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Mizuho Securities — Tellvest
Firms
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Mizuho Securities
Mizuho Securities
Technology (20)
Basic Materials (8)
Financial Services (8)
Real Estate (5)
Healthcare (3)
Consumer Defensive (3)
Energy (2)
Utilities (1)
10
Analysts
20
Companies
50
Questions
Trends
up to 8 quarters
Questions per Quarter
10
2024Q4: 10
2024Q4
8
2025Q1: 8
2025Q1
13
2025Q2: 13
2025Q2
6
2025Q3: 6
2025Q3
11
2025Q4: 11
2025Q4
2
2026Q1: 2
2026Q1
Active Analysts
5
2024Q4: 5
2024Q4
3
2025Q1: 3
2025Q1
9
2025Q2: 9
2025Q2
4
2025Q3: 4
2025Q3
7
2025Q4: 7
2025Q4
2
2026Q1: 2
2026Q1
Companies Covered
8
2024Q4: 8
2024Q4
6
2025Q1: 6
2025Q1
12
2025Q2: 12
2025Q2
6
2025Q3: 6
2025Q3
9
2025Q4: 9
2025Q4
2
2026Q1: 2
2026Q1
Analysts
10
Analyst
Coverage
Questions
Vijay Rakesh
AMAT
ARM
AVGO
INTC
LRCX
+1
18
John Roberts
LIN
SHW
8
Focus Areas
18 topics
Revenue Growth
13
Cloud & AI
11
Demand
11
Capex Investment
10
Innovation & R&D
9
Competitive Dynamics
9
Pricing
7
Margin
6
Regulation Policy
5
Guidance Reliability
4
Company Coverage
20 companies
ARM
Arm Holdings
7q
SHW
The Sherwin-Williams Company
6q
PLD
Prologis
5q
LRCX
Lam Research
4q
UNH
UnitedHealth Group Incorporated
3q
ORCL
Oracle Corporation
2q
COST
Costco Wholesale Corporation
2q
Yaron Kinar
ALL
CB
TRV
WRB
6
Vikram Malhotra
PLD
5
Ann Hynes
UNH
3
Dave Bellinger
COST
WMT
3
Nitin Kumar
CVX
2
Dan Dolev
V
2
Siti Panigrahi
ORCL
2
Tony Crowdell
NEE
1
Vijay Rakesh
6 companies
18
John Roberts
2 companies
8
Yaron Kinar
4 companies
6
Vikram Malhotra
1 company
5
Ann Hynes
1 company
3
Dave Bellinger
2 companies
3
Nitin Kumar
1 company
2
Dan Dolev
1 company
2
Siti Panigrahi
1 company
2
Tony Crowdell
1 company
1
M&A
3
Cost Pressure
3
Geographic Expansion
3
Capital Allocation
3
Product Launch
2
Trade Tariffs
2
Subscriber Growth
1
Macroeconomic
1
V
Visa Inc.
2q
ALL
Allstate
2q
AMAT
Applied Materials
2q
LIN
Linde plc
2q
AVGO
Broadcom Inc.
2q
CVX
Chevron Corporation
2q
INTC
Intel Corporation
2q
TRV
The Travelers Companies, Inc.
2q
WMT
Walmart Inc.
1q
WRB
W. R. Berkley Corporation
1q
MU
Micron Technology, Inc.
1q
NEE
NextEra Energy
1q
CB
Chubb Limited
1q