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Insider Monkey Blog

Allegiant Travel (ALGT) Rose on Strong Demand Trends

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Increased Optimism Lifted Triumph Financial (TFIN) in Q4

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Wasatch Global Investors Small-Cap Growth Strategy’s Q4 2025 Letter

Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q4 2025 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Sands Capital Technology Innovators Fund’s Q4 2025 Letter

Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund".

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February 5 - Hedge Fund Investor Letters, News

12 Most Undervalued Travel Stocks To Buy According To Hedge Funds

Stephen Parker, JPMorgan Private Bank co-head of global investment strategy, appeared on CNBC’s 'Squawk Box' on February 4 to talk about the latest market trends and outlook...

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February 5 - Hedge Funds, News

15 Stocks That Should Double by 2030

On January 27, Sherry Paul, Morgan Stanley senior portfolio manager, joined CNBC's 'Closing Bell' to discuss the state of equity markets and whether more volatility is ahead.

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February 5 - Hedge Funds, News

Old Dominion (ODFL) Climbs 9.89% as Morgan Stanley Hikes PT

Old Dominion extended its winning streak to a fourth consecutive day on Wednesday, jumping 9.89 percent to close at $208.54 apiece after receiving a 10 percent price target upgrade...

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February 5 - News

Graphic Packaging (GPK) Soars 10.3% on Bargain-Hunting

Graphic Packaging bounced back by 10.31 percent on Wednesday to close at $13.70 apiece as investors appeared to have hunted for bargains after falling to a level that left the...

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February 5 - News

Eli Lilly (LLY) Skyrockets as Profits Soar 95%

Eli Lilly soared by 10.33 percent on Wednesday to close at $1,107.12 apiece after profits last year nearly doubled on the back of strong sales from Zepbound and Mounjaro, alongside...

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February 5 - News

Fortive (FTV) Grows 10.6% on Earnings Blowout

Industrial technology firm Fortive Corp.

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February 5 - News

Olin (OLIN) Climbs 11% on Strong Sales

In the fourth quarter alone, sales finished flat at $1.6 billion, while attributable net loss stood at $85.7 million, reversing an attributable net income of $10.7 million in ...

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February 5 - News

Sunrun (RUN) Soars 12% as Firm Hints at Strong 2025, Customer Base Expands 430%

Sunrun rallied for a second day on Wednesday, jumping 12.24 percent to close at $20.73 apiece as investor sentiment was boosted by hints of a strong 2025 following news that it...

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February 5 - News

SolarEdge (SEDG) Climbs 13% as Peers Post Strong Earnings

SolarEdge Technologies soared by 13.14 percent on Wednesday to close at $35.04 apiece as investors loaded portfolios ahead of its earnings outcome, with optimism helped by a counterpart...

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February 5 - News

Super Micro (SMCI) Gets 13% Boost as Sales, Outlook Soar

Super Micro soared by 13.14 percent on Wednesday to finish at $35.04 apiece, as investor sentiment was fueled by a strong earnings performance in the second quarter of fiscal ...

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February 5 - News

Enphase (ENPH) Jumps 38.6% on Strong Profits

During the period, Enphase Energy Inc.

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February 5 - News

Silicon Laboratories (SLAB) Touches 4-Year High on $7.5-Billion Merger

In a statement, Texas Instruments said that it signed a definitive agreement with Silicon Laboratories Inc.

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February 5 - News

Amazon.com (AMZN) Set to Report Earnings as UBS Raises Price Target on AWS Outlook

Amazon.com, Inc.

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February 5 - News

Microsoft (MSFT) Maintains Strong AI Positioning Amid Hyperscaler Focus

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Piper Sandler analyst Billy Fitzsimmons reiterated an Overweight rating...

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February 5 - News

Meta Platforms (META) Reports Strong Quarterly Results on Advertising Momentum

Meta Platforms, Inc.

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February 5 - News

Analyst Sticks with Nvidia (NVDA) as AI Valuation Gap Widens

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Morgan Stanley reiterated Nvidia and Broadcom as “Overweight.” The firm...

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February 5 - News

Alphabet (GOOGL) Execution Across AI, Ads, and Cloud Lifts Bernstein Outlook

Alphabet Inc.

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February 5 - News

Evercore ISI Stays Outperform on Apple (AAPL), Keeps $330 Target

Apple Inc.

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February 5 - News

Scotiabank Cuts Oracle (ORCL) Target to $220, Keeps Sector Outperform

Oracle Corporation (NYSE:ORCL) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Scotiabank analyst Pat Colville lowered the price target on the stock $220 (...

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February 5 - News

Why Piper Sandler Says Google’s Project Genie Isn’t a Threat to AppLovin (APP)

AppLovin Corporation (NASDAQ:APP) is one of the 10 Buzzing AI Stocks on Market Radar. On February 2, Piper Sandler analyst James Callahan reiterated an Overweight rating on the...

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February 5 - News

Deutsche Bank Raises Palantir (PLTR) Target to $200, Keeps Hold on Valuation Concerns

Palantir Technologies Inc.

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February 5 - News

Benchmark Reiterates Hold on Marvell (MRVL) After Celestial AI Deal

Marvell Technology, Inc.

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February 5 - News

The Hain Celestial Group (HAIN) Announces Definite Agreement for the Sale of its North American Snacks Business

The Hain Celestial Group, Inc. (NASDAQ:HAIN) is one of the best confectionery, cookie, and snack stocks to buy. On February 2, The Hain Celestial Group, Inc.

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February 5 - News

Here’s What Analysts Think About UTZ Brands (UTZ)

UTZ Brands, Inc. (NYSE:UTZ) is one of the best confectionery, cookie, and snack stocks to buy. UTZ Brands, Inc.

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February 5 - News

What Do Analysts Think About Simply Good Foods Company (SMPL)?

Simply Good Foods Company (NASDAQ:SMPL) is one of the best confectionery, cookie, and snack stocks to buy.

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February 5 - News

Where is The Campbell’s Company (CPB) Headed According to the Street?

The Campbell’s Company (NASDAQ:CPB) is one of the best confectionery, cookie, and snack stocks to buy. Barclays and UBS maintained a Sell rating on The Campbell’s Company...

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February 5 - News

Here’s What Analysts Are Saying About The J.M. Smucker Company (SJM)

The J.M. Smucker Company (NYSE:SJM) is one of the best confectionery, cookie, and snack stocks to buy. The J.M.

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February 5 - News

Stifel Cuts PT on BellRing Brands (BRBR) to $34 From $50

BellRing Brands, Inc. (NYSE:BRBR) is one of the best confectionery, cookie, and snack stocks to buy. Stifel cut the price target on BellRing Brands, Inc.

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February 5 - News

Is The Hershey Company (HSY) a Buy Before Earnings?

The Hershey Company (NYSE:HSY) is one of the best confectionery, cookie, and snack stocks to buy. The Hershey Company (NYSE:HSY) is set to release its fiscal Q4 and full-year...

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February 5 - News

Why The Kraft Heinz Company (KHC) is One of the Best Confectionery, Cookie, and Snacks Stocks to Buy

The Kraft Heinz Company (NASDAQ:KHC) is one of the best confectionery, cookie, and snack stocks to buy.

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February 5 - News

TD Cowen Lifts PT on Mondelez International (MDLZ) to $65 From $62, Maintains a Buy Rating

Mondelez International, Inc. (NASDAQ:MDLZ) is one of the best confectionery, cookie, and snack stocks to buy.

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February 5 - News

BofA Lifts PT on PepsiCo (PEP) to $173 From $164

PepsiCo, Inc. (NASDAQ:PEP) is one of the best confectionery, cookie, and snack stocks to buy. On February 4, BofA lifted the price target on PepsiCo, Inc.

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February 5 - News

Analysts Remain Bullish as B2Gold Corp. as BTG Shares Return a Remarkable 107% In One Year

Over the past one year, through February 3, B2Gold Corp. (NYSE:BTG) shares have returned a remarkable 107.50%.

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February 5 - News

Analyst Expects Newell Brands to Turnaround in 2026 Following Its New Product Line

On January 25, TheFly reported that Canaccord Genuity analyst Brian McNamara lifted the price target on Newell Brands Inc.

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February 5 - News

Coty Inc. Partners With OpenAI to Support Its Global Organizational System

On February 2, Coty Inc. (NYSE:COTY) announced its partnership with OpenAI to build on the AI firm’s fast-growing AI network.

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February 5 - News

Clarivate’s Subsidiary Redeems The Remaining 2026 Senior Secured Notes

On February 2, Clarivate Plc (NYSE:CLVT) announced that its subsidiary, Camelot Finance S.A., has redeemed the remaining aggregate principal amount of its 4.50% senior secured...

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February 5 - News

A Major Investor Reduces Stake In Ultrapar Participações While UGP Endorses AI Corporate Policy

On January 27, Ultrapar Participações reported in an SEC filing that its shareholders, Squadra Investimentos – Gestão de Recursos LTDA and its affiliate Squadra Investments...

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February 5 - News

LG Display Co. Turns Focus Toward AI Transformation, Records First Turnaround In Four Years

On January 28, LG Display Co., Ltd. (NYSE:LPL) reported its fourth quarter 2025 results.

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February 5 - News

Is Cosan S.A. (NYSE:CSAN) One of the Penny Stocks With Low Forward P/E Ratios to Look For

On February 2, Cosan S.A.

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February 5 - News

Hubbell Incorporated (HUBB): A Bull Case Theory 

We came across a bullish thesis on Hubbell Incorporated on TSCS’s Substack by Strategist and Architect. In this article, we will summarize the bulls’ thesis on HUBB.

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February 4 - News, Stock Analysis

Intel Corporation (INTC): A Bull Case Theory 

We came across a bullish thesis on Intel Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on INTC.

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February 4 - News, Stock Analysis

Reddit, Inc. (RDDT): A Bull Case Theory 

We came across a bullish thesis on Reddit, Inc. on Value investing subreddit by raytoei. In this article, we will summarize the bulls’ thesis on RDDT.

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February 4 - News, Stock Analysis

Super Micro Computer, Inc. (SMCI): A Bull Case Theory 

We came across a bullish thesis on Super Micro Computer, Inc. on Investment Edge’s Substack by David Vicuña.

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February 4 - News, Stock Analysis

Advanced Micro Devices, Inc. (AMD): A Bull Case Theory 

We came across a bullish thesis on Advanced Micro Devices, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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February 4 - News, Stock Analysis

Spotify Technology S.A. (SPOT): A Bull Case Theory 

We came across a bullish thesis on Spotify Technology S.A. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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February 4 - News, Stock Analysis

Tempus AI, Inc. (TEM): A Bull Case Theory 

We came across a bullish thesis on Tempus AI, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on TEM.

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February 4 - News, Stock Analysis

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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20 Countries with the Most Battle Tanks in the World

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10 Best Low Beta Tech Stocks to Buy According to Analysts

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10 Worst Performing Currencies of 2024

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15 States with the Best Weed in America

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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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25 Countries with the Highest Alcohol Consumption per Capita

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10 Best Gold Stocks Under $30

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10 Best Genomics Stocks To Buy Right Now

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20 Countries with the Best Economy in the World in 2024

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30 Cheapest Countries in the World in 2024

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15 Healthiest Countries in Europe

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15 Healthiest Countries In Africa

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25 Most Tropical Cities in the US

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15 Most Underrated States in the US

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15 Most Successful Celebrity Beauty Companies in the World

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Top 20 U.S. Cities with the Highest Murders in 2024

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