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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 1Q20 Adj. EPS Beat; Cutting Costs to Mitigate COVID-19 Headwi... PDF SRI 05/06/2020
First Look at 1Q20 Results PDF NEX 05/06/2020
First Look at 1Q20 Results PDF WTTR 05/06/2020
First Look at 1Q20 Results: In-Line Q But More-than-Expected Guidance Cut PDF RP 05/06/2020
First Look at FY3Q20 Results; Here Comes QRP PDF QNST 05/06/2020
First Look at PZZA F1Q20 Results PDF PZZA 05/06/2020
First Look at VMC 1Q20 Earnings; Withdraws Guide PDF VMC 05/06/2020
First Look at WEN F1Q20 Results PDF WEN 05/06/2020
First Look: An Encouraging 1Q, Strong Balance Sheet To See Through The Cruc... PDF AVNS 05/06/2020
First Look: BG Reports 1Q20 PDF BG 05/06/2020
First Look: Encouraged By The Progress PDF IVC 05/06/2020
First Look: GPC Reports 1Q20 Miss; April Trends Have Softened PDF GPC 05/06/2020
First Look: IAA Reports 1Q20 Results PDF IAA 05/06/2020
First Look: Impressive Forward Look And Strong Top-Line Beat PDF RCII 05/06/2020
First Look: OSUR 1Q20 PDF OSUR 05/06/2020
First Look: Outlook Better Than Forecast As Major Markets Returning To Grow... PDF STAA 05/06/2020
First Look: RGEN 1Q20 Beat, FY20 Adj. EPS Guidance Raise PDF RGEN 05/06/2020
FMC 1Q20: Just the Outlook PDF FMC 05/06/2020
GPN 1Q 1st Look: Rev Miss/Profit Beat; New $400 mil. Cost Cuts; Reit Overwe... PDF GPN 05/06/2020
GPN 1Q Call: Comfortable Long As Rev Trends/Cost Cuts Better Than Expected PDF GPN 05/06/2020
Increasing 12-Month, Price Target to $38 Per Share PDF AVNS 05/06/2020
Lowering Estimates Following 1Q Results; Remain EW PDF TOWN 05/06/2020
Mid-Day Research Summary PDF 05/06/2020
Morning Research Summary PDF 05/06/2020
Mortgage Loss Weighs on Otherwise Solid Revenue Quarter; Remaining OW PDF MYFW 05/06/2020
OMF: CEO and CFO Virtual NDR on May 20-21st: Please Register PDF 05/06/2020
Pressure Will Fade in Time; The Timing...Still Cloudy PDF TREE 05/06/2020
Resuming Coverage on TXRH With Overweight Rating and $55 Price Target PDF TXRH 05/06/2020
SFM Reports 1Q20; Revising Estimates & PT; Reiterate EW(Vol.) Rating PDF SFM 05/06/2020
Solid Now & Better Next Year; Moving BKI to Our New Best Idea PDF BKI 05/06/2020
SQ 1Q 1st Look: April GPV -39%, GP Beat/EBITDA Miss; Cash App Performed Wel... PDF SQ 05/06/2020
SQ Call: Ecom 50% GPV/Pos April; -39% GPV ~2x V; SQ Nimbleness = Stay Long PDF SQ 05/06/2020
Strong Start to 2020 Driven by Gene Therapy Tailwinds and Protein Upside PDF RGEN 05/06/2020
U.S. Recovery Looking Like a Snapback for Wendy's; Increasing Price Target ... PDF WEN 05/06/2020
U.S. Sales Trends Improving; UK Looks to Re-Open; Remain OW PDF PAG 05/06/2020
Updating Est. and P/T Following 1Q Earnings - Remain OW PDF ISBC 05/06/2020
Updating Estimates Following 1Q Results; Remain Overweight PDF CBNK 05/06/2020
Well-Positioned Platform for the Current Environment - Remain OW PDF CNOB 05/06/2020
18% of U.S. Wendy's System Out of Beef Temporarily; Still OW, Watching Dura... PDF WEN 05/05/2020
1Q Beat; 2Q Sales Accelerate, EBITDA Profit In Sight; Resetting PT to $145;... PDF W 05/05/2020
1Q Beats Estimates; Sales Trends Improving; Remain Overweight PDF ABG 05/05/2020
1Q Tops Estimates; U.S. Sales Trend Improving; Remain Overweight PDF GPI 05/05/2020
1Q20 Adj. EPS Inline & 2020 Guide Withdrawn; Remain OW at Depressed Val... PDF WAB 05/05/2020
1Q20 Earnings Initial Look: CDEV, FANG, PE, VNOM PDF 05/05/2020
1Q20 Wrap: 1Q Momentum Provides Better Jumping Off Point for 2Q C-19 Headwi... PDF ADUS 05/05/2020
1Q20 Wrap: Battling Against the COVID-19 Scourge on All Three Business Fron... PDF THC 05/05/2020
1Q20 Wrap: Raising Ests & TP as U.S. BH Vols Held Up Relatively Well in... PDF ACHC 05/05/2020
1Q20: High Expectations Bests Solid Revenue Beat; Bookings Concerns From He... PDF FIVN 05/05/2020
Adjusting Ests for COVID-19 Impact; See 1Q Upside, Sales Trends Improving; ... PDF CWH 05/05/2020
Afternoon Research Summary PDF 05/05/2020
Compass 1Q20: First Look PDF CMP 05/05/2020
Continued Solid Outlook With NIM Expansion Expected to Continue - Remain OW... PDF VLY 05/05/2020
DD 1Q20 First Look PDF DD 05/05/2020
Fireside Chat with the JBHT Management Team (Friday, May 8) PDF 05/05/2020
First Look At 1Q20 Beat PDF EXPD 05/05/2020
First Look at 1Q20: Another Impressive Beat + 3rd Straight Big GM Expansion... PDF EXPI 05/05/2020
First Look at 1Q20; Solid Q But Lower Guidance as Expected PDF BKI 05/05/2020
First Look at 1Q20; Weak 2Q20 Guidance, Key Question - Is it Temporary? PDF TREE 05/05/2020
First Look at BMCH 1Q20 Earnings; April Organic Sales Down Mid-Single Digit... PDF BMCH 05/05/2020
First Look at DOOR 1Q20 Earnings; Withdraws Guidance PDF DOOR 05/05/2020
First Look at MLM 1Q20 Earnings; Withdraws 2020 Guide PDF MLM 05/05/2020
First Look at USCR 1Q20 Results PDF USCR 05/05/2020
First Look: 1Q20 Adj. Results Beat; Marine Utilization Softens In April PDF KEX 05/05/2020
First Look: 1Q20 Results In Line With Pre-Announced Range PDF MATX 05/05/2020
First Look: ANDE Reports 1Q20 PDF ANDE 05/05/2020
First Look: April Preliminary Net Orders PDF 05/05/2020
First Look: Beat On Interest Expense, Sale Gains and Lease Termination Reve... PDF AER 05/05/2020
First Look: CERS 1Q20 PDF CERS 05/05/2020
First Look: CTLT 3Q20 Beat, FY20 Guidance Above Street PDF CTLT 05/05/2020
First Look: INGR Reports 1Q20 PDF INGR 05/05/2020
First Look: Insurance Business Sale Adds ~$210 mil. to TCE / 9% Increase in... PDF ASB 05/05/2020
First Look: Reports Healthy 1Q20 Beat & Updates FY20 Outlook PDF ATSG 05/05/2020
First Look: Reports Solid 1Q20; Saw 20% Decline in Consol Revs In April PDF ARCB 05/05/2020
FMC: 1Q20 First Look PDF FMC 05/05/2020
INGR Reports 1Q20; Revising Estimates; Reiterate Rating & PT PDF INGR 05/05/2020
JKHY 3Q Final: More Resilient Than Many Expected But Already Priced In PDF JKHY 05/05/2020
JKHY 3Q Review: Bank Tech Steady; Pmts Better Than Peers; See Bookings Head... PDF JKHY 05/05/2020
JKHY Call: Banks Buying Tech/Optimistic; Pos. FIS/FISV Read; Mixed QTWO Rea... PDF JKHY 05/05/2020
Lowering Estimates Following 1Q Results; Remain Overweight PDF WSBC 05/05/2020
Lowering our EPS Forecasts as Reserve Ratio Builds and Loan Growth Slows PDF STXB 05/05/2020
LPX 1Q20: Just the Outlook PDF LPX 05/05/2020
MA 2Q Final: OK Val On Low Ests; Value Steady Despite Choppy Mkt; Like MA&g... PDF MA 05/05/2020
Mid-Day Research Summary PDF 05/05/2020
More Positive After Aercap's Platform Flexibility On Display In Forward Loo... PDF AER 05/05/2020
Morning Research Summary PDF 05/05/2020
Morning Update: 1Q Beats Ests.; Strong Pre-COVID-19 Results; OW PDF ABG 05/05/2020
Morning Update: 1Q Beat Ests; EBITDA Loss Narrows; Guide Pending PDF W 05/05/2020
Morning Update: EPS Beat; U.S. Sales Recovering; UK Operations Remain Close... PDF GPI 05/05/2020
MOS 1Q20: Just the Outlook PDF MOS 05/05/2020
Recalibrating Estimates; Brief Thoughts Ahead of Tomorrow's Report PDF RP 05/05/2020
Stable Credit Trends; NT Mortgage Tailwinds Likely; Lowering PT to $27. PDF RNST 05/05/2020
TREX 1Q20 Earnings Recap; Adjusting Estimates, Reiterate EW PDF TREX 05/05/2020
TSN Reports 2Q20; Revising Estimates & PT; Reiterate Rating PDF TSN 05/05/2020
Updated Forecasts Assume Additional Reserve Build; Lowering PT to $26 PDF HWC 05/05/2020
Updating Estimates Following 1Q20 Results PDF HFWA 05/05/2020
Upgrading to OW: Attractive Franchise With Discounted Valuation PDF AUB 05/05/2020
V 2Q Final: OK Val On Low Ests; Value Steady Despite Choppy Mkt; Like MA>... PDF V 05/05/2020
Weekly Commodity Monitor (5/5/20) PDF 05/05/2020
WOW Suspends 2020 Guidance; Maintain EW; PT From $8 to $6 PDF WOW 05/05/2020
WRK F2Q20 First Look PDF WRK 05/05/2020
WRK F2Q20: Just the Outlook PDF WRK 05/05/2020
“REAL” EPS Beat; CECL Delayed; Updating Forecasts PDF FBMS 05/04/2020
1Q20 EBITDA Matches Street; Vols Declines Stabilizing; UK Sale Still on Hol... PDF ACHC 05/04/2020
1Q20 EPS Review; Accretion From Park Deal & PPP Comes at a Good Time PDF FMBI 05/04/2020
1Q20 EPS Review; PPP to Add $23 mil. or ~$0.44 to EPS PDF BY 05/04/2020
1Q20 Initial: 1Q Beat Across All Key Metrics & Excellent Cash Liquidity... PDF ADUS 05/04/2020
1Q20 Initial: March/April Volume Updates Show USPI's ASCs Most Impacted by ... PDF THC 05/04/2020
1Q20 Mobile Gaming Preview: Rising Tide Lifting All Boats...For Now PDF 05/04/2020
1Q20 Recap: Business Pressured, But April Sees Some Recovery; Selling Pool PDF FWRD 05/04/2020
1Q20 Recap: Lease Rates & RRPF Headwinds on Horizon; Waiting for Opps t... PDF GATX 05/04/2020
Additional Disclosures Around Allowance Levels Provided in 10-Q Filing PDF KEY 05/04/2020
Adjusting Estimates for Recent Pre-Release, Reiterate EW, Price Target to $... PDF USCR 05/04/2020
Afternoon Research Summary PDF 05/04/2020
BECN Update; Adjusting Estimates, Reiterate OW/V, Price Target to $25 PDF BECN 05/04/2020
Chili's Wknd Checks: To-Go Still Strong, Dine-In Building; Think SSS Improv... PDF EAT 05/04/2020
DOOR Update; Adjusting Estimates, Reiterate OW, Price to $73 PDF DOOR 05/04/2020
First Look at 1Q20 EPS Beat; 2020 Guidance Withdrawn PDF GATX 05/04/2020
First Look: 1Q20 Adj. EPS In Line With the Street; 2020 Guidance Withdrawn PDF WAB 05/04/2020
First Look: 1Q20 Results In Line With Pre-Announced Range PDF XPO 05/04/2020
First Look: DENN Provides F1Q20 Business Update PDF DENN 05/04/2020
First Look: DXCM Announcements - Ypsomed Partnership & Health Canada Ap... PDF DXCM 05/04/2020
First Look: GPRE Reports 1Q20 PDF GPRE 05/04/2020
First Look: TSN Reports 2Q20 PDF TSN 05/04/2020
Goodwill Impairment & Elevated LLP Triggers 1Q20 EPS Loss; Maintain EW PDF ICBK 05/04/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 05/04/2020
Incrementally More Comfortable on Curo and Subprime Lenders into 2H20 PDF CURO 05/04/2020
Margin Set to Inflect Higher But Capital, Reserves and Credit Concerns Ling... PDF NYCB 05/04/2020
Mid-Day Research Summary PDF 05/04/2020
Morning Research Summary PDF 05/04/2020
Mortgage & NIM Drive REAL EPS Beat; Updating Ests, Remain EW PDF BANR 05/04/2020
MOS 1Q20 First Look PDF MOS 05/04/2020
New Consultant Studies Project Significant Declines in Health Spending in 2... PDF 05/04/2020
NII Results Drive a PPNR Beat; Reiterate EW. PDF CBSH 05/04/2020
Reduced EPS Estimates Following 1Q Results But Maintaining OW Given Valuati... PDF ESXB 05/04/2020
Restaurant Weekly: 5/4 PDF 05/04/2020
Solid 1Q20 Results; Moderating Forecasts for Slowing Mortgage Volume in 2H2... PDF HTH 05/04/2020
Strong Growth/PPNR, "Severely Adverse" Losses Appear Benign; Reiterate OW PDF UMBF 05/04/2020
Weekly Reader: BLFS, BRKS, CERS, CTLT, NEO, TECH PDF 05/04/2020
Westlake CFO Auto Lending Update: The Worst Is Over, Can We Get To Normal? PDF 05/04/2020
1Q Beats By Wide Margin; Adj. Ests for COVID-19 Impacts; LT Story Intact; O... PDF FND 05/01/2020
1Q Preview: A Moment in the Sun For Cloud Communications; Proceed with Caut... PDF 05/01/2020
1Q20 1st Look: Core PPNR Beat, With Mortgage Particularly Strong. PDF FIBK 05/01/2020
1Q20 EPS Review: Deposit Repricing Pushes NIM Higher; “REAL” EP... PDF HBNC 05/01/2020
1Q20 EPS Review: Op. PPNR & “REAL” EPS Higher; Team HIre Ac... PDF FMBH 05/01/2020
1Q20 Recap: Dividend Maintained; Strategically Well Positioned for the Down... PDF FTAI 05/01/2020
1Q20 Review; “REAL” EPS Beat by $0.01; Raise PT to $22 PDF EQBK 05/01/2020
1Q20 Wrap: A Bright Stock for Dark Times; Raise TP to $202 (From $188) PDF MOH 05/01/2020
ADM Reports 1Q20; Revising Estimates; Reiterate Rating and PT PDF ADM 05/01/2020
Afternoon Research Summary PDF 05/01/2020
AIA Call Takes: Slow U at Best, Big W at Worst: 2H21 Nonresi Recovery at Be... PDF 05/01/2020
BLFS Previews 1Q Revenue Beat, Withdraws FY20 Guidance PDF BLFS 05/01/2020
BRKS 2Q20 Wrap Up: Reit. EW-Vol., PT to $40 PDF BRKS 05/01/2020
Bus Svc Reader: April Pmt Data; CSGP/FTC; Mobile Bank Usage; TRU Read To FI... PDF 05/01/2020
Death of Dayrates? Leaning in to the Downturn. Reiterate OW PDF HP 05/01/2020
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
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