Base Hit InvestingCompound & FireA Peek Behind the NumbersAlphaSenseBejaminAIAsian Century StocksAsian Century StocksForward GuidanceForward GuidanceBloomberg TerminalAcquiredAcquiredFinPodFinPodRhinoInsightRhinoInsightBizTocBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsFoundersFoundersChit Chat StocksChit Chat StocksAlluvialAlluvialBehind the Balance SheetBehind the Balance SheetFresh InvestFresh InvestCapital Employed FMCapital Employed FMAsian Dividend StocksAsian Dividend Stocks41investments41investmentsCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBloomberg NewsBeehiivBamSECCapital CyclistsCapital CyclistsBehind the Balance SheetBenzingaBase Hit InvestingCompound & FireA Peek Behind the NumbersAlphaSenseBejaminAIAsian Century StocksAsian Century StocksForward GuidanceForward GuidanceBloomberg TerminalAcquiredAcquiredFinPodFinPodRhinoInsightRhinoInsightBizTocBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsFoundersFoundersChit Chat StocksChit Chat StocksAlluvialAlluvialBehind the Balance SheetBehind the Balance SheetFresh InvestFresh InvestCapital Employed FMCapital Employed FMAsian Dividend StocksAsian Dividend Stocks41investments41investmentsCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBloomberg NewsBeehiivBamSECCapital CyclistsCapital CyclistsBehind the Balance SheetBenzingaBase Hit InvestingCompound & FireA Peek Behind the NumbersAlphaSenseBejaminAIAsian Century StocksAsian Century StocksForward GuidanceForward GuidanceBloomberg TerminalAcquiredAcquiredFinPodFinPodRhinoInsightRhinoInsightBizTocBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsFoundersFoundersChit Chat StocksChit Chat StocksAlluvialAlluvialBehind the Balance SheetBehind the Balance SheetFresh InvestFresh InvestCapital Employed FMCapital Employed FMAsian Dividend StocksAsian Dividend Stocks41investments41investmentsCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBloomberg NewsBeehiivBamSECCapital CyclistsCapital CyclistsBehind the Balance SheetBenzinga

2026 Stock Analysis & Company Deep Dives

Independent research published in 2026

Browse 957 company-specific research articles from 78 independent analysts, covering 502 companies during 2026. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

957

Companies covered

502

Independent analysts

78

Most-covered companies in 2026

Meta Platforms ($META) · 40NVIDIA ($NVDA) · 23TSMC ($TSM) · 23ASML Holding N.V. · 22SpaceX · 17PayPal · 16Adobe ($ADBE) · 14Airbnb ($ABNB) · 14Kinsale ($KNSL) · 14Microsoft ($MSFT) · 12Netflix ($NFLX) · 11OpenAI · 11

Most-active analysts in 2026

MBI Deep Dives · 81Dividend Informer · 66FUNDA · 62The Dutch Investors · 38Rijnberk Investinsights · 34TSOH Investment Research · 34The Compounding Tortoise · 30French Hidden Champions · 29Slow Compounding · 28Quality Stocks · 26

Research published in 2026

Showing 1–50 of 957

Browse all years

Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

By MBI Deep Dives · 2026-08-10Figma ($FIG)

[V, MA] The more things change, the more they stay the same

By scuttleblurb · 2026-08-10MastercardVisa Inc. ($V)

Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation

By FUNDA · 2026-08-10Alphabet ($GOOGL)

Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX

By SemiAnalysis · 2026-08-10NVIDIA ($NVDA)

$IT: Gartner 2Q'26 update

By TQI Capital · 2026-08-10Gartner ($IT)

CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad

By Irrational Analysis · 2026-08-09AMDAeva Technologies ($AEVA)Applied Optoelectronics ($AAOI)Navitas Semiconductor ($NVTS)Tower Semiconductor ($TSEM)Wolfspeed ($WOLF)

HEICO Deep Dive (Part 3): Inside HEICO’s Crown Jewel

By Slow Compounding · 2026-08-09HEICO

Weekly|RSI Is the Real AI Variable, FCC Optics Curbs, APP & U Divergence, PLTR Crushes, NET Beat-and-Raise vs DDOG’s Expectations Reset, AXTI & ATI Records, SPCX First Print

By FUNDA · 2026-08-09AppLovin ($APP)ATI Inc. ($ATI)AXT ($AXTI)Cloudflare ($NET)Datadog, Inc. ($DDOG)Palantir Technologies ($PLTR)Unity Software ($U)

Review|APP & U 2Q26: D28 IAA Is Now the Core Battleground

By FUNDA · 2026-08-09AppLovin ($APP)Unity Software ($U)

Shopify 2Q'26: Sustained Miraculous Growth

By MBI Deep Dives · 2026-08-08Shopify ($SHOP)

Uber – A Terrific Business But a Terrible Stock

By Rijnberk Investinsights · 2026-08-08Uber

Omada Health (OMDA): Q2 2026 Earnings Review

By MVC Investing · 2026-08-08Omada Health ($OMDA)

Dividend Informer Q2 2026 Update: Honeywell Aerospace

By Dividend Informer · 2026-08-07Honeywell ($HON)

CALX's Earnings Beat Looks Less Convincing Beneath the Surface

By A Peek Behind the Numbers · 2026-08-07Calix ($CALX)

SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker

By SemiAnalysis · 2026-08-07Microsoft ($MSFT)SpaceX

$CUB: Lionheart Holdings

By Emerging Opportunities · 2026-08-07Lionheart Holdings ($CUB)

Dividend Informer Q2 2026 Update: EOG Resources

By Dividend Informer · 2026-08-07EOG Resources ($EOG)

Why Some SaaS Stocks Keep Winning

By The Pragmatic Optimist · 2026-08-07AppLovin ($APP)Axon ($AXON)Cloudflare ($NET)Datadog, Inc. ($DDOG)Palantir Technologies ($PLTR)

Dividend Informer Q2 2026 Update: Devon Energy

By Dividend Informer · 2026-08-07Devon Energy ($DVN)

Airbnb 2Q'26: Widening the Gap with Booking

By MBI Deep Dives · 2026-08-07Airbnb ($ABNB)Booking Holdings

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

By Yet Another Value Blog · 2026-08-07Hims

Scaling Through Integration and Value Addition: Pitti Engineering

By Scientific Investing · 2026-08-07Pitti Engineering ($PITTIENG.NS)

$745,000,000,000. One Year. Four Companies.

By The Disruptive Investor · 2026-08-07Applied Optoelectronics ($AAOI)

Dividend Focus Stock: Low-Cost Assets Power Shareholder Returns

By Dividend Informer · 2026-08-07EOG Resources ($EOG)

A merciless market (and the reason behind the drop?)

By Best Anchor Stocks · 2026-08-07Shift4

Havas : H1 2026 follow up

By French Hidden Champions · 2026-08-07Havas N.V. ($HAVAS.AS)

Problems at Tenable (TENB)

By The Bear Cave · 2026-08-07Tenable Holdings ($TENB)

Weekly Dose of Optimism #205

By Not Boring · 2026-08-07Oklo ($OKLO)

Review|NET 26Q2: Growth Accelerates Further, Enterprise and Workers Begin to Deliver

By FUNDA · 2026-08-07Cloudflare ($NET)

[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

By scuttleblurb · 2026-08-07Airbnb ($ABNB)Block ($XYZ)Booking HoldingsLouisiana-Pacific ($LPX)Shopify ($SHOP)Trex Company ($TREX)

1H 2026 - Lotus Bakeries

By The Compounding Tortoise · 2026-08-07Lotus Bakeries

ASML: Expanding Capacity As Order Visibility Grows

By Outperforming the Market · 2026-08-07ASML Holding N.V.

Should You Buy Bloom Energy?

By Burak Finance · 2026-08-07Bloom Energy ($BE)

Remitly Global: Still Undervalued? (Ticker: RELY)

By Chit Chat Stocks · 2026-08-07Remitly Global ($RELY)

Duolingo Q2 2026 | Premium Earnings Update

By The Dutch Investors · 2026-08-07Duolingo

Replimune recieves accelerated approval

By Leftfield Investing · 2026-08-07Replimune Group ($REPL)

Dividend Informer Q4 2026 Update: Sysco Corp.

By Dividend Informer · 2026-08-06Sysco ($SYY)

Dividend Informer Q2 2026 Update: ONEOK

By Dividend Informer · 2026-08-06ONEOK

Dividend Informer Q2 2026 Update: Owens Corning

By Dividend Informer · 2026-08-06Owens Corning ($OC)

HGI Earnings Radar #1: PayPal, People, Uber, HubSpot

By High Growth Investing · 2026-08-06HubSpot ($HUBS)PayPalPeople Incorporated ($PPLI)Uber Technologies

HGI Earnings Radar #1: PayPal, People, Uber, HubSpot

By High Growth Investing · 2026-08-06HubSpot ($HUBS)PayPalPeople Incorporated ($PPLI)Uber Technologies

DoorDash 2Q'26: Growth Beyond the Restaurant

By MBI Deep Dives · 2026-08-06DoorDash ($DASH)

Q2 2026 - Topicus.com

By The Compounding Tortoise · 2026-08-06Topicus.com ($TSS)

✍️ SpaceX & Berkshire, Fair Isaac, Blackrock, Margin Loans + S&P 500 ATHs & Valuation = Maverick Equities Charts of the Week #60

By Maverick Equity Research · 2026-08-06Berkshire Hathaway ($BRK.A)BlackrockFair Isaac

Review|DDOG 26Q2: Unchanged Fundamentals Met with Too-High Expectations

By FUNDA · 2026-08-06Datadog, Inc. ($DDOG)

Dividend Informer Q2 2026 Update: Amgen

By Dividend Informer · 2026-08-06Amgen ($AMGN)

The truth behind the headlines

By Best Anchor Stocks · 2026-08-06Topicus.com ($TSS)

Schneider Electric - A Multi-Decade Compounder in the Making

By Rijnberk Investinsights · 2026-08-06Schneider Electric

Meta: In Limbo

By TSOH Investment Research · 2026-08-06Meta Platforms ($META)

Nintendo Q1: The Old Console Just Outgrew the New One!

By Rene Sellmann · 2026-08-06Nintendo ($7974)

BaFin - Managers' transactionsAtom FinanceAlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsChit Chat StocksChit Chat StocksThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFoundersFoundersForward GuidanceForward GuidanceFresh InvestFresh InvestBamSECAmibroker41investments41investmentsBizTocBeehiivAlphaSenseEquity MatesEquity MatesBeyondSPXBenzingaA Peek Behind the NumbersRhinoInsightRhinoInsightCapital CyclistsCapital CyclistsAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetFinPodFinPodBusiness BreakdownsBusiness BreakdownsBehind the Balance SheetBehind the Balance SheetBloomberg NewsAcquiredAcquiredBase Hit InvestingCapital AllocatorsCapital AllocatorsBaFin - Managers' transactionsAtom FinanceAlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsChit Chat StocksChit Chat StocksThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFoundersFoundersForward GuidanceForward GuidanceFresh InvestFresh InvestBamSECAmibroker41investments41investmentsBizTocBeehiivAlphaSenseEquity MatesEquity MatesBeyondSPXBenzingaA Peek Behind the NumbersRhinoInsightRhinoInsightCapital CyclistsCapital CyclistsAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetFinPodFinPodBusiness BreakdownsBusiness BreakdownsBehind the Balance SheetBehind the Balance SheetBloomberg NewsAcquiredAcquiredBase Hit InvestingCapital AllocatorsCapital AllocatorsBaFin - Managers' transactionsAtom FinanceAlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsChit Chat StocksChit Chat StocksThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFoundersFoundersForward GuidanceForward GuidanceFresh InvestFresh InvestBamSECAmibroker41investments41investmentsBizTocBeehiivAlphaSenseEquity MatesEquity MatesBeyondSPXBenzingaA Peek Behind the NumbersRhinoInsightRhinoInsightCapital CyclistsCapital CyclistsAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetFinPodFinPodBusiness BreakdownsBusiness BreakdownsBehind the Balance SheetBehind the Balance SheetBloomberg NewsAcquiredAcquiredBase Hit InvestingCapital AllocatorsCapital Allocators