Baron Small Cap Fund’s Q4 2025 Investor Letter
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Small Cap Fund”. The market extended its positive trends in the fourth quarter.
Insider Monkey Blog
Here are Third Point Management’s Views on Somnigroup International (SGI)
Third Point Management, a New York-based investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
American Financial Group Reports 4Q25 Revenue of $2.06 Billion Ahead of Consensus Estimate
On February 4, 2026, American Financial Group, Inc. (NYSE:AFG) reported fourth-quarter revenue of $2.06 billion, comfortably ahead of the $1.83 billion consensus estimate.
JPMorgan Raises Price Target on Globe Life Inc. (GL) to $181 and Reiterates an Overweight Rating
On February 6, 2026, JPMorgan analyst Jimmy Bhullar raised his price target on Globe Life Inc. (NYSE:GL) to $181 from $180 and reiterated an Overweight rating.
Citi Raises Price Target on Ball Corporation (BALL) to $74 and Reiterates a Buy Rating
On February 5, 2026, Citi analyst Anthony Pettinari raised his price target on Ball Corporation to $74 from $67 and reiterated a Buy rating, citing strong fourth-quarter results...
Keefe Bruyette Raises its Price Target on The Hartford Insurance Group (HIG) to $163 and Maintains an Outperform Rating
On February 5, 2026, Keefe Bruyette raised its price target on The Hartford Insurance Group, Inc. (NYSE:HIG) to $163 from $160 and maintained an Outperform rating.
RBC Capital Raises its Price Target on Ameriprise Financial, Inc. (AMP) to $605 and Reiterates an Outperform Rating
On February 2, 2026, RBC Capital analyst Kenneth Lee raised his price target on Ameriprise Financial, Inc.
RBC Capital Raises its Price Target on Verizon Communications Inc. (VZ) to $48
On February 3, 2026, RBC Capital raised its price target on Verizon Communications Inc. (NYSE:VZ) to $48 from $44 while maintaining a Sector Perform rating.
Wells Fargo Raises its Price Target on The Allstate Corporation (ALL) to $228
On February 6, 2026, Wells Fargo analyst Elyse Greenspan raised the firm’s price target on The Allstate Corporation (NYSE:ALL) to $228 from $223 and maintained an Equal Weight...
CIBC Raises its Price Target on Newmont Corporation (NEM) to $177 and Reiterates an Outperformer Rating
On February 4, 2026, CIBC raised its price target on Newmont Corporation (NYSE:NEM) to $177 from $112 and reiterated an Outperformer rating.
Third Point Management’s Q4 2025 Investor Letter
Third Point Management, a New York-based investment advisor, released its fourth-quarter 2025 investor letter.
Guggenheim Raises its Price Target on Bristol-Myers Squibb Company (BMY) to $72 and Reiterates a Buy Rating
On February 6, 2026, Guggenheim raised its price target on Bristol-Myers Squibb Company (NYSE:BMY) to $72 from $62 and reiterated a Buy rating.
HSBC Upgraded JPMorgan Chase & Co. (JPM) to Hold from Reduce and Set a New $319 Price Target
On February 5, 2026, HSBC upgraded JPMorgan Chase & Co.
Jim Cramer Looked at These 19 Stocks Recently
Jim Cramer, the host of Mad Money, said on Friday that with earnings now in from most of the large technology companies, it was time to walk through the numbers and explain how...
Jim Cramer Named 9 Software Stocks as Potential Undervalued Buys
Jim Cramer, the host of Mad Money, said on Friday that he wants to help viewers find buying opportunities in software stocks that have sold off too aggressively.
Benchmark Initiates The Andersons, Inc. (ANDE) With Buy, Sees Strong Ethanol Momentum
On February 5, Benchmark analyst Benjamin Klieve initiated coverage of The Andersons, Inc. (NASDAQ:ANDE) with a Buy rating and a $75 price target.
Here’s Why Pelican Bay Capital Management Initiated a Position in AECOM (ACM)
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
JPMorgan Lifts Albemarle Corporation (NYSE:ALB) Price Target as Lithium Sentiment Turns
On January 28, JPMorgan analyst Jeffrey Zekauskas made a big adjustment to his outlook on Albemarle Corporation (NYSE:ALB), lifting his price recommendation to $195 from $80.
FactSet Research (FDS): 45 Years of Growth Culminate in $2.3 Billion Revenue
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
CVS Health Corporation (CVS) Under Pressure From Medicare Proposal, Argus Holds Positive View
On January 28, Argus trimmed its price recommendation on CVS Health Corporation (NYSE:CVS) to $90 from $91. However, the firm maintained a Buy rating on the stock.
Generac (GNRC) Reversed Its Q3 Gains in Q4
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Barrick Mining Corporation (B) Draws Mixed Views as UBS Cuts Target and CIBC Turns More Bullish
A few days earlier, on February 4, CIBC moved in the opposite direction. The firm raised its price target on Barrick to $71 from $50 and reiterated an Outperformer rating.
Should You Be Bullish on Toll Brothers (TOL)?
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Hurt Builders FirstSource (BLDR) in Q4
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
UBS Lifts Applied Materials, Inc. (AMAT) Target, Reiterates Buy
On February 2, UBS analyst Timothy Arcuri raised his price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $405 from $285.
General Motors Company (GM) to Cut 500 Jobs in Canada as Oshawa Plant Scales Back Operations
On January 29, General Motors Company (NYSE:GM) said it will cut about 500 jobs in Canada as it reduces operations at its Oshawa, Ontario, plant.
Tapestry, Inc. (TPR) Gets Price Target Boost as Baird Updates Model
On February 6, Baird raised its price recommendation on Tapestry, Inc. (NYSE:TPR) to $160 from $140. The firm also kept an Outperform rating on the shares.
Morgan Stanley Raises Cardinal Health, Inc. (CAH) Price Target After Strong Q2
Morgan Stanley boosted its price recommendation on Cardinal Health, Inc. (NYSE:CAH) to $255 from $245 on February 6. The firm kept an Overweight rating on the stock.
UBS Raises Corning Incorporated (GLW) Price Target as Optical Deal Pipeline Expands
On January 30, UBS analyst Joshua Spector raised his price recommendation on Corning Incorporated (NYSE:GLW) to $125 from $109.
L3Harris Technologies, Inc. (LHX) Backlog Growth Drives Higher Price View at Bernstein
On February 6, Bernstein raised its price recommendation on L3Harris Technologies, Inc. (NYSE:LHX) to $405 from $398. It maintained an Outperform rating on the shares.
JPMorgan Raises Johnson Controls International plc (JCI) Target After Q1 “Break Out in Performance”
On February 6, JPMorgan raised its price target on Johnson Controls International plc (NYSE:JCI) to $158 from $138 and maintained an Overweight rating on the shares.
Barclays Updates Ubiquiti Inc. (UI) Outlook After Q2 Results
On February 4, Barclays analyst Tim Long raised the firm’s price recommendation on Ubiquiti Inc. (NYSE:UI) to $527 from $455.
10 Best High-Upside Materials Stocks to Buy
After underperforming in 2025, the materials sector is expected to rebound in 2026, amid potential tailwinds that could benefit sub-industries such as copper, precious metals, ...
Jim Cramer on Eos Energy: “Sell It”
Eos Energy Enterprises, Inc. (NASDAQ:EOSE) is one of the stocks Jim Cramer commented on.
Jim Cramer’s Game Plan: 19 Stocks in Focus
I don't usually start the game plan on Wednesday, but that's when we get the employment report this time, and it's kind of screwed up because of the government shutdown.
11 Best E-commerce Stocks to Buy Now
Stuart Kaiser, Citi’s Head of Equity Trading Strategy, appeared on CNBC’s “Fast Money” on February 6 to talk about the market action for the week and whether a shift or...
8 Best Paper and Plastic Packaging Stocks to Buy According to Hedge Funds
On February 3, Towards Packaging, a sister firm of Precedence Research, published its report on the U.S.
14 Oversold Value Stocks to Invest in Right Now
On January 13, 2026, Ari Wald, Head of Technical Analysis at Oppenheimer, spoke with CNBC, noting that technical indicators suggest U.S.
14 Best NYSE Penny Stocks to Buy Now
Small-cap and penny stocks are having a moment at the start of the new year.
12 Unstoppable Dividend Stocks to Buy According to Analysts
Dividend-paying stocks have long played a steady role in investment portfolios.
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.
Broader Analyst Sentiment on Broadcom Inc. (AVGO) Remains Bullish Amid Growing Demand for Google’s TPUs
The latest analyst update came from Wolfe Research, which raised its price target to $400 and upgraded Broadcom Inc. (NASDAQ:AVGO) from ‘Neutral’ to ‘Buy’.
Meta Platforms (META) Child Safety Lawsuit Proceeds as AI Data Center Deal Advances
Reuters reported on January 30, 2026, that Meta Platforms, Inc.
Jim Cramer Shares Details About Texas Roadhouse (TXRH) Stock
Casual dining firm Texas Roadhouse, Inc. (NASDAQ:TXRH)’s shares are up by 8.5% over the past year and by 11% year-to-date.
Ralph Lauren’s (RL) CEO is Doing a Remarkable Job, Says Jim Cramer
Ralph Lauren Corporation (NYSE:RL) is a well-known American apparel firm known for its brands such as Polo and Purple Label.
Eli Lilly (LLY) is “the Great Drug Company on Earth,” Says Jim Cramer
Healthcare giant Eli Lilly and Company (NYSE:LLY) is one of Cramer’s top stocks in the sector.
Home Depot (HD) Stock Is Coming Back, Says Jim Cramer
Home improvement retailer The Home Depot, Inc. (NYSE:HD)’s shares are down by 5.5% over the past year and are up by 11.3% year-to-date.
Oracle (ORCL) Has a Balance Sheet From Hell, Says Jim Cramer
Data center and enterprise software provider Oracle Corporation (NYSE:ORCL)’s shares haven’t performed well lately.
Broadcom (AVGO) Should Be Up A Lot, Says Jim Cramer
Semiconductor designer Broadcom Inc. (NASDAQ:AVGO)’s shares are up by 47% over the past year and are down by 4.4% year-to-date.
Apple (AAPL) Should Be Up Again, Says Jim Cramer
Consumer electronics giant Apple Inc. (NASDAQ:AAPL) is one of Jim Cramer’s favorite stocks.
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