Analyst Connect January 2026: Outlining Expectations For ETF Coverage
ismagilov/iStock via Getty Images Reminders and Updates on ETF Coverage One of the things Seeking Alpha has been working on over the past year is increasing both the quality and quantity of our ETF coverage. It’s our desire to make Seeking Alpha a go-to destination for ETF content. With this in mind, we’re trying to make sure our analysis stands out. Having said that, we want to reiterate our editorial standards for ETF analysis as well as offer additional guidance. As a reminder, our standard of delivering original, actionable insights pertains to ETF analysis articles just as it does to articles on stocks. We encourage analysts who write about ETFs to bring their forward-looking guidance into the spotlight more consistently and clearly. We’re looking for analysts to illustrate how an ETF’s construction and methodology are applied to their views. In doing so, it’s important to explain that ETF holdings are typically dynamic, and as such, are impacted by rebalancing frequency, selection criteria, caps, and other elements. Integrating the discussions around the holdings and the methodology that shapes them communicates your robust understanding of both and adds credibility to your recommendation. And, similarly to stock article requirements, adding quantitative detail to your foreseeable outcome would make your recommendation more tangible and therefore more clearly tradable — this would include a discussion of NAV, total return (and how much of that would be attributed to price appreciation and income), average/weighted average P/E when applicable, the expense ratio, and other elements that impact tradability, like AUM. Also, keep in mind that an ETF pair trade or general comparative discussions on ETFs should also contain a decisive recommendation based on a definitive outlook, not only an illustration of how hypothetical market dynamics affect each ETF differently. Our guidelines also apply to coverage of newer “enhanced income” ETFs that have spurred both analysts’ and readers’ interest. Some of these options-overlay ETFs are complex in their methodology and require additional background information to illustrate how they operate. However, we want to stress that articles focusing primarily on this aspect fall short of reader expectations regarding forward-looking, actionable, and original insights. We invite analysts who choose to cover these enhanced-income ETFs to let their forward-looking guidance take center stage and frame their analysis around their main thesis, just as they would other ETF or stock articles. Analysts should break down that complexity behind these ETFs into digestible information for readers, drilling into the “why” behind the anticipated outcomes in the thesis. Since these ETFs have some unique features, analysts should include some additional points above typical ETFs they’re used to covering and should: Clearly explain the options strategy in sufficient detail Explain the relationship to the underlying and the holdings Describe the distributions and their effects, including their tax character and frequency Address the likelihood and drivers of NAV erosion/drag Avoid thin “apples to oranges” comparisons; instead, illustrate the effects of strategy differences Note key catalysts (volatility events, valuation extremes) and expected behavior across market regimes. Describe the ETF’s role in a portfolio It’s important that these elements are woven together in a cohesive story and not added in as disjointed points. To drive consistency across articles in adherence to this standard, we’re extending additional editorial time to guide analysts who would need to elevate their ETF analysis to better meet these guidelines. This would in turn drive views and follower counts, as readers would appreciate a consistent, actionable takeaway from ETF coverage. Additional resources are available in previous editions of the Analyst Connect newsletter. Check out Jack Bowman’s ideas for ETF coverage, along with updates on our minimums for ETF coverage. Putting a Bigger Focus on Sectors: Expanding the Use of ETFs as Proxies We’ve achieved a lot of success adding key index ETFs as primaries for market outlook articles. We’re expanding the use of ETFs to bring attention to different sectors. We’ve developed a list of sector/industry ETFs that we will use as primary tickers in articles focused specifically on that sector. We’ll add these tickers for articles that present a broader, high-level “macro” look at a sector. The sectors we’ve identified (along with the ETFs):
US Financials XLF, VFH, IYF, FNCL US Banks KBE, KBWB, XLF US Regional Banks KBWR, KRE, IAT, DPST US Communications XLC, IYZ, VOX, FCOM US Consumer Discretionary XLY, VCR, IYC, FDIS US Consumer Staples XLP, VDC, FSTA, KXI US Energy XLE, VDE, IYE, FENY US Healthcare XLV, VHT, IYH, FHLC US Utilities XLU, VPU, FUTY, IDU US Industrials XLI, IYJ, VIS, FIDU US Materials XLB, VAW, IYM, FMAT US Real Estate VNQ, IYR, SCHH, XLRE US Software & Services IGV, XSW, HACK US Technology XLK, VGT, IYW, IGM Defense & Aerospace ITA, XAR, PPA, SHLD Biotech IBB, XBI, BBH Semiconductors SOXX, SMH, XSD, SOXQ Gold GLD, IAU, GLDM, SGOL Silver SLV, PSLV, SIVR Oil USO, XOP, BNO, IEO
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We’re limiting the use of these tickers to 3-4 well-followed ETFs for each sector. We’ll tag these articles “Market Outlook.” Also, note that these tickers are not eligible for undercovered bonuses when used for sector coverage. We encourage analysts to consider sector analysis as a way to expand their macro coverage. Email submissions@seekingalpha.com with any questions or ideas. Looking for Short Ideas We encourage analysts to submit their short ideas. Please see our reminders and suggestions for short ideas: We do not allow analysts to repeat allegations made by others (such as short sellers). While you are free to briefly mention the existence of a short report (ideally with a link to a Seeking Alpha news story about it so readers can see that for background), you should focus on your thesis. We suggest reviewing the editorial policies for short ideas here. If you have any questions about our short ideas policies in general, please email us at submissions@seekingalpha.com. Also, if you’re considering submitting a short idea and you’re not sure if it would be a good fit for any reason (such as a low market cap or a key claim you are making), to help avoid any wasted work on your part, you can email us prior to submitting the article, and we will provide preliminary feedback. We’re looking forward to seeing your ideas. New Article Competition: Best Long Idea for 2026 Seeking Alpha has a new article competition in place for the New Year: Top 2026 Long Idea Competition. Details on this competition can be found here. The deadline is Feb. 28. Make sure to add a note for editors regarding the entry. We’re looking for a clear and compelling thesis that highlights why this is your top long idea for 2026. The article must be rated a buy or strong buy. And the article must be focused on an individual stock, not an ETF or cryptocurrency. More on our article competitions can be found here. How to Build a Following at Seeking Alpha? Persistence! Seeking Alpha analyst and Investing Group leader Victor Dergunov has provided his commentary and analysis since 2017. In that time, Dergunov has amassed more than 54,000 followers and posted more than 1,000 articles. The commitment to the site opened the door for Dergunov to launch The Financial Prophet, a service that allows him to share investment ideas and portfolio strategy with others. Dergunov says his efforts have always focused on helping readers and members of his investing group, delivering original, actionable investment ideas. To achieve success on Seeking Alpha, Dergunov suggests analysts be patient with the process and build relationships with editors and the community. Most of all, Dergunov says analysts should form a persistent attitude, committing to a long-term perspective that generates interest in the articles presented to readers. Dergunov shares his pointers in this article. Looking Ahead to February Earnings season is in full swing as we head into February with a number of highly followed and high market-cap names set to report throughout the month. The news cycle will continue to spin as U.S. policies are creating a great deal of volatility in recent weeks, and that’s likely to continue this month as well. As always, as we get further out in the month, some of the earnings dates haven’t been confirmed by the companies yet, and these are estimated dates. Seeking Alpha Earnings Calendar Week 1 (Feb. 2-6) February starts with a bang, as on the first trading day of the month there are 15 companies with a market cap greater than $10B slated to report. Palantir (PLTR) is the headliner, but Disney (DIS), Simon Property Group (SPG), NXP Semiconductors (NXPI), IDEXX Laboratories (IDXX), and ON Semiconductor (ON) are also on the docket for Feb. 2. Tuesday is even busier, as 45 companies worth more than $10B are expected to report, and eight $100B companies lead the way. The notable names at the top in terms of market cap are Amazon (AMZN), Advanced Micro Devices (AMD), Merck (MRK), PepsiCo (PEP), Amgen (AMGN), Pfizer (PFE), Eaton (ETN), and Chubb (CB). The reports don’t slow down on Wednesday either; in fact, it gets even busier. There are 12 companies with +$100B market caps reporting and 61 with market caps north of $10B. The most anticipated one is likely Alphabet (GOOG) (GOOGL), but we also get healthcare heavyweights Eli Lilly (LLY), AbbVie (ABBV), and Novartis (NVS). Other notables reporting include Uber (UBER), Qualcomm (QCOM), and Arm Holdings (ARM). Thursday is just as busy, with seven $100B companies expected to report and 61 with market caps of more than $10B. Shell (SHEL), Sony (SONY), ConocoPhillips, and Bristol-Myers Squibb (BMY) highlight Thursday’s reports. Friday does show a slowdown, but we still have reports expected from the likes of Toyota (TM), Philip Morris International (PM), and Kenvue (KVUE). Week 2 (Feb. 9-14) Earnings reports slow a little in the second week, with Monday showing 13 companies with market caps over $10B. Apollo Global Management (APO) leads the way in terms of market cap and other highly followed names include Cleveland-Cliffs (CLF), and monday.com (MNDY). The action picks back up on Tuesday with seven $100B companies set to report. They are led by Coca-Cola (KO), AstraZeneca (AZN), S&P Global (SPGI), and Gilead Sciences (GILD). Other notable companies reporting include Robinhood (HOOD), BP (BP), Ferrari (RACE) and Ford (F). Wednesday doesn’t have as many high market cap names reporting, but the ones at the top are very highly followed: Cisco Systems (CSCO), McDonald’s (MCD), T-Mobile (TMUS), AppLovin (APP), and Shopify (SHOP) all have significant followers. Looking out to Thursday, we have reports from Applied Materials (AMAT), Arista Networks (ANET), Southern Copper (SCCO), Unilever (UL), and Anheuser-Busch InBev (BUD) on the docket. There are a few companies showing on the calendar for Friday, but we weren’t able to confirm any of the highly followed/high market cap names. Week 3 (Feb. 16-20) U.S. markets are closed on Monday, Feb. 16, in observance of President’s Day. Looking at Tuesday’s docket, there are a number of $10B companies reporting, but the only $100B company set to report is Medtronic (MDT). Other notable names include Energy Transfer (ET), Keysight Technologies (KEYS), Cadence Design Systems (CDNS), and Devon Energy (DVN). Wednesday is slightly busier, with highly followed names like Booking Holdings (BKNG), Analog Devices (ADI), Carvana (CVNA), DoorDash (DASH), and Baidu (BIDU) expected to report. Thursday marks a transition to retail and consumer discretionary names as Walmart (WMT) will kick things off in the sector. We also have notables like Deere & Company (DE), Newmont Mining (NEM), and AngloGold Ashanti (AU). Friday shows Alibaba (BABA) and Constellation Energy (CEG) set to report, but the investor relations pages for both companies have not confirmed the date. Week 4 (Feb. 23-27) The final week of February sees earnings reports starting slowly but building as the week goes on. Monday’s docket shows American Tower (AMT), Dominion Energy (D), and Trip.com (TCOM) all expected to report. Tuesday sees the activity in the consumer discretionary sector resume with Home Depot (HD) and MercadoLibre (MELI) leading the charge. We also expect to hear from Autodesk (ADSK) and Zoom (ZM). Wednesday is a big day, as the last of the Mag 7 names will step forward, as Nvidia (NVDA) is expected to report at that time. We also expect to hear from retailers TJX (TJX) and Lowe’s (LOW) that day, along with tech companies Salesforce (CRM) and Snowflake (SNOW). We see more tech names expected on Thursday with Intuit (INTU), Dell Technologies (DELL), and Workday (WDAY) all slated to report. Other notables for the day are Monster Beverage (MNST) and NetEase (NTES). The current calendar shows Berkshire Hathaway (BRK.B) reporting on Friday, but those announcements usually take place on Saturdays. January Investor and Industry Events Feb. 3 – Fed SLOOS report Feb. 4 – Oppenheimer 11th Annual Emerging Growth Conference Feb. 8 – FDA action date for REGENXBIO’s clemidsogene lanparvovec (RGX-121) Feb. 10 – WASDE report on major crops Feb. 10 – Bank of America US Financial Services Conference Feb. 11-16 New York Fashion Week Feb. 7-16 – Chicago Auto Show Feb. 11 – FedEx Investor Day Feb. 14 – Tesla FSD is subscription only Feb. 14-17 New York Toy Fair Feb. 17 – 13F filings due Feb. 17 – Chinese New Year Feb. 18 – FOMC minutes released Feb. 18 – Barclays Industrial Select Conference Feb. 25 – Lumen Technologies Investor Day Feb. 25 – Intapp Investor Day Feb. 26 – Susquehanna Technology Conference Major Economic Reports and Events Feb. 2- ISM Manufacturing, Construction Spending Feb. 3- JOLTS Job Openings Feb. 4 – ADP Employment Change, Factory Orders, ISM Services Feb. 5 – Q4 Productivity, Unit Labor Costs, Trade Balance Feb. 5 – European Central Bank meeting Feb. 6 – January Employment Report, Univ. of Michigan Consumer Sentiment Feb. 10 – Q4 Employment Cost Index Feb. 11 – CPI Feb. 12 – PPI, Existing Home Sales Feb. 13 – Retail Sales Feb. 18 – Building Permits, Housing Starts, Industrial Production, Capacity Utilization Feb. 19 – Pending Home Sales Feb. 20 – Q4 GDP, Core PCE, Personal Income, Personal Spending, Univ. of Michigan Consumer Sentiment Feb. 24 – S&P/Case-Shiller Housing Index Feb. 25 – New Home Sales Feb. 2 6- Durable Orders Feb. 27 – PPI, Chicago PMI
已发布: 2026-01-25 15:00:00
来源: seekingalpha.com
