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Insider Monkey Blog

Conagra Brands, Inc. (CAG): A Bull Case Theory 

We came across a bullish thesis on Conagra Brands, Inc. on Aklan Investment Research’s Substack.

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February 7 - News, Stock Analysis

Cogent Communications Holdings, Inc. (CCOI): A Bull Case Theory 

We came across a bullish thesis on Cogent Communications Holdings, Inc. on Rorschach Stocks’s Substack. In this article, we will summarize the bulls’ thesis on CCOI.

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February 7 - News, Stock Analysis

12 Worst AI Stocks to Invest In According to Reddit

On February 3, Bradley Tusk, Tusk Ventures founder and CEO, joined 'The Exchange' on CNBC to discuss a critical reality check facing the AI industry and the hyperscalers driving...

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February 7 - Hedge Funds, News

12 Best Oil and Gas Stocks to Buy Right Now

On February 6, Reuters reported that oil prices ended higher on Friday, recovering from earlier losses.

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February 7 - Hedge Funds, Industries, News

HA Sustainable Infrastructure Capital, Inc. (HASI): A Bull Case Theory 

We came across a bullish thesis on HA Sustainable Infrastructure Capital, Inc. on The Financial Pen’s Substack.

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February 7 - News, Stock Analysis

Hertz Global Holdings, Inc. (HTZ): A Bull Case Theory 

We came across a bullish thesis on Hertz Global Holdings, Inc. on Vasileios Prassas’s Substack by Vasileios.

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February 7 - News, Stock Analysis

PG&E Corporation (PCG): A Bull Case Theory 

We came across a bullish thesis on PG&E Corporation on Aklan Investment Research’s Substack.

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February 7 - News, Stock Analysis

Vertiv Holdings Co (VRT): A Bull Case Theory 

We came across a bullish thesis on Vertiv Holdings Co on The AI Architect’s Substack. In this article, we will summarize the bulls’ thesis on VRT.

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February 7 - News, Stock Analysis

SharkNinja, Inc. (SN): A Bull Case Theory 

We came across a bullish thesis on SharkNinja, Inc. on Canadian Cashflow’s Substack.

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February 7 - News, Stock Analysis

Brookfield Infrastructure Partners L.P. (BIP): A Bull Case Theory 

We came across a bullish thesis on Brookfield Infrastructure Partners L.P. on Beat the TSX (BTSX-20)’s Substack by Beat the TSX-27 Strategy.. In this article, ...

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February 7 - News, Stock Analysis

IDEXX Laboratories, Inc. (IDXX): A Bull Case Theory

We came across a bullish thesis on IDEXX Laboratories, Inc. on MTC’s Substack. In this article, we will summarize the bulls’ thesis on IDXX.

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February 7 - News, Stock Analysis

JOYY Inc. (JOYY): A Bull Case Theory 

We came across a bullish thesis on JOYY Inc. on Triple S Special Situations Investing’s Substack by TripleS Special Situations.

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February 7 - News, Stock Analysis

Ermenegildo Zegna N.V. (ZGN): A Bull Case Theory 

We came across a bullish thesis on Ermenegildo Zegna N.V. on Lux Opes Research’s Substack.

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February 7 - News, Stock Analysis

V.F. Corporation (VFC): A Bull Case Theory 

We came across a bullish thesis on V.F. Corporation on Matt McClintock Retail/Consumer Research - M Squared Capital’s Substack by Matthew McClintock.

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February 7 - News, Stock Analysis

TC Energy Corporation (TRP): A Bull Case Theory

We came across a bullish thesis on TC Energy Corporation on Beat the TSX (BTSX-20)’s Substack by Beat the TSX-27 Strategy.. In this article, we will summarize the ...

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February 7 - News, Stock Analysis

Tronox Holdings plc (TROX): A Bull Case Theory 

We came across a bullish thesis on Tronox Holdings plc on Value Degen’s Substack’s Substack by Unemployed Value Degen and Athelas Research.

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February 7 - News, Stock Analysis

Lam Research Corporation (LRCX): A Bull Case Theory 

We came across a bullish thesis on Lam Research Corporation on MTC’s Substack.

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February 7 - News, Stock Analysis

Alphabet’s Gemini (GOOGL) “Came Out of Nowhere,” Says Jim Cramer

Alphabet Inc. (NASDAQ:GOOGL) reported its earnings earlier this week and posted $113.83 billion in revenue to beat analyst estimates of $111.43 billion.

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February 7 - News

Goldman Sachs Reaffirms Buy on Eli Lilly and Company (LLY), Citing 25% Growth Outlook

On February 5, Goldman Sachs raised its price recommendation on Eli Lilly and Company (NYSE:LLY) to $1,260 from $1,145. The firm reiterated its Buy rating on the stock.

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February 7 - News

United Parcel Service (UPS) Is Consistent, Says Jim Cramer

Logistics giant United Parcel Service, Inc. (NYSE:UPS)’s shares are up by a modest 2.85% over the past year and by 15% year-to-date.

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February 7 - News

Barclays Trims Super Micro (SMCI) Target Despite Strong AI Server Demand

Super Micro Computer, Inc.

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February 7 - News

Baidu’s (BIDU) AI Chip Spinoff Seen as Catalyst for Shareholder Value

Baidu, Inc.

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February 7 - News

Stifel Sees Upside for Teradyne (TER) from AI and Semi Test Share Gains

Teradyne, Inc.

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February 7 - News

KeyBanc Flags Guidance Uncertainty as Key Debate around Datadog (DDOG)

Datadog, Inc.

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February 7 - News

Strong Palantir (PLTR) Results Fail to Shift RBC’s Bearish Stance

Palantir Technologies Inc.

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February 7 - News

Baird Highlights AI GPU and Server Strength at Advanced Micro Devices, Inc (AMD)

Advanced Micro Devices, Inc.

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February 7 - News

Wolfe Sees Catalyst-Rich Year Ahead for Tesla (TSLA) Despite Fundamental Concerns

Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, Wolfe Research analyst Emmanuel Rosner said that it sees a “catalyst rich” year...

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February 7 - News

UBS Maintains Neutral View as Apple (AAPL) App Store Trends Stay Solid

Apple Inc.

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February 7 - News

Broadcom (AVGO) Seen Well Positioned as AI Spending Concerns Ease

Broadcom Inc.

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February 7 - News

Nvidia’s (NVDA) Long-Term AI Trajectory Remains Intact, Wolfe Says

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks to Keep on Your Radar. On February4, Wolfe reiterated the stock as “Outperform,” urging investors to be patient...

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February 7 - News

Pepsi (PEP) Stock Is Crazy, Says Jim Cramer

Food products giant PepsiCo, Inc. (NASDAQ:PEP)’s shares are up by 15% over the past year and by 18% year-to-date. Several analysts have discussed the firm recently.

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February 7 - News

Jim Cramer Discusses Key Factor For Advanced Micro Devices (AMD)

Chip designer Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares were dealt a hefty blow earlier this week when closed down by a massive 17%.

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February 7 - News

Jim Cramer Discusses Bristol Myers’s (BMY) Cobenfy Drug

Bristol Myers Squibb Company (NYSE:BMY) is one of the largest pharmaceutical companies in the world. Its shares are up by 7.5% over the past year and by 15.4% year-to-date.

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February 7 - News

Clorox (CLX) Is Consistent, Says Jim Cramer

The Clorox Company (NYSE:CLX) is one of the most well-known household products manufacturers in America.

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February 7 - News

Colgate (CL) Is Consistent, Says Jim Cramer

Colgate-Palmolive Company (NYSE:CL) is a well-known global oral and personal care brand. Its shares are up by 10.5% over the past year and by 22% year-to-date.

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February 7 - News

Procter & Gamble (PG) Stock “Just Won’t Quit,” Says Jim Cramer

The Procter & Gamble Company (NYSE:PG) is one of the biggest consumer goods firms in the world. The shares are down by 5.8% over the past year and are up by 12% year-to-date.

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February 7 - News

Amazon’s (AMZN) Retail Will Help, Says Jim Cramer

Retail and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 15% over the past year and by 10.8% year-to-date.

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February 7 - News

Jim Cramer Makes Cryptic Remark About Arm Holdings (ARM)

Chip design firm Arm Holdings PLC (NASDAQ:ARM)’s shares are down by 30% over the past year and are up by 1.7% year-to-date.

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February 7 - News

Microsoft (MSFT) Has a Lot of Firepower, Says Jim Cramer

Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares dipped by 7% in extended trading after it reported its fiscal third-quarter earnings report.

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February 7 - News

ConocoPhillips (COP) Gets Higher Target at Roth Capital as Cost Cuts Progress

On February 5, Roth Capital Partners increased its price objective on ConocoPhillips (NYSE:COP) to $112 from $105. It also kept a Buy rating on the stock.

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February 7 - News

Chubb Limited (CB) Gets Higher Target at Roth Capital on Strong Underwriting Results

On February 4, Roth Capital Partners raised its price objective on Chubb Limited (NYSE:CB) to $360 from $330.

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February 7 - News

Enterprise Products Partners L.P. (EPD) Gets Higher Target at Scotiabank as Guidance Tops Consensus

On February 5, Scotiabank analyst Brandon Bingham raised his price target on Enterprise Products Partners L.P. (NYSE:EPD) to $37 from $35 and kept a Sector Perform rating.

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February 7 - News

Citigroup Raises Arthur J. Gallagher & Co. (AJG) Target as UBS Maintains Neutral View

That same day, UBS trimmed its price target slightly to $283 from $285 and also kept a Neutral view on the shares.

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February 7 - News

CIBC Raises Agnico Eagle Mines Limited (AEM) Target as Gold Outlook Turns More Bullish

On February 4, CIBC lifted its price recommendation on Agnico Eagle Mines Limited (NYSE:AEM) to $296 from $231. It also kept its Outperformer rating on the stock.

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February 7 - News

Chevron Corporation (CVX) Gets Higher Target at Argus Research as Shareholder Returns Stand Out

On February 3, Argus Research raised its price objective on Chevron Corporation (NYSE:CVX) to $203 from $183.

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February 7 - News

Casey’s General Stores, Inc. (CASY) Draws Price Target Hikes From KeyBanc and RBC Capital

On January 26, KeyBanc Capital Markets raised its price recommendation on Casey's General Stores, Inc. (NASDAQ:CASY) to $680 from $650.

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February 7 - News

Truist Cuts Boston Scientific Corporation (BSX) Price Target but Maintains Buy After Earnings Pullback

On February 5, Truist lowered its price objective on Boston Scientific Corporation (NYSE:BSX) to $95 from $120. The firm maintained a Buy rating on the stock.

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February 7 - News

Strong Demand Lifts Atmos Energy Corporation (ATO) First-Quarter Profit Despite Extreme Winter Conditions

Atmos Energy Corporation (NYSE:ATO) said on February 3 that first-quarter profit increased 14.5% from the prior year, supported by steady demand across its gas distribution and...

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February 7 - News

Keefe Bruyette Upgrades Brown & Brown, Inc. (BRO) to Market Perform After Q4 Earnings

On January 29, Keefe Bruyette analyst Meyer Shields moved Brown & Brown, Inc.

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February 7 - News

Cboe Global Markets, Inc. (CBOE:CBOE) Q4 2025 Earnings Call Transcript

Cboe Global Markets, Inc. (CBOE:CBOE) Q4 2025 Earnings Call Transcript February 6, 2026Cboe Global Markets, Inc. beats earnings expectations.

Keep Reading →

February 7 - News, Transcripts

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