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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
Big 1Q Upside; Improving Sales Trend; A Beneficiary of Retail Shakeout; OW PDF OLLI 05/29/2020
Bus Svc Reader: Pmt Vol Tracker Update; ACIW, TEMN, EPAY, Tencent, Marqeta ... PDF 05/29/2020
First Look: APY Shareholders Approve Merger with ChampionX PDF CHX 05/29/2020
First Look: OraSure Announces Acquisition of UrSure PDF OSUR 05/29/2020
Mid-Day Research Summary PDF 05/29/2020
Morning Research Summary PDF 05/29/2020
OBNK Conference Call Recap; Maintain Overweight Rating / $29 PT PDF OBNK 05/29/2020
Proposed Exchange Offering Addresses Balance Sheet Concerns PDF PRTY 05/29/2020
SAFM Reports 2Q20; Revising Estimates; Reiterate PT & EW Rating PDF SAFM 05/29/2020
Slack and The Bifurcation of Enterprise Communication PDF WORK 05/29/2020
Stephens Monthly Real Estate Update - May 2020 PDF 05/29/2020
Stephens Weekly Rail Update (Ended 5/23/20) PDF 05/29/2020
Two Themes Post-Conferences: Sales Returning For Some; Credit Costs Still H... PDF 05/29/2020
Weekly Fuel Report (5/29/20) PDF 05/29/2020
ACIW 1Q Model Update: EW B/c Ltd Takeout Opp, License Risk PDF ACIW 05/28/2020
Afternoon Research Summary PDF 05/28/2020
AM Update: Results Show Little COVID-19 Disruption; Ag Segment Outperforms PDF TITN 05/28/2020
Back in The Saddle; Hold on Tight! Re-establishing Forecasts EW Rating PDF TCBI 05/28/2020
Big F4Q Miss; Store Closings, Cost Cuts Underway; Sales Trend Improves PDF MNRO 05/28/2020
Downturns Are No Fun, But They Do Bring Opportunity for Tech Leaders –... PDF BOOM 05/28/2020
First Look: April Pending Home Sales -34% YOY; Consensus Was in No Man's La... PDF 05/28/2020
First Look: SAFM Reports 2Q20 PDF SAFM 05/28/2020
Fiscal 1Q21 Recap: Recent Trends Have Been Mixed; Flexing Costs for Downtur... PDF DSGX 05/28/2020
IN Awards Managed Medicaid ABD Contracts to ANTM, CNC & UNH; KY May Com... PDF 05/28/2020
Investor Day Emphasizes New Product Pipeline & RCTs To Drive Utilizatio... PDF ABMD 05/28/2020
LKQ Virtual NDR Takeaways PDF LKQ 05/28/2020
Mid-Day Research Summary PDF 05/28/2020
Morning Research Summary PDF 05/28/2020
Morning Update: F4Q EPS Misses By Wide Margin PDF MNRO 05/28/2020
NDR Takes: New Growth Strategy Aims to "Re-imagine" Behavioral Care Managem... PDF MGLN 05/28/2020
Something For Bulls And Bears To Like: OK Quarter, Estimates Staying In Ran... PDF CACC 05/28/2020
Stephens Inc. Real Estate Services Valuation Tables PDF 05/28/2020
Strong 1Q21 Beat; COVID-19 Headwinds to Weigh on 2Q Results; Remain EW PDF TITN 05/28/2020
Updated PPP Data; Expanded Details Into Industries Sensitive to COVID-19 PDF BY 05/28/2020
Updating Estimates: ESTE, HES, PXD and TALO; UNT Files Chapter 11 PDF 05/28/2020
World Pulp Statistics - March 2020 PDF 05/28/2020
10-Q Tidbits and Other Follow Up Thoughts PDF 05/27/2020
AZO Reports 3Q20 Beat; Momentum Continues While Managing Margins; Reit. OW PDF AZO 05/27/2020
First Look at F1Q21: Top-Line Miss, But Better Margins Drive Adj. EBITDA Be... PDF DSGX 05/27/2020
First Look: Papa John's Provides Strong QTD Business Update PDF PZZA 05/27/2020
Increasing Our Forecasts Following MOE Termination; Increasing PT to $46 PDF IBTX 05/27/2020
Industry Leader Sitting in a Compelling Buying Window; FGL is Free Optional... PDF FNF 05/27/2020
Mid-Day Research Summary PDF 05/27/2020
Model Adjustments For Recent Debt Raise; April Inline But Tough To Forecast... PDF OMF 05/27/2020
Morning Research Summary PDF 05/27/2020
NCR Model Update: Think ATM Trend Not As Bad As Feared; Still EW On Hospita... PDF NCR 05/27/2020
QTWO Model Update: Tougher Near Term/Better Long Term; EW B/c Bookings TBD PDF QTWO 05/27/2020
Takeaways From Our Fireside Chat With the SRI Management Team PDF SRI 05/27/2020
TSCO's Initiatives Driving Sustainable Share; Raising Est's and Price Targe... PDF TSCO 05/27/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 5/27 PDF 05/27/2020
Updating Numbers; Maintain OW/V and $10 PT PDF MGNI 05/27/2020
Afternoon Research Summary PDF 05/26/2020
April '20 Contract Awards: LTM Highway Awards Up 1.9% YoY PDF 05/26/2020
First Look: Apax Partners Leads $550 Mil. Investment in KAR PDF KAR 05/26/2020
First Look: AZO Reports 3Q20 Beat PDF AZO 05/26/2020
First Look: Domino's Provides Positive QTD Business Update PDF DPZ 05/26/2020
First Look: TCBI/IBTX MOE Terminated PDF IBTX 05/26/2020
First Look: TSCO Pre-Announces 2Q Ahead of Expectations; Momentum Is Buildi... PDF TSCO 05/26/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 05/26/2020
HHS Disburses ~$4.9 Bil. in CARES Relief to SNFs; We Estimate ENSG Gets ~$6... PDF ENSG 05/26/2020
Increasing PT: Strategic Portfolio Position + Myopia Control = Secular Gro... PDF COO 05/26/2020
Mid-Day Research Summary PDF 05/26/2020
Morning Research Summary PDF 05/26/2020
NEO Enters Into Strategic Collaboration With Liquid Biopsy Company Inivata PDF NEO 05/26/2020
Paper Prices Little Changed PDF 05/26/2020
Reduced 2021/2022 Capex In line With Our Views; Likely More Reductions To C... PDF AER 05/26/2020
Restaurant Weekly: 5/26 PDF 05/26/2020
Resuming Coverage on CHUY OW With $20 Tgt. PDF CHUY 05/26/2020
Stephens TL Rate Index 1Q20 Update PDF 05/26/2020
Weekly Commodity Monitor (5/27/20) PDF 05/26/2020
Weekly Reader: CTLT, CYRX, OSUR, TECH PDF 05/26/2020
Afternoon Research Summary PDF 05/22/2020
AZO 3Q20 Preview: Improving DIY and Mobile Data Suggests Resilience; Reit O... PDF AZO 05/22/2020
Best Buy Plans For Progressive Online By July 2020; Positive Across Partner... PDF AAN 05/22/2020
CDs Lower Than Savings Rates; New Lows Set For CDs: Deposit Rate Tracker PDF 05/22/2020
CEO/CFO NDR Takeaways: Reiterate Top Pick: 20% ROE Even In Recessionary Tim... PDF OMF 05/22/2020
CFO NDR Takeaways: Signs Of Stability, Path To Growth But Timing Is Uncerta... PDF ENVA 05/22/2020
CPRT Reports 3Q20; NT Numbers Move Higher, But All-Time High Val. Keeps Us ... PDF CPRT 05/22/2020
Downgrading ROKU – OW/V to EW/V; Updating Model; PT From $155 to $105... PDF ROKU 05/22/2020
Electrical Equipment/Multi Industry Coverage Update PDF 05/22/2020
First Look: Sales Better Than Expected; Upgrade Thesis Intact PDF CRMT 05/22/2020
Highlights From Conference Call With Payment Facilitator Company BlueSnap PDF 05/22/2020
Highlights From Our Recent NDR With Murphy USA PDF MUSA 05/22/2020
Hospital Industry EBITDA Margins Slumped to -19% in April From +6.5% in Feb... PDF 05/22/2020
HRL Reports 2Q20; Revising Estimates & PT; Reiterate Rating PDF HRL 05/22/2020
MA 2021 Final Policy Reg; STARS Cut Point Removed in 2024; Non-Event for St... PDF 05/22/2020
Mid-Day Research Summary PDF 05/22/2020
Morning Research Summary PDF 05/22/2020
Printing & Writing - April 2020 PDF 05/22/2020
RAMP 1st Look: Solid F4Q20 Solid Rev, Margins & Repo; Maintain OW/V and... PDF RAMP 05/22/2020
Structural Changes Underway Moving CVTI In Right Direction; Upgrading To OW... PDF CVLG 05/22/2020
Taking Our F2021E EPS Up 24% Following A Strong F4Q20 And Positive Outlook PDF CRMT 05/22/2020
Weekly Fuel Report (5/22/20) PDF 05/22/2020
Westlake CFO Expert Call On May Auto Lending Trends: June 1 @ 1pm ET PDF 05/22/2020
ACHP Survey: Consumer Confidence Still Quite Shaky for In-Person HC Service... PDF 05/21/2020
Afternoon Research Summary PDF 05/21/2020
Brokerage Trends Increasingly Positive Secularly & Cyclically; U/G ECHO... PDF 05/21/2020
F4Q Miss on COVID Disruption; Sales Trends Improve as April-May Unfolds; OW... PDF BOOT 05/21/2020
First Look: April Existing Homes Drop Sharply But Not As Bad as Expected PDF 05/21/2020
First Look: HRL Reports 2Q20 PDF HRL 05/21/2020
First Look: SBUX Provides Business Update PDF SBUX 05/21/2020
Mid-Day Research Summary PDF 05/21/2020
Morning Research Summary PDF 05/21/2020
Regulators Issue Small-Dollar Lending Guidance; Positive For Bank Partnersh... PDF 05/21/2020
Stephens Weekly Rail Update (Ended 5/16/20) PDF 05/21/2020
The Underappreciated Value If JBHT Is a Winner in the Digital Broker Race PDF JBHT 05/21/2020
Updated Thoughts Following Recent Virtual Meetings With UMBF PDF UMBF 05/21/2020
Updating Estimates Following 1Q20 Earnings: MUR, NBL and PDCE PDF 05/21/2020
Used Car Prices, Auto Lenders At Risk With Hertz Liquidation PDF 05/21/2020
AAP Reports 1Q20; Improving DIY Demand QTD Supporting Trends; Remain EW PDF AAP 05/20/2020
April < 30 ABI Weakest Ever; Rock Bottom? If Not, U &/or W Recovery ... PDF 05/20/2020
CFO NDR Takeaways: Long Endurance For Defense, And Long-Term Growth Unchang... PDF AL 05/20/2020
Exchange Enrollments Already Picking Up Post-Crisis: +ve for MOH, CNC &... PDF 05/20/2020
EXP F4Q20 Earnings Recap; Adjusting Estimates; Reiterate OW, Target to $80 PDF EXP 05/20/2020
EXPGY Initial/Call: Better Trends Thru April; NA Consumer Rev OK; UK Tough PDF EXPGY 05/20/2020
Fireside Chat with ODFL's CEO & CFO | June 4th PDF 05/20/2020
First Look: CPRT Reports 3Q20 Results PDF CPRT 05/20/2020
First Look: Halliburton Cuts Dividend by 75%; Remain EW PDF HAL 05/20/2020
First Look: NOV Announces Suspension of Quarterly Dividend PDF NOV 05/20/2020
Mid-Day Research Summary PDF 05/20/2020
Morning Research Summary PDF 05/20/2020
Murphy Provides Update On Business Trends & Momentum Is Building PDF MUSA 05/20/2020
Post-Acute Mid-May Update: HH & PC Vols Recovering, Hospice Still Going... PDF 05/20/2020
PPP Highlights for Southwest, Southeast, and Western Banks PDF 05/20/2020
SW Banks: Loan Deferments Uptick but at Slowing Pace PDF 05/20/2020
Takeaways From Recent Meetings With Management PDF STL 05/20/2020
WMT Reports 1Q21; Revising Estimates & PT; Reiterate OW Rating PDF WMT 05/20/2020
250 Weekend Casual Checks: TXRH Not Slowing; EAT Still Chugging PDF 05/19/2020
A Growth Concept, But CA Footprint and Late-Night Mix = Slower Recovery; Re... PDF BJRI 05/19/2020
Adjusting Model to Reflect the Completed Divestiture of Its ASC Business PDF GATX 05/19/2020
Afternoon Research Summary PDF 05/19/2020
Fireside Chat With CHRW's CEO | May 29 PDF 05/19/2020
First Look at Solid F4Q20 EXP Results: Beat Across the Board PDF EXP 05/19/2020
First Look: A Highly Compelling Case For Protected PCI PDF ABMD 05/19/2020
First Look: AAP Reports 1Q20 Miss, But QTD Appears Better Than Expected PDF AAP 05/19/2020
First Look: WMT Reports 1Q21 PDF WMT 05/19/2020
Golf Industry 5/19 Update: Openings Continue, App Data Shows Demand Is Ther... PDF 05/19/2020
Mid-Day Research Summary PDF 05/19/2020
Morning Research Summary PDF 05/19/2020
New KFF Survey Shows States' Updated Views on Medicaid Trends Post C-19 PDF 05/19/2020
SAH Provides April/Mid-May Sales Update; Upside in New SSS and at EchoPark;... PDF SAH 05/19/2020
Takeaways From Our Call With The TCA On Mid-Size TL Carrier Profitability PDF 05/19/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 5/19 PDF 05/19/2020
Weekly Commodity Monitor (5/19/20) PDF 05/19/2020
1Q20 Earnings Season Recap: Rails & Transportation Equipment Suppliers PDF 05/18/2020
1Q20 Industrial Products & Services Recap + Refreshing Top Picks Post-Q... PDF 05/18/2020
1Q20 LS Tools Earnings Review PDF 05/18/2020
Afternoon Research Summary PDF 05/18/2020
April Headcount Data for the U.S. Rails PDF 05/18/2020
California C-19 Budget Update Includes Medicaid MCO Cuts but Boost for SNFs... PDF 05/18/2020
Cell/Gene Therapy LS Tools Takeaways Post-ASGCT and Other Industry Headline... PDF 05/18/2020
CPRT 3Q20 Earnings Preview PDF CPRT 05/18/2020
Fireside Chat With SRI Management Team | Tuesday, May 26 PDF 05/18/2020
First Look at Management Change PDF CFB 05/18/2020
First Look: Legal Ruling Imminent? PDF GKOS 05/18/2020
First Look: TFX Announces Positive Data at the American Urological Associat... PDF TFX 05/18/2020
FIS 1Q Final: New Best Idea; Too Cheap For Long-Term Growth/Core Transforma... PDF FIS 05/18/2020
FISV 1Q Final: Reasonably Valued Vs. Peers; Low-Double-Digit EPS Guide Nota... PDF FISV 05/18/2020
GPN 1Q Final: Vertical Software + Execution + Potential M&A + Valuation... PDF GPN 05/18/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 05/18/2020
Growth Flatlines in April; Additional Forbearance Data Disclosed PDF DFS 05/18/2020
Investor Survey Results Following Sale of BLK Stake PDF PNC 05/18/2020
Mid-Day Research Summary PDF 05/18/2020
Morning Research Summary PDF 05/18/2020
Morning Round Up: 1Q20 Earnings for DNR & OAS + News Release for CDEV &... PDF 05/18/2020
Post 1Q Pmts/Proc Stock Ranks: FIS New Best Idea; SQ To EW; See Chart W/Det... PDF 05/18/2020
PYPL 1Q Final: Buy Despite Valuation; April Vols Only "V-Shape" Recovery We... PDF PYPL 05/18/2020
Recap of Our Fireside Chat With Watco: A Private Rail & Logistics Provi... PDF 05/18/2020
Restaurant Weekly: 5/18 PDF 05/18/2020
SQ Downgrade: Full Valuation; SMB Vols/Loans Risk Meaningful But Known PDF SQ 05/18/2020
Stephens Medicare Enrollment Tracker - May 2020 Update PDF 05/18/2020
Updating Estimates Following 1Q20 Earnings: APA, CLR, DVN, FANG and VNOM PDF 05/18/2020
-14% Used Car Prices In April Y/Y, Likely To Get Worse PDF 05/15/2020
1Q21 Earnings Preview: Revising Estimates; Reiterate Rating & PT PDF WMT 05/15/2020
ABS Forbearance At 20% In Line With Commentary; Balances Continue To Erode PDF SC 05/15/2020
Afternoon Research Summary PDF 05/15/2020
April Trends Better Than Expected; Implies Good April Exit For A Positive 2... PDF SYF 05/15/2020
Automotive Retail Industry Rankings 1Q20 PDF 05/15/2020
Challenging Times Indeed, But With Restaurants Reopening We Have Confidence... PDF DENN 05/15/2020
Containerboard & Boxes - April 2020 PDF 05/15/2020
F4Q Preview; Lowering Estimates for COVID-19 Impacts PDF BOOT 05/15/2020
FDA Issues Warning Letters To AGN & Ideal Implants PDF 05/15/2020
Home Improvement Lift, 35% Y/Y Growth And Not Over-Earnings From Stimulus: ... PDF ECN-CA 05/15/2020
Increasing 12-Month Price Target To $170 As STE Keeps On Going PDF STE 05/15/2020
Loss/DQ Rates Continue To Accelerate In April, Likely Due To Lower Balances... PDF AXP 05/15/2020
Mid-Day Research Summary PDF 05/15/2020
Morning Research Summary PDF 05/15/2020
Paperboard - April 2020 PDF 05/15/2020
Pure Play on Cell/Gene Therapy Trading at 6x Sales; Reit. OW-Vol., PT to $2... PDF BLFS 05/15/2020
Six Online Banks Cut Rates To Follow Sallie's Lead: Deposit Rate Tracker PDF 05/15/2020
Surprised That NCOs And DQs Continue To Rise In April Data Despite Forbeara... PDF ADS 05/15/2020
The Beef Is Back PDF WEN 05/15/2020
Updating Model To Reflect Follow-On Offering PDF PODD 05/15/2020
Weekly Fuel Report (5/15/20) PDF 05/15/2020
1st Look: April/May U.S./International Vols Improve; Cross-Border Remains L... PDF MA 05/14/2020
4Q20 Preview; Revising Estimates & PT; Maintain EW Rating PDF CASY 05/14/2020
A Valuation Disconnect Is Here Again; We'd Take Advantage PDF CNNE 05/14/2020
Afternoon Research Summary PDF 05/14/2020
CSGP 1st Look: Good Timing For Proposed Online CRE Auction Platform Ten-X M... PDF CSGP 05/14/2020
CSGP Ten-X Call: Hundreds of Mil. Of Rev @ >30% Long-Term Margins For $1... PDF CSGP 05/14/2020
F2Q20 Earnings Preview; Revising Estimates; Maintain Rating & PT PDF HRL 05/14/2020
Final Mile Drives 1Q20 Miss & Impairment Charge; Focus on Liquidity &am... PDF WNC 05/14/2020
First Look at 1Q20 Adj. EPS Miss; 2020 Guidance Remains Withdrawn PDF WNC 05/14/2020
First Look at DENN F1Q20 PDF DENN 05/14/2020
First Look: BLFS 1Q20 Results PDF BLFS 05/14/2020
Mid-Day Research Summary PDF 05/14/2020
Morning Research Summary PDF 05/14/2020
PAG Suspends Quarterly Dividend PDF PAG 05/14/2020
Stephens Weekly Rail Update (Ended 5/9/20) PDF 05/14/2020
Updating Current Loan Modification Data for Southeast & Western Banks PDF 05/14/2020
Upgrade To Overweight: First To Show Business Normalized, Recession Positiv... PDF RCII 05/14/2020
Upgrading to O and Increasing 12-Month Price Target to $65 PDF ALC 05/14/2020
4Q20 Earnings Review PDF EGHT 05/13/2020
4Q20 Earnings Review PDF EGHT 05/13/2020
4Q20 Earnings Review PDF EGHT 05/13/2020
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