CHICAGO, IL - September 22, 2022 - Zacks.com announces the list of stocks featured in the analyst blog. Each day, Zacks Equity Research analysts discuss the latest news and events affecting stocks and financial markets. Stocks recently blogged include: Microsoft Corp. MSFT, Danaher Corp. DHR, Raytheon Technologies Corp. RTX, Stryker Corporation SYK and Vale SA VALE.
Here are some highlights from Wednesday's analyst blog: Key reports on Microsoft, Danaher and Raytheon stocksZacks Research Daily offers the best research from our team of analysts. Today, Research Daily features new research reports on 16 major stocks, including Microsoft Corporation, Danaher Corp. and Raytheon Technologies Corp. These research reports have been selected from nearly 70 published today by our team of analysts.
You can view all current research reports here >>>
Microsoft shares have fallen 18.3% over the past year, while the Zacks computer software industry has fallen -25.6%, reflecting the dominance of its Azure cloud platform amid accelerating global digital transformation. However, the company's increased spending on Azure upgrades is likely to hurt margins amid stiff competition in Amazon's cloud space.
Teams user growth is accelerating due to the persistence of remote work and the overwhelming adoption of hybrid/flexible work models. Recovering advertising and job markets have boosted LinkedIn and search revenue. Strong uptake of new Xbox consoles is helping the performance of the gaming segment.
The company has seen a growing user base for its various applications, including Microsoft 365, Dynamics and Power Platform. Microsoft expects Surface revenue to grow in the low-teens, driven by strong demand for premium devices.
(You can read Microsoft's full research report here >>>)
Danaher shares are down -14.2% over the past year, while the Zacks Diversified Operations segment is down -26.5%. Danaher's diversified business structure allows the company to reduce exposure to one end market that is stronger than another. Danaher will also benefit from the Danaher Business System (DBS), health benefits for its shareholders, acquisition benefits and innovative products in the coming quarters.
The story continues
Danaher's strong base in life sciences, driven by healthy demand for bioprocess products, could boost sales in the coming quarters. The actions of the company to reward shareholders are pleasing.
(You can read Danaher's full research report here >>>)
Over the past year, shares of Raytheon Technologies outperformed Zacks Aerospace - Defense Equipment (+2.3% vs. -3.6%). The company continues to receive generous orders from the Pentagon for military defense products. A steady recovery in commercial air travel has recently boosted Raytheon's sales to commercial OEMs and the aftermarket.
The company made $80 million in additional acquisitions in the second quarter and is targeting $335 million in additional spending in 2022. Shares have solid solvency.
However, economic sanctions imposed by governments in response to Russia's invasion of Ukraine could hurt Raytheon. A comparative analysis of the 12-month P/B ratio paints a relatively bleak picture. Orders are falling due to OEMs delaying orders, which creates inventory risk.
(You can read the full Raytheon Technologies research report here >>>)
Other notable reports we feature today are Stryker Corporation and Vale SA
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