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Tuesday, March 25, 2025
The 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 Microsoft Corp. (MSFT), NVIDIA Corp. (NVDA) and Alphabet Inc. (GOOGL), as well as a micro-cap stock Cooper-Standard Holdings Inc. (CPS). 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 Street
The 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 >>> Pre-Markets Swing Back into Green
Today's Featured Research Reports
Shares of Microsoft have underperformed the Zacks Computer - Software industry over the past year (-6.1% vs. -2.4%). The company's Microsoft Office is facing declining commercial licensing due to the continued customer shift to cloud offerings is an overhang. Higher operating expenses and spending on Azure amid stiff competition in the cloud space from Google Cloud and Amazon Web Services remain concerns.
Nevertheless, Microsoft is benefiting from steady growth in its AI business and Copilot adoption amid decelerating growth in its Azure cloud infrastructure unit. Productivity and Business Processes revenues continue to rise due to strong adoption of Office 365 Commercial solutions. ARPU growth is driven by E5 as well as M365 Copilot.
Intelligent Cloud revenues are gaining from growth in Azure AI services and a rise in AI Copilot business. Non-AI growth trends are experiencing sluggishness due to go-to-market execution challenges. The Zacks analyst expect fiscal 2025 net sales to grow 12.7% from fiscal 2024.
(You can read the full research report on Microsoft here >>>)
NVIDIA's shares have outperformed...