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Insider Monkey Blog

Keefe, Bruyette & Woods (KBW) Reiterates $246 PT and Outperform Rating on The Allstate Corporation (ALL)

Keefe, Bruyette & Woods (KBW) reiterated The Allstate Corporation’s (NYSE:ALL) $246 price target and Outperform rating on September 19, 2025, as the insurer expanded its core...

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October 1 - News

Evercore ISI Raises Its Price Target for Ally Financial Inc. (ALLY) to $45

Evercore ISI raised its price target for Ally Financial Inc. (NYSE:ALLY) from $42 to $45 on September 23, 2025, while maintaining an “In Line” rating on the stock.

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October 1 - News

Cantor Fitzgerald Reaffirms Its Overweight rating and $400 Price Target on Elevance Health, Inc. (ELV)

As 2026 Marketplace rates were set, Cantor Fitzgerald reaffirmed its Overweight rating and $400 price target, drawing attention to Elevance Health, Inc.

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October 1 - News

Bristol-Myers Squibb Company (BMY) Begins Selling Its Psoriasis Medication Sotyktu Directly to Cash-Paying U.S. Customers

Bristol-Myers Squibb Company (NYSE:BMY) announced on September 25, 2025, that it would begin selling its psoriasis medication Sotyktu directly to cash-paying U.S.

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October 1 - News

Verizon Communications Inc. (VZ) Announces Itself as the First U.S. Wireless Carrier to Offer Meta’s New Ray-Ban Display AI Spectacles

On September 25, 2025, Verizon Communications Inc. (NYSE:VZ), a leader in wearable technology, announced it would be the first U.S.

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October 1 - News

PG&E Corporation (PCG) Completes the Calistoga Resiliency Center; Signs $500 Million Term Loan Credit Agreement

In partnership with Energy Vault Holdings, PG&E Corporation (NYSE:PCG) announced the completion of the Calistoga Resiliency Center on September 25, 2025, through its Pacific Gas...

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October 1 - News

Jefferies Initiates Coverage on Biogen Inc. (BIIB) with Buy Rating and $190 PT

Jefferies began covering Biogen Inc. (NASDAQ:BIIB) on September 26 with a Buy rating and a price target of $190.

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October 1 - News

Needham Downgrades Lululemon Athletica Inc. (LULU) to Hold

On September 25, Needham downgraded Lululemon Athletica Inc. (NASDAQ:LULU) to Hold, warning that growing challenges were offsetting its strong brand and 59.1% gross margins.

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October 1 - News

Sanofi (SNY) Caps Cost of Any Insulin Product at $35 per Month; Berenberg Reaffirms Its Buy Rating

On September 29, Berenberg reaffirmed its Buy rating on Sanofi (NASDAQ:SNY) with a price target of EUR110.00, citing better returns from the company’s medication pipeline.

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October 1 - News

UBS Initiates Coverage on Smurfit Westrock Plc (SW) with Buy Rating and $60 Price Target

On September 15, 2025, UBS initiated coverage on Smurfit Westrock Plc (NYSE:SW) with a Buy rating and a $60 price target.

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October 1 - News

Stellantis N.V. (STLA) Launches Intelligence Battery Integrated System Prototype

On September 27, 2025, Stellantis N.V. (NYSE:STLA) announced advancements in electric vehicle technology while addressing quality-control concerns in its current fleet.

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October 1 - News

Truist Securities Reaffirms Its Buy Rating for Teva Pharmaceutical Industries Limited (TEVA)

On September 23, 2025, Truist Securities reaffirmed its Buy rating for Teva Pharmaceutical Industries Limited (NYSE:TEVA), maintaining its $25 price target, following a recap ...

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October 1 - News

Barclays Downgrades Keurig Dr Pepper Inc. (KDP) from Overweight to Equal Weight, Reduces PT to $26

On September 24, 2025, Barclays downgraded Keurig Dr Pepper Inc.

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October 1 - News

Regeneron Pharmaceuticals Inc. (REGN) Reports Positive Results from Several Late-Stage Trials

On September 17, 2025, Regeneron Pharmaceuticals Inc.

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October 1 - News

Healthcare Industry Resilience Collaborative (HIRC) Awards Gold Level Resiliency Badge to Baxter International Inc. (BAX)

On September 26, 2025, Baxter International Inc.

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October 1 - News

Petrobras Awards Schlumberger Limited (SLB) a Contract to Supply Technology and Completion Services

On September 25, 2025, Petrobras awarded Schlumberger Limited (NYSE:SLB), operating under the SLB brand, a contract to supply technology and completion services for up to 35 ultra...

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October 1 - News

The State of New Jersey Awards CGI Inc. (GIB) a 10-Year Contract to Continue Building and Maintaining Its State Integrated Recovery Operations Management Systems (SIROMS)

On September 26, 2025, the State of New Jersey awarded CGI Inc.

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October 1 - News

BioMarin Pharmaceutical Inc. (BMRN) Hits Its 52-Week Low

On September 23, 2025, BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) hit a 52-week low, falling 23.7% over the past year to $52.93.

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October 1 - News

AerCap Holdings N.V. (AER) Prices $1.2 Billion in Senior Notes; Delivers First Boeing 777-300ERSF Passenger-to-Freighter Converted Aircraft to Kalitta

On September 22, 2025, AerCap Holdings N.V. (NYSE:AER) announced it had priced $1.2 billion in senior notes through its subsidiaries.

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October 1 - News

General Motors Company (GM) CEO and Chair Mary Barra Sells Shares; UBS Upgrades GM to Buy, Raises PT to $81

General Motors Company (NYSE:GM) made headlines on September 25, 2025, when CEO and Chair Mary Barra sold approximately 777,500 shares for $46.6 million at prices near the automaker...

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October 1 - News

Morgan Stanley Downgrades Fortinet, Inc. (FTNT) from Equal Weight to Underweight, Reduces Its Price Target to $67

On September 2, Fortinet, Inc.

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October 1 - News

Zoom Communications, Inc. (ZM) Named Leader in the 2025 Gartner Magic Quadrant for Unified Communications as a Service (UCaaS), RBC Capital Reaffirms $100 PT

On September 26, 2025, one of just two companies with places in both the UCaaS and CCaaS Magic Quadrants, Zoom Communications, Inc.

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October 1 - News

Oppenheimer Reaffirms Its Outperform Rating on argenx SE (ARGX)

On September 18, following the company’s ARGX-119 R&D Spotlight event, Oppenheimer reaffirmed its Outperform rating on argenx SE (NASDAQ:ARGX), citing encouraging clinical proof...

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October 1 - News

Canaccord Genuity Raises Price Target on Insulet Corporation (PODD) to $399, Maintains Buy Rating

On September 29, given Insulet Corporation (NASDAQ:PODD)’s dominant position in the insulin pump industry and its first-mover advantage in the type 2 diabetes market, Canaccord...

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October 1 - News

Citizens JMP Lowers Price Target on The Trade Desk, Inc. (TTD) to $60, Maintains Market Outperform Rating

On September 30, 2025, citing near-term headwinds from slowed advertising spending in the consumer-packaged goods and automotive sectors, as well as potential regulatory impacts...

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October 1 - News

TD Cowen Maintains its Buy Rating and $100 PT for DexCom, Inc. (DXCM)

On September 25, 2025, given that previous technical problems with the company’s G7 continuous glucose monitoring (CGM) technology had been fixed, TD Cowen kept its buy rating...

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October 1 - News

Tigress Financial Partners Initiates Coverage on Palo Alto Networks, Inc. (PANW) with Buy Rating and $245 PT

On September 26, 2025, citing the company’s growing AI-powered security solutions and robust platform adoption, Tigress Financial Partners began covering Palo Alto Networks, ...

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October 1 - News

Deutsche Bank and Mizuho Raise Price Target on ASML Holding N.V. (ASML)

[caption id="attachment_1420244" align="aligncenter" width="2309"] Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place...

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October 1 - News

Apollo Global Management, Inc. (APO) Introduces Apollo Sports Capital (ASC)

On September 29, 2025, Apollo Sports Capital (ASC), a new investment division devoted to funding prospects in the international sports and live events industry, was introduced...

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October 1 - News

Mizuho Initiates Coverage on Pinterest, Inc. (PINS) with $50 PT and Outperform Rating

On September 29, 2025, Mizuho began covering Pinterest, Inc.

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October 1 - News

Serve Robotics Expands Autonomous Delivery Service with Uber Technologies, Inc. (UBER)’s Uber Eats; Mizuho Initiates Coverage with $130 PT and Outperform Rating

On September 30, 2025, after previous deployments in Los Angeles, Miami, Dallas-Fort Worth, and Atlanta, Serve Robotics announced the first Midwest expansion of its autonomous...

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October 1 - News

Canaccord Genuity Reaffirms Its Buy Rating on Block, Inc. (XYZ) with $80 PT

On 23 September 2025, following the company’s revised full-year forecast that indicated a greater profit acceleration in the second half of 2025, Canaccord Genuity reaffirmed...

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October 1 - News

Agnico Eagle Mines Limited (AEM) Hits Record High; Sells Nearly 48 Million Shares of Royal Road Minerals Limited for Almost $4.1 Million

On September 29, 2025, through the Toronto Stock Exchange, Agnico Eagle Mines Limited (NYSE:AEM) sold 47,944,981 shares of Royal Road Minerals Limited, its entire holding, for...

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October 1 - News

RBC Capital Maintains Its $31.00 PT on Brookfield Renewable Corporation (BEPC) with Outperforming Rating

Brookfield Renewable Corporation (NYSE:BEPC) is one of the 10 Most Promising Green Stocks According to Wall Street Analysts, supported by hedge fund interest and analyst-rated...

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October 1 - News

Constellation Energy Corporation (CEG) Signs $7 Billion Revolving Credit Facility with JPMorgan and Other Banks

With strong hedge fund backing and favorable analyst ratings, Constellation Energy Corporation (NASDAQ:CEG) makes our list of the 10 Most Promising Green Stocks According to Wall...

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October 1 - News

Vistra Corp. (VST) Becomes One of the Utilities Industry’s Most Notable Performers in the United States

On 29 September 2025, with more than 77% stock gains over the last year, Vistra Corp.

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October 1 - News

Deutsche Bank Starts Covering Array Technologies, Inc. (ARRY) with Buy Rating and $11 Price Target

With strong hedge fund backing and favorable analyst ratings, Array Technologies, Inc.

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October 1 - News

U.S. Nuclear Regulatory Commission Approves NextEra Energy, Inc. (NEE)’s Point Beach Nuclear Plant in Wisconsin

On September 29, 2025, the U.S.

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October 1 - News

Clearway Energy, Inc. (CWEN) Announces $100 Million At-The-Market Equity Program

With strong hedge fund backing and favorable analyst ratings, Clearway Energy, Inc.

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October 1 - News

Cantor Fitzgerald Reaffirms Its Overweight Rating and $7.00 Price Target for EVgo, Inc. (EVGO)

On September 15, 2025, citing faith in the company’s growing charging infrastructure and usage growth, Cantor Fitzgerald reaffirmed its Overweight rating and $7 price target...

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October 1 - News

FMC Corporation (FMC) Highlights Its Emphasis on Innovation at the Jefferies Mining and Industrials Conference 2025

With strong hedge fund backing and favorable analyst ratings, FMC Corporation (NYSE:FMC) makes our list of the 10 Most Promising Green Stocks According to Wall Street Analysts...

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October 1 - News

Jefferies Raises Its Price Target for Enphase Energy Inc. (ENPH) to $41.00, Maintains Hold Rating

On September 29, 2025, Jefferies raised its price target for Enphase Energy Inc.

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October 1 - News

RBC Capital Lowers Its Price Target for ChargePoint Holdings, Inc. (CHPT) to $10, Keeps Sector Perform Rating

ChargePoint Holdings, Inc.

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October 1 - News

Brookfield Infrastructure Partners L.P. (BIP) Announces $700 Million Medium-Term Note Offering

The $700 million medium-term note offering was announced by Brookfield Infrastructure Partners L.P. (NYSE:BIP) on September 22, 2025.

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October 1 - News

Alpine Income Property Trust, Inc. (PINE) Sells Its Former Century Theater Center in Reno, Nevada, for $5.0 Million

With $4.0 million in seller financing at 8% interest over two years, Alpine Income Property Trust, Inc.

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October 1 - News

Postal Realty Trust, Inc. (PSTL) Extends Maturities for Its Revolving, Term, and Delayed-Draw Loans and Fixed Interest Rates at 4.73% Until January 2030

Postal Realty Trust, Inc.

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October 1 - News

Carpenter Will Immediately Assume Greater Responsibility as CEO Following Nordholm’s Retirement, Federal Agricultural Mortgage Corporation (AGM) Announces

On September 25, 2025, Federal Agricultural Mortgage Corporation (NYSE:AGM) announced that Carpenter will immediately assume greater responsibility as CEO following Nordholm’...

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October 1 - News

Terreno Realty Corporation (TRNO) Announces Building Project of the 214,000-Square-Foot Industrial Distribution Center, Countyline Corporate Park Phase IV Building 36 in Hialeah, Florida

The building project of the 214,000-square-foot industrial distribution center, Countyline Corporate Park Phase IV Building 36 in Hialeah, Florida, which is anticipated to be ...

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October 1 - News

CareTrust REIT, Inc. (CTRE) Pays About $27 Million to Acquire Two Care Facilities in the UK

CareTrust REIT, Inc. (NYSE:CTRE) increased its global presence on September 24, 2025, when it paid about $27 million to acquire two care facilities in the UK.

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October 1 - News

Stifel Maintains Its Buy Rating on Essential Properties Realty Trust, Inc. (EPRT), Lowers PT to $35.00

Citing the company’s solid portfolio and financial standing, Stifel maintained its Buy rating on Essential Properties Realty Trust, Inc.

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October 1 - News

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