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Source document· October 31, 2025

The Zacks Analyst Blog Highlights Broadcom, Johnson & Johnson, Palantir Technologies, Fossil Group and Moving iMage

View original at finance.yahoo.com
The Zacks Analyst Blog Highlights Broadcom, Johnson & Johnson, Palantir Technologies, Fossil Group and Moving iMage For Immediate Release Chicago, IL – October 31, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog…
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  • J&J has rapidly advanced its pipeline this year that will help drive growth through the back half of the decade

    80% confidence
  • The turnaround plan targets $30 million in FY25 savings through supply chain, pricing and vendor initiatives

    80% confidence
  • Roughly more than 90% of Broadcom's largest 10,000 customers have adopted VCF as of fiscal third quarter

    80% confidence
  • Broadcom expects fourth-quarter fiscal 2025 AI revenues to jump 66% year over year to $6.2 billion

    80% confidence
  • J&J expects sales growth in both segments to be higher in 2026

    80% confidence
  • Gross margins in fiscal fourth quarter are expected to contract sequentially

    80% confidence
  • Since 2000, Zacks' top stock-picking strategies have blown away the S&P's +7.7% average gain per year with average gains of +48.4%, +50.2% and +56.7% per year

    80% confidence
  • Management guides for further margin gains as SG&A savings and licensing efficiencies take hold

    80% confidence
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Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Berkshire Hathaway
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