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Insider Monkey Blog

12 Most Undervalued Canadian Stocks to Buy According to Hedge Funds

On January 27, Sherry Paul, Morgan Stanley senior portfolio manager, joined CNBC's 'Closing Bell' to discuss whether more volatility is ahead.

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February 6 - Hedge Funds, News

Hedge Fund Investor Letters Q4 2025

We will be sharing Q4 2025 hedge fund investor letters in this article.

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February 6 - Hedge Fund Investor Letters, News

10 AI Stocks to Keep on Your Radar

The United States and China, two leading powers in military and AI, have refused to sign a voluntary declaration agreed at the Responsible Artificial Intelligence in the Military...

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February 6 - Hedge Funds, Industries, News, Tech

Microsoft (MSFT)’s Grooming For Copliot Might Not Be Working, Says Jim Cramer

We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver.

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February 6 - News

Jim Cramer Commented on These 14 Stocks

There is a reason I always hesitate to recommend the hottest stocks in the market, the ones with the parabolic moves, the monstrous one-day gains.

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February 6 - Hedge Funds, News

Pelican Bay Capital Management Bets on Zoetis (ZTS) to Capitalize on Expanding Pet Care Market

Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Pelican Bay Capital Management Sold CME Group (CME) in Q4

Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

PBCM Sold on Semiconductor (ON) Due to Persistent Downturn in EV Demand

Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Alphabet (GOOG): One of the Biggest Beneficiaries of the AI Transition

Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Pelican Bay Capital Management’s Q4 2025 Investor Letter

Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Arcellx (ACLX) Declined Despite Positive Clinical Trial Results

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Increased Demand for Vyvgart Boosted Argenx SE (ARGX) in Q4

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Is Elanco Animal Health Incorporated (ELAN) at an Inflection Point?

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Will Thermo Fisher Scientific (TMO) Benefit from Favorable Trends in the Market?

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Baron Health Care Fund is Expecting High Operating Margins for Arcutis Biotherapeutics (ARQT)

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

What Makes Welltower (WELL) an Attractive Investment?

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Cheniere Energy (LNG) Sees Mixed Analyst Activity in January

On January 28, 2026, RBC Capital lowered its price target on Cheniere Energy, Inc. (NYSE:LNG) from $282 to $271 while keeping the Outperform rating.

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February 6 - News

Penumbra (PEN) Reported Revenue Growth of 16.9% in Q4

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

What Makes Repligen Corporation (RGEN) an Investment Choice?

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Baron Health Care Fund Remains Positive on Encompass Health Corporation’s (EHC) Growth Prospects

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Liquidity Services, Inc. (NASDAQ:LQDT) Q1 2026 Earnings Call Transcript

Liquidity Services, Inc. (NASDAQ:LQDT) Q1 2026 Earnings Call Transcript February 5, 2026Liquidity Services, Inc. beats earnings expectations.

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February 6 - News, Transcripts

Natural Grocers by Vitamin Cottage, Inc. (NYSE:NGVC) Q1 2026 Earnings Call Transcript

Natural Grocers by Vitamin Cottage, Inc. (NYSE:NGVC) Q1 2026 Earnings Call Transcript February 5, 2026Natural Grocers by Vitamin Cottage, Inc. misses on earnings expectations.

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February 6 - News, Transcripts

CMS Energy Corporation (NYSE:CMS) Q4 2025 Earnings Call Transcript

CMS Energy Corporation (NYSE:CMS) Q4 2025 Earnings Call Transcript February 5, 2026CMS Energy Corporation beats earnings expectations.

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February 6 - News, Transcripts

Cummins Inc. (NYSE:CMI) Q4 2025 Earnings Call Transcript

Operator: Greetings. Welcome to the Fourth Quarter and Fiscal Year 2025 Cummins Inc. Earnings Conference Call. At this time, all participants are in a listen-only mode.

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February 6 - News, Transcripts

Construction Partners, Inc. (NASDAQ:ROAD) Q1 2026 Earnings Call Transcript

Construction Partners, Inc. (NASDAQ:ROAD) Q1 2026 Earnings Call Transcript February 5, 2026Construction Partners, Inc. beats earnings expectations.

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February 6 - News, Transcripts

Ralph Lauren Corporation (NYSE:RL) Q3 2026 Earnings Call Transcript

Ralph Lauren Corporation (NYSE:RL) Q3 2026 Earnings Call Transcript February 5, 2026Ralph Lauren Corporation misses on earnings expectations.

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February 6 - News, Transcripts

News Corporation (NASDAQ:NWS) Q2 2026 Earnings Call Transcript

Operator: Welcome to News Corporation's Second Quarter Fiscal 2026 Earnings Conference Call. Today's conference is being recorded.

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February 6 - News, Transcripts

Ares Management Corporation (NYSE:ARES) Q4 2025 Earnings Call Transcript

Ares Management Corporation (NYSE:ARES) Q4 2025 Earnings Call Transcript February 5, 2026Ares Management Corporation misses on earnings expectations.

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February 6 - News, Transcripts

Linde plc (NASDAQ:LIN) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, good day, and thank you for standing by. Welcome to the Linde Fourth Quarter 2025 Earnings Call and Webcast.

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February 6 - News, Transcripts

Arrow Electronics, Inc. (NYSE:ARW) Q4 2025 Earnings Call Transcript

Arrow Electronics, Inc. (NYSE:ARW) Q4 2025 Earnings Call Transcript February 5, 2026Arrow Electronics, Inc. beats earnings expectations.

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February 6 - News, Transcripts

Genpact Limited (NYSE:G) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to the 2025 Fourth Quarter Genpact Limited Earnings Conference Call.

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February 6 - News, Transcripts

IREN Limited (NASDAQ:IREN) Q2 2026 Earnings Call Transcript

IREN Limited (NASDAQ:IREN) Q2 2026 Earnings Call Transcript February 5, 2026IREN Limited misses on earnings expectations.

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February 6 - News, Transcripts

Regis Corporation (NASDAQ:RGS) Q2 2026 Earnings Call Transcript

Kersten Zupfer: Good morning, and thank you for joining the Regis Second Quarter 2026 Earnings Conference Call.

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February 6 - News, Transcripts

Suburban Propane Partners, L.P. (NYSE:SPH) Q1 2026 Earnings Call Transcript

Suburban Propane Partners, L.P. (NYSE:SPH) Q1 2026 Earnings Call Transcript February 5, 2026Suburban Propane Partners, L.P. beats earnings expectations.

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February 6 - News, Transcripts

CEMEX, S.A.B. de C.V. (NYSE:CX) Q4 2025 Earnings Call Transcript

CEMEX, S.A.B. de C.V. (NYSE:CX) Q4 2025 Earnings Call Transcript February 5, 2026CEMEX, S.A.B. de C.V. misses on earnings expectations.

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February 6 - News, Transcripts

Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q4 2025 Earnings Call Transcript

Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q4 2025 Earnings Call Transcript February 5, 2026Monolithic Power Systems, Inc. beats earnings expectations.

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February 6 - News, Transcripts

Thomson Reuters Corporation (NASDAQ:TRI) Q4 2025 Earnings Call Transcript

Thomson Reuters Corporation (NASDAQ:TRI) Q4 2025 Earnings Call Transcript February 5, 2026Thomson Reuters Corporation beats earnings expectations.

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February 6 - News, Transcripts

Reddit, Inc. (NYSE:RDDT) Q4 2025 Earnings Call Transcript

Krista: Afternoon. My name is Krista, and I will be your conference operator today.

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February 6 - News, Transcripts

Atlassian Corporation (NASDAQ:TEAM) Q2 2026 Earnings Call Transcript

Atlassian Corporation (NASDAQ:TEAM) Q2 2026 Earnings Call Transcript February 5, 2026Atlassian Corporation misses on earnings expectations.

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February 6 - News, Transcripts

StepStone Group Inc. (NASDAQ:STEP) Q3 2026 Earnings Call Transcript

StepStone Group Inc. (NASDAQ:STEP) Q3 2026 Earnings Call Transcript February 5, 2026StepStone Group Inc. beats earnings expectations.

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February 6 - News, Transcripts

Fortinet, Inc. (NASDAQ:FTNT) Q4 2025 Earnings Call Transcript

Operator: Hello, and welcome to Fortinet's Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that this call is being recorded.

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February 6 - News, Transcripts

Blue Owl Capital Inc. (NYSE:OWL) Q4 2025 Earnings Call Transcript

Blue Owl Capital Inc. (NYSE:OWL) Q4 2025 Earnings Call Transcript February 5, 2026Blue Owl Capital Inc. beats earnings expectations.

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February 6 - News, Transcripts

WEC Energy Group, Inc. (NYSE:WEC) Q4 2025 Earnings Call Transcript

WEC Energy Group, Inc. (NYSE:WEC) Q4 2025 Earnings Call Transcript February 5, 2026WEC Energy Group, Inc. beats earnings expectations.

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February 6 - News, Transcripts

Open Text Corporation (NASDAQ:OTEX) Q2 2026 Earnings Call Transcript

Open Text Corporation (NASDAQ:OTEX) Q2 2026 Earnings Call Transcript February 5, 2026Open Text Corporation misses on earnings expectations.

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February 6 - News, Transcripts

Impinj, Inc. (NASDAQ:PI) Q4 2025 Earnings Call Transcript

Operator: Welcome to Impinj, Inc.'s Fourth Quarter and Full Year 2025 Financial Results Conference Call and Webcast. All participants will be in a listen-only mode.

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February 6 - News, Transcripts

Lightspeed Commerce Inc. (NYSE:LSPD) Q3 2026 Earnings Call Transcript

Lightspeed Commerce Inc. (NYSE:LSPD) Q3 2026 Earnings Call Transcript February 5, 2026Lightspeed Commerce Inc. misses on earnings expectations.

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February 6 - News, Transcripts

Ladder Capital Corp (NYSE:LADR) Q4 2025 Earnings Call Transcript

Ladder Capital Corp (NYSE:LADR) Q4 2025 Earnings Call Transcript February 5, 2026Ladder Capital Corp misses on earnings expectations.

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February 6 - News, Transcripts

Tapestry, Inc. (NYSE:TPR) Q2 2026 Earnings Call Transcript

Operator: While sites are on hold, we appreciate your patience and ask that you please continue to stand by. Please standby. Your meeting is about to begin.

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February 6 - News, Transcripts

The Estée Lauder Companies Inc. (NYSE:EL) Q2 2026 Earnings Call Transcript

The Estée Lauder Companies Inc. (NYSE:EL) Q2 2026 Earnings Call Transcript February 5, 2026The Estée Lauder Companies Inc. beats earnings expectations.

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February 6 - News, Transcripts

Asbury Automotive Group, Inc. (NYSE:ABG) Q4 2025 Earnings Call Transcript

Asbury Automotive Group, Inc. (NYSE:ABG) Q4 2025 Earnings Call Transcript February 5, 2026Asbury Automotive Group, Inc. misses on earnings expectations.

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February 6 - News, Transcripts

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