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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
Provides COVID-19 Update & Withdraws Financial Guidance PDF R 04/02/2020
SAFM Provides Business Update PDF SAFM 04/02/2020
Strong 4Q Print; COVID-19 Massively Disruptive to F21 Estimates; Remain OW PDF KMX 04/02/2020
Takes From Stephens Hosted Expert Call w/ A2 on Recession Impact on HC Serv... PDF 04/02/2020
THC Withdraws 1Q20 / 2020 Outlook; Provides Business Ops & Liquidity Up... PDF THC 04/02/2020
Afternoon Research Summary PDF 04/01/2020
AMED CEO Sheds Light on COVID-19 Impact on Home Health PDF 04/01/2020
Auto Parts Update: COVID-19 = NT Miles Driven Headwind; Moving to EW on GPC... PDF 04/01/2020
Company Update; Discounted Values Offer Up an Enticing Entry Point PDF CNNE 04/01/2020
COVID-19 Impact On C-Stores: Resilient But Not Immune, CASY to EW; Reit MUS... PDF 04/01/2020
Dave Michels - Industry Expert Call | April 2 | 2:00 pm ET/1:00 pm CT PDF 04/01/2020
Deep Dive on Debt: Leverage, Liquidity, Maturities & Maintenance Covena... PDF 04/01/2020
Essential Status Should Drive Market Share; Updating TSCO Estimates; Reit. ... PDF TSCO 04/01/2020
Final Reminder to Register: Expert Call Tomorrow: Recession Impact on HC Se... PDF 04/01/2020
First Look at 4Q19 Results PDF PUMP 04/01/2020
First Look: BOOM Reduces Workforce by ~1/3 PDF BOOM 04/01/2020
First Look: Debt Restructuring Yields Interest Savings PDF COO 04/01/2020
First Look: HP Gives Capital Allocation Update; Cuts Dividend 65% PDF HP 04/01/2020
First Look: KR Provides Business Update on COVID-19, Reconfirms 2020 Guidan... PDF KR 04/01/2020
First Look: March PMI @ 49.1% vs. Consensus of 43.3% and February’s 5... PDF 04/01/2020
First Look: WTTR Gives Operational Update and Announces Strategic Actions PDF WTTR 04/01/2020
Mid-Day Research Summary PDF 04/01/2020
Morning Research Summary PDF 04/01/2020
New Model Assumes Tougher U-Shaped Rebound But Still A Buy; Do Like V Bette... PDF MA 04/01/2020
Own Even W/Long U-Shape Rebound Assumptions; Charts W/FY2Q Weekly Growth Ra... PDF V 04/01/2020
Stock Read-Throughs From California Banking & Finance Expert Call PDF 04/01/2020
Takeaways After Our Conference Call with Vonage Management PDF VG 04/01/2020
UNH & CNC Join Other MCOs in Waiving Member Cost-Sharing for C-19 Treat... PDF 04/01/2020
Updated Economics Behind Paycheck Protection Program; Challenging for Lende... PDF 04/01/2020
Updating our PUMP Model Post-Earnings PDF PUMP 04/01/2020
Weyerhaeuser Provides Business Updates, Revising Estimates, Lowering PT PDF WY 04/01/2020
~50% of KMX Locations Closed; Checks Indicate Disparate Sales Trends by Mar... PDF KMX 03/31/2020
Afternoon Research Summary PDF 03/31/2020
AIA Survey: U.S. Nonresi Negative for '20; Hopeful for a V-Recovery (Maybe ... PDF 03/31/2020
Business Update and Plan of Action Amid COVID-19 Outbreak PDF PAG 03/31/2020
CALM Reports 3Q20; Revising Estimates & PT; Reiterate OW Rating PDF CALM 03/31/2020
CMS Suspends Home Health RCD Demos & Provides Addl. Flexibilities PDF 03/31/2020
Correction: V 1st Look: Lowers FY2Q20 Guidance For COVID-19; Reiterate OW PDF V 03/31/2020
Coverage Takeaways After Our Conference Call with Fuze PDF 03/31/2020
Domino's Provides F1Q Business Update PDF DPZ 03/31/2020
Envision (Private) Provides Update on Recent Decline in Elective Procedure ... PDF 03/31/2020
First Look: Papa John's Provides COVID-19 Business Update PDF PZZA 03/31/2020
Hitting The Brakes On Auto Lender Estimates: 43% EPS Cuts To 2021E PDF 03/31/2020
L-P Provides Business Update, Revising Estimates, Lowering Price Target PDF LPX 03/31/2020
Mid-Day Research Summary PDF 03/31/2020
MLM Updated Thoughts PDF MLM 03/31/2020
Morning Research Summary PDF 03/31/2020
NCR 1st Look: Chair/CEO/CFO/COO Vol 50%-100% Temp Pay Cut; Others 5%-20% Le... PDF NCR 03/31/2020
NCR Bus Update: Less Neg C-19 Risk Than Fears; Liquidity OK; Var Mfg Cost H... PDF NCR 03/31/2020
NDR Takeaways: ADUS Well Positioned to Weather the COVID Tempest PDF ADUS 03/31/2020
Provides Business Update & Withdraws 2020 Guidance in Response to COVID... PDF HUBG 03/31/2020
Stephens Inc. Real Estate Services Valuation Tables PDF 03/31/2020
Stephens Monthly Real Estate Update - March 2020 PDF 03/31/2020
VMC Updated Thoughts PDF VMC 03/31/2020
Weekly Commodity Monitor (3/31/20) PDF 03/31/2020
Afternoon Research Summary PDF 03/30/2020
Announces $600 mil. Equity Raise via Direct Offering; Guidance Withdrawn PDF CVNA 03/30/2020
Cal-Maine Foods, Inc. (CALM): Conference Call With Cal-Maine CFO Max Bowman... PDF 03/30/2020
CARES Act CECL Update & Other Regulatory Actions PDF 03/30/2020
Cigna and Humana to Waive Member Cost-Sharing for COVID Treatments PDF 03/30/2020
Estimating Bank Geographic COVID-19 / Social-Distancing Exposures PDF 03/30/2020
Expert Conference Call Reminder: Recession Impact on HC Services w/ A2 Stra... PDF 03/30/2020
First Look: A Favorable Extension + Bold Statement of Leadership PDF IVC 03/30/2020
First Look: BSX Withdraws 1Q20 & CY20 Guidance PDF BSX 03/30/2020
First Look: CALM Reports 3Q20 PDF CALM 03/30/2020
First Look: DVN Provides Revised Outlook Due to Commodity Weakness PDF DVN 03/30/2020
First Look: February PHS Posts Big Beat; Attention Still On What's Ahead PDF 03/30/2020
First Look: Provides 1Q Ops Update, Pulls Down Revolver Capacity PDF ARCB 03/30/2020
IP Selling Grupo Orsa to Klabin PDF IP 03/30/2020
Mid-Day Research Summary PDF 03/30/2020
Morning Research Summary PDF 03/30/2020
Mr. Draconian, Your Credit Card Estimates Are Here: Harsh Cuts to EPS, Targ... PDF 03/30/2020
Provides High Level Update on COVID-19 & Withdraws 2020 Guidance PDF SRI 03/30/2020
Pulp Markets Tight, But Big Closures Probably Temporary PDF 03/30/2020
Rail Shipper Survey on COVID-19 PDF 03/30/2020
Resignation of President Credit & Collections Adds to Credit Concerns PDF CONN 03/30/2020
Restaurant Weekly: 3/30 PDF 03/30/2020
Takeaways From Auto Retail Expert Call With Jim Press PDF 03/30/2020
Thoughts on COVID-19 As It Relates to Our LS Tools Coverage PDF 03/30/2020
Thoughts on Epic Games Publishing Announcement PDF 03/30/2020
V 1st Look: Lowers FY2Q20 Guidance For COVID-19; Reiterate OW PDF V 03/30/2020
Weekly Reader: BLFS, CERS, CDMO, CTLT, CYRX, REPH, RGEN, PDF 03/30/2020
Afternoon Research Summary PDF 03/27/2020
AIA Incrementally Bearish per COVID-19; Survey Says “Join Our Monday ... PDF 03/27/2020
Announces Mgmt Team Shifts, Withdraws 2020 Guidance & Provides Liquidit... PDF TRN 03/27/2020
Art Collector List PDF 03/27/2020
Expert Call With Kermit Baker PDF 03/27/2020
Extends Store Closure Time Frame; Draws $150 mil. on Credit Facility PDF PRTY 03/27/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 03/27/2020
KAR Update Call Takeaways; Management Working to Limit Cash Burn; Reit. EW ... PDF KAR 03/27/2020
Mid-Day Research Summary PDF 03/27/2020
Morning Research Summary PDF 03/27/2020
Stephens Expert Conference Call: Recession Impact on HC Services w/ A2 Stra... PDF 03/27/2020
Stephens Weekly Rail Update (Ended 3/21/20) PDF 03/27/2020
U.S. & Intl. COVID-19 Restaurant Impact Tracker: 3/27 PDF 03/27/2020
Understanding COVID-19's Demand Impact On U.S. Gasoline Retailers & Eth... PDF 03/27/2020
Updating Hotel Pricing Trends Across The U.S. PDF 03/27/2020
Upgrade to OW/Vol: Great Business During Recession, Even Better With Stimul... PDF CRMT 03/27/2020
US SDNY Files Medicare False Claims Case Against ANTM on MA RA Chart Coding... PDF ANTM 03/27/2020
Weekly Fuel Report (3/27/20) PDF 03/27/2020
Weekly Housing Update: No Fallout But Could Be the Calm Before the Storm PDF 03/27/2020
Afternoon Research Summary PDF 03/26/2020
Analyzing Loss Tolerance in an Uncertain Environment PDF 03/26/2020
Exposure to the Retail Sector at Select U.S. Banks PDF 03/26/2020
First Dealer to Disclose COVID-19 Impacts and Actions to Curb Costs PDF GPI 03/26/2020
First Look: LKQ Withdraws 2020 Guidance; Liquidity Not a Concern PDF LKQ 03/26/2020
First Look: PUMP Announces Strategic Actions In Response to Current Environ... PDF PUMP 03/26/2020
First Look: Slack's Key Metrics Experiencing an Uplift as a Result of COVID... PDF WORK 03/26/2020
Lowering Estimates; Still Our Favorite CTV Biz Model; OW/V; $310 PT to $255... PDF TTD 03/26/2020
Mid-Day Research Summary PDF 03/26/2020
Morning Research Summary PDF 03/26/2020
Morning Update: Sales Light; Ag Segment Drives Slight EPS Beat; EW PDF TITN 03/26/2020
NT Uncertainty on COVID-19; Exposure More Concentrated to Construction; EW PDF TITN 03/26/2020
Senate Relief Package Includes a Range of Benefits for Our HC Services Cove... PDF 03/26/2020
Spring Planting Call with Dr. Michael Cordonnier PDF 03/26/2020
SUM: Company Update & a Look at Balance Sheet Items PDF SUM 03/26/2020
Takeaways from the MBA Chief Economist Conference Call PDF 03/26/2020
Updated Thoughts on RGEN PDF RGEN 03/26/2020
Upgrade FICO: Gov't Mitigates Loans Worry; Core FICO Seg Valuation Too Chea... PDF FICO 03/26/2020
Wendy's Provides Business Update; Our Thoughts PDF WEN 03/26/2020
World Pulp Statistics - February 2020 PDF 03/26/2020
ABG Terminates Park Place Acquisition; Preserves Strong Balance Sheet PDF ABG 03/25/2020
Aetna to Cover COVID-19 Cost-Sharing Testing AND Treatment in Commercial Bi... PDF 03/25/2020
Afternoon Research Summary PDF 03/25/2020
Automotive Retail Expert Call--Friday, March 27 at 1 pm ET PDF 03/25/2020
BSX Model Maintenance PDF BSX 03/25/2020
C-Virus Update: New Ests; Liquidity; Unit Economics; Upgrade MCD to OW From... PDF 03/25/2020
CMP: Internal Catalysts Replace External, Modest Estimate and PT Revision PDF CMP 03/25/2020
CMS Releases Guidance on 6.2% Medicaid FMAP Bump Passed by Congress Last We... PDF 03/25/2020
Declining Cost-Per-Install Should Benefit Mobile Game Companies PDF 03/25/2020
Details on Health Care Funding in the Big Stimulus Bill (From Bill Summary)... PDF 03/25/2020
Early Days But Lending And Liquidity Trends Don't Seem As Bad As Market Imp... PDF 03/25/2020
Expert Call Takeaways: FTR's View of the COVID-19 Impact on the Freight... PDF 03/25/2020
First Look: ABMD Suspends STEMI-DTU Trial and Provides COVID-19 Update PDF ABMD 03/25/2020
First Look: ELY Withdraws 2020 Guide (No Surprise); Asia Beginning to Impro... PDF ELY 03/25/2020
First Look: iTero Element 5D Receives FDA Approval PDF ALGN 03/25/2020
First Look: Stimulus Package A Positive For Subprime Lenders PDF 03/25/2020
Fuze Conference Call | March 26 | 11:00 am ET/10:00 am CT PDF 03/25/2020
Mid-Day Research Summary PDF 03/25/2020
Morning Research Summary PDF 03/25/2020
Patent Issuance Protects Key Competitive Advantage PDF ESTA 03/25/2020
SQ Update: Through Reset Expectations Risk; Expect SQ Resilience On Other S... PDF SQ 03/25/2020
Takeaways from the Title Insurance & HomeSmart Conference Calls PDF 03/25/2020
Takeaways from WGO 2Q20 Earnings Call PDF CWH 03/25/2020
Texas Medicaid STAR+PLUS and STAR/CHIP Re-Procurements Canceled PDF 03/25/2020
Updating Price Target To Reflect Stock Split PDF ODFL 03/25/2020
A Review of Restaurant Exposure at U.S. Banks PDF 03/24/2020
Adjusting Estimates and Target for Lower Capex Outlook; Name to Keep on Rad... PDF TALO 03/24/2020
Afternoon Research Summary PDF 03/24/2020
Analyst Day: EVBG's Best-of-Breed Platform Rises to the COVID-19 Challenge PDF EVBG 03/24/2020
Biz Update; Healthy Balance Sheet Positions Zillow Well For Whatever Comes ... PDF ZG 03/24/2020
First Look: Implementing Downturn Contingency Plans; Merger Update PDF CHX 03/24/2020
First Look: SLB Provides Operational Update PDF SLB 03/24/2020
How Bad Does it Get? Revising Estimates and Scenarios PDF 03/24/2020
MA: Lower 1Q Guide, Pulled '20 Guide; Think A Buy On New Lower Numbers PDF MA 03/24/2020
Mid-Day Research Summary PDF 03/24/2020
Morning Research Summary PDF 03/24/2020
NEOG F3Q20: First Look PDF NEOG 03/24/2020
NEOG F3Q20: Just the Outlook PDF NEOG 03/24/2020
SQ 1st Look: Guide: -25% GPV Growth Last 10 Days Better Than Feared PDF SQ 03/24/2020
SQ 1st Look: Investor Day Slides Highlights; Unit Econ/TAM Still Attractive... PDF SQ 03/24/2020
SQ Call: GPV Decel 45% By Last Few Days; $3 Bil. Liquidity; Scaled Capital ... PDF SQ 03/24/2020
Updated Thoughts & Estimates; Marine NAV Should Provide Downside Suppor... PDF KEX 03/24/2020
Weekly Commodity Monitor (3/24/20) PDF 03/24/2020
A Closer Look at Bank Lending Exposures to the Hospitality Industry PDF 03/23/2020
AER: Model Maintenance/Correction to Estimates PDF AER 03/23/2020
Afternoon Research Summary PDF 03/23/2020
Auto Dealer EPS Sensitivity; Analysis of Incremental Units; Lowering PTs PDF 03/23/2020
Bank Regulators Grant 6 Month Grace Period for COVID-19 Impact PDF 03/23/2020
BSX Model Maintenance PDF BSX 03/23/2020
Cal-Maine Foods, Inc. (CALM): Conference Call With Cal-Maine CFO Max Bowman... PDF 03/23/2020
COVID-19 Price Target & Estimate Revision Summary PDF 03/23/2020
COVID-19 Restaurant Impact Tracker Including New International Edition: 3/2... PDF 03/23/2020
Everbridge Becomes the Public Warning Global Leader After one2many Acquisit... PDF EVBG 03/23/2020
First Look: A Balanced Approach PDF IVC 03/23/2020
First Look: Guidance Pulled as Cost Controls & Capital Allocation Re-Ev... PDF HP 03/23/2020
First Look: Reducing Active Fleets, Costs and Capex in Response to Market PDF NEX 03/23/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 03/23/2020
KAR Halts N.A. Physical Business For 2 Wks; Adjusting Est's & PT; Maint... PDF KAR 03/23/2020
Liquidity & Leverage Comps for Our Healthcare Services Coverage List PDF 03/23/2020
Liquidity Endurance For The Long-Haul: Severe Stress Cash 11mo Liquidity &g... PDF 03/23/2020
Mid-Day Research Summary PDF 03/23/2020
Morning Research Summary PDF 03/23/2020
Online Deposits Cut 20-25bps By Several, But AXP Raises: Deposit Rate Track... PDF 03/23/2020
Precautionary Borrow; ; COVID-19 Brings Multiple Headwinds; Moving to EW PDF CONN 03/23/2020
Restaurant Weekly: 3/23 PDF 03/23/2020
SBA & Byline; New Program Encouraging – Credit Risk Higher in Leg... PDF BY 03/23/2020
SQ 1st Look: Investor Day Becomes Update Call; Refunding March Software Fee... PDF SQ 03/23/2020
Stephens Real Estate Services - Busy Week Ahead; Expert Calls to Consider PDF 03/23/2020
Weekly Reader: BLFS, CDMO, CTLT, REPH, RGEN, TECH PDF 03/23/2020
A High-Level Look at Building Materials in Weaker Demand Environment PDF 03/20/2020
ADUS Personal Care Services Will Remain Operational as Part of NY Shutdown PDF ADUS 03/20/2020
Afternoon Research Summary PDF 03/20/2020
Assessing COVID-19 For Golf Industry: NT Backdrop Softens; Mkt. Pricing In ... PDF 03/20/2020
Assessing The Damage Post Oil Melt Down; Updating Ratings, Targets, & E... PDF 03/20/2020
Changing Best Idea to FMC PDF FMC 03/20/2020
Conference Call With America's Car-Mart (CRMT) CEO: March 26th @ 11am ET PDF 03/20/2020
Confirms 2yrs+ Liquidity In Today's Update; Reiterate Best Idea 2020 PDF OMF 03/20/2020
Coronavirus Impact on Video Game Stocks PDF 03/20/2020
Crop Expert Call w/ Dr. Michael Cordonnier: March 26 @ 2pm ET/1pm CT PDF 03/20/2020
Denny's Has Financial Staying Power; Mkt. Dislocation Presents Buying Windo... PDF DENN 03/20/2020
Expects to Miss 1Q20 & 2020 Guidance from COVID-19; Details Not Quantif... PDF WNC 03/20/2020
February '20 Contract Awards: Slight Improvement Before Potential Virus Imp... PDF 03/20/2020
First Look: Announces Special Cash Bonus For Hourly Associates/New Hiring P... PDF WMT 03/20/2020
First Look: Feb. Existing Home Sales Beat Again; Attention On What Lies Ahe... PDF 03/20/2020
First Look: Like Zillow, RE/MAX Opting to Play the Long Game With Customers... PDF RMAX 03/20/2020
First Look: TSC Provides 1Q20 Financial Update PDF TSC 03/20/2020
Mid-Day Research Summary PDF 03/20/2020
Morning Research Summary PDF 03/20/2020
OFS Model Maintenance PDF 03/20/2020
PAGS Call: Brazil Pmts/Neo Bank Opp Big; Low CAC/LTV = Defensible PDF 03/20/2020
PPE Supply Shortage Impacting Home Care Providers in NY PDF 03/20/2020
Remote Work Shift Is Right In Vonage's Wheelhouse; Our Updated Thoughts/SOT... PDF VG 03/20/2020
Senate COVID Bill Includes Support for Hospitals; Industry Seeking $100 Bil... PDF 03/20/2020
Slight 4Q Miss; No Guide; LT Story Intact, A Beneficiary of Retail Shakeout... PDF OLLI 03/20/2020
State-Level COVID-19 Restaurant Impact Tracker: 3/20 PDF 03/20/2020
Stephens Weekly Rail Update (Ended 3/14/20) PDF 03/20/2020
This Cycle’s Over; Who’s Left Standing for the Next?; Adj. Rati... PDF 03/20/2020
Updating West Coast Hotel Pricing Trends & WAL / PACW Hotel Review PDF 03/20/2020
Weekly Fuel Report (3/20/20) PDF 03/20/2020
Weekly Housing Update: Re-Visiting the COVID-19 Impact PDF 03/20/2020
"I Don't Think The Heavy Stuff Is Coming Down for Awhile": Risk Off; What 2... PDF 03/19/2020
A Look Back at Our Coverage List in the Past Recession & Our Latest Tho... PDF 03/19/2020
Acadia Temporarily Suspends Sale Process for U.K. Assets Due to COVID-19 PDF ACHC 03/19/2020
Afternoon Research Summary PDF 03/19/2020
Break On Through To The Other Side: Liquidity Summary for our Coverage Univ... PDF 03/19/2020
CMS Issues Formal Guidelines for Halting Non-Essential Med & Dental Pro... PDF 03/19/2020
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