Stock Pitch Report

Report Guidelines

Academic Integrity, Original Work, and Use of Artificial Intelligence (AI)

Young Investors Society (YIS) is committed to maintaining the highest standards of academic integrity, fairness, and ethical conduct in all competitions.

All stock pitch reports, presentations, financial analyses, and supporting materials must represent the original work, research, and independent thinking of the participating student or team.

Third-Party Assistance: Hiring, paying, or engaging a third party, including individuals, companies, or online services, to research, write, develop, or complete competition submissions on behalf of a student or team is strictly prohibited and constitutes academic misconduct.

Use of Artificial Intelligence (AI): AI tools, including ChatGPT and other generative AI platforms, may be used to support learning, explain financial concepts, assist with preliminary research, and improve understanding of investment strategies. However, AI must not replace the student’s independent research, analysis, critical thinking, or decision-making.

Students may not use AI to generate complete stock pitch reports, investment recommendations, financial analyses, or presentations and submit them as their own original work. AI-generated information must be independently verified, and students are responsible for the accuracy and originality of all submitted materials.

Student Accountability: All participants must be able to independently explain, defend, and demonstrate an understanding of their investment thesis, financial analysis, valuation methods, and recommendations.

Violations and Consequences: Any violation of these academic integrity requirements may result in disqualification from the competition, forfeiture of awards, and/or suspension from future YIS competitions. YIS reserves the right to review submissions, request clarification, and investigate suspected violations.

The purpose of YIS competitions is to develop students’ financial knowledge, analytical abilities, and investment skills. All submissions must reflect the students’ own efforts, understanding, and intellectual contributions.

Submission Guidelines: 

In the submission email, please include Name(s), Email Address, School, and State in the body of the email. 

The Written Report must:

• Be submitted in PDF format as an attachment.

Links to Drives will not be accepted.

• Be no longer than ten (10) pages; although you may include an appendix of infinite length;
• Include the following information on the first page:
  • First Name, Last Name (Partner Name if any)
  • School, State or Territory
  • Email Address of each individual student
  • Company Name
  • Exchange or Ticker symbol
  • Sector or Industry
  • Recommendation (Buy/Sell/Hold)
  • Current price (as of __date)
  • Target price (% increase/decrease)
• Contain only publicly available information;
• Be the original work of the student;
• Be prepared from the perspective of an independent research analyst;
• To ensure the integrity and authenticity of this report, the use of artificial intelligence (AI) to generate content is strictly prohibited; all analysis and writing must be completed independently by the author.
• Include (but is not limited to) the following sections:
  • Business Description
  • Industry Overview and Competitive Positioning
  • Investment Summary
  • Valuation / Financial Analysis
  • Investment Risks
  • ESG Considerations
  • AI: How does the development of artificial intelligence (AI) impact opportunity or risk to your selected company?

• Be submitted by 11:59 pm PST on February 19, 2027 to Stockpitch2027@yis.org  NO LATE SUBMISSIONS, NO EXCEPTIONS!

We strongly encourage you to use the stock pitch report template provided on the website for your report.

PowerPoint Presentation Guidelines

Presentations must be submitted in PowerPoint or PDF format as an attachment.

Links to Drives will not be accepted.

Include the following information in your presentation slides:

• First Name, Last Name (Partner Name if any)
• School, State or Territory
• Email Address
• Company Name
• Exchange or Ticker symbol
• Sector or Industry
• Recommendation (Buy/Sell/Hold)
• Current price (as of __date)
• Target price (% increase/decrease)
• Contain only publicly available information;
• Be the original work of the student;
• Be prepared from the perspective of an independent research analyst;
• To ensure the integrity and authenticity of this report, the use of artificial intelligence (AI) to generate content is strictly prohibited; all analysis and writing must be completed independently by the author.
• Include (but is not limited to) the following sections:
  • Business Description
  • Industry Overview and Competitive Positioning
  • Investment Summary
  • Valuation / Financial Analysis
  • Investment Risks
  • ESG Considerations
  • AI: How does the development of artificial intelligence (AI) impact opportunity or risk to your selected company?

• Slides should have bullet points of key information for the viewer. Use slides as a visual for financial analysis information (pie charts, graphs, etc)
• Please submit presentation in PowerPoint or PDF format.

Keynote Slides or other formats will not be accepted. 

• Be submitted by 11:59 pm PST on February 19, 2027 NO LATE SUBMISSIONS, NO EXCEPTIONS!

YouTube Video Guidelines

All YouTube Video Links submitted must be of the student giving their presentation.

Please include the PowerPoint Presentation in the video.

YouTube Video presentation must be under 10 minutes in length. DO NOT Speed up the video!

Video editing is not a requirement and not recommended.

Be submitted by 11:59 pm PST on February 19, 2027  NO LATE SUBMISSIONS, NO EXCEPTIONS!

Submission Details

Stock Pitch Report Requirements:

• Stock Pitch Report
• PowerPoint Presentation
• YouTube Video Link

*All must be included as attachments in ONE email.

Links to Drives will not be accepted!

Please copy your partner on the email.

Please save the Stock Pitch Report file as a PDF (Last Name(s), School, State/Territory, REPORT)

Please do not set up permissions, as many judges will need access to review your documents.

Submissions that are restricted or need permissions will NOT be reviewed. 

Stock Pitch PowerPoint Presentation Requirements:

Please save the Stock Pitch Presentation as a PowerPoint file (Last Name(s), School, State/Territory, SLIDES)

Please do not set-up permissions as many judges will need access to review your documents.

Submissions that are restricted or need permissions will NOT be reviewed. 

YouTube Video Links:

Students will submit their YouTube video link in the same email as Report & Presentation.

YouTube Videos must be public or permission set to view from February to May 2026. 

Any video that cannot be viewed with the submitted link will be disqualified.

YouTube videos must be kept at 10 minutes in length for presentation. Do not speed up the video!

Stock Pitch Report, PowerPoint Presentation & YouTube Video Link must be included in ONE email.

All items (Stock Pitch Report, Presentation & YouTube Link) must be submitted by 11:59 pm PST on February 19, 2027 to Stockpitch2027@yis.org

If you have any questions about the stock pitch requirements, please email C.O.O Christine Tobin at Ctobin@yis.org