Research

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
Paperboard - March 2019 PDF 04/16/2019
Updated Title Thoughts & 1Q19 Preview PDF 04/16/2019
Vyze Acquisition By Mastercard Potential Positive For CURO, RCII; Mixed ADS... PDF 04/16/2019
Weekly Commodity Monitor 4/16/19 PDF 04/16/2019
1Q19 Review; NIM Upside With Modestly Lower Balance Sheet Growth PDF FRC 04/15/2019
Afternoon Research Summary PDF 04/15/2019
Another Cut To Rates, This Time By Sallie Mae: Deposit Rate Tracker PDF 04/15/2019
Auto Retail 1Q19 Preview PDF 04/15/2019
Downgrading to Underweight: Sale Priced In, RemainCo Doesn't Support Va... PDF ADS 04/15/2019
E&P 1Q19 Preview PDF 04/15/2019
eCommerce Platform Expert Call PDF 04/15/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 04/15/2019
Keeping 1Q19 EPS Unchanged After March Data PDF SC 04/15/2019
Let Me Take You on a “Sentiment”-al Journey; Investors Remain B... PDF 04/15/2019
March Monthly Data Implies Potentially Better 1Q19 EPS PDF DFS 04/15/2019
Mid-Day Research Summary PDF 04/15/2019
Morning Research Summary PDF 04/15/2019
Positive Card, Cautious Student Lending: 1Q19 Bank Readthroughs PDF 04/15/2019
Positive On Potential 1Q19 Out Performance, Following March Master Trust Da... PDF SYF 04/15/2019
Restaurants - Weekly Update PDF 04/15/2019
Retail/Broadlines - 1Q19 Earnings Preview PDF 04/15/2019
Solid 1Q19 Results; Excess Capital Being Discussed PDF PNC 04/15/2019
Stephens Healthcare Services Weekly PDF 04/15/2019
Strong Loan Growth, Consistent Credit Trends In March PDF AXP 04/15/2019
1Q19 Pre-Announce Below Expectations; '19 Outlook Opaque as Cost-Cuttin... PDF NOV 04/12/2019
Additional Details on Mr. Fois’ Departure and Thoughts on VG; Buy the... PDF VG 04/12/2019
Afternoon Research Summary PDF 04/12/2019
Alas, Another Landmine: Head of Applications Leaving; Search Underway PDF VG 04/12/2019
Conference Call Takeaways: Rundown of the U.S. Real Estate Brokerage Space PDF 04/12/2019
First Look: FRC 1Q19 Results PDF FRC 04/12/2019
First Look: March Title Orders Ahead of Expectations; Refi Surging PDF FAF 04/12/2019
First Look: PNC 1Q19 Results PDF PNC 04/12/2019
Initial Reads From Early Bank Earnings PDF 04/12/2019
Lowering EPS On Higher Credit Losses and Lower Receivables in 1Q19 PDF ADS 04/12/2019
Mid-Day Research Summary PDF 04/12/2019
Morning Research Summary PDF 04/12/2019
Mosaic Idles Brazilian Mines; Impact Should be Small PDF MOS 04/12/2019
NIC 1Q19 Data Shows Continued Strong Demand; Stable Supply Trends PDF 04/12/2019
Overall U.S. Health Spending Growth Slowed in January to +4.1% PDF 04/12/2019
Stephens Medicare Enrollment Tracker - April 2019 Update PDF 04/12/2019
Stephens Monthly Rail Update – April 2019 PDF 04/12/2019
Stephens Weekly Rail Update (Ended 4/6/19) PDF 04/12/2019
Weekly Fuel Report (4/12/19) PDF 04/12/2019
1Q19 Earnings Preview; A Welcome Fundamental Break From the Political Drama... PDF 04/11/2019
Afternoon Research Summary PDF 04/11/2019
Ag Monitor April 2019 PDF 04/11/2019
Balance Sheet Growth Slows; Core NIM Expands; Maintain EW Rating PDF CBSH 04/11/2019
Building Materials Valuation Table PDF 04/11/2019
Diversification + Low PDP Decline, Initiating OW PDF KRP 04/11/2019
EF Mineral Company With Incremental Value Creation Potential, Initiation OW... PDF FLMN 04/11/2019
First Look 1Q19 Results: Soft B/S Growth Trends; Core NIM Expansion PDF CBSH 04/11/2019
Gypsum PPI Continues Modest Sequential Slide PDF 04/11/2019
KY Raising Medicaid MCO Rates by 3% to 4%; WCG & ANTM w/ Exposure PDF 04/11/2019
Mid-Day Research Summary PDF 04/11/2019
Morning Research Summary PDF 04/11/2019
Premier Royalty/Mineral Company, Initiating OW PDF VNOM 04/11/2019
Takeaways From Channel Partners Conference; 8x8 Standout Quarter With Chann... PDF 04/11/2019
Updating 1Q19 EPS For Portfolio Update PDF AER 04/11/2019
Afternoon Research Summary PDF 04/10/2019
Bernie Releases His Latest "Medicare for All" Bonanza PDF 04/10/2019
FFBC News Puts Franchise Restaurant Lending into Spotlight PDF 04/10/2019
Mid-Day Research Summary PDF 04/10/2019
Morning Research Summary PDF 04/10/2019
Thoughts On Investor Sentiment Ahead of 1Q19 Earnings For SW, SE & WC B... PDF 04/10/2019
Updated Thoughts; Reiterate OW Rating, Increasing PT to $15 PDF ROAD 04/10/2019
Afternoon Research Summary PDF 04/09/2019
CI Awarded New CareSource Pharmacy Contract PDF CI 04/09/2019
Mid-Day Research Summary PDF 04/09/2019
Minor EPS Adjustments From Portfolio Update PDF AL 04/09/2019
Morning Research Summary PDF 04/09/2019
Poultry and Egg Industry Market Update PDF 04/09/2019
Reducing Estimates on Weak Retail RV Sales Data, Dealer Checks; OW PDF CWH 04/09/2019
Sizable Write-Down in Restaurant Franchise Portfolio; Maintain EW Rating PDF FFBC 04/09/2019
Takeaways from NDR; Investors Focused on SSS; Reiterate OW and $33 PT PDF CONN 04/09/2019
Tracking 1Q19 EPS Variances to Highlight Potential Bank Trades PDF 04/09/2019
Updated: Friends in Low Places Nashville Bank Tour Vol. 3 - June 5-6 PDF 04/09/2019
Updating Estimates for FSB, FHN & LTXB Following SNC Downgrade PDF 04/09/2019
Weekly Commodity Monitor 4/9/19 PDF 04/09/2019
1Q Preview: Fundamentals Stronger Than Expected; Weather Should Slightly Da... PDF 04/08/2019
1Q19 Preview: Feeling Better About Credit; Fine Tuning Ahead Of Prints PDF 04/08/2019
ACA Legal Case Update: Oral Arguments Now Likely Week of July 8th PDF 04/08/2019
Afternoon Research Summary PDF 04/08/2019
DOJ FISV/FDC 2nd Request; We See Ltd Competitive Issues/Still Expect 2H Clo... PDF FISV 04/08/2019
Finally, Deposit Rate Cut After Several Weeks Unchanged: Deposit Rate Track... PDF 04/08/2019
First Look: Medtronic Announces Deal With Blue Cross & Blue Shield of M... PDF DXCM 04/08/2019
FSB Discloses Further SNC Downgrade; LTXB, BOKF, FHN Also Potentially Expos... PDF 04/08/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 04/08/2019
March 2019 HC Employment Report and Nurse Openings Index PDF 04/08/2019
Mid-Day Research Summary PDF 04/08/2019
Morning Research Summary PDF 04/08/2019
Oilfield Services Valuation Table PDF 04/08/2019
Paper & Wood Monitor - April 2019 PDF 04/08/2019
Railcars in Storage: April Report PDF 04/08/2019
Restaurants - Weekly Update PDF 04/08/2019
Review From INTERPHEX: RGEN, TECH, BRKS Sitting Pretty PDF 04/08/2019
Save The Date - Stephens Bank Forum - September 23-25, 2019 PDF 04/08/2019
Stephens Healthcare Services Weekly PDF 04/08/2019
Tweaking Estimates Before 1Q19 Earnings PDF 04/08/2019
1Q19 Logistics Preview; Updating Estimates and Thoughts PDF 04/05/2019
A Black Swan Event Heading for Real Estate?; Prep For Upcoming Expert Call PDF 04/05/2019
Afternoon Research Summary PDF 04/05/2019
Calendar 1Q19 Earnings Preview PDF 04/05/2019
First Look at Fiscal 2Q19 Results PDF GBX 04/05/2019
Fiscal 2Q19 Results In Line With Pre-Release, Guidance Trimmed as Expected PDF GBX 04/05/2019
Louisiana-Pacific: Improving Housing Outlook, Upgrading to Overweight PDF LPX 04/05/2019
Mid-Day Research Summary PDF 04/05/2019
Midwest Banks: Fine-Tuning a Few Models Ahead of Earnings PDF 04/05/2019
Morning Research Summary PDF 04/05/2019
New CMS Guidance Limits Medicare Market Risk from Rebate Rule in 2020-2021 PDF 04/05/2019
Permian Field Trip Recap PDF 04/05/2019
Raising Estimates and Price Target Following 1Q19 Outperformance PDF BOOM 04/05/2019
Unchanged Refunds and One More Month To Go: Tax Refund Tracker PDF 04/05/2019
Updating Estimates For Heritage (NV) Acquisition PDF GBCI 04/05/2019
Weekly Fuel Report (4/5/19) PDF 04/05/2019
Weyerhaeuser: Solid Dividend, Solid Upside; Upgrading to Overweight PDF WY 04/05/2019
Afternoon Research Summary PDF 04/04/2019
Class I Rail 1Q19 Preview: Severe Weather Making It Tough to Gauge the Tren... PDF 04/04/2019
Conference Call: Digging Into Electronic Arts' & Activision's M... PDF 04/04/2019
First Look: GBCI Enters Nevada With $830 Mil. Asset Bank Acquisition PDF GBCI 04/04/2019
Highlights From Recent NDR; Reiterating OW Rating & $143 Price Target PDF CASY 04/04/2019
Mid-Day Research Summary PDF 04/04/2019
Morning Research Summary PDF 04/04/2019
NDR Takeaways: Near-Term Investment For Long Term National Growth PDF AAN 04/04/2019
Rail and Transportation Equipment Investor Plane Trip (May 8 - 9, 2019) PDF 04/04/2019
Signet Closing 150+ Stores, Expect Progressive Storecount Pressure As A Res... PDF AAN 04/04/2019
Stephens Weekly Rail Update (Ended 3/30/19) PDF 04/04/2019
Super Regional Banks - 1Q19 Earnings Preview PDF 04/04/2019
TREE 2.0 Starting to Take Form; The Years Ahead Should Be Exciting PDF TREE 04/04/2019
UK New Vehicle Registrations Down (3.4%) in March, Down (2.9%) for GPI Bran... PDF GPI 04/04/2019
UK New Vehicle Registrations Down (3.4%) in March, Up +0.4% for PAG Brands PDF PAG 04/04/2019
1Q Bank Tech Preview: FISV To Best Idea; QTWO To EW; Buy FIS; EPAY/JKHY Vie... PDF 04/03/2019
1Q Data Preview: Buy CSGP, RAMP; Buy EW EXPGY, FICO Into 1Q; Also EFX Thoug... PDF 04/03/2019
1Q Pmts Prev: ACIW/TSS Key Buys; Still Buy GPN/WP(FIS)/PYPL; V/FDC/SQ Views... PDF 04/03/2019
1Q'19 LTL Preview; Remain Below the Street PDF 04/03/2019
1Q19 Revenue Guidance Increased PDF BOOM 04/03/2019
Afternoon Research Summary PDF 04/03/2019
Auto Lending Trip Takeaways: Outlook Turns More Positive In 2019 PDF 04/03/2019
Changing Best Idea: GPN To FISV. FISV Accretion + Think NA GBS OK = Buy PDF FISV 04/03/2019
First Look: Acquiring Small, In-Market Community Bank PDF MSBI 04/03/2019
First Look: New ON-Q Receives FDA Approval PDF AVNS 04/03/2019
March Auto SAAR of 17.4 Mil., Above Consensus of 16.8 mil. PDF 04/03/2019
Mgmt Meeting Takeaways: NIM Opportunities On Both Yield And Funding Costs PDF ALLY 04/03/2019
Mid-Day Research Summary PDF 04/03/2019
Morning Research Summary PDF 04/03/2019
Now What? We're Still No Sallys Into the Cyclical Rally, Despite Mayday... PDF 04/03/2019
QTWO To EW: Great Product, Secular Trends, & BaaS Optionality Largely I... PDF QTWO 04/03/2019
Stephens Airline Investor Plane Trip PDF 04/03/2019
Afternoon Research Summary PDF 04/02/2019
CALM Reports 3Q19; Revising Estimates & PT; Reiterate EW(Vol.) Rating PDF CALM 04/02/2019
Delta Partnership Renewal A Win/Win For Both Parties PDF AXP 04/02/2019
February '19 ARTBA Contract Awards Show Moderate Deceleration, Continue... PDF 04/02/2019
February ’19 Texas Cement Shipments Up 17% YoY PDF 04/02/2019
Final 2020 MA Ratebook Analysis; CNC & WCG Set for Above Market Rate Up... PDF 04/02/2019
First Look: Alen Gas Project Sanctioned PDF NBL 04/02/2019
Lunch With Kalamata Capital: Small Business Lending Competitor To OnDeck / ... PDF 04/02/2019
Mid-Day Research Summary PDF 04/02/2019
Morning Research Summary PDF 04/02/2019
Preliminary Class 8 Orders Continue to Fall PDF 04/02/2019
Raising Estimates Following Ally's Share Buyback Announcement PDF ALLY 04/02/2019
Weekly Commodity Monitor 4/2/19 PDF 04/02/2019
1Q19 Airline Preview; Updating Models And Thoughts PDF 04/01/2019
1Q19 Earnings Preview: Better-Than-Feared Start to the Year; Reiterate OW PDF HUBG 04/01/2019
5th Consecutive (Slight) Improvement in Tax Refunds: Tax Refund Tracker PDF 04/01/2019
Afternoon Research Summary PDF 04/01/2019
Announces Divestiture of Non-Core Products; Another Positive Strategic Move... PDF SRI 04/01/2019
Delving Deeper into Gross Margins, A2P SMS Fees; Reiterate EW/Vol. Rating PDF TWLO 04/01/2019
FBK Selling Wholesale Mortgage Platforms; 3rd Party Channel Goes to RNST PDF 04/01/2019
First Look: CALM Reports 3Q19 PDF CALM 04/01/2019
First Look: GOLF Expands TS Driver Lineup; TS4 Driver Hits USGA Conforming ... PDF GOLF 04/01/2019
First Look: KAR Receives Favorable Private Letter Ruling for the IAA Spin-O... PDF KAR 04/01/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 04/01/2019
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