Top Analyst Reports for Eli Lilly, Palo Alto Networks & Texas Instruments

Wednesday, September 9, 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 Eli Lilly and Co. (LLY), Palo Alto Networks, Inc. (PANW) and Texas Instruments Inc. (TXN), as well as a micro-cap stock Stratus Properties Inc. (STRS). 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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Today's Featured Research Reports

Eli Lilly’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past year (+49.9% vs. +34.7%). The company has seen extraordinary momentum in its cardiometabolic franchise. Demand for its popular GLP-1 drugs, Mounjaro and Zepbound, remains strong, making them the company’s key top-line drivers. 

Lilly’s other new drugs like Kisunla, Omvoh and Jaypirca are also contributing to top-line growth. It is also making rapid pipeline progress in obesity and diabetes. Its new GLP-1 obesity pill, Foundayo, is expected to be a commercial game-changer. Its next-generation weight loss pill, retatrutide, if approved, could become another multibillion-dollar product. 

Lilly has announced several M&A deals aimed at diversifying beyond GLP-1 drugs and expanding its presence in immunology, oncology and neuroscience. Rising pricing pressure on some drugs and potential competition in the GLP-1 market are some top-line headwinds.  

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

Shares of Palo Alto Networks have outperformed the Zacks Security industry over the past year (+70.8% vs. +66.8%). The company continues to benefit as enterprises consolidate security tools and adapt defenses for AI-driven threats. Platformization is supporting larger customer commitments, while growth across SASE, software firewalls, Prisma AIRS, XSIAM, observability and identity broadens recurring revenues. 

CyberArk and Chronosphere are extending the company into new security categories, with integration progress supporting cross-selling. Cash generation remains healthy, and fiscal 2027 guidance points to continued revenue growth and operating-margin expansion. 

However, gross-margin compression from the cloud and SaaS mix, rising hosting and component costs, competition, a larger diluted share base and acquisition execution risks temper the outlook. The balance of durable demand drivers and execution risks supports a Neutral view.

(You can read the full research report on Palo Alto Networks here >>>)

Texas Instruments’ shares have outperformed the Zacks Semiconductor - General industry over the past year (+44.4% vs. +33.9%). The company is benefiting from broadening demand across industrial, data center and automotive markets, while its analog and embedded processing franchises support durable long-term growth. Internal manufacturing, expanding 300-millimeter capacity and CHIPS Act support strengthen supply control and cost efficiency. 

The Silicon Labs acquisition should deepen wireless connectivity capabilities and broaden embedded opportunities. Cash generation is recovering as revenue and factory loadings rise, supporting dividends and buybacks. Management also sees demand broadening into the second half of 2026. 

Risks remain from elevated debt, geopolitical and trade exposure, competition, seasonality and higher manufacturing costs. Still, broader end-market demand and rising free cash flow support an Outperform view for TXN shares.

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

Shares of Stratus have outperformed the Zacks Real Estate - Operations industry over the past year (+22.9% vs. -12.9%). This microcap company with a market capitalization of $151.26 million is anchored by its board-approved liquidation plan, which provides a defined path to monetizing assets and returning capital to shareholders. Strong liquidity, including $73.5 million in cash and additional revolver capacity, supports execution while allowing the company to advance development assets to value-enhancing milestones before sale. 

Near-term catalysts include pending asset dispositions at New Caney, Amarra Villas and Jones Crossing, which could generate additional cash. Holden Hills remains a key source of embedded value, supported by third-party validation through a joint venture transaction. 

However, key risks include significant 2026 debt maturities requiring refinancing, regulatory uncertainty surrounding Holden Hills development rights, continued weakness in multifamily markets, and declining recurring leasing income. Shares trade below book value but at a premium EV/sales multiple.

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

Other noteworthy reports we are featuring today include BP p.l.c. (BP), PayPal Holdings, Inc. (PYPL) and Raymond James Financial, Inc. (RJF).

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

Lilly (LLY) Key Drugs to Drive Sales Growth Amid Rising Competition

Palo Alto (PANW) Rides on Platform Consolidation

Texas Instruments (TXN) Gains From Robust Data Center Demand

Featured Reports

Two-Sided Platform & Rich Partner Base Aids PayPal (PYPL)
Per the Zacks Analyst, PayPal gains from its two-sided platform, rich partner base and expanding efforts. However, a challenging macroeconomic and competitive environment remains a woe.

Acquisitions to Aid Raymond James' (RJF) Top Line Amid Cost Woes
Per the Zacks analyst, while Raymond James' efforts to expand through acquisitions and its global diversification efforts are expected to result in higher costs, these will likely drive the top line.

Symbotic Rides on Contracted Programs Amid High Customer Concentration
Per the Zacks Analyst, Symbotic benefits from a large contracted backlog, operational systems and a broader product roadmap. High customer concentration and project delays continues to bother.

Akamai (AKAM) Rides on Solid Demand for Cloud and Security Solutions
Per the Zacks analyst, strong demand for cloud infrastructure services to support AI workloads is expected to drive Akamai's top line. Continued growth in cybersecurity solutions is a positive.

Somnigroup (SGI) Benefits From Integration and Global Expansion
Per the Zacks analyst, Somnigroup is benefiting from Mattress Firm synergies, vertical integration and international growth, supporting earnings diversification as bedding demand recovers.

Microinverter, Energy Storage Expansion Drive Enphase Energy (ENPH)
Per the Zacks analyst, Enphase Energy's microinverter and energy storage expansion should support growth. New products and multiyear safe-harbor volumes will broaden its growth opportunities.

Innodata (INOD) Gains From Diversification, Timing Risks Linger
Per the Zacks analyst, broader Big Tech exposure and expanding AI capabilities support growth. However, project timing and concentrated revenues keep earnings visibility uneven.

New Upgrades

BP (BP) to Benefit From Key Upstream Project Pipeline
The Zacks analyst likes BP for its multi-year upstream project pipeline and structural cost actions, which should support stronger cash flow and returns.

Merit Medical (MMSI) Gains from Broad Product Portfolio, Global Growth
Per the Zacks analyst, Merit Medical's product launches, R&D investments and expanding global footprint are strengthening growth prospects, while WRAPSODY offers additional upside in renal therapies.

Creation of New Revenue Streams, Upbeat EBIT Outlook Aid Garrett (GTX)
Per the Zacks analyst, Garrett's efforts to extend its high-speed turbomachinery capabilities into power generation bode well for its top-line growth. An upbeat EBIT outlook also sparks optimism.

New Downgrades

UK Operations Weighs on Group 1 Automotive's (GPI) Profitability
Group 1's U.K. operations face EV mandates, inflation, forex volatility and intense competition, pressuring sales and margins and keeping the Zacks analyst bearish on GPI.

Weak Volumes and Core Brands Weigh on Boston Beer (SAM)
Per the Zacks analyst, Boston Beer faces weak depletion and shipment trends as Twisted Tea and Truly lose volume and share, keeping its 2026 outlook tilted toward the lower end of expectations.

Exposure to Stiff Competition, Strict Regulation Ail EverQuote (EVER)
Per the Zacks analyst, Stiff Competition for traffic and provider budgets keeps variable marketing margins volatile. Also, strict regulation raises compliance costs, which increase expenses.

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

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