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Chicago, IL – 2025 October 17 – Zacks.com publishes a list of stocks covered by analysts’ blogs. Each day, Zacks Equity Research analysts discuss the latest news and events affecting stocks and financial markets. The following stocks were recently mentioned in the blog: NVIDIA Corp. NVDA, Roche Holding AG RHHBY, Lam Research Corp. LRCX, Tredegar Corp. TG and Kewaunee Scientific Corp. KEQU.
Here are the highlights from Thursday’s analyst blog:
Top Stock Reports from NVIDIA, Roche, and Lam Research
Zacks Research Daily presents the best research findings from our team of analysts. Today’s Research Daily features new research reports on 16 major stocks, including NVIDIA Corp., Roche Holding AG and Lam Research Corp., as well as two small-cap stocks in Tredegar Corp. and Kewaunee Scientific Corp. Zacks Microcaps research is unique because our research content on these small and under-the-radar companies is the only one in the country.
These research reports have been selected from around 70 reports published today by our research team.
You can all of today’s research reports can be found here >>>
Against Wall Street
Daily Before Wall Street is a must-read for any investor who wants to be prepared for the day’s trading action. The article appears before the market opens in an attempt to understand that morning’s economic announcements and how they will affect the day’s market action. You can read this article for free on our home page and you can actually sign up here to get notified by email. mail because this article goes out every morning.
You can read today’s AWS here >>> Forward markets continue to rally – Q3 earnings and Philly Fed.
Today’s featured research reports
NVIDIA the stock has outperformed the Zacks Semiconductor – General industry year-to-date (+33.9% vs. +33%). The company benefits from the rapid growth of artificial intelligence (AI) and high-performance accelerated computing. Growing demand for generative artificial intelligence and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is contributing to data center revenues.
The steady increase in Ada RTX GPU workstations in the ProViz end market acts as a tailwind as channel inventory normalizes. Partnerships with more than 320 automakers and tier-one suppliers are likely to increase its presence in the autonomous vehicle space.
Zacks analyst expects NVIDIA’s revenue for 2026-2028 to be will reach a CAGR of 31% during the fiscal. However, the limited supply of Blackwell GPUs may hinder demand. Rising costs associated with producing more complex AI systems will squeeze margins.
(You can read NVIDIA’s full research report here >>>)
Shares from Roche year-to-date outperformed the Zacks Large Cap Pharmaceuticals industry (+30.1% vs. +7.9%). The company’s performance was strong as strong demand for core drugs offset declining sales of legacy drugs. Multiple sclerosis drug Ocrevus and ophthalmic drug Vabysmo continued strong performances. Growth in hemophilia treatment Hemlibra and breast cancer drug Phesgo also boosted the top line.
Roche is also looking to diversify its portfolio through acquisitions and partnerships as sales of its older drugs (Avastin, Herceptin, MabThera and Actemra) decline due to competition from biosimilars. A collaboration with Zealand Pharma on its obesity candidate should expand its pipeline.
But pipeline shortfalls are weighing on stocks. The performance of the diagnostic department was disappointing. Roche was also a late entrant into the lucrative obesity space.
(You can read the full Roche research report here >>>)
Lam Research’s the stock year-to-date outperformed the Zacks Electronics – Semiconductors industry (+101.9% vs. +41.9%). The company uses 3D DRAM and advanced packaging technologies. Increasing etch and deposition intensity due to increasing technological developments in 3D architectures is a plus.
The recovery in systems business due to improving memory costs is a positive result. Strategic investments in research and development are making good use of growing wafer fabrication equipment (WFE) costs. Investments in foundry/logic, DRAM and NAND are expected to be higher for the year. High demand for high-bandwidth memory is a plus.
However, global spending on mature nodes is likely to remain modest in the near term. Rising trade and tariff tensions between the US and China are a cause for concern. The risk of customer concentration and margin pressure from increasing R&D investment are other headwinds.
(You can read the full Lam Research study report here >>>)
Shares from Tredegar has underperformed the Zacks Chemical – Plastic industry year-to-date (-1.3% vs. +76.5%). This 264.49 million The USD market capitalization for the microcap company is a constant cash burn, with rising debt and ongoing restructuring costs pointing to financial stress. Weak demand in key markets and rising interest costs are further concerns. The stock remains underwhelming at 1.3% year-to-date versus 76.5% for the sub-sector.
Trading at a deep discount (0.4x EV/Sales vs. 4.4x sub-sector), the stock looks well-valued given its liquidity issues and uneven earnings. Nevertheless, Tredegar’s strategic sale of its Brazilian film division increases its focus on higher-margin operations in the US, reducing inflation and currency risks.
Better aluminum extrusion performance driven by price increases, plant consolidation and automotive/solar demand is supporting margin recovery despite weakness in the construction market. Broad end-market exposure adds to resilience, and Surface Protection benefits from US electronics recovery.
(You can read the full Tredegar investigation report here >>>)
Kewaunee Scientifics stock has outperformed the Zacks Instruments – Scientific industry (+31.7% vs. -39.8%) over the past year. This microcap company with a market capitalization of 120.96 million. USD, integrated with Nu Aire, which strengthened its leadership in the US market by expanding its product offering, improving operational efficiency and profitable growth. Record order volume provides revenue visibility and margin expansion supported by strong execution of long-cycle contracts.
Operating leverage and disciplined cost management continue to drive profitability, reflecting the benefits of optimizing production scale and product mix. Diversification across industries and geographies mitigates cyclical risks and widens the company’s growth path in global laboratory infrastructure markets.
A strengthened balance sheet, prudent capital allocation and consistent cash generation provide financial flexibility for reinvestment, discretionary acquisitions and shareholder returns, making Kewaunee a sustainable long-term value creation.
(You can read Kewaunee Scientific’s full research report here >>>)