Wall Street Analyst Tracker

How analysts question management — and how management responds.

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656 analysts · page 1 of 22

Analyst	Firm	Coverage	Questions	Focus Areas
Vivek Arya	Bank of America	ADI AMAT AMD ARM AVGO INTC KLAC LRCX MU NVDA TXN	66	Revenue GrowthDemandCloud & AI
Tim Arcuri	UBS	ADI AMAT AMD AVGO INTC KLAC LRCX MU NVDA TXN	63	Revenue GrowthDemandCapex Investment
CJ Muse	Cantor Fitzgerald	AMAT AMD ASML AVGO INTC KLAC LRCX MU NVDA TXN	56	DemandCompetitive DynamicsMargin
Gerard Cassidy	RBC Capital Markets	BAC C GS JPM MS WFC	54	Capital AllocationCompetitive DynamicsMargin
Harlan Sur	JPMorgan	ADI AMAT AMD ARM AVGO INTC KLAC LRCX MU NVDA TXN	53	DemandInnovation & R&DCloud & AI
Mike Zaremski	BMO Capital Markets	ALL CB CINF EG PGR TRV WRB	52	MarginPricingCost Pressure
Ebrahim Poonawala	Bank of America	C GS JPM MS WFC	50	Capital AllocationRegulation PolicyMacroeconomic
Stacy Rasgon	Bernstein	ADI AMAT AMD AVGO INTC KLAC LRCX NVDA TXN	50	Revenue GrowthDemandMargin
Ben Reitzes	Melius Research	AAPL AMD ANET AVGO CSCO IBM INTC NVDA ORCL	49	Cloud & AIRevenue GrowthDemand
Erika Najarian	UBS	AXP BAC C GS JPM MS WFC	49	Capital AllocationMarginRegulation Policy
Greg Peters	Raymond James	ALL CB CINF EG PGR TRV	49	PricingCompetitive DynamicsMargin
Aaron Rakers	Wells Fargo	AAPL AMD ANET AVGO CSCO INTC NVDA	46	Cloud & AIInnovation & R&DRevenue Growth
Betsy Graseck	Morgan Stanley	BAC C GS JPM WFC	45	Capital AllocationDemandMargin
Dave Motemaden	Evercore ISI	ALL CB EG PGR TRV WRB	45	MarginCompetitive DynamicsPricing
Mike Mayo	Wells Fargo	BAC C GS JPM MS	44	Regulation PolicyDemandMargin
Krish Sankar	TD Cowen	AAPL AMAT ARM ASML KLAC LRCX MU	43	DemandCloud & AIInnovation & R&D
Jim Schneider	Goldman Sachs	ADI AMAT ARM AVGO IBM KLAC LRCX NVDA T TMUS TXN VZ	41	DemandRevenue GrowthCloud & AI
Joe Moore	Morgan Stanley	ADI AMD AVGO INTC LRCX MU NVDA TXN	39	DemandSupply ChainCloud & AI
John McDonald	Truist Securities	BAC C JPM WFC	38	MarginRevenue GrowthCredit
Glenn Schorr	Evercore ISI	BAC C GS JPM MS	36	Competitive DynamicsCapital AllocationRevenue Growth
Alex Scott	Barclays	ALL CB EG PGR TRV WRB	35	PricingCapital AllocationCompetitive Dynamics
Amit Daryanani	Evercore ISI	AAPL ANET APH CSCO IBM	35	Cloud & AIRevenue GrowthDemand
Ross Seymore	Deutsche Bank	ADI AMD ARM AVGO INTC TXN	35	Competitive DynamicsMarginCost Pressure
Ben Swinburne	Morgan Stanley	DIS NFLX T TMUS VZ	34	Subscriber GrowthCompetitive DynamicsPricing
Brian Meredith	UBS	CB EG PGR TRV WRB	33	PricingMarginCapital Allocation
Tom O'Malley	Barclays	AMD AVGO INTC KLAC LRCX MU TXN	33	DemandCompetitive DynamicsCloud & AI
Elyse Greenspan	Wells Fargo	ALL CB EG PGR TRV WRB	32	MarginPricingCapital Allocation
Mike Ng	Goldman Sachs	AAPL ANET CSCO DIS T VZ	32	Revenue GrowthDemandCloud & AI
Chris Schott	JPMorgan	ABBV AMGN GILD JNJ LLY MRK	31	Revenue GrowthDemandProduct Launch
Jim Mitchell	Seaport Research Partners	BAC C GS JPM	31	Revenue GrowthDemandMargin