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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
First Look: BG Reports 3Q19 PDF BG 10/30/2019
First Look: CERS 3Q19 PDF CERS 10/30/2019
First Look: ELY Reports 3Q19 Beat PDF ELY 10/30/2019
First Look: EPS In Line; Continues To Execute Well In A Tough Market PDF HTLD 10/30/2019
First Look: MUSA Reports 3Q19 PDF MUSA 10/30/2019
First Look: PPC Reports 3Q19 PDF PPC 10/30/2019
First Look: Reports Modest 3Q19 EPS Miss PDF SAIA 10/30/2019
First Look: Sizable 3Q19 Beat; Mortgage Back to Growth After 5-Quarter Slid... PDF TREE 10/30/2019
First Look: STAA Reports Above Consensus Record 3Q Results PDF STAA 10/30/2019
First Look: Vehicle Recovery Rates Drive Inline 3Q; We Question Sustainabil... PDF SC 10/30/2019
FMC 3Q19: Just the Outlook PDF FMC 10/30/2019
Halloween Weather Puts Estimates at Risk PDF PRTY 10/30/2019
Lifting Our TP on CNC to $65 (From $60) Post STAR+PLUS Contract Awards PDF CNC 10/30/2019
MA 3Q Final: Macro Better Than Feared; QTD Trends Solid; OW, but Favor V PDF MA 10/30/2019
Mid-Day Research Summary PDF 10/30/2019
Morning Research Summary PDF 10/30/2019
Moving Past Peak Credit, We Are Cautious Going into 2020 PDF SC 10/30/2019
MTDR 3Q19 First Look: Incremental Execution Success Drives 3Q19 Beat. PDF MTDR 10/30/2019
On Track for FCF Growth as the Harvest Begins; Reiterate OW PDF NOV 10/30/2019
SAIA Remains Compelling Top & Bottom-Line Growth Story; Reiterate OW Ra... PDF SAIA 10/30/2019
SFM Reports 3Q19; Revising Estimates & PT; Reiterate EW(Vol.) Rating PDF SFM 10/30/2019
SUM 3Q Recap, Early Price Discussions and Solid Backlog Implies Strong 2020... PDF SUM 10/30/2019
Tough 3Q & Outlook: FY20 Likely A Challenge Before Share Gains Inflect;... PDF CHRW 10/30/2019
VNOM 3Q19 Initial Thoughts: Prudent 4Q19/1Q20 Guidance PDF VNOM 10/30/2019
WPX 3Q19 First Look: In-Line Quarter, FCF Generation Achieved PDF WPX 10/30/2019
3Q EPS Tops Consensus; High-Margin Segments Perform Well; Lifting Ests. and... PDF AN 10/29/2019
3Q Initial View: EPS Beat & Raise Although 3Q MLR Slightly Worse than S... PDF MOH 10/29/2019
3Q19 Initial View: Beat / Raise on Strong Hospice Margins; Slight Miss in H... PDF AMED 10/29/2019
3Q19 Wrap: The "EBITDA" Beat Picks Back Up Again in Music City; Raise Ests ... PDF HCA 10/29/2019
3Q19 Wrap; While IRF 2020 Pricing Improving, HH Update on Call Hits the Sha... PDF EHC 10/29/2019
Additional REPH Spin Thoughts; Raising PT to $17 PDF REPH 10/29/2019
Afternoon Research Summary PDF 10/29/2019
AM Update: 3Q EPS In Line, Severance Costs Weigh; High-Margin Segments Perf... PDF AN 10/29/2019
AM Update: 3Q Meets Consensus; Diversification Offsets UK Challenges PDF PAG 10/29/2019
Conference Call Takeaways PDF NOV 10/29/2019
Confidence Around TCF/CHFC MOE Growing; Updated Model PDF TCF 10/29/2019
First Look at 3Q19; FNF Wraps Up a Strong 3Q19 Showing from the Title Playe... PDF FNF 10/29/2019
First Look at Messy 3Q19 Miss & Guide Down; Sizable Decline in Residual... PDF R 10/29/2019
First Look at MLM 3Q19 Earnings Results: Strong Beat & Raised Guidance PDF MLM 10/29/2019
First Look: Posts Big 3Q Miss; October Net Revenue/Day Down 15% Y/Y PDF CHRW 10/29/2019
First Look: Sept. Pending Home Sales Posts Largest Gain in 45 Months PDF 10/29/2019
First Look: Summarizing 3Q19 Results PDF NOV 10/29/2019
First Look: Yet Again, Our Street-High EPS Not High Enough: 12% Consensus B... PDF OMF 10/29/2019
FMC 3Q19 Initial Look: Strong Results PDF FMC 10/29/2019
HCA Beats on Strong Vols and Expense Controls; Lifts Bottom-End of FY Outlo... PDF HCA 10/29/2019
Hitting on All Eight Cylinders; Reiterating OW Rating and $314 Price Target... PDF MLM 10/29/2019
MA 3Q 1st Look: Rev/EPS Beat, Raised Rev/Profit Growth Guide; Vols Accelera... PDF MA 10/29/2019
MA 3Q Call: QTD Trends Stable; Services Remain Key Driver Of Superior Growt... PDF MA 10/29/2019
Messy 3Q19 Results & Guide Down; Used Truck Market Weighing on EPS &... PDF R 10/29/2019
Mid-Day Research Summary PDF 10/29/2019
Morning Research Summary PDF 10/29/2019
New Bipartisan Think Tank Report Evaluates Impact of M4A on Taxes / GDP Gro... PDF 10/29/2019
Organic Loan & Deposit Growth Accelerates; Strategic Initiatives Gain T... PDF HTLF 10/29/2019
Post Earnings Model Maintenance PDF MNRO 10/29/2019
Thoughts Ahead of 3Q; Introducing 2021 Estimates & Deserved Credit for ... PDF BKI 10/29/2019
Top Pick: 6.5x 2020E Post-CECL EPS For Earnings Resiliency And Margin Expan... PDF OMF 10/29/2019
TREX 3Q19: Mixed Quarter; Outlook for Double-Digit Growth in 2020. PDF TREX 10/29/2019
TX Medicaid STAR+PLUS Awards FINALLY Released: Major Overhang Removed for C... PDF 10/29/2019
Weekly Commodity Monitor 10/29/19 PDF 10/29/2019
Why Is The Market Capitalizing ~$100 mil. In Gains On Sale? Reiterate EW Ra... PDF XPO 10/29/2019
3Q19 Earnings Expected Out Today; Our Thoughts PDF TCF 10/28/2019
3Q19 Initial View; Slight Revs / EPS Beat w/ EBITDA In Line; 2019 Reaffirme... PDF EHC 10/28/2019
3Q19 Recap & Model Update: CEO's Strategy Starting To Play Out PDF FWRD 10/28/2019
3Q19 Recap & Model Update; Organic and Inorganic Opportunities Ahead; R... PDF TFII-CA 10/28/2019
About to Hit on All Cylinders - Resuming Coverage Overweight PDF SBNY 10/28/2019
Afternoon Research Summary PDF 10/28/2019
Core Marine Executing Well, But Have We Finally Hit Bottom At D&S? Reit... PDF KEX 10/28/2019
Dime Worth a Quarter? Not Yet but Heading in the Right Direction- Initiatin... PDF DCOM 10/28/2019
EFX Final: Org USIS Ex Housing Better; Puts/Takes From Investment/Cost Syne... PDF EFX 10/28/2019
EHC 3Q19 "Part Deux;" 2020 Pricing Assumptions Improve in Investor Slide De... PDF EHC 10/28/2019
First Look: Another Modest EBITDA Beat From GOS; Lowers Rev Guide, Reits EB... PDF XPO 10/28/2019
First Look: REPH Appears to Have Filed Form 10, Beginning of Spin-Out Proce... PDF REPH 10/28/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 10/28/2019
Increased Scale Becoming More Visible; Adj Efficiency Ratio below 55% in 3Q... PDF HBNC 10/28/2019
Initial Thoughts on 3Q19 Trends & Actions; $150 mil. Buyback Announced PDF TCF 10/28/2019
Let's Go Thrift Shopping - Navigating the Tri-State Banks PDF 10/28/2019
Mid-Day Research Summary PDF 10/28/2019
Morning Research Summary PDF 10/28/2019
Near-Term Headwinds Keep Us on the Sidelines - Initiation Equal-Weight PDF OCFC 10/28/2019
NIM Pressure a Setback to ROA and Valuation Progress - Initiating Underweig... PDF WBS 10/28/2019
Not Fighting the Tide - Resuming Equal-Weight as NIM Pressure on the Horizo... PDF PBCT 10/28/2019
Not to Be Overlooked - Interest Rates, Scale and Profitability Make CNOB Ou... PDF CNOB 10/28/2019
Potential for China to Lift U.S. Chicken Ban Offers Positive Trade Clarity PDF 10/28/2019
Proactive Deposit Pricing Shows up in 3Q19 NIM; Capital Levels Keep Rising PDF LKFN 10/28/2019
Restaurants - Previewing This Week's Earnings PDF 10/28/2019
Restaurants - Weekly Update PDF 10/28/2019
Solid Outlook But Fair Valuation - Resuming Coverage Equal-Weight PDF VLY 10/28/2019
Steady Returns in 3Q19, Ag Portfolio Remains Healthy PDF FMBH 10/28/2019
The Eyes Have it; Initiating Coverage With an Equal-Weight Rating & $62... PDF ALC 10/28/2019
The Sun Also Rises for NYCB - Initiating Equal-Weight PDF NYCB 10/28/2019
These Jersey Boys Can Top the Charts - Resuming Coverage Overweight PDF ISBC 10/28/2019
Time to Shine - "Sterling Silver" Trading Like Pot Metal - Resuming Coverag... PDF STL 10/28/2019
V 4Q Final: EU Progress; New Product Growth Opps; Macro Upside?; Favor V &g... PDF V 10/28/2019
We Like the Set-Up for 8x8 and Remain a Buyer Ahead of Earnings; 2Q20 Previ... PDF EGHT 10/28/2019
3Q19 EPS Misses Street; 2019 Guidance Reduced As End Market Headwinds Inten... PDF CTS 10/25/2019
3Q19 Preview: Expect Strong Volume, Pricing, and Incrementals PDF 10/25/2019
Afternoon Research Summary PDF 10/25/2019
Brushes Off 3Q Miss As October Trends Point To Potential Tonnage Stabilizat... PDF ODFL 10/25/2019
Can Zoom Reach Escape Velocity Against Its Valuation? Extended Zoomtopia Re... PDF ZM 10/25/2019
Clarifying The Confusion: Only Modest Increase to Lifetime Loss Expectation... PDF SLM 10/25/2019
Defensive Model Weathering Freight Storm Well (As Expected); Reit. OW Ratin... PDF WERN 10/25/2019
EPS Beat; Another Solid Quarter; Maintain EW Rating PDF CBTX 10/25/2019
Expense Trends Push Estimates Higher; Deposit Strategy Producing Results PDF MSBI 10/25/2019
F2Q Miss, Guide-Down; SSS Light, Severe Margin Pressure; 28x P/E Keeps Us A... PDF MNRO 10/25/2019
F2Q20 Preview: Expecting a Strong Showing; Reiterate OW Rating, Target to $... PDF EXP 10/25/2019
First Look at 3Q19 Results: EPS/Revenue Miss as Loan Growth Slows PDF ABTX 10/25/2019
First Look at Fiscal 4Q Miss; FY20 Guidance Below Street PDF GBX 10/25/2019
First Look: BY 3Q19 Results PDF BY 10/25/2019
First Look: Marine Drives 3Q Beat; D&S Drives Soft 4Q Guide PDF KEX 10/25/2019
First Look: MSBI 3Q19 Results PDF MSBI 10/25/2019
Fiscal 4Q19 Adj. EPS Hits Low End of Guide; FY20 Outlook Below the Street PDF GBX 10/25/2019
Good Quarter And Making Progress On Bank Partnership PDF CURO 10/25/2019
Mid-Day Research Summary PDF 10/25/2019
Morning Research Summary PDF 10/25/2019
Navigating Macro Volatility With Superior Products; Reiterate OW PDF BOOM 10/25/2019
New India Potash Contract Looks Down $10/mt PDF 10/25/2019
Not Quite Fully Capitalizing in 2019; 2020 Still a Challenging Set Up PDF CLGX 10/25/2019
One CD Rate Cut This Week: Deposit Rate Tracker PDF 10/25/2019
ORLY Reports Strong 3Q19 Beat; Raising Estimates & PT; Reiterate OW Rat... PDF ORLY 10/25/2019
Positioned to Benefit From Market Disruption; Maintain EW Rating PDF BY 10/25/2019
Record Results & Upbeat Outlook; Still Plenty of Valuation Upside to Th... PDF FAF 10/25/2019
Restructuring Plan Ann’d; Energy Reserve Absorbs Higher NCOs PDF ASB 10/25/2019
Revenue Pressure Continues; Reducing EPS Forecasts;Maintain Equal-Weight Ra... PDF ABTX 10/25/2019
September '19 Contract Awards: Deceleration on Tough TX, VA & CO Comps PDF 10/25/2019
Steady 3Q19 Results; Good Organic Growth; Increasing PT to $27 PDF BFST 10/25/2019
Stephens Weekly Rail Update (Ended 10/19/19) PDF 10/25/2019
Strong Revenue Drives Impressive 3Q19 Results; Maintain OW Rating PDF GNTY 10/25/2019
TSCO Reports 3Q19; Revising Estimates; Remain OW With $115 Price Target PDF TSCO 10/25/2019
UFS 3Q19: Just the Outlook PDF UFS 10/25/2019
UFS First Look 3Q19 PDF UFS 10/25/2019
UHS 3Q19 Wrap: Lower EBITDA & EPS Estimates on Margin Pressure in Both ... PDF UHS 10/25/2019
Updated Thoughts on Energy-Driven Distribution Ahead of 3Q19 Earnings PDF 10/25/2019
Weekly Fuel Report (10/25/19) PDF 10/25/2019
WY 3Q19 First Look PDF WY 10/25/2019
WY 3Q19: Just the Outlook PDF WY 10/25/2019
3Q Beats by Wide Margin; U.S. Operations Shine; Raising Est. and Target to ... PDF GPI 10/24/2019
3Q19 Earnings Preview Addendum PDF 10/24/2019
3Q19 EPS Beats Street on Higher Truck Sales; P&S Growth Story on Track PDF RUSHA 10/24/2019
3Q19 Initial View: Adjusted EBITDA/EPS Miss; 2019 Adjusted EPS Range Cut 1%... PDF UHS 10/24/2019
3Q19 Recap & Model Update: Rates Stabilize But Volume Remains Under Pre... PDF LSTR 10/24/2019
Afternoon Research Summary PDF 10/24/2019
AM Update: 3Q Adj EPS Rises +22%, Tops Forecast; U.S. Operations Shine; OW PDF GPI 10/24/2019
AM Update: EPS Beats by $0.10; Echo Park Tops Forecast; Reiterate OW PDF SAH 10/24/2019
AM Update: EPS Miss of $0.11; SSS Light; Significant Gross Margin Pressure;... PDF MNRO 10/24/2019
Consumer Platform Set to Offset Slowing Commercial Demand; Lowering Estimat... PDF HBAN 10/24/2019
EPS Beat Driven by Lower LLP Expense; Increasing PT to $76; Maintain EW PDF PB 10/24/2019
EPS Beats by $0.10; EchoPark Continues to Impress; Raising Ests and TP to $... PDF SAH 10/24/2019
EPS/Revenue Beat Driven by Strong Loan Growth/Stable NIM; Maintain OW Ratin... PDF OBNK 10/24/2019
First Look at 3Q19 Adj. EPS Miss; 2019 Guidance Lowered PDF CTS 10/24/2019
First Look at 3Q19 Results: Revenue/EPS In line; Solid Loan growth PDF BFST 10/24/2019
First Look at 3Q19 Results: Steady Results despite NIM Challenges PDF CBTX 10/24/2019
First Look at 3Q19 Results; Big Beat on +190bps Title PT Margin Expansion PDF FAF 10/24/2019
First Look At Modest 3Q19 Adj. EPS Miss PDF TFII-CA 10/24/2019
First Look: 5% Guide Raise, 22% Beat On Installment Revenues And Lower Ads PDF CURO 10/24/2019
First Look: Comfortable With 2020E 6% Below Street; Need Guide Clarificatio... PDF ADS 10/24/2019
First Look: GWB F4Q19 Results PDF GWB 10/24/2019
First Look: HBAN 3Q19 Results PDF HBAN 10/24/2019
First Look: Posts Solid 3Q19 Results and 4Q19 Guidance PDF FWRD 10/24/2019
First Look: Reports $0.06 3Q19 EPS Miss PDF ODFL 10/24/2019
First Look: Reports Modest 3Q19 Adj. EPS Miss PDF WERN 10/24/2019
First Look: Summarizing 3Q19 Results PDF PTEN 10/24/2019
First Look: TSCO Reports 3Q19 PDF TSCO 10/24/2019
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