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Insider Monkey Blog

Is SLB Limited (SLB) the Most Resilient Oilfield Services Player Right Now?

Ariel Investments, an investment management company, released its “Ariel Focus Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Keysight Technologies (KEYS) Surges on Strong Earnings and AI-Driven Demand Across High-Growth Markets

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Ariel Investments Re-added Bio-Rad Laboratories (BIO) as Strong Margins and Market Leadership Stand Out

Ariel Investments, an investment management company, released its “Ariel Focus Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Is FactSet Research Systems (FDS) Undervalued Amid AI Disruption Fears?

Ariel Investments, an investment management company, released its “Ariel Focus Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

8 Best Digital Infrastructure REITs to Buy According to Analysts

In a report last week, the Atlantic Council noted that the rise of artificial intelligence (AI) and global demand for cloud computing is rapidly redrawing the geography of digital...

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May 5 - Hedge Funds, News, Tech

5 Best Digital Infrastructure REITs to Buy According to Analysts

In this article, we will look at the 5 Best Digital Infrastructure REITs to Buy According to Analysts.

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May 5 - News

Bank of America Corporation (BAC) Falls as Rate Uncertainty Weighs on Financials

Ariel Investments, an investment management company, released its “Ariel Focus Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Here’s a Deep Analysis of Cushman & Wakefield (CWK)

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

AtriCure (ATRC) Slid Despite Strong Earnings

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Talkspace (TALK) Delivered an Immediate Return. Here’s How

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Riverwater Partners Small Cap Strategy’s Views on Canada Goose Holdings (GOOS)

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Should You Be Optimistic About the Long-Term Outlook of Perella Weinberg Partners (PWP)?

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Coastal Financial (CCB) Fell Due to Investors’ Concerns

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Here’s What Lifted Modine Manufacturing (MOD) in Q1

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Riverwater Partners Small Cap Strategy’s Q1 2026 Investor Letter

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter.

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May 5 - Hedge Fund Investor Letters, News

Is Amazon.com (AMZN) One of the Best Blue Chip Stocks to Invest in According to Billionaires?

On May 4, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to let other businesses store and ship goods through its logistics network.

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May 5 - News

Q2 Holdings (QTWO): 10 Best Enterprise Software Stocks to Buy Right Now

Q2 Holdings Inc. (NYSE:QTWO) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Here is Why Tyler Tech (TYL) is One of the Best Enterprise Software Stocks

Tyler Technologies Inc. (NYSE:TYL) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Zoom Communications (ZM) Appoints Russell Dicker as Chief Product Officer

Zoom Communications Inc. (NASDAQ:ZM) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Meta Platforms (META) – Among the 10 Best Blue Chip Stocks to Invest in According to Billionaires

On May 1, Bloomberg reported that Meta Platforms, Inc.

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May 5 - News

CrowdStrike (CRWD) Integrates Anthropic’s Claude Opus 4.7 to Enhance Falcon Platform AI Capabilities

CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Workday (WDAY) Launches AI-Powered Personnel Action Request Agent to Modernize Federal HR Operations

Workday Inc. (NASDAQ:WDAY) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Is Twilio (TWLO) One of the Best Enterprise Software Stocks to Buy?

Twilio Inc. (NYSE:TWLO) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Autodesk (ADSK) Completes Acquisition of Rhumbix to Enhance Real-Time Jobsite Data Capture

Autodesk Inc. (NASDAQ:ADSK) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Adobe (ADBE) Finalizes Acquisition of Semrush Holdings to Power Agentic AI Brand Visibility

Adobe Inc (NASDAQ:ADBE) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Salesforce (CRM) Launches Agentforce Operations to Automate Complex Cross-System Back-Office Tasks

Salesforce Inc. (NYSE:CRM) is one of the best enterprise software stocks to buy right now.

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May 5 - News

ServiceNow (NOW), Google Cloud Expand Partnership to Launch Interoperable AI Agents for Autonomous Operations

ServiceNow Inc. (NYSE:NOW) is one of the best enterprise software stocks to buy right now.

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May 5 - News

Nvidia Partnerships Fuel Surge in Asian Tech Suppliers, Bloomberg Reports

On May 3, Bloomberg reported that the list of Asian stocks benefiting from business partnerships with NVIDIA Corporation (NASDAQ:NVDA) is getting longer, as the region becomes...

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May 5 - News

Oppenheimer Raises Visa (V) Target After Strong Q2 and Higher FY26 Outlook

On April 29, Oppenheimer raised its price recommendation on Visa Inc. (NYSE:V) to $403 from $391. It reiterated an Outperform rating. The firm pointed to a strong Q2.

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May 5 - News

Goldman Sachs Names UnitedHealth (UNH) to Conviction List, Keeps $435 Price Target

On May 1, Goldman Sachs added UnitedHealth Group Incorporated (NYSE:UNH) to its U.S. Conviction List as part of its monthly update.

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May 5 - News

EagleNXT Receives Additional Order for eBee VISION ISR Systems from U.S. Army’s 7th Army Training Command

Three eBee VISION UAS kits mark EagleNXT’s fourth consecutive multi-unit order from the U.S. Army, with deliveries scheduled to begin this monthAgEagle Aerial Systems Inc.

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May 5 - Press Releases

Morgan Stanley Raises Mastercard (MA) Target; Raymond James Flags Near-Term Headwinds

On May 1, Morgan Stanley raised the firm’s price recommendation on Mastercard Incorporated (NYSE:MA) to $679 from $678. It reiterated an Overweight rating on the shares.

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May 5 - News

Erste Group Turns Cautious on McDonald’s (MCD), Downgrades to Hold

On April 27, Erste Group downgraded McDonald’s Corporation (NYSE:MCD) to Hold from Buy.

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May 5 - News

UBS Boosts Charles Schwab (SCHW) Target to $385 on Positive Outlook

On April 20, Argus lowered the firm’s price goal on SCHW to $108 from $117 and kept a Buy rating on the shares after its Q1 results last week.

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May 5 - News

Baird and Bank of America Raise Apple (AAPL) Price Targets, See Strong Growth Ahead

On May 1, Baird analyst William Power raised the firm’s price recommendation on Apple Inc. (NASDAQ:AAPL) to $310 from $300. It reiterated an Outperform rating on the shares.

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May 5 - News

Here’s Why Baron Small Cap Fund Sold ODDITY Tech Ltd. (ODD)

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Small Cap Fund”. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Tigress Financial Raises Boeing (BA) Price Target to $295, Sees Strong Upside Ahead

On April 29, Tigress Financial raised the firm’s price recommendation on The Boeing Company (NYSE:BA) to $295 from $290. It reiterated a Buy rating on the shares.

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May 5 - News

Gold X2 Expands 2026 Drilling Campaign to 160,000 Meters; Eight Drill Rigs Operating by the End of June

Gold X2 Mining Inc.

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May 5 - Press Releases

Planet Fitness (PLNT) Slipped on Cautious Outlook

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Small Cap Fund”. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

What Makes Once Upon a Farm (OFRM) an Investment Choice?

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Small Cap Fund”. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Compressed Valuation Multiple Hurt Gartner (IT) in Q1

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Small Cap Fund”. A copy of the letter can be downloaded here.

Keep Reading →

May 5 - Hedge Fund Investor Letters, News

Strong Earnings Report Lifted Cognex Corporation (CGNX) in Q1

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Small Cap Fund”. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Small Cap Fund”. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Significant Growth in the End Market Lifted RBC Bearings Incorporated (RBC) in Q1

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Small Cap Fund”. A copy of the letter can be downloaded here.

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May 5 - Hedge Fund Investor Letters, News

Baron Small Cap Fund’s Q1 2026 Investor Letter

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

Keep Reading →

May 5 - Hedge Fund Investor Letters, News

Here’s What Weighed on Proficient Auto Logistics’ (PAL) Performance

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Small Cap Strategy”.

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May 5 - Hedge Fund Investor Letters, News

8 Best Cloud Computing Stocks To Buy In 2026

Cloud computing continues to take center stage in the stock market as AI infrastructure spending grows, showing no signs of slowing.

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May 5 - Hedge Funds, News

Utz Brands (UTZ) Slid Due to Below-Expected Guidance

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Small Cap Strategy”.

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May 5 - Hedge Fund Investor Letters, News

What Makes LSI Industries (LYTS) a Resilient Business Model?

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Small Cap Strategy”.

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May 5 - Hedge Fund Investor Letters, News

5 Best Cloud Computing Stocks To Buy In 2026

In this article, we will look at the 5 Best Cloud Computing Stocks To Buy In 2026.

Keep Reading →

May 5 - News

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5 Largest Uranium Producing Countries in the World

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5 Fastest Declining Economies in the World in 2026

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10 Most Popular Stocks on Robinhood in 2026

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25 Countries with the Highest Debt to GDP Ratios

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9 Undervalued Chemical Stocks to Buy According to Hedge Funds

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7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds

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15 Innovative Healthcare Stocks to Buy According to Analysts

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9 High Growth Small Cap Stocks That Are Profitable

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10 Best Investments During A Recession

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7 Best Rare Earth Stocks to Buy According to Hedge Funds

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 Countries with the Strongest Armies in the World

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20 States with Highest Female to Male Ratio in the US

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40 Best Places to Visit in Europe Before You Die

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20 States with the Lowest Life Expectancy in the US

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25 Cities with the Highest Homeless Population in the World

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10 Best Gold Stocks Under $30

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