Search Broker Reports From 1,700+ Sources In Seconds with AlphaSense

Traditionally considered a source of insight for sell-side firms, broker research and reports now provide critical insight for corporate and consulting professionals. In addition, corporate strategy professionals are increasingly turning to broker research to analyze market landscapes and better understand analyst assessments of market and industry trends, as well as performance of competitive peers.

However, manually finding broker reports and extracting the insights they contain requires significant time and effort — think multiple search engine queries and hours of combing through countless documents to identify important information. And even when you locate the right reports, broker research is often stuck behind frustrating paywalls.

The AlphaSense platform transforms the research experience by providing you with access to top broker research and other premium content and data sources, such as Wall Street Insights, all within a single, centralized platform.

With AI search technology supporting your research, you’ll also be able to quickly identify insights to uncover new opportunities, stay one step ahead of your market competitors, and deliver exceptional results for your clients.

Wall Street Insights

AlphaSense provides global reports from 1,700+ research providers (comprising sell-side analysts, strategists, and research teams) that cover companies, industries, asset classes, and economies.

Our default proprietary offering Wall Street Insights features equity research from the world’s leading brokerage firms including, but not limited to:

• Goldman Sachs
• JP Morgan
• Morgan Stanley
• Cowen
• UBS
• HSBC
• Credit Suisse

Wall Street Insights showcases both real-time and after-market research, is sourced from both broker partnerships and vendors, and covers North America, EMEA, APAC, and LATAM regions.

With Wall Street Insights, you can conduct more comprehensive competitive analysis, improve client interactions, enhance internal research and strategy, and save your organization time and money with AI and automations.

Broker Reports You Can Access on the AlphaSense Platform

On the AlphaSense platform, users can access several critical types of equity research reports, including:

• Company reports – Issued periodically over the course of an analyst’s or firm’s time covering said stock and include: Upgrades/downgrades: published when a stock analyst changes their opinion of a stock, and subsequently, their investment recommendationEstimate / price target revisions: published when an analyst revises their previous price target (their prediction of the future price of a security)Initiation reports: published when a broker first begins covering a companyCredit researchAll other company reports
  • Upgrades/downgrades: published when a stock analyst changes their opinion of a stock, and subsequently, their investment recommendation
  • Estimate / price target revisions: published when an analyst revises their previous price target (their prediction of the future price of a security)
  • Initiation reports: published when a broker first begins covering a company
  • Credit research
  • All other company reports
• Industry reports – Analyze a set of companies within the same industry
• Fixed income reports – Demonstrate maturity distribution of portfolios
• Economic/macro reports – Shares analysts’ views on growth expectations, inflation, stock market volatility, and global market trade
• Commodities reports – Provide analysis of commodities within a particular industry, published weekly or monthly

Unlock Market Moving Insights Faster with AI & Automation

When you rely on an equity research platform that utilizes the power of AI search technology, you can be more confident in your research, knowing you are no longer at the mercy of human error. AlphaSense also allows you to automate certain research processes that previously would have required hours of manual work, streamlining your entire process so you can take action and make mission-critical decisions faster than ever.

Here’s how our genAI features and smart automations can transform your workflow:

Generative Search

Generative Search, now with Deep Research capabilities, transforms how users can extract insights from our vast library of premium content sources. Generative Search is trained to think like an analyst, so it understands the market research intent behind your natural language queries.

When searching for insights, Generative Search helps you get up to speed on a company or topic by instantly surfacing the answers you need. You can dig deeper into topics by asking follow-up questions or choosing a suggested query. Each answer provides citations to the exact snippet of text from where the information was sourced, so that it can always be referenced.

Generative Grid

Generative Grid applies multiple genAI prompts across many documents at the same time to quickly provide organized answers to research questions at scale, in an easy-to-read table format. This enables users to summarize documents using pre-built criteria, saving time when executing repeatable workflows.

Generative Grid pulls data from both premium external documents in the AlphaSense platform and users’ internal content. From there, users can choose pre-built templates or create their own to automate routine workflows. Each summary provides a direct citation to the source material it was pulled from.

Users can leverage this tool to track earnings transcripts, compare competitors at a glance, peer into deal rooms in seconds, track macro event impacts, or analyze merger proxy filings, among many use cases.

Results Ranked by Relevance

AlphaSense automatically ranks results by their relevance to your research using a number of algorithmic factors, including search term proximity, Smart Synonyms, and document decay. You can be confident that the content sources at the top of your search results page are the ones most aligned with your current research needs.

Real-Time Alerts for News and Updates

Without a centralized search system, professionals have no choice but to perform multiple manual searches and parse through Google Alerts for any relevant updates. On the AlphaSense platform, real-time alerts are customizable and can be set up for any company, industry, keyword, or topic that is of interest to you (or a set/list of any of the above).

Customized alerts and watchlists give analysts real-time notifications about important news and updates while also ensuring they aren’t bogged down with alerts that are not in tune with what they really need.

How to Use Broker Research

Here are just a few of the ways AlphaSense users rely on broker research to navigate ever-evolving market conditions and stay in the know about important trends:

Investment Decision-Making and Portfolio Management

Portfolio managers use AlphaSense’s broker reports as a foundational data layer when evaluating securities, ensuring that every investment decision is backed up by the largest collection of broker and independent research available through a single interface.

By having access to both broker research and other crucial content — such as expert transcripts, company documents, and regulatory material — all in one place, analysts can conduct thorough diligence in less time and with greater confidence.

Corporate Finance and Investor Relations

IR teams utilize broker reports in the AlphaSense platform to anticipate likely questions, align messaging with C-suite expectations, and benchmark language and sentiment ahead of earnings calls. Corporate finance teams consolidate broker research, company filings, expert transcripts, and news to create comprehensive KPI benchmarking packs that inform FP&A and legal stakeholders while controlling overall data cost. And for companies that receive coverage from niche or adjacent-industry analysts, broker reports help IR teams understand external perceptions of subsidiaries or partner businesses they might otherwise miss.

And with AlphaSense’s genAI tools like Generative Search and Generative Grid, users can ask natural language questions across an array of broker reports or other content and receive instant citable answers, presented either in a detailed report format or a grid format.

Competitive Intelligence and Strategy

Strategy and corporate development professionals use AlphaSense broker reports to dissect growth drivers, headwinds, and market narratives in their industry of interest. Competitive intelligence teams can use broker research to identify shifts in competitive dynamics before they are visible in public filings, enabling proactive strategy changes.

AlphaSense’s real-time alerts and customizable dashboards will surface the broker reports that are most relevant to your industry so you don’t have to go searching for them. Get instant insights delivered straight to your inbox or mobile device, and use our Generative Search to ask clarifying questions directly in the document.

Tracking Market Trends

When it comes to tracking market trends and forecasting future developments, broker research is a highly useful tool. Sell-side analysts have an early read on shifts such as changing demand patterns, pricing power, regulation, or technology adoption. Brokers also cover entire sectors and can pinpoint common themes across companies or inflection points in the market. Finally, broker research is highly useful for forecasting future scenarios and monitoring trends continuously over time.

AlphaSense users don’t waste time jumping between sources or running into paywalls to get the information they need. Instead, they gain access to all the financial, regulatory, and expert information they require for holistic monitoring. And with advanced AI technology and purpose-built workflow tools layered over the data, they can extract more value from each insight and accelerate the research process.

Learn how AlphaSense can be used to track healthcare industry trends using aggregated content sources — broker reports, expert calls, company documents, news, and more — and AI workflows.