Monday, May 4, 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 Alphabet Inc. (GOOGL), Walmart Inc. (WMT) and Micron Technology, Inc. (MU), as well as a micro-cap stock NeurAxis, Inc. (NRXS). 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
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You can read today’s AWS here >>> Pre-Markets Mixed to Begin New Trading Week
Today’s Featured Research Reports
Alphabet’s shares have outperformed the Zacks Internet – Services industry over the past six months (+34.4% vs. +30.9%). The company’s AI-led product cycle continues to support growth across Search, Cloud and subscriptions. Search is benefitting from AI Overviews and AI Mode, which are driving higher usage and enabling new ad formats such as AI Max and direct offers in AI Mode.
Google Cloud is scaling faster as enterprises adopt AI infrastructure and AI solutions, and rising backlog provides better revenue visibility over the next two years. Paid subscriptions across Google One and YouTube keep expanding, supporting a more diversified revenue mix, while Waymo’s ride volumes point to steady progress in Other Bets.
Alphabet retains ample liquidity, but higher debt and elevated capital spending needs limit near-term flexibility and can create volatility in free cash flow. Overall, execution gains are balanced by spending, competition and legal risk.
(You can read the full research report on Alphabet here >>>)
Shares of Walmart have outperformed the Zacks Retail – Supermarkets industry over the past six months (+30.1% vs. +28.8%). The company continues to strengthen its position as a leading omnichannel retailer, supported by its scale, price leadership and expanding digital ecosystem. Walmart is benefiting from consistent traffic gains, resilient demand and increasing contributions from higher-margin businesses such as advertising and membership.
The company’s integrated store and e-commerce model enables faster fulfillment, while ongoing investments in automation and technology are improving efficiency. Disciplined inventory management and a growing marketplace platform are also supporting better working capital and profitability.
While Walmart remains well placed to drive steady sales and earnings growth, margin expansion could remain gradual due to continued investments, mix shifts toward essentials and external factors such as tariffs and macroeconomic uncertainty.
(You can read the full research report on Walmart here >>>)
Micron’s shares have outperformed the Zacks Computer – Integrated Systems industry over the past six months (+146.1% vs. +41%). The company is benefiting from the rapidly expanding artificial intelligence (AI)-driven memory and storage markets. The positive impacts of inventory improvement across multiple end markets are driving top-line growth.
The surging demand for HBM and robust DRAM pricing recovery will aid significant revenue and earnings growth in the coming quarters. Its solid financials, positive free cash flow and strong balance sheet provide the flexibility to invest in growth initiatives while enhancing shareholder value.
Micron’s long-term customer agreements and expanding AI partnerships reduce volatility and enhance revenue visibility. Nonetheless, rising operating costs and a massive increase in capital expenditure pose a downside risk to Micron’s near-term profitability.
(You can read the full research report on Micron here >>>)
Shares of NeurAxis have outperformed the Zacks Medical Info Systems industry over the past six months (+219.7% vs. -34.9%). This microcap company with a market capitalization of $92.96 million targets a large, underserved gut-brain disorder market with a differentiated, non-pharmacologic neuromodulation therapy supported by clinical validation and guideline inclusion.
The investment thesis centers on expanding payer coverage, improving reimbursement infrastructure, and a scalable, payer-focused commercialization model that can drive broader adoption across pediatric and adult populations. Early revenue growth and high-margin potential reflect operating leverage as utilization increases, while pipeline expansion and new products add optionality.
However, the story remains execution-driven, with risks tied to reimbursement consistency, adoption pace and ongoing capital needs. Continued losses and dilution risk highlight reliance on external funding. The valuation implies strong adoption and scaling, leaving limited margin for missteps.
(You can read the full research report on NeurAxis here >>>)
Other noteworthy reports we are featuring today include Thermo Fisher Scientific Inc. (TMO), Seagate Technology Holdings plc (STX) and Roper Technologies, Inc. (ROP).
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>>>
