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Insider Monkey Blog

Barclays Trims Super Micro (SMCI) Target Despite Strong AI Server Demand

Super Micro Computer, Inc.

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February 7 - News

Baidu’s (BIDU) AI Chip Spinoff Seen as Catalyst for Shareholder Value

Baidu, Inc.

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February 7 - News

Stifel Sees Upside for Teradyne (TER) from AI and Semi Test Share Gains

Teradyne, Inc.

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February 7 - News

KeyBanc Flags Guidance Uncertainty as Key Debate around Datadog (DDOG)

Datadog, Inc.

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February 7 - News

Strong Palantir (PLTR) Results Fail to Shift RBC’s Bearish Stance

Palantir Technologies Inc.

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February 7 - News

Baird Highlights AI GPU and Server Strength at Advanced Micro Devices, Inc (AMD)

Advanced Micro Devices, Inc.

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February 7 - News

Wolfe Sees Catalyst-Rich Year Ahead for Tesla (TSLA) Despite Fundamental Concerns

Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, Wolfe Research analyst Emmanuel Rosner said that it sees a “catalyst rich” year...

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February 7 - News

UBS Maintains Neutral View as Apple (AAPL) App Store Trends Stay Solid

Apple Inc.

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February 7 - News

Broadcom (AVGO) Seen Well Positioned as AI Spending Concerns Ease

Broadcom Inc.

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February 7 - News

Nvidia’s (NVDA) Long-Term AI Trajectory Remains Intact, Wolfe Says

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks to Keep on Your Radar. On February4, Wolfe reiterated the stock as “Outperform,” urging investors to be patient...

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February 7 - News

Pepsi (PEP) Stock Is Crazy, Says Jim Cramer

Food products giant PepsiCo, Inc. (NASDAQ:PEP)’s shares are up by 15% over the past year and by 18% year-to-date. Several analysts have discussed the firm recently.

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February 7 - News

Jim Cramer Discusses Key Factor For Advanced Micro Devices (AMD)

Chip designer Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares were dealt a hefty blow earlier this week when closed down by a massive 17%.

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February 7 - News

Jim Cramer Discusses Bristol Myers’s (BMY) Cobenfy Drug

Bristol Myers Squibb Company (NYSE:BMY) is one of the largest pharmaceutical companies in the world. Its shares are up by 7.5% over the past year and by 15.4% year-to-date.

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February 7 - News

Clorox (CLX) Is Consistent, Says Jim Cramer

The Clorox Company (NYSE:CLX) is one of the most well-known household products manufacturers in America.

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February 7 - News

Colgate (CL) Is Consistent, Says Jim Cramer

Colgate-Palmolive Company (NYSE:CL) is a well-known global oral and personal care brand. Its shares are up by 10.5% over the past year and by 22% year-to-date.

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February 7 - News

Procter & Gamble (PG) Stock “Just Won’t Quit,” Says Jim Cramer

The Procter & Gamble Company (NYSE:PG) is one of the biggest consumer goods firms in the world. The shares are down by 5.8% over the past year and are up by 12% year-to-date.

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February 7 - News

Amazon’s (AMZN) Retail Will Help, Says Jim Cramer

Retail and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 15% over the past year and by 10.8% year-to-date.

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February 7 - News

Jim Cramer Makes Cryptic Remark About Arm Holdings (ARM)

Chip design firm Arm Holdings PLC (NASDAQ:ARM)’s shares are down by 30% over the past year and are up by 1.7% year-to-date.

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February 7 - News

Microsoft (MSFT) Has a Lot of Firepower, Says Jim Cramer

Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares dipped by 7% in extended trading after it reported its fiscal third-quarter earnings report.

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February 7 - News

Boeing (BA) Is One of My Favorites, Says Jim Cramer

Aerospace firm The Boeing Company (NYSE:BA)’s shares are up by 28% over the past year and by 4% year-to-date.

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February 7 - News

ConocoPhillips (COP) Gets Higher Target at Roth Capital as Cost Cuts Progress

On February 5, Roth Capital Partners increased its price objective on ConocoPhillips (NYSE:COP) to $112 from $105. It also kept a Buy rating on the stock.

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February 7 - News

Chubb Limited (CB) Gets Higher Target at Roth Capital on Strong Underwriting Results

On February 4, Roth Capital Partners raised its price objective on Chubb Limited (NYSE:CB) to $360 from $330.

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February 7 - News

Enterprise Products Partners L.P. (EPD) Gets Higher Target at Scotiabank as Guidance Tops Consensus

On February 5, Scotiabank analyst Brandon Bingham raised his price target on Enterprise Products Partners L.P. (NYSE:EPD) to $37 from $35 and kept a Sector Perform rating.

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February 7 - News

Citigroup Raises Arthur J. Gallagher & Co. (AJG) Target as UBS Maintains Neutral View

That same day, UBS trimmed its price target slightly to $283 from $285 and also kept a Neutral view on the shares.

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February 7 - News

CIBC Raises Agnico Eagle Mines Limited (AEM) Target as Gold Outlook Turns More Bullish

On February 4, CIBC lifted its price recommendation on Agnico Eagle Mines Limited (NYSE:AEM) to $296 from $231. It also kept its Outperformer rating on the stock.

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February 7 - News

Chevron Corporation (CVX) Gets Higher Target at Argus Research as Shareholder Returns Stand Out

On February 3, Argus Research raised its price objective on Chevron Corporation (NYSE:CVX) to $203 from $183.

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February 7 - News

Casey’s General Stores, Inc. (CASY) Draws Price Target Hikes From KeyBanc and RBC Capital

On January 26, KeyBanc Capital Markets raised its price recommendation on Casey's General Stores, Inc. (NASDAQ:CASY) to $680 from $650.

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February 7 - News

Truist Cuts Boston Scientific Corporation (BSX) Price Target but Maintains Buy After Earnings Pullback

On February 5, Truist lowered its price objective on Boston Scientific Corporation (NYSE:BSX) to $95 from $120. The firm maintained a Buy rating on the stock.

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February 7 - News

Strong Demand Lifts Atmos Energy Corporation (ATO) First-Quarter Profit Despite Extreme Winter Conditions

Atmos Energy Corporation (NYSE:ATO) said on February 3 that first-quarter profit increased 14.5% from the prior year, supported by steady demand across its gas distribution and...

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February 7 - News

Keefe Bruyette Upgrades Brown & Brown, Inc. (BRO) to Market Perform After Q4 Earnings

On January 29, Keefe Bruyette analyst Meyer Shields moved Brown & Brown, Inc.

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February 7 - News

Cboe Global Markets, Inc. (CBOE:CBOE) Q4 2025 Earnings Call Transcript

Cboe Global Markets, Inc. (CBOE:CBOE) Q4 2025 Earnings Call Transcript February 6, 2026Cboe Global Markets, Inc. beats earnings expectations.

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February 7 - News, Transcripts

Ispire Technology Inc. (NASDAQ:ISPR) Q2 2026 Earnings Call Transcript

Philip Carlson: Good morning, and welcome to Ispire Technology Inc. Earnings Conference Call for the 2026.

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February 7 - News, Transcripts

Graham Corporation (NYSE:GHM) Q3 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the Graham Corporation Third Quarter Fiscal Year 2026 Financial Results Conference Call.

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February 7 - News, Transcripts

Piper Sandler Companies (NYSE:PIPR) Q4 2025 Earnings Call Transcript

Piper Sandler Companies (NYSE:PIPR) Q4 2025 Earnings Call Transcript February 6, 2026Piper Sandler Companies beats earnings expectations.

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February 7 - News, Transcripts

Biogen Inc. (NASDAQ:BIIB) Q4 2025 Earnings Call Transcript

Ruth: Please stand by. Morning. My name is Ruth, and I will be your conference operator today.

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February 7 - News, Transcripts

MarketAxess Holdings Inc. (NASDAQ:MKTX) Q4 2025 Earnings Call Transcript

MarketAxess Holdings Inc. (NASDAQ:MKTX) Q4 2025 Earnings Call Transcript February 6, 2026MarketAxess Holdings Inc. beats earnings expectations.

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February 7 - News, Transcripts

Société Générale S.A. (OTC:SCGLY) Q4 2025 Earnings Call Transcript

Société Générale S.A. (OTC:SCGLY) Q4 2025 Earnings Call Transcript February 6, 2026Société Générale S.A. beats earnings expectations.

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February 7 - News, Transcripts

GrafTech International Ltd. (NYSE:EAF) Q4 2025 Earnings Call Transcript

GrafTech International Ltd. (NYSE:EAF) Q4 2025 Earnings Call Transcript February 6, 2026GrafTech International Ltd. misses on earnings expectations.

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February 7 - News, Transcripts

Perella Weinberg Partners (NASDAQ:PWP) Q4 2025 Earnings Call Transcript

Perella Weinberg Partners (NASDAQ:PWP) Q4 2025 Earnings Call Transcript February 6, 2026Perella Weinberg Partners misses on earnings expectations.

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February 7 - News, Transcripts

Centene Corporation (NYSE:CNC) Q4 2025 Earnings Call Transcript

Centene Corporation (NYSE:CNC) Q4 2025 Earnings Call Transcript February 6, 2026Centene Corporation beats earnings expectations.

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February 7 - News, Transcripts

Immunovant, Inc. (NASDAQ:IMVT) Q3 2026 Earnings Call Transcript

Immunovant, Inc. (NASDAQ:IMVT) Q3 2026 Earnings Call Transcript February 6, 2026Immunovant, Inc. beats earnings expectations.

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February 7 - News, Transcripts

Newell Brands Inc. (NASDAQ:NWL) Q4 2025 Earnings Call Transcript

Newell Brands Inc. (NASDAQ:NWL) Q4 2025 Earnings Call Transcript February 6, 2026Newell Brands Inc. misses on earnings expectations.

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February 7 - News, Transcripts

RXO, Inc. (NYSE:RXO) Q4 2025 Earnings Call Transcript

Operator: Welcome to the RXO, Inc. Q4 2025 Earnings Conference Call and Webcast. My name is Ina, and I will be your operator for today's call.

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February 7 - News, Transcripts

Roivant Sciences Ltd. (NASDAQ:ROIV) Q3 2025 Earnings Call Transcript

Roivant Sciences Ltd. (NASDAQ:ROIV) Q3 2025 Earnings Call Transcript February 6, 2026Roivant Sciences Ltd. beats earnings expectations.

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February 7 - News, Transcripts

nVent Electric plc (NYSE:NVT) Q4 2025 Earnings Call Transcript

nVent Electric plc (NYSE:NVT) Q4 2025 Earnings Call Transcript February 6, 2026nVent Electric plc misses on earnings expectations.

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February 7 - News, Transcripts

AerCap Holdings N.V. (NYSE:AER) Q4 2025 Earnings Call Transcript

AerCap Holdings N.V. (NYSE:AER) Q4 2025 Earnings Call Transcript February 6, 2026AerCap Holdings N.V. beats earnings expectations.

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February 7 - News, Transcripts

Under Armour, Inc. (NYSE:UA) Q3 2026 Earnings Call Transcript

Under Armour, Inc. (NYSE:UA) Q3 2026 Earnings Call Transcript February 6, 2026Under Armour, Inc. beats earnings expectations.

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February 7 - News, Transcripts

The Carlyle Group Inc. (NASDAQ:CG) Q4 2025 Earnings Call Transcript

The Carlyle Group Inc. (NASDAQ:CG) Q4 2025 Earnings Call Transcript February 6, 2026The Carlyle Group Inc. misses on earnings expectations.

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February 7 - News, Transcripts

AutoNation, Inc. (NYSE:AN) Q4 2025 Earnings Call Transcript

Operator: Good morning, everyone. Welcome to AutoNation's Fourth Quarter 2025 Conference Call.

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February 7 - News, Transcripts

Philip Morris International Inc. (NYSE:PM) Q4 2025 Earnings Call Transcript

Philip Morris International Inc. (NYSE:PM) Q4 2025 Earnings Call Transcript February 6, 2026Philip Morris International Inc. reports earnings inline with expectations.

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February 7 - News, Transcripts

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