> ## Documentation Index > Fetch the complete documentation index at: https://support.rallies.ai/llms.txt > Use this file to discover all available pages before exploring further. # Using AI for Stock Analysis > Learn how to use Rallies AI for comprehensive stock analysis. Get financial data, valuation insights, bull/bear cases, and deep research on any company. # 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 This is a great starting point before diving deeper. ## 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:** 1. **Company Overview** — Business model, segments, competitive position 2. **Financial Analysis** — Revenue, profitability, balance sheet, cash flow 3. **Valuation** — Multiple metrics with historical context 4. **Technical Analysis** — Price trends, support/resistance, momentum 5. **Sentiment** — Analyst ratings, recent rating changes 6. **Ownership** — Institutional holdings, insider activity 7. **News & Events** — Recent developments, upcoming catalysts 8. **Bull/Bear Summary** — Balanced perspective Deep Research is available to Pro subscribers. [Upgrade to Pro →](/billing/upgrade) ## 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 →](/ai-assistant/limitations) *** ## Frequently Asked Questions ### Can the AI tell me if a stock is a good buy? No. The AI provides data, analysis, and multiple perspectives, but it cannot give personalized buy/sell recommendations. You make the final decision based on your own research and circumstances. ### How current is the financial data? Financial statements update when companies report (typically quarterly). Market data is real-time for Pro users and 15-minute delayed for free users. The AI will note if data might be outdated. ### Can I analyze stocks from other countries? Yes, for many international stocks, though coverage varies. US stocks have the most comprehensive data. ### What's the difference between asking the AI and using the stock page? The stock page shows data in a structured format. The AI can explain, compare, contextualize, and answer specific questions about that data. Use both for the most complete picture. *** ## Related Articles * [What Can I Ask the AI?](/ai-assistant/what-to-ask) * [Getting Better Answers: Prompt Tips](/ai-assistant/prompt-tips) * [Deep Research Mode](/ai-assistant/deep-research) * [Understanding AI Limitations](/ai-assistant/limitations)