The Zacks Analyst Blog Highlights JPMorgan Chase, Thermo Fisher, Arista Networks, United Homes Group and GSI

Zacks09-10

For Immediate Release Chicago, IL – September 10, 2024 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news ...

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Every day the Zacks Equity Research analysts discuss the latest news ...</p>\n\n<a href=\"https://finance.yahoo.com/news/zacks-analyst-blog-highlights-jpmorgan-094100351.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Zacks Analyst Blog Highlights JPMorgan Chase, Thermo Fisher, Arista Networks, United Homes Group and GSI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Zacks Analyst Blog Highlights JPMorgan Chase, Thermo Fisher, Arista Networks, United Homes Group and GSI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-10 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/zacks-analyst-blog-highlights-jpmorgan-094100351.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For Immediate Release\nChicago, IL – September 10, 2024 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news ...</p>\n\n<a href=\"https://finance.yahoo.com/news/zacks-analyst-blog-highlights-jpmorgan-094100351.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1261432733.SGD","symbol_name":"Fidelity World A-ACC-SGD","start_time":0,"source_url":"https://finance.yahoo.com/news/zacks-analyst-blog-highlights-jpmorgan-094100351.html","article_id":"2466436113","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/Qk2TnJKnO7rjP6i0LSQ_ig--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/d6f20a00b84c969c6a59aa3e4de742dd"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2466436113","pubTimestamp":1725961260,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Chicago, IL – September 10, 2024 – Zacks.com announces the list of stocks and featured in the Analyst Blog. 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GSIT.Top Research Reports for JPMorgan, Thermo Fisher and Arista Networks","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4554":"元宇宙及AR概念","LU0882574055.USD":"富达全球健康医疗A ACC","BK4020":"通信设备","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4141":"半导体产品","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0971096721.USD":"富达环球金融服务 A","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","JPM":"摩根大通","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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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: JPMorgan Chase & Co. JPM, Thermo Fisher Scientific Inc. TMO, Arista Networks, Inc. ANET, United Homes Group, Inc. UHG and GSI Technology, Inc. GSIT.\nHere are highlights from Monday’s Analyst Blog:\nTop Research Reports for JPMorgan, Thermo Fisher and Arista Networks\nThe 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 JPMorgan Chase & Co., Thermo Fisher Scientific Inc. and Arista Networks, as well as two micro-cap stocks United Homes Group, Inc. and GSI Technology, Inc. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.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 >>>JPMorgan Chase’s shares have outperformed the Zacks Banks - Major Regional industry over the past year (+50.7% vs. +44.3%). High interest rates, strategic acquisitions, opening branches and solid loan balance will support the net interest income (NII) of the company, however higher funding costs will weigh on it.According to the Zacks analyst estimates for NII (managed) and loans imply a CAGR of 2% and 5.2%, respectively, by 2026. While there has been a resurgence in deal-making activities, a complete revival will still take some time.The performance of the IB business is not expected to improve much. The volatile nature of the capital markets business and high mortgage rates will likely hurt fee income growth. Owing to these challenges, we expect non-interest income (managed) to rise in 2024 but decline next year. Mounting operating expenses will hamper the bottom line. We anticipate total non-interest expenses to rise 5.5% in 2024.(You can read the full research report on JPMorgan Chase here >>>)Shares of Thermo Fisher Scientific have outperformed the Zacks Medical - Instruments industry over the past year (+19.0% vs. +12.9%). The company is braving the ongoing tough economic conditions by utilizing the PPI Business System, resulting in strong financial performance. The company's growth strategy is further bolstered by several new product launches, including Stellar Mass Spectrometer and three new build-for-purpose editions of Orbitrap Ascend Tribrid Mass Spectrometer in the second quarter.The consistent efforts to expand bioproduction purification resin capacity, which is used in the mRNA manufacturing process, look encouraging. The company’s continuous efforts to prioritize its partnership with customers to drive innovation and improve patient care bode well.A strong solvency position is an added advantage. The raised 2024 EPS outlook also instills optimism. However, the year-over-year decline in revenues in Life Science Solution is discouraging.(You can read the full research report on Thermo Fisher Scientific here >>>)Arista Networks’ shares have outperformed the Zacks Communication - Components industry over the past year (+62.7% vs. +50.5%). The company is likely to benefit from a software-driven, data-centric approach that helps customers build their cloud architecture. Innovative product launches and steady customer additions backed by the company’s best-in-class portfolio strength have ensured steady top-line expansion.Arista provides routing and switching platforms with industry-leading capacity, low latency, port density and power efficiency. In addition to high capacity and easy availability, its cloud networking solutions promise predictable performance along with programmability that enables seamless integration with third-party applications for network management, automation and orchestration.However, high concentration risk is a headwind. A rise in headcount, new product introduction costs and higher variable compensation expenditures are straining margins.(You can read the full research report on Arista Networks here >>>)Shares of United Homes have underperformed the Zacks Real Estate - Development industry over the past year (-16.1% vs. +4.0%). This microcap company with market capitalization of $273.35 million is witnessing margin pressures from rate buy-downs and rising lot costs remain concerns, with second-quarter 2024 gross margins down to 17.9%.Declining revenues (down 10.4% year over year in second-quarter 2024) and home closings signal challenges, along with economic headwinds. United Homes faces risks from interest rate sensitivity, rising land costs, acquisition integration and regional market concentration.However, United Homes' capital-efficient lot acquisition strategy, controlling 9,300 lots through options and land banking, enables growth with reduced risk and lower upfront costs while targeting high-growth Southeastern markets. The backlog of 248 homes, valued at $81.2 million, supports revenue visibility despite a decline in net orders. Its focus on affordability through product repositioning and sales incentives has helped offset high mortgage rates.(You can read the full research report on United Homes here >>>)GSI Technology’s shares have underperformed the Computer- Storage Devices industry over the past year (-2.9% vs. +32.5%). This microcap company with market capitalization of $568.38 million is facing challenges arising from a significant drop in core SigmaQuad sales and dependency on major customers like Nokia, introducing revenue volatility. Competitive pressures in the rapidly evolving HPC market necessitate continuous innovation.Nevertheless, GSI Technology's introduction of Gemini-I APU servers showcases leading compute-in-memory capabilities, positioning the company at the high-performance computing forefront, particularly in AI-driven tasks like facial recognition. Expansion into government contracts through SBIR (Small Business Innovation Research) initiatives diversifies revenue and enhances defense sector credibility.Fiscal 2025 started strong with a net income of $1.1 million, supported by effective financial strategies and a solid cash position. The company's next development, Gemini-II, aims to enhance data processing efficiency, promising significant market penetration.(You can read the full research report on GSI Technology here >>>)\nWhy Haven't You Looked at Zacks' Top Stocks?\nSince 2000, our top stock-picking strategies have blown away the S&P's +7.0 average gain per year. Amazingly, they soared with average gains of +44.9%, +48.4% and +55.2% per year.\nToday you can access their live picks without cost or obligation.\nSee Stocks Free >>\nMedia Contact\nZacks Investment Research\n800-767-3771 ext. 9339\nsupport@zacks.com\nhttps://www.zacks.com\nPast 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.\nWant 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\nJPMorgan Chase & Co. (JPM) : Free Stock Analysis Report\nThermo Fisher Scientific Inc. (TMO) : Free Stock Analysis Report\nArista Networks, Inc. (ANET) : Free Stock Analysis Report\nGSI Technology, Inc. (GSIT) : Free Stock Analysis Report\nUnited Homes Group, Inc. (UHG): Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2466436113"}