Applied Digital (APLD) Soars 14.6% on AI Surge
Applied Digital rallied for a second day on Friday, surging 14.64 percent to close at $28.11 apiece as investors poured funds back into artificial intelligence players despite...
Insider Monkey Blog
Here is Why Glacier Bancorp (GBCI) is Favored by Hedge Funds
On December 18, Piper Sandler analyst Matthew Clark upgraded his rating on Glacier Bancorp (NYSE:GBCI) to Buy from Neutral.
Efficient Capital Deployment Leads to Bullish Sentiment Towards HA Sustainable Infrastructure Capital (HASI)
On December 16, HA Sustainable Infrastructure Capital (NYSE:HASI) announced a $500 million additional capital commitment towards CarbonCount Holdings 1 (CCH1), a co-investment...
Why are Hedge Funds Keen on Cvb Financial (CVBF)
After a drop of more than 11% during 2025, Cvb Financial Corporation (NASDAQ:CVBF) still has a consensus upside estimate of around 27%, as of December 30.
Walker & Dunlop (WD) Positioned to Benefit from Commercial Real Estate Outlook
On December 14, Keefe Bruyette analyst Jade Rahmani reaffirmed his bullish rating for Walker & Dunlop (NYSE:WD).
Here is Why XP Inc. (XP) is Favored by Hedge Funds
On December 12, Bank of America analyst Mario Pierry assigned a Hold rating to XP Inc. (NASDAQ:XP), with a price target of $22, according to TipRanks.
Subscription-Based Offerings to Drive the Rally for Sezzle (SEZL)
On December 23, Northland Securities analyst Michael Grondahl reaffirmed his bullish view on Sezzle Inc. (NASDAQ:SEZL).
What Makes GooseHead Insurance (GSHD) Attractive
On December 1, Jefferies analyst Andrew Andersen initiated coverage on GooseHead Insurance (NASDAQ:GSHD) with a Buy rating.
Here is Why Eastern Bankshares (EBC) is Favored by Hedge Funds
Eastern Bankshares (NASDAQ:EBC) has returned almost 8% so far in 2025, and the consensus 1-year median price target is $21.33, implying more than 15% upside as of the December...
Full-Year Earnings Guidance Sparks Optimism for Slide Insurance (SLDE)
On December 16, management shared its fourth-quarter projections, with gross written premiums expected between $590 million and $600 million.
Strong Earnings Backdrop Leads to Positive Outlook for WesBanco (WSBC)
On December 17, Piper Sandler analyst Manuel Navas initiated coverage of WesBanco Inc. (NASDAQ:WSBC). The analyst assigned a Buy rating with more than 25% upside potential.
Strategic Acquisition to Fuel Growth Prospects for Skyward Specialty Insurance (SKWD)
Klauber’s rating is based on the company’s recent 2026 guidance, where they shared plans to finalize their strategic acquisition of Apollo Group Holdings for $555 million.
Here is Why Hedge Funds Favor LendingClub (LC)
JPMorgan analyst Reginald Smith reaffirmed his stance on LendingClub Corporation (NYSE:LC) on December 4.
Western Alliance (WAL) Makes Up for an Interesting Investment Case
On December 19, Jared Shaw from Barclays reaffirmed his stance on Western Alliance Bancorporation (NYSE:WAL) with a Buy rating.
First American Financial (FAF) to Benefit From Mortgage Insurance Growth
Bose George from Keefe Bruyette reaffirmed his bullish stance on First American Financial Corporation (NYSE:FAF) on December 18.
Here is Why Equitable Holdings (EQH) is Hedge Funds’ Most Favored Financial Pure Play
On December 16, Mizuho Securities analyst Yaron Kinar initiated his coverage on Equitable Holdings (NYSE:EQH) with a bullish rating.
10 Stocks Powering Into 2026 With Explosive Gains
Ten stocks kicked off the first trading day of the year soaring by double digits, tracking the rally in AI stocks and beneficiary industries, namely energy and high-performance...
Cloud Spending and AI Workloads Push Western Digital (WDC) Higher
According to a report by CNBC, Morgan Stanley analyst Erik Woodring sees several near-term catalysts lining up for Western Digital Corporation (NASDAQ:WDC).
Micron’s (MU) 2026 Outlook Strengthens as Memory Pricing Improves
Micron Technology, Inc. (NASDAQ:MU) operates in a corner of the tech market that rarely gets the spotlight.
Raymond James Boosts Newmont (NEM) Target, Keeps Outperform Rating
On December 29, Raymond James raised its price target on Newmont Corporation (NYSE:NEM) to $111 from $99 and kept an Outperform rating.
Electrical and Data Center Demand Power Comfort Systems’ (FIX) Standout Quarter
Comfort Systems USA, Inc. (NYSE:FIX)'s third quarter stood out in a way that is hard to miss. Same-store revenue rose 33%. Margins moved higher.
Tapestry (TPR) Emerges as a Leading Idea in Telsey’s 2026 Outlook
On December 17, Telsey Advisory raised its price target on Tapestry, Inc. (NYSE:TPR) to $150 from $125 and kept an Outperform rating.
Strong AI Tailwinds Lift KLAC Despite Ongoing China Export Risks
KLA Corporation (NASDAQ:KLAC) is up nearly 97% since the start of 2025. Analyst sentiment has followed that move.
Morgan Stanley Keeps Neutral Stance on Corning (GLW) Despite Optical Upside
Marshall said the AI trade broadened beyond semiconductor names in 2025, lifting infrastructure companies, especially those tied to optical technology.
Jefferies Backs Howmet (HWM) Acquisition, Sees EPS Lift into 2026
On December 22, Jefferies analyst Sheila Kahyaoglu said Howmet Aerospace Inc.
Wells Fargo Keeps Neutral Stance on Dollar General (DG) Amid Diverging Retail Trends
On December 19, Wells Fargo raised its price target on Dollar General Corporation (NYSE:DG) to $125 from $115 and kept an Equal Weight rating.
JPMorgan Names CVS a Top Pick as Turnaround Gains Traction
The stock dropped 43% in 2024, then swung the other way with an 80.5% gain this year. Even after that run, Wall Street still sees room to move.
Data Center Growth Lifts NRG’s Texas Outlook and 2026 Profit Targets
NRG Energy, Inc. (NYSE:NRG) is well-positioned to capture rising electricity demand in Texas.
RBC Sees Improving Lithium Fundamentals Lifting Albemarle (ALB) Outlook
On December 18, RBC Capital raised its price target on Albemarle Corporation (NYSE:ALB) to $159 from $120 and kept an Outperform rating.
JPMorgan Backs Citigroup (C) as Russia Sale Lifts Capital Ratio
On December 30, JPMorgan kept an Overweight rating on Citigroup Inc. (NYSE:C) after the bank said it plans to sell its remaining operations in Russia.
BofA Stays Bullish on Jabil (JBL) as FY26 Outlook Exceeds Expectations
On December 18, BofA raised its price target on Jabil Inc. (NYSE:JBL) to $265 from $262 and kept a Buy rating on the stock.
Caterpillar (CAT) Finds a New Growth Engine in Data Center Power Demand
Power-hungry AI projects have turned into a clear tailwind for Caterpillar Inc. (NYSE:CAT).
B. Riley Raises Target on Applied Materials (AMAT) on HBM and DRAM Capex Upside
On December 18, B. Riley raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $305 from $270 and kept a Buy rating on the stock.
Mizuho Sees Improving Margins Supporting HCA Healthcare into 2026
Mizuho lifted its price target on HCA Healthcare, Inc.
JPMorgan Sees Clearer Growth Path for RTX Heading into 2026
On December 19, JPMorgan analyst Seth Seifman raised the firm’s price target on RTX Corporation (NYSE:RTX) to $200 from $195 and kept an Overweight rating on the shares as part...
Cardinal Health (CAH) Repositions for Growth with Specialty and Services
Cardinal Health, Inc. (NYSE:CAH)’s market-beating performance reflects a business that has changed direction and executed well.
C.H. Robinson (CHRW) Gets Target Lift as Stifel Backs High-Quality Transport Names
On December 16, Stifel analyst J. Bruce Chan raised the firm’s price target on C.H. Robinson Worldwide, Inc.
Truist Sees Long-Term Upside for Home Depot (HD) Amid Tight Housing Supply
On December 17, Truist raised its price target on The Home Depot, Inc. (NYSE:HD) to $390 from $375 and kept a Buy rating.
Consumption Growth Uncertainty Shapes BofA’s Updated View on P&G
On December 19, BofA lowered its price target on The Procter & Gamble Company (NYSE:PG) to $170 from $175 and kept a Buy rating on the shares.
Barclays Sees Renewed Investor Interest in Honeywell (HON) into Spring 2026
On December 24, Barclays analyst Julian Mitchell lowered the firm’s price target on Honeywell International Inc.
PepsiCo (PEP) Gets Price Target Bump, but BofA Remains Cautious on Staples
On December 19, BofA analyst Peter Galbo raised the firm’s price target on PepsiCo, Inc. (NASDAQ:PEP) to $164 from $155 and kept a Neutral rating on the shares.
Keefe Bruyette Refreshes Fifth Third (FITB) Outlook Following Recent Meetings
On December 17, Keefe Bruyette raised its price target on Fifth Third Bancorp (NASDAQ:FITB) to $53 from $50 and kept a Market Perform rating on the shares.
Piper Sandler Maintains Neutral View on Sysco (SYY) Despite Demand Pressures
On December 12, Piper Sandler lowered its price target on Sysco Corporation (NYSE:SYY) to $80 from $81 and kept a Neutral rating on the shares.
Utilities Enter ‘Execution and Defense’ Phase as Barclays Lowers AWK Target
On December 17, Barclays analyst Nicholas Campanella lowered the firm’s price target on American Water Works Company, Inc.
RBC Sees Durable Growth Profile at Becton Dickinson (BDX), Raises Target
On December 17, RBC Capital raised its price target on Becton, Dickinson and Company (NYSE:BDX) to $210 from $202 and kept a Sector Perform rating on the shares.
Stanley Black & Decker (SWK) Target Lifted as Baird Revises Model Post-Divestiture
On December 23, Baird analyst Timothy Wojs raised the firm’s price target on Stanley Black & Decker, Inc. (NYSE:SWK) to $85 from $75 and kept a Neutral rating on the shares.
Regulatory Delays and Weakening Margins Weigh on Morgan Stanley’s ADM Outlook
On December 16, Morgan Stanley analyst Steven Haynes downgraded Archer-Daniels-Midland Company (NYSE:ADM) to Underweight from Equal Weight and cut the price target to $50 from...
Natural Gas Demand Shift Supports JPMorgan’s Higher Target for National Fuel Gas (NFG)
On December 8, JPMorgan analyst Zach Parham raised the firm’s price target on National Fuel Gas Company (NYSE:NFG) to $96 from $95 and kept a Neutral rating on the shares.
Morgan Stanley Lifts Realty Income (O) Price Target on Revised AFFO Outlook
On December 24, Morgan Stanley raised its price target on Realty Income Corporation (NYSE:O) to $65 from $62 and kept an Equal Weight rating on the shares.
Goldman Sees Growth Catalyst for Altria Group, Inc. (MO) After FDA Approval of on! PLUS
TheFly reported on December 22 that Goldman Sachs analyst Bonnie Herzog highlighted a key positive catalyst for MO following regulatory progress in its modern oral nicotine portfolio...
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