Insider Monkey News

Chevron (CVX) Plans a Major Exploration Push: What Investors Need to Know

Chevron Corporation (NYSE:CVX) is significantly increasing its oil and gas exploration activity next year as it looks to improve the performance of its exploration business and...

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September 25 - Hedge Funds, News

Is Now the Time to Bet on Intel’s (INTC) Server CPU Comeback and AI Ambitions?

Intel Corp.

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September 25 - Hedge Funds, News

Vicor (VICR) Stock Is Rallying on Royalties. History Says Be Careful

Vicor Corporation (NASDAQ:VICR) just delivered one of its sharpest guidance increases in years, doubling its expected sequential revenue growth on the back of new patent-licensing...

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September 25 - Hedge Funds, News

Palo Alto Networks (PANW): Can Platformization Keep Driving Growth?

Palo Alto Networks, Inc. (NASDAQ:PANW) is positioning itself to capture a larger share of customers’ security budgets.

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September 25 - Hedge Funds, News

SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?

SAP SE (NYSE:SAP) was one of the software-as-a-service stocks caught up in the February SaaSpocalypse selloff, which wiped out almost $300 billion from U.S.

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September 25 - Hedge Funds, News

HubSpot’s AI Adoption Is Rising. Can It Turn Usage Into Revenue Growth?

HubSpot, Inc. (NYSE:HUBS) received a boost last week (September 16) after UBS raised its price target on the stock to $290 from $250 while maintaining a Buy rating.

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September 25 - Hedge Funds, News

SpaceX’s Falcon 9 Wind Down: Rocket Lab Is Set To Gain, Here’s How

Space Exploration Technologies Corp.

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September 25 - Hedge Funds, News

UiPath (PATH) Gets Two Price Target Cuts: Is the Growth Story at Risk?

On September 22, UBS cut its price target on UiPath, Inc. (NYSE:PATH) from $19 to $15 and kept its Neutral rating on the stock.

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September 25 - Hedge Funds, News

Palantir vs. Snowflake: Which Enterprise AI Stock Better Justifies Its Valuation?

Palantir Technologies Inc. (NASDAQ:PLTR) and Snowflake Inc. (NYSE:SNOW) are two of the most expensive ways to bet on enterprise AI.

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September 25 - News, Stock Analysis

Evercore ISI’s Bullish iPhone Survey Faces a Reality Check From Pre-Order Data

Evercore ISI's annual consumer survey points to the strongest iPhone upgrade intent in years, with pricing power appearing to be even stronger than unit volume.

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September 25 - Hedge Funds, News

Shopify’s Tailwind Acquisition Feeds the Agentic Commerce Story, But the Market Is Already Nervous About the Bill

Shopify Inc. (NASDAQ:SHOP) is bringing Tailwind Labs into its platform through an acquisition of the widely used open-source design tool.

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September 25 - Hedge Funds, News

Higher Lithium Prices Strengthen J.P. Morgan’s Case, But Execution Still Matters

J.P. Morgan has taken a notably more constructive stance on Lithium Americas Corp. (NYSE:LAC) and upgraded the stock.

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September 25 - Hedge Funds, News

Is It Time to Grab a Table at Cracker Barrel (CBRL)?

Cracker Barrel Old Country Store (NASDAQ:CBRL) presents an intriguing equity thesis: a value turnaround play where robust cash generation and balance sheet deleveraging balance...

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September 25 - Hedge Funds, News

Worthington Enterprises (WOR): Could A Handful Of Steel Tanks Redefine This Industrial Stock?

Worthington Enterprises (NYSE:WOR) presents a classic compounder thesis anchored by pristine balance sheet health, an exceptionally high trailing 12-month free cash flow conversion...

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September 25 - Hedge Funds, News

Is KB Home’s (KBH) Model Built to Last or Built to Break?

Historically, homebuilders that maintain steady multi-year revenue expansion, robust operating cash flow generation, and disciplined free cash flow conversion tend to weather ...

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September 25 - Hedge Funds, News

Accelerating AI Data Center Infrastructure Demand Drives Credo Technology (CRDO)

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.

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September 25 - Hedge Fund Investor Letters, News

Strong Commercial Execution and Pipeline Opportunities Propel Corcept Therapeutics (CORT)

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.

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September 25 - Hedge Fund Investor Letters, News

Improving Semiconductor Inspection Tool Demand Boosts Onto Innovation (ONTO)

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.

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September 25 - Hedge Fund Investor Letters, News

Underweight Position in Cloudflare (NET) Creates Relative Headwind

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.

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September 25 - Hedge Fund Investor Letters, News

Defense Sector Moderation Weighs on Kratos Defense & Security Solutions (KTOS)

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.

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September 25 - Hedge Fund Investor Letters, News

Investor Rotation Out of Defense Sector Pressures Leonardo DRS (DRS)

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.

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September 25 - Hedge Fund Investor Letters, News

Corning Incorporated (GLW) Is Benefitting from Accelerating Data Centre Buildout

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 25 - Hedge Fund Investor Letters, News

Labor Problems Pressured UFP Technologies (UFPT)

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 25 - Hedge Fund Investor Letters, News

Is MillerKnoll’s (MLKN) Growing Order Book a Buy Signal?

MillerKnoll Inc.

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September 25 - Hedge Funds, News

Is Stitch Fix’s (SFIX) Turnaround Built to Last?

Stitch Fix Inc.

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September 25 - Hedge Funds, News

Here’s What Constrains Pool’s (POOL) Profit Outlook

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 25 - Hedge Fund Investor Letters, News

Slow Backlog Conversion Dampens Profit Outlook for Mirion Technologies (MIR)

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 25 - Hedge Fund Investor Letters, News

Is Interparfums’ (IPAR) New Global Fragrance Deal a Game-Changer?

Interparfums Inc.

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September 25 - Hedge Funds, News

Kennametal’s (KMT) Profit Outlook Pause: Tungsten Price Rally Has Likely Played Out

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 25 - Hedge Fund Investor Letters, News

How the Pending Corebridge Merger Alters Equitable Holdings’ (EQH) Capital Allocation

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 25 - Hedge Fund Investor Letters, News

American Tower Corporation (AMT) Faces Growth Headwinds Amid Elevated Customer Churn

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 25 - Hedge Fund Investor Letters, News

TTM Technologies’ (TTMI) 91% Rally Fueled by AI Bottleneck Rotation

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

Is BW LPG’s (BWLP) $300M Bet Worth the Risk?

BW LPG (NYSE:BWLP) continues to solidify its position as a powerhouse in liquefied petroleum gas shipping, backed by multi-year revenue compounding, strong operating cash flow...

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September 25 - Hedge Funds, News

Forgent Power Solutions (FPS) Capitalizes on the AI Data Center Power Grid Bottleneck

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

QXO (QXO) Slides on Fading Rate-Cut Expectations

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

FTAI Aviation’s (FTAI) Core Fundamentals Remain Intact

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

Here’s What Lifted Porch Group (PRCH) in Q2

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

Is MSG Entertainment’s (MSGE) Aggressive Stock Buyback A Playbook For Long-Term Growth?

Madison Square Garden Entertainment Corp.

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September 25 - Hedge Funds, News

Kura Sushi (KRUS): Temporary Sell-Off Unlocks Long-Term Unit Compounding Opportunity

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

Can An Investment Banking Analyst Steer Renasant (RNST) To New Heights?

Renasant Corporation (NYSE:RNST) has long maintained a steady footprint across the Southeastern banking sector, backed by historical multi-year revenue growth, robust operating...

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September 25 - Hedge Funds, News

Granahan Investment Management Focused Growth Strategy’s Q2 2026 Investor Letter

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

Improved Investors’ Confidence Boosted Onto Innovation (ONTO)

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

Granahan Investment Management Small Cap Core Growth Strategy’s Q2 2026 Investor Letter

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 25 - Hedge Fund Investor Letters, News

Why Blue Tower Asset Management Sees Enova International (ENVA) as a Transformational Fintech Opportunity

Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Blue Tower Asset Management’s Q2 2026 Investor Letter

Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter.

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September 25 - Hedge Fund Investor Letters, News

Lorne Steinberg Wealth Management Favors Brookfield (BN) as a Global Asset Management Compounder

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

American Express (AXP) Strengthens from Brand Strength, Rewards and Affluent Customers

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Allstate Corp. (ALL) Benefits From Strong Cash Flow, Underwriting Discipline and Capital Allocation

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Lorne Steinberg Wealth Management’s Q2 2026 Investor Letter

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter.

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September 25 - Hedge Fund Investor Letters, News

CrowdStrike (CRWD): Can AI-Driven Cyber Risks Accelerate Demand for Next-Generation Security Platforms?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.

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September 25 - Hedge Fund Investor Letters, News

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