Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Marvell Q2 2027 Earnings Preview: MRVL Revenue Preview 2026

Marvell (MRVL) Q2 2027 earnings preview: consensus expects $2.7B revenue, with focus on data center growth and custom silicon ramp.

Aug 10, 2026

MDT

Medtronic Q1 2027 Earnings Preview: MDT Guidance and Preview

Medtronic Q1 2027 earnings preview: guidance, growth drivers, and margin outlook for MDT. See what to watch and how last year compares.

Aug 10, 2026

NVDA

Nvidia Q2 2027 Earnings Preview: NVDA Revenue and Outlook

Nvidia (NVDA) Q2 2027 earnings preview: consensus sees $91.8B revenue, nearly doubling YoY. Key focus on AI, data center, and Vera Rubin ramp.

Aug 10, 2026

PANW

Palo Alto Networks Q4 2026 Earnings Preview: PANW Results Preview

Palo Alto Networks (PANW) Q4 2026 earnings preview: 32% revenue growth expected, with focus on AI security and M&A integration.

Aug 10, 2026

CRM

Salesforce Q2 2027 Earnings Preview: CRM Revenue Preview

Salesforce (CRM) Q2 2027 earnings preview: revenue guidance matches consensus, Agentforce and Slackbot drive growth. Key metrics and risks highlighted.

Aug 10, 2026

TD Bank Q3 2026 Earnings Preview: TD Revenue, EPS Preview

TD Bank Q3 2026 earnings preview: consensus expects $10.7B revenue and $1.72 EPS, with focus on margin, loan growth, and cost savings.

Aug 10, 2026

HEI$HEI

HEICO — Business Ecosystem Dashboard

HEICO is not one company but 136 of them. An interactive map of every operating business, product line, aircraft platform and aftermarket relationship across its two segments.

Suhas PaiAug 7, 2026