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 March 31, 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
UL Solutions Inc.: Initiation of Research Coverage
William Blair initiated research coverage of UL Solutions Inc. (ULS $35.40), a leading global provider of testing, inspection, and certification (TIC) services and related software and advisory solutions.
Read moreAAON, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of AAON, Inc. (AAON $89.90), a manufacturer of semi-custom and custom commercial HVAC systems.
Read moreFirst Advantage Corporation: Initiation of Research Coverage
William Blair initiated research coverage of First Advantage Corporation (FA $15.32), a leading global provider of technology-enabled background screening products.
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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
The Next Leg of the Capex Revival
For almost a decade, a central theme in William Blair’s research has been about the unfolding productivity and capex revival. Macro Analyst Richard de Chazal explains that while the progress around this narrative has been slow, evidence suggests momentum has started to pick up as a result of several structural economic dynamics.
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Digital Advertising Budgets Continue to Recover Steadily
Equity analyst Ralph Schackart breaks down findings from his team’s quarterly digital advertising executive survey, including the continued improvement in confidence among advertising executives as it relates to go-forward budgeting, the increased importance of video and search in online ad strategies, and the anticipated impact that recent regulations will have on which social media platforms ad executives plan to use in the future.
Listen to the podcast
How AIOps Helps Unlock New Efficiencies in an Increasingly Complex IT Landscape
Equity analyst Jake Roberge explains the increasingly important role the observability and AIOps software markets are playing for businesses of all sizes, why these platforms are gaining momentum over legacy monitoring tools, and the key trends he’s seeing throughout the sector.
Watch the videoCorporate 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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