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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 06/28/2019
Agriculture Disrupted: The Next Generation of Market Leaders? PDF 06/28/2019
Domtar: Lowering Estimates and Price Target PDF UFS 06/28/2019
Faster EPS Impact As Rate Cuts Extend To Savings: Deposit Rate Tracker PDF 06/28/2019
First Look: ProPetro Announces Purchase of Third DuraStim Fleet PDF PUMP 06/28/2019
Lowering EPS on CCAR Buyback Announcement PDF DFS 06/28/2019
Mid-Day Research Summary PDF 06/28/2019
Morning Research Summary PDF 06/28/2019
Prospective Planting June 2019 PDF 06/28/2019
Reluctantly Downgrading Quality; DRI & WING to Equal-Weight From Overwe... PDF 06/28/2019
Stephens Inc. Real Estate Services Valuation Tables PDF 06/28/2019
Stephens Monthly Real Estate Update - June 2019 PDF 06/28/2019
Super Regional Banks: Another CCAR in the Books PDF 06/28/2019
Takeaways From Non-Deal Roadshow PDF FLMN 06/28/2019
UNH Announces Some Segment Level Senior Management Changes PDF UNH 06/28/2019
Weekly Fuel Report (6/28/19) PDF 06/28/2019
Afternoon Research Summary PDF 06/27/2019
California Bill Passes Likely Drives Subprime Lender Shares Today PDF 06/27/2019
First Look at Mixed GMS F4Q19 Earnings Results PDF GMS 06/27/2019
GPK: Reiterate OW, Raising Price Target Slightly PDF GPK 06/27/2019
Individual Market MLRs Move Higher in 1Q19 Driven Entirely by Blues PDF 06/27/2019
Medicare for All Update: Warren Aligns Her View With Bernie on Private Insu... PDF 06/27/2019
Mgmt Meeting Takeaways: Opportunities in Retail Partnerships and Core Expen... PDF RCII 06/27/2019
Mid-Day Research Summary PDF 06/27/2019
Morning Research Summary PDF 06/27/2019
Restaurants - Monthly Commodity Review PDF 06/27/2019
Revising Containerboard Estimates PDF 06/27/2019
Some Thoughts on CI Post Our Meeting w/ CFO PDF CI 06/27/2019
Stephens Weekly Rail Update (Ended 6/22/19) PDF 06/27/2019
Still the One; As Top-Tier Growth Profile Appears Highly Sustainable PDF BSX 06/27/2019
VG Partners with Sendinblue for Email; Telarus Relationship Growing Stronge... PDF VG 06/27/2019
World Pulp Statistics - May 2019 PDF 06/27/2019
WSJ Report on MGLN Exploring Potential Sale to PE; Updated Take-Out Analysi... PDF MGLN 06/27/2019
Afternoon Research Summary PDF 06/26/2019
CUTR Announces Launch of truSculpt flex PDF CUTR 06/26/2019
First Look: BSX Updates Long-Term Corporate Guidance PDF BSX 06/26/2019
First Look: TFX Announces Expanded Coverage for the UroLift System PDF TFX 06/26/2019
First Look: TX Title Insurance Rate Declines; A Few Thoughts PDF 06/26/2019
FY20 Guidance Is Out of the Way, But Uncertainty Remains; Reiterate OW Rati... PDF FDX 06/26/2019
Mid-Day Research Summary PDF 06/26/2019
Midwest Bank Review: Adjusting Estimates PDF 06/26/2019
Morning Research Summary PDF 06/26/2019
Nimble HSD Provider But Investors Need +FCF; Initiating EW & $10 PT PDF WOW 06/26/2019
Safe Haven in a Rocky Environment at a Premium; Initiating EW & $1200 P... PDF CABO 06/26/2019
A Hard But Rewarding Path To Digital Transformation: Our McDonald's CIO Din... PDF 06/25/2019
Afternoon Research Summary PDF 06/25/2019
Mid-Day Research Summary PDF 06/25/2019
Morning Research Summary PDF 06/25/2019
New Navigant Survey Shows Providers Ready for More Risk-Based Contracting PDF 06/25/2019
Today's Savings Rate Cut Is 2% To EPS; Also, Credit Card Pause PDF ALLY 06/25/2019
Trump Signs Executive Order Targeting HC Cost Transparency; Details Still T... PDF 06/25/2019
USCR 2Q19 Preview: Underlying Demand and Pricing Remain Solid Despite Weath... PDF USCR 06/25/2019
Weekly Commodity Monitor 6/24/19 PDF 06/25/2019
11X Profit Potential For Rent-To-Own Industry: Reiterate Overweight AAN PDF 06/24/2019
Afternoon Research Summary PDF 06/24/2019
Blue Sky Analysis: Increasing Target Price For Potential Retailer Wins PDF AAN 06/24/2019
Containerboard Prices Down on Better Demand and Lower Inventory? PDF 06/24/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/24/2019
IP: Downgrading to Equal-Weight PDF IP 06/24/2019
Jousting For Position PDF CUTR 06/24/2019
Mid-Day Research Summary PDF 06/24/2019
Morning Research Summary PDF 06/24/2019
RAMP Post M&A Call: Fair Price For Growthy TAM/Network-Expanding M&... PDF RAMP 06/24/2019
RAMP to Acquire Data Plus Math; Think Deal All About Strategic TV Investmen... PDF RAMP 06/24/2019
Restaurants - Weekly Update PDF 06/24/2019
Save the Date: Multi-Modal Plane Trip | August 26 - 29 PDF 06/24/2019
SSS +9.5%; Omni-Channel Outsized Growth, New Market Expansion; OW PDF KMX 06/24/2019
Super Regional Banks: DFAST Results Promising in Multiple Areas PDF 06/24/2019
Upgrading To Equal-Weight: Point of Sale Opportunities Should Lift All Boat... PDF RCII 06/24/2019
Valuation Expanding, But the LT Potential + NT Set Up Justify It; Remain Bu... PDF TREE 06/24/2019
Afternoon Research Summary PDF 06/21/2019
AM Update: EPS Beats on Used Unit SSS +9.5%; Omni-Channel Enters FL Markets... PDF KMX 06/21/2019
Another Rate Cut, This Time 20bps From Capital One: Deposit Rate Tracker PDF 06/21/2019
Cloud Communications Bus Tour Highlights: The Third Wave of UC Transformati... PDF 06/21/2019
First Look: May Existing Home Sales Ahead of Consensus; Momentum Building PDF 06/21/2019
First Look: Updates 2Q19 Guidance Due To Insurance Claim PDF FWRD 06/21/2019
KR Reports 1Q19; Revising Estimates & PT; Maintain EW(Vol.) Rating PDF KR 06/21/2019
Mid-Day Research Summary PDF 06/21/2019
Morning Research Summary PDF 06/21/2019
NDR Takeaways: The Multi-Year Growth Opportunity Remains Compelling PDF SRI 06/21/2019
NYC Rent Reg. Conf. Call Takeaways: MF Market Expected to Remain Muted in 2... PDF 06/21/2019
Payments Roundup: PYPL COO Leaving, Bill.com to IPO, UNH Buys Pmts Co Equia... PDF 06/21/2019
Stephens Weekly Rail Update (Ended 6/15/19) PDF 06/21/2019
Tyson Investor Day Takeaways PDF TSN 06/21/2019
Weekly Fuel Report (6/21/19) PDF 06/21/2019
WSJ Reports UNH to Acquire Payment Integrity Company Equian for $3.2 Bil. PDF UNH 06/21/2019
Afternoon Research Summary PDF 06/20/2019
Ag Monitor - June 2019 PDF 06/20/2019
Analyst Day Highlights: CEM Suite Driving Future Growth; Reiterate OW/V PDF EVBG 06/20/2019
Deal Boosts Fee Income; Remain EW Until We Get More Comfort on Multiple Ite... PDF FFBC 06/20/2019
ElectriFRACation: It's Easy, Just Ask PUMP and AFGlobal PDF PUMP 06/20/2019
First Look: 8K Details Reason For Conference Cancellation This Week PDF SFNC 06/20/2019
First Look: Back In The Fold, GKOS Acquires DOSE Medical PDF GKOS 06/20/2019
First Look: KR Reports 1Q19 PDF KR 06/20/2019
First Look: Sprouts Names Permanent CEO PDF SFM 06/20/2019
First Look: TFX Announces Non-Material Voluntary ET Tube Recall PDF TFX 06/20/2019
J.D. Power Releases 2019 MA Consumer Survey; Public MCOs Show Mixed Results... PDF 06/20/2019
Mid-Day Research Summary PDF 06/20/2019
Morning Research Summary PDF 06/20/2019
PwC Projects Slight Uptick in Employer Medical Costs Trends in 2020 PDF 06/20/2019
Women's Health Focus Bolsters Long-Term Outlook PDF ESTA 06/20/2019
Afternoon Research Summary PDF 06/19/2019
Bank Regulation Call Takeaways; Narrow Window For CECL Delay W/ 2020 On Hor... PDF 06/19/2019
CalPERS Announces Health Care Premiums for 2020 PDF 06/19/2019
Industry Implications: FB's Libra, Ripple's MGI Investment, Visa's B2B Conn... PDF 06/19/2019
Kermit Post ABI Release Catch-Up – Disappointing but Not Alarming (Ye... PDF 06/19/2019
May ABI + But Still Decel; AIA Cons. Outlook (7/22) Under Pressure PDF 06/19/2019
Mid-Day Research Summary PDF 06/19/2019
Morning Research Summary PDF 06/19/2019
Paperboard - May 2019 PDF 06/19/2019
UNH Finally Closes DMG Deal: Conditional on Divestiture of HCP's Nevada Biz... PDF UNH 06/19/2019
Afternoon Research Summary PDF 06/18/2019
Analyst Day Preview; Raising PT on Upcoming Catalysts; Reiterate OW/Vol. Ra... PDF EVBG 06/18/2019
CNNE Has Compelling Monetization Opportunity With DNB PDF CNNE 06/18/2019
Containerboard & Boxes - May 2019 PDF 06/18/2019
Everbridge Announces New CEO David Meredith PDF EVBG 06/18/2019
F4Q19 & FY20 Guidance Preview: We Are Now Entering The Twilight Zone PDF FDX 06/18/2019
First Look: ESTA Announces Positive Amended Credit Terms PDF ESTA 06/18/2019
First Look: U.S. Patent Trial and Appeal Board Rules in Favor of 3Shape PDF ALGN 06/18/2019
Mid-Day Research Summary PDF 06/18/2019
Morning Research Summary PDF 06/18/2019
Mosaic Closes Plant City for Good PDF MOS 06/18/2019
Sizeable TX Bank M&A; Can Two Cultures Find a Common Ground? PDF PB 06/18/2019
SM Revises 2Q19 & '19 Production Guidance Upward PDF SM 06/18/2019
Weekly Commodity Monitor 6/18/19 PDF 06/18/2019
Afternoon Research Summary PDF 06/17/2019
Assuming Coverage With an OW Rating and $20 Price Target PDF SM 06/17/2019
CJ-FRAC Announce Merger of Equals PDF 06/17/2019
CJ-FRAC Merger Math PDF 06/17/2019
Deep Subprime Continues To Be A Focus Of Growth, According To May Data PDF SC 06/17/2019
First Look: PB to Acquire LTXB; Long Anticipated Deal PDF PB 06/17/2019
FIS/FISV/GPN Deals Compared; How ~70 Comps Could Respond & FIS/FISV/GPN... PDF 06/17/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/17/2019
Healthcare Best Idea Changes PDF 06/17/2019
Healthcare: Coverage Update PDF 06/17/2019
Losses Slow Y/Y In May; Loan Growth Remains Strong PDF AXP 06/17/2019
May Losses Slow Y/Y Alongside Slightly Lower Loan Growth PDF DFS 06/17/2019
Mid-Day Research Summary PDF 06/17/2019
Monthly Y/Y Improvement to Credit Trends Continues in May PDF SYF 06/17/2019
Morning Research Summary PDF 06/17/2019
Payments, Bank Tech, and Data Services Comp Table PDF 06/17/2019
Printing & Writing - May 2019 PDF 06/17/2019
Restaurants - Weekly Update PDF 06/17/2019
Takeaways From Airline Field Trip: Domestic Trends Accelerating PDF 06/17/2019
Takeaways from Management Meetings PDF ABG 06/17/2019
Tough Monthly Trends Continue In May; Awaiting New Management's Strategy PDF ADS 06/17/2019
Updated Thoughts on EXP. Wallboard Challenges; Cement Price Should Improve PDF EXP 06/17/2019
Afternoon Research Summary PDF 06/14/2019
CNC Investor Day; 2020 Initial Revs View of >$79 Bil. On Target w Our Pr... PDF CNC 06/14/2019
Differentiated Growth Model at Discount Trading Multiple; Reiterate Overwei... PDF TSC 06/14/2019
FIBK Announces 2.5 Mil. Share Repurchase Program PDF FIBK 06/14/2019
First Look: Straumann Opts Out of iTero Distribution PDF ALGN 06/14/2019
Latest Views; Reiterate OW/V Rating PDF QNST 06/14/2019
Mid-Day Research Summary PDF 06/14/2019
Monday 6/17: Bank Regulation Expert Call w/ ABA (American Bankers Associati... PDF 06/14/2019
Morning Research Summary PDF 06/14/2019
NDR Takeaways: A Long-Term Winner Facing Near-Term Challenges PDF GATX 06/14/2019
NYC Rent-Regulation Bill Approved by Cuomo and Signed Into Law PDF 06/14/2019
O'Reilly HQ Visit Supports Positive 2019 Outlook; Reit. OW Rating &... PDF ORLY 06/14/2019
Stephens Medicare Enrollment Tracker - June 2019 Update PDF 06/14/2019
Stephens Weekly Rail Update (Ended 6/8/19) PDF 06/14/2019
Takeaways From E3 PDF 06/14/2019
Three Cut Rates, But One Increases: Deposit Rate Tracker PDF 06/14/2019
Weekly Fuel Report (6/14/19) PDF 06/14/2019
Why We Still Like Graphic After Its Run PDF GPK 06/14/2019
Afternoon Research Summary PDF 06/13/2019
Are Public MCO L-T MA Growth Targets Achievable? Stephens Sensitivity Analy... PDF 06/13/2019
CASY Reports 4Q19; Revising Estimates & PT; Reiterate OW Rating PDF CASY 06/13/2019
First Look: STXB Announces Repurchase Program PDF STXB 06/13/2019
First Look: Tyson Foods Announces Entrance Into The Alternative Protein Mar... PDF TSN 06/13/2019
Mid-Day Research Summary PDF 06/13/2019
Morning Research Summary PDF 06/13/2019
NDR Takeaways; Reiterate OW(Vol.) Rating & PT PDF PPC 06/13/2019
PTEN Frac Divestiture Rumors Circulating in Reuters PDF PTEN 06/13/2019
ROKU - Strong Sales Volume & Talks of Deeper Strategic Partnerships Fro... PDF ROKU 06/13/2019
Super Regional Banks: Updated Thoughts on 2Q19; Remain OW FITB PDF 06/13/2019
Afternoon Research Summary PDF 06/12/2019
Drilling Automation Leader: New Tech, Evolving Pricing Model & Financia... PDF HP 06/12/2019
First Look: GNTY Authorizes New Share Repurchase Program PDF GNTY 06/12/2019
Mid-Day Research Summary PDF 06/12/2019
Morning Research Summary PDF 06/12/2019
NY Legislature Reach "Agreement" on Rent Regs, MCI/IAIs remain, b... PDF 06/12/2019
Reminder: Expert Call on NYC Rent Regulation & Multifamily Impact on Ju... PDF 06/12/2019
Unique/Compelling LT Potential; Sluggish NT Setup Due to Volatile Biz Senti... PDF TBK 06/12/2019
Wayfair +11% to Annual EPS, and Expect More Partnerships to Come PDF AAN 06/12/2019
Wayfair Another Win for CURO's Rent-to-Own Zibby PDF CURO 06/12/2019
2Q19 Update; ROE Analysis Highlights Impact of Lower Interest Rates PDF CMA 06/11/2019
Afternoon Research Summary PDF 06/11/2019
CNC Investor Day Preview: Expect Visibility into 2020 Revs of >$79 Billi... PDF CNC 06/11/2019
EPAY Model Update: Co Investing for Scale; Remain EW PDF EPAY 06/11/2019
Final HHS Rebate Rule Moves to OMB for Review PDF 06/11/2019
First Look: May Title Orders Another Big Beat; Refi Leading the Way PDF FAF 06/11/2019
LMNR Reports 2Q19; Updating Estimates; Reiterate EW(Vol.) Rating & PT PDF LMNR 06/11/2019
Mid-Day Research Summary PDF 06/11/2019
Morning Research Summary PDF 06/11/2019
Takeaways From Friends In Low Places Nashville Bank Tour Vol. 3 PDF 06/11/2019
TGNA Acquires Dispatch Assets; Lowering Rating (OW/V to EW) & PT ($19 t... PDF TGNA 06/11/2019
Weekly Commodity Monitor 6/11/19 PDF 06/11/2019
Afternoon Research Summary PDF 06/10/2019
CA Budget Deal to Incrementally Expand State HIX / Medicaid Enrollment PDF 06/10/2019
Compass Minerals: New CEO, Fresh Approach to Goderich PDF CMP 06/10/2019
DuPont Restatements: Old DuPont is Back PDF DD 06/10/2019
Emerging Tech Offering + Better Macro + Enticing Tactical Set Up = U/G to O... PDF RDFN 06/10/2019
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