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Melius Research — Tellvest
Firms
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Melius Research
Melius Research
Technology (49)
Industrials (39)
Consumer Cyclical (2)
Energy (1)
8
Analysts
18
Companies
91
Questions
Trends
up to 8 quarters
Questions per Quarter
13
2024Q4: 13
2024Q4
19
2025Q1: 19
2025Q1
18
2025Q2: 18
2025Q2
20
2025Q3: 20
2025Q3
18
2025Q4: 18
2025Q4
3
2026Q1: 3
2026Q1
Active Analysts
5
2024Q4: 5
2024Q4
5
2025Q1: 5
2025Q1
4
2025Q2: 4
2025Q2
6
2025Q3: 6
2025Q3
4
2025Q4: 4
2025Q4
1
2026Q1: 1
2026Q1
Companies Covered
9
2024Q4: 9
2024Q4
14
2025Q1: 14
2025Q1
13
2025Q2: 13
2025Q2
15
2025Q3: 15
2025Q3
13
2025Q4: 13
2025Q4
3
2026Q1: 3
2026Q1
Analysts
8
Analyst
Coverage
Questions
Ben Reitzes
AAPL
AMD
ANET
AVGO
CSCO
+4
49
Scott Davis
HON
MMM
20
Focus Areas
21 topics
Demand
24
Revenue Growth
24
Cloud & AI
23
Innovation & R&D
20
Competitive Dynamics
20
Margin
10
Pricing
8
Supply Chain
7
Capital Allocation
7
Product Launch
7
Company Coverage
18 companies
AAPL
Apple Inc.
10q
HON
Honeywell International Inc.
10q
MMM
3M Company
10q
INTC
Intel Corporation
8q
CSCO
Cisco Systems, Inc.
6q
NVDA
NVIDIA Corporation
5q
AVGO
Broadcom Inc.
5q
Scott Mikus
BA
GE
RTX
10
Rob Wertheimer
CAT
DE
7
Karen Short
HD
2
Jim West
CVX
1
Rob Spingarn
GE
1
Paddy Bogart
DE
1
Ben Reitzes
9 companies
49
Scott Davis
2 companies
20
Scott Mikus
3 companies
10
Rob Wertheimer
2 companies
7
Karen Short
1 company
2
Jim West
1 company
1
Rob Spingarn
1 company
1
Paddy Bogart
1 company
1
Cost Pressure
6
Capex Investment
6
Guidance Reliability
5
Trade Tariffs
5
Geographic Expansion
4
Regulation Policy
4
M&A
3
Macroeconomic
2
Subscriber Growth
1
Inventory
1
Labor Market
1
CAT
Caterpillar Inc.
5q
IBM
International Business Machines Corporation
5q
RTX
RTX Corporation
5q
AMD
Advanced Micro Devices, Inc.
4q
ANET
Arista Networks
4q
GE
GE Aerospace
4q
DE
Deere & Company
3q
ORCL
Oracle Corporation
2q
BA
The Boeing Company
2q
HD
The Home Depot, Inc.
2q
CVX
Chevron Corporation
1q