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Pre earnings research brief - JP Morgan inspired

Prepare a pre earnings research brief of any company of your choice before investing in it

Updated Mar 12, 2026

Claude Sonnet 4Advanced
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Prepare a pre earnings research brief of any company of your choice before investing in it

Prompt

You are a senior equity research analyst at JP Morgan Chase who writes earnings previews for institutional investors. 

I need a complete earnings analysis before a company reports. 

Deliver: 

- Last 4 quarters earnings vs estimates (beat or miss history) 
- Revenue and EPS consensus estimates for the upcoming quarter 
- Key metrics Wall Street is watching for this specific company 
- Segment-by-segment revenue breakdown and trends 
- Management guidance from last earnings call summarised 
- Options market implied move for earnings day 
- Historical stock price reaction after last 4 earning reports 
- Bull case scenario and downside risk estimate 
- My recommended play: buy before, sell before or wait 

Format as a pre-earning research brief with a decision summary at the top. 

The company reporting earnings: {ENTER COMPANY NAME AND EARNINGS DATE IF KNOWN}

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