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Die Zacks Research Daily präsentiert die besten Forschungsergebnisse unseres Analystenteams. Heute werden neue Forschungsberichte zu 16 wichtigen Aktien vorgestellt, darunter Broadcom Inc., Cisco Systems und Alibaba Group Holding Ltd.

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Tuesday, February 24, 2026

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 Costco Wholesale Corp. (COST), Roche Holding AG (RHHBY) and Lam Research Corp. (LRCX), as well as two micro-cap stocks Spruce Power Holding Corp. (SPRU) and IDT Corp. (IDT). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.

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 >>>

Ahead of Wall Street

The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.

You can read today's AWS here >>> Pre-Markets Begin to Climb Out of Their Monday Hole

Today's Featured Research Reports

Shares of Costco have gained +5.2% over the past six months against the Zacks Retail - Discount Stores industry’s gain of +12.5%. Being a consumer defensive stock, the company has survived the market turmoil pretty well, supported by its resilient membership model, disciplined pricing, and operational excellence.

Costco’s decent renewal rates and expanding member base reinforce its dependable recurring revenue stream, while the Kirkland Signature brand continues to drive margin strength. Robust e-commerce momentum and growing adoption of digital fulfillment services enhance Costco’s omnichannel reach, driving traffic.

Management’s proactive sourcing diversification and supply-chain efficiency further help offset tariff and input-cost pressures without compromising its price leadership. With strong cash flow generation, balance-sheet flexibility, and a proven ability to execute through economic cycles, Costco remains well-positioned to deliver earnings growth.

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

Roche’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past six months (+49.5% vs. +27.8%). The company’s underlying operational performance remained solid. Strong growth from key products helped offset declining revenues from legacy drugs. The stellar performances of multiple sclerosis drug Ocrevus and ophthalmology drug Vabysmo continue to drive momentum for Roche.

Growth in hemophilia treatment Hemlibra and breast cancer drug Phesgo also boosted the top line. Roche is looking to diversify its portfolio through acquisitions and collaborations in the wake of declining sales from legacy drugs (Avastin, Herceptin, MabThera and Actemra) due to competition from biosimilars.

However, pipeline setbacks weigh on the stock. The company’s performance in the recently reported 2025 results was weighed down by unfavorable foreign-exchange movements, as weakness in the U.S. dollar adversely impacted international sales.

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

Shares of Lam Research have outperformed the Zacks Electronics - Semiconductors industry over the past six months (+140.9% vs. +25.5%). The company is riding on its strength across 3D DRAM and advanced packaging technologies. Growing etch and deposition intensity owing to increasing technology inflections in 3D architectures is a plus.

A rebound in the System business due to improving memory spending is an upside. Strategic investments in research and development activities position it well to capitalize on the growing wafer fab equipment (WFE) spending. Foundry/logic, DRAM and NAND investments are expected to be higher year over year. Solid demand related to high-bandwidth memory is an upside.

However, global spending on mature nodes is likely to remain soft in the near term. Growing trade and tariff tensions between the United States and China are a concern.

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

Spruce Power’s shares have outperformed the Zacks Electronics - Miscellaneous Products industry over the past six months (+195.8% vs. +35.3%). This microcap company with market capitalization of $75.58 million offers stable, recurring revenues from 85,000 residential solar systems under long-term contracts, with more than 10 years of average life, yielding $30.7 million in third-quarter 2025 revenues (+44% YoY) and $26.2 million in operating EBITDA. The company’s capital-light SREC monetization adds high-margin growth, including a $10 million hedged deal through 2029.

Spruce’s scalable model avoids costly installations, leveraging acquisitions and the in-house Spruce PRO platform to expand profitably. Recent cost cuts aim to save $20 million annually. A disciplined M&A strategy has added 67,000+ systems since 2018.

However, refinancing risk looms over a $184 million facility due in April 2026, raising going concern doubts. High leverage and thin equity limit flexibility. Legal liabilities and customer concentration add further risks. Valuation appears modest at 4.12X EV/sales.

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

Shares of IDT have underperformed the Zacks Diversified Communication Services industry over the past six months (-21% vs. +5.2%). This microcap company with market capitalization of $1.23 million, is facing risks which include remittance working-capital volatility, ad softness at NRS, fee-rate pressure, churn/capital intensity, regulatory uncertainty and legacy erosion.

The valuation suggests limited downside and potential multiple expansion, offering investors upside if higher-margin growth segments continue scaling and improving consolidated profitability. Nevertheless, IDT’s mix is shifting toward higher-margin growth engines. NRS is scaling a recurring, payments-led retail model with 22% revenue growth and 35% operating income expansion.

BOSS Money’s digital mix (84% of transactions) is driving 160 bps margin expansion and 97% operating income growth despite modest fee pressure. net2phone is leveraging AI and bundled vertical solutions to lift ARPU and profitability. Legacy Communications remains a stable cash generator funding growth.

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

Other noteworthy reports we are featuring today include Stryker Corp. (SYK), Garmin Ltd. (GRMN) and EQT Corp. (EQT).

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>>>

Story Continues

Today's Must Read

Decent Comparable Sales Run to Fuel Costco's (COST) Top Line

Ocrevus, Phesgo Fuel Roche (RHHBY), Decline in Legacy Drugs a Woe

Lam Research (LRCX) Gains From Strength in Etch and Deposition

Featured Reports

Rising Natural Gas Demand and the Appalachian Basin Presence Aid EQT EQT's presence in the highly productive Appalachian Basin supports a robust production outlook amid growing gas demand, but its lack of geographic diversity concerns the Zacks analyst.

New Product Launches Aid Textron (TXT) Amid Labor Shortage Per the Zacks analyst, Textron is innovating products to capture more shares in the diverse markets it serves. Yet labor shortage result in delays and likely impact operating results.

Rising Global Defense Budget Aids Allison (ALSN), High Debt Ails Per the Zacks analyst, Allison is well-positioned to benefit from rising global defense budgets amid new contract wins. However, high debt may restrict the firm's financial flexibility.

Blue Owl Capital (OBDC) Rides on Investment Income, Buyouts Per the Zacks analyst, Blue Owl Capital's revenues are driven by higher investment income, thanks to its improved interest income. Buyouts enhance its capabilities and diversify the business.

Brand Innovation Supports Prestige (PBH) Amid Supply Issues The Zacks analyst is impressed with Prestige's focus on brand innovation, e-commerce strength and strategic acquisitions to offset Clear Eyes supply constraints and cost pressures.

Sally Beauty (SBH) Accelerates Growth Through E-Commerce Momentum Per the Zacks analyst, Sally Beauty is unlocking digital value as e-commerce rose 20% in the first quarter, driven by marketplace expansion and stronger consumer engagement across segments.

Stryker (SYK) Gains from Market Leadership and New Launches Per the Zacks analyst, Stryker's strong organic growth is driven by robotics leadership, innovative product launches, offsetting the impact of tariffs and rising costs.

New Upgrades

Strength Across Outdoor and Fitness Segments Aid Garmin (GRMN) Per the Zacks analyst, Garmin is riding on solid demand for adventure watches and advanced wearables, which is driving the performance of its Outdoor and Fitness segments.

TechnipFMC (FTI) to Gain from Expanding Backlog in Both Segments The Zacks analyst believes that TechnipFMC's record backlog of $16 billion from Subsea and Surface Technologies segments ensures strong revenue visibility and supports margin improvements.

Watts Water (WTS) Benefits from Synergies from Acquisitions Per the Zacks analyst, Watts Water's fourth-quarter results gained from synergies from acquisitions, and it expects over $130M in incremental revenue from EasyWater, Haws, Superior and Saudi Cast.

New Downgrades

Rising Tech Investment and Competition Hurt Insperity (NSP) Per the Zacks analyst, Insperity's operating income is affected due to increasing investment in technology. Rising competition in PEO industry is concerning.

Cloud Strength and AI-Powered CXone Growth Aids Nice (NICE) Per the Zacks analyst, Nice is benefiting from the continued strength of its cloud business, expansion of its customer base and AI-powered solutions.

Rising Net Outflows and Concentration Risk Hurts Lazard Financials Per the Zacks analyst, persistent net outflows weigh on Lazard's assets under management growth. Also, heavy reliance on Financial Advisory revenues remains a key concern.

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

Garmin Ltd. (GRMN) : Free Stock Analysis Report

Stryker Corporation (SYK) : Free Stock Analysis Report

Lam Research Corporation (LRCX) : Free Stock Analysis Report

EQT Corporation (EQT) : Free Stock Analysis Report

Costco Wholesale Corporation (COST) : Free Stock Analysis Report

IDT Corporation (IDT) : Free Stock Analysis Report

Spruce Power Holding Corporation (SPRU): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Okay, here’s a summary of the text, followed by a German translation, aiming to stay within the 600-word limit.

Summary (approx. 550 words)

As of February 2026, the U.S. stock market is experiencing a positive trend, largely fueled by unexpectedly strong manufacturing activity and positive economic indicators. This has driven significant gains in major indices like the Dow Jones and S&P 500, creating an environment ripe for identifying undervalued opportunities. Specifically, the article focuses on “Undiscovered Gems” – small-cap stocks with strong fundamentals, overlooked by broader market attention.

The article presents a screener developed by Simply Wall St, identifying 316 stocks based on criteria including debt-to-equity ratios, revenue and earnings growth, and health ratings. The top ten highlighted companies (as of the date of the report) are: First Bancorp, Security Federal, Morris State Bancshares, Cashmere Valley Bank, Affinity Bancshares, Winchester Bancorp, NameSilo Technologies, Pure Cycle, Union Bankshares, and Oxford Bank. These companies demonstrate a variety of characteristics, from strong banking operations to innovative tech solutions.

Several individual companies are examined in detail, illustrating the screener's methodology. Greene County Bancorp stands out due to its robust financial health, low-risk deposit base, and impressive earnings growth of 38.8%, trading at a 27% discount to its estimated fair value. Waterstone Financial demonstrates a solid foundation in southeastern Wisconsin, with a healthy net interest margin and a compelling P/E ratio of 13x. IDT Corporation, a communications and payment services provider, is noted for its debt-free status, significant undervaluation (83.5% below fair value), and a strong track record of growth.

The report emphasizes the importance of fundamental analysis – assessing a company's financial health, growth potential, and risk management – when seeking investment opportunities. It highlights the benefit of focusing on smaller, less-followed companies (small-cap stocks) which can offer superior growth potential when their fundamentals are strong and market conditions are favorable.

Simply Wall St's screener facilitates this process by providing a concentrated list of stocks meeting specific criteria. The report encourages investors to delve deeper into the individual companies’ profiles, utilizing tools like Simply Wall St’s health reports and historical performance reports for further insights.

Furthermore, the article promotes the Simply Wall St platform as a tool for investors to monitor their portfolios, track vital stock data, and gain access to global market insights. It emphasizes identifying companies with strong cash flow potential and trading below their fair value.

The article serves as a general guide to identifying overlooked investment opportunities within the small-cap segment, urging investors to consider fundamental analysis and leveraging tools like Simply Wall St's screener to efficiently filter potential investments.

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German Translation (approx. 600 words)

Zusammenfassung (ca. 550 Wörter)

Stand Februar 2026 erlebt die US-Aktienmärkte einen positiven Trend, der vor allem durch unerwartet starke Produktionsaktivitäten und positive Wirtschaftsaussichten angetrieben wird. Dies hat zu erheblichen Gewinnen in wichtigen Indizes wie dem Dow Jones und dem S&P 500 geführt, was eine günstige Umgebung für die Identifizierung unterbewerteter Chancen schafft. Insbesondere konzentriert sich der Artikel auf „Unentdeckte Juwelen“ – Small-Cap-Aktien mit starken Fundamentaldaten, die von der breiteren Marktbeobachtung übersehen werden.

Der Artikel präsentiert einen von Simply Wall St entwickelten Screener, der 316 Aktien aufgrund von Kriterien wie Verschuldungs-zu-Eigenkapital-Verhältnissen, Umsatz- und Gewinnwachstum sowie Gesundheitsbewertungen identifiziert. Die zehn Top-Aktien, die im Bericht hervorgehoben werden (zum Zeitpunkt der Erstellung), sind First Bancorp, Security Federal, Morris State Bancshares, Cashmere Valley Bank, Affinity Bancshares, Winchester Bancorp, NameSilo Technologies, Pure Cycle, Union Bankshares und Oxford Bank. Diese Unternehmen weisen eine Vielzahl von Merkmalen auf, von starken Bankgeschäften bis hin zu innovativen Technologie-Lösungen.

Mehrere einzelne Unternehmen werden im Detail untersucht, um die Methodik des Screeners zu veranschaulichen. Greene County Bancorp sticht hervor aufgrund seiner robusten finanziellen Gesundheit, seiner risikoreichen Depositbasis und seines beeindruckenden Gewinnwachstums von 38,8 %, das um 27 % unter seinem geschätzten fairen Wert liegt. Waterstone Financial demonstriert eine solide Basis in Southeastern Wisconsin mit einer gesunden Nettozinssatz und einem attraktiven KGV von 13x. IDT Corporation, ein Anbieter von Kommunikations- und Zahlungsdiensten, wird für seinen schuldenfreien Status, seine erhebliche Unterbewertung (83,5 % unter dem fairen Wert) und seine starke Wachstumsbilanz gelobt.

Der Bericht betont die Bedeutung der Fundamentalanalyse – die Bewertung der finanziellen Gesundheit, des Wachstumspotenzials und des Risikomanagements eines Unternehmens – bei der Suche nach Anlagechancen. Er hebt den Vorteil hervor, sich auf kleinere, weniger verfolgte Unternehmen (Small-Cap-Aktien) zu konzentrieren, die ein besseres Wachstumspotenzial bieten können, wenn ihre Fundamentaldaten stark sind und die Marktbedingungen günstig sind.

Simply Wall St's Screener erleichtert diesen Prozess, indem er eine konzentrierte Liste von Aktien bereitstellt, die bestimmten Kriterien entsprechen. Der Bericht ermutigt Investoren, tiefer in die Profile der einzelnen Unternehmen einzutauchen, indem sie Tools wie Simply Wall St's Gesundheitsberichte und historische Performance-Berichte zur weiteren Analyse nutzen.

Darüber hinaus fördert der Artikel die Simply Wall St Plattform als Werkzeug für Investoren, um ihre Portfolios zu überwachen, wichtige Aktiendaten zu verfolgen und Zugang zu globalen Marktinsights zu erhalten. Es wird empfohlen, Unternehmen mit starkem Cash-Flow-Potenzial und die unter ihrem fairen Wert gehandelten Aktien zu identifizieren.

Der Bericht dient als allgemeine Anleitung zur Identifizierung unterbewerteter Investitionsmöglichkeiten im Small-Cap-Segment und fordert Investoren auf, die Fundamentalanalyse zu berücksichtigen und den Simply Wall St Screener zu nutzen, um potenzielle Investitionen effizient zu filtern.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

IDT Corporation

NEUARK, NJ, 3. Dezember 2025 (GLOBE NEWSWIRE) – IDT Corporation (NYSE: IDT), ein globaler Anbieter von Fintech- und Kommunikationslösungen, kommentierte heute die Entscheidung des Obersten Gerichts von Delaware, die die Entscheidung des Court of Chancery nach dem Urteil bestätigt und feststellt, dass Straight Path Communications Inc. (“Straight Path”) keine Schäden erlitten hat.

“Wir freuen uns sehr über heute’s Urteil des Obersten Gerichts von Delaware, das diese Klage beendet und die Entscheidung des Court of Chancery bestätigt. Diese Entscheidung hat alle Ansprüche gegen IDT abgewiesen und festgestellt, dass Straight Paths Anteilseigner im Gegensatz zu den Behauptungen der Kläger keinerlei Schäden erlitten haben,” sagte Shmuel Jonas, CEO von IDT. “Wir haben von Anfang an gesagt, dass diese Aktionsgruppe ohne Grundlage war, und heute’s Urteil, das die Entscheidung des Court of Chancery bestätigt, rechtfertigt IDT’s Position.”

Straight Path wurde 2013 von IDT ausgegliedert, und 2017 wurde es an Verizon Communications für 3,1 Milliarden Dollar verkauft. Die Entscheidung des Court of Chancery kam in einer Aktionsgruppe von 2017 durch Kläger im Namen der ehemaligen Aktionäre der ehemaligen Tochtergesellschaft des Unternehmens, Straight Path, zustande.

Alle Aussagen, die nicht rein historische Fakten darstellen, einschließlich, aber nicht beschränkt auf solche, in denen wir die Wörter „glauben“, „erwarten“, „erwarten“, „planen“, „intendieren“, „schätzen“ und ähnliche Ausdrücke verwenden, sind als forward-looking Statements im Sinne des Private Securities Litigation Reform Act von 1995 zu verstehen. Während diese forward-looking Statements unsere aktuelle Einschätzung dessen darstellen, was in der Zukunft passieren könnte, können tatsächliche Ergebnisse aufgrund zahlreicher wichtiger Faktoren erheblich von den Ergebnissen abweichen, die in diesen Aussagen oder impliziert werden. Unsere Einreichungen bei der SEC enthalten detaillierte Informationen zu diesen Aussagen und Risiken, und diese sollten zusammen mit dieser Veröffentlichung konsultiert werden. IDT übernimmt keine Verpflichtung, forward-looking Statements zu aktualisieren, soweit dies unter geltendem Recht zulässig ist.

Über IDT Corporation (siehe Original Text für den vollständigen Abschnitt)

Contact: Bill Ulrey IDT Investor Relations Phone: (973) 438-3838 E-mail: invest@idt.net

Hinweis: Die Nummerierung der Hashtags wurde beibehalten, um die ursprüngliche Darstellung beizubehalten.