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Insider Monkey Blog

Baird Upgrades Union Pacific (UNP) and Raises Target, Sees Upside from Potential Rail Deal

On March 6, Baird upgraded Union Pacific Corporation (NYSE:UNP) to Outperform from Neutral. It also raised its price target to $311 from $239.

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March 10 - News

UBS Boosts Bristol-Myers Squibb (BMY) Price Target as Milvexian Data Looms

On March 6, UBS raised its price recommendation on Bristol-Myers Squibb Company (NYSE:BMY) to $70 from $65 and maintained a Buy rating on the shares.

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March 10 - News

Stryker (SYK) Expands Digital Healthcare Push with New SmartHospital Platform

On March 9, Stryker Corporation (NYSE:SYK) announced the launch of its SmartHospital Platform.

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March 10 - News

BlackRock (BLK) Price Target Reduced by Evercore ISI Following Early Review of February Flows

On March 6, Evercore ISI lowered its price recommendation on BlackRock, Inc. (NYSE:BLK) to $1,235 from $1,275. It reiterated an Outperform rating on the shares.

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March 10 - News

RBC Capital Markets Lifts Broadcom (AVGO) Price Target, Points to Bullish FY27 Commentary

On March 5, RBC Capital Markets raised its price recommendation on Broadcom Inc. (NASDAQ:AVGO) to $360 from $340. The firm reiterated a Sector Perform rating on the shares.

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March 10 - News

CME Group (CME) Gets Buy Rating From Erste Group; Argus Research Moves to Hold

On March 5, Hans Engel of Erste Group upgraded CME Group Inc. (NASDAQ:CME) to Buy from Hold. A day earlier, on March 4, Argus Research downgraded CME Group to Hold from Buy.

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March 10 - News

Intercontinental Exchange (ICE) Upgraded by Deutsche Bank; Company Invests in $25B-Valued OKX

A day earlier, on March 5, Intercontinental Exchange announced a strategic partnership and investment in OKX. The platform serves more than 120 million users worldwide.

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March 10 - News

Hedge Fund and Insider Trading News: Bill Ackman, Boaz Weinstein, George Soros, ExodusPoint Capital, CF Industries Holdings Inc (CF), Snowflake Inc (SNOW), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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March 10 - Hedge Funds, Insider Trading

Jim Cramer Expressed His Thoughts on 14 Stocks: Arm, Costco, and More

Jim Cramer, the host of Mad Money, said Monday that several developments must take place before financial markets can settle back into what he described as a normal environment...

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March 10 - Hedge Funds, News

Why Morgan Stanley Cut First Solar’s (FSLR) Target as Pricing Recovery Slows

First Solar, Inc. (NASDAQ:FSLR) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

How Enphase’s (ENPH) Expanded Capital Good Fund Partnership Extends Its U.S. Microinverter Push

Enphase Energy, Inc. (NASDAQ:ENPH) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

How Nextpower (NXT) Is Positioning for Italy’s Agrivoltaics Buildout

Nextpower Inc. (NASDAQ:NXT) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

Why Evercore’s Higher Price Target Still Leaves Clearway (CWEN) Rated In-Line

Clearway Energy, Inc. (NYSE:CWEN) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

Why UBS Still Sees Long-Term Upside in Shoals (SHLS) Despite Margin Pressure

Shoals Technologies Group, Inc. (NASDAQ:SHLS) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

How IRS Guidance Could Support Array Technologies (ARRY) in 2026

Array Technologies, Inc. (NASDAQ:ARRY) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

Why Goldman Sachs Sees Sunrun (RUN) Building on Its Strong 2025 Finish

Sunrun Inc. (NASDAQ:RUN) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

How Ormat’s (ORA) Stable Base and Storage Growth Support UBS’s Bullish View

Ormat Technologies, Inc. (NYSE:ORA) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

Why Evercore Turned Cautious on XPLR Infrastructure’s (XIFR) Turnaround Path

XPLR Infrastructure, LP (NYSE:XIFR) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

Why Canadian Solar’s (CSIQ) Italy PPA Signals Recurrent Energy’s Broader Expansion Push

Canadian Solar Inc. (NASDAQ:CSIQ) is one of the 10 Best Renewable Energy Stocks to Buy Now.

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March 10 - News

Madison Square Garden Entertainment Corp. (MSGE) Rises on Strong Concert Demand and Earnings Growth

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

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March 10 - Hedge Fund Investor Letters, News

Charles River Laboratories International (CRL) Gains on Strong Results and Resilient Drug Outsourcing Demand

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 10 - Hedge Fund Investor Letters

Generac Holdings (GNRC) Falls After Earnings Miss and Lowered Guidance

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 10 - Hedge Fund Investor Letters

FactSet Research Systems (FDS) Bought by Ariel Appreciation Fund Amid AI Concerns

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 10 - Hedge Fund Investor Letters

Omnicom Group (OMC) Acquires Interpublic Group as Ariel Fund Backs Combined Advertising Giant

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 10 - Hedge Fund Investor Letters

STARTRADER Supports UAE Labor Communities with Ramadan Iftar Initiative

STARTRADER reaffirmed its commitment to giving back to society during Ramadan through an Iftar meal distribution initiative near Al Anbiya Masjid in Al Quoz 4.

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March 10 - Press Releases

Hola Prime Reinforces Its Trader-First Approach With The Zero Payout Denials Policy

Hola Prime rolled out the Zero Payout Denials Policy on 10th October 2025.

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March 10 - Press Releases

Aura Minerals Inc. (AUGO) Reports Record Gold Production Despite Q4 Earnings Miss

On February 27, Aura Minerals Inc.

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March 10 - News

SSR Mining Inc. (SSRM) Upgraded by BMO After $1.5B Çöpler Mine Sale

On March 5, BMO Capital raised SSR Mining Inc. (NASDAQ:SSRM) to Outperform from Market Perform, boosting its price target to C$41 from C$27.

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March 10 - News

William Blair Says MP Materials Corp. (MP) Key to US Rare Earth Independence

William Blair reaffirmed its Outperform rating on MP Materials Corp.

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March 10 - News

Royal Gold, Inc. (RGLD) CEO Highlights Strong Results at Raymond James Conference

On March 3, Royal Gold, Inc.

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March 10 - News

S&P Global Upgrades Hudbay Minerals Inc. (HBM) to BB- on Strong Cash Flow

On February 26, S&P Global Ratings boosted Hudbay Minerals Inc.

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March 10 - News

Nexa Resources S.A. (NEXA) Earnings Beat Estimates on Strong Zinc Prices

Nexa Resources S.A.

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March 10 - News

H.C. Wainwright Raises First Majestic Silver Corp. (AG) Price Target After Strong Quarter

On February 20, H.C. Wainwright boosted its price target for First Majestic Silver Corp.

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March 10 - News

Truist Says Lithium Demand Could Drive Albemarle Corporation (ALB) Growth

On March 4, Truist Securities reaffirmed its Buy rating on Albemarle Corporation (NYSE:ALB) and set a price target of $210.

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March 10 - News

Is Agnico Eagle Mines Limited (AEM) One of the Best Mineral Stocks to Invest In?

On March 5, Erste Group elevated Agnico Eagle Mines Limited (NYSE:AEM) to Buy from Hold, noting rising gold demand and prices as significant factors supporting the company's growth...

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March 10 - News

JPMorgan Predicts Strong Production Growth for Newmont Corporation (NEM) Through 2029

On March 4, JPMorgan began coverage of Newmont Corporation (NYSE:NEM) with an Overweight rating along with a price target of A$226, up from A$201.

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March 10 - News

Freeport-McMoRan Inc. (FCX) Upgraded to Buy as Copper Outlook Improves

On February 20, Freedom Capital Markets raised Freeport-McMoRan Inc. (NYSE:FCX) from Hold to Buy and boosted its price target to $76 from $47.

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March 10 - News

Weak Overall Sentiment on Figma, Inc. (FIG) Amid Weak Industry Momentum

Figma, Inc.'s (NYSE:FIG) shares have fallen more than 60% since its IPO in July 2025. This value is roughly twice the 30% decrease in the applications industry as a whole.

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March 10 - News

Should You Invest in Winnebago Industries (WGO)?

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for...

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March 10 - Hedge Fund Investor Letters, News

Adient plc (ADNT) Fell Due to Weaker Guidance

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for...

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March 10 - Hedge Fund Investor Letters, News

Temporary ERP Implementation Issues Weighed on Resideo Technologies (REZI) in Q4

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for...

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March 10 - Hedge Fund Investor Letters, News

Pzena Global Small Cap Focused Value Strategy Maintains Its Confidence in Advance Auto Parts (AAP)

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for...

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March 10 - Hedge Fund Investor Letters, News

Pzena Global Small Cap Focused Value Strategy’s Q4 2025 Investor Letter

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” Robust earnings and improved investor...

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March 10 - Hedge Fund Investor Letters, News

Will Spotify (SPOT) be Able to Deliver More Than 20% Annual Free Cash Flow Growth?

Polen Capital, an investment management company, released its fourth-quarter 2025 investor letter for “Polen Global Growth Strategy”.

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March 10 - Hedge Fund Investor Letters, News

Here’s Why Polen Global Growth Strategy Sold Its Stake in Willis Towers Watson Public Limited Company (WTW)

Polen Capital, an investment management company, released its fourth-quarter 2025 investor letter for “Polen Global Growth Strategy”.

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March 10 - Hedge Fund Investor Letters, News

Polen Global Growth Strategy Sold ICON plc (ICLR) Due to Short-Term Growth Challenges

Polen Capital, an investment management company, released its fourth-quarter 2025 investor letter for “Polen Global Growth Strategy”.

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March 10 - Hedge Fund Investor Letters, News

Polen Global Growth Strategy’s Q4 2025 Investor Letter

Polen Capital, an investment management company, released its fourth-quarter 2025 investor letter for “Polen Global Growth Strategy”.

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March 10 - Hedge Fund Investor Letters, News

Collegium Pharmaceutical (COLL) Surged Following Record Quarterly Results

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 10 - Hedge Fund Investor Letters, News

What Makes Flagstar Bank, National Association (FLG) a Good Investment?

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 10 - Hedge Fund Investor Letters, News

Intel Corporation (INTC) and Infosys Expand Strategic AI Infrastructure Partnership

On March 3, Intel Corporation (NASDAQ:INTC) and Infosys announced the next phase of their strategic collaboration aimed at helping enterprises transition artificial intelligence...

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March 10 - News

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