Stock Research Reports For Amazon, Boeing & MasterCard
Zacks Investment Research | Sep 28, 2016 01:08AM ET
Wednesday, September 28, 2016
Today's Research Daily features new research reports on 16 major stocks, including Amazon (NASDAQ:AMZN), MasterCard (MA) and Boeing (NYSE:BA).
Shares of Buy rated Amazon have been strong performers lately (they are up more than 18% year-to-date), with analysts steadily raising estimates for this year and next. The analyst likes the manner in which Amazon is driving value across all its businesses despite the super-competitive nature of the retail business. With a number of major brick-and-mortar operators like Wal-Mart (NYSE:WMT) and others making concerted efforts in the online arena, Amazon has been able to capitalize on the secular growth in ecommerce with the help of not only choice and convenience but also prices. The company has a solid loyalty system in Prime and its FBA strategy, and content addition continues to add selection to Prime memberships. Devices and IoT is also a potential growth area. (You can )
MasterCard shares have struggled lately (they are up about 4% year-to-date), likely reflecting greater competition from new digital payment platforms. But estimates for this buy-rated stock are steadily going up on the back of management's product-diversification and geographic-expansion initiatives. The recently announced buyout of VocaLink will further strengthen its electronic payment capabilities. Increased cross-border volumes, improved pricing, growth of processed transactions and vast global business continue to drive growth. The partnership with PayPal will give MasterCard higher prominence in online transactions, by funneling more transactions through its network. (You can >>)
Boeing shares have been laggards lately (down more than 9% year-to-date) on concerns about demand outlook from the commercial aviation space given ongoing global macroeconomic headwinds. The Zacks analyst discounts these worries and point to the company's long-term opportunity in China and other emerging markets. Management's recent estimate of the China opportunity at $1.03 trillion over the next 20 years reflects this potential. The recent order from Saudi Arabian Airlines and improved outlook for the U.S. defense budget are some of the other positives in the Boeing story. (You can )
Other noteworthy reports we are featuring today include Deutsche Bank (DE:DBKGn) (DB), Abbvie (ABBV), and TiVo (NASDAQ:TIVO).
You can find all of today's stock research reports >>
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Today's Must Read/h6
Featured Reports/h6
The Zacks analyst thinks Deutsche Bank's strategic moves should ease revenue pressure to some extent. Yet, the proposed $14-billion settlement with the U.S. Justice Department remains a big hurdle.
The covering analyst believes that the LitePoint acquisition has expanded Teradyne's presence in the fast-growing wireless testing market, with solutions for next generation wireless networking.
The Zacks analyst thinks Abbvie's RA drug Humira has been performing well, while Imbruiva and Viekira provide support.
The Zacks analyst is impressed with General Dynamics' recent contract wins like the $105 million worth submarine deal. Also its strong product line buoys optimism.
The Zacks analyst appreciates the attractive dividend payment Phillips 66 has been paying over the last few years.
The Zacks analyst thinks BNY Mellon's growth prospects look promising given its strategic acquisitions and strong global reach.
The covering analyst thinks higher healthcare spending and the Obamacare ruling is helping the company.
The Zacks analyst thinks Deutsche Bank's strategic moves should ease revenue pressure to some extent. Yet, the proposed $14-billion settlement with the U.S. Justice Department remains a big hurdle.
The covering analyst believes that the LitePoint acquisition has expanded Teradyne's presence in the fast-growing wireless testing market, with solutions for next generation wireless networking.
The Zacks analyst thinks Abbvie's RA drug Humira has been performing well, while Imbruiva and Viekira provide support.
The Zacks analyst is impressed with General Dynamics' recent contract wins like the $105 million worth submarine deal. Also its strong product line buoys optimism.
The Zacks analyst appreciates the attractive dividend payment Phillips 66 has been paying over the last few years.
The Zacks analyst thinks BNY Mellon's growth prospects look promising given its strategic acquisitions and strong global reach.
The covering analyst thinks higher healthcare spending and the Obamacare ruling is helping the company.
New Upgrades/h6
The Zacks analyst believes that the investment of wireless carriers in FCC's 600 Mhz incentive spectrum for deploying 5G network will help American Tower.
The covering analyst thinks Barrick's deal to digitalize its mines, its cost cutting and debt lowering initiatives and ample expansion opportunities will help the company grow faster.
According to the Zacks analyst, robust momentum in PS4 hardware & software will continue driving Sony's top line. Diligent restructuring & cost-cutting initiatives are boosting its key financials.
The Zacks analyst believes that the investment of wireless carriers in FCC's 600 Mhz incentive spectrum for deploying 5G network will help American Tower.
The covering analyst thinks Barrick's deal to digitalize its mines, its cost cutting and debt lowering initiatives and ample expansion opportunities will help the company grow faster.
According to the Zacks analyst, robust momentum in PS4 hardware & software will continue driving Sony's top line. Diligent restructuring & cost-cutting initiatives are boosting its key financials.
New Downgrades/h6
The Zacks analyst believes that Chubb's exposure to losses from natural disasters will affect its underwriting results while low interest rates have been a drag on investment results.
Though positive on the company's expansion initiatives, the covering analyst expects lower fuel surcharges and foreign exchange related headwinds to hurt results in the near term.
The Zacks analyst is cautious on TiVo's near-term prospects. After its merger with Rovi, it has neither shed light on the integration process nor has it provided any insight into revenues or earnings.
The Zacks analyst believes that Chubb's exposure to losses from natural disasters will affect its underwriting results while low interest rates have been a drag on investment results.
Though positive on the company's expansion initiatives, the covering analyst expects lower fuel surcharges and foreign exchange related headwinds to hurt results in the near term.
The Zacks analyst is cautious on TiVo's near-term prospects. After its merger with Rovi, it has neither shed light on the integration process nor has it provided any insight into revenues or earnings.
Zacks Investment Research
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