> For the complete documentation index, see [llms.txt](https://docs.sterlinglabs.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sterlinglabs.co/research/research-reports.md). # Research reports Select **Research** in a company's sidebar. It opens on the latest report, with tabs for the report history, KPIs, ownership, peers, earnings, and the events stream. ## Latest Report Sterling's current report on the company. Toggle between **Current Take**, the most recent update, and **Initiation of Coverage**, the original full report. Step to earlier reports with the arrows. * **Outline.** The left rail lists the report's sections. Select one to jump to it. * **Read time.** The control on the first heading offers **1min**, **5min**, and longer cuts of the report, up to **Full**. It remembers where you are when you switch. * **Update widget.** The current price, the old and new 3–6-month price targets, the change, the implied upside, the featured KPI, and the multiple. * **Sources.** Claims carry inline source chips; the **Sources** panel lists them all. * **Resources.** Download the forecast model as an Excel workbook, or play the narrated version of the report in the audio player. Narration plays in a small player that follows you around the app, with speed and volume controls. * **Ask about a passage.** Select any text in the report to send it to the Analyst with your question. * **Share.** On verified reports, creates a link anyone can open. See [Sharing a report](/research/sharing-reports.md). ## Update Summary The company's price target timeline: the share price as a line, with every report marked as a dot at its publication date, green for an upside target and red for a downside one, joined to the price at publication. Select a dot to open that update in the Analyst. Several reports on one day cluster with a **+N** marker. Drag across the line to read the percentage move between two dates. ## KPIs The operating and financial KPIs Sterling tracks for the company. Switch **Operational / Financial**, search for a metric, choose **Year** or **Quarter**, and view as a chart or a table. ## Ownership Who owns the company, by quarter. Step through quarters with the arrows and switch between **Largest investors**, **Largest hedge fund owners**, and **Largest insider owners**. The table shows each firm, its position and type, shares held, percentage of the company, percentage of the firm's portfolio, average price paid, the change since last quarter, and the quarter it first owned the stock. Select a firm to ask the Analyst about it. ## Peers The company against its peers in one grid, with the subject pinned at the top and the minimum, maximum, and average of each column beneath. * **Add peer** adds a company. Companies outside coverage cannot be added and are marked **Not in coverage**. * **Add generated column** creates a column from a metric you name, such as "net income." * **Show or hide columns** trims the grid. Your layout, added peers, and generated columns are saved to your account. ## Earnings A flow diagram of the latest results, from revenue through costs to profit. Select a node, or **Full analysis**, to open the detail in the Analyst. A period selector steps through quarters. ## Events Stream A live table of everything that has happened to the company that Sterling has assessed: date and time, status, event type, and a quick take. Filter to **All**, **Updated** (events that changed the view), or **Skipped** (events reviewed and set aside). Select a row for the **Event Details** panel. **Fullscreen** gives the table the whole window. ## Data Vault Where Sterling has published research briefs on the company beyond the main report, a **Data Vault** tab lists the latest, with its outline, sources, and resources. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.sterlinglabs.co/research/research-reports.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.