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Insider Monkey Blog

Jensen Quality Growth Equity Strategy Decided to Sell Its Stake in Zoetis (ZTS)

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

Jensen Quality Growth Equity Decided to Sell Accenture (ACN)

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

What Makes Motorola Solutions (MSI) an Investment Bet?

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

Jensen Quality Growth Equity Bets on Broadcom (AVGO), the Core Supplier in the Global AI Build-Out

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

Jensen Quality Growth Equity is Holding Marsh & McLennan (MRSH) with Conviction

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

What Makes Amazon (AMZN) an Overall High-Quality Growth Compounder?

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

BHP Group Limited (BHP) Advances Strategic Deals to Strengthen Copper Supply Chain

The company is to divest 100% of San Manual property in Arizona.

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March 6 - News

Q4 Reinforced Alphabet’s (GOOGL) “Quality Growth” Attributes

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

Natural Resource Partners L.P. (NRP) Achieves Robust Free Cash Flow Growth Despite Weak Coal Prices

On February 27, Natural Resource Partners L.P.

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March 6 - News

Is NACCO Industries, Inc. (NC) One of the Best Coal Mining Stocks to Buy Right Now?

Operating profit nearly doubled to $7.6 million compared to $3.8 million delivered in Q4 of 2024.

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March 6 - News

Is Nvidia (NVDA) Shifting its Investment Strategy Towards OpenAI and Anthropic?

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best IT Stocks to Buy According to Wall Street Analysts.

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March 6 - News

Piper Sandler Remains a Buy on Palantir (PLTR)

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best IT Stocks to Buy According to Wall Street Analysts.

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March 6 - News

Microsoft (MSFT) to Deliver New Cloud PC Devices With ASUS and Dell

Microsoft Corporation (NASDAQ:MSFT) is one of the Best IT Stocks to Buy According to Wall Street Analysts.

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March 6 - News

Broadcom (AVGO) Reports Q4 2025 Earnings, Here’s What You Need to Know

Broadcom Inc. (NASDAQ:AVGO) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 4, Broadcom Inc.

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March 6 - News

ASML Holding (ASML) Plans to Expand Beyond Their Core EUV Lithography

ASML Holding N.V. (NASDAQ:ASML) is one of the Best IT Stocks to Buy According to Wall Street Analysts.

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March 6 - News

Advanced Micro Devices (AMD) Down 16% Since FQ4 2025 Earnings, Here’s Why

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best IT Stocks to Buy According to Wall Street Analysts. Advanced Micro Devices, Inc.

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March 6 - News

Phillip Securities Maintains a Buy on Salesforce (CRM)

Salesforce, Inc. (NYSE:CRM) is one of the Best IT Stocks to Buy According to Wall Street Analysts.

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March 6 - News

Uber Technologies (UBER) Highlights Growth and Innovation at a Recent Confernce

Uber Technologies, Inc. (NYSE:UBER) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 2, Uber Technologies, Inc.

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March 6 - News

Accenture (ACN) To Accquire OoKla, the Company Behind Popular Speedtest Tool

Accenture plc (NYSE:ACN) is one of the Best IT Stocks to Buy According to Wall Street Analysts.

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March 6 - News

BofA Raises PT on Arm Holdings plc (ARM), Keeps a Hold Rating

Arm Holdings plc (NASDAQ:ARM) is one of the Best IT Stocks to Buy According to Wall Street Analysts.

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March 6 - News

Palo Alto Networks (PAWN) Announces Expanded Security Ecosystem for AI factories

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 2, Palo Alto Networks, Inc.

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March 6 - News

Eli Lilly (LLY) Edged Higher as Multiple Tailwinds Aligned

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

Microsoft’s (MSFT) Core Strengths Positioned to Turn AI Adoption into Long-Term Revenue Growth

Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”.

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March 6 - Hedge Fund Investor Letters, News

Teads Holding Co. (NASDAQ:TEAD) Q4 2025 Earnings Call Transcript

Operator: Good day. Welcome to Teads Holding Co.'s fourth quarter and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode.

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March 6 - News, Transcripts

Ituran Location and Control Ltd. (NASDAQ:ITRN) Q4 2025 Earnings Call Transcript

Ituran Location and Control Ltd. (NASDAQ:ITRN) Q4 2025 Earnings Call Transcript March 5, 2026Ituran Location and Control Ltd. beats earnings expectations.

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March 6 - News, Transcripts

Global Ship Lease, Inc. (NYSE:GSL) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today.

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March 6 - News, Transcripts

Invivyd, Inc. (NASDAQ:IVVD) Q4 2025 Earnings Call Transcript

Invivyd, Inc. (NASDAQ:IVVD) Q4 2025 Earnings Call Transcript March 5, 2026Invivyd, Inc. misses on earnings expectations.

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March 6 - News, Transcripts

JD.com, Inc. (NASDAQ:JD) Q4 2025 Earnings Call Transcript

Operator: Hello, and thank you for standing by for JD.com's Fourth Quarter and Full Year 2025 Earnings Conference Call.

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March 6 - News, Transcripts

Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) Q4 2025 Earnings Call Transcript

Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) Q4 2025 Earnings Call Transcript March 5, 2026Lexicon Pharmaceuticals, Inc. beats earnings expectations.

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March 6 - News, Transcripts

Kura Oncology, Inc. (NASDAQ:KURA) Q4 2025 Earnings Call Transcript

Kura Oncology, Inc. (NASDAQ:KURA) Q4 2025 Earnings Call Transcript March 5, 2026Kura Oncology, Inc. misses on earnings expectations.

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March 6 - News, Transcripts

Ambiq Micro, Inc. (NYSE:AMBQ) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Ambiq Micro, Inc. Fourth Quarter and Full Year 2025 Earnings Conference Call. As a reminder, this conference call is being recorded.

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March 6 - News, Transcripts

Olaplex Holdings, Inc. (NASDAQ:OLPX) Q4 2025 Earnings Call Transcript

Olaplex Holdings, Inc. (NASDAQ:OLPX) Q4 2025 Earnings Call Transcript March 5, 2026Olaplex Holdings, Inc. misses on earnings expectations.

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March 6 - News, Transcripts

Altimmune, Inc. (NASDAQ:ALT) Q4 2025 Earnings Call Transcript

Altimmune, Inc. (NASDAQ:ALT) Q4 2025 Earnings Call Transcript March 5, 2026Altimmune, Inc. misses on earnings expectations.

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March 6 - News, Transcripts

John Wiley & Sons, Inc. (NYSE:WLY) Q3 2026 Earnings Call Transcript

Operator: Good morning, and welcome to John Wiley & Sons, Inc.'s third quarter fiscal 2026 earnings call. As a reminder, this conference is being recorded.

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March 6 - News, Transcripts

Ciena Corporation (NYSE:CIEN) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to Ciena Corporation's fiscal first quarter 2026 financial results conference call. All participants will be in listen-only mode.

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March 6 - News, Transcripts

Acorn Energy, Inc. (NASDAQ:ACFN) Q4 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to Acorn Energy's Fourth Quarter and Full Year 2025 Conference Call.

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March 6 - News, Transcripts

The Toro Company (NYSE:TTC) Q1 2026 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to The Toro Company's first quarter earnings conference call.

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March 6 - News, Transcripts

Tuniu Corporation (NASDAQ:TOUR) Q4 2025 Earnings Call Transcript

Mary Chen: Thank you, Betsy, and welcome to our 2025 fourth quarter and full year earnings conference call.

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March 6 - News, Transcripts

Gaotu Techedu Inc. (NYSE:GOTU) Q4 2025 Earnings Call Transcript

Gaotu Techedu Inc. (NYSE:GOTU) Q4 2025 Earnings Call Transcript March 5, 2026Gaotu Techedu Inc. beats earnings expectations.

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March 6 - News, Transcripts

Palladyne AI Corp. (NASDAQ:PDYN) Q4 2025 Earnings Call Transcript

Palladyne AI Corp. (NASDAQ:PDYN) Q4 2025 Earnings Call Transcript March 5, 2026Palladyne AI Corp. misses on earnings expectations.

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March 6 - News, Transcripts

Distribution Solutions Group, Inc. (NASDAQ:DSGR) Q4 2025 Earnings Call Transcript

Distribution Solutions Group, Inc. (NASDAQ:DSGR) Q4 2025 Earnings Call Transcript March 5, 2026Distribution Solutions Group, Inc. misses on earnings expectations.

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March 6 - News, Transcripts

The Kroger Co. (NYSE:KR) Q4 2026 Earnings Call Transcript

Operator: Good morning, and welcome to The Kroger Co. Fourth Quarter Earnings Conference Call. My name is Alex. I'll be coordinating today's call.

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March 6 - News, Transcripts

MediWound Ltd. (NASDAQ:MDWD) Q4 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to MediWound Ltd.'s Fourth Quarter and Full Year 2025 Earnings Call. Today's conference call is being recorded.

Keep Reading →

March 6 - News, Transcripts

Victoria’s Secret & Co. (NYSE:VSCO) Q4 2025 Earnings Call Transcript

Victoria's Secret & Co. (NYSE:VSCO) Q4 2025 Earnings Call Transcript March 5, 2026Victoria's Secret & Co. beats earnings expectations.

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March 6 - News, Transcripts

Ranger Energy Services, Inc. (NYSE:RNGR) Q4 2025 Earnings Call Transcript

Ranger Energy Services, Inc. (NYSE:RNGR) Q4 2025 Earnings Call Transcript March 5, 2026Ranger Energy Services, Inc. misses on earnings expectations.

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March 6 - News, Transcripts

FTC Solar, Inc. (NASDAQ:FTCI) Q4 2025 Earnings Call Transcript

FTC Solar, Inc. (NASDAQ:FTCI) Q4 2025 Earnings Call Transcript March 5, 2026FTC Solar, Inc. misses on earnings expectations.

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March 6 - News, Transcripts

Ranpak Holdings Corp. (NYSE:PACK) Q4 2025 Earnings Call Transcript

Ranpak Holdings Corp. (NYSE:PACK) Q4 2025 Earnings Call Transcript March 5, 2026Ranpak Holdings Corp. misses on earnings expectations.

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March 6 - News, Transcripts

Brilliant Earth Group, Inc. (NASDAQ:BRLT) Q4 2025 Earnings Call Transcript

Brilliant Earth Group, Inc. (NASDAQ:BRLT) Q4 2025 Earnings Call Transcript March 5, 2026Brilliant Earth Group, Inc. beats earnings expectations.

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March 6 - News, Transcripts

CorMedix Inc. (NASDAQ:CRMD) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the CorMedix Inc. Fourth Quarter and Full Year 2025 Earnings and Corporate Update Conference Call.

Keep Reading →

March 6 - News, Transcripts

Stratasys Ltd. (NASDAQ:SSYS) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to today's conference call to discuss Stratasys Ltd.'s fourth quarter and full year 2025 financial results.

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March 6 - News, Transcripts

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