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Insider Monkey Blog

Leidos Holdings, Inc. (NYSE:LDOS) Q4 2025 Earnings Call Transcript

Leidos Holdings, Inc. (NYSE:LDOS) Q4 2025 Earnings Call Transcript February 17, 2026Leidos Holdings, Inc. beats earnings expectations.

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February 18 - News, Transcripts

Medtronic plc (NYSE:MDT) Q3 2026 Earnings Call Transcript

Ingrid Goldberg: Good morning, and welcome to our Fiscal '26 Third Quarter Earnings Webcast.

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February 18 - News, Transcripts

Energy Transfer LP (NYSE:ET) Q4 2025 Earnings Call Transcript

Energy Transfer LP (NYSE:ET) Q4 2025 Earnings Call Transcript February 17, 2026Energy Transfer LP misses on earnings expectations.

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February 18 - News, Transcripts

Otter Tail Corporation (NASDAQ:OTTR) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Otter Tail Corporation Fourth Quarter 2025 Earnings Conference Call. Today’s call is being recorded.

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February 18 - News, Transcripts

Armada Hoffler Properties, Inc. (NYSE:AHH) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to the Armada Hoffler Properties, Inc. Fourth Quarter 2025 Earnings Call.

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February 18 - News, Transcripts

Sonoco Products Company (NYSE:SON) Q4 2025 Earnings Call Transcript

Roger Schrum: Let me make sure we're there. Again, good morning, everyone, and thanks for joining us at today's Sunoco's 2026 Investor Day.

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February 18 - News, Transcripts

Grupo Aeroméxico, S.A.B. de C.V. (NYSE:AERO) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Aeromexico Fourth Quarter 2025 Financial Results. [Operator Instructions] As a reminder, today's conference is being recorded.

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February 18 - News, Transcripts

ReNew Energy Global Plc (NASDAQ:RNW) Q3 2026 Earnings Call Transcript

ReNew Energy Global Plc (NASDAQ:RNW) Q3 2026 Earnings Call Transcript February 16, 2026ReNew Energy Global Plc beats earnings expectations.

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February 18 - News, Transcripts

NatWest Group plc (NYSE:NWG) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to NatWest Group's Full Year 2025 Results Management Presentation.

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February 18 - News, Transcripts

HIVE Digital Technologies Ltd. (NASDAQ:HIVE) Q3 2026 Earnings Call Transcript

Nathan Fast: Hello and welcome to today's webcast on HIVE Digital Technologies Ltd. Financial Results for the Quarter Ended December 31, 2025.

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February 18 - News, Transcripts

cbdMD, Inc. (AMEX:YCBD) Q1 2026 Earnings Call Transcript

Operator: Good afternoon. Welcome, ladies and gentlemen, to cbdMD Inc.'s December 31, 2025, First Fiscal Quarter of 2026 Earnings Call and Update.

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February 18 - News, Transcripts

Public Storage (NYSE:PSA) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Public Storage Fourth Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

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February 18 - News, Transcripts

Agnico Eagle Mines Limited (NYSE:AEM) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. My name is Vanessa, and I will be your conference operator today.

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February 18 - News, Transcripts

Precision Optics Corporation, Inc. (NASDAQ:POCI) Q2 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Precision Optics Reports Second Quarter Fiscal Year 2026 Financial Results Conference Call.

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February 18 - News, Transcripts

Core Natural Resources, Inc. (NYSE:CNR) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to the Core Natural Resources, Inc. Fourth Quarter 2025 Earnings Call.

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February 18 - News, Transcripts

Palatin Technologies, Inc. (AMEX:PTN) Q2 2026 Earnings Call Transcript

Operator: Greetings. Welcome to Palatin's Second Quarter Fiscal Year 2026 Operating Results Conference Call.

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February 18 - News, Transcripts

Vale S.A. (NYSE:VALE) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. Welcome to Vale's Fourth Quarter 2025 Earnings Call.

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February 18 - News, Transcripts

Will Coherent Corp. (COHR) Benefit from Transition?

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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February 18 - Hedge Fund Investor Letters, News

Do You Think Hims & Hers Health (HIMS) is Positioned for Long-Term Growth?

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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February 18 - Hedge Fund Investor Letters, News

Should You Hold Varonis Systems (VRNS)?

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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February 18 - Hedge Fund Investor Letters, News

Here’s Why Investors Favour Woodward (WWD)

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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February 18 - Hedge Fund Investor Letters, News

12 Best Single Digit Stocks to Buy According to Analysts

On January 27, Matt Stucky of Northwestern Mutual appeared on CNBC's 'Closing Bell Overtime' to discuss the shifting landscape of the 2026 stock market with a focus on the broadening...

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February 18 - Hedge Funds, News

10 Best Stocks to Buy and Hold for the Next 6 Months

Investors are becoming more selective toward tech stocks amid valuation concerns, with the overall market at all-time highs.

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February 18 - Hedge Funds, News

12 Oversold Financial Stocks to Invest in According to Hedge Funds

On January 21, Morgan Stanley shared its 2026 market outlook, highlighting key catalysts and risk factors.

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February 18 - Hedge Funds, News

11 Best Money-Making Stocks to Buy Right Now

In an environment marked by shifting rate expectations and growth volatility, investors remain focused on identifying companies capable of delivering sustainable earnings expansion...

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February 18 - Hedge Funds, News

Morgan Stanley Maintains Equal Weight on Phibro Animal Health Corporation (PAHC), Cites Margin Expansion

TheFly reported on February 6 that Morgan Stanley increased its price target on PAHC to $49 from $45 and maintained an Equal Weight rating.

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February 18 - News

Collegium Pharmaceutical, Inc. (COLL) Gains Momentum on Jornay PM, Truist Highlights Robust Pain Portfolio

TheFly reported on February 10 that Truist Securities analyst Les Sulewski raised its price target on COLL to $58 from $55 and gave it a Buy rating. The analyst emphasized ...

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February 18 - News

Amneal Pharmaceuticals, Inc. (AMRX) Added to S&P SmallCap 600 Index, Boosting Investor Visibility

Separately, on January 29, Amneal Pharmaceuticals, Inc. (NASDAQ:AMRX) announced that it would be added to the S&P SmallCap 600 Index. It is a popular benchmark for U.S.

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February 18 - News

TD Cowen Updates Financial Model Citing Upcoming Q4 Results for Lantheus Holdings, Inc. (LNTH)

TheFly reported on January 29 that TD Cowen lowered its price target on LNTH to $75 from $80 and gave it a Buy rating.

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February 18 - News

Bank of America Cites Zoetis Inc.’s (ZTS) Strong Q4 Performance and Fiscal 2026 Outlook

TheFly reported on February 13 that Bank of America raised its price target for ZTS to $140 from $135 and maintained a Neutral rating on the shares. The upgraded target was...

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February 18 - News

UBS Cite Efficient Capital Allocation and Rising Profits in Viatris Inc. (VTRS) Upgrade

TheFly reported on February 9 that UBS upgraded VTRS to Buy from Neutral and raised the price target to $18 from $11.

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February 18 - News

Barclays Cite Favorable Long-Term Outlook For Legend Biotech Corporation (LEGN) Despite Near-Term Expectation Revisions

TheFly reported on February 4 that Barclays lowered its price target on LEGN to $80 from $90 and maintained an Overweight rating on the shares. Although the long-term forecast...

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February 18 - News

BofA Highlights WVE-007 as Primary Driver For Wave Life Sciences Ltd. (WVE)’s Growth, Projecting Peak Sales Above $11B

TheFly reported on February 5 that Bank of America (BofA) initiated coverage of WVE with a Buy rating and a price target of $38.

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February 18 - News

Stifel Views Downtime as Attractive Entry Opportunity for Hinge Health, Inc. (HNGE) Shares

TheFly reported on February 5 that Stifel lowered its price target on HNGE to $59 from $66 and maintained a Buy rating on the shares.

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February 18 - News

Fiserv (FISV) Jumps Over 6% as Activist Investor Gobbles Stake

Fiserv grew its share prices by 6.89 percent on Tuesday to finish at $63.45 apiece as investors mirrored an activist group’s acquisition of a significant stake in a bid to boost...

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February 18 - News

Ondas (ONDS) Climbs 8% as Firm Guns for Multi-Billion-Dollar Market

Ondas Inc.

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February 18 - News

Under Armour (UA) Surges 8.18% on Milestone Shoe Launch

Under Armour rallied for a third straight day on Tuesday, jumping 8.18 percent to finish at $7.54 apiece as investors resumed buying positions following the launch of its final...

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February 18 - News

Waystar (WAY) Climbs 8.5% on Swing to Profits, Double-Digit Outlook

Waystar saw its share prices jump by 8.48 percent on Tuesday to close at $24.31 apiece as investors cheered its swing to profitability and a double-digit growth outlook for this...

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February 18 - News

Kyndryl (KD) Soars 11% on Financial Statement Compliance

Kyndryl Holdings rallied for a second day on Tuesday, jumping 11.03 percent to finish at $13.59 apiece as investors resumed buying positions following the successful submission...

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February 18 - News

Norwegian Cruise (NCLH) Soars 12% as Activist Firm Buys Stake

Norwegian Cruise saw its share prices jump by 12.15 percent on Tuesday to finish at $24.10 apiece as investors mimicked an activist group’s acquisition of a 10 percent stake...

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February 18 - News

National Energy (NESR) Propels to All-Time High on Earnings Beat

In an updated report, National Energy Services Reunited Corp.

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February 18 - News

eToro (ELOR) Climbs 20% on Earnings Buyout, Buyback Hike

eToro grew its share prices by 20.43 percent on Tuesday to finish at $33.07 apiece as investors gobbled up shares following a strong earnings performance and news of a higher ...

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February 18 - News

ZIM Integrated (ZIM) Soars to Record High on $4.2-Billion Takeover

ZIM Integrated rallied to an over three-year high on Tuesday, as investors gobbled up shares following news that it was set to be acquired by German shipping giant Hapag-Lloyd...

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February 18 - News

Masimo (MASI) Climbs 34% on $9.9-Billion Danaher Merger

Masimo Corp.

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February 18 - News

Mizuho Lowers Waystar Holding Corp. (WAY) Price Target to $42 Amid Competitive Healthcare Tech Risks

TheFly reported on February 4 that Mizuho lowered its price target on WAY to $42 from $50 while maintaining an Outperform rating.

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February 18 - News

Deutsche Bank Cite Near-Term Growth Concerns For Hims & Hers Health, Inc. (HIMS) Following GLP-1 Launch Reversal

TheFly reported on February 10 that Deutsche Bank lowered its price target on HIMS to $31 from $42 and maintained a Hold rating on the shares.

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February 18 - News

Haemonetics Corporation (HAE) Q3 Performance Prompts Baird Model Update, Price Target Falls to $81

TheFly reported on February 6 that Baird lowered its price target for HAE to $81 from $99 while maintaining an Outperform rating.

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February 18 - News

Canaccord Calls Doximity, Inc. (DOCS)’s Post-Earnings Selloff an Overreaction And Sees Long-Term Upside

TheFly reported on February 9 that Canaccord Genuity upgraded DOCS from Hold to Buy and lowered the price target to $34 from $48.

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February 18 - News

Truist Notes Operational Investments For Cytokinetics, Incorporated (CYTK) to Support Short-Term Growth

TheFly reported on February 3 that Truist raised its price target on CYTK to $92 from $84 and maintained a Buy rating. The company revised its model ahead of its Q4 results...

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February 18 - News

Travere Therapeutics, Inc. (TVTX) Positioned for Long-Term Growth in Rare Disease Market

TheFly reported on February 6 that Piper Sandler raised its price target on TVTX to $38 from $35 and maintained a Neutral rating on the shares.

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February 18 - News

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