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Insider Monkey Blog

FactSet Research Systems (FDS) Bought by Ariel Appreciation Fund Amid AI Concerns

Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 10 - Hedge Fund Investor Letters

Omnicom Group (OMC) Acquires Interpublic Group as Ariel Fund Backs Combined Advertising Giant

Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 10 - Hedge Fund Investor Letters

STARTRADER Supports UAE Labor Communities with Ramadan Iftar Initiative

STARTRADER reaffirmed its commitment to giving back to society during Ramadan through an Iftar meal distribution initiative near Al Anbiya Masjid in Al Quoz 4.

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March 10 - Press Releases

Hola Prime Reinforces Its Trader-First Approach With The Zero Payout Denials Policy

Hola Prime rolled out the Zero Payout Denials Policy on 10th October 2025.

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March 10 - Press Releases

Aura Minerals Inc. (AUGO) Reports Record Gold Production Despite Q4 Earnings Miss

On February 27, Aura Minerals Inc.

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March 10 - News

SSR Mining Inc. (SSRM) Upgraded by BMO After $1.5B Çöpler Mine Sale

On March 5, BMO Capital raised SSR Mining Inc. (NASDAQ:SSRM) to Outperform from Market Perform, boosting its price target to C$41 from C$27.

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March 10 - News

William Blair Says MP Materials Corp. (MP) Key to US Rare Earth Independence

William Blair reaffirmed its Outperform rating on MP Materials Corp.

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March 10 - News

Royal Gold, Inc. (RGLD) CEO Highlights Strong Results at Raymond James Conference

On March 3, Royal Gold, Inc.

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March 10 - News

S&P Global Upgrades Hudbay Minerals Inc. (HBM) to BB- on Strong Cash Flow

On February 26, S&P Global Ratings boosted Hudbay Minerals Inc.

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March 10 - News

Nexa Resources S.A. (NEXA) Earnings Beat Estimates on Strong Zinc Prices

Nexa Resources S.A.

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March 10 - News

H.C. Wainwright Raises First Majestic Silver Corp. (AG) Price Target After Strong Quarter

On February 20, H.C. Wainwright boosted its price target for First Majestic Silver Corp.

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March 10 - News

Truist Says Lithium Demand Could Drive Albemarle Corporation (ALB) Growth

On March 4, Truist Securities reaffirmed its Buy rating on Albemarle Corporation (NYSE:ALB) and set a price target of $210.

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March 10 - News

Is Agnico Eagle Mines Limited (AEM) One of the Best Mineral Stocks to Invest In?

On March 5, Erste Group elevated Agnico Eagle Mines Limited (NYSE:AEM) to Buy from Hold, noting rising gold demand and prices as significant factors supporting the company's growth...

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March 10 - News

JPMorgan Predicts Strong Production Growth for Newmont Corporation (NEM) Through 2029

On March 4, JPMorgan began coverage of Newmont Corporation (NYSE:NEM) with an Overweight rating along with a price target of A$226, up from A$201.

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March 10 - News

Freeport-McMoRan Inc. (FCX) Upgraded to Buy as Copper Outlook Improves

On February 20, Freedom Capital Markets raised Freeport-McMoRan Inc. (NYSE:FCX) from Hold to Buy and boosted its price target to $76 from $47.

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March 10 - News

Weak Overall Sentiment on Figma, Inc. (FIG) Amid Weak Industry Momentum

Figma, Inc.'s (NYSE:FIG) shares have fallen more than 60% since its IPO in July 2025. This value is roughly twice the 30% decrease in the applications industry as a whole.

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March 10 - News

Should You Invest in Winnebago Industries (WGO)?

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for...

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March 10 - Hedge Fund Investor Letters, News

Adient plc (ADNT) Fell Due to Weaker Guidance

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for...

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March 10 - Hedge Fund Investor Letters, News

Temporary ERP Implementation Issues Weighed on Resideo Technologies (REZI) in Q4

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for...

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March 10 - Hedge Fund Investor Letters, News

Pzena Global Small Cap Focused Value Strategy Maintains Its Confidence in Advance Auto Parts (AAP)

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for...

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March 10 - Hedge Fund Investor Letters, News

Pzena Global Small Cap Focused Value Strategy’s Q4 2025 Investor Letter

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” Robust earnings and improved investor...

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March 10 - Hedge Fund Investor Letters, News

Will Spotify (SPOT) be Able to Deliver More Than 20% Annual Free Cash Flow Growth?

Polen Capital, an investment management company, released its fourth-quarter 2025 investor letter for “Polen Global Growth Strategy”.

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March 10 - Hedge Fund Investor Letters, News

Here’s Why Polen Global Growth Strategy Sold Its Stake in Willis Towers Watson Public Limited Company (WTW)

Polen Capital, an investment management company, released its fourth-quarter 2025 investor letter for “Polen Global Growth Strategy”.

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March 10 - Hedge Fund Investor Letters, News

Polen Global Growth Strategy Sold ICON plc (ICLR) Due to Short-Term Growth Challenges

Polen Capital, an investment management company, released its fourth-quarter 2025 investor letter for “Polen Global Growth Strategy”.

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March 10 - Hedge Fund Investor Letters, News

Polen Global Growth Strategy’s Q4 2025 Investor Letter

Polen Capital, an investment management company, released its fourth-quarter 2025 investor letter for “Polen Global Growth Strategy”.

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March 10 - Hedge Fund Investor Letters, News

Collegium Pharmaceutical (COLL) Surged Following Record Quarterly Results

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 10 - Hedge Fund Investor Letters, News

What Makes Flagstar Bank, National Association (FLG) a Good Investment?

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 10 - Hedge Fund Investor Letters, News

Intel Corporation (INTC) and Infosys Expand Strategic AI Infrastructure Partnership

On March 3, Intel Corporation (NASDAQ:INTC) and Infosys announced the next phase of their strategic collaboration aimed at helping enterprises transition artificial intelligence...

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March 10 - News

TD Cowen Raises Warner Bros. Discovery, Inc. (WBD) Price Target to $26

On February 27, Warner Bros. Discovery, Inc.

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March 10 - News

UBS Raises Kenvue Inc. (KVUE) Price Target to $19 After Strong Q4 Results

On February 18, UBS raised the firm’s price target on Kenvue Inc.

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March 10 - News

Morgan Stanley Raises Nu Holdings Ltd. (NU) Price Target to $21

On March 2, Morgan Stanley analyst Jorge Kuri raised the firm’s price target on Nu Holdings Ltd.

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March 10 - News

MARA Holdings, Inc. (MARA) Target Lowered to $9 at Clear Street Amid Mining Challenges

On March 4, Clear Street lowered the firm’s price target on MARA Holdings, Inc. (NASDAQ:MARA) to $9 from $16 while maintaining a Hold rating.

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March 10 - News

Needham Lowers Archer Aviation Inc. (ACHR) Price Target to $9

On March 3, Needham & Company lowered the firm’s price target on Archer Aviation Inc.

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March 10 - News

B2Gold Corp. (BTG) Names Mike Cinnamond as Incoming CEO

On February 23, B2Gold Corp.

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March 10 - News

Denison Mines Corp. (DNN) Price Target Raised to C$7 at Desjardins

On February 27, Desjardins analyst Bryce Adams raised the firm’s price target on Denison Mines Corp.

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March 10 - News

Cantor Fitzgerald Lowers BigBear.ai Holdings, Inc. (BBAI) Price Target to $5

On March 3, Cantor Fitzgerald lowered the firm’s price target on BigBear.ai Holdings, Inc.

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March 10 - News

BMO Lowers Plug Power Inc. (PLUG) Price Target to $1

On March 3, BMO Capital Markets lowered the firm’s price target on Plug Power Inc.

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March 10 - News

Mobix Labs, Inc. (MOBX) Wins Defense Contract for Tomahawk Missile Components

On March 3, Mobix Labs, Inc. (NASDAQ:MOBX) announced that it had received a significant production purchase order for components used in the U.S.

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March 10 - News

Hyperscale Data, Inc. (GPUS) Plans Strategic Silver Reserve Program

On February 18, Hyperscale Data, Inc.

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March 10 - News

Strong Results Lifted Kaiser Aluminum Corporation (KALU) in Q4

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 10 - Hedge Fund Investor Letters, News

UMB Financial Corporation (UMBF) Established an Excellent Financial Stewardship

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 10 - Hedge Fund Investor Letters, News

Third Avenue Small-Cap Value Fund’s Q4 2025 Investor Letter

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund." In the quarter...

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March 10 - Hedge Fund Investor Letters, News

Amprius Technologies (AMPX) Reports Earnings & Sees Analyst Coverage

Investment firm B. Riley raised Amprius Technologies Inc. (NYSE:AMPX)’s share price target to $22 from $16 and kept a Buy rating on the shares on March 9th.

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March 10 - News

Energizer (ENR) Under Focus Of Analysts After Earnings Report

Banking giant Morgan Stanley raised battery firm Energizer Holdings, Inc. (NYSE:ENR)’s share price target on February 9th.

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March 10 - News

QuantumScape (QS)’s Pilot Product Draws Analyst Attention

Evercore ISI discussed solid-state battery firm QuantumScape Corporation (NASDAQ:QS)’s shares in late February.

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March 10 - News

Electrovaya (ELVA)’s Shareholder Meeting Sees Key Resolution Approvals

At its latest shareholder meeting, Electrovaya Inc. (NASDAQ:ELVA)’s shareholders approved all six directors named by management in an information circular.

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March 10 - News

Stem, Inc. (STEM) Narrows Net Loss In Latest Earnings

Stem, Inc. (NYSE:STEM) reported its fourth quarter earnings on March 4th.

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March 10 - News

Here’s What Propelled Warrior Met Coal (HCC) Shares in Q4

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Value Fund” fourth-quarter 2025 investor letter.

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March 10 - Hedge Fund Investor Letters, News

Eos Energy (EOS) Price Target Cut Following Earnings

We recently published 9 Best Battery Stocks to Buy Before They Explode. Eos Energy Enterprises, Inc.

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March 10 - News

ESS Tech (GWH) Draws Analyst Attention Following Earnings

ESS Tech, Inc. (NYSE:GWH)’s share price target was cut to $2.5 from $3.5 by Roth Capital on March 6th.

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March 10 - News

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