Earnings Intelligence Platform
Who's most bullish
on Wall Street?
AI-powered earnings call analysis for the top US public companies, featuring structured equity research and a live management bullishness leaderboard.
Executive SummariesStrategic SignalsRed FlagsKey MetricsManagement ToneMacro Insights
Calls Ranked
4,090
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Coverage
4,090
Analyses available
Model
μ − 3σ
Conservative ranking score
EarningsIQ · Live Rankings
Management Bullishness Leaderboard
Showing 100 rows per page from the live 4,090-transcript leaderboard.
Updated from Firestore on request
Page 1 of 41 · Showing 100 of 100 rows on this page
| Rank | Ticker | Date | Bullishness | μ Mean | σ Uncertainty | Record | Tone |
|---|---|---|---|---|---|---|---|
| 1 | APP Q1 2026 | 2026-05-06 | 98.63 | 104.61 | 1.99 | 34W/1L | Supremely confident, aggressively sizing the open platform opportunity. |
| 2 | AVGO Q1 2026 | 2026-03-04 | 98.56 | 104.20 | 1.88 | 43W/3L | Unwavering confidence backed by secured supply and massive 2027 visibility. |
| 3 | ORCL Q1 2026 | 2025-09-09 | 98.54 | 103.68 | 1.71 | 47W/6L | Unprecedented visibility and confidence; AI demand is 'insatiable'. |
| 4 | ORCL Q4 2025 | 2025-06-11 | 98.02 | 103.89 | 1.96 | 42W/2L | Demand is astronomical and supply is the only constraint. |
| 5 | NVDA Q4 2026 | 2026-02-25 | 97.52 | 102.73 | 1.74 | 42W/5L | 'Compute equals revenues': NVIDIA declares AI spending non-negotiable. |
| 6 | NVDA Q1 2026 | 2026-05-20 | 97.42 | 103.24 | 1.94 | 27W/1L | Parabolic demand, zero hedging, full-throated forward commitments |
| 7 | TPR Q2 2026 | 2026-02-05 | 96.86 | 102.77 | 1.97 | 32W/2L | Management declares a permanent 'new gear' of growth with confidence. |
| 8 | ORCL Q3 2025 | 2025-03-10 | 96.21 | 102.03 | 1.94 | 27W/3L | Unprecedented demand visibility with aggressive long-term targets. |
| 9 | NVDA Q2 2026 | 2025-08-27 | 96.05 | 101.74 | 1.90 | 30W/4L | Unapologetically bullish: 'Everything sold out' and 'AI race is on' |
| 10 | NVDA Q3 2026 | 2025-11-19 | 95.98 | 101.12 | 1.71 | 31W/7L | Unapologetically bullish: 'The number will grow' on $500B visibility. |
| 11 | AMZN Q3 2025 | 2025-10-30 | 95.42 | 100.87 | 1.82 | 32W/5L | Aggressive investment backed by immediate monetization and clear visibility. |
| 12 | J Q2 2026 | 2026-05-05 | 95.40 | 101.35 | 1.98 | 31W/1L | Assertive, data-rich confidence with specific forward metrics |
| 13 | PLTR Q3 2025 | 2025-11-04 | 95.14 | 100.78 | 1.88 | 32W/4L | Management declares victory and mocks skeptics while raising guidance. |
| 14 | NUE Q1 2026 | 2026-04-28 | 94.91 | 100.75 | 1.94 | 28W/0L | Exceptionally bullish CEO volunteers tsunami of earnings |
| 15 | XYZ Q1 2026 | 2026-05-07 | 94.65 | 100.60 | 1.98 | 25W/2L | High Confidence In AI-Driven Velocity And Raised Guidance |
| 16 | STRL Q4 2025 | 2026-02-26 | 93.64 | 99.20 | 1.85 | 28W/5L | Unprecedented Demand Visibility and Execution Confidence |
| 17 | IRM Q3 2025 | 2025-11-05 | 93.13 | 98.33 | 1.73 | 30W/9L | Exceptional visibility with 2026 data center growth 'already in the bag' |
| 18 | CRWD Q4 2026 | 2026-03-04 | 93.12 | 98.80 | 1.89 | 25W/5L | Unapologetically bullish: AI is a tailwind, not a threat. |
| 19 | MTZ Q2 2025 | 2025-08-01 | 93.05 | 98.24 | 1.73 | 25W/6L | Management exudes high confidence on 'unprecedented' demand and 2026 upside. |
| 20 | ORCL Q3 2026 | 2026-03-10 | 93.01 | 97.84 | 1.61 | 24W/11L | Unapologetically bullish: 'We are overdelivering' and 'constantly raising' forecasts. |
| 21 | TSLA Q3 2025 | 2025-10-22 | 92.94 | 98.29 | 1.78 | 26W/7L | Paranoid but unstoppable: Tesla declares victory on autonomy. |
| 22 | BX Q4 2025 | 2026-01-29 | 92.30 | 97.85 | 1.85 | 25W/6L | Unapologetically bullish; 'Escape velocity' reached with clear visibility on 2026 ramps. |
| 23 | NVDA Q4 2025 | 2025-02-26 | 92.27 | 97.24 | 1.66 | 24W/9L | Unapologetically bullish: 'We're at the beginning of reasoning AI.' |
| 24 | MSI Q1 2026 | 2026-05-07 | 92.20 | 98.09 | 1.96 | 20W/5L | Confident Execution and Raised Guidance Defy Macro Headwinds |
| 25 | TPR Q3 2026 | 2026-05-07 | 92.02 | 97.58 | 1.85 | 22W/6L | Unwavering conviction in structural growth and compounding flywheel |
| 26 | AFRM Q4 2025 | 2025-08-28 | 91.53 | 96.68 | 1.72 | 24W/8L | Unapologetically confident: 'We can control our results.' |
| 27 | FTAI Q3 2025 | 2025-10-28 | 91.50 | 96.58 | 1.69 | 22W/9L | Unapologetically bullish on demand and the asset-light pivot. |
| 28 | STRL Q2 2025 | 2025-08-05 | 91.49 | 96.55 | 1.69 | 28W/9L | Confident execution and structural margin expansion drive multiyear visibility. |
| 29 | NOW Q3 2025 | 2025-10-29 | 91.43 | 96.62 | 1.73 | 27W/6L | Unapologetically confident; raising guide into the teeth of a shutdown. |
| 30 | BE Q2 2025 | 2025-07-31 | 91.42 | 97.05 | 1.88 | 24W/8L | Absolute confidence in secular AI demand shift; capacity doubling justified. |
| 31 | SOFI Q3 2025 | 2025-10-28 | 91.38 | 96.47 | 1.70 | 25W/10L | Management aggressively steps on the gas, raising guidance and dismissing macro fears. |
| 32 | LITE Q2 2026 | 2026-02-03 | 91.36 | 96.41 | 1.68 | 25W/9L | Sold-out conditions fuel aggressive guidance raises and pricing power. |
| 33 | LNG Q1 2026 | 2026-05-07 | 91.01 | 96.72 | 1.90 | 22W/4L | Confident and opportunistic amid unprecedented supply disruption. |
| 34 | ATI Q1 2026 | 2026-04-30 | 90.97 | 96.51 | 1.85 | 22W/4L | Confident, specific, and willing to express upside bias |
| 35 | LAMR Q1 2026 | 2026-05-07 | 90.87 | 96.69 | 1.94 | 18W/6L | Highly Confident Management Telegraphs August Guidance Raise |
| 36 | PRAX Q4 2025 | 2026-02-19 | 90.73 | 95.85 | 1.71 | 23W/11L | Confident, Commercially Savvy, and Capital-Rich |
| 37 | CIEN Q4 2025 | 2025-12-11 | 90.71 | 96.09 | 1.79 | 22W/9L | Unprecedented AI demand drives 'sold out' status and aggressive 2026 outlook. |
| 38 | MRVL Q3 2026 | 2025-12-02 | 90.60 | 95.87 | 1.76 | 24W/9L | Management plays offense with confident multi-year visibility and firm backlog. |
| 39 | INTU Q1 2026 | 2025-11-20 | 90.37 | 95.89 | 1.84 | 23W/7L | Unapologetically bullish; AI monetization is real and durable. |
| 40 | SPXC Q4 2025 | 2026-02-24 | 90.32 | 95.76 | 1.81 | 21W/7L | Confident execution backed by multi-year visibility and specific growth metrics. |
| 41 | SRE Q4 2025 | 2026-02-26 | 90.29 | 95.82 | 1.84 | 21W/8L | High confidence backed by specific multi-year visibility and capital deployment. |
| 42 | NOW Q1 2026 | 2026-04-22 | 90.22 | 95.83 | 1.87 | 16W/6L | Unapologetic confidence backed by raised AI targets |
| 43 | LSCC Q4 2025 | 2026-02-10 | 90.08 | 95.48 | 1.80 | 21W/8L | Exceptional visibility and accelerating momentum drive high confidence. |
| 44 | CIEN Q3 2025 | 2025-09-04 | 89.98 | 95.56 | 1.86 | 22W/8L | Exceptional visibility drives accelerated margin targets and confident FY26 outlook. |
| 45 | CNP Q1 2026 | 2026-04-23 | 89.89 | 95.61 | 1.91 | 17W/3L | Highly specific, confident, data-rich forward guidance |
| 46 | COHR Q2 2026 | 2026-02-04 | 89.55 | 94.65 | 1.70 | 22W/10L | Exceptional visibility and execution justify confidence in sustained hyper-growth. |
| 47 | AXON Q4 2025 | 2026-02-25 | 89.17 | 94.54 | 1.79 | 22W/11L | Firing on all cylinders with record backlog and AI momentum. |
| 48 | MRVL Q4 2026 | 2026-03-05 | 89.01 | 94.20 | 1.73 | 21W/9L | Management aggressively dismisses skepticism, raises guidance, and promises $15B revenue. |
| 49 | SREA Q1 2026 | 2026-05-07 | 88.86 | 94.46 | 1.87 | 17W/5L | Highly confident in Texas-led growth, unfazed by execution scale. |
| 50 | NEE Q1 2025 | 2025-04-23 | 88.57 | 93.60 | 1.68 | 20W/15L | Unwavering confidence backed by specific data and aggressive risk mitigation. |
| 51 | SRE Q3 2025 | 2025-11-05 | 88.55 | 93.89 | 1.78 | 23W/8L | Texas Growth Surge Unlocked; Balance Sheet Fortified for $60B Build-out |
| 52 | TPL Q1 2025 | 2025-05-08 | 88.55 | 93.89 | 1.78 | 19W/10L | Unshakeable confidence backed by structural growth and cash |
| 53 | SPXC Q3 2025 | 2025-10-30 | 88.54 | 94.05 | 1.84 | 22W/6L | Confident execution with clear visibility into 2026. |
| 54 | GEV Q4 2025 | 2026-01-28 | 88.53 | 93.80 | 1.76 | 21W/8L | Confident execution with pricing power and capacity sold out for years. |
| 55 | VG Q1 2026 | 2026-05-12 | 88.34 | 94.34 | 2.00 | 16W/4L | Aggressive confidence in execution and market dominance. |
| 56 | NOW Q4 2025 | 2026-01-28 | 88.31 | 93.32 | 1.67 | 19W/15L | Unapologetically confident: 'Pipelines never been better' and 'guide is there'. |
| 57 | AAON Q1 2026 | 2026-05-07 | 88.25 | 93.91 | 1.89 | 17W/6L | Aggressive Growth Prioritization Backed by Exceptional Demand Visibility |
| 58 | COHR Q1 2026 | 2025-11-06 | 88.18 | 93.58 | 1.80 | 19W/11L | Exceptional demand visibility and confident execution on capacity expansion. |
| 59 | CF Q1 2026 | 2026-05-07 | 88.10 | 93.95 | 1.95 | 15W/6L | Structurally bullish with quantified conviction and disciplined expansion |
| 60 | TEM Q4 2025 | 2026-02-24 | 88.06 | 93.19 | 1.71 | 16W/16L | Exceptional visibility and accelerating growth driven by an unassailable data moat. |
| 61 | VICR Q4 2025 | 2026-02-19 | 88.06 | 93.07 | 1.67 | 20W/14L | Management validates aggressive growth models; demand 'baked in' for 2026. |
| 62 | JBL Q2 2026 | 2026-03-18 | 88.05 | 93.42 | 1.79 | 20W/8L | Management exudes high confidence as AI demand accelerates and capacity comes online early. |
| 63 | BEPI Q2 2025 | 2025-08-01 | 87.91 | 93.05 | 1.71 | 20W/11L | Unwavering confidence backed by record visibility and structural demand. |
| 64 | SOCGM Q1 2026 | 2026-05-07 | 87.76 | 93.33 | 1.86 | 19W/5L | Highly confident management details massive Texas growth pipeline. |
| 65 | GEV Q1 2026 | 2026-04-22 | 87.62 | 93.10 | 1.83 | 18W/9L | Exceptional demand visibility and pricing power drive raised guidance. |
| 66 | MKSI Q1 2026 | 2026-05-07 | 87.56 | 93.23 | 1.89 | 16W/6L | Confident and prepared for multi-year AI cycle ramp. |
| 67 | SNDK Q1 2026 | 2025-11-06 | 87.55 | 92.82 | 1.76 | 21W/8L | Confident execution, structural demand shift, and pricing power drive bullish outlook. |
| 68 | FITB Q4 2025 | 2026-01-20 | 87.47 | 92.84 | 1.79 | 17W/14L | High confidence on accelerated integration and 2026 targets. |
| 69 | SREA Q3 2025 | 2025-11-05 | 87.37 | 92.51 | 1.71 | 18W/11L | Management aggressively backs Texas growth with specific data and fortress balance sheet. |
| 70 | SITM Q4 2025 | 2026-02-04 | 87.29 | 92.70 | 1.80 | 19W/9L | Management exudes high confidence backed by record bookings and AI momentum. |
| 71 | EVRG Q1 2026 | 2026-05-07 | 87.28 | 92.95 | 1.89 | 19W/5L | Confident management validates bullish growth math and pipeline |
| 72 | NTRA Q1 2026 | 2026-05-07 | 87.27 | 93.05 | 1.93 | 14W/6L | Confident leadership aggressively raises guidance amid record growth. |
| 73 | CDE Q1 2026 | 2026-05-07 | 87.14 | 92.75 | 1.87 | 17W/6L | Highly confident management signals imminent capital returns and record cash flow. |
| 74 | PLTR Q4 2025 | 2026-02-02 | 87.10 | 92.07 | 1.66 | 16W/15L | Unapologetic dominance and 'magical' execution drive historic guidance raise. |
| 75 | SOJD Q4 2025 | 2026-02-19 | 87.04 | 92.24 | 1.73 | 19W/8L | Exceptional visibility and confidence drive aggressive growth outlook. |
| 76 | BLK Q4 2025 | 2026-01-15 | 87.02 | 92.49 | 1.82 | 17W/12L | Unshakeable confidence backed by record flows and a deep, integrated product pipeline. |
| 77 | AXON Q1 2026 | 2026-05-06 | 86.78 | 92.56 | 1.93 | 19W/5L | Unwavering conviction in a generational AI and drone inflection. |
| 78 | CRS Q3 2025 | 2025-04-24 | 86.76 | 92.00 | 1.74 | 19W/14L | Confident execution, pricing power, and 'massive' demand inflection ahead. |
| 79 | SPXC Q1 2026 | 2026-04-30 | 86.75 | 92.04 | 1.76 | 18W/6L | Confident, specific, and voluntarily expansive on data centers |
| 80 | TW Q4 2025 | 2026-02-05 | 86.72 | 91.78 | 1.69 | 19W/13L | Management 'Pumped' as Structural Tailwinds Align for 2026 |
| 81 | HALO Q2 2025 | 2025-08-06 | 86.62 | 91.87 | 1.75 | 21W/8L | Unapologetically confident; growth accelerating despite legal/regulatory noise. |
| 82 | ABNB Q1 2026 | 2026-05-07 | 86.58 | 92.56 | 2.00 | 15W/6L | Bold Vision, Raised Guidance, Unwavering Execution Confidence |
| 83 | BSQKZ Q1 2026 | 2026-05-07 | 86.43 | 92.27 | 1.95 | 13W/6L | Confident execution and AI-driven velocity underpin raised outlook. |
| 84 | APH Q4 2025 | 2026-01-28 | 86.42 | 91.98 | 1.85 | 14W/11L | Unapologetically bullish on AI, confident in M&A execution. |
| 85 | AXON Q3 2025 | 2025-11-04 | 86.36 | 91.53 | 1.72 | 18W/15L | Management exudes high confidence, raising guidance and dismissing competitive threats. |
| 86 | LITE Q1 2026 | 2025-11-04 | 86.32 | 91.54 | 1.74 | 16W/15L | Exceptional visibility with demand exceeding supply by 25-30%. |
| 87 | KVYO Q3 2025 | 2025-11-06 | 86.31 | 91.35 | 1.68 | 20W/14L | Confident execution with conservative AI guidance sets up 2026 beat. |
| 88 | TYL Q2 2025 | 2025-07-31 | 86.29 | 91.93 | 1.88 | 16W/10L | Confident execution, macro noise fading, robust pipeline supports raised guidance. |
| 89 | PLTR Q2 2025 | 2025-08-04 | 86.20 | 91.41 | 1.74 | 17W/10L | Management declares 'American Revolution' in AI with 'anomalous' growth. |
| 90 | APH Q3 2025 | 2025-10-22 | 86.18 | 91.26 | 1.69 | 18W/11L | Confident execution across all fronts; AI tailwind remains powerful. |
| 91 | VIAV Q2 2026 | 2026-01-28 | 86.18 | 91.69 | 1.84 | 16W/10L | Management exudes high confidence as AI demand drives 'amazing' turnaround. |
| 92 | CRS Q2 2026 | 2026-01-29 | 86.17 | 91.15 | 1.66 | 20W/13L | Management aggressively confirms 'accelerating' demand and pricing power. |
| 93 | MLM Q1 2026 | 2026-04-30 | 86.10 | 91.89 | 1.93 | 19W/5L | Confident with deliberate upside optionality preserved |
| 94 | MU Q3 2025 | 2025-06-25 | 85.98 | 91.43 | 1.82 | 18W/9L | Unwavering confidence backed by record execution and sold-out AI capacity. |
| 95 | MTZ Q4 2025 | 2026-02-27 | 85.96 | 91.25 | 1.76 | 16W/13L | Record backlog and 'off the charts' demand drive very bullish outlook. |
| 96 | MSFT Q1 2026 | 2025-10-29 | 85.91 | 91.08 | 1.72 | 17W/15L | Demand exceeds supply; confident capital allocation secures long-term AI dominance. |
| 97 | AHR Q1 2026 | 2026-05-08 | 85.80 | 91.71 | 1.97 | 14W/7L | Highly Confident Execution Amidst Sustained Double-Digit Growth |
| 98 | APO Q4 2025 | 2026-02-09 | 85.76 | 90.84 | 1.70 | 17W/15L | Unambiguous confidence in 2026 growth driven by diversified demand and credit quality. |
| 99 | SOCGM Q4 2025 | 2026-02-26 | 85.62 | 90.84 | 1.74 | 17W/12L | Confident visibility into 2030 with massive upside leverage in Texas. |
| 100 | JNJ Q3 2025 | 2025-10-14 | 85.56 | 91.07 | 1.84 | 18W/9L | Management declares victory over STELARA, guides 2026 growth above consensus. |
Rows 1–100 of 4,090
EarningsIQ Methodology
Not sentiment analysis. Something more rigorous.
EarningsIQ runs a competitive tournament, pitting anonymized excerpts against each other in thousands of head-to-head AI matchups to produce a calibrated bullishness ranking.
Bias Elimination
Adversarial Anonymization
Company identifiers, executive names, and ticker symbols are removed before any comparison so the model judges rhetoric, not brand recognition.
Pairwise Evaluation
Head-to-Head Tournament
Each excerpt is compared directly against another management team to ask a simpler question: who sounds more bullish on the forward path?
Adaptive Scheduling
Information-Gain Pairing
The engine prioritizes uncertain matchups first, extracting the most signal per comparison instead of sampling pairings randomly.
Probabilistic Inference
Bayesian TrueSkill Ratings
A full probability distribution is maintained for each company so both strength and uncertainty remain visible in the ranking.
Statistical Robustness
Position-Bias Debiasing
Every matchup runs in both orderings and only unanimous outcomes count, reducing the systematic bias toward the first item shown.
Risk-Adjusted Ranking
Conservative Scoring
Final standings use μ − 3σ so consistent winners outrank volatile high-beta performers with wider uncertainty bands.