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Make Smarter, Data-Driven Investment Decisions

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5 Best Free Stock Analysis Tools for Investors

A tremendous amount of free stock research and analysis tools are available online.

Best Free Stock Analysis and Research

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It's best to do your homework before you pull the trigger on a stock option.

The U.S. stock market is off to a great start in 2024. Through Feb. 23, both the S&P 500 and the Nasdaq-100 are up more than 7% year to date (YTD). The Dow Jones Industrial Average is up nicely as well, though not as dramatically. That well-known index has gained just over 3% YTD.

You may be thinking about taking money off the sidelines and investing in this red-hot market. If you have a long-term time horizon, that's probably a good idea. The equities markets go up and down, but historically, good quality stocks tend to appreciate over time.

Before you pull the trigger on that stock you've got your eye on, you need to do a little homework first. It's smart to review past performance, become familiar with company fundamentals , learn about management and get an independent, third-party opinion before you place a buy order.

The problem is, high-quality stock analysis tools and professional research can be very expensive. Where can a retail investor go for high-level stock research and helpful analysis tools without breaking the bank?

Thankfully, there are plenty of investing resources that any investor can access for free. Here are some of the best places to conduct your equity research at no cost to you:

  • Your online broker.
  • TradingView.
  • Morningstar at the public library.
  • S&P Global Market Intelligence.

Your Online Broker

Most brokerage platforms provide their clients with reasonable access to their proprietary equity research as well as valuable analysis tools such as charting and backtesting utilities. Generally, the larger and more established the broker, the better the research. You can expect excellent quality research, tools and advice to be included on platforms like E*Trade, which is owned by Morgan Stanley (ticker: MS ), TD Ameritrade, owned by Charles Schwab Corp. ( SCHW ) and Merrill Edge, owned by Bank of America Corp. ( BAC ), and the online brokerage of Charles Schwab Corp. ( SCHW ), which includes features from the recently acquired TD Ameritrade. Popular online and app-based brokers like Interactive Brokers Group Inc. ( IBKR ) and Robinhood Markets Inc. ( HOOD ) get high marks in this department as well.

Broker-provided research reports are usually only one or two pages long and are well worth reading. You'll also find easy-to-access tools like stock screeners and news feeds as well.

Just log on to your account and look for a tab or button that says "research." Most systems are designed to be highly intuitive and user-friendly. If you run into difficulty accessing their tools or research, just contact customer service via chat, email or phone.

Did you know that a public company's financial filings and virtually all other government-mandated reports are public information and can be accessed by anyone, at any time free of charge? It's true. And it makes the Securities and Exchange Commission (SEC) an excellent free resources for stock research.

The SEC doesn't publish research reports or give opinions on stocks, but through its Electronic Data Gathering, Analysis and Retrieval System, called EDGAR for short, it does catalog and provide free access to every document a public company files with that regulatory agency.

Want to know a stock's revenue, profit, expenses or cash flow for the latest quarter or for the last few decades? Are you curious about the CEO's compensation? It's all on EDGAR for you to download and view, and it's very easy to find. Just navigate over to the SEC's website and click on the "filings" tab. From there, page down to the EDGAR - Search and Access . There you can navigate to a search that works for you, and an incredible wealth of information is available with a few clicks of your mouse.

TradingView

There is a category of investment analysis websites broadly called charting platforms. That name, however, is insufficient in light of all they offer and all the free investing tools they provide. With more than 50 million users, TradingView is among the most popular charting and investing platforms on the internet.

TradingView is a comprehensive combination of charting, analysis and research tools. All members have access to breaking news, historical investment data and the site's social network. It offers premium subscriptions for a reasonable fee, but investors can conduct a surprising amount of in-depth research with basic access which is available for free.

You can view customizable charts with multiple layers of pricing, volume and trend data , you can screen stocks by market capitalization, stock market sector and other criteria, and you can develop your own strategies and ideas and test them in various hypothetical situations. Beyond the research capabilities, TradingView offers an opportunity to communicate and learn from other investors on the platform.

It will ask you to open an account by registering with an email and password, but access isn't temporary or on a trial basis. You can use the many free tools for as long as you want and upgrade to premium only when you're ready.

Morningstar at the Public Library

A standard library card can be your key to an incredible amount of free market research. Many public libraries around the country maintain a premium subscription to Morningstar as well as other professional investment research outlets. Like almost all public library resources, Morningstar equity research is free to registered members.

Check with your local or state library system to see if it has Morningstar. While you're at it, look for other subscription-based research companies like CFRA or Zacks. Chances are they will have one or more. Once you've confirmed it has what you're looking for, dust off your old library card – or apply for a new one for free – and start browsing the catalog of investment resources.

In most cases, you won't even have to visit a physical library branch. Modern libraries offer members access to Morningstar online at no additional cost. You can download detailed financial and analyst reports, use the available portfolio and stock screening tools, and benefit from the educational resources Morningstar produces, all for free.

S&P Global Market Intelligence

S&P Global is one of the most respected research firms in the world. Institutional investors pay tens of thousands of dollars a year for premium access to its S&P Capital IQ research and trading platform. Those exorbitant price levels are out of reach for most retail investors but, thankfully, S&P offers many market insights and research online for free.

The Research & Insights page of S&P's website is loaded with articles, posts, notes and news that can be an invaluable resource to the small investor. Some information requires you have an account, but you can create one for free to access those reports. The site is updated several times a week so the data and information is always current.

You'll find sophisticated but accessible market intelligence on sectors from tech to health care and everything in between. The page has a search bar in the upper right corner so you can quickly find exactly what you're looking for.

Click on the "subscribe now" button and you'll be directed to the S&P newsletter subscription hub. There you can sign up for any of dozens of professional quality investment industry newsletters on a wide variety of subjects. Free research will be delivered to your email inbox on a monthly basis at no cost and with no obligation.

Best Long-Term Stocks to Buy Now

Glenn Fydenkevez Feb. 12, 2024

Business goals Concept,insurance,Investment,Coin and hourglass

Tags: investing , stock market , money , financial literacy , Morgan Stanley , TD Ameritrade , Charles Schwab , Bank of America , Interactive Brokers Group , Robinhood

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Morningstar Investment Research

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Stock Research: How to Do Your Due Diligence in 4 Steps

Dayana Yochim

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments.

Stock research involves investigating a company's financials, leadership team and competition to figure out if you want to invest.

When doing stock research, it's helpful to know terms such as revenue, earnings per share and price-earnings ratio.

A good stock research site can help you find lots of information quickly and may even offer stock analysis.

Stock research is a lot like shopping for a car. You can base a decision solely on technical specs, but it’s also important to consider how the ride feels on the road, the manufacturer’s reputation and whether the color of the interior will camouflage dog hair.

What is stock research?

Stock research is a method of analyzing stocks based on factors such as the company’s financials, leadership team and competition. Stock research helps investors evaluate a stock and decide whether it deserves a spot in their portfolio.

» Looking for a lesson in how to buy stocks instead? We have a full guide to that here .

4 steps to research stocks

One note before we dive in: Stocks are considered long-term investments because they carry quite a bit of risk; you need time to weather any ups and downs and benefit from long-term gains. That means investing in stocks is best for money you won't need in at least the next five years. (Elsewhere we outline better options for short-term savings .)

1. Gather your stock research materials

Start by reviewing the company's financials. This is called quantitative research, and it begins with pulling together a few documents that companies are required to file with the U.S. Securities and Exchange Commission (SEC):

Form 10-K: An annual report that includes key financial statements that have been independently audited. Here you can review a company’s balance sheet, its sources of income and how it handles its cash, and its revenues and expenses.

Form 10-Q: A quarterly update on operations and financial results.

Best stock research websites

The SEC’s Electronic Data Gathering, Analysis and Retrieval (EDGAR) website provides a searchable database of the forms named above. It’s a valuable resource for learning how to research stocks.

Short on time? You’ll find highlights from the above filings and important financial ratios on your brokerage firm ’s website or on major financial news websites. (If you don't have a brokerage account, here's how to open one .) This information will help you compare a company’s performance against other candidates for your investment dollars.

» View our picks: The best online brokers for stock trading

2. Narrow your focus

These financial reports contain a ton of numbers and it's easy to get bogged down. Zero in on the following line items to become familiar with the measurable inner workings of a company:

Revenue: This is the amount of money a company brought in during the specified period. It’s the first thing you’ll see on the income statement, which is why it’s often referred to as the “top line.” Sometimes revenue is broken down into “operating revenue” and “nonoperating revenue.” Operating revenue is most telling because it’s generated from the company’s core business. Nonoperating revenue often comes from one-time business activities, such as selling an asset.

Net income: This “bottom line” figure — so called because it’s listed at the end of the income statement — is the total amount of money a company has made after operating expenses, taxes and depreciation are subtracted from revenue. Revenue is the equivalent of your gross salary, and net income is comparable to what’s left over after you’ve paid taxes and living expenses.

Earnings and earnings per share (EPS). When you divide earnings by the number of shares available to trade, you get earnings per share. This number shows a company’s profitability on a per-share basis, which makes it easier to compare with other companies. When you see earnings per share followed by “(ttm)” that refers to the “trailing twelve months.”

Earnings is far from a perfect financial measurement because it doesn’t tell you how — or how efficiently — the company uses its capital. Some companies take those earnings and reinvest them in the business. Others pay them out to shareholders in the form of dividends.

Price-earnings ratio (P/E): Dividing a company’s current stock price by its earnings per share — usually over the last 12 months — gives you a company’s trailing P/E ratio . Dividing the stock price by forecasted earnings from Wall Street analysts gives you the forward P/E. This measure of a stock’s value tells you how much investors are willing to pay to receive $1 of the company’s current earnings.

Keep in mind that the P/E ratio is derived from the potentially flawed earnings per share calculation, and analyst estimates are notoriously focused on the short term. Therefore it’s not a reliable stand-alone metric.

Return on equity (ROE) and return on assets (ROA): Return on equity reveals, in percentage terms, how much profit a company generates with each dollar shareholders have invested. The equity is shareholder equity. Return on assets shows what percentage of its profits the company generates with each dollar of its assets. Each is derived from dividing a company’s annual net income by one of those measures. These percentages also tell you something about how efficient the company is at generating profits.

Here again, beware of the gotchas. A company can artificially boost return on equity by buying back shares to reduce the shareholder equity denominator. Similarly, taking on more debt — say, loans to increase inventory or finance property — increases the amount in assets used to calculate return on assets.

» Want to make sense of stock charts? Learn how to read stock charts and interpret data

3. Turn to qualitative stock research

If quantitative stock research reveals the black-and-white financials of a company’s story, qualitative stock research provides the technicolor details that give you a truer picture of its operations and prospects.

Warren Buffett famously said: “Buy into a company because you want to own it, not because you want the stock to go up.” That’s because when you buy stocks, you purchase a personal stake in a business.

Here are some questions to help you screen your potential business partners:

How does the company make money? Sometimes it’s obvious, such as a clothing retailer whose main business is selling clothes. Sometimes it’s not, such as a fast-food company that derives most of its revenue from selling franchises or an electronics firm that relies on providing consumer financing for growth. A good rule of thumb that’s served Buffett well: Invest in common-sense companies that you truly understand.

Does this company have a competitive advantage? Look for something about the business that makes it difficult to imitate, equal or eclipse. This could be its brand, business model, ability to innovate, research capabilities, patent ownership, operational excellence or superior distribution capabilities, to name a few. The harder it is for competitors to breach the company’s moat, the stronger the competitive advantage.

How good is the management team? A company is only as good as its leaders’ ability to plot a course and steer the enterprise. You can find out a lot about management by reading their words in the transcripts of company conference calls and annual reports. Also research the company’s board of directors, the people representing shareholders in the boardroom. Be wary of boards comprised mainly of company insiders. You want to see a healthy number of independent thinkers who can objectively assess management’s actions.

What could go wrong ? We’re not talking about developments that might affect the company’s stock price in the short-term, but fundamental changes that affect a business’s ability to grow over many years. Identify potential red flags using “what if” scenarios: An important patent expires; the CEO’s successor starts taking the business in a different direction; a viable competitor emerges; new technology usurps the company’s product or service.

Video preview image

4. Put your stock research into context

As you can see, there are endless metrics and ratios investors can use to assess a company’s general financial health and calculate the intrinsic value of its stock. But looking solely at a company's revenue or income from a single year or the management team's most recent decisions paints an incomplete picture.

Before you buy any stock, you want to build a well-informed narrative about the company and what factors make it worthy of a long-term partnership. And to do that, context is key.

For long-term context, pull back the lens of your research to look at historical data. This will give you insight into the company's resilience during tough times, reactions to challenges, and ability to improve its performance and deliver shareholder value over time.

Then look at how the company fits into the big picture by comparing the numbers and key ratios above to industry averages and other companies in the same or similar business. Many brokers offer research tools on their websites. The easiest way to make these comparisons is by using your broker's educational tools, such as a stock screener. (Learn how to use a stock screener .) There are also several free stock screeners available online.

The bottom line on how to research stocks

Stock research is just a matter of gathering the right materials from the right websites, looking at some key numbers (quantitative stock research), asking some important questions (qualitative stock research) and looking at how a company compares to its industry peers — as well as how it compares to itself in years past.

Following these four steps can help you gain a deeper understanding of how to research stocks.

Colloquially, yes — "due diligence" or "DD" is a synonym for stock research.

Some professional investors, such as financial advisors, have a duty to act in their clients' best interest and are legally required take care, or exercise "due diligence," to not harm them financially — for example, by thoroughly researching an investment before buying it on behalf of a client.

Paid subscriptions and tools may streamline the research process, and may have more obscure types of stock data that aren't easy to find for free. But all of the types of data we've discussed in this article, such as SEC filings and valuation metrics, are available for free on websites such as EDGAR and Yahoo Finance .

Some professional investors, such as

financial advisors,

have a duty to act in their clients' best interest and are legally required take care, or exercise "due diligence," to not harm them financially — for example, by thoroughly researching an investment before buying it on behalf of a client.

Paid subscriptions and tools may streamline the research process, and may have more obscure types of stock data that aren't easy to find for free. But all of the types of data we've discussed in this article, such as SEC filings and valuation metrics, are available for free on websites such as

Yahoo Finance

More reading for active investors

Stock Market Outlook

Short Selling: 5 Steps to Shorting a Stock

» Who offers the best research? View our list of the best online brokers for beginners .

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10 best stock research websites & tools – rating the best stock market websites in 2024.

What are the best stock research websites and stock market analysis tools for investors in 2022? Read on to find out!

stock market research

Financial writer

stock valuation methods

The internet is full of websites and stock research tools that analyze equity markets and help investors choose the best stocks out there.

Investors need to understand the product that is most suited to their investing style, risk tolerance and budget. Some investors are pure numbers-players, others connect dots around the world to come to a decision, while many are on the lookout for the next big idea.

Individual stock picking requires considerable analysis. Early investors who are starting out their journey are better off considering passive investments and low-cost index funds, rather than researching and buying stocks on their own.

We have put together a list of some of the best stock research sites where you can get news and data on companies, the economy and the market.

1. WallStreetZen (Best Stock Research Website In 2024)

WallStreetZen - best stock research website & stock analysis tool

WallStreetZen was created when its founders were frustrated with existing stock research websites, so they set out on a mission of creating a better stock analysis experience for investors who are serious about deeply understanding the stocks they invest in, but aren’t financial professionals themselves.

The idea behind this stock research website is simple – most stock research sites are created by finance professionals, for finance professionals. As a result, they tend to be cluttered with dense tables filled with financial ratios and numbers, but they don’t give you the context you need to easily understand the data.

WallStreetZen takes a different approach – they don’t just show you financial data, they also help you interpret the data and understand the context.

How, you might ask? Their Zen Score and automated due diligence checks run key financial checks that experienced investors would run (usually using spreadsheets), and they present the results in easy to understand, one line explanations.

See the Zen Score in action for yourself by looking up a stock here

And instead of packing every page to the point of data overload, they’ve carefully selected important metrics that every investor should pay attention to and they help you visualize the historical and industry context behind the numbers.

For example, here is how Yahoo Finance shows you the P/E ratio for AMZN:

stock market research

Source: Yahoo Finance

Here is how WallStreetZen shows you the P/E ratio for AMZN :

wallstreetzen stock research pe ratio

Source: WallStreetZen

Here is how Yahoo Finance shows you Return on Equity for AMZN:

yahoo finance stock research return on equity

Here is how WallStreetZen shows you Return on Equity for AMZN :

stock market research

Lastly, it’s obvious that WallStreetZen cares deeply about creating a great user experience.

Much like the Robinhood app provided a cleaner, sleeker user experience for investors who weren’t satisfied with the clunky interfaces of traditional brokerages, WallStreetZen does the same for stock research and analysis websites.

Unlike most stock research websites that are cluttered and packed with too much data in every pixel, WallStreetZen’s design is minimalist and clean while still focusing your attention on the information you need to make good investing decisions.

stock market research

WallStreetZen is currently in beta mode, but its unique features and focus on user experience already make it one of the most indispensable stock research sites for investors who want the best stock analysis software with more insights, and less noise.

You’ll definitely want to experience it for yourself, just click here to give it a try (it’s free).

Just a little disclaimer: WallStreetZen was started by one of the founders of InvestmentZen, so while we can’t claim to be unbiased, you can check out the product and decide for yourself . 

2. Motley Fool Stock Advisor

The Motley Fool is one of the most well known and best stock research sites in the world.

It is one of the most popular stock advisor platforms out there when it comes to investment news and advice. Founded in 1993 by brothers David and Tom Gardner, The Motley Fool offers a combination of free news and paid financial advice and research. 

stock market research

Motley Fool launched its Stock Advisor product in 2002. The product is priced at $99 for an annual subscription or $19 for a monthly subscription.

What this product does is simple: Both brothers recommend stocks (after extensive research) that aim to beat the market. Since inception, Stock Advisor picks have delivered 333% returns compared to 77% by the S&P 500.

The dynamic duo at the Motley Fool give out two monthly recommendations of stocks that they believe will beat the broader markets in the long-term.

Similar to most investors, David and Tom are not concerned about short-term volatility and expect the company’s strong fundamentals to outperform the S&P 500 over a period of time.

While it is not possible to buy every single recommendation, you need to buy a good number of recommended stocks to be successful and outpace overall market returns.

Apart from the Stock Advisor ( read our full Stock Advisor review here ) report, investors also get:

  • Starter Stocks : This a curated list of 10 of the best stocks every month by Motley Fool experts for the investor who is just starting out in the market. These are rock-solid stocks that can build the foundations of a great portfolio (What’s a portfolio? Learn more and see an example of a stock portfolio .).
  • Best Buys Now : David and Tom Gardner regularly give you a list of the best opportunities in the market at that moment.
  • S.A. Knowledge Base : Provides 24/7 access to the full Stock Advisor library of proprietary reports and research compiled over eighteen years – ideal for all levels of investors with a desire to learn.
  • Market News Coverage : This is a pitstop where you can any investment worthy news from across the world.
  • The Motley Fool Community : Here every month investors can connect with fellow members and the actual analysts behind the Stock Advisor team. It promotes the exchange of investment ideas and a robust platform where investors can learn from each other. 

stock market research

Stock Advisor’s biggest successes since launch include Booking.com that is up 5,561%, Marvel (later acquired by Disney ) which is up 5,464%, Amazon.com that is up 15,107% and Netflix stock that is up 18,497%.

Stock Advisor members who invested $1,000 in each of those stocks on the day Stock Advisor came out with their recommendations are sitting on over $450,285 today . You can try Motley Fool Advisor with a 30 day membership fee refund guarantee by signing up here .

You can also check out this Motley Fool Stock Advisor review if you want to learn more.

3. Tokenist’s Newsletter: Five Minute Finance

The Tokenist is a financial media publication which produces world-class educational content on all aspects of investing and personal finance.

Led by Timothy Fries, partner at Protective Technologies Capital, The Tokenist received a 100/100 rating from NewsGuard , an independent agency which evaluates media publications for journalistic integrity.

The Tokenist has a few different content offerings—and all of them are quite impressive.

First, the publication has a news desk, which specifically focuses on the integration of finance and technology, maintaining a macro-economic outlook. Coverage can include in-depth analysis on anything from digital assets, to meme stocks and Robinhood’s payment for order flow (PFOF), to the ways in which U.S. monetary policy is anticipated to impact certain asset classes.

The Tokenist’s editorial vision largely focuses on the ways in which emerging technology is becoming increasingly integrated into capital markets—which makes it quite unique.

The publication also routinely publishes extensive guides written by financial experts which aim to help readers optimize the wealth creation process. The Tokenist’s well-rounded, insightful library of guides will help individuals learn about all aspects from investing, to include choosing the right broker, trading stocks, options, forex, and more—for beginners and veteran traders alike. If this piques your interest, check out the best options trading platform .

The Tokenist also offers a free newsletter, called Five Minute Finance (5MF). Published each Friday, the newsletter captures five of the week’s biggest events in the realm of finance and technology—and provides additional context to illustrate ongoing trends.

And honestly, it’s clear to see that Five Minute Finance produces signal, among an overly crowded sea of noise. Five Minute Finance is largely why The Tokenist takes the number three spot in our list of the best stock research websites.

Here’s an inside view of a previous edition of 5MF:

stock market research

5MF boasts over 111k subscribers – so while it does not provide actionable investing advice, it helps investors maintain a pulse on the market environment—explaining where things are now, and where they’re going.

There’s a lot of noise out there – but 5MF aims to deliver valuable insights by illustrating trends, keeping investors in the know about the most important events to impact financial markets.

In summary:

  • Published once per week, each Friday
  • Maintains a big picture view of financial markets, identifying larger trends to keep investors in the know
  • Focuses on the integration of finance and technology, covering FinTech and digital assets

If you don’t want to miss out on the next big thing to hit the world of finance, be sure to sign up for Five Minute Finance —it’s free.

4. Morningstar

Morningstar is one of the world’s most widely respected equity research firms.

This is not a website for investors who trade using charts, this is for the value or fundamental investor.

There is no charting and technical analysis on this site and there is no talk of buy and sell indicators here, making it one of the best stock websites for long-term investors. 

stock market research

You come to Morningstar to understand and start allocating your budget into assets and investments that suit your investing style. The Morningstar premium membership costs $199 annually and is well worth it.

It changes the way you look at investments because you start relying on hard data and sound analysis. You will find yourself making better decisions as you continue to use this tool. Numbers start to make sense and you feel like you are in constant touch with a financial advisor from the comfort of your home (and sans the expensive fees).

While Morningstar (see our Morningstar Premium review ) rates and analyses securities like stocks and bonds, its primary focus is mutual funds. This membership is perfect for investors who want to buy and hold for a long time.

Investors of every kind can tailor Morningstar research and tools according to their specifications. Premium members can:

  • Find new investment ideas using the most popular screeners for research.
  • Evaluate investment ideas by unveiling buying opportunities across sectors thanks to the unlocked data and ratings.
  • Monitor their investments using Portfolio X-Ray that shows how your asset allocation is holding up, enabling premium members to rebalance their portfolios.

Morningstar has pre-sorted their current top mutual fund, stock, and ETF picks using proprietary data points and featured them by type and investing goal making it easy for premium members to pick the best.

Morningstar premium has planning tools for tax planning, personal finance, and retirement and education investing.

The Instant X-Ray tool, in particular, is one of the best out there, and it ensures that you are not over-invested in a particular country, sector or stock. The tool takes a mutual fund’s quarterly SEC reporting of its individual stock allocation and helps determine your investment spread.

Basically, this tool does take a look at your asset allocation and then helps you determine if you are overinvested in a particular company. The report divides your portfolio into Cyclical, Sensitive and Defensive. For example, housing is a cyclical sector while electricity is defensive. Tech stocks and oil stocks could be sensitive.

If you are not sure about going in for the premium membership, there is an option of a 14-day trial period, making it one of the most flexible and best stock analysis websites for investors.

Morningstar analyst reports provide in-depth, continuous analyses from over 150+ independent analysts. This enables investors make decisions with confidence knowing the data and research that has gone into every single one of the ratings.

A lot of free investing apps use Morningstar ratings to make it easier for investors to choose the right investment. That should give you an idea of how highly Morningstar is rated. Of course, you only get access to the detailed analysis and reports on the premium membership.   

Here’s a helpful comparison of Morningstar vs Motley Fool (our 2nd pick), if you want to learn more.

5. Seeking Alpha

Seeking Alpha is a website for advanced investors .  This is a rather different kind of website in the sense that it is crowdsourced, giving it exceptional coverage of smaller cap stocks that receive little or no attention from Wall Street analysts.

The site offers a lot of articles and blogs for stocks and financial markets. The writers include amateur as well as professional investors, a lot of whom have backgrounds in buy and sell-side research. 

stock market research

If you are someone who understands advanced jargon and day-to-day terminology used in Wall Street, you’ll love following other finance professionals on Seeking Alpha. It is one of the best stock websites for people who want to access top-quality research for public equities. 

As you get used to the style at Seeking Alpha, it could very easily turn into a one-stop-shop for you for all things related to investing in stocks, market analysis and insights.

Most articles on Seeking Alpha are free for a limited period of time for registered users. Sometimes articles as young as 10 days go behind a paywall. Seeking Alpha Premium is the basic premium product from the company that charges subscribers $29.99 monthly or $19.99 (if paid annually).

Apart from basic news and articles, Premium offers unlimited access to Seeking Alpha archives. That’s over 1 million articles. You get to view author performance and ratings, along with quant ratings, dividend forecasts and scores. Check out this review of Seeking Alpha Premium for more details.

stock market research

(What’s due diligence? Read: What Does DD Mean in Stocks? )

The Pro service provides charts, research, analysis, newsletters, emails and personalized service to all content on Seeking Alpha. For example: Members can create specific tickers tailored to the securities they want to analyze and invest in.

Seeking Alpha has priced at its Pro subscription at $299.99 a month or $2,399 (which is about $199.99 a month) for the entire year. Pro subscribers get the following benefits:

  •         Unlimited Analysis : Access to all the research and analysis on the website.
  •         Top Ideas : Pro members get exclusive access to timely and well thought out expert long and short ideas. These actionable strategies help investors analyze new opportunities early on.
  •         Weekly Digest : The best stock calls, ideas, exclusive interviews and newsletters are emailed to members.
  •         VIP Customer Service : Personalized priority support through Seeking Alpha’s phone and email service.
  •         Powerful Screeners : Smart screening and filtering tools that enable members to surf Pro author content and search for investment ideas on different parameters. You can save time with more focused research and create investment opportunities for yourself according to your investing style and financial goals.

 6. AAII (American Association of Individual Investors)

You can add AAII to the list of best stock research websites. This is the only non-profit website that is on this list. Launched in 1978 by Dr. James B Cloonan the American Association of Individual Investors (AAII) has a simple mission. It wants to make individuals responsible for their own investment journeys by educating them, informing them and providing research to them, particularly in the mutual fund space.  

stock market research

And it wants them to beat the average S&P 500 returns while taking on lower-than-average levels on risk. The premise is simple. An unbiased platform can provide the best investment advice.

Sounds far-fetched? Well, it isn’t. AAII runs on a freemium model like most sites.

While some information is available to everyone, only paying members get access to a monthly journal, mutual fund analysis, stock screeners and model portfolios. The Better Business Bureau gives AAII a rating of A+.

The membership fees at the AAII are a paltry $29 per year. You can also opt for a 30-day trial at just $1.

The most popular paid resources that the AAII provides are:

  •         The AAII Journal : This journal is published, ad-free, every month.
  •         Asset Allocation Models : Here members can view the performance of popular investment benchmarks.
  •         Stock Ideas : Members get to explore a wide range of strategies and investment ideas best suited to their investing style.
  •       AAII Model Shadow Stock Portfolios : This is our favorite product from the AAII stable. It provides investors guidance for investing in the micro-cap sector. The focus of this model portfolio is on reducing risk and portfolio formation.

It shows when you take multiple risky stocks into your portfolio but if your portfolio is well-diversified, the risk of individual stocks is reduced by 70%.

The model encourages you to invest in at least 10 stocks to maintain a diversified portfolio. AAII manages this portfolio by simply reviewing earnings on a quarterly basis.

You can utilize the resources on AAII’s Stock Ideas to get a list of potential Shadow Stocks. This list is updated daily. The Ideas list shows all companies that meet the criteria for the Shadow Stock screen. However, this doesn’t mean that stocks that appear on the list will be added to the model portfolio.

The Model Stock Portfolio is a great tool that shows the investor how to develop a value-oriented approach towards investing. Considering that you will be investing in companies with great volatility, you will need to be extra careful here.

7. Zacks Investment Research

Zacks Investment Research is a well-known research website and stock picking service that often comes out with contrarian views. The website has a large archive of free content – the same as most websites — to hook readers and potential investors on to their research and information. Zacks goes beyond the usual articles with video commentary and podcasts in multiple topics, making it a comprehensive stock research website. 

stock market research

Over 500,000 ‘Zacks Profit from the Pros’ members receive a free newsletter every morning ( ranked among WallStreetZen’s 3 best investment newsletters ) where they are briefed on key market developments. Along with this, they also get the Bull Stock of the Day from the Zacks Rank system. Zacks claims that this delivers more than doubles the market with an average gain of +24.13% per year.

One of the best things about Zacks is that they have their own mutual fund ranking system that helps its members evaluate the funds that will give them the most profit. That is all that Zacks focuses on- the bottom-line. In April 2020, approximately 19,000 mutual funds have been tracked and evaluated by Zacks.

Zacks’ rating system for mutual funds is simple. A 1 implies a great mutual fund while a ranking of 5 indicates a horrible one. Zacks’ research relies on quantitative data more than fundamental analysis which is not necessarily a bad thing depending on your investing style.

stock market research

Investors who want more than the free stuff can opt for Zacks Premium which gives them the following:

  •   Zacks #1 Rank List : This is a collection of the top stocks that have more than doubled returns compared to the S&P 500 since 1998.
  • Industry Rank List : This is an extension of the #1 Rank List. Here, Zacks ranks industries by evaluating them on the Zacks Rank. The Zacks Industry Rank is calculated by considering the average Zacks Rank for all relevant stocks in a particular industry. The algorithm then assigns an ordinal rank to it.

Here, an industry with a lower average Zacks rank is better than an industry with a higher average Zacks Rank.

  • Premium Screens : Zacks Premium Screens lets you evaluate and choose from over 45 predefined screens according to your investing style. You can choose to browse through Zacks’ bear market strategies. Considering the next couple of quarters don’t look great, this is a solid feature to exploit.
  • Focus List : This is a collection of 50 top long-term performing stocks based on earnings momentum.
  • ESP List : The Earnings Expected Surprise Prediction or ESP is a great way to make some quick profits as you can use this filter to predict what stocks will have a great earnings season and pick them up before announcements.
  • Equity Research Reports : This is simple enough. Members get access to equity research reports for more than 1,000 stocks.

There’s a lot of data on Zacks. It can get overwhelming at times, especially when it comes to options contracts. If you’re interested in using Zacks Options Trader, head over to what is vega in options to start learning. 

Zacks Premium costs members $299 per year but you can also avail of a 30-day free trial period.

8. Yahoo! Finance

Yahoo! Finance is the most popular finance website in the US with 70 unique million users visiting it every month.

It is considered to be among the best stock market websites out there.

The amount of information available on this site is simply unmatched . A lot of websites on this list including Motley Fool, Seeking Alpha and Zacks ( read our review of Motley Fool vs Seeking Alpha vs Morningstar vs Zacks here ) derive a large amount of their traffic through Yahoo Finance. Its portfolio of stock research tools make it an ideal pick for the experienced investor. 

stock market research

Yahoo! Finance is popular as a starting point beginners who are interested in investing.

The site has a basic set of tools that it provides investors to get started on their journey.

  • Stock Screeners : Yahoo Finance has predefined, ready-to-use stock screeners that you can use to search stocks by industry, index membership and more.

Yahoo Finance has one of the best free stock screeners on the market.

Examples of screeners include Fair Value Screener (Undervalued stocks with a strong & consistent history of earnings and revenue growth), Undervalued Growth Stocks (Stocks with earnings growth rates better than 25% and relatively low PE and PEG ratios), Growth Technology Stocks (Technology stocks with revenue and earnings growth in excess of 25%), Undervalued Large Caps, Aggressive Small Caps and a lot more.

You will need a Yahoo account to get started on Stock Screeners.

  • My Portfolio : This is our favorite Yahoo Finance tool. In case you haven’t spotted a trend, we like portfolio tools. They are a one-stop-shop to track our investments, and they show us all the data we need.

This Yahoo Finance tool lets you track portfolios (stocks, mutual funds, ETFs), you can customize the screen view, decide the parameters you want to input like valuation metrics and price movements.

You can manage your holdings efficiently and create custom views using over 60 data points. You can also key in the purchase prices of the shares you have invested in and calculate profits or losses. All the data is available in real-time. A Yahoo account is required to start building your portfolio.

  •   Markets : The market data section on Yahoo Finance is another great place to start for the young investor. You just have to click on the Markets link on the home page and you can choose the category you want to take a look at. Everything from mutual funds, to cryptocurrencies to futures to US bonds and Treasuries is available in this section.

Yahoo launched its premium service in August 2019. Subscription costs $34.99 per month or $349.99 annually. The service is integrated into Yahoo Finance’s existing desktop and app products. Key features of the product include:

  • Premium Data and Charting : This is great for ‘charters’ and day traders who can identify, evaluate and trade on new opportunities based on automated pattern recognition for technical analysis . If day trading is your thing, here’s the best trading platform for day trading .
  •   Advanced Portfolio Analytics : The tool measure portfolio performance and you can analyze and manage risk and volatility.
  • Research Reports and Investment Ideas : One of the largest repositories of third-party research reports created by analysts across the world. You can also get reports through an algorithm best suited to you. Stay updated on companies that you follow regularly and action ideas according to the current environment.
  •   Company Profiles : Go beyond fundamentals as you get better insights into the hiring, innovation and patent updates for various companies.

9. Google Finance

Google is trying to compete with other financial websites in the best way it knows. By going completely free.

Google Finance is a tool that budding investors should use as they try to get their feet wet in the financial markets today. 

stock market research

It’s a solid site to go and analyze a large amount of financial data , including stock quotes and financial news before you decide where you want to invest your money. It’s very similar to Yahoo! Finance in the sense that it is a repository of real-time data and offers a lot of similar services.

You have a world markets section where you can see how stock indices around the world are performing.  The currency section does the same when it comes to world currencies. You can also view bond yields.

The website used to have a stock portfolio tool and a stock screener that was pretty good but it has since been discontinued. However, there is a Watchlist section on the page where you can add securities that you want to track and it does a pretty good job of it. If you’re looking to dive into more complex data, take a look at the features in our Benzinga Pro review . 

This is a simpler website to use than the others. One thing that works in its favor is that we use so much of Google in our daily lives that navigating on this site is very intuitive. That said, think of Google Finance as your foundation building site before you move on to the big boys.

10. Barron’s

When it comes to compiling a list of best stock research websites, it is difficult to drop Barron’s from the list.

Barron’s is well known for its magazines that help people out with their investments. Investors are expected to already have an idea about financial basics and terminology. Barron’s comes out with a cover story every week that analyzes an industry or a business in great detail. 

stock market research

The magazine itself is full of investment ideas where the authors go very deep into researching the articles and businesses they write on. The five picks they give out every week are based on business or fundamental analyses and not technicals. These are stocks you want to hold on for a long period.

Barron’s is one of the top online media platforms in the United States. Magazine readers get well researched weekly articles that equip them with investing ideas, recent market trends and trading concepts.

The Data section of Barron’s is split up into Stocks, Bonds, Currencies, Funds and ETFs, and Commodities. Barron’s target audience is made up of experienced financial professionals, money managers, hardcore individual investors and senior management.

It has a Market Week section that focuses on trading strategies ranging from options trades to ETF trades. If you’re looking into complex derivatives like options, do some research on the safest options strategies first. 

The pricing is expensive at $179 for the whole year or $99 for 30 weeks.

But Barron’s is running an offer right now where you can get 12 weeks for $12. It’s not a bad investment to check it out for a quarter and decide if this one is for you.

Honourable Mention

Here’s an honourable mention to StocksTelegraph.com which didn’t make the list but is another helpful stock research website.

For even more ideas, take a look at the top Bloomberg Terminal alternatives .

The Best Stock Research Websites – What’s The Bottom Line?

The above list is just a selection of the best stock market websites and the most popular investing resources out there for the avid investor. However if you have a specific style of investing, you may want to look at different sites (here is a list of fundamental analysis tools )

The best stock sites look to engage self-directed investors who aim to create and manage their own portfolio. The internet is full of websites and stock research tools that analyze equity markets and help investors choose the best stocks to buy now .

These platforms are vast oceans of knowledge and we know that knowledge is power. However, if you don’t have the time or expertise to pick individual stocks, you can opt to leverage passive investing instead.

Headline image used under creative commons attribution license  InvestmentZen Images

Aditya Ragunath

Aditya Raghunath is a financial writer who writes about business, public equities and personal finance. His work has been published on several digital platforms in the U.S. and Canada, including The Motley Fool and Market Realist. With a post-graduate degree in finance, Aditya has close to 8 years of work experience in financial services. If you are considering investing in the stock market, he recommends reading The Intelligent Investor by Benjamin Graham before taking the plunge.

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From a 65% stock market crash to an imminent recession, here's a roundup of recent high-profile bear forecasts

  • Despite a stock market that's less than 1% away from record highs, bearish forecasts are out in full force.
  • Top economists and portfolio managers are warnings of everything from an imminent recession to the potential for a 65% stock-market crash.
  • Outlined below are assorted high-profile bear forecasts from across Wall Street.

Insider Today

Even with the stock market less than 1% away from a record high, top forecasters who have consistently leaned bearish can't shake the idea that a painful decline is imminent. 

Some warn of an imminent recession following a weaker-than-expected April jobs report that coincided with a jump in weekly jobless claims, while others suggest a stock market crash similar to 1929 is about to happen.

While these forecasts have fallen flat on their face so far, they're still worth monitoring as a way for investors to poke potential holes in the consistently bullish narrative that the economy, corporate profits, and stock market are doing just fine.

Here's a roundup of the most recent bearish forecasts coming from Wall Street.

Gary Shilling: Recession by year-end means 30% stock market plunge

Wall Street veteran Gary Shilling told Business Insider this week that he expects a recession to materialize in the US economy by the end of the year as the labor market shows signs of weakening. And a weakening in the labor market will crush investor confidence and send the stock market falling by as much as 30%.

"You look at all the kind of speculation that we've had out there, it's indicative of a lot of overconfidence, and that usually gets corrected and corrected violently," Shilling told BI's Jennifer Sor. "I think that the safe bet is for a recession starting later this year if we're not already in it."

Shilling is known for correctly identifying the US housing bubble in the mid-2000's, though most of his consistently bearish views over the past decade have yet to pan out. 

John Hussman: A 65% stock-market crash wouldn't be surprising

John Hussman, president of the Hussman Investment Trust, issued a bearish warning on stocks this past week, arguing that the S&P 500 is trading at similar extremes seen in the run-up to the 1929 Great Depression as the fear-of-missing-out takes over investors.

"Statistically, the current set of market conditions looks more 'like' a major bull market peak than any other point in the past century, with the possible exception of the 1929 peak," Hussman said, adding that the combination of "extreme valuations, unfavorable market internals, and dozens of other factors" give him comfort in having a bearish outlook on the stock market.

Hussman said he wouldn't be surprised if the S&P 500 crashed 65%, which would erase a decade of stock market gains and put the index at about 1,800, or where it traded at back in February 2014. 

Hussman is famous for successfully warnings about the 2000 dot-com bubble and the 2008 housing market crash, though his consistently bearish predictions since then have yet to fully materialize.

BCA Research: A recession in early 2025 will cause 30% stock market decline

BCA strategist Roukaya Ibrahim warned that a 30% correction in the stock market could be sparked by a recession early next year.

Ibrahim told Bloomberg TV that the combination of elevated stock valuations and decelerating growth would send the S&P 500 back down to 3,600, which is around where the index bottomed in October 2022.

Ibrahim pointed to the April employment report, which saw 175,000 jobs added to the economy, revealed lower job openings, hires, and quit rates, all of which signal a shifting narrative toward economic downside, not upside.

"Eventually, the unemployment rate is going to take higher and that's going to lead to concerns about a recession," Ibrahim said.

David Rosenberg: Signs are growing of a potential hard-landing in the economy

The US might be "sleepwalking" into a recession as the labor market shows signs of weakening, according to top economist David Rosenberg.

"We're constantly asked when we're planning to throw in the towel on our recession call, but perhaps it's time folks started asking when the rest of the street is going to pick their towels back up," Rosenberg said in a note this week. "We've seen a downshift in the data flow that are starting to indicate that the downturn in the economy may not be as far away as many believe."

Rosenberg said the Sahm Rule is on the verge of flashing a recessionary warning after the unemployment rate ticked higher to 3.9% in April, and that manufacturing activity contracted for the 17th month out of the last 18 months.

"Don't get complacent. The labor market is cracking, a slowdown in services activity is dragging on real-time growth, and forward looking financial signals still point to a coming slowdown," Rosenberg said.

Rosenberg famously predicted the 2008 recession, but his consistently bearish economic outlooks since then have largely fallen flat.

The counterpoint: A bullish take to balance out the doomsayers

One investment strategist who has been consistently bullish, and therefore right, over the past few years is market veteran Ed Yardeni. 

Yardeni said in a note on Friday that the economic doomsayers are likely once again too early in their recession predictions following the weaker-than-expected April jobs report and weekly initial jobless claims data.

"The most widely anticipated recession of all times is turning into the longest widely anticipated recession of all times," market veteran Ed Yardeni said. "One day, the diehard hard-landers will be right."

But that day probably won't come anytime soon, according to Yardeni, as corporate profit estimates continue to hit record highs.

"Forward earnings rose to a record high during April, consistent with a solid labor market. So we don't buy the claim that the latest jobless claims is just the beginning of a significant downturn in the labor market and the economy," Yardeni said. 

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stock market research

Why a less chaotic bond market could signal potential stock-buying opportunities

V olatility in the world’s largest bond market has experienced a downward trend in 2024 — a welcome sign for stock investors, as a relatively quiet government-debt market could offer buying opportunities in U.S. equities, according to Ned Davis Research.

“Stocks like when the bond market behaves and volatility declines relative to its 2-year average. … Conversely, stocks struggle when bond volatility spikes,” Joseph Kalish, chief global macro strategist, and London Stockton, research analyst, said in a Friday note from Ned Davis.

The ICE BofA Merrill Lynch MOVE Index, a measure of implied volatility in the Treasurys market, has declined 18.1% so far this year, according to Dow Jones Market Data. Similar to what the Cboe Volatility Index — known as Wall Street’s “fear gauge” — does for the stock market, the MOVE Index calculates options prices to reflect traders’ expectations of short-term volatility in the fixed-income market. 

The MOVE Index is down 33.8% since it peaked on Oct. 3, when long-dated Treasury yields established new multiyear highs as investors sold off government debt on fears that the Federal Reserve would have to keep interest rates higher for longer, according to Dow Jones Market Data. Bond prices and yields are inversely related. 

The yields on 10- and 30-year Treasurys have moved lower ever since, as Fed officials made clear in April that they saw further rate increases as unlikely . The 10-year yield was up 5.5 basis points to 4.503%, while the 30-year rate rose 4.6 basis points, at 4.645%, as of Friday afternoon , according to FactSet data. 

Meanwhile, a “moderate” correlation between trading volumes for bonds and stocks also suggests potential buying opportunities in U.S. equities, the Ned Davis analysts said.

“Usually, stock volatility greatly exceeds bond volatility. In recent months, that gap has narrowed, [with stock volatility] even falling below bond volatility late last year,” Kalish and Stockton said (see chart below). “As a result, stock investors may want to pay more attention to bond volatility than to stock volatility, as additional declines in bond volume could support a further rally in equities.”

See: The real reason why Wall Street’s ‘fear gauge’ seems so low right now

VIX flashes a ‘sell’ signal

In a sharp contrast to what falling bond-market volatility suggests, the Cboe Volatility Index, or Vix, flashed a sell signal for equities earlier this week, Kalish and Stockton wrote.

Sell signals have historically been associated with markets that have struggled, while buy signals have typically been generated after volatility has peaked relative to trend and have usually resulted in better-than-average market gains. 

The Vix has tumbled nearly 20% so far in May and was off 16.2% on a month-over-month basis, trading at 12.56 on Friday afternoon, according to FactSet data. “[Stock-market] volatility declined so much relative to the past 20 days that our indicator flashed a sell signal on Monday,” the Ned Davis analysts said. 

U.S. stocks finished mostly higher on Friday, with the Dow Jones Industrial Average up for the eighth straight session, extending its longest winning streak of 2024. The blue-chip index was up 2.2% this week, posting its biggest weekly point and percentage advance since December, according to Dow Jones Market Data.

The S&P 500 and the Nasdaq Composite were up 1.9% and 1.1%, respectively, according to FactSet Data.

Why a less chaotic bond market could signal potential stock-buying opportunities

AMD gained share in key processor categories in Q1 | Mercury Research

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Advanced Micro Devices gained market share in the x86 processor market in client and server categories, according to market researcher Mercury Research .

Competition is always fierce in the x86 processor market — which these days means the rivalry between AMD and Intel. Intel gained some share in the Internet of Things (IoT) market.

Excluding the IoT and semi-custom products (which include game console chips, which AMD makes), the market continued to favor AMD, once again having on-quarter and on-year gains in both client and server segments.

In the first quarter ended March 31, analyst Dean McCarron of Mercury Research said x86 processor shipments were in line with typical seasonal trends for both client and server processors, with all segments down moderately on quarter as is normal for a first quarter.

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This past quarter was the first time since early 2020 when the COVID pandemic began that market results have been completely normal in the desktop, mobile and server segments.

IoT/SoC processor shipments declined far more than typical as decreased console demand impacted AMD’s SoC shipments. AMD mentioned in its analyst call that gaming revenue in particular dropped 48% in Q1 compared to a year earlier. As the aging consoles sell in smaller numbers, AMD expects annual comparison to be down in Q2 as well as in the second half of 2024.

Because the year-ago quarter remained impacted by inventory correction efforts, the statistics and share movements reported here in the past few quarters are more reflective of the suppliers differing in the depth and timing of their inventory corrections, rather than indicating sales-out share of the PC market, McCarron said.

stock market research

The corrections were largely resolved by the third quarter of 2023, so current-quarter share results are probably in line with actual CPU sell-in, and by the third quarter of 2024 most comparisons should be valid — but the on-year results certainly aren’t.

For all-inclusive share, which counts not only PC client CPUs and servers but also IoT and semi-custom products used in items like gaming consoles, Intel gained 2.4 percentage points on quarter. The driver of the gains here was AMD’s shrinking SoC business — while AMD gained total client and server share, the movement was far less than what was needed to overcome dramatically lower SoC shipments. Intel gained share on year as well, again due to AMD’s lower SoC shipments.

Overall share excluding IoT and semi-custom products continued to favor AMD, once again having on-quarter and on-year gains in both client and server segments. Both Intel and AMD saw lower shipments on-quarter, however AMD’s declines in both total client and server CPUs were relatively smaller than Intel’s, so AMD gained overall share.

Intel did gain share in mobile client in the first quarter, as it continued to ramp Raptor Lake cores (while Meteor Lake ramped as well, it was off a tiny base in the prior quarter and the ramp was slower than expected. Intel noted in their earnings call that packaging capacity was a limiting factor in Meteor Lake’s shipments), McCarron said.

AMD Ryzen AI Pro processor.

In addition to the Raptor Lake ramp continuing, Intel shipped an increasing amount of entry-level processors, both the “Intel Processor” N100 and N200 CPUs as well as legacy Celeron processors — shipments on entry-level processors were actually up on quarter, partially offsetting seasonal declines in mainstream CPUs. AMD’s mobile shipments declined more than Intel resulting in the share loss, with the declines happening in AMD’s oldest mobile CPU cores.

Market share changes in desktop were the opposite of mobile, with AMD having nearly flat desktop CPU shipments on quarter — which is far better than typical seasonal trends, and Intel seeing slightly lower than typical seasonal declines.

AMD’s strong desktop showing in a typically steeply down quarter resulted in a relatively large on-quarter and on-year share increase for the first quarter. For AMD the strength in desktop was due to surprisingly strong Vermeer core shipments and the ramp of the new desktop version of the Phoenix Point APU. McCarron said that while Intel’s Raptor Lake 14xxx series CPUs ramped strongly in the quarter, they were replacing the prior generation 13xxx series (also Raptor Lake based) so there was no net upside to the ramp.

Both suppliers saw their stronger client segment mostly offset by the weaker segment, so net client share only moved slightly.

As noted above, the server CPU market experienced typical seasonal declines in the quarter — recall last quarter was the only positive on-quarter growth server processors has seen in 2023, however any increase in the base demand last quarter was more than overwhelmed by seasonal dynamics pulling shipments lower in the first quarter. Both suppliers saw declines very close to the seasonal norm, but AMD’s were slightly smaller declines than Intel’s and AMD’s share was up on quarter (recall Intel gained share on quarter in server for the first time in nearly five years in Q4, 2023, so this was a one-off event for now).

AMD’s share is up significantly on year, and AMD’s server CPU unit shipments were also up on year. Intel’s declines. The suppliers didn’t provide much insight into server CPU dynamics in their earnings discussions, but for AMD it was apparent that Genoa is the main driver of on-year growth.

AMD also shipped its MI300A product in the first quarter and this is not counted as a CPU; the MI300A is a hybrid CPU/GPU accelerator product. Had these units been counted as CPUs, AMD’s on-quarter share would have been higher.

Estimates showed that Arm PC CPU shipments were nearly flat on quarter, with declining shipments of processors into Apple’s Macs nearly offset by a modest increase in Chromebook CPU shipments.

Mercury Research’s estimate for ARM PC client share (including Chromebooks and Apple’s M-series based Macs with X86 desktop and mobile CPUs in the total client size estimate) in the first quarter is 11.1%, up from an revised fourth quarter estimate of 10.3%.

Mercury Researched noted that it’s highly probable Via’s Zhaoxin’s joint venture share is growing, but we have extremely limited visibility into this small segment of the CPU business.

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