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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
Afternoon Research Summary PDF 09/17/2019
AZO 4Q19 Preview; Expect Trends Accelerated Through the Quarter; Reiterate ... PDF AZO 09/17/2019
Changing Best Idea to Zynga; Best Positioned for Mobile Market Consolidatio... PDF ZNGA 09/17/2019
Comfortable With 20-30% Below Street 2020E EPS After California Rate Cap Pa... PDF 09/17/2019
Conference Takeaways: EGHT and VG on the Channel Offensive; Zoom is Coming PDF 09/17/2019
Containerboard & Boxes - August 2019 PDF 09/17/2019
First Look: AVNS Partners With BioQ Pharma PDF AVNS 09/17/2019
First Look: Reports F1Q Miss; Materially Reduces FY20 Guidance PDF FDX 09/17/2019
First Look: Rockstar Unveils a New PC Game Launcher PDF TTWO 09/17/2019
Mid-Day Research Summary PDF 09/17/2019
Morning Research Summary PDF 09/17/2019
Paperboard - August 2019 PDF 09/17/2019
Printing & Writing - August 2019 PDF 09/17/2019
Reiterating O/V Rating & $37 Price Target: Every Surgeon Tells The Stor... PDF ESTA 09/17/2019
Thoughts on the Mobile Gaming Landscape; Consolidation is Coming PDF 09/17/2019
Update From ESCRS, More Bullish on O/V Rated GKOS and STAA PDF 09/17/2019
Updated Thoughts; Remains One of the Market's Best Refi Plays PDF FAF 09/17/2019
VMC Analyst Day 2019: Guidance Unchanged, Higher Profitability on Fewer Vol... PDF VMC 09/17/2019
Weekly Commodity Monitor 9/17/19 PDF 09/17/2019
2019 Investor Day Recap PDF USB 09/16/2019
Afternoon Research Summary PDF 09/16/2019
Airlines and Potential Impact in Rising Fuel Environment PDF 09/16/2019
Attractive Risk/Reward With Defensive Posture; Transferring Coverage OW PDF UMBF 09/16/2019
August Data Continues Trend Of Higher Y/Y Loss Than Expected PDF SC 09/16/2019
August Statistics Continue To Be Benign PDF DFS 09/16/2019
Better August Losses Than Guidance Implies 3c Benefit To Our 3Q19 EPS PDF SYF 09/16/2019
For Declining Rates: Prefer Credit Cards/SYF Best; CIT Most At Risk PDF 09/16/2019
Geopolitics Comes Knocking; Given Potential Oil Shock, We Like EMR, LIQT &a... PDF 09/16/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 09/16/2019
Making TAST Our Best Idea in Restaurants as We Look for Back Half Accelerat... PDF 09/16/2019
Management Commentary and a 1.90% 10-Year Sure Helped Sentiment PDF 09/16/2019
Mid-Day Research Summary PDF 09/16/2019
Mixed August: Loans Lower, Losses Better; Net 11c Negative PDF ADS 09/16/2019
Morning Research Summary PDF 09/16/2019
Quality Priced In; Transferring Coverage With an EW Rating PDF CBSH 09/16/2019
Restaurants - Weekly Update PDF 09/16/2019
Stephens Weekly Rail Update (Ended 9/7/19) PDF 09/16/2019
Takeaways From the 2019 FTR Transportation Conference PDF 09/16/2019
Uptick In August Losses In line; Recent Comments Point To Low/Mid EPS Guide... PDF AXP 09/16/2019
Afternoon Research Summary PDF 09/13/2019
BRKS 2019 Analyst Day Preview PDF BRKS 09/13/2019
CD Rate Cuts; Only CIT Savings Remains >2.00%: Deposit Rate Tracker PDF 09/13/2019
F1Q20 Preview: Deja Vu All Over Again PDF FDX 09/13/2019
First Look: ATSG to Take Over CMI Flying on Two Atlas 767s For AMZN PDF ATSG 09/13/2019
Investor Day: Long-Term Guide Tweaks; Examples Of Vocalink, RTB, Services V... PDF MA 09/13/2019
KR Reports 2Q19; Revising Estimates; Reiterate Rating & PT PDF KR 09/13/2019
Mid-Day Research Summary PDF 09/13/2019
Morning Research Summary PDF 09/13/2019
New OIG Study Concludes Rebates Substantially Reduced Part D Cost Growth PDF 09/13/2019
Tech Leadership & Streamlined Ops Support Leading Returns as Dividend I... PDF BOOM 09/13/2019
Weekly Fuel Report (9/13/19) PDF 09/13/2019
Ahead of Tonight's Democratic Debate, New Poll Shows ACA Support Rising vs.... PDF 09/12/2019
First Look: KR Reports 2Q19 PDF KR 09/12/2019
First Look: ValueAct Announces ~5% Position in LKQ PDF LKQ 09/12/2019
First Look: YRCW Provides 3Q Update PDF YRCW 09/12/2019
Initial Comments on Longer-Term Growth Expectation & CECL From Investor... PDF USB 09/12/2019
Mid-Day Research Summary PDF 09/12/2019
Morning Research Summary PDF 09/12/2019
NDR Takeaways: ECHO Is Much Better Positioned This Cycle PDF ECHO 09/12/2019
NDR Takeaways; Store Growth Ramps, White Space Opportunity; Reiterate OW PDF CONN 09/12/2019
NTR: Potash Downtime Delivers on Promise to Keep Market Balanced PDF NTR 09/12/2019
Takeaways From NDR; Reiterate OW Rating PDF CORE 09/12/2019
Takeaways From The Road: Despite Slower Macro, ODFL Keeps On Rolling PDF ODFL 09/12/2019
Updated Thoughts on Repligen PDF RGEN 09/12/2019
"1 LKQ Europe" Call Takeaways; Margin Targets Lowered, As Expected; Reit. O... PDF LKQ 09/11/2019
Brief Look at Falling Rates and Opportunities in Restaurants PDF 09/11/2019
First Look: Updates 3Q19 Guidance PDF LSTR 09/11/2019
First Look: YRCW Announces Positive New Term Loan Agreement PDF YRCW 09/11/2019
Full FIS/WP Model; 9% '21 Accretion; Expect Early Cost/Rev Synergies; Up Tg... PDF FIS 09/11/2019
Mid-Day Research Summary PDF 09/11/2019
Morning Research Summary PDF 09/11/2019
New Model; Digital Bank Sales + 2H Growth Accel = Still EW But Setup Improv... PDF EPAY 09/11/2019
Afternoon Research Summary PDF 09/10/2019
CASY Reports 1Q20; Updating Estimates & PT; Reiterate OW Rating PDF CASY 09/10/2019
Changes to 2019 Outlook, Adjusting Estimates PDF ASB 09/10/2019
First Look: August Orders Handily Beat; Refi Up +136% YOY...Not a Typo PDF FAF 09/10/2019
First Look: FNF & STC Deal No More; Most Logical Next Step PDF FNF 09/10/2019
First Look: LKQ Provides European Update Slides for "1 LKQ Europe" PDF LKQ 09/10/2019
First Look: Returning to Independent Co. Status; Mgmt. Shift Post-Deal Brea... PDF STC 09/10/2019
HQ Visit Takeaways: EVBG Recalibrating to Capture A Larger Market Opportuni... PDF EVBG 09/10/2019
ICL Expands Bromine Compounds as Chinese Supply Declines PDF ICL 09/10/2019
Initiating Coverage of Growth Bank; Profitability Ramp Expected to Continue... PDF CFB 09/10/2019
Investor Feedback On Downgrade: Small Float Challenging But EPS Still Too H... PDF SC 09/10/2019
Investor Feedback On Upgrade: Addressing Bear Case, Quantifying Updated Gui... PDF ALLY 09/10/2019
LMNR Reports 3Q19; Updating Estimates; Reiterate Rating & PT PDF LMNR 09/10/2019
Mid-Day Research Summary PDF 09/10/2019
Morning Research Summary PDF 09/10/2019
Stephens Monthly Rail Update – September 2019 PDF 09/10/2019
U.S. Uninsured Rate Rose 0.5% in 2018 on Medicaid Enrollment Pressure PDF 09/10/2019
Weekly Commodity Monitor 9/10/19 PDF 09/10/2019
Adjusting Rail Estimates as QTD Volumes Remain Weaker-Than-Expected PDF 09/09/2019
Afternoon Research Summary PDF 09/09/2019
Attractive Buying Window; Examining the "Agent-Less" Transaction Potential PDF RDFN 09/09/2019
CI CEO Buying $5 Million of Stock; Reiterate OW Rating PDF CI 09/09/2019
Downgrade To UW: Declining Credit Reserves Unlikely To Keep Driving EPS PDF SC 09/09/2019
EHTH Survey Shows Two Out of Three Subsidized HIX Buyers Ditch Coverage w/o... PDF 09/09/2019
First Look: CASY Reports 1Q20 PDF CASY 09/09/2019
First Look: Shade on The 3Q? PDF DXCM 09/09/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 09/09/2019
Mid-Day Research Summary PDF 09/09/2019
Mid-Quarter Update; Projected Medium-Term ROE of ~11% PDF CMA 09/09/2019
More Cross The 2.00% Threshold For Savings Rates: Deposit Rate Tracker PDF 09/09/2019
Morning Research Summary PDF 09/09/2019
Mosaic Downtime and Buybacks PDF MOS 09/09/2019
Positive On Above-Consensus Estimates Following Industry Conference PDF ALLY 09/09/2019
Restaurants - Weekly Update PDF 09/09/2019
Upcoming Investor Day; Our Thoughts on Topics of Discussion PDF USB 09/09/2019
Upgrade to Overweight: 5%/14% Above Consensus 2019/2020 EPS; Confident On M... PDF ALLY 09/09/2019
WestRock Capacity Closure Keeps Strategy on Track PDF WRK 09/09/2019
Afternoon Research Summary PDF 09/06/2019
CPRT Reports Strong 4Q19, But Valuation Reflects Tailwinds; Maintain EW Rat... PDF CPRT 09/06/2019
CVGW Reports 3Q19; Revising Estimates; Reiterate PT & Rating PDF CVGW 09/06/2019
First Look: Announces Retirement of CEO Tim Wallace PDF TRN 09/06/2019
First Look: FTC Rules Against FNF/STC Deal; Largely Expected at This Stage PDF FNF 09/06/2019
Impressive 2Q Results; Enterprise Traction and 117% RPO Growth the Highligh... PDF ZM 09/06/2019
Mid-Day Research Summary PDF 09/06/2019
Model Maintenance for Multiple Banks in Southwest Region PDF 09/06/2019
Morning Research Summary PDF 09/06/2019
Railcars in Storage: September Report PDF 09/06/2019
Update on Heavy Materials: 3Q19 Off to a Great Start, Outlook Remains Solid... PDF 09/06/2019
Updated Thoughts on our Coverage Universe and a Look Ahead to 3Q19 & 20... PDF 09/06/2019
Updated Thoughts Post-NDR; Trends Remain Positive PDF GLUU 09/06/2019
Weekly Fuel Report (9/6/19) PDF 09/06/2019
What a 14% ROTCE Would Mean for CMA PDF CMA 09/06/2019
"Switch"-ing to Overweight; Buy Ahead of a Catalyst Heavy Fall PDF ATVI 09/05/2019
Afternoon Research Summary PDF 09/05/2019
August Auto Sales Look Strong on Limited Data PDF 09/05/2019
August Preliminary Class 8 Orders Continue to be Weak PDF 09/05/2019
Disappointing F20 AEBITDA Guide; Maintain EW; Ests. & PT Under Review PDF MDP 09/05/2019
First Look: BSVN Announces Multiple Capital Actions; Maintain Overweight Ra... PDF BSVN 09/05/2019
First Look: CVGW Reports 3Q19 PDF CVGW 09/05/2019
Light 2Q20 Beat and Raise Leaves Investors Cautious; We Remain Buyers Here PDF SMAR 09/05/2019
Mid-Day Research Summary PDF 09/05/2019
Morning Research Summary PDF 09/05/2019
Rig Count on Track and Capex Remains Disciplined as Argentina Outcome Uncer... PDF HP 09/05/2019
Shared Channels a Clear Differentiator; Reduce PT on Timing of $1 Bil. in S... PDF WORK 09/05/2019
Solid Fiscal 2Q20 Results; Slight Margin-Driven Upside to Adj. EBITDA PDF DSGX 09/05/2019
Stephens Weekly Rail Update (Ended 8/31/19) PDF 09/05/2019
UK New Vehicle Registrations Decrease (1.6%) in August, (0.5%) for GPI Bran... PDF GPI 09/05/2019
UK New Vehicle Registrations Decreased (1.6%) in August, +0.7% for PAG Bran... PDF PAG 09/05/2019
2Q EPS Tops Est by $0.11; Unit Growth, Buybacks Ramp; Valuation Attractive;... PDF CONN 09/04/2019
Afternoon Research Summary PDF 09/04/2019
First Look at Fiscal 2Q20: Slight Margin-Driven Adj. EBITDA Beat PDF DSGX 09/04/2019
First Look at Mid-Quarter Update: Weaker Than Expected LTL Tonnage PDF ARCB 09/04/2019
First Look at Positive Mid-Quarter Update PDF SAIA 09/04/2019
First Look: $0.7B In Convertible Debt Issued PDF PODD 09/04/2019
First Look: BOOM Raises Dividend PDF BOOM 09/04/2019
First Look: Completes Stock Repurchase Authorization; Adds $50 Million to P... PDF VBTX 09/04/2019
First Look: CPRT Reports 4Q19 PDF CPRT 09/04/2019
First Look: EVBG Hires Chief Revenue Officer, President Departs PDF EVBG 09/04/2019
First Look: Expanding The Strategic Alliance Network in Asia PDF STAA 09/04/2019
First Look: HAL Reaffirms Intl. Momentum and Commitment to New N.A. Playboo... PDF HAL 09/04/2019
First Look: New CEO Outlines His Strategy, Reiterates Commitment to Dividen... PDF SLB 09/04/2019
First Look: ODFL Provides Mid-Quarter Update PDF ODFL 09/04/2019
First Look: SFNC Expects to Close Landmark Acquisition Earlier Than We Expe... PDF SFNC 09/04/2019
FISV Model Update: Tweaked Synergy Assumptions A Bit; No Major Profit Impac... PDF FISV 09/04/2019
Focus on Core RV Business; Non-RV Store Exits Continue PDF CWH 09/04/2019
FREE SOLOing The Wall of Worry in EE/MI; Your Fall Conference Survival Guid... PDF 09/04/2019
HUM's J.D. Power Survey Results Suggest Accelerating Medicare NPS Momentum PDF 09/04/2019
MBT Financial Deal Closes & 5% Buyback Plan Announced; What's Ahead for... PDF FRME 09/04/2019
Mid-Day Research Summary PDF 09/04/2019
Morning Research Summary PDF 09/04/2019
Paper & Wood Monitor - September 2019 PDF 09/04/2019
Weekly Commodity Monitor 9/4/19 PDF 09/04/2019
A Month to Forget for the Super Regionals; Reviewing Bank-Specific Performa... PDF 09/03/2019
A.M. Update: F2Q EPS Tops Est by $0.11; Non-Hurricane SSS Pos.; Buybacks Ra... PDF CONN 09/03/2019
Afternoon Research Summary PDF 09/03/2019
Another Aircraft Financing M&A Supports >20% Increase to Lessor Stoc... PDF 09/03/2019
CPRT 4Q19 Preview: Expect EPS Beat On Strong Topline; Valuation Keeps Us EW... PDF CPRT 09/03/2019
First Look: August PMI @ 49.1% vs. Consensus of 51.3% and July’s 51.2... PDF 09/03/2019
First Look: Seeking $1 Bil. in Convertible Notes; Likely More Fuel for Home... PDF ZG 09/03/2019
First Look: Tyson FY19 Guidance Update PDF TSN 09/03/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 09/03/2019
Higher China Tariffs Will Hurt Pulp More Than Other Grades PDF 09/03/2019
Industrial Products & Services - E&C and Industrial Services Valuat... PDF 09/03/2019
Industrial Products & Services - Industrial Distributors Valuation PDF 09/03/2019
Initial Thoughts on Asset Sale, Share Repurchase & Updated Presentation... PDF CXO 09/03/2019
July '19 Texas Cement Shipments Up 15.3% YoY On Same Day Basis PDF 09/03/2019
Mid-Day Research Summary PDF 09/03/2019
Morning Research Summary PDF 09/03/2019
Multi-Modal Transportation Field Trip Takeaways PDF 09/03/2019
PODD Announces Convertible Offering of Significance PDF PODD 09/03/2019
Restaurant Delivery Update: 2Q19 Wrap-Up PDF 09/03/2019
Restaurants - Weekly Update PDF 09/03/2019
SYF Lowers CD Rate, Marcus Lowers Savings: Deposit Rate Tracker PDF 09/03/2019
Yet another containerboard conversion PDF 09/03/2019
2Q EPS Misses By $0.02; Revs In Line; Ag Outlook Improves; Guide Maintained... PDF TITN 08/30/2019
Increasing Price Target As 3Q Represents Pause Not A Reset, MiSight In FY20... PDF COO 08/30/2019
Mid-Day Research Summary PDF 08/30/2019
Morning Research Summary PDF 08/30/2019
NXST/TRCO – FCC Optics and Reality; Maintain OW/V & $150 PT PDF NXST 08/30/2019
ORLY Has Entered Mexico: What Could It Mean and Where Do We Go From Here? PDF ORLY 08/30/2019
SAFM Reports 3Q19; Revising Estimates; Reiterate Rating & PT PDF SAFM 08/30/2019
Stephens Monthly Real Estate Update - August 2019 PDF 08/30/2019
Stephens Weekly Rail Update (Ended 8/24/19) PDF 08/30/2019
Weekly Fuel Report (8/30/19) PDF 08/30/2019
3Q19 Guidance Update; Revising Estimates & PT PDF LMNR 08/29/2019
AFL-CIO Chief Trumka Delivers Critique of "Medicare for All" PDF 08/29/2019
Afternoon Research Summary PDF 08/29/2019
Energy Credit Trends Slip in 1H19; We Expect Elevated NCOs/LLP Exp. in 2H19... PDF 08/29/2019
EPS Misses by ($0.11) on Negative SSS; F19 Guide Reduced; LT Story Intact; ... PDF OLLI 08/29/2019
Euro Processor TEMN Buys Kony Digital Banking; Bank Tech Industry Implicati... PDF 08/29/2019
First Look at Strong F1Q20 GMS Earnings; Beat Across the Board PDF GMS 08/29/2019
First Look: Fiscal 3Q & FY19 Guidance Essentially In-Line, Thesis Uncha... PDF COO 08/29/2019
First Look: SAFM Reports 3Q19 PDF SAFM 08/29/2019
GMS: Solid Execution Continues. Reiterate Overweight Rating, Target Goes to... PDF GMS 08/29/2019
July '19 ARTBA Contract Awards Decelerate on Tougher Comps PDF 08/29/2019
Mid-Day Research Summary PDF 08/29/2019
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