Analyst Reports contain advice on whether to buy or sell the securities of specific companies or industries. They are produced by research analysts employed by firms that may have an interest in selling securities; however, they can provide a useful model to students in understanding how investment professionals analyze an industry and what data points they find of most interest. 

Please note: analyst reports from several highly ranked investment firms are not included in our Refinitiv Workspace access (e.g. Goldman Sachs, BOFA Merrill Lynch, etc.) For a listing of major investment bank entitlements, see Investment Bank Research in Bloomberg & Refinitiv Workspace.

How to locate COMPANY analyst reports:

Use Refinitiv Workspace

1. Enter the ticker symbol or company name
2. On the company overview page, click on the Research tab and select Company Research
3. Use the filters on the left to narrow down your results (Note: To limit to initiating coverage reports, use the Subjects/Topics filter, and select Initiation)

How to locate INDUSTRY/GEOGRAPHY analyst reports using keywords:

Use Refinitiv Workspace

1. Click on the Research tab and select Advanced Research
2. Use the filters on the left to update the Date Range, select Industry, Country/Region, Contributor (investment bank or publisher), etc. and use the Keyword Search fields to enter your search terms

Video on Using Refinitiv Workspace:

Retention of reports: To comply with agreements they have with the banks, databases that aggregate investment reports will sometimes remove older reports, particularly if the author leaves the investment bank they were written for. For this reason, on occasion particularly older reports will suddenly disappear.

For a multimedia learning module on Refinitiv Workspace check out our Learn with Baker Library Refinitiv Workspace Introduction.

Additional investment report sources:

• Institutional Investor: For the latest rankings of the top investment bank research analysts for a particular industry click on "Research & Rankings" and then select ranking from the list (e.g. "All-American Research Team"). Entries include a summary of what the top analysts are saying about the industry they cover.
• EMIS: Once in a country's page in the database, click "Industry" and then select "Industry Research" to see whether any investment bank analyst reports are available.
• Bloomberg Research Portal

We also have several sources of analysis from a single firm:

• Morningstar Direct (Morningstar reports also are available via Pitchbook. Select Library, then Research Center and choose Morningstar)
• Standard & Poor's NetAdvantage (for equity analysis)
• Standard & Poor's Ratings Direct (for credit analysis)
• Value Line