Top Research Reports for Amazon, GE Aerospace & TotalEnergies

Thursday, October 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 Amazon.com, Inc. (AMZN), GE Aerospace (GE) and TotalEnergies SE (TTE). 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 >>>

Ahead of Wall Street

The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.

You can read today's AWS here >>> Inflamed Oil Prices Send Pre-Markets Lower

Today's Featured Research Reports

Amazon’s shares have outperformed the Zacks Internet - Commerce industry over the past year (+18.6% vs. +3.4%). The company’s international expansion and diversification across e-commerce, AWS cloud services, advertising and streaming create multiple revenue streams while reducing concentration risk. 

For the third quarter of 2026, Amazon guided net sales of $197-$202 billion and operating income of $22.5-$26.5 billion. AI integration across operations enhances personalization, logistics and AWS offerings, strengthening competitive positioning. 

However, substantial capital expenditure requirements for AI infrastructure and data centers strain financial resources and compress margins, with trailing-12-month free cash outflow reported at $7.6 billion. The company’s expanding debt burden reduces financial flexibility amid rising interest rates. Intensifying competition from Walmart, Microsoft Azure, and Google Cloud is an overhang.

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

Shares of GE Aerospace have declined -2.9% over the past year against the Zacks Aerospace - Defense industry’s decline of -19.4%. The company is facing higher production costs, inflation and unfavorable product mix which could weigh on margins. Persistent supply-chain constraints may delay deliveries and increase expenses. The planned acquisition of Consolidated Precision Products could add debt and financing obligations. 

Foreign exchange volatility and uncertain airline demand amid elevated fuel costs and geopolitical tensions pose further risks. These risks may weigh on GE Aerospace’s profitability in the quarters ahead.

Nevertheless, GE Aerospace benefits from rising demand for commercial engines and aftermarket services, supported by fleet expansion and higher aircraft utilization. Growing defense orders and investments in production and repair capacity further support its long-term prospects. Improved operational execution, healthy cash generation and shareholder-friendly policies are encouraging.

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

TotalEnergies’ shares have gained +44.4% over the past year against the Zacks Oil and Gas - Integrated - International industry’s gain of +56.1%. The company presents a balanced investment case, supported by its expanding global portfolio, resilient production outside disrupted regions and exposure to the entire global LNG value chain and emerging hydrocarbon basins. 

Contributions from new project start-ups and acquired assets are expected to boost volumes and support cash generation across market cycles. Investments in low-carbon businesses also provide a longer-term transition path and help align operations with emissions goals. 

However, geopolitical and security risks could disrupt operations, while dependence on acquired assets creates integration and execution challenges. Commodity price volatility may also weigh on margins and cash flow.

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

Other noteworthy reports we are featuring today include Phillips 66 (PSX), The Travelers Companies, Inc. (TRV) and América Móvil, S.A.B. de C.V. (AMX).

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

Amazon (AMZN) Rides on Prime & AWS Amid Rising Competition

Commercial Engines Unit to Aid GE Aerospace (GE), Costs Ail

Expanding LNG & Clean Energy Assets Aid TotalEnergies (TTE)

Featured Reports

Phillips 66's (PSX) Diversified Business Model Drives Resilience
Per the Zacks analyst, Phillips 66's diversified business platform supports earnings resilience. Its focus on shareholder returns and balance-sheet strength is also a key positive.

Travelers (TRV) Rides on Auto & Homeowners, Cat Loss Hurts
Per the Zacks analyst, consistent progress and strong market of the auto and homeowners business have driven revenues. However, exposure to catastrophe loss induces earnings volatility.

Subscriber Strength Drives America Movil (AMX) Amid Tariff Tensions
Per the Zacks analyst, increasing user count and widespread revenue growth across all business units and regions are driving America Movil's performance. U.S.-imposed tariff uncertainty looms.

Semtech (SMTC) Benefits From Strength in IoT System Segment
Per the Zacks analyst, Semtech is benefiting from strength in the IoT System segment, owing to its increasing customer-requested shipments on certain end-of-life models.

Spyre Therapeutics' (SYRE) Pipeline Advances, No Marketed Drug A Woe
Spyre's pipeline is progressing well across autoimmune diseases, led by inflammatory bowel diseases (IBD), but lack of a marketed drug remains a major concern per the Zacks analyst.

Diversified Platform & Capital Returns Aid Starwood Property (STWD)
Per the Zacks analyst, Starwood Property's diversified lending, servicing and real estate platform broadens its income sources. Consistent dividends and buybacks boost its shareholder returns.

OPKO Health's (OPK) Pipeline and Partnerships Drive Growth Prospects
Per the Zacks analyst, OPKO Health's diversified pharmaceutical portfolio, strategic partnerships with leading drugmakers and advancing clinical pipeline offer multiple avenues for long-term growth.

New Upgrades

Long-Term Contracts, Clean Energy Assets Aid Clearway Energy (CWEN)
Per the Zacks analyst, Clearway Energy benefits from long-term contracts and a clean energy portfolio that help meet rising electricity demand and support long-term growth.

RXO Benefits From Supply Tightening, Pricing Gains, AI Automation
Per the Zacks Analyst, supply tightening, pricing gains, AI-enabled operating leverage, service diversification and liquidity support RXO's better unit economics and market-share gains.

Urban Demand & Resort Pricing Aid Pebblebrook Hotel Trust (PEB) Growth
Per the Zacks analyst, Pebblebrook Hotel Trust benefits from recovering urban demand, resilient resort pricing and expense controls. Asset sales and stronger margins strengthen cash flows and returns.

New Downgrades

Affordability concerns and Margin Pressures Ail Asbury (ABG)
Affordability woes amid elevated vehicle prices and weakening new vehicle gross margins have made the Zacks analyst bearish on Asbury stock.

Kimberly-Clark (KMB) Faces Slowing Category Growth, Innovation Aids
Per the Zacks analyst, Kimberly-Clark faces slowing category growth, weak consumer sentiment and uneven demand. However, its Powering Care strategy and innovation pipeline offer some support.

Stadium Constraints & Long Venue Timelines Weigh on Live Nation (LYV)
Per the Zacks analyst, Live Nation is grappling with limited U.S. stadium availability and lengthy development timelines for new venues. Also, high debt and uneven capital spending are concerns.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

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

Zacks Investment Research