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Mar 30, 2021

What to do when an analyst is out on the numbers

In this regular article, we ask IR professionals how they would respond to a specific operational issue. This time we asked people how they would respond if one of their covering analysts was out on the numbers – a question inspired by debate around what some see as the increasing sensationalizing of research
Ross Hawley, sustainability manager at Virgin Atlantic Most IROs at some point in their job will have had analysts with significant outliers in terms of forecasts – whether on the upside or downside – and either can be equally challenging. The reasons can range from a modeling error to having a particular house stance on a technology, but there is no doubt that an aggressive view at either end attracts attention. Where it becomes most challenging is where there is an active specialist salesperson

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Garnet Roach

An award-winning journalist, Garnet Roach joined IR Magazine in October 2012, working on both the editorial and research sides of the publication. Prior to entering the world of investor relations, her freelance career covered a broad range of...

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