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.
~650
companies under
research coverage
75%+
of coverage dedicated to small- and mid-cap growth companies
100+
analysts and research
professionals
As of June 30, 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
William Blair Initiates Coverage of Five Companies in the Energy and Sustainability Industry
William Blair initiated research coverage of GE Vernova Inc. (GEV $185.55), Tesla, Inc. (TSLA $209.29), First Solar, Inc. (FSLR $235.42), Enphase Energy, Inc. (ENPH $122.53), and SolarEdge Technologies, Inc. (SEDG $25.69).
Read moreTWFG, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of TWFG, Inc. (TWFG $26.30), an independent distributor of personal and commercial insurance.
Read moreSkyward Specialty Insurance Group, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Skyward Specialty Insurance Group, Inc. (SKWD $37.21), a specialty insurance company that writes complex risks in underserved commercial markets.
Read more
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 moreFeatured Insights
Monthly Macro with Richard de Chazal—August 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal digs into myriad macroeconomic and market-related events from the past month, including ongoing market volatility, second-quarter earnings season, the intensifying presidential election, and Fed Chair Jerome Powell’s pivotal Jackson Hole speech.
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Exploring the Forces Reshaping the Property & Casualty Insurance Landscape
The casualty side of the insurance industry is being hit by rising levels of claims and losses. In this episode of William Blair Thinking Presents, Adam Klauber, CFA, partner, group head of the financial services and technology sector, provides a framework for understanding the depth of the issue and delves into the underlying nature and causes.
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Provider Burnout: Addressing the Latest Healthcare Crisis With Emerging Technology Solutions
Ryan Daniels, CFA, partner and group head of healthcare technology and services discusses provider burnout across the U.S. healthcare market, how its creating capacity issues in the industry, and the potential for technology solutions in other workforce investments to help reduce workloads and increase access to care.
Listen to the podcastCorporate 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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