Key Research Insights on Broadcom, Oracle, and Cisco Systems
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 24 2025
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Source: NASDAQ.COM
Zacks Research Daily Highlights: The article features research reports on 16 major stocks, including Broadcom, Oracle, and Cisco, along with a unique focus on micro-cap stock United-Guardian. The reports are selected from around 70 published by the Zacks analyst team.
Broadcom's Performance: Broadcom has shown strong growth, particularly in AI semiconductors, but faces challenges with contracting gross margins and high debt levels.
Oracle's Growth: Oracle reported a 12% year-over-year revenue increase, driven by cloud services, and expects significant capital expenditures for infrastructure expansion.
Cisco's Business Model Shift: Cisco has transitioned to a subscription-based revenue model, enhancing its portfolio through acquisitions, but is experiencing sluggish sales in its networking segment due to competition and demand issues.
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Analyst Views on MRNA
Wall Street analysts forecast MRNA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MRNA is 29.36 USD with a low forecast of 17.00 USD and a high forecast of 63.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
1 Buy
14 Hold
4 Sell
Hold
Current: 45.300
Low
17.00
Averages
29.36
High
63.00
Current: 45.300
Low
17.00
Averages
29.36
High
63.00
About MRNA
Moderna, Inc. is a biotechnology company. The Company is advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is developing therapeutics and vaccines for infectious diseases, immuno-oncology, rare diseases and autoimmune diseases. mRNA medicines are designed to direct the body’s cells to produce intracellular, membrane or secreted proteins that have a therapeutic or preventive benefit with the potential to address a spectrum of diseases. The Company’s diverse development pipeline consists of 44 therapeutic and vaccine programs, 11 of which are in late-stage development. Its commercial products include Spikevax (its COVID vaccine) and mRESVIA (its respiratory syncytial virus (RSV) vaccine). Additionally, it has achieved four positive Phase III data readouts for its COVID vaccine (mRNA-1283), its RSV vaccine for high-risk adults aged 18 to 59 (mRNA-1345), its seasonal flu+COVID vaccine (mRNA-1083), and its seasonal flu vaccine (mRNA-1010).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Moderna Partners with Recordati to Advance mRNA-3927 Development
- Strategic Collaboration: Moderna has entered into a strategic partnership with Italy's Recordati to advance the clinical development of its propionic acidemia treatment, mRNA-3927, which is expected to accelerate the global commercialization of the drug.
- Financial Support: Under the agreement, Moderna will receive an upfront payment of $50 million and up to $110 million in development and regulatory milestone payments, significantly enhancing its liquidity and supporting further R&D efforts.
- Clinical Trial Progress: mRNA-3927 is currently undergoing a registrational study that has reached its target enrollment, with pivotal data expected in 2026, laying the groundwork for potential market approval and addressing unmet medical needs.
- Market Potential: Propionic acidemia is a rare and serious inherited metabolic disorder affecting approximately 1 in 100,000 to 150,000 individuals globally, and Moderna's innovative therapeutic approach could fill a significant treatment gap, enhancing the company's competitiveness in the rare disease market.
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Moderna Stock Rises 58% in 2026, Signaling New Opportunities
- Stock Rebound: Moderna's stock has surged 58% in 2026, indicating a potential start of a sustained bull run after several years of stagnant revenue growth.
- Clinical Trial Progress: The intismeran autogene, in combination with Merck's Keytruda, demonstrated a 49% reduction in disease recurrence or death in advanced melanoma patients, highlighting its potential in cancer treatment.
- Product Portfolio Expansion: In addition to intismeran autogene, Moderna is conducting up to eight phase 2 or phase 3 clinical trials, and meaningful progress could significantly enhance the company's market competitiveness and product diversity.
- Long-Term Investment Value: Despite a substantial decline in stock price over the past three years, Moderna's strong performance in 2026 and future clinical and regulatory advancements make it a compelling consideration for long-term investors.
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