Equity Research Rewind

Highlighting our unique insights across key growth sectors.

Q1 2026

Equity Research Rewind is a publication highlighting William Blair’s in-depth thematic research from the past quarter. The Q1 2026 edition features comprehensive analysis across 11 themes: shifting consumer behavior in pet food; mobility and delivery ecosystem trends; cautious momentum in IT services entering 2026; evolving growth, pricing, and talent dynamics in accounting services; the next wave of generative AI applications; AI’s impact on software development; accelerating memory and storage demand driven by AI workloads; AI’s growing role across the drug development lifecycle; advances in radiopharmaceuticals; innovation in prenatal genetics; and the continued shift toward consumer-centric, AI-enabled healthcare.

Consumer

Category Closeup: The Battle for the (Dog Food) Bowl

A growing population of dog owners is reshaping the dog food market. William Blair consumer analysts examine the trends, competitive dynamics, and segment opportunities driving change across the category.
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Healthcare

Consumer-Centric Healthcare: 2026 Update—How AI is Redefining the Healthcare Consumer Experience

Our 2026 report comes at a critical time for the sector, as healthcare costs are hitting record levels. At the same time, payers and providers are facing tremendous margin pressure.
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Dx Trends: Prenatal Genetics—Proprietary Survey of 169 Ob-Gyns and MFMs

With a market valued at more than $2.5 billion, new technologies are being increasingly used, intensifying competition across the U.S. prenatal genetics sector.
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From Code to Clinic: How AI Is (and Isn’t) Rewriting the Life of a Drug

Artificial intelligence is not replacing the physical work of drug discovery—it’s reshaping it.
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Illuminating the Road Less Traveled in Biotech: Radiopharmaceuticals—Fourth Edition

Diagnostic radiopharmaceuticals have emerged as an integral part of the Alzheimer's disease diagnosis and treatment journey; newer tests could complement the disease workup procedure, though radiopharmaceuticals are likely to remain foundational.
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Global Services

Accounting Services: William Blair’s Second Annual Executive Survey

William Blair’s second annual survey of accounting services executives evaluates the state of the industry across growth, pricing, talent, technology, and M&A, while benchmarking current results against last year’s expectations.
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Technology, Media, and Communications

Beyond the Build: The Next Wave of Generative AI Applications and Investment

A growing number of GenAI use-cases are emerging—expanding where value may emerge across the ecosystem.
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Cracking the Code: How AI Is Transforming Software Development

The rise of AI coding tools is driving productivity gains, especially for experienced developers, but it also raises important questions about the future roles and skills required in the industry.
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The Mobility Stack: Consumer Survey Insights in Ridesharing, Food Delivery, and Micromobility Services

William Blair’s technology, media, and communications research analysts cover trends across these industries.
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Total Recall: How AI Is Supercharging Memory Demand

AI performance is increasingly being held back by memory bottlenecks, driving an acceleration in innovation across the memory and data storage markets.
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We’re on IT—Volume 16: Entering 2026 With Cautious Momentum; AI Pricing Takes Hold, Stabilizing Demand, Strategic M&A

With IT services investors focusing on AI adoption and impact solutions, our analysts remain cautiously optimistic as we progress into 2026.
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William Blair Thinking

William Blair Thinking Podcast

William Blair Thinking

Equity Research Rewind

Q1 2026

Consumer

Category Closeup: The Battle for the (Dog Food) Bowl

Healthcare

Consumer-Centric Healthcare: 2026 Update—How AI is Redefining the Healthcare Consumer Experience

Dx Trends: Prenatal Genetics—Proprietary Survey of 169 Ob-Gyns and MFMs

From Code to Clinic: How AI Is (and Isn’t) Rewriting the Life of a Drug

Illuminating the Road Less Traveled in Biotech: Radiopharmaceuticals—Fourth Edition

Global Services

Accounting Services: William Blair’s Second Annual Executive Survey

Technology, Media, and Communications

Beyond the Build: The Next Wave of Generative AI Applications and Investment

Cracking the Code: How AI Is Transforming Software Development

The Mobility Stack: Consumer Survey Insights in Ridesharing, Food Delivery, and Micromobility Services

Total Recall: How AI Is Supercharging Memory Demand

We’re on IT—Volume 16: Entering 2026 With Cautious Momentum; AI Pricing Takes Hold, Stabilizing Demand, Strategic M&A

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