Research

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.

Report Filtering Options
Date range:
to

Report Title PDF Companies Publish Date
Raising 2020-2022 Revenues on Prime Rx Services Contract & Stronger MA ... PDF CI 01/13/2020
Restaurants - Weekly Update PDF 01/13/2020
Sentiment Review After a Week of Investor Meetings; Topics / Stocks Debated... PDF 01/13/2020
Updating Our Model Post Initial 2020 Guide; Raise TP to $88 (from $85); PDF EHC 01/13/2020
4Q Data Preview: CSGP Best Idea, Buy RAMP, Wary of EFX Near Term, FICO/EXPG... PDF 01/10/2020
4Q19 Bank Tech Prev: Buy FIS/FISV; Missed EPAY; Unclear QTWO Catalysts; EW ... PDF 01/10/2020
4Q19 Preview (Finally Hit Bottom) & 2020 Outlook (Focus on Tech. & ... PDF 01/10/2020
Afternoon Research Summary PDF 01/10/2020
CASY Investor Day Highlights PDF CASY 01/10/2020
CYRX Announces Preliminary 4Q19 Revenue PDF CYRX 01/10/2020
First Look: KRP Announces $175 mil. Acquisition of Mineral/Royalty Interest... PDF KRP 01/10/2020
Flu Activity Remains Elevated vs. 2018-2019 Season But Moderated Week-Over-... PDF 01/10/2020
Mid-Day Research Summary PDF 01/10/2020
Morning Research Summary PDF 01/10/2020
Payments, Bank Tech, Data Services Comp Table PDF 01/10/2020
PYPL First Look: Strategic Investment Impact on 4Q Results PDF PYPL 01/10/2020
Restaurants: Prepping for ICR Day 1 PDF 01/10/2020
San Francisco Primer: 2020 Edition PDF 01/10/2020
Stephens Medicare Enrollment Tracker - January 2020 Update PDF 01/10/2020
Stephens Monthly Rail Update – January 2020 PDF 01/10/2020
Stephens Weekly Rail Update (Ended 1/4/20) PDF 01/10/2020
Updated Thoughts on the NIM and Growth Heading Into Earnings - Tweaking Est... PDF ISBC 01/10/2020
Updates SSS, EPS Guidance Ahead of ICR Conference Next Week PDF BOOT 01/10/2020
Weekly Fuel Report (1/10/20) PDF 01/10/2020
2020 Healthcare Services Industry Outlook - SLIDES ATTACHED PDF 01/09/2020
4Q19 Preview: Curb Your Enthusiasm: Retain OW / Lowering Estimates PDF 01/09/2020
Afternoon Research Summary PDF 01/09/2020
AVNS, BSX, DXCM, GKOS, STAA: Pre-Conference Model Adjustments PDF 01/09/2020
CASY Details Long-Term Financial Targets In Investor Day Presentation PDF CASY 01/09/2020
F1Q20 Adj. EPS Miss; Reiterated FY20 Guide Implies Steep 2H Ramp; Remain EW... PDF GBX 01/09/2020
Fine-Tune Model Post 8-K Update for Lower PDP; No Change to Adj. EPS Ests &... PDF HUM 01/09/2020
Kansas Medicaid Expansion Deal Announced; CNC, UNH & CVS Current MCO In... PDF 01/09/2020
Lowering 4Q19 EPS for Fewer Aircraft Purchased and Sold Than Forecast PDF AER 01/09/2020
Mid-Day Research Summary PDF 01/09/2020
Morning Research Summary PDF 01/09/2020
New CFO Appointed; Updated Guidance PDF PRTY 01/09/2020
TGNA Issues 2020 Guidance PDF TGNA 01/09/2020
Afternoon Research Summary PDF 01/08/2020
Domtar pulp hike signals the bottom is secure PDF UFS 01/08/2020
E&P Weekly: Thoughts on Company Updates This Week PDF 01/08/2020
First Look at Fiscal 1Q20 Miss; FY20 Guidance Reiterated PDF GBX 01/08/2020
Manheim Gets Optimistic With +1.5% Y/Y Used Car Forecast For 2020 PDF 01/08/2020
Mid-Day Research Summary PDF 01/08/2020
Morning Research Summary PDF 01/08/2020
Stephens Federal HIX 2020 Tracker; Sign-Ups End Up Largely Flattish w/ 2019... PDF 01/08/2020
2020 Heavy Materials Preview; Public Demand to Continue Fueling Growth PDF 01/07/2020
2020 Stephens SaaS Outlook PDF 01/07/2020
4Q19 Quarterly Grain Preview PDF 01/07/2020
CALM Reports 2Q20; Revising Estimates; Reiterate Rating & PT PDF CALM 01/07/2020
Cell and Gene Therapy: A Likely Tailwind for LS Tools Over the Next Decade PDF 01/07/2020
CMP: Solid snow, mixed volumes PDF CMP 01/07/2020
December SAAR Hits 16.9 Mil.; Caps 5th Consecutive Year of 17 Mil.+ Unit Sa... PDF 01/07/2020
Final Details: Stephens West Coast Bank Field Trip - February 24-26 PDF 01/07/2020
First Look: APA Announces Oil Discovery Offshore Suriname PDF APA 01/07/2020
First Look: Range Announces 2020 Capital Budget PDF RRC 01/07/2020
First Look: TFX's UroLift Granted an Expanded Indication PDF TFX 01/07/2020
Mid-Day Research Summary PDF 01/07/2020
Morning Research Summary PDF 01/07/2020
Outlook is Encouraging; After the Strong 2019 Valuation Keeps Us Sidelined PDF PNC 01/07/2020
Regenerative Medicine Tailwinds Support Robust Growth Outlook, Initiating O... PDF CYRX 01/07/2020
Super Regional Banks: Strong Relative Performance in 2019, Our Thoughts on ... PDF 01/07/2020
TECH Poised for Accelerating Growth & Expanding Margins, Resuming OW-Vo... PDF TECH 01/07/2020
TGNA Issues 4Q19 Guidance PDF TGNA 01/07/2020
Tools Play on Cell/Gene Therapy = Impressive Growth Outlook; Initiating OW-... PDF BLFS 01/07/2020
Weekly Commodity Monitor (1/7/20) PDF 01/07/2020
2020 Bank Industry Outlook & Top Picks For The Year PDF 01/06/2020
2020 Outlook: Cautiously Ringing In New Year: D/G CURO, ELVT; U/G SC PDF 01/06/2020
4Q19 Airline Preview & 2020 Outlook; Naming UAL Our Best Idea PDF 01/06/2020
4Q19 Guidance Raise Bullish for NEX PDF NEX 01/06/2020
Afternoon Research Summary PDF 01/06/2020
CI's Integrated Offerings Demonstrate Significant Savings for Employer Plan... PDF CI 01/06/2020
Dallas Texas Bank Trip February 3-5 PDF 01/06/2020
December Preliminary Class 8 Orders PDF 01/06/2020
Elevated Flu May Show Marginal Impacts on 4Q19 Prints for MCOs / Hospitals PDF 01/06/2020
First Look: CALM Reports 2Q20 PDF CALM 01/06/2020
First Look: Topgolf Rumored to Be in Talks For IPO; Reported Val. ~$4 Bil. PDF ELY 01/06/2020
FNB's Ability to Generate Capital Is Hard to Ignore: Resuming Coverage Over... PDF FNB 01/06/2020
High Quality Permian Operator At Attractive Valuation; Reiterate OW Rating PDF PE 01/06/2020
Initiating Equal-Weight - Valuation Fully Reflects Mortgage and Other Posit... PDF TOWN 01/06/2020
Mid-Day Research Summary PDF 01/06/2020
MOH Acquires NextLevel Health; Adds $270 Mil. in Revs for $50 Mil. Deal Pri... PDF MOH 01/06/2020
Morning Research Summary PDF 01/06/2020
November '19 Texas Cement Shipments Up 3.6% YoY, Up 8.8% YoY on Same-Day Ba... PDF 01/06/2020
NY Gov. Proposes 1% Cut to 2020 Medicaid Payments; Equates to ~$500M Reduct... PDF 01/06/2020
Picking Our Spots: Overweight FNB, CBNK, WSBC, and ESXB PDF 01/06/2020
Restaurants - Weekly Update PDF 01/06/2020
Resume Equal-Weight - Margin Headwinds and Narrowing Profitability Gap Keep... PDF WSFS 01/06/2020
Resume Equal-Weight: Growth Outlook Improved But Premium Valuation Keeps Us... PDF UBSI 01/06/2020
Resuming Equal-Weight - Great Bank, But Reflected in Valuation PDF AUB 01/06/2020
Resuming Equal-Weight - Solid Deposit Franchise and Profitability Reflected... PDF AMNB 01/06/2020
Resuming Equal-Weight: Legal Issues Muddy the Outlook for Top Tier Franchis... PDF EGBN 01/06/2020
Resuming Equal-Weight: Strong Retail Franchise and High Profitability But V... PDF CHCO 01/06/2020
Resuming Equal-Weight: Valuation Relatively Full on a Standalone Basis PDF HBMD 01/06/2020
Resuming Overweight - Simple Execution Can Go a Long Way PDF ESXB 01/06/2020
Resuming Overweight: Improving Growth Outlook as WSBC Follows Country Roads... PDF WSBC 01/06/2020
Small Cap Growth Story With A Highly Profitable Niche: Resuming Coverage Ov... PDF CBNK 01/06/2020
UK New Vehicle Registrations Increase +3.4% in December, +1.5% for PAG Bran... PDF PAG 01/06/2020
UK New Vehicle Registrations Increase +3.4% in December. +3.5% for GPI Bran... PDF GPI 01/06/2020
Weekly Fuel Report (1/6/20) PDF 01/06/2020
2020 Rail Equip. Preview: Production Playing Catch Up to the Slowdown in De... PDF 01/03/2020
2020 Rail Preview: Battling Weak Volumes With PSR Initiatives & Cost Re... PDF 01/03/2020
4Q19 Less-Than-Truckload Preview PDF 01/03/2020
4Q19 TL & Brokerage Preview: We Are Finally At The Bottom (We Hope!) PDF 01/03/2020
Afternoon Research Summary PDF 01/03/2020
Another StreetEasy Price Hike; StreetEasy Emerging as a Testing Ground PDF ZG 01/03/2020
First Look: December PMI @ 47.2% vs. Consensus of 49.0% and November’... PDF 01/03/2020
Marcus Raises Rates (Again)? CIT Cuts, Still Top Rate: Deposit Rate Tracker... PDF 01/03/2020
Mid-Day Research Summary PDF 01/03/2020
Morning Research Summary PDF 01/03/2020
Railcars in Storage: January Report PDF 01/03/2020
Stephens Weekly Rail Update (Ended 12/28/19) PDF 01/03/2020
Survey Results: Bank Investors Share Their Views on 2020 PDF 01/03/2020
4Q19 Preview: Expecting a Meet-or-Beat Quarter; Cost Initiative Ramp in 202... PDF HUBG 01/02/2020
4Q19 Preview: Expecting a Miss, But Solid 2020 Set-Up for IM & Dedicate... PDF JBHT 01/02/2020
Adjusting Estimates for New Reporting Methodology; Raising PT & Reitera... PDF WAB 01/02/2020
Afternoon Research Summary PDF 01/02/2020
Best Ideas 2020 PDF 01/02/2020
Cal-Maine Foods, Inc. (CALM): Conference Call With Cal-Maine CFO Max Bowman... PDF 01/02/2020
Expenses Likely a Focus for 2020; Upgrading to OW Ahead of Efficiency Poten... PDF NBHC 01/02/2020
Increased Conviction Heading Into 2020; Raising Estimates & PT PDF INGR 01/02/2020
Industrial Products & Services - E&C and Industrial Services Valuat... PDF 01/02/2020
Industrial Products & Services - Industrial Distributor Valuation PDF 01/02/2020
Mid-Day Research Summary PDF 01/02/2020
More to Go in 2020 - Increasing P/T to $29.50 - Updated Thoughts on CNOB PDF CNOB 01/02/2020
Morning Research Summary PDF 01/02/2020
Raising CSGP Target: Think 2020 Should Bring Rev Acceleration Esp From Apts... PDF CSGP 01/02/2020
Raising TP to $270 PDF CI 01/02/2020
Stephens Monthly Real Estate Update - December 2019 PDF 01/02/2020
Survey Results: Bankers Share Their Views on 2020 PDF 01/02/2020
Updating Price Targets for Select Southwest Banks PDF 01/02/2020
Afternoon Research Summary PDF 12/31/2019
Mid-Day Research Summary PDF 12/31/2019
Morning Research Summary PDF 12/31/2019
NYE Delivers Much Anticipated FHN / IBKC S-4; Here's Our Cliff Notes PDF 12/31/2019
Our Thoughts on 2020: Navigating Through Economic Challenges & Uncertai... PDF 12/31/2019
Pmts New Year Reader: PYPL/MELI, Ripple, AAPL Card, Holiday Spend, NCR M&am... PDF 12/31/2019
Stephens Inc. Real Estate Services Valuation Tables PDF 12/31/2019
Takeaways From Stephens 2020 Truckload & LTL Bid Season Shipper Survey PDF 12/31/2019
Weekly Commodity Monitor (12/31/19) PDF 12/31/2019
2Q20 Earnings Preview; Revising Estimates; Reiterate PT & Rating PDF CALM 12/30/2019
Afternoon Research Summary PDF 12/30/2019
Ally Cuts Savings Rates 10bps To Peer-Low: Deposit Rate Tracker PDF 12/30/2019
First Look: Michael Greiner Appointed to CFO PDF AVNS 12/30/2019
Mid-Day Research Summary PDF 12/30/2019
Morning Research Summary PDF 12/30/2019
Restaurants - Weekly Update PDF 12/30/2019
WPX Acquisition Enhances Story; Reiterate OW Rating PDF WPX 12/30/2019
Afternoon Research Summary PDF 12/27/2019
Dropping of Best Ideas 2019 PDF 12/27/2019
Mid-Day Research Summary PDF 12/27/2019
Morning Research Summary PDF 12/27/2019
Stephens Weekly Rail Update (Ended 12/21/19) PDF 12/27/2019
Containerboard: Is a $30 Cut Coming Soon? PDF 12/26/2019
Morning Research Summary PDF 12/26/2019
Ag monitor- Dec 2019 PDF 12/24/2019
Mid-Day Research Summary PDF 12/24/2019
Morning Research Summary PDF 12/24/2019
Weekly Commodity Monitor (12/24/19) PDF 12/24/2019
Afternoon Research Summary PDF 12/23/2019
Attractive Small-Cap Option With Exposure to Oil-Weighted Assets PDF TALO 12/23/2019
First Look: APA and Total S.A. Announce 50-50 JV in Block 58 Offshore Surin... PDF APA 12/23/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 12/23/2019
Mid-Day Research Summary PDF 12/23/2019
Morning Research Summary PDF 12/23/2019
New Kentucky Gov. Cancels Managed Medicaid Contracts, Announces Planned Re-... PDF 12/23/2019
Restaurants - Weekly Update PDF 12/23/2019
STXB Expands Texas Franchise; SFNC Exits Non-Core Markets PDF 12/23/2019
World Pulp Statistics - November 2019 PDF 12/23/2019
M&A Strategy Rolls into Georgia; Increasing EPS Forecast and PT PDF FBMS 12/20/2019
Rubicon/Telaria Deal A No-Brainer; Maintain OW/Vs and PTs PDF MGNI 12/20/2019
First Look: RUBI and TLRA Announce Intentions to Merge PDF 12/19/2019
4Q19 Guidance Revised Lower; Reiterate OW PDF BOOM 12/17/2019
Afternoon Research Summary PDF 12/17/2019
CBO Releases Spending Deal Score; HC Industry to Receive ~$380 Bil. of Good... PDF 12/17/2019
CNC Model Maintenance for 2020 Quarterly Cadence PDF CNC 12/17/2019
Containerboard & Boxes - November 2019 PDF 12/17/2019
Esports - The Most Exciting Area in Digital Media PDF 12/17/2019
ESTA Raises The Bar Unveiling An Industry First PDF ESTA 12/17/2019
First Look: LOGM Announces Francisco Partners and Elliott Acquisition Agree... PDF LOGM 12/17/2019
First Look: Reports Sizable F2Q20 Miss and Guides Lower PDF FDX 12/17/2019
First Look: Year-end Spending Deal Includes Extension of Biodiesel Tax Cred... PDF ADM 12/17/2019
Mid-Day Research Summary PDF 12/17/2019
Morning Research Summary PDF 12/17/2019
November Headcount Data for the U.S. Rails PDF 12/17/2019
Spending Deal Excludes Senate HELP Bill PBM Provisions on Spreads / Rebates... PDF 12/17/2019
Weekly Commodity Monitor (12/17/19) PDF 12/17/2019
13% Hit To Our 4Q19 EPS Implied By November Data PDF ADS 12/16/2019
3%/7% EPS Hit For ALLY/SC From Used Car Price Declines PDF 12/16/2019
Afternoon Research Summary PDF 12/16/2019
Building Materials Valuation Table PDF 12/16/2019
CMS Extends Enrollment Period for ObamaCare Exchanges Due to Technical Issu... PDF 12/16/2019
Consumer Loan Growth Slows, Along With Other Cards, For November PDF AXP 12/16/2019
DC Budget Deal Includes Permanent Repeal of HIF, Cadillac Tax and Device Ta... PDF 12/16/2019
DOJ Concerns Could Get Overblown; Maintain OW/V and $85 PT PDF LYV 12/16/2019
DuPont N&B/IFF Deal Makes Good Sense PDF DD 12/16/2019
First Look: ABMD Announces Enrollment of the First Patient in STEMI DTU Tri... PDF ABMD 12/16/2019
First Look: ARCB Mid-Quarter Update PDF ARCB 12/16/2019
First Look: DXCM Announces Global Commercialization Agreement PDF DXCM 12/16/2019
First Look: New CFO Announced PDF NEX 12/16/2019
First Look: Nov. Title Orders Remain at Elevated Levels; 4Q19 Shaping Up Ni... PDF FAF 12/16/2019
First Look: WPX Purchases Felix Energy for $2.5 bil. PDF WPX 12/16/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 12/16/2019
HUM Expands Hospice Business With Acquisition of Enclara Healthcare PDF HUM 12/16/2019
Loan Growth Continues To Moderate; Loss Increases Keep Their Pace In Novemb... PDF DFS 12/16/2019
Losses Continue to Improve, Though Loan Volumes Are Also Slowing PDF SYF 12/16/2019
Losses Continue To Move Higher In November; Our Expectations May Be Optimis... PDF SC 12/16/2019
Mid-Day Research Summary PDF 12/16/2019
Model Refresh; Remain Buyers Ahead of Further DNB Developments PDF CNNE 12/16/2019
Morning Research Summary PDF 12/16/2019
On the Road With Stock Yards PDF SYBT 12/16/2019
Printing & Writing - November 2019 PDF 12/16/2019
Restaurants - Commodity Review: November PDF 12/16/2019
Restaurants - Weekly Update PDF 12/16/2019
ROAD F4Q19 Earnings Recap; Adjusting Estimates, $20 Target, Reiterate OW PDF ROAD 12/16/2019
See Upside to F3Q SSS, EPS Estimates; Reiterate OW, Increase Target Price PDF KMX 12/16/2019
Spending Deal Bill Text Confirms Full Repeal of ACA HIF, Device and Caddy T... PDF 12/16/2019
Pages: 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | 36 | 37 | 38 | 39 | 40 | 41 | 42 | 43 | 44 | 45 | 46 | 47 | 48 | 49 | 50 | 51 | 52 | 53 | 54 | 55 | 56 | 57 | 58 | 59 | 60 | 61 | 62 | 63 | 64

For Retail Investors: Form CRS

(800) 643-9691 | Member NYSE, SIPC

© 2020 Stephens Inc. All rights reserved.