Top Analyst Reports for Johnson & Johnson, T-Mobile US & Boeing

Tuesday, June 10, 2025

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 Johnson & Johnson (JNJ), T-Mobile US, Inc. (TMUS), and The Boeing Co. (BA), as well as one micro-cap stock, Franklin Financial Services Corp. (FRAF). 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 >>>

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 and attempts 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 >>> Pre-Market Futures Have Fingers Crossed for Trade Deals

Today’s Featured Research Reports

Shares of Johnson & Johnson have gained +5.8% over the past year against the Zacks Large Cap Pharmaceuticals industry’s decline of -15.4%. The company’s Innovative Medicine unit is showing a growth trend, driven by existing products like Darzalex, Tremfya, and Erleada, and continued uptake of new launches, including Spravato, Carvykti, and Tecvayli. J&J is making rapid progress with its pipeline and has been on an acquisition spree lately, which has strengthened its pipeline. 

However, sales in the MedTech segment have slowed down due to headwinds in Asia-Pacific markets like China and competitive pressure in some categories. The launch of Stelara generics is eroding the drug’s sales in 2025. Uncertainty around talc lawsuits remains.

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

T-Mobile US’ shares have outperformed the Zacks Wireless National industry over the past year (+33.4% vs. +28.3%). The company is gaining from healthy growth in service revenues driven by industry-leading postpaid net customer additions. In the first quarter, the company added 1.3 million postpaid net customers while postpaid net account additions were 205,000, both metrics being the best in the industry.

Backed by robust demand for its postpaid services and cost discipline, the company has presented a bullish outlook for fiscal 2025. However, the highly competitive and saturated nature of the U.S. wireless market could adversely affect its financial results.

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

Shares of Boeing have outperformed the Zacks Aerospace - Defense industry over the past year (+17.2% vs. +15.5%). The company remains the largest U.S. aircraft manufacturer in the commercial aerospace sector. Soaring air travel should bolster the company’s jet service business unit. The outlook for its defense business remains optimistic, buoyed by strengthening U.S. defense budget provisions. The acquisition of Spirit AeroSystems should strengthen Boeing’s long-term revenue generation prospects. 

However, the shortage of labor continues to pose a threat to aerospace manufacturers like Boeing. Trade tensions between the United States and China may cause Boeing to be unsuccessful in the timely delivery of its 737 jets and thereby hurt its operational performance.

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

Franklin Financial Services’ shares have outperformed the Zacks Banks - Northeast industry over the past year (+35.7% vs. +17.0%). The company offers a compelling investment case supported by robust 11.2% loan growth driven by commercial real estate and residential lending, alongside a 15.7% rise in average loan balances. Strong deposit expansion of 18.1% enhances funding stability, with 85% of deposits insured or collateralized.

The Wealth Management division boosts noninterest income and diversification, with AUM up 6.4%. A strategic $4.3 million securities restructuring enhances long-term profitability despite short-term earnings drag. 

(You can read the full research report on Franklin Financial Services here >>>)

Other noteworthy reports we are featuring today include CrowdStrike Holdings, Inc. (CRWD), Schlumberger Ltd. (SLB), and Tesla, Inc. (TSLA).

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

J&J's (JNJ) Innovative Medicine Strong, MedTech Slows Down

T-Mobile (TMUS) Rides on Healthy Demand, Strong Cash Flow

Increasing Defense Orders Drive Boeing (BA), Amid Labor Shortage

Featured Reports

SLB Stock Positioned to Benefit From New Digital Business
The Zacks analyst projects SLB to gain from its New Digital segment by leveraging its extensive data resources and global expertise, positioning it as a leader in autonomy and AI-driven solutions.

United Airlines (UAL) Rides on Air Travel Demand, Costs Ail
The Zacks analyst is impressed with the fact that increased air-travel demand is aiding United Airlines' top-line performance. However, rising fuel costs continues to weigh on the bottom line.

Improving Clearing and Transaction Fees Aid CME Group (CME)
Per the Zacks analyst, CME is set to grow on higher clearing and transaction fees as market position, diverse derivative product lines and global reach drive volumes. However, escalating expense ails.

New Order Volume Growth Aids Lennar (LEN), Macro Woes Ail
Per the Zacks analyst, Lennar is driving sales volume through is dynamic pricing model. However, ongoing affordability concerns in the housing market and high mortgage rates remain a concern.

Post Holdings (POST) to Benefit From Solid Foodservice Unit
Per the Zacks analyst, Post Holdings is likely to keep gaining from its Foodservice segment strength. Notably, unit sales grew 9.6% in the second quarter, backed by pricing and shake contributions.

Powell (POWL) Gains From Strong Utility & Commercial Markets
Per the Zacks analyst, solid momentum across Powell's electric utility and commercial & other industrial markets, fueled by strong orders and healthy levels of project activity, will lend it momentum.

CrowdStrike (CRWD) Rides on Product Strength, Acquisitions
Per the Zacks analyst, CrowdStrike is gaining from solid contributions of its growth-oriented products, primarily Falcon platform. Also, buyouts like Adaptive Shield and Flow Security are positive.

New Upgrades

Align Technology (ALGN) Banks on Solid Clear Aligner Uptake
Per the Zacks analyst, strong uptake of Align Technology's Invisalign DSP touch-up cases in North America supports Clear Aligner volume growth. Strength across APAC and EMEA regions is another plus.

Focus on Alternatives to Support Affiliated Managers (AMG)
Per the Zacks analyst, Affiliated Managers is well-placed for growth, driven by successful partnerships, global distribution capability, focus on alternative strategies, and a solid balance sheet.

End-Market Strength & Diversification Aids Amphenol (APH)
Per the Zacks analyst, Amphenol benefits from a diversified business model that lowers volatility of individual geographies.

New Downgrades

Backlog Decline and Tariff Woes to Weigh on Oshkosh (OSK)
Falling backlog levels are likely to slow Oshkosh's revenue momentum, while tariff challenges could weigh on near-term margins, making the Zacks analyst bearish on the stock for now.

Elevated Cost Inflation Hurt Conagra's (CAG) Performance
Per the Zacks analyst, Conagra is experiencing cost inflation for a while now, which is affecting its profitability. Higher input and protein costs are expected to persist into fiscal 2026.

Tesla (TSLA) Hit by Falling Sales & Musk-Trump Feud
Tesla's EV sales are slipping across key markets including Europe and China. A public spat between CEO Musk and US President Trump has just made matters worse, per the Zacks analyst.

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

Zacks Investment Research