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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
3Q'18 Retailer Reports Show Modest Increase In Inventory Levels PDF 11/28/2018
Afternoon Research Summary PDF 11/28/2018
First Look: DXCM Prices Offering of Notes PDF DXCM 11/28/2018
First Look: Entering San Antonio MSA with Acquisition of First Beeville PDF STXB 11/28/2018
First Look: KAR Announces Acquisition of CarsOnTheWeb PDF KAR 11/28/2018
It's Time to Bee in the Spirit; Accretive M&A Drives Higher EPS For... PDF STXB 11/28/2018
JKHY Model Update Post FY1Q19 Results And 606 Restatement PDF JKHY 11/28/2018
Mid-Day Research Summary PDF 11/28/2018
Morning Research Summary PDF 11/28/2018
Reports +58% Increase In Direct Retail Sales Over 5-Day Holiday Period PDF W 11/28/2018
ADS Epsilon Strategic Review; Limited Implications For RAMP PDF RAMP 11/27/2018
Afternoon Research Summary PDF 11/27/2018
Agriculture Disrupted: Was Bayer/Monsanto the Peak? PDF 11/27/2018
Conference Call: Outlook for the US Coal Markets Featuring Doyle Trading Co... PDF 11/27/2018
Disappointing Strategic Review Conclusion; Updating Sum of Parts to $227 PDF ADS 11/27/2018
Expert Conference Call with Kermit Baker, Chief Economist of the AIA PDF 11/27/2018
Kermit Baker Conference Call: Updated Time - 2PM ET/ 1PM CT; 12/5/2018 PDF 11/27/2018
Mid-Day Research Summary PDF 11/27/2018
Morning Research Summary PDF 11/27/2018
Stephens Inc. Real Estate Services Valuation Tables PDF 11/27/2018
A Negative Article on the Medical Device Approval Process PDF 11/26/2018
Afternoon Research Summary PDF 11/26/2018
Building Materials Valuation Table PDF 11/26/2018
CPRT Reports 1Q19; Revising Estimates & PT; Maintain EW Rating PDF CPRT 11/26/2018
First Look: LKQ Amends Credit Facility, Paving Way for Working Cap. Improve... PDF LKQ 11/26/2018
Grand Rounds: Medical Device & Hospital Supply PDF 11/26/2018
Mid-Day Research Summary PDF 11/26/2018
Morning Research Summary PDF 11/26/2018
October Credit Trends Point To 4% Higher EPS Than Our Forecast PDF OMF 11/26/2018
QTWO 3Q Model/Tgt Update: Like it Better on Q2 Open Opp; Waiting for Cataly... PDF QTWO 11/26/2018
Restaurants—Weekly Update PDF 11/26/2018
Stephens Healthcare Services Weekly PDF 11/26/2018
Stephens Weekly Rail Update (Ended 11/17/18) PDF 11/26/2018
Store Tour Field Trip: Consumer Lenders OMF, RM, FCFS, AAN @ Washington DC ... PDF 11/26/2018
Venmo Fraud/Monetization Article; iZettle UK Competition Review; Remain OW ... PDF PYPL 11/26/2018
World Pulp Statistics - October 2018 PDF 11/26/2018
Mid-Day Research Summary PDF 11/23/2018
Retail/Broadlines - Weekly Fuel Report PDF 11/23/2018
A Favorable Collaboration Gets Better PDF DXCM 11/21/2018
Afternoon Research Summary PDF 11/21/2018
Earnings Recap; Adjusting Estimates and Price Target Moves to $40 PDF BECN 11/21/2018
First Look: October Existing Home Sales; At Last...a Beat PDF 11/21/2018
Mid-Day Research Summary PDF 11/21/2018
Morning Research Summary PDF 11/21/2018
Oilfield Services Valuation Table PDF 11/21/2018
2Q Preview; Looking for Another Quarter of Stabilization Before 2H Accelera... PDF CASY 11/20/2018
ACIW 3Q Model Update: 3Q's 9% Growth/400bps Margin Expansion='19/�... PDF ACIW 11/20/2018
Afternoon Research Summary PDF 11/20/2018
Balanced and Visible Path to Higher Returns Unique Today PDF CFG 11/20/2018
First Look at Disappointing BECN F4Q18 Earnings Results and FY19 Guide PDF BECN 11/20/2018
First Look at DY F3Q19 Earnings Results PDF DY 11/20/2018
First Look: BSX To Acquire BTG plc. PDF BSX 11/20/2018
First Look: CPRT Reports 1Q19 PDF CPRT 11/20/2018
Investor Day Recap; DNB Deal Surprising But Core Biz Success Not PDF BKI 11/20/2018
Mid-Day Research Summary PDF 11/20/2018
Morning Research Summary PDF 11/20/2018
Not Talking Turkey: Reiterate O Investment Rating PDF BSX 11/20/2018
Oct. 2018 HC Employment Report, Nurse Openings Tracker, and 3Q Labor Commen... PDF 11/20/2018
Strong Fundamental Outlook; Increasing EPS Forecast; Maintain OW Rating PDF OBNK 11/20/2018
WTI-Crude Pressure Puts Spotlight on Select Banks with Energy Exposure PDF 11/20/2018
Adjusting Estimates; Price Target to $13 PDF FBM 11/19/2018
Afternoon Research Summary PDF 11/19/2018
Bank Credit Review and Share Repurchase Update in the Southwest Region PDF 11/19/2018
CEO Transition PDF CMP 11/19/2018
First Look: BKI Announces Large Investment in DNB; Initial Thoughts PDF BKI 11/19/2018
First Look: Class 8 Order Cancellations Are Picking Up PDF 11/19/2018
Grand Rounds: Medical Device & Hospital Supply PDF 11/19/2018
Increasing Price Target PDF BSX 11/19/2018
Mid-Day Research Summary PDF 11/19/2018
Restaurants—Weekly Update PDF 11/19/2018
Stephens Healthcare Services Weekly PDF 11/19/2018
Stephens Quarterly Restaurant Review—3Q18 PDF 11/19/2018
TX Bank Trip Jan 29-31: BOKF, FFIN, HTH, IBTX, LTXB, OBNK, PB, SFNC, TCBI, ... PDF 11/19/2018
Where Do We Go Now? Sweet Cycle o' Mine? PDF 11/19/2018
ACIW Analyst Day: Good BASE24 Progress; Consistently Better AOD = Next Cata... PDF ACIW 11/16/2018
Afternoon Research Summary PDF 11/16/2018
Announces Accelerated Share Repurchase Program & Updates 2019 EPS Guida... PDF TRN 11/16/2018
BECN F4Q18 Preview - Revising Estimates and Price Target; Remain OW PDF BECN 11/16/2018
Comanche Deal Closed; Funding Profile Will Improve; Updating Estimates PDF STXB 11/16/2018
Continuing To Impress and More Room To Run PDF CRMT 11/16/2018
CPRT 1Q19 Preview; Transition of Coverage; Reiterate EW Rating PDF CPRT 11/16/2018
First Look At F4Q18 Results PDF HP 11/16/2018
First Look: Beat Across All Metrics, Stock Likely Higher On Earnings PDF CRMT 11/16/2018
First Look: EXPI Exceeds 15,000 Agents QTD; Ahead of Schedule PDF EXPI 11/16/2018
Healthcare Services: 3Q18 Earnings & Conference Takeaways PDF 11/16/2018
IPI model update PDF IPI 11/16/2018
Mid-Day Research Summary PDF 11/16/2018
Morning Research Summary PDF 11/16/2018
One Year Later PDF CBTX 11/16/2018
Paperboard - October 2018 PDF 11/16/2018
Printing & Writing - October 18 PDF 11/16/2018
Retail/Broadlines - Weekly Fuel Report PDF 11/16/2018
SLM Back At Top, But Other Banks Raise To Closely Follow: Deposit Rate Trac... PDF 11/16/2018
Stephens HC REIT Monthly Report: October 2018 PDF 11/16/2018
Updated AVNS Model Post 3Q Review PDF AVNS 11/16/2018
Updating For 3Q18 Beat: Continued Strong Recovery In SSS and Profit Margins... PDF RCII 11/16/2018
Updating Forecast for Reliance Acquisition; Increasing PT to $32 PDF SFNC 11/16/2018
Upgrade Program Hitting On All Cylinders, Reiterate OW PDF HP 11/16/2018
WMT Reports 3Q19; Revising Estimates; Reiterate OW Rating & PT PDF WMT 11/16/2018
’18 Investor Day: Reinforcing the Old & Highlighting the New PDF TFC 11/15/2018
Adjusting Estimates and Price Target Moves to $54 PDF BLD 11/15/2018
Adjusting Estimates and Price Target Moves to $61 PDF DOOR 11/15/2018
Afternoon Research Summary PDF 11/15/2018
Conference Takeaways: CSGP, EFX, EPAY, FIS, JKHY, RAMP PDF 11/15/2018
Containerboard & Boxes - October 18 PDF 11/15/2018
Continued Trends in Double-Digit Loan Growth, Modestly Higher Losses In Oct... PDF AXP 11/15/2018
FBK Announces Long-Awaited ACBI Branch Deal; Maintain EW PDF FBK 11/15/2018
First Look: WMT Reports 3Q19 PDF WMT 11/15/2018
Higher Loss And Delinquency Rates In October, Driven by Mix PDF SC 11/15/2018
Mid-Day Research Summary PDF 11/15/2018
Modest Tickup in Losses in October; Loan Growth Trend Unchanged PDF DFS 11/15/2018
Morning Research Summary PDF 11/15/2018
Mosaic Wants to Keep Plant City Down PDF MOS 11/15/2018
NCO Rates Improve Though Alongside Double-Digit Growth: October Data PDF SYF 11/15/2018
October Loans Surprisingly Shrink Y/Y; Credit In Line With Guidance PDF ADS 11/15/2018
Partnership With Vehicle Subscription Company, Fair PDF AN 11/15/2018
Restaurants—Commodity Review: October 2018 PDF 11/15/2018
Stephens Weekly Rail Update (Ended 11/10/18) PDF 11/15/2018
TL Broker Survey: Strong '18 Peak Expected, '19 Outlook Mixed; Thou... PDF 11/15/2018
Updating Thoughts / Estimates Following ACBI's Branch Purchase PDF FBK 11/15/2018
2018 Stephens Conference Takeaways: Real Estate Services PDF 11/14/2018
3Q18 Earnings Season Recap: Rails & Transportation Equipment Suppliers PDF 11/14/2018
AAP Reports 3Q18; Revising Estimates & PT; Maintain EW Rating PDF AAP 11/14/2018
Afternoon Research Summary PDF 11/14/2018
BXS Announces Two Small Tuck-In Acquisitions; Adjusting Our EPS Forecast PDF BXS 11/14/2018
Conference Takeaways: Olé! Latin America Expansion To Drive More FCF PDF FCFS 11/14/2018
Conference Takeaways: Reiterating 2018 Guide and Positive On 2019 Outlook PDF AAN 11/14/2018
Conference Takeaways: Scale Matters: The Right Balance Of Growth And Earnin... PDF ENVA 11/14/2018
Conference Takeaways: Steady To Scale PDF CRMT 11/14/2018
Conference Takes: A Step Forward In Transparency, 5.1x P/E Provides Protect... PDF CURO 11/14/2018
Hand-In-Glove Healthcare Bolt-On & $500 mil. Buyback; Maintain OW PDF SIVB 11/14/2018
Housing Concerns? Nah, 2018 Likely the Fastest Growth Year in Co. History PDF EXPI 11/14/2018
Mid-Day Research Summary PDF 11/14/2018
Morning Research Summary PDF 11/14/2018
PNFP Announces $100 Mil. Buyback Authorization; Maintain OW PDF PNFP 11/14/2018
Stephens Quarterly Railcar Update - 3Q18 PDF 11/14/2018
Takeaways From M&A Conference Call and Updated Model; Reiterate OW PDF PUMP 11/14/2018
The Short-Term Matters: Stephens Conference Takeaways PDF 11/14/2018
Updating Estimates From CA Wildfires Impact and 3Q Results; Maintain OW Rat... PDF TCBK 11/14/2018
Updating Model Post-3Q18 & Fall Conference; Reiterate OW, Raising Targe... PDF DXPE 11/14/2018
Adjusting Estimates and Price Target Goes to $38; Remain Equal-Weight PDF IBP 11/13/2018
Afternoon Research Summary PDF 11/13/2018
Announces Acquisition of Up to 3.1K Railcars From ECN Capital PDF GATX 11/13/2018
Bar Finally Reset for Likely Beat / Raise. Adjusting Estimates and Price Ta... PDF SUM 11/13/2018
Conference Takeaways: Lots Of Debate, Focused On 15% ROE Across All Product... PDF SLM 11/13/2018
EXPGY 1H 1st Look/Conf Call: In Line Rev/Small EPS Miss; DTC Accel; Guide R... PDF EXPGY 11/13/2018
First Look at 3Q18 Results; Mixed on the Surface; But Better Below PDF EXPI 11/13/2018
First Look: AAP Reports 3Q18; Transition of Coverage PDF AAP 11/13/2018
First Look: Adds Scale in St. Louis Acquisition of Reliance Bancshares PDF SFNC 11/13/2018
In-Line 2018E Should Trade At Premium To Competition; Reiterate OW PDF ECN-CA 11/13/2018
Mid-Day Research Summary PDF 11/13/2018
Morning Research Summary PDF 11/13/2018
PUMP Acquires Frac Assets From PXD, Enters Into Long-Term Supply Agreement PDF PUMP 11/13/2018
Stephens LTL Yield Index 3Q'18 Update PDF 11/13/2018
Stephens Monthly Rail Update – November 2018 PDF 11/13/2018
$247 Target Price After Sum Of Parts Analysis; What Does ValueAct Sale Impl... PDF ADS 11/12/2018
2018 Stephens Investment Conference Takeaways PDF 11/12/2018
A Number Of Rate Rises To Get To/Near Street-Highs: Deposit Rate Tracker PDF 11/12/2018
Adjusting Estimates and Price Target Moves to $204 PDF MLM 11/12/2018
Afternoon Research Summary PDF 11/12/2018
First Look: October Monthly Title Orders; In Line With No Downtick in Late ... PDF FAF 11/12/2018
First Look: Very Promising Results, Gets The TAM Rising PDF ABMD 11/12/2018
Grand Rounds: Medical Device & Hospital Supply PDF 11/12/2018
Mid-Day Research Summary PDF 11/12/2018
Morning Research Summary PDF 11/12/2018
Notes and a Few Interesting Slides From ’18 BAAB PDF 11/12/2018
Stephens Healthcare Services Weekly PDF 11/12/2018
Stephens TL Rate Index 3Q'18 Update PDF 11/12/2018
The Data Was Good, The Opportunity IS Expanding, Stay With The Story PDF ABMD 11/12/2018
2018 Conference Takeaways & A Closer Look at Margin/Free Cash Outlook; ... PDF LKQ 11/09/2018
2018 Stephens Conference Takeaways: Rails & Transportation Equipment Su... PDF 11/09/2018
30% Dividend Raise Plus An Inline Core Result; Reiterate Overweight PDF AL 11/09/2018
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