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Insider Monkey Blog

Bridgewater Bancshares, Inc. (NASDAQ:BWB) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Bridgewater Bancshares 2025 Second Quarter Earnings Call. My name is Chad, and I will be your conference operator today.

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July 29 - News, Transcripts

CVB Financial Corp. (NASDAQ:CVBF) Q2 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to the Second Quarter of 2025 CVB Financial Corporation and its subsidiary, Citizens Business Bank Earnings Conference...

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July 29 - News, Transcripts

NETSTREIT Corp. (NYSE:NTST) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the NETSTREIT Corp. Second Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

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July 29 - News, Transcripts

Plexus Corp. (NASDAQ:PLXS) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us, and welcome to the Q3 2025 Plexus Earnings Conference Call.

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July 29 - News, Transcripts

Champions Oncology, Inc. (NASDAQ:CSBR) Q4 2025 Earnings Call Transcript

Operator: Greetings. Welcome to the Champions Oncology Fourth Quarter Fiscal Year 2025 Earnings Call. [Operator Instructions] Please note this conference is being recorded.

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July 29 - News, Transcripts

Meritage Homes Corporation (NYSE:MTH) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Meritage Homes Second Quarter 2025 Analyst Call. [Operator Instructions] Please note, this conference is being recorded.

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July 29 - News, Transcripts

Empire State Realty Trust, Inc. (NYSE:ESRT) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Empire State Realty Trust Second Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

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July 29 - News, Transcripts

First Merchants Corporation (NASDAQ:FRME) Q2 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the First Merchants Corporation Second Quarter 2025 Earnings Conference Call.

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July 29 - News, Transcripts

Farmland Partners Inc. (NYSE:FPI) Q2 2025 Earnings Call Transcript

Operator: Good morning, 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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July 29 - News, Transcripts

Oxford Lane Capital Corp. (NASDAQ:OXLC) Q1 2026 Earnings Call Transcript

Oxford Lane Capital Corp. (NASDAQ:OXLC) Q1 2026 Earnings Call Transcript July 23, 2025Oxford Lane Capital Corp. misses on earnings expectations.

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July 29 - News, Transcripts

Solaris Energy Infrastructure, Inc. (NYSE:SEI) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Solaris Energy Infrastructure, Inc. Second Quarter 2025 Earnings Conference Call.

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July 29 - News, Transcripts

Southern Missouri Bancorp, Inc. (NASDAQ:SMBC) Q4 2025 Earnings Call Transcript

Operator: Hello, everyone, and thank you for joining the Southern Missouri Bancorp Earnings Conference Call. My name is [Sammy], and I'll be coordinating your call today.

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July 29 - News, Transcripts

First Internet Bancorp (NASDAQ:INBK) Q2 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to the First Internet Bancorp Earnings Conference Call for the Second Quarter of 2025.

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July 29 - News, Transcripts

Old Second Bancorp, Inc. (NASDAQ:OSBC) Q2 2025 Earnings Call Transcript

Operator: Good morning, everyone, and thank you for joining us today for Old Second Bancorp, Inc. Second Quarter 2025 Earnings Call.

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July 29 - News, Transcripts

United Rentals, Inc. (NYSE:URI) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the United Rentals Investor Conference Call. Please be advised this call is being recorded.

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July 29 - News, Transcripts

The St. Joe Company (NYSE:JOE) Q2 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to The St. Joe Company Second Quarter 2025 Earnings Conference Call.

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July 29 - News, Transcripts

ICON Public Limited Company (NASDAQ:ICLR) Q2 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by.

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July 29 - News, Transcripts

Kaiser Aluminum Corporation (NASDAQ:KALU) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Kaiser Aluminum Corporation Second Quarter 2025 Earnings Conference Call.

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July 29 - News, Transcripts

Cadence Bank (NYSE:CADE) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Cadence Bank Second Quarter 2025 Earnings Webcast and Conference Call. [Operator Instructions] Please note this event is being recorded.

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July 29 - News, Transcripts

Colony Bankcorp, Inc. (NASDAQ:CBAN) Q2 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to the Colony Bank Second Quarter 2025 Conference Call.

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July 29 - News, Transcripts

Community Health Systems, Inc. (NYSE:CYH) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Community Health Systems Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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July 29 - News, Transcripts

Travelzoo (NASDAQ:TZOO) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Travelzoo Second Quarter 2025 Earnings Call. Today's call is being recorded.

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July 29 - News, Transcripts

Brandywine Realty Trust (NYSE:BDN) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Brandywine Realty Trust's Second Quarter 2025 Earnings Call.

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July 29 - News, Transcripts

Origin Bancorp, Inc. (NYSE:OBK) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Origin Bancorp, Inc. Second Quarter Earnings Conference Call. My name is Tom, and I'll be your Evercall coordinator.

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July 29 - News, Transcripts

Bronte Capital Amalthea Fund’s Q2 2025 Investor Letter

Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2025 investor letter.

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July 29 - Hedge Fund Investor Letters, News

Curreen Capital’s Investment Thesis for Fortrea Holdings Inc (FTRE)

Investment management company Curreen Capital released its second-quarter 2025 Investor letter. A copy of the letter can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Curreen Capital’s Q2 2025 Investor Letter

Investment management company Curreen Capital released its second-quarter 2025 Investor letter. In the second quarter, Curreen Capital was up 14.07% vs.

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July 29 - Hedge Fund Investor Letters, News

Here’s Why Conestoga Capital Advisors Sold Mettler-Toledo International (MTD)

Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Here’s Why Roper Technologies (ROP) Shares Traded Down in Q2

Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

How Unilever is Restructuring with Precision, Starting with Ice Cream

Unilever PLC (NYSE:UL) is one of the best trade-war resistant stocks to buy.

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July 29 - News

Defensive by Design: How Kimberly-Clark is Weathering the Tariff Storm

Kimberly‑Clark Corporation (NASDAQ:KMB) is one of the best trade‑war resistant stocks to buy now.

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July 29 - News

Resilient Fries: Wells Fargo Sees Long-Term Upside in Lamb Weston Despite Tariff Risks

Lamb Weston Holdings, Inc. (NYSE:LW) is one of the best trade-war-resistant stocks to buy, but not without caveats.

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July 29 - News

Bank of America Stands Firm: Sysco Reaffirmed as a Strong Buy

Sysco (NYSE:SYY) is one of the best trade-war-resistant stocks to buy now.

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July 29 - News

UBS Nudges Monster Beverage Target Higher, Keeps Neutral Rating

Monster Beverage Corporation (NASDAQ:MNST) is one of the best trade-war-resistant stocks to buy now.

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July 29 - News

JPMorgan Holds Overweight on Keurig Dr Pepper Despite Tariff Clouds

Keurig Dr Pepper Inc. (NASDAQ:KDP) is one of the best trade‑war resistant stocks to buy now.

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July 29 - News

PepsiCo Gets Price Target Boost from JPMorgan, Neutral Rating Held

PepsiCo, Inc. (NASDAQ:PEP) is one of the best trade-war-resistant stocks to buy now.

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July 29 - News

Cane Sugar and Strong Margins: JPMorgan Sees More Upside for Coca-Cola

The Coca-Cola Company (NYSE:KO) is one of the best trade-war-resistant stocks to buy now.

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July 29 - News

Valuation Stalls the Bull Case: P&G Cut to Neutral by JPMorgan

The Procter & Gamble Company (NYSE:PG) is one of the best trade-war-resistant stocks to buy now. But not every analyst is ready to double down.

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July 29 - News

New Drug, New Direction: J&J Moves Deeper Into Late-Stage Therapeutics

Johnson & Johnson (NYSE:JNJ) is one of the best trade‑war resistant stocks to buy now. On July 21, 2025, J&J submitted a New Drug Application to the U.S.

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July 29 - News

Merck’s $10B Verona Deal: A High-Stakes Play in Respiratory Care

Verona Pharma plc (NASDAQ:VRNA) is one of the best multibagger stocks according to hedge funds. On July 9, 2025, Merck & Co.

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July 29 - News

JPMorgan Trims Duolingo Target to $500 Amid DAU Slowdown

Duolingo, Inc. (NASDAQ:DUOL) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Cloudflare Gets $225 Target from Wells Fargo on Enterprise Surge

Cloudflare, Inc. (NYSE:NET) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Barclays Bets on Trading Boom, Ups IBKR Target to $73

Interactive Brokers Group, Inc. (NASDAQ:IBKR) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Gaming’s Standout: Roblox Target Raised to $142 on User Surge

Roblox Corporation (NYSE:RBLX) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Needham Ups Reddit Target to $165

Reddit, Inc. (NYSE:RDDT) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Raymond James Raises Tapestry Target to $115 as Coach Momentum Builds

Tapestry (NYSE:TPR) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

KeyBanc Lifts Shopify Price Target to $145

Shopify Inc. (NASDAQ:SHOP) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

UBS Raises Talen Target to $431 After $3.5B Power Plant Buy

Talen Energy is one of the best multibagger stocks according to hedge funds.

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July 29 - News

DoorDash Target Raised to $275 as Analysts Bet on Growth Beyond Delivery

DoorDash, Inc. (NASDAQ:DASH) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Oppenheimer Upgrades Carvana to Outperform, Sets $450 Target on Profit Upside

Carvana Co. (NYSE:CVNA) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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