Top Research Reports for Oracle, AstraZeneca & Shopify

Thursday, September 11, 2025

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 Oracle Corp. (ORCL), AstraZeneca PLC (AZN) and Shopify Inc. (SHOP), as well as a micro-cap stock Blue Ridge Bankshares, Inc. (BRBS). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only researchof 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 >>>

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You can read today's AWS here >>> Jobless Claims Spike to +263K, CPI Mild & In-Line

Today's Featured Research Reports

Oracle’s shares have outperformed the Zacks Computer - Software industry over the year-to-date period (+89.3% vs. +20%). The company’s reported first-quarter fiscal 2026 results with total revenue of $14.9 billion, up 12% year-over-year. Cloud revenue grew 28% to $7.2 billion, driven by infrastructure demand. 

The standout metric was remaining performance obligations (RPO) surging 359% to $455 billion after signing four multi-billion-dollar contracts with three customers. Non-GAAP earnings per share reached $1.47, up 6%, while GAAP EPS declined 2% to $1.01. 

Software revenue decreased 1% to $5.7 billion. Oracle projects cloud infrastructure revenue to reach $18 billion in fiscal 2026, then grow to $32B, $73B, $114B and $144B over four years. The company expects $35 billion in capital expenditures for fiscal 2026, primarily for revenue-generating equipment to support massive cloud infrastructure expansion.

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

Shares of AstraZeneca have outperformed the Zacks Medical - Biomedical and Genetics industry over the year-to-date period (+26.5% vs. +5.6%). The company has a diverse product portfolio and a global footprint. Its key drugs like Lynparza, Tagrisso, Imfinzi, Farxiga and Fasenra should keep driving revenues. AstraZeneca’s pipeline is strong, with pivotal late and mid-stage pipeline data readouts lined up. 

AstraZeneca has also been engaged in external acquisitions and strategic collaborations to boost its pipeline while investing in geographic areas of high growth like emerging markets. Backed by its new products and pipeline drugs, AstraZeneca believes it can post industry-leading top-line growth in the 2025-2030 period.

However, potentially lower sales of Farxiga in China, the impact of Part D redesign on U.S. oncology sales and biosimilar/generic erosion of some key drugs are hurting the top line in 2025.

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

Shopify’s shares have outperformed the Zacks Internet - Services industry over the year-to-date period (+36% vs. +5.6%). The company’s second-quarter performance benefited from strong growth in its merchant base.

New merchant-friendly tools like Shop Minis, Shop Cash, and Sign in with Shop, Shop Pay solutions helped the company to win merchants regularly. Strong adoption of these solutions holds promise for Shopify’s prospects. 

The company’s investment in AI-driven tools, such as Catalog, Universal Cart and Sidekick, helped merchants improve customer engagement and streamline operations. The company also gained traction with large brands like Starbucks and Canada Goose, showcasing its enterprise appeal. An expanding partner base further expanded the company’s merchant base. 

However, Shopify faced gross margin pressure due to higher hosting costs, the return to three-month paid trials, and the expanded PayPal partnership, which carried lower margins.

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

Shares of Blue Ridge Bankshares have outperformed the Zacks Banks - Northeast industry over the year-to-date period (+29.2% vs. +9.1%). This microcap company with market capitalization of $380.48 million has rebuilt capital strength, with tangible common equity at 13.4% and total risk-based capital well above OCC thresholds, enabling regulatory compliance, a $15 million note redemption and a $15 million buyback plan. 

Core deposits remain resilient despite fintech BaaS exit and brokered deposit runoff, supporting NIM expansion to 3.15% as funding costs fell. Strategic retrenchment simplifies operations, enhances compliance and cuts expenses, enabling a return to profitability in second-quarter 2025. Liquidity coverage is robust at 183.3% of uninsured deposits. 

Yet, revenue diversification is diminished, loan balances are shrinking, costs remain elevated and regulatory constraints cap flexibility. The valuation suggests investors are paying a premium for stabilization progress, but upside may be capped by growth constraints.

(You can read the full research report on Blue Ridge Bankshares here >>>)

Other noteworthy reports we are featuring today include The Charles Schwab Corp. (SCHW), Petróleo Brasileiro S.A. - Petrobras (PBR) and Carnival Corp. & plc (CCL).

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>>>

Today's Must Read

Oracle (ORCL) Gains from Cloud Suite Adoption & Partnerships

Key Drugs Aid AstraZeneca (AZN) Sales, Pipeline Strong

Product Rollouts & Growing Merchant Base Aid Shopify (SHOP)

Featured Reports

Petrobras (PBR) to Gain from International Expansion
The Zacks analyst believes that Petrobras' expanded footprint in prolific basins of Colombia and South Africa will enhance its future production resulting in increased profitability.

Strong Booking Trends Aid Carnival (CCL), High costs Ail
Per the Zacks analyst, Carnival benefits from resilient travel demand, increased booking volumes and marketing efforts. However, increased operating expenses and cruise costs are concerns.

Key Acquisitions and Diverse Customer Base Aid NRG Energy (NRG)
Per the Zacks analyst, NRG Energy expands its operations through strategic acquisitions. Diverse customer base and strong customer retention will boost its performance.

Church & Dwight (CHD) Strategic Efforts & Brands Bode Well
Per Zacks analyst, Church & Dwight strengthens its market position through a robust brand portfolio, strategic pricing and innovation. Momentum in the e-commerce unit is also yielding results.

Tenet (THC) to Gain From USPI Strength & Strategic Divestments
Per the Zacks analyst, the rising surgical cases in the USPI business will drive Tenet Healthcare's performance, while divestments will help allocate capital to higher-return investments.

LogoIntern Buyout Aids FactSet (FDS) Amid High Competition
Per the Zacks analyst, the LogoIntern acquisition supports FactSet's new Pitch Creator solution by automating manual tasks for junior bankers. Rising competition from other players is an overhang.

Viavi (VIAV) Rides on Holistic Growth, Solid Demand Trends
Per the Zacks analyst, Viavi is likely to benefit from a holistic growth model backed by accretive acquisitions and organic growth with a comprehensive product portfolio and solid demand trends.

New Upgrades

Strategic Acquisitions, Higher Rates to Aid Schwab (SCHW)
Per the Zacks analyst, Schwab's inorganic growth efforts will likely keep supporting the top line and market share. Given the high interest-rate environment, its margins will be positively impacted.

Semiconductor Growth Aids Advanced Energy's (AEIS) Prospects
Per the Zacks analyst, AEIS benefits from robust semiconductor sales and AI investments, supporting revenue and profitability.

Strong uptake of XT Amplify Program Aids Omnicell (OMCL)
The Zacks analyst is impressed with the strong uptake of Omnicell's XT Amplify program which is helping it to gain good momentum in automation and analytics business.

New Downgrades

Weakening Demand & Rising Expenses to Ail Winnebago (WGO)
Per the Zacks analyst, weakening dealer demand is likely to hit Winnebago's fiscal 2025 revenues. Rising operating expenses are likely to hurt the company's margins.

Rising R&D Expenses, High Debt Level to Ail Allison (ALSN)
Per the Zacks analyst, rising R&D expenses to fund product development are likely to hurt Allison's margins. High debt levels are also concerning.

Avantor (AVTR) Hit by Weak Labs Unit, Forex & Tariff Woes
Per the Zacks analyst, Avantor faces stiff competition, regulatory hurdles, weak Labs demand and forex fluctuations. Still, its strong product suite and strategic deals offer growth potential.

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

Zacks Investment Research