Top Stock Reports for Alphabet, AbbVie & Walt Disney

Tuesday, July 1, 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 Alphabet Inc. (GOOGL), AbbVie Inc. (ABBV) and The Walt Disney Co. (DIS). 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 and attempts 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 >>> Plenty of Data to Start 2nd Half of 2025Today's Featured Research ReportsShares of Alphabet have underperformed the Zacks Internet - Services industry over the year-to-date period (-7.7% vs. -4.4%). The company’s increasing litigation issues are a concern. Intensifying competition from Microsoft and Amazon in cloud computing is a headwind. Nevertheless, Alphabet is riding on strong cloud and search growth. Google Cloud is benefiting from accelerated growth across AI infrastructure, enterprise AI platform Vertex and strong adoption of Generative AI solutions. The company expects capital expenditures in 2025 to be relatively higher than in 2024, aimed at building technical infrastructure, primarily for servers, followed by data centers and networking. Alphabet’s dominant position in the search engine market is a strong growth driver. In first-quarter 2025, GOOGL saw continued double-digit revenue growth in Search. Alphabet surpassed 270 million paid subscriptions with YouTube and Google One as key drivers. (You can read the full research report on Alphabet here >>>)AbbVie’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (+6.2% vs. -0.6%). The company has successfully navigated Humira's loss of exclusivity (LOE) by launching two other successful new immunology medicines, Skyrizi and Rinvoq, which are performing extremely well -- bolstered by approvals in new indications and should support top-line growth in the next few years. AbbVie has several early/mid-stage candidates that have the potential to drive long-term growth. It expects to return to robust revenue growth in 2025, which is just the second year following the U.S. Humira LOE. AbbVie has been on an acquisition spree, mainly in its core space of immunology. However, the company faces several near-term headwinds like Humira LOE impact, increasing competitive pressure on Imbruvica and slowing sales of its aesthetics franchise.(You can read the full research report on AbbVie here >>>)Shares of Walt Disney have gained +11.5% over the year-to-date period against the Zacks Media Conglomerates industry’s gain of +14.7%. The company is benefiting from strength in Domestic Parks & Experiences revenues driven by growth at domestic parks, Disney Vacation Club and Disney Cruise Line, partially offset by decline at international locations including Shanghai Disney Resort and Hong Kong Disneyland Resort. In Entertainment, DIS expects double-digit segment operating income growth in fiscal 2025. The Zacks analyst expects fiscal 2025 net sales to increase 3.7% from fiscal 2024. However, Disney+’s profitability is expected to be hurt by higher investments in content, which will also increase programming and production costs in the Entertainment segment. For fiscal Q3, Disney expects a modest increase in its Disney+ subscriber base on a sequential basis. Disney's declining ad revenues is an overhang. The company's leveraged balance sheet remains a concern.(You can read the full research report on Walt Disney here >>>)Other noteworthy reports we are featuring today include Humana Inc. (HUM), Essex Property Trust, Inc. (ESS) and BJ's Wholesale Club Holdings, Inc. (BJ).Mark VickerySenor 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 ReadAlphabet (GOOGL) Benefits From Cloud & Search InitiativesAbbVie's (ABBV) Skyrizi, Rinvoq Key to Top-Line GrowthDisney (DIS) Banks on Disney+, Theme Parks Business GrowthFeatured ReportsRenter Unit Demand Aids Essex Property (ESS) Amid High DebtPer the Zacks Analyst, ESS is likely to gain from a sturdy property base in the West Coast market with favorable demand drivers and technology initiatives. Yet, a high debt burden is a concern.Digitization Holds Key to BJ's Wholesale (BJ) Sales GrowthPer the Zacks analyst, BJ's Wholesale Club has been investing in enhancing digital capabilities to better engage with members. Digitally-enabled sales rose 35% in the first quarter of fiscal 2025.Robust Public Spending Aids AECOM (ACM), Macro Risks HurtPer the Zacks analyst, AECOM is gaining from robust public infrastructure spending and its focus on high-margin markets. However, ongoing macro risks and lingering inflation restrict growth.HealthEquity (HQY) Gains on HSA Growth Amid Macro ChallengesPer the Zacks Analyst, HealthEquity's HSA-driven momentum and strong solvency position support its growth, though regulatory hurdles, competition, and data security concerns remain key risks.InterDigital (IDCC) Rides on Healthy Demand, Portfolio StrengthPer the Zacks analyst, strong licensing momentum in the smartphone business will likely drive InterDigital's top line. A strong focus on innovation is a positive.Rising Loans & Deposits Aid Flagstar (FLG), High Costs AilPer the Zacks analyst, Flagstar's strong balance sheet position, driven by rising loans and deposits balances, will likely support its financials. Yet, escalating costs remain a concern.Northern Oil and Gas (NOG) Benefits from Non-Operated ModelThe Zacks analyst notes that Northern Oil and Gas' non-operated business model allows it to optimize investments ensuring efficient capital deployment, but oil price volatility remains a key risk.New UpgradesHumana (HUM) Rides on Solid Medicare Business, Balance SheetPer the Zacks analyst, Humana's Medicare Advantage business remains a driving factor for its top line. Also, its strong balance sheet enables business investments that drive long-term growth.Verona Pharma's Ohtuvayre Launch Powers Breakout GrowthPer the Zacks analyst, VRNA's differentiated COPD drug, Ohtuvayre, is expected to drive significant growth for the company in the upcoming quarters.Clean Assets, North America Focus Aid Clearway Energy (CWEN)Per the Zacks analyst Clearway Energy is expected to gain from its expanding modern clean renewable projects and focus on North America, saves it from currency fluctuation and sovereign risks.New DowngradesSchneider (SNDR) is Hurt by Lower Brokerage Revenues & VolumesThe Zacks Analyst is worried about the fact that lower Network volumes and lower brokerage revenue per order hurt Schneider's top line.Raw Material Shortage & Logistics Concerns Ail Ashland (ASH)Per the Zacks Analyst, supply-demand issues in the intermediates market, rising freight costs, and raw material shortages will continue to weigh on the company's results.tAvnet (AVT) Hurt by Declining Demand, High Inventory LevelsPer the Zacks analyst, softened demand in a tight IT spending environment, along with high inventory levels at customers, is likely to hurt Avnet's financial performance in the near term.Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.See 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 The Walt Disney Company (DIS): Free Stock Analysis Report AbbVie Inc. (ABBV): Free Stock Analysis Report Alphabet Inc. (GOOGL): 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