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Insider Monkey Blog

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

Microsoft Corporation (MSFT) and Codelco Announce Signing of AI Deal for Mining Operations, Reuters Reports

Reuters announced on March 5 that Microsoft Corporation (NASDAQ:MSFT) and Codelco announced the signing of a ​memorandum of understanding for the evaluation of joint initiatives...

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March 10 - News

Alphabet Inc. (GOOG) Announced Expanded Partnership Between Waystar and Google Cloud

Alphabet Inc.

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March 10 - News

NVIDIA Corporation (NVDA) Adopts New Variable Compensation ​Plan for Fiscal 2027 Setting Target Cash Bonus of $4 Million for CEO Huang, Reuters Reports

Reuters reported on March 6 the adoption of a new variable compensation plan for fiscal 2027 by NVIDIA Corporation (NASDAQ:NVDA), setting a target cash bonus of $4 million for...

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March 10 - News

Meta Platforms, Inc. (META) Says AI Rivals Will be Allowed on Whatsapp For a Year, Reuters Reports

Reuters reported on March 5 that according to Meta Platforms, Inc.

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March 10 - News

BofA Cuts PT on Netflix, Inc. (NFLX) to $125 From $149 – Here’s Why

BofA cut the price target on Netflix, Inc. (NASDAQ:NFLX) to $125 from $149 on March 6, reiterating a Buy rating on the shares.

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March 10 - News

Eli Lilly and Company (LLY) Set to Launch Oral Obesity Drug in Q2, Reuters Reports

Reuters reported on March 2 that Eli Lilly and Company (NYSE:LLY) CFO ‌Lucas Montarce stated that the company is making preparations to launch its new oral obesity drug, orforglipron...

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March 10 - News

Tesla, Inc. (TSLA) UK Car Sales Fall 37% Amid Heightening Chinese Competition, Reuters Reports

On March 5, Reuters reported that Tesla, Inc.’s (NASDAQ:TSLA) UK sales dropped 37% in February compared to the prior year, according to data from the Society of Motor Manufacturers...

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March 10 - News

Erste Group Initiated Applied Materials, Inc. (AMAT) With a Hold Rating – Here’s Why

Applied Materials, Inc. (NASDAQ:AMAT) was initiated with a Hold rating by Erste Group on March 5.

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March 10 - News

Telsey Advisory Lifts PT on Costco Wholesale Corporation (COST) to $1,125 From $1,100 – Here’s Why

Telsey Advisory lifted the price target on Costco Wholesale Corporation (NASDAQ:COST) to $1,125 from $1,100 on March 6, reiterating an Outperform rating on the shares and telling...

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March 10 - News

Johnson & Johnson (JNJ) Units to Pay $65 Million in Tracleer Antitrust Class Action Settlement, Reuters Reports

Reuters reported on March 5 that two Johnson & Johnson (NYSE:JNJ) units have agreed to pay $65 million for the settlement of a proposed antitrust class action by health plans ...

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March 10 - News

BofA Lifts PT on ASML Holding N.V. (ASML) to $1,886 from $1,868 – Here’s Why

On March 5, BofA lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to $1,886 from $1,868 while maintaining a Buy rating on the shares.

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March 10 - News

Oppenheimer Raises PT on Caterpillar Inc. (CAT) to $817 From $729 – Here’s Why

Oppenheimer lifted the price target on Caterpillar Inc. (NYSE:CAT) to $817 from $729 on March 6, maintaining an Outperform rating on the shares.

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March 10 - News

Citi Cuts PT on CrowdStrike Holdings, Inc. (CRWD) to $525 From $610 – Here’s Why

Citi cut the price target on CrowdStrike Holdings, Inc.

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March 10 - News

10 Best Renewable Energy Stocks to Buy Now

The renewable energy industry has moved from steady expansion to mass deployment over the past decade, with solar and wind now driving most new power-sector growth worldwide.

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March 10 - Hedge Funds, News

Why Strategy Inc (MSTR) is One of the Best Stocks That Will Make You Rich in 10 Years

Clear Street cut the price target on Strategy Inc (NASDAQ:MSTR) to $198 from $268 on March 4, maintaining a Buy rating on the shares and attributing the target cut to “persistently...

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March 10 - News

BofA Adds Visa Inc. (V) to Its “US 1 List”

On March 5, BofA added Visa Inc. (NYSE:V) to its “US 1 List”, which is the firm’s list of best investment ideas drawn from the universe of Buy-rated, U.S.-listed stocks.

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March 10 - News

BofA Reinstates Coverage of Mastercard Incorporated (MA) With a Buy Rating

In a separate development, Mastercard Incorporated (NYSE:MA) announced on March 4 the completion of a pilot delivering its first authenticated agentic transactions in Malaysia...

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March 10 - News

10 Best Large Cap Growth Stocks to Buy

Amid this uncertainty, investors are eager to update their expectations in light of these risks as market volatility continues to grow.

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March 10 - Hedge Funds, News

Eli Lilly and Company (LLY) Announces the Launch of its Employer Connect Platform

Eli Lilly and Company (NYSE:LLY) announced on March 5 the launch of its Employer Connect platform, introducing new options to help in closing the access gap in U.S.

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March 10 - News

BofA Calls Open AI News a Positive for Walmart Inc. (WMT)

The Information reported on March 4 that OpenAI is scaling back its plan aimed at introducing direct shopping inside ChatGPT.

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March 10 - News

Thermo Fisher Scientific Inc. (TMO) Announces the Opening of Cryo-Electron Microscopy Drug Discovery Center in South San Francisco

Thermo Fisher Scientific Inc.

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March 10 - News

Intuitive Surgical, Inc. (ISRG) Announces the Completion of its Acquisition of the da Vinci and Ion Distribution Business

Intuitive Surgical, Inc.

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March 10 - News

Truist Lifts PT on Costco Wholesale Corporation (COST) to $977 From $926 – Here’s Why

On March 6, Truist lifted the price target on Costco Wholesale Corporation (NASDAQ:COST) to $977 from $926, reiterating a Hold rating on the shares and telling investors that ...

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March 10 - News

BofA Lifts PT on Union Pacific Corporation (UNP) to $297 from $266

On March 4, BofA adjusted the price target on Union Pacific Corporation (NYSE:UNP) to $297 from $266, reiterating a Buy rating on the shares and telling investors that it is updating...

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March 10 - News

Johnson & Johnson (JNJ) Announces the FDA Approval of TECVAYLI® plus DARZALEX FASPRO®

Johnson & Johnson (NYSE:JNJ) announced on March 5 that the U.S.

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March 10 - News

Tigress Financial Lifts PT on McDonald’s Corporation (MCD) to $385 From $360 – Here’s Why

Tigress Financial lifted the price target on McDonald’s Corporation (NYSE:MCD) to $385 from $360 on March 6.

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March 10 - News

Why The Procter & Gamble Company (PG) is One of the Best Stocks That Will Always Grow

Wells Fargo lifted the price target on The Procter & Gamble Company (NYSE:PG) to $177 from $165 on February 17, reiterating an Overweight rating on the shares and stating that...

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March 10 - News

BofA Lifts PT on The TJX Companies, Inc. (TJX) to $175 From $168 – Here’s Why

BofA lifted the price target on The TJX Companies, Inc. (NYSE:TJX) to $175 from $168 on February 26, reiterating a Buy rating on the shares.

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March 10 - News

RBC Capital Keeps a Sector Perform Rating on Fastly, Inc. (FSLY)

On March 2, RBC Capital boosted Fastly, Inc. (NASDAQ:FSLY)’s price objective to $20 from $12 while maintaining a Sector Perform rating.

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March 10 - News

Applied Optoelectronics, Inc. (AAOI) Posts Fourth Quarter and Full Year 2025 Results

On February 26, Applied Optoelectronics, Inc.

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March 10 - News

AXT, Inc. (AXTI) Reports Fourth Quarter and Fiscal Year 2025 Financial Results

On February 19, AXT, Inc.

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March 10 - News

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