ZACKS·2025-12-04 10:27Core Insights - The article highlights recent research reports on several major stocks, including Procter & Gamble, Lam Research, Texas Instruments, SandRidge Energy, and Crown Crafts, emphasizing their performance and outlook in the market [2][5][14]. Procter & Gamble (PG) - Procter & Gamble's shares have declined by 14.5% over the past year, slightly better than the Zacks Consumer Products - Staples industry's decline of 14.7% [5]. - The company expects all-in sales growth of 1-5% and flat to up 4% organic sales gains in fiscal 2026, supported by cost savings [6]. - Robust cash flow is anticipated to fund $15 billion in shareholder returns in fiscal 2026, including dividends and share buybacks [6][7]. Lam Research (LRCX) - Lam Research's shares have outperformed the Zacks Electronics - Semiconductors industry, increasing by 101% compared to the industry's 70.1% [8]. - The company is benefiting from strength in 3D DRAM and advanced packaging technologies, with a rebound in the System business due to improving memory spending [9]. - Total revenues are expected to grow at a CAGR of 8.5% from fiscal 2026 to 2028, although global spending on mature nodes may remain soft in the near term [10]. Texas Instruments (TXN) - Texas Instruments' shares have underperformed the Zacks Semiconductor - General industry, declining by 6.8% compared to the industry's 24.8% [11]. - The company is experiencing cautious spending from customers amid macroeconomic uncertainties, impacting overall growth [11]. - Revenue is projected to grow at a CAGR of 8.7% from 2025 to 2027, supported by solid data center demand and a focus on expanding its product portfolio [13]. SandRidge Energy (SD) - SandRidge Energy's shares have outperformed the Zacks Oil and Gas - Integrated - United States industry, increasing by 34.5% compared to the industry's decline of 9.3% [14]. - The company has a market capitalization of $527.34 million and is benefiting from strong early well results in the Cherokee shale [14]. - Cash generation supports a steady capital return program, with rising quarterly dividends and continued buybacks [15][16]. Crown Crafts (CRWS) - Crown Crafts' shares have underperformed the Zacks Textile - Home Furnishing industry, declining by 33.2% compared to the industry's decline of 11% [17]. - The company faces risks such as tariff-related margin pressure and high inventory, but the Baby Boom acquisition is expected to drive long-term growth [18]. - Cost synergies and internal consolidation are anticipated to streamline operations through fiscal 2027, enhancing overall performance [19].