AI Infrastructure Research Product Analysis Earnings Analysis Analyst Mode (中文) Hot Chips Architect Mode (中文) Architecture Notes Tech x Invest (中文) Policy Standards Method & Glossary Search Official IR Analyst Coverage Audit 35 companies · Checked 5 October 2026 · Europe/London
17 named directories · 2 firm-only directories · 16 unresolved companies
Complete means all rows readable on the issuer's published page, not all analysts in the market. Named rows are company–institution–name labels, not unique verified people. Source spelling retained, including multi-person and TBC labels. No transcript participant is promoted to official coverage.
This is not a completed census of all 35 companies. A directory was not located for 16 companies; that is not evidence that no directory exists. NVIDIA, Cisco and CoreWeave tables were read on 5 October 2026 through a headless-browser session. Nothing here proves that unresolved companies have no coverage.
Source dates differ from retrieval dates: ASML states 20 July 2026; Schneider Electric states June 2026; Qualcomm states 4 February 2026. Other lists do not state a coverage date. Lists may themselves be non-exhaustive. Multi-person labels and source spelling are preserved; TBC entries are not counted as named people. Credit analysts (for example Cisco's S&P and Moody's rows) and industry analysts are excluded.
Company audit Company Status Published rows Named rows Previous official rows Source date Official source AMD All published rows captured 49 49 49 not stated Official page ASML All published rows captured 37 37 37 2026-07-20 Official page Alibaba Official directory not located — — 0 not stated Official page Alphabet Official directory not located — — 0 not stated Official page Amazon Official directory not located — — 0 not stated Official page Applied Materials All published rows captured 32 32 0 not stated Official page Arista All published rows captured 21 21 21 not stated Official page Arm Official directory not located — — 0 not stated Official page Baidu All published rows captured 32 32 0 not stated Official page Broadcom Official directory not located — — 0 not stated Official page Cisco All published rows captured 21 21 0 not stated Official page CoreWeave All published rows captured 38 38 0 not stated Official page Dell Official directory not located — — 0 not stated Official page Digital Realty All published rows captured 32 32 0 not stated Official page Eaton All published rows captured 22 22 0 not stated Official page Equinix All published rows captured 32 32 0 not stated Official page HPE Official directory not located — — 0 not stated Official page Intel Official directory not located — — 0 not stated Official page KLA All published rows captured 28 28 0 not stated Official page Lam Research Firm names only (no analyst names published) 26 — 0 not stated Official page Lenovo All published rows captured 45 43 0 not stated Official page Marvell Official directory not located — — 0 not stated Official page Meta All published rows captured 41 41 0 not stated Official page Micron Official directory not located — — 0 not stated Official page Microsoft Official directory not located — — 0 not stated Official page NVIDIA All published rows captured 47 47 0 not stated Official page Oracle Official directory not located — — 0 not stated Official page Qualcomm Firm names only (no analyst names published) 46 — 0 2026-02-04 Official page SK hynix Official directory not located — — 0 not stated Official page Samsung Official directory not located — — 0 not stated Official page Schneider Electric All published rows captured 25 25 0 2026-06 (month only) Official page Supermicro All published rows captured 17 17 0 not stated Official page TSMC Official directory not located — — 0 not stated Official page Tencent All published rows captured 29 29 0 not stated Official page Vertiv Official directory not located — — 0 not stated Official page
Full captured official lists These are company–firm–name rows, not a deduplicated count of unique analysts. Exact names are retained even when likely spelling variants occur, such as KLA’s “Stacey Rasgon” and AMD’s “Stacy Rasgon”. Names such as “Tim Arcuri” and “Timothy Arcuri” require identity reconciliation before merging. Historical call participation remains a separate evidence type.
AMD — 49 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Aletheia Capital Warren Lau named_analyst Not sourced Arete Research Janco Venter named_analyst Not sourced Argus Research Jim Kelleher named_analyst Not sourced Bank of America Global Research Vivek Arya named_analyst Not sourced Barclays Capital Tom O’Malley named_analyst Not sourced Baptista Research Ishan Majumdar named_analyst Not sourced The Benchmark Company Cody Acree named_analyst Not sourced Bernstein Research Stacy Rasgon named_analyst Not sourced BMO Harsh Kumar named_analyst Not sourced Bocom International Dawai Wang named_analyst Not sourced Cantor Fizgerald C.J. Muse named_analyst Not sourced Citigroup Atif Malik named_analyst Not sourced Cleveland Research Chandler Converse named_analyst Not sourced CLSA Bhavtosh Vajpayee named_analyst Not sourced DA Davidson Gil Luria named_analyst Not sourced Daiwa Capital Markets Lou Miscioscia named_analyst Not sourced Edgewater Research Kevin Rottinghaus named_analyst Not sourced Evercore ISI Mark Lipacis named_analyst Not sourced Exane BNP Paribas Research Karl Ackerman named_analyst Not sourced Fubon Securities Sean Hao named_analyst Not sourced Goldman Sachs Jim Schneider named_analyst Not sourced Haitong International Research Barney Yao named_analyst Not sourced Hautai Research Purdy Ho named_analyst Not sourced HSBC Frank Lee named_analyst Not sourced Jefferies Blayne Curtis named_analyst Not sourced JP Morgan Harlan Sur named_analyst Not sourced KeyBanc John Vinh named_analyst Not sourced Loop Capital Ananda Baruah named_analyst Not sourced Melius Research Ben Reitzes named_analyst Not sourced Mizuho Securities Vijay Rakesh named_analyst Not sourced Morgan Stanley Joseph Moore named_analyst Not sourced Morningstar Brian Colello named_analyst Not sourced New Street Research Pierre Ferragu named_analyst Not sourced Northland Gus Richard named_analyst Not sourced Oppenheimer Rick Schafer named_analyst Not sourced Raymond James Simon Leopold named_analyst Not sourced RBC Capital Markets Srini Pajjuri named_analyst Not sourced Rosenblatt Kevin Cassidy named_analyst Not sourced Roth MKM Suji De Silva named_analyst Not sourced R. W. Baird Tristan Gerra named_analyst Not sourced Seaport Global Securities Jay Goldberg named_analyst Not sourced Stifel Nicolaus and Company Ruben Roy named_analyst Not sourced Susquehanna International Group Chris Rolland named_analyst Not sourced TD Cowen Joshua Buchalter named_analyst Not sourced Truist William Stein named_analyst Not sourced UBS Timothy Arcuri named_analyst Not sourced Wedbush Matt Bryson named_analyst Not sourced Wells Fargo Aaron Rakers named_analyst Not sourced Wolfe Research Chris Caso named_analyst Not sourced
ASML — 37 published rows Source date: 2026-07-20 · Official source
Institution Analyst / source label Type City ABN AMRO - ODDO BHF Stephane Houri named_analyst Paris Banco Sabadell Alvaro Del Pozo Maroto named_analyst Madrid Bank of America Didier Scemama named_analyst London Barclays Simon Coles named_analyst London Berenberg Bank Tammy Qiu named_analyst London Bernstein David Dai named_analyst Hong Kong BNP Paribas Exane Jakob Bluestone named_analyst London Cantor C.J. Muse named_analyst New York Citigroup Pavan Daswani named_analyst London Cowen Krish Sankar named_analyst San Francisco DeGroof Petercam Michael Roeg named_analyst Amsterdam Deutsche Bank Rob Sanders named_analyst London Evercore ISI Mark Lipacis named_analyst New York Futurum Rolf Bulk named_analyst Singapore Goldman Sachs Alex Duval named_analyst London HSBC Adi Metuku named_analyst London ING Marc Hesselink named_analyst Amsterdam Independent Minds Andrew Hayman named_analyst London InsingerGilissen Jos Versteeg named_analyst Amsterdam Intesa Sanpaolo Antonella Frongillo named_analyst Milan Jefferies Janardan Menon named_analyst London JP Morgan Sandeep Deshpande named_analyst London KBC Thomas Couvreur named_analyst Brussels Kepler Cheuvreux Ruben DeVos named_analyst Brussels Mizuho Kevin Wang named_analyst Hong Kong Morgan Stanley Lee Simpson named_analyst London Morningstar Javier Correonero named_analyst Amsterdam New Street research Pierre Feragu named_analyst New York RBC Srini Pajjuri named_analyst San Francisco Rothschild & Co Redburn Timm Schulze-Melander named_analyst London Santander Carlos Treviño Peinador named_analyst Madrid Susquehanna Mehdi Hosseini named_analyst San Francisco Technology Advisory Group Warren Lau named_analyst Hong Kong UBS Francois-Xavier Bouvignies named_analyst London Van Lanschot-Kempen Jeremy Kincaid named_analyst Amsterdam Wells Fargo Joe Quatrochi named_analyst St. Louis Wolfe Research Chris Caso named_analyst New York
Applied Materials — 32 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Arete Research Jim Fontanelli named_analyst Not sourced Argus Research Jim Kelleher named_analyst Not sourced B. Riley Craig Ellis named_analyst Not sourced Barclays Tom O'Malley named_analyst Not sourced Berenberg Tammy Qiu named_analyst Not sourced Bernstein Stacy Rasgon named_analyst Not sourced Bank of America Vivek Arya named_analyst Not sourced Cantor Fitzgerald CJ Muse named_analyst Not sourced Citi Atif Malik named_analyst Not sourced Cleveland Research Chandler Converse named_analyst Not sourced Craig Hallum Christian Schwab named_analyst Not sourced Daiwa Louis Miscioscia named_analyst Not sourced Deutsche Bank Melissa Weathers named_analyst Not sourced Evercore Mark Lipacis named_analyst Not sourced Goldman Sachs James Schneider named_analyst Not sourced Jefferies Blayne Curtis named_analyst Not sourced JP Morgan Harlan Sur named_analyst Not sourced KeyBanc Steve Barger named_analyst Not sourced Mizuho Vijay Rakesh named_analyst Not sourced Morgan Stanley Shane Brett named_analyst Not sourced Morningstar Will Kerwin named_analyst Not sourced Needham Charles Shi named_analyst Not sourced New Street Research Pierre Ferragu named_analyst Not sourced RBC Capital Markets Srini Pajjuri named_analyst Not sourced Redburn Atlantic Timm Schulze-Melander named_analyst Not sourced Stifel Brian Chin named_analyst Not sourced Susquehanna Mehdi Hosseini named_analyst Not sourced TD Cowen Krish Sankar named_analyst Not sourced UBS Tim Arcuri named_analyst Not sourced Wells Fargo Joe Quatrochi named_analyst Not sourced William Blair Sebastien Naji named_analyst Not sourced Wolfe Research Chris Caso named_analyst Not sourced
Arista — 21 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Bank of America Tal Liani named_analyst Not sourced Barclays Tim Long named_analyst Not sourced Bloomberg Woo Jin Ho named_analyst Not sourced BNP Paribas Karl Ackerman named_analyst Not sourced Citi Atif Malik named_analyst Not sourced Cleveland Research Company Ben Bollin named_analyst Not sourced Deutsche Bank Matthew Niknam named_analyst Not sourced Evercore Amit Daryanani named_analyst Not sourced Goldman Sachs Michael Ng named_analyst Not sourced Jefferies George Notter named_analyst Not sourced JP Morgan Samik Chatterjee named_analyst Not sourced Melius Research Ben Reitzes named_analyst Not sourced Morgan Stanley Meta Marshall named_analyst Not sourced Needham & Co. Ryan Koontz named_analyst Not sourced New Street Pierre Ferragu named_analyst Not sourced Piper Sandler James E. Fish named_analyst Not sourced Raymond James Simon Leopold named_analyst Not sourced Rosenblatt Securities Mike Genovese named_analyst Not sourced UBS David Vogt named_analyst Not sourced Wells Fargo Aaron Rakers named_analyst Not sourced William Blair & Company Jason Ader named_analyst Not sourced
Baidu — 32 published rows Source date: not stated · Official source
Institution Analyst / source label Type City 86Research Ltd. Xueru Zhang named_analyst Not sourced Bank of China International Ltd Michael Meng named_analyst Not sourced Barclays Jiong Shao named_analyst Not sourced Benchmark Company LLC Fawne Jiang named_analyst Not sourced BofA Merrill Lynch Miranda Zhuang named_analyst Not sourced CCB International Cathy Chan named_analyst Not sourced China Renaissance Ella Ji named_analyst Not sourced CICC Yang Bai named_analyst Not sourced Citi Alicia Yap named_analyst Not sourced Citic Securities Yingbo Xu named_analyst Not sourced CLSA Elinor Leung named_analyst Not sourced CMB International Saiyi He named_analyst Not sourced Daiwa John Choi named_analyst Not sourced Deutsche Bank Leo Chiang named_analyst Not sourced GF Securities Shi Kuang named_analyst Not sourced ICBC Zeping Zhao named_analyst Not sourced Goldman Sachs LincoIn Kong named_analyst Not sourced Haitong International Daisy Chen named_analyst Not sourced HSBC Charlene Liu named_analyst Not sourced Huatai Securities Lulu Xia named_analyst Not sourced J.P. Morgan Alex Yao named_analyst Not sourced Jefferies Thomas Chong named_analyst Not sourced Macquarie Ellie Jiang named_analyst Not sourced Mizuho James Lee named_analyst Not sourced Morgan Stanley Gary Yu named_analyst Not sourced Morningstar Kai Wang named_analyst Not sourced New Street Research Jin Yoon named_analyst Not sourced Nomura Jialong Shi named_analyst Not sourced Susquehanna Shyam Patil named_analyst Not sourced TH Capital Tian Hou named_analyst Not sourced UBS Wei Xiong / Kenneth Fong named_analyst Not sourced US Tiger Bo Pei named_analyst Not sourced
Cisco — 21 published rows Source date: not stated · Official source
Institution Analyst / source label Type City BofA Securities Tal Liani named_analyst Not sourced Barclays Tim Long named_analyst Not sourced Bloomberg Woo Jin Ho named_analyst Not sourced BNP Paribas Exane Karl Ackerman named_analyst Not sourced Citi Atif Malik named_analyst Not sourced Cleveland Research Ben Bollin named_analyst Not sourced Evercore/ISI Amit Daryanani named_analyst Not sourced Goldman Sachs Michael Ng named_analyst Not sourced HSBC Stephen Bersey named_analyst Not sourced JP Morgan Samik Chatterjee named_analyst Not sourced Melius Research Ben Reitzes named_analyst Not sourced Morgan Stanley Meta Marshall named_analyst Not sourced Morning Star William Kerwin named_analyst Not sourced New Street Pierre Ferragu named_analyst Not sourced Piper Sandler Jim Fish named_analyst Not sourced Raymond James Simon Leopold named_analyst Not sourced Rosenblatt Mike Genovese named_analyst Not sourced UBS David Vogt named_analyst Not sourced Wells Fargo Aaron Rakers named_analyst Not sourced William Blair Sebastien Naji named_analyst Not sourced Wolfe Research George Notter named_analyst Not sourced
CoreWeave — 38 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Arete Research Andrew Beale named_analyst Not sourced Argus Jim Kelleher named_analyst Not sourced Barclays Raimo Lenschow named_analyst Not sourced Bank of America Tal Liani named_analyst Not sourced Bernstein Research Madison Rezaei named_analyst Not sourced BNP Paribas Dan Wang named_analyst Not sourced BTG Pactual Osni Carfi named_analyst Not sourced Cantor Brett Knoblauch named_analyst Not sourced Citi Tyler Radke named_analyst Not sourced Citizens JMP Greg Miller named_analyst Not sourced Compass Point Michael Donovan named_analyst Not sourced D.A. Davidson Gil Luria named_analyst Not sourced Deutsche Bank Brad Zelnik named_analyst Not sourced Evercore Amit Daryanani named_analyst Not sourced Freedom Capital Paul Meeks named_analyst Not sourced Goldman Sachs Gabriela Borges named_analyst Not sourced HSBC Abhishek Shukla named_analyst Not sourced Jefferies Brent Thill named_analyst Not sourced J.P. Morgan Samik Chatterjee named_analyst Not sourced Loop Capital Ananda Baruah named_analyst Not sourced Macquarie Paul Golding named_analyst Not sourced Melius Research Ben Reitzes named_analyst Not sourced Mizuho Gregg Moskowitz named_analyst Not sourced Moffett Nathanson Nick Del Deo named_analyst Not sourced Morgan Stanley Ryan Lountzis named_analyst Not sourced Needham John Todaro named_analyst Not sourced Northland Nehal Chokshi named_analyst Not sourced Oppenheimer Param Singh named_analyst Not sourced Piper Sandler James Fish named_analyst Not sourced Raymond James Josh Beck named_analyst Not sourced Rosenblatt John McPeake named_analyst Not sourced Rothschild & Co Redburn Alex Heissl named_analyst Not sourced Seaport Jay Goldberg named_analyst Not sourced Stifel Ruben Roy named_analyst Not sourced Truist Arvind Ramnani named_analyst Not sourced UBS Karl Keirstead named_analyst Not sourced Wells Fargo Michael Turrin named_analyst Not sourced Wolfe Arsenije Matovic named_analyst Not sourced
Digital Realty — 32 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Argus Research Marie Ferguson named_analyst Not sourced Bank of America Merrill Lynch Michael Funk named_analyst Not sourced Barclays Brendan Lynch named_analyst Not sourced Bernstein Madison Rezaei named_analyst Not sourced BMO Capital Markets Ari Klein named_analyst Not sourced BNP Paribas Exane Nate Crossett named_analyst Not sourced Cantor Brett Knoblauch named_analyst Not sourced Citigroup Michael Rollins named_analyst Not sourced Citizens JMP Securities Greg Miller named_analyst Not sourced Deutsche Bank Benjamin Soff named_analyst Not sourced Evercore ISI Irvin Liu named_analyst Not sourced Goldman Sachs Michael Ng named_analyst Not sourced Green Street Advisors David Guarino named_analyst Not sourced Guggenheim Joseph Osha named_analyst Not sourced HSBC Phani Kanumuri named_analyst Not sourced J.P. Morgan Richard Choe named_analyst Not sourced Jefferies Jonathan Petersen named_analyst Not sourced KeyBanc Brandon Nispel named_analyst Not sourced Mizuho Vikram Malhotra named_analyst Not sourced MoffettNathanson Nick Del Deo named_analyst Not sourced Morgan Stanley Cameron McVeigh named_analyst Not sourced Morningstar Mark Giarelli named_analyst Not sourced Oppenheimer Timothy Horan named_analyst Not sourced Raymond James Frank Louthan named_analyst Not sourced RBC Capital Markets Jonathan Atkin named_analyst Not sourced Scotiabank Maher Yaghi named_analyst Not sourced Stifel Erik Rasmussen named_analyst Not sourced TD Cowen Michael Elias named_analyst Not sourced Truist Matthew Niknam named_analyst Not sourced UBS John Hodulik named_analyst Not sourced Wells Fargo Eric Luebchow named_analyst Not sourced Wolfe Research Andrew Rosivach named_analyst Not sourced
Eaton — 22 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Barclays Julian Mitchell named_analyst Not sourced Bernstein Research Chad Dillard named_analyst Not sourced BofA Global Research Andrew Obin named_analyst Not sourced Citi Andrew Kaplowitz named_analyst Not sourced Deutsche Bank Research Nicole DeBlase named_analyst Not sourced Evercore ISI David Raso named_analyst Not sourced Goldman Sachs Joe Ritchie named_analyst Not sourced HSBC Sean McLoughlin named_analyst Not sourced Jefferies Stephen Volkmann named_analyst Not sourced JP Morgan Stephen Tusa named_analyst Not sourced KeyBanc Capital Markets Jeffrey Hammond named_analyst Not sourced Melius Research Scott Davis named_analyst Not sourced Mizuho Securities USA Brett Linzey named_analyst Not sourced Morgan Stanley Christopher Snyder named_analyst Not sourced Morningstar Equity Research Nicholas Lieb named_analyst Not sourced Oppenheimer Christopher Glynn named_analyst Not sourced Raymond James Tim Thein named_analyst Not sourced RBC Capital Markets Deane Dray named_analyst Not sourced UBS Amit Mehrotra named_analyst Not sourced Vertical Research Partners Jeffrey Sprague named_analyst Not sourced Wells Fargo Securities Joseph O'Dea named_analyst Not sourced Wolfe Research Nigel Coe named_analyst Not sourced
Equinix — 32 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Bank of America Michael Funk named_analyst Not sourced Barclays Brendan Lynch named_analyst Not sourced Bernstein Research Madison Rezaei named_analyst Not sourced BMO Capital Markets Ari Klein named_analyst Not sourced BNP Paribas Nate Crossett named_analyst Not sourced Cantor Fitzgerald Brett Knoblauch named_analyst Not sourced Citigroup Mike Rollins named_analyst Not sourced Citizens JMP Securities Greg Miller named_analyst Not sourced Deutsche Bank Benjamin Soff named_analyst Not sourced Edward Jones Kyle Sanders named_analyst Not sourced Evercore Irvin Liu named_analyst Not sourced Goldman Sachs Michael Ng named_analyst Not sourced Green Street Advisors David Guarino named_analyst Not sourced Guggenheim Joseph Osha named_analyst Not sourced HSBC Phani Kanumuri named_analyst Not sourced Jefferies Jonathan Petersen named_analyst Not sourced JP Morgan Richard Choe named_analyst Not sourced KeyBanc Capital Markets Brandon Nispel named_analyst Not sourced Mizuho Vikram Malhotra named_analyst Not sourced MoffettNathanson Nick Del Deo named_analyst Not sourced Morgan Stanley Cameron McVeigh named_analyst Not sourced Morningstar Martin Szumski named_analyst Not sourced Oppenheimer & Co. Timothy Horan named_analyst Not sourced Raymond James Frank Louthan IV named_analyst Not sourced RBC Capital Markets Jonathan Atkin named_analyst Not sourced Scotiabank Maher Yaghi named_analyst Not sourced Stifel Erik Rasmussen named_analyst Not sourced TD Cowen Michael Elias named_analyst Not sourced Truist Securities Matthew Niknam named_analyst Not sourced UBS John Hodulik named_analyst Not sourced Wells Fargo Eric Luebchow named_analyst Not sourced Wolfe Research Andrew Rosivach named_analyst Not sourced
KLA — 28 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Argus Research Corp Jim Kelleher named_analyst Not sourced Bank of America Securities Vivek Arya named_analyst Not sourced Barclays Tom O’Malley named_analyst Not sourced Berenberg Tammy Qiu named_analyst Not sourced BNP Paribas Securities Corp. Olivier Semprez named_analyst Not sourced Cantor Fitzgerald CJ Muse named_analyst Not sourced Citi Atif Malik named_analyst Not sourced Deutsche Bank Securities Inc. Melissa Weathers named_analyst Not sourced Evercore ISI Vedvati Schrote named_analyst Not sourced Futurum Equities Rolf Bulk named_analyst Not sourced Goldman, Sachs & Co. James Schneider, Ph.D named_analyst Not sourced Jefferies Blayne Curtis named_analyst Not sourced JP Morgan Securities LLC Harlan Sur named_analyst Not sourced Keybanc Capital Markets Inc. Steve Barger named_analyst Not sourced Morgan Stanley Shane Brett named_analyst Not sourced Morningstar William Kerwin named_analyst Not sourced Needham & Company Charles Shi named_analyst Not sourced New Street Research Pierre Ferragu named_analyst Not sourced Oppenheimer Edward Yang named_analyst Not sourced RBC Capital Markets Srini Pajjuri named_analyst Not sourced Redburn Atlantic Timm Schulze-Melander named_analyst Not sourced Sanford C. Bernstein & Co. LLC Stacey Rasgon named_analyst Not sourced Stifel, Nicolaus & Company, Inc. Brian Chin named_analyst Not sourced Susquehanna Financial Group, LLP Mehdi Hosseini named_analyst Not sourced TD Cowen Krish Sankar named_analyst Not sourced UBS Equities Timothy Arcuri named_analyst Not sourced Wells Fargo Securities, LLC Joe Quatrochi named_analyst Not sourced Wolfe Research Chris Caso named_analyst Not sourced
Lam Research — 26 published rows Source date: not stated · Official source
Institution Analyst / source label Type City B. Riley & Co. — firm_only Not sourced Bank of America — firm_only Not sourced Barclays — firm_only Not sourced Berenberg — firm_only Not sourced Bernstein — firm_only Not sourced BNP Paribas — firm_only Not sourced Cantor Fitzgerald — firm_only Not sourced Citi — firm_only Not sourced Deutsche Bank — firm_only Not sourced Evercore — firm_only Not sourced Goldman Sachs — firm_only Not sourced J.P. Morgan — firm_only Not sourced Jefferies — firm_only Not sourced KeyBanc Capital Markets — firm_only Not sourced Mizuho Securities — firm_only Not sourced Morgan Stanley — firm_only Not sourced Needham & Company — firm_only Not sourced Oppenheimer — firm_only Not sourced RBC — firm_only Not sourced Rotschild & Co Redburn — firm_only Not sourced Stifel — firm_only Not sourced Susquehanna — firm_only Not sourced TD Cowen — firm_only Not sourced UBS Securities LLC — firm_only Not sourced Wells Fargo Securities — firm_only Not sourced Wolfe Research — firm_only Not sourced
Lenovo — 45 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Arete Research Nam Kim named_analyst Not sourced Bank of America Merrill Lynch Robert Cheng named_analyst Not sourced CAITONG Securities Hao Yanhui named_analyst Not sourced CGSI TBC firm_name_pending Not sourced Changjiang Securities Yang yang named_analyst Not sourced China Construction Bank International (CCBI) TBC firm_name_pending Not sourced China International Capital Group (CICC) Li Shiwen named_analyst Not sourced China Securities Ying Ying named_analyst Not sourced CITIC Securities Junyun Chen named_analyst Not sourced Citi Kyna Wong named_analyst Not sourced CLSA Tony Zhang named_analyst Not sourced DBS Jim Au named_analyst Not sourced Dongbei Securities Li Ming named_analyst Not sourced Everbright Securities Fu Tianzi named_analyst Not sourced First Shanghai Securities Harry Huang named_analyst Not sourced GF Securities Evan Lee named_analyst Not sourced Goldman Sachs Verena Jeng named_analyst Not sourced Great Wall Securities Zou Lanlan named_analyst Not sourced Guosheng Securities Xia Jun named_analyst Not sourced Guotai Haitong Securities Heping Qin named_analyst Not sourced Guoxin Securities Hujian/Xiong li named_analyst Not sourced HSBC Securities Carol Juan named_analyst Not sourced HuaTai Securities Huang Leping named_analyst Not sourced Huaan Securities Jin Rong named_analyst Not sourced Huayuan Securities Zhu Yun named_analyst Not sourced Industrial Securities Hong Jiajun named_analyst Not sourced JP Morgan Securities Albert Hung named_analyst Not sourced Kaiyuan Securities Yang Zhe named_analyst Not sourced Macquarie Cherry Ma named_analyst Not sourced Minsheng Securities Fang Jing named_analyst Not sourced Morgan Stanley Howard Kao named_analyst Not sourced Morningstar Jing Jie Yu named_analyst Not sourced Nomura Donnie Teng named_analyst Not sourced Orient Securities Kuai Jian named_analyst Not sourced SDICSI Securities Alex Wang named_analyst Not sourced Sealand Securities Mengzhu Chen named_analyst Not sourced Shenwan Hongyuan Securities Huang Zhonghuang named_analyst Not sourced Soochow Securities Zhang Liang Wei named_analyst Not sourced Southwest Securities Xiang Jie Wang named_analyst Not sourced TaiPingYang Securities Cao Pei named_analyst Not sourced Tianfeng Securities Xin Liu named_analyst Not sourced UBS Randy Abrams named_analyst Not sourced UOB Kay Hian Johnny Yum named_analyst Not sourced Yongxing Securities Ying Hao named_analyst Not sourced Zheshang Securities Liu Wenshu named_analyst Not sourced
Meta — 41 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Arete Research Rocco Strauss named_analyst Not sourced Baird Colin A. Sebastian named_analyst Not sourced Bank of America / Merrill Lynch Justin Post named_analyst Not sourced Barclays Ross Sandler named_analyst Not sourced Benchmark Research Mark Zgutowicz named_analyst Not sourced Bernstein Mark Shmulik named_analyst Not sourced Canaccord Genuity Maria Ripps named_analyst Not sourced Citigroup Ron Josey named_analyst Not sourced Cleveland Research Ross Walthall named_analyst Not sourced Edgewater Research Joe Wittine named_analyst Not sourced Evercore ISI Mark Mahaney named_analyst Not sourced FBN Securities Shebly Seyrafi named_analyst Not sourced Goldman Sachs Eric Sheridan named_analyst Not sourced Guggenheim Partners Michael Morris named_analyst Not sourced HSBC Nicolas Cote-Colisson named_analyst Not sourced Jefferies Brent Thill named_analyst Not sourced JP Morgan Douglas Anmuth named_analyst Not sourced Keybanc Justin Patterson named_analyst Not sourced LightShed Partners Rich Greenfield named_analyst Not sourced Loop Capital Rob Sanderson named_analyst Not sourced Mizuho Securities Lloyd Walmsley named_analyst Not sourced Moffett Nathanson Michael Nathanson named_analyst Not sourced Monness, Crespi, Hardt Brian White named_analyst Not sourced Morgan Stanley Brian Nowak named_analyst Not sourced Needham Laura Martin named_analyst Not sourced New Street Research Daniel Salmon named_analyst Not sourced Oppenheimer Jason Helfstein named_analyst Not sourced Piper Sandler Thomas Champion named_analyst Not sourced Raymond James Josh Beck named_analyst Not sourced RBC Capital Markets Brad Erickson named_analyst Not sourced Roth MKM Rohit Kulkarni named_analyst Not sourced Rosenblatt Securities Barton Crockett named_analyst Not sourced Stifel, Nicolaus & Co. Mark Kelley named_analyst Not sourced Susquehanna Financial Group Shyam Patil named_analyst Not sourced TD Cowen John Blackledge named_analyst Not sourced Tigress Financial Partners Ivan Feinseth named_analyst Not sourced Truist Securities Youssef H. Squali named_analyst Not sourced UBS Stephen Ju named_analyst Not sourced Wells Fargo Securities Ken Gawrelski named_analyst Not sourced William Blair Ralph Schackart named_analyst Not sourced Wolfe Research Shweta Khajuria named_analyst Not sourced
NVIDIA — 47 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Arete Research Jim Fontanelli named_analyst Not sourced Argus Research Jim Kelleher named_analyst Not sourced Baird Tristan Gerra named_analyst Not sourced Bank of America Merrill Lynch Vivek Arya named_analyst Not sourced Barclays Capital Thomas O'Malley named_analyst Not sourced Benchmark Company Cody Acree named_analyst Not sourced Bernstein Research Stacy Rasgon named_analyst Not sourced Bloomberg Kunjan Sobhani named_analyst Not sourced BNP Paribas Karl Ackerman named_analyst Not sourced Cantor Fitzgerald & Co. C.J. Muse named_analyst Not sourced CICC Qiaosheng Cheng named_analyst Not sourced Citi Atif Malik named_analyst Not sourced Cleveland Research Chandler Converse named_analyst Not sourced CLSA Bhavtosh Vajpayee named_analyst Not sourced Craig-Hallum Capital Group Richard C. Shannon named_analyst Not sourced D.A. Davidson & Co. Gil Luria named_analyst Not sourced Daiwa Capital Louis Miscioscia named_analyst Not sourced Edgewater Research Kevin Rottinghaus named_analyst Not sourced Evercore ISI Mark Lipacis named_analyst Not sourced Goldman, Sachs & Co. Jim Schneider named_analyst Not sourced HSBC Frank Lee named_analyst Not sourced J. P. Morgan Harlan Sur named_analyst Not sourced Jefferies Blayne Curtis named_analyst Not sourced KeyBanc Capital Markets John Vinh named_analyst Not sourced Loop Capital Ananda Baruah named_analyst Not sourced M Science Chandler Willison named_analyst Not sourced Melius Research Ben Reitzes named_analyst Not sourced Mizuho Securities Vijay Rakesh named_analyst Not sourced Morgan Stanley Joseph Moore named_analyst Not sourced Needham & Company Quinn Bolton named_analyst Not sourced New Street Research Pierre Ferragu named_analyst Not sourced Oppenheimer and Company Rick Schafer named_analyst Not sourced Raymond James Simon M. Leopold named_analyst Not sourced RBC Capital Markets Srini Pajjuri named_analyst Not sourced Redburn Atlantic Timm Schulze-Melander named_analyst Not sourced Rosenblatt Securities Kevin Cassidy named_analyst Not sourced Safra Guilherme Bellizzi Motta named_analyst Not sourced Stifel Ruben Roy named_analyst Not sourced Susquehanna Financial Group Chris Rolland named_analyst Not sourced TD Cowen Joshua Buchalter named_analyst Not sourced Tigress Financial Partners LLC Ivan Feinseth named_analyst Not sourced Truist Securities Will Stein named_analyst Not sourced UBS Tim Arcuri named_analyst Not sourced Wedbush Matt Bryson named_analyst Not sourced Wells Fargo Aaron Rakers named_analyst Not sourced William Blair & Company Sebastien Naji named_analyst Not sourced Wolfe Research Chris Caso named_analyst Not sourced
Qualcomm — 46 published rows Source date: 2026-02-04 · Official source
Institution Analyst / source label Type City Aletheia Capital — firm_only Not sourced Arete Research — firm_only Not sourced Argus Research — firm_only Not sourced Baird — firm_only Not sourced Baptista Research — firm_only Not sourced Barclays — firm_only Not sourced Bernstein Research — firm_only Not sourced BNP Paribas Exane — firm_only Not sourced BofA Global Research — firm_only Not sourced Cantor Fitzgerald — firm_only Not sourced Charter Equity Research — firm_only Not sourced China International Capital — firm_only Not sourced Citic Securities — firm_only Not sourced Citi — firm_only Not sourced Cleveland Research Company — firm_only Not sourced CrispIdea — firm_only Not sourced Daiwa Securities — firm_only Not sourced Deutsche Bank Research — firm_only Not sourced Everbright Securities — firm_only Not sourced Evercore ISI — firm_only Not sourced Equisights — firm_only Not sourced Fubon Securities — firm_only Not sourced Guotai Junan Securities — firm_only Not sourced HSBC — firm_only Not sourced JP Morgan — firm_only Not sourced KeyBanc Capital Markets — firm_only Not sourced Loop Capital Markets — firm_only Not sourced Melius Research — firm_only Not sourced Meritz Securities — firm_only Not sourced Mizuho Securities USA — firm_only Not sourced Morgan Stanley — firm_only Not sourced Morningstar Equity Research — firm_only Not sourced Oppenheimer & Company — firm_only Not sourced Piper Sandler Companies — firm_only Not sourced Raymond James — firm_only Not sourced RBC Capital Markets — firm_only Not sourced Rosenblatt Securities — firm_only Not sourced Seaport Global Securities — firm_only Not sourced SPDB International — firm_only Not sourced Susquehanna Financial Group — firm_only Not sourced TD Cowen — firm_only Not sourced The Benchmark Company — firm_only Not sourced Tigress Financial — firm_only Not sourced UBS — firm_only Not sourced Wells Fargo Securities — firm_only Not sourced Wolfe Research — firm_only Not sourced
Schneider Electric — 25 published rows Source date: 2026-06 (month only) · Official source
Institution Analyst / source label Type City AlphaValue Kulwinder Rajpal named_analyst Not sourced BNP Paribas Jonathan Mounsey named_analyst Not sourced Bank of America Benjamin Heelan named_analyst Not sourced Banco Santander Lourdes Domínguez named_analyst Not sourced Barclays George Featherstone named_analyst Not sourced Berenberg Richard Dawson named_analyst Not sourced BernsteinSG Alasdair Leslie named_analyst Not sourced CIC Market Solutions Eric Lemarie named_analyst Not sourced CICC Hongjie Li named_analyst Not sourced CITI Bank Martin Wilkie named_analyst Not sourced Deutsche Bank Gaël De Bray named_analyst Not sourced Evercore Alexander Virgo named_analyst Not sourced Goldman Sachs Daniela Costa named_analyst Not sourced HSBC Sean McLoughlin named_analyst Not sourced JP Morgan Philip Buller named_analyst Not sourced Jefferies Rizk Maidi named_analyst Not sourced Kepler Cheuvreux William Mackie named_analyst Not sourced Morgan Stanley Max Yates named_analyst Not sourced Morningstar Matthew Donen named_analyst Not sourced Oddo Delphine Brault named_analyst Not sourced Oxcap Analytics Ben Uglow named_analyst Not sourced RBC Capital Markets Mark Fielding named_analyst Not sourced Rothschild & Co James Moore named_analyst Not sourced UBS Andre Kukhnin named_analyst Not sourced Vertical Research Partners Jeffrey Sprague named_analyst Not sourced
Supermicro — 17 published rows Source date: not stated · Official source
Institution Analyst / source label Type City Barclays Tim Long named_analyst Not sourced BofA Securities Ruplu Bhattachary named_analyst Not sourced Citi Asiya Merchant named_analyst Not sourced CJS Securities Jon Tanwanteng named_analyst Not sourced Goldman Sachs Michael Ng named_analyst Not sourced JPMorgan Samik Chatterjee named_analyst Not sourced KeyBanc Brandon Nispel named_analyst Not sourced Loop Capital Ananda Baruah named_analyst Not sourced Mizuho Securities USA Vijay Rakesh named_analyst Not sourced Needham & Company Quinn Bolton named_analyst Not sourced Nomura Research Donnie Teng named_analyst Not sourced Northland Securities Nehal Choski named_analyst Not sourced Raymond James Simon Leopold named_analyst Not sourced Rosenblatt Securities Kevin Cassidy named_analyst Not sourced Susquehanna International Group Mehdi Hosseini named_analyst Not sourced Wedbush Securities Matt Bryson named_analyst Not sourced Wells Fargo Securities Aaron Rakers named_analyst Not sourced
Tencent — 29 published rows Source date: not stated · Official source
Institution Analyst / source label Type City 86Research Charlie Chai named_analyst Not sourced Arete Research Richard Kramer named_analyst Not sourced Barclays Jiong Shao named_analyst Not sourced BofA Securities Alex Liu named_analyst Not sourced BOC International Michael Meng named_analyst Not sourced Bernstein Robin Zhu named_analyst Not sourced CCB International Cathy Chan named_analyst Not sourced China Galaxy International Lei Yang named_analyst Not sourced China Renaissance Ella Ji named_analyst Not sourced CICC Bai Yang named_analyst Not sourced CITIC Securities Yuan Liao named_analyst Not sourced Citigroup Alicia Yap named_analyst Not sourced CLSA Elinor Leung named_analyst Not sourced CMB International Saiyi He named_analyst Not sourced Daiwa John Choi named_analyst Not sourced Exane BNP Paribas William Packer named_analyst Not sourced GF Securities Kuang Shi named_analyst Not sourced Goldman Sachs Ronald Keung named_analyst Not sourced Haitong International Securities Nathan Wang named_analyst Not sourced Huatai Joanne Ding named_analyst Not sourced HSBC Charlene R Liu named_analyst Not sourced Jefferies Thomas Chong named_analyst Not sourced J.P. Morgan Alex Yao named_analyst Not sourced Mizuho Securities USA Wei Fang named_analyst Not sourced Morgan Stanley Gary Yu named_analyst Not sourced Morningstar Ivan Su named_analyst Not sourced New Street Research Jin K. Yoon named_analyst Not sourced Nomura International Jialong Shi named_analyst Not sourced UBS Kenneth Fong named_analyst Not sourced
Unresolved sources Alibaba · Official page checked
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Amazon · Official page checked
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Broadcom · Official page checked
Dell · Official page checked
HPE · Official page checked
Intel · Official page checked
Marvell · Official page checked
Micron · Official page checked
Microsoft · Official page checked
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Vertiv · Official page checked