Research Notes & Thematic Analysis

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

Verizon Q3 2026 Earnings Preview: VZ Results and Guidance

Verizon (VZ) Q3 2026 earnings preview: consensus expects $34.9B revenue and raised EPS guidance. See key drivers and year-over-year trends.

Oct 5, 2026

GLP-1 Readthrough - Last Month

GLP-1 obesity drugs are changing consumer habits at McDonald's, Darden, and others, with smaller portions and more protein-forward choices in 2026.

Sep 30, 2026

BAC

Bank of America Q3 2026 Earnings Preview: BAC Results Preview

Bank of America (BAC) Q3 2026 earnings preview: consensus expects $31.2B revenue and $1.17 EPS. Key factors include NII, fee income, and expense trends.

Sep 28, 2026

BNY

BNY Q3 2026 Earnings: Revenue Preview, Guidance, Key Metrics

Bank of New York Mellon (BNY) expects 12% revenue growth for Q3 2026. Review earnings preview, guidance, and key factors to watch.

Sep 28, 2026

Citigroup Q3 2026 Earnings: C Revenue, EPS Preview

Citigroup (C) Q3 2026 earnings preview: consensus revenue $23.8B, EPS $2.68. Key guidance and factors to watch for the upcoming report.

Sep 28, 2026

Goldman Sachs Q3 2026 Earnings: GS Results Preview

Goldman Sachs Q3 2026 earnings preview: Can GS maintain record momentum? Consensus expects $17.4B revenue and $15.39 EPS.

Sep 28, 2026

Johnson & Johnson Q3 2026 Earnings Preview: JNJ Results

Johnson & Johnson (JNJ) Q3 2026 earnings preview highlights raised guidance, segment growth, and critical factors for investors.

Sep 28, 2026

JPM

JPMorgan Q3 2026 Earnings Preview: Revenue, Guidance, Outlook

JPMorgan Chase Q3 2026 earnings preview: consensus sees $50.8B revenue, $5.86 EPS. Find out what could drive JPM stock next.

Sep 28, 2026

Morgan Stanley Q3 2026 Earnings Preview: MS Results Preview

Morgan Stanley (MS) Q3 2026 earnings preview: consensus sees $20.7B revenue and $3.12 EPS. Find out what to watch for next quarter.

Sep 28, 2026