Tesla(TSLA) ZACKS·2025-01-24 08:40Tesla, Inc. (TSLA) - Tesla shares outperformed the Zacks Automotive - Domestic industry over the past year (+107.9% vs. +64.6%) [3] - Annual deliveries contracted for the first time in 2024, but long-term growth remains intact due to Energy Generation & Storage segment, Supercharger network, and AI advancements [3] - Energy deployments doubled in 2024, driven by strong reception of Megapack and Powerwall products [4] - Progress in autonomous vehicles, including plans to launch robotaxi services in 2025, positions the company for sustained growth [4] - Tesla is well-positioned to thrive without subsidies due to cost efficiency and unmatched scale, supported by a robust balance sheet with high liquidity [5] UnitedHealth Group Inc. (UNH) - UnitedHealth shares outperformed the Zacks Medical - HMOs industry over the past year (+1.3% vs. -2.5%) [6] - Fourth-quarter earnings beat estimates, with top-line growth driven by strong market position, new deals, and service expansion [6] - Adjusted net earnings per share are anticipated to be in the $29.50-$30.00 range in 2025 [7] - Government business is poised for growth, but membership in the global business remains a concern [7] - High operating costs and rising medical expenses are hurting margins, while a debt-laden balance sheet increases interest expenses [7] Oracle Corp. (ORCL) - Oracle shares outperformed the Zacks Computer - Software industry over the past year (+92% vs. +15.6%) [8] - Fiscal Q2 2025 results were mixed, with earnings and revenues missing estimates, but Oracle Cloud Infrastructure showed strong momentum [8] - Continued investment in cloud infrastructure and partnerships with Amazon and Google position Oracle for sustained growth [9] - Fiscal 2025 net sales are expected to grow 8.7% from fiscal 2024, but higher spending on product enhancements may limit margin expansion [10] Earth Science Tech, Inc. (ETST) - Earth Science Tech shares outperformed the Zacks Medical - Biomedical and Genetics industry over the past year (+270.1% vs. -10.8%) [10] - The company reported $17.1 million in revenues for the six months ended Sept. 30, 2024, driven by pharmaceutical and telemedicine subsidiaries [10] - Cash flow improved to $1.9 million from $127,910 in the prior-year period, reflecting efficiency gains [10] - The telemedicine platform, Peaks, positions the company for growth amid rising virtual healthcare adoption [11] - Strategic relocation and asset acquisitions support scaling, while RxCompound and Peaks diversify offerings and reduce market dependency [11] Zacks Equity Research - Zacks Research Daily features new research reports on 16 major stocks, including Tesla, UnitedHealth, Oracle, and Earth Science Tech [2] - Zacks microcap research is unique, providing content on small and under-the-radar companies [2] - Zacks top stock-picking strategies have outperformed the S&P 500 with average gains of +44.9%, +48.4%, and +55.2% per year since 2000 [12]