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Insider Monkey Blog

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

TD Cowen Raises Warner Bros. Discovery, Inc. (WBD) Price Target to $26

On February 27, Warner Bros. Discovery, Inc.

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March 10 - News

UBS Raises Kenvue Inc. (KVUE) Price Target to $19 After Strong Q4 Results

On February 18, UBS raised the firm’s price target on Kenvue Inc.

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March 10 - News

Morgan Stanley Raises Nu Holdings Ltd. (NU) Price Target to $21

On March 2, Morgan Stanley analyst Jorge Kuri raised the firm’s price target on Nu Holdings Ltd.

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March 10 - News

MARA Holdings, Inc. (MARA) Target Lowered to $9 at Clear Street Amid Mining Challenges

On March 4, Clear Street lowered the firm’s price target on MARA Holdings, Inc. (NASDAQ:MARA) to $9 from $16 while maintaining a Hold rating.

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March 10 - News

Needham Lowers Archer Aviation Inc. (ACHR) Price Target to $9

On March 3, Needham & Company lowered the firm’s price target on Archer Aviation Inc.

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March 10 - News

B2Gold Corp. (BTG) Names Mike Cinnamond as Incoming CEO

On February 23, B2Gold Corp.

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March 10 - News

Denison Mines Corp. (DNN) Price Target Raised to C$7 at Desjardins

On February 27, Desjardins analyst Bryce Adams raised the firm’s price target on Denison Mines Corp.

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March 10 - News

Cantor Fitzgerald Lowers BigBear.ai Holdings, Inc. (BBAI) Price Target to $5

On March 3, Cantor Fitzgerald lowered the firm’s price target on BigBear.ai Holdings, Inc.

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March 10 - News

BMO Lowers Plug Power Inc. (PLUG) Price Target to $1

On March 3, BMO Capital Markets lowered the firm’s price target on Plug Power Inc.

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March 10 - News

Mobix Labs, Inc. (MOBX) Wins Defense Contract for Tomahawk Missile Components

On March 3, Mobix Labs, Inc. (NASDAQ:MOBX) announced that it had received a significant production purchase order for components used in the U.S.

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March 10 - News

Hyperscale Data, Inc. (GPUS) Plans Strategic Silver Reserve Program

On February 18, Hyperscale Data, Inc.

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March 10 - News

Strong Results Lifted Kaiser Aluminum Corporation (KALU) in Q4

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

UMB Financial Corporation (UMBF) Established an Excellent Financial Stewardship

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

Third Avenue Small-Cap Value Fund’s Q4 2025 Investor Letter

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." In the quarter...

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March 10 - Hedge Fund Investor Letters, News

Amprius Technologies (AMPX) Reports Earnings & Sees Analyst Coverage

Investment firm B. Riley raised Amprius Technologies Inc. (NYSE:AMPX)’s share price target to $22 from $16 and kept a Buy rating on the shares on March 9th.

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March 10 - News

Energizer (ENR) Under Focus Of Analysts After Earnings Report

Banking giant Morgan Stanley raised battery firm Energizer Holdings, Inc. (NYSE:ENR)’s share price target on February 9th.

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March 10 - News

QuantumScape (QS)’s Pilot Product Draws Analyst Attention

Evercore ISI discussed solid-state battery firm QuantumScape Corporation (NASDAQ:QS)’s shares in late February.

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March 10 - News

Electrovaya (ELVA)’s Shareholder Meeting Sees Key Resolution Approvals

At its latest shareholder meeting, Electrovaya Inc. (NASDAQ:ELVA)’s shareholders approved all six directors named by management in an information circular.

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March 10 - News

Stem, Inc. (STEM) Narrows Net Loss In Latest Earnings

Stem, Inc. (NYSE:STEM) reported its fourth quarter earnings on March 4th.

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March 10 - News

Here’s What Propelled Warrior Met Coal (HCC) Shares in Q4

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Value Fund” fourth-quarter 2025 investor letter.

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March 10 - Hedge Fund Investor Letters, News

Eos Energy (EOS) Price Target Cut Following Earnings

We recently published 9 Best Battery Stocks to Buy Before They Explode. Eos Energy Enterprises, Inc.

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March 10 - News

ESS Tech (GWH) Draws Analyst Attention Following Earnings

ESS Tech, Inc. (NYSE:GWH)’s share price target was cut to $2.5 from $3.5 by Roth Capital on March 6th.

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March 10 - News

Enovix Corp (ENVX) Comes Under The Focus Of Analysts

Enovix Corporation (NASDAQ:ENVX)’s price target was cut by Craig-Hallum on February 26th.

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March 10 - News

Flux Power (FLUX) Expands Battery Portfolio For Ground Support

Flux Power Holdings, Inc. (NASDAQ:FLUX) reported its earnings for the second quarter of 2026 on February 12th.

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March 10 - News

Third Avenue Value Fund’s Q4 2025 Investor Letter

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Value Fund” fourth-quarter 2025 investor letter.

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March 10 - Hedge Fund Investor Letters, News

Here’s Why Manhattan Associates (MANH) Traded Lower in Q4

iMGP Global Partner, an investment management company, released its fourth quarter 2025 investor letter for the "iMGP Small Company Fund”.

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March 10 - Hedge Fund Investor Letters, News

Amkor Technology (AMKR) Rose on AI Centered Re-Rating

iMGP Global Partner, an investment management company, released its fourth quarter 2025 investor letter for the "iMGP Small Company Fund”.

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March 10 - Hedge Fund Investor Letters, News

Antimony Corporation (UAMY) Benefited from the Export Restrictions

iMGP Global Partner, an investment management company, released its fourth quarter 2025 investor letter for the "iMGP Small Company Fund”.

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March 10 - Hedge Fund Investor Letters, News

Korn Ferry (NYSE:KFY) Q3 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the Korn Ferry Third Quarter Fiscal Year 2026 Conference Call.

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March 10 - News, Transcripts

FuelCell Energy, Inc. (NASDAQ:FCEL) Q1 2026 Earnings Call Transcript

FuelCell Energy, Inc. (NASDAQ:FCEL) Q1 2026 Earnings Call Transcript March 9, 2026FuelCell Energy, Inc. beats earnings expectations.

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March 10 - News, Transcripts

Eltek Ltd. (NASDAQ:ELTK) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Eltek LTB 2025 Annual and Fourth Quarter Financial Results Conference Call.

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March 10 - News, Transcripts

Global Business Travel Group, Inc. (NYSE:GBTG) Q4 2025 Earnings Call Transcript

Global Business Travel Group, Inc. (NYSE:GBTG) Q4 2025 Earnings Call Transcript March 9, 2026Global Business Travel Group, Inc. beats earnings expectations.

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March 10 - News, Transcripts

Heritage Insurance Holdings, Inc. (NYSE:HRTG) Q4 2025 Earnings Call Transcript

Heritage Insurance Holdings, Inc. (NYSE:HRTG) Q4 2025 Earnings Call Transcript March 9, 2026Heritage Insurance Holdings, Inc. beats earnings expectations.

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March 10 - News, Transcripts

Investors’ Confidence Boosted Perimeter Solutions (PRM) in Q4

iMGP Global Partner, an investment management company, released its fourth quarter 2025 investor letter for the "iMGP Small Company Fund”.

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March 10 - Hedge Fund Investor Letters, News

Here is Why CRISPR Therapeutics (CRSP) Appears so Good

The firm updated its estimates for CRISPR Therapeutics AG (NASDAQ:CRSP) and evaluated additional pipeline advancements after its partner Vertex Pharmaceuticals (VRTX) disclosed...

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March 10 - News

Wedbush Raises Price Target on Apogee Therapeutics (APGE)

On March 3, Wedbush increased its price target on Apogee Therapeutics Inc. (NASDAQ:APGE) from $90 to $95.

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March 10 - News

Wedbush Reaffirms Outperform Rating for Tango Therapeutics (TNGX)

On March 6, Wedbush increased the firm’s price target on Tango Therapeutics Inc.

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March 10 - News

Is Viking Therapeutics (VKTX) One of the Shorted Biotech Stocks to Invest in

On February 12, Michael Ulz from Morgan Stanley reduced his price target on Viking Therapeutics Inc. (NASDAQ:VKTX) from $102 to $99.

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March 10 - News

BRIUMVI Momentum Leads to Strong Execution for TG Therapeutics (TGTX)

On February 26, TG Therapeutics Inc. (NASDAQ:TGTX) reported Q4 revenue of $192.6 million compared with consensus estimates of $193.3 million.

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March 10 - News

Piper Sandler Increases Target Price for Travere Therapeutics (TVTX)

On February 19, Travere Therapeutics Inc. (NASDAQ:TVTX) released the fourth quarter earnings report. The company registered U.S.

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March 10 - News

Guggenheim Reiterates Buy Rating for Dianthus Therapeutics (DNTH)

On March 4, Guggenheim increased the price target on Dianthus Therapeutics Inc. (NASDAQ:DNTH) to $200 from $100.

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March 10 - News

BioCryst Pharma (BCRX) Subject to Prise Target Raise by Wedbush

On March 2, Wedbush analyst Laura Chico increased the firm’s price target on BioCryst Pharmaceuticals Inc. (NASDAQ:BCRX) to $22 from $21.

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March 10 - News

Here is Why JPMorgan is Overweight on Apellis Pharma (APLS)

On March 5, Anupam Rama from JPMorgan increased the price target on Apellis Pharmaceuticals Inc. (NASDAQ:APLS) from $36 to $37.

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March 10 - News

What Makes Madrigal Pharma (MDGL) One of the Shorted Biotech Stocks to Buy

On February 20, Bank of America Securities lowered the price target on Madrigal Pharmaceuticals Inc. (NASDAQ:MDGL) from $570 to $529, resulting in upside potential above 22%.

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March 10 - News

Amazon.com, Inc.’s (AMZN) AWS Announces Launch of AI-Enabled Platform for Automation of Healthcare Administrative Tasks, Reuters Reports

Reuters reported on March 5 that Amazon.com, Inc.’s (NASDAQ:AMZN) cloud unit, AWS, announced the launch of an AI-enabled platform, Amazon Connect Health, aimed at streamlining...

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March 10 - News

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