How do I find analyst reports (investment bank reports)?

Mergent Investext: Includes access to analyst reports from the major investment firms. There is a limit of 15 reports per download/email. 

 

Mergent Online:  Find Investext reports by company by searching for a company to access its profile. In the company profile, click the Company reports tab. Then see the Broker research reports sub-tab. This will load the latest 25 reports for that company. To see more, click View Full Report List at the top right corner of the table. For a Mergent Equity Research Report, see the Equity Reports sub-tab, then click the PDF icon next to a report to view it

 

Nexis UniIncludes basic analyst reports from providers such as Zacks and BMI Company Analysis Reports. In the Guided Search menu choose Company info and in the "...and show me" box select Analyst Reports. On the search results page you can select a specific source (Weiss, BMI and Zacks are popular choices) using the menu to the left. See options under the Sources heading.

 

Bloomberg (available in the Business Library): Reports are available to be read within Bloomberg or downloaded in PDF format. 

  • For company reports, enter the ticker in the command line, hit the equity key, type DSCO BRC, and press <GO> (e.g. AAPL US <Equity> DSCO BRC <GO>) to bring up the Document Search: Research screen. 
  • For analyst recommendations, enter the ticker in the command line, hit the equity key, type ANR, and press <GO> (e.g. AAPL US <Equity> ANR <GO>)
  • For industry analysis, use the command line to enter the code BI and hit GO (e.g BI <GO>). Use the menu to select an industry to open up its dashboard. In the Industry Dashboard see the Monitor > News/Research section. For analyst research see the Contributed Research tabs. 
If you require further assistance, please contact the Business Library.

Last Updated: Jul 27, 2023     Views: 1530

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