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Insider Monkey Blog

Citizens JMP Reiterates Market Perform Rating on NICE Ltd. (NICE)

On May 16, Patrick Walravens from Citizens JMP maintained a Market Perform rating on NICE Ltd.

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May 21 - News

Hedge Fund and Insider Trading News: Daniel Loeb, Bill Ackman, Ray Dalio, Elliott Investment Management, Catalio Capital Management, Better Home & Finance Holding Co (BETR), Evgo Inc (EVGO), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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May 21 - Hedge Funds, Insider Trading

Bernstein Maintains Outperform Rating on Boeing (BA), Lifts PT

Analyst Douglas Harned raised the price target following the company’s recent developments. The major move was China resuming airline delivery of Boeing planes.

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May 21 - News

Canaccord Maintains Buy Rating on Spotify (SPOT), Lifts PT

Maria Ripps from Canaccord increased the price target after reviewing the Q1 FY2025 quarterly results of the music giant.

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May 21 - News

Company Formation in 2025: Best Countries for Tax Benefits and Growth

Establishing a business necessitates laying a foundation that maximizes profitability, reduces risk, and aligns with your long-term growth objectives.

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May 21 - Business, News

TD Cowen Maintains Buy Rating on Trip.com (TCOM), Lifts PT

On May 20, TD Cowen Kevin Kopelman raised the price target on Trip.com Group Limited (NASDAQ:TCOM) from $67 to $75 and maintained a Buy rating after the company logged strong...

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May 21 - News

Bank of America Upgrades AutoZone Inc. (AZO) to Buy Amid Strong Industry Tailwinds

Pointing to indicators of sustained growth in both the consumer-driven DIY segment and the company’s professional business operations, Bank of America has revised its stance...

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May 21 - News

BofA Reiterates Hold Rating on Novavax (NVAX) Stock

The approval of Nuvaxovid for use in older and high-risk adults will generate around $175 million in milestone payments from Sanofi during Q3 and an additional $50 million in ...

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May 21 - News

Barclays Reiterates Buy Rating on Adobe (ADBE)

On May 16, Barclays analyst Saket Kalia reiterated a Buy rating on Adobe Inc.

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May 21 - News

Benchmark Maintains Buy Rating on Alibaba (BABA) Stock, Cuts PT

Analyst Fawne Jiang adjusted the price target as Alibaba Group Holding Limited (NYSE:BABA) missed both earnings and revenue estimates during Q4 FY2025.

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May 21 - News

New Street Downgrades Cisco Systems (CSCO) to Neutral, Cuts PT

Ferragu mentioned that Cisco's gross margin has taken a hit, with a slight decline in the April 2025 quarter.

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May 21 - News

Magnite, Inc. (MGNI) Teams Up with Amazon Publisher Services (APS) to Unlock New Streaming TV Opportunities

Magnite, Inc. (NASDAQ:MGNI) and Amazon Publisher Services (APS) announced on Monday that they will begin a deeper streaming TV collaboration through APS' Transparent Ad Marketplace...

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May 21 - News

Qualcomm Collaborates with UAE-based Telecom Company e& to Develop 5G, AI Technologies

Qualcomm Incorporated (NASDAQ:QCOM) has partnered with e&, a UAE-based telecom company.

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May 21 - News

Wells Fargo Keeps Buy Rating on Micron Technology (MU), Keeps $130 PT

On May 17, Aaron Rakers from Wells Fargo reiterated a Buy rating on Micron Technology, Inc. (NASDAQ:MU), keeping the price target at $130 per share.

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May 21 - News

Chubb Limited (CB): A Bull Case Theory

We came across a bullish thesis on Chubb Limited (CB) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls’ thesis on CB.

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May 21 - News, Stock Analysis

Hamilton Insurance Group, Ltd. (HG): A Bull Case Theory

We came across a bullish thesis on Hamilton Insurance Group, Ltd. (HG) on Substack by Karst Research. In this article, we will summarize the bulls’ thesis on HG.

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May 21 - News, Stock Analysis

Avery Dennison Corporation (AVY): A Bull Case Theory

We came across a bullish thesis on Avery Dennison Corporation (AVY) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls’ thesis on AVY.

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May 21 - News, Stock Analysis

Penske Automotive Group, Inc. (PAG): A Bull Case Theory

We came across a bullish thesis on Penske Automotive Group, Inc. (PAG) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls’ thesis on PAG.

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May 21 - News, Stock Analysis

First Merchants Corporation (FRME): A Bull Case Theory

We came across a bullish thesis on First Merchants Corporation (FRME) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls’ thesis on FRME.

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May 21 - News, Stock Analysis

American Express Company (AXP): A Bull Case Theory

We came across a bullish thesis on American Express Company (AXP) on Substack by Max Dividends and Serhio MaxDividends.

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May 21 - News, Stock Analysis

RLI Corp. (RLI): A Bull Case Theory

We came across a bullish thesis on RLI Corp. (RLI) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls’ thesis on RLI. RLI Corp.

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May 21 - News, Stock Analysis

Take-Two Interactive Software, Inc. (TTWO): A Bull Case Theory

We came across a bullish thesis on Take-Two Interactive Software, Inc. (TTWO) on Substack by SuperJoost. In this article, we will summarize the bulls’ thesis on TTWO.

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May 21 - News, Stock Analysis

Dave & Buster’s Entertainment, Inc. (PLAY): A Bull Case Theory

We came across a bullish thesis on Dave & Buster’s Entertainment, Inc. (PLAY) on Twitter by marginofdanger. In this article, we will summarize the bulls’ thesis on PLAY.

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May 21 - News, Stock Analysis

Deluxe Corporation (DLX) Launches AI Chat-bot, DAX

Deluxe Corporation (NYSE:DLX) announced the launch of a new AI-powered assistant, DAX.

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May 21 - News

Bilibili Inc. (BILI): A Bull Case Theory

We came across a bullish thesis on Bilibili Inc. (BILI) on Twitter by sigmazerocap. In this article, we will summarize the bulls’ thesis on BILI. Bilibili Inc.

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May 21 - News, Stock Analysis

Jim Cramer Talked About These 10 Stocks Recently

On Tuesday, Jim Cramer, host of Mad Money, broke down the day's market movements as he pointed to rising bond yields as the main force behind a series of notable shifts in stock...

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May 21 - Hedge Funds, News

Arthur J. Gallagher & Co. (AJG): A Bull Case Theory

We came across a bullish thesis on Arthur J. Gallagher & Co. (AJG) on Substack by Compound & Fire. In this article, we will summarize the bulls’ thesis on AJG. Arthur J.

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May 21 - News, Stock Analysis

SoundHound AI, Inc. (SOUN): A Bear Case Theory

We came across a bearish thesis on SoundHound AI, Inc. (SOUN) on Substack by Stefan Waldhauser. In this article, we will summarize the bears’ thesis on SOUN.

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May 21 - News, Stock Analysis

Innovative Solutions and Support, Inc. (ISSC): A Bull Case Theory

We came across a bullish thesis on Innovative Solutions and Support, Inc. (ISSC) on Substack by Maksim. In this article, we will summarize the bulls’ thesis on ISSC.

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May 21 - News, Stock Analysis

PepsiCo, Inc. (PEP) vs. The Coca-Cola Company (KO): A Bull Case Theory

We came across a bullish thesis on PepsiCo, Inc. (PEP) on Substack by Charts&Companies. In this article, we will summarize the bulls’ thesis on PEP. PepsiCo, Inc.

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May 21 - News, Stock Analysis

Lakeland Industries, Inc. (LAKE): A Bull Case Theory

We came across a bullish thesis on Lakeland Industries, Inc. (LAKE) on Substack by everyonehatespoetry. In this article, we will summarize the bulls’ thesis on LAKE.

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May 21 - News, Stock Analysis

Coca-Cola Consolidated Approves 10-for-1 Stock Split: Retail Upbeat

Coca-Cola Bottling Co. Consolidated (NASDAQ:COKE) is moving forward with plans to make its stock affordable to a broad range of investors.

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May 21 - News

Stellantis Plans $388 Million Spare Parts Facility in Detroit

As legacy European automakers have been significantly hit by Trump's tariffs, Stellantis N.V.

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May 21 - News

GlobalFoundries Inks Deal to Enhance Advanced Packaging Capabilities In Singapore

Globalfoundries Inc.

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May 21 - News

Apple’s India Push Receives a Boost on Foxconn’s $1.5B Investment

Apple Inc.’s (NASDAQ:AAPL) plans to reduce reliance on China’s iPhone manufacturing capacity have received a significant boost.

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May 21 - News

NetApp Builds AI Infrastructure On NVIDIA AI Data Platform

NetApp, Inc.

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May 21 - News

Marvell Joins Forces with NVIDIA to Provide Custom Solutions for Advanced AI Infrastructure

Marvell Technology, Inc. (NASDAQ:MRVL) has moved to strengthen its prospects in the high-growth artificial intelligence infrastructure market.

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May 21 - News

Samsara’s New AI Powered Solutions To Accelerate Revenue Growth

Samsara Inc. (NYSE:IOT) has moved to capitalize on the growing demand for solutions with adequate capabilities to enhance customer support.

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May 21 - News

BW LPG Terminates $10M Investment in India

BW LPG Limited (NYSE:BWLP) has reiterated its focus on core value drivers of shipping and trading as it faces heightened market uncertainties that have significantly impacted ...

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May 21 - News

Tesla Sentiment Rattled by Low Cybertruck Trade-in Value

A trend of Tesla, Inc.’s (NASDAQ:TSLA) declining sales and brand damage is slowly sipping into one of its most prized assets, the Cybertruck.

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May 21 - News

Coinbase (COIN) Stock Holds Steady Amid Regulatory Scrutiny

Coinbase Global, Inc.

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May 21 - News

Alibaba Shares Slide as AI Deal with Apple Faces US Scrutiny

Alibaba Group Holding Limited's (NYSE:BABA) impressive run came under pressure on May 19 as it emerged that authorities in the US are scrutinizing a potential strategic partnership...

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May 21 - News

Halliburton Introduces EarthStar 3DX for Advanced Reservoir Mapping

Halliburton Company (NYSE:HAL), a leading provider of products, services, and integrated solutions, has strengthened its edge on reservoir mapping technology in the oil and gas...

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May 21 - News

Boston Omaha Corporation (BOC): A Bull Case Theory

We came across a bullish thesis on Boston Omaha Corporation (BOC) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on BOC.

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May 21 - News, Stock Analysis

Nebius Group N.V. (NBIS): A Bull Case Theory

We came across a bullish thesis on Nebius Group N.V. (NBIS) on wallstreetbets Subreddit Page by Europe-Trader-1991.

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May 21 - News, Stock Analysis

NVR, Inc. (NVR): A Bull Case Theory

We came across a bullish thesis on NVR, Inc. (NVR) on Substack by Kairos Research. In this article, we will summarize the bulls’ thesis on NVR. NVR, Inc.

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May 21 - News, Stock Analysis

Merck & Co., Inc. (MRK): A Bull Case Theory

We came across a bullish thesis on Merck & Co., Inc. (MRK) on Value Investing Subreddit Page by CompanyCharts. In this article, we will summarize the bulls’ thesis on MRK.

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May 21 - News, Stock Analysis

Cisco Systems, Inc. (CSCO): A Bull Case Theory

We came across a bullish thesis on Cisco Systems, Inc. (CSCO) on Substack by Kroker Equity Research. In this article, we will summarize the bulls’ thesis on CSCO.

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May 21 - News, Stock Analysis

NIKE, Inc. (NKE): A Bull Case Theory

We came across a bullish thesis on NIKE, Inc. (NKE) on Value Investing Subreddit Page by Any_Chocolate6194. In this article, we will summarize the bulls’ thesis on NKE.

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May 21 - News, Stock Analysis

Medpace Holdings, Inc. (MEDP): A Bull Case Theory

We came across a bullish thesis on Medpace Holdings, Inc. (MEDP) on Substack by Compound & Fire. In this article, we will summarize the bulls’ thesis on MEDP.

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May 21 - News, Stock Analysis

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