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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 September 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

  • Ingram Micro Holding Corporation: Initiation of Research Coverage

    William Blair initiated research coverage of Ingram Micro Holding Corporation (INGM $23.47), a leading IT distributor with operations in over 50 countries and more than 161,000 customers.

    Read more
  • 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.

    Read more
  • Upstream Bio, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Upstream Bio, Inc. (UPB $24.76), which is developing the differentiated TSLP receptor antibody verekitug for multiple inflammatory pulmonary diseases, including asthma and COPD.

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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.

    Our latest podcasts
  • 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 more

Featured Insights

  • Solar Myths, Nuclear Truths, and the Future of Energy

    Jed Dorsheimer welcomes Doomberg for an in-depth discussion on the complexities of renewable energy integration and its impact on grid efficiency, exploring the challenges posed by the variability of renewables, the resurgence of nuclear power, and the critical role of natural gas in bridging the energy transition.

    Listen to the podcast
  • Decoding the Fourth Law of Thermodynamics and Its Impact on the Economy

    Jed Dorsheimer sits down with Andy Lees, founding partner of MacroStrategy Partnership, to explore the critical role of energy in our economy, touching on topics from renewables to inflation and the upcoming U.S. elections, and diving deep into the ways in which energy systems, economic growth, and social hierarchy intersect.

    Listen to the podcast
  • Monthly Macro with Richard de Chazal—October 2024

    In this episode of William Blair Thinking Presents, William Blair macro analyst Richard de Chazal discusses the latest economic trends, including third-quarter earnings, rising Treasury yields, and the impact of recent Fed rate cuts. He also delves into consumer sentiment and the paradox of strong retail sales amid a “vibecession.”

    Listen to the podcast

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.

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For disclosure information, please visit www.williamblair.com/disclosures