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Insider Monkey Blog

What Makes Taiwan Semiconductor Manufacturing Company Limited (TSM) One of the Best Companies?

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter.

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May 13 - Hedge Fund Investor Letters, News

Weitz Large Cap Equity Fund Backs Ingersoll Rand (IR) on Earnings Setup

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter.

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May 13 - Hedge Fund Investor Letters, News

Weitz Large Cap Equity Fund’s Investment in HEICO Corporation (HEI) Driven by Return Potential

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter.

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May 13 - Hedge Fund Investor Letters, News

Here’s Why CoStar Group (CSGP) Slid in Q1

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter.

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May 13 - Hedge Fund Investor Letters, News

Sony Group (SONY): The Best Affordable Stock to Buy According to Wall Street Analysts

On May 11, 2026, Benchmark analyst Mike Hickey lowered the firm’s price target on Sony Group Corporation (NYSE:SONY) to 3,900 yen from 4,250 yen while maintaining a Buy rating...

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May 13 - News

Permian Resources (PR) Reports Q1 EPS

On May 6, 2026, Permian Resources Corporation (NYSE:PR) reported Q1 EPS of 5c, versus the consensus estimate of 38c.

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May 13 - News

Citi Maintains Buy Rating on Amcor (AMCR)

On May 8, 2026, Citi lowered the firm’s price target on Amcor plc (NYSE:AMCR) to $47 from $54 while maintaining a Buy rating on the shares.

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May 13 - News

Roth Capital Raises its Price Target on Coeur Mining (CDE)

On May 8, 2026, Roth Capital raised the firm’s price target on Coeur Mining, Inc. (NYSE:CDE) to $25 from $24 while maintaining a Buy rating on the shares.

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May 13 - News

BCE Inc. (BCE) Reports Q1 EPS Beat

On May 7, 2026, BCE Inc. (NYSE:BCE) reported Q1 adjusted EPS of 63c, versus the consensus estimate of 58c. Revenue totaled $6.17B, versus the consensus estimate of $6.09B.

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May 13 - News

Is Rocket (RKT) the Best Affordable Stock to Buy According to Wall Street Analysts?

On May 7, 2026, Rocket Companies, Inc. (NYSE:RKT) reported Q1 adjusted EPS of 15c, versus the consensus estimate of 12c.

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May 13 - News

Philips (PHG) Reports Q1 Adjusted EPS

On May 6, 2026, Koninklijke Philips N.V. (NYSE:PHG) reported Q1 adjusted EPS of EUR 0.23 compared to EUR 0.25 last year.

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May 13 - News

RBC Capital Raises its Price Target on Cenovus Energy (CVE)

On May 7, 2026, RBC Capital raised the firm’s price target on Cenovus Energy Inc. (NYSE:CVE) to C$45 from C$42 while maintaining an Outperform rating.

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May 13 - News

Raymond James Raises its Price Target on Energy Transfer (ET)

On May 6, 2026, Raymond James analyst Justin Jenkins raised the firm’s price target on Energy Transfer LP (NYSE:ET) to $26 from $25 while maintaining a Strong Buy rating.

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May 13 - News

Grupo Santander Upgrades Equinor (EQNR) to Outperform

On May 11, 2026, Grupo Santander analyst Alejandro Vigil upgraded Equinor ASA (NYSE:EQNR) to Outperform from Neutral with a NOK 415 price target.

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May 13 - News

What Makes ASML Holding N.V. (ASML) a Strong Bet?

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter.

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May 13 - Hedge Fund Investor Letters, News

Strong Industry Outlook Drives Weitz Large Cap Equity Fund’s Investment in NVIDIA (NVDA)

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter.

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May 13 - Hedge Fund Investor Letters, News

Weitz Investment Management Large Cap Equity Fund’s Q1 2026 Investor Letter

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter.

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May 13 - Hedge Fund Investor Letters, News

Here’s Why Jensen Quality Mid Cap Fund Sold Lululemon athletica (LULU)

Jensen Investment Management, an asset management company based in the US, released its first-quarter 2025 investor letter for the “Jensen Quality Mid Cap Fund”. A copy of...

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May 13 - Hedge Fund Investor Letters, News

Jim Cramer on Amphenol: “I Thought It Was Never Going to Come In”

Amphenol Corporation (NYSE:APH) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher.

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May 13 - News

Jensen Quality Mid Cap Fund Sold ON Semiconductor Corporation (ON) Due to Continued Weak Results

Jensen Investment Management, an asset management company based in the US, released its first-quarter 2025 investor letter for the “Jensen Quality Mid Cap Fund”. A copy of...

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May 13 - Hedge Fund Investor Letters, News

Jim Cramer Highlights Micron As He Shows Bullish Sentiment Toward Memory and Storage

Micron Technology, Inc.

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May 13 - News

Genpact Limited (G) Caught Up in AI Disintermediation Fears

Jensen Investment Management, an asset management company based in the US, released its first-quarter 2025 investor letter for the “Jensen Quality Mid Cap Fund”. A copy of...

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May 13 - Hedge Fund Investor Letters, News

Why Hedge Funds Are Quietly Watching Southeast Asia’s E-Wallet Boom

Southeast Asia will move more than $1.1 trillion in digital payment gross transaction value this year.

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May 13 - Business, News

Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Q1 2026 Earnings Call Transcript

Operator: Hello, everyone. Thank you for joining us, and welcome to Ligand's First Quarter 2026 Earnings Call.

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May 13 - News, Transcripts

SPAR Group, Inc. (NASDAQ:SGRP) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the SPAR Group First Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please note this event is being recorded.

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May 13 - News, Transcripts

Dr. Reddy’s Laboratories Limited (NYSE:RDY) Q4 2026 Earnings Call Transcript

Aishwarya Sitharam: Good day, everyone and welcome to the Quarter 4 and Full Year FY '26 Earnings Call of Dr. Reddy's Laboratories Limited.

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May 13 - News, Transcripts

NeurAxis, Inc. (AMEX:NRXS) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the NeurAxis First Quarter Fiscal Year 2026 Financial Results Conference Call.

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May 13 - News, Transcripts

Harvard Bioscience, Inc. (NASDAQ:HBIO) Q1 2026 Earnings Call Transcript

Harvard Bioscience, Inc. (NASDAQ:HBIO) Q1 2026 Earnings Call Transcript May 12, 2026Harvard Bioscience, Inc. beats earnings expectations.

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May 13 - News, Transcripts

Lineage Cell Therapeutics, Inc. (AMEX:LCTX) Q1 2026 Earnings Call Transcript

Lineage Cell Therapeutics, Inc. (AMEX:LCTX) Q1 2026 Earnings Call Transcript May 12, 2026Lineage Cell Therapeutics, Inc. misses on earnings expectations.

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May 13 - News, Transcripts

Vodafone Group Public Limited Company (NASDAQ:VOD) Q4 2026 Earnings Call Transcript

Margherita Della Valle: Good morning, everyone, and thank you for joining us.

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May 13 - News, Transcripts

Sea Limited (NYSE:SE) Q1 2026 Earnings Call Transcript

Operator: Good morning, and good evening to all, and welcome to the Sea Limited First Quarter 2026 Results Conference Call.

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May 13 - News, Transcripts

Intelligent Protection Management Corp. (NASDAQ:IPM) Q1 2026 Earnings Call Transcript

Intelligent Protection Management Corp. (NASDAQ:IPM) Q1 2026 Earnings Call Transcript May 12, 2026Intelligent Protection Management Corp. misses on earnings expectations.

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May 13 - News, Transcripts

Capricor Therapeutics, Inc. (NASDAQ:CAPR) Q1 2026 Earnings Call Transcript

Capricor Therapeutics, Inc. (NASDAQ:CAPR) Q1 2026 Earnings Call Transcript May 12, 2026Capricor Therapeutics, Inc. misses on earnings expectations.

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May 13 - News, Transcripts

Ampco-Pittsburgh Corporation (NYSE:AP) Q1 2026 Earnings Call Transcript

Ampco-Pittsburgh Corporation (NYSE:AP) Q1 2026 Earnings Call Transcript May 12, 2026Ampco-Pittsburgh Corporation misses on earnings expectations.

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May 13 - News, Transcripts

Under Armour, Inc. (NYSE:UA) Q4 2026 Earnings Call Transcript

Under Armour, Inc. (NYSE:UA) Q4 2026 Earnings Call Transcript May 12, 2026Under Armour, Inc. misses on earnings expectations.

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May 13 - News, Transcripts

Public Policy Holding Company, Inc. Common Stock (NASDAQ:PPHC) Q1 2026 Earnings Call Transcript

Public Policy Holding Company, Inc. Common Stock (NASDAQ:PPHC) Q1 2026 Earnings Call Transcript May 12, 2026Public Policy Holding Company, Inc.

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May 13 - News, Transcripts

OptimizeRx Corporation (NASDAQ:OPRX) Q1 2026 Earnings Call Transcript

OptimizeRx Corporation (NASDAQ:OPRX) Q1 2026 Earnings Call Transcript May 12, 2026OptimizeRx Corporation beats earnings expectations.

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May 13 - News, Transcripts

On Holding AG (NYSE:ONON) Q1 2026 Earnings Call Transcript

Operator: Hello. My name is Ellie, and I will be your operator for today. Welcome to the On Holding AG First Quarter 2026 Results Call.

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May 13 - News, Transcripts

SFL Corporation Ltd. (NYSE:SFL) Q1 2026 Earnings Call Transcript

SFL Corporation Ltd. (NYSE:SFL) Q1 2026 Earnings Call Transcript May 12, 2026SFL Corporation Ltd. beats earnings expectations.

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May 13 - News, Transcripts

GrowGeneration Corp. (NASDAQ:GRWG) Q1 2026 Earnings Call Transcript

GrowGeneration Corp. (NASDAQ:GRWG) Q1 2026 Earnings Call Transcript May 12, 2026GrowGeneration Corp. beats earnings expectations.

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May 13 - News, Transcripts

Nyxoah S.A. (NASDAQ:NYXH) Q1 2026 Earnings Call Transcript

Operator: Good day. And thank you for standing by. Welcome to the Nyxoah First Quarter 26 Earnings Conference Call. At this time, all participants are in a listen only mode.

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May 13 - News, Transcripts

TON Strategy Co. (NASDAQ:TONX) Q1 2026 Earnings Call Transcript

Operator: Good morning, and welcome to TON Strategy Company's First Quarter 26 Earnings Conference Call.

Keep Reading →

May 13 - News, Transcripts

Hyperfine, Inc. (NASDAQ:HYPR) Q1 2026 Earnings Call Transcript

Hyperfine, Inc. (NASDAQ:HYPR) Q1 2026 Earnings Call Transcript May 12, 2026Hyperfine, Inc. reports earnings inline with expectations.

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May 13 - News, Transcripts

Atea Pharmaceuticals, Inc. (NASDAQ:AVIR) Q1 2026 Earnings Call Transcript

Atea Pharmaceuticals, Inc. (NASDAQ:AVIR) Q1 2026 Earnings Call Transcript May 12, 2026Atea Pharmaceuticals, Inc. beats earnings expectations.

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May 13 - News, Transcripts

Cardinal Infrastructure Group Inc. Class A Common Stock (NASDAQ:CDNL) Q1 2026 Earnings Call Transcript

Cardinal Infrastructure Group Inc. Class A Common Stock (NASDAQ:CDNL) Q1 2026 Earnings Call Transcript May 12, 2026Cardinal Infrastructure Group Inc.

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May 13 - News, Transcripts

Acumen Pharmaceuticals, Inc. (NASDAQ:ABOS) Q1 2026 Earnings Call Transcript

Acumen Pharmaceuticals, Inc. (NASDAQ:ABOS) Q1 2026 Earnings Call Transcript May 12, 2026Acumen Pharmaceuticals, Inc. beats earnings expectations.

Keep Reading →

May 13 - News, Transcripts

Venture Global, Inc. (NYSE:VG) Q1 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the Venture Global, Inc.'s First Quarter 2026 Earnings Call.

Keep Reading →

May 13 - News, Transcripts

Sleep Number Corporation (NASDAQ:SNBR) Q1 2026 Earnings Call Transcript

Sleep Number Corporation (NASDAQ:SNBR) Q1 2026 Earnings Call Transcript May 12, 2026Sleep Number Corporation misses on earnings expectations.

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May 13 - News, Transcripts

Imunon, Inc. (NASDAQ:IMNN) Q1 2026 Earnings Call Transcript

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

Keep Reading →

May 13 - News, Transcripts

IceCure Medical Ltd (NASDAQ:ICCM) Q1 2026 Earnings Call Transcript

IceCure Medical Ltd (NASDAQ:ICCM) Q1 2026 Earnings Call Transcript May 12, 2026IceCure Medical Ltd misses on earnings expectations.

Keep Reading →

May 13 - News, Transcripts

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