Top Research Reports for Toyota Motor, AMD & Qualcomm

23.02.24 17:30 Uhr

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Friday, February 23, 2024The 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 Toyota Motor Corp. (TM), Advanced Micro Devices, Inc. (AMD) and Qualcomm Inc. (QCOM). 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 >>>Toyota Motor’s shares have outperformed the Zacks Automotive - Foreign industry over the past six months (+44.0% vs. +26.6%). The company’s robust lineup of trucks and sport utility vehicles are set to fuel Toyota’s sales volumes. Its electric vehicle (EV) push is a major tailwind.The Japanese auto giant aims to generate 40% of its global sales from EVs by 2025 and 70% by 2030. It aims to expand global sales of BEVs to 1.5 million units in 2026. Upbeat projections for profit and revenues for fiscal 2024 spark optimism.However, labor cost inflation is expected to continue to weigh on the company’s margins. High capex and R&D expenses for the development of electric and high-tech vehicles are likely to dent its near-term margins and cash flows. TM expects sales in Japan to decrease amid the suspension of shipments of Daihatsu. The stock warrants a cautious stance for now.(You can read the full research report on Toyota Motor here >>>)Shares of AMD have outperformed the Zacks Electronics - Semiconductors industry over the past six months (+78.6% vs. +61.0%). The company is benefiting from portfolio strength and an expanding partner base. In cloud, server CPU revenues increased year over year and sequentially as North American hyperscalers expanded fourth Gen EPYC Processor deployments to power their internal workloads and public instances.Amazon, Alibaba, Google, Microsoft and Oracle brought more than 55 AMD-powered AI, HPC and general-purpose cloud instances into preview or general availability in the reported quarter. Exiting 2023, AMD had more than 800 EPYC CPU-based public cloud instances available.AMD is benefiting from the strong adoption of EPYC CPUs for inferencing workloads for smaller models like Llama 7B, as well as the power head nodes in large training and inference clusters. AMD expects gross margin to expand in 2024. However, weakness in the Gaming and the Embedded businesses is a headwind.(You can read the full research report on AMD here >>>)Qualcomm’s shares have outperformed the Zacks Wireless Equipment industry over the past six months (+44.5% vs. +28.1%). The company reported relatively healthy first-quarter fiscal 2024 results, with the bottom and top lines beating the respective Zacks Consensus Estimate.Qualcomm is likely to benefit from the multi-year Apple deal for 5G modems for iPhones and the launch of Snapdragon 7 Gen 3 chipsets with advanced AI features for mid-range smartphones. A solid momentum in IoT, healthy 5G traction and a diversified revenue stream are tailwinds. It is focusing on the seamless transition from a wireless communications firm for the mobile industry to a connected processor firm for the intelligent edge.However, soft market conditions in China have resulted in lower-than-expected demand and elevated inventory levels. Weakness in the smartphone industry and cautious client approach are weighing on margins. Rising geopolitical conflicts and high debt burden are other headwinds.(You can read the full research report on QUALCOMM here >>>)Other noteworthy reports we are featuring today include Analog Devices, Inc. (ADI), Synopsys, Inc. (SNPS) and CME Group Inc. (CME).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 ReadSolid Product Portfolio to Buoy Toyota (TM) Amid Debt WoesRobust Product Portfolio & Partnerships Aid AMD's ProspectsQualcomm (QCOM) Rides on 5G Traction, Portfolio StrengthFeatured ReportsWeakness in Communications Market Ails Analog Devices (ADI)Per the Zacks analyst, Analog Devices is suffering from sluggishness in communications end market due to borad-based inventory corrections.Synopsys (SNPS) Banks on Strong Product Menu, Contract WinsPer the Zacks analyst, Synopsys' focus on strengthening its product portfolio is helping it cater to the growing demand in the EDA market. Deal wins at leading semiconductor companies is a tailwind.Improving Clearing and Transaction Fees Aid CME Group (CME)Per the Zacks analyst, CME is set to grow on higher clearing and transaction fees as market position, diverse derivative product lines and global reach drive volumes. However, escalating expense ails.Investment & Expanding Operation Aid American Water (AWK)Per the Zacks analyst American Water's planned long-term investment to strengthen infrastructure and expanding operation through acquisition and organic means are going to drive its performance.Buyouts Aid Fifth Third's (FITB) Top Line, High Costs AilPer the Zacks analyst, strategic acquisitions diversify Fifth Third's revenue sources, thereby supporting its top-line growth. However, an elevated expense base will likely affect its bottom line.Bruker (BRKR) Rides on Innovative Products, FX Woes WorryThe Zacks Analyst is impressed with Bruker achieving robust organic growth through innovative, high-value solutions and ongoing portfolio transformation. Yet, adverse FX Impacts pose a concern.Effective Innovations Aid Sally Beauty (SBH), High Costs AilPer the Zacks analyst, Sally Beauty is set to keep benefiting from focus on customer-centric innovations. However, rising selling, marketing and administrative expenses is a concern for the company.New UpgradesDigital Enhancement Moves Aid Builders FirstSource (BLDR)Per the Zacks analyst, Builders FirstSource is benefiting from digital enhancements, a strong value-added product portfolio along with cost synergies and strategic acquisitions.Copa Holdings (CPA) Thrives on Upbeat Air Travel DemandStrong air travel demand is driving Copa Holdings' top line. The Zacks analyst also finds the company's fleet modernization initiatives encouraging. Iridium's (IRDM) Performance Gains from Higher SubscribersPer the Zacks analyst, Iridium's performance is gaining from increasing subscribers. The company expects engineering and support revenue to benefit owing to the space development agency contractNew DowngradesOverdependence on Exparel Hurt Pacira's (PCRX) ProspectsPer the Zacks Analyst, Pacira is heavily dependent on Exparel sales for revenue as Zilretta is yet to gain traction in the market. A decline in Exparel sales will hurt the stock severely.W&T Offshore (WTI) Weighed Down by High Debt BurdenA consistently high debt burden can be a concern for W&T Offshore as it indicates a higher financial risk, thinks the Zacks analyst.Project Overruns, Oil Exposure to Weigh on Suncor (SU)The Zacks analyst believes that project overruns, like those experienced at Terra Nova, could indicate operational risks. The vulnerability of Suncor's results to oil prices is also a negative.Just Released: Zacks Top 10 Stocks for 2024Hurry – you can still get in early on our 10 top tickers for 2024. Hand-picked by Zacks Director of Research, Sheraz Mian, this portfolio has been stunningly and consistently successful. From inception in 2012 through November, 2023, the Zacks Top 10 Stocks gained +974.1%, nearly TRIPLING the S&P 500’s +340.1%. Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2024. You can still be among the first to see these just-released stocks with enormous potential.See 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 Analog Devices, Inc. (ADI): Free Stock Analysis Report QUALCOMM Incorporated (QCOM): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report CME Group Inc. (CME): Free Stock Analysis Report Toyota Motor Corporation (TM): Free Stock Analysis Report Synopsys, Inc. (SNPS): Free Stock Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Nachrichten zu AMD (Advanced Micro Devices) Inc.

Analysen zu AMD (Advanced Micro Devices) Inc.

DatumRatingAnalyst
27.02.2024AMD (Advanced Micro Devices) Market-PerformBernstein Research
31.01.2024AMD (Advanced Micro Devices) BuyUBS AG
02.11.2022AMD (Advanced Micro Devices) NeutralUBS AG
22.02.2022AMD (Advanced Micro Devices) OutperformBernstein Research
02.02.2022AMD (Advanced Micro Devices) OverweightBarclays Capital
DatumRatingAnalyst
31.01.2024AMD (Advanced Micro Devices) BuyUBS AG
22.02.2022AMD (Advanced Micro Devices) OutperformBernstein Research
02.02.2022AMD (Advanced Micro Devices) OverweightBarclays Capital
02.02.2022AMD (Advanced Micro Devices) Conviction Buy ListGoldman Sachs Group Inc.
12.08.2019AMD (Advanced Micro Devices) OutperformCowen and Company, LLC
DatumRatingAnalyst
27.02.2024AMD (Advanced Micro Devices) Market-PerformBernstein Research
02.11.2022AMD (Advanced Micro Devices) NeutralUBS AG
02.02.2022AMD (Advanced Micro Devices) NeutralJP Morgan Chase & Co.
01.08.2019AMD (Advanced Micro Devices) HoldThe Benchmark Company
31.07.2019AMD (Advanced Micro Devices) HoldCraig Hallum
DatumRatingAnalyst
18.07.2017AMD (Advanced Micro Devices) UnderweightBarclays Capital
07.07.2015AMD SellUBS AG
23.08.2012Advanced Micro Devices (AMD) underperformMacquarie Research
23.07.2012Advanced Micro Devices (AMD) underperformMacquarie Research
11.07.2012Advanced Micro Devices (AMD) sellGoldman Sachs Group Inc.

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