Lovesac (LOVE) Target Cut by Canaccord, Analysts See 40% Upside
On September 10, Canaccord cut its price target for The Lovesac Company (NASDAQ:LOVE) from $22 to $20 but maintained its Buy rating on the stock.
Insider Monkey Blog
H&R Block (HRB) Uses AI to Drive Value
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Alibaba’s (BABA) Short-Term Capex Drag Creates a 30% Valuation Discount
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Zumiez (ZUMZ) Falls on Weak Results and Lower Outlook, But Is the Selloff Overdone?
On September 10, Zumiez Inc.
Why Alluvium Bought Copart (CPRT) Despite the Long-Term Autonomous Driving Risk
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Conventum – Alluvium Global Fund’s Q2 2026 Investor Letter
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
How UnitedHealth (UNH) Leads the AI Revolution in the Insurance Industry
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Why Kroger Co. (KR) Could Be a Consumer Staples Comeback Story
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
How Caterpillar (CAT) Drives Sector-Leading Performance Beyond AI Models
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Gates Industrial (GTES) Benefits From AI Growth Without Being an AI Stock
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Auxier Asset Management’s Q2 2026 Investor Letter
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter.
How Allison Transmission Holdings (ALSN) is Capturing New Markets Beyond Commercial Vehicles
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
The Fund’s Largest Relative Detractor: Unowned Advanced Micro Devices (AMD)
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
Seagate Technology (STX): The Primary Beneficiary of the AI Driven HDD Demand
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
Western Digital (WDC): The Fund’s Top Relative Contributor
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
Fidelity Dividend Growth Fund’s Q2 2026 Investor Letter
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
Is First Citizens BancShares (FCNCA) an Undervalued Opportunity?
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
International Trading Institute Expands Professional Trader Development Beyond the Master’s in Trading
Barcelona, Spain, September 15th, 2026, FinanceWire The International Trading Institute (ITI) has expanded its education offering beyond its flagship Master’s in Trading, creating...
Jim Cramer Questions TJX After Marmaxx Stumbles
Jim Cramer raised concerns about The TJX Companies, Inc.
Lilly’s Foundayo Quickly Gains Ground in the Oral Weight-Loss Market
Eli Lilly and Company (NYSE:LLY) says its newly launched oral obesity drug Foundayo has captured more than 30% of new U.S.
Abbott Faces $384 Million Cost as Infant Formula Legal Risks Persist
Abbott Laboratories (NYSE:ABT) has agreed to pay more than $384 million to resolve U.S.
Bank of America Warns of 10%+ Drop in Q3 Investment Banking Fees
Bank of America Corporation (NYSE:BAC) expects third-quarter investment banking fees to fall by at least 10% year over year, which highlights a broader normalization across capital...
BioNTech’s Lung Cancer Drug Shows Signs of a Major Breakthrough
BioNTech SE (NASDAQ:BNTX) reported that its investigational lung-cancer drug gotistobart produced a clinically meaningful overall-survival benefit in the Phase 3 PRESERVE-003 ...
From Novo Nordisk to ‘Novo’: A Strategic Reset Amid Rising Lilly Pressure
Novo Nordisk A/S (NYSE:NVO)'s decision to rebrand its day-to-day identity as “Novo” and launch a cultural reset is primarily a strategic response to the company’s loss of...
Why Rentokil Initial’s (RTO) Discount to Rollins Could Narrow
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Kimberly-Clark Moves to Clear EU Hurdle with Kenvue Asset Sales
Kimberly-Clark Corporation (NASDAQ:KMB) is preparing asset sales to address EU antitrust concerns surrounding its planned $40 billion acquisition of Kenvue, according to Reuters...
Oracle Adds $700 Million to the Cost of its AI Transformation
Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up...
Nvidia’s Anthropic Investment: Securing AI Demand Amid Rising Competition
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in...
AstraZeneca’s Oncology Engine Faces a Key Test After Camizestrant Miss
AstraZeneca PLC (NYSE:AZN)'s breast cancer pill Etcamah (camizestrant) failed to meet the primary endpoint in the Phase III SERENA-4 trial, dealing a setback to one of the company...
GSK Cuts 641 Jobs in Vaccine Manufacturing Restructuring
GSK plc (NYSE:GSK) plans to close its vaccine manufacturing facility in Dresden, Germany, by summer 2027, putting 641 jobs at risk.
Colgate-Palmolive Seeks Value Through Portfolio Reshaping
Colgate-Palmolive Company (NYSE:CL) is reportedly exploring the sale of several mass-market personal care brands, including Softsoap, Irish Spring and Speed Stick, in a portfolio...
Strong Volume Growth and Intact Pricing Lifted Masco Corporation (MAS) in Q2
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Broyhill Maintains Confidence in ServiceNow (NOW). Here’s Why
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Inside Broyhill’s Bearish Exit of Accenture (ACN)
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
A Strong Rebound Case of IQVIA Holdings (IQV)
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Valvoline (VVV) Strengthens from Strong Execution
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Commercial Foodservice Recovery Drives The Middleby Corporation (MIDD) Higher
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Here’s Why Sotera Health Company (SHC) Surges 25% in Q2
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Broyhill Asset Management’s Q2 2026 Investor Letter
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter.
Vishay Precision (VPG) Became a Winner From Industrial Recovery and the Humanoid Robotics Boom
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Universal Display (OLED): Is the AI Infrastructure Boom Becoming a Hidden Risk for Display Suppliers?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
How AI Infrastructure and Component Costs Threaten Logitech’s (LOGI) Outlook
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
AMD (AMD) Could Compound EPS at 65% Through 2030, Piper Says
With Agentic AI accelerating CPU server chip demand, Wall Street believes Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the primary beneficiaries taking share.
Can Rising Component Costs and Weak Consumer Spending Break Dolby Laboratories’ (DLB) Growth Outlook?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Broadcom’s Real Constraint Isn’t Demand. It’s Supply.
Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference.
Hedge Fund Resource Center
