Just went through the latest batch of analyst reports and there's some interesting stuff worth paying attention to. The research team dropped analysis on 16 major stocks today, and I figured I'd share what caught my eye.

Philip Morris is one of those plays that keeps showing up in analyst reports for good reason. The smoke-free transition they've been pushing with IQOS and ZYN is actually working—these products hit 43% of their gross profit last year. Analysts are projecting EPS growth of 11-13% for 2026, which is solid. The thing is, the valuation is already pretty premium and you've got regulatory headwinds to consider. Still, the pricing power they've built is real.

Lockheed Martin is another one analysts keep circling back to. Up 51% in six months against the aerospace-defense index at 14.6%. The Pentagon keeps the orders flowing and their international business is solid too. But here's where analyst reports get interesting—performance issues on some programs could hit hard, and labor shortage in defense manufacturing is becoming a legit concern.

Danaher's analyst coverage highlights this interesting split: bioprocessing and diagnostics are firing on all cylinders, but the Life Sciences segment is dragging. The company's doing well managing supply chain stuff through their DBS initiatives, but debt levels and forex headwinds are real problems. Analysts see value here but it's not a clean story.

One microcap that showed up in today's analyst reports is Zeo Energy. Down 49% while the alternative energy space gained 24%. Looks beaten down but there's actually something brewing—they're hitting positive EBITDA territory and the Heliogen acquisition opens up data center and grid demand. Geographic expansion in 2026 could be a catalyst. Risky play but analyst analysis suggests the worst might be behind them.

Other analyst reports worth scanning today cover DoorDash (advertising revenue helping), Biogen (new drugs potentially offsetting MS drug declines), and several upgrades on DuPont and Popular Bank. General Mills and Builders FirstSource got downgraded—margin pressure and housing weakness respectively.

The analyst team also highlighted some stocks they think could double, though those come with the usual caveat that not every pick works out. If you're doing your own research, these analyst reports give you a solid starting point for what the pros are watching right now.