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Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

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

UnitedHealth Group (UNH): Q2 2026 Earnings Preview
$UNH

UnitedHealth Group (UNH): Q2 2026 Earnings Preview

UnitedHealth Group reports Q2 2026 earnings on July 16, with investors focused on medical cost trends, Medicare Advantage margin recovery, and Optum segment execution against full-year guidance.

Hudson Labs Research
Verizon (VZ): Q2 2026 Earnings Preview
$VZ

Verizon (VZ): Q2 2026 Earnings Preview

Verizon reports Q2 2026 results on July 21, with investors focused on wireless postpaid phone net adds, Frontier integration progress, and the company's cost transformation program.

Hudson Labs Research
Chevron Corporation (CVX) Equity Initiation Report: Permian Scale, Hess Integration, and Capital Returns
$CVX

Chevron Corporation (CVX) Equity Initiation Report: Permian Scale, Hess Integration, and Capital Returns

An equity initiation report on Chevron Corporation ($CVX), covering Permian Basin scale, TCO/Tengiz expansion, Hess acquisition integration (Guyana, Bakken), capital returns and balance sheet trajectory, valuation versus ExxonMobil and other majors, and key risks.

Hudson Labs Research
Eli Lilly and Company (LLY) Equity Initiation Report: Incretin Leadership, Pipeline Depth, and the GLP-1 Growth Cycle
$LLY

Eli Lilly and Company (LLY) Equity Initiation Report: Incretin Leadership, Pipeline Depth, and the GLP-1 Growth Cycle

An equity initiation report on Eli Lilly and Company ($LLY), covering incretin/GLP-1 portfolio growth (Mounjaro, Zepbound, Foundayo), pipeline depth, margin trajectory, capital allocation, valuation versus peers, and key risks.

Hudson Labs Research
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.