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Insider Monkey Blog

Rothschild & Co Redburn Lowers Delta Air Lines, Inc. (DAL) Price Target to $70

On March 5, Rothschild & Co Redburn lowered its price target on Delta Air Lines, Inc. (NYSE:DAL) to $70 from $72 while maintaining a Buy rating.

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March 12 - News

United Airlines Holdings, Inc. (UAL) Target Cut to $110 at Redburn Amid Fuel Cost Concerns

On March 5, Rothschild & Co Redburn analyst James Goodall lowered the firm’s price target on United Airlines Holdings, Inc.

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March 12 - News

Is Stellantis N.V. (STLA) One of the Best Very Cheap Stocks to Buy in 2026?

On March 2, Freedom Capital analyst Dmitriy Pozdnyakov downgraded Stellantis N.V. (NYSE:STLA) to Hold from Buy while lowering the firm’s price target to $8 from $9.

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March 12 - News

ZenaTech’s ZenaDrone Announces the Filing of a Patent for its Maritime Defense System Combining ZenaDrone 2000 Interceptor Drone and IQ Glider Autonomous Marine Station

ZenaTech, Inc.

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March 12 - Press Releases

Abitibi Metals Achieves Early Exercise of B26 Option, Securing 80% Ownership of the High-Grade Copper-Gold Project in Quebec

Fully funded 40,000-metre drill program underway in 2026, the largest in the Company’s history, targeting resource expansion, infill drilling and regional exploration upside...

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March 12 - Press Releases

10 AI Stocks That Will Make You A Millionaire

On March 11, Marcus Bodet, co-founder of B.I.G. Capital, appeared on a Schwab Network to discuss the AI buildout, its tailwinds, and the headwinds causing volatility.

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March 12 - Hedge Funds, News

5 AI Stocks That Will Make You A Millionaire

In this article we will list the 5 AI Stocks That Will Make You A Millionaire.

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March 12 - News

5 Best Value Stocks To Buy According to Billionaires

In this article we will list the 5 best value stocks to buy according to billionaires.

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March 12 - News

11 Best Value Stocks to Invest in According to Billionaires

Reuters reported on February 20, 2026, that as interest in megacap technology firms weakens and attention shifts to international alternatives, U.S.

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March 12 - Hedge Funds, News

Does Cross Country Healthcare (CCRN) Have Strong Fundamentals?

Long Cast Advisers, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 12 - Hedge Fund Investor Letters, News

Resilience and ROI: How Operational Risk is Shaping Investment in 2026

Decision-making in the investment realm has long been dominated by balance sheet, margins, and revenue. But in 2026, things are looking a little different.

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March 12 - Business, News

Long Cast Advisers’ Q4 2025 Investor Letter

Long Cast Advisers, an investment management firm, released its fourth-quarter 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Disciplined Digital Transformation: Why Infrastructure Governance is Key to Investors

Digital transformation is often cited as the key imperative that should be driving businesses today, so it follows that the topic is popping up more and more in earnings calls...

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March 12 - Business, News

Garrett Motion (GTX) Had a Remarkable 2025. Here’s Why

Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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March 12 - Hedge Fund Investor Letters, News

Here’s Why Alluvial Capital Management Believes Net Lease Office Properties (NLOP) Shares are Attractive

Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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March 12 - Hedge Fund Investor Letters, News

Alluvial Fund Bets on Sylvamo Corporation (SLVM) Due to Its Strong Fundamentals

Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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March 12 - Hedge Fund Investor Letters, News

Alluvial Capital Management’s Q4 2025 Investor Letter

Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Investor Concerns Hurt RELX PLC (RELX) in 2025

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Concerns About Huge Capital Expenditure on Data Centers Weighed on Microsoft’s (MSFT) Performance

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Is Micron Technology, Inc. (MU) A Good Stock To Buy Now?

Is MU a good stock to buy now? We came across a bullish thesis on Micron Technology, Inc. on Nikhs’s Substack.

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March 12 - News, Stock Analysis

Accenture (ACN) is Poised to Benefit from AI Implementation Contracts

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Bybit Pay Joins the Mastercard Crypto Credential Network, Simplifying Verifiable Crypto Transfers

Bybit, the world’s second-largest cryptocurrency exchange by trading volume, today announced the integration of Bybit Pay into the Mastercard Crypto Credential network.

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March 12 - Press Releases

Amphenol (APH) Surged More Than 50% in Q4 Due to Strong End Market

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

InterContinental Hotels Group PLC (IHG) Gained from Its Quarterly Earnings and Pipeline of New Hotels

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Multiple Tailwinds Lifted Jack Henry & Associates (JKHY) by 22%

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Aoris International Fund’s Q4 2025 Investor Letter

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Here’s Greystone Capital Management’s Investment Thesis for Shift4 Technologies (FOUR)

Greystone Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 12 - Hedge Fund Investor Letters, News

Cummins (CMI) Gains on Data Center Power Demand Despite Weak Truck Market

The London Company, an investment management company, released its “Income Equity Strategy” fourth-quarter 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Fastenal Company (FAST) Slips as Industrial Demand Recovery Trails Expectations

The London Company, an investment management company, released its “Income Equity Strategy” fourth-quarter 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Cisco Systems (CSCO) Rallies After Beat-and-Raise Quarter Driven by Networking and AI Momentum

The London Company, an investment management company, released its “Income Equity Strategy” fourth-quarter 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Corning Incorporated (GLW) Gains on Strong GenAI-Driven Optical Communications Demand

The London Company, an investment management company, released its “Income Equity Strategy” fourth-quarter 2025 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Fiserv (FISV) Pulls Back as New CEO Resets Growth Expectations

Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 12 - Hedge Fund Investor Letters, News

Renaissance Investment Management Large Cap Growth Strategy’s Q4 2025 Investor Letter

Renaissance Investment Management, an investment management company, released its Q4 2025 “Large Cap Growth Strategy” investor letter.

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March 12 - Hedge Fund Investor Letters

Ironvine Capital Partners’ Q4 2025 Investor Letter

Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter.

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March 12 - Hedge Fund Investor Letters

Digimarc Corporation (NASDAQ:DMRC) Q4 2025 Earnings Call Transcript

Digimarc Corporation (NASDAQ:DMRC) Q4 2025 Earnings Call Transcript March 11, 2026Digimarc Corporation beats earnings expectations.

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March 12 - News, Transcripts

Codexis, Inc. (NASDAQ:CDXS) Q4 2025 Earnings Call Transcript

Operator: Greetings. Welcome to Codexis, Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results Call. At this time, all participants are in a listen-only mode.

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March 12 - News, Transcripts

CI&T Inc (NYSE:CINT) Q4 2025 Earnings Call Transcript

Narrator: Culture eats AI for breakfast. AI is everywhere, but real transformation is still rare. At CI&T Inc, we do not treat AI as a side initiative.

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March 12 - News, Transcripts

TechTarget, Inc. (NASDAQ:TTGT) Q4 2025 Earnings Call Transcript

Operator: Good afternoon. Thank you for attending today's TechTarget, Inc. fourth quarter 2025 financial results conference call and webcast.

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March 12 - News, Transcripts

Sonida Senior Living, Inc. (NYSE:SNDA) Q4 2025 Earnings Call Transcript

Sonida Senior Living, Inc. (NYSE:SNDA) Q4 2025 Earnings Call Transcript March 11, 2026Sonida Senior Living, Inc. misses on earnings expectations.

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March 12 - News, Transcripts

Wealthfront Corporation (NASDAQ:WLTH) Q4 2026 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to Wealthfront Corporation's fourth quarter and fiscal year 2026 earnings conference call.

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March 12 - News, Transcripts

Elutia Inc. (NASDAQ:ELUT) Q4 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to Elutia Inc. Fourth Quarter 2025 Financial Results Call. At this time, all participants are in a listen-only mode.

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March 12 - News, Transcripts

Exodus Movement, Inc. (AMEX:EXOD) Q4 2025 Earnings Call Transcript

Exodus Movement, Inc. (AMEX:EXOD) Q4 2025 Earnings Call Transcript March 11, 2026Exodus Movement, Inc. misses on earnings expectations.

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March 12 - News, Transcripts

CuriosityStream Inc. (NASDAQ:CURI) Q4 2025 Earnings Call Transcript

CuriosityStream Inc. (NASDAQ:CURI) Q4 2025 Earnings Call Transcript March 11, 2026CuriosityStream Inc. misses on earnings expectations.

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March 12 - News, Transcripts

biote Corp. (NASDAQ:BTMD) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the biote Corp. Fourth Quarter and Full Year 2025 Earnings Conference Call. All participants will be in a listen-only mode.

Keep Reading →

March 12 - News, Transcripts

Guardian Pharmacy Services, Inc. (NYSE:GRDN) Q4 2025 Earnings Call Transcript

Guardian Pharmacy Services, Inc. (NYSE:GRDN) Q4 2025 Earnings Call Transcript March 11, 2026Guardian Pharmacy Services, Inc. beats earnings expectations.

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March 12 - News, Transcripts

Tilly’s, Inc. (NYSE:TLYS) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, everyone, and welcome to the Tilly's, Inc. Fourth Quarter and Full Year 2025 Earnings Conference Call.

Keep Reading →

March 12 - News, Transcripts

Target Hospitality Corp. (NASDAQ:TH) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to the Target Hospitality Corp. Fourth Quarter and Full Year 2025 Earnings Call.

Keep Reading →

March 12 - News, Transcripts

Bumble Inc. (NASDAQ:BMBL) Q4 2025 Earnings Call Transcript

Operator: Hello, everybody, and welcome to the Bumble Inc. Fourth Quarter 2025 Financial Results Conference Call. My name is Eliot, and I will be your coordinator today.

Keep Reading →

March 12 - News, Transcripts

Campbell Soup Company (NASDAQ:CPB) Q2 2026 Earnings Call Transcript

Campbell Soup Company (NASDAQ:CPB) Q2 2026 Earnings Call Transcript March 11, 2026Campbell Soup Company misses on earnings expectations.

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March 12 - News, Transcripts

Frequency Electronics, Inc. (NASDAQ:FEIM) Q3 2026 Earnings Call Transcript

Frequency Electronics, Inc. (NASDAQ:FEIM) Q3 2026 Earnings Call Transcript March 11, 2026Frequency Electronics, Inc. misses on earnings expectations.

Keep Reading →

March 12 - News, Transcripts

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