Top Stock Reports for Broadcom, Philip Morris & Novo Nordisk

Wednesday, August 13, 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), Philip Morris International Inc. (PM) and Novo Nordisk A/S (NVO). 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 Up on Rate-Cut ExcitementToday's Featured Research ReportsBroadcom’s shares have outperformed the Zacks Electronics - Semiconductors industry over the year-to-date period (+35.7% vs. +23.7%). 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 third-quarter fiscal 2025 AI revenues to jump 60% year over year to $5.1 billion. The acquisition of VMware has benefited Infrastructure software solutions. As of the fiscal second quarter, roughly 87% of Broadcom’s largest 10,000 customers have adopted VMware Cloud Foundation. However, gross margin in the fiscal third quarter is expected to contract sequentially due to unfavorable revenues and product mix. High debt level is a headwind.(You can read the full research report on Broadcom here >>>)Shares of Philip Morris have gained +42.3% over the year-to-date period against the Zacks Tobacco industry’s gain of +45.8%. The company has been benefiting from strong pricing power and an expanding smoke-free portfolio. In the second quarter of 2025, Philip Morris' net revenues increased 7.1% year over year, driven by higher combustible tobacco pricing and increased smoke-free product volumes. Philip Morris has been making significant progress with its smoke-free transition, with products like IQOS and ZYN contributing to strong performance. Philip Morris has implemented significant cost-saving measures and strategic initiatives to achieve its long-term financial goals. For 2025, adjusted earnings per share (EPS) are likely to be $7.43-$7.56, indicating a 13-15% year-over-year increase. However, Philip Morris faces premium valuation, currency volatility pressures and stringent global tobacco regulations impacting traditional product demand.(You can read the full research report on Philip Morris here >>>)Novo Nordisk’s shares have underperformed the Zacks Large Cap Pharmaceuticals industry over the past year (-62.5% vs. -22%). The company’s recent guidance cut for sales and operating profit growth, primarily due to lower Wegovy sales in the presence of knockoff GLP-1 versions, is a massive setback. Intense rivalry in the obesity sector also threatens its market share. Patent expiry and pricing pressure across the diabetes market remain a worry. Nevertheless, Novo Nordisk’s Q2 earnings beat estimates, while sales missed. Ozempic and Rybelsus for diabetes and Wegovy for obesity are the main top-line contributors. It has been tackling the supply constraints of Wegovy by making serious investments to ramp up production. An oral formulation of Wegovy is currently under review by the FDA for obesity, and a higher dose of the injection is under review in the EU. Novo Nordisk is also pursuing other indications, like liver fibrosis and MASH for semaglutide. (You can read the full research report on Nordisk here >>>)Other noteworthy reports we are featuring today include Sony Group Corp. (SONY), HCA Healthcare, Inc. (HCA) and Cummins Inc. (CMI).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)Philip Morris (PM) Benefits from Strong Smoke-free RevenuesNVO Growth Fueled by GLP-1 Drugs, Recent Market Turmoil a WoeFeatured ReportsStrength in Music & G&NS Segments Aids SONY Amid Forex WoesPer the Zacks analyst, solid demand in the Game & Network Services and Music units is driving Sony's performance. FX volatility and the potential imposition of additional U.S. tariffs pose headwinds. Improving Top Line, Acquisitions Aid HCA Healthcare (HCA)Per the Zacks analyst, its growing revenues driven by increasing admissions have led to significant growth. Strategic acquisitions have helped it expand and remains a driving factor.Cummins (CMI) Benefits from Strength in Power Systems UnitCummins' Power Systems segment growth, driven by rising demand from data centers and mission-critical applications, is offsetting North America truck market softness, per the Zacks analyst.Dividends & Buybacks Aid Expeditors (EXPD), Tariff woes AilThe Zacks analyst likes the company's efforts to reward its shareholders. The ongoing trade crisis with China represents a major headwind, as EXPD has substantial Chinese exposure.Cologuard Momentum Aids Exact Sciences (EXAS) Amid Cost WoesThe Zacks analyst is impressed with Exact Sciences' solid Cologuard growth, driven by accelerated rescreens, care gap programs, and stronger commercial execution. Yet, rising costs are a concern.Stable Investment and Customer Addition Aid UGI (UGI)Per the Zacks analyst UGI's systematic investment to strengthen its existing infrastructure will allow it to serve demand from expanding customer base and boost its earnings.Strong Compression Fleet Utilization to Aid Archrock (AROC)Archrock's high fleet utilization indicates strong demand for its natural gas compression services, driving revenue growth. However, heavy reliance on the Permian Basin concerns the Zacks analyst.New UpgradesAstera Labs (ALAB) Rides on Strong Aries and Scorpio DemandPer the Zacks analyst, Astera Labs is benefiting from strong demand for Aries and Scorpio product families.F5 (FFIV) Rides on Firm Growth in its Software BusinessPer the Zacks analyst, F5 is benefiting from strong growth in software, driven by security offerings, such as web application firewall, bot defense and mitigation products.Ralph Lauren's (RL) Digital Business Investments Bolster SalesPer the Zacks analyst, Ralph Lauren's digital strength is a key driver of its growth strategy, enabling the brand to deepen engagement and expand its reach globally. Global DTC comps rose 13% in Q1.New DowngradesTariff Challenges Hurt Advanced Energy (AEIS) ProspectsPer the Zacks Analyst, Advanced Energy suffers from slowing demand in China and tariff challengesSolid AUM to Support Invesco (IVZ), Volatile Net InflowsPer the Zacks analyst, expansion plans, global presence, diverse offerings and robust AUM will likely aid Invesco's financials. However, fluctuating net flows amid and huge intangible assets are woes.Clinical Role Demand Aids American Public (APEI), Costs HurtPer the Zacks analyst, American Public's growth is gaining from growing demand for healthcare professionals and diversified program offerings. However, high costs and macro risks are concerning.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>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 Novo Nordisk A/S (NVO): Free Stock Analysis Report Philip Morris International Inc. (PM): Free Stock Analysis Report Cummins Inc. (CMI): Free Stock Analysis Report Broadcom Inc. (AVGO): Free Stock Analysis Report HCA Healthcare, Inc. (HCA): Free Stock Analysis Report Sony Corporation (SONY): 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