We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Analyst Blog Highlights: Berkshire Hathaway, SAP, Equinix, ABB and Lululemon Athletica
Read MoreHide Full Article
For Immediate Release
Chicago, IL – September 9, 2021 – 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: Berkshire Hathaway Inc. (BRK.B - Free Report) , SAP SE (SAP - Free Report) , Equinix, Inc. (EQIX - Free Report) , ABB Ltd and Lululemon Athletica Inc. (LULU - Free Report) .
Here are highlights from Wednesday’s Analyst Blog:
Top Research Reports for Berkshire Hathaway, SAP and Equinix
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 Berkshire Hathaway, SAP, and Equinix. These research reports ave been hand-picked from the roughly 70 reports published by our analyst team today.
Shares of Berkshire Hathaway have outperformed the Zacks Insurance - Property and Casualty industry in the year to date period (+20.1% vs. +17.5%). The Zacks analyst believes that the company is poised to benefit from its insurance business, manufacturing, service and retail business, disciplined capital management as well as acquisitions.
A strong cash position not only supports earnings-accretive bolt-on buyouts but reflects its financial flexibility. Its non-insurance businesses have been delivering improved results with increased revenues over the past few years. Exposure to catastrophe loss is a major concern as it leads to earnings volatility and weighs on the property and casualty underwriting results of Berkshire.
SAP shares have gained +18.1% in the past six months against the Zacks Computer Software industry’s gain of +28.1%, however, its performance has been benefiting from continued strength in its cloud business. The Zacks analyst believes that SAP’s dominance in providing efficient customer engagement, human capital management and interconnected commerce network support its growth.
The company’s alliances with IBM, Microsoft and Verizon favor business prospects. Solid demand for e-commerce, digital supply chain and other cloud platform solutions, bodes well for the long term. It raised its outlook for 2021 on the back of its strong cloud business. Soft uptake of software licenses and support offerings and increasing investments to enhance cloud-based offerings remain concerns though.
Shares of Equinix have gained +9% in the last three months against the Zacks REIT and Equity Trust industry’s gain of +1%. The Zacks analyst believes that the company is well-positioned to capitalize on its thriving data center business.
The company’s global data-center portfolio is likely to witness high demand for inter-connected data-center space, driven by acceleration in increasing cloud or Internet customers’ demands. Competition from carrier-neutral data centers, capital intensity of data center builds, growing debt, foreign-exchange fluctuations and consolidation in the telecommunication industry are major headwinds for the company.
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.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
The Zacks Analyst Blog Highlights: Berkshire Hathaway, SAP, Equinix, ABB and Lululemon Athletica
For Immediate Release
Chicago, IL – September 9, 2021 – 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: Berkshire Hathaway Inc. (BRK.B - Free Report) , SAP SE (SAP - Free Report) , Equinix, Inc. (EQIX - Free Report) , ABB Ltd and Lululemon Athletica Inc. (LULU - Free Report) .
Here are highlights from Wednesday’s Analyst Blog:
Top Research Reports for Berkshire Hathaway, SAP and Equinix
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 Berkshire Hathaway, SAP, and Equinix. These research reports ave been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Shares of Berkshire Hathaway have outperformed the Zacks Insurance - Property and Casualty industry in the year to date period (+20.1% vs. +17.5%). The Zacks analyst believes that the company is poised to benefit from its insurance business, manufacturing, service and retail business, disciplined capital management as well as acquisitions.
A strong cash position not only supports earnings-accretive bolt-on buyouts but reflects its financial flexibility. Its non-insurance businesses have been delivering improved results with increased revenues over the past few years. Exposure to catastrophe loss is a major concern as it leads to earnings volatility and weighs on the property and casualty underwriting results of Berkshire.
(You can read the full research report on Berkshire Hathaway here >>>)
SAP shares have gained +18.1% in the past six months against the Zacks Computer Software industry’s gain of +28.1%, however, its performance has been benefiting from continued strength in its cloud business. The Zacks analyst believes that SAP’s dominance in providing efficient customer engagement, human capital management and interconnected commerce network support its growth.
The company’s alliances with IBM, Microsoft and Verizon favor business prospects. Solid demand for e-commerce, digital supply chain and other cloud platform solutions, bodes well for the long term. It raised its outlook for 2021 on the back of its strong cloud business. Soft uptake of software licenses and support offerings and increasing investments to enhance cloud-based offerings remain concerns though.
(You can read the full research report on SAP here >>>)
Shares of Equinix have gained +9% in the last three months against the Zacks REIT and Equity Trust industry’s gain of +1%. The Zacks analyst believes that the company is well-positioned to capitalize on its thriving data center business.
The company’s global data-center portfolio is likely to witness high demand for inter-connected data-center space, driven by acceleration in increasing cloud or Internet customers’ demands. Competition from carrier-neutral data centers, capital intensity of data center builds, growing debt, foreign-exchange fluctuations and consolidation in the telecommunication industry are major headwinds for the company.
(You can read the full research report on Equinix here >>>)
Other noteworthy reports we are featuring today include ABB and Lululemon Athletica.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://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 https://www.zacks.com/performance for information about the performance numbers displayed in this press release.