Top Analyst Reports for Dell, Marvell & Verizon Communications

Friday, August 21, 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 Dell Technologies Inc. (DELL), Marvell Technology, Inc. (MRVL) and Verizon Communications Inc. (VZ), as well as two micro-cap stocks, Tandy Leather Factory, Inc. (TLF) and Moving iMage Technologies, Inc. (MITQ). These research reports have been hand-picked from 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 >>> Pre-Markets Fill Holes Left on Thursday

Today's Featured Research Reports

Dell’s shares have outperformed the Zacks Computer - Micro Computers industry over the past year (+232.3% vs. +43.8%). Per the Zacks analyst, the company is benefiting from strong AI server demand, faster customer deployments and broader growth across traditional servers, storage and commercial PCs. Improving ISG profitability is also supporting cash generation and shareholder returns.

However, an unfavorable AI product mix, memory constraints, competitive pricing and unfavorable foreign exchange are pressuring gross margins. The company also remains exposed to balance-sheet leverage.

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

Marvell’s shares have outperformed the Electronics - Semiconductors industry over the past year (+243.9% vs. +48.7%). The Zacks analyst believes that the company is benefiting from strong AI-driven data center demand, with custom silicon, interconnect, switching and optics supporting growth. Its expanded NVIDIA partnership and recent acquisitions strengthen its position in hyperscaler infrastructure, while communications demand is recovering.

Yet, profitability remains sensitive to product mix, and the business is concentrated among a limited number of customers. Export controls, tariffs and overseas shipments pose risks, while intense competition could pressure demand and margins.

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

Verizon’s shares have underperformed the Zacks Wireless National industry over the last six months (-1.0% vs. +88.1%). The Zacks analyst believes that AT&T faces intense competition in the U.S. wireless market, while high capital requirements and elevated leverage following recent acquisitions continue to constrain financial flexibility.

On the positive side, Verizon is improving customer acquisition, reducing churn and expanding broadband. Its converged offerings, Frontier integration, operating improvements, AI infrastructure initiatives and planned BT joint venture support longer-term growth prospects.

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

Tandy Leather’s shares have underperformed the Zacks Retail - Apparel & Shoes industry over the past year (-19.1% vs. -4.2%). The Zacks analyst believes that the company faces thin profitability and limited cushion against tariff-driven sourcing inflation, rising lease obligations and escalating operating expenses. Its reliance on U.S. discretionary spending also leaves the business vulnerable to weaker consumer demand.

Yet, pricing optimization, favorable product mix and stronger community engagement are supporting margins and operating leverage. A debt-free balance sheet, positive cash generation and shareholder-friendly capital allocation provide strategic flexibility.

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

Moving iMage’s (MiT) shares have underperformed the Zacks Technology Services industry over the last six months (-12.4% vs. +0.1%). The Zacks analyst believes that the company faces declining cash balances, elevated inventory and working-capital requirements, while project-driven revenue volatility and customer concentration add risk. Unresolved internal-control weaknesses could also weigh on investor sentiment.

However, MiT is benefiting from improving profitability and premium cinema upgrade trends. The DCS acquisition and Alamo Drafthouse agreement strengthen its position in immersive, premium-format theaters and support operating efficiency.

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

Other noteworthy reports we are featuring today include Sony Group Corp. (SONY), Altria Group, Inc. (MO) and Phillips 66 (PSX).

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

Solid Demand for AI Servers Aids Dell Technologies (DELL)

Solid Demand Across Data Center Market Aid Marvell (MRVL)

Verizon (VZ) Rides on Strong Customer Growth, Improving Churn Rate

Featured Reports

Planned Investments, Permian Basin Focus Aid Occidental (OXY)
Per the Zacks analyst Occidental's investments to strengthen infrastructure and strong contribution from Permian Basin operation will drive its performance over the long run.

DSA Business Aids Charles River (CRL) Amid Unfavorable FX
Per the Zacks analyst, the DSA segment holds strong potential for Charles River's long-term growth. Yet, challenges in terms of unfavorable foreign exchange might hurt growth.

Phillips 66's (PSX) Diversified Business Model Aids Growth
Phillips 66's focus on multiple sectors, like refining and midstream, diversifies its earnings & improves resilience. However, its exposure to refining & chemicals cycles concerns the Zacks analyst.

Portfolio Management Aid AGNC Investment (AGNC), Funding Cost Ail
Per the Zacks analyst, AGNC Investment's strategic portfolio repositioning moves cushion it from higher interest rates and prepayments. Yet, high funding costs remains a concern.

American Tower (AMT) Gains From Tower Demand Amid Debt Burden
Per the Zacks analyst, American Tower gains from the network investments by wireless carriers amid growth in wireless data consumption. However, debt burden and customer concentration remain concerns.

Dutch Bros (BROS) Leans on Expansion Amid Rising Costs
Per the Zacks analyst, Dutch Bros' transaction growth, loyalty engagement and expanding store base should support sales. However, higher coffee costs and execution risks remain concerns.

Altria (MO) Benefits From Strategic Pricing Initiatives
Per the Zacks analyst, Altria is benefiting from robust pricing actions. In the second quarter of 2026, higher pricing strategies aided revenues across the Smokeable Products and Oral Tobacco category

New Upgrades

Solid Momentum in Music and G&NS Segment Sales Benefits SONY
Per the Zacks analyst, strength in the Game & Network Services, notably software sales and Music units, is driving Sony's performance. Higher operating income is a key catalyst.

High Demand for Repligen's (RGEN) Product Portfolio Aid Growth
Per the Zacks analyst, Repligen's product franchises are generating significant revenues owing to continued demand. Recent acquisitions to diversify its business are also driving the top line.

Strength in Network Infrastructure Unit Aids EnerSys (ENS)
Per the Zacks analyst, EnerSys' Network Infrastructure segment is driven by strength in data centers, communications and power electronics. Its shareholder-friendly measures are encouraging.

New Downgrades

Rising Expenses & Volatile Cash Flow Weigh on AMERISAFE (AMSF)
Per the Zacks analyst, AMERISAFE's rising expenses are likely to pressure profitability. Also, volatile free cash flow may limit financial flexibility and weigh on the company's performance.

Rising Expenses and Elevated Debt are S&P Global's (SPGI) Headwinds
Per the Zacks analyst, escalating expenses tied to multiple acquisitions continue to pose a headwind to S&P Global's growth. Elevated debt due to increased investments also remains a concern.

Weak OSB Pricing & Housing Market Hurt Louisiana-Pacific (LPX)
Per the Zacks analyst, Louisiana-Pacific is hurting because of unfavorable OSB pricing, weak housing demand and rising input costs. Also, elevated freight costs and operating disruptions add to it.

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

Zacks Investment Research