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Independent
Equity
Research

Arete is a trusted source of equity research to over 250 of the world's most sophisticated tech investors.

Founded in early 2000 by leading analysts, Arete is a pioneer in independent equity research. With one of the largest teams of experienced TMT analysts, Arete covers sectors including Semiconductors, Enterprise Software and Cyber Security, Internet and e-Commerce and Telco, Cable and Media. Free from damaging conflicts of interest, Arete has been a trusted source of insight, helping over 250 of the world's leading investors to better understand companies and sectors globally.

circle playUnderstand Our Values
0+Years Providing Independent Insight
0+of the world’s most
sophisticated tech
investors
0+Global Tech Stocks Covered

Our Latest Coverage

TeraWulf Inc.Hut 8 Corp.Applied Digital Corp.Versant Media Group, Inc.Samsara Inc.Riot PlatformsCipher Digital IncIREN Ltd.TeraWulf Inc.Hut 8 Corp.Applied Digital Corp.Versant Media Group, Inc.Samsara Inc.Riot PlatformsCipher Digital IncIREN Ltd.
Chime Financial, Inc.Coupang, IncCore ScientificGenius Sports GroupSportradar Group AGSailPoint Technologies Inc.CD Projekt S.A.Ocado GroupChime Financial, Inc.Coupang, IncCore ScientificGenius Sports GroupSportradar Group AGSailPoint Technologies Inc.CD Projekt S.A.Ocado Group

Our Values

hand line iconIndependenceWe say what we truly believe, and stand by our convictions.
hand line iconExcellenceWe strive to be the best in everything we do.
hand line iconClient FocusOur clients always come first, building long term relationships of trust.
hand line iconIntegrityWe hold ourselves to ethics that we are proud of.
hand line iconTeamworkWe attract exceptional people, who work collaboratively, sharing their ideas and knowledge.
hand line iconDedicationWe are dedicated to our chosen sectors, allowing us to continually build on our sector network and expertise.
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Donut Background

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Our Products

Analytics
Thematic Research: Interpreting the rapidly changing landscape
At Arete, we go beyond stock calls. Our deep thematic research provides unique insights into the trends reshaping tech—from AI and digital ads to gaming, e-commerce, and social media. With a mix of regular thematic publications and deep-dive one-offs, we help clients interpret likely disruption and better understand the implications of what's next in the technology markets.
Analytics
Stock Specific Research
While we have extensive coverage, we pride ourselves on thematic research in a variety of research focuses. This approach leverages both quantitative and qualitative methodologies to evaluate the performance, potential, and risks associated with specific stocks. We aid investors in making informed decisions by highlighting key factors that can influence a company's stock performance.
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Arete Access
Arete's corporate access initiative, Arete Access, aims to bring together our clients and senior and mid-level corporate leaders and industry participants. Arete analysts meet with hundreds of executives and industry contacts each year, and we are constantly looking for emerging trends and themes to help shape innovative and original discussions.

In addition, our unbiased research model ensures a conflict-free approach to management access. Arete Access maintains only appropriate investor relations channels to help ensure that corporate access is only to authorised company representatives. We never pay our access contributors for their time or participation, and we prohibit the transfer of material, non-public information.

Recent Research

Analog Devices: Selective Engagement
Semiconductors
Analog Devices: Selective Engagement
30.03.2026
Internet & Digital Consumer: Monday Morning Espresso - Week 14 2026
Internet & Retail
Internet & Digital Consumer: Monday Morning Espresso - Week 14 2026
30.03.2026
RSA Conference ‘26: Chasing Shadows
Enterprise Software & Security
RSA Conference ‘26: Chasing Shadows
27.03.2026
Meta Platforms: Eye of the Hurricane
Internet & Retail
Meta Platforms: Eye of the Hurricane
26.03.2026

World Leading Equity
Insight Starts Here

World Leading
Equity Insight
Starts Here

For over 25 years, we have repeatedly been told that "no one will pay for research" or that "we would be better off just writing positive things about companies." Our thriving business is a testament to the support of our clients and the hard work of our staff to make a business model succeed in the face of fierce competition from the largest banks. We believe we earned the respect of the investment community we serve via the quality of our work. We aim for nothing less than the best research product in the market, with fiercely independent views helping clients in the investment process.