Analyst reports are frequently written to provide guidance to investors as to whether to invest in specific companies or industry sectors. Reports are focused on recent financials or expected share price movements, sometimes relative to competitors in the same industry. Sometimes, reports may be referred to as: Broker research; Broker reports; Equity research; Sell-side reports; Aftermarket research. These terms are often used interchangeably.
Investment banks employ financial analysts or security analysts who are experts in evaluating companies and providing "buy", "sell" or "hold" recommendations.
Examples of investment banks which produce analyst reports include: RBC Capital Markets; Morgan Stanley; Deutsche Bank, etc.
Note that USC does not provide access to buy-side analyst reports.
Best bets for sell-side analyst reports include;
LSEG Workspace
- Search for a public company in the search box. Once on the company overview page, find "News & Research" and select "Company Research." Note that the default for company research includes "Last 90 Days." Examine the results, filter by contributor, or search reports by keywords, etc. Alternatively, search ADVRES in the search box and then search for a known company.
- Includes Morgan Stanley, Bank of America, Wells Fargo, Barclays, JP Morgan, UBS Equities, Credit Suisse, Citigroup and others where available.
JP Morgan Research
- Enter your search term(s), then navigate to the All source types tab/Reports/Apply. On the left, filter results to Publication title/J.P. Morgan Equities Research Reports. Once the filter is applied, you can alter terms in the search bar and continue searching only JPM reports. Coverage is 2011 to current with a one week embargo.
Factiva
- Click the "Companies/Markets" tab at the top. Search for a company, allowing for fuzzy searching or by clicking "Go". Once on the company snapshot page, find "Analysis and Profiles" and examine the "Refinitiv Analyst Collection."
- Includes JPMorgan, and others where available.