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Top Analyst Reports for Disney, Amgen & Booking.com

Published 11/15/2021, 02:20 AM
Updated 07/09/2023, 06:31 AM
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Monday, November 15, 2021

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 Walt Disney Company (NYSE:DIS) (DIS), Amgen Inc (NASDAQ:AMGN). (AMGN) and Booking Holdings (NASDAQ:BKNG) Inc. (BKNG). 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 >>>

Shares of Disney have outperformed the Zacks Media Conglomerates industry over the past year (+10.3% vs. -6.3%). The Zacks analyst believes that Disney’s ever expanding international footprint and solid content portfolio has been driving the user growth rate of Disney+.

Disney+ net additions are expected to be higher in the second half of fiscal 2022 from the first half. The upcoming movies, including The King’s Man are anticipated to aid the segment’s prospects. Disney, however, expects to incur elevated costs in fiscal 2022 on the back of expenses due to new projects such as Star Wars: Galaxy's Edge, Avengers Campus, and the Epcot expansion.

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

Amgen shares have lost -6% in the year to date period against the Zacks Biomedical and Genetics industry’s loss of -13.7%. Several of AMGN’s marketed drugs have been facing increased pricing headwinds lately. Increasing competition for its legacy products is another headwind.

The Zacks analyst, however, believes that key drugs like Prolia, Repatha, Xgeva and biosimilars have been driving sales. Amgen is rapidly advancing its robust pipeline of early and late-stage assets. Several phase III readouts are due in 2022. The launch of Lumakras, a first-in-class lung cancer treatment, holds a lot of promise even as its label expansion studies have been progressing rapidly.

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

Shares of Booking Holdings have gained +10.3% in the past six months against the Zacks Internet Commerce industry’s loss of -7.9%. The Zacks analyst believes that BKNG continues to benefit from an impressive growth trend in the online travel booking market, strength in international markets as well as growth opportunities in the domestic market.

Substantial improvement in its booking trends post removal of travel restrictions is another major tailwind. Booking Holdings experienced solid momentum in Europe in the third quarter. Strong growth across the agency, merchant, and advertising businesses is another positive. Steadily increasing advertising costs, stiff competition in the market, and numerous litigations have been weighing on margins though.

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

Other noteworthy reports we are featuring today include General Motors Co. (GM), Moody's (NYSE:MCO) Corp. (MCO) and BCE (NYSE:BCE) Inc. (BCE).

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>>>


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Moody's Corporation (MCO): Free Stock Analysis Report

Amgen Inc. (AMGN): Free Stock Analysis Report

BCE, Inc. (BCE): Free Stock Analysis Report

The Walt Disney Company (DIS): Free Stock Analysis Report

General Motors Company (NYSE:GM): Free Stock Analysis Report

Booking Holdings Inc. (BKNG): Free Stock Analysis Report

To read this article on Zacks.com click here.

Zacks Investment Research

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