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
Paper & Wood Monitor - February 2020 PDF 02/12/2020
Slight 4Q Miss on Higher Tax Rate; Big Growth in Used, F&I; LT Story In... PDF LAD 02/12/2020
Thesis Intact Post NYC Sit Down - Updated Thoughts PDF SBNY 02/12/2020
V Investor Day: Growing Opps; B2B, eCom, Fintechs, Europe, Plaid, Contactle... PDF V 02/12/2020
4Q19 Op. EPS Rises +38%, Used, F&I Lead SSS, GPU's Expand, SG&A Nar... PDF AN 02/11/2020
4Q19 Wrap: Core Trends on Track in 4Q But L-T Growth Targets Feel Aggressiv... PDF MOH 02/11/2020
A Look Into FCF Potential; Adj. Est., PT to $38 & Reiterate OW PDF BECN 02/11/2020
Afternoon Research Summary PDF 02/11/2020
CMP 4Q19: Just the Outlook PDF CMP 02/11/2020
Compass 4Q19: First Look PDF CMP 02/11/2020
CSGP 1st Look: WSJ Reports May Buy RentPath; Would Fulfill Positive Thesis PDF CSGP 02/11/2020
ELY Reports 4Q19; Guidance Shortfall Driven by Coronavirus & FX; Reiter... PDF ELY 02/11/2020
First Look at MLM 4Q19 Earnings Results; Initial CY20 Guidance PDF MLM 02/11/2020
First Look: BRKS Acquires Lab Software Company RURO PDF BRKS 02/11/2020
First Look: INGR Reports 4Q19 PDF INGR 02/11/2020
First Look: Strong January Title Orders; Purchase Accelerates to +6% YOY PDF FAF 02/11/2020
GPRE Reports 4Q19; Revising Estimates; Reiterate EW(Vol) Rating & PT PDF GPRE 02/11/2020
JKHY 2Q Final: Card + Outsource Accel = More Sustainable Growth; Upping Tar... PDF JKHY 02/11/2020
LPX 4Q19 First Look PDF LPX 02/11/2020
LPX 4Q19: Just the Outlook PDF LPX 02/11/2020
Mid-Day Research Summary PDF 02/11/2020
Morning Research Summary PDF 02/11/2020
Morning Update: 4Q19 EPS Tops Ests; Strong Segment Performance, SG&A St... PDF AN 02/11/2020
NCR 1st Look: NCR To Add Carlyle Vet To Board PDF NCR 02/11/2020
NCR 4Q Initial Look/Call: 4Q Beat; Guide Better Than Looks; Product Progres... PDF NCR 02/11/2020
Raising EPS 4%; Own For 13% Divi Yield, 10% Y/Y Growth @ 7.6x P/E PDF OMF 02/11/2020
Raising Estimates & Increasing Price Target: Story Has A Long Way To Go... PDF STE 02/11/2020
RAMP Final: Long-Term Post-Cookie Value Higher; Weak B/c Mgt's Call For Con... PDF RAMP 02/11/2020
Solid 2019 & 2020 Outlook; Maintain EW and $17 PT PDF TGNA 02/11/2020
Stephens Quarterly Railcar Update - 4Q19 PDF 02/11/2020
Updating Thoughts on Specialty Distribution (WSO,POOL) Ahead of 4Q19 Earnin... PDF 02/11/2020
VNOM 4Q19 Initial Thoughts: Solid Quarter, 2020 Guide Tracking PDF VNOM 02/11/2020
Weekly Commodity Monitor (2/11/20) PDF 02/11/2020
2020 Rail Shipper Survey: The Outlook for Volumes, Pricing & Service Th... PDF 02/10/2020
4Q Recap: Macro Headwinds Temporarily Muting Internal Initiatives; Reit. EW... PDF FWRD 02/10/2020
4Q19 Earnings Wrap-Up - Trends, Themes and Fresh Conviction Lists PDF 02/10/2020
4Q19 Initial: Core Metrics Show Slight Beat; Issues Initial 2020 Guidance PDF MOH 02/10/2020
4Q19 Recap & Model Update: Levered To Improving Cycle Dynamics; Reitera... PDF USX 02/10/2020
Afternoon Research Summary PDF 02/10/2020
Announces Divestiture of Non-Core ASC Segment PDF GATX 02/10/2020
Dallas Bank Trip: Significant Disruption Provides Opportunity for Growth PDF 02/10/2020
E&P Weekly: Strip FCF Scenario/Hedge Benefit + This Week's Earnings PDF 02/10/2020
First Look: 10% Consensus Beat, Better Than Our Monthly Tracker And 2020 +v... PDF OMF 02/10/2020
First Look: Another Beat Driven by Gains, Guides 2020 EBITDA Above Consensu... PDF XPO 02/10/2020
First Look: ELY Reports 4Q19; Coronavirus Weighs on Noisy Guidance PDF ELY 02/10/2020
First Look: Focus on CY20: EBITDA Targets Unchanged PDF IVC 02/10/2020
First Look: GPRE Reports 4Q19 PDF GPRE 02/10/2020
First Look: SFNC Exits Denver Market PDF SFNC 02/10/2020
First Look: STE Delivers Another Beat & Raise As Outlook Remains Attrac... PDF STE 02/10/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 02/10/2020
Mid-Day Research Summary PDF 02/10/2020
Morning Research Summary PDF 02/10/2020
Neogen: A Food and Ag Tech Growth Story PDF NEOG 02/10/2020
Oilfield Services Valuation Tables PDF 02/10/2020
Preview of HC Provisions in Trump Administration's FY 2021 Budget Proposal PDF 02/10/2020
Read-Throughs Point to Strong Upcoming Reports from AN, LAD, & SAH PDF 02/10/2020
ROAD F1Q20 Recap; Adjusting Estimates; Reiterate OW and $20 Price Target PDF ROAD 02/10/2020
Setting the Stage for a 2H Inflection PDF IVC 02/10/2020
SUM 4Q19 Earnings Recap and Updated Thoughts. PT goes to $30 & Reiterat... PDF SUM 02/10/2020
Updated Thoughts on MLM; Adjusting Estimates, Reiterate OW, PT to $315 PDF MLM 02/10/2020
Weekly Reader: BRKS, CERS, CTLT, TECH, RGEN PDF 02/10/2020
$2.7 Bil. Life/Annuity Insurance Deal; Accretive But Some Will Push Back PDF FNF 02/07/2020
2020 Investor Day: Doubling Down on Strengths & Investing in Technology... PDF ZION 02/07/2020
4Q19 Wrap: 2021 Poised for EPS Growth Acceleration; Investor Day Next Catal... PDF EHC 02/07/2020
4Q19 Wrap: Operating Model Pays Dividends With Materially Improved 2020 Vie... PDF ENSG 02/07/2020
Afternoon Research Summary PDF 02/07/2020
Battling Through the Noise: Reiterate O/V Rating & Updating Estimates PDF ABMD 02/07/2020
BRKS 1Q20 Wrap: Reit. EW-Vol./$46 PT, But Back Half Setup Intriguing PDF BRKS 02/07/2020
CIT Lowers the Top Savings Rate by 5bps: Deposit Rate Tracker PDF 02/07/2020
Coronavirus 2020 Negative, But History Tells Us 2021 Should Be Unchanged PDF AXP 02/07/2020
FDX To Use Ground For Select Express Deliveries...FINALLY PDF FDX 02/07/2020
First Look at 4Q19 Results PDF NOV 02/07/2020
First Look at ROAD F1Q20 Results; Reiterated FY20 Guide PDF ROAD 02/07/2020
First Look: 4Q19 Earnings Call Takeaways PDF NOV 02/07/2020
Mid-Day Research Summary PDF 02/07/2020
Morning Research Summary PDF 02/07/2020
Railcars in Storage: February Report PDF 02/07/2020
Stephens Monthly Rail Update – February 2020 PDF 02/07/2020
Stephens Oilfield Technology Tour PDF 02/07/2020
TECH Model Maintenance PDF TECH 02/07/2020
UFS 4Q19: Just the Outlook PDF UFS 02/07/2020
UFS First Look 4Q19 PDF UFS 02/07/2020
Updating Our Model Post 4Q19 Earnings PDF NOV 02/07/2020
Weekly Fuel Report (2/7/20) PDF 02/07/2020
Who's Right? Lenders Call For Used Car Price Cuts, Manheim Declares Increas... PDF 02/07/2020
4Q Tops Ests.; Diversified Model Proves Out; UK Turns Corner in 1Q20; OW PDF PAG 02/06/2020
4Q: Lowering PT as Increased Investment Is Required to Move Up The Stack PDF TWLO 02/06/2020
4Q19 Initial: 2020 Revs Guidance ~$6 Billion Above Street; EPS View In Line... PDF CI 02/06/2020
4Q19 Initial: In Line w/ Favorable Pre-Announcement; 2020 Outlook Maintaine... PDF EHC 02/06/2020
4Q19 Recap & Model Update: Defensive Model w/ Leverage To Cycle Turn; R... PDF WERN 02/06/2020
4Q19 Wrap: Despite the Skepticism, CI Continues to Deliver the Goods; Top P... PDF CI 02/06/2020
A Finer Perspective PDF CUTR 02/06/2020
Afternoon Research Summary PDF 02/06/2020
Better Than Expected, Raising Ests Almost to Guidance PDF CURO 02/06/2020
Corrected: Stephens Weekly Rail Update (Ended 2/1/20) PDF 02/06/2020
Coverage Update: Reallocation of Resources PDF 02/06/2020
EPS Beat; Strong U.S. Results; UK Better Than Expected; Remain OW PDF GPI 02/06/2020
First Look at 4Q19 Results PDF PTEN 02/06/2020
First Look At 4Q19 Results PDF USX 02/06/2020
First Look at 4Q19: Penny Beat & 2020 Guidance Above the Street PDF HUBG 02/06/2020
First Look: 4Q19 EPS Beats By A Penny PDF ODFL 02/06/2020
First Look: BRKS 1Q20 PDF BRKS 02/06/2020
First Look: It Will Simply Take Time PDF ABMD 02/06/2020
First Look: OBNK Completes $70 Million Sub-Debt Issuance PDF OBNK 02/06/2020
First Look: Reports 4Q19 EPS Miss; Guides 1Q20 EPS Below Consensus PDF FWRD 02/06/2020
First Look: TSN Reports 1Q20 PDF TSN 02/06/2020
FMC 4Q19: Just the Outlook PDF FMC 02/06/2020
Mid-Day Research Summary PDF 02/06/2020
Morning Research Summary PDF 02/06/2020
ODFL Keeps On Truckin' & The Stock Keeps Working Higher; Reiterate OW R... PDF ODFL 02/06/2020
ORLY Reports 4Q19; Lowering Estimates ~2%; Maintain OW Rating After Pullbac... PDF ORLY 02/06/2020
Returning to DD Growth + QRP Ramp + Takeout In Play = Strong Buy PDF QNST 02/06/2020
Short Squeeze; Incrementally + on MDP; Maintain EW and $40 PT PDF MDP 02/06/2020
Solid 4Q Results & Guide Up as Profitability Initiatives Offset a Tough... PDF HUBG 02/06/2020
Stephens Weekly Rail Update (Ended 2/1/20) PDF 02/06/2020
Still Some Catch Up To Do Post-FNF Fallout; But STC is in Good Hands PDF STC 02/06/2020
TSN Reports 1Q20; Revising Estimates & PT; Reiterate Rating PDF TSN 02/06/2020
Updating our Model Post 4Q19 Earnings PDF PTEN 02/06/2020
2Q20 Wrap Up: Moving Pieces in 2Q, But LT Story Intact; Reit. OW-Vol./$250 ... PDF TECH 02/05/2020
3Q: More To This Story Than GMs; UCC Tailwinds Supporting Integrated Platfo... PDF EGHT 02/05/2020
4Q Hurdle Cleared, 1H20 Likely a Challenge but 2H Holds Promise; Reit. EW PDF YRCW 02/05/2020
4Q19 Initial: Revs & EPS Beat But MLR Higher; 2020 Guide Looks Good vs.... PDF HUM 02/05/2020
4Q19 Initial: Strong Start to the Post PDPM Era; 2020 Revs & EPS Guide ... PDF ENSG 02/05/2020
4Q19 Recap & Model Update: Executing Well in Tough Environment PDF ECHO 02/05/2020
4Q19 Wrap: With 2020 View Solidified, Street Refocuses on L-T Growth Strate... PDF HUM 02/05/2020
Adjusting Estimates Post F3Q20 Earnings, Reiterate OW Rating and $111 Targe... PDF EXP 02/05/2020
Afternoon Research Summary PDF 02/05/2020
AM Update: 4Q Tops Ests.; US Strength Offsets UK; UK Commentary Turns Posit... PDF PAG 02/05/2020
AM Update: EPS Beat; Strong U.S. Results; UK Better Than Expected; Remain O... PDF GPI 02/05/2020
CMS Drops Preliminary 2021 MA Rates; Let the Peak Lobbying Season Begin PDF 02/05/2020
EPAY Final: Key Rev Accel/Guide Up But How Much Spend Needed To Compete/Win... PDF EPAY 02/05/2020
EPS In Line With Pre-Release; 4Q Guide EPS Guide Light of Consensus; Remain... PDF BOOT 02/05/2020
Fine-Tuning Estimates: Reiterate O Rating & $48 Price Target PDF BSX 02/05/2020
First Look 4Q19 Results; Beat Across the Board; Guide Range As Expected PDF SUM 02/05/2020
First Look at 4Q19 Results; Solid Beneath the Hood PDF STC 02/05/2020
First Look at FY2Q20 Results; QRP Well-Ahead of Schedule = Buyers PDF QNST 02/05/2020
First Look: 1Q Noise, Full Year Guidance Remains Favorable PDF BSX 02/05/2020
First Look: Good Guidance, Fine Quarter: Stock Likely Higher Today PDF CURO 02/05/2020
First Look: ORLY Reports 4Q19 & 2020 Guidance PDF ORLY 02/05/2020
First Look: Reports 4Q19 EPS Beat PDF WERN 02/05/2020
First Look: Reports Revenue & EPS Beat PDF ECHO 02/05/2020
FMC: 4Q19 First Look PDF FMC 02/05/2020
January Preliminary Class 8 Order Figures PDF 02/05/2020
JKHY 2Q Call: Raised Rev/Profit Guide; New Prods = Growth; Bank M&A TBD... PDF JKHY 02/05/2020
Mid-Day Research Summary PDF 02/05/2020
More Short-Term Disruption But Long-Term Promise Remains PDF CUTR 02/05/2020
Morning Research Summary PDF 02/05/2020
RAMP 3Q 1st Look: Met Rev/Beat EBIT; Reit Rev/Lower Loss Guide; Cust Adds/G... PDF RAMP 02/05/2020
RAMP 3Q Call: Prelim Rev Guide ~In Line; ~5% Of Shares 4Q Repo; Ltd CCPA Im... PDF RAMP 02/05/2020
SUM Call Takeaways - Details on Prudently Conservative Guidance PDF SUM 02/05/2020
Takeaways from Inman Connect; Updated Thoughts Heading Into Earnings PDF 02/05/2020
USGA & R&A Publish Distance Insights Report; No Near-Term Changes f... PDF 02/05/2020
4Q19 Initial: EPS In Line & Revs Beat But Key Metrics Show Lower Qualit... PDF CNC 02/04/2020
4Q19 Results Beat Lowered Bar; 2020 EPS Guidance Below Street; Remain EW PDF CTS 02/04/2020
4Q19 Wrap: While 4Q Was a Bit Messy, We Raise Estimates and TP on WCG Accre... PDF CNC 02/04/2020
Afternoon Research Summary PDF 02/04/2020
BECN F1Q20 Earnings Miss, In-Line Guide With Improving FCF Outlook PDF BECN 02/04/2020
Business Banking Driving Higher ROA but Recent Hiccups Keep Us Sidelined PDF DCOM 02/04/2020
Buy AAN, RCII on Weakness: Regulation Doesn't Change B/C of Bureau Shift PDF 02/04/2020
CTLT Thesis Playing Out: 2Q Beat/Raise, Paragon Expansion, Cell Therapy M&a... PDF CTLT 02/04/2020
Downgrade to Equal-Weight; Current Valuation Seems Fair, Execution Key To F... PDF SAIA 02/04/2020
First Look at 4Q19 Adj. EPS Beat; Midpoint of 2020 EPS Guidance Below Stree... PDF CTS 02/04/2020
First Look at 4Q19 Results PDF YRCW 02/04/2020
First Look at EXP F3Q20 Results: Overall In Line; Cement Beats while WB Mis... PDF EXP 02/04/2020
First Look at F1Q20 Results PDF HP 02/04/2020
First Look: Conference Call Takeaways PDF HP 02/04/2020
First Look: CUTR Files Lawsuit Against Lutronic and Former Employees PDF CUTR 02/04/2020
First Look: RNG Providing Proprietary VCaaS Solution to Avaya Cloud Office PDF ZM 02/04/2020
First Look:The First U.S. Patients Receives an EVO ICL in STAA's Clinical T... PDF STAA 02/04/2020
FISV 4Q 1st Look: Small Rev/EPS Miss+Good Org Growth; Guide Meet W/+7% Org ... PDF FISV 02/04/2020
FISV 4Q Call: Guide = 25% Of 40% Accretion Goal; More Repo Coming; Still Bu... PDF FISV 02/04/2020
Initial View: TECH 2Q20 Results PDF TECH 02/04/2020
JKHY 2Q 1st Look: Org Beat Flows Thru to Profit; Outcomes of Bank Mergers T... PDF JKHY 02/04/2020
Mid-Day Research Summary PDF 02/04/2020
Morning Research Summary PDF 02/04/2020
Preview: 3Q20 Print Could Be Noisy, But We Like LT Risk/Reward Here PDF EGHT 02/04/2020
Some Quick Musing on the Iowa Caucus Debacle for Our Coverage PDF 02/04/2020
Subprime Stocks Crushed: Iowa Caucuses, Rate Caps PDF 02/04/2020
Tough Quarter, Structural and Cycle Improvements Should Improve Results In ... PDF USAK 02/04/2020
Updated Thoughts Following Earnings - Adj. Estimates. PDF OCFC 02/04/2020
Updating our Model Post F1Q20 Earnings PDF HP 02/04/2020
Upgrading to Overweight - Solid Outlook in 2020 and Attractive Sub 10x P/E PDF VLY 02/04/2020
V Final: Long B/c EU, Svcs Growth "Catch Up," Analyst Day, Value; Pricing U... PDF V 02/04/2020
Weekly Commodity Monitor (2/4/20) PDF 02/04/2020
4Q EPS Tops Ests; Pending Acquisitions Provide Growth Runway; Reiterate OW... PDF ABG 02/03/2020
Active 2019 with Assets Crossing $10B; Organic Balance Sheet Outpacing Peer... PDF FRME 02/03/2020
Afternoon Research Summary PDF 02/03/2020
AM Update: 4Q Tops Estimates; Revs +6%, EPS +15%; SSS Beat Ests. PDF ABG 02/03/2020
Bus Svcs Weekly: Worldline M&A; GS Tgts Small Banks; Adyen Win; TEMN/GO... PDF 02/03/2020
Containerboard & Boxes - December 2019 PDF 02/03/2020
E&P Weekly: Return of the Bern & ESTE, HES, MUR, OAS, TALO Updates PDF 02/03/2020
FICO 4Q Final: How Much Pricing Is Built Into Stock? We Run Some Scenarios.... PDF FICO 02/03/2020
Fine-Tuning Outlook During A Fluid Period PDF STAA 02/03/2020
First Look: January PMI @ 50.9% vs. Consensus of 48.1% and December’s... PDF 02/03/2020
First Look: Reports 4Q19 Miss, OR Underperformance Puts Stock in Penalty Bo... PDF SAIA 02/03/2020
Gains On Sale Drive Beat, Increased Brokered Freight Drive Positive Jan Ton... PDF ARCB 02/03/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 02/03/2020
In-Line Revenue; Excess Capital Represents Dry Powder; Increasing PT to $56... PDF RRBI 02/03/2020
Industrial Products & Services - E&C and Industrial Services Valuat... PDF 02/03/2020
Industrial Products & Services - Industrial Distributor Valuation PDF 02/03/2020
Initial View: CTLT 2Q20 Beat/Raise, Acquiring MasTherCell PDF CTLT 02/03/2020
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