The Zacks Analyst Blog Highlights: UnitedHealth, Amgen, United Technologies, CSX And General Dynamics

Published 01/21/2018, 08:21 PM
Updated 10/23/2024, 11:45 AM

For Immediate Release

Chicago, IL – January 22, 2018 – 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 UnitedHealth (NYSE:UNH) , Amgen (NASDAQ:AMGN) , United Technologies (NYSE:UTX) , CSX Corporation (NASDAQ:CSX) and General Dynamics (NYSE:GD) .

Here are highlights from Friday’s Analyst Blog:

Top Analyst Reports for UnitedHealth, Amgen and United Technologies

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 UnitedHealth, Amgen and United Technologies. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

Buy-rated UnitedHealth’s shares have outperformed the Zacks Medical Insurance industry in the last year (up +53.2% vs. +52.9%). The company’s fourth-quarter earnings beat expectations and grew year over year, led by higher revenues in both its segments and membership growth.

The Zacks analyst likes the company’s robust Government business and continued strong growth at Optum. Its international business and strong capital position that allows for business investment are the other positives. It has been witnessing an increase in membership for several years.

The company has raised its 2018 earnings guidance, led by tax reform upside. Nevertheless, membership loss in its fee-based commercial and Brazilian businesses may pull down overall membership growth.

Shares of Amgen have gained +21.3% over the past one year, outperforming the Zacks Biomedical and Genetics industry, which has gained +4.2% over the same period. Amgen is well positioned for growth with several blockbuster drugs in its portfolio. Amgen’s newer drugs – Prolia, Xgeva, Vectibix, Nplate and Sensipar – are performing well.

Amgen is also progressing with its pipeline including biosimilar drugs. Additionally, the Zacks analyst thinks Amgen’s restructuring plan is making it leaner and more cost efficient. The company has a positive record of earnings surprises in the recent quarters. Estimate movement has been mixed ahead of the company’s Q4 earnings release.

However, the company has some challenges in store, given the presence of biosimilar competition and slowdown in sales of mature drugs. Also the softness in Enbrel sales due to stiff competitive and pricing pressure is a key cause for concern. Meanwhile, uptake of key new drug Repatha has been slow due to payer restrictions.

Buy-rated United Technologies’ shares have outperformed the Zacks Conglomerates sector in the last six months (the stock is up +10% vs. the -3.8% decline for the sector). United Technologies remains focused on four key priorities to fuel its growth momentum: flawless execution, innovation for growth, structural cost reduction and disciplined capital allocation.

The Zacks analyst thinks the acquisition of Rockwell Collins (NYSE:COL) will offer the company bigger clout in the industry and increase its bargaining power as the combined entity would emerge as one of the largest global aircraft equipment manufacturers. The company’s aftermarket services business is relatively stable compared to new product delivery, and it helps offset the negative impact of downturns in the new products market.

Management further increased its guidance for 2017 on healthy growth dynamics. However, United Technologies is exposed to market price volatility and availability risks related to raw materials, which hamper its ability to meet delivery schedules and increase operating costs.

Other noteworthy reports we are featuring today include CSX Corporation and General Dynamics.

Will You Make a Fortune on the Shift to Electric Cars?

Here's another stock idea to consider. Much like petroleum 150 years ago, lithium power may soon shake the world, creating millionaires and reshaping geo-politics. Soon electric vehicles (EVs) may be cheaper than gas guzzlers. Some are already reaching 265 miles on a single charge.

With battery prices plummeting and charging stations set to multiply, one company stands out as the #1 stock to buy according to Zacks research.

It's not the one you think.

See This Ticker Free >>

Join us on Facebook (NASDAQ:FB): http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339

support@zacks.com

http://www.zacks.com

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 http://www.zacks.com/performancefor information about the performance numbers displayed in this press release.



CSX Corporation (CSX): Free Stock Analysis Report

General Dynamics Corporation (GD): Free Stock Analysis Report

United Technologies Corporation (UTX): Free Stock Analysis Report

Amgen Inc. (AMGN): Free Stock Analysis Report

UnitedHealth Group Incorporated (UNH): Free Stock Analysis Report

Original post

Zacks Investment Research

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2025 - Fusion Media Limited. All Rights Reserved.