Top Analyst Reports for NVIDIA, Berkshire Hathaway & Home Depot

Friday, September 26, 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), Berkshire Hathaway Inc. (BRK.B), and The Home Depot, Inc. (HD), as well as a micro-cap stock, BayFirst Financial Corp. (BAFN). 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 >>> PCE Delivers Goldilocks Numbers for the Stock MarketToday's Featured Research ReportsNVIDIA’s shares have outperformed the Zacks Semiconductor – General industry over the past year (+46.4% vs. +41.8%). NVIDIA 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.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.(You can read the full research report on NVIDIA here >>>)Shares of Berkshire Hathaway have outperformed the Zacks Insurance - Property and Casualty industry over the past year (+8.2% vs. +6.8%). Berkshire is one of the largest property and casualty insurance companies with numerous diverse business activities. A strong cash position supports earnings-accretive bolt-on buyouts and is indicative of its financial flexibility. Continued insurance business growth fuels an increase in float, drives earnings, and generates maximum return on equity.However, exposure to cat loss induces earnings volatility and also affects underwriting results. Huge capital expenditure remains a headwind.(You can read the full research report on Berkshire Hathaway  here >>>)Home Depot’s shares have outperformed the Zacks Retail - Home Furnishings industry over the past year (+2.0% vs. -1.7%). Home Depot reported strong second-quarter fiscal 2025 results, along with broad-based sales growth. Comps improved, driven by higher-value purchases and steady demand from both Pro and DIY customers. Online sales rose sharply, reflecting investments in AI, logistics, and personalization.However, HD faces softer demand in big-ticket discretionary categories, reflecting consumer caution amid high interest rates. Margin pressure, currency headwinds, tariff woes, and macroeconomic uncertainty also remain key risks.(You can read the full research report on Home Depot here >>>)Shares of BayFirst Financial have underperformed the Zacks Banks - Southeast industry over the past year (-37.0% vs. +8.2%). BayFirst’s investment case is anchored by scalable profitability, regional strength, and tech-driven efficiency. Despite a Q1 2025 net loss due to seasonality, NIM expanded to 3.77% and loans grew $18 million QoQ.However, elevated charge-offs (13.6% annualized) and sustained provisioning ($4.4 million) raise credit risk concerns, especially in C&I loans. Capital ratios have declined (CET1 10.47%), constraining flexibility. Non-interest income dropped 38.7% YoY, exposing reliance on loan sales. (You can read the full research report on BayFirst Financial here >>>)Other noteworthy reports we are featuring today include Novo Nordisk A/S (NVO), JPMorgan Chase & Co. (JPM), and Nucor Corp. (NUE).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 GPUsBerkshire (BRK.B) Poised to Grow on Solid Insurance BusinessHome Depot's (HD) Interconnected Strategy to Propel SalesFeatured ReportsInvestments & Customer Additions Aid UGI Corporation (UGI)Per the Zacks analyst, UGI's strategic investment plans help to upgrade and replace the aging infrastructure that boost its performance. The company also gains from an expanding customer base.Enterprise Products (EPD) Banks on $6B Key Capital ProjectsEnterprise Products will generate incremental cash flows from $6 billion of key midstream projects that are under construction. But, the partnership's high debt exposure concerns the Zacks analyst.Strong Subscriber Growth Offsets Hims & Hers' (HIMS) Margin PressurePer the Zacks analyst, Hims & Hers is rapidly scaling with strong subscriber growth, rising ARPU, and a recurring-revenue platform. This helps the company to offset margin pressure due to product mix.PacBio (PACB) R&D Strength Aids Growth Amid Market HurdlesPer the Zacks analyst, PacBio benefits from a strong R&D focus and a robust product suite, but longer purchasing cycles, tough competition, and macro headwinds weigh on growth.Branch Expansion to Aid JPMorgan (JPM) Amid Fee Income WoesPer the Zacks analyst, JPMorgan's efforts to expand branch network in new markets and relatively high rates will aid revenues. The volatile nature of the capital markets might hurt fee income growth.Strong Demand, Expansion Actions Aid Nucor (NUE)While the recent pullback in steel prices is a concern, Nucor will benefit from strong demand in its major markets and efforts to boost production capacity, per the Zacks analyst.Verisk (VRSK) Gains From Simplitium Buyout, Expense Woes AilPer the Zacks analyst, the Simplitium acquisition enables Verisk's clients to access third-party catastrophe models, offering diverse risk assessment views. High personnel expense remains a concern.New UpgradesMasTec (MTZ) is Banking on Increased Public Spending & BuyoutsPer the Zacks analyst, MasTec's performance is gaining on increased government spending on infrastructure, with increased focus on renewable projects catalyzing growth. Also, recent buyouts bode well.Rising Insurance Segment Revenues Support Lending Tree (TREE)Per the Zacks analyst, Lending Tree plans to expand offerings for consumers, small businesses, and partners to grow its Insurance segment revenue will boost overall profitability.CommScope (COMM) Rides on Healthy Demand, Portfolio OptimizationPer the Zacks analyst, strong demand for DOCSIS 4.0 products will likely drive CommScope's top line. The divestiture of the CCS segment will significantly boost liquidity.New DowngradesNovo Nordisk Experiences Global Slowdown Amid Intense CompetitionPer the Zacks analyst, NVO's growth prospects are hurting as Wegovy and Ozempic face slowing sales amid rising competition in the global obesity market.Weak Demand, Inventory Actions Ail Celanese (CE)Per the Zacks analyst, weaker end-market demand is likely to weigh on the company's volumes. Its inventory reduction actions to match demand are also expected to hurt earnings.Whirlpool (WHR) Grapples With Macroeconomic HeadwindsPer the Zacks analyst, Whirlpool is witnessing soft global demand trends for a while. Headwinds including weak consumer sentiment, intense competition and tariff-related pressures remain concerning. 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 JPMorgan Chase & Co. (JPM): Free Stock Analysis Report Novo Nordisk A/S (NVO): Free Stock Analysis Report Nucor Corporation (NUE): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report The Home Depot, Inc. (HD): Free Stock Analysis Report Berkshire Hathaway Inc. (BRK.B): Free Stock Analysis Report BayFirst Financial Corp. (BAFN): 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