Zacks Research Daily has released its latest analyst reports, spotlighting 16 major stocks including Alphabet Inc. (GOOGL), Advanced Micro Devices, Inc. (AMD), and RTX Corp. (RTX).
Alphabet shares have outperformed the Zacks Internet – Services industry over the past year, gaining 67.3% compared to the industry’s 58.6% return.
The company’s AI-led product cycle continues to support growth across Search, Cloud and subscriptions, with AI features lifting query activity and improving ad relevance.
A larger backlog improves revenue visibility, and rising adoption of Gemini broadens the company’s reach across consumers, developers and enterprises.
Alphabet retains substantial liquidity to fund infrastructure and strategic investment, though heavier capital needs and higher debt create near-term free cash flow strain.
Advertising concentration leaves results exposed to budget shifts, while potential legal remedies and intense competition could alter long-term economics, supporting a Neutral rating.
AMD shares have outperformed the Zacks Computer – Integrated Systems industry over the past six months, rising 79.7% versus the industry’s 58.4% gain.
Data Center revenue grew 57% year over year in the first quarter of 2026, with second-quarter revenue guided higher as supply and customer ramps broaden.
Management continues to target scaling the data center AI business to tens of billions in annual revenue in 2027, supported by partners including AWS and Oracle.
Competition from NVIDIA and Intel remains intense, and higher memory and component costs are expected to curb second-half PC and gaming demand while pressuring gross margin as MI450 ramps.
RTX shares have outperformed the Zacks Aerospace – Defense industry over the past six months, advancing 11.2% against the industry’s decline of 2.3%.
The company’s second-quarter 2026 earnings and revenues beat estimates, supported by a steady recovery in commercial aerospace, strong defense orders and a robust backlog.
RTX ended the second quarter of 2026 with a backlog of $289 billion, reflecting strong bookings from the Pentagon and foreign allies.
Persistent supply-chain disruptions, aircraft engine availability issues, tariff-related uncertainty and expanded Russia-linked sanctions also pose risks to RTX’s operations, warranting a Neutral rating.
Today’s additional noteworthy reports feature United Rentals, Inc. (URI), Nasdaq, Inc. (NDAQ) and Ameriprise Financial, Inc. (AMP), with upgrades reflecting strong rental activity, accelerating non-trading revenue and record assets under management respectively.
