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The Zacks Analyst Blog Highlights: IBM, Lockheed Martin, Netflix, PayPal And Nucor

Published 07/19/2017, 09:30 PM
Updated 07/09/2023, 06:31 AM
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For Immediate Release

Chicago, IL – July 20, 2017 – 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 IBM (NYSE: IBM Free Report), Lockheed Martin (NYSE: LMT Free Report), Netflix (NASDAQ:NFLX) (NASDAQ: NFLX Free Report), PayPal (NASDAQ: PYPL Free Report) and Nucor (NYSE: NUE Free Report).

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Here are highlights from Wednesday’s Analyst Blog:

Top Research Reports for IBM, Lockheed Martin & Netflix

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 IBM (NYSE: IBM Free Report), Lockheed Martin (NYSE: LMT Free Report) and Netflix (NASDAQ: NFLX Free Report). 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 >>>

IBM ’s shares have underperformed the broader market on a year to date basis, losing -7.2% vs. the S&P 500’s +10.1% gain. IBM’s recently announced second-quarter 2017 results exhibited the company’s growing focus on “Strategic Imperatives” as long-term growth drivers. However, revenue growth remained elusive as these “Strategic Imperatives” failed to offset the weakness in traditional businesses.

Moreover, third-quarter revenue guidance reflects negative impact from seasonality, which is anticipated to be partially neutralized by higher contributions from the new Mainframe z14 product and services contracts. However, the Zacks analyst likes the fact that despite sluggish revenue growth projections in the near term, IBM maintained 2017 earnings guidance suggesting improving strength in cloud, mobile, security and social products as well as cost savings.

Intensifying competition in most of the markets remains a major concern. (You can read the full research report on IBM here >>> ).

Shares of Buy-rated Lockheed Martin have gained +11.7% over the past year, underperforming the aerospace/defense sector, which has gained +26.2% over the same period. Lockheed Martin’s second-quarter results comfortably surpassed expectations on both the top- and bottom-line fronts. In particular, the Aeronautics segment posted a strong, double-digit growth, which, in turn, boosted the company’s sales.

The increased outlook for 2017 also buoyed optimism. The Zacks analyst likes the fact that since it is the largest defense contractor in the world, Lockheed Martin continues to be a strong cash generator. Apart from its formidable domestic presence, the company also boasts of strong opportunities in the ever-expanding international defense market.

The recently passed defense policy bill for 2018, which promises a $696 billion budget, is also expected to boost growth of defense majors. However, a comparative analysis of the company’s historical EV/EBITDA ratio reflects a relatively gloomy picture when compared with its broader industry. (You can read the full research report on Lockheed Martin here >>> ).

Netflix ’s shares have gained +108.8% over the past 12 months, outperforming the Zacks Broadcast Radio/TV industry, which has gained +30.4% over the same period. Netflix’s second-quarter earnings missed expectations but revenues beat the same. In the second quarter, Netflix added more subscribers than the guided number, benefitting from its focus on original programming and international expansion.

In the third quarter, Netflix expects to add 0.75 million subscribers in the domestic streaming segment and 3.65 million in the international segment. Moreover, the company expects to report profits from International operations in the upcoming quarter. Nonetheless, investments in original/acquired content remain a drag on profitability. The Zacks analyst thinks Netflix’s ability to effectively manage costs will dictate its future prospects. (You can read the full research report on Netflix here >>> ).

Other noteworthy reports we are featuring today include PayPal (NASDAQ: PYPL Free Report ) and Nucor (NYSE: NUE Free Report).

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About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Strong Stocks that Should Be in the News

Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year. See these high-potential stocks free >>.

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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.



International Business Machines Corporation (NYSE:IBM): Free Stock Analysis Report

Lockheed Martin Corporation (NYSE:LMT): Free Stock Analysis Report

Netflix, Inc. (NFLX): Free Stock Analysis Report

Nucor Corporation (NYSE:NUE): Free Stock Analysis Report

PayPal Holdings, Inc. (PYPL): Free Stock Analysis Report

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