No Hallucination Guarantee now live—Learn more
Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

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

Home Depot Inc. (HD) Equity Initiation Report: Pro Ecosystem Expansion, SRS Integration, and the Path to Margin Recovery
$HD

Home Depot Inc. (HD) Equity Initiation Report: Pro Ecosystem Expansion, SRS Integration, and the Path to Margin Recovery

An equity initiation report on Home Depot Inc. ($HD), covering Pro ecosystem expansion (SRS Distribution, GMS, Mingledorff's), omnichannel growth, margin trajectory and capital allocation, valuation versus Lowe's and home improvement peers, and key risks.

Hudson Labs Research·
Visa Inc. (V) Equity Initiation Report: Network Scale, Value-Added Services, and the Stablecoin Opportunity
$V

Visa Inc. (V) Equity Initiation Report: Network Scale, Value-Added Services, and the Stablecoin Opportunity

An equity initiation report on Visa Inc. ($V), covering payments volume trends, value-added services growth, margin trajectory, capital allocation, stablecoin/blockchain initiatives, valuation versus peers, and key risks.

Hudson Labs Research·
Walmart Inc. (WMT) Equity Initiation Report: Omnichannel Scale Meets Margin Expansion
$WMT

Walmart Inc. (WMT) Equity Initiation Report: Omnichannel Scale Meets Margin Expansion

An equity initiation report on Walmart Inc. ($WMT), covering financial performance, e-commerce and advertising growth, margin trajectory, valuation versus peers, and key risks.

Hudson Labs Research·
CFO Turnover in the Last Week
Risk & Red FlagsResearch

CFO Turnover in the Last Week

See which major companies like Marvell, AT&T, and Adobe announced CFO changes in June 2026, with details on resignations and replacements.

Kris Bennatti·
RTX (RTX Corp): Equity Initiation Report — Outperform on Defense Backlog Strength and Margin Recovery
Company ResearchResearch$RTX

RTX (RTX Corp): Equity Initiation Report — Outperform on Defense Backlog Strength and Margin Recovery

RTX Corp (RTX) sees strong 2026 growth with a $271B backlog and rising margins. Explore the latest stock analysis and outlook.

·
Bank of America Corporation (BAC) — Q2 2026 Earnings Preview
Earnings Preview$BAC

Bank of America Corporation (BAC) — Q2 2026 Earnings Preview

Bank of America (BAC) Q2 2026 earnings preview highlights strong revenue and net income growth, with focus on NII, fee businesses, and capital returns.

·
BNY Mellon (BK) — Q2 2026 Earnings Preview
Earnings Preview$BNY

BNY Mellon (BK) — Q2 2026 Earnings Preview

BNY Mellon (BK) Q2 2026 earnings preview highlights $5.34B revenue and $2.20 EPS consensus. Explore key growth drivers and outlook.

·
Citigroup Inc. (C) — Q2 2026 Earnings Preview
Earnings Preview$C

Citigroup Inc. (C) — Q2 2026 Earnings Preview

Citigroup (C) Q2 2026 earnings preview: revenue expected at $23.3B, EPS $2.64, with strong buybacks and segment growth.

·
Communication Services Sector Q1 Earnings: Key Themes, Outlook, and Risks Analys
Market & MacroResearch

Communication Services Sector Q1 Earnings: Key Themes, Outlook, and Risks Analys

AT&T, Charter, and Comcast drive 2026 Communication Services sector growth with fiber, 5G, and bundled services. See key earnings trends.

·