Top Research Reports for Meta-Platforms, UnitedHealth, and Salesforce

Thursday, January 27, 2022

Zacks Research Daily features top research results from our team of analysts. Today’s Research Daily features new research reports on 16 major stocks, including Meta Platforms, Inc. (Facebook), United Health Group Incorporated (A H), and salesforce.com, inc. (RCMP). These research reports have been handpicked from the approximately 70 reports published today by our team of analysts.

– Zacks

You can see all today’s research reports here >>>

Shares of Metaplatforms have underperformed the S&P 500 over the past year (+11.2% vs. +16.7%) due to ongoing concerns over stringent regulatory measures. The Zacks analyst believes that Meta Platforms has benefited from steady user growth across all regions, particularly in Asia-Pacific. Increased engagement for Instagram, WhatsApp, Messenger and Facebook Watch was a major growth driver.

Facebook’s focus on becoming a metaverse company is noteworthy. Meta’s strong balance sheet and ability to generate cash flow is another key enabler. Meta, however, faces stiff competition from Snap and Twitter for ad space. Rising regulatory hurdles in the EU and other countries are a major concern.

(You can read the full meta-platform research report here >>>)

UnitedHealth shares have gained +12.8% over the past six months against the industry’s +9.2% gain Zacks Medical HMO. The Zacks analyst believes strong growth in Optum as well as UnitedHealthcare segments boosted revenue. Growing government activity and a strong capital position are further positives.

UNH’s revenue is expected to benefit from a strong market position as well as new agreements, agreement renewals and expansion of service offerings. A strong balance sheet and strong cash-generating capabilities enable commercial investments as well as prudent deployment of capital. The softness of business affairs due to the pandemic, however, remains a major concern.

(You can read the full UnitedHealth research report here >>>)

Shares of selling power fell -29.3% over the past three months compared to a -12.2% loss for computer software industry Zacks as sentiment deteriorated towards the stock and other software players growing faster in the new and changing interest rate environment. Fierce competition, unfavorable currency fluctuations and increasing investments in international expansion and data centers impacted CRM’s short-term profitability.

The Zacks analyst, however, believes the sales force has benefited from a robust demand environment amid the major digital transformation underway. Rapid adoption of its cloud-based solutions has also boosted demand. Salesforce’s focus on introducing products more aligned with customer needs is driving its revenue.

(You can read the full salesforce research report here >>>)

Other noteworthy reports we feature today include American Express Company (AXP), Amgen Inc. (AMGN) and the 3M company (MMM).

Sheraz Mian

Director of Research

Note: Sheraz Mian leads the equity research department at Zacks and is a well-known expert on overall earnings. He is frequently quoted in the written and electronic press and publishes the weekly Earnings Trends and Earnings Overview reports. If you would like to receive an email notification whenever Sheraz publishes a new article, please click here>>>

To read today

Strong user base, Instagram (FB) strength help meta platforms

UnitedHealth’s (UNH) strong frontline aids and high costs are hurting

salesforce (CRM) benefits from partnership wins and acquisitions

Featured Reports

AmEx (AXP) will benefit from higher consumer spending and buyouts
According to the Zacks analyst, increased consumer spending and the economic recovery will boost volumes, and buybacks would trigger inorganic growth for American Express.

Amgen (AMGN) is rapidly advancing pipeline development
The Zacks analyst says Amgen is rapidly advancing its strong portfolio of early and late-stage assets. Several Phase III surveys are expected in 2022.

End market strength boosts 3M (MMM) company, high leverage hurts
According to the Zacks analyst, the strength of 3M’s end markets, including adhesives, advanced materials, food safety and home improvement, should boost its revenue.

Strategic pacts help Walgreens (WBA), pressure on margins continues
The Zacks analyst is optimistic about Walgreens’ recent strategic alliances with McKesson and Vitamin Angels.

Focus on the Permian Basin, Cost Management Aid Occidental (OXY)
According to the Zacks analyst, Occidental’s effective cost management and expansion of its operations in the Permian Basin through the acquisition of Anadarko will boost its long-term performance.

BlackBerry (BB) benefits from strong IoT and cybersecurity business
According to the Zacks analyst, Blackberry’s efforts to align its software and services business with cybersecurity and IoT market opportunities bode well for the long term.

World Wrestling (WWE) New content creation to increase revenue
According to Zacks analyst, World Wrestling’s focus on creating content, growing subscribers, increasing content rights fees, and monetizing video content on digital and DTC platforms bodes well.

New upgrades

Schlumberger (SLB) will benefit from growing demand for oilfield services
According to the Zacks analyst, Schlumberger (SLB) is well positioned to capitalize on growing demand for oilfield services as rising commodity prices encourage customers to increase drilling activity.

Decent Loan Application, Growing Fee Income Support Zions (ZION)
According to the Zacks analyst, a strong balance sheet, a decent increase in loan demand and an increase in commission income will support Zions’ finances.

Redemptions, Loan Application, FNB Corp (FNB) Digitization Support
According to the Zacks analyst, strategic acquisitions, steadily increasing loan demand, a strong balance sheet, efforts to bolster fee income and digitization of operations will support FNB Corp’s financials.

New downgrades

Slow New Store Developments Hurt Planet Fitness (PLNT)
Planet Fitness’ performance will likely be hurt by a slowdown in new store developments and renovations as well as lower replacement equipment sales due to the pandemic, the Zacks analyst said.

Lower demand for paper-related products is hurting Xerox (XRX)
According to the Zacks analyst, Xerox is struggling with declining demand for paper-related systems and products. A debt-laden balance sheet is also a concern.

High transportation costs worry Nordstrom (JWN) investors
According to the Zacks analyst, Nordstrom is experiencing increased COVID-related transportation costs and labor expenses. He expects high fulfillment and labor costs to drive up general and administrative expenses in the fourth quarter.

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salesforce.com, inc. (CRM): Free Stock Analysis Report

UnitedHealth Group Incorporated (UNH): Free Stock Analysis Report

Amgen Inc. (AMGN): Free Stock Analysis Report

3M Company (MMM): Free Inventory Analysis Report

American Express Company (AXP): Free Inventory Analysis Report

Meta Platforms, Inc. (FB): Free Stock Analysis Report

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