Top Stock Reports for Amazon.com, Walmart & Cisco Systems

Monday, June 9, 2025The 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 Amazon.com, Inc. (AMZN), Walmart Inc. (WMT) and Cisco Systems, Inc. (CSCO). 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 >>>Ahead of Wall StreetThe daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens and attempts to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.You can read today's AWS here >>> Pre-Markets Flat Ahead of CPI, PPI & Possible Trade DealsToday's Featured Research ReportsShares of Amazon.com have gained +14.3% over the past year against the Zacks Internet - Commerce industry’s gain of +19.8%. The company’s first-quarter results were driven by Prime and AWS momentum. Strengthening the AWS services portfolio and its growing adoption rate contributed well to AWS performance. Ultrafast delivery services and an expanding content portfolio were beneficial. Strengthening relationships with third-party sellers amounted to another positive. Robust advertising contributed well. Amazon’s expanding global presence, growing capabilities in grocery, pharmacy, healthcare and autonomous driving are key positives. Deepening focus on GenAI is a major plus. The Zacks analyst expects 2025 net sales to increase 6.9% from 2024.However, Amazon announced mixed guidance for the second quarter. High tariffs imposed by President Trump on goods imported from China have cast uncertainty on retailers such as Amazon. AMZN's free cash flow has decreased significantly.(You can read the full research report on Amazon.com here >>>)Walmart’s shares have outperformed the Zacks Retail - Supermarkets industry over the past year (+46.7% vs. +46.1%). The company benefits from the inherent strength of its highly diversified business model. Walmart's strong omnichannel strategy has boosted traffic at physical stores and digital platforms. The company’s focus on improving delivery services is successful, leading to steady grocery market share gains. Upsides like these, along with growth in newer ventures like advertising and membership, fueled first-quarter fiscal 2026 results where earnings and revenues increased year over year and e-commerce sales surged. Despite a strong start to the year, Walmart expects potential hurdles in the coming quarters. The company withheld its fiscal second-quarter earnings outlook, citing uncertainty related to tariffs and a highly fluid economic environment. These tariff costs, even at reduced levels, are expected to push prices higher in the near term.(You can read the full research report on Walmart here >>>)Shares of Cisco Systems have outperformed the Zacks Computer - Networking industry over the past year (+48% vs. +47.4%). The company’s business model has evolved with subscription revenues accounting for more than half of its total revenues. Increase in recurring revenue base bodes well for investors. The Splunk acquisition enhances its recurring revenue base. The buyout significantly expands Cisco’s portfolio of software-based solutions, contributing more than $4 billion in ARR and makes it one of the largest software companies in the world. The launch of AI-powered Hypershield, which combines security and networking, strengthened Cisco’s security portfolio. However, it has been suffering from sluggish networking sales, primarily due to lackluster demand from telecommunication and cable services providers, as well as stiff competition. Cisco’s prospects are further challenged in the AI-driven networking space due to stiffening competition.(You can read the full research report on Cisco Systems here >>>)Other noteworthy reports we are featuring today include Ecolab Inc. (ECL), American International Group, Inc. (AIG) and DTE Energy Company (DTE).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>Today's Must ReadPrime Momentum & Growing AWS Adoption Benefit Amazon (AMZN)Walmart (WMT) Benefits from Impressive E-Commerce OperationsCisco (CSCO) Benefits From Strong Security Products AdoptionFeatured ReportsInnovation Drives Ecolab (ECL) Amid Ongoing Macro ChallengesPer the Zacks Analyst, Ecolab's pricing actions and innovation pipeline is likely to drive growth. Yet, cost fluctuations and macro uncertainties may weigh on margins.AIG Benefits From Divestitures Amid High Combined RatioPer the Zacks Analyst, business streamlining by selling low returning units and focusing on high growth units boosts operational capacities. However, a deteriorating combined ratio remains a concern.Infrastructural Investments Aid DTE Energy (DTE) Amid Poor SolvencyPer the Zacks analyst, DTE Energy makes systematic investments to maintain and upgrade the reliability of its infrastructure. Yet its poor financial ratios indicate weak solvency position.NetApp (NTAP) Gains from Strong Demand for Product PortfolioPer the Zacks analyst, NetApp's performance gains from traction in all-flash portfolio and first-party and marketplace cloud storage services. IT spending and volatile macro backdrop are headwinds. Residential Kitchen Unit Aids Middleby (MIDD) Amid High DebtPer the Zacks analyst, solid traction of Middleby's Residential Kitchen Equipment unit, fueled by strong demand for outdoor products, will continue to lend momentum to it. High debt remains a woe.Loan Growth, Rates Aid OneMain Holdings (OMF), Costs HighPer the Zacks analyst, loan growth, lower interest rates, diverse offerings, and a decent balance sheet will likely aid OneMain Holdings' financials. Yet, high costs and weak asset quality are woes.Operational Efficiency Aids Avis Budget (CAR), Costs HighPer the Zacks analyst, rising operational efficiency has improved profitability and enabled Avis Budget to maintain margins despite inflation. However, escalating expenses are worrisome.New UpgradesBranch Openings, Loans, High Rates Aid Cullen/Frost (CFR)Per the Zacks analyst, Cullen/Frost's branch expansion efforts in the Texas region will drive deposit and loan growth. This, along with high interest rates, will aid the company's top line.Robust Buyouts & Infrastructure Spending Benefits Dycom (DY)Per the Zacks analyst, Dycom's prospects are gaining from accretive buyouts, maintenance and operations services, and fiber infrastructure projects, indicating an upbeat near-term view.Blackbaud (BLKB) Gains on Strong Portfolio & Share BuybackPer the Zacks analyst, Blackbaud is gaining from a robust product portfolio, a steady share repurchases strategy, and margin expansion, which is contributing to growth momentum.New DowngradesWeak Crack Spreads and Margins Ail Eni's (E) Growth OutlookPer the Zacks analyst, E struggles with weak crack spreads, declining biofuel margins, and sluggish demand in its refining and chemical segments, all of which threaten its profitability.Escalated SG&A Costs Hurt Columbia Sportswear's (COLM) ProfitsPer the Zacks analyst, Columbia Sportswear is seeing higher SG&A costs. In the first quarter of 2025, the company's SG&A expenses were up 1.5% to $354.5 million.Paramount's (PARA) Prospects Suffer from Lower TV RevenuesPer the Zacks analyst, Paramount is suffering from TV Media revenue declines, rising costs and stiff competition in the streaming space from Netflix, Amazon and Apple TV+.Zacks Names #1 Semiconductor StockIt's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis Report Ecolab Inc. (ECL): Free Stock Analysis Report Walmart Inc. (WMT): Free Stock Analysis Report Cisco Systems, Inc. (CSCO): Free Stock Analysis Report DTE Energy Company (DTE): Free Stock Analysis Report American International Group, Inc. (AIG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks