Top Analyst Reports for NVIDIA, AT&T & Amgen

Tuesday, November 25, 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 NVIDIA Corp. (NVDA), AT&T Inc. (T) and Amgen Inc. (AMGN). 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 Morning of Data: Any of It Good?Today's Featured Research ReportsNVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the year-to-date period (+35.9% vs. +34.2%). The company is benefiting from the strong growth of artificial intelligence (AI) and high-performance accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues. The continued ramp-up of Ada RTX GPU workstations in the ProViz end market, following the normalization of channel inventory, is acting as a tailwind. Collaborations with more than 320 automakers and tier-one suppliers are likely to advance its presence in the autonomous vehicle space.However, a limited supply of Blackwell GPUs may hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins. The U.S.-China tech war and rising competition from AMD remain major concerns.(You can read the full research report on NVIDIA here >>>)Shares of AT&T have outperformed the Zacks Wireless National industry over the year-to-date period (+17.6% vs. +3.7%). The company is likely to benefit from a customer-centric business model and solid wireless traction, supported by an integrated fiber expansion strategy and steady 5G deployments. It is witnessing healthy momentum in its postpaid wireless business with a lower churn rate and increased adoption of higher-tier unlimited plans. AT&T aims to deploy Open RAN for 70% of its wireless network traffic across open-capable platforms by late 2026. It remains firmly on track to pass more than 50 million fiber locations by the end of 2030, thanks to stepped-up investment courtesy of the pro-investment provisions of the One Big Beautiful Bill Act. However, the wireline division is struggling with persistent losses in access lines due to competitive pressures. Healthy discounts and freebies to woo customers are denting margins. The high debt burden remains a concern.(You can read the full research report on AT&T here >>>)Amgen’s shares have outperformed the Zacks Medical - Biomedical and Genetics industry over the year-to-date period (+32.5% vs. +19.9%). The company beat third-quarter estimates for both earnings and sales. Key medicines like Evenity, Repatha and Blincyto, as well as newer medicines like Tavneos and Tezspire, are driving sales, more than offsetting declining revenues from oncology biosimilars and mature products like Enbrel. New biosimilar launches are also contributing to top-line growth. Furthermore, Amgen has several key pipeline assets, with a primary focus on the obesity candidate, MariTide. However, increased pricing headwinds and competitive pressure are hurting sales of many products. Sales of best-selling drugs, Prolia and Xgeva, are expected to decline due to biosimilar competition. Recent pipeline setbacks and the upcoming LOE cliff are concerns.(You can read the full research report on Amgen here >>>)Other noteworthy reports we are featuring today include General Motors Co. (GM), Eni S.p.A. (E) and L3Harris Technologies, Inc. (LHX).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 ReadNVIDIA's (NVDA) Data Center Biz Gains From Growing Adoption of GPUsAT and T (T) Rides on Solid Wireless Taction, Fiber DensificationAmgen (AMGN) Key and New Drugs Driving Sales in 2025Featured ReportsGeneral Motors to Gain From Strong Demand and Restructuring EffortsPer the Zacks analyst, strong demand for leading brands continues to fuel General Motors' sales growth, driven by popular pickups and SUVs. Restructuring in China is improving profitability.Acquisitions Boosts L3Harris Technologies (LHX), Poor Financial WoesPer the Zacks analyst, L3Harris Technologies is likely to gain from strategic acquisitions like the takeover of Aerojet Rocketdyne. Yet its poor financial position remains a concern for the stock.TraceGains Buyout Aids Veralto (VLTO) Amid High CompetitionPer the Zacks Analyst, TraceGains' acquisition broadens Veralto's digital offerings, utilizing synergies with its Esko-branded solutions and consumer base. Rising competition is an overhang.Ralph Lauren's (RL) Digital Push Boosts Global DTC GrowthPer the Zacks analyst, Ralph Lauren's digital push fuels growth, with DTC comps up 13% and online sales rising globally, driven by mobile, personalization, and loyalty programs for younger shoppers.Cost Reduction Benefits Stanley Black (SWK) Amid High DebtThe Zacks analyst is encouraged by Stanley Black's progress with the global cost-reduction program, which is expected to aid the bottom line and drive margins. However, high debt remains a woe.Strategic Plan Support Associated Banc-Corp (ASB), Rising Costs a WoePer the Zacks analyst, strategic expansion initiatives, stabilizing funding costs and robust loan balances will aid Associated Banc-Corp, while higher expenses and weak asset quality are headwinds.Strong Revenues, Acquisitions Benefit CNO Financial (CNO)Per the Zacks analyst, improved policy income and investment income might aid the company's revenues. Buyouts expanded its capabilities and distribution reach.New UpgradesEni's (E) Focus on Renewables and Upstream Discoveries AidsPer the Zacks analyst, Eni's strong focus on renewables and rising hydrocarbon production from high-value assets should support its profitability and growth prospects.Data Center Growth Aids Advanced Energy (AEIS) ProspectsPer the Zacks Analyst Advanced Energy benefits from strong demand in the data center computing market and customer adoption of its advanced semiconductor technologies like eVoS and eVerest platforms.Strong uptake of XT Amplify Program Aids Omnicell (OMCL)The Zacks analyst is impressed with the strong uptake of Omnicell's XT Amplify program which is helping it to gain good momentum in automation and analytics business.New DowngradesChevron (CVX) Hurt by Weak Oil Prices and Refining RisksThe Zacks analyst warns that Chevron faces pressure as lower crude realizations drag upstream earnings and California's tightening fuel market adds volatility to downstream margins.Bath and Body Works (BBWI) Faces Demand Weakness and Margin PressurePer the Zacks analyst, BBWI continues to grapple with broad demand softness, heavier promotions, tariff pressures and cautious guidance, signaling prolonged margin and growth challenges.Soft Construction Trends and High Costs Ail Owens Corning (OC)Per the Zacks analyst, Owens Corning is hurting from slow activity in the residential and commercial construction sectors. Also, high expenses related to ongoing cost optimization are added concernsBeyond 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.See "2nd Wave" AI stocks 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 AT&T Inc. (T): Free Stock Analysis Report Amgen Inc. (AMGN): Free Stock Analysis Report Eni SpA (E): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report General Motors Company (GM): Free Stock Analysis Report L3Harris Technologies Inc (LHX): 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