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Insider Monkey Blog

JPMorgan Mixed on HP (HPQ) Amid Demand Concerns

With significant analyst and hedge fund sentiment, alongside a low forward price-to-earnings (PE) ratio, HP Inc.

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March 2 - News

DocuSign (DOCU) Shares Down Amid Weak Momentum in Software Industry

As of February 26, 2026, software stocks remain downbeat. The pressure weighs on DocuSign, Inc.

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March 2 - News

Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs

With significant analyst and hedge fund sentiment, alongside a low forward price-to-earnings (PE) ratio, Dell Technologies Inc.

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March 2 - News

Analysts at Mizuho Remain Bullish on IQVIA (IQV) Following Q4 Results

With significant analyst and hedge fund sentiment, alongside a low forward price-to-earnings (PE) ratio, IQVIA Holdings Inc.

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March 2 - News

Wells Fargo Bullish on QUALCOMM (QCOM) Amid $100+ Billion AI Inference Market Opportunity

Analysts at Wells Fargo believe QUALCOMM Incorporated (NASDAQ:QCOM) may lift broader sentiment once more clarity emerges surrounding the company’s AI and data center strategy...

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March 2 - News

Heightened AI Competition Fuels Analyst Skepticism on Adobe (ADBE)

Investors are currently skeptical of Adobe Inc. (NASDAQ:ADBE) amid heightened competition from AI-powered tools.

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March 2 - News

BNP Paribas Upgrades NatWest Group plc (NWG) to Neutral From Underperform

NatWest Group plc (NYSE:NWG) is one of the best cheap stocks under $50 to buy right now.

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March 2 - News

Morgan Stanley Lifts PT on Banco Santander (SAN) to EUR 12.10 From EUR 11.50

Banco Santander, S.A. (NYSE:SAN) is one of the best cheap stocks under $50 to buy right now. Morgan Stanley lifted the price target on Banco Santander, S.A.

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March 2 - News

Sanofi (SNY) and Regeneron’s Dupixent Recommended for EU Approval

Sanofi (NASDAQ:SNY) is one of the best cheap stocks under $50 to buy right now.

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March 2 - News

Where is UBS Group AG (UBS) Headed According to the Street?

UBS Group AG (NYSE:UBS) is one of the best cheap stocks under $50 to buy right now.

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March 2 - News

Is Brookfield Corporation (BN) a Buy Post Earnings?

Brookfield Corporation (NYSE:BN) is one of the best cheap stocks under $50 to buy right now.

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March 2 - News

Analyst Bullish on Twilio (TWLO) After Q4 Earnings Report

On February 13, Needham reiterated its Buy rating on Twilio Inc. (NYSE:TWLO) with a price target of $145, after the company reported its fourth-quarter 2025 performance.

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March 2 - News

BTIG Retains Neutral Rating on Affirm Holdings (AFRM) Citing January 2026 Trust Data

On February 26, BTIG reiterated a Neutral rating on Affirm Holdings Inc. (NASDAQ:AFRM) based on the company’s January 2026 trust data.

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March 2 - News

Blue Owl (OWL) Troubles Worry $2T Private Credit Industry

On February 27, Reuters reported that the difficulties faced by Blue Owl Capital Inc.

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March 2 - News

Analyst Price Target Change at HubSpot (HUBS) Precedes Q4 Earnings Call

On February 14, HubSpot Inc.

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March 2 - News

Macquarie Lowers Price Target on Baidu (BIDU) Citing Sluggish Ad Business

On February 26, Macquarie lowered its price target on Baidu Inc.

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March 2 - News

Stephens Sees Sustainable Growth for Establishment Labs Holdings Inc. (ESTA) Over the Coming Years

TheFly reported on February 25 that Stephens raised the price target for ESTA to $90 from $85 and kept an Overweight rating on the stock. According to the firm, the company...

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March 2 - News

Wolfe Research Notes Conviction-Driven Opportunities in ACADIA Pharmaceuticals Inc.’s (ACAD) Therapeutic Domains

TheFly reported on February 23 that Wolfe Research initiated coverage of ACAD with an Outperform rating and a $33 price target.

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March 2 - News

Deutsche Bank Updates Choice Hotels International, Inc. (CHH) Target Following Q4 Results Review

On February 20, Deutsche Bank increased its price target on CHH to $119 from $109 and maintained a Hold rating on the stock.

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March 2 - News

RBC Notes CareTrust REIT, Inc. (CTRE) Well-Positioned Amid Increased G&A and Investment Timing

TheFly reported on February 24 that RBC Capital raised its price target on CTRE to $44 from $41 and maintained an Outperform rating following the company’s fourth-quarter results...

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March 2 - News

Oppenheimer Cites Strong Q4 Earnings and Customer Gains for DigitalOcean Holdings, Inc. (DOCN) Upgrade

TheFly reported on February 25 that Oppenheimer raised its price target on DOCN to $85 from $60 and maintained an Outperform rating on the shares.

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March 2 - News

iRhythm Holdings, Inc. (IRTC) Reports $5.6M Net Income, 70.9% Gross Margin in Q4 2025

On February 19, iRhythm Holdings, Inc. (NASDAQ:IRTC) published its results for the fourth quarter and the entire year of 2025.

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March 2 - News

Morgan Stanley Sees Planet Fitness, Inc. (PLNT) Picking Up Steam After Early-Year Setbacks

TheFly reported on February 26 that Morgan Stanley lowered its price target on PLNT to $117 from $128 while maintaining an Overweight rating on the shares.

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March 2 - News

Citi Highlights Normalized Yield Curve Supporting Old National Bancorp (ONB) Profitability

TheFly reported on February 24 that Citi raised its price target on ONB to $29 from $28 while reiterating a Buy rating on the stock. The firm cited a more normalized yield...

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March 2 - News

TD Cowen Updates Elastic N.V. (ESTC) Financial Model on Anticipated Performance

TheFly reported on February 23 that TD Cowen reduced its price target on ESTC to $70 from $85 while reiterating a Hold rating. In anticipation of performance above expectations...

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March 2 - News

Kite Realty Group Trust (KRG) Leases 1.3M Sq. Ft. Across 164 New and Renewal Contracts in Q4

Kite Realty Group Trust (NYSE:KRG) released its fourth-quarter 2025 results on February 17, 2026, with Core FFO of $0.51 per diluted share and NAREIT FFO of $0.52 per share.

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March 2 - News

HSBC Notes Steady Progress Toward Wide Market Adoption for QuantumScape Corporation (QS)

TheFly reported on February 19 that HSBC raised QS to a Hold rating from Reduce and set a price target of $8.30, down from $10.50.

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March 2 - News

Price Target Increased on Albemarle Corporation (ALB) Amid Sustained Lithium Market Strength

TheFly reported on February 23 that Berenberg Bank increased its price target for ALB to $153 from $135 and kept a Hold rating.

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March 2 - News

H.C. Wainwright Sees Opportunity After Fiat Chrysler Ends Offtake Agreement With Westwater Resources, Inc. (WWR)

TheFly reported on February 9 that H.C.

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March 2 - News

Joint Evaluation Agreement With Samsung SDI and BMW Supports Solid Power, Inc. (SLDP) Battery Validation

TheFly reported on February 24 that SLDP reported its operational and financial results for the full year 2025 and outlined its objectives for 2026.

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March 2 - News

BofA Notes Operational Risk Eased With Sigma Lithium Corporation (SGML) Mining Restart

On February 3, TheFly reported that BofA Securities upgraded SGML from Underperform to Neutral, keeping the price target at $14.

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March 2 - News

Canaccord Adjusts Lithium Americas Corp. (LAC) Target Following 2026 CapEx and Project Updates

TheFly reported on February 20 that Canaccord Genuity lowered its price target for LAC to C$7 from C$7.50 while keeping a Hold rating. The change came after the business provided...

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March 2 - News

Cantor Fitzgerald Cites Lower Production and Forecasts for Lucid Group, Inc. (LCID) Target Cut

TheFly reported on February 25 that Cantor Fitzgerald reduced its price target for LCID to $14 from $21 while maintaining a Neutral rating on the stock.

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March 2 - News

BofA Highlights Positive Outlook for Freeport-McMoRan Inc. (FCX) on 2026 Metal Prices

TheFly reported on February 26 that BofA Securities raised its price target for FCX to $81 from $68 while maintaining a Buy rating on the stock.

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March 2 - News

Jefferies Cites Strong U.S. Market Conditions Driving Fluence Energy, Inc. (FLNC) Upgrade

TheFly reported earlier on February 9 that Jefferies upgraded FLNC from Hold to Buy, setting a revised price target of $24, down from $25. The firm listed improved U.S.

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March 2 - News

Deutsche Bank Highlights Positive Momentum in ON Semiconductor Corporation (ON) Q4 Performance

TheFly reported on February 13 that Deutsche Bank raised its price target on ON to $75 from $65 and maintained a Buy rating.

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March 2 - News

JPMorgan Maintains Positive Stance on MP Materials Corp. (MP) Ahead of Q4

TheFly reported on February 13 that JPMorgan raised its price target for MP to $76 from $74 while maintaining an Overweight rating, reflecting an updated company model ahead of...

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March 2 - News

Roth Capital Highlights EnerSys (ENS) Capacity to Handle Complex Power Requirements

TheFly reported on February 3 that Roth Capital raised its price target for ENS to $208 from $164 while maintaining a Buy rating.

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March 2 - News

Norsemont Targets Filing Environmental Impact Declaration In December 2026

Vancouver, B.C., March 2nd, 2026 – Norsemont Mining Inc.

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March 2 - Press Releases

Jim Cramer’s Game Plan: 11 Stocks in Focus This Week

Goodbye February. You will forever be known as a heartbreaker.

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March 2 - Hedge Funds, News

Dorman Products (DORM) Slid in Q4 Despite Solid Fundamentals and Robust Results

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

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March 2 - Hedge Fund Investor Letters, News

TD Cowen Sees Recovery Potential in EPAM Systems, Inc.’s (EPAM) Fundamental Strengths

TheFly reported on February 23 that TD Cowen kept a Buy rating on EPAM while lowering its price target from $243 to $220. Although the company's basic assets, such as AI-...

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March 2 - News

Bentley Systems, Incorporated (BSY) Target Boosted At UBS Amid Strong Annual Recurring Revenue Momentum

TheFly reported on February 27 that UBS increased its price target for BSY from $40 to $43 while keeping a Neutral rating.

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March 2 - News

Autodesk, Inc. (ADSK) Q4 Revenue Surges 19% YoY, Exceeds Guidance Across Key Metrics

Autodesk, Inc. (NASDAQ:ADSK) released its fourth-quarter and full-year fiscal 2026 results on February 26.

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March 2 - News

Citi Updates Model Following Robust AI Performance at Snowflake Inc. (SNOW)

TheFly reported on February 26 that Citi raised its price target for SNOW from $270 to $280 while maintaining a Buy rating.

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March 2 - News

BMO Capital Expects Solid Q1 Results for OKTA, Inc. (OKTA) Despite Sector Caution

TheFly reported on February 26 that BMO Capital reduced its price target for OKTA from $90 to $83 and maintained a Market Perform rating.

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March 2 - News

Truist Notes AI Concerns Overstated for Zeta Global Holdings Corp. (ZETA)

TheFly reported on February 25 that Truist lowered its price target on ZETA to $30 from $36 while keeping a Buy rating on the shares.

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March 2 - News

BofA Reduces Block, Inc. (XYZ) Valuation Following Peer Weakness

TheFly reported on February 24 that Bank of America reduced its price target for XYZ to $75 from $86 while keeping a Buy rating.

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March 2 - News

Paymentus Holdings, Inc. (PAY) Benefits from Rising Digitization of Bill Payments, Says Wedbush

TheFly reported on February 24 that Wedbush lowered its price target for PAY to $32 from $40. The firm cited a reduced multiple, while retaining an Outperform rating.

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March 2 - News

Cantor Fitzgerald Cites Co-Founder Support Following CEO Transition at Remitly Global, Inc. (RELY)

TheFly reported on February 23 that Cantor Fitzgerald raised its price target for RELY to $20 from $17 while keeping an Overweight rating.

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March 2 - News

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