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Analyst Directory

How analysts question management — and how management responds.

2437 analysts · page 1 of 49

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 OKE PCG PEG PNW PWR SO SRE TRGP VST WEC WMB XEL	272	4%	Capex InvestmentRegulation PolicyDemand
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	248	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	235	2%	DemandRegulation PolicyCapex Investment
Andy Kaplowitz	Citigroup	AME AOS CARR DOV EMR ETN FTV GEV HON IR ITW J JCI MMM PH PNR PWR ROK TT VLTO VRT XYL	225	6%	DemandRevenue GrowthMargin
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	9%	MarginDemandRevenue 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	214	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	212	13%	DemandMarginRevenue Growth
Chris Snyder	Morgan Stanley	ALLE AME CARR DOV ETN FAST FTV GWW HON HUBB IR JCI LII MMM OTIS PH PWR ROK SWK TT VRT	205	14%	DemandMarginPricing
Samik Chatterjee	JPMorgan	AAPL ANET APH CDW CIEN COHR CRWV CSCO DDOG DELL FFIV FIG FLEX GLW HPE HPQ JBL KEYS LITE NOW NTAP QCOM SMCI STX TEL TER WDAY	204	10%	Cloud & AIDemandRevenue Growth
Ebrahim Poonawala	Bank of America	BNY C CFG FITB GS HBAN JPM KEY MS MTB NTRS PNC RF STT TFC USB WFC	194	15%	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	192	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	191	11%	Revenue GrowthMarginCapital Allocation
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	189	8%	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	185	5%	DemandMarginCompetitive Dynamics
Gerard Cassidy	RBC Capital Markets	BAC BNY C CFG FITB GS JPM KEY MS MTB NTRS PNC RF STT TFC USB WFC	183	4%	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	178	6%	Regulation PolicyCapex InvestmentDemand
Carly Davenport	Goldman Sachs	AEE AEP D DUK EIX ES EXC FE NEE NRG PCG PEG SO SRE VST WEC XEL	175	1%	Capex InvestmentRegulation PolicyDemand
Mike Zaremski	BMO Capital Markets	ACGL AIG AJG ALL AON BRO CB CINF EG HIG LMND MAX MRSH PGR TRV WRB WTW	173	16%	MarginPricingRevenue Growth
David Arcaro	Morgan Stanley	AEP AES ATO BE CEG CMS CNP D DTE DUK EIX ETR EXC FE FSLR GEV NEE NRG PCG PEG PPL SO SRE VST XEL	172	1%	DemandRegulation PolicyCloud & AI
Erika Najarian	UBS	AXP BAC C CFG COF FITB GS HBAN JPM KEY MS MTB PNC RF SYF TFC USB WFC	171	16%	MarginCapital AllocationRevenue Growth
Jim Schneider	Goldman Sachs	ACN ADI AMAT AMD 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	171	4%	DemandRevenue GrowthCloud & AI
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	171	20%	DemandRevenue GrowthCompetitive Dynamics
Neil Mehta	Goldman Sachs	APA BKR COP CTRA CVX DVN EOG EQT EXE FANG HAL MPC OXY PSX SLB VLO XOM	170	7%	Capital AllocationMacroeconomicCapex Investment
Dave Motemaden	Evercore ISI	ACGL AJG ALL AON CB EG FDS HIG MCO MRSH MSCI PGR SPGI TRV VRSK WRB WTW	159	16%	Revenue GrowthMarginPricing
Amit Daryanani	Evercore ISI	AAPL AKAM ANET APH CDW CIEN CRWV CSCO CTSH DELL FFIV HPE HPQ IBM MSI NTAP STX TEL VRT WDC	153	8%	Revenue GrowthCloud & AIDemand
Mike Mayo	Wells Fargo	BAC BNY C FITB GS JPM KEY MS NTRS PNC STT TFC USB	153	46%	Competitive DynamicsRevenue GrowthMargin
Tim Arcuri	UBS	ADI AMAT AMD AVGO INTC KLAC LRCX MCHP MRVL MU NVDA ON QCOM STX SWKS TER TXN WDC	151	21%	Revenue GrowthDemandCompetitive Dynamics
Ken Usdin	Autonomous Research	BAC BNY C CFG FITB HBAN JPM KEY MTB NTRS PNC RF STT TFC USB WFC	147	3%	Revenue GrowthMarginDemand
Vijay Kumar	Evercore ISI	A ABT BAX BDX BSX DHR EW GEHC HOLX ISRG MDT MTD RVTY SYK WAT ZBH	146	16%	Revenue GrowthGuidance ReliabilityDemand
CJ Muse	Cantor Fitzgerald	ADI AMAT AMD ASML AVGO INTC KLAC LRCX MRVL MU NVDA NXPI QCOM SNDK STX TER TXN WDC	145	10%	DemandCloud & AIMargin
Alex Blostein	Goldman Sachs	AMP APO ARES BEN BLK BNY BX CBOE CME ICE IVZ KKR NDAQ NTRS RJF SCHW STT TROW	141	9%	Revenue GrowthMarginDemand
Doug Leggate	Wolfe Research	APA COP CTRA CVX DVN EOG EQT EXE FANG MPC OXY PSX VLO XOM	141	28%	Capital AllocationCapex InvestmentCompetitive Dynamics
Andrew Obin	Bank of America	ALLE AME CARR DOV EMR ETN FTV GEV HON ITW JCI MMM PH PTC ROK TT VRT	139	9%	DemandRevenue GrowthCompetitive Dynamics
Greg Peters	Raymond James	AJG ALL BRO CB CINF EG EVER HIG KMPR MCY MRSH PGR TRV VRSK WTW	139	12%	Competitive DynamicsMarginPricing
Joe O'Dea	Wells Fargo	ALLE CARR DOV EMR ETN FTV HUBB IR ITW JCI LII MMM OTIS PH ROK SWK	138	—	DemandRevenue GrowthMargin
Michael Lasser	UBS	AZO BBY COST DG DLTR GPC HD KR LOW ORLY TGT TSCO ULTA WMT WSM	138	46%	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	137	4%	Cloud & AIDemandRevenue Growth
Manav Gupta	UBS	ADM BE BG CVX EPD KMI MPC OKE PSX TRGP TSN VLO WMB XOM	137	1%	DemandCompetitive DynamicsCapex Investment
Peter Galbo	Bank of America	CAG CL CPB GIS HRL HSY KDP KHC KO MDLZ MKC PEP PG SJM STZ TAP TSN	137	18%	DemandMarginCost Pressure
Chris Carey	Wells Fargo	CAG CHD CL CLX CPB EL GIS HSY KDP KHC KMB KO MDLZ MNST PEP PG SJM STZ TAP	134	12%	MarginDemandCompetitive Dynamics
Mike Ryskin	Bank of America	A ALGN CRL DGX DHR IDXX IQV LH MTD RVTY TEM TMO WST ZTS	134	12%	DemandRevenue GrowthGuidance Reliability
Steve Tusa	JPMorgan	ADSK CARR DD DOV EMR ETN FTV HON HUBB JCI LII MMM OTIS PH PNR PTC ROK ROP TT VRT	132	11%	DemandRevenue GrowthMargin
Andrew Weisel	Scotiabank	AEP CEG CMS CNP DTE DUK ES ETR EXC FE LNT NRG PEG SO VST WEC	131	7%	Capex InvestmentDemandRegulation Policy
Travis Steed	Bank of America	ABT BAX BDX BSX COO DXCM EW GEHC ISRG MDT PODD SOLV SYK ZBH	131	14%	Revenue GrowthGuidance ReliabilityMargin
Larry Biegelsen	Wells Fargo	ABT BAX BDX BSX COO DXCM EW GEHC ISRG JNJ MDT PODD SYK ZBH	129	19%	DemandRevenue GrowthGuidance Reliability
Anthony 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	128	6%	Regulation PolicyCapex InvestmentDemand
John Pancari	Evercore ISI	CFG COF FITB HBAN KEY MTB PNC RF SYF TFC USB WFC	128	13%	MarginCapital AllocationDemand
Mike Ng	Goldman Sachs	AAPL AMT ANET AXON CCI CHTR CMCSA CSCO DELL DIS DLR EQIX FFIV FOX HPE HPQ PSKY SBAC SMCI T TMUS VZ WBD	128	4%	Revenue GrowthDemandMargin
Robbie Marcus	JPMorgan	ABT BAX BDX BSX COO DXCM EW GEHC ISRG MDT PODD SYK ZBH	128	19%	Revenue GrowthDemandGuidance Reliability
Tien-Tsin Huang	JPMorgan	ACN ADP CHYM CPAY CTSH FIS FISV GPN KLAR MA PAYX PYPL V XYZ	126	6%	Competitive DynamicsDemandRevenue Growth