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Insider Monkey Blog

Arete Cites Higher-Margin Recurring Revenue as Catalyst for Snap Inc. (SNAP)

TheFly reported on February 9 that Arete Research upgraded SNAP to Buy from Neutral and set a price target of $7.30.

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February 20 - News

Morgan Stanley Warns QUALCOMM Incorporated (QCOM) Upside Largely Priced In at Current Levels

TheFly reported on February 10 that Morgan Stanley resumed coverage of QCOM with an Underweight rating and a $132 price target.

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February 20 - News

Cloudflare, Inc. (NET) and Mastercard Incorporated Announce Strategic Cybersecurity Partnership

Separately, in recent news, NET announced a strategic collaboration with Mastercard Incorporated on February 17.

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February 20 - News

Raymond James Calls Take-Two Interactive Software, Inc. (TTWO) Pullback Overdone Amid AI Concerns

TheFly reported on February 10 that Raymond James raised its rating on TTWO to Strong Buy from Outperform and maintained its $285 price target.

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February 20 - News

Rosenblatt Cuts The Walt Disney Company (DIS) PT Despite Q1 Earnings Beat

TheFly reported on February 3 that Rosenblatt analyst Barton Crockett reduced his price target on DIS to $130 from $139 and maintained a Buy rating.

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February 20 - News

Alphabet Inc.’s (GOOG) Generative AI Capex to Drive Up to $23B in Cloud Revenue, Says UBS

On February 5, UBS increased its price target on Alphabet Inc. (NASDAQ:GOOG) to $348 from $345 while maintaining a Neutral rating on the stock.

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February 20 - News

NVIDIA Corporation (NVDA) to Supply Standalone Grace CPUs in Landmark Data Center Rollout

Separately, on February 17, Meta Platforms announced a major expansion of its partnership with Nvidia, deploying millions of Nvidia chips, which also includes new standalone Grace...

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February 20 - News

Stifel Flags Microsoft Corporation (MSFT) Azure Supply Constraints as Near-Term Growth Headwind

TheFly reported on February 4 that Stifel downgraded MSFT from Buy to Hold and lowered its price target to $392 from $540.

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February 20 - News

Goldman Flags Limited Re-Rating Potential for Sasol Limited (SSL) Amid Oil Volatility

TheFly reported on February 9 that Goldman Sachs downgraded SSL from Buy to Neutral and set a price target of ZAR 118.

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February 20 - News

Cabot Corporation (CBT) Expands Circular Reinforcing Carbon Production to Asia Pacific

In a major developmental news, on February 18, Cabot Corporation (NYSE:CBT) announced that its circular reinforcing carbon production is now available in the Asia Pacific region...

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February 20 - News

Avient Corporation (AVNT) Target Boosted to $46 at Baird Following Strong Execution

TheFly reported on February 13 that Baird raised its price target on AVNT to $46 from $34 and maintained a Neutral rating on the stock.

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February 20 - News

Morgan Stanley Adjusts Ashland Inc. (ASH) Model Following Fiscal Q1 Results

On February 9, TheFly reported that Morgan Stanley increased its price target for ASH  from $60 to $63 and kept an Equal Weight rating on the shares.

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February 20 - News

PPG Industries, Inc. (PPG) Gains Multiple PT Hikes Following Strong Market Reception to Earnings

On February 18, Evercore ISI raised its price target on PPG by $16. Similarly, on February 12, Mizhou also raised its price target for the stock by $15.

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February 20 - News

Analysts See Signs of Commodity Bottoming After Eastman Chemical Company (EMN) Q4 Results

TheFly reported today, on February 18, that Evercore ISI raised its price target on EMN by $5.

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February 20 - News

Analysts Highlight Celanese Corporation (CE)’s Operating Leverage Amid Potential Demand Cycle

On February 18, CE’s price target was raised at Evercore ISI and Mizhou. Evercore ISI raised it by $18 while Mizhou raised it by $10.

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February 20 - News

RBC Sees Modest Growth Momentum for Axalta Coating Systems Ltd. (AXTA) Despite Lower Volumes

TheFly reported on February 12 that RBC Capital raised its price target on AXTA to $35 from $33, while keeping a Sector Perform rating.

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February 20 - News

International Flavors & Fragrances Inc.’s (IFF) Q4 Results Ease Concerns About European Slowdown, Says BofA

TheFly reported on February 17 that Deutsche Bank and Mizhou raised their price targets on IFF. Deutsche Bank raised its price target by $20 while Mizhou raised it by $7.

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February 20 - News

Diebold Nixdorf (DBD) Reports 2025 Adjusted EPS Doubling to $5.59 and 12% Q4 Revenue Growth

Diebold Nixdorf Inc. (NYSE:DBD) is one of the best new tech stocks to invest in now. On February 12, Diebold Nixdorf reported a doubling of its 2025 adjusted EPS to $5.59.

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February 20 - News

Remitly Global (RELY) Reports 2025 Revenue Growth of 29% to $1.635B Driven by Active User Surge

Remitly Global Inc. (NASDAQ:RELY) is one of the best new tech stocks to invest in now.

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February 20 - News

Netskope (NTSK) Introduces Netskope One Data Lineage for Enhanced Data Tracking, Regulatory Compliance

Netskope Inc. (NASDAQ:NTSK) is one of the best new tech stocks to invest in now.

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February 20 - News

Ralliant Corp. (RAL) Reports Q4 2025 Revenue of $555M Led by 29% Communications Segment Growth

Ralliant Corporation (NYSE:RAL) is one of the best new tech stocks to invest in now.

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February 20 - News

Klarna Group (KLAR) Achieves First Billion-Dollar Revenue Quarter With 38% Q4 2025 Growth

Klarna Group (NYSE:KLAR) is one of the best new tech stocks to invest in now.

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February 20 - News

Procore Tech (PCOR) Reports Q4 2025 Revenue Growth of 15.6% to $349M Driven by High-Value Customer Expansion

Procore Technologies Inc. (NYSE:PCOR) is one of the best new tech stocks to invest in now.

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February 20 - News

Rubrik (RBRK) Promotes Jesse Green to Chief Revenue Officer to Lead Global Revenue Organization

Rubrik Inc. (NYSE:RBRK) is one of the best new tech stocks to invest in now.

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February 20 - News

Figma (FIG) Reports Q4 2025 Revenue Growth of 40% to $304M, Surpasses $1B Full-Year Mark

Figma Inc. (NYSE:FIG) is one of the best new tech stocks to invest in now.

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February 20 - News

Toast (TOST) Reports Q4 2025 Revenue Growth of 22% to $1.6B. Surpasses $2B in ARR

Toast Inc. (NYSE:TOST) is one of the best new tech stocks to invest in now.

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February 20 - News

Nextpower (NXT) Announces Multi-Year Supply Agreement With Jinko Solar for Gigawatt-Scale Steel Frames

Nextpower Inc. (NASDAQ:NXT) is one of the best new tech stocks to invest in now.

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February 20 - News

Analysts Project Roughly 65% Upside for Peloton Interactive (PTON) Despite Softening Demand and Intensifying Competition

Analyst sentiment surrounding Peloton Interactive, Inc.

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February 20 - News

Strong Analyst Confidence in C4 Therapeutics (CCCC)’s Cemsidomide Drives 270% Upside Potential

As of February 16, 2026, all of the analysts who cover C4 Therapeutics, Inc. (NASDAQ:CCCC) remain bullish on the stock.

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February 20 - News

Bit Digital (BTBT)’s January Ethereum Treasury Numbers Reflect Both Volatility and Size Risk

On January 31, 2026, Bit Digital, Inc.

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February 20 - News

Caribou Biosciences (CRBU)’s CB-011 May Reach $734 Million in Peak 2040 Sales, According to Clear Street

On February 2, 2026, Clear Street began covering Caribou Biosciences, Inc. (NASDAQ:CRBU) with a ‘Buy’ rating and a $13 price target.

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February 20 - News

Analyst Sentiment on Outset Medical (OM) Remains Strong Following Q4 Results

On February 12, 2026, Outset Medical, Inc.

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February 20 - News

Analysts Remains Mixed on Opendoor Technologies (OPEN) Despite Strong Share Price Momentum

As of February 16, 2026, Opendoor Technologies Inc.

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February 20 - News

Aurora Innovation (AUR)’s Acceleration Toward Autonomous Trucking Drives Analyst Confidence

On February 12, 2026, despite the company’s minimal current revenue, Cantor Fitzgerald maintained its ‘Overweight’ rating and $12.00 price target for Aurora Innovation, ...

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February 20 - News

Is ZTO Express (ZTO) One of the Best Emerging Markets Stocks to Buy Right Now?

ZTO Express (NYSE:ZTO) is one of the best emerging markets stocks to buy right now.

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February 20 - News

Credicorp Ltd. (BAP) Reports Strong Earnings and Loan Growth Outlook

Credicorp Ltd (NYSE:BAP) is one of the best emerging markets stocks to buy right now.

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February 20 - News

Li Auto Inc. (LI) Expands EV Reach with Supercharging Milestone

Li Auto Inc. (NASDAQ:LI) is one of the best emerging market stocks to buy right now. On February 10, Li Auto Inc.

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February 20 - News

Yum China Holdings, Inc. (YUMC) Beats Estimates Despite Fierce Competition

Yum China Holdings, Inc. (NYSE:YUMC) is one of the best emerging markets stocks to buy right now. On February 4, Yum China Holdings, Inc.

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February 20 - News

Nu Holdings Ltd (NU) Expands Offices and Global Brand Reach

Nu Holdings Ltd (NYSE:NU) is one of the best emerging markets stocks to buy right now.

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February 20 - News

Baidu Inc. (BIDU) Boosts Global Ride-Hailing Presence

Baidu, Inc. (NASDAQ:BIDU) is one of the best emerging markets stocks to buy right now. On February 10, Baidu, Inc.

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February 20 - News

Alibaba Group Holding Limited (BABA) Faces Analyst Downgrade, Counters with Queen3.5 AI Launch

Alibaba Group Holding Limited (NYSE:BABA) is one of the best emerging markets stocks to buy right now.

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February 20 - News

Infosys Limited (INFY) Expands AI and Enterprise Partnerships

Infosys Limited (NYSE:INFY) is one of the best emerging markets stocks to buy right now.

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February 20 - News

NetEase, Inc. (NTES) Delivers Mixed Results, Analysts Stay Bullish

NetEase, Inc. (NASDAQ:NTES) is one of the best emerging markets stocks to buy right now. On February 11, NetEase, Inc.

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February 20 - News

XPeng Inc. (XPEV) Expands Charging and Global EV Presence

XPeng Inc. (NYSE:XPEV) is one of the best emerging markets stocks to buy right now. On February 9, XPeng Inc.

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February 20 - News

Mizuho Maintains an Outperform Rating on Salesforce (CRM)

On February 17, Gregg Moskowitz of Mizuho Securities maintained his Outperform rating on Salesforce Incorporated (NYSE:CRM).

Keep Reading →

February 20 - News

ServiceTitan (TTAN) Offers Long-Term Margin Expansion

On January 20, Josh Baer from Morgan Stanley upgraded his rating on ServiceTitan Incorporated (NASDAQ:TTAN) from Equal Weight to Overweight.

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February 20 - News

Second Quarter Performance Drives Optimism Around Atlassian (TEAM)

On February 6, Wells Fargo analyst Ryan MacWilliams reaffirmed an Overweight rating for Atlassian Corporation (NASDAQ:TEAM).

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February 20 - News

Unity (U) Well Positioned for Ad Network Market Share Boost

On February 12, Wells Fargo analyst Alec Brondolo maintained his Overweight rating on Unity Software (NYSE:U), while reducing the price target from $54 to $38.

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February 20 - News

Freshworks (FRSH) Sparks Confidence Based on Underlying Momentum

On February 11, Citizens analyst Patrick Walravens maintained an Outperform rating on Freshworks Incorporated (NASDAQ:FRSH).

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February 20 - News

Workday (WDAY) Focused Towards AI Strategy Acceleration

On February 10, the price target on Workday Incorporated (NASDAQ:WDAY) was reduced from $285 to $230 by BTIG analyst Allan Verkhovski.

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February 20 - News

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