Top Research Reports for Broadcom, Exxon Mobil & Johnson & Johnson

Wednesday, December 10, 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 Broadcom Inc. (AVGO), Exxon Mobil Corp. (XOM) and Johnson & Johnson (JNJ), as well as two micro-cap stocks Investors Title Co. (ITIC) and Friedman Industries, Inc. (FRD). 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 >>> Pre-markets Remain "Wait & See" Ahead of Fed DecisionToday's Featured Research ReportsBroadcom’s shares have outperformed the Zacks Electronics - Semiconductors industry over the past year (+121.4% vs. +74.3%). The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy. Broadcom’s AI segment benefits from custom accelerators and advanced networking technology that supports large-scale AI deployments with improved performance and efficiency. Broadcom expects fourth-quarter fiscal 2025 AI revenues to jump 66% year over year to $6.2 billion. The acquisition of VMware has benefited Infrastructure software solutions.As of the fiscal third quarter, roughly more than 90% of Broadcom’s largest 10,000 customers have adopted VCF. However, gross margin in the fiscal fourth quarter is expected to contract sequentially. High debt level is a headwind.(You can read the full research report on Broadcom here >>>)Shares of Exxon Mobil have outperformed the Zacks Oil and Gas - Integrated - International industry over the past year (+10.3% vs. +9%). The company is advancing key oil projects in the Permian Basin and the Stabroek Block offshore Guyana, boosting production and efficiency. Exxon Mobil is also expanding into cleaner energy, with a major low-carbon hydrogen plant in Texas and progress in advanced plastic recycling plants. The company’s low debt exposure positions it to navigate market cycles with ease. XOM reported better-than-expected third-quarter earnings driven by higher oil equivalent production volumes and higher natural gas prices.  However, its upstream business is highly vulnerable to commodity price volatility. ExxonMobil plans to scale back capital spending, particularly in emerging low-carbon ventures, citing early-stage market uncertainty. It also flagged risks to its Baytown hydrogen project, which depends on U.S. tax incentives and the presence of a sustainable market.(You can read the full research report on Exxon Mobil here >>>)Johnson & Johnson’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past year (+41.7% vs. +8.6%). The company’s Innovative Medicine unit is showing a growth trend, driven by key products like Darzalex, Tremfya and Erleada and continued uptake of new launches, like Spravato, Carvykti, and Tecvayli. The MedTech segment showed improved operational growth across several key businesses like Cardiovascular, and Surgery in the past two quarters. J&J expects sales growth in both segments to be higher in 2026. J&J has also rapidly advanced its pipeline this year that will help drive growth through the back half of the decade. However, the Stelara patent cliff, the impact of Part D redesign and MedTech China issues are significant headwinds in 2025. The uncertainty around the unresolved legal issues lingers.(You can read the full research report on Johnson & Johnson here >>>)Shares of Investors Title have underperformed the Zacks Insurance - Property and Casualty industry over the past year (-5.6% vs. +5.9%). This microcap company with market capitalization of $456.83 million is facing persistently high agent commissions, reduced investment gains, §1031 exchange risks, and growing post-retirement liabilities pose constraints. The stock trades at a discount to peers (EV/sales of 1.26X vs. 2.37X industry). Nevertheless, Investors Title presents a compelling investment case with strong operating leverage and disciplined capital management. For the first nine months of 2025, net income rose 21.8% YoY to $27.7 million, with EPS climbing to $14.59, driven by margin expansion and tight cost control. Q3’s 16.7% after-tax margin underscores improved profitability. Revenues rose 8.3% to $203.2 million, led by growth in title premiums and a 26.6% surge in non-title services, enhancing diversification. A special dividend of $8.72/share and consistent quarterly payouts highlight robust liquidity and shareholder alignment. Strategic acquisitions bolster direct operations and geographic reach.(You can read the full research report on Investors Title here >>>)Friedman Industries’ shares have outperformed the Zacks Metal Products - Procurement and Fabrication industry over the past year (+14.8% vs. +13.9%). This microcap company with market capitalization of $130.65 million is expanding scale and geographic reach through the Century Metals buyout, adding higher-value processing and access to Florida and Latin American markets. The Sinton facility is now its most profitable asset, driving strong flat-roll volume and pricing power. Tubular has returned to profit and adds diversification, but remains structurally low-scale and cost-sensitive. Flat-roll is scaling with pricing power and diverse end markets, yet margins stay volatile with HRC declines. While acquisitive growth, strong liquidity and disciplined SG&A support long-term leverage, risks include elevated inventory tied to HRC prices, weaker hedge protection, higher ABL-driven leverage and limited operating leverage. Valuation suggests investors are pricing in significant cyclicality and execution risk, offering upside if integration succeeds and margins normalize.(You can read the full research report on Friedman Industries here >>>)Other noteworthy reports we are featuring today include Synchrony Financial (SYF), Trimble Inc. (TRMB) and Aptiv PLC (APTV). 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 ReadStrong Demand for Networking Products Aids Broadcom (AVGO)ExxonMobil (XOM) Bets On Rising Permian and Guyana Output VolumesJNJ's Innovative Medicine Strong, MedTech ImprovesFeatured ReportsSynchrony's (SYF) Strategic Buyouts and Collaborations AidPer the Zacks analyst, Synchrony's acquisitions will boost its digital capabilities while partnerships grow addressable market size. However, escalating expenses remain a concern.Robust AECO and Field Systems Growth Aids Trimble (TRMB) ProspectsPer the Zacks Analyst, Trimble is benefiting from strong growth in its recurring revenue streams, particularly in its AECO and Field Systems segments.Momentum in Sensing Solutions Drives Sensata (ST) Amid Macro SwingsPer the Zacks analyst, Sensata's Sensing Solutions unit is driven by industrials, aerospace and A2L gas leak detection sensing products. Macroeconomic uncertainty and evolving trade policies hurt.Expanding Customer Base and Steady Investment Aid Spire (SR)Per the Zacks analyst, Spire is set to benefit from systematic investments to upgrade its infrastructure and demand from rising natural gas customer base will boost its performance.Expansion Efforts, Strategic Investments to Aid OUTFRONT Media (OUT)Per the Zacks Analyst, efforts to expand the out-of-home advertising platform and strategic investments in its digital billboard portfolio to aid OUT. However, high competition may hurt pricing power.PVH Corp's (PVH) Brand Management and Other Strategies Bode WellPer the Zacks analyst, PVH Corp's diversified brand portfolio allows it to stay ahead of peers, sustaining its position amid a challenging environment. Its PVH Plan is also encouraging.SolarEdge Technologies Benefits From Global Reach Amid Tariff RisksPer the Zacks analyst, SolarEdge Technologies is likely to benefit from its expanding global presence, though rising U.S. import tariffs continue to create uncertainty for international operations.New UpgradesAptiv (APTV) Benefits From Hohle and Wind River AcquisitionPer the Zacks analyst, the Hohle Ltd acquisition has boosted Aptiv's Signal and Power Solutions segment. Wind River has expanded the company's position in the automotive software solutions market.Macy's (M) Pursues Bold New Chapter to Accelerate Long-Term GrowthPer the Zacks analyst, Macy's Bold New Chapter strategy is gaining traction, with brand elevation, luxury expansion, and operational modernization supporting sustained profitability.Strength in Animal Health, Favorable Solvency Aids Phibro (PAHC)The Zacks analyst is impressed with the solid momentum in Phibro's Animal Health business, led by the newly integrated Zoetis' MFA portfolio. Ample cash reserves over debt is another advantage.New DowngradesIncreasing Costs and Forex Woes to Hurt Ingersoll Rand (IR)Per the Zacks analyst, Ingersoll Rand's operational efficiencies are being dampened by a rise in cost of sales due to high cost of raw materials. Also, foreign currency headwinds are concerning.Expansion Strategies Aid Federated (FHI), High Costs AilPer the Zacks Analyst, the focus on acquiring money market assets will drive Federated's revenues and asset under management (AUM). Yet, rising expenses remain a concern.Weak Housing Market and High Costs Hurt UFP Industries (UFPI) ProspectPer the Zacks analyst, weak residential construction, leading to volume declines, is marring UFP Industries' growth. Besides, high costs and trade uncertainties are additional headwinds.Zacks Naming Top 10 Stocks for 2026Want to be tipped off early to our 10 top picks for the entirety of 2026? History suggests their performance could be sensational.From 2012 (when our Director of Research Sheraz Mian assumed responsibility for the portfolio) through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Now Sheraz is combing through 4,400 companies to handpick the best 10 tickers to buy and hold in 2026. Don’t miss your chance to get in on these stocks when they’re released on January 5. Be First to New Top 10 Stocks >>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 Johnson & Johnson (JNJ): Free Stock Analysis Report Exxon Mobil Corporation (XOM): Free Stock Analysis Report Trimble Inc. (TRMB): Free Stock Analysis Report Broadcom Inc. (AVGO): Free Stock Analysis Report Synchrony Financial (SYF): Free Stock Analysis Report Investors Title Company (ITIC): Free Stock Analysis Report Aptiv PLC (APTV): Free Stock Analysis Report Friedman Industries Inc. (FRD): 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