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


Analyst reports (also referred to as broker research, after market research, and investment banker reports) may focus on a stock or industry as well as financial instruments or geographic regions.  Generally a research report is produced by the investment industry analysts in order to provide guidance to investors. Not all investment reports are public. The depth and quality of analyst reports vary considerably. They often provide very useful overviews with current event data. NYU's sources of broker research is sell-side; we do not have buy-side analysis.

Go to the Virtual Business Library's Company & Financial Information section for links to useful resources including links to the following suggested resources.

  • Thomson ONE:  Provides equity analyst research reports on companies and industries. Go to Company Views or Screening & Analysis, then choose the Research tab to select Company Research or Research Search.  When the page opens, make sure you are on the Advanced Search.  You can search the full text, title or table of contents of the reports under either search option. You can screen on Non-Broker Research or Analysts.
  • Mergent Online: Use the "Investext" tab.
  • Bloomberg terminal: Use the BRC command.
  • Morningstar Investment Research Center:  Provides comprehensive data and independent analysis on thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds.  Go to Companies, Stock Analyst Reports.
  • Standard & Poor’s NetAdvantage:  Provides equity analyst research reports on companies and industries.  Go to the Company page  "estimates & opinions".

You may also want to review the NYU Libraries Research Guides, Finance: Analyst Reports


Answered By: Business Librarians
Last Updated: Oct 01, 2019Views:

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