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 700 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.
700+
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
Cutera, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Cutera, Inc. (CUTR $34.21), a leading global aesthetic device company with a comprehensive product portfolio and a global distribution footprint.
Read moreInterDigital, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of InterDigital, Inc. (IDCC $68.21), a research-and-development company that designs and develops wireless, visual, and other related technologies that enable connectivity and enhance immersive experiences across various communications and entertainment products.
Read moreEconomics Weekly: The U.S. Housing Market in 2023
In this Economics Weekly, we take another snapshot of the current housing market.
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, our London-based macroeconomist covering the U.S. economy and financial markets.
01/20: The U.S. Housing Market in 2023
01/13: Inflation and the Fed
01/06: The Fed’s Message to the Markets
12/19: Waiting for the Recession
Featured Insights
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?
Read moreIs 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.
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Will 2023 Be the Year of the Great Reveal?
While financial markets continue to make adjustments to future growth expectations, what will next year’s “great reveal” of earnings results unveil? See what three factors we will be keeping an eye on in 2023.
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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