Top Analyst Reports for Johnson & Johnson, Home Depot and Micron

Wednesday, July 2, 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 Johnson & Johnson (JNJ), The Home Depot, Inc. (HD) and Micron Technology, Inc. (MU), as well as two micro-cap stocks Autoscope Technologies Corp. (AATC) and Nova LifeStyle, Inc. (NVFY). 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 >>> ADP Private-Sector Payrolls -33K, Worst in 2+ YearsToday's Featured Research ReportsJohnson & Johnson’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (+9.4% vs. +0.8%). The company’s Innovative Medicine unit is showing a growth trend, driven by existing products like Darzalex, Tremfya and Erleada and continued uptake of new launches, including Spravato, Carvykti and Tecvayli. J&J is making rapid progress with its pipeline and has been on an acquisition spree lately, which has strengthened its pipeline. However, sales in the MedTech segment have slowed down due to headwinds in Asia-Pacific markets like China and competitive pressure in some categories. The launch of Stelara generics has been eroding the drug’s sales in 2025. Uncertainties around talc lawsuits remain. The potential impact of pharma tariffs in the uncertain economic landscape remains an overhang.(You can read the full research report on Johnson & Johnson here >>>)Shares of Home Depot have outperformed the Zacks Retail - Home Furnishings industry over the past year (+14.0% vs. +10.5%). 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. HD is also navigating a complex global trade environment, with rising tariffs.(You can read the full research report on Home Depot here >>>)Micron Technology’s shares have outperformed the Zacks Computer - Integrated Systems industry over the year-to-date period (+42.5% vs. +26.5%). The company’s latest quarterly performance underscores its strategic positioning in the rapidly expanding AI-driven memory and storage markets. The positive impact of inventory improvement across multiple end markets is adding to the top-line growth. The surging demand for HBM and robust DRAM pricing recovery will aid significant revenue and earnings growth in the coming quarters. Its solid financials, positive free cash flow and strong balance sheet provide the flexibility to invest in growth initiatives while enhancing shareholder value. Its long-term customer agreements and expanding AI partnerships reduce volatility and enhance revenue visibility. However, weakness in NAND pricing due to oversupply conditions and slower-than-expected demand recovery might hurt overall financial performance. An escalating trade war is another concern.(You can read the full research report on Micron Technology here >>>)Shares of Autoscope Technologies have outperformed the Zacks Technology Services industry over the past year (+41.5% vs. +38.3%). This microcap company with market capitalization of $40.70 million offers a resilient, royalty-driven business model with a 100% gross margin due to fully amortized software costs and outsourced production. Despite a 32% drop in first-quarter 2025 royalty revenues, margins and cash flows remained robust, supported by recurring royalties (97% of revenues). Cost discipline preserved a 20.3% operating margin and 7 cents EPS amid a 30% revenue decline. The launch of Autoscope Analytics and a strong surge in product revenues (more than 319% year over year) expand TAM and diversify income streams. Capital-light operations enable flexibility and dividends without compromising liquidity or innovation. Additionally, Autoscope is well-positioned to benefit from U.S. government-funded Smart City and traffic safety programs, leveraging its broad installed base and exclusive distribution with Econolite.(You can read the full research report on Autoscope Technologies here >>>)Nova LifeStyle’s shares have outperformed the Zacks Furniture industry over the year-to-date period (+109.6% vs. -16.8%). This microcap company with market capitalization of $19.33 million pivot to premium furniture continues to drive margin expansion, with gross margin rising to 46% in first-quarter 2025, supported by a 26% ASP increase offsetting a 12% volume decline, signaling strong premium brand positioning.Operating loss narrowed significantly due to deep cost cuts, though net losses persist. Revenues rose 10.9% year over year, driven solely by pricing, highlighting volume and diversification concerns. Liquidity remains constrained amid surging supplier prepayments and minimal cash. Revenue growth remains ASP-led amid shrinking volume and geographic reach. Supply chain fragility and uncertain tariff policy add cost volatility. While valuation appears modest, execution risks, scalability doubts, delisting risks and financial fragility temper optimism around NVFY’s high-margin transformation strategy.(You can read the full research report on Nova LifeStyle here >>>)Other noteworthy reports we are featuring today include KKR & Co. Inc. (KKR), Constellation Energy Corp. (CEG) and HCA Healthcare, Inc. (HCA).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 ReadJ&J's (JNJ) Innovative Medicine Strong, MedTech Slows DownHome Depot's (HD) Interconnected Strategy to Propel SalesSupply Stabilization, Higher AI Spending Aid Micron (MU)Featured ReportsAUM Growth Aids KKR & Co. (KKR) Amid Rising ExpensesPer the Zacks analyst, KKR & Co's diverse investment strategies aid its asset under management (AUM) growth. However, elevated expenses is a concern.Focus on Renewable Energy Aid Constellation Energy (CEG)Per the Zacks analyst, Constellation Energy gains from expansion of renewable portfolio. Its position as an industry leader in the safe operation of nuclear plants helps it increase its nuclear outputImproving Top Line, Acquisitions Aid HCA Healthcare (HCA)Per the Zacks analyst, its growing revenues driven by increasing admissions have led to significant growth. Strategic acquisitions have helped it expand and remains a driving factor.Cost Actions Aid Sherwin-Williams (SHW) Amid Weak DemandPer the Zacks Analyst, the company's aggressive cost-control initiatives will help counter the impact of weak demand in Europe, slow recovery in China, and higher interest costs.Venture Global (VG) to Benefit From Key LNG Export ProjectsVenture Global is set to benefit from stable revenue growth from major LNG export projects along the Gulf Coast. However, supply-chain issues and debt challenges concern the Zacks analyst.Dividends & Buybacks Aid Delta (DAL), High Labor Costs AilDAL's high labor costs bother the Zacks analyst. Efforts to reward shareholders through dividends & buybacks, however, represent a tailwind.LEAR's (LEA) Acquisitions Aid Growth, Consumer Concentration a RiskPer the Zacks analyst, LEA is expanding through acquisitions, partnerships and various innovative products but worry sources from the concentration of customer base in the hands of few companies.New UpgradesThe Estee Lauder Companies (EL) Gains on Solid Online SalesPer the Zacks analyst, EL is gaining on efforts to boost online sales. The company is expanding its omnichannel capabilities to aid flexible and convenient shopping options for consumers.Juniper (JNPR) Benefits From Regulatory Clearance for HPE MergerPer the Zacks analyst, settlement with the U.S. Department of Justice will likely expedite the Juniper-HPE merger process. The acquisition will drive innovation in the JNPR's AI networking portfolio.Groupon's (GRPN) Local and Travel Categories Drive GrowthPer the Zacks analyst, Groupon is benefitting from strong momentum across its local and travel categories, particularly in the North American region.New DowngradesSONY Plagued by Macro & Geopolitical Headwinds in Key UnitsPer the Zacks analyst, Sony's performance is likely to be hurt by the ongoing macro and geopolitical challenges, notably in G&NS, ET&S & I&SS units. Stiff rivalry and FX volatility are concerns.Macroeconomic Woes, Stiff Competition Hurt Chemed (CHE)The Zacks analyst is worried about inflation, high logistics and staffing costs weighing on Chemed's margins, with tariffs adding to the risks. Fierce rival pressure could hurt its market share.High Costs & Macro Woes Ail Norwegian Cruise (NCLH)Per the Zacks analyst, Norwegian Cruise's performance is being hurt by elevated onboard and other expenses. Also, inflationary pressures and currency woes are concerns.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant 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 Constellation Energy Corporation (CEG): Free Stock Analysis Report Micron Technology, Inc. (MU): Free Stock Analysis Report The Home Depot, Inc. (HD): Free Stock Analysis Report KKR & Co. Inc. (KKR): Free Stock Analysis Report HCA Healthcare, Inc. (HCA): Free Stock Analysis Report Nova Lifestyle, Inc (NVFY): Get Free Report Autoscope Technologies Corporation (AATC): 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