Co-Analyst Research

Research Notes & Thematic Analysis

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

Initiation Memo for GE Vernova (GEV)

GE Vernova (GEV) revenue grew to $38.07B in 2025 with strong backlog and margin expansion. Read the full stock analysis and outlook.

Discover top nuclear energy companies like Constellation Energy (CEG) and their 2026 market exposure, including ownership, services, and market cap.

Palantir Technologies (PLTR) posts 85% YoY revenue growth in Q1 2026, driven by AI platform adoption and U.S. market strength.

Boeing Q2 2026 earnings preview: revenue, cash flow, and production ramp are in focus as BA targets positive FCF and margin recovery.

Zeta Global (ZETA) stock analysis: 2026 revenue up 29.7% to $1.3B, EBITDA margin 21.4%. See growth drivers and customer trends.

Amkor Technology (AMKR) Q2 2026 earnings preview highlights strong revenue growth, margin expansion, and advanced packaging momentum.

Celestica (CLS) Q2 2026 earnings preview highlights raised revenue guidance, strong YoY growth, and key segment drivers.

Exelixis (EXEL) Q2 2026 earnings preview highlights $633M consensus revenue and key growth drivers in RCC and NET.

F5, Inc. (FFIV) Q3 2026 earnings preview covers revenue guidance, EPS estimates, and key growth drivers for the quarter.