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Insider Monkey Blog

Could Boston Scientific’s $300 Million Cyber Hit Be Mostly a 2026 Problem?

Wells Fargo has put a number on the damage Boston Scientific Corporation's (NYSE:BSX) August cybersecurity incident could do to its third-quarter results, which comes up to roughly...

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September 28 - Hedge Funds, News

Why Oppenheimer Cut Boston Scientific’s Price Target by $20 Despite Keeping its Outperform Rating

Oppenheimer has become considerably more cautious on Boston Scientific Corporation (NYSE:BSX), but not cautious enough to abandon its bullish rating.

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September 28 - Hedge Funds, News

Analysts Cut Costco (COST) Price Targets After a Q4 Beat and the Stock Rose Anyway

Costco Wholesale Corporation (NASDAQ:COST) reported fourth-quarter results on September 24 that came in ahead of expectations, with net sales up 11.2% to $93.9 billion and earnings...

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September 28 - Hedge Funds, News

What is PayPal’s (PYPL) Economic Moat, and is it Widening or Narrowing?

PayPal Holdings, Inc. (NASDAQ:PYPL) trades at roughly nine times earnings, a multiple the market normally reserves for businesses it expects to shrink.

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September 28 - Hedge Funds, News

Gilead vs. Danaher: Which Healthcare Growth Story is More Convincing?

Gilead Sciences, Inc. (NASDAQ:GILD) and Danaher Corporation (NYSE:DHR) are both showing signs of stronger growth, but they are getting there in very different ways.

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September 28 - Hedge Funds, News

Why Starbucks’ 800-Person India Tech Expansion Matters to its Turnaround

Starbucks (NASDAQ:SBUX) is adding another piece to the infrastructure behind its turnaround, and this one sits thousands of miles from its headquarters.

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September 28 - Hedge Funds, News

Can Meta’s C$13 Billion Alberta Bet Strengthen its AI Infrastructure Advantage?

Spending on AI by hyperscalers is expanding so dramatically that electricity supply is becoming part of the investment story.

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September 28 - Hedge Funds, News

Novo Nordisk Just Beat Lilly in a Trial. Is the Comeback Finally Taking Shape?

Novo Nordisk (NYSE:NVO) finally has a CagriSema result it can put next to Eli Lilly's (NYSE:LLY) tirzepatide and come out ahead.

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September 28 - Hedge Funds, News

Tesla Heads to Trial in California. Should Investors Be Worried?

Tesla (NASDAQ:TSLA) investors already have plenty to keep track of, from vehicle deliveries to the company's expansion into AI and autonomous driving.

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September 28 - Hedge Funds, News

10 Best Healthcare Stocks to Buy According to Hedge Funds

Healthcare has rarely been short of investment opportunities, but deciding where to look has become more complicated.

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September 28 - Hedge Funds, News

Gilead vs. Thermo Fisher: Which Life Sciences Stock has the Stronger Growth Outlook?

Gilead Sciences, Inc. (NASDAQ:GILD) and Thermo Fisher Scientific Inc. (NYSE:TMO) are benefiting from two very different sources of growth.

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September 28 - Hedge Funds, News

An Ex-Google Researcher Says AI Could “Kill Us All.” Should Alphabet Investors Care?

Warnings about artificial intelligence don't get much more extreme than this.

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September 28 - Hedge Funds, News

Guggenheim Sees 41% Upside in Curtiss-Wright as Defense and Nuclear Demand Build

Curtiss-Wright Corporation (NYSE:CW) isn't relying on one hot market to keep growing, with its products sitting across defense and commercial nuclear and marking two areas where...

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September 28 - Hedge Funds, News

Citizens Cuts Enova’s Price Target after its Bank Deal Falls Apart

Enova International, Inc. (NYSE:ENVA) has abandoned a deal that was supposed to give the online lender something it has never had: its own bank.

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September 28 - Hedge Funds, News

AI & Tech Companies Present Live and Take Investor Meetings at the October 1 Virtual Investor Conference

Live Presentations and Q&A Across Semiconductors, Data Centers, Battery Materials, AI-Driven Fintech, Retail Technology and Online Marketplaces Investors Can Request One-on-One...

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September 28 - News, Press Releases, Tech

Toogood Gold Narrows Table Mountain Targets as Two Major Gold Corridors Take Shape

Toogood Gold Corp.

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September 28 - Gold, News

What Makes Figure Technologies (FIGR) an Investment Bet?

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...

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September 28 - Hedge Fund Investor Letters, News

Scotia Metals Expands Spodumene Boulder System at Acadia Lithium Project

Scotia Metals Corp.

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September 28 - Commodities

The Brown Capital Management Small Company Fund’s Q2 2026 Investor Letter

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” For the...

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September 28 - Hedge Fund Investor Letters, News

Descartes Systems Group (DSGX) Fundamentals Remain Intact Despite Share Price Decline

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

What Makes Texas Capital Bancshares (TCBI) a Bullish Bet?

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Sportradar (SRAD): Persistent Valuation Disconnect Triggers Position Sale

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Long Qualification Cycles and Specialized Products Build Materion’s (MTRN) Competitive Moat

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Short-Seller Report Weighs on Figure Technology Solutions (FIGR) Share Price and Investor Sentiment

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Here’s What Strengthens Silicon Motion Technology (SIMO)

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Disciplined Accumulation of Digital Turbine (APPS): The Fund Gained from Anticipated Rebound

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Formula One Group (FWONK): An Exceptional Non-AI Value Play

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

TKO Group Holdings (TKO) Benefit from Strong Demand for Sports and Entertainment

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - News

Pricing Cycle Pressure Weighed on Ryan Specialty (RYAN)

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

PU Prime Strengthens UAE Momentum with Strong Showing at Forex Expo Dubai 2026

DUBAI, United Arab Emirates, September 28th, 2026, FinanceWire PU Prime, a global multi-licensed online brokerage, has announced its participation in Forex Expo Dubai 2026, where...

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September 28 - Press Releases

PU Prime Deepens Argentina Presence Through FX Expo Buenos Aires 2026

Buenos Aires, Argentina, September 28th, 2026, FinanceWire PU Prime strengthened its engagement with Argentina’s financial sector through its participation in FX Expo Buenos...

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September 28 - Press Releases

Can the Seeds Spin-Off Unlock Hidden Value in Corteva (CTVA)? 

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

Cooper Investors Reduced CME Group (CME) Exposure Amid New Futures Market Threats 

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

Marvell vs. Broadcom: Which Custom AI Chip Stock Has More Room to Run?

Broadcom (NASDAQ:AVGO) and Marvell (NASDAQ:MRVL) both help hyperscalers design specialized AI accelerators. Both are seen as major custom AI chip plays.

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September 28 - News, Stock Analysis

Netflix Stock Is Falling, And Billionaires Were Already Heading For The Exit

Netflix (NASDAQ:NFLX) is down about 22% so far this year amid competition and weak numbers.

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September 28 - Hedge Funds, News, Stock Analysis

Retail Investors Think These 2 Stocks Could Be The Next NVIDIA And Sandisk

Investors are always looking for the next stock that turns a small position into a life-changing gain.

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September 28 - News, Stock Analysis

Trump Bought These 2 Stocks. Billionaires Were Selling Them

The latest disclosures show that President Donald Trump loaded up on Southern Company (NYSE:SO) and Public Storage (NYSE:PSA) in July, filed on September 22.

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September 28 - News, Stock Analysis

Cooper Investors Global Equities Fund’s Q2 2026 Investor Letter

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

SM Energy (SM): Near-Term Drag vs. Long-Term Portfolio Insurance

Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 28 - Hedge Fund Investor Letters, News

An Energy Hedge Against Market Shocks — Why Blue Tower Added Petrobras (PBR) 

Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 28 - Hedge Fund Investor Letters, News

Cisco Systems (CSCO): A Networking Giant Transformed by Software and AI Demand

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here.

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September 28 - Hedge Fund Investor Letters, News

The Gabelli Dividend Growth Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter.

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September 28 - Hedge Fund Investor Letters, News

The Gabelli Value 25 Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Value 25 Fund” second-quarter 2026 investor letter.

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September 28 - Hedge Fund Investor Letters, News

The Gabelli Global Mini Mites Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Mini Mites Fund” second-quarter 2026 investor letter.

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September 28 - Hedge Fund Investor Letters, News

Is Hycroft’s (HYMC) New Look Hiding a Bigger Story Underground?

Hycroft Mining Holding Corporation (NASDAQ:HYMC) presents a high-risk, high-reward proposition in the precious metals development space, where financial survival rests entirely...

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September 28 - Hedge Funds, News

Insmed (INSM) Gets Faster FDA Review. Can Its Lung Drug Reach More Patients?

Insmed Incorporated (NASDAQ:INSM) announced on September 21 that the FDA accepted its supplemental application for ARIKAYCE and granted priority review, setting January 28, 2027...

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September 28 - Hedge Funds, News

Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?

Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.

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September 28 - Hedge Funds, News

Palo Alto Networks (PANW) Lets Customers Pay Later. Is Credit Risk Rising?

Palo Alto Networks, Inc. (NASDAQ:PANW) reported $1.536 billion of net financing receivables as of July 31, 2026, down from $1.717 billion a year earlier.

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September 28 - Hedge Funds, News

Priority Technology (PRTH) Agrees to Go Private. Are Outside Shareholders Protected?

Priority Technology Holdings, Inc. (NASDAQ:PRTH) announced on September 21 that it had agreed to go private in a transaction led by Chairman and CEO Thomas Priore.

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September 28 - Hedge Funds, News

Archer-Daniels-Midland (ADM) Plans Carbon-Credit Sales. Can They Generate Steady Income?

Archer-Daniels-Midland Company (NYSE:ADM) announced plans on September 21 to enter the voluntary carbon market using more than 800,000 tons of annual removal capacity at its Columbus...

Keep Reading →

September 28 - Hedge Funds, News

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11 Largest Uranium Producing Countries in the World

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12 Fastest Declining Economies in the World in 2026

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10 Most Popular Stocks on Robinhood in 2026

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9 Undervalued Chemical Stocks to Buy According to Hedge Funds

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15 Innovative Healthcare Stocks to Buy According to Analysts

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Top 10 Oncology Stocks to Buy Now

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7 Best Rare Earth Stocks to Buy According to Hedge Funds

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

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

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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20 Countries with the Highest Homeless Population

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20 Countries with the Most Battle Tanks in the World

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12 Best Nasdaq Stocks Under $20 to Buy Now

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10 Best Low Beta Tech Stocks to Buy According to Analysts

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10 Worst Performing Currencies of 2024

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16 Countries with the Largest Proven Oil Reserves in the World

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16 Highest Quality Chocolate Brands in the US

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20 Countries with the Strongest Armies in the World

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Top 13 English Speaking Countries in Asia

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20 States with Highest Female to Male Ratio in the US

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20 States with the Lowest Life Expectancy in the US

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25 Cities with the Highest Homeless Population in the World

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30 Cities with the Highest Weed Consumption in the US

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25 Countries with the Highest Alcohol Consumption per Capita

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10 Best Genomics Stocks To Buy Right Now

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