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Insider Monkey Blog

Nexus International Posts $1.2 Billion in Annual Revenue as Gurhan Kiziloz Keeps Decision Making Direct

Decision-making in large organisations tends to follow a pattern.

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February 12 - Business, News

10 Best Medical Research Stocks to Buy According to Hedge Funds

On January 27, Sarah James, Cantor Fitzgerald analyst, appeared on CNBC’s ‘Squawk on the Street’ to talk about the healthcare insurance sector and the stocks coming under...

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February 12 - Hedge Funds, News

What NVIDIA Corp.’s (NVDA) OpenAI Talks Mean for the Expanding AI Ecosystem

NVIDIA Corporation (NASDAQ:NVDA) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

DA Davidson Reaffirms Buy on Dynatrace (DT) After Solid Q3

Dynatrace Inc. (NYSE:DT) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

AWS Momentum Supports Amazon.com’s (AMZN) Expanding AI and Cloud Strategy

Amazon Inc. (NASDAQ:AMZN) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Can Advanced Micro Devices (AMD) Gain Ground in the AI Chip Race?

Advanced Micro Devices Inc. (NASDAQ:AMD) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Mizuho Cautious on Valuation but Backs Palantir Technologies’ (PLTR) Growth Outlook

Palantir Technologies Inc. (NASDAQ:PLTR) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Street Reassesses Microsoft (MSFT) Amid Azure Growth and Capex Concerns

Microsoft Corporation (NASDAQ:MSFT) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Datadog Inc.’s (DDOG) Strong Q4 Reinforces AI Observability Position Amid Competition

Datadog Inc. (NASDAQ:DDOG) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Analysts Reaffirm Bullish View on Snowflake Inc.’s (SNOW) AI Strategy

Snowflake Inc. (NYSE:SNOW) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Analysts Stay Constructive on Salesforce (CRM) Despite Sector Weakness

Salesforce Inc. (NYSE:CRM) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Goldman Lowers Rubrik Inc. (RBRK) Target but Reiterates Buy Rating

Rubrik Inc. (NYSE:RBRK) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Jefferies Cuts Klaviyo (KVYO) Price Target, Reaffirms Buy After Strong Q4

Klaviyo Inc. (NYSE:KVYO) is among the best machine learning stocks to buy according to analysts.

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February 12 - News

Slowing Growth in the Core Commerce Business Hurt Alibaba (BABA) in Q4

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the...

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February 12 - Hedge Fund Investor Letters, News

Here’s What Boosted Infosys Limited (INFY) in Q4

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the...

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February 12 - Hedge Fund Investor Letters, News

Continued Challenges in Grab Holding’s (GRAB) Newer Fintech Segment Weighed on its Performance

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the...

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February 12 - Hedge Fund Investor Letters, News

Tencent Music Entertainment Group (TME) Slid on Rising Competition and Margin Dilution

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the...

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February 12 - Hedge Fund Investor Letters, News

Demand Boom Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) to New Heights

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the...

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February 12 - Hedge Fund Investor Letters, News

10 High Growth High Margin Stocks to Buy Now

U.S.

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February 12 - Hedge Funds, News

SGA Emerging Markets Growth Strategy’s Q4 2025 Investor Letter

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” The fourth quarter...

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February 12 - Hedge Fund Investor Letters, News

10 Profitable SaaS Companies for 2026

On February 10, Dan Ives from Wedbush appeared on a CNBC Television interview to share his thoughts on the software sell-off.

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February 12 - Hedge Funds, News

ZenaTech’s Drone as a Service Opens the 23rd Global Location in Orlando, Fla. to Focus on Government Agencies

ZenaTech, Inc.

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February 12 - Press Releases

Does Lam Research Corporation (LRCX) Have a Long Runway for Growth?

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can...

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February 12 - Hedge Fund Investor Letters, News

Edgen Launches Autonomous AI Intelligence System for Real-Time Market Analysis

Edgen today announced the launch of its autonomous AI intelligence system, designed to identify complex correlations between macro events and market movements without the need...

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February 12 - Press Releases

Integrated Quantum Technologies Advances AIQu VEIL Toward Market Commercialization Following Completion of Enterprise Deployment and Security Validation

Integrated Cyber Solutions Inc.

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February 12 - Press Releases

T-Mobile US (TMUS) Slid Due to Uncertainty Over Rival’s Direction

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can...

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February 12 - Hedge Fund Investor Letters, News

What Makes The Goldman Sachs Group (GS) a Strong Investment?

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can...

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February 12 - Hedge Fund Investor Letters, News

7 Best Cannabis Stocks to Invest In Now

Cannabis stocks are ownership stakes in publicly traded businesses engaged in the legal manufacturing, advertising, and distribution of cannabis, marijuana, and hemp-related products...

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February 12 - Hedge Funds, News

Should You Hold The Home Depot (HD)?

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can...

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February 12 - Hedge Fund Investor Letters, News

Improved Revenue and Earnings Growth Powered RTX Corporation’s (RTX) Performance

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can...

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February 12 - Hedge Fund Investor Letters, News

Stephens Keeps an Equal Weight Rating on Global Payments Inc. (GPN)

TheFly stated on January 16, 2026, that Stephens kept its Equal Weight rating. It reduced its price target for Global Payments Inc. (NYSE:GPN) from $95 to $90.

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February 12 - News

RBC Capital Maintains a Sector Perform Rating on Affirm Holdings, Inc. (AFRM)

Daniel Perlin, an analyst at RBC Capital, reduced Affirm Holdings, Inc.

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February 12 - News

Here’s What Lifted AstraZeneca PLC (AZN) in Q4

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can...

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February 12 - Hedge Fund Investor Letters, News

Dorsey’s Block, Inc. (XYZ) is Laying Off up to 10% of its Staff, Bloomberg Reports

Bloomberg News, citing sources familiar with the situation, stated on February 8, 2026, that Block, Inc.

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February 12 - News

Coinbase Global, Inc. (COIN) and Crypto ISAC Deepen their Partnership

According to TheFly, on January 28, 2026, Coinbase Global, Inc. (NASDAQ:COIN) and Crypto ISAC announced an expanded integration.

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February 12 - News

American Express Company (AXP) Anticipates a Strong 2026 Profit as Affluent Spending Continues

Reuters reported on January 30, 2026, that American Express Company (NYSE:AXP) projected revenue growth of 9% to 10% and earnings per share of $17.30 to $17.90 in 2026, with the...

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February 12 - News

PayPal Holdings, Inc. (PYPL) Faces Pressure as Revenue Falls Short and CEO Change Looms

According to a February 3, 2026, Bloomberg story, PayPal Holdings, Inc.

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February 12 - News

The CEO of Nu Holdings Ltd. (NU) Strengthens Control as Nubank Pushes Global Expansion

Bloomberg reported on February 5, 2026, that David Velez, CEO of Nu Holdings Ltd.

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February 12 - News

Should You Expect Accelerated Growth for Eaton Corporation plc (ETN) in 2026?

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can...

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February 12 - Hedge Fund Investor Letters, News

JPMorgan Maintains a Neutral Rating on MercadoLibre, Inc. (MELI)

TheFly reported on February 4, 2026, that JPMorgan has a positive stance on MercadoLibre, Inc. (NASDAQ:MELI) after Shopee signaled a slowdown in competition.

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February 12 - News

Klarna Group plc (KLAR) Launches Rapid Peer-to-Peer Payments in Thirteen European Countries

TheFly announced on January 14, 2026, that Klarna Group plc (NYSE:KLAR) has enabled instant peer-to-peer payments in 13 European nations.

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February 12 - News

Capital One Financial Corporation (COF) Secures $5.15 Billion Brex Agreement

Capital One Financial Corporation (NYSE:COF) announced on January 22, 2026, that it will buy fintech company Brex for $5.15 billion in cash and stock.

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February 12 - News

Mastercard Incorporated (MA) Revenue Beats Forecasts as Customers Continue to Spend

As customers continued to use Mastercard Incorporated (NYSE:MA) cards for payments, the company announced fourth-quarter profitability that surpassed analyst projections, based...

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February 12 - News

Visa Inc. (V) Earnings Outperformed Forecasts, Supported by Higher Spending

According to a January 29, 2026, Bloomberg report, Visa Inc. (NYSE:V) reported fiscal first-quarter earnings that surpassed analyst forecasts.

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February 12 - News

Carillon Eagle Growth & Income Fund’s Q4 2025 Investor Letter

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter, “Carillon Eagle Growth & Income Fund”.

Keep Reading →

February 12 - Hedge Fund Investor Letters, News

Canaccord Cites Leadership in Quantum Annealing Supporting D-Wave Quantum Inc. (QBTS) Upside

TheFly reported on January 29 that Canaccord raised its price target on QBTS to $43 from $41 and maintained a Buy rating.

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February 12 - News

Analysts Highlight Amdocs Limited (DOX) Resilient Results Amid Macro Pressures

TheFly reported on February 5 that Barclays lowered its price target on DOX to $92 from $111 while maintaining an Overweight rating.

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February 12 - News

Piper Sandler Focus on Hyperscaler and Vertical Strength for SAP SE (SAP)

TheFly reported on February 2 that Piper Sandler maintained an Overweight rating on SAP with a €220 price target following a transfer of coverage.

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February 12 - News

Executive Departure Prompts Near-Term Caution on NIQ Global Intelligence plc (NIQ)

The Fly reported on February 3 that Baird analyst Jeffrey Meuler lowered the price target on NIQ to $20 from $24 while maintaining an Outperform rating.

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February 12 - News

Silicon Motion Technology Corporation (SIMO) Stock in Focus Amid Strong Start to 2026

We recently compiled a list of the 15 Best Strong Buy Tech Stocks to Invest In.

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February 12 - News

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