Investor days are pivotal milestones for companies to amplify their investment narratives, provide important strategic and business updates, and unveil their financial targets. Our recent survey of sell-side analysts makes it clear: investor days are no longer optional, they’re essential. These forums present a rare opportunity to reset valuation, strengthen credibility and showcase leadership depth. When done right, with a clear strategy and concrete long-term guidance, an investor day can transform how the market perceives a company’s future.
Join us for our Investor Day Bootcamp on October 9th, where we’ll explore these findings and outline effective strategies to leverage an investor day to strengthen market positioning and drive valuation.
Register here for the virtual webcast. In NYC and interested in joining in-person? Reach out to investorrelations@edelmansmithfield.com
Top takeaways
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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