DEFINITION of 'Analyst Meeting'

An analyst meeting is an annual gathering held by publicly traded corporations where the company executives provide information about how the company is performing and its future prospects. They may also choose to answer questions from analysts and investors. Some companies make their meetings widely available via webcast and/or podcast.

BREAKING DOWN 'Analyst Meeting'

Analyst meetings are just one of many ways corporations provide transparency for their performance figures. Publicly available Securities and Exchange Commission filings required by the federal government, such as the 10-K and 10-Q reports, provide information about a company's major developments, competition, legal proceedings, management, research and development, business segments and financials. Annual reports are another way public companies communicate with shareholders about the company's operations and financial strength.

Topics Discussed at an Analyst Meeting

Topics discussed at analyst meetings range from merger and acquisition activity, divestitures, exciting new products, services, or alliances, and general accounting and financial management issues. The general theme of a meeting takes on the topics and issues most relevant to analysts and strategists in any given year to the next.

There's no formal template; some meetings are rather sparse, with little in the way of traditional conference fixings, while at other times, companies may roll out the red carpet to introduce a blockbuster opportunity. In one form or another, all meetings are an extension of the corporate relations function. Thus, some companies treat this as an essential element of their corporate communications, including the budget to host high production value events.

At times, analyst meetings have come under fire because it's thought it disproportionally favors securities insiders. Companies hosting analyst meetings go to great lengths not to give the impression they're allowing preferential access to insiders or strategic relationships. Public relations, investor relations and corporate communications all play an essential role in creating and delivering careful messaging for analysts and various stakeholders.

RELATED TERMS
  1. Investment Analyst

    An investment analyst is a financial professional with expertise ...
  2. Earnings Call

    Earnings call is a conference call between a public company, ...
  3. Brown Bag Meeting

    A brown bag meeting is an informal meeting that occurs around ...
  4. Information Circular

    An information circular is a document for a company’s shareholders, ...
  5. Covered Stock (Coverage)

    A covered stock is a stock for which a sell-side analyst publishes ...
  6. Strong Buy

    A strong buy is a type of recommendation given by analysts for ...
Related Articles
  1. Small Business

    10 Tips for Conducting Effective Meetings

    Sometimes meetings are necessary, but they're often a waste of time. These ten tips can help you conduct effective, productive meetings.
  2. Investing

    A Peek Into Shareholder Meetings

    Shareholder meetings can be glamorous, exciting or controversial, but not particularly revelatory.
  3. Personal Finance

    Financial data analyst: Job description and average salary

    Learn about the average salary for a financial data analyst position and the skills, education, and experience employers require of candidates.
  4. Investing

    Stock analysts say a lot, but should you listen?

    If you want to find out which analysts are worth following, you shouldn't take their word for it.
  5. Personal Finance

    What Is A Business Analyst And How Much Do They Make?

    Business Analysis has been a buzzword as a career option. Here is what business analysts do and how much they earn in salary and compensation.
  6. Personal Finance

    Mergers and Acquisitions Analyst - Career Profile

    Mergers and acquisitions analysts perform the analysis and modeling to support buying, selling, restructuring, and combining companies. Learn more.
  7. Personal Finance

    Career advice: Financial analyst versus data analyst

    Learn the distinctions between financial analysts and data analysts, and determine which career is right for you based on your skill set and interests.
  8. Personal Finance

    Revenue Analyst: Career Path & Qualifications

    Learn more about the duties of a revenue analyst and the qualifications needed for the position, along with the career path for these professionals.
  9. Investing

    SEC Filings: Forms You Need To Know

    The forms companies are required to file provide a clear view of their histories and progress.
  10. Personal Finance

    Investment analyst: Career path and qualifications

    Learn how to prepare for a career as an investment analyst and how many professionals in the field progress through their careers.
RELATED FAQS
  1. What does "going public" mean?

    Going public refers to a private company's initial public offering (IPO), thus becoming a publicly traded and owned entity. ... Read Answer >>
  2. How is something "brought over the wall" in an investment bank?

    An analyst who lends his or her expertise to an underwriting department is said to have been "brought over the wall". In ... Read Answer >>
Trading Center