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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
MUSA Reports 4Q18; Revising Estimates; Maintain EW Rating PDF MUSA 01/31/2019
Performing Well Despite Moderating Trends; Represents Compelling LT Opportu... PDF LSTR 01/31/2019
Stephens Monthly Real Estate Update - January 2019 PDF 01/31/2019
Stephens Weekly Rail Update (Ended 1/26/19) PDF 01/31/2019
Strong Balance Sheet Growth; Profitability Ramp Underway; Increasing PT to ... PDF MYFW 01/31/2019
Tempering 2019 Expectations For De Novo Growth, Transitioning Payday Lendin... PDF FCFS 01/31/2019
Updating Estimates Post Earnings: Better GoM Price Realizations PDF HES 01/31/2019
V Call: Despite Growth Decels Still Still A Buy W/Guidance Reit + 21x P/... PDF V 01/31/2019
What We Learned From TSS/V/PYPL Results; Positioning For WP/MA/GPN Results PDF 01/31/2019
WRK F1Q19 First Look PDF WRK 01/31/2019
WRK F1Q19: Just the Outlook PDF WRK 01/31/2019
4Q18 First Look: Mixed; Core NII Beat But Negative Seasonality, Heavy Expen... PDF FIBK 01/30/2019
4Q18 First Look; 2019 Guidance Well Ahead of Street Should Be Well Received... PDF ANTM 01/30/2019
4Q18 Wrap; Boosting 2019-2021 Estimates and TP to $350 (from $310); Remain ... PDF ANTM 01/30/2019
A Conservative Framework For 2019 Still Implies Cheap Stock, Significant Gr... PDF ECN-CA 01/30/2019
Afternoon Research Summary PDF 01/30/2019
Beat On Credit Provision, Same Trends Continue On Collections and Loan Acti... PDF CACC 01/30/2019
Bookings Disappoint as Channel Misfires; Valuation Likely To Keep Stock Afl... PDF EGHT 01/30/2019
Core NIM Compression Reduces EPS Outlook; Maintain OW PDF HBNC 01/30/2019
Disciplined Super Spec Pricing/Supply to Continue Driving Outperformance PDF HP 01/30/2019
Ends '18 On A High Note; 2H19 Could See Slowing Growth As Market Balanc... PDF CHRW 01/30/2019
EPS Miss Guidance On NII; Mixed Long Term Trends PDF SC 01/30/2019
Epsilon Sale Progress: $1.1m Transaction Bonus To Epsilon EVP PDF ADS 01/30/2019
First Look At 4Q18 Results & 1Q19 Guidance PDF LSTR 01/30/2019
First Look at 4Q18 Results: EPS Beat; Revenue Shortfall driven by NIM Headw... PDF TSC 01/30/2019
First Look at 4Q18 Results: Soft Revenue; Good Cost Controls and Credit PDF PB 01/30/2019
First Look: 4Q18 Earnings - Production and Capex In Line PDF HES 01/30/2019
First Look: Mixed View on 2019 Guide; EPS Beat But Noisy PDF ALLY 01/30/2019
First Look: MUSA Reports 4Q18 PDF MUSA 01/30/2019
First Look: NIM Jump Drives Rev Beat; Excellent Credit; Heavy Op Ex. PDF CBTX 01/30/2019
Level-Setting Revenue Expectations, Achievable High-Single-Digit Y/Y EPS Gr... PDF ALLY 01/30/2019
Lowering Price Target As Reported Earnings Growth Slows To A Halt In CY19 PDF ALGN 01/30/2019
Mid-Day Research Summary PDF 01/30/2019
Midweek Peek: Read Through RGEN, TECH, OSUR, MYGN, LGND, PACB, NEOG, CBM, C... PDF 01/30/2019
Morning Research Summary PDF 01/30/2019
Nurse Staffing Preview: AMN, CCRN PDF 01/30/2019
PKG 4Q18: Just the Outlook PDF PKG 01/30/2019
Preliminary 2020 MA Rate Framework Largely Mirrors Initial 2019 Proposal PDF 01/30/2019
PYPL 4Q 1st Look: Beat Rev/Profit; Guide Slightly Low; Good Adds + Venmo = ... PDF PYPL 01/30/2019
PYPL Call: Agg Buyers On Big Adds, Venmo $, Organic Margin, Guide Risk Now ... PDF PYPL 01/30/2019
Review of the Pressing Issues for Home-Based Care in 2019 PDF 01/30/2019
Steady Performance; Banc Ed Looking to Close in 1Q19 PDF BUSE 01/30/2019
Stephens Hosts A Trip To Calavo Growers, Limoneira & FreshRealm PDF 01/30/2019
Tempering Growth Expectations But Still A ~10% Y/Y EPS Grower W/ Excess Cap... PDF SC 01/30/2019
V 1st Look: Rev/Profit Beat Despite Low Cross Border; Reit Guidance; Buyers... PDF V 01/30/2019
4Q Preview and Adjusting Estimates/Targets for Revised Macro Outlook PDF 01/29/2019
4Q18 First Look: Core Trends Show Strong Momentum; New Buyback & Divide... PDF HCA 01/29/2019
4Q18 Preview - Upgrading CXO & PE to OW, Downgrading HES to EW PDF 01/29/2019
4Q18 Results Fairly In Line; Set-Up in 2019 Remains Compelling PDF CNI 01/29/2019
4Q18 Wrap: Robust Fundamentals Further Solidify HCA Bull Case; Raise TP to ... PDF HCA 01/29/2019
Afternoon Research Summary PDF 01/29/2019
Another $60 UFS Price Hike PDF UFS 01/29/2019
Auto Retail 4Q Preview PDF 01/29/2019
First Look at 4Q18 Adj. EPS Beat; 2019 Guidance Slightly Below Consensus PDF CNI 01/29/2019
First Look At 4Q18 Results and January Commentary PDF CHRW 01/29/2019
First Look at 4Q18 Results: Good Core EPS/Revs; Stable Credit; Divy Initiat... PDF VBTX 01/29/2019
First Look at 4Q18 Results: LLP Expense Elevated; Core Trend Solid PDF BFST 01/29/2019
First Look at 4Q18 Results: Organic Loan Growth Slows; NIM Accelerates PDF FBMS 01/29/2019
First Look at 4Q18 Results: Sizeable EPS Miss Driven by Single Credit PDF UMBF 01/29/2019
First Look at EXP F3Q19 Earnings Results PDF EXP 01/29/2019
First Look At F1Q19 Results PDF HP 01/29/2019
First Look: 2019 Guidance Better Than Expectations, Stock Likely Higher PDF CIT 01/29/2019
First Look: 4Q As Expected: Need Clarity On Below Consensus 1Q19 Earnings G... PDF ALGN 01/29/2019
First Look: FDA Advisory Panel Date Set PDF SIEN 01/29/2019
First Look: Mixed 4Q18 on Industry Slowdown PDF PKG 01/29/2019
Franchise Sale Closed and Slightly Upsized, Waiting for Lawsuit Resolution PDF RCII 01/29/2019
Good 2019 Guide; Will 2019 Be the First Pure Bank Year? PDF CIT 01/29/2019
GPK 4Q18 First Look PDF GPK 01/29/2019
GPK 4Q18: Just the Outlook PDF GPK 01/29/2019
Lowering '19 Oil Forecast, Though Positive Tailwinds Evident for '2... PDF 01/29/2019
Mid-Day Research Summary PDF 01/29/2019
Morning Research Summary PDF 01/29/2019
Moving to the Sidelines On Lack of NT Catalysts & Limited Estimate Upsi... PDF CLGX 01/29/2019
Nice Finish to 2018; Raising Estimates PDF BY 01/29/2019
NIM Expansion and Lower Provision Pushes 4Q18 EPS Higher; Updated Estimates... PDF LKFN 01/29/2019
Solid Momentum Headed into 2019; Raising Estimates PDF SYBT 01/29/2019
Soy Capital Now in the Mix; Maintain EW PDF FMBH 01/29/2019
Weekly Commodity Monitor 1/29/19 PDF 01/29/2019
World Pulp Statistics - December 2018 PDF 01/29/2019
4Q18 Industry Railcar Data: Backlog Up 9% Sequentially PDF 01/28/2019
Adjusting Estimates For Accounting Change; No Economic and Reported EPS Imp... PDF AAN 01/28/2019
Afternoon Research Summary PDF 01/28/2019
Bugs and Server Issues Plague VIP Demo, but the Game Underneath Seems Solid... PDF EA 01/28/2019
CBO Releases Updated Projections for Federal-Sponsored Health Programs PDF 01/28/2019
Elevated Provision Results in 4Q18 Miss; 2019 Outlook Discussed PDF HTLF 01/28/2019
First Look 4Q18 Results: Impressive Revenue; EPS Miss Driven by LLP Expense... PDF CADE 01/28/2019
First Look at 4Q18 Results: Heavy Op Ex; Fees Slump; Good Core NII PDF IBTX 01/28/2019
Good Revenue; EPS Miss Driven by Elevated LLP Expense; Maintain OW Rating PDF CADE 01/28/2019
Growth & NIM Tailwinds Offset By Higher-Than-Ancticipated Expense Run-R... PDF GBCI 01/28/2019
Impressive Loan Growth Trends; Elevated Op Ex; Maintain Equal-Weight Rating... PDF ABTX 01/28/2019
In-Line EPS; De Novo Expansion Into Utah; Maintain EW Rating PDF NBHC 01/28/2019
Initial Thoughts on the MOE Between CHFC & TCF PDF 01/28/2019
Leveraged Loans Showing Signs of “SNC-Ness” as Non-Banks Take o... PDF 01/28/2019
Mid-Day Research Summary PDF 01/28/2019
Morning Research Summary PDF 01/28/2019
PGA Show Recap; Industry Is Healthy, But Growth Could Slow in 2019 PDF 01/28/2019
Restaurants—Previewing This Week’s Earnings PDF 01/28/2019
Restaurants—Weekly Update PDF 01/28/2019
Soft Rev/EPS & Lowered Guidance; At ~1x tbv, Nowhere to Go But Up? PDF HTH 01/28/2019
Stephens Healthcare Services Weekly PDF 01/28/2019
Stephens Weekly Rail Update (Ended 1/19/19) PDF 01/28/2019
Takes from Avaya Partner Conference and Read-through on Our Coverage PDF 01/28/2019
Walking Through the S-4 Updates in More Detail PDF WAB 01/28/2019
Weekly Medical Device & Hospital Supply Review PDF 01/28/2019
Weekly Reader: TECH, LGND, RGEN, CBM, BRKS PDF 01/28/2019
WSJ Aircraft Leasing Article: Pushing Back On Premise PDF 01/28/2019
2018 Objectives Achieved, Initial 2019 Outlook Discussed PDF ASB 01/25/2019
4Q18 Headline Beat Driven by Gains on Sale; Upcoming Investor Day the Focus... PDF NSC 01/25/2019
Afternoon Research Summary PDF 01/25/2019
Confidence Around Earnings Power; Maintain OW PDF MSBI 01/25/2019
First Look at 4Q18 Results: Elevated Op. Ex; Solid Revenue Trends PDF ABTX 01/25/2019
First Look at 4Q18 Results: Good Loan Growth and Lower Op Ex Offsets Mortga... PDF NBHC 01/25/2019
First Look: BY 4Q18 Results PDF BY 01/25/2019
First Look: EPS Miss; Guidance Implies Downside to ’19 Street Outlook... PDF HTH 01/25/2019
First Look: New 4-Year Data On Rezum For BPH PDF BSX 01/25/2019
Growth Profile Remains In Place, Updated Estimates PDF QCRH 01/25/2019
Mid-Day Research Summary PDF 01/25/2019
Morning Research Summary PDF 01/25/2019
NIM Expansion and Stable Credit Highlight Quarter; Raising Estimates PDF GWB 01/25/2019
Online Banks Steadily Taking Market Share: Deposit Rate Tracker PDF 01/25/2019
See Operating Performance Improving in ’19 vs. 4Q18, Maintain OW PDF EQBK 01/25/2019
Updating Our Model Post-4Q PDF RES 01/25/2019
WAB & GE Modifying Terms of Merger; Remain OW PDF WAB 01/25/2019
Weekly Fuel Report (1/25/19) PDF 01/25/2019
15%+ Y/Y EPS Growth With Very Conservative Guide Deserves At Least 10x P/E PDF SLM 01/24/2019
4Q18 Beats Street; Positive Revision to OR Target; PSR Just Getting Started... PDF UNP 01/24/2019
A Banner Year; With Skagit Closed, Additional Capital Deployment Now In Foc... PDF BANR 01/24/2019
Addressing Three Common Investor Questions Following Our Launch PDF ATVI 01/24/2019
Afternoon Research Summary PDF 01/24/2019
Ending Year with Sub-50% Efficiency Ratio; Updated Model PDF FFBC 01/24/2019
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