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Insider Monkey Blog

Optimist Fund’s Q1 2026 Investor Letter

Optimist Fund, an investment management company, released its first-quarter 2026 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Baron Opportunity Fund Picked Rubrik (RBRK) Backed by Layered Growth Signals

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 19 - Hedge Fund Investor Letters, News

What Makes Alphabet (GOOG) a Compelling Long-Term Opportunity?

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 19 - Hedge Fund Investor Letters, News

Here’s How Shopify (SHOP) is Thriving Through the AI Transition

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 19 - Hedge Fund Investor Letters, News

Datadog (DDOG), a Resilient Company in the AI Boom?

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 19 - Hedge Fund Investor Letters, News

Brady Corporation (NYSE:BRC) Q3 2026 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Brady Corporation Third Quarter 26 Earnings Conference Call.

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May 19 - News, Transcripts

C3is Inc. (NASDAQ:CISS) Q1 2026 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Q1 26 Financial and Operating Results for C3IS Conference Call.

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May 19 - News, Transcripts

ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Q1 2026 Earnings Call Transcript

ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) Q1 2026 Earnings Call Transcript May 15, 2026ARS Pharmaceuticals, Inc. misses on earnings expectations.

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May 19 - News, Transcripts

Beam Global (NASDAQ:BEEM) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Beam Global First Quarter 2026 Operating Results Conference Call. [Operator Instructions] Please note this event is being recorded.

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May 19 - News, Transcripts

Solana Company (NASDAQ:HSDT) Q1 2026 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the Solana Company's First Quarter Operating Results Conference Call.

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May 19 - News, Transcripts

BioCardia, Inc. (NASDAQ:BCDA) Q1 2026 Earnings Call Transcript

BioCardia, Inc. (NASDAQ:BCDA) Q1 2026 Earnings Call Transcript May 15, 2026BioCardia, Inc. misses on earnings expectations.

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May 19 - News, Transcripts

Autolus Therapeutics plc (NASDAQ:AUTL) Q1 2026 Earnings Call Transcript

Autolus Therapeutics plc (NASDAQ:AUTL) Q1 2026 Earnings Call Transcript May 14, 2026Autolus Therapeutics plc beats earnings expectations.

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May 19 - News, Transcripts

PEDEVCO Corp. (AMEX:PED) Q1 2026 Earnings Call Transcript

Operator: Good afternoon, and welcome to PEDEVCO Corp.'s First Quarter 2026 Earnings Conference Call.

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May 19 - News, Transcripts

Avax One Technology Ltd (NASDAQ:AVX) Q1 2026 Earnings Call Transcript

Operator: Good afternoon, everyone and thank you for participating in today's conference call to discuss Avax One's financial and operating results for the first quarter ended...

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May 19 - News, Transcripts

Pelthos Therapeutics Inc. (AMEX:PTHS) Q1 2026 Earnings Call Transcript

Pelthos Therapeutics Inc. (AMEX:PTHS) Q1 2026 Earnings Call Transcript May 14, 2026Pelthos Therapeutics Inc. beats earnings expectations.

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May 19 - News, Transcripts

REGENXBIO Inc. (NASDAQ:RGNX) Q1 2026 Earnings Call Transcript

Operator: Welcome, everyone, to the REGENXBIO RGX-2026 Top line Pivotal Data Webcast.

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May 19 - News, Transcripts

Klarna Group plc (NYSE:KLAR) Q1 2026 Earnings Call Transcript

Operator: Hello, everyone, and welcome to Klarna's First Quarter 2026 Earnings Call.

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May 19 - News, Transcripts

BioHarvest Sciences Inc. Common Stock (NASDAQ:BHST) Q1 2026 Earnings Call Transcript

BioHarvest Sciences Inc. Common Stock (NASDAQ:BHST) Q1 2026 Earnings Call Transcript May 14, 2026BioHarvest Sciences Inc. Common Stock beats earnings expectations.

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May 19 - News, Transcripts

What Makes ASML Holding N.V (ASML) an Investment Opportunity?

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 19 - Hedge Fund Investor Letters, News

What Makes Samsara (IOT) Resilient Beyond AI

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 19 - Hedge Fund Investor Letters, News

Here’s Baron Opportunity Fund’s Updates on Nova Ltd (NVMI)

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 19 - Hedge Fund Investor Letters, News

8 Oversold Software Stocks to Buy According to Wall Street Analysts

Orlando Bravo, founder and managing partner of Thoma Bravo, sat down with CNBC’s Scott Wapner at his first-ever Sohn Conference appearance on May 12 to share his thoughts ...

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May 19 - Hedge Funds, News

5 Oversold Software Stocks to Buy According to Wall Street Analysts

In this article, we will list the 5 Oversold Software Stocks to Buy According to Wall Street Analysts.

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May 19 - News

Top 12 Undervalued Dividend Stocks to Buy Now

Morningstar Chief US Market Strategist David Sekera wrote, “Stocks are undervalued, but for a reason,” in his Q2 2026 stock market outlook.

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May 19 - Dividend Stocks, Hedge Funds, News

Top 5 Undervalued Dividend Stocks to Buy Now

In this article, we will take a look at the Top 5 Undervalued Dividend Stocks to Buy Now.

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May 19 - News

Medicus Pharma Ltd. (MDCXW) Reports FDA Progress and Expands 2026 Clinical Outlook

TheFly reported on May 14 that MDCXW announced its financial results for the three months ended March 31, 2026, along with a detailed corporate update across its development programs...

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May 19 - News

MicroVision, Inc. (MVIS) Partners With Avular to Advance Autonomous Drone Systems

TheFly reported on May 7 that MVIS announced a memorandum of understanding with Avular Innovations B.V.

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May 19 - News

Is Faraday Future Intelligent Electric Inc. (FFAI) Emerging as an AI Robotics Stock to Watch in 2026?

We recently compiled a list of the 10 Best Penny Stocks Under $1 According to Hedge Funds. Faraday Future Intelligent Electric Inc.

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May 19 - News

Datavault AI Inc. (DVLT) Explores Spin-Out of Acoustic Sciences Business

TheFly reported on May 7 that DVLT announced that management has begun evaluating a potential dividend spin-out of its Acoustic Sciences business into a separate publicly traded...

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May 19 - News

Is Cycurion, Inc. (CYCU) Emerging as a High-Margin Cybersecurity Growth Stock in 2026?

CYCU reported first-quarter 2026 financial results on May 14, highlighting major operational and margin improvements as part of its ongoing business transformation.

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May 19 - News

Lake Street Cuts Cardlytics, Inc. (CDLX) Price Target to $1.25 Amid Reset Expectations

TheFly reported on May 8 that Lake Street reduced its price target on CDLX to $1.25 from $1.50 while reiterating a Hold rating, citing a reset in expectations following the company...

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May 19 - News

Is Vistagen Therapeutics, Inc. (VTGN) a Breakout Anxiety Drug Stock After New Phase 3 Extension Results?

TheFly reported on May 12 that VTGN shared early findings from the continuing extension phase of its Phase 3 PALISADE-3 study evaluating fasedienol for acute social anxiety disorder...

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May 19 - News

Why Humacyte, Inc. (HUMA) Price Target Was Raised Despite Early-Stage Commercialization

We recently compiled a list of the 10 Best Penny Stocks Under $1 According to Hedge Funds. Humacyte, Inc.

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May 19 - News

Why Heron Therapeutics, Inc. (HRTX) Price Target Was Reduced to $4 at H.C. Wainwright?

We recently compiled a list of the 10 Best Penny Stocks Under $1 According to Hedge Funds. Heron Therapeutics, Inc.

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May 19 - News

Can Definitive Healthcare Corp. (DH) Maintain Stability After Revised Price Target From Baird?

We recently compiled a list of the 10 Best Penny Stocks Under $1 According to Hedge Funds. Definitive Healthcare Corp.

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May 19 - News

8 Best Small Cap Pharma Stocks to Buy Right Now

Despite the concerns surrounding the Iran War, Haig Bathgate, CEO of Callanish Capital, stated on CNBC on May 7 that he was optimistic about global stocks.

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May 19 - Hedge Funds, News

5 Best Small Cap Pharma Stocks to Buy Right Now

In this article, we will be taking a look at the 5 Best Small Cap Pharma Stocks to Buy Right Now.

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May 19 - News

Why Analysts Believe Boost Run’s (BRUN) Growth Story May Still Be Early

On May 13, DA Davidson raised its price target on Boost Run, Inc. (NASDAQ:BRUN) to $25 from $20 while reiterating a Buy rating on the shares.

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May 19 - News

POET Technologies (POET) Lands A Massive Capital Raise As AI Expansion Efforts Grow

On May 15, POET Technologies Inc.

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May 19 - News

Is Trio-Tech International (NYSEAMERICAN:TRT) Among the Best Rising Tech Stocks to Buy According to Hedge Funds?

On May 14, Trio-Tech International (NYSEAMERICAN:TRT) stated that it expects increasing demand for its semiconductor back-end testing services, driven by customer programs involving...

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May 19 - News

Here is Why MaxLinear, Inc. (MXL) is Among the Best Rising Tech Stocks to Buy According to Hedge Funds

On May 14, MaxLinear, Inc.

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May 19 - News

Rackspace Technology, Inc. (RXT): 8 Best Rising Tech Stocks to Buy According to Hedge Funds

On May 12, BMO Capital raised its price target on Rackspace Technology, Inc.

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May 19 - News

Bandwidth (BAND) Gets A Major Target Boost As Voice AI Opportunities Expand

On May 15, Citizens raised its price target on Bandwidth Inc. (NASDAQ:BAND) to $70 from $45 while maintaining an Outperform rating on the shares.

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May 19 - News

Why Wall Street Is Becoming Increasingly Bullish On Innodata (INOD)

On May 14, Wedbush raised its price target on Innodata Inc. (NASDAQ:INOD) to $100 from $80 while maintaining an Outperform rating on the shares.

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May 19 - News

Ambiq Micro (AMBQ) Gets A Huge Target Increase As AI Wearables Gain Momentum

On May 13, Northland raised its price target on Ambiq Micro, Inc.

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May 19 - News

Is Oshkosh Corporation (OSK) Among the Best Heavy Equipment Stocks to Buy as Backlogs Hit Records?

On May 12, Morgan Stanley lowered its price target on Oshkosh Corporation (NYSE:OSK) to $150 from $157 while maintaining an Equal Weight rating following the company’s first...

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May 19 - News

Here is Why Astec Industries, Inc. (ASTE) is Among the Best Heavy Equipment Stocks to Buy as Backlogs Hit Records

On May 7, Astec Industries, Inc. (NASDAQ:ASTE) reported first-quarter revenue of $396.3 million, exceeding consensus estimates of $393.24 million.

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May 19 - News

Titan International, Inc. (TWI): 7 Best Heavy Equipment Stocks to Buy as Backlogs Hit Records

On April 30, Titan International, Inc. (NYSE:TWI) reported first-quarter revenue of $505.07 million, surpassing consensus expectations of $497.24 million.

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May 19 - News

Hyster-Yale (HY) Boosts Shareholder Payout Despite Ongoing Industrial Uncertainty

On May 13, Hyster-Yale, Inc.

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May 19 - News

Terex (TEX) Lands A Major Upgrade As Margin Expansion Expectations Grow

On May 11, Raymond James upgraded Terex Corporation (NYSE:TEX) to Strong Buy from Outperform while maintaining an unchanged $85 price target.

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May 19 - News

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10 Most Popular Stocks on Robinhood in 2026

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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

11 Best Cancer Stocks to Buy Right Now

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40 Most Unfriendly Countries in the World

40 Most Unfriendly Countries in the World

30 Unhappiest Countries in the World in 2025

30 Unhappiest Countries in the World in 2025

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

5 Countries with the Most Beautiful Women in the World

5 Countries with the Most Beautiful Women in the World

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20 US Cities with the Highest Homeless Population Per Capita

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20 Countries with the Highest Homeless Population

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12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Worst Performing Currencies of 2024

10 Worst Performing Currencies of 2024

15 States with the Best Weed in America

15 States with the Best Weed in America

16 Countries with the Largest Proven Oil Reserves in the World

16 Countries with the Largest Proven Oil Reserves in the World

16 Highest Quality Chocolate Brands in the US

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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Top 13 English Speaking Countries in Asia

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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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20 Countries With The Best English Accent in The World

30 Cities with the Highest Weed Consumption in the US

30 Cities with the Highest Weed Consumption in the US

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25 Countries with the Highest Alcohol Consumption per Capita

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10 Best Gold Stocks Under $30

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