Zacks highlights Lam Research, Cheesecake Factory, Vertiv, and Fortinet as top GARP stocks

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โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Investment Research featured Lam Research, The Cheesecake Factory, Vertiv, and Fortinet as promising growth-at-a-reasonable-price stocks. Lam Research guided for September 2026 quarter revenues of $8.1 billion with a non-GAAP operating margin of 39.5%, while its fiscal 2027 earnings consensus estimate rose 17.6% to $9.24 per share over the past 30 days. The Cheesecake Factory reiterated plans to open up to 26 new restaurants in fiscal 2026 and saw its 2026 earnings estimate increase 10.5% to $4.43 per share. Vertiv raised full-year 2026 guidance to approximately $14 billion in net sales and adjusted earnings of $6.65 to $6.75 per share, with its 2026 earnings estimate moving 3.6% higher to $6.64 per share. Fortinet lifted its full-year 2026 revenue growth target to 19%, implying $8.02 to $8.18 billion, and its 2026 earnings estimate advanced 8.3% to $3.40 per share.

Impact on stocks 4

Consumer Discretionary▲ · 1 stocks
The Cheesecake Factory
CAKE
▲ PositiveCapitalrelevance

Reiterated plans to open up to 26 new restaurants in fiscal 2026 and saw 2026 earnings estimate increase 10.5% to $4.43 per share.

Cybersecurity & Digital Trust▲ · 1 stocks
Fortinet Inc
FTNT
▲ PositiveCapitalrelevance

Lifted full-year 2026 revenue growth target to 19% and 2026 earnings estimate advanced 8.3% to $3.40 per share.

Semiconductors▲ · 1 stocks
Lam Research Corp
LRCX
▲ PositiveCapitalrelevance

Guided for September 2026 quarter revenues of $8.1 billion with non-GAAP operating margin of 39.5%, and fiscal 2027 earnings consensus estimate rose 17.6% to $9.24 per share.

Artificial Intelligence▲ · 1 stocks
Vertiv Holdings Co
VRT
▲ PositiveCapitalrelevance

Raised full-year 2026 guidance to approximately $14 billion in net sales and adjusted earnings of $6.65 to $6.75 per share, with 2026 earnings estimate moving 3.6% higher to $6.64 per share.

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