Using AI for Stock Analysis
The AI Research Assistant can analyze any stock in depth—from quick overviews to comprehensive 100-point analysis. This guide shows you how to get the most valuable insights for your investment research.Quick Stock Overview
Start with a broad overview to understand a company: Try asking:“Give me an overview of NVDA”
“What does CrowdStrike do and how do they make money?”
“Tell me about Microsoft in 2 minutes”The AI will provide:
- What the company does
- Key business segments
- Recent performance highlights
- Important metrics at a glance
Financial Analysis
Dig into the numbers that matter.Profitability
“What are Apple’s profit margins?”
“How has Tesla’s gross margin changed over the last 3 years?”
“Compare Amazon and Walmart on operating margins”The AI can pull current and historical data on gross margin, operating margin, net margin, and explain trends.
Growth
“What’s Nvidia’s revenue growth rate?”
“How fast is Microsoft’s cloud business growing?”
“Compare Meta and Google on earnings growth”Get insights on revenue growth, earnings growth, and segment-level growth for companies with multiple business lines.
Balance Sheet Health
“Is Netflix’s balance sheet healthy?”
“How much debt does AT&T have?”
“What’s Apple’s cash position?”Understand a company’s financial stability through debt levels, cash reserves, debt-to-equity ratios, and interest coverage.
Cash Flow
“What’s Amazon’s free cash flow?”
“Is Salesforce generating positive cash flow?”
“How does Apple use its cash flow?”Cash flow often tells a different story than earnings—the AI can help you understand it.
Valuation Analysis
Understand whether a stock might be cheap or expensive.Basic Valuation
“Is Apple expensive right now?”
“What’s Tesla’s P/E ratio?”
“How does Nvidia’s valuation compare to AMD?”
Historical Context
“How does Amazon’s P/E compare to its 5-year average?”
“Is Disney trading at a premium or discount to historical valuations?”
Relative Valuation
“Compare the big tech stocks on valuation metrics”
“Which semiconductor stock is the cheapest on EV/EBITDA?”The AI can compare companies on P/E, P/S, EV/EBITDA, PEG ratio, and other metrics.
Bull and Bear Analysis
Get balanced perspectives on any stock.Both Sides
“What’s the bull and bear case for Tesla?”
“Give me the arguments for and against owning Meta”The AI will present:
- Bull case: Why investors might be optimistic
- Bear case: Risks and concerns
- Key factors to watch
Just the Risks
“What are the biggest risks for Nvidia?”
“What could go wrong with Apple?”
“What are bears saying about Amazon?”
Just the Opportunities
“What’s the bull case for this stock?”
“What catalysts could drive the price higher?”
Analyst Perspectives
See what Wall Street thinks.“What do analysts think about Apple?”
“What’s the analyst price target for Tesla?”
“How have analyst ratings changed for Netflix recently?”The AI can show you:
- Consensus rating (buy/hold/sell)
- Average price target
- Range of price targets
- Recent rating changes
Earnings Analysis
Understand recent and upcoming earnings.Last Earnings
“How did Nvidia’s last earnings report go?”
“Did Apple beat or miss expectations?”
“Summarize Amazon’s most recent quarter”
Earnings History
“Has Tesla beaten estimates consistently?”
“Show me Microsoft’s earnings surprises over the last year”
Upcoming Earnings
“When does Apple report next?”
“What are expectations for Google’s next earnings?”
Competitive Analysis
Compare companies against their peers.“How does Costco compare to Walmart and Target?”
“Compare the major cloud providers: AWS, Azure, and Google Cloud”
“Who are Nvidia’s main competitors and how do they stack up?”Great for understanding industry dynamics and relative positioning.
Deep Research Mode (Pro)
For comprehensive analysis, use Deep Research Mode. This runs 100+ analysis steps and delivers a detailed report in about 60 seconds. How to activate:“Deep research on AAPL”
“Give me a comprehensive analysis of Tesla”
“Run full analysis on Microsoft”What Deep Research covers:
- Company Overview — Business model, segments, competitive position
- Financial Analysis — Revenue, profitability, balance sheet, cash flow
- Valuation — Multiple metrics with historical context
- Technical Analysis — Price trends, support/resistance, momentum
- Sentiment — Analyst ratings, recent rating changes
- Ownership — Institutional holdings, insider activity
- News & Events — Recent developments, upcoming catalysts
- Bull/Bear Summary — Balanced perspective
Advisor Lenses
Analyze stocks through different investment philosophies:Value Lens
“Analyze Apple from a value investing perspective”
“Would Warren Buffett like this stock?”Focuses on intrinsic value, margin of safety, and fundamentals.
Growth Lens
“What would a growth investor think about Shopify?”
“Analyze Tesla through a growth lens”Focuses on revenue growth, market expansion, and scalability.
Quality Lens
“How does Microsoft score on quality metrics?”
“Is this a high-quality business?”Focuses on profitability, returns on capital, and competitive moats.
Momentum Lens
“What’s the momentum picture for Nvidia?”
“Analyze this stock from a technical perspective”Focuses on price trends, relative strength, and technical factors.
Building a Research Workflow
Here’s a recommended sequence for thorough analysis:Step 1: Overview (2 minutes)
“Give me a quick overview of [TICKER]”Understand the business basics.
Step 2: Financials (5 minutes)
“Walk me through [TICKER]‘s financial health—profitability, growth, and balance sheet”Get the fundamental picture.
Step 3: Valuation (3 minutes)
“How is [TICKER] valued compared to its history and competitors?”Understand if the price makes sense.
Step 4: Bull/Bear (3 minutes)
“What are the main arguments for and against [TICKER]?”Get both perspectives.
Step 5: Deep Dive (optional)
“Deep research on [TICKER]”Get the comprehensive view.
Example Research Session
Here’s how a full research session might look: You: Give me an overview of NVDA AI: [Provides company overview, business segments, recent performance] You: How have their margins trended? AI: [Shows margin data and trends] You: How does their valuation compare to AMD and Intel? AI: [Comparative valuation table] You: What are the bull and bear cases? AI: [Balanced analysis of opportunities and risks] You: Deep research on NVDA AI: [Comprehensive 100-point analysis] Each follow-up builds on the previous context, creating a thorough research picture.Important: Rallies.ai provides investment research and analysis, not recommendations. The AI cannot tell you to buy or sell—that decision is always yours. Learn more about AI limitations →