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Insider Monkey Blog

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

Morgan Stanley Notes 2026 Sales From Arrowhead Pharmaceuticals, Inc. (ARWR)’s Familial Chylomicronemia Syndrome Likely Limited

TheFly reported on February 6 that Morgan Stanley lowered its price target for ARWR to $78 from $81 and kept an Equal Weight rating.

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February 18 - News

Oppenheimer Maintains A Balanced Outlook on ACADIA Pharmaceuticals Inc. (ACAD) For 2026

TheFly reported on February 6 that Oppenheimer raised its price target on ACAD to $23 from $21 and maintained a Perform rating on the shares.

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February 18 - News

BoFA Notes BridgeBio Pharma, Inc. (BBIO)’s Upcoming Q4 Earnings May Have Limited Market Impact

TheFly reported on February 3 that Bank of America analyst Jason Zemansky raised its price target on BBIO to $88 from $85 and maintained a Buy rating on the shares.

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February 18 - News

RBC Cites Stable Business Model For Concentra Group Holdings Parent, Inc. (CON) Amid Macroeconomic Volatility

TheFly reported on February 2 that RBC Capital raised its price target on CON to $31 from $30 and maintained an Outperform rating.

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February 18 - News

Baird’s Model Update Suggests Alignment Healthcare, Inc. (ALHC)’s Shares Could Reach $59

TheFly reported on January 30 that Baird increased its price target on ALHC to $28 from $22 while maintaining an Outperform rating. After updating its financial model, the...

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February 18 - News

Clear Eyes Supply Disruption Weighs on Prestige Consumer Healthcare Inc. (PBH)’s Quarterly Revenue

TheFly reported on February 6 that Canaccord reduced its price target on PBH to $86 from $88 and maintained a Buy rating on the shares. The change came after the company...

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February 18 - News

Seaport Research Downgrades Sirius XM Holdings Inc. (SIRI) to Neutral

On February 6, 2026, Seaport Research downgraded Sirius XM Holdings Inc. (NASDAQ:SIRI) to Neutral from Buy and removed its price target.

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February 17 - News

Roth Capital Raises its Price Target on TKO Group Holdings, Inc. (TKO) to $240 and Maintains a Buy Rating

On February 12, 2026, Roth Capital raised its price target on TKO Group Holdings, Inc. (NYSE:TKO) to $240 from $210 and maintained a Buy rating.

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February 17 - News

Morgan Stanley Raises its Price Target on Sphere Entertainment Co. (SPHR) to $135 and Maintains an Overweight Rating

On February 13, 2026, Morgan Stanley raised its price target on Sphere Entertainment Co.

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February 17 - News

Roth Capital Lowers its Price Target on Live Nation Entertainment, Inc. (LYV) to $174 and Maintains a Buy Rating

On February 12, 2026, Roth Capital lowered its price target on Live Nation Entertainment, Inc. (NYSE:LYV) to $174 from $176 and maintained a Buy rating.

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February 17 - News

Citi Raised its Price Target on Madison Square Garden Sports Corp. (MSGS) to $337 and Maintains a Buy Rating

On February 13, 2026, Citi analyst Jason Bazinet raised his price target on Madison Square Garden Sports Corp. (NYSE:MSGS) to $337 from $290 and maintained a Buy rating.

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February 17 - News

Warner Music Group Corp. (WMG) Reports First-Quarter Revenue of $1.84 Billion, Above Consensus

On February 5, 2026, Warner Music Group Corp. (NASDAQ:WMG) reported first-quarter revenue of $1.84 billion, above the $1.77 billion consensus estimate.

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February 17 - News

California Attorney General Announces $2.75M CCPA Settlement With The Walt Disney Company (DIS)

On February 13, 2026, California Attorney General Rob Bonta announced a $2.75 million settlement with The Walt Disney Company (NYSE:DIS) over allegations that it violated the ...

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February 17 - News

Evercore ISI Raises its Price Target on Fox Corporation (FOX) to $70 and Maintains an In Line Rating

On February 5, 2026, Evercore ISI raised its price target on Fox Corporation (NASDAQ:FOX) to $70 from $66 previously and maintained an In Line rating following what it described...

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February 17 - News

Paramount Skydance Corporation (PSKY) in Talks with Pentwater Founder Matthew Halbower Over Potential Warner Bros. Discovery Board Seat

On February 12, 2026, Reuters reported that Paramount Skydance Corporation (NASDAQ:PSKY) is in talks with Matthew Halbower, founder of Pentwater Capital Management and the seventh...

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February 17 - News

Pivotal Research Raises its Price Target on Roku, Inc. (ROKU) to $140 and Maintains a Buy Rating

On February 16, 2026, Pivotal Research raised its price target on Roku, Inc.

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February 17 - News

Morgan Stanley Lowers its Price Target on News Corporation (NWS) to $32.40 and Maintains an Overweight Rating

On February 6, 2026, Morgan Stanley lowered its price target on News Corporation (NASDAQ:NWS) to $32.40 from $38 previously and maintained an Overweight rating, updating estimates...

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February 17 - News

Roth Capital is Bullish on Bitdeer Technologies Group (BTDR)

On February 13, Darren Aftahi of Roth Capital decreased Bitdeer Technologies Group (NASDAQ:BTDR)'s price target from $40 to $30.

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February 17 - News

Macquarie Maintains an Outperform Rating on CleanSpark, Inc. (CLSK)

Separately, Keefe Bruyette maintained its Outperform rating on the stock and trimmed its price target from $18 to $14 on February 9, 2026.

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February 17 - News

Morgan Stanley Initiates Coverage on MARA Holdings, Inc. (MARA)

On February 9, Morgan Stanley started coverage of MARA Holdings, Inc. (NASDAQ:MARA) with an Underweight rating and an $8 price target.

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February 17 - News

Roth Believes that Another Hyperscaler Lease is ‘Imminent’ for Applied Digital Corporation (APLD)

Roth Capital said that Applied Digital has started construction on Delta Forge 1, its AI Factory campus in a strategic southern U.S.

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February 17 - News

Is Cipher Mining Inc. (CIFR) among the Best Bitcoin and Blockchain Stocks to Invest in?

Cipher Mining Inc. (NASDAQ:CIFR) named Drew Armstrong as Head of Strategic Initiatives and Lee Bratcher as Head of Policy and Government Affairs on January 6, 2026.

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February 17 - News

Morgan Stanley Starts Coverage on TeraWulf Inc. (WULF)

Morgan Stanley started coverage on TeraWulf Inc. (NASDAQ:WULF) on February 9, 2026, with an Overweight rating and a $37 price target.

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February 17 - News

H.C. Wainwright is Bullish on Hut 8 Corp. (HUT)

On February 2, H.C. Wainwright analyst Kevin Dede commenced coverage of Hut 8 Corp. (NASDAQ:HUT) while assigning it a Buy rating and a price target of $80.

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February 17 - News

Impax US Sustainable Economy Fund’s Q4 2025 Investor Letter

Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter.

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February 17 - Hedge Fund Investor Letters

AI Integration and New Partnerships Drive The Real Brokerage Inc. (REAX) Forward

The Real Brokerage Inc. (NASDAQ:REAX) is one of the best high-return penny stocks to buy right now. On January 27, The Real Brokerage Inc.

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February 17 - News

Altimmune, Inc. (ALT) Gains Analyst Support as Pemvidutide Advances

Altimmune, Inc. (NASDAQ:ALT) is one of the best high-return penny stocks to buy right now. On February 13, Titan Partners initiated coverage of Altimmune, Inc.

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February 17 - News

Rezolve AI PLC (RZLV) Sets Sights on Agentic Commerce Opportunities

Rezolve AI PLC (NASDAQ:RZLV) is one of the best high-return penny stocks to buy right now. On February 11, H.C.

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February 17 - News

This is Why Fubotv Inc. (FUBO) is a Buy After Pull Back

Fubotv Inc. (NYSE:FUBO) is one of the best high-return penny stocks to buy right now. On February 5, analysts at Seaport Global Securities upgraded Fubotv Inc.

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February 17 - News

Opko Health Inc. (OPK) Builds Value Through Partnerships and Innovation

Opko Health Inc. (NASDAQ:OPK) is one of the best high-return penny stocks to buy right now. On February 10, analysts at H.C.

Keep Reading →

February 17 - News

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