Solutions for Equity Analysts
Take the smartest path from idea to alpha
Reimagine your entire equity research process for the AI era with a new, unified workflow on the Bloomberg Terminal.
Amplify your originality
Generate more differentiated investment ideas in less time with a unified research workflow built specifically for equity analysts and powered by Bloomberg AI.
Faced with rapidly expanding amounts of market data and commentary, equity analysts need a workspace built for speed, clarity and trust. Bloomberg brings the full research process together, enabling you to develop ideas, monitor coverage, prepare for earnings and communicate insights in one, end-to-end workflow.
Workflows that are unified, not fragmented
Move from scattered research tools to one connected, trusted environment, so you can find answers faster, build better models and make more informed decisions.
Data that is credible, not questionable
Bloomberg AI is powered by comprehensive data you can see, source and trust, with transparent attribution.
AI that is specialized, not generic
Our AI solutions are built by and for financial professionals and refined using the combined expertise of Bloomberg’s AI engineers, data scientists and research analysts.
Accelerate every stage of your equity analysis workflow
Turn information into conviction
Move from initial scoping to a clear and defensible investment thesis with speed and precision. Bloomberg equips analysts with connected financials, transcripts, filings, research, news, analytics and AI tools, streamlining the work of sizing markets, screening names and understanding what matters for each company in your universe.
Document Workspace – Query multiple documents simultaneously using everyday language and analyze responses side-by-side in a Comparative Table.
Monitor coverage through a real-time lens
Staying current on your thesis shouldn’t be a full-time job. Bloomberg consolidates news, research and data on market movements, and keeps you informed with customizable alerts. Easily track changes in management tone, data trends or peer performance – and immediately see how these shifts affect your assumptions.
AI Summaries – Evolve your thesis with the market with feedback from AI news summaries, custom news feeds and equity sentiment modeling.
Anticipate and analyze events
Catalysts define when research matters most. Whether the event is an earnings release, product launch or regulatory decision, Bloomberg connects data, management commentary and real-time market reactions in one workflow. Empowering you to anticipate the variables most likely to move prices, then analyze outcomes the moment they happen.
Company Financials – Compare detailed KPI estimates to actuals within minutes of earnings releases, expediting model updates and helping quantify conviction.
Translate your analysis into impact
Insights only matter if they can be clearly communicated. Bloomberg’s collaboration tools and Research Management Solutions enable you to capture, organize and communicate findings with transparency. Turn research into structured, data-linked outputs that teams, portfolio managers and clients can act on – all grounded in the same verified information that powered the analysis.
Instant Bloomberg (IB) – Communicate instantly with IB users across your own firm, external market players and Bloomberg’s network of experts.
