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
Morning Research Summary PDF 06/16/2020
Paperboard - May 2020 PDF 06/16/2020
Railcar Demand Survey: 2020 Should Be the Trough, But Expect a Slow Recover... PDF 06/16/2020
Sales Strengthen Sequentially; Lifting Estimates and Price Target to $36; ... PDF SAH 06/16/2020
THC Provides June Business Updates; Updating Our Model; TP to $25 (from $23... PDF THC 06/16/2020
The Patient Will Prevail: It's Time for GATX to Go Shopping; Upgrading to O... PDF GATX 06/16/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 6/15 PDF 06/16/2020
Updated Thoughts on EXP PDF EXP 06/16/2020
Weekly Commodity Monitor (6/16/20) PDF 06/16/2020
Afternoon Research Summary PDF 06/15/2020
Analyzing Progressive's 25,742 Retail Store Exposures PDF AAN 06/15/2020
Even With Forbearance And Loan Balances Down, NCO And DQs Better Y/Y PDF SC 06/15/2020
First Look: CTLT Signs Agreement to Manufacture AZN/Oxford COVID-19 Vaccine... PDF CTLT 06/15/2020
First Look: LKQ Provides 2Q Business Update PDF LKQ 06/15/2020
Full-Service Dining Is Coming Back Strong: Thoughts on Stock Positioning PDF 06/15/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/15/2020
Hertz Increases Pricing Another 1% Wk/Wk, Discounts To Dealers Declines PDF 06/15/2020
Loan Growth Slower, But Credit Better For May Data PDF SYF 06/15/2020
May Data Shows 50bps Y/Y Increases To Net Losses, DQ Increase PDF AXP 06/15/2020
Mid-Day Research Summary PDF 06/15/2020
Morning Research Summary PDF 06/15/2020
Our 7% NCO For 2Q20 And 12.5% For 4Q20 Might Be Too Low After May Data PDF ADS 06/15/2020
Restaurant Weekly: 6/15 PDF 06/15/2020
Significant Improvement In May Data Implies Upside To Our Estimates PDF DFS 06/15/2020
Stephens Medicare Enrollment Tracker - June 2020 Update PDF 06/15/2020
Stephens Say-on-Pay: Deep Dive 2019 Proxy Review for the SE, SW and WC Bank... PDF 06/15/2020
Weekly Reader: CDMO, CTLT, OSUR PDF 06/15/2020
Who Is the Best Fit to Buy Warner Brothers Interactive? PDF 06/15/2020
A Good Brand, But Fine Dining Will Be Slower to Recover: Resuming Equal-Wei... PDF RUTH 06/12/2020
Afternoon Research Summary PDF 06/12/2020
AM Update: 1Q Challenges No Surprise; Balance Sheet Actions Pending PDF PRTY 06/12/2020
CEO Lemonis Steps Up Purchases of Camping World Stock, $500K Yesterday PDF CWH 06/12/2020
CNC Boosts Adjusted EPS Guide Ahead of Investor Day; Revises Revs on NC Del... PDF CNC 06/12/2020
CNC Investor Day Review; Provides Initial Visibility into 2021 Revs Floor PDF CNC 06/12/2020
Fireside Chat with HUBG Management Team | Wednesday, June 17 PDF 06/12/2020
First Look: FAF May Title Orders; Another Proofpoint Behind Better Housing PDF FAF 06/12/2020
Mid-Day Research Summary PDF 06/12/2020
More Online Rate Cuts And COF Puts CD 65bps Below Savings: Deposit Rate Tra... PDF 06/12/2020
Morning Research Summary PDF 06/12/2020
Plenty of Air Support for 2020; Now a Better Business But Same Multiple PDF CLGX 06/12/2020
Recent Sales Trends Encouraging but COVID-19 Impact Remains a Concern; EW PDF PRTY 06/12/2020
Shopping for Answers - Trends, Themes and Thoughts on Retail CRE PDF 06/12/2020
Weekly Fuel Report (6/12/20) PDF 06/12/2020
Awash in Deposits - Thoughts on Recent SBNY Commentary - Increasing P/T PDF SBNY 06/11/2020
Conference Has Some Caution But We Think Positive Long Term; Increasing EPS... PDF ALLY 06/11/2020
Coverage Update - Dropping Coverage of HCR, NBR, SLCA, and TUSK PDF 06/11/2020
First Look: BJRI Provides Business Update PDF BJRI 06/11/2020
First Look: CTLT Commences Equity Offering; Also Positive JNJ Vaccine Updat... PDF CTLT 06/11/2020
Mid-Day Research Summary PDF 06/11/2020
Morning Research Summary PDF 06/11/2020
NDR Takeaways: Challenging Market Dynamics vs. Consolidation Opportunities PDF GATX 06/11/2020
Positive Guidance Update; Takes Our Numbers Up; Hosting CURO Next Wednesday... PDF CURO 06/11/2020
Some More Details on Revenue Declines for Physician Services in March/April... PDF 06/11/2020
Stephens Weekly Rail Update (Ended 6/6/20) PDF 06/11/2020
Virtual Bank Meetings Takeaways: ONB, WTFC, TCF, FMBI, ASB, BUSE PDF 06/11/2020
8x8 & Heartbreak; Reduce PT After Head-Scratching CFO Transition PDF EGHT 06/10/2020
Afternoon Research Summary PDF 06/10/2020
ANTM's 2Q20 Membership Trends Tracking Much Better than Expected vs. Our Mo... PDF ANTM 06/10/2020
CVS May Biz Update Shows HC Utilization Recovered Only Modestly From April PDF 06/10/2020
First Look: Investor Presentation Provides Update on 2Q20 PDF FITB 06/10/2020
First Look: Starbucks Provides Business Update PDF SBUX 06/10/2020
First Look: Update on 2Q20 Financial Outlook, Credit Trends, PPP, and Defer... PDF HBAN 06/10/2020
Genasys Conf. Call w/ CEO+CFO | TOMORROW | 2:00pm ET/1:00pm CT | 1x1 Slots ... PDF 06/10/2020
LMNR Reports 2Q20; Revising Estimates; Reiterate Rating & PT PDF LMNR 06/10/2020
Mid-Day Research Summary PDF 06/10/2020
Morning Research Summary PDF 06/10/2020
Recent Trends Notable, But LT Growth Stepping Up Just As Impressive; PT to ... PDF MUSA 06/10/2020
SSS & EPS ex-CECL Top Cons; Stricter Underwriting to Limit SSS/Finance ... PDF CONN 06/10/2020
Updated Thoughts on ELY; Industry Demand Continues to Improve; Reiterate OW... PDF ELY 06/10/2020
2Q20 Mid-Quarter Update on Balance Sheet Trends, Rate Impact, PPP, & De... PDF CMA 06/09/2020
Afternoon Research Summary PDF 06/09/2020
AM Update: 1Q SSS and EPS ex-CECL Top Consensus; E-Comm Ramps, Margins Fa... PDF CONN 06/09/2020
ANTM Model Update: Raising Ests & TP on Materially Higher 2Q20 EPS Fore... PDF ANTM 06/09/2020
C1Q20 Retail Inventories Report PDF 06/09/2020
CASY Reports 4Q20; Updating Estimates; Reiterate Rating & PT PDF CASY 06/09/2020
CVGW Reports 2Q20; Revising Estimates & PT; Reiterate Rating PDF CVGW 06/09/2020
EFX: Better May Vs. April; Workforce Big Driver; FICO/FIS/FISV Reads PDF EFX 06/09/2020
First Look at BECN May Business Update; May's Sales Down Low-Single Digits.... PDF BECN 06/09/2020
First Look: 8x8 Announces CFO Transition; Our Estimates and PT Are Under Re... PDF EGHT 06/09/2020
First Look: EAT Gives Strong Business Update PDF EAT 06/09/2020
First Look: Provides Mid-Quarter Update PDF YELL 06/09/2020
HHS Announces $25 Billion More CARES Grants; Our Coverage Likely Gets Peanu... PDF 06/09/2020
LHCG Provides Another Constructive Update on Home Health & Hospice Vols... PDF LHCG 06/09/2020
MA May Data: Slightly Better Than V; Better Macro; Reads To Acquirers/PYPL/... PDF MA 06/09/2020
Mid-Day Research Summary PDF 06/09/2020
Morning Research Summary PDF 06/09/2020
PAG Provides Update; Sales Trends Improving; Raising Estimates and PT; O... PDF PAG 06/09/2020
Takeaways From Friends In Virtual Places Nashville Bank Tour Vol. 4 - Abrid... PDF 06/09/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 6/9 PDF 06/09/2020
We Remain Focused on Nexmo Growth, Likely Unch. After CEO/Go-To-Market Chan... PDF VG 06/09/2020
Weekly Commodity Monitor (6/9/20) PDF 06/09/2020
Afternoon Research Summary PDF 06/08/2020
Almost Back To Normal With Impressive 2Q Update; Both Top Line, Margins Str... PDF AAN 06/08/2020
First Look: CASY Reports 4Q20 PDF CASY 06/08/2020
First Look: GKOS Announces $200 Million Senior Convertible Offering PDF GKOS 06/08/2020
First Look: Setting The Stage for A New Vonage After CEO Transition PDF VG 06/08/2020
First Look: WEN Provides QTD Business Update Consistent With Our Expectatio... PDF WEN 06/08/2020
Five More Online Banks Cut Rates; Top End CD Lowered: Deposit Rate Tracker PDF 06/08/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/08/2020
Health Plans Propose Materially Higher Rates for New York ISG Market in 202... PDF 06/08/2020
Morning Research Summary PDF 06/08/2020
Positive Updates; Late May Activity Signaling an Impressive Housing Recover... PDF RLGY 06/08/2020
Restaurant Weekly: 6/8 PDF 06/08/2020
Retailer By Retailer Analysis Shows SYF Growth Story From Right Partnership... PDF SYF 06/08/2020
Thor Reports Resurgence in RV Retail Demand; CWH Insider Purchases PDF CWH 06/08/2020
Updated Investor Deck; QTD NIM Compression Disclosed & Dissected PDF ASB 06/08/2020
Weekly Reader: BLFS, CDMO, CTLT, CYRX, OSUR PDF 06/08/2020
Afternoon Research Summary PDF 06/05/2020
Asset Sales: Potential Opportunities Across Coverage to Boost Capital PDF 06/05/2020
Billings Headwinds Hit 1Q; We Encourage Investors to Think About the Long G... PDF WORK 06/05/2020
Bus Svcs Reader: Pmt Tracker, FOUR IPO, WU/MGI, EFX Update Coming, PYPL Inv... PDF 06/05/2020
Consolidated Review of Key Loan Exposures, Deferments, and PPP Activity PDF 06/05/2020
Hertz Increases Pricing 2% Wk/Wk On Its Off-Rental Sales; 7% Discount To Ma... PDF 06/05/2020
If It Ain't Broke Don't Fix It: ODFL Following Proven Course To Drive LT Va... PDF ODFL 06/05/2020
Mid-Day Research Summary PDF 06/05/2020
Model Update: Raising EPS Estimates and TP on More Favorable MLR View PDF HUM 06/05/2020
Morning Research Summary PDF 06/05/2020
Railcars in Storage: June Report PDF 06/05/2020
Revising Estimates While Remaining Bullish Longer Term PDF COO 06/05/2020
Stephens Monthly Rail Update – June 2020 PDF 06/05/2020
Summer Bank Bash Takes - What We Learned PDF 06/05/2020
Updating Estimates for Offering, All Eyes on COVID/M&A Opportunities; P... PDF OSUR 06/05/2020
Used Car Prices Down Only 2% Y/Y In Latest Manheim Data PDF 06/05/2020
Weekly Fuel Report (6/5/20) PDF 06/05/2020
4Q20 Earnings Preview; Revising Estimates; Reiterate PT & Rating PDF CALM 06/04/2020
Afternoon Research Summary PDF 06/04/2020
ANTM Details Additional Financial Support to Members During Pandemic PDF ANTM 06/04/2020
Dicamba Block a Boost For Corteva PDF CTVA 06/04/2020
First Look: Provides Mid-Quarter Update PDF ARCB 06/04/2020
First Look: Worse Than Expected Fiscal 2Q, FY20 Guidance Suspended PDF COO 06/04/2020
FOMO Rally, Investor Feedback On Auto Lending Trends, And Forward Look PDF 06/04/2020
HUM CFO Guides 2Q20 Adjusted EPS At Least 30% Above Current Street Consensu... PDF HUM 06/04/2020
Machinery Coverage Update PDF 06/04/2020
Mid-Day Research Summary PDF 06/04/2020
Morning Research Summary PDF 06/04/2020
PAC Early June Look: HH&H Vols Flat to Pos. vs. Pre-COVID for EHC, AMED... PDF 06/04/2020
Purchasing Delays Drive Billings Turbulence; We Are Buyers Here On The Pull... PDF SMAR 06/04/2020
So Much More to the Story Than Agent Growth; We See Better Yield Potential PDF RMAX 06/04/2020
Stephens Weekly Rail Update (Ended 5/30/20) PDF 06/04/2020
Updating Estimates: CPE, DNR, OAS, WLL, XOG + News From SM & WPX PDF 06/04/2020
1Q20 Preview; Raising Estimates; Reiterate Rating & PT PDF KR 06/03/2020
After a Showstopping Quarter, Focus Shifts To Consumer Churn PDF ZM 06/03/2020
Afternoon Research Summary PDF 06/03/2020
Best Buy TCL Android TVs Could Be Pressuring ROKU PDF ROKU 06/03/2020
Building Materials Valuation Table PDF 06/03/2020
CAKE Provides Business Update PDF CAKE 06/03/2020
Chicken Executives Indicted By DOJ For Price Fixing; Moving PPC To EW PDF 06/03/2020
First Look: APY / ChampionX Merger Expected to Close Today PDF CHX 06/03/2020
First Look: AUB Preferred Equity Raise PDF AUB 06/03/2020
First Look: Leases 12 More 767s To Amazon PDF ATSG 06/03/2020
First Look: Mid-Quarter Update Shows Tonnage Pressure Moderated In May PDF SAIA 06/03/2020
First Look: Provides Mid-Quarter Update; May Trends Improved Vs. April PDF ODFL 06/03/2020
Golf Industry 6/3 Update: Checks, Surveys, and App Data Suggest Improvement... PDF 06/03/2020
McKinsey Study Suggests ~$250 Billion in Health Spend Could Be "Virtualized... PDF 06/03/2020
Mid-Day Research Summary PDF 06/03/2020
Morning Research Summary PDF 06/03/2020
New EFX 1Q20 Model: Better USIS/EWS, Tech Overhaul Positive But In Valuatio... PDF EFX 06/03/2020
ONDK: CEO And CFO Investor Conference Call On June 8th: Please Register PDF 06/03/2020
Paper & Wood Monitor - June 2020 PDF 06/03/2020
SR Banks: Mid-Quarter Thoughts; Upgrading HBAN and Lowering KEY PDF 06/03/2020
Afternoon Research Summary PDF 06/02/2020
CFO Resigns for Personal Reasons; Positive Checks with RV Dealers; OW PDF CWH 06/02/2020
CURO & Katapult: Virtual NDR on June 17th: Please Register PDF 06/02/2020
EPAY 3Q Model Update: C-19 Helps EPAY Long Term But May Hurt Growth Near Te... PDF EPAY 06/02/2020
First Look: OSUR Announces Common Stock Offering PDF OSUR 06/02/2020
First Look: Positive Affirmation PDF STAA 06/02/2020
Industrial Products & Services - Industrial Distributor Valuation PDF 06/02/2020
Mid-Day Research Summary PDF 06/02/2020
Morning Research Summary PDF 06/02/2020
naviHealth Deal Enhances Strategic Optionality for Further PAC Growth at Op... PDF UNH 06/02/2020
SSS Improve as May Unfolds With Used Unit Sales Up +22% in Final Week; OW PDF LAD 06/02/2020
Takeaways From The Virtual Road: Initiatives Set Help OR Turn A Corner; Rei... PDF USX 06/02/2020
The Health Of U.S. Casual Dining And What It Means For Stocks PDF 06/02/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 6/2 PDF 06/02/2020
V 1st Look: May Vol Better; Like FIS/FISV/GPN>MA/V; Still See "Long U" R... PDF V 06/02/2020
Weekly Commodity Monitor (6/2/20) PDF 06/02/2020
Wells Fargo Hasn't Written An Independent Auto Loan Since May 23rd; Positiv... PDF 06/02/2020
Westlake CFO Auto Lending Update: Near Normal With A Good 2Q20 Outlook PDF 06/02/2020
World Pulp Statistics - April 2020 PDF 06/02/2020
Afternoon Research Summary PDF 06/01/2020
As Cycle Turns Positive, CHRW's Investments On Cusp Of Bearing Fruit; Reit.... PDF CHRW 06/01/2020
Capitalizing on Disruption - Initiating Overweight PDF UVSP 06/01/2020
Fingerlakes Roots, Atlantic Ocean Focus - Initiating Equal-Weight PDF NBTB 06/01/2020
First Look: A Strong Slate PDF STAA 06/01/2020
First Look: FDA Issues Emergency Use Authorization for ABMD's Impella RP PDF ABMD 06/01/2020
First Look: May PMI @ 43.1% vs. Consensus of 44.0% and April’s 41.5% PDF 06/01/2020
Fulton Steaming Along - Credit Will Determine Next Stop - Initiating Equal-... PDF FULT 06/01/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/01/2020
Industrial Products & Services - E&C and Industrial Services Valuat... PDF 06/01/2020
Initial 2021 Individual Market Rate Requests Tracking +2.8%; UNH Coming Bac... PDF 06/01/2020
Initiating Equal-Weight - High Quality Franchise Working Through COVID-19 PDF BMTC 06/01/2020
ISCT Takeaways: (More) Thoughts on Cell/Gene Therapy PDF 06/01/2020
KY "Re-Awards" Medicaid Contracts to MOH, UNH, HUM, CNC & CVS - Raise M... PDF 06/01/2020
Mid-Day Research Summary PDF 06/01/2020
More Online Banks Get Closer To 1.00% Rates: Deposit Rate Tracker PDF 06/01/2020
Morning Research Summary PDF 06/01/2020
Powerhouse Western PA Bank at the $10 Billion Crossroads - Initiating Equal... PDF STBA 06/01/2020
Restaurant Weekly: 6/1 PDF 06/01/2020
Systematically Building a Top Tier Regional Franchise - Resuming Coverage E... PDF CBU 06/01/2020
Takeaways From Our Conference Call With 8x8's CFO PDF EGHT 06/01/2020
Updating Estimates: FLMN, KRP, PE and WPX PDF 06/01/2020
Used Car Prices Getting Better; Data Tracking Shows Hertz Not A Major Impac... PDF 06/01/2020
Weekend Started Strong For Casuals; Tapered As Curfews Hit; TXRH Is A Stand... PDF 06/01/2020
Weekly Reader: BLFS, CERS, CTLT, CYRX, NEO, OSUR, TECH PDF 06/01/2020
Afternoon Research Summary PDF 05/29/2020
April '20 Texas Cement Shipments Up 3.7% YoY PDF 05/29/2020
Are Corn Farmers Doomed? PDF 05/29/2020
Big 1Q Upside; Improving Sales Trend; A Beneficiary of Retail Shakeout; OW PDF OLLI 05/29/2020
Bus Svc Reader: Pmt Vol Tracker Update; ACIW, TEMN, EPAY, Tencent, Marqeta ... PDF 05/29/2020
First Look: APY Shareholders Approve Merger with ChampionX PDF CHX 05/29/2020
First Look: OraSure Announces Acquisition of UrSure PDF OSUR 05/29/2020
Mid-Day Research Summary PDF 05/29/2020
Morning Research Summary PDF 05/29/2020
OBNK Conference Call Recap; Maintain Overweight Rating / $29 PT PDF OBNK 05/29/2020
Proposed Exchange Offering Addresses Balance Sheet Concerns PDF PRTY 05/29/2020
SAFM Reports 2Q20; Revising Estimates; Reiterate PT & EW Rating PDF SAFM 05/29/2020
Slack and The Bifurcation of Enterprise Communication PDF WORK 05/29/2020
Stephens Monthly Real Estate Update - May 2020 PDF 05/29/2020
Stephens Weekly Rail Update (Ended 5/23/20) PDF 05/29/2020
Two Themes Post-Conferences: Sales Returning For Some; Credit Costs Still H... PDF 05/29/2020
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