Investor days are pivotal milestones for companies to amplify their investment narratives, provide important strategic and business updates, and unveil their financial targets.
Edelman Smithfield provides customized, end-to-end Investor Day support – spanning initial planning and logistics, content development and design, speaker preparation, on-site execution, and media strategy – ensuring you have a partner with the insights and expertise to deliver a high-impact event that resonates with the Street.
Planning an upcoming investor day?
Watch the replay below from our recent Investor Day Bootcamp, where we were joined by expert panels of leading IROs, sell-side analysts, buy-side investors, and communications experts to discuss effective strategies to leverage an investor day to strengthen market positioning and drive valuation.
We also recently revealed the results of our sell-side analyst survey, which identified investor day preferences and considerations. Our research makes it clear: investor days are no longer optional, they’re essential. When done right, with a clear strategy and concrete long-term guidance, an investor day presents a unique opportunity to reset valuation.
Edelman Smithfield Investor Day Bootcamp
Top Takeaways from Our Sell-side Perception Study
Providing long-term financial targets is viewed as critical.
91% believe providing long-term guidance at an investor day is important, with 61% of respondents indicating it is “very important.”
Investor days should be held every two or three years.
74% of sell-side analysts believe companies should host an investor day every two or three years. Only 13% favor an annual cadence.
Companies should host investor days regardless of the macro environment.
95% of sell-side analysts say that companies should go ahead and host an investor day rather than wait for more clarity in the macroeconomic environment. The more important consideration is whether the company is prepared to provide an update on its go-forward strategy and vision.
Investor days present opportunities to reset valuation.
67% believe companies can reset their valuation at an investor day, highlighting how these events can serve as a catalyst to change investor perceptions.
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