The Zacks Analyst Blog Highlights Meta Platforms, Texas Instruments, CrowdStrike and Weyco

Here are highlights from Tuesday’s Analyst Blog:

Top Research Reports for Meta, Texas Instruments and CrowdStrike

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 Meta Platforms, Inc., Texas Instruments Inc. and CrowdStrike Holdings, Inc., as well as a micro-cap stock Weyco Group, Inc. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.

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 >>>

Today's Featured Research Reports

Shares ofMeta have underperformed the Zacks Internet - Software industry over the year-to-date period (-9.7% vs. -1.6%). The company's spending is weighing on margins and free cash flow, while Reality Labs remains loss-making. Competition for users and ad budgets remains intense, and legal and regulatory exposure has become more visible. 

Meta's scale, distribution and ad execution support the growth case, but the investment cycle and uncertain timing of AI monetization keep the risk-reward balanced over time. Nevertheless, Meta Platforms is extending AI deeper across its apps, and recommendation and ad-system upgrades are supporting engagement and advertiser returns. 

WhatsApp, subscriptions, business agents and AI glasses broaden the long-term monetization runway beyond feed advertising and add new enterprise avenues. At the same time, Meta is committing more capital to models and infrastructure before returns from newer AI products are fully established.

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

Texas Instruments' shares have outperformed the Zacks Semiconductor - General industry over the year-to-date period (+64.4% vs. +24.2%). The company is benefiting from broadening demand across industrial, data center and automotive markets, while its analog and embedded processing franchises support durable long-term growth. Internal manufacturing, expanding 300-millimeter capacity and CHIPS Act support strengthen supply control and cost efficiency. 

The Silicon Labs acquisition should deepen wireless connectivity capabilities and broaden embedded opportunities. Cash generation is recovering as revenue and factory loadings rise, supporting dividends and buybacks. Management also sees demand broadening into the second half of 2026. 

However, risks remain from elevated debt, geopolitical and trade exposure, competition, seasonality and higher manufacturing costs. Still, broader end-market demand and rising free cash flow support an Outperform view for TXN shares.

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

Shares of CrowdStrike have outperformed the Zacks Security industry over the year-to-date period (+92.1% vs. +86.2%). The company remains leveraged to sustained cybersecurity demand as customers consolidate tools on the Falcon platform and expand module adoption through subscriptions and Falcon Flex. 

AI-led launches, including agent-based workflows, broader data and browser protection, and deeper partnerships across the cloud ecosystem, support cross-sell and renewals over time. Recent acquisitions in identity and browser runtime security extend the platform's addressable use cases, while the company's liquidity and cash generation provide the flexibility to keep investing. 

At the same time, the thesis is balanced by a maturing growth profile, continued heavy sales and R&D spending, macro-driven deal delays and competitive pricing pressure. Ongoing incident-related and execution risks also warrant a measured stance for a Neutral view.

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

Weyco's shares have outperformed the Zacks Shoes and Retail Apparel industry over the year-to-date period (+53.6% vs. -27.4%). This microcap company with a market capitalization of $440.58 million has seen its first-half 2026 sales rise 3% to $130.2 million, while a healthy backlog provides better order visibility for the second half. Cash and marketable securities of $98.1 million, no revolver borrowings and strong operating cash flow provide ample capacity to fund inventory, dividends, buybacks and strategic investments. 

The shift toward e-commerce should also streamline direct-to-consumer operations, while Florsheim's expansion into hybrid and casual footwear broadens its growth potential.

However, operating costs are rising faster than sales, while much of the earnings improvement reflected tariff refunds rather than underlying profitability. The planned inventory build to roughly $70 million could increase working-capital and markdown risks. Despite its strong share-price performance, Weyco's EV/EBITDA remains below industry levels, though EV/sales is at a five-year high. 

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

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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