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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
Laying Out the Bull vs. Bear Debate: We Like the Risk / Reward PDF WAB 07/07/2020
Lifting Ests Well Above Consensus; Acquisition Pace Steps Up; PT to $175 PDF LAD 07/07/2020
Long-Term Growth & Margin Expansion; Initiating Coverage with EW Rating... PDF AZEK 07/07/2020
Mid-Day Research Summary PDF 07/07/2020
Morning Research Summary PDF 07/07/2020
Profitable Ohio-Focused Commercial Bank; Initiating OW With an $19 PT PDF CIVB 07/07/2020
Raising Ests; Dramatic Recovery in May-June; Park Place Acquisition Re-Do; ... PDF ABG 07/07/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 7/7 PDF 07/07/2020
Weekly Commodity Monitor (7/7/20) PDF 07/07/2020
2Q20 Themes and Trading Calls: Positive NAVI, Auto; Pair SYF/ADS PDF 07/06/2020
Afternoon Research Summary PDF 07/06/2020
Expert Call On 2Q20 Subprime Lending Trends WIth Opploans CEO/CFO: July 8 PDF 07/06/2020
EXPGY Model Update: Good Position/Less Cyclical Now Vs ‘08 But Built ... PDF EXPGY 07/06/2020
First Look: COO Announces the Retirement and Succession of Dr. Auerbach PDF COO 07/06/2020
First Look: STAA Appoints New CFO PDF STAA 07/06/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 07/06/2020
Initiating Coverage With an Equal-Weight Rating and $150 Target PDF IQV 07/06/2020
Initiating Coverage With an Equal-Weight Rating and $75 Target Price PDF CERN 07/06/2020
Initiating Coverage With an Overweight Rating and $250 Target Price PDF TDOC 07/06/2020
Initiating Coverage With an Overweight Rating and $290 Target Price PDF VEEV 07/06/2020
Initiating Coverage With an Overweight Rating and $90 Target PDF OMCL 07/06/2020
Initiating Coverage With an Overweight Rating and $95 Target Price PDF LVGO 07/06/2020
Initiation of Healthcare IT Industry PDF 07/06/2020
June Preliminary Class 8 Orders PDF 07/06/2020
Mid-Day Research Summary PDF 07/06/2020
Morning Research Summary PDF 07/06/2020
Railcars in Storage: July Report PDF 07/06/2020
Restaurant Weekly: 7/6 PDF 07/06/2020
Sallie Mae's Online Deposit Rates Now Below 1.00%: Deposit Rate Tracker PDF 07/06/2020
Survey Results: Bankers Share Their Updated Views PDF 07/06/2020
Topgolf Deep Dive; Underappreciated to ELY Today w/ Improving Setup & C... PDF ELY 07/06/2020
UK New Vehicle Registrations Down (34.9%) in June, (70.1%) in 2Q20 PDF 07/06/2020
Updating Estimates for Preliminary 2Q20 Revenue Beat and Equity Raise PDF BLFS 07/06/2020
Weekly Fuel Report (7/6/20) PDF 07/06/2020
2Q Preview: Resilient Demand and Cost Benefits Near Term; 2021 Outlook Flat... PDF 07/02/2020
ADUS Resumes M&A Activity With Acquisition of A Plus Health Care PDF ADUS 07/02/2020
DCOM and BDGE Announce MOE Creating $11 billion NYC/Long Island Bank PDF DCOM 07/02/2020
Industrial Products and Services – E&C and Industrial Services Va... PDF 07/02/2020
Industrial Products and Services – Industrial Distributor Valuation PDF 07/02/2020
Mid-Day Research Summary PDF 07/02/2020
Morning Research Summary PDF 07/02/2020
Pawn 2Q20 Trends Update: Pawn Demand Returning But Waiting A Year For Norma... PDF 07/02/2020
Stephens Weekly Rail Update (Ended 6/27/20) PDF 07/02/2020
Time to Overreact to China's Import Ban PDF 07/02/2020
Afternoon Research Summary PDF 07/01/2020
AHA Estimates Hospital System C-19 Losses of ~$323 Billion in 2020 PDF 07/01/2020
AVLR: Becoming Product Machine; Even W/C-19 Spikes Think Key Metrics Grow; ... PDF AVLR 07/01/2020
CDMO 4Q20 Wrap Up: Momentum Building, Reit. OW-Vol./$10 PT PDF CDMO 07/01/2020
CPaaS Expert Conference Call | TOMORROW | 10:00 am ET/9:00 am CT PDF 07/01/2020
F4Q20 Recap: The Street Didn't See That Coming PDF FDX 07/01/2020
First Look: ABMD Announces Positive Impella 5.5 With SmartAssist Results PDF ABMD 07/01/2020
First Look: YRCW Receives CARES Act Loan; Removes Risk Of Bankruptcy PDF YRCW 07/01/2020
HOMB Takeaways from CCFG Fireside Chat PDF HOMB 07/01/2020
Mid-Day Research Summary PDF 07/01/2020
Morning Research Summary PDF 07/01/2020
Virtual NDR Takeaways: Compelling LT Story Levered To Secular B2C/E-Comm Gr... PDF ATSG 07/01/2020
We Expect More Aggressive EchoPark Roll-Out/Omni-Channel Plans Forthcoming;... PDF SAH 07/01/2020
2Q20 NYC Multi-Family Trends, Themes and Politics PDF 06/30/2020
A Compelling Small Cap Idea With Severely Underappreciated FCF Capabilities... PDF TAST 06/30/2020
Additional SCB/Capital Announcements Trickle In PDF 06/30/2020
Afternoon Research Summary PDF 06/30/2020
Agora's IPO Spotlights Vonage's API Growth Story and Undervaluation PDF VG 06/30/2020
First Look: CDMO 4Q20 PDF CDMO 06/30/2020
First Look: F4Q20 Results Much Better Than Feared; No FY21 Guidance Provide... PDF FDX 06/30/2020
First Look: GPC Announces Sale of S.P. Richards PDF GPC 06/30/2020
First Look: Papa John's Provides F2Q Business Update PDF PZZA 06/30/2020
May '20 Texas Cement Shipments Down (2.0%) YoY, Up 7.8% YoY on Same-Day Bas... PDF 06/30/2020
Mid-Day Research Summary PDF 06/30/2020
Morning Research Summary PDF 06/30/2020
Several Banks Comment on DFAST Results & Capital Action including CFG, ... PDF 06/30/2020
Stephens Inc. Real Estate Services Valuation Tables PDF 06/30/2020
Stephens June 2020 Monthly Real Estate Update + Ellie Mae CC Takeaways PDF 06/30/2020
Weekly Commodity Monitor (6/30/20) PDF 06/30/2020
Afternoon Research Summary PDF 06/29/2020
Building the Largest D.C. Based Community Bank - Resuming Equal-Weight PDF SASR 06/29/2020
Bus Svcs Reader: SQ Delivery; V Fraud Score; WEX/Warburg; Home Sales; FIS/F... PDF 06/29/2020
Coverage Update - Dropping Coverage of JAX and GRUB PDF 06/29/2020
Dine-In Traffic Takes Step Back in States With Rising Virus Numbers PDF 06/29/2020
E&P Rundown: COVID + Election Risk Dominated; MTDR+PDCE Reactions Overd... PDF 06/29/2020
First Look: May PHS a Big Beat/Record Seq. Jump; YOY Decline Only -5% PDF 06/29/2020
First Look: RGEN Announces Agreement to Acquire Engineered Molding Technolo... PDF RGEN 06/29/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/29/2020
Hertz Increases Car Prices 1.1% Wk/Wk, Narrows Discount To Only 5% PDF 06/29/2020
Mid-Day Research Summary PDF 06/29/2020
Morning Research Summary PDF 06/29/2020
Re-Measuring Bank Footprints on Economic Disruption Data & COVID-19 Lev... PDF 06/29/2020
Reiterate O Rating & 12-Month, $170 Price Target on STE's Shares PDF STE 06/29/2020
Restaurant Weekly: 6/29 PDF 06/29/2020
Small Cap Growth Story With Top Tier Deposits - Initiating Overweight PDF OCBI 06/29/2020
The Fed Is Capping Dividends at Big Banks. Who's At Risk Amongst the SMID C... PDF 06/29/2020
Waiting for Green Shoots to Appear - Initiating Equal-Weight PDF SONA 06/29/2020
Weekly Reader: CDMO, CTLT, RGEN PDF 06/29/2020
AcceleRide Platform Has Capabilities of Big Tech Peers; Raising Ests. and P... PDF GPI 06/26/2020
Afternoon Research Summary PDF 06/26/2020
CCAR And What's Next Catalyst: Moody's June Macro Forecasts For CECL Reserv... PDF 06/26/2020
Changing Best Idea to CMP PDF CMP 06/26/2020
Digging into DFAST & New Downside Scenarios; Buyback & Div. Increas... PDF 06/26/2020
DOOR: Demand Improves, Margin Expansion Continues to Gain Momentum PDF DOOR 06/26/2020
First Look: BOOM Amends Credit Agreement PDF BOOM 06/26/2020
First Look: Well-Ahead of Schedule for 2Q20; More Likely to Come PDF CLGX 06/26/2020
GMS F4Q20 Earnings Recap; Adjusting Estimates, Reiterate OW, Target to $30 PDF GMS 06/26/2020
Mid-Day Research Summary PDF 06/26/2020
More Online Rate Cuts To 1.00%, And CD Rates Even Lower: Deposit Rate Track... PDF 06/26/2020
Morning Research Summary PDF 06/26/2020
New CMS Data Shows Recent Bump in FFE HIX Enrollment During SEP PDF 06/26/2020
PZZA / DPZ 2Q Preview & Latest Views Informed By App Activity Data PDF 06/26/2020
Reiterate Defensive Overweight: Margin Expands In Lower Rates + Gov't Guara... PDF NAVI 06/26/2020
Transforming & Expanding Breast Aesthetics; Reiterate O/V Rating and $2... PDF ESTA 06/26/2020
Trump DOJ Files New Legal Brief in Pending SCOTUS ACA Case PDF 06/26/2020
Weekly Fuel Report (6/26/20) PDF 06/26/2020
Afternoon Research Summary PDF 06/25/2020
CBO Scores New House HC Bill - Over $500 Billion in New Medicaid/HIX Suppor... PDF 06/25/2020
ChargeAfter Partnership A Step In The Right Direction For National Partners... PDF RCII 06/25/2020
CMS Releases Proposed 2021 Medicare Home Health Rates at +2.6% PDF 06/25/2020
CSGP 1st Look: $1 bil. Notes Offering; Closes Ten-X; See Favorable M&A ... PDF CSGP 06/25/2020
CTLT Announces Collaboration w/ MRNA, Working w/ Top 3 C-19 Vaccine Candida... PDF CTLT 06/25/2020
First Look at GMS F4Q20 Earnings; QTD F1Q21 Sales Down Low Single Digits PDF GMS 06/25/2020
HP the Winner When Oil & Tech. Get Along; Reiterate OW, PT Raised to $2... PDF HP 06/25/2020
Investor Day Takeaways; Naming Bunge Our New Best Idea PDF BG 06/25/2020
MA June Vols: Pos For MA/Most Pmt Cos; But Rising New C-19 Cases Still Worr... PDF MA 06/25/2020
Mid-Day Research Summary PDF 06/25/2020
Morning Research Summary PDF 06/25/2020
NDR Takeaways: The Stage is Set for a Compelling Multi-Year Growth Story PDF SRI 06/25/2020
Powersport Financing And Online Shopping? A Recession Winner PDF SYF 06/25/2020
Raising EPS 10% After Deal Called Off; Great For EPS And CET1 PDF ALLY 06/25/2020
Stephens Weekly Rail Update (Ended 6/20/20) PDF 06/25/2020
TX Gov. Suspends Hospital-Based Elective Surgeries in State's 4 Largest Mar... PDF 06/25/2020
Afternoon Research Summary PDF 06/24/2020
F4Q20 Preview: Have We Finally Reached An Earnings Turning Point? PDF FDX 06/24/2020
First Look: Mixed 2Q20 Guidance Released: Lower Revenues, Better EPS Vs. St... PDF ENVA 06/24/2020
Highlights From Our Recent NDR With The Andersons PDF ANDE 06/24/2020
House Dems to Unveil New Health Legislation; Preview of Expected Key Provis... PDF 06/24/2020
Initiating Coverage With An O/V Rating And 12-Month, $11 Price Target PDF SDC 06/24/2020
Mid-Day Research Summary PDF 06/24/2020
Pandemic Headwinds Likely Persist at Some Level, Margins Remain the Focus PDF USCR 06/24/2020
Updating EHC Model for Latest Volume Updates and CARES Grant Funds Return PDF EHC 06/24/2020
Afternoon Research Summary PDF 06/23/2020
CMS Releases New Data Set on Medicare COVID-19 Claims Trends PDF 06/23/2020
Coverage Universe Update: Frothy Valuation, Though Remain Cautiously Optimi... PDF 06/23/2020
First Look: 2Q20 Updated Guidance Lower On EPS And Pawn Revenues PDF FCFS 06/23/2020
First Look: Avid Names Nicholas Green President and CEO PDF CDMO 06/23/2020
Latest CA Budget Agreement Likely Avoids Medi-Cal Cuts; +ve CNC, MOH and AN... PDF 06/23/2020
Mid-Day Research Summary PDF 06/23/2020
Morning Research Summary PDF 06/23/2020
Mtg. Warehouse Focus - Assessing Impact of Potential Change in Risk Weighti... PDF 06/23/2020
one2many Acquisition Seems Prescient After New EU Public Warning Guidelines... PDF EVBG 06/23/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 6/23 PDF 06/23/2020
Virtual Roundtable: Midwest CRE Trends PDF 06/23/2020
Weekly Commodity Monitor (6/23/20) PDF 06/23/2020
World Pulp Statistics - May 2020 PDF 06/23/2020
Afternoon Research Summary PDF 06/22/2020
AN Sees Sequential Improvement, Confidence in Recovery; EW PDF AN 06/22/2020
Bus Svcs Reader: V/MA Interchange Suit; Wirecard Implications; WMT/SHOP Par... PDF 06/22/2020
Coated Recycled Board Prices Unchanged PDF 06/22/2020
Coverage Update - Dropping CDEV, CPE, DNR, OAS, WLL, XOG, QEP, and UNT PDF 06/22/2020
EHC's IRF and HH&H Volumes Continued to Largely Tick Higher in 1H June PDF EHC 06/22/2020
F1Q Impacted By COVID-19, CECL; We See SSS Declines as Transitory; Reiterat... PDF KMX 06/22/2020
First Look: An Impressive Upturn PDF STAA 06/22/2020
First Look: Internal Review Completed; Remain EW PDF PUMP 06/22/2020
First Look: May EHS Misses Consensus But Better Results Than We Expected PDF 06/22/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/22/2020
Hertz Raises Car Prices Another 60bps Wk/Wk, Maintains 7% Discount To Deale... PDF 06/22/2020
Introducing Stephens Comprehensive State Medicaid Enrollment Tracker PDF 06/22/2020
May '20 Contract Awards: LTM Highway Awards Down Slightly YoY PDF 06/22/2020
Mid-Day Research Summary PDF 06/22/2020
Morning Research Summary PDF 06/22/2020
NCR 1st Look: Announces CFO Transition; Reiterate EW PDF NCR 06/22/2020
Restaurant Weekly: 6/22 PDF 06/22/2020
Sound Leadership & a New, Promising Strategy Positions STC for LT Succe... PDF STC 06/22/2020
Weekly Reader: CDMO, CTLT, CYRX, TECH PDF 06/22/2020
Afternoon Research Summary PDF 06/19/2020
HOMB Hospitality Portfolio Shows Strength in Time of Concern PDF HOMB 06/19/2020
KR Reports 1Q20; Revising Estimates; Reiterate Rating & PT PDF KR 06/19/2020
Mid-Day Research Summary PDF 06/19/2020
Morning Research Summary PDF 06/19/2020
Morning Update: F1Q Impacted By COVID-19, CECL; May-June SSS Improve PDF KMX 06/19/2020
Reiterate O/V Rating: Positioning For Sustained Growth & Enhanced Profi... PDF CUTR 06/19/2020
Synchrony Pushes Past 1.00% Deposit Rate, Others Cut Too: Deposit Rate Trac... PDF 06/19/2020
Weekly Fuel Report (6/19/20) PDF 06/19/2020
Afternoon Research Summary PDF 06/18/2020
CCAR One Week Away; Emphasis Now on SCB PDF 06/18/2020
DOOR Updated Thoughts PDF DOOR 06/18/2020
Expense Cuts Bring Significant Leverage; Sales Recover, EchoPark Ramps; OW PDF SAH 06/18/2020
First Look: Biz Update a Positive; >30K Agents & Core Momentum Build... PDF EXPI 06/18/2020
First Look: KR Reports 1Q20 PDF KR 06/18/2020
HOMB Updates Hospitality Disclosures In Anticipation of Today's Stephens Ca... PDF HOMB 06/18/2020
Inflection Point For Curo Growth Looks Near; Katapult Already Showing 3x Gr... PDF CURO 06/18/2020
May Data Implies Losses Roughly In Line With Our 2Q20 Expectation PDF OMF 06/18/2020
Mid-Day Research Summary PDF 06/18/2020
Morning Research Summary PDF 06/18/2020
Stephens Weekly Rail Update (Ended 6/13/20) PDF 06/18/2020
Updated Thoughts On CTLT PDF CTLT 06/18/2020
Used Car Prices Down Only 7% Y/Y In JD Power Release, Auction Volumes Back PDF 06/18/2020
Afternoon Research Summary PDF 06/17/2020
CDMO 4Q20 Preview PDF CDMO 06/17/2020
First Look: An Enhanced TAM PDF DXCM 06/17/2020
First Look: Strange Timing But Maybe More to the Raise Than Appears PDF BKI 06/17/2020
Mid-Day Research Summary PDF 06/17/2020
Morning Research Summary PDF 06/17/2020
New Buyback Authorization Increases EPS But Isn't Worth The Risk, In Our Vi... PDF WRLD 06/17/2020
SQ 1st Look: Thoughts On Strong Relative Outperformance; Read To Other Cos PDF SQ 06/17/2020
SR Banks: Lowering Estimates on Higher 2Q20 Reserve Build & NIM Pressur... PDF 06/17/2020
Takeaways from Our Fireside Chat with the HUBG Management Team PDF HUBG 06/17/2020
Afternoon Research Summary PDF 06/16/2020
Containerboard & Boxes - May 2020 PDF 06/16/2020
Expert Call On Pawn 2Q20 Trends With Smart Financial CFO on July 1st: Pleas... PDF 06/16/2020
First Look: Denny's Provides Business Update PDF DENN 06/16/2020
First Look: McDonald's Provides Business Update PDF MCD 06/16/2020
First Look: Murphy Provides Update On Business Ahead Of Competitor Conferen... PDF MUSA 06/16/2020
HOMB call with Focus on Hospitality Lending PDF 06/16/2020
May Headcount Data for the U.S. Rails PDF 06/16/2020
Mid-Day Research Summary PDF 06/16/2020
Morning Research Summary PDF 06/16/2020
Paperboard - May 2020 PDF 06/16/2020
Railcar Demand Survey: 2020 Should Be the Trough, But Expect a Slow Recover... PDF 06/16/2020
Sales Strengthen Sequentially; Lifting Estimates and Price Target to $36; ... PDF SAH 06/16/2020
THC Provides June Business Updates; Updating Our Model; TP to $25 (from $23... PDF THC 06/16/2020
The Patient Will Prevail: It's Time for GATX to Go Shopping; Upgrading to O... PDF GATX 06/16/2020
U.S. & Intl. COVID-19 Restaurant Reopening Impact Tracker: 6/15 PDF 06/16/2020
Updated Thoughts on EXP PDF EXP 06/16/2020
Weekly Commodity Monitor (6/16/20) PDF 06/16/2020
Afternoon Research Summary PDF 06/15/2020
Analyzing Progressive's 25,742 Retail Store Exposures PDF AAN 06/15/2020
Even With Forbearance And Loan Balances Down, NCO And DQs Better Y/Y PDF SC 06/15/2020
First Look: CTLT Signs Agreement to Manufacture AZN/Oxford COVID-19 Vaccine... PDF CTLT 06/15/2020
First Look: LKQ Provides 2Q Business Update PDF LKQ 06/15/2020
Full-Service Dining Is Coming Back Strong: Thoughts on Stock Positioning PDF 06/15/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 06/15/2020
Hertz Increases Pricing Another 1% Wk/Wk, Discounts To Dealers Declines PDF 06/15/2020
Loan Growth Slower, But Credit Better For May Data PDF SYF 06/15/2020
May Data Shows 50bps Y/Y Increases To Net Losses, DQ Increase PDF AXP 06/15/2020
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