Top Research Reports for Toyota Motor, CrowdStrike & Welltower

Tuesday, September 1, 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 Toyota Motor Corp. (TM), CrowdStrike Holdings, Inc. (CRWD) and Welltower Inc. (WELL), as well as two micro-cap stocks Blue Ridge Bankshares, Inc. (BRBS) and Franklin Financial Services Corp. (FRAF). 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 >>>

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You can read today's AWS here >>> Pre-Market Futures Lower to Start September

Today's Featured Research Reports

Toyota Motor’s shares have outperformed the Zacks Automotive - Foreign industry over the past year (+1.6% vs. -19.4%). The company is well positioned to benefit from rising hybrid adoption, with expanding HEV sales, higher electrified vehicle penetration and continued investments in next-generation battery capacity supporting long-term demand. 

Toyota Motor’s growing value-chain businesses, including financing and connected services, provide stable recurring earnings, while a higher fiscal 2027 sales outlook and manufacturing expansion in key markets reinforce growth prospects. 

However, the investment case is tempered by expectations for lower fiscal 2027 operating income due to higher labor, depreciation and R&D costs. Persistent weakness in China, elevated leverage and Middle East uncertainty also pose risks. Thus, the stock warrants a cautious stance.

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

Shares of CrowdStrike have outperformed the Zacks Security industry over the past year (+123.5% vs. +90.2%). The company remains supported by sustained cybersecurity demand as enterprises consolidate tools on Falcon and expand adoption through Falcon Flex. AI security, cloud, identity and next-generation SIEM broaden the platform opportunity, while recurring subscriptions, partner reach and cash generation support continued investment and cross-sell. 

Record net new ARR and deeper Flex adoption point to healthy demand and improving customer expansion. At the same time, fiscal 2027 revenue growth remains below CrowdStrike’s earlier hypergrowth years, while sales, R&D and stock-based compensation remain elevated. 

Competitive pricing and macro-sensitive sales cycles could also slow bookings or constrain margins. These offsets balance the company’s expanding platform and improving operating leverage, supporting a Neutral stance.

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

Welltower’s shares have outperformed the Zacks REIT and Equity Trust - Other industry over the past year (+42.9% vs. +14.1%). The company’s investment case remains balanced. Favorable senior housing demographics, limited new supply and continued occupancy gains support pricing and operating leverage, while the Welltower Business System may extend margin expansion over time. 

Capital deployment remains focused on seniors housing, and ongoing outpatient medical sales are reshaping the portfolio toward rental housing for aging seniors. Low leverage and ample liquidity provide funding flexibility, and the higher dividend reflects confidence in cash flow durability. 

Offsetting these positives, competition and partner concentration remain relevant, interest expense is elevated, and the pace of acquisitions and dispositions raises execution risk. The Neutral view reflects attractive structural growth alongside transaction, financing and concentration risks.

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

Shares of Blue Ridge have outperformed the Zacks Banks - Northeast industry over the past year (+36.8% vs. +24.7%). This microcap company with a market capitalization of $349.79 million sees its investment case increasingly tied to its proposed HomeTrust combination, which would expand regional scale and deliver meaningful earnings-per-share accretion once cost savings are realized. 

The shift toward community banking is gaining traction, supported by loan growth, lower brokered funding and ample liquidity. Cost rationalization is improving operating leverage. However, earnings remain constrained by a smaller earning-asset and fee-income base, while core funding growth is yet to support the lending recovery. 

Rising nonperforming loans, reduced capital flexibility and merger execution risks warrant attention. The valuation suggests investors are assigning meaningful value to the turnaround and merger prospects, leaving less room for setbacks and making sustained earnings, credit quality and integration progress important for further upside.

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

Franklin Financial Services’ shares have outperformed the Zacks Banks - Northeast industry over the past year (+36.5% vs. +24.7%). This microcap company with a market capitalization of $278.75 million has its investment case rests on a large commercial real estate franchise supported by disciplined concentration management and targeted remediation of isolated problem credits. 

A growing core deposit base and an improved funding mix are lowering funding costs, supporting loan growth and strengthening liquidity without greater reliance on wholesale borrowings. These trends, along with expense discipline, are improving margins, profitability and operating leverage. Wealth management provides recurring fee income and revenue diversification. 

Strong capital generation, tangible book value growth and a well-capitalized balance sheet support continued expansion and shareholder distributions. While commercial real estate credit quality requires monitoring, improving watch-list trends, higher specific reserves and ample liquidity provide safeguards.

(You can read the full research report on Franklin Financial Services here >>>)

Other noteworthy reports we are featuring today include Gilead Sciences, Inc. (GILD), Apollo Global Management, Inc. (APO) and United Therapeutics Corp. (UTHR).

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

Value Chain Businesses Aid Toyota (TM) Amid Weakness in China

CrowdStrike (CRWD) Benefits From Falcon Platform Adoption

Senior Housing Demand & Limited New Supply Aid Welltower (WELL)

Featured Reports

Revenue Growth Supports Apollo (APO) Amid Rising Expenses
Per the Zacks analyst, Apollo's strong revenue growth, driven by Asset Management and Retirement Services, supports its financials. However, rising expenses may pressure profitability.

United Therapeutics (UTHR) Gains From Tyvaso & Pipeline; Risks Remains
UTHR's progress in idiopathic pulmonary fibrosis (IPF) and pulmonary arterial hypertension (PAH) is encouraging. Rising competition and generic pressure on marketed products concern the Zacks analyst.

Renewable Growth, Data-Center Demand and LNG Support AES Corp. (AES)
Per the Zacks analyst, AES will benefit from renewable expansion, contracted demand and data-center growth. Portfolio transition and LNG exposure should support long-term growth.

Diversified Businesses Aid UFP Industries (UFPI) Amid Weak Housing
Per the Zacks analyst, UFP Industries is gaining from a diversified portfolio, acquisitions and cost-control efforts. However, weak residential construction and lumber price volatility are concerns.

Alaska Air (ALK) Benefits From on Air Travel Demand, Labor Costs Ail
The Zacks Analyst is impressed with the fact that increased air-travel demand is aiding Alaska Air's top-line performance. Escalated labor and airport costs weigh on bottom-line growth.

Bath & Body Works' (BBWI) Consumer First Formula to Support Growth
Per the Zacks analyst, Bath & Body Works' Consumer First Formula is expected to support sustainable growth as digital gains, product innovation and wider distribution gain momentum.

AMN Healthcare (AMN) Gains From Workforce Demand and Technology
Per the Zacks analyst, improving travel nursing & allied staffing demand, MSP relationships and technology investments support growth, while declines in some segments and pricing pressures remain risk

New Upgrades

Strong HIV Franchise, Cancer Drug Trodelvy Fuel Gilead (GILD)
Per the Zacks analyst, Gilead's strong momentum in HIV franchise and breast cancer drug Trodelvy drive growth for the company. However, the Cell therapy franchise is facing challenges.

Etsy (ETSY) Gains From AI Personalization and Rising Engagement
Per the Zacks analyst, Etsy's AI-driven personalization, growing mobile engagement and stronger Gen Z and Millennial reach support marketplace growth and shareholder returns.

Credit Sales, Solid Balance Sheet Aid Bread Financial (BFH)
Per the Zacks analyst, Bread Financial is set to grow on strong credit sales aided by solid consumer spending. Moreover, its healthy balance sheet should drive long-term growth.

New Downgrades

Debt, Long Equipment Lead Times & Rising Costs to Hurt Archrock (AROC)
Per the Zacks analyst, debt, long equipment lead times, Permian exposure, softer aftermarket demand and rising costs increase execution risk, limiting Archrock's earnings visibility and flexibility.

Weakness in Europe & Challenges in Specialty Segment Ail LKQ
Per the Zacks analyst, LKQ slashed full-year 2026 organic growth guidance to a 1% to 3% decline due to weakness in its European business. Profitability in Specialty also remains a concern.

Optimum (OPTU) Plagued by Weak Demand in Residential Business
Per the Zacks analyst, declining broadband and video subscribers in the residential business will likely impact Optimum's top line. High debt burden remains a concern.

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

Zacks Investment Research