Top Analyst Reports for Oracle, Costco & Cisco

Monday, November 17, 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 Oracle Corp. (ORCL), Costco Wholesale Corp. (COST) and Cisco Systems, Inc. (CSCO), as well as two micro-cap stocks Universal Health Realty Income Trust (UHT) and New England Realty Associates Limited Partnership (NEN). 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 >>> Econ Data Comes Out This Week, Along with NVDA, WMT EarningsToday's Featured Research ReportsOracle’s shares have outperformed the Zacks Computer - Software industry over the year-to-date period (+35.1% vs. +14.5%). The company is benefiting from continued momentum from its Oracle Cloud Infrastructure business, including from winning cloud-computing contracts from AI-focused startups. ORCL’s continued investment in cloud infrastructure, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP, positions it well for sustained growth in the dynamic software industry.Oracle’s partnership with Amazon for Oracle Database@AWS and general availability of Oracle Database@Google bodes well. Oracle’s Gen 2 Cloud is driving artificial intelligence clientele. The company's share buybacks and dividend policy are noteworthy. The Zacks analyst expects’ fiscal 2026 net sales to grow 15.8% from fiscal 2025. However, higher spending on product enhancements, toward the cloud platform amid increasing competition in the cloud domain is likely to limit margin expansion.(You can read the full research report on Oracle here >>>)Shares of Costco have gained +1.3% over the year-to-date period against the Zacks Retail - Discount Stores industry’s gain of +5.3%. The company being a consumer defensive stock, has survived the market turmoil pretty well, supported by its resilient membership-based model, disciplined pricing, and operational excellence. Costco’s consistent renewal rates and expanding member base reinforce its dependable recurring revenue stream, while the Kirkland Signature brand continues to drive margin strength. Robust e-commerce momentum and growing adoption of digital fulfillment services enhance Costco’s omnichannel reach, driving traffic. Strategic sourcing, diversification, and supply chain efficiency have helped mitigate tariff and cost pressures. Backed by a solid liquidity position, Costco remains well-positioned to capitalize on global growth opportunities. The Zacks analyst expect’s Costco to register a 10.9% adjusted earnings per share increase in fiscal 2026 on 7.7% revenue growth(You can read the full research report on Costco here >>>)Cisco’ shares have outperformed the Zacks Computer - Networking industry over the year-to-date period (+35.2% vs. +34.5%). The company’s business model has evolved with subscription revenues accounting for more than half of its total revenues. An increase in recurring revenue base bodes well for investors. Splunk's acquisition enhances the company’s recurring revenue base. The buyout significantly expands Cisco’s portfolio of software-based solutions, contributing more than $4 billion in ARR and making it one of the largest software companies in the world. The launch of AI-powered Hypershield, which combines security and networking, strengthened Cisco’s security portfolio. Networking sales benefited from strong demand for AI infrastructure and campus networking solutions. Product orders from service provider and cloud customers were strong, driven by high double-digit order growth in hyperscalers. However, stiffening competition is a headwind.(You can read the full research report on Cisco here >>>)Shares of Universal Health Realty have outperformed the Zacks REIT and Equity Trust - Other industry over the year-to-date period (+12.3% vs. +7.7%). This microcap company with a market capitalization of $548.38 million offers stable, inflation-linked rental income supported by long-term leases and high occupancy, while its dividend remains well covered by recurring Funds From Operations (FFO). UHS-backed leases with built-in escalators and guarantees enhance cash-flow visibility, while conservative leverage, ample liquidity and active interest-rate hedging reinforce financial resilience. Strategic healthcare assets and new MOBs development support long-term demand. Key risks include heavy UHS tenant concentration, reduced swap effectiveness, elevated leverage limiting flexibility and constrained capital-markets access. The valuation suggests investors are paying a moderate premium for stability and income durability, while still receiving a discount to higher-growth healthcare real estate investment trust (REIT) peers.(You can read the full research report on Universal Health Realty Income here >>>)Shares of New England Realty have underperformed the Zacks Real Estate - Operations industry over the year-to-date period (-10.5% vs. +14.3%). This microcap company with a market capitalization of $197.14 million has rising leverage ($511.2 million), net income compression and softening new lease rates. A liquidity covenant breach and floating-rate debt add refinancing risk. Despite near-term pressures, shares trade at just 0.7x P/E vs. sector 17.8x, offering compelling upside. Nevertheless, NERA is capitalizing on favorable urbanization and housing supply-demand imbalances in Eastern Massachusetts and Southern New Hampshire, expanding assets by 25% YTD. The Hill Estates acquisition and Mill Street development align with strong demographic and affordability trends. Rental income rose 9.1% to $65 million, supported by resilient renewal pricing (+5.7%) and high occupancy. Long-term demand fundamentals, including Boston’s robust job market and limited new housing starts, enhance rental pricing power and asset appreciation. Strategic use of Chapter 40B programs provides financing advantages.(You can read the full research report on New England Realty here >>>)Other noteworthy reports we are featuring today include Medtronic plc (MDT), Corning Inc. (GLW) and TC Energy Corp. (TRP).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 ReadOracle (ORCL) Gains from Cloud Suite Adoption and PartnershipsDecent Comparable Sales Run to Fuel Costco's (COST) Top LineCisco (CSCO) Rides on Strong Networking Solution DemandFeatured ReportsMedtronic (MDT) Gains in Market Share, Global Growth RobustThe Zacks analyst is impressed with Medtronic's market share gains across core businesses. The company posted strong international revenue growth in fiscal Q1, reflecting broad-based global growth.TC Energy (TRP) to Gain from North American Natural Gas DemandThe Zacks analyst believes TC Energy is uniquely positioned to capitalize on the growing North American natural gas demand, driven by LNG exports and the electricity needs of AI data centers.Sun Life (SLF) Gains on Solid Asia Business Amid High CostsPer the Zacks analyst, Sun Life is set for grow on solid Asia business that are expected to provide higher return and expanding global asset management business. However, high costs remain a concern.Renewable Energy Focus and Investments Aid CMS Energy (CMS)According to the Zacks analyst, CMS Energy plans capital expenditure of $20 billion during 2025-2029 period, which should further strengthen its operations and expand its renewable portfolio.Molson Coors (TAP) Benefits From Premiumization andInnovationPer the Zacks analyst, Molson Coors boasts a strong portfolio of well-established brands. The company remains committed to growing its market share through innovation and premiumization. Improved Menu Pricing Aid Brinker's (EAT) Performance, Amid High CostsPer the Zacks analyst, Brinker is benefiting from improved menu pricing and expansion efforts. However, rising restaurant labor and commodity costs are a concern.Acquisitions, Strong Cash Flows Drive Select Medical (SEM)Per the Zacks Analyst, numerous buyouts have resulted in a geographically diversified portfolio and strengthened U.S. footprint for the company. Also, strong cash flows enable business investments.New UpgradesCorning (GLW) Rides on Strength in Multiple Verticals, AI FocusPer the Zacks analyst, growing adoption of innovative optical connectivity products for generative AI applications and healthy demand for advanced Gorilla glass will likely drive Corning's top line.Reddit (RDDT) Rides on Growing User Engagement, AI FeaturesPer the Zacks analyst, Reddit is benefiting from strong growth in user engagement driven by AI-powered features, including Reddit Answers.Focus on Alternatives, Solid Liquidity Aid Affiliated Managers (AMG)Per the Zacks analyst, Affiliated Managers is well-placed for growth, driven by focus on the alternatives strategies, successful partnerships, global distribution capability and a solid balance sheet.New DowngradesCorcept's (CORT) Korlym Dependence for Sales Raises ConcernsPer the Zacks analyst, Corcept's sole reliance on its Cushing's syndrome drug, Korlym, for revenue is concerning. Recent pipeline setbacks weigh heavily on the stock.Alaska Air (ALK) to Face Pressure From High Costs and Operational RisksPer the Zacks analyst, Alaska Air is likely to encounter margin strain from soaring labor costs, debt obligations, safety concerns, and operational challenges.Weak Residential Business Performance Hurt Generac (GNRC)Per the Zacks analyst, Generac's Residential business segment was hurt by a lower power outage environment. Residential product sales are expected to decline by mid-single-digit percentage in 2025.Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum 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 Cisco Systems, Inc. (CSCO): Free Stock Analysis Report Medtronic PLC (MDT): Free Stock Analysis Report Corning Incorporated (GLW): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report Costco Wholesale Corporation (COST): Free Stock Analysis Report TC Energy Corporation (TRP): Free Stock Analysis Report Universal Health Realty Income Trust (UHT): Free Stock Analysis Report New England Realty Associates Limited Partnership (NEN): 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