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Stephens analysts have… Stephens analysts have published their 2023 "Best Ideas" list, naming Knight-Swift (KNX), Casey's General Stores (CASY), Webster Financial (WBS), Black Knight (BKI), Castle Biosciences (CSTL), Crowdstrike (CRWD), ModivCare (MODV), Vulcan Materials (VMC), Academy Sports (ASO), Avid Bioservices (CDMO), Wendy's (WEN), Descartes Systems (DSGX), Old National Bancorp (ONB), Watsco (WSO), Flywire (FLYW), Stellar Bancorp (STEL), Glaukos (GKOS), First Foundation (FFWM) and Vizio (VZIO) to the list. As previously reported, the seven stocks that were carried over on the firm's "Best Ideas" list from 2022 included: Casey's General, Crowdstrike, Glaukos, Vizio, Vulcan Materials, Webster Financial and Wendy's. ShowHide Related Items >><< - 01/03/23
- Watsco board increases quarterly dividend to $2.45 per share
- 10/20/22
- Watsco raises annual dividend 11% to $9.80 per share
- 07/26/22
- Watsco boosts annualized technology spending to $48M
- 07/26/22
- Watsco expects North American HVAC/R demand trends will moderate
- 11/15/22
- Wendy's Central Florida restaurants sourcing renewable energy from Duke Energy
- 11/14/22
- Nelson Peltz's Trian boosts P&G, cuts Ferguson in Q3
- 11/09/22
- Wendy's reports Q3 U.S. same-restaurant sales growth 6.4%
- 11/09/22
- Wendy's reports Q3 U.S. systemwide sales growth of 7.7%
- 12/14/22
- Webster Financial raises prime lending rate to 7.5% from 7%, effective Dec. 15
- 12/05/22
- Webster Financial to acquire interLINK, terms not disclosed
- 11/17/22
- Webster Financial's HSA Bank to acquire accounts from Inland Bank and Trust
- 11/02/22
- Webster Financial raises prime lending rate to 7% from 6.25%, effective 11/ 3
- 10/20/22
- Vizio leverages SpringServe Tiles to enhance content discovery
- 10/19/22
- U.S. ITC institutes investigation of Vizio smart TVs at request of Maxell
- 10/06/22
- Vizio reports 100% increase in direct advertising commitments year-over-year
- 08/31/22
- Vizio announces addition of four free channels from E.W. Scripps to WatchFree+
- 10/03/22
- CBTX to replace Allegiance Bancshares in S&P 600 at open on 10/3
- 11/01/22
- ModivCare appoints L. Heath Sampson as CEO
- 08/02/22
- ModivCare CEO Greenleaf to leave company, Sampson named interim CEO
- 12/19/22
- Embark Technology provides first Embark-powered truck to Knight-Swift
- 10/19/22
- Knight-Swift sees overall consumer moderating in Q4
- 09/07/22
- Glaukos rises 19.5%
- 09/07/22
- Glaukos rises 12.2%
- 09/07/22
- Glaukos rises 7.6%
- 09/07/22
- Glaukos announces two iDose TR trials met primary endpoints
- 12/15/22
- Flywire releases ESG report
- 11/17/22
- Flywire partners with HDFC Bank to digitize payments from India
- 11/14/22
- Tiger Global takes stakes in Visa, Mastercard, exits position in Flywire
- 09/14/22
- Flywire partners with Universitas XXI to deliver integrated payment solution
- 11/21/22
- First Foundation announces CEO Scott Kavanaugh named president
- 11/08/22
- First Foundation says president DePillo to leave, CFO Thompson named interim
- 09/19/22
- ASRV selects Descartes' ecommerce warehouse, shipping solution
- 11/21/22
- Castle Biosciences gets ccreditation from College of American Pathology
- 11/15/22
- Castle Biosciences: DecisionDx -SCC test adds clarity in ambiguos situations
- 10/25/22
- Castle Biosciences announces new TissueCypher Barrett's Esophagus Test results
- 10/20/22
- Castle Biosciences announces new data from DECIDE study
- 12/29/22
- Crowdstrike director Austin buys $2.5M in company shares
- 12/01/22
- Crowdstrike CEO: Most companies would kill for our results
- 11/30/22
- Cathie Wood's ARK Investment bought 39.2K shares of Crowdstrike today
- 11/29/22
- Crowdstrike sees Q4 ARR below Q3 levels by up to 10%
- 11/16/22
- Avid Bioservices appoints Lukash as vice president, people
- 10/10/22
- Tomi to install custom engineered iHP System in Avid Bioservices facility
- 09/22/22
- Avid Bioservices appoints Alston as VP, operations
- 09/01/22
- Avid names Prem Patel as VP, process development, mammalian cell business
CASY Casey's General Stores - 12/06/22
- Casey's General Stores sees FY23 same-store inside sales 5%-7%.
- 09/07/22
- Casey's General Stores still sees FY23 SSS up 4%-6%
- 10/12/22
- Black Knight integrates Surefire, Servicing Digital solutions
- 09/07/22
- Black Knight's Optimal Blue adds ICE Mortgage Rate Lock to CompassPoint
- 07/24/22
- Fly Intel: Top five weekend stock stories
- 11/28/22 Deutsche Bank
- Knight-Swift price target raised to $69 from $63 at Deutsche Bank
- 10/20/22 Citi
- Knight-Swift price target lowered to $50 from $52 at Citi
- 10/20/22 KeyBanc
- Knight-Swift price target lowered to $60 from $70 at KeyBanc
- 08/22/22 Evercore ISI
- Evercore upgrades Schneider to Outperform on attractive risk/reward
CASY Casey's General Stores - 12/28/22 Stephens
- Stephens carries over seven stocks to 'Best Ideas' list for 2023
- 12/19/22 Credit Suisse
- Casey's General Stores initiated with a Neutral at Credit Suisse
- 12/08/22 Benchmark
- Casey's General Stores price target raised to $275 from $230 at Benchmark
- 12/08/22 Deutsche Bank
- Casey's General Stores price target raised to $291 from $286 at Deutsche Bank
- 12/13/22 JPMorgan
- Webster Financial price target lowered to $50 from $56 at JPMorgan
- 12/05/22 Morgan Stanley
- Webster Financial initiated with an Overweight at Morgan Stanley
- 11/28/22 Stephens
- Webster Financial named a 'Best Idea' at Stephens
- 12/06/22 Raymond James
- IntercontinentalExchange price target raised to $130 from $123 at Raymond James
- 12/02/22 Barclays
- Black Knight downgraded to Equal Weight from Overweight at Barclays
- 11/17/22 BofA
- IntercontinentalExchange upgraded to Buy from Neutral at BofA
- 05/20/22 Jefferies
- IntercontinentalExchange price target lowered to $134 from $161 at Jefferies
- 11/03/22 Baird
- Castle Biosciences price target lowered to $41 from $48 at Baird
- 08/09/22 Baird
- Castle Biosciences price target raised to $48 from $44 at Baird
- 05/19/22 Baird
- Baird says final LCD for test 'incrementally positive' for Castle Biosciences
- 05/10/22 Canaccord
- Castle Biosciences price target lowered to $65 from $80 at Canaccord
- 12/15/22 Wedbush
- Wedbush bullish on Crowdstrike, initiates with an Outperform
- 12/14/22 Wedbush
- Crowdstrike initiated with an Outperform at Wedbush
- 12/09/22 BTIG
- Datadog price target lowered to $93 from $104 at BTIG
- 11/04/22 Barrington
- ModivCare price target lowered to $138 from $157 at Barrington
- 08/05/22 Barrington
- ModivCare price target raised to $157 from $155 at Barrington
- 08/02/22 Stephens
- ModivCare initiated with an Overweight at Stephens
- 05/06/22 Deutsche Bank
- ModivCare price target lowered to $130 from $150 at Deutsche Bank
- 12/19/22 Stifel
- Vulcan Materials price target raised to $227 from $215 at Stifel
- 12/08/22 JPMorgan
- Vulcan Materials upgraded to Overweight from Neutral at JPMorgan
- 10/12/22 DA Davidson
- Vulcan Materials price target lowered to $200 from $205 at DA Davidson
- 12/14/22 Loop Capital
- Academy Sports price target raised to $65 from $60 at Loop Capital
- 12/08/22 UBS
- Academy Sports price target raised to $76 from $60 at UBS
- 12/08/22 Wedbush
- Academy Sports price target raised to $62 from $57 at Wedbush
- 12/08/22 Loop Capital
- Academy Sports price target raised to $65 from $60 at Loop Capital
- 12/07/22 Craig-Hallum
- Avid Bioservices price target lowered to $25 from $30 at Craig-Hallum
- 06/30/22 RBC Capital
- Avid Bioservices price target lowered to $22 from $32 at RBC Capital
- 03/09/22 Craig-Hallum
- Avid Bioservices price target lowered to $30 from $35 at Craig-Hallum
- 12/15/22 Jefferies
- Wendy's initiated with a Hold at Jefferies
- 11/10/22 Deutsche Bank
- Wendy's price target lowered to $23 from $24 at Deutsche Bank
- 11/10/22 Citi
- Wendy's price target lowered to $22 from $23 at Citi
- 12/08/22 BMO Capital
- Descartes Systems price target lowered to $71 from $74 at BMO Capital
- 12/08/22 Barclays
- Descartes Systems price target lowered to $58 from $60 at Barclays
- 11/17/22 Wolfe Research
- Wolfe reshuffles ratings in freight with five downgrades and one upgrade
- 11/17/22 Wolfe Research
- Descartes Systems downgraded to Peer Perform from Outperform at Wolfe Research
- 05/13/22 Stephens
- Stephens upgrades Old National Bancorp to Overweight after 'waiting patiently'
- 05/13/22 Stephens
- Old National Bancorp upgraded to Overweight from Equal Weight at Stephens
- 10/24/22 Deutsche Bank
- Watsco price target raised to $294 from $284 at Deutsche Bank
- 10/20/22 Deutsche Bank
- Watsco price target lowered to $284 from $311 at Deutsche Bank
- 10/12/22 Morgan Stanley
- Watsco price target raised to $218 from $217 at Morgan Stanley
- 09/06/22 KeyBanc
- Watsco price target raised to $310 from $300 at KeyBanc
- 10/24/22 Loop Capital
- Flywire initiated with a Buy at Loop Capital
- 09/22/22 Truist
- Flywire initiated with a Buy at Truist
- 07/14/22 Goldman Sachs
- Flywire upgraded to Buy from Neutral at Goldman Sachs
- 06/30/22 Raymond James
- Flywire added to 'Analyst Current Favorites' list at Raymond James
- 12/13/22 Stephens
- Stellar Bancorp upgraded to Overweight from Equal Weight at Stephens
- 10/06/22 Raymond James
- Stellar Bancorp assumed with an Outperform at Raymond James
- 12/28/22 Stephens
- Glaukos price target lowered to $68 from $69 at Stephens
- 12/28/22 Stephens
- Cutera price target lowered to $68 from $78 at Stephens
- 12/22/22 Mizuho
- Glaukos initiated with a Neutral at Mizuho
- 10/26/22 DA Davidson
- First Foundation downgraded to Neutral from Buy at DA Davidson
- 07/27/22 B. Riley
- First Foundation price target raised to $23 from $21 at B. Riley
- 07/11/22 B. Riley
- First Foundation downgraded to Neutral from Buy at B. Riley
- 04/12/22 B. Riley
- First Foundation price target lowered to $31 from $34 at B. Riley
- 12/23/22 Needham
- Vizio price target lowered to $11 from $16 at Needham
- 12/01/22 Morgan Stanley
- Vizio initiated with an Equal Weight at Morgan Stanley
- 10/04/22 Stephens
- Adeia initiated with an Overweight at Stephens
- 10/20/22
- Watsco reports Q3 EPS $4.03, consensus $4.35
- 07/26/22
- Watsco reports Q2 EPS $4.93, consensus $5.05
- 11/09/22
- Wendy's backs FY22 adjusted EPS view 84c-88c, consensus 85c
- 11/09/22
- Wendy's reports Q3 EPS 24c, consensus 23c
- 11/08/22
- Notable companies reporting before tomorrow's open
- 10/20/22
- Webster Financial reports Q3 adjusted EPS $1.46, consensus $1.41
- 07/21/22
- Webster Financial reports Q2 adjusted EPS $1.29, consensus $1.25
- 11/09/22
- Vizio sees Q4 adjusted EBITDA $15M-$19M
- 11/09/22
- Vizio reports Q3 EPS 1c, consensus 1c
- 08/10/22
- Vizio sees Q3 adjusted EBITDA $8M-$13M
- 08/10/22
- Vizio reports Q2 EPS 1c vs (8c) last year
- 11/02/22
- Vulcan Materials narrows FY22 adjusted EBITDA view to $1.64B-$1.68B
- 11/02/22
- Vulcan Materials reports Q3 adjusted EPS $1.78, consensus $1.70
- 09/29/22
- Vulcan Materials raises adjusted EBITDA target to $2.7B-$3B
- 08/04/22
- Vulcan Materials cuts FY22 adjusted EBITDA view to $1.6B-$1.7B from $1.72-$1.82B
- 10/28/22
- Stellar Bancorp reports Q3 EP 52c vs 59c last year
- 10/25/22
- Old National Bancorp reports Q3 adjusted EPS 51c, consensus 50c
- 07/26/22
- Old National Bancorp reports Q2 adjusted EPS 46c, consensus 39c
- 11/03/22
- ModivCare raises FY22 revenue view to $2.45B-$2.475B from $2.375B-$2.4B
- 11/03/22
- ModivCare reports Q3 adjusted EPS $1.61, consensus $1.62
- 08/04/22
- ModivCare raises FY22 revenue view to $2.375B-$2.4B from $2.35B-$2.375B
- 08/04/22
- ModivCare reports Q2 adjusted EPS $1.99 vs. $2.14 a year ago
- 10/19/22
- Knight-Swift cuts FY22 EPS view to $5.17-$5.22 from $5.30-$5.45 prior
- 10/19/22
- Knight-Swift reports Q3 adjusted EPS $1.27, consensus $1.32
- 07/20/22
- Knight-Swift raises FY22 adjusted EPS view to $5.30-$5.45 from $5.20-$5.40
- 07/20/22
- Knight-Swift reports Q2 adjusted EPS $1.41, consensus $1.35
- 11/02/22
- Glaukos narrows FY22 revenue view to $278M-$280M from $275M-$280M
- 11/02/22
- Glaukos reports Q3 adjusted EPS (45c), consensus (52c)
- 08/03/22
- Glaukos sees FY22 revenue $275M-$280M, consensus $274.4M
- 08/03/22
- Glaukos reports Q2 EPS (83c), consensus (44c)
- 11/08/22
- Flywire sees FY22 revenue $285.4M-$288.7M, consensus $274.41M
- 11/08/22
- Flywire sees Q4 revenue $69.3M-$72.6M, consensus $68.55M
- 11/08/22
- Flywire reports Q3 EPS (4c), may not compare to consensus 7c
- 08/09/22
- Flywire reports Q2 EPS (22c), consensus (14c)
- 10/25/22
- First Foundation reports Q3 EPS 51c, consensus 51c
- 07/26/22
- First Foundation reports Q2 EPS 59c, consensus 53c
- 12/07/22
- Descartes Systems reports Q3 EPS 31c, consensus 27c
- 09/07/22
- Descartes Systems reports Q2 EPS 27c, consensus 27c
- 11/02/22
- Castle Biosciences raises FY22 revenue view to $132M-$137M from $130M-$135M
- 11/02/22
- Castle Biosciences reports Q3 EPS (77c), consensus (88c)
- 09/20/22
- Castle Biosciences sees FY25 revenue of $255M-$330M in Investor Day presentation
- 08/08/22
- Castle Biosciences raises FY22 revenue view to $130M-$135M from $118M-$123M
- 11/29/22
- Crowdstrike raises FY23 EPS view to $1.49-$1.52 from $1.31-$1.33
- 11/29/22
- Crowdstrike sees Q4 adjusted EPS 42c-45c, consensus 34c
- 11/29/22
- Crowdstrike reports Q3 adjusted EPS 40c, consensus 31c
- 11/29/22
- Notable companies reporting after market close
- 12/06/22
- Avid Bioservices raises FY23 revenue view to $145M-$150M from $140M-$145M
- 12/06/22
- Avid Bioservices reports Q2 EPS (2c), consensus 0c
- 09/06/22
- Avid Bioservices reports Q1 EPS 2c vs. 10c last year
CASY Casey's General Stores - 12/06/22
- Casey's General Stores reports Q2 EPS $3.67, consensus $3.16
- 09/07/22
- Casey's General Stores reports Q1 EPS $4.09, consensus $3.37
- 11/03/22
- Black Knight reports Q3 adjusted EPS 56c, consensus 66c
- 08/04/22
- Black Knight reports Q2 adjusted EPS 65c, consensus 64c
- 12/07/22
- Academy Sports raises FY22 adjusted EPS view to $7.50-$7.40 from $6.75-$7.50
- 12/07/22
- Academy Sports reports Q3 adjusted EPS $1.69, consensus $1.59
- 12/06/22
- Notable companies reporting before tomorrow's open
- 07/09/22
- Time to buy Watsco after stock falls 20%, Barron's says
- 08/26/22
- Wendy's pulls lettuce following dozens of E. coli infections, Bloomberg says
- 08/26/22
- Wendy's pulls lettuce following dozens of E. coli infections, Bloomberg says
- 08/24/22
- Wendy's E. coli outbreak worsens, 100 people have become ill, NY Post reports
- 07/26/22
- Comcast approached Vizio about potential acquisition, Protocol says
- 10/21/22
- Cybereason taps JPMorgan to help find buyer, The Information says
- 07/26/22
- Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports
- 07/23/22
- Academy Sports stock still a winner, Barron's says
- 10/20/22
- Fly Intel: Pre-market Movers
- 11/09/22
- What You Missed On Wall Street On Wednesday
- 11/09/22
- What You Missed On Wall Street This Morning
- 11/09/22
- Fly Intel: Pre-market Movers
- 08/24/22
- What You Missed On Wall Street This Morning
- 10/05/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 08/10/22
- Fly Intel: After-Hours Movers
- 12/08/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 09/29/22
- What You Missed On Wall Street On Thursday
- 09/29/22
- What You Missed On Wall Street This Morning
- 09/01/22
- What You Missed On Wall Street On Thursday
- 10/19/22
- Fly Intel: After-Hours Movers
- 08/22/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 07/12/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 12/22/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 12/19/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 10/04/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 07/12/22
- What You Missed On Wall Street On Tuesday
- 08/12/22
- Sell these stocks now, proven algorithm says
- 12/17/22
- Buy/Sell: Wall Street's top 10 stock calls this week
- 12/10/22
- Buy/Sell: Wall Street's top 10 stock calls this week
- 12/05/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 12/03/22
- Buy/Sell: Wall Street's top 10 stock calls this week
- 12/07/22
- Biotech Alert: Searches spiking for these stocks today
CASY Casey's General Stores - 12/06/22
- Fly Intel: After-Hours Movers
- 11/17/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 12/07/22
- What You Missed On Wall Street On Wednesday
- 12/07/22
- What You Missed On Wall Street This Morning
- 12/07/22
- Fly Intel: Pre-market Movers
- 09/07/22
- What You Missed On Wall Street On Wednesday
- 09/12/22
- Wendy's call buyer realizes 30% same-day gains
- 11/15/22
- Knight Transportation put volume heavy and directionally bearish
- 10/19/22
- Knight Transportation options imply 4.8% move in share price post-earnings
- 08/18/22
- Unusually active option classes on open August 18th
- 07/20/22
- Knight Transportation options imply 3.3% move in share price post-earnings
- 09/21/22
- Seventeen new option listings on September 21st
- 11/29/22
- CrowdStrike Holdings options imply 8.9% move in share price post-earnings
- 09/01/22
- Unusually active option classes on open September 1st
- 08/30/22
- CrowdStrike Holdings options imply 8.6% move in share price post-earnings
- 08/24/22
- Unusually active option classes on open August 24th
- 12/06/22
- Academy Sports and Outdoors put volume heavy and directionally bearish
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