Top Analyst Reports for NVIDIA, Berkshire Hathaway & GE Aerospace

Tuesday, September 22, 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 NVIDIA Corp. (NVDA), Berkshire Hathaway Inc. (BRK.B) and GE Aerospace (GE). 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 >>> Still Waters Bring Mixed Pre-Market Levels

Today's Featured Research Reports

Shares of NVIDIA have gained +27.8% over the past year against the Zacks Semiconductor - General industry’s gain of +35.6%. The company continues to benefit from broad demand for accelerated computing as customers build AI factories across hyperscalers, AI clouds, enterprises and sovereign buyers.

Blackwell Ultra is supporting growth while Vera Rubin broadens the platform across GPUs, CPUs, networking and software. Customer diversification, rising system content and usage-linked opportunities extend the runway, while cash generation supports capital returns. China remains largely closed to data center compute, and NVIDIA is taking on larger supply commitments, customer credit support and long-dated guarantees. 

Customer concentration, rising operating investment and competition add uncertainty. Even so, platform leadership, product cadence and expanding AI infrastructure demand give the positive drivers greater weight in the current risk-reward profile.

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

Berkshire Hathaway’s shares have gained +1.6% over the past year against the Zacks Insurance - Property and Casualty industry’s gain of +2.8%. The company benefits from diversified businesses, disciplined underwriting and a large liquidity base that support durable earnings capacity and flexible capital allocation. Insurance float remains a low-cost funding source, while manufacturing, services, BNSF and Berkshire Hathaway Energy broaden the earnings mix. 

Recent acquisitions and renewed share repurchases show multiple avenues for deploying capital. Still, insurance results remain exposed to catastrophe losses and rising claim frequency and severity. Lower short-term rates are reducing insurance investment income, while BNSF and BHE require substantial capital spending. 

Greg Abel is now leading the company, leaving execution under the new leadership structure as an important watchpoint. These offsets support an overall balanced risk-reward profile and a Neutral view.

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

Shares of GE Aerospace have outperformed the Zacks Aerospace - Defense industry over the past year (+4.9% vs. -13.2%). The company has been witnessing strength in its businesses, driven by robust demand for commercial engines, propulsion and additive technologies. Rising U.S. & international defense budgets, geopolitical tensions, positive airline & airframer dynamics and robust demand for commercial air travel augur well for the company. 

GE Aerospace’s portfolio-reshaping actions are likely to unlock value for its shareholders. The company raised its dividend by 30.6% to 36 cents per share in February 2026. 

However, it has been dealing with high costs and expenses related to certain projects and restructuring activities, which are likely to affect its margins and profitability. Supply-chain disruptions may also result in delays and increased costs. Given GE Aerospace’s international presence, foreign exchange headwinds might be worrying for the company.

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

Other noteworthy reports we are featuring today include Intel Corp. (INTC), Morgan Stanley (MS) and Arm Holdings plc (ARM).

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

NVIDIA's (NVDA) Data Center Biz Gains From Growing Adoption of GPUs

Berkshire (BRK.B) Set to Gain on Solid Insurance Business

Commercial Engines Drives GE Aerospace (GE), High Debt Hurts

Featured Reports

Intel (INTC) Benefits From Growing AI and Data-Center Demand
Per the Zacks analyst, strong demand for AI and data-center infrastructure is likely to support Intel's top line. Its focus on AI-ready computing and advanced networking solutions is positive.

High Cloud AI adoption benefits Arm Holdings (ARM) Amid Rising Costs
Per the Zacks analyst, rising adoption of compute platforms across cloud artificial intelligence is benefiting ARM. However, Elevated expenses due to increased investments remain a concern.

Dollar Tree (DLTR) Gains From Strong Comps & Store Initiatives
Per the Zacks analyst, Dollar Tree is benefiting from broad category growth, multi-price adoption and store improvements, while measured expansion and reinvestment support future sales.

Balanced Aerospace & Defense Portfolio Supports Textron (TXT)
Per the Zacks analyst, Textron gains from diversified exposure across business aviation, helicopters, defense platforms and aftermarket services, supported by strong demand and defense modernization.

Antero Resources' (AR) Marcellus Expansion Aids Production Outlook
Per the Zacks analyst, Antero Resources' expansion of its core West Virginia Marcellus position enhances its production outlook. However, its exposure to commodity price volatility raises concerns.

Improving Air Traffic Aid Hexcel Corporation (HXL) Amid Labor Shortage
Per the Zacks analyst, Hexcel Corporation is likely to benefit from the improving air traffic. Yet labor shortage result in delays and likely impact operating results.

SL Green (SLG) Gains From Leasing Momentum, High Debt Remain Woe
Per the Zacks analyst, SL Green benefits from strong leasing, rising rents and broad tenant demand. However, elevated debt, interest expenses and refinancing exposure remain material risks.

New Upgrades

Solid IB Business, Strategic Expansion Efforts Aid Morgan Stanley (MS)
Per the Zacks analyst, solid IB business, strategic alliances/acquisitions, global footprint and Morgan Stanley's focus on less capital-markets-dependent operations will likely support its financials.

Semtech (SMTC) Rides on Rising Demand for AI Data Center Networking
Per the Zacks analyst, growing 800G demand and 1.6T FiberEdge and CopperEdge ramps are driving Semtech's data center growth.

Salix Business, New Product Approvals Boosts Bausch Health (BHC)
Per the Zacks analyst, strong Xifaxan growth, strategic acquisitions and new product approvals fuel Bausch Health's growth prospects. However, uncertainty around Bausch + Lomb separation is a concern.

New Downgrades

Soft WATCHMAN Demand, CRM Pressures Ail Boston Scientific (BSX)
The Zacks analyst is concerned with Boston Scientific facing a sharp U.S. WATCHMAN market slowdown, as higher clinical evidence impacts referral trends. Portfolio gaps within CRM are also worrying.

Rigetti (RGTI) Faces Rising Losses, Execution Risks Amid Quantum Push
Per the Zacks Analyst, Rigetti faces rising losses, execution and dilution risks, though cloud expansion, Novera sales, government ties and a solid cash position support longer-term potential.

Weak Housing Market & Margin Pressure Hurt NVR's Prospects
Per the Zacks analyst, NVR faces housing affordability constraints, softer settlements and margin pressure. Also, lower home prices and higher lot costs remain concerns.

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

Zacks Investment Research