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Insider Monkey Blog

TD Cowen Cuts Marvell (MRVL) Target While Highlighting Strong AI Infrastructure Outlook

On February 24, TD Cowen analyst Joshua Buchalter lowered the firm’s price recommendation on Marvell Technology, Inc. (NASDAQ:MRVL) to $85 from $100.

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February 28 - News

BofA Trims TPG Valuation while Reaffirming Confidence in Growth Strategy

On February 24, BofA lowered its price recommendation on TPG Inc. (NASDAQ:TPG) to $72 from $77. The firm maintained a Buy rating on the shares.

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February 28 - News

Apollo Global Management (APO) Coverage Initiated by RBC with Neutral View on Valuation

On February 24, RBC Capital analyst Bart Dziarski initiated coverage of Apollo Global Management, Inc. (NYSE:APO) with a Sector Perform rating.

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February 28 - News

FIS Gets Lower Baird Target Following Updated Financial Outlook

On February 25, Baird lowered its price recommendation on Fidelity National Information Services, Inc. (NYSE:FIS) to $54 from $82.

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February 28 - News

11 Best Spring Stocks to Buy Right Now

Seasonality refers to recurring patterns in market performance across the different months of the year.

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February 28 - Hedge Funds, News

Agilent (A) Gets Lower Goldman Sachs Target Despite Long-Term Growth Confidence

On February 27, Goldman Sachs lowered its price recommendation on Agilent Technologies, Inc. (NYSE:A) to $150 from $170. The firm reiterated a Buy rating on the shares.

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February 28 - News

TD Cowen Sees Carlyle (CG) Entering New Growth Cycle after Strategic Reset

On February 27, TD Cowen raised its price recommendation on The Carlyle Group Inc. (NASDAQ:CG) to $67 from $65. It reiterated a Buy rating on the shares.

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February 28 - News

Arthur J. Gallagher (AJG) Upgraded by Mizuho as Insurance Brokerage Outlook Improves

On February 27, Mizuho upgraded Arthur J. Gallagher & Co. (NYSE:AJG) to Outperform from Neutral. It set a price target of $260, down from $277.

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February 28 - News

Constellation Energy (CEG) Positioned for Growth as PJM Market Developments Support Demand

On February 27, TD Cowen raised its price recommendation on Constellation Energy Corporation (NASDAQ:CEG) to $454 from $440. The firm reiterated a Buy rating on the shares.

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February 28 - News

CRH Target Increased as Acquisition Activity and Capital Investment Continue

On February 20, DA Davidson raised its price recommendation on CRH plc (NYSE:CRH) to $120 from $116. The firm reiterated a Neutral rating on the shares.

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February 28 - News

Brown & Brown (BRO) Seen Well Positioned Amid Limited AI Disruption Risk, Mizuho Says

On February 27, Mizuho upgraded Brown & Brown, Inc. (NYSE:BRO) to Outperform from Neutral. It raised the stock’s price target to $85 from $84.

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February 28 - News

Morgan Stanley Raises Lam Research (LRCX) Valuation on Strong DRAM Investment Forecast

On February 25, Morgan Stanley analyst Shane Brett raised the firm’s price recommendation on Lam Research Corporation (NASDAQ:LRCX) to $254 from $244.

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February 28 - News

Nike’s China Challenges Remain in Focus as BNP Paribas Maintains Bearish Outlook

On February 27, BNP Paribas reiterated an Underperform rating on NIKE, Inc. (NYSE:NKE). It set a $35 price target on the shares.

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February 28 - News

American Tower (AMT) Gets Lower Scotiabank Target Despite Strong Long-Term Outlook

On February 25, Scotiabank lowered its price recommendation on American Tower Corporation (NYSE:AMT) to $214 from $220. The firm reiterated an Outperform rating on the shares.

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February 28 - News

UBS Sees Palantir (PLTR) Positioned at Center of AI and Software Spending Boom

On February 27, UBS upgraded Palantir Technologies Inc. (NASDAQ:PLTR) to Buy from Neutral. The firm set a $180 price target on the stock.

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February 28 - News

BofA Turns Cautious on Southern Copper (SCCO) Despite Higher Price Target

On February 26, BofA downgraded Southern Copper Corporation (NYSE:SCCO) to Underperform from Neutral. It raised its price target on the stock to $175 from $162.

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February 28 - News

Morgan Stanley Boosts Applied Materials (AMAT) Target on Strong DRAM Spending Outlook

On February 25, Morgan Stanley raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $432 from $420 and maintained an Overweight rating on the shares.

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February 28 - News

Costco (COST) Gains Buy Rating From BofA on Strength of Pricing and Customer Loyalty

On February 27, BofA reinstated coverage of Costco Wholesale Corporation (NASDAQ:COST) with a Buy rating. The firm set a $1,185 price target on the stock.

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February 28 - News

Welltower (WELL) Gets Higher RBC Target as Seniors Housing Growth Outlook Strengthens

On February 24, RBC Capital raised its price recommendation on Welltower Inc. (NYSE:WELL) to $230 from $207.

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February 28 - News

Johnson Controls (JCI) Expands Data Center Cooling Capabilities with Alloy Enterprises Acquisition

On February 18, Johnson Controls International plc (NYSE:JCI) signed an agreement to acquire Alloy Enterprises, a Boston-based company that develops advanced thermal management...

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February 28 - News

UBS Cuts Progressive (PGR) Valuation While Maintaining Neutral View

On February 23, UBS analyst Brian Meredith lowered his price recommendation on The Progressive Corporation (NYSE:PGR) to $218 from $226.

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February 28 - News

BofA Returns to Cintas (CTAS) Coverage, Highlighting Steady Industry Fundamentals

On February 17, BofA analyst Curtis Nagle reinstated coverage of Cintas Corporation (NASDAQ:CTAS). The analyst reiterated a Neutral rating and a $215 price target.

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February 28 - News

TJX Outlook Remains Solid as Baird Updates Model after Earnings Report

On February 26, Baird analyst Mark Altschwager raised the firm’s price objective on The TJX Companies, Inc. (NYSE:TJX) to $172 from $168.

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February 28 - News

American Express (AXP) Plans New Global Headquarters at 2 World Trade Center

On February 25, The Wall Street Journal reported that American Express Company (NYSE:AXP) plans to build a new global headquarters at 2 World Trade Center in Lower Manhattan.

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February 28 - News

Waste Management (WM) Gets Higher CIBC Target as Operational Momentum Builds

On February 17, CIBC raised its price recommendation on Waste Management, Inc. (NYSE:WM) to $242 from $231.

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February 28 - News

Marsh & McLennan (MRSH) Downgraded by Mizuho Following Insurance Sector Selloff

On February 27, Mizuho analyst Yaron Kinar downgraded Marsh & McLennan Companies, Inc. (NYSE:MRSH) to Neutral from Outperform.

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February 28 - News

10 Best Oil & Gas Drilling Stocks to Buy

On February 27, 2026, The New York Times reported that Germany's domestic oil and gas output had decreased by around 80% since 2000, meeting only about 5% of demand.

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February 28 - Hedge Funds, News

Stryker (SYK) Sees Higher Price Target from UBS amid Continued MedTech Strength

During the Q4 2025 earnings call, CEO Kevin Lobo described 2025 as an outstanding year.

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February 28 - News

Mizuho Adjusts Willis Towers Watson (WTW) Target While Keeping Bullish Rating

On February 27, Mizuho analyst Yaron Kinar lowered his price recommendation on Willis Towers Watson Public Limited Company (NASDAQ:WTW) to $358 from $392.

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February 28 - News

10 Fastest Growing Mid Cap Stocks to Buy Now

The Federal Reserve’s pivot from higher interest rates to rate cuts is creating a meaningful shift for mid-cap stocks, according to Amy Y.

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February 28 - Hedge Funds, News

DA Davidson Boosts Deere (DE) Target on Improving Demand Outlook

On February 23, DA Davidson raised its price recommendation on Deere & Company (NYSE:DE) to $775 from $580. The firm maintained a Buy rating on the shares.

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February 28 - News

Vistra (VST) Price Target Trimmed Despite Strong Earnings Performance

On February 27, Wells Fargo lowered its price recommendation on Vistra Corp. (NYSE:VST) to $234 from $236. It maintained an Overweight rating on the shares.

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February 28 - News

12 Most Promising EV Battery Stocks to Buy Now

On February 13, 2026, Reuters cited Benchmark Mineral Intelligence, reporting global EV registrations fell 3% year-over-year to about 1.2 million units in January.

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February 28 - Hedge Funds, News

Walmart (WMT) Coverage Reinstated With Bullish Outlook from BofA

On February 27, BofA reinstated coverage of Walmart Inc. (NASDAQ:WMT) with a Buy rating. The firm set a price target of $150 on the stock.

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February 28 - News

Chubb (CB) Price Target Raised Following Property and Casualty Sector Results

On February 26, Morgan Stanley analyst Bob Huang raised his price recommendation on Chubb Limited (NYSE:CB) to $330 from $310.

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February 28 - News

BofA Cuts Domino’s (DPZ) Target to $545 While Keeping Bullish Rating

On February 25, BofA lowered its price recommendation on Domino’s Pizza, Inc. (NASDAQ:DPZ) to $545 from $556. It reiterated a Buy rating on the shares.

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February 28 - News

BofA Adjusts Alcoa (AA) Target Following Updated Metal Price Forecasts

On February 26, BofA analyst Lawson Winder raised the firm’s price recommendation on Alcoa Corporation (NYSE:AA) to $42 from $38.

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February 28 - News

Analyst Raises Nordic American Tankers (NAT) Price Target Following Earnings

On February 27, B. Riley analyst Liam Burke raised his price recommendation on Nordic American Tankers Limited (NYSE:NAT) to $7.50 from $5.

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February 28 - News

PPL Gets Upgrade from Barclays on Improving Earnings Visibility

On February 24, Barclays upgraded PPL Corporation (NYSE:PPL) to Overweight from Equal Weight. The firm also raised its price target to $40 from $37.

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February 28 - News

eBay Cuts 800 Jobs as it Reshapes Workforce Around Strategic Priorities

On February 26, Bloomberg reported that eBay Inc. (NASDAQ:EBAY) plans to cut about 800 jobs, which account for roughly 6% of its full-time workforce.

Keep Reading →

February 28 - News

Cenovus Energy (CVE) Downgraded by Veritas Days after Bullish Call from BMO

On February 24, Veritas downgraded Cenovus Energy Inc. (NYSE:CVE) to Sell from Reduce. The firm set a price target of C$27.

Keep Reading →

February 28 - News

Home Depot (HD) Price Target Raised as Performance Remains Steady

On February 25, Telsey Advisory raised its price recommendation on The Home Depot, Inc. (NYSE:HD) to $435 from $410. The firm reiterated an Outperform rating on the shares.

Keep Reading →

February 28 - News

13 Best Big Tech Stocks to Buy According to Hedge Funds

Alex Kantrowitz of Big Technology, Douglas Boneparth of Bone Fide Wealth, and Jay Woods of Freedom Capital Markets spoke on CNBC on February 9 on tech volatility and rotation.

Keep Reading →

February 28 - Hedge Funds, News

Jim Cramer on Salesforce CEO: “He’s Certain That the Sellers Are Making a Mistake”

Marc actually brought on two clients of Agentforce, the AI division that’s generating $800 million in annual recurring revenue.

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February 28 - News

Jim Cramer Says AI Fears Around MSCI “Were Dead Wrong”

MSCI Inc. (NYSE:MSCI) is one of the stocks Jim Cramer put under the microscope.

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February 28 - News

Jim Cramer on Universal Display: “There Is Going to Come a Time When We Should Recommend This Stock, but That Time Is Not Yet Here”

Universal Display Corporation (NASDAQ:OLED) develops and licenses OLED technologies and materials used in advanced displays and lighting.

Keep Reading →

February 28 - News

Jim Cramer Says “Ford’s Been Looking Real Good of Late”

Ford Motor Company (NYSE:F) is one of the stocks Jim Cramer put under the microscope.

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February 28 - News

Jim Cramer on Archer Aviation: “I’m Not as Into These Stocks as Others”

No, I’m not as into these stocks as others.

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February 28 - News

Jim Cramer on Reddit: “Let’s Buy That One”

Oh, I think you buy Reddit.

Keep Reading →

February 28 - News

Jim Cramer on QXO: “I Don’t Bet Against Brad”

Okay, that’s Brad Jacobs’ company. I don’t bet against Brad. That’s roofing. Normally, it shouldn’t be doing right now in the cycle, but Jacobs will pull it off.

Keep Reading →

February 28 - News

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