AI Equity Research Tools in 2026
The landscape of AI-powered equity research tools has evolved rapidly. Here are the key categories and leading solutions.
Earnings Analysis AI
Calypso - Specialized in earnings call analysis with debate extraction, sentiment scoring, and thesis testing. Best for institutional investors needing comprehensive earnings coverage across 400+ companies.
Financial Data AI
- Bloomberg Terminal with AI features
- FactSet AI assistants
- Koyfin for retail investors
Research Aggregation
- AlphaSense for document search
- Sentieo for research management
- Tegus for expert transcripts
What to Look For in AI Research Tools
- Speed: How fast after earnings release?
- Coverage: How many companies?
- Depth: Surface summaries or deep analysis?
- Integration: Works with your existing workflow?
- Accuracy: Validated against human analysis?
Why Calypso Stands Out
- Purpose-built for earnings analysis (not general-purpose AI)
- Institutional-grade accuracy
- Real-time processing within minutes of earnings
- Bull/bear framework matches how investors think
- Covers 400+ companies with consistent methodology
