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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 08/28/2019
ELY Files Investor Deck; Change in TopGolf Verbiage Noteworthy; Reiterate O... PDF ELY 08/28/2019
First Look: Pilgrim's Announces Acquisition of Tulip Limited PDF PPC 08/28/2019
Mid-Day Research Summary PDF 08/28/2019
Morning Research Summary PDF 08/28/2019
Operating Momentum Builds Are Expectations Already There? PDF PODD 08/28/2019
Post Launch Feedback PDF 08/28/2019
PPC Post Call Takeaways: Tulip Ltd. Acquisition PDF PPC 08/28/2019
Prefer Share Buybacks To AARP Portfolio Purchase PDF ADS 08/28/2019
ROKU – Mixed TCL 1H19 Takeaways PDF ROKU 08/28/2019
Afternoon Research Summary PDF 08/27/2019
Biden Slumps in Latest Poll; But Dem Voters Prefer Retaining Private Insura... PDF 08/27/2019
First Look: Making Progress, U.S. EVO/EVO+ Offering Closer To Approval PDF STAA 08/27/2019
First Look: Moving to an Externally Managed Co. Structure; Updated Thoughts... PDF CNNE 08/27/2019
FISV/FDC Merger Model: Despite Move, Potential Better Synergies = Stay Long... PDF FISV 08/27/2019
Mid-Day Research Summary PDF 08/27/2019
Midwest Banking Update: Trade Wars Hurting Investor Perception PDF 08/27/2019
Morning Research Summary PDF 08/27/2019
Weekly Commodity Monitor 8/27/19 PDF 08/27/2019
Acquires Wisconsin Based Truckload Carrier PDF HTLD 08/26/2019
Afternoon Research Summary PDF 08/26/2019
Florida Individual Exchange Premiums to Remain Flat in 2020 PDF 08/26/2019
Given Trump Tariff Twitter Tantrum, Here’s Our Rough EE/MI Recession ... PDF 08/26/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 08/26/2019
Mid-Day Research Summary PDF 08/26/2019
Morning Research Summary PDF 08/26/2019
PDCE Announces Acquisition of SRC Energy; Reiterate OW Rating PDF PDCE 08/26/2019
Railcar Demand Survey: Soft Market Continues & Build Projections Moving... PDF 08/26/2019
The Dog Days Of Summer: Investor Sentiment On The SE, SW, & WC Banks PDF 08/26/2019
Afternoon Research Summary PDF 08/23/2019
AXP 20bps Rate Cut 4% Benefit to EPS: Deposit Rate Tracker PDF 08/23/2019
First Look: HTH Accelerates Stock Repurchase Activity PDF HTH 08/23/2019
HRL Reports 3Q19; Revising Estimates; Reiterate PT & Rating PDF HRL 08/23/2019
JKHY Final: Margin Better Than Feared/Nice '21 Expansion; 6%-6.5% Org Growt... PDF JKHY 08/23/2019
Mid-Day Research Summary PDF 08/23/2019
Mid-Quarter Channel Checks & Retail Inventories Report PDF 08/23/2019
Morning Research Summary PDF 08/23/2019
NDR Takeaways: Strategic Improvements Should Be Showcased as Cycle Turns Lo... PDF RUSHA 08/23/2019
Popeye’s Is Accelerating; MCD Notably Missing From the Chicken Sandwi... PDF 08/23/2019
Potential Group Insurance Sale Could Be Value Creative for Several Key Reas... PDF CI 08/23/2019
Stephens Weekly Rail Update (Ended 8/17/19) PDF 08/23/2019
Updating Stephens One-Off Credit Tracker; 2Q19 Trends Surprisingly Improve PDF 08/23/2019
Weekly Fuel Report (8/23/19) PDF 08/23/2019
Afternoon Research Summary PDF 08/22/2019
Assumption of Coverage: LOGM, SMAR, WORK, ZM PDF 08/22/2019
Biologics Primer PDF 08/22/2019
Bioprocessing Summit Takeaways: Analytics, Continuous Mfg., Cell/Gene Thera... PDF 08/22/2019
First Look: HRL Reports 3Q19 PDF HRL 08/22/2019
H&P Advances Toward Autonomous Drilling With DrillScan Acquisition PDF HP 08/22/2019
LT Thesis Unchanged, But Muted NT Outlook = Reset Expectations; Resuming EW... PDF BRKS 08/22/2019
Mid-Day Research Summary PDF 08/22/2019
Morning Research Summary PDF 08/22/2019
Online/Fintech Lender HQ Trips Recap: Buy Tech Savvy, Cautious Those Behind... PDF 08/22/2019
Oscar Health Expanding Individual Footprint to 12 New Markets in 2020 PDF 08/22/2019
Restaurants - ASF/Expert Call Recap & July Commodity Review PDF 08/22/2019
Right Place, Right Time, Right Management Team, Resuming Coverage OW-Vol./$... PDF RGEN 08/22/2019
Takeaways From Avalara Site Visit PDF AVLR 08/22/2019
Takeaways From The Road: Long-term Margin Opportunity Improving; Reiterate ... PDF LKQ 08/22/2019
Upcoming Catalysts Should Drive Revenue and Stock Higher; Resuming Coverage... PDF CERS 08/22/2019
Afternoon Research Summary PDF 08/21/2019
Blackout Concerns Weigh Heavily; Maintaining OW/V $80 PT PDF SBGI 08/21/2019
Design Index Contracts; ABI Flat; Malaise but Not Downturn Yet PDF 08/21/2019
GTN Shares Too Cheap; Maintaining OW/V $27 PT PDF GTN 08/21/2019
Incrementally Positive On Valuation & National Momentum; Maintain EW Ra... PDF SSP 08/21/2019
Individual Market Enrollment Drops for Fourth Straight Year on Off-HIX Tren... PDF 08/21/2019
JKHY 4Q 1st Look: Rev/EBIT/EPS Beat; Look To Call For FY20 Guidance PDF JKHY 08/21/2019
JKHY Call: Light '20 EBIT Guide But Not as Bad as Feared; 6% Org Growth Gui... PDF JKHY 08/21/2019
July EHS Returns to Positive Growth for First Time in 18 Months PDF 08/21/2019
Mid-Day Research Summary PDF 08/21/2019
Morning Research Summary PDF 08/21/2019
Viacom Merger Lacking Rev Synergy Detail; Maintain OW/V and $64 PT PDF VIAC 08/21/2019
Delayed Rev & Bookings Clarity = Buy; Slides W/Overview of ACIW Busines... PDF ACIW 08/20/2019
Mid-Day Research Summary PDF 08/20/2019
Morning Research Summary PDF 08/20/2019
Outlook Justifies Multiple Expansion vs. Financial Services “Growth�... PDF FRC 08/20/2019
The Price of Growth PDF SIEN 08/20/2019
Weekly Commodity Monitor 8/20/19 PDF 08/20/2019
Afternoon Research Summary PDF 08/19/2019
Analyzing Financial Impacts of Stock Buybacks for the SE, SW & WC Banks... PDF 08/19/2019
Building Materials Valuation Table PDF 08/19/2019
First Look: PRECISION1 Launch in U.S PDF COO 08/19/2019
Global AgriTrends Takeaways PDF 08/19/2019
Mid-Day Research Summary PDF 08/19/2019
Morning Research Summary PDF 08/19/2019
Paperboard - July 2019 PDF 08/19/2019
Restaurants - Weekly Update PDF 08/19/2019
Stephens Quarterly Restaurant Review—2Q19 PDF 08/19/2019
TGNA Approached by Apollo; Maintain EW and $17 PT PDF TGNA 08/19/2019
Weakness Creates An Attractive Entry Point - Reiterate OW Rating PDF CXO 08/19/2019
$20 Mil. Options-Related Sales by Executive Chairman PDF AL 08/16/2019
1-yr CD Rates Cut By SLM And SYF: Deposit Rate Tracker PDF 08/16/2019
2Q19 Recap + Refreshing Top Picks Post-Quarter, Notably Our New Best Idea (... PDF 08/16/2019
Adjusting EPS Estimates Slightly On Tender Offer; Remaining Below Guidance PDF ADS 08/16/2019
Afternoon Research Summary PDF 08/16/2019
Ag Monitor- August 2019 PDF 08/16/2019
Camping World Divests Specialty Retail Outlets; A Sign of More to Come? PDF CWH 08/16/2019
First Look: GPC Announces Sale of EIS to Private Equity PDF GPC 08/16/2019
First Look: Inline Quarter After Credit Reserve Release, OK Fundamentals PDF CRMT 08/16/2019
Good Quarter But Tempering Out-Year Expectations On Slower Growth PDF CRMT 08/16/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 08/16/2019
Harvard Pilgrim & Tufts Merger; Implications for UNH OptumRx PBM Busine... PDF 08/16/2019
It’s Time To Buy WHD; Reiterate OW and Street-High $45 Price Target PDF WHD 08/16/2019
Mid-Day Research Summary PDF 08/16/2019
Morning Research Summary PDF 08/16/2019
Stepped Up Toy Buy; 2Q19 Preview; Remain OW PDF OLLI 08/16/2019
Takeaways From Our Meeting With Management PDF EXPD 08/16/2019
Uninsured Rate Ticked Up +20-bps in 2017; Mix Shift to ESI From ACA Product... PDF 08/16/2019
Weekly Fuel Report (8/16/19) PDF 08/16/2019
WMT Reports 2Q20; Revising Estimates and PT; Reiterate OW Rating PDF WMT 08/16/2019
Afternoon Research Summary PDF 08/15/2019
All About the Channel; Takeaways from NDR with Management PDF EGHT 08/15/2019
Benign July Statistics, In Line With Guidance PDF SYF 08/15/2019
Corteva Updates Guidance Again PDF CTVA 08/15/2019
Employer-Based Deductible Growth Moderating After Multi-Year Spike PDF 08/15/2019
First Look: LKQ Announces European CEO Succession Plan PDF LKQ 08/15/2019
First Look: WMT Reports 2Q20 PDF WMT 08/15/2019
Investor Day Highlights Strategic Investments & Cash Flow Potential; Re... PDF MATX 08/15/2019
July Trends: Tough to Achieve Receivables Guidance, But Losses Getting Bett... PDF ADS 08/15/2019
Losses Trends Improve In July PDF AXP 08/15/2019
Losses Up Across Both Securitizations in July; Mix Again the Driver PDF SC 08/15/2019
Mid-Day Research Summary PDF 08/15/2019
Morning Research Summary PDF 08/15/2019
Printing & Writing - June 2019 PDF 08/15/2019
Stephens Medicare Enrollment Tracker - August 2019 Update PDF 08/15/2019
Stephens Weekly Rail Update (Ended 8/10/19) PDF 08/15/2019
Wayfair Raises Capital via $825 Mil. Convertible Senior Notes Offering PDF W 08/15/2019
AAP Reports 2Q19; Revising Estimates & PT; Reiterate EW Rating PDF AAP 08/14/2019
ADS: Model Maintenance PDF ADS 08/14/2019
Afternoon Research Summary PDF 08/14/2019
FMCSA Announces Proposed Changes to Hours of Service Rules PDF 08/14/2019
IAA Reports 2Q19; Revising Estimates & PT; Reiterate OW Rating PDF IAA 08/14/2019
July Monthly Data More Of The Same: Benign Losses, Decelerating Loan Growth... PDF DFS 08/14/2019
Machinery Initiation PDF 08/14/2019
Mgmt Buys $852K Worth Of Stock Following Acquisition Announcement PDF CIT 08/14/2019
Mid-Day Research Summary PDF 08/14/2019
Morning Research Summary PDF 08/14/2019
New GAO Report Shows PBMs Retain Negligible Rebates/Spread in Part D PDF 08/14/2019
Rockford IL: HTLF Doubles-Down; QCRH Shifts to More Profitable Markets PDF 08/14/2019
Afternoon Research Summary PDF 08/13/2019
August WASDE Data says Farmers Opted for Cash PDF 08/13/2019
Business Group on Health 2020 Survey Points to Stable Employer HC Cost Tren... PDF 08/13/2019
Cautious On Tough Acquisition, With Lots Of Execution Risk PDF CIT 08/13/2019
FHFA To Allow Non-FICO Scores In Mortgage Mkt Buying; See Limited FICO Impa... PDF FICO 08/13/2019
First Look: 1 Mil. DynaStage System Sales Surpassed; Reiterate OW PDF BOOM 08/13/2019
First Look: 2Q Beat, '19 Guidance Raised & Favorable FDA Timeline Updat... PDF ESTA 08/13/2019
First Look: AAP Reports 2Q19 PDF AAP 08/13/2019
First Look: IAA Reports 2Q19 PDF IAA 08/13/2019
First Look: Neutral On Acquisition Of Mutual Of Omaha Bank PDF CIT 08/13/2019
Industrial Products & Services - E&C and Industrial Services Valuat... PDF 08/13/2019
Industrial Products & Services - Industrial Distributor Valuation PDF 08/13/2019
Initial Thoughts on ViacomCBS; Maintain CBS OW/V and $64 PT PDF VIAC 08/13/2019
Mid-Day Research Summary PDF 08/13/2019
Morning Research Summary PDF 08/13/2019
NXST Our New Best Idea; Maintain OW/V & $150 PT PDF NXST 08/13/2019
Reiterate O/V Investment Rating and $37 Price Target PDF ESTA 08/13/2019
Restaurant SNC Enters Bankruptcy PDF 08/13/2019
Updating Forecast for ASR Announcement and CPI Index Reading PDF CBSH 08/13/2019
Weekly Commodity Monitor 8/13/19 PDF 08/13/2019
World Pulp Statistics - June 2019 PDF 08/13/2019
3Q19 Earnings Preview; Revising Estimates; Reiterate EW(Vol.) & PT PDF SAFM 08/12/2019
3Q19 Earnings Preview; Revising Estimates; Reiterate Rating & PT PDF HRL 08/12/2019
Afternoon Research Summary PDF 08/12/2019
Another Tough Quarter; Focus Now On Refinancing & Execution On Cost Ini... PDF YRCW 08/12/2019
AXP: Minor Model Maintenance PDF AXP 08/12/2019
Effectuated Public Exchange Enrollment Holds Steady So Far in 2019 PDF 08/12/2019
F2Q20 Earnings Preview: CRM and VEEV PDF 08/12/2019
Fire to Shut Tyson Beef Plant Indefinitely PDF TSN 08/12/2019
First Look: July Orders Beat; Positive Purchase Growth First Time Since 1Q1... PDF FAF 08/12/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 08/12/2019
Highlights From the Road: Inward Focus Generating Positive External Results... PDF ONB 08/12/2019
IBP 2Q19 Earnings Recap; Adjusting Estimates and Price Target Goes to $61 PDF IBP 08/12/2019
Joining the Conversation; Twilio Signal Conference Takeaways PDF TWLO 08/12/2019
July-Ended Calendar 2Q19 Grocery & C-Store Earnings Preview PDF 08/12/2019
July-Ended F3Q19 Food & Agribusiness Earnings Preview PDF 08/12/2019
Mid-Day Research Summary PDF 08/12/2019
Morning Research Summary PDF 08/12/2019
Oilfield Services Valuation Tables PDF 08/12/2019
Reiterate O/V Investment Rating: The Initial Framework For Discussion PDF GKOS 08/12/2019
Restaurants - Previewing This Weeks Earnings PDF 08/12/2019
ROAD F3Q19 Earnings Recap; Adjusting Estimates; Reiterate OW and $17 Target... PDF ROAD 08/12/2019
SaaS Comp Table PDF 08/12/2019
Stephens LTL Yield Index 2Q19 Update PDF 08/12/2019
Takeaways from ORLY Analyst Day & Revisiting After 2Q19; Reiterate OW R... PDF ORLY 08/12/2019
Thoughts From the Road: Reiterate O Investment Rating PDF TFX 08/12/2019
UNH Study Shows Hospital Prices Rising Nearly 2x Faster Than Inpatient Doc ... PDF 08/12/2019
USCR: Forward Estimates Relatively Unchanged, PT Remains $60, Reiterate OW PDF USCR 08/12/2019
Verso's Second Containerboard Project Finally Announced PDF 08/12/2019
Will Kaiser's Robust 1H19 Results Represent New Source of Price Competition... PDF 08/12/2019
14 Straight >100% Rev. Growth Quarters; Ancillary Svc. Additions a Big P... PDF EXPI 08/09/2019
2Q19 Earnings Recap & Review of Updated Estimates For SE & WC Banks... PDF 08/09/2019
2Q19 Miss & Lower Guide; Self-Help Still A Real Option; OW/V; PT From $... PDF TRUE 08/09/2019
A Nice Step Forward + Foundation to Build; But Multiple Probably Needs More... PDF RLGY 08/09/2019
Above Consensus 2Q, CY19 Guidance Reiterated; Moderating Price Target PDF SIEN 08/09/2019
Adjusting Est Post Strong 2Q19 and Updated Guide; Reiterate OW, Target to $... PDF FBM 08/09/2019
Afternoon Research Summary PDF 08/09/2019
Another 6% Benefit To ALLY EPS From 20bps Cut: Deposit Rate Tracker PDF 08/09/2019
CABO Posts Solid 2Q19; Maintain EW Rating; Raise PT from $1200 to $1250 PDF CABO 08/09/2019
Compelling Buying Window; With Agency Platform Rev. Stock is at <5x EBIT... PDF QNST 08/09/2019
Content Investments Driving Value; Maintain OW/V; PT from $58 to $64 PDF VIAC 08/09/2019
First Look at 2Q19 Miss PDF YRCW 08/09/2019
First Look at Preliminary 2Q19 Results PDF PUMP 08/09/2019
First Look at USCR 2Q19: Miss on Weak Volume, FY19 Guide Implies Solid 2H19... PDF USCR 08/09/2019
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