Top Analyst Reports for Eli Lilly, Cisco & KLA

Tuesday, November 3, 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), Cisco Systems, Inc. (CSCO) and KLA Corp. (KLAC), as well as two micro-cap stocks Oil-Dri Corp. of America (ODC) and NVE Corp. (NVEC). 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 >>> Q3 Earnings & JOLTS Report on Midterm Voting Day

Today's Featured Research Reports

Eli Lilly’s shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (+31.9% vs. +26.2%). The company’s Q3 earnings and sales beat estimates. 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 oral 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. 

Over the past couple of years, 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 Cisco have outperformed the Zacks Computer - Networking industry over the year-to-date period (+34.3% vs. +33.7%). The company’s prospects are benefiting from broad demand across networking, security and collaboration. AI infrastructure orders, integrated silicon and an end-of-support refresh opportunity support a multi-year networking cycle, while newer security products and Splunk’s recovery broaden the growth base. 

Cisco also retains operating leverage and continues to return cash to shareholders. Offsetting these positives, a hardware-led revenue mix is expected to limit gross-margin expansion, while services recovery should remain gradual. Competition across networking and security still requires sustained product execution.

Acquisition exposure and an elevated valuation leave less room for disappointment. The breadth of durable growth drivers outweighs these execution, margin and valuation risks, supporting the Outperform recommendation.

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

KLA’s shares have outperformed the Zacks Electronics - Miscellaneous Products industry over the year-to-date period (+26.5% vs. +12.5%). The company remains positioned to outperform as AI infrastructure spending broadens demand for process control across leading-edge logic, memory and advanced packaging. Rising chip complexity, larger die sizes and tighter defect requirements should increase inspection and metrology intensity. 

A growing backlog and expanding supply capacity provide visibility into 2027, while new fabs and advanced packaging offer further growth opportunities. Services add recurring revenue as the installed base expands. Operating profitability and cash generation support shareholder returns. 

KLA’s differentiated portfolio and scale support long-term earnings growth. Semiconductor cyclicality, customer concentration, export restrictions and elevated component costs remain risks, but structural demand and share opportunities outweigh these concerns.

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

Shares of Oil-Dri Corporation of America have outperformed the Zacks Chemical - Diversified industry over the year-to-date period (+43.5% vs. +23.2%). This microcap company with a market capitalization of $1.01 billion has a diversified portfolio, spanning fluids purification, cat litter, agriculture and animal health, supports its long-term growth prospects. 

Exposure to multiple filtration markets and strong customer retention provide revenue stability despite demand fluctuations. Expansion across cat litter formats, private-label offerings and distribution channels creates additional growth opportunities. 

Strengthening agriculture demand and Amlan’s expanding customer base further support business diversification. Healthy cash generation and financial flexibility enable continued investments, strategic acquisitions and shareholder returns. Its vertically integrated operations, substantial mineral reserves and manufacturing investments reinforce supply reliability and operational resilience.

(You can read the full research report on Oil-Dri Corporation of America here >>>)

NVE’s shares have outperformed the Zacks Electronics - Semiconductors industry over the year-to-date period (+35.3% vs. +9.2%). This microcap company with a market capitalization of $370.81 million has completed manufacturing expansion, which strengthens its ability to scale production while reducing the need for significant near-term capital spending. 

Growing adoption of miniaturized spintronic sensors in medical devices, industrial automation and robotics provides opportunities for long-term revenue growth. Rising distributor demand, new customer engagement and early design wins could support revenue diversification and gradually reduce reliance on large orders. 

NVE’s differentiated sensor technology, high isolation performance and intellectual property portfolio reinforce its competitive positioning in specialized applications. Expansion into robotics, precision motion systems and power conversion offers additional growth potential as customer programs advance toward commercialization.

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

Other noteworthy reports we are featuring today include Trane Technologies plc (TT), Monolithic Power Systems, Inc. (MPWR) and Flex Ltd. (FLEX).

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) GLP-1 Drugs Fuel Growth Amid Rising Competition

Cisco (CSCO) Rides on Strong Networking Solution Demand

KLA (KLAC) Rides on Strong Wafer Inspection Business

Featured Reports

Strong HVAC Market Aids Trane Technologies (TT), Competition High
Per the Zacks analyst, Trane Technologies' top-line gains is driven by a strong HVAC Market and broad-based project activity. Rising competition is an overhang.

Low-Cost Shale Growth and Refining Strength Boost YPF's Prospects
Per the Zacks analyst, growing Vaca Muerta shale output in its production mix and stronger downstream operations support YPF's profitable growth and cash generation.

Rivian (RIVN) Rides on Robust R2 Demand Amid Cost Woes
While Rivian is benefiting from higher deliveries driven by strong demand for its R2 model, the Zacks analyst is worried about commodity inflation and high R&D costs that are weighing on profits.

Loans & Deposits, High Rates, Fee Income Aid Zions (ZION), Costs Ails
Per the Zacks analyst, loan and fee income growth, stable funding base and disciplined capital returns will aid Zions' financials, amid higher expenses, credit quality concerns and heavy CRE exposure.

Innospec (IOSP) Gains on Segment Growth Amid Margin Headwinds
Per the Zacks analyst, Innospec benefits from segment growth, capacity expansion and a debt-free balance sheet, while margin pressures weigh on performance.

Capri Holdings (CPRI) Eyes Growth Through Digital Innovation
Per the Zacks analyst, Capri's focus on e-commerce innovation, data analytics and social commerce should boost consumer engagement and support a return to growth in second-half fiscal 2027.

Robust Store Growth Aid National Vision (EYE) Amid Rising Expenses
Per the Zacks analyst, National Vision's notable store count growth for America's Best and Eyeglass World brands, should contribute to top line. Yet, rising costs and expenses continue to dent profit.

New Upgrades

Monolithic Power Systems (MPWR) Rides on Solid AI and Server Demand
Per the Zacks analyst, strong AI and server demand is expected to drive Monolithic Power Systems' top line. Continued innovation in power management solutions remains a tailwind.

FLEX Benefits From Strong CPI Growth & Margin Expansion
Per the Zacks analyst, Flex benefits from robust AI infrastructure demand, with CPI revenues rising 54% in second-quarter fiscal 2027. Improving margins and a strong growth outlook bode well.

Production Growth, Cactus III Synergies Aid Plains All American (PAA)
Per the Zacks analyst, Plains All American benefits from expanding its crude oil footprint. Higher Permian production and Cactus III synergies support network utilization and long-term growth.

New Downgrades

Growing Capital Needs and Project Execution Risks Hurt TeraWulf (WULF)
Per the Zacks analyst, TeraWulf hurts from rising project costs, execution risks and pre-revenue expenses. Rising funding needs and lengthy project timelines threaten margins and near-term cash flows.

Community Health (CYH) Hurt by Weak Payer Mix and High Debt
Per the Zacks analyst, Community Health faces weak payer mix, margin pressure and high debt, while deferred elective procedures and reduced 2026 guidance weigh on its outlook.

Caesars Entertainment (CZR) Faces Las Vegas Weakness and High Costs
Per the Zacks analyst, weak Las Vegas visitation, rising costs and declining cash flow weigh on Caesars Entertainment, while high debt and lease obligations further pressure profitability.

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

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