Zoetis (ZTS) vs. IDXX and ELAN: Is Valuation Compression Creating a Rare Opportunity in Animal Health?
Is ZTS a good stock to buy? We came across a bullish thesis on Zoetis Inc. on D Invests’s Substack.
Insider Monkey Blog
First Solar (FSLR) Faces Interest Rate Pressure Despite Strong Margins and Backlog, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Delek US Holdings (DK) Outperforms as Surging Crack Spreads and SRE Grant Drive Upside
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management.
United Parcel Service (UPS) Attracts Ariel Global Fund on Margin Recovery and Efficiency Potential
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
QUALCOMM (QCOM) Offers AI, Automotive, and Edge-Computing Growth Potential, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Axalta Coating Systems Ltd. (AXTA) Merger With Akzo Nobel Offers Cost-Saving Potential, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Dynatrace, Inc. (DT) Rises on Strong Results and AI-Driven Demand, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Multi-Year Contracts and Sticky Client Relationships Provide Durable Foundation for SEI Corp. (SEIC)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Why Bell Global Equities Fund Sold Tractor Supply Company (TSCO) and Reallocated Capital to TJX
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
The TJX Companies (TJX) Draws Bell Global Equities Fund After a Sharp Share Price Decline
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Lincoln Electric Holdings (LECO) Emerges as a New Investment After Share Price Weakness
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Bell Global Equities Fund Pushes Back on AI Disruption Fears Surrounding LPL Financial Holdings (LPLA)
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Autodesk (ADSK) Could Turn AI Disruption Concerns Into an Opportunity, Bell Global Equities Fund Says
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Why Bell Global Equities Fund Continues to Favor Taiwan Semiconductor Manufacturing Company (TSM)
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Keysight Technologies (KEYS) Benefits From AI Infrastructure Demand as Bell Global Equities Fund Sees Long-Term Growth
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Sterling Infrastructure (STRL): Scale and Expertise in Mission-Critical Data Center Projects Support Thesis
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Rollins (ROL) Pressured by Slower Residential Organic Growth and Margin Headwinds
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Bell Global Equities Fund Exits Aon (AON) After USI Acquisition Raises Financial and Execution Risks
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Guidewire Software (GWRE): AI Adoption and Cloud Momentum Drive Stellar Q4 Results
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Standex International Corp. (SXI): Secular Tailwinds in Grid Infrastructure and Electrification Power Long-Term Outlook
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
What Makes MACOM Technology Solutions Holdings (MTSI) a Strong Bet?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Here’s What Strengthen Investment Case for Cognex (CGNX)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Construction Partners (ROAD): Paving Through the Rain with a Record Backlog
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Conestoga Capital Advisors SMid Cap Strategy’s Q3 2026 Investor Letter
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter.
Better-Than-Expected Results and Solid Outlook Fuel Abercrombie & Fitch (ANF) Share Gains
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management.
Easterly Snow Small Cap Value Fund’s Q3 2026 Investor Letter
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management.
Robust Demand Across BioPharma and NGS Applications Elevates Twist Bioscience Corp.’s (TWST) Growth Profile
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Conestoga Capital Advisors Micro Cap Strategy’s Q3 2026 Investor Letter
Conestoga Capital Advisors released its third-quarter 2026 investor letter, outlining a shifting macroeconomic backdrop for small-cap equities.
Accelerating AI Revenue and Raised Full-Year Outlook Drive Five9’s (FIVN) Outperformance
Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here.
Enterprise AI Adoption and Channel Partnerships Accelerate RingCentral’s (RNG) Growth Profile
Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here.
Brookdale Senior Living (BKD): Favorable Senior Housing Demographics Reaffirm Long-Term Thesis
Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here.
Polen 5Perspectives Small Growth Strategy’s Q3 2026 Investor Letter
Polen Capital Management, LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter.
Vulcan Value Partners is Expanding its TransDigm Group Incorporated (TDG) Position Amid Q3 Price Weakness
Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Intuit (INTU): Exiting Amid AI-Driven Business Model Uncertainty
Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. The letter can be downloaded here. U.S.
Lockheed Martin (LMT): Selling After Strong Performance and a Favorable Gain
Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. The letter can be downloaded here. U.S.
Nike (NKE): Prolonged Turnaround Timelines Prompt Portfolio Realignment
Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. The letter can be downloaded here. U.S.
UL Solutions (ULS): Short-Term Pullback, Long-Term Power
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
SPX Technologies (SPXC): Core HVAC and Detection Strengths Outshine AI Sentiment Volatility
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
EV Content and Data Center Expansion Strengthen Allegro Microsystems’ (ALGM) Long-Term Thesis
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Rising Backlogs and Scale Support Cavco Industries’ (CVCO) Long-Term Growth Thesis
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Bright Horizons Family Solutions (BFAM): Reallocating Capital Following Australian Performance Setbacks
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Workiva (WK): Rotating Capital Away from AI Disruption Risks in Software
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
STARTRADER Begins Second Season as Official Partner of the NBA
Dubai, UAE, October 29th, 2026, FinanceWire The new season builds on STARTRADER’s first-year activations, including the STAR Trading League, as the multi-year collaboration ...
Stock Market Movers: Biggest Losers and Gainers on 28 October 2026
Highest Gainers 10. ABSI: Absci Corp.
Technology, Media and Internet Companies Meet Institutional Investors at the 15th Annual ROTH Technology Conference
Fireside Chats, a Keynote and a Full Day of 1-on-1 Management Meetings in New York, NY, November 17-18 Semiconductors, Software, Communications, AI Infrastructure, Quantum Computing...
5 Strong Buy Small Cap Stocks to Invest In
Small-cap stocks have entered a more selective phase following a strong first-half surge that collided with increasing borrowing costs and renewed investor preference for AI-linked...
10 Strong Buy Small Cap Stocks to Invest In
In this article, we will take a look at 10 Strong Buy Small Cap Stocks to Invest In.
FPA Queens Road Small Cap Value Fund’s Q3 2026 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.
Bristol Gate Canadian Equity Strategy’s Q3 2026 Investor Letter
Bristol Gate Capital Partners, an investment management company, recently released its Q3 2026 investor letter for “Canadian Equity Strategy”.
Haemonetics Corporation (HAE) Gains on Strong Plasma Growth and Higher Guidance, Ariel Appreciation Fund Says
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
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