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.
Power & Energy Transition
The Power & Energy Transition team covers energy & industrial technology, power, and utilities.
Healthcare
The Healthcare team covers biotechnology, biopharmaceuticals, diagnostics and life sciences tools, and healthcare services.
Technology & Media
The Technology & Media team covers entertainment, IT services, media, and software.
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 summaries
Video highlights
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.
Highlights From the Second Guggenheim Targeted Protein Day
Senior Managing Director Michael Schmidt discusses the key topics from the event.
Conferences
| Date | Sector | Location | Conference Name |
|---|---|---|---|
| 11/10-11/12 | Utilities | Florida | 59th EEI Financial Conference - Guggenheim Hosted Meetings |
| 11/11-11/13 | Healthcare | Boston | Inaugural Global Healthcare Conference |
Social media showcases
LinkedIn: CNBC
Shar Pourreza Research Featured In CNBC Article
Power & Utilities Equity Research Analyst Shar Pourreza's research was recently featured in a CNBC article by Spencer Littleford Kimball about a fast-growing power company that Pourreza describes as "a unicorn" in the power & utilities industry.
LinkedIn: CNBC
Michael Schmidt Speaks With CNBC About Radiopharmaceutical Development
Biotechnology Equity Research Analyst Michael Schmidt spoke with Angelica Peebles of CNBC about the development of radiopharmaceuticals that deliver radiation directly to tumors and the potential market opportunity for this technology.
LinkedIn: Reuters
Michael Schmidt Speaks With Reuters About Breast Cancer Therapeutics
Biotechnology Equity Research Analyst Michael Schmidt spoke with Mariam Sunny of Reuters about breast cancer therapeutics and the potential market opportunity for second-line treatment of breast cancer.
Greg Francfort Joins CNBC and Yahoo Finance To Discuss Coffee Industry Outlook
Restaurants Equity Research Analyst Gregory Francfort, CFA recently appeared on CNBC and Yahoo Finance to discuss his outlook for the coffee industry amid a high-profile leadership change for a market leader.
Ron Jewsikow Joins CNBC To Discuss Steady-State Unit Economics
Automotive Equity Research Analyst Ron Jewsikow joins CNBC to discuss steady-state unit economics for different autonomous vehicle companies.
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LinkedIn: Bloomberg
Greg Francfort Speaks With Bloomberg About Restaurant Industry Outlook
Restaurants Equity Research Analyst Gregory Francfort, CFA recently appeared on the Choppin' It Up podcast hosted by Bloomberg's Michael Halen, where he discussed his outlook for the restaurant industry in the second half of 2024.
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LinkedIn: WSJ
Shar Pourreza Speaks With WSJ About Rising U.S. Electricity Prices
Power & Utilities Equity Research Analyst Shar Pourreza, CFA spoke with Katherine Blunt of The Wall Street Journal about rising U.S. electricity prices as utilities ramp up spending on maintenance and grid improvements.
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LinkedIn: Yahoo Finance
John DiFucci Joins Yahoo Finance To Discuss IT Spending Outlook
Software Equity Research Analyst John DiFucci recently appeared on Yahoo Finance to discuss his research report focusing on the state of IT spending by corporate software companies.
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Ron Jewsikow Joins CNBC & Yahoo Finance To Discuss Full Self-Driving Cars
Automotive Equity Research Analyst Ron Jewsikow recently appeared on CNBC and Yahoo Finance to discuss automaker rollout plans for full self-driving cars and autopilot/robotaxis.
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LinkedIn: CNBC
Ron Jewsikow Joins CNBC To Discuss Increased Competition In EV Industry
Automotive Equity Research Analyst Ron Jewsikow joins CNBC to discuss how increased competition among electric vehicle manufacturers in China and new European import tariffs are affecting the EV industry.
LinkedIn: Yahoo Finance
John DiFucci's Research Featured In Yahoo Finance Article
Software Equity Research Analyst JOHN DIFUCCI's research report was featured in a recent Yahoo Finance article focusing on his outlook for IT spending by corporate software companies in the second half of 2024.
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Guggenheim Thanks Attendees Of Biopharma Bus Tour
Guggenheim Securities Equity Research would like to thank the participants and attendees of the firm's Biopharma Next Decade Bus Tour, hosted by the Therapeutics Research team. The firm hosted meetings with executives from notable healthcare companies between June 17-21.
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LinkedIn: Yahoo Finance
Gregory Francfort Joins Yahoo Finance To Discuss Changes In Consumer Behavior
Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo Finance to discuss how the restaurant industry is adjusting to changes in consumer behavior.
Guggenheim Securities Thanks Attendees Of The Efficient Frontier Event
Guggenheim Securities would like to thank attendees of our The Efficient Frontier event – an evening honoring the 57 leading private companies, across a variety of sub-sectors, driving the energy transition. The event was held in coordination with the publication of "The Efficient Frontier" report by Energy Technology and Industrial Technology Equity Research Analysts Joseph Osha and Hilary Cauley, CFA.
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LinkedIn: Yahoo Finance
Ron Jewsikow Joins Yahoo Finance To Discuss Impact Of AI On Autos
Automotive Equity Research Analyst Ron Jewsikow joins Yahoo Finance to discuss the impact of artificial intelligence on autos and “shareholder say on pay” for executives.
Shar Pourreza Speaks With Barron's About Data Center Demand
Power & Utilities Equity Research Analyst Shar Pourreza, CFA spoke with Patti Domm at Barron's about the surge in interest by investors in power & utilities companies driven by demand for data centers.
Guggenheim Thanks Attendees Of LA Bus Tour
Guggenheim Securities 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. The firm hosted meetings with executives from notable media companies between May 28-May 30.
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Shar Pourreza Speaks with CNBC About Utilities Stocks
Power & Utilities Equity Research Analyst Shar Pourreza, CFA spoke with Spencer Littleford Kimball at CNBC about the resilient performance of utilities stocks in 2024.
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Guggenheim Thanks Attendees Of Radiopharmaceuticals Day
Guggenheim Securities, LLC would like to thank the participants and attendees of the Guggenheim Healthcare Talks Radiopharmaceuticals Day, hosted by Biotechnology Equity Research Analyst Michael Schmidt. The firm held fireside chats and panels with executives from leading biotech and pharmaceutical companies throughout the day.
LinkedIn: CNBC
Michael Morris Joins CNBC To Discuss Entertainment Earnings Results
Entertainment and Digital Media Equity Research Analyst Michael Morris joins CNBC’s “Squawk on the Street” to recap earnings results and discuss long- and short-term growth prospects for entertainment in the current macroenvironment.
LinkedIn: CNBC
Ron Jewsikow Joins CNBC To Discuss The EV Industry
Automotive Equity Research Analyst Ron Jewsikow joins CNBC's "Money Movers" to explain why an upcoming fleet of new electric vehicle models should be viewed as “an evolution and not a revolution” within the EV industry.
LinkedIn: CNBC
Michael Morris Joins CNBC To Discuss Streaming Industry
Entertainment and Digital Media Equity Research Analyst Michael Morris joins CNBC's "Squawk on the Street" to discuss opportunities for membership growth in the subscription-based streaming industry.
LinkedIn: Yahoo Finance
Ron Jewsikow Joins Yahoo Finance To Discuss International EV Competition
Automotive Equity Research Analyst Ron Jewsikow joins Yahoo Finance to discuss the increased competition among EV manufacturers in China.
LinkedIn: CNBC
Ron Jewsikow Joins CNBC To Discuss EV Demand Forecasts
Automotive Equity Research Analyst Ron Jewsikow joins CNBC's "Money Movers" to discuss how electric vehicle production by Chinese automakers has impacted demand forecasts.
LinkedIn: Yahoo Finance
Gregory Francfort Joins Yahoo Finance to Discuss Consumer Pressures on Restaurant Industry
Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo Finance to discuss how the restaurant industry is adjusting to consumer pressures.
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LinkedIn: WSJ
Michael Morris Discusses Digital Media Streaming Industry
Entertainment and Digital Media Equity Research Analyst Michael Morris joins The Wall Street Journal's "Take on the Week" podcast to discuss the current state of the digital media streaming industry.
LinkedIn: CNBC
Michael Morris Joins CNBC To Discuss The Evolving Media Industry
Entertainment and Digital Media Equity Research Analyst Michael Morris joins CNBC's "Squawk on the Street" to discuss the importance of digital media companies producing strong content in the "evolving" media industry.
LinkedIn: Bloomberg TV
Michael Morris Joins Bloomberg TV To Discuss Pricing Dynamics For Music Streaming Services
Entertainment and Digital Media Equity Research Analyst Michael Morris joins Bloomberg TV to discuss the price making dynamics for music streaming platforms.
LinkedIn: Yahoo Finance
Gregory Francfort Joins Yahoo Finance to Discuss International Pressures on Restaurant Industry
Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo Finance to discuss why he believes geopolitical conflict can potentially pressure U.S. fast food companies in certain regions.
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LinkedIn: WSJ
Michael Morris Discusses TikTok's Music Licensing Outlook With WSJ
Entertainment and Digital Media Equity Research Analyst Michael Morris spoke with The Wall Street Journal about a potential TikTok music licensing agreement, following the removal of music by Taylor Swift, The Weeknd, Bad Bunny, Olivia Rodrigo, Drake, SZA, and Billie Eilish from the social media platform.
LinkedIn: CNBC
Ron Jewsikow Joins CNBC To Discuss Mobility Earnings Results
Automotive Equity Research Analyst Ron Jewsikow joins CNBC's "Money Movers" to provide his thoughts on pricing and consumer demand trends for electric vehicles.
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LinkedIn: WSJ
Shar Pourreza Discusses Utilities Pullback From Offshore Wind With WSJ
Power & Utilities Equity Research Analyst Shar Pourreza, CFA spoke with David Uberti at The Wall Street Journal about the recent hesitation by U.S. utilities to commit to their offshore wind development projects.
LinkedIn: BNN Bloomberg
John DiFucci Joins BNN Bloomberg to Discuss AI-Powered Personal Assistant Applications
Software Equity Research Analyst John DiFucci joins BNN Bloomberg to discuss the potential financial impacts of AI-powered personal assistant applications on technology companies’ performance.
LinkedIn: Barron's
Michael Schmidt's Research Featured In Barron's Article
Biotechnology Equity Research Analyst Michael Schmidt's research was featured in a Barron's article focusing on the recent spate of publicly announced biotech M&A transactions. The article highlighted names of oncology-focused companies that could be potential M&A targets in 2024.
LinkedIn: CNBC
Michael Morris Joins CNBC To Discuss 2024 Ad Revenue Environment
Entertainment and Digital Media Equity Research Analyst Michael Morris joins CNBC's "Money Movers" to discuss the ad revenue environment for 2024 and health of the consumer.
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.
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.
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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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.
LinkedIn: Yahoo Finance
Greg Francfort Joins Yahoo Finance to Discuss 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.
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.
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.
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.
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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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.
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.
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.
Ron Jewsikow Joins CNBC To Discuss Earnings
Automotive Equity Research Analyst Ron Jewsikow joins CNBC to provide his thoughts on a recent earnings report.
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.
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.
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.
Ron Jewsikow Joins Yahoo Finance to Discuss Electric Vehicles Landscape
Automotive Equity Research Analyst Ron Jewsikow joins Yahoo Finance to discuss the electric vehicle charging landscape.
Joe Osha Discusses Energy Storage Market 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.
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.
Linkedin: CNBC
Michael Morris Joins CNBC to Discuss 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.
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.
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.
LinkedIn: Yahoo Finance
Ron Jewsikow Discusses Earnings on Yahoo Finance
Automotive Equity Research Analyst Ron Jewsikow joins Yahoo Finance to discuss recent earnings reports.
LinkedIn: Yahoo Finance
Gregory Francfort Joins Yahoo Finance to Discuss Restaurant Industry Outlook
Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo Finance to discuss his outlook for restaurants.
LinkedIn: Thank You
Guggenheim Thanks Attendees of 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.
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.
LinkedIn: Yahoo Finance
John DiFucci Joins Yahoo Finance to Discuss Earnings Takeaways
Software Equity Research Analyst John DiFucci joins Yahoo Finance to discuss his key takeaways from Salesforce's fourth-quarter earnings call.
LinkedIn: CNBC Squawk on the Street
John DiFucci Joins CNBC 'Squawk on the Street' to Discuss Cloud Stocks
Software Equity Research Analyst John DiFucci joins CNBC’s "Squawk on the Street" to discuss his thoughts and outlook on cloud stocks.
LinkedIn: Yahoo! Finance
Gregory Francfort Joins Yahoo Finance to Discuss Restaurant Subscription Services
Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo! Finance to discuss his views on subscription services in the restaurant sector.
LinkedIn: Yahoo! Finance
Gregory Francfort Joins Yahoo Finance To Discuss Restaurant Industry
Restaurants Equity Research Analyst Gregory Francfort, CFA joins Yahoo! Finance to discuss his views and outlook on the sector.
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.
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.
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.
LinkedIn: CNBC Closing Bell: Overtime
Seamus Fernandez Joins CNBC To Discuss Biopharmaceuticals
Biopharmaceutical Analyst Seamus Fernandez provides insight on CNBC Closing Bell: Overtime into his recent report on MRK.
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.
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.
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.