Top Research Reports for Welltower, T-Mobile & Starbucks

Friday, October 30, 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 Welltower Inc. (WELL), T-Mobile US, Inc. (TMUS) and Starbucks Corp. (SBUX). 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

Welltower’s shares have outperformed the Zacks REIT and Equity Trust - Other industry over the year-to-date period (+26.9% vs. +12.7%). The company benefits from aging demographics, limited senior housing supply and continued occupancy and rate gains. Its Welltower Business System supports margin expansion, while data-led acquisitions and a shift toward seniors housing expand the growth runway. 

Management raised 2026 normalized FFO guidance as SHO NOI growth exceeded 20% for a 16th consecutive quarter. Low leverage, available liquidity and varied funding sources support further investment and the dividend. 

However, rapid acquisitions, integration needs and portfolio sales increase execution demands. Competition and operator concentration expose cash flows to local disruptions, while higher interest expense and macroeconomic uncertainty may constrain returns. The Neutral view balances favorable demand and operating prospects against financing and deployment risks.

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

Shares of T-Mobile have underperformed the Zacks Wireless National industry over the year-to-date period (-26.3% vs. +119.1%). The company’s mature wireless market requires sustained promotional spending to defend market share. High network and spectrum costs may weigh on cash flow. Higher account churn and the costs of premium devices may constrain profitability. Integration of acquired assets adds complexity, while substantial debt limits financial flexibility.

Nevertheless, T-Mobile reported strong third-quarter 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate. Its network quality and spectrum assets support customer gains across wireless and broadband. 

Higher postpaid revenue per account reflects premium plan adoption and deeper customer relationships. Enterprise demand, fixed wireless services and fiber partnerships offer room for further expansion. Rising service revenues and cash generation support continued dividends and buybacks.

(You can read the full research report on T-Mobile here >>>)

Starbucks’ shares have outperformed the Zacks Retail - Restaurants industry over the year-to-date period (+27.6% vs. -3.7%). The company reported mixed fourth-quarter fiscal 2026 results, with adjusted earnings beating the Zacks Consensus Estimate by 9.6% but net revenues missing the mark by 1.4%. Starbucks is seeing broader customer traffic, healthier store execution and sales growth under Back to Starbucks. 

Green Apron Service, loyalty engagement and menu innovation are supporting repeat visits, while coffeehouse upgrades add room for growth. An increasingly licensed international business and tighter cost control support margin recovery. Shares have outperformed the industry year to date. 

However, the China transition continues to reduce reported revenue and complicate comparisons. North American openings remain restrained as the development pipeline is rebuilt. Labor needs, product costs and technology investments also leave profitability dependent on execution. 

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

Other noteworthy reports we are featuring today include Automatic Data Processing, Inc. (ADP), TransDigm Group Inc. (TDG) and NetApp, Inc. (NTAP).

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

Limited Senior Housing Supply & Acquisitions Aid Welltower (WELL)

T-Mobile (TMUS) Benefits From Solid Demand Across Wireless Verticals

Starbucks (SBUX) Benefits From Traffic Growth Amid Cost Risks

Featured Reports

Integration of AI & Innovation Aid ADP, Escalating Talent Costs Hurt
Per the Zacks analyst, ADP's continued innovation and the integration of artificial intelligence (AI) across its offerings are improving productivity. Rising Talent expenses remain a concern.

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

Private Bank Expansion Aids Citizens Financial (CFG) Amid Rising Costs
Per the Zacks analyst, Citizens Financial's expansion of its Private Bank business and investments in key markets support long-term growth. However, higher expenses remain a key concern.

Synchrony Financial (SYF): Digital Growth Aids, Rising Costs Hurt
Per the Zacks analyst, digital expansion, strategic partnerships and CareCredit growth aid Synchrony's prospects. However, rising costs, retailer payments and credit risks remain concerns.

Expand Energy (EXE) to Gain from Strong Production Growth
The Zacks analyst believes that strong production growth driven by rising natural gas demand and can boost Expand Energy's earning potential, but infrastructure constraints remains a concern.

Tenable (TENB) AI Security Growth Faces Execution and Partner Risks
Per the Zacks analyst, rising demand for unified exposure management, Tenable One adoption and Hexa AI support growth. But partner concentration, execution challenges and competition remain risks.

Dana (DAN) Gains on Commercial Vehicle Demand Amid Cost Inflation
Dana is benefiting from improving commercial vehicle demand. However, cost inflation in energy, freight, commodities and labor continues to pressure its margins, per the Zacks analyst.

New Upgrades

NetApp (NTAP) Eyes Growth Through AI Storage & Flexible Cloud Services
Per the Zacks analyst, NetApp is benefiting from higher enterprise spending on AI-ready storage, with all-flash, Public Cloud and Keystone demand broadening across customer types.

Bio-Techne (TECH) Banks on Cell Therapies Prospect, Stable Solvency
The Zacks analyst is upbeat about Bio-Techne's cell and gene therapy prospects, owing to its portfolio of critical inputs and adjacent workflow tools. High cash reserves over debt are another plus.

Arhaus (ARHS) Banks on Product Innovation and Showroom Growth
Per the Zacks analyst, Arhaus' distinctive products, customization, interior design services and disciplined showroom expansion support long-term growth prospects.

New Downgrades

Macroeconomic Pressures Hurting Perrigo's (PRGO) Topline Growth
Though Perrigo has initiated several initiatives to lower its costs and improve margins, sales continue to be hurt due to macroeconomic pressures like currency headwinds and inflation.

Weak Commodity Prices and Lower Sales Ail Lindsay (LNN)
The Zacks analyst is concerned that lower sales in its North America irrigation business will hurt Lindsay's results in the near term. Weak commodity prices will also act as a woe.

Clorox (CLX) Faces Margin Pressure From Persistent Cost Inflation
Per the Zacks analyst, Clorox faces mounting margin pressure as commodity, manufacturing and logistics costs remain elevated, with fiscal 2027 inflation expected to exceed $200 million.

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

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