Why Vertiv’s (VRT) Role in AI Cooling is Gaining Strategic Importance
Vertiv Holdings Co (NYSE:VRT)’s liquid-cooling solutions sit at the center of modern AI infrastructure.
Insider Monkey Blog
Barclays Sees Recent Pullback Creating an Entry Point in Amphenol (APH)
On January 29, Barclays analyst Guy Hardwick lifted his price recommendation on Amphenol Corporation (NYSE:APH) to $175 from $156.
Barclays Stays Selective in Building Products as Ferguson (FERG) Heads Into Q4
On January 15, Barclays analyst Matthew Bouley raised his price target on Ferguson Enterprises Inc.
UBS Sees Strong Backlog Supporting Comfort Systems USA’s (FIX) Long-Term Outlook
On February 2, UBS raised its price recommendation on Comfort Systems USA, Inc. (NYSE:FIX) to $1,310 from $1,140. The firm also reiterated its Buy rating on the stock.
Truist Names APi Group (APG) Top Pick as Facility Services Demand Holds Firm
On January 21, Truist raised its price target on APi Group Corporation (NYSE:APG) to $50 from $41 and reaffirmed its Buy rating.
Barclays Nearly Doubles SanDisk (SNDK) PT to $750 Following Separation, FQ2 2026 Earnings Beat
Sandisk Corporation (NASDAQ:SNDK) is one of the cheap hot stocks to invest in right now.
Craig-Hallum Bullish on Ironwood Pharmaceuticals (IRWD), Keeps Buy Rating
Ironwood Pharmaceuticals Inc. (NASDAQ:IRWD) is one of the cheap hot stocks to invest in right now.
B. Riley Raises Pangaea Logistics Solutions (PANL) PT to $11.50 Amid Resilience in Niche Markets
Pangaea Logistics Solutions Ltd. (NASDAQ:PANL) is one of the cheap hot stocks to invest in right now. On January 28, B.
Barclays Raises Teva Pharmaceutical (TEVA) PT to $38 Following Strong Q4 Earnings Beat
Teva Pharmaceutical Industries Limited (NYSE:TEVA) is one of the cheap hot stocks to invest in right now.
Oppenheimer Highlights Strong Bookings After Trane Technologies’ (TT) Q4 Beat
On January 30, Oppenheimer analyst Noah Kaye raised the firm’s price objective on Trane Technologies plc (NYSE:TT) to $468 from $460 and maintained an Outperform rating.
H.C. Wainwright Nearly Doubles Americas Gold and Silver (USAS) PT Following Record Production, Higher Metal Forecasts
Americas Gold and Silver Corporation (NYSEAMERICAN:USAS) is one of the cheap hot stocks to invest in right now. On January 22, H.C.
UBS Maintains Neutral Rating on Amentum Holdings (AMTM) Due to Mixed Market Reactions, Selective Growth
Amentum Holdings Inc. (NYSE:AMTM) is one of the cheap hot stocks to invest in right now.
TD Cowen Downgrades Sun Country Airlines (SNCY) to Hold Following Allegiant Merger Announcement
Sun Country Airlines Holdings Inc. (NASDAQ:SNCY) is one of the cheap hot stocks to invest in right now.
Century Aluminum (CENX), EGA Partner to Build $4B Oklahoma Smelter, First New US Facility Since 1980
Century Aluminum Company (NASDAQ:CENX) is one of the cheap hot stocks to invest in right now.
Morgan Stanley Downgrades Alcoa (AA) to Equal Weight Following Outperformance, Balanced Risk-Reward
Alcoa Corporation (NYSE:AA) is one of the cheap hot stocks to invest in right now.
Is Magnera Corporation (MAGN) One of the Cheap Hot Stocks to Invest In Right Now?
Magnera Corporation (NYSE:MAGN) is one of the cheap hot stocks to invest in right now.
Scotiabank Lifts IAMGold Corporation (IAG) PT to $23 Driven by Record Gold, Silver Price Forecasts
IAMGold Corporation (NYSE:IAG) is one of the cheap hot stocks to invest in right now.
Truist Highlights Margin Strength After Parker-Hannifin’s (PH) Q2 Earnings Beat
On January 30, Truist lifted its price target on Parker-Hannifin Corporation (NYSE:PH) to $1,139 from $1,097 and reiterated its Buy rating.
Goldman Sachs Sees Data Center Demand Driving Continued Upside at Jabil (JBL)
On January 15, Goldman Sachs raised its price target on Jabil Inc. (NYSE:JBL) to $282 from $255 and reiterated its Buy rating.
BNP Paribas Sees BWX Technologies’ (BWXT) Defense Strength Largely Reflected in Valuation
On January 15, BNP Paribas initiated coverage of BWX Technologies, Inc. (NYSE:BWXT) with a Neutral rating and a $215 price target.
A Closer Look at Palantir’s (PLTR) Valuation Concerns
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
A Deep Dive into Mach Natural Resources (MNR), an E&P Company
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Wedbush Sees Expanding Infrastructure and Energy Demand Driving Willdan Group’s (WLDN) Upside
On January 15, Wedbush raised its price recommendation on Willdan Group, Inc. (NASDAQ:WLDN) to $145 from $120. It maintained an Outperform rating on the stock.
Kimbell Royalty Partners (KRP) is Poised to Deliver a Dividend of $1.43 Per Share
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Northland Sees Graham Corporation (GHM) Near Full Value as Order Growth Slows
On January 27, Northland downgraded Graham Corporation (NYSE:GHM) to Market Perform from Outperform and raised its price target to $80 from $71.
Legacy Ridge Capital Management’s Investment Approach in Polaris (PII)
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Legacy Ridge Capital Management’s Q4 2025 Investor Letter
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. The Partnership returned 7% net of a 1% performance fee in 2025.
What Makes Dutch Bros (BROS) Immersion Investment Partners’ “Doubted Champion”?
Immersion Investment Partners, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Strong Business Attributes Position Mama’s Creations (MAMA) for Strong Growth
Immersion Investment Partners, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Par Technology (PAR) is on Track for $225M Gross Profit and $90M EBITDA in 2026
Immersion Investment Partners, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
WSFS Financial (WSFS) PT Raised to $70 by Keefe Bruyette
WSFS Financial Corporation (NASDAQ:WSFS) is one of the most undervalued quality stocks to buy right now.
TD Cowen Ups Primerica (PRI) PT to $326 Amid Positive Life Insurance Sector Preview
Primerica Inc. (NYSE:PRI) is one of the most undervalued quality stocks to buy right now.
Morgan Stanley Lifts Mattel (MAT) PT to $22, Cites Sector Valuation Adjustments
Mattel Inc. (NASDAQ:MAT) is one of the most undervalued quality stocks to buy right now.
Bernstein Raises PPG Industries (PPG) PT to $130, Cites Revenue Beat Despite Q4 Earnings Miss
PPG Industries Inc. (NYSE:PPG) is one of the most undervalued quality stocks to buy right now.
Is RenaissanceRe Holdings (RNR) One of the Most Undervalued Quality Stocks to Buy Right Now?
RenaissanceRe Holdings Ltd. (NYSE:RNR) is one of the most undervalued quality stocks to buy right now.
Morgan Stanley Downgrades NetApp (NTAP) Due to 15-Year Low in IT Hardware Budget Growth
NetApp Inc. (NASDAQ:NTAP) is one of the most undervalued quality stocks to buy right now.
Truist Adjusts State Street (STT) Outlook Following Strong Fee Growth, Higher Expense Forecasts
State Street Corporation (NYSE:STT) is one of the most undervalued quality stocks to buy right now.
TD Cowen Keeps Buy Rating on Incyte (INCY), Cites Roadmap to Triple Non-Jakafi Revenue by 2029
Incyte Corporation (NASDAQ:INCY) is one of the most undervalued quality stocks to buy right now.
Immersion Investment Partners’ Q4 2025 Investor Letter
Immersion Investment Partners, an investment management company, released its fourth-quarter 2025 investor letter.
Goldman Sachs Raises Northern Trust (NTRS) PT to $148 Despite Maintaining a Sell Rating
Northern Trust Corporation (NASDAQ:NTRS) is one of the most undervalued quality stocks to buy right now.
Cantor Fitzgerald Raises Hartford Insurance (HIG) PT to $165 Following Strong Q4 Results, 2026 Growth Outlook
The Hartford Insurance Group Inc. (NYSE:HIG) is one of the most undervalued quality stocks to buy right now.
Truist Lowers Synchrony Financial (SYF) PT to $84 Following Cautious Credit Outlook, Adjusted 2026 Guidance
Synchrony Financial (NYSE:SYF) is one of the most undervalued quality stocks to buy right now.
Cantor Fitzgerald Lowers Qualcomm (QCOM) PT to $160, Cites Conservative Guidanc, Looming Market Share Shifts
Qualcomm Inc. (NASDAQ:QCOM) is one of the most undervalued quality stocks to buy right now.
Rothschild & Co. Redburn Downgrades PayPal (PYPL) to Sell Due to Erosion of Competitive Edge in Agentic Commerce
PayPal Holdings Inc. (NASDAQ:PYPL) is one of the most undervalued quality stocks to buy right now. On January 28, Rothschild & Co.
Ingredion Incorporated (NYSE:INGR) Q4 2025 Earnings Call Transcript
Ingredion Incorporated (NYSE:INGR) Q4 2025 Earnings Call Transcript February 3, 2026Ingredion Incorporated misses on earnings expectations.
CorVel Corporation (NASDAQ:CRVL) Q3 2026 Earnings Call Transcript
Operator: Thank you for standing by. Welcome to CorVel Corporation Quarterly Earnings Release Webcast.
Amcor plc (NYSE:AMCR) Q2 2026 Earnings Call Transcript
Operator: Thank you for standing by. At this time, I would like to welcome everyone to today's Amcor Fiscal 2026 Second Quarter Earnings Call.
Emerson Electric Co. (NYSE:EMR) Q1 2026 Earnings Call Transcript
Emerson Electric Co. (NYSE:EMR) Q1 2026 Earnings Call Transcript February 3, 2026Emerson Electric Co. beats earnings expectations.
BellRing Brands, Inc. (NYSE:BRBR) Q1 2026 Earnings Call Transcript
BellRing Brands, Inc. (NYSE:BRBR) Q1 2026 Earnings Call Transcript February 3, 2026BellRing Brands, Inc. beats earnings expectations.
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