DATA-DRIVEN COMPANY ANALYSIS

How Next Stock® Analysis Works

How Next Stock® Analysis Works

How Next Stock® Analysis Works

Next Stock® follows company earnings reports and public financial disclosures, organizes relevant information, and applies proprietary analysis to help investors explore company performance and reported financial trends.

Next Stock® follows company earnings reports and public financial disclosures, organizes relevant information, and applies proprietary analysis to help investors explore company performance and reported financial trends.

Company disclosures

Structured data

Next Stock analysis

Research insights

FROM DISCLOSURE TO INSIGHT

A disciplined process built around reported information

We follow company reporting

We monitor earnings releases, investor-relations updates, financial statements, annual reports, quarterly reports, and other relevant public company disclosures.

We collect relevant data

We review information available from company investor-relations websites, official news releases, financial filings, and other public sources relevant to the companies we track.

We structure it for comparison

Relevant reported information is organized to support consistent review across reporting periods and companies.

Our platform analyzes the data

Next Stock® applies proprietary analytical processes to identify relevant financial trends and present research insights in a more accessible format.

Next Stock® applies proprietary analytical processes to identify relevant financial trends and present research insights in a more accessible format.

Next Stock® does not publish proprietary formulas, factor weights, scoring thresholds, or internal analytical rules.

Next Stock® does not publish proprietary formulas, factor weights, scoring thresholds, or internal analytical rules.

ANALYTICAL APPROACH

Recent reporting matters most

We maintain historical company data from the time Next Stock® begins following a company. Historical information provides important context, while our analysis generally places greater emphasis on financial results and reported trends from the most recent two years. This approach is designed to reflect a company’s current operating performance and direction without ignoring the longer-term record.

We maintain historical company data from the time Next Stock® begins following a company. Historical information provides important context, while our analysis generally places greater emphasis on financial results and reported trends from the most recent two years. This approach is designed to reflect a company’s current operating performance and direction without ignoring the longer-term record.

Historical context

Maintained from the time coverage begins

Most recent reporting

Generally receives greater analytical emphasis

SOURCE TRANSPARENCY

Research grounded in public company disclosures

Earnings releases

Quarterly financial reports

Annual reports

Financial statements

Investor-relations updates

Official company disclosures

Availability, reporting frequency, fiscal calendars, and disclosure formats vary by company. Information may be updated, corrected, reclassified, or supplemented as companies release new reports.

HISTORICAL COMPARISON

Historical Rating Comparison

Next Stock® periodically reviews its ratings as new company reporting becomes available. The tables below show historical comparison results by reporting period for U.S. and Canadian companies followed by Next Stock®. This information is provided to describe the platform’s internal historical review record and is not a forecast, guarantee, or recommendation to buy or sell any security.

Next Stock® periodically reviews its ratings as new company reporting becomes available. The tables below show historical comparison results by reporting period for U.S. and Canadian companies followed by Next Stock®. This information is provided to describe the platform’s internal historical review record and is not a forecast, guarantee, or recommendation to buy or sell any security.

What these results mean

Rating Range means the later review did not move to the opposite end of the scale. For example, Buy did not change to Sell, and Sell did not change to Buy. A one-step change—from Buy to Hold or from Hold to Sell—remains within the rating range.

Exact Rating means the later review matched the earlier rating exactly. Buy remained Buy, Hold remained Hold, or Sell remained Sell.

Current reporting cutoff: Q2 2026 — quarter ended June 30, 2026

Next planned update: after Q3 2026 results are available — quarter ended September 30, 2026

Coverage: U.S. and Canadian companies followed by Next Stock®

Results are updated after each completed reporting period as data becomes available

Rating Range

Summary by reporting year

Reporting year

U.S. Rating Range

Canada Rating Range

Combined average

Overall

—

—

93%

2025

91%

93%

92%

2024

92%

99%

95%

2023

88%

96%

92%

Rating Range by reporting period

Original reporting period

U.S. Rating Range

Canada Rating Range

Q2 2026 — quarter ended June 30, 2026

Q2 2026 — quarter ended June 30, 2026

U.S. Rating Range

88%

88%

Canada Rating Range

92%

92%

Q1 2026 — quarter ended March 31, 2026

Q1 2026 — quarter ended March 31, 2026

U.S. Rating Range

92%

92%

Canada Rating Range

93%

93%

Q4 2025 — quarter ended December 31, 2025

Q4 2025 — quarter ended December 31, 2025

U.S. Rating Range

92%

92%

Canada Rating Range

90%

90%

Q3 2025 — quarter ended September 30, 2025

Q3 2025 — quarter ended September 30, 2025

U.S. Rating Range

88%

88%

Canada Rating Range

96%

96%

Q2 2025 — quarter ended June 30, 2025

Q2 2025 — quarter ended June 30, 2025

U.S. Rating Range

95%

95%

Canada Rating Range

91%

91%

Q1 2025 — quarter ended March 31, 2025

Q1 2025 — quarter ended March 31, 2025

U.S. Rating Range

90%

90%

Canada Rating Range

96%

96%

Q4 2024 — quarter ended December 31, 2024

Q4 2024 — quarter ended December 31, 2024

U.S. Rating Range

90%

90%

Canada Rating Range

99%

99%

Q3 2024 — quarter ended September 30, 2024

Q3 2024 — quarter ended September 30, 2024

U.S. Rating Range

94%

94%

Canada Rating Range

97%

97%

Q2 2024 — quarter ended June 30, 2024

Q2 2024 — quarter ended June 30, 2024

U.S. Rating Range

94%

94%

Canada Rating Range

98%

98%

Q1 2024 — quarter ended March 31, 2024

Q1 2024 — quarter ended March 31, 2024

U.S. Rating Range

91%

91%

Canada Rating Range

100%

100%

Q4 2023 — quarter ended December 31, 2023

Q4 2023 — quarter ended December 31, 2023

U.S. Rating Range

93%

93%

Canada Rating Range

97%

97%

Q3 2023 — quarter ended September 30, 2023

Q3 2023 — quarter ended September 30, 2023

U.S. Rating Range

84%

84%

Canada Rating Range

99%

99%

Q2 2023 — quarter ended June 30, 2023

Q2 2023 — quarter ended June 30, 2023

U.S. Rating Range

88%

88%

Canada Rating Range

95%

95%

Q1 2023 — quarter ended March 31, 2023

Q1 2023 — quarter ended March 31, 2023

U.S. Rating Range

86%

86%

Canada Rating Range

91%

91%

Q4 2022 — quarter ended December 31, 2022

Q4 2022 — quarter ended December 31, 2022

U.S. Rating Range

73%

73%

Canada Rating Range

84%

84%

Exact Rating

Exact Rating summary

Reporting year

U.S. Exact Rating

Canada Exact Rating

Combined average

2025

55%

57%

56%

Exact Rating by reporting period

Original reporting period

U.S. Exact Rating

Canada Exact Rating

Q2 2026 — quarter ended June 30, 2026

54%

56%

Q1 2026 — quarter ended March 31, 2026

56%

59%

Q4 2025 — quarter ended December 31, 2025

57%

53%

Q3 2025 — quarter ended September 30, 2025

48%

60%

Q2 2025 — quarter ended June 30, 2025

61%

61%

Q1 2025 — quarter ended March 31, 2025

54%

53%

Research information, not personalized investment advice

Next Stock® provides informational research tools intended to help users explore public company information and reported financial trends. Content on Next Stock® is not personalized investment advice and is not a recommendation, offer, or solicitation to buy or sell any security. Historical comparisons reflect Next Stock®’s internal process and available information at the relevant time. They may be updated if company disclosures are amended or restated, data is corrected, a classification framework is refined, or additional information becomes available. Past information and historical comparisons do not predict, guarantee, or assure future results.

  • Results are internally calculated and not independently audited unless expressly stated otherwise.

  • Review timing may vary depending on reporting schedules and data availability.

  • Rating Range is not a guarantee that any investment decision or market outcome was correct.

  • Exact Rating is a historical comparison of internal rating consistency and is not investment performance.

  • Reporting periods and disclosure timing vary by company.

  • Nothing on this page is personalized financial, investment, legal, accounting, or tax advice.

Join a Thriving Community

310,000 YouTube views

9,200+ subscribers

Sign up for a FREE 30-day trial and discover how
Next Stock® can help you make smarter stock investment decisions.

Join a Thriving Community

310,000 YouTube views

9,200+ subscribers

Sign up for a FREE 30-day trial and discover how
Next Stock® can help you make smarter stock investment decisions.

Join a Thriving Community

310,000 YouTube views

9,200+ subscribers

Sign up for a FREE 30-day trial and discover how
Next Stock® can help you make smarter stock investment decisions.