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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
Downdraft Creates Buying Opportunity; Maintain OW/V, Best Idea & $150 P... PDF NXST 02/27/2020
Favorable Operating Results Depict Improvement; Reiterate O/V Rating PDF CUTR 02/27/2020
FBM 4Q19 Earnings Recap; Adjusting Estimates; Price Target to $20 PDF FBM 02/27/2020
First Look at 4Q19 Adj. EBITDA Beat on Aviation Outperformance (Excl. Gains... PDF FTAI 02/27/2020
First Look at 4Q19 Miss & Ugly 2020 Guide; MirrorEye Developments Encou... PDF SRI 02/27/2020
First Look at 4Q19; Accelerating Growth + Even Better Guidance PDF RP 02/27/2020
First Look at ACA 4Q19 Earnings Results PDF ACA 02/27/2020
First Look at BMCH 4Q19 Earnings Beat; Strong Guide PDF BMCH 02/27/2020
First Look at MTZ 4Q19 Earnings Results PDF MTZ 02/27/2020
First Look at PWR 4Q19 Earnings Results PDF PWR 02/27/2020
First Look: 4Q Beat, Details of CY20 Guide Hold The Key PDF GKOS 02/27/2020
First Look: GOLF Reports 4Q19 PDF GOLF 02/27/2020
First Look: SAFM Reports 1Q20 PDF SAFM 02/27/2020
Graphic to Buy Greif Converting Assets PDF GPK 02/27/2020
Great Q; 1H20 a Good Set Up; But Road Gets Tougher in 2H20 PDF CLGX 02/27/2020
Guidance Is Alright, Surrender...Why Don't You Just Buy The Shares PDF STAA 02/27/2020
In Line With January 2020 Investor Day; Not Much Change To Forward Look PDF ECN-CA 02/27/2020
Increasing Price Target As Revenue Momentum Builds PDF ALC 02/27/2020
KRP Initial Look: Run-Rate Volumes In Line PDF KRP 02/27/2020
Mid-Day Research Summary PDF 02/27/2020
Morning Research Summary PDF 02/27/2020
PDCE Initial Look: Lowered '20 Capex; 1Q20 Outlook Below Expectations PDF PDCE 02/27/2020
PYPL 1st Look: Lowers 1Q Revenue Guidance for COVID-19; Reiterate OW PDF PYPL 02/27/2020
Reducing Price Target As CY20 Guidance Disappoints, Pipeline Remains Intact... PDF GKOS 02/27/2020
RRC Initial Look: '20 Cost Guide Tracking/Gas+NGL Pricing Better Than Expec... PDF RRC 02/27/2020
SAFM Reports 1Q20; Revising Estimates & PT; Reiterate EW Rating PDF SAFM 02/27/2020
Solid 4Q19 and FY20 Guide; Sell Off Unwarranted. Reiterate OW and $34 Targe... PDF BMCH 02/27/2020
SQ Call: Price Thesis Starting; Cash App Exceeds Exp; GPV Growth Stable PDF SQ 02/27/2020
Store Closings Weigh on 4Q; 2020 Commentary Upbeat, Guides Above Street; ... PDF CWH 02/27/2020
TREX 4Q19 Earnings Recap; Adjusting Estimates, Reiterate EW, PT to $100 PDF TREX 02/27/2020
Updating Our WHD Model Post 4Q19 Earnings PDF WHD 02/27/2020
WPX Initial Look: Slight Volume Beat Biases our '20 Modestly Higher PDF WPX 02/27/2020
20/21 FCF Guide of $25+ per Share; Maintain OW/V, Best Idea & $150 PT PDF NXST 02/26/2020
4Q19 Initial: In-Line Print w/ Better BH; 2020 EBITDA Mid-Point 2% Below St... PDF UHS 02/26/2020
4Q19 Initial: Revs & EBITDA Shortfall Ahead of PDGM; Mixed 2020 Guidanc... PDF LHCG 02/26/2020
Adjusting Estimates As Likely Conservative CY20 Guide Fosters Uncertainty PDF PODD 02/26/2020
Afternoon Research Summary PDF 02/26/2020
Beat On Top-Line Growth, Strong Performance In Large Loans PDF RM 02/26/2020
BLD 4Q19 Earnings Recap; Adjusting Estimates, PT to $120 PDF BLD 02/26/2020
Cartus Shift Will Weigh Heavy; But Underlying Results a Positive PDF RLGY 02/26/2020
CSGP 4Q Final: Don’t Let Conservative Guide Deter From Growth Opps + ... PDF CSGP 02/26/2020
Don't Lose Sight of the Bigger Picture; Core Franchise Worth Far More PDF TREE 02/26/2020
Exploring Potential AUB Acquisition Targets PDF AUB 02/26/2020
First Look at 4Q19 EPS Miss; Cash Burn Continues w/ Limited Backlog Visibil... PDF RAIL 02/26/2020
First Look at 4Q19: Beat as Expected, But PIRM Still Seeking Stabilization PDF CLGX 02/26/2020
First Look at DY F4Q20 Earnings Results PDF DY 02/26/2020
First Look: CUTR Reports Above Consensus Results and Est. Favorable Guidanc... PDF CUTR 02/26/2020
First Look: STAA Reports Above Consensus 4Q & CY19 Results + Coronaviru... PDF STAA 02/26/2020
FY20 Outlook In Line Ex COVID-19; Could Benefit Once China Exports Resume PDF MATX 02/26/2020
Highlights from Stephens Hosted Investor Plane Trip (ANTM, HCA, HUM, & ... PDF 02/26/2020
Mid-Day Research Summary PDF 02/26/2020
Morning Research Summary PDF 02/26/2020
MTDR Initial Look: Solid 4Q19 Results; '20 Oil Volume Guide Above Expectati... PDF MTDR 02/26/2020
Updating Our APY Model Post 4Q19 Earnings PDF CHX 02/26/2020
4Q Strong Operationally Despite Macro As Internal Review Concludes; Reit. O... PDF PUMP 02/25/2020
Afternoon Research Summary PDF 02/25/2020
Airlines Coverage Update PDF 02/25/2020
BLDR 4Q19 Recap, Slight Estimate Revision, Reiterate $32 target and OW rati... PDF BLDR 02/25/2020
Changing Best Idea From VMC to Cash, Will Update Post Earnings Season PDF VMC 02/25/2020
CSGP 1st Look: Beat Rev/Profit/Bkings; Beat Rev/Miss EPS Guide; Org Rev Acc... PDF CSGP 02/25/2020
CSGP Call: Think Flat 15% Org Growth Guide Low Given Ads/Growth Initiatives... PDF CSGP 02/25/2020
E&P Weekly: Updated Thoughts on CXO, DVN, FANG, PE, PXD, and SM PDF 02/25/2020
Execution Of Basic Retailer Strategies Drives Best In Class 2020 Guide PDF RCII 02/25/2020
First Look at 4Q19 Results PDF CHX 02/25/2020
First Look at 4Q19 Results PDF WTTR 02/25/2020
First Look at 4Q19 Results; Soft Print But 2020 Guidance Left Intact PDF TREE 02/25/2020
First Look at FBM 4Q19 Earnings Results PDF FBM 02/25/2020
First Look at Revised 4Q19 Results: LLP Expense Adjusted Higher PDF CFB 02/25/2020
First Look at TREX 4Q19 Earnings Results; CEO Retires, CFO to Succeed PDF TREX 02/25/2020
First Look: 2020 Guide In Line With Consensus, Likely to Send Shares Higher... PDF RCII 02/25/2020
First Look: 4Q Results Exceed Consensus, CY20 Guidance Encouraging PDF AVNS 02/25/2020
First Look: CY20 Guidance Disappoints, 4Q Revenue Beat But Margin Miss The ... PDF PODD 02/25/2020
First Look: Moving In The Right Direction, CY20 Guidance Appears Conservati... PDF ALC 02/25/2020
First Look: Reports In-Line 4Q19 EPS, FY20 Guide Impacted By COVID-19 PDF MATX 02/25/2020
MA 1st Look: ‘21 CEO/Chair Changes; OK B/c Deep Mgt Bench; Buyers On ... PDF MA 02/25/2020
MA 1st Look: Lowers Guidance B/c Virus; Neg Read For V; But Buyers On Weakn... PDF MA 02/25/2020
MA Mgt Change Call: Think Multi-Rail Strategy/Leadership Style Remain W/Mie... PDF MA 02/25/2020
Mid-Day Research Summary PDF 02/25/2020
Moderating Price Target & Estimates: A Path To Improving CY21 Fundament... PDF AVNS 02/25/2020
Morning Research Summary PDF 02/25/2020
Our Takes, Sentiment Updates By Company Following 4Q19 Earnings PDF 02/25/2020
Path to Profitability Is Unclear; Downgrading to EW; Reducing PT to $80 PDF W 02/25/2020
Post-Call Thoughts; Why We're Buying Weakness PDF TREE 02/25/2020
Recap of Our Action-Packed Week in UCC PDF 02/25/2020
Strong 2020 FCF Outlook Overshadows Soft 2019 Finish; Reiterate OW PDF WTTR 02/25/2020
Super Regional Banks: Tough Couple of Days as Coronavirus Fears Rise PDF 02/25/2020
USCR 4Q19 Results and 2020 Guide Recap PDF USCR 02/25/2020
Weekly Commodity Monitor (2/19/20) PDF 02/25/2020
Afternoon Research Summary PDF 02/24/2020
Agent Growth Trends Recovering; Soft EBITDA Guidance Explainable PDF RMAX 02/24/2020
Boxboard prices marked down $30 PDF 02/24/2020
DORM Reports 4Q19 Results; Revising Estimates; Reiterate EW(Vol.) Rating PDF DORM 02/24/2020
Downgrading MLM to EW on Demand Uncertainty & Valuation; PT to $280 PDF MLM 02/24/2020
Downgrading VMC to EW on Increased Demand Uncertainty, PT to $150 PDF VMC 02/24/2020
FIBK Announces Board Chairman Change; Names First Non-Scott Family Chairman... PDF FIBK 02/24/2020
First Look: DORM Reports 4Q19 Miss and 2020 Guidance PDF DORM 02/24/2020
First Look: NT Capital Structure Concerns Addressed, Focus Shifts To Operat... PDF ELGX 02/24/2020
First Look: Proposed Credit Karma Deal Would Be Valuation-Supportive for TR... PDF TREE 02/24/2020
Marcus Cuts 1yr CD By 10bps: Deposit Rate Tracker PDF 02/24/2020
Mid-Day Research Summary PDF 02/24/2020
Morning Research Summary PDF 02/24/2020
Our Take on the Take-Two Bull / Bear Debate; We See Potential For NT Weakne... PDF TTWO 02/24/2020
PPC Reports 4Q19; Revising Estimates & PT; Reiterate Rating PDF PPC 02/24/2020
Stephens TL Rate Index 4Q19 Update PDF 02/24/2020
Still See Underlying Discount; Lots of Dry Powder to Work With; PT to $48 PDF CNNE 02/24/2020
Takeaways From Oil & Gas Pipeline Expert Call With Brandon Barnes PDF 02/24/2020
Weekly Reader: CERS, RGEN, TECH PDF 02/24/2020
4Q and Guide Tops Ests.; Growth Story Intact; Raising Ests. and PT to $72; ... PDF FND 02/21/2020
Afternoon Research Summary PDF 02/21/2020
Buy One Get One Free: The Case For Separation For Realizing Shareholder Val... PDF AAN 02/21/2020
California Governor Proposes Overhaul of Medi-Cal w/ Expanded Focus on SDOH... PDF 02/21/2020
CERS 4Q19 Wrap Up PDF CERS 02/21/2020
Containerboard & Boxes - January 2020 PDF 02/21/2020
CPRT Reports 2Q20; Slightly Moderating Estimates; Maintain EW Rating PDF CPRT 02/21/2020
First Look at January EHS; + Results With Units +10% YOY/Vol. +16% YOY PDF 02/21/2020
First Look: Eventful Quarter; Lots of Positives in Play PDF CNNE 02/21/2020
GPC Reports 4Q19; Automotive Segment Reaccels; Cost Savings in Focus; Reit.... PDF GPC 02/21/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 02/21/2020
HQ Visit Takeaways: CEM Suite Hitting Its Stride PDF EVBG 02/21/2020
LKQ Reports 4Q19; Revising Estimates; Reiterate OW Rating PDF LKQ 02/21/2020
Mid-Day Research Summary PDF 02/21/2020
Morning Research Summary PDF 02/21/2020
Not Immune to Slowdown, but New Products Should Re-accelerate Growth; Reit.... PDF BOOM 02/21/2020
Paperboard - January 2020 PDF 02/21/2020
QTWO 4Q Final: Up-Market Success/Bigger TAM; GMs Better; But See Competitio... PDF QTWO 02/21/2020
RGEN 4Q19 Wrap: Reit. OW-Vol.; PT to $114 PDF RGEN 02/21/2020
SFM Reports 4Q19; Revising Estimates & PT; Reiterate Rating PDF SFM 02/21/2020
SNV 2020 Proxy Review: Key Highlights & Removal of 10-1 Voting Structur... PDF SNV 02/21/2020
Stephens Weekly Rail Update (Ended 2/15/20) PDF 02/21/2020
Summary Takeaways From The Road PDF WAL 02/21/2020
Thoughts on E&C Coverage (DY,MTZ,PWR) Ahead of This Week's Earnings Rep... PDF 02/21/2020
Today's FTC Settlement Unrelated To Progressive Settlement PDF 02/21/2020
U.S. Health Care Costs Accelerated Through 2H19, Driven by Hospital & R... PDF 02/21/2020
Upgrading DOOR to OW on Impressive Execution and Price Traction; PT to $114... PDF DOOR 02/21/2020
USAA Loss Likely Drives Truecar.com Sale; OW/V $8 PT to $4 PDF TRUE 02/21/2020
Weekly Fuel Report (2/21/20) PDF 02/21/2020
4Q19 Results & Guidance Better Than Expected; Backlog Falls 24% Sequent... PDF TRN 02/20/2020
4Q19 Wrap: Attractive Growth in 2020 Despite PDGM; Vols a Key Swing Factor PDF AMED 02/20/2020
Afternoon Research Summary PDF 02/20/2020
Assessing the Potential Impact of Diablo / Overwatch Transmedia Projects PDF ATVI 02/20/2020
Auto Finance Tour: SC, Exeter, GM Financial + Others on March 23-34 PDF 02/20/2020
Bloomberg's Vegas Debate Debut No Show Stopper: Implications for MCO Stocks... PDF 02/20/2020
Boston NDR Takeaways: 8x8 Cannot Afford a Misstep on the Path to Profitabil... PDF EGHT 02/20/2020
ESI Drug Report Shows Modest Employer Rx Trend for 2019; Exchange Costs Ris... PDF 02/20/2020
FIBK Declares $0.60 Special Dividend PDF FIBK 02/20/2020
First Look at 4Q19: Better Agent Trends; Guidance Mixed PDF RMAX 02/20/2020
First Look at BLDR 4Q19 Earnings; Sales In Line, EBITDA Beat PDF BLDR 02/20/2020
First Look: HRL Reports 1Q20 PDF HRL 02/20/2020
First Look: LKQ Reports 4Q19; Adj. EPS Beat Driven by Gross Margins PDF LKQ 02/20/2020
First Look: Modest 4Q Beat; CY20 Set-Up Appears Favorable PDF TFX 02/20/2020
First Look: PPC Reports 4Q19 PDF PPC 02/20/2020
First Look: Very Weak 2020 Guide More Than Offsets Relief From FTC Settleme... PDF AAN 02/20/2020
HRL Reports 1Q20; Revising Estimates; Reiterate PT & Rating PDF HRL 02/20/2020
Incremental Buyers on Rosier Outlook & Further Flex Developments; Targe... PDF ZG 02/20/2020
Initial View: CERS 4Q19 Results PDF CERS 02/20/2020
Initial View: RGEN 4Q19 Results/FY20 Guide PDF RGEN 02/20/2020
January Headcount Data for the U.S. Rails PDF 02/20/2020
KAR Reports 4Q19; Looking to 2020, Cost Cutting Should Support EBITDA; Reit... PDF KAR 02/20/2020
Mid-Day Research Summary PDF 02/20/2020
Morning Research Summary PDF 02/20/2020
MOS 4Q19: Just the Outlook PDF MOS 02/20/2020
PE Initial Look: Reiterated '20 Guide; 4Q Capex at Low-End of Range PDF PE 02/20/2020
PXD Initial Look: Positive 4Q19 Update; Costs Biased Lower, '20 Guide Track... PDF PXD 02/20/2020
QTWO 4Q Call: Rev Retention Accel; ~25% Org Rev Growth; Pos Long-Term GM Gu... PDF QTWO 02/20/2020
Slow & Steady: ELGX Demonstrates Continued Operating Progress PDF ELGX 02/20/2020
SM Initial Look: Solid 4Q19 Beat; Capital Efficient '20 Guide PDF SM 02/20/2020
SMP Reports 4Q19; Modestly Raising Est's for Stronger Op. Margins; Maintain... PDF SMP 02/20/2020
Sustainable Growth & Margin Expansion Story Poised To Exceed Guidance PDF TFX 02/20/2020
Upping Estimates On Continued Strong Revenue Execution PDF CRMT 02/20/2020
World Pulp Statistics - December 2019 PDF 02/20/2020
2020 Off to a Good Start for ABI and Design; Reiterate OW HUBB and ETN PDF 02/19/2020
4Q19 Results & 2020 Guidance Relatively In Line; Set-Up Remains Attract... PDF WAB 02/19/2020
4Q19: CEM Demand Drove Billings Far Above Expectations; Raising PT to $115 PDF EVBG 02/19/2020
A.M. Update: 4Q Tops Ests; Strong Growth in Dealerships; Echo Park Profit... PDF SAH 02/19/2020
AAP Reports 4Q19; Modestly Revising Estimates & PT; Maintain EW Rating PDF AAP 02/19/2020
Afternoon Research Summary PDF 02/19/2020
Bad Deal, But Still A Good Business: Maintaining OW, Lowering Target To $35... PDF ALLY 02/19/2020
CXO Initial Look: Solid 4Q19 EBITDAX & Oil Beat; '20 Outlook Largely Tr... PDF CXO 02/19/2020
EFX 4Q Final: Updated Model Reflects Best Guess on Re-Instated Long-Term Gu... PDF EFX 02/19/2020
Expect Focus on Cost Structure to Pay Off When Market Picks Back Up; Remain... PDF DNOW 02/19/2020
FANG Initial Look: '20 Guidance Reiterated; Healthy Dividend Increase PDF FANG 02/19/2020
First Look at 4Q19: Adj. EPS Beats; 2020 Guide Seems In line Operationally PDF TRN 02/19/2020
First Look at 4Q19: IMT Shines + Upbeat Guidance PDF ZG 02/19/2020
First Look at DNOW 4Q19 Earnings Results PDF DNOW 02/19/2020
First Look: 2020 Guidance Now Official; Few Initial Thoughts PDF CLGX 02/19/2020
First Look: A Conservative CY20 Guidance Bar? PDF ELGX 02/19/2020
First Look: Another Strong Revenue Growth Quarter PDF CRMT 02/19/2020
First Look: CPRT Reports 2Q20 PDF CPRT 02/19/2020
First Look: GPC Reports 4Q19 Results PDF GPC 02/19/2020
First Look: HOMB Expands Marine Division PDF HOMB 02/19/2020
First Look: SMP Reports 4Q19 Results PDF SMP 02/19/2020
Franchise Segment Drives EPS Beat; EchoPark Profitable and Growing; OW PDF SAH 02/19/2020
Initial Look: Permian Oil Beat; Dividend Raise; Provided Prelim. '21 Oil Gr... PDF DVN 02/19/2020
Mid-Day Research Summary PDF 02/19/2020
Morning Research Summary PDF 02/19/2020
MOS 4Q19 First Look PDF MOS 02/19/2020
NTR 4Q19: Just the Outlook PDF NTR 02/19/2020
Nutrien 4Q19 First Look PDF NTR 02/19/2020
Open Architecture Approach Reinforces Thesis View PDF 02/19/2020
Printing & Writing - January 2020 PDF 02/19/2020
QTWO 1st Look: Met Rev/Beat EBITDA/User Miss; Invest=Low EBITDA Guide; 4 Ti... PDF QTWO 02/19/2020
SCPL 4Q19 - Turning the Page to a New Year PDF SCPL 02/19/2020
Weekly Commodity Monitor (2/19/20) PDF 02/19/2020
WMT Reports 4Q20; Revising Estimates; Reiterate Rating & PT PDF WMT 02/19/2020
4% Beat To Consensus, Though 2020 Likely A Muted Year, Will Come Out Strong... PDF AL 02/18/2020
4Q19 Initial: Mixed 4Q Results; Core HH&H Trends Likely in Focus on Cal... PDF AMED 02/18/2020
4Q19 Recap & Model Update: Should We Prepare For West Coast Port Shutdo... PDF EXPD 02/18/2020
4Q19 Recap; In-Line Quarter, CY20 EPS Growth Moves Slightly Lower; Reiterat... PDF POOL 02/18/2020
Afternoon Research Summary PDF 02/18/2020
Benign Trends Continue For January PDF DFS 02/18/2020
Better Results at Second Glance; Deck is Set for Continuation of Strong Tre... PDF FNF 02/18/2020
Coronavirus (COVID-19) Weighs On Outlook: Consensus Appears At Risk PDF STAA 02/18/2020
Credit Improving In Month Of January, Though Balances Lower Y/Y PDF SC 02/18/2020
DuPont Brings Back the Outsider PDF DD 02/18/2020
E&P Weekly: Updated Thoughts For NBL & VNOM Reiterating OW Ratings PDF 02/18/2020
First Look at 4Q: Hits High End of Guide; 2020 Outlook Slightly Below Stree... PDF WAB 02/18/2020
First Look at DOOR 4Q19 Earnings Results & CY20 Guidance PDF DOOR 02/18/2020
First Look at VMC 4Q19 Earnings Results & CY20 Guidance PDF VMC 02/18/2020
First Look: 4Q19 Results; Consumer Segment Strategic Review The Headline PDF VG 02/18/2020
First Look: A Legal Win for SDC PDF ALGN 02/18/2020
First Look: AAP Reports Mixed 4Q19 Results PDF AAP 02/18/2020
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