Top Stock Reports for NVIDIA, ExxonMobil & HSBC

Friday, August 28, 2026

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 NVIDIA Corp. (NVDA), ExxonMobil Holdings Corp. (XOM) and HSBC Holdings plc (HSBC). 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, attempting 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 >>> Jackson Hole Welcomes Warsh, Next Week Is "Jobs Week"

Today's Featured Research Reports

Shares of NVIDIA have gained +22.4% over the year-to-date period against the Zacks Semiconductor - General industry’s gain of +28.5%. The company continues to benefit from broad demand for accelerated computing as customers build AI factories across hyperscalers, AI clouds, enterprises and sovereign buyers. Blackwell Ultra is supporting growth while Vera Rubin broadens the platform across GPUs, CPUs, networking and software. 

Customer diversification, rising system content and recurring usage-linked opportunities extend the long-term runway, while cash generation supports substantial capital returns. 

However, the investment case carries greater balance-sheet and execution exposure as NVIDIA expands supply commitments, customer credit support and long-dated guarantees. China remains largely closed to data center compute, while customer concentration, rising operating investment and competition add uncertainty. These offsetting forces support a balanced risk-reward profile.

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

ExxonMobil’s shares have gained +32.9% over the year-to-date period against the Zacks Oil and Gas - Integrated - International industry’s gain of +33.4%. The company’s investment case remains balanced between advantaged upstream growth and persistent market risk. Record Permian output, continued Guyana development and LNG expansion support long-duration production and cash flow, while structural cost savings and low leverage strengthen financial flexibility and shareholder returns. 

However, earnings remain exposed to volatile oil, gas, refining and chemical markets, with Middle East disruptions adding operating uncertainty. The pause of the Baytown blue hydrogen project due to insufficient demand also highlights weaker commercial visibility for emerging businesses and greater policy sensitivity. 

Product Solutions results can swing sharply with market conditions, while returns from newer investments depend on execution, customer adoption and durable demand over time.

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

Shares of HSBC have outperformed the Zacks Banks - Foreign industry over the year-to-date period (+36.6% vs. +19.6%). The company’s second-quarter 2026 results were aided by higher revenues. Wealth momentum in Asia continues to benefit from higher customer activity, rising balances and net new money, while the completed Hang Seng Bank privatization and ongoing business divestitures will simplify operations and support medium-term efficiency. 

A robust capital position and global footprint will likely support its financials. However, the company has guided for higher expected credit losses (ECL) this year because of overlays tied to Middle East events and absorption of an idiosyncratic fraud-related charge. 

Operating expenses are expected to remain elevated as the company invests in technology and distribution capabilities. Further, revenue visibility will depend on volatile rates and activity.

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

Other noteworthy reports we are featuring today include Sanofi (SNY), The Travelers Companies, Inc. (TRV) and W. P. Carey Inc. (WPC).

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

NVIDIA (NVDA) Rides on Strong Adoption of GPUs, Partnerships

ExxonMobil's (XOM) Permian Basin & Guyana Assets Aid Growth

Expansion Efforts, Restructuring Aid HSBC Holdings (HSBC), Costs Ail

Featured Reports

Dupixent to Remain Sanofi's (SNY) Key Top-Line Driver
The Zacks analyst expects Dupixent to remain Sanofi's key top-line driver as it enjoys strong demand. Weak influenza vaccine sales and regular pipeline setbacks are key headwinds.

Lease Strength Aids W. P. Carey (WPC), Funding Risks Remain a Concern
Per the Zacks analyst, W. P. Carey benefits from long leases, rent escalations and a solid acquisition pipeline. However, tenant credit issues and high refinancing costs remain a key risk to earnings.

Beverage-Can Demand Aids Crown Holdings (CCK) Amid Mixed Volume Trends
Per the Zacks analyst, Crown Holdings' margins will gain from a global surge in beverage cans demand. However softer volumes in Latin American and Transit Packaging segments remain a headwind.

Strategic Investments, Rate Recovery Aid Essential Utilities (WTRG)
Per the Zacks analyst, Essential Utilities benefits from strategic investments aimed at improving infrastructure, while rate filings support the recovery of qualifying spending.

Assisted Tax Drives H&R Block's (HRB) Revenue Amid Volume Softness
Per the Zacks analyst, H&R Block's assisted tax preparation drives core revenue via higher fees, better client economics and stable share, while volume weakness heightens dependence on pricing.

TriMas (TRS) Bets on Cost Saving Actions Amid Mixed Demand Trends
Per the Zacks analyst, TriMas will benefit from cost-saving initiatives and portfolio simplification. However, uneven Packaging demand and margin pressures temper its growth outlook.

Arhaus' (ARHS) Brand Strength Supports Continued Sales Momentum
Per the Zacks analyst, Arhaus' differentiated offerings and broad-based demand support continued written sales momentum and scalable long-term growth.

New Upgrades

Strong Renewal Rate Change, Retention Aid Travelers (TRV)
Per the Zacks analyst, Travelers is set to gain from continued strong renewal rate change and retention and increase in new business. Underwriting excellence, solid investment income drive earnings.

New Contracts Amid Healthy Demand Environment to Drive Itron (ITRI)
Per the Zacks analyst, Itron's long-term demand is supported by utility investments in grid expansion, reliability and resiliency; while recurring offerings strengthen its business model.

Drilling Tools (DTI) to Benefit from ClearPath Technology Adoption
The Zacks analyst believes that Drilling's differentiated drilling tools are gaining traction across international and offshore markets, while higher utilization and new awards support growth ahead.

New Downgrades

WATCHMAN Demand Softness, Weak Solvency Ail Boston Scientific (BSX)
The Zacks analyst is worried about the sharp U.S. market slowdown for Boston Scientific's WATCHMAN, as clinical evidence compounds and hurt referral patterns. Debt exceeding cash levels pose worry.

AECOM (ACM) Faces Project Losses and Cash Flow Pressure
Per the Zacks analyst, AECOM faces heightened execution risk, weaker cash flow expectations and rising interest costs as Construction Management losses and slower project starts weigh on its outlook.

Ecolab (ECL) Faces Margin Pressure Amid Rising Costs and Soft Demand
Per the Zacks Analyst, Ecolab faces near-term pressure from rising costs and soft industrial demand, but productivity gains and steady organic growth should support its longer-term outlook.

Beyond Nvidia: AI's Second Wave Is Here

The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

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

Zacks Investment Research