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Insider Monkey Blog

What Makes Banco Bilbao Vizcaya Argentaria (BBVA) a Potential Investment?

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Sanofi (SNY) Fell on Tariff Uncertainty

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Dan Niles Says Nvidia (NVDA) Data Center Miss Should Not Be Ignored

Dan Niles from Niles Investment Management, in a recent program on CNBC, reiterated his concerns about a potential slowdown in AI demand.

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September 17 - News

Varied Growth Drivers Led ClearBridge Investments Growth Strategy to Add The Sherwin-Williams Company (SHW)

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Jd.com (JD) Traded Down Due to Its Aggressive Expansion

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Analyst Explains The Reason Behind Oracle’s (ORCL) ‘Booming Business’

Oracle Corp (NYSE:ORCL) shares skyrocketed after the company’s latest quarterly results. The company said it expects booked revenue to exceed $0.5 trillion.

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September 17 - News

Ariel Global Fund’s Q2 2025 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. The second quarter marked a period of extremes.

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September 17 - Hedge Fund Investor Letters, News

Here’s What Lifted Robinhood Markets (HOOD) in Q2

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Why Hedge Funds Should Pay Attention to Social Investing Trends on Trading Platforms

Social investing refers to picking investments that provide good financial results as well as a positive effect on society.

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September 17 - Business, News

Is Johnson Controls International plc (JCI) Benefiting From Increased Focus on AI

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

How Stock Market Know-How Can Help With Sports Betting

Although the two worlds may seem to be very far apart, there is more in common between the stock market and sports than initially meets the eye.

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September 17 - Business, News

Here’s Why ClearBridge Investments Growth Strategy Closed Out Charles River Laboratories International (CRL)

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Analyst Explains Why She’s Buying Snowflake Inc (SNOW) – ‘It Was Just Too Tempting’

Stephanie Link, CIO at Hightower, explained in a recent program on CNBC why she loaded up on Snowflake.

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September 17 - News

Stock Chart Expert Explains Why Amazon.com (AMZN) Will Jump

Carter Worth from Worth Charting said in a recent program on CNBC that Amazon is poised to see a rally.

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September 17 - News

Analyst Says Alphabet (GOOG) ‘Overhang is Gone’ and Stock is Undervalued

Jim Lebenthal, a partner at Cerity Partners and a panel member of CNBC Halftime report, said in a latest program that following the latest court ruling that Alphabet Inc (NASDAQ...

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September 17 - News

Does Howmet Aerospace (HWM) Have Runway for Growth and Expansion?

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Analyst Says This is One of the Top Dividend Stocks to Buy for Interest Rate Cut Environment

Kevin Simpson, Capital Wealth Planning founder and CIO, said in a recent program on CNBC that he’s buying Home Depot (NYSE:HD) amid expectations of a rate cut.

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September 17 - News

Here’s Why ClearBridge Growth Strategy Added Axon Enterprise (AXON) in Q2

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Billionaire Mario Gabelli Says He’s Thinking About Buying More Kraft Heinz (KHC) Shares

Mario Gabelli, GAMCO Investors chairman and CEO, said in a recent program on CNBC that he’d be a “buyer” of Kraft Heinz Co (NASDAQ:KHC) in pieces and he’s thinking of ...

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September 17 - News

ClearBridge Investments Growth Strategy’s Q2 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Is Axon Enterprise (AXON) Poised for Continued Durable Growth?

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Alliance Entertainment Holding Corporation (NASDAQ:AENT) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to Alliance Entertainment's Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call.

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September 17 - News, Transcripts

Ferguson plc (NYSE:FERG) Q4 2025 Earnings Call Transcript

Operator: Hello, everyone, and welcome to Ferguson's Fourth Quarter and Year End Results Presentation. My name is Nadia, and I'll be coordinating the call today.

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September 17 - News, Transcripts

Coda Octopus Group, Inc. (NASDAQ:CODA) Q3 2025 Earnings Call Transcript

Coda Octopus Group, Inc. (NASDAQ:CODA) Q3 2025 Earnings Call Transcript September 15, 2025Coda Octopus Group, Inc. beats earnings expectations.

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September 17 - News, Transcripts

Radiant Logistics, Inc. (AMEX:RLGT) Q4 2025 Earnings Call Transcript

Radiant Logistics, Inc. (AMEX:RLGT) Q4 2025 Earnings Call Transcript September 15, 2025Radiant Logistics, Inc. beats earnings expectations.

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September 17 - News, Transcripts

ImmunoPrecise Antibodies Ltd. (NASDAQ:IPA) Q1 2026 Earnings Call Transcript

ImmunoPrecise Antibodies Ltd. (NASDAQ:IPA) Q1 2026 Earnings Call Transcript September 15, 2025ImmunoPrecise Antibodies Ltd. misses on earnings expectations.

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September 17 - News, Transcripts

Dave & Buster’s Entertainment, Inc. (NASDAQ:PLAY) Q2 2026 Earnings Call Transcript

Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Q2 2026 Earnings Call Transcript September 15, 2025Dave & Buster's Entertainment, Inc. misses on earnings expectations.

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September 17 - News, Transcripts

Here’s Why Sands Capital Global Growth Fund Holding Conviction in Carlisle Companies Incorporated (CSL)

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Sands Capital Global Growth Fund Sold Airbnb (ABNB) as Top-line Growth Decelerated

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Will Intercontinental Exchange (ICE) be Able to Sustain Above-Average Earnings Growth?

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Sands Capital Global Growth Startegy Exited Nike (NKE) in Q2

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Should You Hold Builders FirstSource (BLDR)?

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

XFunded Expands in Dubai, Strengthening Collaborations With Trading Influencers Across Europe

Founded in 2024 by 22-year-old Paris-born entrepreneur Raphaël Pena, proprietary trading firm XFunded has announced the expansion of its activities in Dubai and its growing collaborations...

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September 17 - Press Releases

Sands Capital Global Growth Fund: On Holding AG’s (ONON) Detraction Is a Function of Our Purchase Timing

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Strong Results Lifted MercadoLibre (MELI) in Q2

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Amazon’s (AMZN) Fresh Grocery Push Seen as Key Growth Driver by Analysts

Amazon.com, Inc.

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September 16 - News

Wedbush Reiterates Outperform on Tesla (TSLA), Calls Musk a ‘Wartime CEO’

Tesla, Inc.

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September 16 - News

Why Analysts See Micron (MU) Benefiting From the AI Data Center Boom

Micron Technology, Inc.

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September 16 - News

Apple (AAPL) iPhone 17 Launch Spurs Buy Rating, $275 Price Target

Apple Inc.

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September 16 - News

Melius Stays Bullish on Oracle (ORCL) as AI Cloud Growth Accelerates

Oracle Corporation (NYSE:ORCL) is one of the Trending AI Stocks on Wall Street. On September 10, Melius analyst Ben Reitzes raised the price target on the stock to $370.00 (from...

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September 16 - News

Goldman Sachs Reiterates Buy on Adobe (ADBE) With $570 PT, Citing AI Momentum

Adobe Inc.

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September 16 - News

Goldman Sachs Boosts Arista Networks (ANET) Price Target to $175 on AI Momentum

Arista Networks Inc (NYSE:ANET) is one of the Trending AI Stocks on Wall Street. On September 12, Goldman Sachs analyst Hendi Susanto raised the price target on the stock to...

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September 16 - News

Eaton (ETN) Set to Ride AI Data Center Boom, Analysts Reiterate Outperform

Eaton Corporation plc (NYSE:ETN) is one of the Trending AI Stocks on Wall Street. On September 12, BNP Paribas Exane analyst Andrew Buscaglia reiterated an Outperform rating ...

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September 16 - News

F5 (FFIV) Enhances Security Suite With Latest Acquisition

“We see the acquisition as a positive that enhances F5’s leading suite of advanced security solutions.

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September 16 - News

Analysts See Opportunity in Freshworks (FRSH) Despite Market Skepticism

Freshworks Inc.

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September 16 - News

AppLovin (APP) Price Target Raised to $725 by Wedbush, Outperform Maintained

AppLovin Corporation (NASDAQ:APP) is one of the  AI Stocks in the Spotlight for Investors. On September 12, Wedbush analyst Alicia Reese raised the price target on the stock...

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September 16 - News

AMD (AMD) Downgraded to Hold by Erste Group on Margin Concerns

Advanced Micro Devices, Inc.

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September 16 - News

Tesla (TSLA) Stock: TD Cowen Reiterates Buy Rating, Price Target $374

Tesla, Inc.

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September 16 - News

Why Citizens JMP Sees Profitability Tailwinds for Alphabet (GOOGL)

Alphabet Inc.

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September 16 - News

Citizens JMP Reiterates Market Perform on Adobe (ADBE) Following Q3 Beat

Adobe Inc.

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September 16 - News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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