Tell
vest
Companies
Returns
Economy
Firms & Analysts
About
Search
Ctrl K
Loading…
Texas Capital Securities — Tellvest
Firms
/
Texas Capital Securities
Texas Capital Securities
Energy (49)
Consumer Defensive (10)
Industrials (8)
Consumer Cyclical (5)
Financial Services (2)
Technology (1)
6
Analysts
12
Companies
75
Questions
Trends
up to 8 quarters
Questions per Quarter
12
Q4'24: 12
Q4'24
12
Q1'25: 12
Q1'25
13
Q2'25: 13
Q2'25
14
Q3'25: 14
Q3'25
12
Q4'25: 12
Q4'25
12
Q1'26: 12
Q1'26
Questions
Challenging
Active Analysts
3
Q4'24: 3
Q4'24
2
Q1'25: 2
Q1'25
3
Q2'25: 3
Q2'25
4
Q3'25: 4
Q3'25
3
Q4'25: 3
Q4'25
4
Q1'26: 4
Q1'26
Companies Covered
5
Q4'24: 5
Q4'24
6
Q1'25: 6
Q1'25
6
Q2'25: 6
Q2'25
7
Q3'25: 7
Q3'25
6
Q4'25: 6
Q4'25
7
Q1'26: 7
Q1'26
Analysts
6
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Derrick Whitfield
BG
CTRA
EOG
FANG
TPL
47
—
Focus Areas
19 topics
Demand
26
Competitive Dynamics
17
Innovation & R&D
14
Capex Investment
14
Regulation Policy
11
Pricing
10
Revenue Growth
8
M&A
8
Cloud & AI
7
Geographic Expansion
6
Cost Pressure
5
Company Coverage
12 companies
TPL
Texas Pacific Land Corporation
20q
BG
Bunge Global
10q
CTRA
Coterra
8q
FANG
Diamondback Energy
7q
EQT
EQT Corporation
6q
DHI
D. R. Horton
5q
BLDR
Builders FirstSource
5q
John Annis
EQT
EXE
10
—
Alex Rygiel
BLDR
DHI
PWR
9
—
Min Cho
BLDR
4
—
Randy Binner
GL
MSTR
3
—
Derek Whitfield
BG
2
—
Derrick Whitfield
5 companies
47
Questions
John Annis
2 companies
10
Questions
Alex Rygiel
3 companies
9
Questions
Min Cho
1 company
4
Questions
Randy Binner
2 companies
3
Questions
Derek Whitfield
1 company
2
Questions
Macroeconomic
4
Credit
3
Margin
3
Supply Chain
2
Labor Market
1
Capital Allocation
1
Product Launch
1
Guidance Reliability
1
EOG
EOG Resources
4q
EXE
Expand Energy
4q
PWR
Quanta Services
3q
GL
Globe Life
2q
MSTR
MicroStrategy Inc.
1q