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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
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
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
Mid-Day Research Summary PDF 04/01/2019
Morning Research Summary PDF 04/01/2019
Proposed New HOS Reform Sent To White House PDF 04/01/2019
Reported Epsilon Sale Price Implies 7% Difference To Stock: Maintain EW PDF ADS 04/01/2019
Restaurants - Weekly Update PDF 04/01/2019
SE & WC Credit Deep Dive; The Past, The Present, and The Future... PDF 04/01/2019
Stephens Healthcare Services Weekly PDF 04/01/2019
Trucking & Intermodal - Trading / Positioning Trends PDF 04/01/2019
UNH to Exit Unprofitable Iowa Managed Medicaid Program PDF UNH 04/01/2019
Upgrade to Overweight, PT to $93; See Omni Channel Tailwinds, Outsized Grow... PDF KMX 04/01/2019
7+ Weeks Of Flat Deposit Rates, Should We See A Decline?: Deposit Rate Trac... PDF 03/29/2019
Afternoon Research Summary PDF 03/29/2019
DowDuPont: Price Target Update for Monday's Dow Split PDF DD 03/29/2019
Four Starboard Nominees to Join MGLN Board PDF MGLN 03/29/2019
Investor Day Skeptics Keep the Bar Low PDF MOS 03/29/2019
Mid-Day Research Summary PDF 03/29/2019
More Details on New Strategic Committee Formed w/ Starboard Agreement PDF MGLN 03/29/2019
Morning Research Summary PDF 03/29/2019
Morning Update: 4Q EPS Tops Ests.; SSS Light; GPUs Expand; Stock Buybacks R... PDF KMX 03/29/2019
Prospective Planting 2019 PDF 03/29/2019
Stephens Inc. Real Estate Services Valuation Tables PDF 03/29/2019
Stephens Monthly Real Estate Update - March 2019 PDF 03/29/2019
Trump Admin. Absorbs Two HC Legal Setbacks in Two Days PDF 03/29/2019
Unique Growth Story With In-Demand Assets That Is Positively Levered To E-C... PDF ATSG 03/29/2019
Updated Thoughts on Southwest Banks PDF 03/29/2019
Weekly Fuel Report (3/29/19) PDF 03/29/2019
4Q EPS Falls Short, Guides Below Street; Choppy Conditions Persist; EW PDF TITN 03/28/2019
Afternoon Research Summary PDF 03/28/2019
Deep Dive on a Contrarian Long; Making the Case for a Bounce Back PDF RLGY 03/28/2019
First Look: Burying The Hatchet PDF ALGN 03/28/2019
First Look: Feb. Pending Home Sales Slow But Still a Better Pace Than 2H18 PDF 03/28/2019
First Look: WOW Airlines Ceases Operations, Not Concerned About AL Exposure... PDF AL 03/28/2019
Mid-Day Research Summary PDF 03/28/2019
Morning Research Summary PDF 03/28/2019
MW Banks: Thoughts on Deposit Pricing as the Interest Rate Environment Evol... PDF 03/28/2019
Overhead Ratio Has Been the Overhang PDF WTFC 03/28/2019
Publishing Our CNC-WCG Merger Model & Revising TPs PDF 03/28/2019
Stephens Weekly Rail Update (Ended 3/23/19) PDF 03/28/2019
Updating Estimates Post Malaysia Divestiture PDF MUR 03/28/2019
Updating On LYV; Maintain OW/V; PT from $60 to $70 PDF LYV 03/28/2019
Valuation Intriguing But Near Term Railcar Demand Increasingly Uncertain PDF TRN 03/28/2019
4Q EPS Tops Ests, SSS Light; $100 Mil. Buyback Authorization; OW PDF OLLI 03/27/2019
4Q, Guide Tops Ests. By Wide Margin; Harvey SSS Impact Lingers; OW PDF CONN 03/27/2019
Centene & WellCare Announce Merger PDF 03/27/2019
Media Reports on CNC/WCG Merger Talks - Our Initial Thoughts PDF 03/27/2019
Mid-Day Research Summary PDF 03/27/2019
Morning Research Summary PDF 03/27/2019
Morning Update: 4Q EPS Falls Short, Guides Below Street; EW PDF TITN 03/27/2019
Takeaways From Non-Deal Roadshow PDF APA 03/27/2019
Weekly Commodity Monitor 3/27/19 PDF 03/27/2019
Where To From Here? PDF SIEN 03/27/2019
A.M. Update: 4Q, Guide Tops Ests. By Wide Margin; Harvey SSS Impact Lingers... PDF CONN 03/26/2019
AdWeek Article: RAMP Thoughts; Potential Programmatic Display Ad Implicatio... PDF RAMP 03/26/2019
Afternoon Research Summary PDF 03/26/2019
At The Crossroads PDF SIEN 03/26/2019
BECN Lowers F2Q19 EPS On Poor Weather, Expects FY19 EPS At Low End Of Guide... PDF BECN 03/26/2019
Georgia Legislature Passes Partial Medicaid Expansion PDF 03/26/2019
Mid-Day Research Summary PDF 03/26/2019
Morning Research Summary PDF 03/26/2019
Mosaic Analyst Day: What to Expect PDF MOS 03/26/2019
Southwest Banks: Valuation Tables & Company Fundamentals PDF 03/26/2019
Texas ACA Case Update; Trump DOJ Hardens Legal Stance PDF 03/26/2019
200%+ Growth Against a Tough Backdrop; Tweaking Model Post-10K PDF EXPI 03/25/2019
Afternoon Research Summary PDF 03/25/2019
Avaya Rumored To Be Going Private Again; Would Make A Lot of Sense PDF 03/25/2019
CMS Issues Final Report on 2019 Exchange Enrollment Period PDF 03/25/2019
Dem. Establishment Moves to Regain Control of Party's HC Policy Agenda PDF 03/25/2019
Earnings Preview; Reducing Estimates; Omni-Channel Provides LT Catalyst; EW... PDF KMX 03/25/2019
F3Q19 Earnings Preview PDF CALM 03/25/2019
Field Trip Takeaways; Continued Confidence In Best Idea; Reiterate OW Ratin... PDF CVGW 03/25/2019
Field Trip Takeaways; Solid Long-Term Growth Story; Reiterate OW rating PDF LMNR 03/25/2019
FinTech Bank Partnerships Continue To Ramp, Expect More In 2019 PDF 03/25/2019
First Look: COO Vance Announces Resignation PDF OZK 03/25/2019
First Look: Data Presented at FDA Panel Favors SIEN Over Competitors PDF SIEN 03/25/2019
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 03/25/2019
Liner prices down, SBS producers wait PDF 03/25/2019
Mid-Day Research Summary PDF 03/25/2019
Morning Research Summary PDF 03/25/2019
Restaurants - Weekly Update 03/25/2019 PDF 03/25/2019
Roll On PDF IVC 03/25/2019
Setting The Stage PDF SIEN 03/25/2019
Stephens Healthcare Services Weekly PDF 03/25/2019
Takeaways From Investor Meetings With CEO; Committed to Building Scale and ... PDF LAD 03/25/2019
Tough Week for the Super Regional Banks PDF 03/25/2019
Weekly Reader: CBM, LGND, TECH, RGEN, BRKS, MYGN, CTLT, CDXS PDF 03/25/2019
White paper pricing moving up PDF 03/25/2019
World Pulp Statistics - February 2019 PDF 03/25/2019
Zoom Files for IPO; Valuation Helps, But Competition May Hurt UCaaS Vendors... PDF 03/25/2019
Afternoon Research Summary PDF 03/22/2019
First Look: February Existing Home Sales; Material Beat/Seq. Jump of +11.8%... PDF 03/22/2019
First Look: Pre-Releases Fiscal 2Q19 Miss Due to Operational Challenges PDF GBX 03/22/2019
FIS/WP Accretion; Think DDA+POS=Value; Bear Points/Responses; Industry Thou... PDF FIS 03/22/2019
Lowering Estimates & Price Target After Fiscal 2Q19 Pre-Release; Remain... PDF GBX 03/22/2019
MAX Update: Instead Of Buying Planes, Buyback Stock To Improve EPS PDF AER 03/22/2019
Mid-Day Research Summary PDF 03/22/2019
Morning Research Summary PDF 03/22/2019
Now, Coast-to-Coast, Monro Enters California Market w/ 40 Store Acquisition... PDF MNRO 03/22/2019
PPC Announces Jayson Penn as New CEO PDF PPC 03/22/2019
Restaurants - Commodity Review: February 2019 PDF 03/22/2019
Slight Improvement To Refunds, Positive Mgmt Commentary: Tax Refund Tracker... PDF 03/22/2019
Stephens Weekly Rail Update (Ended 3/16/19) PDF 03/22/2019
Updated Thoughts: Insurance Still the Go-To, But Others Ready to Emerge PDF QNST 03/22/2019
Updated Thoughts; 2019 Likely a Solid Year, 2020 Could Be Superb PDF TREE 03/22/2019
Updated Thoughts; Housing Not Doing Any Favors in 1H19; 2H19 a Better Set U... PDF FNF 03/22/2019
Weekly Fuel Report (3/22/19) PDF 03/22/2019
Afternoon Research Summary PDF 03/21/2019
Confidence in Pricing and Margins; 1Q Weather Impacts, Full Year Intact PDF 03/21/2019
Enterprise Connect Meetings Highlights: UCC Industry Disruption Well Underw... PDF 03/21/2019
First Look: Divesting Malaysia Assets, We View Positively PDF MUR 03/21/2019
MAX Scenario Analysis: Pricing AL/AER Shares For A Year's Delay In Deli... PDF 03/21/2019
Mid-Day Research Summary PDF 03/21/2019
Morning Research Summary PDF 03/21/2019
Stephens Conference Takeaways: Taking The "Big Swing" On A Cheap ... PDF CURO 03/21/2019
Stephens Conference Takeaways: Through-The-Cycle Earnings Growth Opportunit... PDF OMF 03/21/2019
Takeaways From Game Developers Conference; The Platform Wars Are Heating Up... PDF 03/21/2019
Updating Our Forecast For Early M&A Closings; Maintain Equal-Weight Rat... PDF BXS 03/21/2019
3Q19 Miss And Guide Down; FY20 Will Be Largely Dependent External Factors PDF FDX 03/20/2019
A Need For More Follow-Up PDF SIEN 03/20/2019
Afternoon Research Summary PDF 03/20/2019
Analysis of NY Individual Market OEP; ANTM & UNH Gain Some Share PDF 03/20/2019
Enterprise ARR Growth Drives Clean Quarter; We Like FY20 Set-Up; Reiterate ... PDF SMAR 03/20/2019
February ABI Expert Update: Kermit Baker Chat Takes; All In, Steady As She ... PDF 03/20/2019
February Deceleration But Still Positive Readings; REIT OW ETN IR PDF 03/20/2019
Jury Ruled Bayer/Monsanto's Roundup Has Caused Cancer in a Second Case PDF 03/20/2019
Lowering EPS Forecast Based on Management Commentary & Recent Channel C... PDF TCBI 03/20/2019
Mid-Day Research Summary PDF 03/20/2019
Morning Research Summary PDF 03/20/2019
PBM Lineup Now Set for April 9th Senate Finance Committee Hearing PDF 03/20/2019
Takeaways From Headquarters Visit PDF FITB 03/20/2019
8% Better 1Q19 EPS Implied By February Data PDF OMF 03/19/2019
Automotive Retail Industry Rankings 4Q18 and FY18 PDF 03/19/2019
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