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Report Title PDF Companies Publish Date
PNTG Virtual NDR Takeaway; Still Early Innings of a Compelling L-T Growth S... PDF PNTG 09/03/2020
1Q21 Wrap: Strong Start to FY21, Business Development Efforts Bearing Fruit... PDF CDMO 09/02/2020
2021 Hospital IPPS Rate Update Finalized at +2.7%; Up from +1.6% Proposed PDF 09/02/2020
A Review of the U.S. Mortgage Origination Value Chain & Digital Mortgag... PDF 09/02/2020
ADUS to Exit Nevada Market After 6% Medicaid Cut; Tiny Market w/ No EPS Imp... PDF ADUS 09/02/2020
Afternoon Research Summary PDF 09/02/2020
Auto Lending Expert Call: 3Q20 Trends With Global Lending Services CFO: Sep... PDF 09/02/2020
First Look: August Preliminary Class 8 Orders PDF 09/02/2020
First Look: Challenged Education Biz Finally Moving On; a Clear Positive PDF QNST 09/02/2020
First Look: China Refractive Growth Exceeds 30% PDF STAA 09/02/2020
First Look: CPRT Reports Big 4Q20 Beat PDF CPRT 09/02/2020
First Look: SAIA Mid-Quarter Update; Tonnage Turns Pos. In August PDF SAIA 09/02/2020
Mid-Day Research Summary PDF 09/02/2020
Morning Research Summary PDF 09/02/2020
Takeaways From Our Conference Call With 8x8's CFO PDF EGHT 09/02/2020
V Aug 1st Look: Slight U.S. Decel, Better X-Border = Wins Given Less Stimul... PDF V 09/02/2020
4Q20 Wrap: COVID-19 Gets the Headlines, But Positives Across CTLT's Portfol... PDF CTLT 09/01/2020
Afternoon Research Summary PDF 09/01/2020
DBD Virtual NDR: Think ATM Software/Svcs Focus at NCR and DBD may Monetize ... PDF 09/01/2020
FICO 1st Look: FICO/TRU Reach Settlement in Lawsuit; Think a Positive PDF FICO 09/01/2020
First Look: CDMO Reports Strong 1Q21 Results PDF CDMO 09/01/2020
First Look: SLB Agrees to Sell OneStim Business for Equity Stake in LBRT PDF SLB 09/01/2020
First Look: Walmart+ Coming This Month PDF WMT 09/01/2020
First Look: Western States Deal a Positive; Value Creation From Recent Rais... PDF STC 09/01/2020
HUM Raises 2020 GAAP EPS Guide; Reaffirms Adj. EPS at $18.25-$18.75 PDF HUM 09/01/2020
Lithia Adds Another $600 Mil. in Dealer Acquisitions; Raising PT to $270 PDF LAD 09/01/2020
Mid-Day Research Summary PDF 09/01/2020
Morning Research Summary PDF 09/01/2020
New CRFB Analysis Provides In-Depth Score of Biden's Health Care Plan PDF 09/01/2020
Paper & Wood Monitor - September 2020 PDF 09/01/2020
Rule of 40? Zoom Sets the Rule of 400 in a Historic Enterprise Software Pri... PDF ZM 09/01/2020
Weekly Commodity Monitor (9/1/20) PDF 09/01/2020
Afternoon Research Summary PDF 08/31/2020
ANTM-CI Merger Litigation Ends in a Monetary Draw; No Damages Awarded to Ei... PDF 08/31/2020
Backed into a Corner; One Possible Trap Door Out PDF CMA 08/31/2020
Copart 4Q Preview: Street Appears Too Light, But Expectations High; Maintai... PDF CPRT 08/31/2020
First Look: CTLT Strong 4Q20 Results, FY21 Guide Better than Expected PDF CTLT 08/31/2020
First Look: MA Lawsuit Doesn't Seem Materially New PDF CACC 08/31/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 08/31/2020
Initiating At Equal-Weight/Vol: Great Turnaround Story But Need To See Exec... PDF FRG 08/31/2020
July '20 Texas Cement Shipments Down (5.6%) YoY, Up 2.9% Seq. PDF 08/31/2020
Mid-Day Research Summary PDF 08/31/2020
Morning Research Summary PDF 08/31/2020
Pawn Expert Call On 3Q20 Trends With Smart Financial CFO on Sept. 8: Please... PDF 08/31/2020
Phase Two of PSR: Time to Grow & Generate Strong FCF; Upgrading to Over... PDF CSX 08/31/2020
Restaurant Weekly: 8/31 PDF 08/31/2020
Sale of FHA Lending Platform Boosts Tangible Capital; Updating Estimates PDF MSBI 08/31/2020
SFNC Provides Deferral Update PDF SFNC 08/31/2020
Stephens Monthly Real Estate Update - August 2020 PDF 08/31/2020
Taking a Look at One Big Ten Market: Bloomington, Indiana PDF 08/31/2020
The Case to Go Long SBNY - Time Is on Your Side PDF SBNY 08/31/2020
Updating Price Target To Reflect Stock Split PDF MRTN 08/31/2020
Weekly Reader: BLFS, CDMO, CTLT, CYRX, OSUR, RGEN PDF 08/31/2020
Weyerhaeuser Chips Away at 2023 Maturities PDF WY 08/31/2020
Zoom 2Q21 Earnings Preview + Takeaways From Last Week's Pexip Conference Ca... PDF ZM 08/31/2020
2Q EPS Triples Yr Ago; SSS Up High Teens in 3Q; Raising Estimates Again; OW... PDF OLLI 08/28/2020
Afternoon Research Summary PDF 08/28/2020
Another Beat & Raise as Strong Demand & Execution Continue; Raising... PDF VEEV 08/28/2020
Cell/Gene Therapy Takes from World Orphan Congress, Updated Approvals to Wa... PDF 08/28/2020
COF/SLM Set New Savings Lows, Fed News Means More Coming: Deposit Rate Trac... PDF 08/28/2020
Energy Credit Update: Going Off the Rails on a Crazy Train PDF 08/28/2020
Mid-Day Research Summary PDF 08/28/2020
Mineral/Royalty Updated Estimates & Thoughts + Distribution Sensitiviti... PDF 08/28/2020
Morning Research Summary PDF 08/28/2020
Price Cuts Continue At Hertz; 145k Vehicles "Sold" Since Tracking In May PDF 08/28/2020
SAFM Reports 3Q20; Revising Estimates; Reiterate PT & EW Rating PDF SAFM 08/28/2020
Weekly Fuel Report (8/28/20) PDF 08/28/2020
Admirable Performance in a Tough Environment; Need Govt. Restrictions to Li... PDF DENN 08/27/2020
AM Update: 2Q Beats; COVID Disruption Less Than Feared; Service/Parts Stand... PDF TITN 08/27/2020
Back In Blackbaud; Initiating Coverage With An Overweight/Volatile Rating; ... PDF BLKB 08/27/2020
BLDR & BMCH Merger: The Whole Is Greater Than the Sum of the Parts PDF BLDR 08/27/2020
DORM Virtual NDR Takeaways: With Demand Stable, Focus Shifts to Margins PDF DORM 08/27/2020
EHC August Vols Update - IRF & Hospice Improve, HH Starts Above Pre-COV... PDF EHC 08/27/2020
FICO Virtual NDR: Still See Clear Medium- And Long-Term Value Drivers; Stay... PDF FICO 08/27/2020
First Look at F2Q Beat; Above the Street F3Q Guide & FY21 Guidance Rais... PDF VEEV 08/27/2020
First Look: AZO Announces Management Retirements PDF AZO 08/27/2020
First Look: BLDR & BMCH to Merge PDF BLDR 08/27/2020
First Look: July Pending Home Sales Point to Sustainable Purchase Mkt. Lift... PDF 08/27/2020
First Look: SAFM Reports 3Q20 PDF SAFM 08/27/2020
Morning Research Summary PDF 08/27/2020
Ranking Full-Service Diners; Resuming DRI OW / New Best Idea; Moving TXRH t... PDF 08/27/2020
Resuming DRI With an OW Rating, $98 Target, New Best Idea PDF DRI 08/27/2020
Solid 2Q Beat; Service/Parts Shines; Guide Reinstated Despite Uncertainties... PDF TITN 08/27/2020
Stephens Weekly Rail Update (Ended 8/22/20) PDF 08/27/2020
Takeaways From Virtual NDR: An Underappreciated Story That Deserves Attenti... PDF OMCL 08/27/2020
The Core is Sound + Optimal Blue Nearing; ~18x Fwd. EBITDA a Great Entry Po... PDF BKI 08/27/2020
Afternoon Research Summary PDF 08/26/2020
Asana Improved Its Form Ahead of Its Direct Listing; Extended S-1 Breakdown... PDF 08/26/2020
First Look: MATX Announces Alaska-Asia Express (AAX) Service as CLX+ Additi... PDF MATX 08/26/2020
HRL Reports 3Q20; Revising Estimates; Reiterating EW Rating & PT PDF HRL 08/26/2020
Mid-Day Research Summary PDF 08/26/2020
More CEO Insider Buys; Reiterate OW and $50 PT PDF CWH 08/26/2020
Morning Research Summary PDF 08/26/2020
Tough 1H20 for Payment Services; Reviewing the Business and 2H20 Outlook PDF USB 08/26/2020
Updating our CYRX Merger Model for MVE Acquisition; PT to $51 PDF CYRX 08/26/2020
Weekly Reader: Wirecard Pieces To PAGS/Railsbank; Ant IPO; ACIW Ownership N... PDF 08/26/2020
Conference Call TOMORROW With Cloud Video Leader Pexip | CFO Øystein H... PDF 08/25/2020
First Look: CYRX to Acquire MVE Biological Solutions PDF CYRX 08/25/2020
First Look: HRL Reports 3Q20 PDF HRL 08/25/2020
First Look: OPUS Receives PDMA Approval in Japan PDF SIEN 08/25/2020
First Look: PZZA Provides Business Update for August PDF PZZA 08/25/2020
Mid-Day Research Summary PDF 08/25/2020
Morning Research Summary PDF 08/25/2020
NDR Takeaways: Focused on Improving Returns, But It Could Be a Long Road Ah... PDF TRN 08/25/2020
Retail/Broadlines Implications From Recent Freight Market Update PDF 08/25/2020
Revising Estimates; For Decisions And Revisions Which A Minute Will Reverse... PDF SIEN 08/25/2020
Weekly Commodity Monitor (8/25/20) PDF 08/25/2020
World Pulp Statistics - July 2020 PDF 08/25/2020
Afternoon Research Summary PDF 08/24/2020
First Look: CTLT Signs AZN C-19 Vaccine Agreement to Provide Drug Substance... PDF CTLT 08/24/2020
First Look: Marketing Vertical in SMAR’s Crosshairs After Brandfolder... PDF SMAR 08/24/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 08/24/2020
July '20 Contract Awards: LTM Highway Awards Down ~(1%) YoY PDF 08/24/2020
Mid-Day Research Summary PDF 08/24/2020
Morning Research Summary PDF 08/24/2020
Near-Term Positive Following Industry Data; Worth Above 59% 2Q20 Tangible B... PDF ALLY 08/24/2020
Outlining Merger Math for CYRX Acquisition of CRYOPDP, PT to $44 PDF CYRX 08/24/2020
Restaurant Weekly: 8/24 PDF 08/24/2020
Thoughts on the Expense Outlook PDF ASB 08/24/2020
Weekly Reader: CERS, CTLT, CYRX, OSUR PDF 08/24/2020
FDA Clinical Data Update Supports Continued Market Share Gains PDF SIEN 08/21/2020
First Look: CYRX to Acquire CRYOPDP PDF CYRX 08/21/2020
First Look: July Existing Home Sales a Sizable Beat; Overall Vol. +17% YOY PDF 08/21/2020
Heavy Insider Buying Continues; Checks Positive; Reiterate OW and $50 PT PDF CWH 08/21/2020
Hertz Accelerates Used Car Price Cuts, Down 1.5% Wk/Wk, 8.5% Spread To Deal... PDF 08/21/2020
IPI 1-for-10 Reverse Stock Split PDF IPI 08/21/2020
Mid-Day Research Summary PDF 08/21/2020
More Cuts To 1yr CD Rates; Savings Rates Now 80bps: Deposit Rate Tracker PDF 08/21/2020
Morning Research Summary PDF 08/21/2020
On The Road Again...Day Four...End Of The Road PDF 08/21/2020
Retail Therapy - Updated Thoughts on Improving Retail Trends PDF 08/21/2020
Weekly Fuel Report (8/21/20) PDF 08/21/2020
A Look at Potential Earnings Power & Valuation; Price Target to $45 PDF AZEK 08/20/2020
Afternoon Research Summary PDF 08/20/2020
Highlights From Our Recent NDR With Green Plains PDF GPRE 08/20/2020
JKHY Final: Expectation Reset; Good Growth; Focus On '22; Potential Card Up... PDF JKHY 08/20/2020
Mid-Day Research Summary PDF 08/20/2020
Morning Research Summary PDF 08/20/2020
On The Road Again...Day Three PDF 08/20/2020
Southwest Bank Credit Review: The Waiting Is The Hardest Part PDF 08/20/2020
Stephens Weekly Rail Update (Ended 8/15/20) PDF 08/20/2020
Weyerhaeuser: Setting Dividend Policy While Blindfolded PDF WY 08/20/2020
A Transportation Analyst Hits The Road Again...Day Two PDF 08/19/2020
AAP Reports 2Q20; Raising Estimates & PT; Maintain EW Rating PDF AAP 08/19/2020
Afternoon Research Summary PDF 08/19/2020
Big 10 College Football Postponed - What That Could Mean For The Midwest Ba... PDF 08/19/2020
First Look: ADM Proposes To Sell $500 Mil. of Wilmar Shares PDF ADM 08/19/2020
JKHY Call: Growth 2H Loaded But Sales OK B/c Banks Spending; '22 7% Growth ... PDF JKHY 08/19/2020
Mid-Day Research Summary PDF 08/19/2020
Morning Research Summary PDF 08/19/2020
Our Latest Field Work: MCD Accelerates in Aug; WEN Seeing Harder Compares PDF 08/19/2020
Reiterate O Rating and 12-Month, $65 Price Target PDF ALC 08/19/2020
Retooling E&P Outlook Post Earnings: Updated PT, Ratings, Estimates, &a... PDF 08/19/2020
WMT Reports 2Q21; Revising Estimates; Reiterate OW Rating & PT PDF WMT 08/19/2020
A Transportation Analyst Hits The Road Again...Day 1 PDF 08/18/2020
Adweek Identity 2020 Presentation Highlights RAMP Opportunity PDF 08/18/2020
First Look: AAP Reports 2Q20 Beat PDF AAP 08/18/2020
First Look: ELY Announces Big Bertha B-21 Club Launch PDF ELY 08/18/2020
First Look: Mix & Margins Result In 2Q20 Shortfall PDF ALC 08/18/2020
First Look: WMT Reports 2Q21 PDF WMT 08/18/2020
JKHY 4Q 1st Look: PF Rev/EBIT Miss & Op EPS Meet; FY21 Rev/EPS Guide Mi... PDF JKHY 08/18/2020
July Data Implies 9% EPS Upside, Losses At Lower/Midpoint Of Guidance Range... PDF OMF 08/18/2020
Mid-Day Research Summary PDF 08/18/2020
Morning Research Summary PDF 08/18/2020
Payments Update: KKR Selling 5 Mil. FISV Shares; LatAm Acquirer EVTC For Sa... PDF 08/18/2020
Top Pick In Our Auto Space; View 10% Top-Line Growth Sustainable With Large... PDF CRMT 08/18/2020
V Virtual NDR: Better Position Post Virus B/c Accelerated Ecom/Contactless/... PDF V 08/18/2020
Weekly Commodity Monitor (8/18/20) PDF 08/18/2020
Afternoon Research Summary PDF 08/17/2020
Better Net Charge-Offs Than We Anticipated, Encouraged With Lower Delinquen... PDF ADS 08/17/2020
Containerboard & Boxes - July 2020 PDF 08/17/2020
Corteva Talks About the Future PDF CTVA 08/17/2020
Credit Continues To Improve In July; Loan Decline In line With Expectations... PDF SYF 08/17/2020
First Look: 95% Consensus Beat On Strong Sales; Trend Better Than Pre-COVID... PDF CRMT 08/17/2020
Hertz Makes Large Cut To Car Prices, Down 1.1% W/ Wider Spread to Dealershi... PDF 08/17/2020
July Headcount Data for the U.S. Rails PDF 08/17/2020
Kabbage Interesting Long-Term Play; July Trends In line With Our 3Q20 Forec... PDF AXP 08/17/2020
Mid-Day Research Summary PDF 08/17/2020
Mixed Trends In July, With Losses Better But Loans Lower PDF DFS 08/17/2020
Model Maintenance For Share Buybacks PDF SC 08/17/2020
More Rate Cuts And 80bps Looks Like New Savings Normal: Deposit Rate Tracke... PDF 08/17/2020
Morning Research Summary PDF 08/17/2020
Paperboard - July 2020 PDF 08/17/2020
Recoveries Jump In July And Losses Performing Strongly; Forbearance Below C... PDF SC 08/17/2020
Recovery in Outpatient Visits Plateaued at -10% vs. March Baseline in July PDF 08/17/2020
Restaurant Weekly: 8/17 PDF 08/17/2020
Stephens Monthly Medicaid Enrollment Tracker - August 2020 Update PDF 08/17/2020
Used Car Price Strength In July With JD Power Up 12% y/y, Manheim Up 13% Y/... PDF 08/17/2020
Weekly Reader: BLFS, CTLT, CYRX, OSUR PDF 08/17/2020
1H20 Cell/Gene Therapy Update: Strong 1H Financing, Updating Approvals to W... PDF 08/14/2020
1Q21 Earnings Preview; Revising Estimates & PT; Maintain EW Rating PDF CASY 08/14/2020
Afternoon Research Summary PDF 08/14/2020
Bus Svcs Reader: GS Card News; Google Bank Svs; SQ Consumer Loan; STNE/LINX... PDF 08/14/2020
EFX 2Q Final: Workforce Penetration, Long Refi = Positives But Largely Buil... PDF EFX 08/14/2020
F3Q20 Earnings Preview; Revising Estimates & PT; Maintain EW Rating PDF HRL 08/14/2020
F3Q20 Food & Agribusiness Earnings Preview PDF 08/14/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 08/14/2020
Mid-Day Research Summary PDF 08/14/2020
Morning Research Summary PDF 08/14/2020
Southwest Bank Update: Loan Deferral Commentary Fairly Positive; Upgrading ... PDF 08/14/2020
Stephens TL Rate Index 2Q20 Update PDF 08/14/2020
Weekly Fuel Report (8/14/20) PDF 08/14/2020
"Take Share" Differentiates ECN In Already Strong Home Improvement Market PDF ECN-CA 08/13/2020
A View Toward Higher AUVs & More Efficient Cost Structure Post-COVID: F... PDF EAT 08/13/2020
Afternoon Research Summary PDF 08/13/2020
Covered CA Prelim HIX Rates for 2021 Show Average Increase of +0.6% PDF 08/13/2020
EHC Provides July Volume Updates - Trends Moderated Sequentially from June PDF EHC 08/13/2020
EPAY 4Q Last: Good Prods/Mkts; Sales>Feared; Full Value (But See PMX Sce... PDF EPAY 08/13/2020
First Look at AZEK F3Q20 Earnings Results & F4Q20 Guidance PDF AZEK 08/13/2020
First Look: New Refi Fee From the GSEs; Not Likely a Material Threat PDF 08/13/2020
GPK: Strategic Alignment PDF 08/13/2020
Increasing Price Target As Revenue & Adjusted EBITDA Outperform PDF SDC 08/13/2020
Mid-Day Research Summary PDF 08/13/2020
Morning Research Summary PDF 08/13/2020
Moving Forward with Build-Out of Retail Franchise PDF PNC 08/13/2020
Running on AIR: Thoughts on Accr. Interest Receivables and Cash Interest In... PDF 08/13/2020
Stephens Weekly Rail Update (Ended 8/8/20) PDF 08/13/2020
Takeaways From Recent NYC CRE Expert Call PDF 08/13/2020
Takeaways From The (Virtual) Road PDF MATX 08/13/2020
WMT's Ecommerce Business & Implication For Future Valuation + Earnings ... PDF WMT 08/13/2020
2Q20 Earnings Season Recap: Rails & Transportation Equipment Suppliers PDF 08/12/2020
2Q20 Results Miss & Path to Profitability Remains Unclear; Remain EW PDF RAIL 08/12/2020
2Q20 Wrap: Strong 2Q Execution Adds to Confidence in L-T Trajectory; PT to ... PDF PNTG 08/12/2020
Afternoon Research Summary PDF 08/12/2020
Changing Best Idea to PNTG - Still in 1st Inning of Compelling L-T Growth S... PDF PNTG 08/12/2020
CORE Virtual NDR Highlights - Management Deftly Navigating Through COVID-19... PDF CORE 08/12/2020
First Look at Accretive Tuck in Acquisition PDF OMCL 08/12/2020
First Look at EAT F4Q20 Earnings PDF EAT 08/12/2020
First Look: July Title Orders Point to Renewed Refi Momentum PDF FAF 08/12/2020
First Look: Revenue & Adjusted EBITDA Beat, On-Track for 4Q Adj. EBITDA... PDF SDC 08/12/2020
IPI 2Q20: Just the Outlook PDF IPI 08/12/2020
Mid-Day Research Summary PDF 08/12/2020
Morning Research Summary PDF 08/12/2020
Transportation Expert Call Takeaways: FTR's Updated View on the Freight Mar... PDF 08/12/2020
With Turnaround Nearly Complete, Focus Shifts To Cycle Inflection & Exe... PDF CVLG 08/12/2020
2Q20 Adj. EBITDA Beats Street by 98%; 2020 Adj. EPS Guide Boosted ~34% PDF PNTG 08/11/2020
2Q20 Wrap: As Cash Pile Builds, M&A Should Kick Into Higher Gear; TP to... PDF ADUS 08/11/2020
2Q20 Wrap: Delivering Value on Operating Execution Despite Tough SNF Backdr... PDF ENSG 08/11/2020
A Lot of Positives in 2Q20 But the Outlook Shapes Up Far Better; PT to $100... PDF BKI 08/11/2020
ACIW 2Q Final: Some Incremental Positives Makes Set Up A Bit Better PDF ACIW 08/11/2020
Afternoon Research Summary PDF 08/11/2020
ANDE Reports 2Q20; Revising Estimates & PT; Reiterate EW(Vol.) Rating PDF ANDE 08/11/2020
Downgrading BECN to EW/(Vol) on Longer-Term Commercial Demand Uncertainty PDF BECN 08/11/2020
First Look: A Precipitous Decline Amidst Allegations of Systemic Fraud PDF STAA 08/11/2020
GPN 2Q Final: AWS + Vertical/Integrated Vols + Less-Than-Expected Churn=Buy... PDF GPN 08/11/2020
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