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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
Updating Estimates Following 1Q20 Earnings PDF SM 04/30/2020
Updating Our Model Post 1Q20 Earnings PDF WHD 04/30/2020
V 1st Look: 2Q Beat; US/X-Border Bit Better Than MA (Partly B/c Later In Mo... PDF V 04/30/2020
V 2Q Call: Flat FY2H Costs; Truist Win; Repo Still, X-Border Ex T&E >... PDF V 04/30/2020
1Q20 1st Look: Across-The-Board PPNR Beat; ACL Covers Severely Adverse Scen... PDF UMBF 04/29/2020
1Q20 Adj. EPS Beat; Keeps Reinforcing Self-Help Cost Improvement Story Via ... PDF NSC 04/29/2020
1Q20 EPS Wrap: Core Growth Trends Remain Fully Intact; Raise Ests & TP PDF HUM 04/29/2020
1Q20 EPS Wrap: Taking Ests Up Slightly on Constructive IRF Update PDF EHC 04/29/2020
1Q20 Initial: Solid 1Q Print Across All Metrics; 2020 Adjusted EPS Maintain... PDF ANTM 04/29/2020
1Q20 Initial: Strong 1Q Revs / EPS Beat; Raises MA Growth; Maintains 2020 E... PDF HUM 04/29/2020
1Q20 Miss From COVID-19; A Long Road Ahead for Leverage & Return Improv... PDF R 04/29/2020
1Q20 Results and Loan/Credit Disclosures Support OW Rating PDF BUSE 04/29/2020
1Q20 Wrap: Balanced Business Mix Positions ANTM Well for Unclear Macro Outl... PDF ANTM 04/29/2020
1st Look 1Q20: Goodwill Write-Downs Drive Headline; Core PPNR Trends Stable... PDF CADE 04/29/2020
Afternoon Research Summary PDF 04/29/2020
Business Holding Up Well & Set To Benefit From Coming Market Consolidat... PDF WERN 04/29/2020
Capital and Reserve Build Likely in Near Term PDF CADE 04/29/2020
CSGP Final: Even W/"Long U" Recovery/Low Est, Own CSGP B/c Better After C-1... PDF CSGP 04/29/2020
DEFNOVA On Track: Reiterate OW on Funding And Portfolio Turnover Into 2H20 PDF ENVA 04/29/2020
Enough Capital for a Severe Scenario but Still Many Near-Term Variables PDF SC 04/29/2020
FCF to Remain Positive as Cost-Out Comes Into Sharper Focus; Reiterate EW PDF NOV 04/29/2020
FICO 1st Look: Scores Beat; B2B Scores/Software Higher Risk; Withdrew Guida... PDF FICO 04/29/2020
FICO 2Q Call: Some Recession Risk; Think Co Protects Profit; Price Helps Re... PDF FICO 04/29/2020
First Look at 1Q20 Adj. EPS Beat; 2020 Revenue & OR Guidance Withdrawn PDF NSC 04/29/2020
First Look at 1Q20 Adj. EPS Miss; Backlog Declines 15% Sequentially PDF TRN 04/29/2020
First Look at 1Q20 Adj. EPS Miss; Guidance Withdrawn & Capex Plan Lower... PDF R 04/29/2020
First Look at 1Q20 Results: Credit and Core Profitability Remain Stable PDF PB 04/29/2020
First Look at SUM 1Q20 Earnings; Beat & Withdraws Guide PDF SUM 04/29/2020
First Look- PPNR Miss as NIM Expansion Disappoints- EPS Bolstered by Tax It... PDF NYCB 04/29/2020
First Look: ADM Reports 1Q20 PDF ADM 04/29/2020
First Look: As Advertised PDF BSX 04/29/2020
First Look: BUSE 1Q20 Results PDF BUSE 04/29/2020
First Look: CY20 Guidance Withdrawn as 1Q Falls Below Consensus PDF ALGN 04/29/2020
First Look: Investment in Stash Moves TREE Closer to Consumer Assets PDF TREE 04/29/2020
First Look: Just Breethe, ABMD Acquires Late-Stage ECMO Developmental Offer... PDF ABMD 04/29/2020
First Look: March Pending Home Sales Provide a Flavor of What's Ahead PDF 04/29/2020
First Look: PPC Reports 1Q20 PDF PPC 04/29/2020
First Look: Reports 1Q Beat Driven By Strong Expense Leverage PDF SAIA 04/29/2020
First Look: RES Provides 1Q20 Highlights; Delays Earnings Release/Conf. Cal... PDF RES 04/29/2020
First Look: SMP Reports 1Q20 PDF SMP 04/29/2020
Increasing Price Target & Estimates as CGM Represents Durable Opportuni... PDF DXCM 04/29/2020
Increasing Price Target to $45; Long-Term Thesis Remains Very Much On-Track... PDF BSX 04/29/2020
Limited April Commentary Lets Market Assume The Worst PDF CHRW 04/29/2020
MA 1Q 1st Look: US April Vols Better; Cross-Border Vols Still Down; Ecom St... PDF MA 04/29/2020
MA 1Q Call: Cross Border Better Than Feared; See Strong Post-Virus Position... PDF MA 04/29/2020
Mid-Day Research Summary PDF 04/29/2020
Mix Shift To B2C Accelerating, But That's Not Good For Profitability; Reit ... PDF UPS 04/29/2020
Morning Research Summary PDF 04/29/2020
Morning Update: 1Q Tops Ests. Despite COVID-19 Disruption in March PDF SAH 04/29/2020
NAVI: CEO Virtual NDR And Group Call On May 6: Please Register PDF 04/29/2020
NEO 1Q20 Wrap: Reiterate OW-Vol./$33 PT PDF NEO 04/29/2020
RCII: CEO And CFO Virtual NDR And Group Call On May 13: Please Register PDF 04/29/2020
Refreshing Our Merger Model Post-1Q20 Earnings PDF CHX 04/29/2020
Reports Good 1Q...April Trends Better Than Feared PDF SAIA 04/29/2020
Some Quick Math on COVID-19 Vaccine Opportunity PDF CTLT 04/29/2020
Uncertainty Around the Shape of the U.S. Recovery Keeps Us on the Sidelines... PDF SBUX 04/29/2020
Upgrade to OW: Solid Deposit Franchise and Credit Profile Trading at Discou... PDF AMNB 04/29/2020
With Capital/Credit In Focus, PB Shines Bright; Increasing PT $66 PDF PB 04/29/2020
1Q Glance - PPNR Miss – Negatives in Plain Sight While Positives in t... PDF STL 04/28/2020
1Q20 1st Look: NIM & Mortgage Drive PPNR Beat, Expenses Elevated PDF BANR 04/28/2020
1Q20 1st Look: Solid NIM Performance and Expenses Drive PPNR Beat PDF CBSH 04/28/2020
1Q20 Adjusted EPS Beat; Withdraws 2020 Guidance and 3-Year Targets; Remain ... PDF CNI 04/28/2020
1Q20 EPS Wrap: Vols Down Sharply in March/April But UHS Optimistic on Recov... PDF UHS 04/28/2020
1Q20 First Look: Takes a Big Bath and Builds ACL Ratio to 2.2% PDF HWC 04/28/2020
1Q20 Initial: Headline Metrics Largely In Line w/ Expects; Details on Segme... PDF EHC 04/28/2020
1Q20 Initial: Revs Beat / EPS Miss; 2020 Revs Raised Sharply / EPS Maintain... PDF CNC 04/28/2020
1st Look at 1Q20 Results: Good PPNR Trend; Pending Acquisition Closing on T... PDF BFST 04/28/2020
1st Look at 1Q20: Elevated Op Ex. Drive “REAL” EPS Miss; ACL Ra... PDF RNST 04/28/2020
1st Look at 1Q20: Good PPNR; ACL Ratio Jumps to 1.73%; Add’l Loan Dis... PDF VBTX 04/28/2020
Afternoon Research Summary PDF 04/28/2020
CECL Implementation Delayed; Updating Our Forecast for Reserve Build; Remai... PDF FFIN 04/28/2020
Cloud Communications - First Quarter Preview Call | Friday | 12:00 pm ET/11... PDF 04/28/2020
CSGP 1Q 1st Look: 1Q Beat; 2Q Guide Beat Denotes Business Quality/Visibilit... PDF CSGP 04/28/2020
CSGP 1Q20 Call: Apts.com Resilient; Marktplace Ad Spend Not As Bad As Feare... PDF CSGP 04/28/2020
Despite 1Q20 MLR Pressure, CNC Remains a Name to Own in Current Environment... PDF CNC 04/28/2020
DORM Reports 1Q20; 1Q Revenue Beats, But Margin Pressures Keep Us EW PDF DORM 04/28/2020
First Look at 1Q20 Results PDF CHX 04/28/2020
First Look at 1Q20 Results PDF NOV 04/28/2020
First Look at SBUX F2Q20 Earnings PDF SBUX 04/28/2020
First Look: 1Q PPNR Beat Driven by Better Expenses PDF AUB 04/28/2020
First Look: Earnings Call Postponed Due To Technical Issue PDF SC 04/28/2020
First Look: Favorable Relative Operating Momentum As 1Q Exceeds Consensus PDF DXCM 04/28/2020
First Look: Inline Reserves, Better Credit And 1Q20 Earnings, Excellent Fun... PDF OMF 04/28/2020
First Look: Losses And Credit Reserves Not As High, NIM Miss Offset By Expe... PDF SC 04/28/2020
First Look: NEO 1Q20 Results PDF NEO 04/28/2020
First Look: Reports 1Q20 Adj. EPS Beat, Updates FY Outlook PDF WERN 04/28/2020
First Look: Reports 1Q20 Miss, Does Not Provide April MTD Comments PDF CHRW 04/28/2020
First Look: Reports 1Q20 Miss, Withdraws FY20 Guide & Suspends Buybacks... PDF UPS 04/28/2020
First Look: Solid 1Q Results Driven by Expense Reductions PDF WSFS 04/28/2020
First Look: TBK Lands Top 10 Broker on Payments Platform PDF TBK 04/28/2020
First Look: TCF 1Q20 Results PDF TCF 04/28/2020
Limited Details on Pending MOE; Merger Arb Spread Expands PDF IBTX 04/28/2020
Mid-Day Research Summary PDF 04/28/2020
Morning Research Summary PDF 04/28/2020
Op. “REAL” EPS In-Line in 1Q20; CECL/COVID-19 Results in Elevat... PDF HTLF 04/28/2020
PKG 1Q20: Just the Outlook PDF PKG 04/28/2020
Positive Reaction to 1Q20 Results; Core Conversion Still in 3Q20 PDF TCF 04/28/2020
Reiterate Top Pick During Recession: Ironclad Balance Sheet And Recovery Up... PDF OMF 04/28/2020
Solid PPNR Trends w/ Add'l NII Levers Pulled; Remaining EW on Valuation PDF GBCI 04/28/2020
Takeaways From U.S. Construction Expert Call with Ken Simonson (AGC) PDF 04/28/2020
TUNE IN; Electrical Equipment/Multi-Industry Upcoming Expert Calls to Consi... PDF 04/28/2020
Updating Estimates Following F2Q20 Results PDF WAFD 04/28/2020
Weekly Commodity Monitor (4/28/20) PDF 04/28/2020
Westlake CFO Expert Call Now May 1st, 12pm ET: Auto Lending April Trends Up... PDF 04/28/2020
WSBC First Look: Lower Fee Income Drives PPNR Miss PDF WSBC 04/28/2020
1Q20 Earnings Preview Addendum: RRC and KRP Updates PDF 04/27/2020
1Q20 Review: PPNR Upside as “REAL” EPS Misses; CECL Delayed PDF LKFN 04/27/2020
1st Look at 1Q20: CECL Delayed; Pending MOE Reaffirmed PDF IBTX 04/27/2020
Afternoon Research Summary PDF 04/27/2020
Amedisys to Acquire AseraCare Hospice for $235 Million PDF AMED 04/27/2020
Credit Profile Should Shine in Uncertain Environment - Maintain EW PDF PBCT 04/27/2020
Credit Remains Stable; Our Updated Forecast Assumes Additional Reserve Buil... PDF OZK 04/27/2020
CSGP 1st Look: Late April Rents OK + Historical '09 LoopNet/Suite Performan... PDF CSGP 04/27/2020
First Look at 1Q20 Adj. EPS Beat; Withdraws 2020 Guidance & 3-Year Targ... PDF CNI 04/27/2020
First Look: Cartus Relo Sale Uncertainty; Lawsuit Now In Play PDF RLGY 04/27/2020
First Look: DORM Reports 1Q20 PDF DORM 04/27/2020
First Look: DXCM Announces Patient Assistance Program PDF DXCM 04/27/2020
First Look: ELY Prelim. 1Q Results: 1Q Softer, International Markets Improv... PDF ELY 04/27/2020
Got Credit Concerns? Buy FNB PDF FNB 04/27/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 04/27/2020
Mid Quarter Look At Lending Exposures, ACL Ratios, and Loan Deferrals PDF 04/27/2020
Mid-Day Research Summary PDF 04/27/2020
Morning Research Summary PDF 04/27/2020
NT Negatively Impacted By Shutdowns, Strength of Bal Sheet & Model Keep... PDF LSTR 04/27/2020
PKG 1Q20 First Look PDF PKG 04/27/2020
Pulling Forward Reserve Builds Following Peer 1Q20 Earnings PDF SC 04/27/2020
Read-throughs To Remaining Earnings: Some Well Reserved, Need More In 2Q20 PDF 04/27/2020
Restaurant Weekly: 4/27 PDF 04/27/2020
SCOTUS Sides with the MCOs in $12 Billion ACA Risk Corridors Case PDF 04/27/2020
Several Rate Cuts With Sallie Mae Setting New Lows: Deposit Rate Tracker PDF 04/27/2020
Super Regional Banks: What We Learned Over the Last Two Weeks PDF 04/27/2020
Takeaways From Conference Call With Management PDF LAD 04/27/2020
THC Amends Credit Agreement Amid C-19; In Line With Prior Liquidity Update PDF THC 04/27/2020
TOWN First Look: Loss on Mortgage Derivatives Drives Miss in Otherwise Soli... PDF TOWN 04/27/2020
UHS 1Q20 Initial: EBITDA & EPS Miss; Suspends Guidance, Buybacks, and D... PDF UHS 04/27/2020
Weekly Reader: BLFS, BRKS, CDMO, CERS, CTLT, CYRX, NEO, OSUR, REPH, RGEN, T... PDF 04/27/2020
1Q20 “REAL” EPS Match Our Forecast Even With Elevated NCOs; Mai... PDF ASB 04/24/2020
1Q20 Beats Lowered Bar; 2020 Guidance Withdrawn on CV-19 Uncertainty; Remai... PDF CTS 04/24/2020
1Q20 Credit Performance Creates Overhang on Valuation; Maintain EW PDF MSBI 04/24/2020
1Q20 Earnings Preview Addendum: MUR and PXD Updates PDF 04/24/2020
1Q20 Industry Railcar Data: Backlog Falls 10% Sequentially PDF 04/24/2020
1st Look at 1Q20 Results: Delays CECL; Discloses Exposure to Vulnerable Sec... PDF FFIN 04/24/2020
1st Look: PPNR Results Strong Across the Board PDF GBCI 04/24/2020
Afternoon Research Summary PDF 04/24/2020
April Update Better Than Feared, Pace Of Recovery Key For Stock From Here PDF ODFL 04/24/2020
Bus Svc Reader: New March/April Vol. Tracker; PYPL Users; AvidXchange Raise... PDF 04/24/2020
Caution On Safe Haven As Rest Of 2020 Likely Still A Challenge PDF AXP 04/24/2020
Choppy Waters Ahead But Degree of Progress Made in 1Q20 is Noteworthy PDF STC 04/24/2020
Credit Comes Into Focus; Reserve Build Likely For Remainder of '20 PDF CFB 04/24/2020
Discloses Preliminary 1Q Miss During Busy Earnings Day & Sr Debt Offeri... PDF XPO 04/24/2020
ESXB First Look: Increased Provision Drives Miss In Otherwise Solid Quarter... PDF ESXB 04/24/2020
F1Q Recap: Performing Admirably in a Tough Environment; Remain OW; Tgt to $... PDF DPZ 04/24/2020
First Look - REAL EPS Beat as NIM, Growth and PPNR Exceed Expectations PDF OCFC 04/24/2020
First Look: MSBI 1Q20 Results PDF MSBI 04/24/2020
First Look: Reserve Build Much Higher Than Expected; 1Q20 Fundamentals OK PDF AXP 04/24/2020
FNF Offers Up the Best Risk/Reward in Title Land; Credit for FGL Not Needed... PDF FNF 04/24/2020
Hunkering Down for Now, But Should Emerge Even Better-Positioned; Reiterate... PDF BOOM 04/24/2020
Mid-Day Research Summary PDF 04/24/2020
Misunderstood Story Offers Value In Stretched Transport Sector; Reiterate O... PDF TFII-CA 04/24/2020
Morning Research Summary PDF 04/24/2020
New Data Show Ambulatory Care Practice Visits Down ~60% Since Mid-March PDF 04/24/2020
ORLY Reports 1Q20; Trough Better Than Feared and Positioned Well for Recove... PDF ORLY 04/24/2020
Stephens Weekly Rail Update (Ended 4/18/20) PDF 04/24/2020
TSCO Reports 1Q20; Strong April Start Suggests Continued Momentum; Reiterat... PDF TSCO 04/24/2020
Updating Our Model Post 1Q20 Earnings PDF PTEN 04/24/2020
Weekly Fuel Report (4/24/20) PDF 04/24/2020
Well Prepared to Navigate the Storm - Adj. Est. and P/T But Remain Overweig... PDF SBNY 04/24/2020
1Q20 Beats; Displaying Power of an Early Stage PSR Model; Reiterate OW PDF UNP 04/23/2020
1Q20 Beats; Prepping for Sizable NT Weakness, But a Well Positioned Busines... PDF RUSHA 04/23/2020
1Q20 EPS Review: Positive PPNR Trends Offset By Stress in Energy Portfolio PDF HBAN 04/23/2020
1Q20 EPS Review; Thesis Plays-Out as Balance Sheet Strength Shines PDF SYBT 04/23/2020
1Q20 First Look - Some Unanswered Questions but Overall There's a Lot to Li... PDF SBNY 04/23/2020
1st Look at 1Q20 Results: REAL EPS Beat; Stable Credit Trends PDF OZK 04/23/2020
ACIW 1st Look: 1Q Pre-Release; Suspends Guide; C-19 Potential Impact Though... PDF ACIW 04/23/2020
Afternoon Research Summary PDF 04/23/2020
AMNB First Look: EPS Beat Driven by Lower Expenses PDF AMNB 04/23/2020
Better Than Expected Sales Trend, Cost Cuts, Drive Ests. Higher; OW PDF LAD 04/23/2020
Changing Best Idea From NBHC to Cash PDF NBHC 04/23/2020
CY1Q Earnings: How Good Will Good Enough Have to Be for Video Game Stocks? PDF 04/23/2020
Echo's Non-Asset Brokerage Model Holding Up Well Despite Slower Freight Mar... PDF ECHO 04/23/2020
Encouraged By 1Q20 Outlook But 2Q20 Likely Still Not A Catalyst PDF DFS 04/23/2020
EXP: Adjusting Estimates for Demand Headwinds, Reiterate OW/V, Target to $6... PDF EXP 04/23/2020
Expert Call: Auto Lending April Trends Update With Westlake CFO PDF 04/23/2020
First Look at 1Q20 Adj. EPS Beat; 2020 Guidance Withdrawn PDF CTS 04/23/2020
First Look at 1Q20 EPS Beat; 2020 Volume / OR Guidance Withdrawn PDF UNP 04/23/2020
First Look at 1Q20 Results PDF PTEN 04/23/2020
First Look At 1Q20 Results PDF ODFL 04/23/2020
First Look at 1Q20 Results; Reserve Strengthening a - / Return to Buybacks ... PDF FAF 04/23/2020
First Look at Domino's F1Q20 Results PDF DPZ 04/23/2020
First Look: 1Q20 Fundamentals Fine; Credit Reserve Build Inline With Peers PDF ADS 04/23/2020
First Look: ADM To Adjust Ethanol Grind In Reaction To Tough Market PDF ADM 04/23/2020
First Look: ASB 1Q20 Results PDF ASB 04/23/2020
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