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 December 31, 2022
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
MDxHealth SA: Initiation of Research Coverage
William Blair initiated research coverage of MDxHealth SA (MDXH $2.86), a commercial-stage diagnostics company providing actionable molecular diagnostic information to personalize diagnosis and treatment of prostrate cancer and other urologic diseases.
Read moreEconomics Weekly: Commercial Real Estate Another Bump in the Road?
In this Economics Weekly, we thought it worth having a look at the current situation in commercial real estate.
Read moreIntuitive Surgical, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Intuitive Surgical, Inc. (ISRG $246.68), which offers an ecosystem of minimally invasive surgical products and services that are founded on its da Vinci robotic system.
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.
03/24: Commercial Real Estate Another Bump in the Road?
03/17: The Fed's Powerful New Tool—The BTFP
03/13: Silicon Valley Bank a Stress Test For the Financial System
03/10: Higher Rates and Risks of Ketchup Bottle Moment
Featured Insights
Engineering a Solution for the “Forever Chemicals” Conundrum
While PFAS, or “forever chemicals,” have provided decades of convenience and safety, they have come at a significant environmental and health cost for millions. But, as Equity Analyst Tim Mulrooney explains, there’s two catalysts which may benefit this nascent but critically important remediation and solutions industry.
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Fed’s Message to the Market: Mission (Not) Accomplished (Just Yet)…
On Wednesday the Fed announces its first policy decision of 2023 after a strong rally by stocks in January. But, did the Fed get the market’s memo, or will they pour water on the soft-landing party?
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Is a Fed Pivot in the Cards?
With the next Fed meeting still a few weeks away, we look at the recent messaging from Fed Chair Powell to decipher how they are trying to pull rate expectations higher and dissuade the market from prematurely pricing in a pivot.
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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