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
Weekly Fuel Report (12/4/20) PDF 12/04/2020
2021 Medicare OPPS Update Finalized at +2.4%; Slightly Below Proposed +2.6%... PDF 12/03/2020
Afternoon Research Summary PDF 12/03/2020
First Look at GMS F2Q21 Earnings; Slightly Better Than Expected PDF GMS 12/03/2020
First Look: Adding Scale to Texas With National United Acquisition PDF BXS 12/03/2020
First Look: CGNX Declares Special Cash Dividend of $2.00/share PDF CGNX 12/03/2020
First Look: COO Reports Above Consensus Fiscal 4Q, 1Q21 Guidance Conservati... PDF COO 12/03/2020
First Look: KR Reports 3Q20 PDF KR 12/03/2020
First Look: ODFL Mid-4Q Update PDF ODFL 12/03/2020
Fiscal 3Q21 Beat From Combination of Revenue & Margin Upside; Reiterate... PDF DSGX 12/03/2020
HIX AEP 2021 Tracker; Thanksgiving Holiday Slows Enrollment Activity in Wee... PDF 12/03/2020
IP Spin Will Create Immediate Value in Mid-2021 PDF IP 12/03/2020
ISBC Announces Bolt-on Branch Deal and FHLB Extinguishment - Quick Thoughts... PDF ISBC 12/03/2020
Mid-Day Research Summary PDF 12/03/2020
Morning Research Summary PDF 12/03/2020
The Holy Grail - 2020 PDF 12/03/2020
1st Look: Starboard Urges Sale; Upgrading To OW, $44 Buyout Tgt W/Synergies... PDF ACIW 12/02/2020
5-Year Plan Targets $20 Bil. in Revs, Op. Leverage; Clicklane Introduced; O... PDF ABG 12/02/2020
Adjusting Estimates After Another Beat & Raise; NT Investments for LT G... PDF VEEV 12/02/2020
Afternoon Research Summary PDF 12/02/2020
CRM/Slack Announce $27.7 Bil. Acq.; 3Q21 Print Shows Momentum Ahead; DG to ... PDF WORK 12/02/2020
ENSG Announces New Turnaround SNF Acquisition; Accretive to 2021 Earnings PDF ENSG 12/02/2020
ENVA Call Takeaways: Primed For Growth, For When Demand Returns PDF ENVA 12/02/2020
First Look at Fiscal 3Q21 Results: Revenue & Adj. EBITDA Beat PDF DSGX 12/02/2020
First Look: BLKB's Updated Targets Provide Helpful Clarity for Investors PDF BLKB 12/02/2020
First Look: November Preliminary Class 8 Orders PDF 12/02/2020
First Look: SAIA Mid-4Q Update PDF SAIA 12/02/2020
Mid-Day Research Summary PDF 12/02/2020
Morning Research Summary PDF 12/02/2020
Stephens Inc. Real Estate Services Valuation Tables PDF 12/02/2020
UNH Inv. Day Recap; Key L-T Growth Drivers Remain Intact in 2021; TP to $38... PDF UNH 12/02/2020
XPO Announces Tax-Free Spin-Off Of Logistics Segment PDF XPO 12/02/2020
1st Look: Ecom/X-Border Improve Thru Nov But Tougher Lockdown-Related U.S. ... PDF V 12/01/2020
1st Look: FTC Blocks CSGP/RentPath; Other Inorganic & Organic Opps Keep... PDF CSGP 12/01/2020
Afternoon Research Summary PDF 12/01/2020
FDA Approves CERS's INTERCEPT for Cryoprecipitate PDF CERS 12/01/2020
First Look at F3Q Beat & Above-the-Street Guide PDF VEEV 12/01/2020
First Look: BSX Continues BTG Related Divestitures PDF BSX 12/01/2020
LAD Expands Presence in Iowa; Adds $100 Mil. in Annual Revenues; OW PDF LAD 12/01/2020
Mid-Day Research Summary PDF 12/01/2020
Morning Research Summary PDF 12/01/2020
October '20 Texas Cement Shipments Up 10% YoY, Up 15% YoY On Same-Day Basis... PDF 12/01/2020
Outwit, Outplay, Outlast; Can Zoom Survive Vs. Tough Competition/Comps in F... PDF ZM 12/01/2020
The Newest e-Butcher on the Block: A Deep Dive on TXRH's Retail Opportunity... PDF TXRH 12/01/2020
UNH Bumps 2020 EPS & Issues 2021 Revs, EPS & CFFO Guide Ahead of In... PDF UNH 12/01/2020
Weekly Commodity Monitor (12/1/20) PDF 12/01/2020
3Q21 Zoom Earnings Preview PDF ZM 11/30/2020
Aaron's Stand-Alone Estimates And Rating: Equal-Weight/Vol., $27 Target Pri... PDF AAN 11/30/2020
Afternoon Research Summary PDF 11/30/2020
CMS Announces Enhanced Regulatory Flexibility for Hospital at Home Model PDF 11/30/2020
First Look: KNX Reloads On Buyback Plan PDF KNX 11/30/2020
First Look: October PHS Point Towards Three Straight Months of >20% YOY ... PDF 11/30/2020
First Look: Solid Print But 3Q Revenue Just Misses Elevated Expectations PDF ZM 11/30/2020
First Look: Steven Benrubi Taking Reins as CFO; Koji Shinohara Stepping Dow... PDF KRUS 11/30/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 11/30/2020
HIX 2021 Tracker; Renewals Remain Main Driver of Sign-Ups Through Week 3 PDF 11/30/2020
Mid-Day Research Summary PDF 11/30/2020
Morning Research Summary PDF 11/30/2020
New Online Savings Rate Low Set By CIT: Deposit Rate Tracker PDF 11/30/2020
Positive Reaction to BBVA-USA Deal; Lowering Rating to Equal-Weight PDF PNC 11/30/2020
Progressive Stand-Alone Estimates And Ratings: Overweight/Vol. $68 Target P... PDF PRG 11/30/2020
Raising to OW; Recovery in Payments and Expense Strategy Provide EPS Confid... PDF USB 11/30/2020
Restaurant Weekly: 11/30 PDF 11/30/2020
Stephens Monthly Real Estate Update - November 2020 PDF 11/30/2020
Super Regional Banks: Is HSBC Following BBVA's Path to Exit U.S.? PDF 11/30/2020
Weekly Fuel Report (11/30/20) PDF 11/30/2020
Weekly Reader: BLFS, BRKS, CERS, CTLT, CYRX, RGEN, TECH PDF 11/30/2020
Black Friday Shopping - Communications SaaS M&A Deals We Would Like To ... PDF 11/27/2020
Increasing 2021E EPS By 2% Following Sale Lease-Back With Alaska Airlines PDF AL 11/27/2020
Mid-Day Research Summary PDF 11/27/2020
Morning Research Summary PDF 11/27/2020
Stephens Weekly Rail Update (Ended 11/21/20) PDF 11/27/2020
Afternoon Research Summary PDF 11/25/2020
Downgrading WSBC and FNB to Equal-Weight PDF 11/25/2020
First Look: Slack Shares Higher After WSJ Report on Potential CRM Acq. Talk... PDF WORK 11/25/2020
Morning Research Summary PDF 11/25/2020
UNH Conf. Preview: The Big Show Goes Virtual for 2020 - SLIDES ATTACHED PDF UNH 11/25/2020
Afternoon Research Summary PDF 11/24/2020
AM Update: F3Q EPS Top Ests; Revs Flat, Beat, SG&A Narrows; Guide Rais... PDF TITN 11/24/2020
F3Q EPS Top Ests; Revs Flat, Beat, SG&A Narrows; Raising PT to $20; EW PDF TITN 11/24/2020
First Look: ELY Files S-4; More Details on Pro Forma Outlook PDF ELY 11/24/2020
First Look: HRL Reports 4Q20 PDF HRL 11/24/2020
HRL Reports 4Q20; Revising Estimates; Reiterating EW Rating & PT PDF HRL 11/24/2020
Mid-Day Research Summary PDF 11/24/2020
Morning Research Summary PDF 11/24/2020
Mosaic: Preliminary Determination Another Positive for the Stock PDF MOS 11/24/2020
STARTING IN 1 HR | Talking CDP w/ mParticle CEO/Founder Michael Katz | 2pm ... PDF 11/24/2020
Weekly Commodity Monitor (11/24/20) PDF 11/24/2020
World Pulp Statistics - October 2020 PDF 11/24/2020
2020 ALGN Investor Day PDF ALGN 11/23/2020
2020 Stephens Conference Takeaways: Ad-Tech PDF 11/23/2020
2020 Stephens Conference Takeaways: EEMI & Distribution PDF 11/23/2020
2020 Stephens Conference Takeaways: Oilfield Services PDF 11/23/2020
Afternoon Research Summary PDF 11/23/2020
CF Industries: Upgrade to Overweight, Raising PT to $44 PDF CF 11/23/2020
CSGP Buys Homesnap: Enters Resi Mkt W/Zillow Comp; Good Deal But New Direct... PDF CSGP 11/23/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 11/23/2020
ICL: Reducing to Equal-Weight, Lowering PT to $5.50 from $7 PDF ICL 11/23/2020
Impressive Top Line Even Stronger Post-COVID : Stephens Fireside Chat Takea... PDF CRMT 11/23/2020
Media Names Paying Down Debt; Easy Comps in 2H21 PDF 11/23/2020
Mid-Day Research Summary PDF 11/23/2020
Morning Research Summary PDF 11/23/2020
NASH 2020: Food Innovation, Safety, and Ingredient Growth PDF 11/23/2020
Nash 2020: Paper and Wood Recap - E-commerce and Housing Confidence PDF 11/23/2020
NASH2020 Conference Recap PDF 11/23/2020
North American Rig Count + Market Share Moving Higher; Reiterate OW PDF HP 11/23/2020
Reiterate O/V Rating and $14 12-Month Price Target PDF SDC 11/23/2020
Sensient Announces Sale of Fragrances Business PDF SXT 11/23/2020
Stephens 2020 Conference Takeaways - Auto Retail PDF 11/23/2020
Stephens 2020 Conference Takeaways - BOOT PDF BOOT 11/23/2020
Stephens 2020 Conference Takeaways - CWH PDF CWH 11/23/2020
Stephens 2020 Conference Takeaways - FND PDF FND 11/23/2020
Stephens 2020 Conference Takeaways - PRTY PDF PRTY 11/23/2020
Stephens Annual Investment Conference Recap - Healthcare Services PDF 11/23/2020
Stephens Fall Conference Recap: Healthcare IT PDF 11/23/2020
Stephens Fall Conference Takeaways - Payments, Bank Tech, and Data Companie... PDF 11/23/2020
Stephens Nashville Conference Takeaways: Retail/Broadlines PDF 11/23/2020
Stephens Nashville Virtual Conference Takeaways - Software PDF 11/23/2020
Talking CDP with mParticle CEO/Founder Michael Katz | TOMORROW | 2:00pm ET/... PDF 11/23/2020
To Note: Lock Up Period Expiring On December 7th For 47% Of Stock PDF LPRO 11/23/2020
Trump HHS Releases Final Salvo of Drug Pricing Torpedoes at HC Industry PDF 11/23/2020
Upcoming Expert Call - Outlook for Medicare Advantage and Managed Medicaid ... PDF 11/23/2020
Updated LS Tools/Diagnostics Thoughts Post 3Q EPS and Stephens Conference PDF 11/23/2020
2020 Stephens Conference Takeaways: Rails & Transportation Equipment Su... PDF 11/20/2020
2020 Stephens Fall Conference Takeaways: Airfreight and Surface Transportat... PDF 11/20/2020
2020 Stephens Nashville Conference Highlights PDF 11/20/2020
Afternoon Research Summary PDF 11/20/2020
Analyst Call Takeaways: Neutral/Slightly More Positive PRG, More Cautious ... PDF AAN 11/20/2020
Banks: Takeaways From the Stephens Annual Investment Conference PDF 11/20/2020
CPRT Reports 1Q21; Revising Estimates; Maintain EW Rating & PT PDF CPRT 11/20/2020
E&P + Mineral/Royalty: Stephens 2020 Virtual Investment Conference Take... PDF 11/20/2020
F4Q20 BECN Earnings Recap; Adjusting Estimates, PT to $41 & Reiterate E... PDF BECN 11/20/2020
First Look: FAST Announces $0.40/Share Special Cash Dividend PDF FAST 11/20/2020
GS Moves From High To Low End Of Savings Rates: Deposit Rate Tracker PDF 11/20/2020
HIX 2021 Tracker; More Active Early Renewals Continue in Week 2 of AEP PDF 11/20/2020
Latest Industry Views and Takeaways From the 2020 Stephens Investment Conf.... PDF 11/20/2020
Mid-Day Research Summary PDF 11/20/2020
Morning Research Summary PDF 11/20/2020
Multi-Segment Platform Shines Despite Pandemic; Reiterate OW PDF ESE 11/20/2020
NASH 2020 Building Materials Recap: Resi & Public Demand Growth, M&... PDF 11/20/2020
Stephens Nashville Virtual Conference Takeaways - Real Estate Services PDF 11/20/2020
Stephens Weekly Rail Update (Ended 11/14/20) PDF 11/20/2020
Weekly Fuel Report (11/20/20) PDF 11/20/2020
Clarifying Growth Story Cadence After Stephens Fireside Chat PDF LPRO 11/19/2020
Confident In 23% Above-Consensus 2021E EPS: Stephens Conference Takeaways PDF ALLY 11/19/2020
First Look: 7 New Pilot Programs Show Early Wins, Take Share From Competito... PDF RCII 11/19/2020
First Look: AAN And PROG Guidance Inline; Sell-Side Analyst Calls Today PDF AAN 11/19/2020
First Look: October EHS Spike +26.6% YOY; The Surge Continues PDF 11/19/2020
FISV 1st Look: Announces 60 mil. Share Repurchase Authorization PDF FISV 11/19/2020
Investor Day Recap: An Enhanced Focus on Improving Returns & Cash Flow PDF TRN 11/19/2020
Mid-Day Research Summary PDF 11/19/2020
Morning Research Summary PDF 11/19/2020
October Monthly Data In Line With Our 4Q20E EPS 6% Above Consensus PDF OMF 11/19/2020
Take a Walk on the Wild Side - Part II: A Day in NYC in Photographs PDF 11/19/2020
Adjusting Estimates and Price Target Following BBVA-USA Deal PDF PNC 11/18/2020
Afternoon Research Summary PDF 11/18/2020
First Look: CPRT Reports 1Q21 Beat PDF CPRT 11/18/2020
First Look: Key Surgical Acquisition Closes, Accretion Targets Raised PDF STE 11/18/2020
First Look: MUSA Provides Update On Business Ahead Of Stephens Conference PDF MUSA 11/18/2020
Focus On Private Student Lending, Capital Return: Stephens Conference Takea... PDF SLM 11/18/2020
Getting More Confident In A Return To "Normal": Stephens Conference Takeawa... PDF FCFS 11/18/2020
Key Takeaways from Stephens Hosted Virtual Investor HQ "Visit" to Cigna PDF CI 11/18/2020
Long Term Recovery With Near-Term Green Shoots: Stephens Conference Takeawa... PDF AXP 11/18/2020
Mid-Day Research Summary PDF 11/18/2020
Morning Research Summary PDF 11/18/2020
MSM Declares $3.50/share Special Dividend; Raising Price Target, Maintainin... PDF MSM 11/18/2020
NEX/NOV Partner on E-frac Field Test PDF 11/18/2020
Not Worried About Politics, Growth Achievable: Stephens Conference Takeaway... PDF NAVI 11/18/2020
Organic And Acquisition Growth Opportunities: Stephens Fireside Chat Takeaw... PDF FRG 11/18/2020
Primed For Growth, When Demand Returns: Stephens Conference Takeaways PDF CURO 11/18/2020
Private Ecommerce Payments Company BlueSnap - Stephens Conference Takeaways... PDF 11/18/2020
Target To $154: F2022E Earnings Comes One Year Early; Reiterate Auto Top Pi... PDF CRMT 11/18/2020
Updating AUB Estimates For Borrowings Prepay & Additional Branch Cuts PDF AUB 11/18/2020
WMT Reports 3Q21; Revising Estimates & PT; Maintaining OW Rating PDF WMT 11/18/2020
3Q20 East Coast Banks Earnings Wrap-Up - Updated Convictions and Price Targ... PDF 11/17/2020
Addressable Market With Digital, New Products: Stephens Fireside Chat Takea... PDF RM 11/17/2020
Afternoon Research Summary PDF 11/17/2020
Containerboard & Boxes - October 2020 PDF 11/17/2020
EXPGY Initial/Call: 2H Beat, Org BFX Ex Housing -4% 1Q To 2% (Better NA/Lat... PDF EXPGY 11/17/2020
FICO New Model Post 4Q: Look Thru Mortgage & Rev Rec Change To Franchis... PDF FICO 11/17/2020
First Look: GCI Liberty Shedding its Entire TREE Stake PDF TREE 11/17/2020
First Look: Updates 4Q Guidance PDF LSTR 11/17/2020
First Look: WMT Reports 3Q21 PDF WMT 11/17/2020
Flexible Set Up For Long-Term Growth: Stephens Fireside Chat Takeaways PDF AL 11/17/2020
Home Health M&A Continues to Fire Up w/ AccentCare-Seasons Hospice Merg... PDF 11/17/2020
LAD Enters Mid-Atlantic Region; Adds $225 Mil. in Premium Luxury Revenue; O... PDF LAD 11/17/2020
Lowering Price Target & Estimates Following LOTUS Portfolio Discontinua... PDF BSX 11/17/2020
Medi-Cal PBA Full Launch Delayed 90 Days (to 4/1/21) Due to COVID PHE PDF MGLN 11/17/2020
MGLN - Takeaways from Stephens 2020 Virtual NASH Conference PDF MGLN 11/17/2020
Mid-Day Research Summary PDF 11/17/2020
Morning Research Summary PDF 11/17/2020
Paperboard - October 2020 PDF 11/17/2020
Positive Outlook For 2021 And Beyond: Stephens Fireside Chat Takeaways PDF RCII 11/17/2020
Printing & Writing - October 2020 PDF 11/17/2020
Reiterate O/V Rating & $14 Price Target PDF SDC 11/17/2020
Significant Near-Term Growth, Long-Term TAM: Stephens Fireside Chat Takeawa... PDF LPRO 11/17/2020
The Demand Is There; Just Need Capacity; Off-Premise Ramp Helps in the Mean... PDF KRUS 11/17/2020
TSN Reports 4Q20; Revising Estimates; Maintain Rating & PT PDF TSN 11/17/2020
UHS - Takeaways from Stephens 2020 Virtual NASH Conference PDF UHS 11/17/2020
Upcoming Expert Call - Outlook for Medicare Advantage and Managed Medicaid ... PDF 11/17/2020
Weekly Commodity Monitor (11/17/20) PDF 11/17/2020
Westlake Update: Auto Loans Slow In Oct/Nov: Stephens Fireside Chat Takeawa... PDF 11/17/2020
3Q20 Recap: Updated Sector Thoughts, Estimates, Targets + Upgrading RRC to ... PDF 11/16/2020
Acquisition Pace Continues to Ramp; Adds RV Dealership in Fargo, ND; OW PDF CWH 11/16/2020
Adjusting Forecast for Preliminary Results of MDT; Increasing PT to $27 PDF HTH 11/16/2020
Afternoon Research Summary PDF 11/16/2020
Buying BBVA USA Bancshares for $11.6 bil. PDF PNC 11/16/2020
CSGP 3Q Final/Model: Growth Resilience Despite CRE Trends = Franchise Quali... PDF CSGP 11/16/2020
First Look at KRUS F4Q20 Earnings PDF KRUS 11/16/2020
First Look: 30% Consensus Beat; Strong Top- And Bottom-Line Growth Continue... PDF CRMT 11/16/2020
First Look: 3Q Revenue ~15% Above Consensus, Adj. EBITDA Profitability Achi... PDF SDC 11/16/2020
First Look: SM Borrowing Base Reaffirmed, Announces Co-Development of Six W... PDF SM 11/16/2020
First Look: TSN Reports 4Q20 PDF TSN 11/16/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 11/16/2020
IPI 3Q20: Just the Outlook PDF IPI 11/16/2020
Lending Balances And Net Losses In October Continue To Be Better Than Expec... PDF SYF 11/16/2020
Loan Balances Continue To Temper In October, NCOs Start To Tick Higher PDF DFS 11/16/2020
Losses And Recoveries Continue To Be Exceptional In October PDF SC 11/16/2020
Mid-Day Research Summary PDF 11/16/2020
Morning Research Summary PDF 11/16/2020
Mosaic October Update: P Up, Brazil Okay, K Marginally Better PDF MOS 11/16/2020
October Loan Volumes Continue To Show Slight Month/Month Improvement PDF AXP 11/16/2020
October Similar To September For Alliance Data; Expect More Lift In Novembe... PDF ADS 11/16/2020
Read Throughs to Distributors from HD Supply Takeout PDF 11/16/2020
Restaurant Weekly: 11/16 PDF 11/16/2020
Resuming Coverage With an Overweight Rating and $62 Price Target PDF PNFP 11/16/2020
September Headcount Data for the U.S. Rails PDF 11/16/2020
Super Regional Banks: Response and Reaction to PNC / BBVA-USA PDF 11/16/2020
Topgolf Analyst Day Recap; LT Value Underappreciated, But NT Questions Rema... PDF ELY 11/16/2020
Weekly: BRKS, CTLT, CYRX PDF 11/16/2020
"It's Just Sliders & Pies" Being Tested in TX, CA, FL, NY; Looks Promis... PDF EAT 11/13/2020
10Q Provides Incremental Details of Cap Raise; Updating Forecast; Maintain ... PDF TSC 11/13/2020
3Q Earnings & 10-Q Review: Increasing Estimates & PT; Maintain Equa... PDF UBSI 11/13/2020
3Q Earnings/10-Q Review: Increasing Estimates and Price Target PDF HBMD 11/13/2020
3Q Earnings/10-Q Review: Increasing Estimates and Price Target PDF SASR 11/13/2020
3Q Final: X-Border/Restaurant/Issuing Improving; MBP/DigitalOne Acceleratin... PDF FIS 11/13/2020
3Q20 Broadcast TV Recap PDF 11/13/2020
ADS: Minor Model Maintenance PDF ADS 11/13/2020
Afternoon Research Summary PDF 11/13/2020
Enhanced Secular Growth Drivers & Sizable Buying Power; Upgrading to OW... PDF DSGX 11/13/2020
F4Q20 and 2021 Adj. EBITDA Guide Below on Direct COVID Costs. Buy Opportuni... PDF GFF 11/13/2020
FTC Sues to Block THC's Planned Sale of Two Memphis Hospitals for ~$350 Mil... PDF THC 11/13/2020
GPN Final: Better Merchant Trends, Strong Issuing Wins/Tech Upgrade, Repos ... PDF GPN 11/13/2020
HIX 2021 Tracker; Early Renewals Driving Start to AEP; Stay Focused on Acui... PDF 11/13/2020
HSD Progress But FCF Questions Remain; Maintain EW; PT from $6 to $7 PDF WOW 11/13/2020
Making Progress but More Wood to Chop on the ROA Front - Maintain EW PDF FULT 11/13/2020
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