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Top Analyst Reports for Adobe, Altria Group & Marriott International

Thursday, February 17, 2022

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 Adobe Inc. (ADBE), Altria Group, Inc. (MO), and Marriott International, Inc. (MAR). 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 >>>

Shares of Adobe have underperformed the Zacks Computer - Software industry over the past year (-2.2% vs. +13.8%), however the company is still benefiting from strong demand for its cloud products. Per the Zacks analyst, the company’s Creative Cloud, Document Cloud and Adobe Experience Cloud products are helping it drive top-line growth.

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Additionally, rising subscription revenues and solid momentum across the mobile apps remain major positives. Growth in emerging markets, robust online video creation demand, strong Acrobat adoption and improving average revenue per user are steady tailwinds.

The Zacks analyst remains optimistic about Adobe’s market position, compelling product lines, persistent innovation and solid adoption of Creative Cloud and Adobe marketing cloud. Further, the company’s strong balance sheet is another positive. However, lower end-market demand and high acquisition expenses are perceived as major overhangs.

(You can read the full research report on Adobe here >>>)

Shares of Altria Group have underperformed the Zacks Tobacco industry over the past six month period (+5.0% vs. +12.3%), however the company continues to gain from strong pricing, per the Zacks analyst. During the fourth quarter of 2021, higher pricing across the Smokeable and Oral Tobacco segments aided performance. Higher pricing contributed to adjusted operating income across the Smokeable unit.

For 2022, the company envisions 4-7% growth in the bottom line, which is likely to be more weighted toward the second half. Altria continues to assess the macroeconomic impacts of the pandemic on adult tobacco consumers, such as stay-at-home practices and disposable income. The company also continues to assess the impacts of any supply-chain or distribution-related disruption.

(You can read the full research report on Altria Group here >>>)

Shares of Marriott International have outperformed the Zacks Hotels and Motels industry over the past year (+38.9% vs. +18.6%). The Zacks analyst believes that the company is benefiting from its focus on expansion initiatives, digital innovation and the loyalty program. The company is gaining from the reopening of the international borders and leniency in travel restrictions. Marriott is consistently trying to expand its worldwide presence and capitalize on the demand for hotels in the international markets.

However, a resurgence in coronavirus cases in several parts of the world might hurt the company’s performance. Although RevPAR is improving sequentially, it is still below the pre-pandemic level.

(You can read the full research report on Marriott International here >>>)

Other noteworthy reports we are featuring today include Roche Holding AG (RHHBY), Enterprise Products Partners L.P. (EPD) and IQVIA Holdings Inc. (IQV).

 


Mark Vickery
Senior Editor

Note: 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 Read

Adobe (ADBE) Rides on Growing Adoption of Cloud Applications

Altria (MO) Gains on Robust Pricing, Oral Tobacco Products

Marriott (MAR) Banks on Digital Initiatives, RevPAR Dismal

Featured Reports

Roche's New Drugs Fuel Growth Amidst Generic Competition
While Roche faces stiff competition from biosimilars of its legacy drugs, the Zacks Analyst believes demand for COVID-19 tests, recently launched drugs and diagnostics platforms will fuel growth.

Multi-basin Portfolio, Low Cost Asset Aid Murphy Oil (MUR)
Per the Zacks analyst Murphy Oil's maintenance of a multi-basin portfolio boosts production and low cost operating assets in North America will drive operation.

Enterprise (EPD) Banks On Its $2.2B Key Midstream Projects
Per the Zacks analyst, Enterprise will generate additional fee-based revenues from its $2.2-billion key midstream projects currently under construction. However, its massive debt load concerns.

Higher Nitrogen Demand and Prices Aid CF Industries (CF)
Per the Zacks analyst, CF Industries will gain from strong demand for nitrogen fertilizers in major markets and higher nitrogen prices amid headwinds from elevated natural gas costs.

Akamai (AKAM) to Benefit From Growth in Security Business
Per the Zacks analyst, Akamai is well-positioned to benefit from growth in its security business on the back of robust product portfolios and enterprise-focused go-to-market capabilities.

Sunbelt Focus Boosts Mid-America Apartment's (MAA) Growth
Per the Zacks analyst, favorable in-migration trends of jobs and households are driving demand for Mid-America Apartment's Sunbelt-located properties.

Technological Suite Aids IQVIA Holdings (IQV) Amid High Debt
The Zacks analyst admires IQVIA's solid healthcare-specific global IT infrastructure, analytics-driven clinical development potential, and a robust real-world solutions ecosystem.

New Upgrades

Strong Trade Volumes & Container Demand Lift Triton (TRTN)
The Zacks analyst is impressed with the gradual increase in trade volumes and upbeat container demand. The company's efforts to reward its shareholders are encouraging as well.

Higher Delivery Expense Remain a Concern For Macy's (M)
Per the Zacks analyst, Macy's has been witnessing escalated delivery expenses for a while now. In addition, supply chain issues, rising freight charges and labor shortages remain headwinds.

Robust Demand & Online Strength Drive Hibbett's (HIBB) Sales
Per the Zacks analyst, Hibbett is gaining from enhanced omnichannel facilities as well as solid demand for footwear, apparel and accessories. This led to sales growth of 15.2% year over year in Q3.

New Downgrades

Twilio's (TWLO) Profitability To Hurt By Elevated Expenses
Per the Zacks analyst, elevated investment toward enhancing sales capabilities to gain enterprise customers and grab larger market share to weigh on Twilio's bottom-line results in the near-term.

Euronet (EEFT) Hurt by High Costs, Declining Money Transfer
Per the Zacks analyst, the company's escalating expenses continue to put pressure on its margins. Money transfer is likely to be impacted by the COVID-19 pandemic-induced financial turmoil.

Dull Revenue Scenario, Weak Margins Irks NuVasive (NUVA)
The Zacks analyst is worried about NuVasive's dull top line performance due to resurgence of COVID-19 Delta variant. Contraction of both margins is discouraging too.


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
 
Roche Holding AG (RHHBY) : Free Stock Analysis Report
 
Marriott International, Inc. (MAR) : Free Stock Analysis Report
 
Enterprise Products Partners L.P. (EPD) : Free Stock Analysis Report
 
Altria Group, Inc. (MO) : Free Stock Analysis Report
 
Adobe Inc. (ADBE) : Free Stock Analysis Report
 
IQVIA Holdings Inc. (IQV) : Free Stock Analysis Report
 
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