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.
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~650
companies under
research coverage -
75%+
of coverage dedicated to small- and mid-cap growth companies
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100+
analysts and research
professionals
As of December 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
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Rubrik, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Rubrik, Inc. (RBRK $75.59), a leading vendor in the fast-evolving data protection (DP) industry, pioneering a next-generation approach to data backup and transforming perceptions of DP technology from “boring old backup” to a must-have cyber resilience platform.
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Mersana Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Mersana Therapeutics, Inc. (MRSN $0.57), whose lead program emiltatug ledadotin is an ADC that targets B7-H4; it is in Phase I development for TNBC. The company is also developing a HER2-targeted immune-stimulating ADC, XMT-2056, in a Phase I solid tumor study.
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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 Shines in 2024 Coalition Greenwich Study with 12 No. 1 Rankings
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, is thrilled to announce its performance in the annual Coalition Greenwich Voice of the Client – 2024 North American Equity Investors Study.
2025 Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, will host its 45th Annual Growth Stock Conference June 3-5 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 2024, more than 770 investors from around the world participated in the event, representing over 330 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
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Exploring Energy Economics With Dr. Carey W. King
Dr. Carey W. King from the University of Texas at Austin delves into the intricate relationship between energy systems, the economy, and the environment, exploring his innovative HARMONEY Model and discussing the critical role of energy in shaping macroeconomic policies and future sustainability.
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William Blair Thinking Podcast – Monthly Macro: 2025 Kick-Off
In the first Monthly Macro episode of 2025, William Blair macro analyst Richard de Chazal recounts the numerous events that have shaped the economic landscape since the start of the year. He explores the implications of recent executive policies, the Fed’s decision to hold rates steady, the unusual behavior of Treasury yields, and what these developments mean for the economy as we move further into 2025.
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We’re on IT: Navigating 2025’s Dynamic IT Services Landscape
In this episode of William Blair Thinking Presents, technology analyst Maggie Nolan, partner, CPA, dives into the latest trends in IT services, exploring the impact of generative AI, data infrastructure, and political influences on the industry.
Corporate 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.
Learn more