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 nearly 650 companies, across seven growth-oriented sectors: consumer; energy and sustainability; financial services and technology; industrials; 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.
~650
companies under
research coverage
75%+
of coverage dedicated to small- and mid-cap growth companies
100+
analysts and research
professionals
As of June 30, 2024
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 Initiates Coverage of Three Leading Semiconductor Companies
William Blair initiated research coverage of NVIDIA Corporation (NVDA $116.78), Broadcom Inc. (AVGO $164.02), and Arm Holdings plc (ARM $140.14). Nvidia designs accelerated computing chips and hardware systems for AI, gaming, robotics, and autos. Broadcom is a leading designer, developer, and supplier of semiconductor and infrastructure software solutions. Arm is a developer of processor IP that licenses its technology to a broad set of hyperscalers and OEMs.
Read moreShift4 Payments, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Shift4 Payments, Inc. (FOUR $83.10), a leading merchant acquirer or payment service provider (PSP). Shift4 operates four complementary businesses: a proprietary gateway, a leading venue payments and ticketing business, an emerging software-enabled POS, and a cross-border e-commerce acquirer.
Read moreWilliam Blair Initiates Coverage of Five Companies in the Energy and Sustainability Industry
William Blair initiated research coverage of GE Vernova Inc. (GEV $185.55), Tesla, Inc. (TSLA $209.29), First Solar, Inc. (FSLR $235.42), Enphase Energy, Inc. (ENPH $122.53), and SolarEdge Technologies, Inc. (SEDG $25.69).
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William Blair Thinking Podcast
Navigating the current market environment demands the right informational resource. That is why we launched the William Blair Thinking Podcast, which aims to provide in-depth expertise on today's financial and economic landscape.
What's different about this platform?
It's our most timely and best ideas—the ethos, if you will, of our firm's intellectual capital. All in 20 minutes.
William Blair Equities Team Secures 15 No. 1 Rankings in Coalition Greenwich Study
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, is thrilled to announce its outstanding performance in the 2023 Coalition Greenwich annual Voice of the Client study of North American Equity Investors.
Learn moreFeatured Insights
Furniture and Home Renovations: Post-Pandemic Normalization and the Next Era of Growth
William Blair consumer analyst Phillip Blee joins William Blair Thinking Presents to explore the volatile demand for furniture and home improvement projects over the past four years and provide insights into the industry’s 2024 outlook, including key themes such as the housing market, deflation, rising ocean freight costs, and long-term growth potential.
Listen to the podcast
Electricity Unplugged: From Deregulation to a Renewable Powered Future
In this episode of Plugged In With Jed Dorsheimer, Jed and Brad Viator, principal of energy advisory B Strategic, spend time discussing the significance of the PJM power auction, the role of renewables and their impact on the grid, the problem-solving potential of energy storage, and what a grid of the future may look like.
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Healthcare Mosaic: Behavioral Healthcare Market
William Blair’s equity research group head of healthcare technology and services analyzes the need for behavioral healthcare services and what it means for the broader healthcare marketplace—and both public and private investors in the space.
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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