Wall Street Analyst Tracker

How analysts question management — and how management responds.

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762 analysts · page 1 of 26

Analyst	Firm	Coverage	Questions	Focus Areas
Tim Arcuri	UBS	ADI AMAT AMD AVGO INTC KLAC LRCX MU NVDA QCOM TXN	71	Revenue GrowthDemandCapex Investment
Vivek Arya	Bank of America	ADI AMAT AMD ARM AVGO INTC KLAC LRCX MU NVDA TXN	66	Revenue GrowthDemandCloud & AI
CJ Muse	Cantor Fitzgerald	ADI AMAT AMD ASML AVGO INTC KLAC LRCX MU NVDA TXN	65	DemandCompetitive DynamicsMargin
Stacy Rasgon	Bernstein	ADI AMAT AMD AVGO INTC KLAC LRCX NVDA QCOM TXN	59	Revenue GrowthDemandTrade Tariffs
Gerard Cassidy	RBC Capital Markets	BAC C GS JPM MS WFC	58	Competitive DynamicsCapital AllocationMargin
Ben Reitzes	Melius Research	AAPL AMD ANET AVGO CSCO IBM INTC NVDA ORCL QCOM	54	Cloud & AIRevenue GrowthCompetitive Dynamics
Ebrahim Poonawala	Bank of America	C GS JPM MS WFC	54	Regulation PolicyCapital AllocationMacroeconomic
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	PricingMarginCost Pressure
Erika Najarian	UBS	AXP BAC C GS JPM MS WFC	50	Capital AllocationMarginRegulation Policy
Greg Peters	Raymond James	ALL CB CINF EG PGR TRV	49	PricingCompetitive DynamicsMargin
Mike Mayo	Wells Fargo	BAC C GS JPM MS	48	DemandRegulation PolicyMargin
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
Glenn Schorr	Evercore ISI	BAC BX C GS JPM MS	43	Competitive DynamicsCapital AllocationRevenue Growth
Krish Sankar	TD Cowen	AAPL AMAT ARM ASML KLAC LRCX MU	43	DemandCloud & AIInnovation & R&D
Ross Seymore	Deutsche Bank	ADI AMD ARM AVGO INTC QCOM TXN	43	MarginCompetitive DynamicsCost Pressure
Chris Schott	JPMorgan	ABBV AMGN GILD JNJ LLY MRK PFE	42	Competitive DynamicsDemandProduct Launch
John McDonald	Truist Securities	BAC C JPM WFC	42	MarginRevenue GrowthCredit
Jim Schneider	Goldman Sachs	ADI AMAT ARM AVGO IBM KLAC LRCX NVDA T TMUS TXN VZ	41	DemandRevenue GrowthCloud & AI
Samik Chatterjee	JPMorgan	AAPL ANET APH CSCO GLW QCOM	41	Cloud & AIDemandTrade Tariffs
Joe Moore	Morgan Stanley	ADI AMD AVGO INTC LRCX MU NVDA QCOM TXN	40	DemandSupply ChainCloud & AI
Terence Flynn	Morgan Stanley	ABBV AMGN GILD JNJ LLY MRK PFE	38	Innovation & R&DRegulation PolicyProduct Launch
Doug Anmuth	JPMorgan	AMZN BKNG GOOGL META NFLX UBER	37	Cloud & AICompetitive DynamicsCapex Investment
Scott Davis	Melius Research	DHR ETN HON MMM	37	Revenue GrowthInnovation & R&DCapital Allocation
Chris Caso	Wolfe Research	ADI AMAT ASML KLAC MU QCOM TXN	36	DemandMarginTrade Tariffs
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
Brian Nowak	Morgan Stanley	AMZN BKNG GOOGL META UBER	35	Innovation & R&DCloud & AICompetitive Dynamics