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Mizuho Securities — Tellvest
Firms
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Mizuho Securities
Mizuho Securities
Technology (28)
Real Estate (10)
Basic Materials (8)
Financial Services (8)
Energy (5)
Consumer Cyclical (4)
Healthcare (3)
Consumer Defensive (3)
12
Analysts
26
Companies
70
Questions
Trends
up to 8 quarters
Questions per Quarter
13
2024Q4: 13
2024Q4
12
2025Q1: 12
2025Q1
17
2025Q2: 17
2025Q2
11
2025Q3: 11
2025Q3
15
2025Q4: 15
2025Q4
2
2026Q1: 2
2026Q1
Active Analysts
5
2024Q4: 5
2024Q4
4
2025Q1: 4
2025Q1
10
2025Q2: 10
2025Q2
6
2025Q3: 6
2025Q3
9
2025Q4: 9
2025Q4
2
2026Q1: 2
2026Q1
Companies Covered
10
2024Q4: 10
2024Q4
9
2025Q1: 9
2025Q1
16
2025Q2: 16
2025Q2
10
2025Q3: 10
2025Q3
13
2025Q4: 13
2025Q4
2
2026Q1: 2
2026Q1
Analysts
12
Analyst
Coverage
Questions
Vijay Rakesh
AMAT
ARM
AVGO
INTC
LRCX
+1
18
John Roberts
GLW
LIN
SHW
Focus Areas
19 topics
Revenue Growth
17
Competitive Dynamics
16
Demand
14
Capex Investment
13
Cloud & AI
11
Pricing
11
Innovation & R&D
10
Margin
10
M&A
6
Regulation Policy
6
Company Coverage
26 companies
ARM
Arm Holdings
7q
GLW
Corning Inc.
7q
SHW
The Sherwin-Williams Company
6q
PLD
Prologis
5q
WELL
Welltower
5q
LRCX
Lam Research
4q
COP
ConocoPhillips
3q
15
Vikram Malhotra
PLD
WELL
9
Dave Bellinger
COST
LOW
WMT
6
Yaron Kinar
ALL
CB
TRV
WRB
6
Nitin Kumar
COP
CVX
5
Ann Hynes
UNH
3
Siti Panigrahi
ORCL
SHOP
3
Dan Dolev
V
2
Tony Crowdell
NEE
1
Georgie Dinkov
WELL
1
Lloyd Walmsley
BKNG
1
Vijay Rakesh
6 companies
18
John Roberts
3 companies
15
Vikram Malhotra
2 companies
9
Dave Bellinger
3 companies
6
Yaron Kinar
4 companies
6
Nitin Kumar
2 companies
5
Ann Hynes
1 company
3
Siti Panigrahi
2 companies
3
Dan Dolev
1 company
2
Tony Crowdell
1 company
1
Georgie Dinkov
1 company
1
Lloyd Walmsley
1 company
1
Guidance Reliability
5
Trade Tariffs
5
Supply Chain
4
Geographic Expansion
4
Capital Allocation
4
Cost Pressure
3
Product Launch
2
Subscriber Growth
1
Macroeconomic
1
UNH
UnitedHealth Group Incorporated
3q
LOW
Lowe's
3q
ORCL
Oracle Corporation
2q
COST
Costco Wholesale Corporation
2q
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
BKNG
Booking Holdings
1q
WRB
W. R. Berkley Corporation
1q
MU
Micron Technology, Inc.
1q
SHOP
Shopify
1q
NEE
NextEra Energy
1q
CB
Chubb Limited
1q