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Oppenheimer — Tellvest
Firms
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Oppenheimer
Oppenheimer
Financial Services (15)
Industrials (10)
Consumer Defensive (7)
Healthcare (6)
Communication Services (6)
Consumer Cyclical (3)
Technology (3)
13
Analysts
21
Companies
50
Questions
Trends
up to 8 quarters
Questions per Quarter
2
2024Q3: 2
2024Q3
8
2024Q4: 8
2024Q4
8
2025Q1: 8
2025Q1
11
2025Q2: 11
2025Q2
12
2025Q3: 12
2025Q3
6
2025Q4: 6
2025Q4
3
2026Q1: 3
2026Q1
Active Analysts
1
2024Q3: 1
2024Q3
6
2024Q4: 6
2024Q4
7
2025Q1: 7
2025Q1
9
2025Q2: 9
2025Q2
9
2025Q3: 9
2025Q3
3
2025Q4: 3
2025Q4
3
2026Q1: 3
2026Q1
Companies Covered
1
2024Q3: 1
2024Q3
7
2024Q4: 7
2024Q4
8
2025Q1: 8
2025Q1
10
2025Q2: 10
2025Q2
11
2025Q3: 11
2025Q3
5
2025Q4: 5
2025Q4
3
2026Q1: 3
2026Q1
Analysts
13
Analyst
Coverage
Questions
Mike Phillips
CINF
PGR
TRV
11
Kristen Owen
CAT
DE
10
Rupesh Parikh
COST
Focus Areas
18 topics
Demand
15
Margin
13
Pricing
12
Competitive Dynamics
8
Revenue Growth
8
Geographic Expansion
7
Trade Tariffs
7
Cost Pressure
7
Innovation & R&D
6
Macroeconomic
4
Company Coverage
21 companies
CINF
Cincinnati Financial
9q
COST
Costco Wholesale Corporation
5q
DE
Deere & Company
5q
CAT
Caterpillar Inc.
5q
AMGN
Amgen Inc.
4q
NFLX
Netflix, Inc.
3q
NKE
NIKE, Inc.
2q
WMT
7
Jay Olson
AMGN
4
Tim Horan
T
TMUS
VZ
3
Rayna Kumar
MA
V
3
Jason Helfstein
NFLX
3
Ed Yang
KLAC
LRCX
3
Brian Nagel
NKE
2
Chris Kotowski
JPM
1
Brian Bittner
MCD
1
Suraj Kalia
ABT
1
Matt Biegler
GILD
1
Mike Phillips
3 companies
11
Kristen Owen
2 companies
10
Rupesh Parikh
2 companies
7
Jay Olson
1 company
4
Tim Horan
3 companies
3
Rayna Kumar
2 companies
3
Jason Helfstein
1 company
3
Ed Yang
2 companies
3
Brian Nagel
1 company
2
Chris Kotowski
1 company
1
Brian Bittner
1 company
1
Suraj Kalia
1 company
1
Matt Biegler
1 company
1
Subscriber Growth
4
Inventory
3
Regulation Policy
3
Guidance Reliability
3
Product Launch
3
Labor Market
2
Cloud & AI
2
Capital Allocation
1
WMT
Walmart Inc.
2q
KLAC
KLA Corporation
2q
MA
Mastercard
2q
LRCX
Lam Research
1q
V
Visa Inc.
1q
ABT
Abbott Laboratories
1q
MCD
McDonald's Corporation
1q
JPM
JPMorgan Chase & Co.
1q
VZ
Verizon Communications Inc.
1q
GILD
Gilead Sciences
1q
PGR
Progressive Corporation
1q
TMUS
T-Mobile US, Inc.
1q
T
AT&T
1q
TRV
The Travelers Companies, Inc.
1q