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Research


 

Research

Our sector specialties include: Consumer; Healthcare; Power & Energy Transition; and Technology/Media. Guggenheim Equity Research analysts average 18 years of Wall Street and industry experience, bringing our clients rich perspectives and deep domain expertise.

Rigorous primary research is central to our approach. Innovation and disruption are constants in the sectors we cover and on-the-ground work keeps our team at the leading edge of trend changes for the benefit of our clients. Our signature research products uncover these findings and include:

  • The Guggenheim 360° series spotlights our analysts' most differentiated work—research that reflects a deep understanding of our covered industries, primary studies using proprietary methods, access to subject matter experts, thought-provoking conclusions, and actionable portfolio ideas.
  • The Guggenheim Data Insights series harnesses alternative data sources to identify changes in fundamental trends in the industries and businesses we cover. With an emphasis on complex and unstructured data sets, our data science team delivers fundamental observations for our analysts to incorporate into their investment opinions.
  • The Grand Rounds series brings to healthcare investors our most important findings from interviews with physicians, scientists, and other leading voices in medicine. Focused on timely debates and key innovations, Grand Rounds surfaces key opinions from primary sources, which are an integral element of our research approach and service to clients.

Meet the Teams

Consumer

The Consumer team covers automotive, e-commerce, hardline and softline retail, and restaurants.

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Power & Energy Transition

The Power & Energy Transition team covers energy & industrial technology, power, and utilities.

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Healthcare

The Healthcare team covers biotechnology, biopharmaceuticals, diagnostics and life sciences tools, healthcare IT, and healthcare services.

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Technology & Media

The Technology & Media team covers entertainment, IT services, media, and software.

View the Team

For access to our research offerings and products, please contact your Guggenheim Securities Sales representative or email GSInfo@guggenheimpartners.com.

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360°, Data Insights, and Grand Rounds


Video Highlights


I&I Spotlight Series – Treg-based Therapies

I&I Spotlight Series – Treg-based Therapies

Senior Managing Directors Whitney Wolfe and Yatin Suneja partake in a Q&A session regarding the future of the Treg-Therapies.

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Highlights From the Second Guggenheim Targeted Protein Day

Highlights From the Second Guggenheim Targeted Protein Day

Senior Managing Director Michael Schmidt discusses the key topics from the event.

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Conferences


DateSectorConference Name
2/7-2/8HealthcareGuggenheim Healthcare Talks | 6th Annual Biotechnology Conference
3/11-3/14Healthcare5th Annual Healthy Altitudes Summit

Social Media Showcases


Ron Jewsikow Joins Yahoo Finance To Discuss The Cybertruck

LinkedIn: Yahoo Finance

Ron Jewsikow Joins Yahoo Finance To Discuss The Cybertruck

Automotive Equity Research Analyst Ron Jewsikow joins Yahoo Finance to analyze the impact of products, such as the #cybertruck, on the broader EV market.

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Bob Drbul Joins CNBC To Discuss Holiday Season Outlook For Big Box Retailers

LinkedIn: CNBC

Bob Drbul Joins CNBC To Discuss Holiday Season Outlook For Big Box Retailers

Retailing/Department Stores & Specialty Softlines Equity Research Analyst Robert Drbul joins CNBC's "Power Lunch" to discuss his outlook for how big box retail companies will perform during the holiday season.

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Michael Morris Joins CNBC To Evaluate The General Entertainment Landscape

LinkedIn: CNBC

Michael Morris Joins CNBC To Evaluate The General Entertainment Landscape

Entertainment and Digital Media Equity Research Analyst Michael Morris joins CNBC's "Squawk on the Street" to evaluate the general entertainment landscape as the industry continues to trend to an app-based streaming ecosystem.

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Michael Morris Joins CNBC to Discuss Digital Media Advertising Market

LinkedIn: CNBC

Michael Morris Joins CNBC to Discuss Digital Media Advertising Market

Entertainment and Digital Media Equity Research Analyst Michael Morris joins CNBC’s “Squawk on the Street” to discuss the impact of pressures on the digital media advertising market.

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Greg Francfort Discusses Outlook For Fast Food Industry

LinkedIn: Yahoo Finance

Greg Francfort Discusses Outlook For Fast Food Industry

Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo Finance to discuss his outlook for restaurants in the fast food industry.

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Shar Pourreza Named To 2023 Institutional Investor All-America Research Team

LinkedIn: Institutional Investor

Shar Pourreza Named To 2023 Institutional Investor All-America Research Team

Guggenheim Securities, LLC congratulates Power & Utilities Equity Research Analyst Shar Pourreza, CFA for being named to the 2023 Institutional Investor All-America Research Team.

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Michael Morris Discusses Potential Impacts of AI on Tech Industry

LinkedIn: CNBC

Michael Morris Discusses Potential Impacts of AI on Tech Industry

Entertainment and Digital Media Equity Research Analyst Michael Morris joins CNBC's "Squawk on the Street" to provide his thoughts on the potential impacts of artificial intelligence on the global technology industry.

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Ron Jewsikow Joins CNBC to Discuss Earnings Results

LinkedIn: CNBC

Ron Jewsikow Joins CNBC to Discuss Earnings Results

Automotive Equity Research Analyst Ron Jewsikow joins CNBC's "Power Lunch" to provide his thoughts on earnings results for an electric vehicle manufacturer.

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Michael Morris Discusses Earnings Outlook for Streaming Service Companies

LinkedIn: CNBC

Michael Morris Discusses Earnings Outlook for Streaming Service Companies

Entertainment and Digital Media Equity Research Analyst Michael Morris joins CNBC's "Power Lunch" to discuss his outlook for various streaming services ahead of earnings.

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Ron Jewsikow Discusses Earnings Expectations for EV Industry

LinkedIn: Bloomberg

Ron Jewsikow Discusses Earnings Expectations for EV Industry

Automotive Equity Research Analyst Ron Jewsikow joins Bloomberg TV to discuss his earnings expectations for electric vehicle manufacturers.

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Michael Morris Joins CNBC To Discuss Mass Media Dispute

LinkedIn

Michael Morris Joins CNBC To Discuss Mass Media Dispute

Entertainment and Digital Media Analyst Michael Morris joins CNBC's 'Squawk on the Street' to discuss the effects of an ongoing carriage fee dispute between two mass media companies.

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Bob Drbul Joins CNBC To Discuss The Sportswear Industry

LinkedIn

Bob Drbul Joins CNBC To Discuss The Sportswear Industry

Retailing/Department Stores & Specialty Softlines Equity Research Analyst Robert Drbul joins CNBC's 'Squawk on the Street' to discuss the sportswear industry.

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Ron Jewsikow Joins CNBC To Discuss Earnings

LinkedIn

Ron Jewsikow Joins CNBC To Discuss Earnings

Automotive Equity Research Analyst Ron Jewsikow joins CNBC to provide his thoughts on a recent earnings report.

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Guggenheim Securities Equity Research Publishes 'The Efficient Frontier'

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Guggenheim Securities Equity Research Publishes 'The Efficient Frontier'

Guggenheim Securities Equity Research Analysts Joseph Osha and Hilary Cauley, CFA recently published 'The Efficient Frontier' private company report.

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Shahriar Pourreza Discusses U.S. Utilities Outlook With WSJ

LinkedIn

Shahriar Pourreza Discusses U.S. Utilities Outlook With WSJ

Senior Managing Director and Power & Utilities Equity Research Analyst Shar Pourreza, CFA spoke with Katherine Blunt at The Wall Street Journal about the pressures that U.S. utilities are facing amid rising competition in renewables.

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Evan Wang Expands Coverage of Healthcare Stocks

LinkedIn: Evan Wang

Evan Wang Expands Coverage of Healthcare Stocks

Evan Wang, Healthcare Equity Research Analyst covering Global Biopharmaceuticals and Biotechnology, recently increased Guggenheim Securities' Healthcare Research footprint by expanding coverage in the infectious disease and liver sectors.

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Ron Jewsikow Talks Electric Vehicles Landscape on Yahoo Finance

LinkedIn

Ron Jewsikow Talks Electric Vehicles Landscape on Yahoo Finance

Automotive Equity Research Analyst Ron Jewsikow joins Yahoo Finance to discuss the electric vehicle charging landscape.

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Joe Osha Speaks With Investor's Business Daily

LinkedIn

Joe Osha Speaks With Investor's Business Daily

Energy Technology & Industrial Energy Equity Research Analyst Joseph Osha spoke with Jed Graham of Investor's Business Daily about developments in the energy storage market.

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Guggenheim Thanks Attendees of L.A. Bus Tour

LinkedIn

Guggenheim Thanks Attendees of L.A. Bus Tour

Guggenheim Equity Research would like to thank the participants and attendees of the firm's Los Angeles Bus Tour, hosted by Entertainment & Digital Media Equity Research Analyst Michael Morris.

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Michael Morris Discusses Recent Developments in Entertainment Sector

Linkedin: CNBC

Michael Morris Discusses Recent Developments in Entertainment Sector

Entertainment & Digital Media Equity Research Analyst Michael Morris joins CNBC's "Squawk on the Street" to discuss recent developments and long-term outlook in the sector.

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Guggenheim Thanks Attendees and Participants of Radiopharmaceuticals Day

LinkedIn: Guggenheim Securities

Guggenheim Thanks Attendees and Participants of Radiopharmaceuticals Day

Guggenheim would like to thank the participants and attendees of the Guggenheim Healthcare Talks Radiopharmaceuticals Day.

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Shahriar Pourreza Talks About Investment Opportunities In Hydrogen With WSJ

LinkedIn: WSJ

Shahriar Pourreza Talks About Investment Opportunities In Hydrogen With WSJ

Senior Managing Director and Power & Utilities Equity Research Analyst Shar Pourreza, CFA spoke with Katherine Blunt at The Wall Street Journal about investment opportunities in hydrogen.

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Ron Jewsikow Discusses Earnings on Yahoo Finance

LinkedIn: Yahoo Finance

Ron Jewsikow Discusses Earnings on Yahoo Finance

Automotive Equity Research Analyst Ron Jewsikow joins Yahoo Finance to discuss recent earnings reports.

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Gregory Francfort Talks Restaurants Outlook on Yahoo Finance

LinkedIn: Yahoo Finance

Gregory Francfort Talks Restaurants Outlook on Yahoo Finance

Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo Finance to discuss his outlook for restaurants.

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Genomic Medicines and Rare Disease Days

LinkedIn: Thank You

Genomic Medicines and Rare Disease Days

Guggenheim would like to thank the participants and attendees of the Guggenheim Healthcare Talks Genomic Medicines and Rare Disease Days.

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Vamil Divan Launches Healthcare Stock Coverage

LinkedIn: Healthcare Research

Vamil Divan Launches Healthcare Stock Coverage

Vamil Divan, MD, MBA, Healthcare Equity Research Analyst covering the Global Biopharmaceutical and Biotechnology sectors, expanded Guggenheim Securities’ Healthcare Research footprint in late February by launching coverage on nine healthcare stocks.

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John DiFucci Discusses Takeaways From Salesforce's Earnings Call

LinkedIn: Yahoo Finance

John DiFucci Discusses Takeaways From Salesforce's Earnings Call

Software Equity Research Analyst John DiFucci joins Yahoo Finance to discuss his key takeaways from Salesforce's fourth-quarter earnings call.

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John DiFucci Joins CNBC's Squawk on the Street

LinkedIn: CNBC Squawk on the Street

John DiFucci Joins CNBC's Squawk on the Street

Software Equity Research Analyst John DiFucci joins CNBC’s "Squawk on the Street" to discuss his thoughts and outlook on cloud stocks.

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Gregory Francfort Discusses Subscription Services in the Restaurants Sector

LinkedIn: Yahoo! Finance

Gregory Francfort Discusses Subscription Services in the Restaurants Sector

Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo! Finance to discuss his views on subscription services in the restaurant sector.

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Why Olive Garden parent Darden Restaurants is still ‘best in class’: Analyst

LinkedIn: Yahoo! Finance

Why Olive Garden parent Darden Restaurants is still ‘best in class’: Analyst

Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo! Finance to discuss his views and outlook on the sector.

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John DiFucci Joins CNBC’s Squawk Box To Discuss Artificial Intelligence

LinkedIn: CNBC Squawk Box

John DiFucci Joins CNBC’s Squawk Box To Discuss Artificial Intelligence

Software Equity Research Analyst John DiFucci joins CNBC’s "Squawk Box" to discuss his views on the sector as well as the impact of artificial intelligence on the industry.

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John DiFucci Joins CNBC’s TechCheck To Discuss Software Sector Outlook

LinkedIn: CNBC TechCheck

John DiFucci Joins CNBC’s TechCheck To Discuss Software Sector Outlook

Guggenheim software analyst John DiFucci joins CNBC’s ‘TechCheck’ to discuss his software sector outlook.

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Shar Pourreza Discusses Utility Industry With New York Times

LinkedIn: New York Times

Shar Pourreza Discusses Utility Industry With New York Times

Senior Managing Director Shar Pourreza, CFA spoke with The New York Times' reporter Eric Lipton on the utility industry’s outlook with the passage of the climate and economic legislation Inflation Reduction Act.

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Guggenheim’s Seamus Fernandez Offers His Bullish Case for Merck

LinkedIn: CNBC Closing Bell: Overtime

Guggenheim’s Seamus Fernandez Offers His Bullish Case for Merck

Biopharmaceutical Analyst Seamus Fernandez provides insight on CNBC Closing Bell: Overtime into his recent report on MRK.

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Guggenheim Thanks Attendees of Therapeutics Conference

LinkedIn: Therapeutics Conference

Guggenheim Thanks Attendees of Therapeutics Conference

Guggenheim Securities would like to thank the participants and attendees of this week’s Therapeutics Conference.

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Shar Pourreza Discusses His Energy Industry Outlook With WSJ

LinkedIn: WSJ

Shar Pourreza Discusses His Energy Industry Outlook With WSJ

Equity Research Analyst Shar Pourreza, CFA comments on Duke Energy’s outlook and plans to manage its capital structure.

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I&I Spotlight Series - Treg-based Therapies

LinkedIn: I&I Spotlight Series

I&I Spotlight Series - Treg-based Therapies

Senior Healthcare Sales Specialist Whitney Wolfe interviews Biotechnology Research Analyst Yatin Suneja on the rapid innovation of Tregs for the treatment of autoimmune diseases and diseases of the nervous system.

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