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How Alpha Analyst is redefining investment research. Insights, team perspectives, and the latest on building AI for finance.

Orsted’s Revolution Wind Ruling: Investor Takeaways
Company Research
DNNGY US

Orsted’s Revolution Wind Ruling: Investor Takeaways

How court decisions, stop-work orders, and policy volatility can reprice offshore wind projects—and how to monitor the risk systematically

PAR Technology and Papa Johns: What the “systemwide rollout” report could mean
Company Research
PAR US

PAR Technology and Papa Johns: What the “systemwide rollout” report could mean

A practical way to validate the story in filings, track follow-on disclosures, and monitor restaurant tech adoption with Alpha Analyst

Delta earnings: what the quarter says about premium demand in 2026
Company Research
DAL US

Delta earnings: what the quarter says about premium demand in 2026

A practical framework to read the print, the guide, and the fleet moves using Alpha Analyst

JPMorgan earnings recap: Q4 beat, trading strength, and what to track next
Company Research
JPM US

JPMorgan earnings recap: Q4 beat, trading strength, and what to track next

A practical checklist for interpreting bank results—and how to turn the quarter into ongoing monitoring in Alpha Analyst

L3Harris missile business IPO plan: what to monitor in 2026
Company Research
LHX US

L3Harris missile business IPO plan: what to monitor in 2026

A practical, filing-first checklist for tracking a proposed carve-out, DoD partnership signals, and investor catalysts

What Does BigBear.ai (BBAI) Actually Do?
Company Deep-DiveUSA
BBAI US

What Does BigBear.ai (BBAI) Actually Do?

A plain-English deep dive into a defense-adjacent AI contractor: how it makes money, what changed recently, and what to track in SEC filings

Ondas Holdings (ONDS) Deep-Dive: What It Does and What to Track
Company Deep-DiveUSA
ONDS US

Ondas Holdings (ONDS) Deep-Dive: What It Does and What to Track

A plain-English map of Ondas’ private wireless + autonomous drone model, why it’s showing up in AI-infrastructure conversations, and a filings-first diligence checklist

What Does Rocket Lab (RKLB) Actually Do?
Company Deep-DiveUSA
RKLB US

What Does Rocket Lab (RKLB) Actually Do?

A plain-English deep dive into Rocket Lab’s launch + space systems model, where value accrues, and what to track in SEC filings

What Does AST SpaceMobile (ASTS) Actually Do?
Company Deep-DiveUSA
ASTS US

What Does AST SpaceMobile (ASTS) Actually Do?

A plain-English deep-dive into the direct-to-device satellite thesis, the MNO wholesale model, and what to track in SEC filings