AlphaSense for Research Analysts

Top use cases for research analysts

This comprehensive guide will provide insight into the top use cases of AlphaSense for sell side research, as well as provide sample searches to get you started!

NOTE: For any search in this article, replace any topic of interest and/or company to customize for your purposes

• Expedite Earnings Analysis with Smart Summaries
• Private Company Funding
• Mapping the Competitive Landscape
• Idea Generation from Earnings Transcripts
• Monitor M&A updates on a specific company
• Search for hedging or strategy across a watchlist
• Tracking questions raised by analysts within transcripts  
• Monitor liquidity red flags across your coverage universe
• Track your sector's outlook and predictions for a given time period
• Tracking management commentary on key metrics over time to gauge management credibility
• Government debt upgrades and downgrades
• Find covenants for a specific company/watchlist
• Find commentary on deal activity across content sets

Expedite Earnings Analysis with Smart Summaries

Gather key positives, negatives, outlooks, and Q&A highlights from earnings call instantly with generative AI

• ["Earnings Transcripts" search] > Replace TSLA with company of your choice

Private Company Funding

Discover information around funding among startups within a given industry

• ["Private Company Funding" search] > Replace "technology" in the Keyword search with your industry of choice

Mapping the Competitive Landscape

Learn the key companies discussing a particular topic via the Search Summary

• ["Mapping the Competitive Landscape" search] > Replace keyword with topic of interest

Idea Generation from Earnings Transcripts

Discover how companies in a given industry are discussing a given topic in their Event Transcripts?

• ["Idea Generation from ET" search] > Replace keyword with topics of interest to you, as well as change the Industry filter for the corresponding industry of choice

Monitor M&A updates on a specific company

Uncover M&A updates around a given company/watchlist

• ["M&A Updates" search] > Add the company/watchlist or interest to the Company/Ticker Search bar

Search for hedging or strategy across a watchlist

Search for hedging or strategy across a group of companies

• ["Hedging or Strategy" search] > Add your desired Watchlist and adjust the timeframe filter to focus on particular times of the year

Tracking questions raised by analysts within transcripts  

Broad search across transcripts Q&As to search for your peers asking on the companies that you cover

• ["Questions by analyst" search] > Add the watchlist of choice and search for analyst name in the Keyword Search bar

Monitor liquidity red flags across your coverage universe

Uncover red flags from your coverage universe

• ["Liquidity Red Flags" search] > Add your desired watchlist

Track your sector's outlook and predictions for a given time period

Uncover predictions from your coverage universe at a given moment in time

• ["Outlook & Predictions" search] > Adjust the timeframe filter to your desired lookback range and apply your Watchlist of choice

Tracking management commentary on key metrics over time to gauge management credibility

Example search of pulling service requests and viewing sentiment around the commentary

• ["Management commentary" search] > Replace ANGI with company/companies of your choice

Government debt upgrades and downgrades

Uncover information related to government debt upgrades or downgrades

• ["Government debt upgrades/downgrades" search]

Find covenants for a specific company/watchlist

• ["Covenants" search] > Add in your company/watchlist of interest

Find commentary on deal activity across content sets

• ["Deal Activity Commentary" search] > Replace "GM" with company of your choice or add a watchlist/industry