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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
First Look at F2Q20 Results PDF HP 05/01/2020
First Look: April PMI @ 41.5% vs. Consensus of 37.0% and 49.1% in March PDF 05/01/2020
First Look: FMBI 1Q20 Results PDF FMBI 05/01/2020
First Look: STAA Files 8K, FDA Update PDF STAA 05/01/2020
First Look: Surprisingly Close To In Line-ish Quarter And Good Fundamental ... PDF CURO 05/01/2020
Heavy Mix To Essential Retail Helping Keep April Vols Stable; Reit. OW PDF USX 05/01/2020
Increasing Price Target & Revising Estimates PDF TFX 05/01/2020
Increasing Price Target, Revising Estimates PDF ABMD 05/01/2020
LKQ Reports 1Q20; Execution Driving Margin Expansion; COVID-19 Slows NT Tre... PDF LKQ 05/01/2020
Mid-Day Research Summary PDF 05/01/2020
Model Update: Lowering Estimates After A Week of Earnings Commentary PDF ALGN 05/01/2020
Morning Research Summary PDF 05/01/2020
PPC Reports 1Q20; Revising Estimates; Reiterate EW(Vol.) Rating PDF PPC 05/01/2020
Preview Lunch Presentation - Conference Call Starting in 1 Hour PDF 05/01/2020
Sallie Mae Continues Aggressive Deposit Rate Cuts: Deposit Rate Tracker PDF 05/01/2020
Stephens Weekly Rail Update (Ended 4/25/20) PDF 05/01/2020
STL Now At the Proving Grounds – Credit Needs to Shine for Multiple R... PDF STL 05/01/2020
Stock Not Nearly Reflecting the Degree of Biz Transformation; Strong Buyers... PDF CLGX 05/01/2020
Studying Egg Supply & Demand - Setup For CALM Continues To Be Attractiv... PDF CALM 05/01/2020
Thoughts Post MGLN Update Call on the MCC Sale PDF MGLN 05/01/2020
U.S. Showing Early Signs of Improvement; Intl. Still Challenged; Staying OW... PDF MCD 05/01/2020
Updating Forecasts Following 1Q20 Review; Remain Equal-Weight PDF CFR 05/01/2020
Weekend Reading- Takeaways From Virtual GamesBeat Summit PDF 05/01/2020
Weekly Fuel Report (5/1/20) PDF 05/01/2020
WY 1Q20 First Look PDF WY 05/01/2020
WY 1Q20: Just the Outlook PDF WY 05/01/2020
1Q20 1st Look: Better NIM & Ag NPL Repayment/Recovery Drive Beat vs. Us... PDF HFWA 04/30/2020
1Q20 Adj. EPS Miss; Cutting Costs & Maintaining LT Focus During the Dow... PDF TRN 04/30/2020
1Q20 Earnings Initial Look: CXO + RRC; OAS Credit Facility Reduced PDF 04/30/2020
1Q20 Earnings Initial Look: MTDR + QEP PDF 04/30/2020
1Q20 EPS Wrap: Raising Ests and TP on Strong Start to 2020 PDF CI 04/30/2020
1Q20 First Look: A Few Items to Note Within a PPNR Beat; Some Credit Migrat... PDF COLB 04/30/2020
1Q20 Initial: Beat on Revs / EPS / MLR / Adjusted Scripts; 2020 Guide Affir... PDF CI 04/30/2020
1Q20 Initial: In Line 1Q; EPS Guide Intact but No Lift, Yet, to Revs Outloo... PDF MOH 04/30/2020
1Q20 Miss; Guidance on Profit Improvement Plan Reiterated; Remain OW PDF HUBG 04/30/2020
1Q20 Recap & Model Update: SNDR Positioned To Be A Post-COVID Winner; R... PDF SNDR 04/30/2020
1st Look at 1Q20: PPNR Miss From Heavy Op Ex.; Updated Credit Disclosures PDF STXB 04/30/2020
2Q20F EPS Review; Loan Mix Continues to Create Overhang; Dividend Cut PDF GWB 04/30/2020
Afternoon Research Summary PDF 04/30/2020
BLD & IBP Preview; Adjusting Estimates on Pricing Traction & Housin... PDF 04/30/2020
Covenant Leeway Buys World Acceptance a Little More Time PDF WRLD 04/30/2020
Downgrading SUM to EW on Fair Valuation Given Increased Demand Risk PDF SUM 04/30/2020
Excellent Credit Trends; Strong Balance Sheet; Maintain $22 PT PDF CBTX 04/30/2020
FICO 2Q Final: Big 2Q Price Bene Validates Price Assumptions = Higher Multi... PDF FICO 04/30/2020
First Look - REAL EPS Miss but Not Without Underlying Positives as NIM Expa... PDF ISBC 04/30/2020
First Look at 1Q20 Adj. EBITDA Miss; Better Than Feared Given YTD Sell-Off PDF FTAI 04/30/2020
First Look at 1Q20 Earnings; Impressive Beat Despite Some March Disruption PDF CLGX 04/30/2020
First Look at 1Q20 Results PDF WHD 04/30/2020
First Look At 1Q20 Results PDF USX 04/30/2020
First Look at Adj. EPS Miss; Reiterates Guide on Profit Improvement Plans PDF HUBG 04/30/2020
First Look at BLDR 1Q20 Solid Earnings, April Sales Down High-Single Digits... PDF BLDR 04/30/2020
First Look at MCD 1Q20 Earnings PDF MCD 04/30/2020
First Look: 1Q20 Results In Line With Pre-Announced Expectations PDF FWRD 04/30/2020
First Look: A Healthy 1Q Beat PDF TFX 04/30/2020
First Look: An In-Line Quarter: No Guidance For FY21 As Expected PDF ABMD 04/30/2020
First Look: BRKS 2Q20 Results PDF BRKS 04/30/2020
First Look: BY 1Q20 Results PDF BY 04/30/2020
First Look: Earnings Call Takeaways PDF WHD 04/30/2020
First Look: EQBK 1Q20 Results PDF EQBK 04/30/2020
First Look: GWB 2Q20F Results PDF GWB 04/30/2020
First Look: LKQ Reports 1Q20; Gross Margin Drives Beat; April Trends Improv... PDF LKQ 04/30/2020
First Look: Noisy Quarter But Underlying Strength Drives PPNR/REAL EPS Beat... PDF HBMD 04/30/2020
First Look: PPNR Beat In All Around Solid Quarter PDF CBNK 04/30/2020
First Look: PPNR Strong, Asset Quality Worsens PDF VLY 04/30/2020
First Look: REAL EPS Beat Driven By Accretion - BoeFly an Interesting PPP T... PDF CNOB 04/30/2020
First Look: Reports 1Q20 Adj. EPS Beat PDF SNDR 04/30/2020
First Look: TECH 3Q20 Results PDF TECH 04/30/2020
Good 1Q20 Results; Diversified Loan Mix/Strong Capital; Maintain EW PDF RRBI 04/30/2020
IP 1Q20 First Look PDF IP 04/30/2020
IP 1Q20: Just the Outlook PDF IP 04/30/2020
March '20 Texas Cement Shipments Up 3.3% YoY, Down (1.4%) YoY on Same-Day B... PDF 04/30/2020
Mid-Day Research Summary PDF 04/30/2020
Molina to Acquire Magellan Complete Care for $850 Million PDF 04/30/2020
Morning Research Summary PDF 04/30/2020
NCR 1Q Review/Call: C-19 Impact As Expected; April Sales Trends Same As Mar... PDF NCR 04/30/2020
P.M. Update: 1Q Tops Estimates by Wide Margin; F20 Guidance Withdrawn PDF FND 04/30/2020
Potash: Another Late and Low Settlement With China PDF 04/30/2020
Resuming Coverage on EAT With An OW Rating and $35 Target After F3Q20 Earni... PDF EAT 04/30/2020
Revising Price Target & Estimates As Outlook Remains Opaque Nearer Term... PDF ALGN 04/30/2020
SMP Reports 1Q20; Revising Estimates; Reiterate OW & PT PDF SMP 04/30/2020
Solid Fundamentals But Ongoing Investigation/10-K Disclosures Keep Us Sidel... PDF EGBN 04/30/2020
Stephens Inc. Real Estate Services Valuation Tables PDF 04/30/2020
Stephens Monthly Real Estate Update - April 2020 PDF 04/30/2020
Strong 1Q Print; Inventory Flush Pressures 2Q, Positions Co. for Recovery; ... PDF SAH 04/30/2020
Strong Capital and Profitability Provides a Welcomed Buffer; Maintain OW Ra... PDF BSVN 04/30/2020
Strong PPNR Profitability + Adequate Reserves = Well Positioned Bank PDF VBTX 04/30/2020
Surprising NIM Expansion; CECL Delayed; Maintain Equal-Weight Rating PDF ABTX 04/30/2020
TECH 3Q20 Wrap Up: Reit. OW-Vol., PT to $253 PDF TECH 04/30/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 4/30 PDF 04/30/2020
UBSI First Look: PPNR Miss Driven by Fees and Expenses PDF UBSI 04/30/2020
Up to the Task - Upgrading to OW - We've Seen this Ship Survive Storms Befo... PDF OCFC 04/30/2020
Updating Estimates Following 1Q20 Earnings PDF SM 04/30/2020
Updating Our Model Post 1Q20 Earnings PDF WHD 04/30/2020
V 1st Look: 2Q Beat; US/X-Border Bit Better Than MA (Partly B/c Later In Mo... PDF V 04/30/2020
V 2Q Call: Flat FY2H Costs; Truist Win; Repo Still, X-Border Ex T&E >... PDF V 04/30/2020
1Q20 1st Look: Across-The-Board PPNR Beat; ACL Covers Severely Adverse Scen... PDF UMBF 04/29/2020
1Q20 Adj. EPS Beat; Keeps Reinforcing Self-Help Cost Improvement Story Via ... PDF NSC 04/29/2020
1Q20 EPS Review: Op. PPNR Beat; CECL Deferred PDF QCRH 04/29/2020
1Q20 EPS Wrap: Core Growth Trends Remain Fully Intact; Raise Ests & TP PDF HUM 04/29/2020
1Q20 EPS Wrap: Taking Ests Up Slightly on Constructive IRF Update PDF EHC 04/29/2020
1Q20 Initial: Solid 1Q Print Across All Metrics; 2020 Adjusted EPS Maintain... PDF ANTM 04/29/2020
1Q20 Initial: Strong 1Q Revs / EPS Beat; Raises MA Growth; Maintains 2020 E... PDF HUM 04/29/2020
1Q20 Miss From COVID-19; A Long Road Ahead for Leverage & Return Improv... PDF R 04/29/2020
1Q20 Results and Loan/Credit Disclosures Support OW Rating PDF BUSE 04/29/2020
1Q20 Wrap: Balanced Business Mix Positions ANTM Well for Unclear Macro Outl... PDF ANTM 04/29/2020
1st Look 1Q20: Goodwill Write-Downs Drive Headline; Core PPNR Trends Stable... PDF CADE 04/29/2020
Afternoon Research Summary PDF 04/29/2020
Business Holding Up Well & Set To Benefit From Coming Market Consolidat... PDF WERN 04/29/2020
Capital and Reserve Build Likely in Near Term PDF CADE 04/29/2020
CSGP Final: Even W/"Long U" Recovery/Low Est, Own CSGP B/c Better After C-1... PDF CSGP 04/29/2020
DEFNOVA On Track: Reiterate OW on Funding And Portfolio Turnover Into 2H20 PDF ENVA 04/29/2020
Enough Capital for a Severe Scenario but Still Many Near-Term Variables PDF SC 04/29/2020
FCF to Remain Positive as Cost-Out Comes Into Sharper Focus; Reiterate EW PDF NOV 04/29/2020
FICO 1st Look: Scores Beat; B2B Scores/Software Higher Risk; Withdrew Guida... PDF FICO 04/29/2020
FICO 2Q Call: Some Recession Risk; Think Co Protects Profit; Price Helps Re... PDF FICO 04/29/2020
First Look at 1Q20 Adj. EPS Beat; 2020 Revenue & OR Guidance Withdrawn PDF NSC 04/29/2020
First Look at 1Q20 Adj. EPS Miss; Backlog Declines 15% Sequentially PDF TRN 04/29/2020
First Look at 1Q20 Adj. EPS Miss; Guidance Withdrawn & Capex Plan Lower... PDF R 04/29/2020
First Look at 1Q20 Results: Credit and Core Profitability Remain Stable PDF PB 04/29/2020
First Look at SUM 1Q20 Earnings; Beat & Withdraws Guide PDF SUM 04/29/2020
First Look- PPNR Miss as NIM Expansion Disappoints- EPS Bolstered by Tax It... PDF NYCB 04/29/2020
First Look: ADM Reports 1Q20 PDF ADM 04/29/2020
First Look: As Advertised PDF BSX 04/29/2020
First Look: BUSE 1Q20 Results PDF BUSE 04/29/2020
First Look: CY20 Guidance Withdrawn as 1Q Falls Below Consensus PDF ALGN 04/29/2020
First Look: Investment in Stash Moves TREE Closer to Consumer Assets PDF TREE 04/29/2020
First Look: Just Breethe, ABMD Acquires Late-Stage ECMO Developmental Offer... PDF ABMD 04/29/2020
First Look: March Pending Home Sales Provide a Flavor of What's Ahead PDF 04/29/2020
First Look: PPC Reports 1Q20 PDF PPC 04/29/2020
First Look: Reports 1Q Beat Driven By Strong Expense Leverage PDF SAIA 04/29/2020
First Look: RES Provides 1Q20 Highlights; Delays Earnings Release/Conf. Cal... PDF RES 04/29/2020
First Look: SMP Reports 1Q20 PDF SMP 04/29/2020
Increasing Price Target & Estimates as CGM Represents Durable Opportuni... PDF DXCM 04/29/2020
Increasing Price Target to $45; Long-Term Thesis Remains Very Much On-Track... PDF BSX 04/29/2020
Limited April Commentary Lets Market Assume The Worst PDF CHRW 04/29/2020
MA 1Q 1st Look: US April Vols Better; Cross-Border Vols Still Down; Ecom St... PDF MA 04/29/2020
MA 1Q Call: Cross Border Better Than Feared; See Strong Post-Virus Position... PDF MA 04/29/2020
Mid-Day Research Summary PDF 04/29/2020
Mix Shift To B2C Accelerating, But That's Not Good For Profitability; Reit ... PDF UPS 04/29/2020
Morning Research Summary PDF 04/29/2020
Morning Update: 1Q Tops Ests. Despite COVID-19 Disruption in March PDF SAH 04/29/2020
NAVI: CEO Virtual NDR And Group Call On May 6: Please Register PDF 04/29/2020
NEO 1Q20 Wrap: Reiterate OW-Vol./$33 PT PDF NEO 04/29/2020
RCII: CEO And CFO Virtual NDR And Group Call On May 13: Please Register PDF 04/29/2020
Refreshing Our Merger Model Post-1Q20 Earnings PDF CHX 04/29/2020
Reports Good 1Q...April Trends Better Than Feared PDF SAIA 04/29/2020
Some Quick Math on COVID-19 Vaccine Opportunity PDF CTLT 04/29/2020
Uncertainty Around the Shape of the U.S. Recovery Keeps Us on the Sidelines... PDF SBUX 04/29/2020
Upgrade to OW: Solid Deposit Franchise and Credit Profile Trading at Discou... PDF AMNB 04/29/2020
With Capital/Credit In Focus, PB Shines Bright; Increasing PT $66 PDF PB 04/29/2020
1Q Glance - PPNR Miss – Negatives in Plain Sight While Positives in t... PDF STL 04/28/2020
1Q20 1st Look: NIM & Mortgage Drive PPNR Beat, Expenses Elevated PDF BANR 04/28/2020
1Q20 1st Look: Solid NIM Performance and Expenses Drive PPNR Beat PDF CBSH 04/28/2020
1Q20 Adjusted EPS Beat; Withdraws 2020 Guidance and 3-Year Targets; Remain ... PDF CNI 04/28/2020
1Q20 EPS Wrap: Vols Down Sharply in March/April But UHS Optimistic on Recov... PDF UHS 04/28/2020
1Q20 First Look: Takes a Big Bath and Builds ACL Ratio to 2.2% PDF HWC 04/28/2020
1Q20 Initial: Headline Metrics Largely In Line w/ Expects; Details on Segme... PDF EHC 04/28/2020
1Q20 Initial: Revs Beat / EPS Miss; 2020 Revs Raised Sharply / EPS Maintain... PDF CNC 04/28/2020
1st Look at 1Q20 Results: Good PPNR Trend; Pending Acquisition Closing on T... PDF BFST 04/28/2020
1st Look at 1Q20: Elevated Op Ex. Drive “REAL” EPS Miss; ACL Ra... PDF RNST 04/28/2020
1st Look at 1Q20: Good PPNR; ACL Ratio Jumps to 1.73%; Add’l Loan Dis... PDF VBTX 04/28/2020
Afternoon Research Summary PDF 04/28/2020
CECL Implementation Delayed; Updating Our Forecast for Reserve Build; Remai... PDF FFIN 04/28/2020
Cloud Communications - First Quarter Preview Call | Friday | 12:00 pm ET/11... PDF 04/28/2020
CSGP 1Q 1st Look: 1Q Beat; 2Q Guide Beat Denotes Business Quality/Visibilit... PDF CSGP 04/28/2020
CSGP 1Q20 Call: Apts.com Resilient; Marktplace Ad Spend Not As Bad As Feare... PDF CSGP 04/28/2020
Despite 1Q20 MLR Pressure, CNC Remains a Name to Own in Current Environment... PDF CNC 04/28/2020
DORM Reports 1Q20; 1Q Revenue Beats, But Margin Pressures Keep Us EW PDF DORM 04/28/2020
First Look at 1Q20 Results PDF CHX 04/28/2020
First Look at 1Q20 Results PDF NOV 04/28/2020
First Look at SBUX F2Q20 Earnings PDF SBUX 04/28/2020
First Look: 1Q PPNR Beat Driven by Better Expenses PDF AUB 04/28/2020
First Look: Earnings Call Postponed Due To Technical Issue PDF SC 04/28/2020
First Look: Favorable Relative Operating Momentum As 1Q Exceeds Consensus PDF DXCM 04/28/2020
First Look: Inline Reserves, Better Credit And 1Q20 Earnings, Excellent Fun... PDF OMF 04/28/2020
First Look: Losses And Credit Reserves Not As High, NIM Miss Offset By Expe... PDF SC 04/28/2020
First Look: NEO 1Q20 Results PDF NEO 04/28/2020
First Look: Reports 1Q20 Adj. EPS Beat, Updates FY Outlook PDF WERN 04/28/2020
First Look: Reports 1Q20 Miss, Does Not Provide April MTD Comments PDF CHRW 04/28/2020
First Look: Reports 1Q20 Miss, Withdraws FY20 Guide & Suspends Buybacks... PDF UPS 04/28/2020
First Look: Solid 1Q Results Driven by Expense Reductions PDF WSFS 04/28/2020
First Look: TBK Lands Top 10 Broker on Payments Platform PDF TBK 04/28/2020
First Look: TCF 1Q20 Results PDF TCF 04/28/2020
Limited Details on Pending MOE; Merger Arb Spread Expands PDF IBTX 04/28/2020
Mid-Day Research Summary PDF 04/28/2020
Morning Research Summary PDF 04/28/2020
Op. “REAL” EPS In-Line in 1Q20; CECL/COVID-19 Results in Elevat... PDF HTLF 04/28/2020
PKG 1Q20: Just the Outlook PDF PKG 04/28/2020
Positive Reaction to 1Q20 Results; Core Conversion Still in 3Q20 PDF TCF 04/28/2020
Reiterate Top Pick During Recession: Ironclad Balance Sheet And Recovery Up... PDF OMF 04/28/2020
Solid PPNR Trends w/ Add'l NII Levers Pulled; Remaining EW on Valuation PDF GBCI 04/28/2020
Takeaways From U.S. Construction Expert Call with Ken Simonson (AGC) PDF 04/28/2020
TUNE IN; Electrical Equipment/Multi-Industry Upcoming Expert Calls to Consi... PDF 04/28/2020
Updating Estimates Following F2Q20 Results PDF WAFD 04/28/2020
Weekly Commodity Monitor (4/28/20) PDF 04/28/2020
Westlake CFO Expert Call Now May 1st, 12pm ET: Auto Lending April Trends Up... PDF 04/28/2020
WSBC First Look: Lower Fee Income Drives PPNR Miss PDF WSBC 04/28/2020
1Q20 Earnings Preview Addendum: RRC and KRP Updates PDF 04/27/2020
1Q20 Review: PPNR Upside as “REAL” EPS Misses; CECL Delayed PDF LKFN 04/27/2020
1st Look at 1Q20: CECL Delayed; Pending MOE Reaffirmed PDF IBTX 04/27/2020
Afternoon Research Summary PDF 04/27/2020
Amedisys to Acquire AseraCare Hospice for $235 Million PDF AMED 04/27/2020
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