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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
MA Model Update: Cross Border Worry Over; Grind Higher; Billpay M&A Int... PDF MA 05/23/2019
Mid-Day Research Summary PDF 05/23/2019
Morning Research Summary PDF 05/23/2019
Restaurants - Commodity Review: April 2019; Maintain African Swine Fever Vi... PDF 05/23/2019
Retailers Report Elevated Inventories; Broader Data Shows Modest Correction... PDF 05/23/2019
Stephens Weekly Rail Update (Ended 5/18/19) PDF 05/23/2019
Afternoon Research Summary PDF 05/22/2019
April Data Supportive Of Our 2Q19E EPS PDF OMF 05/22/2019
April Flowers from March Showers; ABI Expands; ABI Call Tomorrow (5/23) 10 ... PDF 05/22/2019
AZO Reports Strong 3Q19 Results; Raising Estimates/PT; Reiterate OW Rating PDF AZO 05/22/2019
F4Q, Guide In-Line; We Struggle with No EBIT Growth, Lofty Valuation; EW PDF MNRO 05/22/2019
First Look: AAP Reports 1Q19 PDF AAP 05/22/2019
First Look: Beat on Lower Credit Provisions; Revs/SG&A A Miss PDF CRMT 05/22/2019
First Look: CPRT Reports 3Q19 PDF CPRT 05/22/2019
JKHY Model Update: Best Grower But Fully Valued; Tempered '20 Margins PDF JKHY 05/22/2019
Mid-Day Research Summary PDF 05/22/2019
Mixed Emotions: Kermit Catch Up Before Conf. Call (5/23; 10 A.M. ET) PDF 05/22/2019
Morning Research Summary PDF 05/22/2019
Productivity Stumbles On Young Stores; But Mature Stores Show The Pathway PDF CRMT 05/22/2019
Updated Estimates Post 1Q19 Earnings; Increasing Target PDF KRP 05/22/2019
Updated Estimates Post 1Q19 Model Adjustments PDF FLMN 05/22/2019
Updates Post 1Q Earnings - Raising Target On Higher '19 Volume Outlook PDF PE 05/22/2019
1Q19 Model Refinements - Higher Volumes and Better Oil Price Realizations PDF TALO 05/21/2019
1Q19 Model Refinements - Raising Target on Higher Volume Outlook PDF ESTE 05/21/2019
ACIW 1Q Model Update: Buy B/c SpeedPay Visibility Offsets License Lumpiness... PDF ACIW 05/21/2019
Afternoon Research Summary PDF 05/21/2019
Ag Monitor May 2019 PDF 05/21/2019
Expert Call: A Trucker's Perspective on Stoneridge's MirrorEye Syst... PDF 05/21/2019
First Look: April Existing Home Sales Fall Short; Better Days Ahead PDF 05/21/2019
First Look: AZO Reports 3Q19 PDF AZO 05/21/2019
First Look: NCSI Data Bolsters Confidence In Growth Outlook PDF ABMD 05/21/2019
Mid-Day Research Summary PDF 05/21/2019
Morning Research Summary PDF 05/21/2019
Morning Update: EPS In-Line; F19 Guide Brackets Consensus; EW PDF MNRO 05/21/2019
Restaurant Delivery Update: 1Q19 Wrap-Up PDF 05/21/2019
Weekly Commodity Monitor 5/21/19 PDF 05/21/2019
Weekly Reader: TECH, CTLT, RGEN, BRKS, CERS, MYGN, CDXS, NEOG PDF 05/21/2019
Afternoon Research Summary PDF 05/20/2019
Aircraft Lessor Exposure Immaterial To Thomas Cook Airlines PDF 05/20/2019
Clinical Pearls From Duke Day Grand Rounds PDF 05/20/2019
Containerboard prices finally marked lower PDF 05/20/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 05/20/2019
Mgmt Meeting Takeaways: Significant Growth Potential In Unlocking B2B Payme... PDF AXP 05/20/2019
Mid-Day Research Summary PDF 05/20/2019
Model Update - '19 Volumes Move Lower Though 4Q19 Is Relatively Unchang... PDF VNOM 05/20/2019
Morning Research Summary PDF 05/20/2019
New Analysis Shows California Commercial Hospital Rates at 209% of Medicare... PDF 05/20/2019
Notes from the Road with IBTX; Maintain Overweight Rating PDF IBTX 05/20/2019
Restaurants - Weekly Update PDF 05/20/2019
Stephens Healthcare Services Weekly PDF 05/20/2019
Takeaways From Management Meetings with County Bancorp PDF ICBK 05/20/2019
TL Broker Survey: Soft Market; Entering Challenging Part of Cycle for Broke... PDF 05/20/2019
Updated Projections on Employer Market Rx Drug Trends PDF 05/20/2019
Afternoon Research Summary PDF 05/17/2019
EPG Preview: Macro Gloom Over Miami? Three Surprises; Plus Questions & ... PDF 05/17/2019
Increasing Target Post 1Q19 Results and Model Update Post GoM Acquisition PDF MUR 05/17/2019
Mid-Day Research Summary PDF 05/17/2019
Morning Research Summary PDF 05/17/2019
Paperboard - April 2019 PDF 05/17/2019
Removal Of Steel & Aluminum Tariffs On Canada/Mexico Positive Step For ... PDF 05/17/2019
Super Regional Banks: Mid-Quarter Conference Takeaways PDF 05/17/2019
Visa Thoughts From The Road: Stay Long For Incremental Volume Opps PDF V 05/17/2019
Weekly Fuel Report (5/17/19) PDF 05/17/2019
WMT Reports 1Q20; Revising Estimates; Reiterate OW Rating & PT PDF WMT 05/17/2019
2019 AF&PA Capacity Survey PDF 05/16/2019
Afternoon Research Summary PDF 05/16/2019
Analyzing TBV & EPS Impacts of Stock Buybacks for the SE & WC Banks... PDF 05/16/2019
Benign Credit Trends for Both Small Business and Consumer in April PDF AXP 05/16/2019
Channel Checks Indicate a More Competitive Intermodal Pricing Environment PDF 05/16/2019
Containerboard & Boxes - April 2019 PDF 05/16/2019
EFX 1Q Model Update: Early Innings of Transformation; In Wait-And-See Mode PDF EFX 05/16/2019
Estimate Update Post 1Q19: Increasing Target On Higher Volume Outlook PDF DVN 05/16/2019
EXP F4Q19 Earnings Recap; Adjusting Est., Reiterate OW Rating and $104 Targ... PDF EXP 05/16/2019
EXPGY Final: Remarkable Rev Growth Sustainable/Defensible, But Priced In PDF EXPGY 05/16/2019
First Look: WMT Reports 1Q20 PDF WMT 05/16/2019
Mgmt Meeting Takeaways: More Positive on Industry and CAC's Capabilitie... PDF CACC 05/16/2019
Mid-Day Research Summary PDF 05/16/2019
Model Maintenance for CBTX, HWC and TRMK PDF 05/16/2019
Morning Research Summary PDF 05/16/2019
Stephens Medicare Enrollment Tracker - May 2019 Update PDF 05/16/2019
Stephens Quarterly Railcar Update - 1Q19 PDF 05/16/2019
Stephens Weekly Rail Update (Ended 5/11/19) PDF 05/16/2019
Time to Exhale; CMS Retreats on Medicare Rebate Proposal PDF 05/16/2019
Afternoon Research Summary PDF 05/15/2019
April Box Shipments Preview PDF 05/15/2019
CMS Issues Updated MLR Guidance for Medicaid MCOs on PBM Spread Pricing PDF 05/15/2019
EXPGY 2H: Rev Beat/EBIT Miss; Think '19 Rev Guide Conservatism PDF EXPGY 05/15/2019
Good Trends Continue for April Monthly Data PDF SYF 05/15/2019
Improved Key Metrics Amid Higher Spending As New Programs Ramp; Buy on Weak... PDF EGHT 05/15/2019
Mid-Day Research Summary PDF 05/15/2019
Mix-Shift And Mixed Credit Trends With Strong Loan Growth In April PDF SC 05/15/2019
More of the Same in April: Slowing Receivables, Slightly Higher Losses PDF ADS 05/15/2019
Morning Research Summary PDF 05/15/2019
New Investor Slide Deck Includes Several WCG Deal Updates PDF CNC 05/15/2019
Save the Date - ABA Bank Regulatory Conference Call - June 17th PDF 05/15/2019
World Pulp Statistics - March 2019 REVISED PDF 05/15/2019
2Q Update Necessitates Move to EW Rating Given Guidance; Revising PT & ... PDF LMNR 05/14/2019
Afternoon Research Summary PDF 05/14/2019
April Credit Trends More of the Same; Continued Slight Slowdown in Loan Gro... PDF DFS 05/14/2019
Building Materials Valuation Table PDF 05/14/2019
Bumping Up Ests. on Honda Acquisition; See More In Pipeline; OW PDF LAD 05/14/2019
Estimates Update Post 1Q19: Production Increased, Capex Is Unchanged PDF CXO 05/14/2019
First Look: Acquired Honda Store Brings $160 Mil. In Revs; More In Pipeline... PDF LAD 05/14/2019
First Look: Messy Quarter; Key Metrics Improve; Increased Opex Weighs on Sh... PDF EGHT 05/14/2019
Increasing Price Target; A Strong Finish & Outlook PDF STE 05/14/2019
Mid-Day Research Summary PDF 05/14/2019
Minor Model Updates for 10-Q Disclosures PDF UNH 05/14/2019
Morning Research Summary PDF 05/14/2019
NDR Takeaways: Outlook Positive: Good Consumer, Funding, Free Cash PDF ENVA 05/14/2019
Northern Delaware Project Expansion Provides Strong Margin Upside PDF WTTR 05/14/2019
Oilfield Services Valuation Tables PDF 05/14/2019
Roadshow Takeaways; Enviable LT Track Record Amid Tough Frac Fundamentals PDF RES 05/14/2019
Some More Details on the Washington State "Public" Plan Option PDF 05/14/2019
Stephens Quarterly Restaurant Review—1Q19 PDF 05/14/2019
Stephens TL Rate Index 1Q'19 Update PDF 05/14/2019
Takeaways From Headquarters Visit PDF KEY 05/14/2019
The Leader in Frac Profitability and An Early Mover in Electric; Reiterate ... PDF PUMP 05/14/2019
Trucking & Intermodal - Trading / Positioning Trends PDF 05/14/2019
Updated Thoughts Post-NDR PDF RLGY 05/14/2019
Weekly Commodity Monitor 5/14/19 PDF 05/14/2019
1Q19 Earnings Season Recap: Rails & Transportation Equipment Suppliers PDF 05/13/2019
2Q19 Earnings Preview; ASF Creates Intermediate Profitability Concerns For ... PDF HRL 05/13/2019
2Q19 Earnings Preview; Revising Estimates & Raising PT; Reiterate EW(Vo... PDF SAFM 05/13/2019
3Q19 Preview: Expecting A Beat Despite FX/Scrap Headwinds; Remain EW on Val... PDF CPRT 05/13/2019
Adjusting Est. Slightly Post F2Q19 Report, Reiterate OW and $45 Price Targe... PDF BECN 05/13/2019
Afternoon Research Summary PDF 05/13/2019
April-Ended 1Q19 Earnings Preview PDF 05/13/2019
Expecting Strong 2Q19 in Fresh Product Business, Think RFG Still Under Pres... PDF CVGW 05/13/2019
First Look: 4Q Beat, Above Consensus FY20 Guide PDF STE 05/13/2019
First Look: April Title Orders Ahead of Expectations PDF FAF 05/13/2019
First Look: Favorable Label Expansion PDF ABMD 05/13/2019
First Look: Rattler Midstream Announces IPO PDF FANG 05/13/2019
Mid-Day Research Summary PDF 05/13/2019
Morning Research Summary PDF 05/13/2019
Naming TSN As Our New 2019 Best Idea PDF TSN 05/13/2019
New RAND Study Shows Commercial Hospital Rates at 241% of Medicare PDF 05/13/2019
NTR 1Q19 Just the Outlook PDF NTR 05/13/2019
Restaurants - Weekly Update PDF 05/13/2019
ROAD F2Q19 Earnings Recap; Adjusting Estimates; Reiterate OW and $15 PT PDF ROAD 05/13/2019
Stephens Healthcare Services Weekly PDF 05/13/2019
Stephens Monthly Rail Update – May 2019 PDF 05/13/2019
Tweaking Estimates for BANR, FBNC, PPBI and RBB PDF 05/13/2019
1Q19 USCR Earnings Recap; Adjusting Estimates, PT to $60, Reiterate OW PDF USCR 05/10/2019
20%+ Y/Y Top Line and EPS Growth Continues; Positive Industry Trends Contin... PDF AL 05/10/2019
Afternoon Research Summary PDF 05/10/2019
Big Rev. Growth; Sustainable Equity Plan Supporting Better Gross Margin PDF EXPI 05/10/2019
Corteva Analyst Day Part 3: Integration Progress PDF DD 05/10/2019
EFX 1Q Call: Progress But Still Waiting for USIS/Tech Transform Inflection PDF EFX 05/10/2019
EFX 1st Look: USIS Core Growth Accel 60bps; Accrual W/in Expectations; Ligh... PDF EFX 05/10/2019
First Look: Encouraging Data PDF BSX 05/10/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 05/10/2019
Highlights From Gulf South Bank Conference PDF 05/10/2019
Mid-Day Research Summary PDF 05/10/2019
Morning Research Summary PDF 05/10/2019
Nutrien 1Q19: First Look PDF NTR 05/10/2019
One Quarter with DNB in the Books; Synergies Already Off to a Quick Start PDF CNNE 05/10/2019
Premier Agent Stabilizing; Homes on a Tear; Still Liking the Risk/Reward He... PDF ZG 05/10/2019
Rail & Transportation Equipment Field Trip Takeaways PDF 05/10/2019
Stephens LTL Yield Index 1Q'19 Update PDF 05/10/2019
Stephens Weekly Rail Update (Ended 5/4/19) PDF 05/10/2019
Strong 1Q19, But Softening Europe/China Pressure JW Outlook; Maintain EW Ra... PDF ELY 05/10/2019
Strong Taxes and Seasonal Fees, But Lending Business Incrementally Concerni... PDF WRLD 05/10/2019
Thoughts Post The Call PDF CUTR 05/10/2019
Tough Comp Quarter in the Rear View & Brighter Outlook Ahead; Strong Bu... PDF QNST 05/10/2019
TRUE Lowers 2019 Guide; Holding in at OW/V; Lowering PT From $13 to $10 PDF TRUE 05/10/2019
Weekly Fuel Report (5/10/19) PDF 05/10/2019
1Q Beat and Modest Guidance Raise; EPS and Cash Flow Inflection in 2020 Rem... PDF MATX 05/09/2019
1Q19 Beat, 2019 Guidance Raise, Multiple Justified; Maintain OW/V $84 PT PDF ROKU 05/09/2019
1Q19 BLD Earnings Recap; Adjusting Estimates and Price Target Moves to $88 PDF BLD 05/09/2019
1Q19 Misses By Wide Margin; Maintained Guide Brings Questions PDF CWH 05/09/2019
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