Hedge Fund Investor Letters Q1 2025
We will be sharing Q1 2025 hedge fund investor letters in this article.
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OKTA (OKTA) Surged as its Financial Performance Exceeded Market Expectations
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Strong Business Performance Lifted RB Global (RBA) in Q1
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Do You Believe in the Long-Term Growth Potential of Tandem Diabetes Care (TNDM)?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Ziff Davis (ZD) Slid on Earnings Miss and Poor Organic Growth
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
CarGurus (CARG) Fell Despite Reporting Strong Earnings
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Meridian Growth Fund Trimmed Halozyme Therapeutics (HALO) for the Valuation Discipline
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Meridian Growth Fund’s Q1 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Here’s Why Bio-Rad Laboratories (BIO) Traded Lower in Q1
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
What Makes Permian Resources Corporation (PR) an Investment Bet?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Polaris (PII) Declined on Weak Demand
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Understanding the Key Benefits and Limitations of Demo Accounts in Trading
In the ever-evolving world of trading, a demo or paper trading account has become an essential tool that gives users the chance to explore financial markets and sharpen their ...
Does Genpact (G) Have a Long Runway for Growth?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Should You Hold nVent Electric (NVT)?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Artisan Mid Cap Value Fund Sold Dentsply Sirona (XRAY) due to Weak Dental Market
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Citizens JMP Raises Pegasystems (PEGA) Price Target, Maintains Outperform Rating
On June 3, Citizens JMP raised its price target on Pegasystems Inc.
FXIFY™ and WeForest Partner Again to Tackle Deforestation in 2025
FXIFY, the industry’s oldest broker-backed prop firm, is proud to announce the return of its Earth Day initiative in partnership with WeForest.
Tesla (TSLA) Sees Strong Rebound in Australian Sales Amid Global Slowdown
While Tesla, Inc. (NASDAQ:TSLA) continues to grapple with sluggish demand in the U.S.
Wells Fargo Raises McKesson (MCK) Price Target, Maintains Equal Weight Rating
Wells Fargo raised its price target on McKesson Corporation (NYSE:MCK) to $766 from $691, on June 3, while maintaining an Equal Weight rating, following the company’s fourth...
Piper Sandler Trims UnitedHealth (UNH) Price Target, Maintains Overweight Rating
On June 3, Piper Sandler sharply lowered its price target on UnitedHealth Group Incorporated (NYSE:UNH) to $353 from $552, while maintaining an Overweight rating.
Citi Keeps Hims & Hers (HIMS) Price Target, Maintains Sell Rating
Citi is holding firm on its Sell rating for Hims & Hers Health, Inc.
Redburn Raises O’Reilly (ORLY) Price Target, Maintains Buy Rating
On June 3, Redburn Atlantic lifted its price target on O’Reilly Automotive, Inc.
RBC Raises GE Aerospace (GE) Price Target, Maintains Outperform Rating
RBC Capital Markets increased its price target on GE Aerospace (NYSE:GE), on June 3, to $275 from $220, reiterating an Outperform rating as investor interest in the aerospace ...
Morgan Stanley Cuts Campbell’s Company (CPB) Price Target, Maintains Equal Weight Rating
Morgan Stanley has reduced its price target on The Campbell's Company (NASDAQ:CPB) to $35 from $40, maintaining an Equal Weight rating following the company’s recent earnings...
BofA Trims Enphase (ENPH) Price Target, Maintains Underperform Rating
Bank of America has lowered its price target on Enphase Energy, Inc.
Bernstein Begins Coverage of Warner Music (WMG) with Outperform Rating
Warner Music Group Corp.
Baxter International (BAX) Rebounded in Q1 After Reporting Strong Earnings
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Loop Capital Raises Carnival (CCL) Price Target, Maintains Hold Rating
Carnival Corporation (NYSE:CCL) received a slight price target boost from Loop Capital on June 3, with analyst Laura Champine raising the projection to $22 from $21 while maintaining...
Jefferies Raises Dollar General (DG) Price Target, Maintains Buy Rating
In the wake of better-than-expected quarterly results, Jefferies lifted its price target of Dollar General Corporation (NYSE:DG) on June 3, to $126 from $110, maintaining its ...
Reddit Rolls Out Enhanced Profile Privacy Controls
On June 3, Reddit Inc. (NYSE:RDDT) introduced new user profile controls, which allow redditors to curate which of their posts and comments are publicly visible.
Ensign Group Acquires 3 Skilled Nursing Facilities
On June 1, The Ensign Group Inc. (NASDAQ:ENSG) expanded its presence by acquiring 3 new skilled nursing facilities.
Equity Residential to Acquire 8 Atlanta Apartment Properties for $535M
On June 3, Equity Residential (NYSE:EQR) announced an agreement to purchase 8 garden-style apartment properties in Atlanta, comprising 2,064 units, for a total of $535 million...
Tesla Model 3 and Y Debut in China’s Rural EV Sales Push
On June 3, Tesla Inc.'s (NASDAQ:TSLA) Model 3 and Model Y vehicles were included in a Chinese government-backed campaign to boost sales of electric and hybrid vehicles in rural...
Artisan Partners Mid Cap Value Fund’s Q1 2025 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Alstom Opens $75M New York Plant, Reshores US Rail Car Manufacturing
On June 2, Alstom (OTC:ALSMY) officially opened its new $75 million Plant 4 manufacturing facility in Hornell, New York.
Does Lam Research Corporation (LRCX) Have a Promising Future?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Petrobras Cuts Gasoline Prices By 5.6% Amid Rising Demand
On June 3, Petróleo Brasileiro - Petrobras (NYSE:PBR) announced a 5.6% reduction in gasoline prices for distributors, marking the first such cut since October 2023.
AnaptysBio’s Rosnilimab Shows ‘Best-in-Disease’ Profile in Phase 2b RA Trial
On June 3, AnaptysBio Inc.
BioVaxys Outlines Focus on Pipeline Expansion, Clinical Advancement
On June 3, BioVaxys Technology Corp. (OTC:BVAXF) issued a comprehensive corporate update, detailing its strategic initiatives.
Itau BBA Upgrades El Puerto de Liverpool (ELPQF) to Outperform, Sets PT at MXN 195
On Wednesday, El Puerto de Liverpool (OTC:ELPQF) received an upgrade from Itau BBA.
Is AutoZone (AZO) a Tariff Beneficiary?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
National Bank Downgrades Algonquin Power (AQN) to Sector Perform, Keeps PT Unchanged
On Wednesday, National Bank downgraded Algonquin Power & Utilities Corp. (NYSE:AQN) to Sector Perform from Outperform, while keeping its price target unchanged at $6.75.
Roth Capital Lowers Bio-Path (BPTH) PT to $2 Amidst Pipeline Updates, Liquidity Concerns
On Tuesday, Roth Capital revised its price target for Bio-Path Holdings Inc. (OTC:BPTH) to $2 from $9, while keeping a Buy rating on the shares.
DA Davidson Raises Citi Trends (CTRN) PT to $40, Cites Growth from Closeout Product Strategy
On Tuesday, DA Davidson increased its price target on Citi Trends Inc. (NASDAQ:CTRN) to $40 from $29, while maintaining a Buy rating on the shares.
AMC Entertainment to Introduce Pre-Movie “Platinum Spot” Commercials Through National CineMedia Partnership
On Tuesday, Bloomberg reported that AMC Entertainment Holdings Inc.
Camurus, Eli Lilly Collaborate for Long-Acting Incretin Products Using FluidCrystal Technology
On Tuesday, Camurus (OTC:CAMRF) and Eli Lilly and Company (NYSE:LLY) entered into a collaboration and license agreement.
Immix Biopharma’s NXC-201 Achieves 70% Complete Response Rate in AL Amyloidosis Trial
On Tuesday, Immix Biopharma Inc.
How will CME Group (CME) Benefit from the Tariffs?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Canadian National Railway Company (CNI) a Long-Term Holding?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
