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Analyst Directory

How analysts question management — and how management responds.

2254 analysts · page 1 of 46

Analyst	Firm	Coverage	Questions	ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.	Focus Areas
Julien Dumoulin-Smith	Jefferies	AEE AEP AES ATO CEG CMS CNP DTE DUK EPD ES ETR EVRG EXC FSLR GEV KMI LNT NEE NI NRG PCG PEG PNW PWR SO SRE VST WEC WMB XEL	231	2%	Capex InvestmentDemandRegulation Policy
Julian Mitchell	Barclays	ALLE AME CARR DOV EMR ETN FTV GEV HON HUBB IR ITW JCI LII MMM OTIS PH PNR ROK ROP SWK TT VRT	224	8%	MarginDemandRevenue Growth
Nick Campanella	Barclays	AEE AEP AES ATO CEG CMS CNP D DTE DUK EIX ETR EVRG EXC FE LNT NEE NI NRG PCG PEG PNW SO SRE WEC XEL	221	4%	Regulation PolicyCapital AllocationCapex Investment
Jeremy Tonet	JPMorgan	AEE AEP CEG CMS CNP D DTE DUK EPD ES ETR EXC FE KMI NEE OKE PEG PPL SO TRGP VST WEC WMB XEL	206	2%	Regulation PolicyDemandCapex Investment
Andy Kaplowitz	Citigroup	AOS CARR DOV EMR ETN FTV GEV HON IR ITW J JCI MMM PH PNR PWR ROK TT VLTO VRT XYL	196	5%	DemandMarginRevenue Growth
Samik Chatterjee	JPMorgan	AAPL ANET APH CDW CIEN COHR CSCO DELL FFIV FLEX GLW HPE HPQ JBL KEYS LITE NTAP QCOM SMCI STX TEL TER	194	10%	Cloud & AIDemandRevenue Growth
Nigel Coe	Wolfe Research	AME CARR DOV EMR ETN FAST FTV GEV GWW HON HUBB IR ITW JCI LII MMM OTIS PH PNR ROK SWK TT VRT	189	9%	DemandMarginRevenue Growth
Jeff Sprague	Vertical Research Partners	ALLE AME CARR DD DOV EMR ETN FTV HON HUBB IEX IR ITW JCI LII MMM OTIS PH ROK SWK TT VLTO VRT	185	13%	DemandMarginTrade Tariffs
Chris Snyder	Morgan Stanley	ALLE AME CARR DOV ETN FAST FTV GWW HON HUBB IR JCI LII MMM OTIS PH ROK SWK TT VRT	182	12%	DemandMarginPricing
Ebrahim Poonawala	Bank of America	BNY C CFG FITB GS HBAN JPM KEY MS MTB NTRS PNC RF STT TFC USB WFC	180	8%	Revenue GrowthCapital AllocationMargin
Deane Dray	RBC Capital Markets	AME CARR DOV EMR ETN FTV GWW HON IEX JCI LII MMM PNR ROP TT VLTO VRT XYL	166	2%	DemandCompetitive DynamicsM&A
Elyse Greenspan	Wells Fargo	ACGL AFL AIG AJG ALL AON BRO CB EG GL HIG MET MRSH PGR PRU ROOT TRV WRB WTW	166	8%	MarginRevenue GrowthCapital Allocation
Gerard Cassidy	RBC Capital Markets	BAC BNY C CFG FITB GS JPM KEY MS MTB NTRS PNC RF STT TFC USB WFC	164	2%	CreditDemandCompetitive Dynamics
Steve Fleishman	Wolfe Research	AEP AES CEG CNP D DUK EIX ES ETR EXC FE NEE NI NRG PCG PPL PWR SO SRE VST XEL	161	6%	Regulation PolicyCapex InvestmentDemand
Shar Pourreza	Wells Fargo	AEE AEP CEG CMS CNP D DTE DUK EIX ES ETR EVRG EXC FE LNT NEE NI NRG PCG PEG PNW PPL SO SRE VST WEC	158	5%	Capex InvestmentRegulation PolicyDemand
Scott Davis	Melius Research	CARR DD DHR DOV EMR ETN FTV HON ITW JCI MMM PH ROK ROP TEL TT VLTO VRT XYL	157	5%	DemandCompetitive DynamicsMargin
Dave Arcaro	Morgan Stanley	AEP AES ATO CEG CMS CNP D DTE DUK EIX ETR EXC FE FSLR GEV NEE NRG PCG PEG PPL SO SRE VST XEL	156	1%	DemandRegulation PolicyCloud & AI
Neil Mehta	Goldman Sachs	APA BKR COP CTRA CVX DVN EOG EQT EXE FANG HAL MPC OXY PSX SLB VLO XOM	153	6%	Capital AllocationMacroeconomicCapex Investment
Carly Davenport	Goldman Sachs	AEE AEP D DUK EIX ES EXC FE NEE NRG PCG PEG SO SRE WEC XEL	152	1%	Regulation PolicyCapex InvestmentDemand
Vivek Arya	Bank of America	ADI ALAB AMAT AMD ARM AVGO CDNS COHR INTC KLAC LITE LRCX MCHP MRVL MU NVDA NXPI ON QCOM SNPS TER TXN	152	19%	Revenue GrowthDemandCompetitive Dynamics
Jim Schneider	Goldman Sachs	ACN ADI AMAT AMT ARM AVGO CCI CDNS CHTR CTSH DLR EPAM EQIX IBM KLAC LRCX MCHP MRVL NVDA NXPI ON Q SBAC SNDK SNPS STX SWKS T TER TMUS TXN VZ	149	3%	DemandRevenue GrowthCloud & AI
Erika Najarian	UBS	AXP BAC C CFG COF FITB GS HBAN JPM KEY MS MTB PNC RF SYF TFC USB WFC	148	8%	MarginCapital AllocationRevenue Growth
Mike Zaremski	BMO Capital Markets	ACGL AIG AJG ALL AON BRO CB CINF EG HIG LMND MRSH PGR TRV WRB WTW	143	14%	MarginPricingRevenue Growth
Dave Motemaden	Evercore ISI	ACGL AJG ALL AON CB EG FDS HIG MCO MRSH MSCI PGR SPGI TRV VRSK WRB WTW	139	11%	Revenue GrowthPricingMargin
Joe O'Dea	Wells Fargo	ALLE CARR DOV EMR ETN FTV HUBB IR ITW JCI LII MMM OTIS PH ROK SWK	138	—	DemandRevenue GrowthMargin
Mike Mayo	Wells Fargo	BAC BNY C FITB GS JPM KEY MS NTRS PNC STT TFC USB	137	26%	Competitive DynamicsRevenue GrowthMargin
Amit Daryanani	Evercore ISI	AAPL AKAM ANET APH CDW CIEN CRWV CSCO CTSH DELL FFIV HPE HPQ IBM MSI NTAP STX TEL VRT WDC	136	7%	Revenue GrowthCloud & AIMargin
Tim Arcuri	UBS	ADI AMAT AMD AVGO INTC KLAC LRCX MCHP MRVL MU NVDA QCOM STX SWKS TER TXN WDC	136	21%	Revenue GrowthDemandCompetitive Dynamics
Steve Tusa	JPMorgan	ADSK CARR DD DOV EMR ETN FTV HON HUBB JCI LII MMM OTIS PH PNR PTC ROK ROP TT VRT	132	9%	DemandRevenue GrowthMargin
Ken Usdin	Autonomous Research	BAC BNY C CFG FITB HBAN JPM KEY MTB NTRS PNC RF STT TFC USB WFC	131	2%	Revenue GrowthMarginDemand
CJ Muse	Cantor Fitzgerald	ADI AMAT AMD ASML AVGO INTC KLAC LRCX MRVL MU NVDA NXPI QCOM SNDK STX TER TXN WDC	128	9%	DemandCloud & AIRevenue Growth
Vijay Kumar	Evercore ISI	A ABT BAX BDX BSX DHR EW GEHC HOLX MDT MTD RVTY SYK WAT ZBH	127	16%	Revenue GrowthGuidance ReliabilityMargin
Doug Leggate	Wolfe Research	APA COP CTRA CVX DVN EOG EQT EXE FANG MPC OXY PSX VLO XOM	125	21%	Capital AllocationCapex InvestmentCompetitive Dynamics
Mike Lasser	UBS	AZO BBY COST DG DLTR GPC HD KR LOW ORLY TGT TSCO ULTA WMT WSM	124	47%	Competitive DynamicsMarginGuidance Reliability
Aaron Rakers	Wells Fargo	AAPL AMD ANET AVGO CSCO DELL HPE HPQ INTC KEYS MRVL MU NTAP NVDA SMCI SNDK STX WDC	123	5%	Cloud & AIDemandRevenue Growth
Peter Galbo	Bank of America	CAG CL CPB GIS HRL HSY KDP KHC KO MDLZ MKC PEP PG SJM STZ TAP TSN	123	19%	DemandMarginCompetitive Dynamics
Alex Blostein	Goldman Sachs	AMP APO ARES BEN BLK BNY BX CME ICE IVZ KKR NDAQ NTRS RJF SCHW STT TROW	121	7%	Revenue GrowthMarginCapital Allocation
Andy Obin	Bank of America	ALLE AME CARR DOV EMR ETN FTV GEV HON ITW JCI MMM PH PTC ROK TT VRT	120	8%	DemandRevenue GrowthCompetitive Dynamics
Chris Carey	Wells Fargo	CAG CHD CL CLX CPB EL GIS HSY KDP KHC KMB KO MDLZ MNST PEP PG SJM STZ TAP	118	12%	MarginCompetitive DynamicsDemand
Tony Crowdell	Mizuho Securities	AEE AEP AES AWK CMS CNP D DTE DUK EIX ES ETR EVRG EXC FE LNT NEE PCG PEG PNW PPL SO SRE WEC XEL	117	5%	Regulation PolicyCapex InvestmentDemand
Greg Peters	Raymond James	AJG ALL BRO CB CINF EG HIG KMPR MCY MRSH PGR TRV VRSK WTW	115	10%	Competitive DynamicsMarginPricing
Larry Biegelsen	Wells Fargo	ABT BAX BDX BSX COO DXCM EW GEHC ISRG JNJ MDT PODD SYK ZBH	115	16%	DemandRevenue GrowthMargin
Travis Steed	Bank of America	ABT BAX BDX BSX COO DXCM EW GEHC ISRG MDT PODD SOLV SYK ZBH	115	14%	Revenue GrowthGuidance ReliabilityMargin
Mike Ryskin	Bank of America	A ALGN CRL DGX DHR IDXX IQV LH MTD RVTY TMO WST ZTS	114	11%	DemandRevenue GrowthGuidance Reliability
Robbie Marcus	JPMorgan	ABT BAX BDX BSX COO DXCM EW GEHC ISRG MDT PODD SYK ZBH	114	17%	Revenue GrowthGuidance ReliabilityDemand
Andy Weisel	Scotiabank	AEP CEG CMS CNP DTE DUK ES ETR FE LNT NRG PEG SO VST WEC	113	4%	Capex InvestmentDemandRegulation Policy
Manav Gupta	UBS	ADM BG CVX EPD KMI MPC OKE PSX TRGP TSN VLO WMB XOM	112	—	DemandCompetitive DynamicsRevenue Growth
John Pancari	Evercore ISI	CFG COF FITB HBAN KEY MTB PNC RF SYF TFC USB WFC	111	5%	MarginCapital AllocationDemand
Mike Ng	Goldman Sachs	AAPL ANET AXON CHTR CMCSA CSCO DELL DIS EQIX FFIV FOX HPE HPQ PSKY SMCI T TMUS VZ WBD	111	3%	Revenue GrowthDemandMargin
Harlan Sur	JPMorgan	ADI ALAB AMAT AMD ARM AVGO CDNS INTC KLAC LRCX MCHP MRVL MU NVDA ON SNPS TXN WDC	110	5%	DemandInnovation & R&DCloud & AI