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Insider Monkey Blog

Alibaba Group (BABA) Continues To Be A Top Cloud Computing Choice For Investors

Alibaba Group Holding Limited (NYSE:BABA) is one of the 8 Best Cloud Computing Stocks To Buy In 2026.

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May 7 - News

Despite The Downturn, ServiceNow (NOW) Is Still One Of The Best Cloud Computing Companies To Buy

ServiceNow Inc. (NYSE:NOW) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. On April 19, J.P. Morgan analyst Mark Murphy maintained a Buy rating on ServiceNow Inc.

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May 7 - News

Citizens Lowers Price Target On Zscaler Inc (ZS) Amid Stock Recovery

Zscaler Inc (NASDAQ:ZS) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. On May 1, Citizens analyst Trevor Walsh lowered his price target on Zscaler Inc.

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May 7 - News

Salesforce Inc’s (CRM) New Reporting Structure To Give Better Insights Into AI Driven Growth

Salesforce Inc. (NYSE:CRM) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. According to an investor presentation shared on May 1, Salesforce Inc.

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May 7 - News

What Makes Arch Capital Group Ltd. (ACGL) a Resilient Stock?

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Growth Fund”. A copy of the letter is available to download here.

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May 7 - Hedge Fund Investor Letters, News

Here’s Why Kinsale Capital Group (KNSL) Declined in Q1

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Growth Fund”. A copy of the letter is available to download here.

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May 7 - Hedge Fund Investor Letters, News

Baron Growth Fund’s Q1 2026 Investor Letter

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Growth Fund”.

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May 7 - Hedge Fund Investor Letters, News

Unity Software (U) is Leveraging AI for a Competitive Edge in Gaming

White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter.

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May 7 - Hedge Fund Investor Letters, News

Assessing Oracle’s (ORCL) AI Infrastructure Investment and Its Impact on Debt Ratios

White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter.

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May 7 - Hedge Fund Investor Letters, News

White Falcon Capital Management’s Q1 2026 Investor Letter

White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter.

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May 7 - Hedge Fund Investor Letters, News

Saga Partners’ Analysis on The Trade Desk (TTD)

Investment management company Saga Partners recently released its Q1 2026 investor letter. A copy of the letter is available to download here.

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May 7 - Hedge Fund Investor Letters, News

Saga Partners’ Q1 2026 Investor Letter

Investment management company Saga Partners recently released its Q1 2026 investor letter.

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May 7 - Hedge Fund Investor Letters, News

Multiple Catalysts Prompted Aristotle Value Equity Strategy’s Purchase of Motorola Solutions (MSI)

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter.

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May 7 - Hedge Fund Investor Letters, News

What Makes McCormick & Company (MKC) a Lucrative Investment?

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter.

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May 7 - Hedge Fund Investor Letters, News

What Makes Chevron Corporation (CVX) an Attractive Investment Bet?

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter.

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May 7 - Hedge Fund Investor Letters, News

QUALCOMM Incorporated (QCOM) Slipped Over Memory-Related Supply Constraints in Q1

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter.

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May 7 - Hedge Fund Investor Letters, News

Here is why AerCap (AER) is Among the 10 Best European Stocks That Beat Earnings Estimates to Buy

On April 30, 2026, TD Cowen analyst Moshe Orenbuch raised the price target on AerCap Holdings N.V.

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May 7 - News

UBS Group AG (UBS) Reports Q1 EPS Growth

On April 29, 2026, UBS Group AG (NYSE:UBS) reported Q1 EPS of 94c compared to 51c last year, with revenue of $14.2B versus $12.6B and net profit of $3.04B compared to $1.7B.

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May 7 - News

BP p.l.c. (BP) Reports Q1 Earnings Beat

On April 28, 2026, BP p.l.c. (NYSE:BP) reported Q1 underlying EPS of $1.24 versus 93c consensus and revenue of $53.37B compared to $45.75B expected.

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May 7 - News

ING Groep (ING) Reports Q1 Growth

On April 30, 2026, ING Groep N.V. (NYSE:ING) reported Q1 net result per share of 0.54 compared to EUR 0.47 last year, with a CET1 ratio of 13%.

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May 7 - News

Is LyondellBasell (LYB) the Best European Stock That Beat Earnings Estimates to Buy?

On May 1, 2026, LyondellBasell Industries N.V. (NYSE:LYB) reported Q1 adjusted EPS of 49c versus 28c consensus and revenue of $7.2B compared to $7.37B expected.

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May 7 - News

UBS Upgrades Lloyds Banking Group (LYG) to Buy

On April 30, 2026, UBS upgraded Lloyds Banking Group plc (NYSE:LYG) to Buy from Neutral and raised its price target to 115 GBp from 110 GBp previously.

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May 7 - News

Verizon Communications (VZ) Surged from Excellent Execution

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter.

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May 7 - Hedge Fund Investor Letters, News

Arete Upgrades Nokia (NOK) to Buy

On April 29, 2026, Arete upgraded Nokia Oyj (NYSE:NOK) to Buy from Neutral with a EUR 10.60 price target.

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May 7 - News

NatWest Group (NWG) Reports Q1 Growth

On May 1, 2026, NatWest Group plc (NYSE:NWG) reported Q1 EPS of 17.9p compared to 15.5p last year, with total income of GBP 4.36B, pretax profit of GBP 2B, a net interest margin...

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May 7 - News

Morgan Stanley Lowers its Price Target on Garmin (GRMN) to $249

On April 30, 2026, Morgan Stanley lowered its price target on Garmin Ltd. (NYSE:GRMN) to $249 from $252 and maintained an Equal Weight rating.

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May 7 - News

nVent (NVT): The Best European Stock That Beat Earnings Estimates to Buy

On May 4, 2026, Roth Capital raised its price target on nVent Electric plc (NYSE:NVT) to $185 from $135 and maintained a Buy rating after a strong Q1 performance.

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May 7 - News

TotalEnergies SE (TTE) Gained from Rise in Oil Prices

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter.

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May 7 - Hedge Fund Investor Letters, News

Scotiabank and RBC Capital Lift Venture Global (VG) Price Targets

Venture Global, Inc. (NYSE:VG) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now.

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May 7 - News

ON Semi (ON) Expands Partnership With Geely, B. Riley Upgrades to Buy

ON Semiconductor Corporation (NASDAQ:ON) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now.

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May 7 - News

Clear Street Raises MasTec (MTZ) Price Target, Keeps Buy Rating

MasTec, Inc. (NYSE:MTZ) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On May 1, Clear Street increased its price target on MasTec, Inc.

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May 7 - News

Stifel Keeps Buy Rating on Comfort Systems (FIX) After Q1 Results

Comfort Systems USA, Inc. (NYSE:FIX) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 24, Stifel reiterated its Buy rating on Comfort Systems USA, Inc.

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May 7 - News

ASE Technology (ASX) Ranks Among Mid-Cap Stocks That Are On Fire Right Now

ASE Technology Holding Co., Ltd. (NYSE:ASX) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 10, ASE Technology Holding Co., Ltd.

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May 7 - News

UBS Raises STMicroelectronics (STM) Price Target, Keeps Buy Rating

STMicroelectronics N.V. (NYSE:STM) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 24, UBS increased its price target on STMicroelectronics N.V.

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May 7 - News

Nokia (NOK) Upgraded to Buy at Argus

Nokia Oyj (NYSE:NOK) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now.

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May 7 - News

Is Ciena (CIEN) One Of The Mid-Cap Stocks That Are On Fire Right Now?

Ciena Corporation (NYSE:CIEN) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now.

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May 7 - News

Rothschild Redburn Gives Lumentum (LITE) a Buy Rating

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On May 1, Rothschild Redburn initiated coverage on Lumentum Holdings Inc.

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May 7 - News

Here’s Why Bloom Energy (BE) Ranks Among Mid-Cap Stocks That Are On Fire Right Now

Bloom Energy Corporation (NYSE:BE) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now.

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May 7 - News

Allied Gold Corporation (AAUC) Inches Closer to Zijin Gold Merger

Allied Gold Corp (NYSE:AAUC) is one of the most Oversold Canadian stocks to invest in.

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May 7 - News

CGI Inc. (GIB) Sets Sights on Cloud Computing Opportunities in the Nordics

CGI Inc. (NYSE:GIB) is one of the most oversold Canadian stocks to invest in. On April 30, CGI Inc.

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May 7 - News

Lululemon Athletica Inc. (LULU) On Edge Amid Next CEO Squabbles

Lululemon Athletica Inc. (NASDAQ:LULU) is one of the most oversold Canadian stocks to invest in. On April 29, Lululemon Athletica Inc.

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May 7 - News

This is why Franco-Nevada Corporation (FNV) is one of the Most Oversold Canadian Stocks to Invest In

Franco-Nevada Corporation (NYSE:FNV) is one of the most oversold Canadian stocks to invest in.

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May 7 - News

Ero Copper Corp (ERO) First Quarter Results Impress as Net Debt Shrinks

Ero Copper Corp (NYSE:ERO) is one of the most Oversold Canadian stocks to invest in.

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May 7 - News

Is Agnico Eagle Mines Limited (AEM) One of the Most Oversold Canadian Stocks to Buy?

Agnico Eagle Mines Limited (NYSE:AEM) is one of the most oversold Canadian stocks to invest in.

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May 7 - News

Stifel Sees Upside in FirstService Corporation (FSV) Despite Near-Term Segment Pressure

FirstService Corporation (NASDAQ:FSV) is one of the most oversold Canadian stocks.

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May 7 - News

Eldorado Gold Corporation (EGO): An Oversold Canadian Stock Capitalizing on Higher Gold Prices

Eldorado Gold Corporation (NYSE:EGO) is one of the most Oversold Canadian stocks to invest in.

Keep Reading →

May 7 - News

New Recovery Rates and Expansion Make TRX Gold Corporation (TRX) One of the Top Oversold Canadian Stocks to Invest In

TRX Gold Corporation (NYSEAMERICAN:TRX) is one of the most oversold Canadian stocks to invest in.

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May 7 - News

Orla Mining Ltd. (ORLA) Ramping Gold Production to Capitalize on Soaring Prices

Orla Mining Ltd (NYSEAMERICAN:ORLA) is one of the most oversold Canadian stocks to invest in.

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May 7 - News

10 Best Engineering Stocks to Buy in 2026

Earlier in April, Fortune Business Insights reported that the global engineering services market was valued at $2.34 trillion in 2025 and is projected to reach $5.7 trillion by...

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May 7 - Hedge Funds, News

5 Best Engineering Stocks to Buy in 2026

In this article, we will list the 5 Best Engineering Stocks to Buy in 2026.

Keep Reading →

May 7 - News

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10 Most Popular Stocks on Robinhood in 2026

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9 Undervalued Chemical Stocks to Buy According to Hedge Funds

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

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

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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11 Best Cancer Stocks to Buy Right Now

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40 Most Unfriendly Countries in the World

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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20 Countries with the Most Battle Tanks in the World

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12 Best Nasdaq Stocks Under $20 to Buy Now

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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 Countries with the Largest Proven Oil Reserves in the World

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16 Highest Quality Chocolate Brands in the US

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20 States with Highest Female to Male Ratio in the US

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20 States with the Lowest Life Expectancy in the US

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