Research Guides: NYU Business Library: Analyst Reports

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Analyst Reports

Start Here:

Mergent Online This link opens in a new window
Click the "Investext" tab when you enter the database. If you have located a company of interest via search, and would like to browse the company's reports, click the "Reports" tab and then the "Broker research reports" link.

Note that, due to a technical issue, reports from some major investment firms (Credit Suisse, Deutsche Bank, etc.) are not displaying in company view. Use the "Investext" tab (or Refinitiv Workspace, below) to access these reports until the database provider resolves the issue.
Refinitiv Workspace This link opens in a new window
The successor product to Thomson ONE. Each user is permitted to view and/or download up to 150 pages of analyst report content ("AMR") per 24 hour period. Find analyst report content in the "Research" menu tab.

Users with existing accounts may log into the web interface here.

Individual account creation required before you can login. Account requests are processed in 7-10 business days. Also known as Eikon, Refinitiv Workspace provides access to fundamental financial data on public companies, merger and acquisitions, financial market data and quotes, analyst reports, and private equity and venture capital. It features powerful screening and charting capabilities.

Users may log in via the web platform, or optionally via Refinitiv's Mac and PC software.

Each user is permitted to view and/or download up to 150 pages of analyst report content ("AMR") per 24 hour period. Faculty may request expanded AMR access - pending availability - by emailing the Business Library team using our form.

FAQ: "What is the difference between analyst reports in Mergent Online and Refinitiv Workspace?"

Additional Sources:

Bloomberg This link opens in a new window
Use the BRC or DOCS command when viewing a specific equity to see what analyst reports are available. Please note that not all analyst reports visible in the interface are available on NYU's academic subscription.

Must be accessed on-site at NYU's Bobst (Greenwich Village), Brause (Midtown), Dibner (Downtown Brooklyn), Shanghai, and Abu Dhabi Libraries.
Emerging Markets Information Service (EMIS) This link opens in a new window
Emerging Markets Information Service contains articles, news, financial filings for publicly held companies, and analyst reports in emerging countries in Asia, Latin America, Central and Eastern Europe.

Requires NetID and password.
Mergent Events Data This link opens in a new window
Mergent Events Data provides information on stock-splits, mergers, tender offers, partial/full calls, and name changes.
Standard & Poor's NetAdvantage This link opens in a new window
- This link opens in a new window
Standard & Poor's NetAdvantage allows users to research companies, industries, and funds (mutual funds & ETFs), as well as to access financial news and directories, and financial education materials.
Value Line This link opens in a new window
Value Line provides access to data, tools, rankings and analysis covering companies, industries, markets and economies, with research covering stocks, mutual funds, options and convertible securities as well as special situation stocks.

Tips for Power Searching In Refinitiv Workspace

Advanced search: Search across all reports by keyword, date range, subject/topic, analyst, analyst rating, etc.

Initiating coverage: Under subject, select "Initiation". Indicates when an analyst first began their coverage of a specific company. Useful for an extremely deep dive into a company.
Industry search: Locate reports that are not focused on one company, but rather an industry.

Avoiding the daily page download limit:

Select only the pages of reports that you need using the table of contents and "View Thumbnail" feature.
Avoid downloading large reports, or large amounts of reports, without evaluating their contents. Select only the pages of reports that you need to download.
Reached the limit of downloadable page in RWS? Find and download the reports you need via Mergent Online. (Note that Mergent Online lags behind RWS in terms of when reports are posted.)

Analyst Report FAQs

Q: What happened to Thomson ONE?
A: It has been replaced by the successor product, Refinitiv Workspace.

Q: Where can I find Morgan Stanley reports?
A: Only in Refinitiv Workspace.

Q: Why are many analyst reports not accessible in Bloomberg?
A: A large number of their reports are only accessible to Bloomberg's corporate clients, not their academic clients.

Q: Does NYU have access to buy-side analyst reports?
A: No, only sell-side. Buy-side analysis is typically held only by the fund managers for which the reports have been created. There are no vendors who sell buy-side analysis to academic libraries.

Q: What is the different between analyst reports and broker research?
A: Analyst reports and alternative terms (sell-side reports, aftermarket research / "AMR", broker research, and equity research) are used interchangeably.