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
Stephens Monthly Real Estate Update - December 2020 PDF 12/31/2020
1st Look: RentPath Stops M&A; Still Think CSGP Takes Share; Like Resi M... PDF CSGP 12/30/2020
2Q21 Earnings Preview; Revising Estimates & PT; Reiterate OW Rating PDF CALM 12/30/2020
ACHC Announces Sale of UK Behavioral Operations for $1.35 Billion PDF ACHC 12/30/2020
Mid-Day Research Summary PDF 12/30/2020
Morning Research Summary PDF 12/30/2020
4Q20 Food & Ag Tech Preview PDF 12/29/2020
Afternoon Research Summary PDF 12/29/2020
Dropping of Best Ideas 2020 PDF 12/29/2020
MA Model Update: Remain Long; Stock Should Work As X-Border Sentiment Impro... PDF MA 12/29/2020
Mid-Day Research Summary PDF 12/29/2020
Morning Research Summary PDF 12/29/2020
Updated Thoughts on RAMP; Maintaining OW/V Rating; Raising $85 PT to $95 PDF RAMP 12/29/2020
Weekly Commodity Monitor (12/29/20) PDF 12/29/2020
Adjusting Est. and P/Ts as Credit Backdrop Continues to Improve PDF 12/28/2020
First Look: A New Chapter for NYCB – CEO Ficalora Retiring PDF NYCB 12/28/2020
Mid-Day Research Summary PDF 12/28/2020
Stephens Weekly Rail Update (Ended 12/19/20) PDF 12/28/2020
Weekly Fuel Report (12/28/20) PDF 12/28/2020
First Look: Bloomberg Reports SQ Talked With Tidal To Buy The Streaming Ser... PDF SQ 12/24/2020
Mid-Day Research Summary PDF 12/24/2020
F3Q EPS Upside on Lower CAF Provision, SG&A; SSS Light; LT Story Inta... PDF KMX 12/23/2020
HUM to Execute $1.75 Billion ASR; Should Lower Share Count By ~3% PDF HUM 12/23/2020
Mid-Day Research Summary PDF 12/23/2020
Morning Research Summary PDF 12/23/2020
Some Additional Nuggets From Year-End Federal Spending Bill for HC Provider... PDF 12/23/2020
Accretive Acquisitions Enhance FCF; Raising Target and Reiterate OW Rating PDF FANG 12/22/2020
Adjusting Estimates & Previewing Our Thoughts Into 2021; Reiterate OW R... PDF WAB 12/22/2020
Afternoon Research Summary PDF 12/22/2020
CVGW Reports 4Q20; Revising Estimates; Reiterate Rating & PT PDF CVGW 12/22/2020
First Look: November EHS Units + Price Growth of +40% YOY PDF 12/22/2020
MGLN Implements New Behavioral Strategy Element w/ Bayless Health Deal PDF MGLN 12/22/2020
Mid-Day Research Summary PDF 12/22/2020
Morning Research Summary PDF 12/22/2020
Morning Update: F3Q EPS Beat Driven by CAF Provision, Expense Cuts; SSS Lig... PDF KMX 12/22/2020
NEOG F2Q21: First Look PDF NEOG 12/22/2020
NEOG F2Q21: Growth With Headwinds PDF NEOG 12/22/2020
Quick Thoughts on Impact of Year-End Spending Bill on HC Services Stocks PDF 12/22/2020
Senate Approves Bill to Lift Federal Antitrust Exemption for Health Insurer... PDF 12/22/2020
Weekly Commodity Monitor (12/22/20) PDF 12/22/2020
World Pulp Statistics - November 2020 PDF 12/22/2020
Afternoon Research Summary PDF 12/21/2020
ALC Sell-Side Calendar Year End Q&A Reaffirms Thesis View PDF ALC 12/21/2020
Federal Reserve Greenlights Buybacks For DFAST Banks in 1Q21 PDF 12/21/2020
First Look: BECN to Divest Interior Products Business for $850 Million PDF BECN 12/21/2020
First Look: CVGW Reports 4Q20 PDF CVGW 12/21/2020
First Look: PE To Buy RP; We See Net Positive Implications for CSGP PDF CSGP 12/21/2020
First Look: RCII Buys Acima For $1.65 Bil.; More National RTO Capabilities PDF RCII 12/21/2020
First Look: Thoma Bravo Bid of $88.75/Implied 31% Prem.; We'd Stay Put PDF RP 12/21/2020
FIS/GPN M&A Failed Talks Per WSJ; Pos For FIS If Happens; Industry Read... PDF 12/21/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 12/21/2020
HIX AEP 2021 Tracker; Overall Sign-Ups +6% Y/Y But With Fewer New Consumers... PDF 12/21/2020
Increasing Price Target Following Accretive Permian Acquisition; Re-Iterate... PDF ESTE 12/21/2020
Increasing Target To $52: RAC Now On Par With Progressive With Better E-Com... PDF RCII 12/21/2020
Mid-Day Research Summary PDF 12/21/2020
Morning Research Summary PDF 12/21/2020
November Data Implies Losses At Midpoint Of Guidance, EPS Inline With Conse... PDF OMF 12/21/2020
SOTP Finally Working: Katapult Go-Public Implies CURO Valuation Of $17/Shar... PDF CURO 12/21/2020
Way Beyond The Cold Email; Initiating Coverage on ZoomInfo; Overweight/Vol.... PDF ZI 12/21/2020
Weekly Reader: BLFS, CERS, CTLT, CYRX, REPH, RGEN, OSUR PDF 12/21/2020
Afternoon Research Summary PDF 12/18/2020
An Unusual Peak Season In An Unusual Year, Continue To See Long-Term Upside... PDF FDX 12/18/2020
CNC Inv. Day Recap; Lowering '21-'23 Ests & TP on HIX & PDP Market ... PDF CNC 12/18/2020
CNC Issues 2021 EPS Guide Below Street; Warns on 2021 HIX Enrollment Growth... PDF CNC 12/18/2020
Expecting DRI to Gain Share Post-Pandemic; Remain OW, Raising Target to $13... PDF DRI 12/18/2020
First Look at CEO Change PDF SNV 12/18/2020
First Look at DRI F2Q21 Earnings & Mgmt. Shifts PDF DRI 12/18/2020
First Look: FDA Delays Guidance for Platelet Safety to Oct. 2021 PDF CERS 12/18/2020
Mid-Day Research Summary PDF 12/18/2020
Morning Research Summary PDF 12/18/2020
One Rate Cut This Week Leaves Synchrony Left As Highest: Deposit Rate Track... PDF 12/18/2020
SAFM Reports 4Q20; Revising Estimates; Reit. PT & EW Rating PDF SAFM 12/18/2020
Stephens Weekly Rail Update (Ended 12/12/20) PDF 12/18/2020
Weekly Fuel Report (12/18/20) PDF 12/18/2020
WGO/THO Results; Demand Remains Strong With Dealer Inventories at Historic ... PDF CWH 12/18/2020
Afternoon Research Summary PDF 12/17/2020
Branch Closure Details From the OCC - A Few Quick Thoughts PDF WBS 12/17/2020
CMS Introduces New Medicaid MCO Direct Contracting Model for Dual-Eligibles... PDF 12/17/2020
CMS Releases 2019 Health Spending Data - Quick Read-Outs for Our Coverage PDF 12/17/2020
Driveway Platform & Acquisition Roadmap Present Compelling Investment C... PDF LAD 12/17/2020
First Look: Beat Driven By Express & Taxes; Ground Margins Likely To Di... PDF FDX 12/17/2020
First Look: Orders Progressing Ahead of Guidance PDF EMR 12/17/2020
First Look: SAFM Reports 4Q20 PDF SAFM 12/17/2020
First Look: SMP Loses Engine Management Customer PDF SMP 12/17/2020
HBO Max Set to Launch On Roku Devices Today PDF ROKU 12/17/2020
Initiating Coverage With O Rating And 12-Month, $31 Price Target: PDF VCEL 12/17/2020
Mid-Day Research Summary PDF 12/17/2020
Morning Research Summary PDF 12/17/2020
Moving to Sidelines & Lowering Rating to EW PDF HBAN 12/17/2020
SR Banks: Raising EPS Estimates on Lower NCO Forecasts; PTs Getting a Boost... PDF 12/17/2020
Upgrading to Overweight PDF CMA 12/17/2020
Afternoon Research Summary PDF 12/16/2020
First Look at AMZN Telehealth News PDF TDOC 12/16/2020
First Look at Data-as-a-Service Acquisition PDF CERN 12/16/2020
First Look: EAT Provides Business Update, Withdraws Guidance For Upcoming Q... PDF EAT 12/16/2020
First Look: LII Updates 2020 Guidance and Announces 2021 Guidance PDF LII 12/16/2020
First Look: SBUX Provides Comp Update PDF SBUX 12/16/2020
Mid-Day Research Summary PDF 12/16/2020
Morning Research Summary PDF 12/16/2020
November Headcount Data for the U.S. Rails PDF 12/16/2020
NXST Agrees to Acquire BestReviews for $160 mil. PDF NXST 12/16/2020
Printing & Writing - November 2020 PDF 12/16/2020
PYPL Mgt Call Takes: We Think Can Invest For Growth And Still Expand Margin... PDF PYPL 12/16/2020
REPH Announces New CEO w/ Impressive Background, PT to $5 PDF REPH 12/16/2020
Stephens Monthly Medicare Enrollment Tracker - December 2020 Update PDF 12/16/2020
4Q20 Loan Portfolio, While Still Down, Shaping Up To Be Better Than Our Mod... PDF ADS 12/15/2020
Afternoon Research Summary PDF 12/15/2020
Camping World, Lordstown Motors Joint Conference Call Scheduled Today ATC PDF CWH 12/15/2020
Card Portfolio Shrinkage Decelerates For First Time Since Pandemic Started PDF DFS 12/15/2020
Containerboard & Boxes - November 2020 PDF 12/15/2020
CWH to Service Lordstown Motors Electric Trucks, Electric RVs to Follow; OW... PDF CWH 12/15/2020
First Look: GPRE Agrees To Sell Hereford Facility PDF GPRE 12/15/2020
First Look: XR Sheath Receives FDA Clearance, ECP Early Feasibility Enrolle... PDF ABMD 12/15/2020
Getting Back To "Normal", But November Trends Still Much Better Than Expect... PDF SC 12/15/2020
IIIV OW Initiation; Organic + Inorganic Integrated Pmts Growth In A Consoli... PDF IIIV 12/15/2020
Loan Portfolio And Credit Better Than Expected In November, Implies Better ... PDF SYF 12/15/2020
Loan Portfolios Decelerating Faster Than Expected In November PDF COF 12/15/2020
Mid-Day Research Summary PDF 12/15/2020
Morning Research Summary PDF 12/15/2020
NCR 1st Look: Apollo Global/Hudson Executive Raise Bid For CATM; NCR Though... PDF NCR 12/15/2020
November Loan Portfolio And Credit Trends Consistent With Prior Months PDF AXP 12/15/2020
Paper & Wood Monitor - December 2020 PDF 12/15/2020
Paperboard - November 2020 PDF 12/15/2020
PYPL Model Update; Long On Consumer Ecom Shift + Fin Svcs Value Prop Develo... PDF PYPL 12/15/2020
QuickChek Deal Augments MUSA's Pivot To Growth; Reit. OW Rating & PT To... PDF MUSA 12/15/2020
SciSafe Acquisition Details From BLFS 8-K PDF BLFS 12/15/2020
Stephens Monthly Medicaid Enrollment Tracker - December 2020 Update PDF 12/15/2020
The Plot Thickens: BKD Reportedly Exploring Sale of Home Health & Hospi... PDF 12/15/2020
Weekly Commodity Monitor (12/15/20) PDF 12/15/2020
Afternoon Research Summary PDF 12/14/2020
ASO Reports Nice 3Q20 Beat; Balance Sheet Improves QTD; Reiterate OW Rating... PDF ASO 12/14/2020
Buying TCF Financial for $6 bil. PDF HBAN 12/14/2020
CRYOPDP/MVE Financial Details From 8-K PDF CYRX 12/14/2020
First Look: ESTA's Motiva Ergonmix2 Receive CE Mark + Accelerated Mia Timel... PDF ESTA 12/14/2020
First Look: MUSA To Acquire QuickChek To Bolster Food Capabilities PDF MUSA 12/14/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 12/14/2020
Industry Leader, But Margin Pressures Mounting for 2021; Initiating DKS UW(... PDF DKS 12/14/2020
Laying Out the Bull Case Sum-of-the-Parts on CAKE and Why We're Still UW PDF CAKE 12/14/2020
Mid-Day Research Summary PDF 12/14/2020
Morning Research Summary PDF 12/14/2020
Mosaic November Update: P Up, Brazil Better, K Marginally Better PDF MOS 12/14/2020
Restaurant Weekly: 12/14 PDF 12/14/2020
Weekly Reader: CERS, OSUR, RGEN, TECH PDF 12/14/2020
A Few More Online Deposit Rate Cuts Consolidate Near Lows: Deposit Rate Tra... PDF 12/11/2020
Aftermarket Auto Parts Virtual Field Trip: AAP, AZO, and GPC Takeaways PDF 12/11/2020
Afternoon Research Summary PDF 12/11/2020
Diversification Story Remains Attractive; Reiterate OW & $70 Price Targ... PDF PAG 12/11/2020
First Look: November Title Orders = Another Big Beat; Pur. +18%/Refi +93% Y... PDF FAF 12/11/2020
First Look: Robust Origination Activity Helps CLGX Boost 2020 & 2021 Gu... PDF CLGX 12/11/2020
Mid-Day Research Summary PDF 12/11/2020
Morning Research Summary PDF 12/11/2020
Packaging Corp's 27% Dividend Hike PDF PKG 12/11/2020
Raising Top-Line Estimates and Target Price as Growth Story Remains on Trac... PDF PHR 12/11/2020
Stephens Weekly Rail Update (Ended 12/5/20) PDF 12/11/2020
Weekly Fuel Report (12/11/20) PDF 12/11/2020
Afternoon Research Summary PDF 12/10/2020
CRMT: Model Maintenance PDF CRMT 12/10/2020
F2Q21 Preview: With Easy Money Made...What's Next For Fedex? PDF FDX 12/10/2020
First Look: ASO Reports 3Q20 Beat PDF ASO 12/10/2020
GM Financial Applying For Bank Charter: Positive For Open Lending PDF 12/10/2020
Initiating Equal-Weight/Vol.: Quality Growth Franchise With Premium Valuati... PDF COF 12/10/2020
Mid-Day Research Summary PDF 12/10/2020
More Positive LPRO Following Disciplined Secondary Offering, $37.5m Buyback... PDF LPRO 12/10/2020
Morning Research Summary PDF 12/10/2020
New CEO Perfect Fit For The Future Of 8x8; Raising PT to $30; Reiterate OW PDF EGHT 12/10/2020
PRG: Model Maintenance Post-Split PDF PRG 12/10/2020
SBUX Investor Day Recap PDF SBUX 12/10/2020
Stephens Monthly Rail Update – December 2020 PDF 12/10/2020
THC Shifts Back to Offense on Growth w/ Compelling ASC Deal; Raise TP to $4... PDF THC 12/10/2020
The Best Is Yet To Come PDF DXCM 12/10/2020
Updated Thoughts and Estimates, Reiterate OW-Vol./PT to $13 PDF CDMO 12/10/2020
Updating Estimates for Branch Deal and FHLB Extinguishment - Remain O/W PDF ISBC 12/10/2020
1st Look: DOJ Investigation Closed W/o Enforcement; Buy On Removed Overhang... PDF FICO 12/09/2020
1st Look: KKR Selling; Think Expected; Buy Any Weakness On 7%-9% Growth Out... PDF FISV 12/09/2020
Afternoon Research Summary PDF 12/09/2020
Announces Acquisition of NonstopDelivery; Establishes Presence in Last Mile... PDF HUBG 12/09/2020
Automotive Retail Industry Rankings 3Q20 PDF 12/09/2020
AZO Reports 1Q21 Beat; Share Gains Continue, NT Margins Come Down; Reit. OW... PDF AZO 12/09/2020
Bal. Sheet Analysis: If Mkt. Doesn’t Give Credit for SSS, Buybacks Co... PDF 12/09/2020
CASY Reports 2Q21; Updating Estimates; Reiterate Rating & PT PDF CASY 12/09/2020
CMS Offers Details of New Geographic Direct Contracting Model for Medicare ... PDF 12/09/2020
EHC Exploring Options to Monetize Home Health and Hospice Biz; Raise TP to ... PDF EHC 12/09/2020
F3Q EPS Beat; SSS Drop on Tighter Underwriting; F22 Outlook Improving PDF CONN 12/09/2020
First Look: HUBG Announces Acquisition of Last Mile Provider PDF HUBG 12/09/2020
First Look: Takeout Rumor PDF OMCL 12/09/2020
HIX AEP 2021 Tracker; Mix of New Consumer Sign-Ups Improves Notably in Week... PDF 12/09/2020
Investor Day Takeaways PDF ANDE 12/09/2020
Investor Day: ~8% Rev & ~18% EPS Growth, $13 Bil. FCF Thru '23; Nice '2... PDF FISV 12/09/2020
Lowering Target To Reflect Recent Equity Dilution; Liquidity Position Enhan... PDF TALO 12/09/2020
Mid-Day Research Summary PDF 12/09/2020
Morning Research Summary PDF 12/09/2020
NCR 1st Look: PE Makes A Bid For ATM Operator CATM; NCR Read Through; Still... PDF NCR 12/09/2020
Selling International Ops. to Focus on Core Business; JV Formed; PT to $5; ... PDF PRTY 12/09/2020
SPAC Development a Positive; Target Higher on Clearer Outlook PDF CNNE 12/09/2020
Adjusting 4Q20 Outlook Post Ops Update; Our '21 Forecast Largely Unchanged PDF TALO 12/08/2020
Afternoon Research Summary PDF 12/08/2020
First Look at F3Q Beat and Above-the-Street Guidance PDF PHR 12/08/2020
First Look: 4Q Guidance Slightly Worse Than Expected PDF ADS 12/08/2020
First Look: ANDE Hosts 2020 Investor Day PDF ANDE 12/08/2020
First Look: ARCB Mid-4Q20 Update PDF ARCB 12/08/2020
First Look: AZO Reports 1Q21; Comps Beat, 2Q Expenses Raised Though PDF AZO 12/08/2020
First Look: CARR Announces $1.1 Bil. Sale of Remaining Stake in Beijer PDF CARR 12/08/2020
First Look: ESE Announces Planned CFO Transition PDF ESE 12/08/2020
FISV Investor Day 1st Look: Meaningfully Above-Street '20-'22 Guide; Stay L... PDF FISV 12/08/2020
Hard Near-Term Setup in Full-Service; Moving Our Best Idea From DRI to Cash... PDF 12/08/2020
Improved Enterprise Traction/Pipeline Commentary Offers FY22 Upside; Raise ... PDF SMAR 12/08/2020
Mid-Day Research Summary PDF 12/08/2020
Morning Research Summary PDF 12/08/2020
Morning Update: F3Q EPS Tops Est.; SSS Drop (10.9%), Better Than Expected... PDF CONN 12/08/2020
Takes from Expert Call w/Strategic Health Group on MA and Managed Medicaid PDF 12/08/2020
Updated Thoughts and Estimates, Reit. OW-Vol., PT to $20 PDF CDXS 12/08/2020
Weekly Commodity Monitor (12/8/20) PDF 12/08/2020
3Q21 Smartsheet Earnings Preview PDF SMAR 12/07/2020
4Q20 Mid-Quarter Update; No Surprises PDF CMA 12/07/2020
Afternoon Research Summary PDF 12/07/2020
Downgrading to Equal-Weight; Expect Less Growth as Engagement is Tested PDF TDOC 12/07/2020
Final Reminder: Call - Outlook for Medicare Advantage and Managed Medicaid ... PDF 12/07/2020
First Look: CASY Reports 2Q21 PDF CASY 12/07/2020
First Look: Favorable Development; First SPAC Underway + Upsized Involvemen... PDF CNNE 12/07/2020
First Look: SMAR 3Q21 Earnings; Solid Rebound Sets-up For An Improved FY22 PDF SMAR 12/07/2020
Mid-Day Research Summary PDF 12/07/2020
Morning Research Summary PDF 12/07/2020
Restaurant Weekly: 12/7 PDF 12/07/2020
Stronger for Longer: Own Both PZZA and DPZ PDF 12/07/2020
U.S. Tracking In-Line; Franchisee Tensions; IOM Headwinds; Full P/E; Going ... PDF MCD 12/07/2020
Update Call: 4Q Rev/Profit & '21 Rev Outlook > Street On '21 Trends ... PDF EFX 12/07/2020
Updating Oil Outlook + Sector Positioning Post OPEC+ Meeting; Remain Net Lo... PDF 12/07/2020
WBS Announces Branch Closure Plan - Thoughts and Updated Estimates PDF WBS 12/07/2020
Weekly Reader: BLFS, BRKS, CERS, CYRX, NEO PDF 12/07/2020
3Q SSS, EPS Beats; SSS Decel. in Oct/Nov; LT Story Intact; Remain OW PDF OLLI 12/04/2020
4Q20 NYC Multi-Family and CRE Trends, Themes and Thoughts PDF 12/04/2020
Afternoon Research Summary PDF 12/04/2020
Announces 15% Consolidation of Branch Network - Raising Estimates PDF FMBH 12/04/2020
ASO 3Q20 Earnings Preview; Positioned Well, Investor Focus on '21; Reiterat... PDF ASO 12/04/2020
Building Materials Valuation Table PDF 12/04/2020
Capital One Leapfrogs CIT To Set Another Savings Rate Low: Deposit Rate Tra... PDF 12/04/2020
Downgrading to Equal-Weight; At Price Target With Deepening Non-Res Decline... PDF GMS 12/04/2020
Feeling Better About the Health of the Midwest Farmer; What Banks May Benef... PDF 12/04/2020
First Look at FAST November 2020 Sales PDF FAST 12/04/2020
KR Reports 3Q20; Revising Estimates & PT; Maintaining Rating PDF KR 12/04/2020
Mid-Day Research Summary PDF 12/04/2020
Morning Research Summary PDF 12/04/2020
NCR Investor Day: '24 Outlook Includes ~$650 mil. FCF, ~5% Rev Growth CAGR PDF NCR 12/04/2020
Railcars in Storage: December Report PDF 12/04/2020
Reiterate O Rating & Increasing Estimates PDF COO 12/04/2020
Stephens Weekly Rail Update (Ended 11/28/20) PDF 12/04/2020
Takeaways From Our Fireside Chat; Secular Upmarket Cloud CC Transition Unde... PDF FIVN 12/04/2020
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