The Zacks Analyst Blog Highlights Salesforce, S&P Global, Intuit, Kewaunee Scientific and Key Tronic

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The Zacks Analyst Blog Highlights Salesforce, S&P Global, Intuit, Kewaunee Scientific and Key Tronic

For Immediate Release

Chicago, IL – October 22, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Salesforce, Inc. CRM, S&P Global Inc. SPGI, Intuit Inc. INTU, Kewaunee Scientific Corp. KEQU and Key Tronic Corp. KTCC.

Here are highlights from Wednesday’s Analyst Blog:

Top Analyst Reports for Salesforce, S&P and Intuit

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 12 major stocks, including Salesforce, Inc., S&P Global Inc. and Intuit Inc., as well as two micro-cap stocks Kewaunee Scientific Corp. and Key Tronic Corp. 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 >>>

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 >>> Pre-Markets Up on Cooling Metrics, Decent Q3 Reports

Today's Featured Research Reports

Shares of Salesforce have declined -4.7% over the past year against the Zacks Internet - Software industry’s decline of -5.5%. The company’s sensitivity of enterprise spending to macroeconomic conditions, intense competition across CRM, data and AI workflows, and rising leverage and interest costs tied to debt-funded repurchases. 

Pending acquisitions not only enhance product portfolio but also increase integration demands. With meaningful growth drivers and execution risks, we view the risk-reward profile as balanced. Nevertheless, Salesforce is extending its CRM franchise through Agentforce, Data 360 and an interface strategy that brings its data and workflows into more AI surfaces. 

Recurring revenues and backlog remain healthy, while rising agent usage, premium bundle bookings and Slack activity support management’s expectation for organic revenue reacceleration. The company also continues to generate cash and return capital. 

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

S&P’s shares have underperformed the Zacks Securities and Exchanges industry over the past year (-3.4% vs. +4.4%). The company is facing elevated cost base, sizable debt and current liabilities above current assets. Competition remains intense across ratings, market data and AI-enabled analytics. Market Intelligence is also being reset, with slower-growing platforms requiring disciplined execution. 

Durable franchises and better efficiency support the outlook, but financial and execution risks could limit near-term upside and keep the overall risk-reward balanced for investors. Nevertheless, the Zacks analyst maintain a Neutral recommendation on SPGI after the stock declined 10% over the past year. 

Recurring benchmark revenues, rising AI adoption and targeted acquisitions support long-term growth, while the Mobility spin has sharpened the portfolio. Productivity gains are improving margins and buybacks and dividends support per-share returns

(You can read the full research report on S&P here >>>)

Shares of Intuit have underperformed the Zacks Computer - Software industry over the past year (-49.3% vs. -9.1%). The company’s fiscal 2027 marks a deliberate reset toward customer acquisition, with slower company growth expected as Intuit lowers DIY tax ARPC and increases sales and product investment. Online paying customer growth has slowed, Mailchimp faces churn, and desktop revenues are expected to decline. 

These tradeoffs leave a balanced outlook: the platform retains multiple long-term growth levers, but execution on customer growth and the tax pricing reset must improve before a more constructive view is warranted.

Nevertheless, Intuit’s scale across small-business software, tax and consumer finance remains an advantage. QuickBooks Online services, mid-market adoption, assisted tax and Credit Karma broaden monetization beyond core accounting and filing products, while AI-driven workflows can deepen engagement. Capital returns support per-share value. 

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

Kewaunee Scientific’s shares have underperformed the Zacks Instruments - Scientific industry over the past year (-28.6% vs. +42.7%). This microcap company with a market capitalization of $95.32 million sees its profitability exposed to project timing, construction activity, input-cost inflation and tariff pressures. Elevated corporate expenses and integration investments continue to weigh on earnings conversion. 

Although the balance sheet has improved through debt reduction, lower liquidity and ongoing capital commitments limit financial flexibility. Share dilution from equity compensation may also restrain per-share earnings growth.

Nevertheless, Kewaunee’s investment case is supported by a broader laboratory products portfolio following the Nu Aire acquisition, expanding its offerings, distribution reach and reducing reliance on laboratory furniture. A healthy backlog provides near-term revenue visibility, while international operations diversify earnings through turnkey laboratory design, engineering and project management capabilities that strengthen customer relationships. 

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

Shares of Key Tronic have underperformed the Zacks Electronics - Miscellaneous Products industry over the past year (-33.7% vs. +20.9%). This microcap company with a market capitalization of $23.68 million has risks which include revenue pressure from customer concentration and program transitions, ongoing profitability volatility from restructuring and utilization challenges, and execution risk tied to new program ramps and production transfers. 

KTCC also faces financial risk from elevated leverage, limited cash reserves, and continued investment needs, making results sensitive to delays in demand recovery or program launches. Nevertheless, Key Tronic is repositioning its manufacturing footprint toward the United States and Vietnam to support customer demand for more resilient supply chains. 

New program wins across automotive and industrial markets, combined with its vertically integrated design and testing capabilities, strengthen customer relationships and support long-term growth. Capacity expansion and added technical capabilities further enhance its ability to win higher-value programs. 

(You can read the full research report on Key Tronic 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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Salesforce, Inc. (CRM): Free Stock Analysis Report
 
Intuit Inc. (INTU): Free Stock Analysis Report
 
Key Tronic Corporation (KTCC): Free Stock Analysis Report
 
S&P Global Inc. (SPGI): Free Stock Analysis Report
 
Kewaunee Scientific Corporation (KEQU): Free Stock Analysis Report

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

Zacks Investment Research