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Insider Monkey Blog

Oppenheimer Lifts Nutrien (NTR) Price Target Despite Lighter Results, Citing Long-Term Growth Drivers

On February 26, Oppenheimer analyst Kristen Owen raised the price recommendation on Nutrien Ltd. (NYSE:NTR) to $78 from $76.

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February 27 - News

Here’s Why Hayden Capital Sold Its Position in New Oriental Education (EDU)

Hayden Capital, an investment management firm, released its fourth-quarter 2025 investment letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

Hayden Capital: “Gitlab (GTLB) is Playing Out in Real-Time”

Hayden Capital, an investment management firm, released its fourth-quarter 2025 investment letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

What Makes Sea Limited (SE) an Investment Bet?

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the...

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February 27 - Hedge Fund Investor Letters, News

Shopify (SHOP) GMV Growth Reaccelerates as AI Integration Strengthens Investment Case

Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

11 Most Undervalued AI Stocks to Buy Now

As of February 25, 2026, U.S. software stocks have declined 20% over the past month, according to Reuters.

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February 27 - Hedge Funds, News

How Low Can Bitcoin Go in Coming Months?

Early 2026 was not treating Bitcoin with fairness. In just a couple of weeks of the new year, the price of BTC went down almost 30%.

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February 27 - Bitcoin, News

SanDisk Corporation (SNDK) Outperforms on AI-Driven Storage Demand

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

PulteGroup (PHM) Weighed Down by Slowing Orders and Margin Pressure

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

EnerSys (ENS) Initiated by Harbor Mid Cap Value Fund on Improving Margins

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

How to Find The Best B2B Fintech Product Design Firm

Churn in B2B fintech often starts in the “boring” parts: slow setup, unclear approvals, and errors that force people to message support.

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February 27 - Business, News

Top 10 Gene Therapy Stocks to Buy According to Hedge Funds

On February 23, Lauren Goodwin, New York Life Investments, appeared on CNBC’s ‘Closing Bell’ to talk about the state of equity markets and tariff uncertainties.

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February 27 - Hedge Funds, News

HP (HPQ) Lags as AI Tailwinds Bypass Growth Amid Rising Costs and Weak 2026 Outlook

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

Harley-Davidson (HOG) Falls on Revenue Decline and Pricing Pressure

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

Amkor Technology (AMKR) Trimmed by Harbor Mid Cap Value Fund on Valuation Concerns

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

Garrett Motion (GTX) Added by Harbor Mid Cap Value Fund on Strong Momentum

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

Warner Bros. Discovery (WBD) Rallies Nearly 50% on Acquisition Activity

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

Jazz Pharmaceuticals plc (JAZZ) Jumps Nearly 30% on Strong Q3 and Cancer Drug Trial Progress

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

Electronic Arts (EA) Surged in 2025 Ahead of $55 Billion Buyout Deal

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

General Motors Company (GM) Rises on Record Truck Sales and Shareholder Returns

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

Expedia Group (EXPE) Gains as Harbor Mid Cap Value Fund Boosts Stake After Strong Results

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 27 - Hedge Fund Investor Letters, News

13 Best Long-Term Dividend Stocks to Invest in Right Now

According to a recent report by WisdomTree, dividend growth is not a one-size-fits-all concept.

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February 27 - Dividend Stocks, Hedge Funds, News

Bybit Unveils 2025 Security Milestone: Intercepts $300M in Impersonalization, Scams and Frauds via New AI-Driven Risk Framework

Bybit, the world’s second-largest cryptocurrency exchange by trading volume, today revealed the comprehensive results of its 2025 Security Initiative.

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February 27 - Press Releases

PENN Entertainment, Inc. (NASDAQ:PENN) Q4 2025 Earnings Call Transcript

PENN Entertainment, Inc. (NASDAQ:PENN) Q4 2025 Earnings Call Transcript February 26, 2026PENN Entertainment, Inc. beats earnings expectations.

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February 27 - News, Transcripts

Collegium Pharmaceutical, Inc. (NASDAQ:COLL) Q4 2025 Earnings Call Transcript

Collegium Pharmaceutical, Inc. (NASDAQ:COLL) Q4 2025 Earnings Call Transcript February 26, 2026Collegium Pharmaceutical, Inc. misses on earnings expectations.

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February 27 - News, Transcripts

Integra LifeSciences Holdings Corporation (NASDAQ:IART) Q4 2025 Earnings Call Transcript

Integra LifeSciences Holdings Corporation (NASDAQ:IART) Q4 2025 Earnings Call Transcript February 26, 2026Integra LifeSciences Holdings Corporation beats earnings expectations...

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February 27 - News, Transcripts

Vistance Networks, Inc. (NASDAQ:VISN) Q4 2025 Earnings Call Transcript

Vistance Networks, Inc. (NASDAQ:VISN) Q4 2025 Earnings Call Transcript February 26, 2026Vistance Networks, Inc. misses on earnings expectations.

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February 27 - News, Transcripts

Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Q4 2025 Earnings Call Transcript

Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Q4 2025 Earnings Call Transcript February 26, 2026Eos Energy Enterprises, Inc. misses on earnings expectations.

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February 27 - News, Transcripts

WPP plc (NYSE:WPP) Q4 2025 Earnings Call Transcript

Cindy Rose Quackenbush: Good morning, everyone. Good morning, and warm welcome to our 2025 preliminary results and strategy update. By the way, that's our new brand refresh.

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February 27 - News, Transcripts

Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM) Q4 2025 Earnings Call Transcript

Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM) Q4 2025 Earnings Call Transcript February 26, 2026Rhythm Pharmaceuticals, Inc. beats earnings expectations.

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February 27 - News, Transcripts

CRA International, Inc. (NASDAQ:CRAI) Q4 2025 Earnings Call Transcript

CRA International, Inc. (NASDAQ:CRAI) Q4 2025 Earnings Call Transcript February 26, 2026CRA International, Inc. beats earnings expectations.

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February 27 - News, Transcripts

Fortrea Holdings Inc. (NASDAQ:FTRE) Q4 2025 Earnings Call Transcript

Fortrea Holdings Inc. (NASDAQ:FTRE) Q4 2025 Earnings Call Transcript February 26, 2026Fortrea Holdings Inc. misses on earnings expectations.

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February 27 - News, Transcripts

D-Wave Quantum Inc. (NYSE:QBTS) Q4 2025 Earnings Call Transcript

D-Wave Quantum Inc. (NYSE:QBTS) Q4 2025 Earnings Call Transcript February 26, 2026D-Wave Quantum Inc. misses on earnings expectations.

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February 27 - News, Transcripts

Tecnoglass Inc. (NYSE:TGLS) Q4 2025 Earnings Call Transcript

Tecnoglass Inc. (NYSE:TGLS) Q4 2025 Earnings Call Transcript February 26, 2026Tecnoglass Inc. misses on earnings expectations.

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February 27 - News, Transcripts

Donaldson Company, Inc. (NYSE:DCI) Q2 2026 Earnings Call Transcript

Donaldson Company, Inc. (NYSE:DCI) Q2 2026 Earnings Call Transcript February 26, 2026Donaldson Company, Inc. misses on earnings expectations.

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February 27 - News, Transcripts

Gray Media, Inc. (NYSE:GTN) Q4 2025 Earnings Call Transcript

Gray Media, Inc. (NYSE:GTN) Q4 2025 Earnings Call Transcript February 26, 2026Gray Media, Inc. beats earnings expectations.

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February 27 - News, Transcripts

Kymera Therapeutics, Inc. (NASDAQ:KYMR) Q4 2025 Earnings Call Transcript

Kymera Therapeutics, Inc. (NASDAQ:KYMR) Q4 2025 Earnings Call Transcript February 26, 2026Kymera Therapeutics, Inc. misses on earnings expectations.

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February 27 - News, Transcripts

Frontdoor, Inc. (NASDAQ:FTDR) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, welcome to Frontdoor's Fourth Quarter and Full-Year 2025 Earnings Call. Today's call is being recorded and broadcast on the Internet.

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February 27 - News, Transcripts

Aurinia Pharmaceuticals Inc. (NASDAQ:AUPH) Q4 2025 Earnings Call Transcript

Aurinia Pharmaceuticals Inc. (NASDAQ:AUPH) Q4 2025 Earnings Call Transcript February 26, 2026Aurinia Pharmaceuticals Inc. beats earnings expectations.

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February 27 - News, Transcripts

Primo Brands Corporation (NYSE:PRMB) Q4 2025 Earnings Call Transcript

Primo Brands Corporation (NYSE:PRMB) Q4 2025 Earnings Call Transcript February 26, 2026Primo Brands Corporation misses on earnings expectations.

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February 27 - News, Transcripts

Hormel Foods Corporation (NYSE:HRL) Q1 2026 Earnings Call Transcript

Hormel Foods Corporation (NYSE:HRL) Q1 2026 Earnings Call Transcript February 26, 2026Hormel Foods Corporation beats earnings expectations.

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February 27 - News, Transcripts

EMCOR Group, Inc. (NYSE:EME) Q4 2025 Earnings Call Transcript

Operator: Good morning. My name is Jamie, and I will be your conference operator today.

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February 27 - News, Transcripts

Wolverine World Wide, Inc. (NYSE:WWW) Q4 2025 Earnings Call Transcript

Wolverine World Wide, Inc. (NYSE:WWW) Q4 2025 Earnings Call Transcript February 26, 2026Wolverine World Wide, Inc. misses on earnings expectations.

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February 27 - News, Transcripts

Palmer Square Capital BDC Inc. (NYSE:PSBD) Q4 2025 Earnings Call Transcript

Palmer Square Capital BDC Inc. (NYSE:PSBD) Q4 2025 Earnings Call Transcript February 26, 2026Palmer Square Capital BDC Inc. beats earnings expectations.

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February 27 - News, Transcripts

TopBuild Corp. (NYSE:BLD) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to TopBuild's Fourth Quarter and Full Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.

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February 27 - News, Transcripts

BioLife Solutions, Inc. (NASDAQ:BLFS) Q4 2025 Earnings Call Transcript

BioLife Solutions, Inc. (NASDAQ:BLFS) Q4 2025 Earnings Call Transcript February 26, 2026BioLife Solutions, Inc. beats earnings expectations.

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February 27 - News, Transcripts

Certara, Inc. (NASDAQ:CERT) Q4 2025 Earnings Call Transcript

Certara, Inc. (NASDAQ:CERT) Q4 2025 Earnings Call Transcript February 26, 2026Certara, Inc. misses on earnings expectations.

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February 27 - News, Transcripts

Intellia Therapeutics, Inc. (NASDAQ:NTLA) Q4 2025 Earnings Call Transcript

Intellia Therapeutics, Inc. (NASDAQ:NTLA) Q4 2025 Earnings Call Transcript February 26, 2026Intellia Therapeutics, Inc. beats earnings expectations.

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February 27 - News, Transcripts

Daqo New Energy Corp. (NYSE:DQ) Q4 2025 Earnings Call Transcript

Daqo New Energy Corp. (NYSE:DQ) Q4 2025 Earnings Call Transcript February 26, 2026Daqo New Energy Corp. misses on earnings expectations.

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February 27 - News, Transcripts

Nuveen Churchill Direct Lending Corp. (NYSE:NCDL) Q4 2025 Earnings Call Transcript

Nuveen Churchill Direct Lending Corp. (NYSE:NCDL) Q4 2025 Earnings Call Transcript February 26, 2026Nuveen Churchill Direct Lending Corp. beats earnings expectations.

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February 27 - News, Transcripts

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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

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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

5 Countries with the Most Beautiful Women in the World

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20 Countries with the Highest Homeless Population

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12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Worst Performing Currencies of 2024

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

40 Best Places to Visit in Europe Before You Die

40 Best Places to Visit in Europe Before You Die

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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