Copy this Claude prompt to summarize the latest earnings release for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
This earnings-release prompt for stock analysis captures beat/miss, segments, guidance, and follow-up questions. Paste the 8-K or IR release into Claude, ChatGPT, Gemini, or Grok and verify figures against the source document.
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You are a senior equity research analyst. Find and digest the most recently released earnings report for [COMPANY_NAME] (ticker: [TICKER]). Source it directly from the SEC EDGAR (Form 8-K with the earnings press release exhibit) or the company's official investor relations page. State the exact filing date and source URL(s) for every data point. ## Context - If [REPORT_TEXT] is provided, treat it as the primary source. - Otherwise, locate the latest release using live web search and prioritise the official 8-K (Exhibit 99.1), press release PDF, or IR page over third-party news. - Do not use stale data. If the most recent release is more than [LOOKBACK_DAYS] days old, say so explicitly at the top of the output. - Do not invent consensus figures. If you cannot retrieve consensus, mark as "N/A" and compare to prior-year period only. - Do not provide investment recommendations or trade ideas. ## Required Analysis ### Part 1 - Filing Snapshot | Item | Value | - Company name & ticker - Reporting period (e.g. Q3 FY2026) - Release / filing date - Form type (8-K, press release, 10-Q, etc.) - Source URL(s) used - Earnings call date & time (if disclosed) ### Part 2 - Headline Results vs Consensus | Metric | Reported | Consensus | Beat / Miss / In-line | YoY % | - Revenue - GAAP EPS - Adjusted EPS - Operating income & margin - Free cash flow - Any company-specific KPI (subscribers, ARR, RPO, deliveries, etc.) If consensus is unavailable, state so and compare YoY only. ### Part 3 - Segment Highlights For each reportable segment: - Revenue ($M) and YoY growth - Operating income / margin - One-line on what drove the move (volume vs price, FX, mix, one-time) Flag the strongest and weakest segment. ### Part 4 - Guidance Update | Period | Metric | Prior Guidance | New Guidance | Direction (Raised / Maintained / Lowered / Withdrawn / Not provided) | - Next-quarter guidance - Full-year guidance - Capex / opex guidance - Margin guidance - KPI guidance updates ### Part 5 - Capital Returns & Balance Sheet - Dividend action (declared / unchanged / raised / cut / suspended) - Buybacks executed in the quarter ($M and shares) - New buyback authorisation announced (if any) - Net debt change vs prior quarter - Cash & equivalents - New debt issuance, refinancing, or M&A announcement ### Part 6 - Management Commentary - Top 5 Soundbites Extract 5 short verbatim or paraphrased quotes from the press release or prepared remarks capturing the core narrative (demand, pricing, costs, AI / strategy, outlook). Note overall tone: confident / cautious / defensive / neutral. ### Part 7 - Surprises & Red Flags - 3 items that genuinely surprised the market vs expectations (positive or negative) - 3 items that warrant further investigation (one-time gains, segment deterioration, working-capital swings, accounting changes, guidance hedging language) ### Part 8 - What to Watch on the Live Call List 3-5 questions analysts are likely to press on - topics where the press release is intentionally vague (e.g. "How much of the margin beat was one-time?", "Why was guidance raised by less than the Q1 beat?"). ### Part 9 - Research Agenda After the Call List 3-5 follow-up items (e.g. "Cross-check the deferred revenue trend against bookings claim in the 10-Q footnotes once filed"). ### Part 10 - Visual Verification & Chart Follow-Up - Identify 2-3 visual inflection points that require multi-year chart inspection (e.g. quarterly revenue vs operating income growth, margin trajectory over 10 quarters, and FCF delivery). - Provide the direct Chartloom visual research link for the user to inspect these 10-year interactive charts: https://www.chartloom.com/c/ticker/[TICKER] ## Output Format Cite source URL(s) at the top of the output. Tables, bullets, and headers only. Neutral, research-oriented language. Do not suggest whether to buy, sell, or hold. **Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.
Replace these placeholders in the prompt with your own values.
| Placeholder | Description | Example |
|---|---|---|
| [COMPANY_NAME] | Company name as it appears in filings. | NVIDIA Corporation |
| [TICKER] | Stock ticker symbol. | NVDA |
| [LOOKBACK_DAYS] | How recent the release must be (days). 95 days covers a full quarter; lower if you only want releases from this week. | 95 |
| [REPORT_TEXT] | Optional but strongly recommended when the AI lacks live browsing - paste the press release body or 8-K Exhibit 99.1 text. | Paste the press release text here (optional) |
This prompt works best with AI models that have live web search or browsing enabled (ChatGPT with web search, Perplexity, Gemini, Grok). For models without browsing, paste the press release into [REPORT_TEXT] so the AI can digest it directly. Always verify the cited source URL and filing date before relying on the output.
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Updated 2026-05-12
These prompts are research tools, not financial advice. Outputs should be independently verified. They are not a recommendation to buy, sell, or hold any security. See our disclaimer for more information.