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
Analyst Day Recap; All About Omni-Channel; Reiterate OW PDF KMX 10/15/2020
Announces 15% Reduction in Retail Branch Network PDF FMBI 10/15/2020
Balance Sheet Strength & Above Consensus EPS Outlook Keep Us OW PDF PNC 10/15/2020
CNC 3Q20 Preview - Taking More Cautious Stance on Our 3Q20 / 2021 EPS Estim... PDF CNC 10/15/2020
Comfortable With 3Q20 EPS Following September Monthly Data PDF SYF 10/15/2020
Comfortable/Conservative With 3Q20 EPS Following September Monthly Data PDF DFS 10/15/2020
Energy Tech. Leader & Emerging Disruptor With Multiple Runways for Grow... PDF GNRC 10/15/2020
First Look: 3Q20 Results Roughly In Line Ex Real Estate Gain PDF MRTN 10/15/2020
First Look: New Convert + 3Q20 Preliminary Results PDF RDFN 10/15/2020
First Look: TFC 3Q20 Results PDF TFC 10/15/2020
Hardlines and Auto Part Supplier 3Q20 Earnings Preview PDF 10/15/2020
HVAC OEMs: Resuming Coverage of LII and TT; Initiating Coverage of CARR PDF 10/15/2020
Initiating OW on Machine Vision Leader as Logistics Business Powers Double-... PDF CGNX 10/15/2020
Mid-Day Research Summary PDF 10/15/2020
Morning Research Summary PDF 10/15/2020
Omni-Channel Momentum at the Leader in Enterprise Asset Intelligence; Initi... PDF ZBRA 10/15/2020
Printing & Writing - September 2020 PDF 10/15/2020
Rail Shipper Survey Takeaways on Pricing, Service & Modal Shifts PDF 10/15/2020
Raising 3Q20E EPS Again On Better September Data Trends PDF AXP 10/15/2020
Raising Our Estimates On Better Retail Margins And Stabilized Pawn Volume PDF FCFS 10/15/2020
Resuming Distribution Coverage PDF 10/15/2020
Resuming Electrical Equipment / Multi-Industry Coverage PDF 10/15/2020
September Data Continues To Support A Strong 3Q20 Consensus Beat PDF SC 10/15/2020
September Monthly Data Implies Upside For Our 3Q20 EPS PDF ADS 10/15/2020
Stephens Weekly Rail Update (Ended 10/10/20) PDF 10/15/2020
Summarizing Our Industrials Coverage Roll Out PDF 10/15/2020
TCT Investor Update PDF BSX 10/15/2020
1st Look: PPC Announces Agreement with DOJ Antitrust Division PDF PPC 10/14/2020
3Q Auto Retail Preview PDF 10/14/2020
3Q20 Stephens LS Tools & Diagnostics Preview PDF 10/14/2020
3Q20 Wrap: Prudent Caution on 2021 Macro Immaterial to L-T Growth Prospects... PDF UNH 10/14/2020
Adjusting Model to Reflect 3-for-2 Stock Split PDF RUSHA 10/14/2020
Afternoon Research Summary PDF 10/14/2020
EPAY NDR: Potential SaaS Cash Mgt, B2B Pmt, & Messaging Assets Long-Ter... PDF EPAY 10/14/2020
Even Keeled in a Rocky Sea - Initiating NWBI Equal-Weight PDF NWBI 10/14/2020
FANG First Look: 3Q20 Production In Line, Guidance Reiterated PDF FANG 10/14/2020
First Look: PNC 3Q20 Results PDF PNC 10/14/2020
First Look: USB 3Q20 Results PDF USB 10/14/2020
Mid-Day Research Summary PDF 10/14/2020
Morning Research Summary PDF 10/14/2020
Pre-Announces 3Q Adj. EPS Guidance Above Consensus PDF ABG 10/14/2020
Student Lenders Helped By Strong Credit; We're Not Worried About Biden Elec... PDF 10/14/2020
Teflon Business Model; Raising Estimates and PT PDF FRC 10/14/2020
UNH 3Q20 Initial: Revs, MLR & EPS Beat; Optum +21% Revs Growth; EPS Vie... PDF UNH 10/14/2020
VNOM First Look: Solid Update, Production Beat PDF VNOM 10/14/2020
Zoomtopia Analyst Day; Zoom Phone Ready For Primetime PDF ZM 10/14/2020
1st Look: GPRE Sells Remaining 50% Stake of Its Cattle Business for $80 Mil... PDF GPRE 10/13/2020
3Q Quick-Service / Limited-Service Preview PDF 10/13/2020
Afternoon Research Summary PDF 10/13/2020
Expect Improved 3Q Margins Despite Lower Volume. 2021 Outlook Largely Uncha... PDF 10/13/2020
First Look: FRC 3Q20 Results PDF FRC 10/13/2020
HCIT 3Q20 Preview: Expect Beats & Raises as More Tailwinds Are Pulled F... PDF 10/13/2020
High Quality Name With Wind at Their Back, Await Better Entry Pt; Init. EW-... PDF WST 10/13/2020
Like AER Long Into 3Q20 Earnings: Good Activity Report And Arbitrage To AL PDF AER 10/13/2020
MA Plans Increasing Home-Based Supplemental Benefits for 2021 PDF 10/13/2020
Mid-Day Research Summary PDF 10/13/2020
Midwest Banks: A Trip to Chicago PDF 10/13/2020
Midwest Banks: Model Adjustments Ahead of Earnings PDF 10/13/2020
Morning Research Summary PDF 10/13/2020
Positive Card Reads From JPM, Citi 3Q20 Earnings: Bank Readthroughs PDF 10/13/2020
Raising PT; We Like The Set-Up For Segment After SendGrid Set The Blueprint... PDF TWLO 10/13/2020
Stephens Monthly Medicaid Enrollment Tracker - October 2020 Update PDF 10/13/2020
THC 3Q20 Preview: Revising Model on Read-Through's From HCA's Pre-Announcem... PDF THC 10/13/2020
UHS 3Q20 Preview - Revising Model on Read-Through's From HCA's Pre-Announce... PDF UHS 10/13/2020
Weekly Commodity Monitor (10/13/20) PDF 10/13/2020
3Q Full-Service Earnings Preview; Upgrading RUTH From EW to OW PDF 10/12/2020
Afternoon Research Summary PDF 10/12/2020
First Look: Sept. Title Orders Remain Elevated; Wrap Up Robust 3Q Volume Cl... PDF FAF 10/12/2020
First Look: TWLO Acquiring Segment, API-based Customer Data Management Lead... PDF TWLO 10/12/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 10/12/2020
Hertz Sales Volume Drops Significantly This Week, Slightly Lower Prices Wk/... PDF 10/12/2020
Microsoft Teams Expert Conference Call | TOMORROW | 2:00 pm ET/1:00 pm CT PDF 10/12/2020
Mid-Day Research Summary PDF 10/12/2020
Morning Research Summary PDF 10/12/2020
New Capital Via Private Placement Should Support Strong Organic Pipelines PDF TSC 10/12/2020
New CMS Individual Market Data Shows Collapse in Unsubsidized Lives Since A... PDF 10/12/2020
Raise Ests & TP on 3Q20 Revs/Margin Execution & Enhanced Financial ... PDF HCA 10/12/2020
Restaurant Weekly: 10/12 PDF 10/12/2020
Top 3 Key Topics and Questions From Investors On Our GreenSky Initiation PDF GSKY 10/12/2020
Top 4 Key Topics and Questions From Investors On Our Open Lending Initiatio... PDF LPRO 10/12/2020
Weekly Reader: CYRX, RGEN PDF 10/12/2020
3Q20 Paper & Wood Preview PDF 10/09/2020
3Q20 Preview: Credit Remains #1; Cost Control/Buyback Commentary Also a Foc... PDF 10/09/2020
6-Year MiSight Data Supports Enthusiasm For Myopia Control Opportunity PDF COO 10/09/2020
A Few More Rate Cuts As Banks Congregate To Low End: Deposit Rate Tracker PDF 10/09/2020
Afternoon Research Summary PDF 10/09/2020
Buy ALLY, CACC, SC Into 3Q Earnings; Bullish Auto: Auto Lending 3Q20 Previe... PDF 10/09/2020
Buy SYF Into 3Q Print; Tough To Short With All Boats Lifted: Card 3Q20 Prev... PDF 10/09/2020
CMS Formally Revises CARES Advance Medicare Funds Repayment Algorithm PDF 10/09/2020
F3Q20 Recap: U.S. Trends Remain Strong; Margins Face a Few Headwinds; Stay ... PDF DPZ 10/09/2020
HCA Previews 3Q20 Run-Rate Results Above Street; Returning All CARES Funds PDF HCA 10/09/2020
Initiating Coverage EW; Fundamental Trends & Profitably Should Continue... PDF FMAO 10/09/2020
Initiating Coverage EW; More a Valuation Call as Fundamentals Should Outpac... PDF NCBS 10/09/2020
Mid-Day Research Summary PDF 10/09/2020
Model Maintenance: AXP Target Price Change From $101 to $106 PDF AXP 10/09/2020
Model Maintenance: CACC Target Price Change From $247 to $280 PDF CACC 10/09/2020
Model Maintenance: DFS Target Price Change From $62 to $70 PDF DFS 10/09/2020
Model Maintenance: SYF Target Price Change From $33 to $35 PDF SYF 10/09/2020
Morning Research Summary PDF 10/09/2020
Ride the Momentum into 3Q20 Earnings as FRC Nears All-Time Highs PDF FRC 10/09/2020
Stephens MA STARS Analysis: Industry "Stars" Get a Bit Less Lucent for 2021... PDF 10/09/2020
Stephens Monthly Rail Update – October 2020 PDF 10/09/2020
Stephens Weekly Rail Update (Ended 10/3/20) PDF 10/09/2020
Super Regional Banks: What To Watch Over the 3Q20 Earnings Season PDF 10/09/2020
Weekly Fuel Report (10/9/20) PDF 10/09/2020
1st Look: Buys Euro B2B Asset; $818 Mil./~12x '19 PF EBITDA; Accretive In '... PDF DNB 10/08/2020
3Q Data/Bank Tech Preview: Like AVLR, FICO, EFX (Short-Term Long), CSGP, DN... PDF 10/08/2020
3Q20 PS&W Monitor; Revising Estimates; Maintain Rating & PT PDF MUSA 10/08/2020
Afternoon Research Summary PDF 10/08/2020
Bisnode Call: Like DNB Position For Long-Term Reasonably-Priced B2B Data M&... PDF DNB 10/08/2020
Calendar 3Q20 Grocery & C-Store Earnings Preview PDF 10/08/2020
First Look at DPZ F3Q20 Results PDF DPZ 10/08/2020
First Look: MATX Pre-Announces Strong 3Q20 Results PDF MATX 10/08/2020
First Look: MCD Pre-Releases F3Q SSS PDF MCD 10/08/2020
First Look: Slack Frontiers Day 1; The Blurring Social/Enterprise Software ... PDF WORK 10/08/2020
First Look: Talos Provides Updated 2H20 Guidance; Estimates Biased Lower PDF TALO 10/08/2020
Key Nuggets from the Annual Kaiser Health Benefits Survey for 2020 PDF 10/08/2020
Mid-Day Research Summary PDF 10/08/2020
Morning Research Summary PDF 10/08/2020
Poultry and Egg Industry Market Update PDF 10/08/2020
Railcars in Storage: October Report PDF 10/08/2020
Afternoon Research Summary PDF 10/07/2020
Calendar 3Q20 Protein Earnings Preview PDF 10/07/2020
First Look: Resignation of OZK's Chief Credit Officer PDF OZK 10/07/2020
K+S Sells Americas Salt Business, Implications for CMP PDF CMP 10/07/2020
Lowering EPS Following 3Q20 Portfolio Update; Keeping Growth Expectations L... PDF AL 10/07/2020
Morning Research Summary PDF 10/07/2020
Pre-Announces 3Q Adj. OR Beat in Conjunction with Impairment Charge Disclos... PDF NSC 10/07/2020
Raising Price Target: Acquisition Enhances Durable Growth & Margin Stor... PDF STE 10/07/2020
Used Car Prices Up 15% Y/Y In September, But May Have Plateaued PDF 10/07/2020
WestRock Finally Closing Some SBS Capacity PDF WRK 10/07/2020
Wlllis Survey: ESI Cost Trends to Rise + 7.3% in U.S. in 2021; 8%+ Globally... PDF 10/07/2020
Young Brazil Micro Acquiring/Consumer Neobank Mkts Should=Long-Term Growth ... PDF 10/07/2020
3Q Pmts Preview: FIS Still Best Idea; FISV A Close Second; NCR = Recovery T... PDF 10/06/2020
3Q SAAR of 15.3 Mil.; September SAAR of 16.3 Mil. PDF 10/06/2020
3Q20 LTL Preview: Tonnage Improvements & Prod Gains Should Yield Strong... PDF 10/06/2020
3Q20 Quarterly Grain Earnings Preview PDF 10/06/2020
Afternoon Research Summary PDF 10/06/2020
Containerboard Capacity Growth Confirmed PDF 10/06/2020
First Look at SaaS Solution for Retail Pharmacies PDF OMCL 10/06/2020
First Look: Solid GoM Divestiture Announcement; Reiterate OW Rating PDF HES 10/06/2020
First Look: STE Announces Key Surgical Acquisition, Accretive to 4Q PDF STE 10/06/2020
Mid-Day Research Summary PDF 10/06/2020
Morning Research Summary PDF 10/06/2020
New Guide Points to Big EPS Upside; Raising Ests & PT to $132; Reiterat... PDF GPI 10/06/2020
Overweight/Vol. Initiation: Unique Product With Large, Take/Make Share Grow... PDF LPRO 10/06/2020
Stephens Medicare Advantage Landscape Analysis: Spotlight on Clover Health PDF 10/06/2020
Transportation Equip. 3Q20 Preview: Sequential Pick-Up, But to Various Degr... PDF 10/06/2020
Underweight/Vol. Initiation: Unappreciated Challenges Of A Balance Sheet Le... PDF GSKY 10/06/2020
Weekly Commodity Monitor (10/06/20) PDF 10/06/2020
3Q TL & Broker Preview: Fundamentals Are Great...Wall Street CouldnR... PDF 10/05/2020
3Q20 Preview: Near-Term Dynamics Setting the Stage for Upside in 2021 &... PDF JBHT 10/05/2020
3Q20 Preview: Valuation Muted By NT Concerns, But Sizable Leverage to the C... PDF HUBG 10/05/2020
3Q20 Rail Preview: Let the Story on PSR-Driven Operating Leverage Begin PDF 10/05/2020
A Very Clever Credit Card That Shows Synchrony's Tech Advantages PDF SYF 10/05/2020
Afternoon Research Summary PDF 10/05/2020
Buys Enterprise-Focused Tax Content Co; Ups Content Moat & Opens Enterp... PDF AVLR 10/05/2020
Current Reserve Level Leaves Set Up Less Favorable; Maintain EW Rating PDF KEY 10/05/2020
ESCRS Clinical Pearls: Remain Buyers of ALC, GKOS and STAA PDF 10/05/2020
First Look: September Preliminary Class 8 Orders PDF 10/05/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 10/05/2020
Hertz Used Car Prices Decline Slightly But Spread To Dealers Narrows PDF 10/05/2020
Mid-Day Research Summary PDF 10/05/2020
Morning Research Summary PDF 10/05/2020
Restaurant Weekly: 10/5 PDF 10/05/2020
Taking a Deep Dive Into the 2021 Medicare Landscape Files - SLIDES ATTACHED... PDF 10/05/2020
UK New Vehicle Registrations Down (4.4%) in September, (0.5%) in 3Q PDF 10/05/2020
Weekly Reader: BLFS, BRKS, CDMO, CDXS, CERS, CTLT, CYRX, NEO, OSUR, RGEN, T... PDF 10/05/2020
Westlake CFO Auto Update: 3Q20 Strong Across The Board, Positive Pickup In ... PDF 10/05/2020
Afternoon Research Summary PDF 10/02/2020
First Look: TWLO Investor Day; COVID Accelerating Customer Engagement Oppty... PDF TWLO 10/02/2020
GPN 1st Look: Reports Say May Sell Prepaid Biz; Positive As May Accelerate ... PDF GPN 10/02/2020
HHS Approves $20 Billion More in CARES Provider Relief Fund Distributions PDF 10/02/2020
Mid-Day Research Summary PDF 10/02/2020
Model Update PDF CFG 10/02/2020
Morning Research Summary PDF 10/02/2020
PNTG Continues to Execute on M&A Program; Completes Another Hospice Acq... PDF PNTG 10/02/2020
Recap Of MELI Conf Call: LatAm Ecom/Pmts/Fin Svcs Market Still In Early Day... PDF 10/02/2020
Restaurant Implications of a Biden Presidency PDF 10/02/2020
Savings Rate High And Low Falls 10bps On More Rate Cuts: Deposit Rate Track... PDF 10/02/2020
Stephens Weekly Rail Update (Ended 9/26/20) PDF 10/02/2020
Trump Tests Positive for COVID; Implications for Our HC Services Coverage PDF 10/02/2020
Update on Medicare COVID-19 Claims Trends - Home Discharges Continue to Ris... PDF 10/02/2020
Weekly Fuel Report (10/2/20) PDF 10/02/2020
West Coast Bank Coverage Update PDF 10/02/2020
3Q Guide Tops Estimates by Wide Margin; Raising PT to $288; Reiterate OW PDF LAD 10/01/2020
Afternoon Research Summary PDF 10/01/2020
August '20 Texas Cement Shipments Down (2.7%) YoY, Up 2% YoY On Same-Day Ba... PDF 10/01/2020
Closing Time - FULT to Shutter 21 Branches PDF FULT 10/01/2020
ESCRS Preview : Buy The Set-Up PDF GKOS 10/01/2020
First Look: HES Sanctions Payara Development PDF HES 10/01/2020
LHCG Continues Brisk Pace of JV Activity in 2020; Adds Hospice Assets in CO... PDF LHCG 10/01/2020
Mid-Day Research Summary PDF 10/01/2020
Morning Research Summary PDF 10/01/2020
Stephens Inc. Real Estate Services Valuation Tables PDF 10/01/2020
Upgrading KAR to OW: Repossession Volume & Cost Cuts Driving 2021 #'s H... PDF KAR 10/01/2020
Afternoon Research Summary PDF 09/30/2020
Fed Extends Dividend Cap into 4Q20; Buyback Activity Remains on Pause PDF 09/30/2020
LPX: Investor Day Surprises; Downgrading to Underweight PDF LPX 09/30/2020
Mid-Day Research Summary PDF 09/30/2020
Morning Research Summary PDF 09/30/2020
On-Track & Executing PDF ALC 09/30/2020
Stephens Monthly Real Estate Update - September 2020 + RP RealWorld Takeawa... PDF 09/30/2020
Underlying Discount is Attractive; Paves Way for SPAC + OB Optionality PDF CNNE 09/30/2020
UNH Highlights Latest Digital Capabilities at Stephens-Hosted Investor Even... PDF UNH 09/30/2020
CALM Reports 1Q21; Revising Estimates; Reiterate Rating & PT PDF CALM 09/29/2020
First Look: PZZA Provides Preliminary September and F3Q SSS PDF PZZA 09/29/2020
Mid-Day Research Summary PDF 09/29/2020
MOH to Acquire Affinity for ~$380 Million; Further Expands NY Medicaid Pres... PDF MOH 09/29/2020
Morning Research Summary PDF 09/29/2020
Personal Care M&A Heats Up - PRSC Acquires Simplura for $575 Mil. in SD... PDF 09/29/2020
Research Highlight: Renewable Diesel Production Expansion + For ADM/BG PDF 09/29/2020
Takeaways From The Stephens Bank Forum PDF 09/29/2020
U/G To OW; SOTP Deep Dive; Even If Hardware = 0, Svcs/Digital Banking Too C... PDF NCR 09/29/2020
Weekly Commodity Monitor (9/29/20) PDF 09/29/2020
Afternoon Research Summary PDF 09/28/2020
Bioprocessing Takeaways from BPI PDF 09/28/2020
DVN and WPX Announce Merger of Equals PDF DVN 09/28/2020
First Look: CALM Reports 1Q21 PDF CALM 09/28/2020
Gets a Deal Across the Finish Line: Buying LINCO for ~$145 mil. at ~1x TBV PDF FMBH 09/28/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 09/28/2020
Highlights From Our Recent NDR With Bunge PDF BG 09/28/2020
Initiating Coverage With $54 PT & OW Rating - We See Significant Value ... PDF DAR 09/28/2020
Mid-Day Research Summary PDF 09/28/2020
Morning Research Summary PDF 09/28/2020
Restaurant Weekly: 9/28 PDF 09/28/2020
Stephens Bank Forum Survey Results: Bankers/Investors Share Their Views PDF 09/28/2020
Thor Reports 4Q; Details "Robust" Near- to Medium-Term Outlook PDF CWH 09/28/2020
Weekly Reader: BLFS, CTLT, OSUR, TECH PDF 09/28/2020
Afternoon Research Summary PDF 09/25/2020
Ally Makes 20bps Rate Cut To Be Within Savings Rate Lows: Deposit Rate Trac... PDF 09/25/2020
Hertz Lowers Used Car Prices Slightly Again, Sales Volume Increases PDF 09/25/2020
ION Transformative But We Remain Cautious; EW; $17 PT to $14 PDF SSP 09/25/2020
IP Announces 4th Price Hike in Liner PDF 09/25/2020
Meaningful Improvement in Deferrals - Quick Thoughts PDF SBNY 09/25/2020
Mid-Day Research Summary PDF 09/25/2020
Morning Research Summary PDF 09/25/2020
Report: ANTM In Talks To Acquire CareCentrix; Another Post-Acute Move for M... PDF ANTM 09/25/2020
Save the Date: Auto Parts (Virtual) Field Trip - December 10th PDF 09/25/2020
Weekly Fuel Report (9/25/20) PDF 09/25/2020
What the Mkt. is Missing on CAKE. Plus an Analysis of CAKE's 18K Mall Neigh... PDF CAKE 09/25/2020
Afternoon Research Summary PDF 09/24/2020
August '20 Contract Awards: LTM Highway Awards Down Slightly YoY PDF 09/24/2020
AZO Reports 4Q20; Estimates Increasing, Multiple Too Cheap at 15x EPS; Reit... PDF AZO 09/24/2020
BCBS May Soon Settle Anti-Trust Litigation; C'est La Vie to "Blues Rules"? PDF ANTM 09/24/2020
Buy on Pull Back; Omni-channel to Drive Market Share, Operating Efficiency;... PDF KMX 09/24/2020
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