Friday, November 28, 2025
Today’s Research Daily from Zacks presents insights from our analyst team on 16 significant stocks, including Advanced Micro Devices (AMD), GE Aerospace (GE), and IBM (International Business Machines Corporation). These reports are selected from around 70 analyses released today.
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AMD has shown an impressive performance, outpacing the Zacks Computer – Integrated Systems industry this year (+77.3% compared to +76.9%). The positive outlook stems from robust demand for its EPYC processors, which are crucial for cloud and corporate workloads. Emerging AI applications alongside the rise of agent AI have generated an increased need for general computing infrastructure, which further boosts EPYC’s demand.
The uptake of EPYC by major cloud hyperscalers has seen significant growth. Besides EPYC, strong interest in AMD’s Instinct accelerators is also noteworthy. With the launch of the Instinct MI350 series, AMD enhances its system-level capabilities to support a seamless deployment with its CPUs, GPUs, and NICs.
AMD’s future looks promising, supported by a wide range of partners, including OpenAI, HPE, and Dell, among others. Yet, it’s important to mention that intense competition from NVIDIA and Intel continues to present challenges.
GE Aerospace, on the other hand, has outperformed the Zacks Aerospace & Defense sector (+78.6% vs. +27.8%). Its success can be attributed to the heightened demand for commercial engines, propulsion systems, and innovative additive technologies. Factors like increasing defense budgets in the U.S. and globally, rising geopolitical tensions, and a strong rebound in air travel are likely to favor the company.
Moreover, GE Aerospace’s portfolio restructuring efforts may unlock additional value for shareholders, illustrated by its recent 28.6% dividend increase in February 2025.
However, the company must manage significant costs related to ongoing projects and restructuring, which may squeeze margins. Supply chain disruptions also pose risks, and with its global operations, currency fluctuations could create complications.
IBM has gained +41.6% so far this year, in contrast to a +77% rise in the Zacks Computer – Integrated Systems industry. This growth is fueled by a surge in demand for complex infrastructure solutions, prompting many enterprises to adopt modern, cloud-agnostic strategies for secure multi-cloud management. This positions IBM for sustainable growth through advanced technologies and consulting expertise.
The firm’s big investment in the Watsonx platform is anticipated to be a cornerstone for its AI capabilities. Its focus on quantum technology for addressing complex challenges beyond traditional computing also offers an edge. However, it’s not all smooth sailing; concerns linger regarding weaknesses in traditional segments, fluctuating currencies, and integration risks tied to its acquisition strategies, not to mention its considerable debt.
Additionally, reports on Duke Energy Corporation (DUK), Vertiv Holdings Co (VRT), and PayPal Holdings, Inc. (PYPL) will also be highlighted today.
