The Zacks Analyst Blog Highlights Mastercard, SAP, Texas Instruments, Bristol-Myers Squibb and AT&T
For Immediate Release
Chicago, IL – September 13, 2023 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Mastercard Incorporated MA, SAP SE SAP, Texas Instruments Incorporated TXN, Bristol-Myers Squibb Company BMY and AT&T Inc. T.
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for Mastercard, SAP and Texas Instruments
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 Mastercard Incorporated, SAP SE and Texas Instruments Incorporated. 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 >>>
Mastercard shares have outperformed the Zacks Financial Transaction Services industry over the year-to-date period (+20.4% vs. +16.3%). The company’s numerous acquisitions are helping to grow addressable markets and drive new revenue streams.
The COVID-19 crisis accelerated the adoption of digital and contactless solutions, providing an opportunity for MA's business to expedite its shift to the digital mode. It is well-poised to gain from steady cash-generating abilities. A strong capital position allows it to pursue acquisitions and prudently deploy capital via share buybacks and dividend payments.
However, steep operating expenses might stress margins. High rebates and incentives may weigh on net revenues. Its dividend yield is still lower than the industry average. As such, the stock warrants a cautious stance.
(You can read the full research report on Mastercard here >>>)
Shares of SAP have outperformed the Zacks Computer - Software industry over the past year (+64.1% vs. +38.9%). The company’s performance is benefiting from continued strength in its cloud business (especially the new Rise with SAP solution) across all regions. Momentum in SAP’s business technology platform particularly the S/4HANA solution along with opportunities presented by proliferation of generative AI bode well.
SAP’s restructuring plan is expected to align its go-to-market approach with its accelerated cloud transformation. Frequent product launches like Grow with SAP, and strategic acquisitions and collaborations are other tailwinds.
However, the company’s performance is affected by continued softness in the Software license and support business segment coupled with global macroeconomic weakness and geopolitical instability. Also, increasing research & development costs, and stiff competition in the cloud space are concerns.
(You can read the full research report on SAP here >>>)
Shares of Texas Instruments have gained +2.6% over the year-to-date period against the Zacks Semiconductor - General industry’s gain of +124.4%. The company is benefiting from solid momentum across its Embedded Processing segment. Growing demand for embedded technologies across the automotive and industrial markets is contributing well.
Additionally, continuous improvement in the automotive market is a tailwind. According to the Zacks analyst the company’s growing investments in new growth avenues and competitive advantages remain tailwinds. Further, its portfolio of long-lived products and efficient manufacturing strategies are other positives.
However, sluggishness in the Analog segment remains a concern. Further, weakening momentum across enterprise systems and communication equipment end-markets is a negative. Additionally, weak demand environment and imposition of new export regulations are headwinds.
(You can read the full research report on Texas Instruments here >>>)
Other noteworthy reports we are featuring today include Bristol-Myers Squibb Company and AT&T Inc.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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AT&T Inc. (T) : Free Stock Analysis Report
Texas Instruments Incorporated (TXN) : Free Stock Analysis Report
Mastercard Incorporated (MA) : Free Stock Analysis Report
Bristol Myers Squibb Company (BMY) : Free Stock Analysis Report
SAP SE (SAP) : Free Stock Analysis Report
