Top Stock Reports for NVIDIA, Roche & Lam Research

Thursday, October 16, 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 NVIDIA Corp. (NVDA), Roche Holding AG (RHHBY) and Lam Research Corp. (LRCX), as well as two micro-cap stocks Tredegar Corp. (TG) and Kewaunee Scientific Corp. (KEQU). 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 Continue to Rise - Q3 Earnings & Philly FedToday's Featured Research ReportsNVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the year-to-date period (+33.9% vs. +33%). The company is benefiting from the strong growth of artificial intelligence (AI) and high-performance accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues. The continued ramp-up of Ada RTX GPU workstations in the ProViz end market, following the normalization of channel inventory, is acting as a tailwind. Collaborations with more than 320 automakers and tier-one suppliers are likely to advance its presence in the autonomous vehicle space.The Zacks analyst expects NVIDIA’s revenues to witness a CAGR of 31% through fiscal 2026-2028. However, a limited supply of Blackwell GPUs may hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins.(You can read the full research report on NVIDIA here >>>)Shares of Roche have outperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (+30.1% vs. +7.9%). The company’s performance has been good, as high demand for key drugs has offset the decline in sales of legacy drugs. Multiple sclerosis drug Ocrevus and ophthalmology drug Vabysmo continued their stellar performances. Growth in hemophilia treatment Hemlibra and breast cancer drug Phesgo also boosted the top line.Roche is also looking to diversify its portfolio through acquisitions and collaborations in the wake of declining sales from legacy drugs (Avastin, Herceptin, MabThera and Actemra) due to competition from biosimilars. The collaboration with Zealand Pharma for its obesity candidate should expand its pipeline.  However, pipeline setbacks weigh on the stock. The performance of the Diagnostic division has been disappointing. Roche also made a late entry into the lucrative obesity space.(You can read the full research report on Roche here >>>)Lam Research’s shares have outperformed the Zacks Electronics - Semiconductors industry over the year-to-date period (+101.9% vs. +41.9%). The company is riding on its strength across 3D DRAM and advanced packaging technologies. Growing etch and deposition intensity owing to increasing technology inflections in 3D architectures is a plus. A rebound in the System business due to improving memory spending is an upside. Strategic investments in research and development activities position it well to capitalize on the growing wafer fab equipment (WFE) spending. Foundry/logic, DRAM and NAND investments are expected to be higher year over year. Solid demand related to high-bandwidth memory is a plus. However, global spending on mature nodes is likely to remain soft in the near term. Growing trade and tariff tensions between the United States and China are a concern. Customer concentration risks and margin pressures from rising R&D investments are other headwinds.(You can read the full research report on Lam Research here >>>)Shares of Tredegar have underperformed the Zacks Chemical - Plastic industry over the year-to-date period (-1.3% vs. +76.5%). This microcap company with a market capitalization of $264.49 million has seen persistent cash burn, rising debt, and ongoing restructuring costs highlight financial strain. Weak demand in core markets and rising interest expenses raise further concern. Shares remain underwhelming, down 1.3% YTD vs. 76.5% for the sub-industry. Trading at a steep discount (0.4x EV/sales vs. 4.4x sub-industry), the stock appears fairly valued given liquidity concerns and uneven earnings. Nevertheless, Tredegar’s strategic divestiture of its Brazil film unit sharpens its focus on higher-margin U.S. operations, reducing exposure to inflationary and currency risks. Improved performance in Aluminum Extrusions — driven by pricing gains, plant consolidation, and automotive/solar demand — supports margin recovery despite construction market weakness. Broad end-market exposure adds resilience, while Surface Protection stands to benefit from a U.S. electronics rebound. (You can read the full research report on Tredegar here >>>)Kewaunee Scientific’s shares have outperformed the Zacks Instruments - Scientific industry over the past year (+31.7% vs. -39.8%). This microcap company with a market capitalization of $120.96 million has integrated with Nu Aire that has reinforced its U.S. market leadership through expanded product offerings, improved operational efficiency, and profitable growth. A record order backlog underpins revenue visibility and margin expansion, supported by strong execution on long-cycle contracts. Operational leverage and disciplined cost management continue to enhance profitability, reflecting benefits from manufacturing scale and product mix optimization. Diversification across industries and geographies mitigates cyclical risk while extending the company’s growth runway in global laboratory infrastructure markets. A strengthened balance sheet, prudent capital allocation, and steady cash generation provide financial flexibility to pursue reinvestment, selective acquisitions, and shareholder returns, positioning Kewaunee for sustainable long-term value creation.(You can read the full research report on Kewaunee Scientific here >>>)Other noteworthy reports we are featuring today include Kinross Gold Corp. (KGC), Ciena Corp. (CIEN) and Edison International (EIX).Mark VickerySenior Editor Note: 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 ReadNVIDIA's (NVDA) Data Center Biz Gains From Growing Adoption of GPUsVabysmo, Phesgo Fuel Roche (RHHBY), Pipeline Setbacks a WoeLam Research (LRCX) Rides on 3D DRAM and Advanced Packaging Traction. Featured ReportsGrowth Projects Aid Kinross Gold (KGC) Amid Cost Woes Per the Zacks analyst, Kinross will benefit from the progress of its key development projects, which will boost production and cash flows. However, high production costs will weigh on its margins. Ciena (CIEN) Gains from Strong AI Demand and Record OrdersPer the Zacks analyst, Ciena is benefiting from surging artificial intelligence driven demand, with record orders and major wins in AI infrastructure and data center management. Investments & Renewable Energy Focus Aid Edison International (EIX)According to the Zacks analyst, Edison International aims to invest $26.6-$31.5 billion through 2028, which should further strengthen its operations and expand its renewable portfolio.Casey's (CASY) Inside Sales Momentum Highlights Operational EdgePer the Zacks analyst, Casey's robust inside sales growth and efficient operations drove Q1 success, with strategic initiatives paving the way for continued fiscal 2026 gains.Scalable Chiplet Design Aids Rigetti (RGTI) Amid Execution RisksPer the Zacks Analyst, Rigetti benefits from strong partnerships, proprietary tech, and a scalable roadmap, though execution risks and tough competition remain concerns.Solid Insurance in Force, Persistency Drive Radian (RDN)Per the Zacks analyst, Radian is poised to grow given solid persistency and rise in new mortgage insurance business driving insurance in force, declining delinquency and lower level of claims paid.Client-Centrism Aids CRA International (CRAI), Liquidity LowPer the Zacks analyst, CRA International's client-first strategy drives improved financial performance and bolsters market sentiment. Low liquidity is concerning.New UpgradesBusiness Initiatives & Funding Trends Aid Dycom's (DY) ProspectsPer the Zacks analyst, Dycom is gaining from robust digital infrastructure investments and fiber-to-the-home programs. Also, strategic acquisitions and a favorable funding environment bode well.AUM Growth & Capital Returns Aid Federated Hermes (FHI)Per the Zacks analyst, Federated Hermes' rising assets under management (AUM) driven by strategic deals support growth. Further, continued capital distributions enhance its long-term appeal.Strong Aerospace, MedTech Gains Aid 3D Systems (DDD) ProspectsPer the Zacks analyst, 3D Systems is benefitting from strong momentum in Aerospace and Defense, where revenues nearly doubled, and continued double-digit growth in its MedTech business.New DowngradesSuncor Energy (SU) Hurt by Lower Realized Oil PricesThe Zacks analyst believes that Suncor Energy's lower realized oil prices, despite high volumes, pressured its margins leading to reduction in profitability.ProPetro (PUMP) Revenue Pressured by Lower Fleet CountThe Zacks analyst believes that declining activity in the Permian Basin, where ProPetro has significant exposure, has weakened its pricing power and reduced sales.Owens Corning (OC) Struggles With Housing Weakness & High CostsPer the Zacks analyst, Owens Corning faces headwinds from soft residential trends, elevated restructuring costs and inflationary pressures.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>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 Roche Holding AG (RHHBY): Free Stock Analysis Report Edison International (EIX): Free Stock Analysis Report Ciena Corporation (CIEN): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Lam Research Corporation (LRCX): Free Stock Analysis Report Kinross Gold Corporation (KGC): Free Stock Analysis Report Tredegar Corporation (TG): Free Stock Analysis Report Kewaunee Scientific Corporation (KEQU): 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