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Insider Monkey Blog

Forgent Power Solutions (FPS) Positioned for Faster Customer Outcomes Amid Increasing AI Infrastructure Spending

Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Technological Advancements Fueling Badger Meter’s (BMI) Long-Term Growth Potential

Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

AirJoule’s (AIRJ) Water Technology Meets A Growing Data Center Crisis

On August 14, AirJoule Technologies (NASDAQ:AIRJ) reported second-quarter results that arrived alongside a striking backdrop: state governments are now blocking new data centers...

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August 27 - Hedge Funds, News

Sandhill Investment Management’s Q2 2026 Investor Letter

Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter.

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August 27 - Hedge Fund Investor Letters, News

How Shift4 Payments (FOUR) is Shaping the Future of Transactions

Emeth Value Capital, an investment management company, released its second-quarter investor letter. A copy of the letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Emeth Value Capital’s Q2 2026 Investor Letter

Emeth Value Capital, an investment management company, released its second quarter investor letter.

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August 27 - Hedge Fund Investor Letters, News

Qualys (QLYS) Benefits as AI Strengthens Cybersecurity Demand 

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

A Rejected Vote Pushes Capricor (CAPR) Toward A Narrower Path

On August 13, Capricor Therapeutics (NASDAQ:CAPR) held its second-quarter earnings call, just over two weeks after an FDA advisory committee voted 3 to 9 against the company's...

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August 27 - Hedge Funds, News

Focused Leadership is Driving Sustainable Growth at White Mountains Insurance (WTM)

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Nubank’s (NU) First Billion-Dollar Quarter Comes With New Questions

On August 13, Nu Holdings Ltd.

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August 27 - Hedge Funds, News

What Makes Entegris (ENTG) a Long-Term Bet?

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Intel and NVIDIA Are Chasing a $200 Billion AI Market —Another Chipmaker May Be Better Positioned

Wall Street sees a new leg of artificial intelligence infrastructure boom taking shape, particularly as the industry shifts its attention from pure model training to complex, ...

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August 27 - Hedge Funds, News

Here’s Why Churchill Downs (CHDN) Traded Lower in Q2

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

StoneCo’s (STNE) Credit Boom Comes With A Costly Catch

On August 13, StoneCo (NASDAQ:STNE) walked investors through a quarter that captures the central tension in its story right now: a credit business scaling faster than almost anyone...

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August 27 - Hedge Funds, News

Could Credit Acceptance (CACC) Keep Rising as Credit Trends Improve? 

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

London Company SMID Cap Strategy’s Q2 2026 Investor Letter

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” U.S.

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August 27 - Hedge Fund Investor Letters, News

Nektar’s (NKTR) Billion-Dollar Balance Sheet Faces A Multi-Year Test

On August 13, Nektar Therapeutics (NASDAQ:NKTR) held its second-quarter earnings call and laid out where its lead drug candidate stands after years of development.

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August 27 - Hedge Funds, News

Elliott Bets Multibillion-Dollar Position on Closing Synopsys’ (SNPS) Peer Discount

13D Activist Fund is a mutual fund focusing on companies that are targeted by shareholder activists.

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August 27 - Hedge Fund Investor Letters, News

ATRenew (RERE): Secondhand Tech Giant Quietly Posting Record Profits

On August 20, ATRenew (NYSE:RERE) reported second-quarter results that beat the high end of its own guidance, with revenue climbing 32.4% year over year to RMB 6.6 billion.

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August 27 - Hedge Funds, News

13D Activist Fund’s Q2 2026 Investor Letter

13D Activist Fund is a mutual fund focusing on companies that are targeted by shareholder activists.

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August 27 - Hedge Fund Investor Letters, News

Futu (FUTU) Posts Record Quarter Despite Regulatory Headwinds

On August 20, Futu Holdings Limited (NASDAQ:FUTU) reported the strongest quarter in its history, with trading volume pushing past HK$6 trillion for the first time.

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August 27 - Hedge Funds, News

Alluvial Fund’s Views on Vistance Networks (VISN)

Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%.

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August 27 - Hedge Fund Investor Letters, News

Amazon Trades at 24x 2027 Earnings. Citizens Says It Should Be Worth 29x

Citizens’ analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target.

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August 27 - Hedge Funds, News

How Talen Energy Corporation (TLN) Transformed Bankruptcy into a High-Yield Masterclass

Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%.

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August 27 - Hedge Fund Investor Letters, News

Alphabet’s $515 Target Looks Ambitious — But Google Cloud Is Growing 82%

Citizens’ $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average.

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August 27 - Hedge Funds, News

Zoom Beat Every Estimate and Fell Anyway. Citizens Says That’s Exactly the Point

Zoom Communications Inc. (NASDAQ:ZM) delivered a clean Q2 2027 print.

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August 27 - Hedge Funds, News

Keeping a Close Watch: Garrett Motion’s (GTX) Rising Share Price and Future Returns

Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%.

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August 27 - Hedge Fund Investor Letters, News

Alluvial Capital Management’s Q2 2026 Investor Letter

Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%.

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August 27 - Hedge Fund Investor Letters, News

Regeneron Pharmaceuticals (REGN) Adjusts Course Amid Mixed Results in Melanoma Drug Trials

Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

NetEase’s (NTES) Old Hits Are Still Doing The Heavy Lifting

On August 20, NetEase (NASDAQ:NTES) reported second-quarter results that leaned almost entirely on games the company launched years, not months, ago.

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August 27 - Hedge Funds, News

Daqo (DQ) Cuts Its Losses While Betting On An AI Pivot

On August 20, Daqo New Energy (NYSE:DQ) held its second-quarter earnings call, and the numbers told two stories at once.

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August 27 - Hedge Funds, News

OSI Systems (OSIS) Rides Record Profits Through A Middle East Storm

On August 20, OSI Systems (NASDAQ:OSIS) reported a fiscal fourth quarter that looked like two different stories stapled together.

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August 27 - Hedge Funds, News

Atour Lifestyle (ATAT): Hotel Brand Growing Faster Than Its Own Margins

On August 20, Atour Lifestyle Holdings (NASDAQ:ATAT) held its second-quarter earnings call, and the numbers made clear why the stock has become one of the more closely watched...

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August 27 - Hedge Funds, News

Deere & Company (DE): Farm Equipment Giant Finds Growth In Unlikely Corners

On August 20, Deere & Company (NYSE:DE) held its third quarter fiscal 2026 earnings call, and the headline number told a story its largest division couldn't.

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August 27 - Hedge Funds, News

Buckle’s (BKE) Women’s Business Is Quietly Outrunning The Rest Of The Store

On August 21, The Buckle Inc.

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August 27 - Hedge Funds, News

XPeng (XPEV) Chases A Robotic Future While Auto Losses Deepen

On August 24, XPeng (NYSE:XPEV) reported second-quarter results that read like two different companies sharing one earnings call.

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August 27 - Hedge Funds, News

KE Holdings (BEKE) Outruns Falling Revenue With Record Profit Margins

On August 21, KE Holdings (NYSE:BEKE) released second-quarter results that split its top and bottom lines in opposite directions.

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August 27 - Hedge Funds, News

Pony AI (PONY) Sees Robotaxi Fares Soar as Global Fleet Expands

On August 18, Pony AI (NASDAQ:PONY) held its second-quarter earnings call, and the headline number was hard to miss.

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August 27 - Hedge Funds, News

ReNew Energy (RNW) Q1 Earnings: Expanding Portfolio Meets a Pending Buyout Offer

On August 18, ReNew Energy Global (NASDAQ:RNW) reported first-quarter fiscal 2027 results that arrived alongside a much bigger headline than any single quarter usually carries...

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August 27 - Hedge Funds, News

Hesai’s (HSAI) Robotics Bet Just Started Paying Off In A Big Way

On August 18, Hesai Group (NASDAQ:HSAI) held its second quarter earnings call, and the numbers made clear that the lidar maker's pivot into robotics is no longer a side project...

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August 27 - Hedge Funds, News

Vnet Group (VNET): A Data Center Milestone Comes With A Catch

On August 18, Vnet Group Inc.

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August 27 - Hedge Funds, News

Why Amer Sports (AS) Keeps Beating Its Own Expectations

On August 18, Amer Sports (NYSE:AS) reported second-quarter results for the period ended June 30, 2026, that blew past its own guidance, with revenue climbing 32.1% to $1.63 billion...

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August 27 - Hedge Funds, News

Mercury Systems (MRCY) Is Sitting On A Record Pile Of Orders

On August 18, Mercury Systems (NASDAQ:MRCY) reported fiscal fourth-quarter and full-year results that came in well ahead of its own plan.

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August 27 - Hedge Funds, News

Gold Fields (GFI) Rides A Gold Price Surge To Record Cash Flow

On August 25, Gold Fields (NYSE:GFI) posted first-half results that showed just how much a rebounding gold price and a long-awaited mine ramp-up can do for a miner's cash flow...

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August 27 - Hedge Funds, News

Target’s (TGT) Turnaround Shows Real Traction, But The Fine Print Matters

On August 19, Target Corp.

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August 27 - Hedge Funds, News

TJX (TJX) Beats Expectations Even As Its Biggest Division Stumbles

On August 19, The TJX Companies (NYSE:TJX) reported second-quarter results that beat its own plan, even though its largest division could not keep pace with the rest of the business...

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August 27 - Hedge Funds, News

Keysight’s (KEYS) Orders Just Topped $2B Again, But Can Supply Keep Up

On August 18, Keysight Technologies (NYSE:KEYS) delivered a fiscal third quarter that beat the high end of its own guidance across the board.

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August 27 - Hedge Funds, News

Lowe’s (LOW) Leans On Pro And Online As DIY Cools

On August 19, Lowe's Companies (NYSE:LOW) reported second-quarter sales of $26 billion, up 8.3% from a year earlier, even though comparable sales inched up just 0.2%.

Keep Reading →

August 27 - Hedge Funds, News

Estée Lauder’s (EL) Turnaround Story Just Got Real Numbers Behind It

On August 19, Estée Lauder Companies (NYSE:EL) released its fiscal 2026 fourth-quarter and full-year earnings, and the numbers finally matched the turnaround story management...

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August 27 - Hedge Funds, News

Could Ross Stores (ROST)’s Blowout Comp Growth Signal a Bigger Market Share Opportunity?

Ross Stores, Inc. (NASDAQ:ROST) surged after raising its full-year fiscal 2026 earnings guidance.

Keep Reading →

August 26 - Hedge Funds, News

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