Co-Analyst Research

Research Notes & Thematic Analysis

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

Rocket Lab Competitors: RKLB Peer Comparison 2026

Explore Rocket Lab's (RKLB) 2026 competitors, including Northrop Grumman, Lockheed Martin, and Planet Labs, with a focus on market cap and product lines.

May 23, 2026

SPG

Simon Property Group Competitors: SPG Peers 2026

See how Simon Property Group compares to major retail REIT competitors by market cap, property type, and strategy in 2026.

May 23, 2026

ORCLINTUCompetitors

ADP Competitors: ADP Top Peers in 2026

Explore how Automatic Data Processing (ADP) compares to major HCM and payroll competitors in 2026, including Paychex and Workday.

May 22, 2026

AMTCCIIRM+3

American Tower Competitors: AMT Peers 2026

See how American Tower compares to Crown Castle, SBA, and Equinix in 2026, with AMT leading in global communications infrastructure.

May 22, 2026

DUKNEEAEP+1

Bloom Energy Competitors: BE Top Peers 2026

Bloom Energy faces competition from Plug Power, FuelCell Energy, and solar leaders. See how BE compares in the 2026 energy sector.

May 22, 2026

TTMUSVZ+2

Comcast Competitors: CMCSA Key Rivals in 2026

Explore Comcast's main competitors, including AT&T, Verizon, and Netflix, with a 2026 market cap comparison and product line analysis.

May 22, 2026

M&A

Communications Services M&A 2025 / 2026: Key Deals & Tickers

Major 2025 and 2026 Communications Services M&A: Verizon acquires Frontier for $22.3B, Nexstar buys TEGNA for $6.2B. See all key deals and prices.

May 22, 2026

M&AETSY

Consumer Cyclical Stocks M&A 2026: Key Deals & Tickers

Major 2026 M&A deals in consumer cyclical stocks include GameStop's $125/share eBay bid and Six Flags' $318.9M park sale.

May 22, 2026

CSX Competitors: CSX Top Peers in 2026

See how CSX Corporation stacks up against major rail competitors like Norfolk Southern and Union Pacific in 2026.

May 22, 2026