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Insider Monkey Blog

Jim Cramer on IQVIA: “I Like the Business Very Much, I Just Don’t Know Whether This Is the Right Stock to Play It”

Finally, the ninth-worst performing stock in the S&P 500 was IQVIA, down 22.3%. Now, this is a CRO, a contract research organization.

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March 4 - News

Jim Cramer on Fox Corporation: “I Think That’s Pretty Cheap, Too Cheap”

Fox Corporation (NASDAQ:FOX) is one of the S&P 500 stocks that Jim Cramer shared his take on.

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March 4 - News

Jim Cramer on Robinhood: “They Own the Future”

Then there are the rest of the losers, and some are intriguing.

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March 4 - News

Jim Cramer Explains Why Ares Management, KKR and Apollo “Traded in Lockstep”

How about the other group of big losers this month? Oh boy, the private equity firms with lots of private credit exposure.

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March 4 - News

Jim Cramer on Workday: “An Old Favorite, But Not Anymore”

The fifth-worst performer in February was Workday, an old favorite, but not anymore. It was down 23.8%.

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March 4 - News

Jim Cramer on Gartner: “In a World Where AI Platforms Are Ubiquitous, Wall Street Figures Their Specific Expertise Is Less Valuable”

Gartner, Inc. (NYSE:IT) is one of the S&P 500 stocks that Jim Cramer shared his take on.

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March 4 - News

Jim Cramer on CoStar Group: “Another Victim of AI That I Am Very Concerned About”

The second biggest loser in February was another victim of AI that I am very concerned about. It’s called CoStar Group, and that was down 27.4%.

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March 4 - News

Jim Cramer on EPAM: “Things Got Worse for EPAM Specifically When the Company Reported Mid-February”

Let’s talk losers. The S&P’s worst performer for February was EPAM Systems, down 32.4%.

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March 4 - News

Jim Cramer on Howmet: “This Thing Has No Quit In It”

Howmet Aerospace Inc. (NYSE:HWM) is one of the S&P 500 stocks that Jim Cramer shared his take on.

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March 4 - News

What Makes Oshkosh Corporation (OSK) an Attractive Opportunity?

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can...

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March 4 - Hedge Fund Investor Letters, News

Generac Holdings (GNRC) was Hurt by Lower Demand for Its HSB Generators

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can...

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March 4 - Hedge Fund Investor Letters, News

Does Live Oak Bancshares (LOB) Have a Long Runway for Growth?

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can...

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March 4 - Hedge Fund Investor Letters, News

Extreme Networks (EXTR) has a More Straightforward Approach Compared to Peers

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can...

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March 4 - Hedge Fund Investor Letters, News

SouthernSun Sold TREX Company (TREX) for More Attractive Opportunities

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can...

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March 4 - Hedge Fund Investor Letters, News

What Offers Api Group Corp. (APG) a Long Runway for Double-Digit EPS Growth?

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can...

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March 4 - Hedge Fund Investor Letters, News

SouthernSun SMID Cap Strategy’s Q4 2025 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” fourth-quarter 2025 investor letter.

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March 4 - Hedge Fund Investor Letters, News

Sea Limited (NYSE:SE) Q4 2025 Earnings Call Transcript

Operator: Good morning, and good evening to all, and welcome to the Sea Limited Fourth Quarter and Full Year 2025 Results Conference Call.

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March 4 - News, Transcripts

Best Buy Co., Inc. (NYSE:BBY) Q4 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, welcome to Best Buy Co., Inc.'s Fourth Quarter Fiscal 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.

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March 4 - News, Transcripts

Netlist, Inc. (OTC:NLST) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Netlist Fourth Quarter 2025 Earnings Conference Call and webcast. [Operator Instructions] Please note, this event is being recorded.

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March 4 - News, Transcripts

L.B. Foster Company (NASDAQ:FSTR) Q4 2025 Earnings Call Transcript

L.B. Foster Company (NASDAQ:FSTR) Q4 2025 Earnings Call Transcript March 3, 2026L.B. Foster Company misses on earnings expectations.

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March 4 - News, Transcripts

Sportradar Group AG (NASDAQ:SRAD) Q4 2025 Earnings Call Transcript

Sportradar Group AG (NASDAQ:SRAD) Q4 2025 Earnings Call Transcript March 3, 2026Sportradar Group AG misses on earnings expectations.

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March 4 - News, Transcripts

Scholar Rock Holding Corporation (NASDAQ:SRRK) Q4 2025 Earnings Call Transcript

Scholar Rock Holding Corporation (NASDAQ:SRRK) Q4 2025 Earnings Call Transcript March 3, 2026Scholar Rock Holding Corporation beats earnings expectations.

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March 4 - News, Transcripts

Viking Holdings Ltd (NYSE:VIK) Q4 2025 Earnings Call Transcript

Operator: Good morning. My name is Paul, and I will be your conference operator today.

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March 4 - News, Transcripts

Kontoor Brands, Inc. (NYSE:KTB) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to Kontoor Brands, Inc. Q4 2025 earnings call. At this time, all participants are in a listen-only mode.

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March 4 - News, Transcripts

SOPHiA GENETICS S.A. (NASDAQ:SOPH) Q4 2025 Earnings Call Transcript

SOPHiA GENETICS S.A. (NASDAQ:SOPH) Q4 2025 Earnings Call Transcript March 3, 2026SOPHiA GENETICS S.A. misses on earnings expectations.

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March 4 - News, Transcripts

BW LPG Limited (NYSE:BWLP) Q4 2025 Earnings Call Transcript

Aline Anliker: A warm welcome to BW LPG Limited's Q4 2025 earnings presentation. My name is Aline Anliker, and I am the Head of Corporate Communications at BW LPG Limited.

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March 4 - News, Transcripts

EVgo, Inc. (NASDAQ:EVGO) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by. My name is Jill, and I will be your conference operator today. At this time, I would like to welcome everyone to the EVgo, Inc.

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March 4 - News, Transcripts

Advantage Solutions Inc. (NASDAQ:ADV) Q4 2025 Earnings Call Transcript

Advantage Solutions Inc. (NASDAQ:ADV) Q4 2025 Earnings Call Transcript March 3, 2026Advantage Solutions Inc. misses on earnings expectations.

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March 4 - News, Transcripts

On Holding AG (NYSE:ONON) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the On Holding AG Fourth Quarter and Full Year 2025 Results Conference Call.

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March 4 - News, Transcripts

Versant Media Group, Inc. Class A (NASDAQ:VSNT) Q4 2025 Earnings Call Transcript

Versant Media Group, Inc. Class A (NASDAQ:VSNT) Q4 2025 Earnings Call Transcript March 3, 2026Versant Media Group, Inc. Class A misses on earnings expectations.

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March 4 - News, Transcripts

908 Devices Inc. (NASDAQ:MASS) Q4 2025 Earnings Call Transcript

Operator: Hello, everyone. Thank you for joining us, and welcome to the 908 Devices Inc. Fourth Quarter 2025 Financial Results Conference Call.

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March 4 - News, Transcripts

Civeo Corporation (NYSE:CVEO) Q4 2025 Earnings Call Transcript

Civeo Corporation (NYSE:CVEO) Q4 2025 Earnings Call Transcript March 3, 2026Civeo Corporation misses on earnings expectations.

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March 4 - News, Transcripts

AutoZone, Inc. (NYSE:AZO) Q2 2026 Earnings Call Transcript

Operator: Greetings, and welcome to AutoZone, Inc.'s second quarter 2026 earnings release conference call.

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March 4 - News, Transcripts

Paysafe Limited (NYSE:PSFE) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Paysafe Limited fourth quarter 2025 earnings conference call and webcast. At this time, participants are in a listen-only mode.

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March 4 - News, Transcripts

Strata Critical Medical, Inc. (NASDAQ:SRTA) Q4 2025 Earnings Call Transcript

Strata Critical Medical, Inc. (NASDAQ:SRTA) Q4 2025 Earnings Call Transcript March 3, 2026Strata Critical Medical, Inc. reports earnings inline with expectations.

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March 4 - News, Transcripts

Oxford Square Capital Corp. (NASDAQ:OXSQ) Q4 2025 Earnings Call Transcript

Oxford Square Capital Corp. (NASDAQ:OXSQ) Q4 2025 Earnings Call Transcript March 3, 2026Oxford Square Capital Corp. reports earnings inline with expectations.

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March 4 - News, Transcripts

Upland Software, Inc. (NASDAQ:UPLD) Q4 2025 Earnings Call Transcript

Upland Software, Inc. (NASDAQ:UPLD) Q4 2025 Earnings Call Transcript March 3, 2026Upland Software, Inc. misses on earnings expectations.

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March 4 - News, Transcripts

Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) Q4 2025 Earnings Call Transcript

Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) Q4 2025 Earnings Call Transcript March 3, 2026Amylyx Pharmaceuticals, Inc. beats earnings expectations.

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March 4 - News, Transcripts

Senseonics Holdings, Inc. (NASDAQ:SENS) Q4 2025 Earnings Call Transcript

Senseonics Holdings, Inc. (NASDAQ:SENS) Q4 2025 Earnings Call Transcript March 2, 2026Senseonics Holdings, Inc. misses on earnings expectations.

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March 4 - News, Transcripts

Ameresco, Inc. (NYSE:AMRC) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen, and thank you for standing by. My name is Kelvin, and I will be your conference operator today.

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March 4 - News, Transcripts

Unexpected Surge in Health Costs Impacted UnitedHealth (UNH) in Q4

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

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March 4 - Hedge Fund Investor Letters, News

Nuvation Bio Inc. (NYSE:NUVB) Q4 2025 Earnings Call Transcript

Operator: Hello, and welcome to Nuvation Bio's Fourth Quarter and Full Year 2020 Financial Results and Corporate Update Call.

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March 4 - News, Transcripts

Riot Platforms, Inc. (NASDAQ:RIOT) Q4 2025 Earnings Call Transcript

Riot Platforms, Inc. (NASDAQ:RIOT) Q4 2025 Earnings Call Transcript March 2, 2026Riot Platforms, Inc. misses on earnings expectations.

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March 4 - News, Transcripts

Great Elm Capital Corp. (NASDAQ:GECC) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Great Elm Capital Corp. Fourth Quarter and Full Year 2025 Financial Results Conference Call.

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March 4 - News, Transcripts

Vitesse Energy, Inc. (NYSE:VTS) Q4 2025 Earnings Call Transcript

Operator: Greetings and welcome to the Vitesse Energy, Inc. Fourth Quarter and Full Year 2025 Earnings Call. At this time, all participants are on a listen-only mode.

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March 4 - News, Transcripts

Ouster, Inc. (NASDAQ:OUST) Q4 2025 Earnings Call Transcript

Operator: Hello. Welcome to Ouster's Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions].

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March 4 - News, Transcripts

Agora, Inc. (NASDAQ:API) Q4 2025 Earnings Call Transcript

Operator: Good day and thank you for standing by. Welcome to Agora, Inc. Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call.

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March 4 - News, Transcripts

OFS Capital Corporation (NASDAQ:OFS) Q4 2025 Earnings Call Transcript

Operator: Good day. And welcome to the OFS Capital Corporation Fourth Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.

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March 4 - News, Transcripts

Cerus Corporation (NASDAQ:CERS) Q4 2025 Earnings Call Transcript

Cerus Corporation (NASDAQ:CERS) Q4 2025 Earnings Call Transcript March 2, 2026Cerus Corporation reports earnings inline with expectations.

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March 4 - News, Transcripts

Quantum Computing, Inc. (NASDAQ:QUBT) Q4 2025 Earnings Call Transcript

Quantum Computing, Inc. (NASDAQ:QUBT) Q4 2025 Earnings Call Transcript March 2, 2026Quantum Computing, Inc. beats earnings expectations.

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March 4 - News, Transcripts

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