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Insider Monkey Blog

Borr Drilling Limited (BORR): A Bull Case Theory 

We came across a bullish thesis on Borr Drilling Limited on The Pale Blue Dot’s Substack by Saad Khan. In this article, we will summarize the bulls’ thesis on BORR.

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February 3 - News, Stock Analysis

Array Digital Infrastructure, Inc. (AD): A Bull Case Theory 

We came across a bullish thesis on Array Digital Infrastructure, Inc. on Valueinvestorsclub.com by madler934.

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February 3 - News, Stock Analysis

Peabody Energy Corporation (BTU): A Bull Case Theory 

We came across a bullish thesis on Peabody Energy Corporation on Valueinvestorsclub.com by mana12. In this article, we will summarize the bulls’ thesis on BTU.

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February 3 - News, Stock Analysis

CarGurus, Inc. (CARG): A Bull Case Theory

We came across a bullish thesis on CarGurus, Inc. on Valueinvestorsclub.com by u0422811. In this article, we will summarize the bulls’ thesis on CARG.

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February 3 - News, Stock Analysis

Chemed Corporation (CHE): A Bull Case Theory 

We came across a bullish thesis on Chemed Corporation on Valueinvestorsclub.com by darthtrader.

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February 3 - News, Stock Analysis

Progress Software Corporation (PRGS): A Bear Case Theory 

We came across a bearish thesis on Progress Software Corporation on Valueinvestorsclub.com by MCM20. In this article, we will summarize the bears’ thesis on PRGS.

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February 3 - News, Stock Analysis

PDD Holdings Inc. (PDD): A Bull Case Theory

We came across a bullish thesis on PDD Holdings Inc. on Bullseye Research’s Substack by Bullseye Investing.

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February 3 - News, Stock Analysis

Post Holdings, Inc. (POST): A Bull Case Theory 

We came across a bullish thesis on Post Holdings, Inc. on Valueinvestorsclub.com by Pluto. In this article, we will summarize the bulls’ thesis on POST.

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February 3 - News, Stock Analysis

10 Stocks Crushing Wall Street With Massive Gains

Ten stocks soared by double-digit gains on Tuesday, while the broader market lagged in performance, as investor sentiment was bolstered by government initiatives and industry-...

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February 3 - Market Movers, News

Analysts Continue to Raise SiTime Corporation’s (SITM) Target Price

SiTime Corporation (NASDAQ:SITM) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years.

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February 3 - News

Vyjuvek Growth Powers Krystal Biotech’s (KRYS) Huge Upward Analyst Target Price Revision

Krystal Biotech, Inc. (NASDAQ:KRYS) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years.

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February 3 - News

MI450 AI Accelerator to Power Advanced Micro Devices’ (AMD) 2026 Returns

Advanced Micro Devices (NASDAQ:AMD) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years.

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February 3 - News

Analysts May Have Underestimated Argenx SE’s (ARGX) 5 year Revenue Growth

Argenx SE (NASDAQ:ARGX) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. According to a report released on January 21, Emily Bodnar of H.C.

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February 3 - News

Analysts Reiterate Mobileye Global (MBLY) Upside Post Earnings

Mobileye Global Inc. (NASDAQ:MBLY) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years.

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February 3 - News

Ecommerce to Drive AppLovin Corporation’s (APP) 2026 Growth Story

AppLovin Corporation (NASDAQ:APP) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years.

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February 3 - News

Analysts Review Arm Holdings (ARM) Revenue Projections

Arm Holdings plc (NASDAQ:ARM) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years.

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February 3 - News

Macroeconomic Strength to Drive AeroVironment Inc’s (AVAV) Shareholder Returns

AeroVironment, Inc. (NASDAQ:AVAV) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years.

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February 3 - News

Astera Labs’ (ALAB) Product Roadmap Excites Investors

Astera Labs, Inc. (NASDAQ:ALAB) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years.

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February 3 - News

Could Broadcom Inc (AVGO) Double Its Revenue in Two Years?

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. Chris Caso of Wolfe Research upgraded Broadcom Inc.

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February 3 - News

Legence Corp. (LGN): A Bull Case Theory 

We came across a bullish thesis on Legence Corp. on Valueinvestorsclub.com by onodacapital. In this article, we will summarize the bulls’ thesis on LGN.

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February 3 - News, Stock Analysis

Primo Brands Corporation (PRMB): A Bull Case Theory 

We came across a bullish thesis on Primo Brands Corporation on Valueinvestorsclub.com by hollowcow. In this article, we will summarize the bulls’ thesis on PRMB.

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February 3 - News, Stock Analysis

NuScale Power Corporation (SMR): A Bull Case Theory 

We came across a bullish thesis on NuScale Power Corporation on MTC’s Substack. In this article, we will summarize the bulls’ thesis on SMR.

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February 3 - News, Stock Analysis

Warby Parker Inc. (WRBY): A Bull Case Theory 

We came across a bullish thesis on Warby Parker Inc. on Valueinvestorsclub.com by CaptainAyub.

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February 3 - News, Stock Analysis

Cytokinetics, Incorporated (CYTK): A Bull Case Theory 

We came across a bullish thesis on Cytokinetics, Incorporated on Valueinvestorsclub.com by Bohr. In this article, we will summarize the bulls’ thesis on CYTK.

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February 3 - News, Stock Analysis

Figure Technology Solutions, Inc. (FIGR): A Bull Case Theory 

We came across a bullish thesis on Figure Technology Solutions, Inc. on Valueinvestorsclub.com by raf698. In this article, we will summarize the bulls’ thesis on FIGR.

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February 3 - News, Stock Analysis

National Storage Affiliates Trust (NSA): A Bull Case Theory 

We came across a bullish thesis on National Storage Affiliates Trust on Valueinvestorsclub.com by Rtg123.

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February 3 - News, Stock Analysis

Ondas Inc. (ONDS): A Bull Case Theory

We came across a bullish thesis on Ondas Inc. on Bullseye Research’s Substack by Bullseye Investing.

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February 3 - News, Stock Analysis

Quanta Services, Inc. (PWR): A Bull Case Theory 

We came across a bullish thesis on Quanta Services, Inc. on r/investing by mm_newsletter. In this article, we will summarize the bulls’ thesis on PWR.

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February 3 - News, Stock Analysis

BlackBerry Limited (BB): A Bull Case Theory

We came across a bullish thesis on BlackBerry Limited on Valueinvesting subreddit by EndLessCode001.

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February 3 - News, Stock Analysis

Brightstar Lottery PLC (BRSL): A Bull Case Theory 

We came across a bullish thesis on Brightstar Lottery PLC on Value & Error’s Substack.

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February 3 - News, Stock Analysis

CoreWeave, Inc. (CRWV): A Bull Case Theory 

We came across a bullish thesis on CoreWeave, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on CRWV.

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February 3 - News, Stock Analysis

Flagstar Bank, National Association (FLG): A Bull Case Theory 

We came across a bullish thesis on Flagstar Bank, National Association on Value & Error’s Substack.

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February 3 - News, Stock Analysis

IREN Limited (IREN): A Bull Case Theory 

We came across a bullish thesis on IREN Limited on Investment Ideas by Antonio’s Substack by Antonio Linares.

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February 3 - News, Stock Analysis

Itron, Inc. (ITRI): A Bull Case Theory

We came across a bullish thesis on Itron, Inc. on r/stockstobuytoday by GOAT_Druckenmiller_. In this article, we will summarize the bulls’ thesis on ITRI.

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February 3 - News, Stock Analysis

Teradyne, Inc. (TER): A Bull Case Theory 

We came across a bullish thesis on Teradyne, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on TER.

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February 3 - News, Stock Analysis

Texas Instruments Incorporated (TXN): A Bull Case Theory 

We came across a bullish thesis on Texas Instruments Incorporated on Best Anchor Stocks’s Substack. In this article, we will summarize the bulls’ thesis on TXN.

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February 3 - News, Stock Analysis

12 Best HVAC Stocks to Buy Now

As cloud computing, AI, and high-performance workloads keep growing, some parts of the data center that used to be taken for granted are now getting serious attention.

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February 3 - Hedge Funds, News

Capital Southwest Expands Private Credit Reach Through New Joint Venture

On January 22, Capital Southwest Corporation (NASDAQ:CSWC) announced the formation of a joint venture with another private credit asset manager.

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February 3 - News

Citizens Sees Scale and Diversification Driving Main Street Capital Corporation (MAIN)’s Growth Through 2026

On January 27, Citizens analyst Brian McKenna raised his price target on Main Street Capital Corporation (NYSE:MAIN) to $74 from $70 and kept an Outperform rating on the stock...

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February 3 - News

BTIG Flags Mortgage Policy Tailwind for Dynex Capital, Inc. (DX)

On January 9, BTIG named Dynex Capital, Inc.

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February 3 - News

Cantor Sees Improving 2026 Backdrop for Equity REITs, Including LTC Properties, Inc. (LTC)

On January 5, Cantor Fitzgerald cut its price target on LTC Properties, Inc. (NYSE:LTC) to $36 from $37 while maintaining a Neutral rating.

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February 3 - News

Evercore ISI Highlights Necessity-Based Tenants as Key Strength for Phillips Edison & Company, Inc. (PECO)

On January 15, Evercore ISI started coverage of Phillips Edison & Company, Inc. (NASDAQ:PECO) with an Outperform rating and a $41 price target.

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February 3 - News

Barclays Initiates Coverage on Apple Hospitality REIT, Inc. (APLE) as Hotel REITs Face Long-Term Skepticism

On January 6, Barclays began coverage of Apple Hospitality REIT, Inc. (NYSE:APLE) with an Overweight rating and a $14 price target.

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February 3 - News

Deutsche Bank Points to Structural REIT Lag Despite Improved Setup for Realty Income Corporation (O)

On January 20, Deutsche Bank analyst Omotayo Okusanya upgraded Realty Income Corporation (NYSE:O) to Buy from Hold and set a $69 price target.

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February 3 - News

Goldman Sachs Highlights Improving Occupancy and Cash Flow Visibility at Healthpeak Properties Inc. (DOC)

On January 9, Goldman Sachs started coverage of Healthpeak Properties Inc. (NYSE:DOC) with a Neutral rating and a $17 price target.

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February 3 - News

Wells Fargo Sees Rate Cuts Supporting AGNC Investment Corp. (AGNC)’s Spread Income and Book Value

On January 28, Wells Fargo raised its price target on AGNC Investment Corp. (NASDAQ:AGNC) to $12 from $10 and kept an Overweight rating.

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February 3 - News

RBC Capital Says Agree Realty Corporation (ADC)’s Q4 Deal Activity Remains Within Guidance

On January 6, RBC Capital trimmed its price target on Agree Realty Corporation (NYSE:ADC) to $79 from $80 and kept an Outperform rating.

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February 3 - News

What Are the Most Reliable Sources for Forex Signals? A Beginner-Focused Guide from DailyForex

For new forex traders, few questions are as important as this one: what are the most reliable sources for forex signals? With thousands of signal providers online many promising...

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February 3 - Business, News

Hedge Fund and Insider Trading News: Ray Dalio, Ken Griffin, Crispin Odey, George Soros, Berkshire Hathaway, D. E. Shaw & Co, Ethos Technologies Inc (LIFE), United Rentals Inc (URI), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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February 3 - Hedge Funds, Insider Trading

11 Cheap Hot Stocks to Invest In Right Now

On January 23, Ryan Detrick, Carson Group chief market strategist, appeared on CNBC's 'Squawk Box' to discuss the latest market trends and the outlook for 2026.

Keep Reading →

February 3 - Hedge Funds, News

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