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Top Analyst Reports for Microsoft, Analog Devices & Enbridge
Mark Vickery
6 min read

In This Article:

Friday, February 21, 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 Microsoft Corp. (MSFT), Analog Devices, Inc. (ADI) and Enbridge Inc. (ENB), as well as a micro-cap stock, NVE Corp. (NVEC). 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 >>> Pre-Market Dow Sinks on UNH Report; Econ Reports After the Open

Today's Featured Research Reports

Microsoft’s shares have underperformed the Zacks Computer - Software industry over the past year (+1.1% vs. +7.2%). The Zacks analyst believes that the Microsoft Office's declining commercial licensing due to the continued customer shift to cloud offerings is an overhang. Higher operating expenses and spending on Azure amid stiff competition in the cloud space remain concerns.

However, the company is riding on robust Azure and Office 365 performance, amplified by surging AI Copilot adoption. Continued momentum in the small and medium businesses and frontline worker offerings, as well as a rise in revenue per user, is encouraging.

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

Analog Devices’ shares have outperformed the Zacks Semiconductor - Analog and Mixed industry over the past year (+27.1% vs. +2.4%). The Zacks analyst believes that the company is benefiting from strong momentum across the consumer and automotive end markets. Strong momentum across the electric vehicle space on the back of its robust Battery Management System solutions remains a tailwind. Strong investments in technology and business innovation are contributing well.

Yet the weak demand environment across multiple end markets remains a major concern. The sluggish communications market due to the broad-based inventory corrections is a major negative. Broad-based weakness in the industrial end market remains a headwind.

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