Coffee Holding (JVA) Hit a 25% Gross Margin. Can Profits Outlast Tariff Refunds?
Coffee Holding Co., Inc. (NASDAQ:JVA) reported fiscal third-quarter gross margin of 25%, compared with a revised 9.4% a year earlier.
Insider Monkey Blog
Rent the Runway (RENT) Grew Revenue 20.8%. Can Higher Spending Produce Sustainable Cash Flow?
Rent the Runway, Inc. (NASDAQ:RENT) reported on September 11 that revenue for the quarter ended July 31 increased 20.8% to $97.7 million.
Vaxcyte (PCVX) Brings In Pharma Veterans As Its Big Test Nears
On September 3, Vaxcyte (NASDAQ:PCVX) announced two new C-suite hires and moved up the date for its most important looming catalyst.
Redwood Trust (RWT) Prices $185M of Convertibles. Does Maturity Relief Justify Higher Interest?
Redwood Trust, Inc. (NYSE:RWT) priced $185 million of 7% convertible senior notes due September 2030 on September 11, 2026.
Hudson Pacific (HPP) Extends $1.1B Hollywood Loan. Can Leasing Improve?
Hudson Pacific Properties, Inc. (NYSE:HPP) secured more time to strengthen its Hollywood Media Portfolio.
Scholar Rock Holding (SRRK) Wins FDA Approval for ISEMBYLD. Can Add-On Use Scale?
Scholar Rock Holding Corporation (NASDAQ:SRRK) secured FDA approval on September 11 for ISEMBYLD, apitegromab-mstn, to treat spinal muscular atrophy in adults and children aged...
Cullinan Therapeutics (CGEM) Reports a Six-Month PFS Gain. Can it Justify Higher Toxicity?
Cullinan Therapeutics, Inc.
Liberty Global (LBTYA): Can £600M of Proposed Virgin Media O2 Cuts Reduce Debt?
Liberty Global Ltd. (NASDAQ:LBTYA) is reportedly pursuing a £600 million reduction in Virgin Media O2’s costs alongside its joint-venture partner.
Forgent (FPS) Powers 11% Higher on Swing to Profits, Upbeat Outlook
Forgent Power Solutions (NYSE:FPS) rallied for a second day on Wednesday, jumping 11.10 percent to close at $34.84 apiece after swinging to profits in the fourth quarter of fiscal...
Jim Cramer Says He Is “Worried About” Uber (UBER)
When a caller inquired if they should buy, sell, or “ride with” Uber Technologies, Inc.
Jim Cramer Sees Boeing (BA) Rising If Oil Peaks
On September 11, a caller praised The Boeing Company’s (NYSE:BA) CEO and asked when the company would overcome the ongoing labor uncertainty and finally move beyond years of...
Pharming Group (PHAR) Expands Joenja’s Pediatric Label. Can Growth Offset RUCONEST Weakness?
Pharming Group N.V. (NASDAQ:PHAR) announced on September 11 that the U.S.
Seagate (STX) Retired its 2028 Notes. Was the Cash and Share Cost Worth it?
Seagate Technology Holdings plc (NASDAQ:STX) announced on September 9 that its subsidiary, Seagate HDD Cayman, completed the redemption and exchange of its remaining 3.50% exchangeable...
American Tower (AMT) Priced $1.6 Billion of Notes. Is $88.8 Million a Year Worth Longer Terms?
American Tower Corporation (NYSE:AMT) priced $1.6 billion of senior notes on September 9: $500 million at 5.300% due 2031, $500 million at 5.560% due 2033, and $600 million at...
Alcoa (AA) Priced $2.6 Billion of Acquisition Notes. Can the Assets Cover $175 Million in Interest?
Alcoa Corporation (NYSE:AA) priced $2.6 billion of acquisition financing on September 9, 2026, through two wholly owned subsidiaries.
Cognyte (CGNT) Grew Total Software Revenue 21%. Can the Mix Offset Weak Billings?
Cognyte Software Ltd. (NASDAQ:CGNT) reported on September 9 that revenue for the fiscal second quarter ended July 31, 2026, increased 12.0% to $109.2 million.
Oddity Tech’s Revenue Fell 25%. Is the IL MAKIAGE Advertising Fix Working?
Oddity Tech Ltd. (NASDAQ:ODD) reported second-quarter revenue of approximately $181 million on September 9, down 25% from $241 million a year earlier.
Korn Ferry (KFY) Grew Contracted Fees 14%. Can AMS Add Growth Without Squeezing Margins?
Korn Ferry (NYSE:KFY) reported fiscal first-quarter fee revenue of $756.5 million on September 9, up 7% year over year.
Core & Main (CNM) Grew Sales 2.5% and Repurchased $169 Million. Is EPS Growth Durable?
Core & Main, Inc. (NYSE:CNM) reported quarterly sales of $2.145 billion on September 9, up 2.5%. Company-defined non-GAAP adjusted EBITDA reached $274 million.
Mission Produce (AVO) Raises Calavo Synergy Target Above $30 Million. Can Margins Recover?
Mission Produce, Inc. (NASDAQ:AVO) reported September 8 results for its fiscal third quarter ended July 31.
Wealthfront (WLTH) Tops $100 Billion in Platform Assets. Can Revenue and Margins Catch Up?
Wealthfront Corporation (NASDAQ:WLTH) reported on September 9 that fiscal second-quarter revenue increased 1% to $91.9 million, despite platform assets rising 12% to $99 billion...
Sunbelt Rentals (SUNB) Raises Guidance. Will Higher Fleet Spending Deliver Cash?
Sunbelt Rentals Holdings, Inc.
AeroVironment (AVAV) Has $1.5 Billion in Funded Backlog. Can Conversion Support Guidance?
AeroVironment, Inc. (NASDAQ:AVAV) reported on September 9, 2026, that revenue for fiscal Q1 2027, ended August 1, 2026, increased 6% to $480.5 million.
Hawaiian Electric (HE): Does a $1 Billion Bank IPO Valuation Matter?
Hawaiian Electric Industries, Inc. (NYSE:HE) has a potential valuation benchmark for its retained American Savings Bank investment.
Granite Construction (GVA) Wins $23.7 Million Road Contract. Can Repeat Work Lift Margins?
Granite Construction Incorporated (NYSE:GVA) announced on September 9 that the Federal Highway Administration's Western Federal Lands Highway Division awarded it an approximately...
Tyra Biosciences (TYRA) Dabogratinib Delivers 57% Complete Response Rate in Phase 2 Trial. Is Phase 3 Supported?
Tyra Biosciences, Inc. (NASDAQ:TYRA) reported initial Phase 2 SURF302 results on September 9 for dabogratinib, an investigational oral FGFR3 inhibitor.
Fox (FOXA) Faces a Deeper DOJ Review of Roku (ROKU). Can the Deal Still Deliver?
Fox Corporation (NASDAQ:FOXA) disclosed on September 9 that the U.S.
The Williams Companies (WMB) Loses NESE Water Permit. Can it Preserve a Q4 2027 Start?
The Williams Companies, Inc.
Circle Agrees to Buy Tazapay. Can Over $25B in Annualized Payment Volume Improve USDC Monetization?
Circle Internet Group, Inc.
CareTrust REIT’s (CTRE) $400M Bet Extends A Record Year
On September 15, CareTrust REIT (NYSE:CTRE) announced it had closed on a $400 million skilled nursing portfolio in the Southwest, effective September 1, and unveiled a reloaded...
Aptiv (APTV) Turns Chip Partnerships Into A Physical AI Bet
On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA's newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Elastic (ESTC) Bets Big On AI Search With New Database
On September 11, Elastic (NYSE:ESTC) rolled out Elasticsearch Vector Database, a new serverless offering the company says lets developers ship large-scale vector search and AI...
Westlake’s (WLK) Second Quarter Turned Two Straight Losses Into Profit
On August 4, Westlake Corporation (NYSE:WLK) reported second-quarter results that erased two consecutive quarterly losses in a single swing.
Kinetik’s (KNTK) Record Quarter Sets Up A Bigger 2027 Bet
On August 5, Kinetik Holdings Inc. (NYSE:KNTK) reported the strongest quarterly results in company history and raised its full-year 2026 guidance.
Radiant Logistics (RLGT) Bets $100M On A Freight Rebound
On September 14, Radiant Logistics (NYSEAMERICAN:RLGT) held its fourth fiscal quarter earnings call, and the headline numbers landed harder than a typical logistics update.
Alluvium Raised Its McKesson (MCK) Stake as Long-Term Growth Expectations Remain Strong
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Here’s Why This Fund Sold Brown & Brown (BRO)
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
SandiskCorp. (SNDK): AI Boom Fuels Attractive Storage Market Opportunity
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
US Politicians Are Buying These Two Stocks
An analysis of recent filings from American politicians shows that Accenture (NYSE: ACN) and Boston Scientific (NYSE: BSX) saw an uptick in purchases from notable politicians.
Dave & Buster’s (PLAY) Bets On New Leaders To Reverse Its Slide
On September 14, Dave & Buster's Entertainment (NASDAQ:PLAY) reported second-quarter fiscal 2026 results that read like two different companies at once.
Comfort Systems USA (FIX) Positioned to Benefit from Accelerated AI Investment
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
The Fund Exited Insmed (INSM) After the Investment Thesis Played Out
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
Revolution Medicines’ (RVMD) Promising Clinical Results Signal Potential Paradigm Shift
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
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