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; 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.
~650
companies under
research coverage
70%
of coverage dedicated to small- and mid-cap growth companies
100+
analysts and research
professionals
As of December 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
On Holding AG: Initiation of Research Coverage
William Blair initiated research coverage of On Holding AG (ONON $32.87), a fast-growing performance and lifestyle brand based in Switzerland selling athletic footwear, primarily in running, but with a growing presence in newer categories and apparel.
Read moreCullinan Oncology, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Cullinan Oncology, Inc. (CGEM $17.37), a company focused on advancing modality-agnostic targeted therapies for cancer, with a broad pipeline encompassing small molecules and multifunctional therapies across a diverse range of oncologic targets.
Read moreLENZ Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of LENZ Therapeutics, Inc. (LENZ $21.73), a late-stage clinical company developing ophthalmic pharmaceutical products to improve vision.
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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 more2024 Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, will host its 44th Annual Growth Stock Conference June 4-6 in Chicago.
The event, to be held at Loews Chicago Hotel, has grown to become the industry’s premier generalist conference for growth investors. This must-attend forum provides an opportunity to exchange ideas with investors and top company leaders across the universe of William Blair’s research.
In 2023, more than 700 investors from around the world participated in the event, representing over 300 institutional investment firms. This year’s Growth Stock Conference features:
- Access to more than 250 participating companies
- Presenters from the highest management ranks (75% hold the chairman, CEO, president, or chief operating officer role)
- Multiple industry sectors represented across the market-cap spectrum
- One-on-one meetings between investors and company management
Featured Insights
On the Ground and in the Cloud: Observability and AIOps
William Blair tech analyst Jake Roberge joins the show to discuss the observability and AIOps software markets, including the increasingly important role these platforms are playing for businesses of all sizes, why they are gaining momentum over legacy monitoring tools, and some of the key trends he’s seeing in the market.
Listen to the podcast
What Gold, Copper, and Treasurys Are Telling Us About Growth and Inflation
Gold and U.S. Treasuries have historically had a negative correlation. Recently, however, yields are rising and gold continues to reach new highs. Macro analyst Richard de Chazal provides a deep examination of these dynamics and offers his views on the reasons, along with potential implications for investors.
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William Blair Analysts on Artificial Intelligence’s Impact
How is artificial intelligence playing out across sectors? What are the opportunities for growth? William Blair research analysts discuss current trends in the consumer, healthcare, and technology landscapes.
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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