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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
FISV 2Q Preview: Debit Provides Better Accpt Rev; Synergies Underappreciate... PDF FISV 07/20/2020
GPN 2Q Preview: Buyers Into The Q; Merchant Better Than Feared; Self-Help A... PDF GPN 07/20/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 07/20/2020
HCIT 2Q20 Preview: Lofty Expectations but Expect Momentum to Continue PDF 07/20/2020
HHS Announces $10 Billion in Additional C-19 "Hot Spot" Funding to Hospital... PDF 07/20/2020
Mechanical Auto Parts 2Q Preview: Miles Driven Have Stalled; What's Next? PDF 07/20/2020
Mid-Day Research Summary PDF 07/20/2020
Morning Research Summary PDF 07/20/2020
No Change To Our View Following 2Q20: We're Positive But Waiting For 2H Los... PDF ALLY 07/20/2020
ONB 2Q20 Results PDF ONB 07/20/2020
Positive PPNR Trends Pushed Aside by Credit Concerns & Dividend Sustain... PDF RF 07/20/2020
Recapping Conference Call With FedEx's Investor Relations Team PDF FDX 07/20/2020
Restaurant Weekly: 7/20 PDF 07/20/2020
Super Regionals: Our Observations Halfway Through the 2Q20 Earnings Seasons... PDF 07/20/2020
Thesis Playing Through with PPNR Upside and Solid Credit Performance in 2Q2... PDF ONB 07/20/2020
TSCO 2Q20 Preview: Customer Retention Suggests Upside to 2H Comps; Reit. OW... PDF TSCO 07/20/2020
Update on Expected CARES Accounting in 2Q20 Adjusted EBITDA for HC Provider... PDF 07/20/2020
Updating Our Model Post 2Q20 Earnings PDF HAL 07/20/2020
Waving the Pennant; Initiating PNTG at Overweight and $30 Target Price PDF PNTG 07/20/2020
Weekly Reader: BLFS, CDXS, CTLT, CYRX, RGEN PDF 07/20/2020
Zoom Is On A Mission Towards Enterprise Standardization; Raise PT to $220 PDF ZM 07/20/2020
2Q Preview & Thoughts on June & QTD July Comp Trends on MCD, WEN, T... PDF 07/17/2020
2Q20 Auto Retail Preview; Raising Estimates and Price Targets PDF 07/17/2020
2Q20 Earnings Preview and Updated OFS Macro Model PDF 07/17/2020
2Q20 Recap & Model Update: HTLD Kicks 2Q Truckload EPS Season Off With ... PDF HTLD 07/17/2020
2Q20 Recap & Model Update: The Beat Goes On As MRTN Reports Solid Resul... PDF MRTN 07/17/2020
2Q20 Slightly Better Than Late June Guidance; PSR Savings Increased; Remain... PDF KSU 07/17/2020
Afternoon Research Summary PDF 07/17/2020
AMED Flash Preview; Update Model for Recent HH&H Trends; Raise TP to $2... PDF AMED 07/17/2020
CEO & CFO NDR Takes: Sustainable Top-Line Growth, 15%+ ROE, Recession P... PDF CRMT 07/17/2020
E&P 2Q20 Preview: Focus is Likely on 2Q20 Capex and 4Q20/’21 Comm... PDF 07/17/2020
First Look at 2Q20: Adj. EPS Slightly Ahead of Late June Guidance PDF KSU 07/17/2020
First Look: CFG 2Q20 Results PDF CFG 07/17/2020
First Look: FNB 2Q Results PDF FNB 07/17/2020
First Look: Inline Fundamentals Good Enough For Outperformance; 1x's Drive ... PDF ALLY 07/17/2020
First Look: RF 2Q20 Results PDF RF 07/17/2020
Flash Read-Through: Sinch's Solid 2Q20 Print Helps De-Risk TWLO/VG Earnings... PDF 07/17/2020
FNB Posts Solid 2Q Results; Maintain Overweight PDF FNB 07/17/2020
Hertz Used Car Pricing Flat Wk/Wk, Discount To Dealers Improves PDF 07/17/2020
Individual Market MLRs Improve in 1Q20; Gross Profits Reach New Highs PDF 07/17/2020
LHCG Flash Preview; Update Model for Recent HH&H Vols Trends; Raise TP ... PDF LHCG 07/17/2020
Mid-Day Research Summary PDF 07/17/2020
MOH Acquires Kentucky Medicaid / D-SNP Assets of Passport Health Plan PDF MOH 07/17/2020
Morning Research Summary PDF 07/17/2020
PPNR Trends Good and Getting Better in 2H20; Confidence on Div. and Outlook... PDF CFG 07/17/2020
Sensient 2Q20: Just the Outlook PDF SXT 07/17/2020
Sensient: 2Q20 First Look PDF SXT 07/17/2020
Sizable 2Q20 Beat Led By Outperformance in Intermodal & Dedicated; Rais... PDF JBHT 07/17/2020
Surprisingly Sallie Mae Raises 1yr CD Rate 10bps: Deposit Rate Tracker PDF 07/17/2020
Taking its Medicine with Bulk Loan Sale; Preannounces 2Q20 EPS Loss of ($-1... PDF HWC 07/17/2020
Weekly Fuel Report (7/17/20) PDF 07/17/2020
2Q Network Preview: Own PYPL Despite Rich Val On V-Shape Ecom; Long V/MA PDF 07/16/2020
2Q20 EPS Beat; Upside Across the Board, Led By Intermodal & Dedicated PDF JBHT 07/16/2020
Afternoon Research Summary PDF 07/16/2020
Capital Levels Higher & 2H20 PPNR Outlook Lower; Maintain OW PDF PNC 07/16/2020
Containerboard & Boxes - June 2020 PDF 07/16/2020
First Look at 2Q20 Results: Stable Credit Trends; Excellent Profitability PDF HOMB 07/16/2020
First Look at Domino's F2Q20 Results PDF DPZ 07/16/2020
First Look: 1Q Beat Rev On NA B2B, Brazil Consumer, Housing; Pos FICO/EFX R... PDF EXPGY 07/16/2020
First Look: APA Provides 2Q20 Pricing and Curtailment Details PDF APA 07/16/2020
First Look: Better 2Q; Best VMM Yield Since '13 Proves Out Flexible Model PDF TREE 07/16/2020
First Look: CFO Stepping Down; Limited Commentary But We Don't View as Nega... PDF RP 07/16/2020
First Look: ESTE Updates Operations and 2020 Production Guidance PDF ESTE 07/16/2020
First Look: FTC Launches Investigation of Proposed Acquisition of CLGX PDF CLGX 07/16/2020
First Look: Pre-Releases 2Q20 Beat Across the Board; Details Forthcoming PDF RP 07/16/2020
First Look: Reports Sizable 2Q Top and Bottom-Line Beat PDF HTLD 07/16/2020
First Look: Reports Strong Top & Bottom-Line Beat PDF MRTN 07/16/2020
First Look: TFC 2Q20 Results PDF TFC 07/16/2020
June Headcount Data for the U.S. Rails PDF 07/16/2020
Mid-Day Research Summary PDF 07/16/2020
Morning Research Summary PDF 07/16/2020
Positive PPNR Trends With ACL Now at 2.54% of Loans; Remain EW PDF USB 07/16/2020
Quick Update on Hospital Volumes in the Final Week of June PDF 07/16/2020
Recent Sales/Credit Trends Encouraging; Raising PT to $11 PDF CONN 07/16/2020
Reiterating Above Consensus 2Q Outlooks for ALGN and SDC PDF 07/16/2020
Solid 2Q20 Results; Core Conversion Now 1H22 PDF TFC 07/16/2020
Staying OW on DPZ as U.S. Tailwinds Remain Strong PDF DPZ 07/16/2020
Stephens Monthly Medicare Enrollment Tracker - July 2020 Update PDF 07/16/2020
Stephens Weekly Rail Update (Ended 7/11/20) PDF 07/16/2020
Strong Profitability Despite Economic Uncertainty; Increasing PT to $19 PDF HOMB 07/16/2020
Takeaways From Our Call with Smartsheet Management PDF SMAR 07/16/2020
Urner Barry Call Takeaways PDF 07/16/2020
2Q20 Ag Preview PDF 07/15/2020
2Q20 EPS Wrap: After Big 2Q Beat, UNH Sets a Conservative Posture for 2H20 PDF UNH 07/15/2020
2Q20 Initial: Big 2Q EPS & MLR Beat as Expected; 2020 EPS View Reaffirm... PDF UNH 07/15/2020
Afternoon Research Summary PDF 07/15/2020
Comfortable With 2Q20 Estimates Following June Data PDF DFS 07/15/2020
FANG and VNOM 2Q20 Updates + FANG Updates '20 Guidance PDF 07/15/2020
First Look: PNC 2Q20 Results PDF PNC 07/15/2020
First Look: USB 2Q20 Results PDF USB 07/15/2020
Increasing 2020E EPS Following June Data With Strong Credit Trends PDF SC 07/15/2020
June Data Implies 16% Upside To 2Q20E EPS, Better Loss Trends For 2Q PDF ADS 07/15/2020
June Data Suggest 25% Upside To 2Q20 EPS; Reiterate Overweight Into Print PDF SYF 07/15/2020
June Points To Accelerating Rate Of Loan Decline; Comfortable With 2Q20E EP... PDF AXP 07/15/2020
Mid-Day Research Summary PDF 07/15/2020
Model Maintenance PDF 07/15/2020
Morning Research Summary PDF 07/15/2020
Significant Value in the Platform, Resuming CDXS OW-Vol./$16 PT PDF CDXS 07/15/2020
Stephens 2Q LS Tools & Diagnostics Preview: COVID-19 Puts and Takes PDF 07/15/2020
TEMN 2Q Reads: Lic Delays A Neg But Easing; SaaS Pref Still Clear; Pipeline... PDF 07/15/2020
We See Reason for Optimism on KRUS Despite Ongoing Near-Term Disruptions PDF KRUS 07/15/2020
2Q20 Data Preview: Buy AVLR/FICO/EXPGY Into Print; Long CSGP; EFX Wait-And-... PDF 07/14/2020
Afternoon Research Summary PDF 07/14/2020
Bank Readthroughs 2Q20: Comfortable With Our Reserves; Auto Better Than Mod... PDF 07/14/2020
Cal-Maine Foods, Inc. (CALM): Conference Call With Cal-Maine CFO Max Bowman... PDF 07/14/2020
First Look at KRUS F3Q20 Results PDF KRUS 07/14/2020
First Look: FRC 2Q20 Results PDF FRC 07/14/2020
First Look: IVC Pre-Announces Preliminary 2Q20 Revenue Results PDF IVC 07/14/2020
First Look: Solid Addition to the Promising Home Services Segment PDF QNST 07/14/2020
Growth and Credit Profile Standout in 2Q20; Remain OW PDF FRC 07/14/2020
JPM 2Q20: Implications For V, MA, PYPL, GPN, FIS, FISV, QTWO, FICO, EFX, EX... PDF 07/14/2020
Mid-Day Research Summary PDF 07/14/2020
Midwest Banks: Updating Estimates and Thoughts on Group Ahead of 2Q20 Earni... PDF 07/14/2020
Morning Research Summary PDF 07/14/2020
Neogen F4Q20 Preview PDF NEOG 07/14/2020
Weekly Commodity Monitor (7/14/20) PDF 07/14/2020
2Q20 Paper & Wood Preview PDF 07/13/2020
Afternoon Research Summary PDF 07/13/2020
Distressed Debt Tracker Confirms Widespread Credit Deterioration PDF 07/13/2020
Full-Service Dining 2Q Preview and Industry Analysis; DENN Going From OW to... PDF 07/13/2020
HCA 2Q20 Flash Preview; Adjusting Estimates Based on Recent Trends; Maintai... PDF HCA 07/13/2020
LHCG Reopens CFO Search After Recently Named Incoming CFO Withdraws Appoint... PDF LHCG 07/13/2020
Making UMBF Our Best Idea PDF UMBF 07/13/2020
Mid-Day Research Summary PDF 07/13/2020
Morning Research Summary PDF 07/13/2020
Restaurant Weekly: 7/13 PDF 07/13/2020
SCOTUS Leaves the Pending ACA Case Off New Hearing Schedule for October PDF 07/13/2020
Stephens Monthly Rail Update – July 2020 PDF 07/13/2020
Stephens Multi-Modal Transportation Plane Trip | September 1-3, 2020 PDF 07/13/2020
Updating Ests Ahead of Earnings For a Few Western Banks PDF 07/13/2020
2Q20 PS&W Monitor; Revising Estimates; Maintain PT & Rating PDF MUSA 07/10/2020
Afternoon Research Summary PDF 07/10/2020
Afternoon Research Summary PDF 07/10/2020
Calendar 2Q20 Grocery & C-Store Earnings Preview PDF 07/10/2020
First Look at Sizable Fiscal 3Q20 Adj. EPS Beat PDF GBX 07/10/2020
First Look: FAF June Title Orders Another Positive Read; Purchase +5% YOY PDF FAF 07/10/2020
Fiscal 3Q20 Recap: Sizable EPS Beat; Order / Backlog Pressure Likely to Per... PDF GBX 07/10/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 07/10/2020
Hertz Car Prices Decline Another 80bps Wk/Wk, Remain 7% Discount To Dealers... PDF 07/10/2020
Implies -38c EPS Floor For 2Q20, Following Comments on DFAST/Capital Return... PDF SC 07/10/2020
Industrial Products and Services Coverage Update PDF 07/10/2020
Mid-Day Research Summary PDF 07/10/2020
Morning Research Summary PDF 07/10/2020
Robust Recovery Drives Estimates Well-Above Consensus; Raising PT to $33; O... PDF CWH 07/10/2020
Southeast and West Coast Bank Coverage Update PDF 07/10/2020
Stephens Weekly Rail Update (Ended 7/4/20) PDF 07/10/2020
Takeaways From Our CPaaS Expert Conference Call PDF 07/10/2020
Two More Cuts This Week To Online Rates: Deposit Rate Tracker PDF 07/10/2020
Unit Sales Fall (33.4%) in 2Q; June SAAR 13.1 Mil. vs. May 12.2 and April 8... PDF 07/10/2020
Weekly Fuel Report (7/10/20) PDF 07/10/2020
Westlake CFO Expert Call On July & 2Q Auto Lending Trends: August 3 @ 1... PDF 07/10/2020
WFC Mortgage Stds/Biden's Gov't Bureau Impact: EFX Most, EXPGY Some, FICO L... PDF 07/10/2020
2Q20 Preview: Middle Innings of the Reserve Build PDF 07/09/2020
2Q20 Preview: TL Stocks Preparing For Summit Push As Cycle Inflects PDF 07/09/2020
Afternoon Research Summary PDF 07/09/2020
America's Car-Mart: CEO & CFO Conference Call On July 16: Please Regist... PDF 07/09/2020
Are Smaller Commercial Loans Good or Bad in the Current Environment? PDF 07/09/2020
Calendar 2Q20 Protein Earnings Preview PDF 07/09/2020
Dropping Annual EPS Slightly By 1c On 2Q20 Activity Update PDF AL 07/09/2020
Expecting a 2Q20 Adj. EPS Beat; Business Recovering Nicely From April Troug... PDF HUBG 07/09/2020
First Look: CVLG Sells Factoring Business PDF CVLG 07/09/2020
First Look: Pre-Announces Big 2Q Beat PDF MATX 07/09/2020
First Look: Strong 2Q20 Update (Production Beat + Expense & Capex Lower... PDF NBL 07/09/2020
Initiating Coverage: Food That's Good for You PDF 07/09/2020
Mid-Day Research Summary PDF 07/09/2020
Model Maintenance: FCFS TP Change From $61 to $59 PDF FCFS 07/09/2020
Model Maintenance: SC Target Price Change From $17 to $22 PDF SC 07/09/2020
Morning Research Summary PDF 07/09/2020
Opploans Call Takeaways: Demand Returning To 75% Normal, Good 2020/2021 Out... PDF 07/09/2020
UNH 2Q20 Flash Preview; Raising Estimates on Depressed Medical Cost Trends PDF UNH 07/09/2020
2Q Deposit Rate Offerings - Who's Been Most Aggressive Cutting Costs PDF 07/08/2020
2Q LTL Preview: Largely Anticipating Meets/Beats vs. Expectations PDF 07/08/2020
2Q20 Quarterly Grain Earnings Preview PDF 07/08/2020
A Step Closer To Commercialization PDF GKOS 07/08/2020
Afternoon Research Summary PDF 07/08/2020
Details on West Coast Hires Emerge - Quick Thoughts PDF SBNY 07/08/2020
Expecting a Relatively In-line 2Q20 & Tough IM Comps Ahead; LT Story on... PDF JBHT 07/08/2020
FICO 3QFY20 Preview: Buyers Into Quarter B/c See Housing-Driven Scores Rev ... PDF FICO 07/08/2020
Increasing 12-Month Price Target: A New Market Opportunity Comes Into Focus... PDF STAA 07/08/2020
June Used Car Prices Up 6% Y/Y In Impressive Turnaround, Volumes Down 12% Y... PDF 07/08/2020
Mid-Day Research Summary PDF 07/08/2020
Morning Research Summary PDF 07/08/2020
Poultry and Egg Industry Market Update PDF 07/08/2020
Quick Transition From DFAST to 2Q20 Earnings: No Rest for the Weary PDF 07/08/2020
Rail 2Q20 Preview: After Volumes Bottom, Focus Shifts to Pace of the Recove... PDF 07/08/2020
That Big Class Action Suit Still Lurks in the Shadows + A New One Emerges PDF 07/08/2020
AER 2Q Portfolio Update: Adjusting EPS Estimates Slightly PDF AER 07/07/2020
Afternoon Research Summary PDF 07/07/2020
First Look at Positive 2Q Pre-Announcement PDF LVGO 07/07/2020
First Look: No to Bid; Guidance Raised in '20 + New Multi-Year Guide PDF CLGX 07/07/2020
Hertz Car Prices Drop 30bps Wk/Wk, 6% Discount To Traditional Dealerships PDF 07/07/2020
Initiating Equal-Weight; Credit Overhang Likely to Persist and Limit Upside... PDF MOFG 07/07/2020
Laying Out the Bull vs. Bear Debate: We Like the Risk / Reward PDF WAB 07/07/2020
Lifting Ests Well Above Consensus; Acquisition Pace Steps Up; PT to $175 PDF LAD 07/07/2020
Long-Term Growth & Margin Expansion; Initiating Coverage with EW Rating... PDF AZEK 07/07/2020
Mid-Day Research Summary PDF 07/07/2020
Morning Research Summary PDF 07/07/2020
Profitable Ohio-Focused Commercial Bank; Initiating OW With an $19 PT PDF CIVB 07/07/2020
Raising Ests; Dramatic Recovery in May-June; Park Place Acquisition Re-Do; ... PDF ABG 07/07/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 7/7 PDF 07/07/2020
Weekly Commodity Monitor (7/7/20) PDF 07/07/2020
2Q20 Themes and Trading Calls: Positive NAVI, Auto; Pair SYF/ADS PDF 07/06/2020
Afternoon Research Summary PDF 07/06/2020
Expert Call On 2Q20 Subprime Lending Trends WIth Opploans CEO/CFO: July 8 PDF 07/06/2020
EXPGY Model Update: Good Position/Less Cyclical Now Vs ‘08 But Built ... PDF EXPGY 07/06/2020
First Look: COO Announces the Retirement and Succession of Dr. Auerbach PDF COO 07/06/2020
First Look: STAA Appoints New CFO PDF STAA 07/06/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 07/06/2020
Initiating Coverage With an Equal-Weight Rating and $150 Target PDF IQV 07/06/2020
Initiating Coverage With an Equal-Weight Rating and $75 Target Price PDF CERN 07/06/2020
Initiating Coverage With an Overweight Rating and $250 Target Price PDF TDOC 07/06/2020
Initiating Coverage With an Overweight Rating and $290 Target Price PDF VEEV 07/06/2020
Initiating Coverage With an Overweight Rating and $90 Target PDF OMCL 07/06/2020
Initiating Coverage With an Overweight Rating and $95 Target Price PDF LVGO 07/06/2020
Initiation of Healthcare IT Industry PDF 07/06/2020
June Preliminary Class 8 Orders PDF 07/06/2020
Mid-Day Research Summary PDF 07/06/2020
Morning Research Summary PDF 07/06/2020
NBHC to Consolidate 12 Offices; Adjusting Forecasts PDF NBHC 07/06/2020
Railcars in Storage: July Report PDF 07/06/2020
Restaurant Weekly: 7/6 PDF 07/06/2020
Sallie Mae's Online Deposit Rates Now Below 1.00%: Deposit Rate Tracker PDF 07/06/2020
Survey Results: Bankers Share Their Updated Views PDF 07/06/2020
Topgolf Deep Dive; Underappreciated to ELY Today w/ Improving Setup & C... PDF ELY 07/06/2020
UK New Vehicle Registrations Down (34.9%) in June, (70.1%) in 2Q20 PDF 07/06/2020
Updating Estimates for Preliminary 2Q20 Revenue Beat and Equity Raise PDF BLFS 07/06/2020
Weekly Fuel Report (7/6/20) PDF 07/06/2020
2Q Preview: Resilient Demand and Cost Benefits Near Term; 2021 Outlook Flat... PDF 07/02/2020
ADUS Resumes M&A Activity With Acquisition of A Plus Health Care PDF ADUS 07/02/2020
DCOM and BDGE Announce MOE Creating $11 billion NYC/Long Island Bank PDF DCOM 07/02/2020
Industrial Products and Services – E&C and Industrial Services Va... PDF 07/02/2020
Industrial Products and Services – Industrial Distributor Valuation PDF 07/02/2020
Mid-Day Research Summary PDF 07/02/2020
Morning Research Summary PDF 07/02/2020
Pawn 2Q20 Trends Update: Pawn Demand Returning But Waiting A Year For Norma... PDF 07/02/2020
Stephens Weekly Rail Update (Ended 6/27/20) PDF 07/02/2020
Time to Overreact to China's Import Ban PDF 07/02/2020
Afternoon Research Summary PDF 07/01/2020
AHA Estimates Hospital System C-19 Losses of ~$323 Billion in 2020 PDF 07/01/2020
AVLR: Becoming Product Machine; Even W/C-19 Spikes Think Key Metrics Grow; ... PDF AVLR 07/01/2020
CDMO 4Q20 Wrap Up: Momentum Building, Reit. OW-Vol./$10 PT PDF CDMO 07/01/2020
CPaaS Expert Conference Call | TOMORROW | 10:00 am ET/9:00 am CT PDF 07/01/2020
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