Darling Ingredients (DAR) is Well-Positioned for Significant Margin Expansion
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
Insider Monkey Blog
How Lower Migration Costs Are Shortening Guidewire Software’s (GWRE) Sales Cycle
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
Strong Track Record Reinforces Arista Networks’ (ANET) Long Term Delivery
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
Earnings Beat and Raised Guidance Send Entegris (ENTG) Higher
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
BBH Select Mid Cap ETF’s Q2 2026 Investor Letter
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
Keysight Technologies (KEYS) Gains From Equipment Growth Fueled By AI Use Cases
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Search and Cloud Strength Drive Alphabet’s (GOOG) Rally
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Copart’s (CPRT) Financials Show Resilience; Leadership Changes Highlight Stability
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Intercontinental Exchange (ICE) Caught in AI Loser Narrative Despite Strong Results
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Arch Capital’s (ACGL) Valuation Supports Strategic Capital Allocation
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
End-Market Strength & Data Center Demand Drive Texas Instruments Incorporated’s (TXN) Growth
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Madison Large Cap Fund’s Q2 2026 Investor Letter
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. In the second quarter, U.S.
Multiple headwinds Weighed on Enovix Corp’s (ENVX) Performance
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2026 investor letter.
Massif Capital’s Q2 2026 Investor Letter
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2026 investor letter.
PrimeXBT Expands Swap-Free Trading to PXTrader 2.0
PrimeXBT, a global multi-asset broker, has expanded its Swap-Free offering to PXTrader 2.0, giving traders access to both Swap-Free and Extended Swap-Free accounts on its proprietary...
Why Capital One (COF) Could See Both Earnings Growth and Multiple Expansion?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Structural Supply Tightening Drives Multi-Year Bull Case for Alcoa Corp. (AA)
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Plug Power’s (PLUG) Turnaround Math Finally Starts Adding Up
On August 10, Plug Power (NASDAQ:PLUG) held its second-quarter earnings call, and the numbers pointed toward a company closing the gap between its long-promised turnaround and...
Could EQT (EQT) Be a Major Winner From LNG and Data Center Power Demand?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
30% Free Cash Flow Yield Positions Charter Communications (CHTR) for De-leveraging and Shareholder Return
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
AECOM’s (ACM) Record Backlog Collides With A Costly Charge
On August 17, AECOM (NYSE:ACM) delivered a third quarter that looked strong and messy at the same time.
ACV Auctions (ACVA) Reports Record Revenue and EBITDA Growth As Market Softens
On August 10, ACV Auctions (NYSE:ACVA) reported second-quarter results that showed a company pulling two directions at once.
Harrow (HROW): Strong Product Momentum Meets A Steep H2 Revenue Target
On August 10, Harrow Inc. (NASDAQ:HROW) walked investors through a first half that fell short and a back half that now has to make up the difference.
Brookdale Senior Living (BKD) Bets Big On Real Estate While Occupancy Lags
On August 10, Brookdale Senior Living (NYSE:BKD) reported second-quarter results that management framed as proof its turnaround is taking hold, even as occupancy growth keeps ...
Is Mercury Systems (MRCY)’s Partnership With Palantir Technologies (PLTR) the Catalyst for a Hardware Turnaround?
On August 3, Mercury Systems, Inc. (NASDAQ:MRCY) and Palantir Technologies Inc.
Helios Technologies (HLIO) Just Posted Record Numbers, Can It Keep Climbing
On August 10, Helios Technologies (NASDAQ:HLIO) reported second-quarter results that pushed its turnaround story into a new chapter.
Archer Aviation (ACHR) Bets Big On Becoming More Than An Air Taxi Company
On August 10, Archer Aviation (NYSE:ACHR) held its second-quarter earnings call and used it to lay out a transformation few investors saw coming.
Babcock & Wilcox (BW): This Legacy Power Company Just Found Its AI Gold Rush
On August 10, Babcock & Wilcox (NYSE:BW) reported second-quarter results that turned a story about power generation into a story about artificial intelligence.
Inside i-80 Gold’s (IAUX) High-Stakes Race To Grow Production
On August 11, i-80 Gold (NYSEAMERICAN:IAUX) walked investors through a second quarter that looked like a company finally standing on solid ground.
Upwork (UPWK) Posts A Profit Beat, But Cuts Its Growth Outlook
On August 10, Upwork (NASDAQ:UPWK) reported second-quarter 2026 results that beat its own targets on profit even as the freelance marketplace confronts a shrinking core business...
OppFi (OPFI) Cuts Guidance but Holds the Line on 2028 Targets
On August 10, OppFi (NYSE:OPFI) held its second-quarter 2026 earnings call, and the numbers pulled in two directions at once.
Rapid7 (RPD) Bets On A Sharper Focus To Reverse Its Slide
On August 10, Rapid7 (NASDAQ:RPD) held its first earnings call under new CEO Wael Mohamed, who used the moment to lay out a leaner, more focused version of the cybersecurity company...
American Public Education (APEI) Proves Its Multi-Year Overhaul Finally Paid Off
On August 10, American Public Education (NASDAQ:APEI) reported second-quarter results that beat the high end of its own guidance on nearly every line, then raised its outlook ...
Compass Diversified (CODI): Branded Consumer Growth Masks Industrial Drag in Q2
On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once.
From Yellowcake to Commercial Scale: Can Ur-Energy (URG) Live Up to Its Uranium Hype?
On August 11, Ur-Energy (NYSEAMERICAN:URG) held its second quarter 2026 earnings call, and the numbers behind it show a uranium producer moving from promise to production.
Pangaea Logistics (PANL): Freight Rate Rally Drives Operational Strength Amid Margin Pressures
On August 11, Pangaea Logistics Solutions (NASDAQ:PANL) reported second-quarter results that showed just how much a freight market can swing in a shipper's favor.
Flowco’s (FLOC) Growth Story Runs Into a Cost Problem
On August 11, Flowco Holdings (NYSE:FLOC) reported second-quarter results that landed within the company's original guidance range, even as rising fuel and lubricant costs cut...
Applied Materials Delivered a Record Quarter. The Stock Fell Anyway
The company published fiscal third-quarter results after the market closed on August 13, with revenue of $9.12 billion, up 25% year-over-year and higher than analyst expectations...
Nielsen’s $2.15 Billion Bet on DoubleVerify: What It Means for Ad-Tech
The global media analytics and digital advertising market is at a phase of rapid restructuring, as evidenced by Nielsen's definitive agreement to buy digital ad verification leader...
Diesel Engines Meet the AI Boom: Inside Caterpillar and Cummins’ Record Quarters
Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts.
Energy Transfer’s (ET) Natural Gas Opportunity is Huge. So are the Risks
Energy Transfer LP (NYSE:ET) owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with more than 125,000 miles of pipeline...
Permian Resources (PR): Is the 55% Rally Just Getting Started?
Permian Resources Corporation (NYSE:PR) was held by 56 hedge funds at the end of Q1 2026, remaining unchanged from the previous quarter.
Marathon Petroleum (MPC) is Up 121% in 2026. Is There Still More Upside?
Marathon Petroleum Corporation (NYSE:MPC) was held by 54 hedge funds at the end of Q1 2026 in the Insider Monkey database, down from 64 in the previous quarter.
Morgan Stanley Expects Chevron (CVX) to Hit a New High. Can the Oil Giant Keep Rallying?
Chevron Corporation (NYSE:CVX) is one of the largest integrated energy companies in the world.
BP Just Returned to Venezuela. Brilliant Bet or a Big Mistake?
A Bloomberg report on August 18 revealed that BP plc (NYSE:BP) has become the latest foreign company to enter the Venezuelan oil trade, with the tanker Monte Lema loading 400,...
L3Harris (LHX) Reaffirmed Guidance After Replacing Its CEO. Why Did Shares Fall 4.6%?
L3Harris Technologies, Inc.
Copper Just Overtook Iron Ore at BHP Group (BHP). Is Its Portfolio Finally Re-Rating?
BHP Group Limited (NYSE:BHP) delivered the clearest evidence yet that its earnings center has shifted.
XP Inc. (XP) Beat Estimates. Is a U.S. Banking Operation Growth or Distraction?
XP Inc. (NASDAQ:XP) reported managerial net revenue, a non-GAAP measure, of R$4.884 billion, up 9% and slightly above consensus estimates.
Fabrinet (FN) Beat Earnings. Why Did Shares Fall 7% After Hours?
Fabrinet (NYSE:FN) delivered record fiscal fourth-quarter revenue of $1.316 billion, up 45% from a year earlier, and non-GAAP EPS of $4.10.
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