Meet Business Insider’s 2024 Rising Stars of Equity Research
While a handful of mega-cap technology stocks continue to propel the S&P 500 to record highs, there are other sectors with compelling stories to tell.
Utilities, for one, is shedding its stigma for being boring as the transition from coal to renewables shakes up the industry. Producers and creators of electricity also stand to benefit from growing demand related to AI and data centers.
Regional banks, which until roughly a year ago could have been considered a sleepy area of the stock market, are gaining headlines again as investors and analysts raise concerns about real-estate loans. One such recent report came from the senior Citi analyst Ben Gerlinger, whose analysis into debt on properties owned by the Little Rock, Arkansas-based Bank OZK caused the bank’s stock to sink in late May.
Equity researchers like Gerlinger are key storytellers for the market. They present rich data and context that investors need to distill the markets and accurately pinpoint the winners and losers.
Gerlinger is one of Business Insider’s rising stars of equity research for 2024, a group of 16 all-star stock analysts covering a range of sectors, from casinos and leisure to biotech and retail.
BI’s annual list features analysts who go above and beyond to find and present the most reliable information about the companies they cover. Some have had obsessions with data and tracking from a young age, others have a knack for networking, and many have a passion for the sectors they research.
To qualify for the list, analysts had to be 35 or younger, based in the US, working in sell-side equity research at a Wall Street firm, and producing work that stood out from competitors. BI’s editors selected the finalists from nominations submitted by colleagues, bosses, and investors. Reporters interviewed the analysts about their careers and the sectors they covered.
Here is Business Insider’s 2024 list of the top up-and-coming stars of equity research on Wall Street:
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