The Zacks Analyst Blog Highlights SAP, UBS Group, Cadence, Village Super Market and Medalist Diversified

For Immediate Release Chicago, IL – July 14, 2026 – Zacks.com announces the list of stocks and ETFs 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: SAP SE SAP, UBS Group AG UBS, Cadence Design Systems, Inc. CDNS, Village Super Market, Inc. VLGEA and Medalist Diversified, Inc. MDRR. Here are highlights from Tuesday's Analyst Blog: Top Research Reports for SAP, UBS and Cadence 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 SAP SE, UBS Group AG and Cadence Design Systems, Inc., as well as two micro-cap stocks Village Super Market, Inc. and Medalist Diversified, 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 >>> 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 >>> Q2 Earnings & Inflation Numbers to Inform Trading Week Today's Featured Research Reports Shares of SAP have underperformed the Zacks Computer - Software industry over the past year (-46.6% vs. -27.5%). The Middle East conflict and broader macroeconomic and geopolitical uncertainty remain headwinds for the company. Despite these risks, it reaffirmed its full-year 2026 guidance, including 23-25% cloud revenue growth at cc to €25.8-€26.2 billion. Software support revenue is likely to decline faster as more customers shift to the cloud. Nevertheless, SAP's performance hinges on its high-growth cloud business, expanding margins, AI-driven differentiation and strong capital returns. Public cloud orders are gaining momentum, making up a major chunk of its quarterly volume, while SAP continued to gain market share against best-of-breed software vendors. SAP expects AI-driven consumption models to lead cloud revenue growth by 2030. Rapid uptake of Rise with SAP and Grow with SAP solutions is aiding sales while SAP Business AI, Business Data Cloud and Sovereign Cloud are gaining solid traction. (You can read the full research report on SAP here >>>) UBS' shares have outperformed the Zacks Banks - Foreign industry over the past year (+46.8% vs. +46.4%). The company's earnings surpassed estimates in all the trailing four quarters. After completing the migration of former Credit Suisse clients, it remains on track to complete the integration by 2026, targeting nearly $13.5 billion in gross cost savings. The strategic partnership with MSCI is expected to strengthen its private markets capabilities and client solutions. Net interest income (NII) growth and a strong capital position will support top-line growth. However, elevated digital infrastructure and integration costs remain a concern. Despite progress in resolving Credit Suisse's legacy issues, litigation and regulatory uncertainty may still pressure earnings. Its high debt/equity ratio raises concerns about capital distribution sustainability. (You can read the full research report on UBS here >>>) Shares of Cadence have outperformed the Zacks Computer - Software industry over the past year (+20.7% vs. -27.5%). The company's top line performance is benefiting from higher design complexity and rising customer spend on AI-driven automation. Amid rapid AI proliferation, the Cadence.ai portfolio has been gaining strength and the new product launches (like AgentStack along with ChipStack, ViraStack and InnoStack AI Super Agents) are expected to aid in sustaining the momentum. The hardware systems continue to gain traction from AI, HPC, robotics and automotive companies. The inorganic strategy is the calculated execution of its Intelligent System Design vision. Backlog stood at $8 billion. Management now expects 2026 revenues to be between $6.125-$6.225 billion compared with $5.3 billion in 2025. Offsetting these positives, the Hexagon D&E acquisition is expected to be dilutive to the 2026 bottom line. (You can read the full research report on Cadence here >>>) Village Super Market's shares have outperformed the Zacks Retail - Supermarkets industry over the past year (+20% vs. +17.5%). This microcap company with a market capitalization of $637.55 million sees its long-term outlook supported by a robust investment cycle focused on larger replacement stores, remodels, merchandising initiatives and technology upgrades that should expand selling capacity, improve productivity and sustain revenue growth. Healthy same-store sales, new store openings and continued expansion projects provide additional growth visibility. Strong operating cash flow enables the company to fund capital investments, reduce debt and maintain consistent dividend payments without relying heavily on external financing, while lower interest expenses and disciplined debt management further improve earnings quality and financial flexibility. However, risks include persistent margin pressure from higher promotional, warehouse, labor and operating costs, significant dependence on Wakefern for merchandise and services. The stock trades at a meaningful discount to peers on EV/sales. (You can read the full research report on Village Super Market here >>>) Shares of Medalist Diversified have gained +4.6% over the past year against the Zacks REIT and Equity Trust - Other industry's gain of +14.1%. This microcap company with a market capitalization of $18.25 million is transitioning from a traditional REIT to an asset-light DST sponsor, with fee income expected to replace property ownership as its primary earnings driver. The inaugural Tesla Pensacola DST validates the strategy, though monetization remains early and near-term results reflect launch costs rather than recurring fees. Asset sales have strengthened liquidity, reduced debt and improved flexibility, while the remaining portfolio is concentrated in high-occupancy, net-lease assets with strong tenant credit profiles. Yet execution risk remains elevated until DST fundraising scales and fee income become recurring. Dividend sustainability depends on improving operating cash flow rather than one-time asset gains. The valuation suggests investors remain skeptical of the transition, leaving meaningful upside if MDRR successfully scales recurring DST fee income. (You can read the full research report on Medalist Diversified here >>>) Story Continues Free: Instant Access to Zacks' Market-Crushing Strategies Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached. Get all the details here >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@zacks.com https://www.zacks.com 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. 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 UBS Group AG (UBS) : Free Stock Analysis Report SAP SE (SAP) : Free Stock Analysis Report Cadence Design Systems, Inc. (CDNS) : Free Stock Analysis Report Village Super Market, Inc. (VLGEA): Free Stock Analysis Report Medalist Diversified REIT, Inc. (MDRR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments