Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Welltower Q3 2026 Earnings Preview: WELL Results and Outlook

Welltower (WELL) Q3 2026 earnings preview: consensus expects 10.6% revenue growth and strong SHOP performance. See guidance and key factors.

Oct 6, 2026

ABT

Abbott Q3 2026 Earnings Preview: ABT Revenue, Guidance, Key Drivers

Abbott (ABT) Q3 2026 earnings preview: consensus calls for $12.99B revenue and $1.01 EPS. Key focus on Nutrition, EP, and Exact Sciences integration.

Oct 5, 2026

DraftAXP

American Express Q3 2026 Earnings Preview: AXP Results Preview

American Express (AXP) Q3 2026 earnings preview: consensus expects $20.1B revenue and 10%+ EPS growth. See key factors and guidance updates.

Oct 5, 2026

AT&T Q3 2026 Earnings Preview: T Revenue, Guidance, Key Factors

AT&T Q3 2026 earnings preview: guidance, consensus estimates, and key factors like fiber growth and margin trends.

Oct 5, 2026

COF

Capital One Q3 2026 Earnings Preview: COF Results Preview

Capital One (COF) Q3 2026 earnings preview: consensus expects $16.3B revenue and $4.52 EPS. Discover integration and organic growth are in focus.

Oct 5, 2026

Chubb Q3 2026 Earnings Preview: CB Revenue and Outlook

Chubb (CB) Q3 2026 earnings preview highlights revenue growth, margin pressures, and capital deployment strategies.

Oct 5, 2026

DHR

Danaher Q3 2026 Earnings Preview: DHR Guidance and Preview

Danaher (DHR) guides Q3 2026 core revenue growth at 2-3% YoY and raises EPS outlook. Key factors include segment performance and recent acquisitions.

Oct 5, 2026

ISRG

Intuitive Surgical Q3 2026 Earnings Preview: ISRG Results Preview

Intuitive Surgical (ISRG) Q3 2026 earnings preview: consensus expects $2,908M revenue and 68.1% margin. See what to watch and how results compare to last year.

Oct 5, 2026

LRCX

Lam Research Q1 2027 Earnings Preview: LRCX Results Preview

Lam Research (LRCX) Q1 2027 earnings preview: guidance calls for $8.1B revenue and record margins. See what to watch and how it compares to last year.

Oct 5, 2026