Top Research Reports for Home Depot, Gilead & TotalEnergies

Thursday, November 12, 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 The Home Depot, Inc. (HD), Gilead Sciences, Inc. (GILD), TotalEnergies SE (TTE) as well as two micro-cap stocks, Key Tronic Corp. (KTCC) and iPower Inc. (IPW). These research reports have been hand-picked from 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 >>> Jensen Huang Resigns from NVIDIA, Shares -10%

Today's Featured Research Reports

Home Depot’s shares have outperformed the Zacks Retail - Home Furnishings industry over the last six months (+16.1% vs. +13.5%). Per the Zacks analyst, the company benefits from its integrated retail model, digital investments, product innovations and Pro-focused initiatives. SRS expansion strengthens its professional customer ecosystem, while seamless operations support engagement and cross-selling opportunities.

However, larger discretionary projects remain subdued, while housing affordability and low home turnover constrain demand. Weather-driven repair activity also creates sales volatility.

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

Gilead’s shares have outperformed the Medical - Biomedical and Genetics industry over the past year (+35.5% vs. +10.9%). The Zacks analyst believes that the company benefits from its market-leading HIV franchise, supported by strong demand for Biktarvy, Descovy and newly approved Yeztugo. Robust Yeztugo uptake, potential label expansion, Trodelvy's growth and strategic acquisitions offer further diversification opportunities.

Yet, intensifying HIV competition, pricing pressure, cell therapy headwinds and pipeline setbacks pose challenges. Stable earnings estimates ahead of third-quarter results indicate limited near-term estimate movement.

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

TotalEnergies’ shares have underperformed the Oil and Gas - Integrated - International  industry over the last six months (-3.7% vs. +6.1%). The Zacks analyst believes that geopolitical and security risks could disrupt the company’s operations, while reliance on acquired assets creates integration and execution challenges. Commodity price volatility may also pressure margins and cash flow.

However, TotalEnergies benefits from a diversified global portfolio, resilient production, expanding LNG exposure and new project start-ups. Low-carbon investments support its energy transition, while the stock has outperformed its industry.

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

Key Tronic’s shares have underperformed the Zacks Electronics - Miscellaneous Products industry over the past year (-52.9% vs. +10.3%). The Zacks analyst believes that the company faces liquidity constraints, elevated debt and supplier payment pressures. Profitability remains vulnerable to production volumes, program execution delays, customer credit exposure and inventory-related charges.

Yet manufacturing realignment, new program wins, a growing backlog and customer diversification support growth prospects. Vertical integration, capacity expansion and cost reductions could improve operating efficiency and margins.

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

iPower’s shares have underperformed the Zacks Consumer Products - Discretionary industry over the past year (-100.0% vs. +24.0%). The Zacks analyst believes that the company faces declining revenues, margin pressure and an unproven return to profitability. Limited liquidity, convertible debt-related dilution risks, receivable concentration and execution challenges add uncertainty.

However, the GPM divestiture has created a leaner, asset-light business with lower operating costs and improved flexibility. Exclusive supply agreements, contracted sublease income and selective AI investments offer potential growth opportunities.

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

Other noteworthy reports we are featuring today include Marathon Petroleum Corp. (MPC), The Bank of New York Mellon Corp. (BNY) and Suncor Energy Inc. (SU).

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

HIV, Trodelvy Fuel Gilead, Cell Therapy Franchise Faces Challenges

Home Depot's (HD) Focus on Pro Customers Fuels Growth Prospects

Expanding LNG & Clean Energy Assets Aid TotalEnergies (TTE)

Featured Reports

Old Dominion (ODFL) Aids From Disciplined Pricing, Freight Demand Ails
The Zacks analyst is impressed with ODFL's disciplined pricing and cost reduction initiatives. Weak freight demand is, however, a headwind.

Marathon (MPC) Gains from Constructive Refining Backdrop
The Zacks analyst notes that Marathon Petroleum's third quarter R&M margin reached $45.70 per barrel, versus $17.60 a year earlier, boosting its refining profitability.

MasTec (MTZ) Gains From Grid Demand, Pipeline Delays Ail
Per the Zacks analyst, MasTec's growing exposure to grid upgrades, data centers and gas-fired generation supports growth. However, pipeline delays and weak communications spending remain concerns.

Revenue Growth Supports Apollo (APO) Amid Rising Expenses
Per the Zacks analyst, Apollo's strong revenue growth, driven by Asset Management and Retirement Services, supports its financials. However, rising expenses may pressure profitability.

Fee Revenue Growth, Diversified Platform Support BNY Amid Rising Costs
Per the Zacks analyst, BNY's diversified platforms, fee growth and NII expansion support performance. However, rising expenses, market-sensitive fees and premium valuation may limit near-term upside.

Data Center Demand and Outsourcing Growth Aid CBRE Group (CBRE)
Per the Zacks analyst, CBRE Group gains from data center demand, recurring outsourcing contracts and technical services growth. However, high interest rates, currency swings and competition pose risks

Tempus AI's (TEM) Expanding Business Faces Profitability Hurdles
The Zacks analyst believes Tempus AI's expanding oncology testing and data partnerships support growth. Yet, reimbursement uncertainties, acquisition risks and profitability hurdles remain.

New Upgrades

News Corporation (NWSA) Gains From Digital Growth and Subscriptions
Per Zacks Analyst, News Corporation is benefiting from recurring Dow Jones subscriptions, expanding professional information revenues and improving real estate monetization.

Suncor (SU) to Gain from Its Resilient Integrated Business Model
The Zacks analyst believes that Suncor's strong integrated business model, robust upstream and downstream operations and improving operational reliability position it well for sustained growth.

Lattice (LSCC) Rides on Solid Traction in AI Data Center Market
Per the Zacks analyst, strong AI data center demand and rising FPGA adoption are expected to drive Lattice's top line. Industrial, robotics and aerospace demand remain a tailwind.

New Downgrades

Unum Group Faces Pressure From Rising Claims and Weak Persistency
Per the Zacks analyst, Unum Group faces rising disability claims, higher U.K. claims and weaker persistency, pressuring underwriting results and premium growth.

Sonic (SAH) Faces Debt Burden and EV Mix-Driven Margin Pressure.
Per the Zacks analyst, Sonic's elevated debt, rising financing costs and unfavorable EV mix are weighing on financial flexibility, vehicle margins and dealership profitability.

Tyson Foods (TSN) Faces Pressure From Weak Beef Segment
Per the Zacks analyst, Tyson Foods' Beef segment continues to face headwinds from tight cattle supply, higher cattle costs and USDA margin compression, keeping profitability under pressure.

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

Zacks Investment Research