Long-term Financial Targets
When thoughtfully utilized, long-term targets influence key decisions and help shape the trajectory for growth and stability at a company.
September 8, 2023
Short Reports: To Respond or Not to Respond
To provide insights and data on current trends, our Research Center of Excellence analyzed 45 short reports that have been issued between 2022 and 2023 to date, across market caps and sectors, to identify if and how the targeted companies responded.
September 1, 2023
Navigating Short Reports
At their core, short reports are research documents typically authored by institutions or individuals who expect to profit from the decline in the target’s stock price. Their fundamental aim is to present an argument as to why a company may be overvalued, which can include discussions around traditional valuation metrics and financial statement forensics all the way down through misrepresented facts, ethical issues, or even outright fraud.
September 1, 2023
Closing the Quarter – Q2’23
Despite the gains seen in equity markets through July and increased hope for averting a hard economic landing, there is still a lot of uncertainty out there for both our clients and investors (we’re seeing some of that nervousness manifest itself in August’s market performance). We heard this loud and clear (and early) in our latest Inside The Buy-Side® Earnings Primer®.
August 18, 2023
Closing the Quarter – Q2’23
With Q2 2023 earnings season in the books, we “Close the Quarter” with some notable themes:
August 18, 2023
This Week in Earnings: Consumer Discretionary – Q2’23
In this week’s Sector Beat, we analyzed annual revenue and EPS guidance provided by Consumer Discretionary companies with market caps greater than $500M that have reported to date.
August 4, 2023
The Sector Beat: Consumer Discretionary – Q3’23
There is little question that the consumer has held up better than most feared entering 2023. As a result, many of the companies in the consumer sector that have reported thus far have been able to navigate this environment due to conservative assumptions heading into the year.
August 4, 2023
Corporate Secretary Summer ESG Forum
As part of our commitment to sharing timely and actionable insights, we’ve captured key takeaways from the event, as well as supporting data from both investors and corporates as a part of our 2023 Global ESG Survey.
July 31, 2023
This Week in Earnings: Industrials – Q2’23
Industrials are seeing a greater number of companies raising guidance across both revenue and EPS, with slightly fewer maintaining than the all-company benchmark.
July 28, 2023
The Sector Beat: Industrials – Q2’23
Industrials generally continue to outpace conservative expectations that were set heading into 2023. Companies in this segment are starting to take the worst-case scenarios off the table and out of their guidance ranges as the economic environment is holding up well enough to garner some cautious optimism.
July 28, 2023