Equity Research
Capital ideas from the industry’s brightest minds.
Our award-winning equity research analysts deliver superior investment ideas and value-added perspective for more than 625 companies, across seven growth-oriented sectors: consumer; energy and sustainability; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications. William Blair’s research universe is well-diversified geographically and ranges in market capitalization with an emphasis on small- and mid-cap stocks.
625+
companies under
research coverage
199
initiations in 2021 and 2022
80%
of coverage dedicated to small- and mid-cap growth companies
As of March 31, 2023
William Blair analysts seek to cover only companies that have above-average growth prospects and above-average quality. They use multiple factors to identify high-quality companies with attractive growth prospects, including the company’s product line, level of service, and management experience.
Our clients include:
- Mutual Funds
- Investment Advisory Firms
- Banks
- Pension Funds
- Insurance Companies
- Money Managers Across North America, Europe, and Asia
Through exhaustive fundamental research and unique insight derived from independent thinking, our award-winning analysts work tirelessly to identify companies that can deliver superior investment returns for our clients.
Recent News
William Blair Hosts 43rd Annual Growth Stock Conference
William Blair today kicked off its 43rd Annual Growth Stock Conference, a three-day event featuring nearly 270 companies and hosting almost 900 clients from around the globe.
Read moreAxcelis Technologies, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Axcelis Technologies, Inc. (ACLS $162.36), a company that designs and develops ion implantation equipment for the global semiconductor manufacturing industry.
Read moreThe Real Brokerage Inc.: Initiation of Research Coverage
William Blair initiated research coverage of The Real Brokerage Inc. (REAX $1.31), a cloud-based residential brokerage focused on mobile technology and transaction efficiency.
Read more43rd Annual Growth Stock Conference
Join an exclusive group of investors at William Blair’s 43rd Annual Growth Stock Conference in June. The industry’s leading conference is known for offering the best in-person interactions with top-level executives of growth companies and investors to exchange ideas across the universe of William Blair’s research.
Awards and Recognition
William Blair Earns Seven No. 1 Rankings in 2022 Coalition Greenwich North American Equity Survey
William Blair’s equities team drew top rankings in Coalition Greenwich’s 2022 North American Equity Investors Survey for research, sales, and corporate access.
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Insights
THINKING 2022: Navigating the Path Ahead
Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.
Go to micrositeEconomics Weekly
Insights from Richard de Chazal, CFA, William Blair Equity Research's macroeconomist, covering the U.S. economy and financial markets.
05/26: And Now for the Inventory Correction
05/19: What Past Easing Cycles Tell Us About the Future
05/12: The Banking System—Not Out of the Woods Just Yet
05/05: The Employment Situation
Featured Insights
Generative AI: The New Frontier of Automation
Generative AI has been all the rage this year, propelling an entire sector and creating an unprecedented level of excitement among millions of users of this new software. But, as Equity Analyst Arjun Bhatia explains, we’re just getting started with this transformative, yet nascent, technology.
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William Blair Thinking Presents—Restaurant Automation: An Idea Whose Time Has Finally Come?
In this inaugural episode, William Blair equity research group heads Sharon Zackfia and Larry De Maria discuss how automation and robotics are expected to have a significant impact on the restaurant industry by increasing efficiency, consistency, and profitability.
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The Latest Inflation Reading Casts Doubts on a Fed Pause in June
The Fed’s favorite inflation data was clearly disappointing, and while the trend rate is still for disinflation, it raises some doubts about current expectations for a pause in June.
Read moreCorporate Access
Our non-deal roadshows, conferences, and investor field trips facilitate the exchange of ideas and build relationships between senior corporate management and key decision makers with leading institutional investors.
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