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Stephens equity research reports are compiled by our research analysts – independent industry experts who consider the perspective of an investor as well as an intermediary.

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Report Title PDF Companies Publish Date
2Q20 Data Preview: Buy AVLR/FICO/EXPGY Into Print; Long CSGP; EFX Wait-And-... PDF 07/14/2020
Afternoon Research Summary PDF 07/14/2020
Bank Readthroughs 2Q20: Comfortable With Our Reserves; Auto Better Than Mod... PDF 07/14/2020
Cal-Maine Foods, Inc. (CALM): Conference Call With Cal-Maine CFO Max Bowman... PDF 07/14/2020
First Look at KRUS F3Q20 Results PDF KRUS 07/14/2020
First Look: FRC 2Q20 Results PDF FRC 07/14/2020
First Look: IVC Pre-Announces Preliminary 2Q20 Revenue Results PDF IVC 07/14/2020
First Look: Solid Addition to the Promising Home Services Segment PDF QNST 07/14/2020
Growth and Credit Profile Standout in 2Q20; Remain OW PDF FRC 07/14/2020
JPM 2Q20: Implications For V, MA, PYPL, GPN, FIS, FISV, QTWO, FICO, EFX, EX... PDF 07/14/2020
Mid-Day Research Summary PDF 07/14/2020
Midwest Banks: Updating Estimates and Thoughts on Group Ahead of 2Q20 Earni... PDF 07/14/2020
Morning Research Summary PDF 07/14/2020
Neogen F4Q20 Preview PDF NEOG 07/14/2020
NJ June Gaming Data Released - Positive Data Points for DKNG PDF DKNG 07/14/2020
Weekly Commodity Monitor (7/14/20) PDF 07/14/2020
2Q20 Paper & Wood Preview PDF 07/13/2020
Afternoon Research Summary PDF 07/13/2020
Distressed Debt Tracker Confirms Widespread Credit Deterioration PDF 07/13/2020
Feedback From Our Initiation + Early Thoughts on NJ Standalone Casino App PDF DKNG 07/13/2020
Full-Service Dining 2Q Preview and Industry Analysis; DENN Going From OW to... PDF 07/13/2020
HCA 2Q20 Flash Preview; Adjusting Estimates Based on Recent Trends; Maintai... PDF HCA 07/13/2020
LHCG Reopens CFO Search After Recently Named Incoming CFO Withdraws Appoint... PDF LHCG 07/13/2020
Making UMBF Our Best Idea PDF UMBF 07/13/2020
Mid-Day Research Summary PDF 07/13/2020
Morning Research Summary PDF 07/13/2020
Restaurant Weekly: 7/13 PDF 07/13/2020
SCOTUS Leaves the Pending ACA Case Off New Hearing Schedule for October PDF 07/13/2020
Stephens Monthly Rail Update – July 2020 PDF 07/13/2020
Stephens Multi-Modal Transportation Plane Trip | September 1-3, 2020 PDF 07/13/2020
Updating Ests Ahead of Earnings For a Few Western Banks PDF 07/13/2020
2Q20 PS&W Monitor; Revising Estimates; Maintain PT & Rating PDF MUSA 07/10/2020
Afternoon Research Summary PDF 07/10/2020
Afternoon Research Summary PDF 07/10/2020
Calendar 2Q20 Grocery & C-Store Earnings Preview PDF 07/10/2020
First Look at Sizable Fiscal 3Q20 Adj. EPS Beat PDF GBX 07/10/2020
First Look: FAF June Title Orders Another Positive Read; Purchase +5% YOY PDF FAF 07/10/2020
Fiscal 3Q20 Recap: Sizable EPS Beat; Order / Backlog Pressure Likely to Per... PDF GBX 07/10/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 07/10/2020
Hertz Car Prices Decline Another 80bps Wk/Wk, Remain 7% Discount To Dealers... PDF 07/10/2020
Implies -38c EPS Floor For 2Q20, Following Comments on DFAST/Capital Return... PDF SC 07/10/2020
Industrial Products and Services Coverage Update PDF 07/10/2020
Mid-Day Research Summary PDF 07/10/2020
Morning Research Summary PDF 07/10/2020
Robust Recovery Drives Estimates Well-Above Consensus; Raising PT to $33; O... PDF CWH 07/10/2020
Southeast and West Coast Bank Coverage Update PDF 07/10/2020
Stephens Weekly Rail Update (Ended 7/4/20) PDF 07/10/2020
Takeaways From Our CPaaS Expert Conference Call PDF 07/10/2020
Two More Cuts This Week To Online Rates: Deposit Rate Tracker PDF 07/10/2020
Unit Sales Fall (33.4%) in 2Q; June SAAR 13.1 Mil. vs. May 12.2 and April 8... PDF 07/10/2020
Weekly Fuel Report (7/10/20) PDF 07/10/2020
Westlake CFO Expert Call On July & 2Q Auto Lending Trends: August 3 @ 1... PDF 07/10/2020
WFC Mortgage Stds/Biden's Gov't Bureau Impact: EFX Most, EXPGY Some, FICO L... PDF 07/10/2020
2Q20 Preview: Middle Innings of the Reserve Build PDF 07/09/2020
2Q20 Preview: TL Stocks Preparing For Summit Push As Cycle Inflects PDF 07/09/2020
Afternoon Research Summary PDF 07/09/2020
America's Car-Mart: CEO & CFO Conference Call On July 16: Please Regist... PDF 07/09/2020
Are Smaller Commercial Loans Good or Bad in the Current Environment? PDF 07/09/2020
Calendar 2Q20 Protein Earnings Preview PDF 07/09/2020
Dropping Annual EPS Slightly By 1c On 2Q20 Activity Update PDF AL 07/09/2020
Expecting a 2Q20 Adj. EPS Beat; Business Recovering Nicely From April Troug... PDF HUBG 07/09/2020
First Look: CVLG Sells Factoring Business PDF CVLG 07/09/2020
First Look: Pre-Announces Big 2Q Beat PDF MATX 07/09/2020
First Look: Strong 2Q20 Update (Production Beat + Expense & Capex Lower... PDF NBL 07/09/2020
Initiating Coverage: Food That's Good for You PDF 07/09/2020
Mid-Day Research Summary PDF 07/09/2020
Model Maintenance: FCFS TP Change From $61 to $59 PDF FCFS 07/09/2020
Model Maintenance: SC Target Price Change From $17 to $22 PDF SC 07/09/2020
Morning Research Summary PDF 07/09/2020
Opploans Call Takeaways: Demand Returning To 75% Normal, Good 2020/2021 Out... PDF 07/09/2020
UNH 2Q20 Flash Preview; Raising Estimates on Depressed Medical Cost Trends PDF UNH 07/09/2020
2Q Deposit Rate Offerings - Who's Been Most Aggressive Cutting Costs PDF 07/08/2020
2Q LTL Preview: Largely Anticipating Meets/Beats vs. Expectations PDF 07/08/2020
2Q20 Quarterly Grain Earnings Preview PDF 07/08/2020
A Step Closer To Commercialization PDF GKOS 07/08/2020
Afternoon Research Summary PDF 07/08/2020
Details on West Coast Hires Emerge - Quick Thoughts PDF SBNY 07/08/2020
Expecting a Relatively In-line 2Q20 & Tough IM Comps Ahead; LT Story on... PDF JBHT 07/08/2020
FICO 3QFY20 Preview: Buyers Into Quarter B/c See Housing-Driven Scores Rev ... PDF FICO 07/08/2020
Increasing 12-Month Price Target: A New Market Opportunity Comes Into Focus... PDF STAA 07/08/2020
June Used Car Prices Up 6% Y/Y In Impressive Turnaround, Volumes Down 12% Y... PDF 07/08/2020
Mid-Day Research Summary PDF 07/08/2020
Morning Research Summary PDF 07/08/2020
Poultry and Egg Industry Market Update PDF 07/08/2020
Quick Transition From DFAST to 2Q20 Earnings: No Rest for the Weary PDF 07/08/2020
Rail 2Q20 Preview: After Volumes Bottom, Focus Shifts to Pace of the Recove... PDF 07/08/2020
That Big Class Action Suit Still Lurks in the Shadows + A New One Emerges PDF 07/08/2020
AER 2Q Portfolio Update: Adjusting EPS Estimates Slightly PDF AER 07/07/2020
Afternoon Research Summary PDF 07/07/2020
First Look at Positive 2Q Pre-Announcement PDF LVGO 07/07/2020
First Look: No to Bid; Guidance Raised in '20 + New Multi-Year Guide PDF CLGX 07/07/2020
Hertz Car Prices Drop 30bps Wk/Wk, 6% Discount To Traditional Dealerships PDF 07/07/2020
Initiating Equal-Weight; Credit Overhang Likely to Persist and Limit Upside... PDF MOFG 07/07/2020
Laying Out the Bull vs. Bear Debate: We Like the Risk / Reward PDF WAB 07/07/2020
Lifting Ests Well Above Consensus; Acquisition Pace Steps Up; PT to $175 PDF LAD 07/07/2020
Long-Term Growth & Margin Expansion; Initiating Coverage with EW Rating... PDF AZEK 07/07/2020
Mid-Day Research Summary PDF 07/07/2020
Morning Research Summary PDF 07/07/2020
Profitable Ohio-Focused Commercial Bank; Initiating OW With an $19 PT PDF CIVB 07/07/2020
Raising Ests; Dramatic Recovery in May-June; Park Place Acquisition Re-Do; ... PDF ABG 07/07/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 7/7 PDF 07/07/2020
Weekly Commodity Monitor (7/7/20) PDF 07/07/2020
2Q20 Themes and Trading Calls: Positive NAVI, Auto; Pair SYF/ADS PDF 07/06/2020
Afternoon Research Summary PDF 07/06/2020
Expert Call On 2Q20 Subprime Lending Trends WIth Opploans CEO/CFO: July 8 PDF 07/06/2020
EXPGY Model Update: Good Position/Less Cyclical Now Vs ‘08 But Built ... PDF EXPGY 07/06/2020
First Look: COO Announces the Retirement and Succession of Dr. Auerbach PDF COO 07/06/2020
First Look: STAA Appoints New CFO PDF STAA 07/06/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 07/06/2020
Initiating Coverage With an Equal-Weight Rating and $150 Target PDF IQV 07/06/2020
Initiating Coverage With an Equal-Weight Rating and $75 Target Price PDF CERN 07/06/2020
Initiating Coverage With an Overweight Rating and $250 Target Price PDF TDOC 07/06/2020
Initiating Coverage With an Overweight Rating and $290 Target Price PDF VEEV 07/06/2020
Initiating Coverage With an Overweight Rating and $90 Target PDF OMCL 07/06/2020
Initiating Coverage With an Overweight Rating and $95 Target Price PDF LVGO 07/06/2020
Initiation of Healthcare IT Industry PDF 07/06/2020
June Preliminary Class 8 Orders PDF 07/06/2020
Mid-Day Research Summary PDF 07/06/2020
Morning Research Summary PDF 07/06/2020
NBHC to Consolidate 12 Offices; Adjusting Forecasts PDF NBHC 07/06/2020
Railcars in Storage: July Report PDF 07/06/2020
Restaurant Weekly: 7/6 PDF 07/06/2020
Sallie Mae's Online Deposit Rates Now Below 1.00%: Deposit Rate Tracker PDF 07/06/2020
Survey Results: Bankers Share Their Updated Views PDF 07/06/2020
Topgolf Deep Dive; Underappreciated to ELY Today w/ Improving Setup & C... PDF ELY 07/06/2020
UK New Vehicle Registrations Down (34.9%) in June, (70.1%) in 2Q20 PDF 07/06/2020
Updating Estimates for Preliminary 2Q20 Revenue Beat and Equity Raise PDF BLFS 07/06/2020
Weekly Fuel Report (7/6/20) PDF 07/06/2020
2Q Preview: Resilient Demand and Cost Benefits Near Term; 2021 Outlook Flat... PDF 07/02/2020
ADUS Resumes M&A Activity With Acquisition of A Plus Health Care PDF ADUS 07/02/2020
DCOM and BDGE Announce MOE Creating $11 billion NYC/Long Island Bank PDF DCOM 07/02/2020
Industrial Products and Services – E&C and Industrial Services Va... PDF 07/02/2020
Industrial Products and Services – Industrial Distributor Valuation PDF 07/02/2020
Mid-Day Research Summary PDF 07/02/2020
Morning Research Summary PDF 07/02/2020
Pawn 2Q20 Trends Update: Pawn Demand Returning But Waiting A Year For Norma... PDF 07/02/2020
Stephens Weekly Rail Update (Ended 6/27/20) PDF 07/02/2020
Time to Overreact to China's Import Ban PDF 07/02/2020
Afternoon Research Summary PDF 07/01/2020
AHA Estimates Hospital System C-19 Losses of ~$323 Billion in 2020 PDF 07/01/2020
AVLR: Becoming Product Machine; Even W/C-19 Spikes Think Key Metrics Grow; ... PDF AVLR 07/01/2020
CDMO 4Q20 Wrap Up: Momentum Building, Reit. OW-Vol./$10 PT PDF CDMO 07/01/2020
CPaaS Expert Conference Call | TOMORROW | 10:00 am ET/9:00 am CT PDF 07/01/2020
F4Q20 Recap: The Street Didn't See That Coming PDF FDX 07/01/2020
First Look: ABMD Announces Positive Impella 5.5 With SmartAssist Results PDF ABMD 07/01/2020
First Look: YRCW Receives CARES Act Loan; Removes Risk Of Bankruptcy PDF YRCW 07/01/2020
HOMB Takeaways from CCFG Fireside Chat PDF HOMB 07/01/2020
Mid-Day Research Summary PDF 07/01/2020
Morning Research Summary PDF 07/01/2020
Virtual NDR Takeaways: Compelling LT Story Levered To Secular B2C/E-Comm Gr... PDF ATSG 07/01/2020
We Expect More Aggressive EchoPark Roll-Out/Omni-Channel Plans Forthcoming;... PDF SAH 07/01/2020
2Q20 NYC Multi-Family Trends, Themes and Politics PDF 06/30/2020
A Compelling Small Cap Idea With Severely Underappreciated FCF Capabilities... PDF TAST 06/30/2020
Additional SCB/Capital Announcements Trickle In PDF 06/30/2020
Afternoon Research Summary PDF 06/30/2020
Agora's IPO Spotlights Vonage's API Growth Story and Undervaluation PDF VG 06/30/2020
First Look: CDMO 4Q20 PDF CDMO 06/30/2020
First Look: F4Q20 Results Much Better Than Feared; No FY21 Guidance Provide... PDF FDX 06/30/2020
First Look: GPC Announces Sale of S.P. Richards PDF GPC 06/30/2020
First Look: Papa John's Provides F2Q Business Update PDF PZZA 06/30/2020
Free Firing on All Cylinders - Init. Coverage on Leading Consumer Internet ... PDF SE 06/30/2020
Initiating Coverage Overweight; Buy Ahead of Busy Fall Sports Calendar PDF DKNG 06/30/2020
May '20 Texas Cement Shipments Down (2.0%) YoY, Up 7.8% YoY on Same-Day Bas... PDF 06/30/2020
Mid-Day Research Summary PDF 06/30/2020
Morning Research Summary PDF 06/30/2020
Several Banks Comment on DFAST Results & Capital Action including CFG, ... PDF 06/30/2020
Stephens Inc. Real Estate Services Valuation Tables PDF 06/30/2020
Stephens June 2020 Monthly Real Estate Update + Ellie Mae CC Takeaways PDF 06/30/2020
Unique Digital Media Asset Levered to High Growth Gaming Sector; Initiating... PDF EGLX-CA 06/30/2020
Weekly Commodity Monitor (6/30/20) PDF 06/30/2020
Afternoon Research Summary PDF 06/29/2020
Building the Largest D.C. Based Community Bank - Resuming Equal-Weight PDF SASR 06/29/2020
Bus Svcs Reader: SQ Delivery; V Fraud Score; WEX/Warburg; Home Sales; FIS/F... PDF 06/29/2020
Coverage Update - Dropping Coverage of JAX and GRUB PDF 06/29/2020
Dine-In Traffic Takes Step Back in States With Rising Virus Numbers PDF 06/29/2020
E&P Rundown: COVID + Election Risk Dominated; MTDR+PDCE Reactions Overd... PDF 06/29/2020
First Look: May PHS a Big Beat/Record Seq. Jump; YOY Decline Only -5% PDF 06/29/2020
First Look: RGEN Announces Agreement to Acquire Engineered Molding Technolo... PDF RGEN 06/29/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/29/2020
Hertz Increases Car Prices 1.1% Wk/Wk, Narrows Discount To Only 5% PDF 06/29/2020
Mid-Day Research Summary PDF 06/29/2020
Morning Research Summary PDF 06/29/2020
Re-Measuring Bank Footprints on Economic Disruption Data & COVID-19 Lev... PDF 06/29/2020
Reiterate O Rating & 12-Month, $170 Price Target on STE's Shares PDF STE 06/29/2020
Restaurant Weekly: 6/29 PDF 06/29/2020
Small Cap Growth Story With Top Tier Deposits - Initiating Overweight PDF OCBI 06/29/2020
The Fed Is Capping Dividends at Big Banks. Who's At Risk Amongst the SMID C... PDF 06/29/2020
Waiting for Green Shoots to Appear - Initiating Equal-Weight PDF SONA 06/29/2020
Weekly Reader: CDMO, CTLT, RGEN PDF 06/29/2020
AcceleRide Platform Has Capabilities of Big Tech Peers; Raising Ests. and P... PDF GPI 06/26/2020
Afternoon Research Summary PDF 06/26/2020
CCAR And What's Next Catalyst: Moody's June Macro Forecasts For CECL Reserv... PDF 06/26/2020
Changing Best Idea to CMP PDF CMP 06/26/2020
Digging into DFAST & New Downside Scenarios; Buyback & Div. Increas... PDF 06/26/2020
DOOR: Demand Improves, Margin Expansion Continues to Gain Momentum PDF DOOR 06/26/2020
First Look: BOOM Amends Credit Agreement PDF BOOM 06/26/2020
First Look: Well-Ahead of Schedule for 2Q20; More Likely to Come PDF CLGX 06/26/2020
GMS F4Q20 Earnings Recap; Adjusting Estimates, Reiterate OW, Target to $30 PDF GMS 06/26/2020
Mid-Day Research Summary PDF 06/26/2020
More Online Rate Cuts To 1.00%, And CD Rates Even Lower: Deposit Rate Track... PDF 06/26/2020
Morning Research Summary PDF 06/26/2020
New CMS Data Shows Recent Bump in FFE HIX Enrollment During SEP PDF 06/26/2020
PZZA / DPZ 2Q Preview & Latest Views Informed By App Activity Data PDF 06/26/2020
Reiterate Defensive Overweight: Margin Expands In Lower Rates + Gov't Guara... PDF NAVI 06/26/2020
Transforming & Expanding Breast Aesthetics; Reiterate O/V Rating and $2... PDF ESTA 06/26/2020
Trump DOJ Files New Legal Brief in Pending SCOTUS ACA Case PDF 06/26/2020
Weekly Fuel Report (6/26/20) PDF 06/26/2020
Afternoon Research Summary PDF 06/25/2020
CBO Scores New House HC Bill - Over $500 Billion in New Medicaid/HIX Suppor... PDF 06/25/2020
ChargeAfter Partnership A Step In The Right Direction For National Partners... PDF RCII 06/25/2020
CMS Releases Proposed 2021 Medicare Home Health Rates at +2.6% PDF 06/25/2020
CSGP 1st Look: $1 bil. Notes Offering; Closes Ten-X; See Favorable M&A ... PDF CSGP 06/25/2020
CTLT Announces Collaboration w/ MRNA, Working w/ Top 3 C-19 Vaccine Candida... PDF CTLT 06/25/2020
First Look at GMS F4Q20 Earnings; QTD F1Q21 Sales Down Low Single Digits PDF GMS 06/25/2020
HP the Winner When Oil & Tech. Get Along; Reiterate OW, PT Raised to $2... PDF HP 06/25/2020
Investor Day Takeaways; Naming Bunge Our New Best Idea PDF BG 06/25/2020
MA June Vols: Pos For MA/Most Pmt Cos; But Rising New C-19 Cases Still Worr... PDF MA 06/25/2020
Mid-Day Research Summary PDF 06/25/2020
Morning Research Summary PDF 06/25/2020
NDR Takeaways: The Stage is Set for a Compelling Multi-Year Growth Story PDF SRI 06/25/2020
Powersport Financing And Online Shopping? A Recession Winner PDF SYF 06/25/2020
Raising EPS 10% After Deal Called Off; Great For EPS And CET1 PDF ALLY 06/25/2020
Stephens Weekly Rail Update (Ended 6/20/20) PDF 06/25/2020
Strong Momentum Out of EA Play; Raise PT to $145 PDF EA 06/25/2020
TX Gov. Suspends Hospital-Based Elective Surgeries in State's 4 Largest Mar... PDF 06/25/2020
Afternoon Research Summary PDF 06/24/2020
F4Q20 Preview: Have We Finally Reached An Earnings Turning Point? PDF FDX 06/24/2020
First Look: Mixed 2Q20 Guidance Released: Lower Revenues, Better EPS Vs. St... PDF ENVA 06/24/2020
Highlights From Our Recent NDR With The Andersons PDF ANDE 06/24/2020
House Dems to Unveil New Health Legislation; Preview of Expected Key Provis... PDF 06/24/2020
Initiating Coverage With An O/V Rating And 12-Month, $11 Price Target PDF SDC 06/24/2020
Mid-Day Research Summary PDF 06/24/2020
Pandemic Headwinds Likely Persist at Some Level, Margins Remain the Focus PDF USCR 06/24/2020
Updating EHC Model for Latest Volume Updates and CARES Grant Funds Return PDF EHC 06/24/2020
Afternoon Research Summary PDF 06/23/2020
BANR Provides Slide Deck w/ 2Q LLP Range, PPP/Modification Updates & Mo... PDF BANR 06/23/2020
CMS Releases New Data Set on Medicare COVID-19 Claims Trends PDF 06/23/2020
Coverage Universe Update: Frothy Valuation, Though Remain Cautiously Optimi... PDF 06/23/2020
First Look: 2Q20 Updated Guidance Lower On EPS And Pawn Revenues PDF FCFS 06/23/2020
First Look: Avid Names Nicholas Green President and CEO PDF CDMO 06/23/2020
Latest CA Budget Agreement Likely Avoids Medi-Cal Cuts; +ve CNC, MOH and AN... PDF 06/23/2020
Mid-Day Research Summary PDF 06/23/2020
Morning Research Summary PDF 06/23/2020
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