Here’s What Lifted Vertex Pharmaceuticals (VRTX) in Q4
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...
Insider Monkey Blog
On Holding AG (ONON) Soared Following Growth in International Markets
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...
Does XPO (XPO) Have an Idiosyncratic Growth Potential?
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...
Here’s Why e.l.f. Beauty (ELF) Declined in Q4
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...
Solid Results Lifted TJX Companies (TJX) in Q4
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...
Doximity (DOCS) Slid on Renewed Volatility
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...
TE Connectivity plc (TEL) Benefitted from Secular Trends in Its Automotive and Industrial Sectors
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...
Here’s Why Shopify (SHOP) Rose in Q4
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...
9 Stocks on Jim Cramer’s Radar
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed data from Edmunds.com, which commented on affordability struggles across America.
ClearBridge Investments Growth Strategy’s Q4 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter.
Bristlemoon Global Fund’s Analysis on Floor & Decor Holdings (FND)
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Be Optimistic on PAR Technology (PAR)?
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Adobe (ADBE) an Attractive Opportunity?
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphabet (GOOGL) Delivered Solid Performance in the Quarter
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Pure Cycle Corporation (NASDAQ:PCYO) Q1 2026 Earnings Call Transcript
Operator: Good morning, everyone, and welcome to Pure Cycle Corporation's First Quarter 2026 Earnings Call.
Bristlemoon Global Fund’s Thesis on ASML (ASML) is Paying Off
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes AppLovin (APP) an AI Winner?
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bristlemoon Global Fund’s Q4 2025 Investor Letter
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter.
Jefferies’ $400 Oracle (ORCL) Target Reflects Confidence in AI Infrastructure
Oracle Corporation (NYSE:ORCL) is among the best software infrastructure stocks to buy according to hedge funds.
Analysts Reinforce Bullish View on MongoDB (MDB) as Structural AI Winner
MongoDB Inc. (NASDAQ:MDB) is among the best software infrastructure stocks to buy according to hedge funds.
Cantor Fitzgerald Calls Okta a Contrarian Value Opportunity With 30% Upside
Okta Inc. (NASDAQ:OKTA) is among the best software infrastructure stocks to buy according to hedge funds.
Despite Valuation Concerns, Cloudflare (NET) Still Offers Strong Upside
Cloudflare Inc. (NYSE:NET) is among the best software infrastructure stocks to buy according to hedge funds.
Analysts Applaud CrowdStrike Holdings’ (CRWD) SGNL Deal, Reiterate Buy Ratings
CrowdStrike Holdings Inc. (NASDAQ:CRWD) is among the best software infrastructure stocks to buy according to hedge funds.
Loop Capital Remains Bullish on Synopsys Inc. (SNPS) on AI and EDA Tailwinds
Synopsys Inc. (NASDAQ:SNPS) is among the best software infrastructure stocks to buy according to hedge funds.
Analysts Mixed on Twilio Inc. (TWLO) as AI Voice Momentum Builds
Twilio Inc. (NYSE:TWLO) is among the best software infrastructure stocks to buy according to hedge funds. On January 5, Piper Sandler downgraded Twilio Inc.
Why Wall Street Isn’t Losing Faith in Nutanix (NTNX) Despite Near-Term Noise
Nutanix Inc. (NASDAQ:NTNX) is among the best software infrastructure stocks to buy according to hedge funds.
RBC Sees Opportunity in F5 Inc. (FFIV) After the Breach-Driven Pullback. Here’s Why
F5 Inc. (NASDAQ:FFIV) is among the best software infrastructure stocks to buy according to hedge funds.
UBS and Citi Go Bullish on Gilead Sciences (GILD)
On January 7, 2026, reports highlighted that analysts are increasingly confident in Gilead Sciences, Inc.
Shell plc (SHEL) Secures First Long-Term Vietnam Contract, Morgan Stanley Trims PT
On January 7, 2026, TheFly reported that Morgan Stanley reduced its price target on Shell plc (NYSE:SHEL) from 3,007 GBp to 2,811 GBp while maintaining an ‘Overweight’ rating...
Analyst Sentiment on Verizon Communications (VZ) Improves Amid Steadier Growth and Defensible Cash Flows
As of January 7, 2026, roughly 40% of analysts covering Verizon Communications Inc. (NYSE:VZ) are bullish. The consensus price target is $46.50, representing a 15.40% upside.
Strong Analyst Sentiment on Anheuser-Busch (BUD) As It Expands U.S. Brewing Capacity and Reaquires Strategic Plant
As of January 7, 2026, roughly 90% of covering analysts keep a bullish stance on Anheuser-Busch InBev SA/NV (NYSE:BUD).
Bernstein Raises PT on CVS Health (CVS) to $91, Reiterates ‘Market Perform’ Rating
On January 6, 2026, Bernstein increased its price target on CVS Health Corporation (NYSE:CVS) from $87 to $91, while reiterating a ‘Market Perform’ rating.
Analysts Positive on PepsiCo (PEP) Amid Multi-Year, Industry-First Collaboration with NVIDIA and Siemens
On December 17, 2025, PepsiCo, Inc. (NASDAQ:PEP) saw Citi raise its price target on its stock from $165 to $170, while reiterating a ‘Buy’ rating.
Evercore ISI, BofA, and JPMorgan Reduce PT on The Progressive Corporation (PGR) Amid Slowing Industry Fundamentals
On January 7, 2026, Evercore ISI reduced its price target on The Progressive Corporation (NYSE:PGR) from $250 to $237, while reiterating an ‘In Line’ rating. TheFly reported...
Freedom Finance Raises PT on PDD Holdings (PDD) to $170, Reiterates ‘Buy’ Rating
On January 6, 2026, PDD Holdings Inc.
Sanofi (SNY) Reports Regulatory Win, Barclays Downgrades to ‘Equal Weight’ with EUR 85 PT
On January 6, 2026, Barclays downgraded Sanofi (NASDAQ:SNY) from ‘Overweight’ to ‘Equal Weight’, while setting an EUR 85 price target.
Scotiabank Reduces PT on AT&T (T) to $29.50, Reiterates ‘Sector Perform’ Rating
On January 7, 2026, AT&T Inc.
Jefferies Cautious on Adobe (ADBE) As It Updates Outlook on Software Sector
On January 5, 2026, TheFly reported that Jefferies downgraded Adobe Inc. (NASDAQ:ADBE) from ‘Buy’ to ‘Hold’, while reducing its price target from $500 to $400.
Kosmos Energy (KOS) Shares Operational Update, Bernstein Remains Bullish
On January 5, 2026, Kosmos Energy Ltd. (NYSE:KOS) saw Bernstein reduce its price target from $1.70 to $0.80, while reiterating a ‘Market Perform’ rating.
Blink Charging (BLNK) Gains Momentum Amid Ongoing Fast-Charging Network Expansion
By market close on January 8, 2026, Blink Charging Co.
Canaan (CAN) Growth Momentum Strengthens Following 3.0 MW Proof-of-Concept Project Announcement
On January 6, 2026, Canaan Inc. (NASDAQ:CAN) announced a 3.0 MW proof-of-concept (PoC) project with Bitforest Investment in Manitoba, Canada.
Morgan Stanley Reduces PT on Tenaya Therapeutics (TNYA), Keeps Constructive Stance on U.S. Small- to Mid-Cap Biotech
On January 8, 2026, TheFly reported that Morgan Stanley reduced its price target on Tenaya Therapeutics, Inc.
Sangamo Therapeutics (SGMO) Shares Stabilize Amid Recent Key Pipeline Update
Sangamo Therapeutics, Inc.’s (NASDAQ:SGMO) share price has underperformed over the past year, down nearly 64%.
Oncolytics Biotech (ONCY) Leadership Strengthens As Pelareorep Advances
Oncolytics Biotech Inc. (NASDAQ:ONCY) shared a leadership update on January 7, 2026. With the appointment of Dr.
Immunic (IMUX) Reviews 2025 Performance and Highlights Upcoming Milestones, Shares Up 24.10%
The company reflected on progress across both neurologic and gastrointestinal programs, with CEO Dr.
Werewolf Therapeutics (HOWL) Eyes 2026 Catalysts Following FDA Guidance and Encouraging INDUKINE Results
On December 18, 2025, Werewolf Therapeutics, Inc.
“Caterpillar (CAT)’s incredible,” Says Jim Cramer
Heavy machinery manufacturer Caterpillar Inc. (NYSE:CAT) is a stock Jim Cramer consistently discussed throughout 2025.
Jim Cramer Says Goldman Sachs (GS) is a Major Position In His Trust
The Goldman Sachs Group, Inc. (NYSE:GS) is one of the largest investment banks in America.
Bank of America (BAC)’s Multiple is An Insult to Its CEO, Says Jim Cramer
Bank of America Corporation (NYSE:BAC) is one of the largest banks in America. Its shares are up by 23.8% over the past year.
Jim Cramer Discusses NVIDIA (NVDA)’s Accelerated Computing Market
NVIDIA Corporation (NASDAQ:NVDA) kicked off the year on a strong note after its latest announcement at CES.
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