Technology Benchmarking & Industry Analysts · Agency & Consultancy
Melius Research
Independent equity research and analytics for institutional clients.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Melius Research LLC
- Entity type
- COMPANY
- Founded
- 2017
- Headquarters
- United States
- Company size
- 10–49
- Market cluster / sector
- Technology Benchmarking & Industry Analysts
- Market role
- Agency & Consultancy
- Official website
- meliusresearch.com
What Melius Research does
The company operates a boutique B2B information-services model. It produces proprietary research and analytics, packages that intellectual output into subscription products, and supplements it with retained consulting-style engagements for clients requiring deeper sector analysis, alternative data interpretation or strategic support. Value is created by converting analyst expertise and data analysis into decision-useful intelligence for professional investors and corporate teams.
Category differentiation
Melius Research is an independent institutional research and analytics firm, not a consumer finance app or a general advertising technology vendor. It competes more directly with investment research and financial intelligence providers than with retail investment platforms.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Melius Research LLC is a private US-based investment research and analytics firm founded in 2017. The company provides independent equity research, alternative-data-driven analytics and consulting services to institutional investors, asset managers, hedge funds and corporate strategy teams. Its core offer centres on sector analysis, thematic research and company-level insight across areas including industrials, technology and consumer markets. The firm generates revenue through recurring subscriptions to research products and retained client engagements for analytics and advisory work. Its customers are businesses rather than consumers, and its model is built around specialist analyst expertise, proprietary research workflows and differentiated data interpretation rather than mass-market software distribution.
Company news briefing
Briefing updated:
Melius Research continues to evaluate Apple's fiscal performance alongside other major broker notes, weighing supply-chain prioritisation for artificial intelligence against long-term device and services catalysts. Additionally, Melius analyst Ben Reitzes issued a bullish buy rating on Intel with a $165 price target, citing potential foundry agreements with Apple, Tesla, and hyperscalers that could drive significant upside over the next two years.
Business model & monetisation
Melius Research monetises through recurring subscription access to its fundamental research and through service-fee engagements for analytics and advisory support. The research portal supports ongoing paid access to reports and insights, while bespoke data analytics and retained consulting are sold as premium, relationship-led services. Its commercial model is not ad-supported and is not based on transactional marketplace fees.
- Fundamental research subscriptions
- Content Subscription
- Data analytics engagements
- Service Fee
- Consulting and retained advisory work
- Service Fee
Products & capabilities
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Competitors & alternatives
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Private markets data and analytics platform for institutional professionals.
Independent TMT research and advisory for institutional investors.
Institutional equity research and global cash equities brokerage firm.
Independent investment bank advising on M&A, financing and equity research.
B2B financial, commodity and mobility data analytics provider.
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Apple's iPhone Duo Shows Strong Preorder Demand, Boosts Growth Outlook
Earnings Report · Recorded impact score: 2/5
Apple's first foldable device, the iPhone Duo, is showing extremely strong early demand following its preorder launch, validating Jim Cramer's bullish prediction. Morgan Stanley reports record global preorder lead times, with the earliest delivery dates for some models more than three months out, the longest in the last 10 years. This demand is seen as a key catalyst for Apple's growth, with Melius Research estimating over 15 million units could be sold in fiscal 2027, generating roughly $40 billion in revenue. The analyst notes that the strong Duo demand may also help iPhone 18 sales. Apple's stock has surpassed a $5 trillion market cap for the first time, and the company is expected to report earnings on November 2.
- Apple's iPhone Duo preorders started Friday, with strong demand indicated by long shipping delays.
- Morgan Stanley reported the global 14-week average preorder lead time is a record, the longest of any iPhone model in 10 years.
Intel could hit $200 per share in two years, says Melius analyst
Financials · Recorded impact score: 4/5
Melius Research analyst Ben Reitzes has set a buy rating on Intel with a $165 price target, implying about 70% upside from the previous close, but sees the stock reaching as high as $200 per share within two years. Reitzes bases his bullish outlook on potential foundry agreements with Apple, Tesla, and another hyperscaler, and strong server CPU pricing and AI PC mix that could drive product earnings above $4. He also notes a Reuters report that Intel is considering a deal to help SK Hynix manufacture memory chips in the U.S., potentially leasing part of its Ohio facility. Intel shares have gained roughly 300% over the past 12 months, and the stock was up more than 4% on the day. The analyst's view contrasts with consensus, as only 15 of 50 analysts rate it a buy.
- Melius Research has a buy rating on Intel with a $165 price target, implying ~70% upside.
- Analyst Ben Reitzes sees Intel trading as high as $200 per share in the next two years.
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Questions about Melius Research
What is Melius Research?
Melius Research is a private US firm that provides independent equity research, data analytics and consulting to institutional clients.
Who uses Melius Research?
Its users are institutional investors, asset managers, hedge funds, corporate executives and strategy teams that need sector and company intelligence.
How does Melius Research make money?
It earns revenue from recurring research subscriptions and service-fee engagements for analytics and consulting work.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
2 publicly documented primary sources and citations linked across the market graph.
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