Wednesday, September 8, 2021
Zacks Research Daily features the best research results from our team of analysts. Today’s Research Daily features new research reports on 16 major stocks, including Berkshire Hathaway Inc. (BRK.B), SAP SE (SAP) and Equinix, Inc. (EQIX). These research reports were handpicked from the roughly 70 reports released by our team of analysts today.
You can see all today’s research reports here >>>
Actions of Berkshire Hathaway outperformed the insurance sector of Zacks – IARD over the cumulative period of the year (+ 20.1% versus + 17.5%). The Zacks analyst believes the company is poised to benefit from its insurance, manufacturing, service and retail businesses, disciplined capital management as well as acquisitions.
A strong cash position not only supports accretive corporate buyouts, but reflects its financial flexibility. Its non-insurance activities have performed better with increased revenues in recent years. Exposure to catastrophic losses is a major concern as it causes earnings volatility and weighs on Berkshire’s property and casualty underwriting results.
(You can read the full research report on Berkshire Hathaway here >>>)
SAP stocks have gained + 18.1% in the past six months against Zacks’ computer software industry gain of + 28.1%, however, its performance benefited from continued strength in its cloud business. Zacks analyst believes that SAP’s dominance in effective customer engagement, human capital management and interconnected commerce network supports its growth.
The company’s alliances with IBM, Microsoft and Verizon promote business prospects. Strong demand for e-commerce, digital supply chain, and other cloud platform solutions bodes well for the long term. It raised its outlook for 2021 thanks to its strong cloud business. The gradual adoption of software licenses and support offerings and increased investments to improve cloud-based offerings remain concerns, however.
(You can read the full research report on SAP here >>>)
Actions of Equinix have gained + 9% in the last three months against the industry gain Zacks REIT and Equity Trust of + 1%. Zacks analyst believes the company is well positioned to capitalize on its thriving data center business.
The company’s global data center portfolio is likely to experience high demand for interconnected data center spaces, driven by accelerating increasing demands from cloud or internet customers. Competition from operator-neutral data centers, the capital intensity of data center constructions, growing indebtedness, exchange rate fluctuations and the consolidation of the telecommunications sector are major obstacles for the company. ‘business.
(You can read the full Equinix research report here >>>)
Other noteworthy reports we present today include ABB Ltd (ABB), General Dynamics Corporation (DG) and Lululemon Athletica Inc. (LULU).
Note: Sheraz Mian heads the equity research department at Zacks and is a renowned expert on aggregate earnings. He is frequently cited in print and electronic media and publishes the weekly Income trends and Income overview reports. If you would like to receive an email notification every time Sheraz publishes a new article, please click here >>>
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General Dynamics Corporation (GD): Free Stock Analysis Report
Equinix, Inc. (EQIX): Free Stock Analysis Report
Berkshire Hathaway Inc. (BRK.B): Free Stock Analysis Report
SAP SE (SAP): Free Inventory Analysis Report
ABB Ltd (ABB): Free Stock Analysis Report
lululemon Athletica inc. (LULU): Free Stock Analysis Report
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.