Home Depot, Inc. (HD), and SAP SE (SAP), as well as one micro-cap stock, Natural Resource Partners L.P. (NRP). 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 >>> Israel Attacks on Iran Send Markets into the RedToday’s Featured Research ReportsShares of Eli Lilly and Co. have fallen -6.5% over the past year against the Zacks Large Cap Pharmaceuticals industry’s decline of -12.4%. Declining sales of Trulicity, rising pricing pressure on some drugs, and potential competition in the GLP-1 diabetes/obesity market are some top-line headwinds for Eli Lilly. However, demand for Eli Lilly’s popular GLP-1 drugs, Mounjaro and Zepbound, remains strong, making them the company’s key top-line drivers. Though their sales were below expectations in the second half of 2024, they picked up in the first quarter, driven by launches of the drugs in new international markets and improved supply from ramped-up production. (You can read the full research report on Eli Lilly and Company here >>>)Home Depot’s shares have outperformed the Zacks Retail - Home Furnishings industry over the past year (+4.4% vs. +0.3%). The company continues to benefit from its progress in building an interconnected shopping experience, synergies from the SRS acquisition, expansion of its Pro ecosystem, strategic digital investments, and new store openings. These factors contributed to robust top-line growth in the first quarter of fiscal 2025, driven by increased engagement in Spring-related purchases and smaller-scale home improvement projects.However, HD faces softer demand in big-ticket discretionary categories, reflecting consumer caution amid high interest rates. Margin pressure, currency headwinds, and macroeconomic uncertainty also remain key risks.(You can read the full research report on Home Depot here >>>)Shares of SAP have outperformed the Zacks Computer – Software industry over the past year (+57.2% vs. +13.3%). SAP is gaining momentum in the cloud business, especially the Cloud ERP Suite and the rising adoption of its Rise with SAP and Grow with SAP solutions. Steady growth in the Cloud backlog also bodes well. SAP remains confident in its growth trajectory and has reaffirmed its outlook, expecting cloud revenues of €21.6-€21.9 billion for 2025, up 26–28% at constant currency from €17.14 billion in 2024.However, ongoing softness in the software license and services business continues to weigh on performance. In the first quarter, software license revenues declined 10% year over year, while services revenue fell 1%.(You can read the full research report on SAP here >>>)Shares of Natural Resource Partners have declined -11.3% year to date against the Zacks Coal industry’s decline of -11.8%. Natural Resource Partners faces significant headwinds from declining coal and soda ash prices. Metallurgical and thermal coal prices fell 50% year over year in 2024, pressuring royalties, while lower thermal coal demand adds risks. Soda ash distributions from Sisecam Wyoming dropped $43 million to $39 million due to a 60% price collapse, with management expecting prolonged weakness. NRP’s 2024 free cash flow was $251 million, which is expected to decline sharply in 2025, limiting distributions and debt repayment. Dependence on a concentrated customer base, weak carbon sequestration prospects, regulatory pressures and declining U.S. coal exports threaten earnings.(You can read the full research report on Natural Resource Partners here >>>)Other noteworthy reports we are featuring today include PayPal Holdings, Inc. (PYPL), Oracle Corp. (ORCL), and Danaher Corp. (DHR).Mark VickerySenior EditorNote: 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 Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>Today's Must ReadLilly (LLY) New Products Hold Key to Sales Growth in 2025Home Depot's (HD) Interconnected Strategy to Propel SalesSAP Sees Robust Revenue Growth Fueled by Cloud MomentumFeatured ReportsDomino's (DPZ) Banks on Digital Initiatives, Macro Woes AilPer the Zacks analyst, Domino's is likely to benefit from digital enhancements, menu innovation, and DoorDash partnership. However, macroeconomic uncertainty and elevated costs remain concerns.Edwards (EW) Gains on SAPIEN 3 Ultra RESILIA, FX Woes StayThe Zacks analyst is impressed with Edwards Lifesciences benefitting from ongoing expansion of SAPIEN 3 Ultra RESILIA in Europe, boosting its revenues. Yet, adverse currency impacts may hurt growth.Two-Sided Platform & Rich Partner Base to Aid Paypal (PYPL)Per the Zacks analyst, Paypal is likely to gain from its two-sided platform, rich partner base and expanding efforts. However, a challenging macroeconomic and competitive environment remains a woe. Revenue Growth Aid Molina Healthcare (MOH), Elevated Expenses HurtsPer the Zacks analyst, Molina Healthcare's rising revenues can be attributed to strong premium revenues and solid membership growth. However, escalating expenses remain a concern for the company.Oracle (ORCL) Gains from Cloud Suite Adoption & PartnershipsPer the Zacks analyst, Oracle is benefiting from solid adoption of its cloud solutions. Partnerships Amazon for Oracle Database@AWS and Google for Oracle Database@Google holds promise.Technological Prowess Aids Rollins (ROL), Rising Costs AilPer the Zacks analyst, Rollins has transformed through targeted investments in digital tools such as BOSS, VRM, Orkin 2.0, BizSuite, and InSite. Rising expenses remain a concern.Strong Biotechnology Unit Aids Danaher (DHR), High Debt AilsPer the Zacks analyst, Danaher is witnessing solid momentum in the Biotechnology segment, fueled by strength in bioprocessing business. However, high debt obligation remains a concern for the company.New UpgradesAPA Corporation (APA) to Gain from New Exploration in AlaskaThe Zacks analyst believes that APA's successful exploratory well in Alaska to open up new upside potential but its significantly high long-term debt raises concern.Focus on Regulated Energy Delivery Aids MDU Resources (MDU)Per the Zacks analyst, MDU Resources gains from its focus on regulated energy delivery business. Its strategic investment of $3.06 billion through 2029 should improve the reliability of its services.Acquisitions and AI Implementation Aids CyberArk (CYBR)Per the Zacks analyst, CyberArk is gaining market share and capabilities through acquisitions and AI implementation across its product portfolio, hence experiencing explosive ARR growth.New DowngradesLower U.S. Rig Count and Higher Costs to Hurt Cactus (WHD)Per the Zacks analyst, Cactus braces for margin pressure as falling U.S. rig counts and rising tariffs and steel costs are poised to cloud its near-term profitability.Sony Hurt by Macroeconomic & Geopolitical Woes in Key UnitsPer the Zacks analyst, Sony's performance is likely to be plagued by the ongoing macro and geopolitical headwinds, notably in G&NS, ET&S & I&SS units. Stiff rivalry and FX volatility are concerns.The J. M. Smucker (SJM) Remains Troubled by Cost InflationPer the Zacks analyst, The J. M. Smucker is seeing high costs. Management expects fiscal 2026 adjusted gross profit margin to be hurt by higher commodity and manufacturing costs and negative volume.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >>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 Eli Lilly and Company (LLY): Free Stock Analysis Report Danaher Corporation (DHR): Free Stock Analysis Report The Home Depot, Inc. (HD): Free Stock Analysis Report SAP SE (SAP): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report Natural Resource Partners LP (NRP): Free Stock Analysis Report PayPal Holdings, Inc. (PYPL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks