Brady Corp (BRC) Forecast $6.25 to $6.75 Adjusted EPS. Can Lower-Margin IPS Deliver Accretion?
Brady Corporation (NYSE:BRC) reported fiscal 2026 sales of $1.66 billion, up 9.8%, including 5.3% organic growth.
Insider Monkey Blog
Arcosa Shareholders Approve $8.5B CRH Deal. Does the Vote De-Risk a First-Quarter 2027 Closing?
Arcosa, Inc. (NYSE:ACA) shareholders approved the proposed acquisition by CRH plc (NYSE:CRH) on September 4.
Stanley Black & Decker (SWK) Agreed to Sell Excel Industries. Will a Narrower Portfolio Improve Returns?
Stanley Black & Decker, Inc. (NYSE:SWK) entered into a definitive agreement to sell Excel Industries to Bad Boy Mowers.
Palo Alto (PANW) Reports 63% NGS ARR Growth but a $282M GAAP Net Loss. Can Platform Expansion Absorb Acquisition Costs?
Palo Alto Networks, Inc. (NASDAQ:PANW) reported fiscal fourth-quarter revenue of $3.41 billion, up 34% year over year.
Celanese Corporation (CE) is Selling Another 19% of Nutrinova for $152 Million. Is Deleveraging Worth Reducing Its Stake to 11%?
Celanese Corporation (NYSE:CE) agreed to sell another 19% of the Nutrinova food-ingredients joint venture to Mitsui & Co., Ltd. for approximately $152 million in cash.
Dell (DELL) Reports $60.9B of AI Server Orders and a $95B Backlog. Can the Demand Surge Produce Durable Cash Flow?
Dell Technologies Inc. (NYSE:DELL) reported fiscal second-quarter 2027 revenue of $47.0 billion, up 58% year over year.
Comstock (CRK) Signs a $1.65B SOCAR Letter of Intent and a $450M Drilling Venture. Does Deleveraging Outweigh the Economics It Gives Up?
Comstock Resources, Inc. (NYSE:CRK) signed a nonbinding letter of intent under which SOCAR would pay $1.65 billion in cash, subject to customary adjustments.
MongoDB (MDB) Reports 30% Revenue Growth and 91% RPO Growth. Is Atlas Demand Durable Enough to Sustain Operating Leverage?
MongoDB, Inc. (NASDAQ:MDB) reported fiscal second-quarter revenue of $771.8 million, up 30% year over year.
GitLab (GTLB) Reports Net ARR Growth Above 40% as Operating Cash Flow Turns Negative. Will AI Demand Convert Into Durable Revenue and Cash?
GitLab Inc. (NASDAQ:GTLB) reported fiscal second-quarter revenue of $286.3 million, up 21% year over year, as gross bookings reached a company record.
Credo (CRDO) Reports 115% Revenue Growth but Lower GAAP Gross Margin. Can AI Connectivity Scale Without Further Margin Compression?
Credo Technology Group Holding Ltd (NASDAQ:CRDO) reported fiscal first-quarter 2027 revenue of $479.0 million, up 9.6% sequentially.
Shell (SHEL) Signs Deal to Take Full Ownership of Tri Star and Add 320 Sites
Shell plc (NYSE:SHEL) is moving deeper into company-owned convenience retail.
RedHill (RDHL) Acquires Rebyota and Clenpiq Commercialization Rights for $12M Upfront. Can Sales Outpace Royalties?
RedHill Biopharma Ltd. (NASDAQ:RDHL) acquired exclusive global commercialization rights to Rebyota and exclusive U.S.
Red Robin (RRGB) Completes $89.4M of Refranchising Transactions. Will Debt Relief Offset the Loss of Company-Operated Economics?
Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB) completed the sale and refranchising of 108 company-owned restaurants, generating approximately $89.4 million in gross proceeds.
Gold X2 Drilling Intersects 173.0m of 0.89 g/t Au 100m Beneath the RPEEE Pit at QES
Vancouver, British Columbia, September 10th, 2026, FinanceWire Gold X2 Mining Inc.
ZenaTech Secures Irish Aviation Authority Operational Authorization for Drone-Based Crop and Soil Nutrient Application Services
Vancouver, British Columbia, September 10th, 2026, FinanceWire SORA-based authorization for ZenaDrone enables the Drone as a Service platform to deliver large-scale precision ...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Here’s What Fuels Park Aerospace (PKE) Earnings Power
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
From Acquisition Mistakes to AI Disruption: Why TechTarget (TTGT) Became a Short Target
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
How The Elmet Group Co. (ELMT) Is Bolstering the Military Supply Chain
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Prosper Stars & Stripes Closed Ambiq Micro (AMBQ) as Bullish Target Achieved
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Applied Aerospace & Defense (AADX) is Positioned for Accelerated Growth
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Why Procore (PCOR) Could Turn AI Fears Into a Long-Term Growth Opportunity
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Is LightPath (LPTH) a Hidden Winner in Missile Defense and Space?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Prosper Stars & Stripes Covered Innodata (INOD) Short Position in Q2
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Steady Volumes and Pricing Lift CSX Corp (CSX)
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
How SiTime’s (SITM) Silicon Timing Devices Power AI Data Centers
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Jim Cramer Names Medline (MDLN) a Sleeper Compounder
During the September 8 episode of Mad Money, Jim Cramer compared Medline Inc.
Jim Cramer Calls Medtronic (MDT) a “Quandary” as Growth Surges and Diabetes Exit Nears
Jim Cramer called Medtronic plc (NYSE:MDT) a “quandary” on the September 8 episode of Mad Money, as he said: At the same time, there's some tremendous healthcare companies...
Citigroup (C) Gains on Turnaround Momentum
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Robust Aftermarket Boosts Howmet Aerospace (HWM) Performance
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Sector-Wide Demand Pushes Caterpillar (CAT) Shares Higher
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Heavy Investment Sustains NVIDIA’s (NVDA) AI Leadership
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Evolution Metals & Technologies Provides Initial Revenue Guidance of $400-460mm for Fiscal Year 2027
Miami, Florida, September 10th, 2026, FinanceWire Fiscal 2027 outlook of $400 million to $460 million reflects the expected first full-year contribution from the expansion of ...
Gas Turbine And Grid Backlog Powers GE Vernova (GEV)
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Lam Research (LRCX) Benefits From Memory Expansion
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Barometer Capital Management’s Q2 2026 Investor Letter
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter.
Arm Holdings (ARM): AI Infrastructure and CPU Demand Drive Upbeat Outlook
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth...
Increasing Power Demand Amid AI Boom Strengthens Bloom Energy (BE)
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth...
Netflix (NFLX) Shares Pressured by Weak Q2 Outlook
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth...
Should You Be Bullish on Intel Corporation (INTC)?
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth...
Exiting Insmed (INSM) Following Disappointing Key Drug Uptake
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth...
Backlog Strength and Space Demand Lift Rocket Lab (RKLB)
American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth ...
Here’s Why Alnylam Pharmaceuticals (ALNY) Declined
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth...
TSMC and Samsung Just Strengthened ASML’s (ASML) High-NA Demand Case. But the Payoff Is Still Years Away
As the demand for advanced chips continues to demonstrate momentum, Samsung and Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) just announced their commitment ...
CrowdStrike (CRWD) Is Becoming a Vendor of Choice for Agentic AI Security. Can It Sustain the Momentum?
Scotiabank believes CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is emerging as a “vendor of choice” for agentic AI security needs.
Birkenstock Proves Premium Still Sells, Even as the Rest of Retail Struggles
While much of the clothing and footwear industry has spent this earnings season explaining away low consumer demand, Birkenstock Holding plc (NYSE:BIRK) showed an entirely different...
Tectonic Therapeutic (TECX) Clears Two Trial Hurdles With Cash To Spare
On August 6, Tectonic Therapeutic (NASDAQ:TECX) reported second quarter results built around two clinical wins rather than sales figures, since this is a clinical stage biotech...
Chatham Lodging’s (CLDT) Room Rates Just Hit A Record High
On August 4, Chatham Lodging Trust (NYSE:CLDT) reported second-quarter results that showed a hotel operator squeezing more profit out of nearly every room it owns.
Hedge Fund Resource Center
